Premium Funds From: logix - Scharf Investor to bmpex - Beck, Mack & Oliver Partners


  • Holdings: Apple Inc , Allergan Inc , NCR Corp , Samsung Electronics Co Ltd GDR , China Mobile Ltd ADR ,
  • Category: Large Blend
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Broadcom Corp , Xerox Corporation , Bank of New York Mellon Corp , Quest Diagnostics Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Ametek Inc , Wynn Resorts Ltd , Hospira Inc , Westinghouse Air Brake Technologies Corp , Stanley Black & Decker Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Time Warner Inc , CBS Corp Class B , Directv ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 5 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Total SA , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Trust Holdings Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Bristol-Myers Squibb Company , Facebook Inc Class A , Google Inc Class C , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , A P Møller-Maersk Class B , AIA Group Ltd , Apple Inc , Enterprise Products Partners LP ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: AdvisorShares Peritus High Yield ETF , Ares Capital Corporation , New Residential Investment Corp , Apollo Investment Corp , Fifth Street Finance Corporation ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , OJSC Magnit , Petroleo Brasileiro SA Petrobras ADR , Yandex NV ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Microsoft Corp , Intel Corp , Google Inc Class C , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Blue Chip Growth , T. Rowe Price Value , T. Rowe Price Equity Income , T. Rowe Price Intl Gr & Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for oifix investment picks
  • Holdings: Salix Pharmaceuticals Ltd , Harman International Industries Inc , Cooper Companies , Puma Biotechnology Inc , Medivation Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 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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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity® Series Global ex US Index , Fidelity Spartan® US Bond Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for fbifx investment picks
  • Holdings: HSBC Holdings PLC , Zurich Insurance Group AG ADR , Royal Dutch Shell PLC ADR Class A , Sasol Ltd ADR , Volkswagen AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for sambx investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , EOG Resources Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rgabx investment picks
  • Holdings: International Business Machines Corp , Leucadia National Corp , Baxter International Inc , Noble Corp PLC , Brookfield Asset Management Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Premium Funds From: logix - Scharf Investor to bmpex - Beck, Mack & Oliver Partners
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