Premium Funds From: artgx - Artisan Global Value Investor to llpfx - Longleaf Partners


  • Holdings: Oracle Corporation , Bank of New York Mellon Corp , Microsoft Corp , Royal Bank of Scotland Group (The) PLC , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Morgan Stanley , Viacom Inc Class B , Applied Materials Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: First Republic Bank , Magellan Financial Group Ltd , Roadrunner Transportation Systems Inc , RPS Group PLC , Melexis ,
  • Category: World Stock
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  • Holdings: SVB Financial Group , Westinghouse Air Brake Technologies Corp , Ultimate Software Group Inc , Matrix Service Co , Demandware Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Hyundai Motor Co , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: MainStay MAP I , MainStay US Small Cap I , MainStay Large Cap Growth I , Mainstay US Equity Opportunities I , MainStay ICAP International I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Waste Connections Inc , Jarden Corp , Associated Banc-Corp , Proassurance Corp , Idexx Laboratories ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 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
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  • Holdings: JPMorgan Chase & Co , Amgen Inc , Bny Mellon Cash Reserve Eod Fund , EMC Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: First Republic Bank , Cavium Inc , Protective Life Corp , Centene Corp , Pacira Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , AptarGroup, Inc. , Polaris Industries Inc , Compass Minerals International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for nbgax investment picks
  • Holdings: American Airlines Group Inc , Keurig Green Mountain Inc , Lear Corp , Actavis PLC , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for groyx investment picks
  • 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: 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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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Micron Technology Inc , Gilead Sciences Inc , United Continental Holdings Inc , Bristol-Myers Squibb Company ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ithax investment picks
  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , General Electric Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for marnx investment picks
  • Holdings: MM MSCI EAFE® International Index I , MassMutual Select Overseas I , MassMutual Premier Disciplined Value R5 , MassMutual Premier Disciplined Gr R5 , MassMutual Premier Core Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mroyx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Intuit Inc , MasterCard Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tirtx investment picks
  • Holdings: Casey's General Stores Inc , Granite Construction Inc. , Jack In The Box Inc , MDC Partners Inc Class A , Harsco Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for rebsx investment picks
  • Holdings: Loews Corp , Level 3 Communications Inc , FedEx Corp , Cheung Kong Holdings Ltd , Chesapeake Energy Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Premium Funds From: artgx - Artisan Global Value Investor to llpfx - Longleaf Partners
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