Premium Funds From: rwmcx - American Funds Washington Mutual R3 to bptrx - Baron Partners Retail


  • Holdings: Microsoft Corporation , Boeing Co , Home Depot, Inc. , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments, Inc. , Home Depot, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Netflix, Inc. , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Google Inc Class A , Galaxy Entertainment Group Ltd. ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Amazon.com Inc , Gilead Sciences Inc , Home Depot, Inc. , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Long Gilt (Fut) , Euro Bond (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Kroton Educacional SA , OJSC Magnit GDR , Hsbc Bk , Galaxy Entertainment Group Ltd , Facebook Inc Class A ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • 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: 4 Stars
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  • Holdings: Google Inc Class A , Qualcomm, Inc. , FireEye Inc , Facebook Inc Class A , NXP Semiconductors NV ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: American Realty Capital Properties Inc Class A , Rite Aid Corp , Northstar Realty Finance Corp , Acuity Brands Inc , SunEdison Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nachi-Fujikoshi Corp. , Tsuruha Holdings Inc. , ITOCHU Techno-Solutions Corporation , Dollarama Inc , Kingspan Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 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: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , Janus Diversified Alternatives N , INTECH International I ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , BP PLC , Amgen Inc , Gilead Sciences Inc , Altria Group Inc. ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Qualcomm Inc , Google Inc Class A , Apple Inc , Facebook Inc Class A ,
  • Category: Large Growth
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  • Category: Bank Loan
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  • Holdings: First Republic Bank (San Francisco, CA) , Magellan Financial Group Ltd , Roadrunner Transportation Systems, Inc. , Clinigen Group PLC , RPS Group PLC ,
  • Category: World Stock
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , NCR Corp , Samsung Electronics Co Ltd GDR , Porsche Automobil Holding SE ,
  • Category: Large Blend
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Oracle Corporation , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Bny Mellon Cash Reserve Eod Fund , Almarai Co , Gentera SAB de CV , Banco Latinoamericano de Comercio Exterior SA Class E , Credicorp Ltd ,
  • Category: Foreign Small/Mid Growth
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Procter & Gamble Co , Citigroup Inc , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Mutual Shares R6 , Templeton Growth R6 , Franklin Income R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Equity-Income , Fidelity® Series High Income ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Raven Industries Inc , AAON Inc , Sun Hydraulics Corp , HealthStream Inc , Omnicell Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: ITC Holdings Corp , Arch Capital Group Ltd , Hyatt Hotels Corporation , Concho Resources, Inc. , CoStar Group, Inc. ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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Premium Funds From: rwmcx - American Funds Washington Mutual R3 to bptrx - Baron Partners Retail
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