Premium Funds From: dlsnx - DoubleLine Low Duration Bond N to msavx - Invesco American Value A


  • Category: Short-Term Bond
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  • Holdings: CBRE Group Inc , Jones Lang LaSalle Inc , KKR & Co LP , Gannett Co Inc , Lazard Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Wal-Mart Stores Inc ,
  • Category: Consumer Defensive
  • 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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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Cobalt Intl Engy Cv 3.125% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Priceline Grp Cv 0.35% , Liberty Media Corp Delawa 144A Cv 1.375% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , AbbVie Inc , Apple Inc , Twenty-First Century Fox Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Knight Transportation, Inc. , Ultimate Software Group Inc , Power Integrations Inc , Wirecard AG , MakeMyTrip Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Equity-Income F ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Energy Transfer Equity LP , Cheniere Energy Inc , Dominion Resources Inc , Enbridge Inc , Kinder Morgan, Inc. ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , PepsiCo Inc , Novartis AG ADR , Jpmorgan Chase Pfd , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
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  • Holdings: Devon Energy Corp , CareFusion Corp , Alleghany Corp , KLA-Tencor Corp , Patterson Companies Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Dril-Quip Inc , Healthcare Services Group Inc , Graco Inc , Sensata Technologies Holding N.V. , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: CBRE Group Inc , Jones Lang LaSalle Inc , KKR & Co LP , Gannett Co Inc , Lazard Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Cadence Design Systems Inc , tw telecom inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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Premium Funds From: dlsnx - DoubleLine Low Duration Bond N to msavx - Invesco American Value A
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