Funds From: ephcx - EP China A to icsix - Innealta Capital Sector Rotation I


  • Holdings: Techtronic Industries Co Ltd , Hermes Microvision Inc , Sihuan Pharmaceutical Holdings Group Ltd , AIA Group Ltd , Lee's Pharmaceutical Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Pfizer Inc , Wells Fargo & Co , JPMorgan Chase & Co , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Verizon Communications Inc , Merck & Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Oracle Corporation , Intel Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Floating Rate Bond , SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Short-Term Bond ETF , Market Vectors® EM High Yield Bd ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Floating Rate Bond , SPDR® Barclays Short Term Hi Yld Bd ETF , Vanguard Short-Term Bond ETF , Market Vectors® EM High Yield Bd ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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Funds From: ephcx - EP China A to icsix - Innealta Capital Sector Rotation I
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