Premium Funds From: smvtx - RidgeWorth Mid-Cap Value Equity I to abryx - Invesco Balanced-Risk Allc Y


  • Holdings: SanDisk Corp , Omnicare Inc , Ameriprise Financial Inc , Juniper Networks Inc , Noble Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Home Depot Inc , Google Inc Class C , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Kroger Co , Home Depot Inc , Walt Disney Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Netflix Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Gilead Sciences Inc , Hologic Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Johnson & Johnson , Pfizer Inc , Ares Capital Corporation , Novartis AG ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Applied Materials Inc , Citigroup Inc , Bank of America Corporation , Medtronic Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Barclays ETN+ FI Enhanced Glb Hi Yld , Johnson & Johnson , UBS AG FI Enhanced Large Cap Growth ETN , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Cardinal Health Inc , Sempra Energy , Ameriprise Financial Inc , DISH Network Corp , Vornado Realty Trust ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Skyworks Solutions Inc , Amdocs Ltd , Avago Technologies Ltd , Dr Pepper Snapple Group Inc , EOG Resources Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 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 , Fidelity® Series Infl-Prtct Bd Idx F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Prologis Inc , AvalonBay Communities Inc , General Growth Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Accenture PLC Class A , Potash Corp of Saskatchewan Inc , Danone , Adecco SA , Rolls-Royce Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Russell 2000 , iShares MSCI Ireland Capped , iShares MSCI Austria Capped , Global X FTSE Greece 20 ETF , iShares MSCI Italy Capped ,
  • Category: Long/Short Equity
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  • Holdings: Apple Inc , Kansas City Southern Inc , Allergan Inc , L Brands Inc , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Cavium Inc , LifeLock Inc , Hain Celestial Group Inc , Restoration Hardware Holdings Inc , Trex Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Incyte Corp Ltd , TE Connectivity Ltd , Apple Inc , Micron Technology Inc , Shire PLC ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: China Mobile Ltd , UBS Group AG , Sony Corp , Novartis AG , Intesa Sanpaolo ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Enbridge Inc , Kinder Morgan, Inc. , American Tower Corp , Crown Castle International Corp , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , Roche Holding AG Dividend Right Cert. , Bayer AG , Sanofi , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Express Co , Berkshire Hathaway Inc Class A , International Business Machines Corp , Qualcomm Inc , ABB Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Actavis PLC , Google Inc Class C , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: First American Financial Corp , Stanley Black & Decker Inc , Western Union Co , Bristow Group Inc , Interpublic Group of Companies, Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: RF Micro Devices Inc , Triquint Semiconductor , Covidien PLC , Allergan Inc , Applied Materials Inc ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , Dollar Tree Stores Inc , Google Inc Class A , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Reliance Industries Ltd , United Continental Holdings Inc , ARM Holdings PLC , Evergrande Real Estate Group Ltd , Adani Enterprises Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Invesco Balanced Risk Cayman C7mw Cayman Subsidary , Aust 10y Bond Fut Mar15 Xsfe 20150316 , Long Gilt Future Mar15 Ifll 20150327 , Euro-Bund Future Mar15 Xeur 20150306 , Can 10yr Bond Fut Mar15 Xmod 20150320 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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Premium Funds From: smvtx - RidgeWorth Mid-Cap Value Equity I to abryx - Invesco Balanced-Risk Allc Y
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