Premium Funds From: pwgfx - Pathway Advisors Growth and Income to rgacx - American Funds Growth Fund of Amer R3


  • Holdings: SPDR S&P 500 , DoubleLine Total Return Bond I , Vanguard Wellington™ Admiral™ , T. Rowe Price Capital Appreciation , iShares International Select Div ,
  • Category: Conservative Allocation
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  • Holdings: Ultra Petroleum Corp , Westell Technologies Inc Class A , Compuware Corp , Oritani Financial Corp , Unitil Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 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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  • 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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  • Holdings: Airspeed Ltd 2007-1 FRN , Blade Engine Securitization 144A FRN , SPDR Gold Shares , Starwood Property Trust, Inc. , Actavis PLC ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for qvopx investment picks
  • Holdings: Gilead Sciences Inc , Google Inc Class A , Oracle Corporation , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class A , Oracle Corporation , Biogen Idec Inc , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell Global Equity Y , Russell International Developed Mkts Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Visa Inc Class A , Google Inc Class C , Netflix Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Balanced R6 , American Funds Inc Fund of Amer R6 , American Funds Capital Inc Bldr R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds Capital Inc Bldr R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Granite Construction Inc. , Jack In The Box Inc , MDC Partners Inc Class A , Harsco Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Samsung Electronics Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Microsoft Corporation , Comcast Corp Class A , Google Inc Class A , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rfncx investment picks
  • Holdings: Amazon.com Inc , Microsoft Corporation , Comcast Corp Class A , Google Inc Class A , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for rfnex investment picks
  • Holdings: Amazon.com Inc , Microsoft Corporation , Comcast Corp Class A , Google Inc Class A , Boeing Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for rfngx investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Gilead Sciences Inc , Home Depot, Inc. , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rgabx investment picks
  • Holdings: Google Inc Class A , Amazon.com Inc , Gilead Sciences Inc , Home Depot, Inc. , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rgacx investment picks
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Premium Funds From: pwgfx - Pathway Advisors Growth and Income to rgacx - American Funds Growth Fund of Amer R3
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