Premium Funds From: schax - QS Legg Mason Lifestyle Allocation 85% A to aclmx - American Century NT Mid Cap Value Instl


  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , US Treasury Note 0.5% , JPMorgan Chase & Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Liberty Global PLC Class C , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Visa Inc Class A , Cisco Systems Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Visa Inc Class A , Cisco Systems Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Outerwall Inc , Iconix Brand Group Inc , Strayer Education Inc , Alaska Air Group Inc , CYS Investments Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Southwest Airlines Co , Ingredion Inc , Avago Technologies Ltd , Northrop Grumman Corp , Whirlpool Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Salesforce.com Inc , MasterCard Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , EOG Resources Inc , Chevron Corp , Baker Hughes Inc , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Intercontinental Exchange Inc , Constellation Brands Inc Class A , McGraw Hill Financial Inc , Old Dominion Freight Lines ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: United Parcel Service Inc (UPS) Class B , Medtronic Inc , Exxon Mobil Corporation , Target Corp , Emerson Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Teledyne Technologies Inc , Parexel International Corp , US Silica Holdings Inc , Treehouse Foods Inc , Triquint Semiconductor ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Teledyne Technologies Inc , Parexel International Corp , US Silica Holdings Inc , Treehouse Foods Inc , Triquint Semiconductor ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Lockheed Martin Corp , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , AbbVie Inc , Celgene Corp , Biogen Idec Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Gilead Sciences Inc , Amgen Inc , AbbVie Inc , Celgene Corp , Biogen Idec Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: MIP Active Stock Master , BlackRock Russell 1000 Index T , MIP International Tilts Master Portfolio , iShares Cohen & Steers REIT , BlackRock CoreAlpha Bond Investor A ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: MIP Active Stock Master , BlackRock Russell 1000 Index T , MIP International Tilts Master Portfolio , iShares Cohen & Steers REIT , BlackRock CoreAlpha Bond Investor A ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Intel Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Kohl's Corp , Loews Corp , Expedia Inc , Gap Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Dec14 , 5 Year US Treasury Note Future Dec14 , Fannie Mae Single Family TBA 4% 2044-11-01 , Fannie Mae Single Family TBA 4.5% 2044-11-01 , Ultra Treasury Bond Future Dec14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Boeing Co , United Parcel Service Inc (UPS) Class B , American Airlines Group Inc , Delta Air Lines Inc , FedEx Corp ,
  • Category: Industrials
  • Morningstar Rating: 4 Stars
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  • Holdings: Willis Group Holdings PLC , Cimarex Energy Co , Hub Group Inc Class A , Boston Scientific Inc , Staples Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , EOG Resources Inc , Baker Hughes Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Dril-Quip Inc , Baker Hughes Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 Growth , WEX Inc , Vail Resorts Inc , Ultimate Software Group Inc , Healthsouth Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares Russell Mid-Cap Value , Northern Trust Corp , Republic Services Inc Class A , Imperial Oil Ltd , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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Premium Funds From: schax - QS Legg Mason Lifestyle Allocation 85% A to aclmx - American Century NT Mid Cap Value Instl
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