Premium Funds From: lusax - QS Batterymarch US Sm Cp Eq A2 to prwcx - T. Rowe Price Capital Appreciation


  • Holdings: RF Micro Devices Inc , Questcor Pharmaceuticals Inc , Manhattan Associates Inc , Aspen Technology Inc , FelCor Lodging Trust Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Euro-Oat Future Jun14 Xeur 20140606 , Euro-Bund Future Jun14 Xeur 20140606 , Cds6 Cds Usd R V 00mevent Us105756al40 , Cds6 Cds Usd P F 1.00000 Red Code 115ccbac2 , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Vornado Realty Trust , Prologis Inc , Public Storage , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , JPMorgan Chase & Co , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Google Inc Class C , Google Inc Class A , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Merck & Co Inc , Forest Laboratories Inc , UnitedHealth Group Inc , Bristol-Myers Squibb Company , Eli Lilly and Co ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , S+p500 Emini Fut Jun14 Xcme 20140620 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Caribbean Cruises Ltd , Micron Technology Inc , Omnicare Inc , Delphi Automotive PLC , Discover Financial Services ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond , iShares US Preferred Stock , Imperial Tobacco Group PLC , GlaxoSmithKline PLC ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Next PLC , UnitedHealth Group Inc , Seagate Technology PLC , Microsoft Corp , Best Buy Co Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Vertex Pharmaceuticals Inc , Amgen Inc , Intercept Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , McDonald's Corp , United Parcel Service Inc (UPS) Class B , Wal-Mart Stores Inc , BG Group PLC ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG , Eli Lilly and Co , Texas Instruments Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2051+
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  • Holdings: SPDR S&P 500 , iShares Russell 2000 Index , Industrial Select Sector SPDR , Energy Select Sector SPDR , U.S. Treasury Notes 2.00% ,
  • Category: Multialternative
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  • Holdings: Microsoft Corp , International Business Machines Corp , Wells Fargo & Co , Schlumberger NV , Chevron Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Prologis Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Danaher Corp , US Treasury Note 2.75% , United Technologies Corp , Marsh & McLennan Companies Inc , UnitedHealth Group Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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Premium Funds From: lusax - QS Batterymarch US Sm Cp Eq A2 to prwcx - T. Rowe Price Capital Appreciation
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