Premium Funds From: amgix - American Century Income & Growth Inst to gwpax - American Funds Growth Portfolio A


  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Union Co , First American Financial Corp , Stanley Black & Decker Inc , Bristow Group Inc , Lazard Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , Pfizer Inc , Exxon Mobil Corporation , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Daiwa Securities Co., Ltd. , CNH Industrial NV , Diageo PLC , Kering , Credit Suisse Group ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Lithia Motors Inc Class A , Demandware Inc , Shutterfly Inc , Lattice Semiconductor Corp , Tenneco Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: McGraw Hill Financial Inc , Cummins Inc , Adobe Systems Inc , Ameriprise Financial Inc , American Airlines Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Oracle Corporation , Bank of New York Mellon Corp , Microsoft Corp , Royal Bank of Scotland Group (The) PLC , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Energy Transfer Equity LP , Access Midstream Partners LP , ONEOK Inc , Targa Resources Corp , Energy Transfer Partners, L.P. ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Energy Transfer Equity LP , Access Midstream Partners LP , ONEOK Inc , Targa Resources Corp , Energy Transfer Partners, L.P. ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Hartford Dividend & Growth Y , Hartford Capital Appreciation Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 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 International Value ,
  • Category: Retirement Income
  • 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: 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: Oracle Corporation , Qualcomm Inc , Visa Inc Class A , Cisco Systems Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , International Tilts , iShares TIPS Bond , Small Cap Lifepath ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Cheung Kong Holdings Ltd , Sun Hung Kai Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Pfizer Inc , Procter & Gamble Co , Chevron Corp , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Tesla Motors Inc , Hyatt Hotels Corp , ITC Holdings Corp , Arch Capital Group Ltd , Air Lease Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Halliburton Co , Schlumberger NV , Dow Chemical Co , Baker Hughes Inc , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: Chevron Corp , Pfizer Inc , Cisco Systems Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Value
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Broadcom Corp , Altera Corp , Analog Devices Inc , Samsung Electronics Co Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Deluxe Corp , Tower International Inc , AmTrust Financial Services Inc , Constellium NV Class A , American Assets Trust Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , Google Inc Class A , Airbus Group NV , UBS AG , Walt Disney Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Capital One Financial Corp , Allstate Corp , Cigna Corp , CF Industries Holdings Inc , Edison International ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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Premium Funds From: amgix - American Century Income & Growth Inst to gwpax - American Funds Growth Portfolio A
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