Premium Funds From: caapx - Ariel Appreciation Investor to mitix - MFS Massachusetts Investors Tr I


  • Holdings: First American Financial Corp , Bristow Group Inc , Western Union Co , Stanley Black & Decker Inc , Northern Trust Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 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: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: S+p500 Emini Fut Dec14 Xcme 20141219 , PetSmart Inc , Zimmer Holdings Inc , Brookfield Infrastructure Partners LP , Russell 2000 Mini Dec14 Imeq 20141219 ,
  • Category: Long/Short Equity
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Exxon Mobil Corporation , Chevron Corp , PowerShares DB Commodity Tracking ETF , BHP Billiton PLC ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Johnson & Johnson , Pfizer Inc , Ares Capital Corporation , Novartis AG ,
  • Category: Conservative Allocation
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: GMO Global Asset Allocation III ,
  • Category: World Allocation
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  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Salesforce.com Inc , MasterCard Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Covanta Holding Corp , Bank of New York Mellon Corp , POSCO ADR , Cavco Industries Inc , Wheelock and Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Tech Data Corp , PacWest Bancorp , Federated Investors, Inc. Class B , TCF Financial Corp , World Fuel Services Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company , Fidelity® Series Growth & Income ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 1-3 Year Treasury Bond , Wal-Mart Stores Inc , Qualcomm Inc , Pfizer Inc , Hanover Insurance Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Landstar System Inc , Genesee & Wyoming Inc Class A , East West Bancorp Inc , Proassurance Corp , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wynn Resorts Ltd , Ametek Inc , Stanley Black & Decker Inc , Westinghouse Air Brake Technologies Corp , Robert Half International Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Teledyne Technologies Inc , Triquint Semiconductor , Tyler Technologies Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Tesla Motors Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Teledyne Technologies Inc , Triquint Semiconductor , Tyler Technologies Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Danaher Corp , Visa Inc Class A , Johnson & Johnson , EMC Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: caapx - Ariel Appreciation Investor to mitix - MFS Massachusetts Investors Tr I
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