Premium Funds From: sagyx - ClearBridge Aggressive Growth I to sesix - 1919 Socially Responsive Balanced B


  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Health Corp , DISH Network Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Structured Asset Inv 2005-10 FRN , Siderwinder Drilling 144A 9.75% , First Franklin Mtg 2005-Ffh3 FRN , Armored Autogroup 9.25% , Tempel Steel Company 144A 12% ,
  • Category: Multialternative
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  • Holdings: Structured Asset Inv 2005-10 FRN , Siderwinder Drilling 144A 9.75% , First Franklin Mtg 2005-Ffh3 FRN , Armored Autogroup 9.25% , Tempel Steel Company 144A 12% ,
  • Category: Multialternative
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  • Holdings: Fortinet Inc , Bally Technologies Inc , Icon PLC , Medidata Solutions Inc , Trulia Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Signet Jewelers Ltd , Hanesbrands Inc , Towers Watson & Co Class A , Cintas Corp , Mednax Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Schlumberger NV , Exxon Mobil Corporation , General Electric Co , Union Pacific Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fortinet Inc , Bally Technologies Inc , Icon PLC , Medidata Solutions Inc , Trulia Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Tesla Motors Inc , Netflix Inc , LinkedIn Corp Class A , Amazon.com Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Discover Financial Services , Nike Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Nike Inc Class B , Home Depot Inc , Microsoft Corp , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Baidu Inc ADR , Facebook Inc Class A , Naspers Ltd Class N , Visa Inc Class A , Housing Development Finance Corp Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS , QS Batterymarch US Lg Cap Eq IS , ClearBridge International Value IS , QS Batterymarch Intl Eq IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , Merck & Co Inc , Johnson & Johnson , Celgene Corp ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Nitto Denko Corporation , Sanofi , Otsuka Holdings Co Ltd , Merck KGaA , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Amphenol Corp Class A , Fresenius Medical Care AG & Co. KGaA , Canadian Pacific Railway Ltd , Western Digital Corp , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 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: Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
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  • Holdings: Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF ,
  • Category: Long/Short Equity
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Itau Unibanco Holding S.A. , Hyundai Mobis Co Ltd , Aspen Pharmacare Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Itau Unibanco Holding S.A. , Hyundai Mobis Co Ltd , Aspen Pharmacare Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: SBA Communications Corp , Constellation Brands Inc Class A , Netflix Inc , IHS Inc Class A , McGraw Hill Financial Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Valeant Pharmaceuticals International Inc , Berkshire Hathaway Inc Class A , TJX Companies , Fastenal Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cerner Corp , Wells Fargo & Co , U.S. Bancorp , Estee Lauder Cos Inc Class A , Schlumberger NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Premium Funds From: sagyx - ClearBridge Aggressive Growth I to sesix - 1919 Socially Responsive Balanced B
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