Premium Funds From: pgdcx - Principal Global Div Inc C to fpukx - Fidelity Puritan K


  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Harbinger Grp 7.875% , Plains All American Pipeline LP , Greenwich Cap Cmbs 2007-Gg9 CMO ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , International Tilts , Russel 1000 Lifepath , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Biogen Idec Inc , Celgene Corp , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Air Lease Corp Class A , GasLog Ltd , InvenSense Inc , E*Trade Financial Corp , Restoration Hardware Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: FEI Co , Fortinet Inc , AthenaHealth Inc , SVB Financial Group , Bally Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: DST Systems, Inc. , American Realty Capital Properties Inc Class A , Comcast Corp Class A , Domtar Corp , DaVita HealthCare Partners Inc ,
  • Category: Long/Short Equity
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  • Holdings: JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Boeing Co , Cardinal Health Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: United Technologies Corp , Boeing Co , Huntington Ingalls Industries Inc , Textron Inc , Triumph Group Inc ,
  • Category: Industrials
  • Morningstar Rating: 4 Stars
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  • Holdings: 5 Year US Treasury Note Future June14 , FNMA , MSCI EAFE Index Future June14 , Fannie Mae Single Family TBA 3.5% 2029-05-01 , Ultra Treasury Bond Future June14 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , SOFTBANK Corp , Taiwan Semiconductor Manufacturing Co Ltd , ASML Holding NV , Amazon.com Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Pentair Ltd , Johnson & Johnson , Roper Industries Inc , Air Products & Chemicals Inc , Praxair Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Comcast Corp Class A , Apple Inc , Halliburton Co , Nu Skin Enterprises Inc Class A , Capital One Financial Corp ,
  • Category: Large Blend
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  • Holdings: Affiliated Managers Group Inc , NiSource Inc , Skyworks Solutions Inc , Invesco Ltd , Lincoln National Corp (Radnor PA) ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , JPMorgan Chase & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Trs 1ml+45/Dwrtft Index Brc , US Treasury TIP , Trs 1ml+37/Dwrtft Index Boa , Trs 1ml+42/Dwrtft Index Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Verizon Communications Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Home Depot, Inc. , Union Pacific Corp , American Tower Corp , CBS Corporation Class B ,
  • Category: Long/Short Equity
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  • Holdings: Alliance Data Systems Corp , West Pharmaceutical Services Inc , PTC Inc , Urban Outfitters Inc , Salix Pharmaceuticals Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Gap Inc , Ball Corp , Ameriprise Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Bank of America Corporation , US Treasury Note 0.375% , Fannie Mae 3.5% 30 Year , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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Premium Funds From: pgdcx - Principal Global Div Inc C to fpukx - Fidelity Puritan K
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