Funds From: pgdix - Principal Global Div Inc Instl - Morningstar 5 Star Rated Fund to pixpx - PIMCO Fundamental IndexPLUS AR P - Morningstar 5 Star Rated Fund


  • Holdings: Russian Federation 7.5% , Harbinger Grp 7.75% , Enterprise Products Partners LP , Greenwich Cap Cmbs 2007-Gg9 CMO , Us Foods 8.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares US Preferred Stock , iShares iBoxx $ High Yield Corporate Bd , US Treasury Note 1% , US Treasury Note 1.75% , US Treasury Note 0.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Alexion Pharmaceuticals Inc , Vertex Pharmaceuticals Inc , Regeneron Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd , Naspers Ltd Class N , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 5 Stars
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  • Holdings: Tencent Holdings Ltd. , Hotel Shilla Co Ltd , Universal Robina Corporation , Minor International PLC DR , Luye Pharma Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , PepsiCo Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: National Grid PLC , American Tower Corp , Enbridge Inc , TransCanada Corp , Sempra Energy ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: National Bank of Kuwait SAK , Nigerian Breweries PLC , Gulf International Services QSC , Emaar Properties PJSC , YPF Sociedad Anonima ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Fuji Heavy Industries Ltd , Cognizant Technology Solutions Corp Class A , Teva Pharmaceutical Industries Ltd ADR , Visa Inc Class A , Tokyo Electron Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Groupon Inc , Google Inc Class A , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: E I du Pont de Nemours & Company , Monsanto Co , Eastman Chemical Co , Praxair Inc , Rock-Tenn Company Class A ,
  • Category: Natural Resources
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Credit Suisse Group , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 5 Stars
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  • Holdings: Baidu Inc ADR , Housing Development Finance Corp Ltd , Infosys Ltd , Magnit PJSC , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: PennyMac Financial Services Inc Class A , Investar Holding Corp , Lloyds Banking Group PLC , Banco De Chile ADR , Fifth Street Asset Management Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 5 Stars
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  • Holdings: Celgene Corp , Gilead Sciences Inc , Biogen Idec Inc , Amgen Inc , Medivation Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares MSCI EAFE Small-Cap , Greencore Group PLC , Chugoku Marine Paints Ltd , Draegerwerk AG & Co KGaA , Daicel Corporation ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Erauslt Trs Equity 1ml+35.5 *Bullet* Brc , Fin Fut Euro$ Cme (Red) 12/14/15 , 10 Year US Treasury Note Future Dec14 , Erauslt Trs Equity 1ml+45.5 Jpm , Fin Fut Euro$ Cme (Red) 06/13/16 ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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Funds From: pgdix - Principal Global Div Inc Instl - Morningstar 5 Star Rated Fund to pixpx - PIMCO Fundamental IndexPLUS AR P - Morningstar 5 Star Rated Fund
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