Premium Funds From: mcagx - MFS Aggressive Growth Allocation C to balcx - American Funds American Balanced C


  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , Pfizer Inc , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
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  • Holdings: Carter's Inc , SS&C Technologies Holdings Inc , Sensata Technologies Holding N.V. , Westinghouse Air Brake Technologies Corp , Dresser-Rand Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Jarden Corp , Helmerich & Payne Inc , American Airlines Group Inc , Marvell Technology Group Ltd , Akamai Technologies Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Sanofi , Berkshire Hathaway Inc Class A , American Express Co , International Business Machines Corp , Chevron Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Tesla Motors Inc , Amazon.com Inc , Netflix Inc , Facebook Inc Class A , LinkedIn Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 2000 Fut Mar14 Rtah4 , Global Payments Inc , VeriFone Systems Inc , Community Health Systems Inc , Darling International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Oceaneering International , Chevron Corp , ConocoPhillips ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Beam Inc , UNS Energy Corp , CapitalSource Inc , Shoppers Drug Mart Corporation , Forest Laboratories, Inc. ,
  • Category: Multialternative
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  • Holdings: LyondellBasell Industries NV , Comcast Corp Class A , Service Corp International Inc , General Motors Co , Delta Air Lines Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Pfizer Inc , ConocoPhillips , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , General Motors Co , Micron Tech Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Questcor Pharmaceuticals Inc , Centene Corp , ARRIS Group Inc , Toro Co , Teledyne Technologies Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Regeneron Pharmaceuticals, Inc. , IHS, Inc. Class A , Applied Materials, Inc. , BorgWarner Inc , Discover Financial Services ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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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: 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 , Microsoft Corp , Pfizer Inc , Verizon Communications Inc , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
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  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Southwest Airlines Co , Discover Financial Services , Harris Corporation , Molson Coors Brewing Co , Eastman Chemical Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Gilead Sciences Inc , Qualcomm Inc , Monsanto Co , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Colgate-Palmolive Co , Gilead Sciences Inc , TE Connectivity Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , iShares TIPS Bond , BlackRock Small Cap Index A ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Pfizer Inc , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 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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Premium Funds From: mcagx - MFS Aggressive Growth Allocation C to balcx - American Funds American Balanced C
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