Premium Funds From: ofdix - O'Shaughnessy Enhanced Dividend I to meihx - MFS Value R3


  • Holdings: AstraZeneca PLC ADR , Canadian Oil Sands Ltd , Bank of Montreal , Deutsche Telekom AG ADR , Ecopetrol S.A. ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Target Corp , Cisco Systems Inc , General Motors Co , Qualcomm Inc ,
  • Category: World Allocation
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  • Holdings: Apple Inc , Exxon Mobil Corporation , S+p500 Emini Fut Jun14 Xcme 20140620 , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Housing Development Finance Corp Ltd , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Alliance Data Systems Corp , International Rectifier , Booz Allen Hamilton Holding Corp , Rovi Corp , Alere Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan Intrepid International Inst ,
  • Category: Target Date 2051+
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  • Holdings: E-mini S&P MidCap 400 Index Future June14 , Actavis PLC , Alexion Pharmaceuticals Inc , Delta Air Lines Inc , Aon plc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , US Treasury Note 0.25% , Apple Inc , FNMA , US Treasury Note 2.75% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: Avis Budget Group Inc , CNO Financial Group Inc , Esterline Technologies , GATX Corp , LifePoint Hospitals Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Salesforce.com Inc , Catamaran Corp , Facebook Inc Class A , Visa Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Healthsouth Corp , Verint Systems Inc , Proassurance Corp , Belden Inc , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: Money Market-Taxable
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  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments, Inc. , Home Depot, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: ConocoPhillips , Cisco Systems Inc , Johnson Controls Inc , Broadcom Corp , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: PPL Corp , Republic Services Inc Class A , Canadian Pacific Railway Ltd , Plains GP Holdings LP Class A , Torchmark Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , ITC Holdings Corp , Edison International , Sempra Energy , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , International Tilts , Small Cap Lifepath ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , China Mobile Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for vemax investment picks
  • Holdings: Imperial Tobacco Group PLC , Coca-Cola Co , Sanofi , McDonald's Corp , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliance Data Systems Corp , JPMorgan Chase & Co , Delta Air Lines Inc , Sonic Automotive Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Fiserv Inc , Textron Inc , IHS Inc Class A , CarMax Inc , Pall Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
Sign-up for tlzix investment picks
  • Holdings: BT Group PLC , Sap AG , Roche Holding AG , Syngenta AG , Aalberts Industries NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Premium Funds From: ofdix - O'Shaughnessy Enhanced Dividend I to meihx - MFS Value R3
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