Premium Funds From: istix - Ivy Science & Technology I to shapx - ClearBridge Appreciation A


  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Cree Inc , Vertex Pharmaceuticals Inc , Aspen Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 , Health Care Select Sector SPDR┬« ETF , Vanguard Consumer Staples ETF , SPDR Barclays High Yield Bond , PowerShares Aerospace & Defense ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , HCP Inc , Health Care REIT, Inc. , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , AT&T Inc , ConocoPhillips , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Gold Cayman Fund , Agnico Eagle Mines , Randgold Resources Ltd ADR , Goldcorp Inc , Tahoe Resources Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 5 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Constant Contact Inc , Atwood Oceanics Inc , HomeAway Inc , Urban Outfitters Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Danaher Corp , Boeing Co , Union Pacific Corp , FedEx Corp ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Bayer AG , SES SA DR , Novo Nordisk A/S , Keyence Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , CCL Industries Inc. , WuXi PharmaTech (Cayman) Inc ADR , Neopost ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Exxon Mobil Corporation , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: American Airlines Group Inc , Las Vegas Sands Corp , Liberty Global PLC Class C , Illumina Inc , HCA Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Home Depot Inc , Priceline Group Inc , Amazon.com Inc , TJX Companies , L Brands Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 4 Stars
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  • Holdings: Total SA , Roche Holding AG , Novartis AG , Royal Dutch Shell PLC Class A , Axel Springer SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Plains GP Holdings LP Class A , Canadian Pacific Railway Ltd , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: OAO Lukoil ADR , Surgutneftegas OJSC , OJSC Magnit , OAO Gazprom ADR , Sberbank Of Russia ADR ,
  • Category: Miscellaneous Region
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  • Holdings: Great-West MFS International Value Init , Great-West Goldman Sachs MidCap Val Init , Great-West T. Rowe Price Equity Inc Init , Great-West Putnam Equity Income Init , Great-West Templeton Global Bond Init ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Shrt-Term Infl-Prot Sec Idx Inv , Vanguard Total Intl Bd Idx Investor , Vanguard Total Intl Stock Index Inv ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , PepsiCo Inc , Comcast Corp Class A , Halliburton Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Premium Funds From: istix - Ivy Science & Technology I to shapx - ClearBridge Appreciation A
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