Premium Funds From: flccx - Fidelity Advisor Large Cap C to hfrcx - Highland Floating Rate Opportunities C


  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: iShares MSCI EAFE , iShares MSCI Germany , iShares Core MSCI EAFE , US Treasury Note 2.75% , US Treasury Note 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: Verint Systems Inc , Healthsouth Corp , CNO Financial Group Inc , Harsco Corp , Belden Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , General Electric Co , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Dimensional Cayman Commodity F Dfa Cayman Commodity Fund I L , US Treasury Note 0.875% , FNMA 1.375% , FNMA 0.75% , FNMA 0.5% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Plains All American Pipeline LP , Williams Companies Inc , Genesis Energy LP , Buckeye Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Oracle Corporation , Schlumberger NV , US Treasury TIP ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , American International Group Inc , Adobe Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Fut Jun14 Rtam4 , American Realty Capital Properties Inc Class A , Acuity Brands Inc , Rite Aid Corp , Northstar Realty Finance Corp ,
  • Category: Small Blend
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  • Holdings: Steinhoff International Holdings Ltd , Smiles SA , Kroton Educacional SA , CETIP SA Mercados Organizados , Haitong Securities Co Ltd Class H ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell 2000 Fut Jun14 Rtam4 , American Realty Capital Properties Inc Class A , Acuity Brands Inc , Rite Aid Corp , Northstar Realty Finance Corp ,
  • Category: Small Blend
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  • Holdings: Energy Transfer Equity LP , Seadrill Ltd , United Tech , Och-Ziff Capital Management Group LLC , TAL International Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Illumina Inc , Google Inc Class C , Twitter Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , iShares Nasdaq Biotechnology , SPDR S&P 500 , iShares MSCI Emerging Markets , US Treasury Note 2.5% ,
  • Category: Long/Short Equity
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Growth Portfolio I , Voya International Core I ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Team Health Holdings Inc , XPO Logistics Inc , Genesee & Wyoming Inc Class A , Aspen Technology Inc , Oasis Petroleum Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: United Technologies Corp , Danaher Corp , Boeing Co , Union Pacific Corp , FedEx Corp ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Schlumberger NV , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares Russell 2000 , iShares Nasdaq Biotechnology , SPDR S&P 500 , iShares MSCI Emerging Markets , US Treasury Note 2.5% ,
  • Category: Long/Short Equity
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  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West Templeton Global Bond Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Goldman Sachs Group Inc , Bank of America Corporation , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Acadia Healthcare Co Inc , MarketAxess Holdings Inc , Akorn Inc , Envestnet Inc , Proofpoint Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , US Treasury Note , US Treasury Bond 2.875% , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Carrizo Oil & Gas Inc , OFG Bancorp , Vishay Intertechnology Inc , Radian Group Inc , Marriott Vacations Worldwide Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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Premium Funds From: flccx - Fidelity Advisor Large Cap C to hfrcx - Highland Floating Rate Opportunities C
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