Premium Funds From: cmgsx - BlackRock Mid-Cap Growth Equity Svc to dddax - 13D Activist A


  • Holdings: Liberty Ventures Class A , United Therapeutics Corp , Madison Square Garden Co Class A , Fleetcor Technologies, Inc. , Vertex Pharmaceuticals Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Microsoft Corp , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , Hartford Financial Services Group Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novo Nordisk A/S , Keyence Corp , SMC Corp , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Skyworks Solutions Inc , Greenbrier Companies Inc , Actavis PLC , Avago Technologies Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Skyworks Solutions Inc , Equinix Inc , Henry Schein Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Cepheid , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Cepheid , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Enbridge Energy Partners LP , Energy Transfer Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Enbridge Energy Partners LP , Energy Transfer Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Amazon.com Inc , Visa Inc Class A , Illumina Inc , Priceline Group Inc , Vertex Pharmaceuticals Inc ,
  • Category: Large Growth
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  • Category: Multisector Bond
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  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Public Storage , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Procter & Gamble Co , Royal Dutch Shell PLC Class A , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Procter & Gamble Co , Royal Dutch Shell PLC Class A , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Linn Energy LLC , Legacy Reserves LP , EV Energy Partners LP , Memorial Production Partners LP , QR Energy LP ,
  • Category: Equity Energy
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  • Holdings: Linn Energy LLC , Legacy Reserves LP , EV Energy Partners LP , Memorial Production Partners LP , QR Energy LP ,
  • Category: Equity Energy
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  • Holdings: Linn Energy LLC , Legacy Reserves LP , EV Energy Partners LP , Memorial Production Partners LP , QR Energy LP ,
  • Category: Equity Energy
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  • Holdings: Merck & Co Inc , Johnson & Johnson , Microsoft Corp , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , United Tech , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Triquint Semiconductor , Teledyne Technologies Inc , West Pharmaceutical Services Inc , Toro Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Dimensional Cayman Commodity F Dfa Cayman Commodity Fund I L , US Treasury Note 1% , FHLMC 1% , FNMA 0.75% , Council Of Europe Sr Unsecured Regs 12/16 1.75 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Holdings: Howard Hughes Corp , Canadian Pacific Railway Ltd , Cracker Barrel Old Country Store Inc , Unit Corp , Tessera Technologies Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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Premium Funds From: cmgsx - BlackRock Mid-Cap Growth Equity Svc to dddax - 13D Activist A
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