Premium Funds From: vwuax - Vanguard US Growth Admiral to hfmcx - Hartford MidCap A


  • Holdings: Apple Inc , MasterCard Inc Class A , Microsoft Corp , Celgene Corp , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 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: Simon Property Group Inc , Boston Properties Inc , Prologis Inc , AvalonBay Communities Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Vodafone Group PLC ADR , Bank of Montreal , China Mobile Ltd ADR , CenturyLink Inc , ORANGE ADR ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Comcast Corp Class A , Qualcomm Inc , Kansas City Southern Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: WisdomTree Investments Inc , Realpage Inc , Sears Holdings Corp , Akorn Inc , Rackspace Hosting Inc ,
  • Category: Mid-Cap Growth
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  • Holdings: Health Care REIT, Inc. , United Continental Holdings Inc , AvalonBay Communities Inc , Delphi Automotive PLC , L Brands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE , iShares 7-10 Year Treasury Bond , iShares iBoxx $ Invst Grade Crp Bond , Vanguard FTSE Europe ETF , SPDR® Barclays High Yield Bond ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , US Treasury Bond 3.875% , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , Polaris Industries Inc , AptarGroup, Inc. , Icon PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lear Corp , Western Digital Corp , TD Ameritrade Holding Corp , Robert Half International Inc , Marsh & McLennan Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: NOVO-NORDISK A S , Bayer AG , Orix Corp , Anheuser-Busch Inbev SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Texas Instruments Inc , Newell Rubbermaid Inc , American Express Co , Progressive Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Home Depot Inc , Boeing Co , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Blue Chip Growth NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Allergan Inc , Biogen Idec Inc , Walt Disney Co , Northrop Grumman Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Jarden Corp , Waste Connections Inc , Taminco Corp , Portland General Electric Co , RLJ Lodging Trust ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Wells Fargo & Co , Apple Inc , American Express Co , Time Warner Inc ,
  • Category: Long/Short Equity
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: China Mobile Ltd , ING Groep N.V. , Novartis AG , Sony Corp , Hong Kong Exchanges and Clearing Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Google Inc Class A , Facebook Inc Class A , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Floating Rate Institutional , Deutsche Enhanced Commodity Strat Instl , Deutsche Global Inflation Institutional , SPDR® Barclays Convertible Secs ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Hewlett-Packard Co , Seagate Technology PLC , Sealed Air Corp , Valeant Pharmaceuticals International Inc , Eastman Chemical Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Advance Auto Parts Inc , Alkermes PLC , Robert Half International Inc , Equifax Inc , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: vwuax - Vanguard US Growth Admiral to hfmcx - Hartford MidCap A
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