Premium Funds From: laffx - Lord Abbett Affiliated A to dodgx - Dodge & Cox Stock


  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Occidental Petroleum Corp , Wal-Mart Stores Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Alexion Pharmaceuticals Inc , UnitedHealth Group Inc , Biogen Idec Inc , McKesson Corp ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Exxon Mobil Corporation , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Global Minimum Volatility Inv , Vanguard Total Intl Stock Index Inv , Vanguard Market Neutral Inv , Vanguard Total Bond Market II Idx Inv ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , Google Inc Class A , Google Inc Class C , Wells Fargo & Co , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Comcast Corp Class A , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Patterson-UTI Energy Inc , Intersil Corporation , ViewPoint Financial Group Inc , Patterson Companies Inc , Newport Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , Forest Laboratories Inc , UnitedHealth Group Inc , Bristol-Myers Squibb Company , Eli Lilly and Co ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of New York Mellon Corp , Bank of America Corporation , Goldman Sachs Group Inc , Mondelez International Inc , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Pimco Cayman Cmdty Fd Ltd Instl , US Treasury TIP , US Treasury TIP 1.25% , US TREASURY TIP , 5 Year US Treasury Note Future June14 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Exxon Mobil Corporation , Wells Fargo & Co , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: T. Rowe Price Inflation Focused Bond , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc , T. Rowe Price High-Yield ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Ubisoft Entertainment , Applied Materials Inc , Li & Fung Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , NVIDIA Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Gilead Sciences Inc , Aetna Inc , Express Scripts , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Windsor™ II Inv , Vanguard Long-Term Investment-Grade Inv , Vanguard GNMA Inv , Vanguard Short-Term Investment-Grade Inv , Vanguard International Value Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Chevron Corp , Johnson & Johnson , Procter & Gamble Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series International Value F , Fidelity® Series Equity-Income F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , BNP Paribas ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Energy Transfer Equity LP , Plains All American Pipeline LP , Regency Energy Partners LP , Sunoco Logistics Partners ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
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  • Holdings: SPDR S&P 500 , iShares Russell 2000 Index , Industrial Select Sector SPDR , Energy Select Sector SPDR , U.S. Treasury Notes 2.00% ,
  • Category: Multialternative
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  • Holdings: Hewlett-Packard Co , Capital One Financial Corp , Wells Fargo & Co , Microsoft Corporation , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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Premium Funds From: laffx - Lord Abbett Affiliated A to dodgx - Dodge & Cox Stock
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