Funds From: PNERX - AllianzGI NFJ Dividend Value R to tvgix - Transparent Value Large-Cap Growth I


  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Roche Holding AG Dividend Right Cert. , Novartis AG , Standard Chartered PLC , Safran SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: SPDR® Barclays Short Term Corp Bd ETF , iShares 1-3 Year Credit Bond , RiverFront Strategic Income ETF , WisdomTree LargeCap Dividend ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Conservative Allocation
Sign-up for rcibx investment picks
  • Holdings: SPDR® Barclays Short Term Corp Bd ETF , iShares 1-3 Year Credit Bond , RiverFront Strategic Income ETF , WisdomTree LargeCap Dividend ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Conservative Allocation
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  • Holdings: SPDR® Barclays Short Term Corp Bd ETF , iShares 1-3 Year Credit Bond , RiverFront Strategic Income ETF , WisdomTree LargeCap Dividend ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Conservative Allocation
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  • Holdings: SPDR® Barclays Short Term Corp Bd ETF , iShares 1-3 Year Credit Bond , RiverFront Strategic Income ETF , WisdomTree LargeCap Dividend ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Conservative Allocation
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  • Holdings: Sanofi ADR , Teva Pharmaceutical Industries Ltd ADR , Nippon Telegraph & Telephone Corp ADR , Imperial Tobacco Group PLC ADR , Unilever PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Ameriprise Financial Inc , Celgene Corp , Lorillard Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Ameriprise Financial Inc , Celgene Corp , Lorillard Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , Cme Irs Gbp 1.75 12/17/16 Sell Receiver; No Pmt; 1.75; Effdt 6/17/15; Fix=s ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: SPDR® S&P 500 ETF , iShares MSCI EAFE , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , Cme Irs Gbp 1.75 12/17/16 Sell Receiver; No Pmt; 1.75; Effdt 6/17/15; Fix=s ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for us00767h7098 investment picks
  • Holdings: Jarden Corp , Royal Caribbean Cruises Ltd , DBV Technologies SA , Sherwin-Williams Co , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Jarden Corp , Royal Caribbean Cruises Ltd , DBV Technologies SA , Sherwin-Williams Co , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Jarden Corp , Royal Caribbean Cruises Ltd , DBV Technologies SA , Sherwin-Williams Co , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Jarden Corp , Royal Caribbean Cruises Ltd , DBV Technologies SA , Sherwin-Williams Co , CoStar Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Funds From: PNERX - AllianzGI NFJ Dividend Value R to tvgix - Transparent Value Large-Cap Growth I
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