Premium Funds From: jlpsx - JPMorgan US Large Cap Core Plus Select to oakgx - Oakmark Global I


  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Honeywell International Inc , ACE Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo Advantage Government Sec I , Wfa Core Bond Portfolio , MFS® Value I , Thornburg International Value I , T. Rowe Price Blue Chip Growth ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: First Republic Bank , Healthcare Services Group Inc , CBRE Group Inc , Kate Spade & Co , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Microsoft Corp , Johnson & Johnson , Merck & Co Inc , Verizon Communications Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Popeyes Louisiana Kitchen Inc , Denny's Corp , CST Brands Inc , Bloomin Brands Inc , Mitel Networks Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Large Cap Value Port ,
  • Category: Large Value
  • Morningstar Rating: 2 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: Oracle Corporation , Bank of New York Mellon Corp , Royal Bank of Scotland Group (The) PLC , Microsoft Corp , Medtronic Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Energy Transfer Equity LP , Energy Transfer Partners LP , Buckeye Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Weyerhaeuser Co , Cheung Kong Holdings Ltd , Forest City Enterprises Inc Class A , Songbird Estates PLC , First Industrial Realty Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Hasbro Inc , Atlas Pipeline Partners LP , Omega Healthcare Investors Inc , Ares Capital Corporation , j2 Global Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Salesforce.com Inc , AbbVie Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Value R6 , Voya High Yield Bond I , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR® Barclays High Yield Bond ETF , iShares US Preferred Stock , Wells Fargo & Co New Pfd , iShares iBoxx $ Invst Grade Crp Bond ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Short-Term Bond F , Fidelity® Series High Income F , Fidelity® Series Infl-Prtct Bd Idx F , Fidelity® Series Equity-Income F ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for onecx investment picks
  • Holdings: British Sky Broadcasting Group PLC , Reed Elsevier PLC , Aryzta AG , SAP SE , British American Tobacco PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for uihix investment picks
  • Holdings: Enbridge Energy Management LLC , Williams Companies Inc , Energy Transfer Equity LP , Kinder Morgan Management LLC , Plains GP Holdings LP Class A ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Skyworks Solutions Inc , Equinix Inc , Henry Schein Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for nmpax investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for rbdtx investment picks
  • Holdings: Hasbro Inc , Atlas Pipeline Partners LP , Omega Healthcare Investors Inc , Ares Capital Corporation , j2 Global Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
Sign-up for taigx investment picks
  • Holdings: Oracle Corporation , Credit Suisse Group , Julius Baer Gruppe AG , Bank of America Corporation , TE Connectivity Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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Premium Funds From: jlpsx - JPMorgan US Large Cap Core Plus Select to oakgx - Oakmark Global I
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