Premium Funds From: spiax - Invesco S&P 500 Index A to ssefx - AMG SouthernSun US Equity Investor


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia US Government Mortgage I , Columbia Income Opportunities I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class C , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Essex Property Trust Inc , Prologis Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , Spectra Energy Corp , Kinder Morgan Energy Partners LP , Sempra Energy ,
  • Category: World Stock
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Nasdaq 100 E-Mini Sep14 Xcme 20140919 , Google Inc Class C , Intel Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Foot Locker Inc , Gannett Co Inc , Trinity Industries Inc , Arthur J Gallagher & Co , Snap-on Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
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  • Holdings: NewMarket Corp , Wells Fargo & Co , CarMax Inc , General Dynamics Corp , BlackRock Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc , Aspen Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme 12/14/15 , Erauslt Trs Equity 1ml+45.5 Jpm , Erauslt Trs Equity 1ml+27 Cbk ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , US Treasury Note 0.875% , Bank of America Corporation , Fannie Mae 3.5% 30 Year , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Visa Inc Class A , Google Inc Class C , Facebook Inc Class A , Thermo Fisher Scientific Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Time Warner Cable Inc , Amazon.com Inc , Priceline Group Inc , Crown Castle International Corp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , China Mobile Ltd , Novartis AG , Walgreen Co ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 , B/E Aerospace Inc , Michael Kors Holdings Ltd , Stanley Black & Decker Inc , Whiting Petroleum Corp ,
  • Category: Large Growth
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  • Holdings: Hitachi Ltd , Cheung Kong Holdings Ltd , Novartis AG , Eni SpA , Unilever PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: SAP SE , BT Group PLC , Essentra PLC , Royal Boskalis Westminster NV , Novo Nordisk A/S ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Sampo Oyj Class A , Lloyds Banking Group PLC , Novartis AG , Makita Corp , Don Quijote Holdings Co.,Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Ventas Inc , Equity Residential , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Sensata Technologies Holding N.V. , Dresser-Rand Group Inc , Carter's Inc , Blackbaud Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: SBA Communications Corp , Whole Foods Market Inc , Intercontinental Exchange Inc , Mylan Inc , Xilinx Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
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  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Newfield Exploration Co , Hanesbrands Inc , URS Corp , Centene Corp , Clean Harbors Inc ,
  • Category: Mid-Cap Blend
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Premium Funds From: spiax - Invesco S&P 500 Index A to ssefx - AMG SouthernSun US Equity Investor
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