Premium Funds From: fdscx - Fidelity Stock Selector Small Cap to bpirx - Robeco Boston Partners L/S Rsrch Instl


  • Holdings: PacWest Bancorp , Stone Energy Corp , DXP Enterprises Inc , Associated Banc-Corp , Targa Resources Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: USAA International Institutional , USAA Income Stock Institutional , USAA Emerging Markets Institutional , USAA Small Cap Stock Institutional , USAA Value Institutional ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: GDF Suez , Microsoft Corp , BP PLC , Imperial Tobacco Group PLC , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Lorillard Inc , Wells Fargo & Co , General Dynamics Corp , Hasbro Inc , Albemarle Corp ,
  • Category: Large Value
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  • Holdings: Philip Morris International Inc , Novartis AG , Accenture PLC Class A , Mondelez International Inc Class A , Procter & Gamble Co ,
  • Category: Large Blend
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  • Holdings: Digital Realty Trust Inc , American Realty Capital Properties Inc Class A , General Growth Pptys Inc New Pfd , BioMed Realty Trust Inc , Campus Crest Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Cisco Systems Inc , Oracle Corporation , Amazon.com Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Airlines Group Inc , Las Vegas Sands Corp , Liberty Global PLC Class C , Illumina Inc , Tesla Motors Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , UGI Corp , Procter & Gamble Co , PepsiCo Inc , CH Robinson Worldwide Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , Equity Residential , AvalonBay Communities Inc , HCP Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Total SA , Imperial Tobacco Group PLC , Vinci , GlaxoSmithKline PLC , Lorillard Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Monsanto Co , Celgene Corp , Gilead Sciences Inc , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Starbucks Corp , Yum Brands Inc , Las Vegas Sands Corp , McDonald's Corp , Wyndham Worldwide Corp ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Microsoft Corp , Apple Inc , CVS Caremark Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , MetLife Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: United Technologies Corp , Johnson & Johnson , PepsiCo Inc , General Electric Co , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Pfizer Inc , Teva Pharmaceutical Industries Ltd ADR , Medtronic Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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Premium Funds From: fdscx - Fidelity Stock Selector Small Cap to bpirx - Robeco Boston Partners L/S Rsrch Instl
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