Premium Funds From: blpax - American Funds Balanced Portfolio A to sbltx - Western Asset Intermediate-Term Muni A


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: Alexion Pharmaceuticals Inc , Biomarin Pharmaceutical Inc , Vertex Pharmaceuticals Inc , HCA Holdings Inc , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Microsoft Corp , Intel Corp , Amphenol Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Umicore , Dominion Diamond Corp , Johnson Matthey PLC , Nevsun Resources Ltd , BHP Billiton PLC ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Microsoft Corp , Intel Corp , Amphenol Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Whiting Petroleum Corp , East West Bancorp Inc , ITT Corp , Helix Energy Solutions Group Inc , Patterson-UTI Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , EOG Resources Inc , Halliburton Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Biomarin Pharmaceutical Inc , Vertex Pharmaceuticals Inc , HCA Holdings Inc , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Aetna Inc , Johnson & Johnson , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year U.S. TIPS ETF , iShares S&P 500 Value , PowerShares Senior Loan ETF , SPDR Barclays Capital Short Term Corp Bd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Core-Mark Holding Co Inc , Mitel Networks Corp , Bonanza Creek Energy Inc , Denny's Corp , Triangle Petroleum Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Aetna Inc , Johnson & Johnson , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Aetna Inc , Johnson & Johnson , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Newell Rubbermaid Inc , Crown Holdings Inc , NASDAQ OMX Group, Inc. , PerkinElmer Inc , Xerox Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Biomarin Pharmaceutical Inc , Vertex Pharmaceuticals Inc , HCA Holdings Inc , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core S&P Mid-Cap , iShares MSCI EAFE , US Treasury Note 1.75% , iShares Core MSCI Emerging Market , Us 10yr Note (Cbt)jun14 Xcbt 20140619 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Tenneco Inc , Prosperity Bancshares, Inc. , Dupont Fabros Technology Inc , RLJ Lodging Trust , Parexel International Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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Premium Funds From: blpax - American Funds Balanced Portfolio A to sbltx - Western Asset Intermediate-Term Muni A
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