Premium Funds From: rcsix - RBC Small Cap Core I to ktrax - DWS Global Income Builder A


  • Holdings: Universal Electronics Inc. , Tyler Technologies, Inc. , AZZ, Inc. , iShares Russell 2000 , EnerSys, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI EAFE , iShares 7-10 Year Treasury Bond , iShares S&P 500 Value , iShares Russell 1000 Value , iShares iBoxx $ Invst Grade Crp Bond ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Julius Baer Gruppe AG , Kaba Holding AG , Atea ASA , Premier Farnell PLC , DGB Financial Group Co Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Blk Russell 1000 Index Master , Blk Acwi Ex-Us Indx Lp Mf , iShares Core MSCI Total Intl Stk , Bond Index Master Portfolio , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Foster Wheeler AG , Delek US Holdings, Inc. , Trex Company, Inc. , Lennox International, Inc. , Carlisle Companies, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Persimmon PLC , Barratt Developments PLC , Taylor Wimpey PLC , Travis Perkins PLC , Ashtead Group PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Holdings: United Technologies Corp , Procter & Gamble Co , PepsiCo Inc , Pfizer Inc , U.S. Bancorp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Commercial Metals Company , NCI Building Systems, Inc. , Sanmina Corp , OM Group, Inc. , Unifi, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: FEI Company , Kate Spade & Co , Toro Company , Teledyne Technologies Inc , PolyOne Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Basic Energy Services, Inc. , Freescale Semiconductor Ltd , ARRIS Group Inc , Manhattan Associates, Inc. , Gray Television, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Ventas Inc , Prologis Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
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  • Holdings: LyondellBasell Industries NV , Service Corporation International, Inc. , Comcast Corp Class A , General Motors Co , Ford Motor Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 1000 Index Master ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simemk, 3.29%, 01/29/2023 , Eib Sukuk Co.Ltd 4.718% , Eib Sukuk Co.Ltd 4.147% , Saudi Elec Co. 4.211% , Indois Sukuk, 4%, 11/21/2018 ,
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Legg Mason Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Appreciation IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for shdlx investment picks
  • Holdings: Apple Inc , Google, Inc. Class A , Priceline.com, Inc. , Amazon.com Inc , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Viacom, Inc. Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: -1 Stars
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  • Holdings: United Technologies Corp , General Electric Co , Danaher Corporation , Union Pacific Corp , Boeing Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
Sign-up for fcyix investment picks
  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity Spartan® US Bond Idx F , Fidelity® Series Global ex US Index , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: British American Tobacco PLC , Procter & Gamble Co , UGI Corporation , Microsoft Corporation , PepsiCo Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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Premium Funds From: rcsix - RBC Small Cap Core I to ktrax - DWS Global Income Builder A
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity