Funds From: CVFCX - Pioneer Disciplined Value A to nssrx - Nuveen Short-Term Bond R3


  • Holdings: Johnson & Johnson , Merck & Co Inc , Apache Corporation , Occidental Petroleum Corp , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P 500 Index Future June14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Irs Usd 3.000 09/21/16-1y (Grn) Cme ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Banco Santander SA , Iliad , Taiwan Semiconductor Manufacturing Co Ltd ADR , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Banco Santander SA , Iliad , Taiwan Semiconductor Manufacturing Co Ltd ADR , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Banco Santander SA , Iliad , Taiwan Semiconductor Manufacturing Co Ltd ADR , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Banco Santander SA , Iliad , Taiwan Semiconductor Manufacturing Co Ltd ADR , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Banco Santander SA , Iliad , Taiwan Semiconductor Manufacturing Co Ltd ADR , Sanofi , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Semgroup Corp , PacWest Bancorp , Lithia Motors Inc Class A , CommScope Holding Co Inc , Barnes Group Inc ,
  • Category: Small Blend
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  • Holdings: Semgroup Corp , PacWest Bancorp , Lithia Motors Inc Class A , CommScope Holding Co Inc , Barnes Group Inc ,
  • Category: Small Blend
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  • Holdings: Semgroup Corp , PacWest Bancorp , Lithia Motors Inc Class A , CommScope Holding Co Inc , Barnes Group Inc ,
  • Category: Small Blend
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  • Holdings: Semgroup Corp , PacWest Bancorp , Lithia Motors Inc Class A , CommScope Holding Co Inc , Barnes Group Inc ,
  • Category: Small Blend
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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Funds From: CVFCX - Pioneer Disciplined Value A to nssrx - Nuveen Short-Term Bond R3
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