Premium Funds From: dodbx - Dodge & Cox Balanced to klcix - Federated Kaufmann Large Cap Instl


  • Holdings: Hewlett-Packard Co , Wells Fargo & Co , Capital One Financial Corp , Microsoft Corp , Novartis AG ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: General Mills Inc , Campbell Soup Co , Heineken NV , Walgreens Boots Alliance Inc , General Dynamics Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Icahn Enterprises LP , Howard Hughes Corp , Siem Industries Inc , DREAM Unlimited Corp Class A , Dundee Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Amgen Inc , Microsoft Corp , Citigroup Inc , Morgan Stanley ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , Actavis PLC , Merck & Co Inc , AstraZeneca PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Hospira Inc , Apple Inc , Align Technology Inc , EMC Corp , Facebook Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR® Barclays High Yield Bond ETF , iShares US Preferred Stock , iShares iBoxx $ Invst Grade Crp Bond , Barclays Bk 7.625% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Sumitomo Mitsui Financial Group Inc , Samsung Electronics Co Ltd , KDDI Corp , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Reliance Steel and Aluminum , Ritchie Bros Auctioneers Inc , Genesco Inc , Buckle, Inc. , Thor Industries Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , General Growth Properties Inc , Mitsubishi Estate Co Ltd , Prologis Inc , Macerich Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Fresenius Medical Care AG & Co. KGaA , Western Digital Corp , Amphenol Corp Class A , Express Scripts , Praxair Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: RF Micro Devices Inc , Triquint Semiconductor , Covidien PLC , Allergan Inc , Applied Materials Inc ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Amgen Inc , Ameriprise Financial Inc , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Short-Term Bond , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity® Series Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 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: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S+p500 Emini Fut Mar15 Xcme 20150320 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Reliance Industries Ltd , United Continental Holdings Inc , ARM Holdings PLC , Evergrande Real Estate Group Ltd , Adani Enterprises Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Lam Research Corp , Synopsys Inc , Teradyne Inc , Synaptics Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Demandware Inc , Sapient Corp , Astronics Corp , Shutterfly Inc , Viasat Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , HCC Insurance Holdings Inc , Ansys Inc , Morningstar Inc , DENTSPLY International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , Johnson & Johnson , Apple Inc , Microsoft Corp , Ares Capital Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: American Express Co , Berkshire Hathaway Inc Class A , International Business Machines Corp , Qualcomm Inc , ABB Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Incyte Corp Ltd , TE Connectivity Ltd , Apple Inc , Micron Technology Inc , Shire PLC ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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Premium Funds From: dodbx - Dodge & Cox Balanced to klcix - Federated Kaufmann Large Cap Instl
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