Premium Funds From: samsx - IIT Sector Allocation Model to mamax - MFS Moderate Allocation A


  • Holdings: Financial Select Sector SPDR® , Energy Select Sector SPDR® , Materials Select Sector SPDR® , Technology Select Sector SPDR® , Health Care Select Sector SPDR® ,
  • Category: Large Blend
  • 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: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , SL Green Realty Corp , NRG Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Jun14 , American Realty Capital Properties Inc Class A , AthenaHealth Inc , Acuity Brands Inc , Middleby Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • 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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  • 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: Cimarex Energy Co , SL Green Realty Corp , Henry Schein Inc , Affiliated Managers Group Inc , Equinix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • 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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  • Category: Short Government
  • 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: 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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  • Holdings: Texas Pacific Land Trust , Trinity Industries Inc , A H Belo Corp , Halliburton Co , Eagle Materials Inc ,
  • Category: Mid-Cap Blend
  • 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: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Constant Contact Inc , Swift Transportation Co , Diana Shipping, Inc. , Atwood Oceanics Inc , SciQuest Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Short-Term Bond , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity® Series International Value ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Ingram Micro, Inc. Class A , Commercial Metals Company , Sanmina Corp , NCI Building Systems, Inc. , OM Group, Inc. ,
  • Category: Small 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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  • Holdings: iShares MSCI EAFE , iShares 7-10 Year Treasury Bond , iShares Russell 1000 Value , iShares S&P 500 Value , iShares iBoxx $ Invst Grade Crp Bond ,
  • Category: Tactical Allocation
  • 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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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Quandrant4 Systems Corp , Century Casinos Inc , United Insurance Holdings Corp , Hennessy Advisors Inc , Hill International Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S , Roche Holding AG , Google Inc Class A , Jones Lang LaSalle Inc , MetLife Inc ,
  • Category: World Stock
  • 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: OAO Gazprom ADR , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
  • 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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Premium Funds From: samsx - IIT Sector Allocation Model to mamax - MFS Moderate Allocation A
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