Premium Funds From: oakgx - Oakmark Global I to opgix - Oppenheimer Global Opportunities A


  • Holdings: Oracle Corporation , Credit Suisse Group , TE Connectivity Ltd , General Motors Co , Julius Baer Gruppe AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Bayer AG , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan High Yield R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan High Yield R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Bayer AG , Nestle SA , HSBC Holdings PLC , Compass Group PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 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: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Red Hat Inc , Amazon.com Inc , Cisco Systems Inc , Microsoft Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Bank of America Corporation ,
  • Category: Large Blend
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard REIT Index ETF , Questcor Pharmaceuticals Inc , Centene Corp , Teledyne Technologies Inc , Toro Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Affiliated Managers Group Inc , Equinix Inc , SL Green Realty Corp , United Rentals Inc , Henry Schein Inc ,
  • Category: Mid-Cap Blend
  • 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: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Abercrombie & Fitch Co Class A , E*Trade Financial Corp , LPL Financial Holdings Inc , Harman International Industries Inc , ManpowerGroup ,
  • Category: Small Value
  • Morningstar Rating: 4 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: Fortinet Inc , Trulia Inc , Medidata Solutions Inc , FEI Co , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Sensata Technologies Holding N.V. , Solera Holdings Inc , TE Connectivity Ltd , Varian Medical Systems Inc , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Nektar Therapeutics Inc , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors Inc ,
  • Category: World Stock
  • 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: 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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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nektar Therapeutics Inc , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Premium Funds From: oakgx - Oakmark Global I to opgix - Oppenheimer Global Opportunities A
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