Premium Funds From: bpavx - Boston Partners All Cap Value Inv to sagcx - ClearBridge Aggressive Growth C


  • Holdings: JPMorgan Chase & Co , Amgen Inc , Bny Mellon Cash Reserve Eod Fund , EMC Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: American Tower Corp , Enbridge Inc , Crown Castle International Corp , Spectra Energy Corp , Atlantia ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Thermo Fisher Scientific Inc , TE Connectivity Ltd , Westinghouse Air Brake Technologies Corp , Stericycle Inc ,
  • Category: Large Growth
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  • Holdings: Visa Inc Class A , Thermo Fisher Scientific Inc , TE Connectivity Ltd , Westinghouse Air Brake Technologies Corp , Stericycle Inc ,
  • Category: Large Growth
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  • Holdings: Tyler Technologies Inc , Incyte Corp Ltd , Cantel Medical Corp , Medidata Solutions Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Tyler Technologies Inc , Incyte Corp Ltd , Cantel Medical Corp , Medidata Solutions Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Amerco Inc , Mannkind Cv 5.75% , Intermune Cv 2.5% , U S Treas Bd Stripped Prin Pmt , U S Treas Bd Stripped Prin Pmt ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Hospira Inc , Apple Inc , Align Technology Inc , EMC Corp , Facebook Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: SPS Commerce Inc , Omnicell Inc , Proofpoint Inc , LogMeIn Inc , Boulder Brands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.5% , Lions Gate Entmt Cv 1.25% , Lions Gate Entmnt 5.25% , Microsoft Corp , AT&T Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Align Technology Inc , Stratasys Ltd , Hexcel Corp , Dealertrack Technologies Inc , MarketAxess Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Global X FTSE Greece 20 ETF , iShares MSCI Ireland Capped , iShares MSCI Italy Capped , iShares MSCI Austria Capped ,
  • Category: Long/Short Equity
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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: CVS Health Corp , Apple Inc , Gilead Sciences Inc , Lowe's Companies Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: HD Supply Holdings Inc , Pentair PLC , EnerCare Inc , Rexnord Corp , Ebara ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares 1-3 Year Treasury Bond , Diamond Resorts International Inc , DineEquity Inc , Hewlett-Packard Co , Hanover Insurance Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 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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  • 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: Zynga Inc Class A , Opko Health Inc , Tesla Motors Inc , Aegerion Pharmaceuticals Inc , Rally Software Development Corp ,
  • Category: Long/Short Equity
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  • Holdings: NetApp Inc , Lockheed Martin Corp , EMC Corp , General Dynamics Corp , Dr Pepper Snapple Group Inc ,
  • Category: Large Blend
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  • Holdings: Sanofi ADR , Novartis AG ADR , Campbell Soup Co , Wendy's Co Class A , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan Management LLC , El Paso Pipeline Partners LP , Targa Resources Partners LP , ONEOK Partners LP , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Kinder Morgan Management LLC , El Paso Pipeline Partners LP , Targa Resources Partners LP , ONEOK Partners LP , Plains All American Pipeline LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc , Gilead Sciences Inc , Johnson & Johnson ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Lennar Corp , Gilead Sciences Inc , Morgan Stanley , Citigroup Inc , SanDisk Corp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Lennar Corp , Citigroup Inc , DR Horton Inc , Morgan Stanley , Toll Brothers Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: RLJ Lodging Trust , Jones Lang LaSalle Inc , Morgan Stanley , Lennar Corp , Citigroup Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Premium Funds From: bpavx - Boston Partners All Cap Value Inv to sagcx - ClearBridge Aggressive Growth C
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