Premium Funds From: oppex - Oppenheimer Capital Income A to bmoax - BlackRock Bond Index Investor A


  • Holdings: Fed Natl Mort Assc 4.5% , Fed Natl Mort Assc 4% , Oppenheimer Ultra-Short Duration Y , Fed Natl Mort Assc 3.5% , PPL Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Cerner Corp , CVS Health Corp , Wells Fargo & Co , Estee Lauder Cos Inc Class A , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap , Msswap2 ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Alliance Data Systems Corp , Southwest Airlines Co , NVIDIA Corp , Applied Materials Inc , Illumina Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , EMC Corp , LinkedIn Corp Class A , Oracle Corporation ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Universal Robina Corporation , Commercial International Bank (Egypt) SAE , JSC Halyk Savings Bank of Kazakhstan GDR , Hoa Phat Group JSC , Olympic Industries Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Zurich Insurance Group AG ADR , HSBC Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class A , Persimmon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Housing Development Finance Corp Ltd , ITC Ltd , SABMiller PLC , Ambev SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Cognex Corp , Receptos Inc , Team Health Holdings Inc , Cavium Inc , Agios Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Lowe's Companies Inc , Comcast Corp Class A , Honeywell International Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ford Motor Co , AT&T Inc , Wells Fargo & Co , MetLife Inc , Total SA ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Value Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® Barclays High Yield Bond ETF , Vanguard Growth ETF , Vanguard Total Bond Market ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Edison International , NextEra Energy Inc , Sempra Energy , Visa Inc Class A , ITC Holdings Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Holdings: T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc , T. Rowe Price Equity Index 500 , T. Rowe Price Overseas Stock ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: Oracle Corporation , Cisco Systems Inc , Western Digital Corp , Northrop Grumman Corp , Microsoft Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Lorillard Inc , Altria Group Inc , Raytheon Co , Reynolds American Inc , MGM Resorts International ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Ultimate Software Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Texas Roadhouse Inc , Global Payments Inc , Huron Consulting Group Inc , PRA Group Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Ishares® Russell 2000® Etf , Ishares® Nasdaq Biotechnology Etf , SPDR® S&P 500 ETF , iShares MSCI Emerging Markets , US Treasury Note 2.5% ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Equity LP , United Tech , TAL International Group Inc , Verizon Communications Inc , Regal Entertainment Group ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell Mid-Cap Value , Northern Trust Corp , Republic Services Inc Class A , Imperial Oil Ltd , Sysco Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Us 10yr Note Fut Dec14 , Can 10yr Bond Fut Dec14 , Long Gilt Fut Dec14 , Aust 10y Bond Fut Dec14 , Jpn 10y Bond Fut Dec14 ,
  • Category: Tactical Allocation
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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Premium Funds From: oppex - Oppenheimer Capital Income A to bmoax - BlackRock Bond Index Investor A
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