Premium Funds From: aamtx - American Funds 2055 Trgt Date Retire A to fingx - Franklin India Growth A


  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , ConocoPhillips , Reynolds American Inc , GlaxoSmithKline PLC , Kraft Foods Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of Montreal , Canadian Oil Sands Ltd , CenturyLink Inc , Transocean Ltd , Deutsche Telekom AG ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Southwest Airlines Co , Ingredion Inc , Northrop Grumman Corp , Discover Financial Services , Marathon Oil Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 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: 2 Stars
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  • Holdings: InterMune Inc , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Kodiak Oil & Gas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Research R5 , MFS® Growth R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Equity-Income F ,
  • Category: Retirement Income
  • Morningstar Rating: 2 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 , Fidelity® Series Infl-Prtct Bd Idx F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: United Technologies Corp , Chevron Corp , Wal-Mart Stores Inc , Qualcomm Inc , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 2.25% , Rosetta Resources Inc , Avnet Inc , Arrow Electronics Inc , Rowan Companies, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 1-3 Year Treasury Bond , Green Plains Inc , Melco Crown Entertainment Ltd ADR , Basic Energy Services Inc , Aspen Technology Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Large Cap Value Port ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Covanta Holding Corp , Bank of New York Mellon Corp , POSCO ADR , Cavco Industries Inc , Wheelock and Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Total SA , Novartis AG , China Mobile Ltd , Hong Kong Exchanges and Clearing Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SBA Communications Corp , IHS Inc Class A , Constellation Brands Inc Class A , Netflix Inc , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Qualcomm Inc , Schlumberger NV , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , Celgene Corp , Sanofi , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Schlumberger NV , U.S. Bancorp , Estee Lauder Cos Inc Class A , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Ft (Mauritius) Offshore Invest , Cognizant Technology Solutions Corp Class A ,
  • Category: India Equity
  • Morningstar Rating: 2 Stars
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Premium Funds From: aamtx - American Funds 2055 Trgt Date Retire A to fingx - Franklin India Growth A
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