Premium Funds From: vsmix - Invesco SmallCapValue Y to fdcax - Fidelity Capital Appreciation


  • Holdings: Abercrombie & Fitch Co Class A , E*Trade Financial Corp , LPL Financial Holdings Inc , Harman International Industries Inc , ManpowerGroup ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Intel Corp , UnitedHealth Group Inc , Allstate Corp , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: CBRE Group Inc , Jones Lang LaSalle Inc , KKR & Co LP , Gannett Co Inc , Lazard Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Delta Lloyd N.V , freenet AG , Helvetia Holding AG , Smurfit Kappa Group PLC , Groupe Eurotunnel SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Blackbaud Inc , Carter's Inc , Cadence Design Systems Inc , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliance Data Systems Corp , West Pharmaceutical Services Inc , PTC Inc , Urban Outfitters Inc , Salix Pharmaceuticals Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: NewMarket Corp , Wells Fargo & Co , CarMax Inc , General Dynamics Corp , BlackRock Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme 12/14/15 , Erauslt Trs Equity 1ml+45.5 Jpm , Erauslt Trs Equity 1ml+27 Cbk ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , AT&T Inc , Microsoft Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Walgreen Co , Total SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Hospira Inc , Carbo Ceramics Inc , Align Technology Inc , Apple Inc , Accuray Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan International Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: Devon Energy Corp , CareFusion Corp , Alleghany Corp , KLA-Tencor Corp , Patterson Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Google Inc Class A , Microsoft Corp , Apple Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Sempra Energy , Edison International , ITC Holdings Corp , NiSource Inc , Broadcom Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series International Value F , Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series Growth & Income F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , MasterCard Inc Class A , Visa Inc Class A , Biogen Idec Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , AptarGroup, Inc. , Polaris Industries Inc , Compass Minerals International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , General Electric Co , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan High Yield R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Bond 3.75% , US Treasury Note 0.25% , US Treasury Note 2.75% , US Treasury Bond 3.875% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Growth & Income Inv , Vanguard Windsor™ Inv , Vanguard Windsor™ II Inv , Vanguard Morgan™ Growth Inv , Vanguard US Growth Inv ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A , Starbucks Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: vsmix - Invesco SmallCapValue Y to fdcax - Fidelity Capital Appreciation
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