Premium Funds From: wtfrx - Wells Fargo Advantage DJ Target 2040 R4 to odiyx - Oppenheimer Discovery Y


  • Holdings: Apple Inc , Exxon Mobil Corporation , Samsung Electronics Co Ltd , International Business Machines Corp , Microsoft Corp ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Aetna Inc , Express Scripts , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: LaSalle Hotel Properties , Associated Banc-Corp , Unit Corp , ABM Industries Inc , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Comcast Corp Class A , Priceline Group Inc , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Halliburton Co , Facebook Inc Class A , Anadarko Petroleum Corp , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Aetna Inc , Express Scripts , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • 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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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 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: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Constant Contact Inc , Swift Transportation Co , Diana Shipping, Inc. , Atwood Oceanics Inc , SciQuest Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl , Nationwide Portfolio Complt Instl , Nationwide Small Cap Index Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Dana Holding Corp , Integrated Device Technology , First Horizon National Corp , First American Financial Corp , AOL Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: United Technologies Corp , Occidental Petroleum Corp , Qualcomm Inc , McDonald's Corp , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Occidental Petroleum Corp , Qualcomm Inc , McDonald's Corp , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 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: Republic Services Inc Class A , Microsoft Corp , Royal Dutch Shell PLC ADR Class A , Ford Motor Co , Dow Chemical Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan, Inc. , Spectra Energy Corp , Time Warner Cable Inc , Ensco PLC Class A , Qualcomm Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Mobile Mini Inc , On Assignment Inc , The Middleby Corp , H&E Equipment Services Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: wtfrx - Wells Fargo Advantage DJ Target 2040 R4 to odiyx - Oppenheimer Discovery Y
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