Premium Funds From: fssrx - Franklin Small Cap Growth R to gakix - Kellner Merger Institutional


  • Holdings: Shutterfly Inc , Demandware Inc , Lattice Semiconductor Corp , US Ecology Inc , Parexel International Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Puma Biotechnology Inc , InterMune Inc , WEX Inc , Kodiak Oil & Gas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apache Corporation , Devon Energy Corp , Chevron Corp , Exxon Mobil Corporation , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Dominion Resources Inc , NextEra Energy Inc , Sempra Energy , Exelon Corp , PPL Corp ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fannie Mae 3% 30 Year , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Salesforce.com Inc , MasterCard Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Franklin DynaTech R6 , Templeton Foreign R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: McGraw Hill Financial Inc , Google Inc Class A , Ameriprise Financial Inc , Adobe Systems Inc , Cabot Oil & Gas Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Google Inc , Facebook Inc Class A , AbbVie Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future Dec14 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future Dec14 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: McGraw Hill Financial Inc , Google Inc Class A , Ameriprise Financial Inc , Adobe Systems Inc , Cabot Oil & Gas Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity® Series Global ex US Index , Fidelity Spartan® US Bond Idx F , Fidelity® Series Commodity Strategy F , Fidelity® Series Infl-Prtct Bd Idx F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S&P 500 Index Future Dec14 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: China Singyes Solar Technologies Holdings Ltd , Mytrah Energy Ltd , Waterfurnace Renewable Energy Inc , Nordex AG , SunPower Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: Twenty-First Century Fox Inc Class A , Directv , Ametek Inc , American Express Co , Deere & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: O'Reilly Automotive Inc , RPC Inc , Diebold Inc , Circor International Inc , Interpublic Group of Companies, Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: National Fuel Gas Co , NextEra Energy Inc , Energy Transfer Equity LP , Edison International , Southwest Gas Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Honeywell International Inc , Lowe's Companies Inc , Schlumberger NV , Starwood Hotels & Resorts Worldwide Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for gaiox investment picks
  • Holdings: American Funds Capital Income Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Comcast Corp Class A , Time Warner Cable Inc , Forest Laboratories Inc , Actavis PLC , Covidien PLC ,
  • Category: Market Neutral
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Premium Funds From: fssrx - Franklin Small Cap Growth R to gakix - Kellner Merger Institutional
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