Funds From: kirax - Forward International Real Estate A - Global Real Estate to peipx - Principal Equity Income R4 - Large Value


  • Holdings: Dream Office Real Estate Investment Trust , CSI Properties Ltd , Sumitomo Realty & Development Co Ltd , Mitsubishi Estate Co Ltd , Asia Standard Hotel Group Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Verizon Communications Inc , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PHI Inc , Seneca Foods Corp Class A , Hurco Companies Inc , Omega Protein Corp , Healthcare Services Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: A P Moller Maersk AS Class B , Direct Line Insurance Group PLC , RSA Insurance Group PLC , Vodafone Group PLC , Koninklijke KPN NV ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Vornado Realty Trust , Prologis Inc , Host Hotels & Resorts Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , Wells Fargo & Co , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , SPDR® Barclays High Yield Bond ETF , Vanguard Dividend Appreciation ETF , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Skandinaviska Enskilda Banken AB Class A , JPMorgan Chase & Co , Nestle SA , Morgan Stanley , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: CoStar Group Inc , The Middleby Corp , Restoration Hardware Holdings Inc , Shutterstock Inc , Aspen Technology Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Amgen Inc , Actavis PLC , Apple Inc , EMC Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , SPDR® S&P 500 ETF , US Treasury TIP , US Treasury TIP 1.125% , US Treasury Note ,
  • Category: Tactical Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Blackstone Group LP , Realogy Holdings Corp , Southwestern Energy Co , Discovery Communications Inc , Priceline Group Inc ,
  • Category: Long/Short Equity
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  • Holdings: Apple Inc , American Tower Corp , Costco Wholesale Corp , Equinix Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 5 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Sptr Trs Equity 3ml+29 *Bullet* Dub , Sptr Trs Equity 3ml+26.5 *Bullet* Bps , Fin Fut Euro$ Cme 12/14/15 , Italy(Rep Of) 4.5% ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Voya US Stock Index I , Voya US Bond Index I , Voya International Index I , Voya Russell Mid Cap Index I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE Developed Markets ETF , Vanguard S&P 500 ETF , Vanguard International Bond Tr Swap , SPDR® Barclays High Yield Bond ETF , iShares 7-10 Year Treasury Bond ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Money Market- Tax-Free
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Profunds Swap Security U , Profunds Swap Security Gs ,
  • Category: Trading-Miscellaneous
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  • Holdings: Apple Inc , Merck & Co Inc , MetLife Inc , Kroger Co , ACE Ltd ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: kirax - Forward International Real Estate A - Global Real Estate to peipx - Principal Equity Income R4 - Large Value
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