Premium Funds From: pvoyx - Putnam Voyager A to sdrax - Swan Defined Risk A


  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Medivation Inc , Agios Pharmaceuticals Inc , Palo Alto Networks Inc , TRW Automotive Holdings Corp , Macquarie Infrastructure Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series International Value F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Teledyne Technologies Inc , Triquint Semiconductor , Tyler Technologies Inc , West Pharmaceutical Services Inc , Treehouse Foods Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Carter's Inc , Blackbaud Inc , Sensient Technologies Corp , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Brunswick Corp , Incyte Corp Ltd , Pacira Pharmaceuticals Inc , SS&C Technologies Holdings Inc , Treehouse Foods Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Kroger Co , Sempra Energy , Illumina Inc , Cigna Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Masonite International Corp , Horace Mann Educators , Con-way Inc , First Horizon National Corp , Matson Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Great-West Bond Index Init , PIMCO Real Return Admin , Great-West S&P 500® Index Init , Great-West Federated Bond Init , Great-West Putnam High Yield Bond Init ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: E-Mini S&P 500 , Sigma-Aldrich Corp , Vertex Pharmaceuticals Inc , CF Industries Holdings Inc , E I du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Twenty-First Century Fox Inc Class B , Microsoft Corp , Medtronic Inc , Merck & Co Inc , Symantec Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Diversified Bd Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV , JHFunds2 Blue Chip Growth NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Michael Kors Holdings Ltd , Valero Energy Corp ,
  • Category: Large Growth
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  • Holdings: Sanofi ADR , Novartis AG ADR , Campbell Soup Co , Wendy's Co Class A , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Enbridge Energy Partners LP , Energy Transfer Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 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 NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: Baidu Inc ADR , Tencent Holdings Ltd. , AIA Group Ltd , SOFTBANK Corp , SMC Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Mini DJ Industrial Avg ($5) Future Sept14 , Visa Inc Class A , International Business Machines Corp , Goldman Sachs Group Inc , 3M Co ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Samsung Electronics Co Ltd , Hana Financial Group Inc , BNP Paribas , Sanofi , Credit Suisse Group ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Health Care Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
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Premium Funds From: pvoyx - Putnam Voyager A to sdrax - Swan Defined Risk A
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