Premium Funds From: wbadx - WBI Absolute Return Balanced No Load to rbdtx - American Funds 2025 Trgt Date Retire R2


  • Holdings: iShares Floating Rate Bond , iShares 1-3 Year Treasury Bond , iPath® S&P 500 VIX ST Futures™ ETN , Yum Brands Inc , Vanguard Short-Term Corporate Bond ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Precision Castparts Corp , Canadian Pacific Railway Ltd , Celgene Corp , Salesforce.com Inc , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Alcoa Inc , Delphi Automotive PLC , Seagate Technology PLC , United Continental Holdings Inc , Mylan Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Brookfield Renewable Energy Partners LP , NextEra Energy Partners LP , EDP Renovaveis SA , American Water Works Co Inc , Royal Philips NV ADR ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , JPMorgan Chase & Co , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Oracle Corporation , Google Inc Class C , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Twitter Inc , Alibaba Group Holding Ltd ADR , Tableau Software Inc Class A , Palo Alto Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Total SA , Novartis AG , China Mobile Ltd , Hong Kong Exchanges and Clearing Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , Wells Fargo & Co , U.S. Bancorp , Chubb Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Verizon Communications Inc , Philip Morris International Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: H&E Equipment Services Inc , Ultimate Software Group Inc , Buffalo Wild Wings Inc , Guidewire Software Inc , Monolithic Power Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Twitter Inc , American Airlines Group Inc , Tesla Motors Inc , Las Vegas Sands Corp , Illumina Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Constellation Brands Inc Class A , Starwood Hotels & Resorts Worldwide Inc , Affiliated Managers Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Republic Services Inc Class A , j2 Global Inc , MasTec Inc , Petroquest Engy 10% , Us Foods 8.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Taylor Wimpey PLC , Ashtead Group PLC , Inmarsat PLC , Cobham PLC , Pennon Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Avis Budget Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Danieli & C Officine Meccaniche SpA Rsp , DCC PLC , Linedata Services , Aryzta AG , MorphoSys AG ,
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
Sign-up for esmax investment picks
  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Google Inc Class C , Google Inc Class A , Home Depot Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • 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: General Mills Inc , Heineken NV , Campbell Soup Co , Walgreen Co , Royal Dutch Shell PLC Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Alexion Pharmaceuticals Inc , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for fahyx investment picks
  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for fcbfx investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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Premium Funds From: wbadx - WBI Absolute Return Balanced No Load to rbdtx - American Funds 2025 Trgt Date Retire R2
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