Premium Funds From: dstix - Dreyfus Short Term Income D to prefx - T. Rowe Price Tax-Efficient Equity


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Sociedad Quimica Y Minera De Chile SA ADR , Turquoise Hill Resources Ltd , First Quantum Minerals Ltd , Mosaic Co , Cabot Oil & Gas Corp Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • 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 2036-2040
  • 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: Apple Inc , Microsoft Corp , Nike Inc Class B , Visa Inc Class A , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Russell 1000 Index T , BlackRock Bond Index Investor A , Blackrock ACWI Ex-US Index Investor A , iShares Core MSCI Total Intl Stk , iShares International Dev Rel Est ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: MM MSCI EAFE® International Index I , MassMutual Select Overseas I , MassMutual Premier Disciplined Value R5 , MassMutual Premier Disciplined Gr R5 , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Healthcare Services Group Inc , CBRE Group Inc , Kate Spade & Co , Sensata Technologies Holding N.V. , Dril-Quip, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , China Mengniu Dairy Co Ltd , Mindray Medical International Ltd ADR repr Class A , Kingdee International Software Group Co Ltd , Sands China Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Occidental Petroleum Corp , Qualcomm Inc , McDonald's Corp , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Washington Federal Inc , Synovus Financial Corp , Wintrust Financial Corp , Astoria Financial Corporation , BankUnited Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , CVS Caremark Corp , Microsoft Corp , Apple Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity Spartan® US Bond Idx F , Fidelity® Series Global ex US Index , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Astronics Corporation , Susser Holdings Corporation , Raven Industries, Inc. , On Assignment, Inc. , AFC Enterprises, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , Microsoft Corp , Starwood Hotels & Resorts Worldwide Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wood Group (John) PLC , Barry Callebaut AG , Jones Lang LaSalle Inc , Odontoprev SA , Fuchs Petrolub SE ,
  • Category: Foreign Small/Mid Growth
  • 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: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Granite Construction Inc. , Jack In The Box Inc , MDC Partners Inc Class A , Harsco Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay US Small Cap I , MainStay MAP I , MainStay Large Cap Growth I , MainStay ICAP International I , Mainstay US Equity Opportunities I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corporation , General Electric Co , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Emerging Markets Institutional , USAA Small Cap Stock Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Amazon.com Inc , T. Rowe Price Short-Term Bond , Visa Inc Class A , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: dstix - Dreyfus Short Term Income D to prefx - T. Rowe Price Tax-Efficient Equity
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