Funds From: qemax - Pear Tree PanAgora Dyn Emerg Mkts Instl - Large Blend to evuyx - Wells Fargo Advantage Utility&Telecom I - Mid Value


  • Holdings: Pear Tree PanAgora Risk Prty EMkts Instl , Samsung Electronics Co Ltd , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Hewlett-Packard Co , General Dynamics Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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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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  • Holdings: United Continental Holdings Inc , Citigroup 3.375% , Wells Fargo Co Mtn Be 3.45% , Barrick Gold 6.95% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Express Scripts , JPMorgan Chase & Co , Thermo Fisher Scientific Inc , Mead Johnson Nutrition Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: T. Rowe Price Instl High Yield , T. Rowe Price Real Assets , Amazon.com Inc , Gilead Sciences Inc , General Electric Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , AbbVie Inc , Gilead Sciences Inc , CVS Health Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Merck & Co Inc , Wells Fargo & Co , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Corning Inc , Eaton Corp PLC , Northrop Grumman Corp , KLA-Tencor Corp , LyondellBasell Industries NV ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Citrix Systems Inc , ConAgra Foods Inc , Johnson Controls Inc , Universal Health Services Inc Class B , Comerica Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Brunswick Corp , Tutor Perini Corp , Capella Education Co , Korn/Ferry International , Synchronoss Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Brunswick Corp , Tutor Perini Corp , Capella Education Co , Korn/Ferry International , Synchronoss Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Lazard Ltd , Bristow Group Inc , KKR & Co LP , Royal Caribbean Cruises Ltd , First American Financial Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: International Business Machines Corp , Verizon Communications Inc , Oracle Corporation , FedEx Corp , Phillips 66 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Merck & Co Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class C , Honeywell International Inc , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , ITC Holdings Corp , Sempra Energy , NextEra Energy Inc , Northeast Utilities ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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Funds From: qemax - Pear Tree PanAgora Dyn Emerg Mkts Instl - Large Blend to evuyx - Wells Fargo Advantage Utility&Telecom I - Mid Value
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