Premium Funds From: rfngx - American Funds Fundamental Invs R6 to hrtvx - Heartland Value


  • Holdings: Microsoft Corp , Amazon.com Inc , Comcast Corp Class A , Boeing Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Emerging Markets Institutional , USAA Small Cap Stock Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Apple Inc , CVS Caremark Corp , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: AbbVie Inc , Johnson & Johnson , Microsoft Corp , Eaton Corp PLC , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Imperial Tobacco Group PLC , Sanofi , Coca-Cola Co , Nestle SA , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: SunTrust Banks Inc , PNC Financial Services Group Inc , Fifth Third Bancorp , MetLife Inc , Regions Financial Corp ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , BorgWarner Inc , Henry Schein Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: LyondellBasell Industries NV , Service Corp 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: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: CarMax Inc , Alexion Pharmaceuticals Inc , Concho Resources Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Lorillard Inc , General Dynamics Corp , S+p500 Emini Fut Sep14 Xcme 20140919 , Kinder Morgan Management LLC ,
  • 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: Tencent Holdings Ltd. , China Mobile Ltd , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , China Mengniu Dairy Co Ltd , Mindray Medical International Ltd ADR repr Class A , Kingdee International Software Group Co Ltd , Sands China Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: First Republic Bank , Magellan Financial Group Ltd , Roadrunner Transportation Systems Inc , RPS Group PLC , Melexis ,
  • Category: World Stock
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  • Holdings: Incyte Corp Ltd , Brunswick Corp , Pacira Pharmaceuticals Inc , Jack In The Box Inc , SS&C Technologies Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Sanchez Energy Corp , Bonanza Creek Energy Inc , KapStone Paper And Packaging Corp , Core-Mark Holding Co Inc , Triangle Petroleum Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 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: Novo Nordisk A/S , Roche Holding AG , Google Inc Class A , MetLife Inc , Toronto-Dominion Bank ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Hartford Total Return Bond Y , Hartford Capital Appreciation Y , Hartford Dividend & Growth Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , SK Hynix Inc , Grupo Televisa SAB ADR , Pernod Ricard NV , Syngenta AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , TransDigm Group Inc , Gartner Inc Class A , Fleetcor Technologies, Inc. , Waste Connections Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gold Commodity In Ounces , First Eagle Overseas Cayman Fd , Grupo Televisa SAB ADR , Keyence Corp , SMC Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Unit Corp , Swift Energy Co , Ultra Petroleum Corp , InterDigital Inc , Newpark Resources Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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Premium Funds From: rfngx - American Funds Fundamental Invs R6 to hrtvx - Heartland Value
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