Premium Funds From: fscrx - Fidelity Small Cap Discovery to rfnex - American Funds Fundamental Invs R4


  • Holdings: Tech Data Corp , TCF Financial Corp , Ingram Micro Inc Class A , Superior Energy Services Inc , Aaron's Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: ConocoPhillips , AT&T Inc , Intel Corp , Total SA ADR , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares Russell 2000 Growth , Aspen Technology Inc , Healthsouth Corp , Portfolio Recovery Associates Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: US Treasury Note 0.75% , US Treasury Note 1.5% , JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 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: Marsh & McLennan Companies Inc , Loews Corp , Fifth Third Bancorp , Kohl's Corp , Gap Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Manhattan Associates Inc , CoStar Group Inc , Aspen Technology Inc , Westinghouse Air Brake Technologies Corp , SBA Communications Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Reed Elsevier PLC , Compass Group PLC , Roche Holding AG , British American Tobacco PLC , Sap AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Franco-Nevada Corp , SPDR Gold Shares , Goldcorp Inc , Agnico Eagle Mines Ltd , Turquoise Hill Resources Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , Gilead Sciences Inc , American International Group Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Amazon.com Inc , Priceline.com Inc , Visa Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , Boston Properties Inc , Equity Residential , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1.25% , Wells Fargo & Co , JPMorgan Chase & Co , Cisco Systems Inc , Merck & Co Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Basic Energy Services Inc , ARRIS Group Inc , Trinity Industries Inc , Freescale Semiconductor Ltd , Cal-Maine Foods Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , HSBC Holdings PLC , BP PLC , Novartis AG , Roche Holding AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 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: 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class A , Oracle Corporation , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corporation , Wells Fargo & Co , Amazon.com Inc , Home Depot, Inc. , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , Amgen Inc , AbbVie Inc , Texas Instruments, Inc. , Home Depot, Inc. ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Amgen Inc , Bayer AG , Altria Group Inc. , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Google Inc Class A , Google Inc Class C , Concho Resources Inc , CarMax Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Microsoft Corporation , Comcast Corp Class A , Google Inc Class A , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: fscrx - Fidelity Small Cap Discovery to rfnex - American Funds Fundamental Invs R4
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