Premium Funds From: brefx - Baron Real Estate Retail to vpgdx - Vanguard Managed Payout Investor


  • Holdings: Brookdale Senior Living Inc , Starwood Hotels & Resorts Worldwide Inc , Home Depot Inc , Wyndham Worldwide Corp , Hyatt Hotels Corp ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , Merck & Co Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Athlon Energy Inc , Texas Pacific Land Trust , Trinity Industries Inc , Bonanza Creek Energy Inc , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: First American Financial Corp , SeaWorld Entertainment Inc , First Horizon National Corp , HMS Holdings Corp , Peyto Exploration & Development Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Celgene Corp , Gilead Sciences Inc , Biogen Idec Inc , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Brookdale Senior Living Inc , Starwood Hotels & Resorts Worldwide Inc , Home Depot Inc , Wyndham Worldwide Corp , Hyatt Hotels Corp ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Swift Transportation Co , Constant Contact Inc , Ultimate Software Group Inc , Dunkin Brands Group Inc , Bright Horizons Family Solutions Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Hartford Capital Appreciation Y , Hartford Dividend and Growth Y , Hartford Total Return Bond Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Directv , iShares Russell 2000 , Allergan Inc , Covidien PLC ,
  • Category: Multialternative
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  • Holdings: Apple Inc , Microsoft Corp , PepsiCo Inc , Gilead Sciences Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Directv , iShares Russell 2000 , Allergan Inc , Covidien PLC ,
  • Category: Multialternative
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  • Holdings: Great-West Bond Index Init , Great-West S&P 500® Index Init , Great-West Federated Bond Init , Great-West International Index Init , Great-West Putnam High Yield Bond Init ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , HCP Inc , Ventas Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novo Nordisk A/S , Keyence Corp , SMC Corp , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , HCP Inc , Ventas Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Chevron Corp , Cisco Systems Inc , Johnson & Johnson , Intel Corp ,
  • Category: Large Value
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , MSCI EAFE Index Future Dec14 , EURO STOXX 50 Index Future Dec14 , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Tenneco Inc , Rosetta Resources Inc , Maximus Inc , Triumph Group Inc , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Athlon Energy Inc , Texas Pacific Land Trust , Trinity Industries Inc , Bonanza Creek Energy Inc , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , Praxair Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia Income Opportunities I , Columbia US Government Mortgage I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Airlines Group Inc , Carnival Corp , JPMorgan Chase & Co , United Continental Holdings Inc , Goldman Sachs Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mcagx investment picks
  • Holdings: McGraw Hill Financial Inc , Cummins Inc , Adobe Systems Inc , Ameriprise Financial Inc , Bank of America Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for fwwfx investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Global Minimum Volatility Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Market Neutral Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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Premium Funds From: brefx - Baron Real Estate Retail to vpgdx - Vanguard Managed Payout Investor
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