Premium Funds From: kscvx - Keeley Small Cap Value A to waaex - Wasatch Small Cap Growth


  • Holdings: Bloomin Brands Inc , Mitel Networks Corp , American Equity Investment Life Holding Co , Ritchie Bros Auctioneers Inc , Sabra Health Care REIT Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , UnitedHealth Group Inc , MasterCard Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core MSCI Emerging Markets , iShares Core S&P 500 , US Treasury Bond 3.125% , iShares Core S&P Mid-Cap , iShares MSCI EAFE ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity Spartan® US Bond Idx F , Fidelity® Series Global ex US Index , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 Value , Integra Lifesciences Holdings Corp , EMCOR Group, Inc. , HCC Insurance Holdings Inc , Brown & Brown Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Short-Term Bond , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity® Series Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuance Comms Cv 2.75% , Hospira 5.6% , Wex 144A 4.75% , Wells Fargo & Co New Pfd , Nokia 6.625% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: SBA Communications Corp , Alliance Data Systems Corp , DaVita HealthCare Partners Inc , Nielsen NV , Gartner Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Essex Property Trust Inc , Health Care REIT, Inc. , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Convertible I , Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Broadcom Corp , Intel Corp , Qualcomm Inc , Texas Instruments Inc , Samsung Electronics Co Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Medtronic PLC , Amgen Inc , McKesson Corp , Boston Scientific Inc ,
  • Category: Health
  • 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: 3 Stars
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  • Holdings: NextEra Energy Inc , Wells Fargo & Co , Dominion Resources Inc , Prologis Inc , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Fidelity National Information Services Inc , Chubb Corp , Willis Group Holdings PLC , Devon Energy Corp , Reliance Steel and Aluminum ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for vevix investment picks
  • Holdings: Fidelity National Information Services Inc , Chubb Corp , Willis Group Holdings PLC , Devon Energy Corp , Reliance Steel and Aluminum ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Contrarian Core I , Columbia Corporate Income I , Columbia Large Value Quantitative I , Columbia US Government Mortgage I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Market Vectors® Africa ETF , iShares MSCI South Africa , Psg Group Ltd , Discovery Ltd , Capitec Bank Holdings Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: Columbia Contrarian Core I , Columbia Corporate Income I , Columbia Large Value Quantitative I , Columbia US Government Mortgage I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Southern Co , Dominion Resources Inc , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Inflation Managed Bond R6 , JPMorgan Corporate Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Medtronic PLC , Amgen Inc , McKesson Corp , Boston Scientific Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Cigna Corp , Pfizer Inc , Oracle Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Medtronic PLC , Amgen Inc , McKesson Corp , Boston Scientific Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
Sign-up for facdx investment picks
  • Holdings: Knight Transportation, Inc. , Ultimate Software Group Inc , Cornerstone OnDemand Inc , Wirecard AG , Allegiant Travel Co LLC ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: kscvx - Keeley Small Cap Value A to waaex - Wasatch Small Cap Growth
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