Premium Funds From: dffvx - DFA US Targeted Value I to iymix - Ivy Mid Cap Growth I


  • Holdings: Trinity Industries Inc , First Solar Inc , Legg Mason Inc , Omnicare Inc , Avis Budget Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PepsiCo Inc , Becton Dickinson & Co , 3M Co , Praxair Inc , Accenture PLC Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: SBA Communications Corp , TransDigm Group Inc , Gartner Inc Class A , Fleetcor Technologies, Inc. , Waste Connections Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Amgen Inc , Actavis PLC , Apple Inc , EMC Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Berkshire Hathaway Inc Class A , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Prologis Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Sampo Oyj Class A , Lloyds Banking Group PLC , Bayer AG , Don Quijote Holdings Co.,Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Sempra Energy , Cardinal Health Inc , Ameriprise Financial Inc , DISH Network Corp , Tyson Foods Inc Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Sampo Oyj Class A , Lloyds Banking Group PLC , Bayer AG , Don Quijote Holdings Co.,Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Prologis Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Berkshire Hathaway Inc Class A , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , Facebook Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Microsoft Corp , Wells Fargo & Co , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , Service Corp International Inc , Comcast Corp Class A , Ford Motor Co , General Motors Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fiserv Inc , IHS Inc Class A , Textron Inc , Altera Corp , CarMax Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Growth Company ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan Tobacco Inc , Itochu Corp , KT&G Corp , Suntory Beverage & Food Ltd , Tata Motors Ltd Class A ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Northern Trust Corp , Electronic Arts Inc , Intuitive Surgical Inc , Microchip Technology Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: dffvx - DFA US Targeted Value I to iymix - Ivy Mid Cap Growth I
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