Premium Funds From: mlpfx - Oppenheimer SteelPath MLP Select 40 A LW to eacfx - Wells Fargo Advantage Asset Alloc C


  • 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: RLJ Lodging Trust , Jones Lang LaSalle Inc , Extra Space Storage Inc , Lennar Corp , Diamondrock Hospitality Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Cheung Kong Holdings Ltd , Sun Hung Kai Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 INDEX Mini TIC , Aspen Technology Inc , WEX Inc , Kodiak Oil & Gas Corp , Ultimate Software Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Core Bond R6 , JPMorgan International Equity R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Oracle Corporation , Qualcomm Inc , Visa Inc Class A , Cisco Systems Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , China Mobile Ltd , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Priceline Group Inc , Gilead Sciences Inc , Canadian Pacific Railway Ltd , Starwood Hotels & Resorts Worldwide Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , Texas Instruments Inc , American Express Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Total SA , British American Tobacco PLC , GlaxoSmithKline PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Trs 1ml+45/Dwrtft Index Brc , US Treasury TIP , Trs 1ml+37/Dwrtft Index Boa , Trs 1ml+42/Dwrtft Index Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nektar Therapeutics Inc , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Celgene Corp , Home Depot Inc , Time Warner Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Chevron Corp , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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Premium Funds From: mlpfx - Oppenheimer SteelPath MLP Select 40 A LW to eacfx - Wells Fargo Advantage Asset Alloc C
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