Funds From: ccvcx - Calamos Convertible C - Convertibles to mypvx - Sentinel Sustainable Core Opp A - Large Blend


  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Illumina 144A Cv 0.25% , Wellpoint Cv 2.75% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Oracle Corporation , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Intercontinental Exchange Inc , SunEdison Inc , Trinity Industries Inc , Avago Technologies Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Freeport-McMoRan Copper & Gold , BHP Billiton PLC , First Quantum Minerals Ltd , Rio Tinto PLC , Anadarko Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: Argentina Rep 8.28% , Republic Of Argentina , Argentina Rep 1.33% , Lululemon Athletica Inc , NRG Energy Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp , Merck & Co Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 2.125% , US Treasury Bond 4.5% , US Treasury Note 3.125% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Inflation Focused Bond , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc , T. Rowe Price High-Yield ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Oracle Corporation , Microsoft Corp , America Movil SAB de CV , PepsiCo Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Google Inc Class A , Intel Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Merck & Co Inc , Deere & Co , Digital Realty Trust Inc , MetLife Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Roche Holding AG , AstraZeneca PLC , Vivendi SA , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Flowserve Corp , Actavis PLC , Kate Spade & Co , Illumina Inc ,
  • Category: Large Growth
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  • Holdings: PNM Resources Inc , RF Micro Devices Inc , PartnerRe Ltd , GT Advanced Technologies Inc , Allied World Assurance Co Holdings AG ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Approach Resources Inc , Geo Group Inc , CNO Financial Group Inc , Libbey Inc , Accuray Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Core Laboratories NV , Baker Hughes Inc , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , OAO Lukoil ADR , Taiwan Semiconductor Manufacturing Co Ltd , Petroleo Brasileiro SA Petrobras ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , PepsiCo Inc , Parker Hannifin Corp , Procter & Gamble Co , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: ccvcx - Calamos Convertible C - Convertibles to mypvx - Sentinel Sustainable Core Opp A - Large Blend
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