Premium Funds From: rlbcx - American Funds American Balanced R3 to aphqx - Artisan Mid Cap Value Institutional


  • Holdings: Microsoft Corp , Boeing Co , Wells Fargo & Co , Home Depot Inc , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Bonanza Creek Energy Inc , Atlas Energy LP , Concho Resources Inc , Halliburton Co , Athlon Energy Inc ,
  • Category: Equity Energy
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  • Holdings: Nu Skin Enterprises Inc Class A , Eaton Vance Corp , ACI Worldwide Inc , Navigators Group , Ashmore Group PLC ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , Celgene Corp , Sanofi , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 2 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: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series International Value F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Balanced R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Qualcomm, Inc. , Salesforce.com, Inc. , Naspers, Ltd. , Li & Fung Ltd. , Visa, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan Value Advantage Instl , JPMorgan US Equity R6 ,
  • Category: Target Date 2051+
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  • Holdings: Vantagepoint Equity Income T , Vantagepoint International T , Vantagepoint Diversifying Strategies T , Vantagepoint Growth T , Vantagepoint Growth & Income T ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Acwi Ex Us Index Master Portfolio Of Master Investment Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Potash Corp of Saskatchewan Inc , Accenture PLC Class A , Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , Bank of New York Mellon Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Roche Holding AG Dividend Right Cert. , Bayer AG , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: International Rectifier , JetBlue Airways Corp , Health Net Inc , Symetra Financial Corp , Century Aluminum Co ,
  • Category: Small Value
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Digital Realty Trust Inc , NRG Yield Inc , Valeant Pharmaceuticals International Inc , Liberty Interactive Corp Class A , Magellan Midstream Partners, L.P. ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for ostvx investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , MSCI EAFE Index Future Dec14 , EURO STOXX 50 Index Future Dec14 , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Kroger Co , Cigna Corp , Analog Devices Inc , Arrow Electronics Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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Premium Funds From: rlbcx - American Funds American Balanced R3 to aphqx - Artisan Mid Cap Value Institutional
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