Premium Funds From: vvplx - Vulcan Value Partners to vaipx - Vanguard Inflation-Protected Secs Adm


  • Holdings: Oracle Corporation , Apple Inc , Aberdeen Asset Management PLC , Starwood Hotels & Resorts Worldwide Inc , Franklin Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Mid-America Apartment Communities ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , NXP Semiconductors NV , Google Inc Class C , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Acuity Brands Inc , SunEdison Inc , Questcor Pharmaceuticals Inc , AthenaHealth Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Harbinger Grp 7.875% , Plains All American Pipeline LP , Greenwich Cap Cmbs 2007-Gg9 CMO ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: El Paso Pipeline Partners LP , Targa Resources Partners LP , Enterprise Products Partners LP , Buckeye Partners LP , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: PPL Corp , Republic Services Inc Class A , Canadian Pacific Railway Ltd , Plains GP Holdings LP Class A , Torchmark Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wendy's Co Class A , Microsoft Corp , Johnson & Johnson , Novartis AG ADR , Vivendi SA ,
  • Category: World Stock
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  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Hanesbrands Inc , Rite Aid Corp , Foot Locker Inc , Arthur J Gallagher & Co , Snap-on Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: eBay Inc , Microsoft Corp , Oracle Corporation , Target Corp , Directv ,
  • Category: World Stock
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  • Holdings: CNO Financial Group, Inc. , Virtus Investment Partners, Inc. , Granite Real Estate Inc Shs of Granite Real Estate Inc + 1 TU Granite REIT , Carpenter Technology Corporation , Rent-A-Center, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: VF Corporation , Perrigo Company PLC , Roche Holding AG ADR , EOG Resources Inc , Sherwin-Williams Company ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Energy Transfer Equity LP , United Tech , Och-Ziff Capital Management Group LLC , Nextera Engy Pfd , Verizon Communications Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Canadian Pacific Railway Ltd , Biogen Idec Inc , Monsanto Co , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Carbo Ceramics Inc , StanCorp Financial Group Inc , HSN Inc , Progressive Waste Solutions Ltd , Cash America International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Flextronics International Ltd , Timken Co , Trueblue Inc , Synaptics Inc , Plexus Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Republic Services Inc Class A , Northern Trust Corp , Imperial Oil Ltd , ADT Corp , Applied Materials Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 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: 4 Stars
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  • Holdings: HCC Insurance Holdings Inc , First Niagara Financial Group Inc , Convergys Corporation , Global Payments Inc , Investors Bancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , JPMorgan Chase & Co , Walgreen Co , Total SA , Novartis AG ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Amgen Inc , Biogen Idec Inc , Eli Lilly and Co , Southwest Airlines Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Rite Aid Corp , Portland General Electric Co , CYS Investments Inc , Tivo Inc , Iconix Brand Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tech Data Corp , Federated Investors, Inc. Class B , World Fuel Services Corp , PacWest Bancorp , TCF Financial Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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Premium Funds From: vvplx - Vulcan Value Partners to vaipx - Vanguard Inflation-Protected Secs Adm
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