Premium Funds From: usblx - USAA Growth and Tax Strategy to rirbx - American Funds Capital Income Bldr R2


  • Holdings: Lewisville Tex Combination Con Ref 5.8% , Apple Inc , Oneida Cnty N Y Indl Dev Agy C Civic Fac , Rockport Ind Pollution Ctl Rev Po 4.625% , Orlando Fla Tourist Dev Tax Re Sr 5.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Amazon.com Inc , Visa Inc Class A , Priceline Group Inc , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Stericycle Inc , Jones Lang LaSalle Inc , j2 Global Inc , Robert Half International Inc , Guidewire Software Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gotham Neutral Institutional , Arbitrage Event-Driven I , Boston Partners Long/Short Rsrch Instl , Whitebox Tactical Opportunities Instl , AQR Managed Futures Strategy I ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: S+p500 Emini Fut Mar15 Xcme 20150320 , Zimmer Holdings Inc , Enbridge Inc , Brookfield Infrastructure Partners LP , DaVita HealthCare Partners Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , PepsiCo Inc , 3M Co , Microsoft Corp , Abbott Laboratories ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Mar15 Ifus 20150320 , Mini Msci Eafe Mar15 Ifus 20150320 , Exxon Mobil Corporation , Microsoft Corp ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Baxter International Inc , Ford Motor Co , Wells Fargo & Co , AT&T Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Spirit Airlines Inc , East West Bancorp Inc , Cavium Inc , Mattress Firm Holding Corp , WR Berkley Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Check Point Software Technologies Ltd , Israel Chemicals Ltd , Perrigo Co PLC , Bank Hapoalim B M ,
  • Category: Miscellaneous Region
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  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Research R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: HSN Inc , StanCorp Financial Group Inc , Progressive Waste Solutions Ltd , CubeSmart , Fair Isaac Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Facebook Inc Class A , Visa Inc Class A , Oracle Corporation , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Select Income REIT , Gaming and Leisure Properties, Inc. , Klépierre , Ellington Financial LLC , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: TJX Companies , Alliance Data Systems Corp , General Dynamics Corp , Union Pacific Corp , Roper Industries Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Copart Inc , Allegiant Travel Co LLC , Cimpress NV , Spirit Airlines Inc , Cornerstone OnDemand Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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Premium Funds From: usblx - USAA Growth and Tax Strategy to rirbx - American Funds Capital Income Bldr R2
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