Premium Funds From: sladx - Selected American Shares D to ithax - Hartford Capital Appreciation A


  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Berkshire Hathaway Inc Class A , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Microsoft Corp , Wells Fargo & Co , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: LyondellBasell Industries NV , AbbVie Inc , Apple Inc , Altria Group Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Tyco International Ltd , Citigroup Inc , LM Ericsson Telephone Company Class B , AIA Group Ltd , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: First American Financial Corp , KKR & Co LP , Lazard Ltd , Gannett Co Inc , Western Union Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , American Airlines Group Inc , Carnival Corp , United Continental Holdings Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , Exxon Mobil Corporation , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Google Inc Class A , Google Inc Class C , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , iShares Core MSCI Emerging Markets , iShares MSCI Germany , iShares Core MSCI EAFE , iShares Core S&P Mid-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Icahn Enterprises LP , Howard Hughes Corp , Siem Industries Inc , DREAM Unlimited Corp Class A , Dundee Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Dollar Tree Stores Inc , Affiliated Managers Group Inc , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American International Group Inc , Bank of America Corporation , Fed Natl Mort Assc Pfd , Amer Intl Grp ([Wts/Rts]) , St Joe Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Procter & Gamble Co , Royal Dutch Shell PLC Class A , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan Management LLC , El Paso Pipeline Partners LP , Targa Resources Partners LP , ONEOK Partners LP , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Energy Transfer Partners LP , Enbridge Energy Partners LP , NuStar Energy, L.P. , Williams Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFIĀ®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFIĀ®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Lennar Corp , Citigroup Inc , DR Horton Inc , Morgan Stanley , Toll Brothers Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Bank of New York Mellon Corp , American Express Co , Berkshire Hathaway Inc Class A , Amazon.com Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Liberty Ventures Class A , United Therapeutics Corp , Madison Square Garden Co Class A , Fleetcor Technologies, Inc. , Vertex Pharmaceuticals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West Putnam Equity Income Init , Great-West T. Rowe Price Equity Inc Init , Great-West MFS International Growth Init ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , Actavis PLC , Micron Technology Inc , AstraZeneca PLC ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Premium Funds From: sladx - Selected American Shares D to ithax - Hartford Capital Appreciation A
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