Premium Funds From: oardx - Oppenheimer Rising Dividends A to aaanx - Horizon Active Asset Allocation N


  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , PepsiCo Inc , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Cognex Corp , Receptos Inc , Team Health Holdings Inc , Cavium Inc , Agios Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Illumina Inc , Twitter Inc , LinkedIn Corp Class A , Intuitive Surgical Inc , Tesla Motors Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: MasterCard Inc Class A , Apache Corporation , Oracle Corporation , American International Group Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Bny Mellon Cash Reserve Eod Fund , Berkshire Hathaway Inc Class A , Markel Corporation , Intel Corp , XPO Logistics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® S&P 500 ETF , Directv , iShares Russell 2000 , Allergan Inc , Covidien PLC ,
  • Category: Multialternative
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  • Holdings: BlackRock Total Return , BlackRock Inflation Prted Bd BlackRock , BlackRock Strategic Income Opps Instl , BlackRock Global Long/Short Credit Instl , BlackRock Global Long/Short Equity Instl ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , Duke Energy Corporation , NextEra Energy Inc , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , Mettler-Toledo International Inc , Amphenol Corp Class A , Cepheid ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Guggenheim Strategy I , Apple Inc , Microsoft Corp , Intel Corp , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , PepsiCo Inc , Occidental Petroleum Corp , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Home Depot Inc , CVS Health Corp , Genuine Parts Co , Coca-Cola Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , CVS Health Corp , Merck & Co Inc , MetLife Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Aspen Technology Inc , Vertex Pharmaceuticals Inc , Cree Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Aspen Pharmacare Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares , Ping An Insurance Group H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , MasterCard Inc Class A , Home Depot Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Physical Gold , Royal Gold Inc , Franco-Nevada Corp , Goldcorp Inc , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Union Pacific Corp , Visa Inc Class A , Celgene Corp , Baidu Inc ADR ,
  • Category: Large Growth
  • 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: 5 Stars
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  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia Income Opportunities I , Columbia US Government Mortgage I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , PowerShares QQQ ETF , iShares S&P 500 Growth , iShares MSCI ACWI , iShares Core S&P 500 ,
  • Category: Tactical Allocation
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Premium Funds From: oardx - Oppenheimer Rising Dividends A to aaanx - Horizon Active Asset Allocation N
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