Premium Funds From: lipax - BlackRock Lifepath Index 2050 Investor A to mcvrx - MFS Mid Cap Value R2


  • Holdings: BlackRock Russell 1000® Index Investor A , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , BlackRock Bond Index Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Crown Castle International Corp , Electronic Arts Inc , Dollar Tree Stores Inc , Roper Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init , Oppenheimer Developing Markets A ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Mid Cap Stock I , Lord Abbett Intl Dividend Inc I , Lord Abbett Calibrated Large Cap Value I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • 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 , Bank of America Corporation , Gilead Sciences Inc , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Texas Pacific Land Trust , Trinity Industries Inc , Micron Technology Inc , Kansas City Southern Inc , Gilead Sciences Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , iShares Nasdaq Biotechnology , SPDR S&P 500 , iShares MSCI Emerging Markets , US Treasury Note 2.5% ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Atlas Pipeline Partners LP , Hasbro Inc , Ares Capital Corporation , j2 Global Inc , Omega Healthcare Investors Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Cent Invt Portfolios , US Treasury Note 1% , US Treasury Note 0.5% , Apple Inc , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Mitsubishi Estate Co Ltd , Vornado Realty Trust ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , McKesson Corp , Amgen Inc , Medtronic Inc , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Microsoft Corp , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , PepsiCo Inc , Coca-Cola Co , Wal-Mart Stores Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , WuXi PharmaTech (Cayman) Inc ADR , Neopost , CCL Industries Inc ,
  • Category: Foreign Small/Mid 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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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Akamai Technologies Inc , Ryder System Inc , HCC Insurance Holdings Inc , PacWest Bancorp , Marvell Technology Group Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Brunswick Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gartner Inc Class A , Idexx Laboratories , Illumina Inc , SBA Communications Corp , Vail Resorts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • 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: Apple Inc , Union Pacific Corp , Visa Inc Class A , Celgene Corp , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Crown Holdings Inc , Valspar Corp , Xerox Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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Premium Funds From: lipax - BlackRock Lifepath Index 2050 Investor A to mcvrx - MFS Mid Cap Value R2
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