Funds From: f00000j3nc - PL Short Duration Bond P - Morningstar 3 Star Rated Fund to IOECX - ICON Equity Income C - Morningstar 3 Star Rated Fund


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Tech Data Corp , Federated Investors, Inc. Class B , World Fuel Services Corp , PacWest Bancorp , TCF Financial Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Energy XXI (Bermuda) Ltd , Healthsouth Corp , H.B. Fuller Company , Brady Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Office Depot Inc , Aspen Insurance Holdings Ltd , Lam Research Corp , Arrow Electronics Inc , Dana Holding Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Unibail-Rodamco SE , Mitsui Fudosan Co Ltd , Scentre Group , SL Green Realty Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Sempra Energy , Edison International , NiSource Inc , ITC Holdings Corp , Broadcom Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Tower International Inc , Deluxe Corp , Avista Corp , Athlon Energy Inc , Constellium NV Class A ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Comcast Corp Class A , Wells Fargo & Co , CVS Caremark Corp , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Sempra Energy , Edison International , NiSource Inc , ITC Holdings Corp , Broadcom Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 1.1% , KDDI Corp , Johnson & Johnson , Japan(Govt Of) 2.1% , Italy(Rep Of) 3.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Bond IS , Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Total SA , British American Tobacco PLC , GlaxoSmithKline PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Legg Mason BW Global Opportunities Bd IS , iShares MSCI EAFE , Western Asset Core Bond IS , iShares Russell 1000 Value , QS Batterymarch Intl Eq IS ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Kroger Co , Actavis PLC , McGraw Hill Financial Inc , Mead Johnson Nutrition Co , Lorillard Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , Texas Instruments Inc , American Express Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Hewlett-Packard Co , EMC Corp , International Business Machines Corp , Seagate Technology PLC ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Digital Corp , Capital One Financial Corp , Citigroup Inc , JPMorgan Chase & Co , SanDisk Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Reynolds American Inc , Philip Morris International Inc , Gramercy Ppty Tr Pfd , Wells Fargo & Co, San Francisco Ca Pfd , Dr Pepper Snapple Group Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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Funds From: f00000j3nc - PL Short Duration Bond P - Morningstar 3 Star Rated Fund to IOECX - ICON Equity Income C - Morningstar 3 Star Rated Fund
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