Premium Funds From: peopx - Dreyfus S&P 500 Index to merdx - Meridian Growth Legacy


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Shire PLC ADR , Qualcomm Inc , Microsoft Corp , Stifel Financial Corp ,
  • Category: Aggressive Allocation
  • 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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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Johnson & Johnson , Gilead Sciences Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Tenneco Inc , Rosetta Resources Inc , Maximus Inc , Triumph Group Inc , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bny Mellon Cash Reserve Eod Fund , HDFC Bank Ltd ADR , Banco Latinoamericano de Comercio Exterior SA Class E , Gentera SAB de CV , PT Nippon Indosari Corpindo Tbk ,
  • Category: Foreign Small/Mid Growth
  • 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: BlackRock Russell 1000® Index Investor A , iShares Core MSCI Total Intl Stk , Blackrock ACWI Ex-US Index Investor A , BlackRock Bond Index Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl , JPMorgan Growth Advantage R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares 7-10 Year Treasury Bond , iShares iBoxx $ Invst Grade Crp Bond , Vanguard FTSE Europe ETF , SPDR® Barclays High Yield Bond ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class C , Verizon Communications Inc , Apple Inc , Procter & Gamble Co , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Skyworks Solutions Inc , SBA Communications Corp , Affiliated Managers Group Inc , Invesco Ltd , NiSource Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: America Movil SAB de CV ADR , Samsung Electronics Co Ltd , Grupo Financiero Banorte SAB de CV Class O , Cemex SAB de CV ADR , Commercial International Bank (Egypt) SAE ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Sally Beauty Holdings Inc , Solera Holdings Inc , Heico Corp Class A , Carter's Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Gold , Galaxy Entertainment Group Ltd. , AIA Group Ltd , Las Vegas Sands Corp , Media Group Holdings Llc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Equinox Chesapeake Strategy ,
  • Category: Managed Futures
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  • Holdings: Apache Corporation , Devon Energy Corp , Chevron Corp , Exxon Mobil Corporation , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 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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  • Category: World Bond
  • Morningstar Rating: 5 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: Carter's Inc , VistaPrint Ltd , Gartner Inc Class A , Cadence Design Systems Inc , Sensata Technologies Holding N.V. ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: peopx - Dreyfus S&P 500 Index to merdx - Meridian Growth Legacy
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