Premium Funds From: pmbmx - Principal MidCap R3 to rsesx - Russell US Strategic Equity S


  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , TJX Companies , Discovery Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Apple Inc , Wells Fargo & Co , Time Warner Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Allergan Inc , Biogen Idec Inc , Alaska Air Group Inc , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West Templeton Global Bond Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Sep14 Xcme 20140919 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 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: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Bank of America Corporation , Sears Holdings Corp , St Joe Corp , Amer Intl Grp ([Wts/Rts]) ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , PepsiCo Inc , Comcast Corp Class A , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO International Equity IV , GMO US Equity Allocation VI , GMO Asset Allocation Bond VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Realty Capital Properties Inc Class A , Apple Inc , Johnson & Johnson , Pfizer Inc , Ares Capital Corporation ,
  • Category: Conservative Allocation
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  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , CCL Industries Inc. , WuXi PharmaTech (Cayman) Inc ADR , Neopost ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Hutchison Whampoa Ltd , AIA Group Ltd , Baidu Inc ADR , Samsung Electronics Co Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Bayer AG ADR , BNP Paribas , Roche Holding AG , Fanuc Corp , Enbridge Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
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  • Holdings: Lions Gate Entmt Cv 1.25% , ConocoPhillips , Lions Gate Entmnt 5.25% , AT&T Inc , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Gartner Inc Class A , Idexx Laboratories , Illumina Inc , SBA Communications Corp , Arch Capital Group Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Alliance Data Systems Corp , Oracle Corporation , Cisco Systems Inc , Northrop Grumman Corp , Western Digital Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Long/Short Commodity TR Fund , Liberty All-Star Equity Common , First Opportunity Fund Inc. Common , LeggMason BW Global Inc Opps Common , Neuberger Berman Real Est Sec Common ,
  • Category: Tactical Allocation
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  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: AT&T Inc , MetLife Inc , ConocoPhillips , Ford Motor Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Fluidigm Corporation , RigNet, Inc. , eHealth, Inc. , Keryx Biopharmaceuticals, Inc. , Luxoft Holding Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , ConnectOne Bancorp Inc , Photronics Inc , Patterson-UTI Energy Inc , Unit Corp ,
  • Category: Small Value
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  • Holdings: Pfizer Inc , Apple Inc , Wells Fargo & Co , Bank of America Corporation , Johnson & Johnson ,
  • Category: Large Blend
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Premium Funds From: pmbmx - Principal MidCap R3 to rsesx - Russell US Strategic Equity S
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