Premium Funds From: nyvtx - Davis NY Venture A to arfix - American Century One Choice 2015 Inv


  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Reed Elsevier PLC , Compass Group PLC , Roche Holding AG , British American Tobacco PLC , Sap AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , Mini Msci Eafe Jun14 Xnli 20140620 , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Roche Holding AG , Next PLC , Toyota Motor Corp , Fuji Heavy Industries ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
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  • Holdings: Tesla Motors Inc , Amazon.com Inc , Netflix Inc , Zillow Inc , LinkedIn Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Google Inc Class A , Google Inc Class C , Concho Resources Inc , CarMax Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Raytheon Co , AMCOL International Corp , RPM International Inc , United Technologies Corp , Illinois Tool Works Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: FEI Co , Teledyne Technologies Inc , Questcor Pharmaceuticals Inc , Centene Corp , Toro Co ,
  • Category: Small 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 2046-2050
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Amazon.com Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: First Eagle Global Cayman Fund , Oracle Corporation , Microsoft Corp , Gold Commodity In Ounces , Cisco Systems Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Cheniere Energy Inc , Targa Resources Corp , Energy Transfer Equity LP , NRG Energy Inc , Sempra Energy ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: Becton Dickinson & Co , Google Inc Class A , US Treasury Note 0.25% , Apple Inc , Morgan Stanley ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
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  • Holdings: Conversant Inc , Ashmore Group PLC , Everest Re Group Ltd , Navigators Group , Insperity Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , General Electric Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Sociedad Quimica Y Minera De Chile SA ADR , Turquoise Hill Resources Ltd , First Quantum Minerals Ltd , Mosaic Co , Cabot Oil & Gas Corp Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Visa Inc Class A , Apple Inc , Monsanto Co , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Astronics Corp , Popeyes Louisiana Kitchen Inc , Susser Holdings Corp , On Assignment Inc , Deckers Outdoor Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Howard Hughes Corp , Valeant Pharmaceuticals International Inc , Unit Corp , Cracker Barrel Old Country Store Inc , Lear Corp ,
  • Category: Mid-Cap Growth
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  • Holdings: Rite Aid Corp , Northstar Realty Finance Corp , ARRIS Group Inc , Targa Resources Corp , Tenneco Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
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  • Holdings: SBA Communications Corp , TransDigm Group Inc , Gartner Inc Class A , Fleetcor Technologies, Inc. , Waste Connections Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for bsfix investment picks
  • Holdings: Carter's Inc , SS&C Technologies Holdings Inc , Sensata Technologies Holding N.V. , Westinghouse Air Brake Technologies Corp , Dresser-Rand Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , JPMorgan Chase & Co , Schlumberger NV , Qualcomm Inc , Exxon Mobil Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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Premium Funds From: nyvtx - Davis NY Venture A to arfix - American Century One Choice 2015 Inv
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