Premium Funds From: oakex - Oakmark International Small Cap I to nsbcx - Nuveen Santa Barbara Dividend Growth C


  • Holdings: Julius Baer Gruppe AG , Michael Page International PLC , Konecranes Oyj , Sugi Holdings Co., Ltd. , MTU Aero Engines AG ,
  • Category: Foreign Small/Mid 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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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: China Mobile Ltd , UBS Group AG , Sony Corp , Novartis AG , Intesa Sanpaolo ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Prologis Inc , General Growth Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electnc Pfd , Housing Development Finance Corp Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Astra International Tbk ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Qorvo Inc , Isis Pharmaceuticals , Brunswick Corp , Puma Biotechnology Inc , NPS Pharmaceuticals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Danaher Corp , Union Pacific Corp , FedEx Corp , Boeing Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Gartner Inc Class A , TransDigm Group Inc , Berry Plastics Group Inc , Brookdale Senior Living Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Frontier Communications Corp Class B , Merck & Co Inc , Bristol-Myers Squibb Company , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , AstraZeneca PLC , BP PLC , Total SA , Takeda Pharmaceutical Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Acuity Brands Inc , Virtusa Corp , Generac Holdings Inc , Nordson Corp , WNS (Holdings) Ltd ADR ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ensign Group Inc , AVG Technologies NV , CareTrust REIT Inc , Cimpress NV , Nu Skin Enterprises Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Klépierre , Ellington Financial LLC , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Akamai Technologies Inc , HCC Insurance Holdings Inc , Marvell Technology Group Ltd , Ryder System Inc , Jarden Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nektar Therapeutics Inc , Genmab A/S , Cepheid , MorphoSys AG , Yahoo! Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S Class B , Bayer AG , Novartis AG , SOFTBANK Corp , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Salesforce.com Inc , Google Inc Class C , American Tower Corp , Visa Inc Class A , Cerner Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Nautilus Inc , LendingTree Inc , Motorcar Parts of America Inc , Park-Ohio Holdings Corp , IGI Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , US Treasury Note 0.5% , Wells Fargo & Co , Merck & Co Inc , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Qualcomm Inc , Express Scripts , Apple Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Glencore PLC , Concho Resources Inc , Schlumberger NV , Cimarex Energy Co , Pioneer Natural Resources Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , CVS Health Corp , Wells Fargo & Co , UnitedHealth Group Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Premium Funds From: oakex - Oakmark International Small Cap I to nsbcx - Nuveen Santa Barbara Dividend Growth C
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