Premium Funds From: cwgcx - American Funds Capital World Gr&Inc C to difax - MFS® Diversified Income A


  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Dimensional Cayman Commodity F Dfa Cayman Commodity Fund I L , US Treasury Note 0.5% , Apple 1.05% , Toyota Mtr Crd Corp Mtn Be 2% , Municipality Finance Plc Local Govt G 05/16 2.375 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Howard Hughes Corp , Canadian Pacific Railway Ltd , Cracker Barrel Old Country Store Inc , Unit Corp , Tessera Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Howard Hughes Corp , Canadian Pacific Railway Ltd , Cracker Barrel Old Country Store Inc , Unit Corp , Tessera Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: General Mills Inc , Campbell Soup Co , Heineken NV , Walgreens Boots Alliance Inc , General Dynamics Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: General Mills Inc , Campbell Soup Co , Heineken NV , Walgreens Boots Alliance Inc , General Dynamics Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Lowe's Companies Inc , Northrop Grumman Corp , CVS Health Corp , Quest Diagnostics Inc , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Eastman Chemical Co , PolyOne Corp , Honeywell International Inc , Flextronics International Ltd , Dover Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Allergan Inc , Celgene Corp , Visa Inc Class A , Qualcomm Inc , Walgreens Boots Alliance Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: East West Bancorp Inc , iShares Russell 2000 Value , Synopsys Inc , ITT Corp , Berry Plastics Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Tencent Holdings Ltd. , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , AT&T Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Reliance Industries Ltd , OAO Gazprom ADR , Standard Bank Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Omnicare Inc , Legg Mason Inc , NASDAQ OMX Group, Inc. , Avis Budget Group Inc , PartnerRe Ltd ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Inmarsat PLC , Pennon Group PLC , Cobham PLC , Man Group PLC , William Hill PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , AT&T Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Qorvo Inc , Papa John's International Inc , Sonic Corp , G-III Apparel Group Ltd , Fiesta Restaurant Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JetBlue Airways Corp , CNO Financial Group Inc , Esterline Technologies , LifePoint Hospitals Inc , Qorvo Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Philip Morris International Inc , Coca-Cola Co , Exxon Mobil Corporation , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA US Core Equity 1 I , DFA Emerging Markets Core Equity I , DFA Real Estate Securities I ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Keurig Green Mountain Inc , Ingredion Inc , Keurig Green Mountain Inc , Nu Skin Enterprises Inc Class A , Myriad Genetics Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Occidental Petroleum Corp , PepsiCo Inc , Schlumberger NV , Honeywell International Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Union Pacific Corp , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Willis Group Holdings PLC , Cimarex Energy Co , Boston Scientific Inc , Hub Group Inc Class A , Staples Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.375% , FNMA 4% TBA , Public Storage ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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Premium Funds From: cwgcx - American Funds Capital World Gr&Inc C to difax - MFS® Diversified Income A
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