Premium Funds From: rytrx - Royce Total Return Invmt to scobx - Deutsche Global Growth S


  • Holdings: E-L Financial Corp Ltd , Bank of Hawaii Corp , Trinity Industries Inc , Federated Investors, Inc. Class B , AllianceBernstein Holding L.P. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: NYSE/Liffe 10 Year US Treasury Note Future Dec14 , Trs: Us 10yr Note Dec14 , S&P 500 Index Future Sept14 , Euro BUND Future Sept14 , Long Gilt 10yr Fr Dec14 ,
  • Category: Tactical Allocation
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  • Holdings: Principal Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , CVS Caremark Corp , MetLife Inc , Johnson Controls Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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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: 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: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Utilities Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Large Blend
  • Morningstar Rating: 3 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 , Trulia Inc , Medidata Solutions Inc , FEI Co , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: StanCorp Financial Group Inc , HSN Inc , Progressive Waste Solutions Ltd , Carbo Ceramics Inc , Steris Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , MIP International Tilts Master Portfolio , iShares TIPS Bond , Master Small Cap Index ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Signet Jewelers Ltd , Newfield Exploration Co , Owens-Illinois Inc , Crown Holdings Inc , Foot Locker Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , General Electric Co , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Fortinet Inc , Trulia Inc , Medidata Solutions Inc , FEI Co , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 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: 4 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Chevron Corp , Discover Financial Services , Halliburton Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Nike Inc Class B , Microsoft Corp , Visa Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 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: 3 Stars
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , ClearBridge Aggressive Growth IS , ClearBridge Appreciation IS , ClearBridge International Value IS ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Biogen Idec Inc , Merck & Co Inc , Actavis PLC , Bristol-Myers Squibb Company ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Sanofi , Merck KGaA , CLP Holdings Ltd , Smiths Group PLC , Koninklijke KPN NV ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Amphenol Corp Class A , Western Digital Corp , MasterCard Inc Class A , Alliance Data Systems Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Premium Funds From: rytrx - Royce Total Return Invmt to scobx - Deutsche Global Growth S
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