Premium Funds From: wapsx - Western Asset Core Plus Bond IS to psspx - Principal SmallCap S&P 600 Index R5


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: SPDR S&P 500 , DoubleLine Total Return Bond I , Vanguard Wellington™ Admiral™ , T. Rowe Price Capital Appreciation , iShares International Select Div ,
  • Category: Conservative Allocation
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  • Holdings: Cigna Corp , Kroger Co , Arrow Electronics Inc , Avnet Inc , Analog Devices Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: DST Systems, Inc. , American Realty Capital Properties Inc Class A , Comcast Corp Class A , Domtar Corp , DaVita HealthCare Partners Inc ,
  • Category: Long/Short Equity
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  • Holdings: Central GoldTrust Common , Sprott Physical Gold Trust Common , Teva Pharmaceutical Industries Ltd ADR , Mosaic Co , John B Sanfilippo & Son ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Pentair PLC , Roper Industries Inc , Chevron Corp , Air Products & Chemicals Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: InterMune Inc , Restoration Hardware Holdings Inc , Buffalo Wild Wings Inc , Cavium Inc , Synaptics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Jardine Matheson Holdings Ltd , Swatch Group AG , Berkshire Hathaway Inc Class B , British American Tobacco PLC , Franklin Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Silicon Motion Technology Corp ADR , Manitowoc Co Inc , Plug Power, Inc. , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Aspen Technology Inc , Manhattan Associates Inc , Tower International Inc , KapStone Paper And Packaging Corp , Thoratec Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , American Airlines Group Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian National Railway Co , Microsoft Corp , Nike Inc Class B , Illinois Tool Works Inc , Bristol-Myers Squibb Company ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Utilities Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF ,
  • Category: Large Blend
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Biogen Idec Inc , Celgene Corp , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE Small-Cap , Tsuruha Holdings Inc. , Nitori Holdings Co., Ltd. , Meggitt PLC , Moneysupermarket.com Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American Airlines Group Inc , Keurig Green Mountain Inc , Lear Corp , Actavis PLC , Cabot Oil & Gas Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares Core S&P Small-Cap , Russell 2000 Mini Sep14 , Questcor Pharmaceuticals Inc , Centene Corp , LaSalle Hotel Properties ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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Premium Funds From: wapsx - Western Asset Core Plus Bond IS to psspx - Principal SmallCap S&P 600 Index R5
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