Premium Funds From: smlpx - Salient MLP & Energy Infrastructure II I to msegx - Morgan Stanley Inst Growth A


  • Holdings: Targa Resources Corp , Williams Companies Inc , Kinder Morgan Management LLC , ONEOK Inc , Kinder Morgan, Inc. ,
  • Category: Energy Limited Partnership
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  • Holdings: Liberty Ventures Class A , Jarden Corp , LinkedIn Corp Class A , Schibsted ASA , Dunkin Brands Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG , Eli Lilly and Co , FedEx Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Oracle Corporation , Bank of America Corporation , General Motors Co , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Newmont Mng Cv 1.25% , Tibco Software Cv 2.25% , Navistar Intl Corp New Cv 3% , Nuance Comms Cv 2.75% , Wells Fargo & Co New Pfd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Markets Currency Instl , PIMCO Emerging Local Bond Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Google Inc Class A , Google Inc Class C , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Exxon Mobil Corporation , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Comcast Corp Class A , Priceline Group Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , National Grid PLC , Spectra Energy Corp , Ferrovial SA ,
  • Category: World Stock
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  • Holdings: Naspers Ltd Class N , Roche Holding AG , Sanofi , Lafarge Sa , Hewlett-Packard Co ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Aspen Technology Inc , Pentair Ltd ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Howard Hughes Corp , Valeant Pharmaceuticals International Inc , Unit Corp , Cracker Barrel Old Country Store Inc , Lear Corp ,
  • Category: Mid-Cap Growth
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  • Holdings: Spx 04/19/14 C1860 S & P 500 Index , Spx 04/19/14 C1855 S&P 500 Index , Spx 04/19/14 C1865 S&P 500 Index , Spx 04/19/14 C1890 S & P 500 Index , Spx 04/04/14 C1870 S & P 500 Index ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Starwood Hotels & Resorts Worldwide Inc , Brookdale Senior Living Inc , Emeritus Corp , Hyatt Hotels Corp , CBRE Group Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , MasterCard Inc Class A , Visa Inc Class A , Priceline Group Inc , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Longboard , EURO STOXX 50 Index Future Mar14 , S&P Canada 60 Index Future Mar14 , E-mini NASDAQ 100 Index Future Mar14 , E-mini S&P 500 Index Future Mar14 ,
  • Category: Managed Futures
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Hewlett-Packard Co , Microsoft Corp , Roche Holding AG , Sanofi , Samsung Electronics Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Sanmina Corp , Zebra Technologies Corp , Avery Dennison Corp , Headwaters Inc , Spirit AeroSystems Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Umicore , Johnson Matthey PLC , Dominion Diamond Corp , AMCOL International Corp , Nevsun Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Hewlett-Packard Co , Capital One Financial Corp , Wells Fargo & Co , Microsoft Corp , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Cisco Systems Inc , Bank of New York Mellon Corp , JPMorgan Chase & Co , American Airlines Group Inc , Lincoln National Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Bank of America Corporation , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Short-Term Bond , Fidelity® Series High Income , Fidelity® Series International Value , Fidelity® Series International Growth ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: HDFC Bank Ltd ADR , Deutsche Bk Ag ([Wts/Rts]) , Banco Latinoamericano de Comercio Exterior SA Class E , Credicorp Ltd , Tod'S ,
  • Category: Foreign Small/Mid Growth
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  • Holdings: Google Inc Class A , Amazon.com Inc , Facebook Inc Class A , Illumina Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: smlpx - Salient MLP & Energy Infrastructure II I to msegx - Morgan Stanley Inst Growth A
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