Premium Funds From: lomax - Edgar Lomax Value to pcbax - BlackRock Managed Volatility Inv A


  • Holdings: Intel Corp , UnitedHealth Group Inc , Allstate Corp , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • 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
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 1.25 07/22/2018 , US Treasury Note 2.75% , Germany (Federal Republic Of) 4.25 07/04/2017 , Procter & Gamble Co ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Goldcorp Inc , Gold Bullion , Randgold Resources Ltd ADR , Silver Bullion (1 Oz = 1 Shr) , Barrick Gold Corp ,
  • Category: Equity Precious Metals
  • 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: 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: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Google Inc Class C ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Synopsys Inc , Lam Research Corp , Apple Inc , Teradyne Inc , Check Point Software Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , PPL Corp , Edison International ,
  • Category: Utilities
  • 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: Flextronics International Ltd , Timken Co , Trueblue Inc , Synaptics Inc , Plexus Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Roper Industries Inc , Oasis Petroleum Inc , Ametek Inc , Mead Johnson Nutrition Co , NXP Semiconductors NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Airlines Group Inc , Keurig Green Mountain Inc , Lear Corp , Actavis PLC , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • 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: 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: Gilead Sciences Inc , Amgen Inc , Biogen Idec Inc , Celgene Corp , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Cognizant Technology Solutions Corp Class A , Polaris Industries Inc , MasterCard Inc Class A , Amphenol Corp Class A , CR Bard Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for avegx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , EOG Resources Inc , Halliburton Co , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity® Series Global ex US Index , Fidelity Spartan® US Bond Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for khyax investment picks
  • Holdings: Sempra Energy , Edison International , ITC Holdings Corp , E-mini S&P MidCap 400 Index Future June14 , NiSource Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Idex Corp , Mednax Inc , Brown & Brown Inc , Markel Corporation , Ross Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Delta Lloyd N.V , freenet AG , Helvetia Holding AG , Smurfit Kappa Group PLC , Groupe Eurotunnel SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , General Electric Co , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: DWS RREEF Global Infrastructure Inst , DWS Floating Rate Inst , SPDR Barclays Capital Convertible Secs , DWS Diversified Market Neutral Instl , DWS Enhanced Commodity Strategy Inst ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Small Cap Index ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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Premium Funds From: lomax - Edgar Lomax Value to pcbax - BlackRock Managed Volatility Inv A
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