Funds From: emeax - Ashmore Emerging Markets Equity A - Large Value to patfx - T. Rowe Price Tax-Free High Yield Adv


  • Holdings: China Citic Bank Corp Ltd H Shares , Baidu Inc ADR , China Merchants Bank Co Ltd Class H , Ping An Insurance Group H Shares , Korea Electric Power Corp ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Compass Group PLC , Brookfield Asset Management Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Alimentation Couche-Tard Inc , Astellas Pharma Inc ,
  • Category: Foreign Large Growth
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  • Holdings: Compass Group PLC , Brookfield Asset Management Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Alimentation Couche-Tard Inc , Astellas Pharma Inc ,
  • Category: Foreign Large Growth
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  • Category: World Bond
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Signet Jewelers Ltd , Expedia Inc , Robert Half International Inc , Universal Health Services Inc Class B , PetSmart Inc ,
  • Category: Mid-Cap Growth
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
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  • Holdings: AstraZeneca PLC , Novartis AG , Anheuser-Busch Inbev SA , Air Liquide SA , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Whirlpool Corp , Biogen Idec Inc , Celgene Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Whirlpool Corp , Biogen Idec Inc , Celgene Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson & Johnson , Apple Inc , Walt Disney Co , Comcast Corp Class A , Microsoft Corp ,
  • Category: Large Growth
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Category: Emerging Markets Bond
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  • Holdings: Schwab US Broad Market ETF™ , Vanguard Short-Term Government Bond ETF , iShares 1-3 Year Treasury Bond , Schwab Short-Term US Treasury ETF™ , SPDR® Dow Jones REIT ETF ,
  • Category: Tactical Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA ADR , Chevron Corp , Microsoft Corp , Coca-Cola Co , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , iShares Russell Mid-Cap Value , iShares Russell 1000 Value , iShares Russell 2000 Value , Health Care Select Sector SPDR® ETF ,
  • Category: Tactical Allocation
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap , Interest Rate Swap ,
  • Category: Multialternative
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  • Holdings: Kohl's Corp , Raytheon Co , CF Industries Holdings Inc , Nike Inc Class B , Axis Capital Holdings Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for patix investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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Funds From: emeax - Ashmore Emerging Markets Equity A - Large Value to patfx - T. Rowe Price Tax-Free High Yield Adv
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