Premium Funds From: ubvlx - Undiscovered Mgrs Behavioral Value Inst to vscpx - Vanguard Small Cap Index InstlPlus


  • Holdings: HCC Insurance Holdings Inc , Convergys Corporation , Investors Bancorp Inc , Piedmont Natural Gas Co , First Niagara Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Energy Transfer Partners LP , Enbridge Energy Partners LP , Regency Energy Partners LP , El Paso Pipeline Partners LP , Williams Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Delphi Automotive PLC , Mylan Inc , United Continental Holdings Inc , Alcoa Inc , Seagate Technology PLC ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 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: LyondellBasell Industries NV , AbbVie Inc , Apple Inc , Altria Group Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Shrt-Term Infl-Prot Sec Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , CarMax Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell 1000 Index Master ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Spirit AeroSystems Holdings Inc , Plantronics , Korn/Ferry International , Avery Dennison Corp , Headwaters Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Incyte Corp Ltd , Cantel Medical Corp , Tyler Technologies Inc , Ansys Inc , Cognex Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Gilead Sciences Inc , Union Pacific Corp , Wynn Resorts Ltd , Liberty Global PLC Class C , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Manhattan Associates Inc , SBA Communications Corp , Jack In The Box Inc , CoStar Group Inc , Westinghouse Air Brake Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
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  • Holdings: Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Us 5yr Note (Cbt) Dec14 Xcbt 20141231 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: HCA Holdings Inc , Southwest Airlines Co , Level 3 Communications Inc , Micron Technology Inc , Trinity Industries Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Schlumberger NV , Exxon Mobil Corporation , General Electric Co , Union Pacific Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Vertex Pharmaceuticals Inc , Alexion Pharmaceuticals Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
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  • Holdings: PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO EMG Intl LowVol RAFIĀ®-PLUS AR Inst , PIMCO EM Fdmtl IndexPLUS AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Long Government
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: American Airlines Group Inc , Carnival Corp , JPMorgan Chase & Co , United Continental Holdings Inc , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: HD Supply Holdings Inc , Flowserve Corp , Ebara , Pentair PLC , Calgon Carbon Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for cfwax investment picks
  • Holdings: Cooper Companies , Medivation Inc , Snap-on Inc , Arthur J Gallagher & Co , Alkermes PLC ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: ubvlx - Undiscovered Mgrs Behavioral Value Inst to vscpx - Vanguard Small Cap Index InstlPlus
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