Premium Funds From: fpacx - FPA Crescent to fsanx - Fidelity Asset Manager 60%


  • Holdings: US Treasury Note 1.25% , Microsoft Corp , Oracle Corporation , Aon , CVS Caremark Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Samsung Electronics Co Ltd , Commonwealth Bank of Australia , Taiwan Semiconductor Manufacturing Co Ltd , Orix Corp , SOFTBANK Corp ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: AbbVie Inc , Actavis PLC , Merck & Co Inc , Johnson & Johnson , Novartis AG ADR ,
  • Category: Health
  • Morningstar Rating: 4 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: MSCI Emerging Market Index Future June14 , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 2.25% , Rosetta Resources Inc , Avnet Inc , Arrow Electronics Inc , Rowan Companies, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Bank of America Corporation , US Treasury Note 0.375% , Fannie Mae 3.5% 30 Year , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Bank of America Corporation , US Treasury Note 0.375% , Fannie Mae 3.5% 30 Year , Wells Fargo & Co ,
  • Category: Moderate 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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  • Holdings: Johnson & Johnson , Pentair PLC , Roper Industries Inc , Chevron Corp , Air Products & Chemicals Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Pentair PLC , Roper Industries Inc , Chevron Corp , Air Products & Chemicals Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Vornado Realty Trust , Prologis Inc , Public Storage , Host Hotels & Resorts Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Ventas Inc , Host Hotels & Resorts Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Mid-America Apartment Communities ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Mid-America Apartment Communities ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Anadarko Petroleum Corp , Exxon Mobil Corporation , Halliburton Co , Occidental Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Roper Industries Inc , Oasis Petroleum Inc , Ametek Inc , Mead Johnson Nutrition Co , NXP Semiconductors NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
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  • Category: High Yield Bond
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  • Holdings: Goldcorp Inc , Gold Bullion , Randgold Resources Ltd ADR , Silver Bullion (1 Oz = 1 Shr) , Barrick Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: Boeing Co , United Parcel Service Inc (UPS) Class B , Delta Air Lines Inc , FedEx Corp , American Airlines Group Inc ,
  • Category: Industrials
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , US Treasury Note 0.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Premium Funds From: fpacx - FPA Crescent to fsanx - Fidelity Asset Manager 60%
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