Premium Funds From: gegax - Aberdeen Emerging Markets A to fcvsx - Fidelity Convertible Securities


  • Holdings: Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Infosys Ltd , Housing Development Finance Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , S+p500 Emini Fut Dec14 Xcme 20141219 , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novo Nordisk A/S , Keyence Corp , SMC Corp , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , US Treasury Note 0.5% , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tesla Motors Inc , LinkedIn Corp Class A , Netflix Inc , Celgene Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Swift Transportation Co , Constant Contact Inc , Ultimate Software Group Inc , Dunkin Brands Group Inc , Bright Horizons Family Solutions Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , EOG Resources Inc , Chevron Corp , Halliburton Co , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: McGraw Hill Financial Inc , LM Ericsson Telephone Company Class B , Walt Disney Co , eBay Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Willis Group Holdings PLC , Hub Group Inc Class A , Boston Scientific Inc , Cimarex Energy Co , Brown & Brown Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Inflation Managed Bond R6 , JPMorgan Corporate Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , Citigroup Inc , Shire PLC ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® Barclays High Yield Bond ETF , Vanguard Growth ETF , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Kinder Morgan, Inc. , Time Warner Cable Inc , Qualcomm Inc , Verizon Communications Inc , Spectra Energy Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Google Inc Class C , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Julius Baer Gruppe AG , Sugi Holdings Co., Ltd. , Michael Page International PLC , MTU Aero Engines AG , Konecranes Oyj ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Medtronic Inc , Boston Scientific Inc , Covidien PLC , Abbott Laboratories , Zimmer Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Biogen Idec Inc , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , First Horizon National Corp , Vishay Intertechnology Inc , Synovus Financial Corp , American Axle & Mfg Holdings Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Honeywell International Inc , Microsoft Corp , Wells Fargo & Co , Apple Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Acadia Healthcare Co Inc , Team Health Holdings Inc , Guidewire Software Inc , Ultimate Software Group Inc , Monolithic Power Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , General Motors Co , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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Premium Funds From: gegax - Aberdeen Emerging Markets A to fcvsx - Fidelity Convertible Securities
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