Premium Funds From: hlfnx - Hennessy Large Cap Financial Investor to faffx - Fidelity Advisor Freedom 2040® A


  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Visa Inc Class A , Bank of America Corporation , MasterCard Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , Visa Inc Class A , Colgate-Palmolive Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Royal Dutch Shell PLC Class A , Microsoft Corp , Home Depot Inc , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo Advantage Government Sec I , Wfa Core Bond Portfolio , MFS® Value I , PIMCO High Yield Instl , T. Rowe Price Blue Chip Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Crown Holdings Inc , Xerox Corporation , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: United Insurance Holdings Corp , Addus HomeCare Corp , RadNet Inc , Roundys Inc , USA Truck Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya Multi-Manager International Eq I , Voya Large Cap Growth Port I , Voya International Core I , Voya Multi-Manager Large Cap Core Port I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: China Mobile Ltd , UBS Group AG , Sony Corp , Novartis AG , Intesa Sanpaolo ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Silicon Motion Technology Corp ADR , Apple Inc , Himax Technologies Inc ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Plug Power Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wal-Mart Stores Inc , Applied Materials Inc , Bank of America Corporation , Google Inc Class C , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nuveen Long/Short Commodity TR , GDL Fund , First Opportunity Fund Inc. , RMR Real Estate Income Fund , Liberty All-Star Equity ,
  • Category: Tactical Allocation
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  • Holdings: Samsung Electnc Pfd , Housing Development Finance Corp Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Astra International Tbk ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Pfizer Inc , Chevron Corp , Procter & Gamble Co , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , General Growth Properties Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: EMCOR Group, Inc. , DST Systems, Inc. , NorthWestern Corp , ExamWorks Group Inc , Broadridge Financial Solutions ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West S&P Mid Cap 400® Index Init , Great-West International Index Init , Great-West S&P SmallCap 600® Index Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: CarMax Inc , Fiserv Inc , Pall Corporation , IHS Inc Class A , Alkermes PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: SBA Communications Corp , Gartner Inc Class A , TransDigm Group Inc , Berry Plastics Group Inc , Brookdale Senior Living Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: JHancock Redwood NAV , JHancock Absolute Return Currency NAV , JHancock Global Absolute Ret Strats NAV , JHancock Short Duration Credit Opps NAV , JHancock Seaport NAV ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 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 Advisor® Ser Stk Sel Lg Cp Val ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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Premium Funds From: hlfnx - Hennessy Large Cap Financial Investor to faffx - Fidelity Advisor Freedom 2040® A
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