Premium Funds From: prwbx - T. Rowe Price Short-Term Bond to pvsax - Putnam Capital Spectrum A


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 2.75% , Danaher Corp , United Technologies Corp , UnitedHealth Group Inc , Marsh & McLennan Companies Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Ultrashort Bond
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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: S&P 500 Index Future June14 , E-mini S&P 500 Index Future June14 , NYSE/Liffe 30 Year US Treasury Bond Future June14 , Sptr Trs Equity 3ml+31.5 Boa , US Treasury Bond 2.875% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 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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  • Holdings: World Fuel Services Corp , Belden Inc , Bristow Group Inc , Trinity Industries Inc , Precision Drilling Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Sptr Trs Equity 3ml+29 *Bullet* Dub ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Priceline Group Inc , Schlumberger NV , Baidu Inc ADR ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , Halliburton Co , Facebook Inc Class A , Anadarko Petroleum Corp , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Biogen Idec Inc , Halliburton Co , Facebook Inc Class A , Anadarko Petroleum Corp , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Barclays ETN+ FI Enhanced Glb Hi Yld ETN , UBS Fisher Enhanced Big Cap Growth ETN , Pfizer Inc , Credit Suisse FI Enhanced Europe 50 ETN , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Gilead Sciences Inc , Apple Inc , Visa Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , General Dynamics Corp , EchoStar Corp , Cubist Pharmaceuticals Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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Premium Funds From: prwbx - T. Rowe Price Short-Term Bond to pvsax - Putnam Capital Spectrum A
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