Premium Funds From: svaix - Federated Strategic Value Dividend Instl to tcigx - Transamerica Income & Growth C


  • Holdings: Altria Group Inc , Verizon Communications Inc , AT&T Inc , GlaxoSmithKline PLC , Reynolds American Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Cigna Corp , Chevron Corp , Merck & Co Inc , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JetBlue Airways Corp , RF Micro Devices Inc , Knight Transportation, Inc. , Jack In The Box Inc , Take-Two Interactive Software Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Pfizer Inc , PepsiCo Inc , Wells Fargo & Co , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , Merck & Co Inc , Citigroup Inc , Wells Fargo & Co , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Laudus International MarketMasters Sel , Schwab Small-Cap Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Amgen Inc , Gilead Sciences Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index , Schwab Total Bond Market ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Mini Msci Eafe Dec14 Ifus 20141219 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Schwab Core Equity , Schwab Total Bond Market , Laudus US Large Cap Growth , Schwab Intermediate-Term Bond , Laudus Small-Cap MarketMasters Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , S+p500 Emini Fut Dec14 Xcme 20141219 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Ultimate Software Group Inc ,
  • Category: Small Blend
  • 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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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Halliburton Co , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Weyerhaeuser Co , Cheung Kong Holdings Ltd , Forest City Enterprises Inc Class A , Songbird Estates PLC , First Industrial Realty Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Covanta Holding Corp , Bank of New York Mellon Corp , Cavco Industries Inc , Total SA , Apache Corporation ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Roche Holding AG Dividend Right Cert. , Novartis AG , Standard Chartered PLC , Safran SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Ameriprise Financial Inc , Visa Inc Class A , Union Pacific Corp , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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Premium Funds From: svaix - Federated Strategic Value Dividend Instl to tcigx - Transamerica Income & Growth C
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