Funds From: pttbx - PIMCO Total Return B to cuhix - Compass EMP US 500 Enh Volatil Wtd I


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-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: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corp , JPMorgan Chase & Co , Merck & Co Inc , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 1 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: American Tower Corp , Central Japan Railway Company , Crown Castle International Corp , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Central Japan Railway Company , Crown Castle International Corp , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: American Tower Corp , Central Japan Railway Company , Crown Castle International Corp , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American Tower Corp , Central Japan Railway Company , Crown Castle International Corp , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: American Tower Corp , Central Japan Railway Company , Crown Castle International Corp , Vinci , East Japan Railway Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Emerging Markets Stock Idx ETF , Vanguard Short-Term Corp Bd Idx ETF , 11098891n Trs Usd R E Gslzjapf Div 90% , 11098891n Trs Usd P V 01mlibor Gslzjapf +40bps , iShares North American Tech ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Emerging Markets Stock Idx ETF , Vanguard Short-Term Corp Bd Idx ETF , 11098891n Trs Usd R E Gslzjapf Div 90% , 11098891n Trs Usd P V 01mlibor Gslzjapf +40bps , iShares North American Tech ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Prudential Financial Inc , Corning Inc , MetLife Inc , Alcoa Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Prudential Financial Inc , Corning Inc , MetLife Inc , Alcoa Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Prudential Financial Inc , Corning Inc , MetLife Inc , Alcoa Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Prudential Financial Inc , Corning Inc , MetLife Inc , Alcoa Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
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  • Holdings: LyondellBasell Industries NV , Actavis PLC , CBRE Group Inc , B/E Aerospace Inc , Western Union Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , Actavis PLC , CBRE Group Inc , B/E Aerospace Inc , Western Union Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , Hillshire Brands Co , ConocoPhillips , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Large Blend
Sign-up for cuhtx investment picks
  • Holdings: Markel Corporation , Hillshire Brands Co , ConocoPhillips , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Large Blend
Sign-up for CUHTX investment picks
  • Holdings: Markel Corporation , Hillshire Brands Co , ConocoPhillips , McDonald's Corp , Wal-Mart Stores Inc ,
  • Category: Large Blend
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Funds From: pttbx - PIMCO Total Return B to cuhix - Compass EMP US 500 Enh Volatil Wtd I
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