Funds From: dfihx - DFA One-Year Fixed-Income I to tgrbx - Invesco Pacific Growth B - Large Blend


  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Spirit Airlines Inc , RF Micro Devices Inc , Deckers Outdoor Corp , VCA Inc , Avis Budget Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Roche Holding AG Dividend Right Cert. , Novartis AG , BP PLC ADR , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Blade Engine Securitization 144A FRN , Airspeed Ltd 2007-1 FRN , PPL Corp , SPDR┬« Gold Shares , Lukoil Intl Fin Bv 144A 6.125% ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: East West Bancorp Inc , ITT Corp , Helix Energy Solutions Group Inc , Synopsys Inc , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Toyota Motor Corp , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% , Turkey(Rep Of) 3% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: MSCI Inc , Heartland Payment Systems Inc , Techne Corp , DineEquity Inc , Ulta Salon Cosmetics & Fragrances Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Applied Materials Inc , Bank of America Corporation , Citigroup Inc , Shire PLC ADR ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , CGI Group Inc Class A , Novartis AG , Nordea Bank AB , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: E-Mini S&P 500 , Sigma-Aldrich Corp , Vertex Pharmaceuticals Inc , CF Industries Holdings Inc , E I du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 3 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Markel Corporation , Visa Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Telekomunikasi Indonesia (Persero) Tbk Class B , Toyota Motor Corp , Commonwealth Bank of Australia , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
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Funds From: dfihx - DFA One-Year Fixed-Income I to tgrbx - Invesco Pacific Growth B - Large Blend
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