Premium Funds From: ufsgx - USAA First Start Growth to olgax - JPMorgan Large Cap Growth A


  • Holdings: iShares MSCI EAFE , iShares MSCI Germany , iShares Core MSCI EAFE , iShares Core MSCI Emerging Market , US Treasury Note 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Stifel Financial Corp , PacWest Bancorp , Barnes Group Inc , First Financial Holdings , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Realty Capital Properties Inc Class A , Rite Aid Corp , Northstar Realty Finance Corp , Acuity Brands Inc , SunEdison Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , Macy's Inc , TE Connectivity Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Sands China Ltd , Wynn Resorts Ltd , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Pentair Ltd , Johnson & Johnson , Roper Industries Inc , Air Products & Chemicals Inc , Praxair Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Sands China Ltd , Wynn Resorts Ltd , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Umicore , Johnson Matthey PLC , Dominion Diamond Corp , AMCOL International Corp , Nevsun Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Capital One Financial Corp , Comcast Corp Class A , Citigroup Inc , General Dynamics Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Russell 1000 Index T , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , BlackRock Bond Index Investor A , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Cubist Pharmaceuticals Inc , Samsonite International SA , DexCom Inc , Alkermes PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Altria Group Inc. , Philip Morris International, Inc. , Novartis AG , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Pioneer Natural Resources Co , Schlumberger NV , Concho Resources Inc , Exxon Mobil Corporation ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Qualcomm Inc , Google Inc Class A , Apple Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Illumina Inc , AthenaHealth Inc , Intuitive Surgical Inc , Solera Holdings Inc , Motorola Solutions Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Rite Aid Corp , ITT Educational Services, Inc. , Jakks Pacific Inc , Flextronics International, Ltd. , Corinthian Colleges Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Biogen Idec Inc , Celgene Corp , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Raytheon Co , AMCOL International Corp , RPM International Inc , United Technologies Corp , Illinois Tool Works Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West Bond Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Priceline Group Inc , MasterCard Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: ufsgx - USAA First Start Growth to olgax - JPMorgan Large Cap Growth A
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