Premium Funds From: nbhax - Neuberger Berman Equity Income A to pmsax - Principal Global Multi-Strategy A


  • Holdings: Prologis Inc , NextEra Energy Inc , Wells Fargo & Co , Equity Residential , Singapore Telecommunications Limited ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: SBA Communications Corp , Universal Health Services Inc Class B , Electronic Arts Inc , Henry Schein Inc , Vantiv Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C , Gilead Sciences Inc ,
  • Category: Large Growth
  • 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: S+p500 Emini Fut Sep14 Xcme 20140919 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Gilead Sciences Inc , Facebook Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Airlines Group Inc , Las Vegas Sands Corp , Illumina Inc , Liberty Global PLC Class C , Tesla Motors Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Newhall Holding Co Llc, Class A , Forest City Enterprises Inc Class A , Songbird Estates PLC , Cheung Kong Holdings Ltd , Weyerhaeuser Co ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , Micron Tech Cv 1.625% ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , Bayerische Motoren Werke AG BMW , SAP SE ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: East West Bancorp Inc , First Republic Bank , White Mountains Insurance Group Ltd , Spirit Airlines Inc , Centene Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Pfizer Inc , Teva Pharmaceutical Industries Ltd ADR , Medtronic Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Goldcorp Inc , Randgold Resources Ltd ADR , Tahoe Resources Inc , Royal Gold Inc , Eldorado Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Global X FTSE Greece 20 ETF , iShares MSCI Ireland Capped , iShares MSCI Austria Capped , CurrencyShares® Euro ETF ,
  • Category: Long/Short Equity
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  • Holdings: American Realty Capital Properties Inc Class A , Micron Technology Inc , Hynix Semiconducto , DST Systems, Inc. , Comcast Corp Class A ,
  • Category: Long/Short Equity
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Fortinet Inc , Trulia Inc , Medidata Solutions Inc , FEI Co , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Tesla Motors Inc , Netflix Inc , LinkedIn Corp Class A , Amazon.com Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SAP SE , BT Group PLC , Essentra PLC , Royal Boskalis Westminster NV , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: 90day Euro$ Futr Dec15 , 3mo Euro Euribor Dec15 , E-mini S&P 500 Index Future Sept14 , Interest Rate Swap Receive Fixed , 1% Interest Rate Floor ,
  • Category: Multialternative
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Premium Funds From: nbhax - Neuberger Berman Equity Income A to pmsax - Principal Global Multi-Strategy A
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