Premium Funds From: tortx - Tortoise MLP & Pipeline Investor to gaitx - American Funds Gr and Inc Port C


  • Holdings: Spectra Energy Corp , Williams Companies Inc , ONEOK Inc , NiSource Inc , Enbridge Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , Neopost , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: United Continental Holdings Inc , Delphi Automotive PLC , Mylan Inc , Seagate Technology PLC , AmerisourceBergen Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Great-West S&P 500® Index Init , Great-West International Index Init , Oppenheimer Developing Markets A , Great-West S&P Mid Cap 400® Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Eli Lilly and Co , Roche Holding AG Dividend Right Cert. , FedEx Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Exxon Mobil Corporation , Pfizer Inc , Johnson & Johnson , Loews Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Edison International , Duke Energy Corporation , NextEra Energy Inc , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Grupo Televisa SAB ADR , Pernod Ricard NV , Syngenta AG , Kering ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Isis Pharmaceuticals , RF Micro Devices Inc , Triquint Semiconductor , Graphic Packaging Holding Co , Puma Biotechnology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Aqr Mf Cayman Blocker , Three Month 06/13/2016 , Three Month 09/19/2016 , Euro SCHATZ Future Dec14 , NYSE/Liffe 2 Year US Treasury Note Future Mar15 ,
  • Category: Managed Futures
  • Morningstar Rating: 5 Stars
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  • Holdings: Alkermes PLC , Snap-on Inc , Alaska Air Group Inc , Goodyear Tire & Rubber Co , Cooper Companies ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Longboard , SFE SPI 200 Index Future Sept14 , Euro BUXL Future Sept14 , E-mini NASDAQ 100 Index Future Sept14 , AEX Index Future Sept14 ,
  • Category: Managed Futures
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  • Holdings: Amgen Inc , Roche Holding AG Dividend Right Cert. , Seattle Genetics Inc , Biogen Idec Inc , Eli Lilly and Co ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Celgene Corp , Intuit Inc , Facebook Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 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 RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Vertex Pharmaceuticals Inc , Cree Inc , Euronet Worldwide Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class C , Verizon Communications Inc , Apple Inc , Procter & Gamble Co , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , International Container Terminal Services Inc , Naspers Ltd Class N , Novo Nordisk A/S Class B ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Value Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC , Sorenson Communications Inc , Spirit Realty Capital Inc , Transocean Ltd , Ageas NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Long Government
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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Premium Funds From: tortx - Tortoise MLP & Pipeline Investor to gaitx - American Funds Gr and Inc Port C
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