Premium Funds From: taiax - American Funds Tx-Advtg Inc A to sopnx - Sustainable Opportunities I


  • Holdings: American Funds Tax Exempt Bond R-6 , American High-Income Municipal Bond R-6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds American Hi Inc Tr R6 , American Funds Inc Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds American Hi Inc Tr R6 , American Funds Inc Fund of Amer R6 , American Funds US Government Sec R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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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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  • 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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  • 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: Vanguard Nat Res Pfd , Lockheed Martin Corporation , Ashford Hosptlty Tr Pfd , Newcastle Invt Corp New Pfd , Vodafone Group PLC ADR ,
  • Category: Long/Short Equity
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  • Category: World Bond
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  • Category: World Bond
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  • Category: Inflation-Protected Bond
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  • Category: Ultrashort Bond
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  • Holdings: Hasbro, Inc. , General Dynamics Corp , Wells Fargo & Co , Pfizer Inc , Albemarle Corp ,
  • Category: Large Value
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Holdings: Nationstar Mortgage Holdings Inc , Burlington Stores Inc , YPF Sociedad Anonima ADR , Enterprise Products Partners LP , Sprint Corp Series 1 ,
  • Category: Large Blend
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  • Holdings: USAA International Institutional , USAA Emerging Markets Institutional , USAA Income Stock Institutional , USAA Small Cap Stock Institutional , USAA Value Institutional ,
  • Category: World Stock
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  • Holdings: Affiliated Managers Group Inc , Invesco Ltd. , Lincoln National Corp (Radnor, PA) , NiSource Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: -1 Stars
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  • Holdings: iShares Russell 2000 Value , Esterline Technologies , Western Alliance Bancorporation , ARRIS Group Inc , Intersil Corporation ,
  • Category: Small Value
  • Morningstar Rating: -1 Stars
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  • Holdings: Scripps Networks Interactive Inc , Qualcomm, Inc. , Michael Kors Holdings Ltd , IAC/InterActiveCorp , Foot Locker Inc ,
  • Category: Large Growth
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  • Holdings: Scripps Networks Interactive Inc , Qualcomm, Inc. , Michael Kors Holdings Ltd , IAC/InterActiveCorp , Foot Locker Inc ,
  • Category: Large Growth
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  • Holdings: Scripps Networks Interactive Inc , Qualcomm, Inc. , Michael Kors Holdings Ltd , IAC/InterActiveCorp , Foot Locker Inc ,
  • Category: Large Growth
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  • Holdings: Digital Realty Trust, Inc. , Omega Healthcare Investors, Inc. , Hasbro, Inc. , Atlas Pipeline Partners LP , CYS Investments Inc ,
  • Category: Small Value
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  • Holdings: Longboard ,
  • Category: Managed Futures
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  • Category: High Yield Bond
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  • Holdings: Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , Legg Mason BW Global Opportunities Bd IS , Western Asset Intermediate Bond IS ,
  • Category: Moderate Allocation
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  • Holdings: Priceline.com, Inc. , Amazon.com Inc , Apple Inc , Netflix, Inc. , Flowserve Corporation ,
  • Category: Large Growth
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  • Holdings: Vanguard 500 Index Signal , PIMCO Total Return Instl , JPMorgan Core Bond Select , Harbor International Institutional , Metropolitan West Intermediate Bond I ,
  • Category: Moderate Allocation
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Premium Funds From: taiax - American Funds Tx-Advtg Inc A to sopnx - Sustainable Opportunities I
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