Premium Funds From: trrex - T. Rowe Price Real Estate to msavx - Invesco American Value A


  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Essex Property Trust Inc , Public Storage , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , Intel Cv 2.95% ,
  • Category: Large Value
  • 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: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Procter & Gamble Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: VCA Inc , Catalent Inc , American Assets Trust Inc , Neenah Paper Inc , Deluxe Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Microsoft Corp , Home Depot Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Health Care Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Vanguard Mid-Cap Value ETF , Vanguard Value ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Astellas Pharma Inc , Japan Tobacco Inc , Hoya Corp , East Japan Railway Co , Mitsubishi UFJ Financial Group Inc ,
  • Category: Japan Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Reliance Steel and Aluminum , Unit Corp , Pason Systems Inc , Federated Investors, Inc. Class B , NVR Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Puma Biotechnology Inc , InterMune Inc , WEX Inc , Kodiak Oil & Gas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , Berkshire Hathaway Inc Class B ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MIP Active Stock Master , BlackRock CoreAlpha Bond Investor A , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Value Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Turquoise Hill Resources Ltd , First Quantum Minerals Ltd , Sociedad Quimica Y Minera De Chile SA ADR , Cabot Oil & Gas Corp Class A , Mosaic Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Cisco Systems Inc , Visa Inc Class A , Amazon.com Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SanDisk Corp , Ameriprise Financial Inc , Cigna Corp , Hartford Financial Services Group Inc , Mattel Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , E-mini S&P 500 Index Future Dec14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of America Corporation , Apache Corporation , MasterCard Inc Class A , American International Group Inc , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Small Cap Equity Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Puma Biotechnology Inc , InterMune Inc , WEX Inc , Kodiak Oil & Gas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Universal Health Services Inc Class B , Comerica Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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Premium Funds From: trrex - T. Rowe Price Real Estate to msavx - Invesco American Value A
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