Premium Funds From: sshfx - Sound Shore Investor to mddvx - BlackRock Equity Dividend Inv A


  • Holdings: Qualcomm Inc , BP PLC ADR , General Electric Co , Bank of America Corporation , Sanofi ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Deutsche Lufthansa AG , Roche Holding AG , Total SA , Samsung Electronics Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Next PLC , UnitedHealth Group Inc , Seagate Technology PLC , Microsoft Corp , Best Buy Co Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Long Gilt (Fut) , Euro Bond (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Anheuser-Busch Inbev SA , MasterCard Inc Class A , Western Digital Corp , Praxair Inc , Alliance Data Systems Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: UnitedHealth Group Inc , Pfizer Inc , Allstate Corp , Intel Corp , Microsoft Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments, Inc. , Home Depot, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Amazon.com Inc , Gilead Sciences Inc , Home Depot, Inc. , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Equity-Income , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Mid-America Apartment Communities ,
  • Category: Real Estate
  • 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: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Equity-Income , Fidelity® Series High Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Equity LP , Plains All American Pipeline LP , Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Equity-Income F , Fidelity® Series Growth Company F , Fidelity® Series Growth & Income F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: PPL Corp , Republic Services Inc Class A , Canadian Pacific Railway Ltd , Plains GP Holdings LP Class A , Torchmark Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Procter & Gamble Co , Coca-Cola Co , Philip Morris International Inc , PepsiCo Inc , Wal-Mart Stores Inc ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Verizon Communications Inc , Oracle Corporation , Gilead Sciences Inc , Philip Morris International, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Monsanto Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , BNP Paribas ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International Ltd , Halliburton Co , Viacom Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series International Value , Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for mxvlx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Apple Inc , Chevron Corp , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , General Electric Co , Chevron Corp , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Premium Funds From: sshfx - Sound Shore Investor to mddvx - BlackRock Equity Dividend Inv A
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