Premium Funds From: ddvix - Delaware Value Inst to dodix - Dodge & Cox Income


  • Holdings: E I du Pont de Nemours & Company , Intel Corp , Broadcom Corp , Raytheon Co , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Eastman Chemical Co , Dover Corp , Honeywell International Inc , Fairchild Semiconductor International Inc , PolyOne Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: East West Bancorp Inc , ITT Corp , Whiting Petroleum Corp , Chemtura Corp , Synopsys Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , AT&T Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: OAO Gazprom ADR , Petroleo Brasileiro SA Petrobras ADR , China Construction Bank Corp H Shares , Petroleo Brasileiro SA Petrobras ADR , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Trinity Industries Inc , Avis Budget Group Inc , First Solar Inc , Omnicare Inc , NASDAQ OMX Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Taylor Wimpey PLC , Cobham PLC , Pennon Group PLC , Informa PLC , Inmarsat 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 , Chevron Corp ,
  • 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. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: SunEdison Inc , Asbury Automotive Group Inc , Andersons Inc , Manhattan Associates Inc , Integrated Device Technology Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Avis Budget Group Inc , CNO Financial Group Inc , LifePoint Hospitals Inc , Esterline Technologies , JetBlue Airways Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Philip Morris International Inc , Coca-Cola Co , 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 , Vertex Pharmaceuticals Inc , Keurig Green Mountain Inc , Pilgrims Pride Corp , Impax Laboratories Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 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: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc , Gilead Sciences Inc , Johnson & Johnson ,
  • Category: Large Growth
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  • Holdings: Willis Group Holdings PLC , Cimarex Energy Co , Hub Group Inc Class A , Boston Scientific Inc , Brown & Brown Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® High Yield Pooled , US Treasury Note 0.75% , Simon Property Group Inc , US Treasury Note 0.375% , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Calavo Growers Inc , Janus Capital Group Inc , Providence Service Corp , Federated National Holding Co , Core-Mark Holding Co Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Teledyne Technologies Inc , Parexel International Corp , Toro Co , West Pharmaceutical Services Inc , Tanger Factory Outlet Centers Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Persimmon PLC , Ashtead Group PLC , Taylor Wimpey PLC , Vestas Wind Systems A/S , Barratt Developments PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: TD Ameritrade Holding Corp , Comerica Inc , Avnet Inc , Applied Materials Inc , Discover Financial Services ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Hewlett-Packard Co , Capital One Financial Corp , Microsoft Corp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Sanofi , Naspers Ltd Class N , Novartis AG ADR , Credit Suisse Group ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Hewlett-Packard Co , Microsoft Corp , Capital One Financial Corp , Wells Fargo & Co , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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Premium Funds From: ddvix - Delaware Value Inst to dodix - Dodge & Cox Income
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