Funds From: LGNGX - Logan Capital Large Cap Grth Instl - Large Growth to tmrcx - Toreador International C - Foreign Large Blend


  • Holdings: Apple Inc , Netflix Inc , Amazon.com Inc , Priceline Group Inc , Amphenol Corp Class A ,
  • Category: Large Growth
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , Hillshire Brands Co , ConocoPhillips , McDonald's Corp , Duke Energy Corporation ,
  • Category: Long/Short Equity
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Holdings: Akorn Inc , Proofpoint Inc , Monolithic Power Systems Inc , Guidewire Software Inc , G-III Apparel Group Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Markel Corporation , Hillshire Brands Co , ConocoPhillips , McDonald's Corp , Duke Energy Corporation ,
  • Category: Long/Short Equity
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Facebook Inc Class A , Google Inc Class A , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Strategic Income Y , Pioneer International Value Y , Pioneer Global High Yield Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Holdings: Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Strategic Income Y , Pioneer International Value Y , Pioneer Global High Yield Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Time Warner Cable Inc , SPDR S&P 500 , Comcast Corp Class A , iShares Russell 2000 , Direxion Daily Financial Bull 3X ETF ,
  • Category: Market Neutral
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Prologis Inc , AvalonBay Communities Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: General Dynamics Corp , Kirby Corp , Parker Hannifin Corp , Union Pacific Corp , Idex Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Synovus Financial Corp , WNS (Holdings) Ltd ADR , SBA Communications Corp , Steven Madden Ltd , Intercontinental Exchange Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 4 Stars
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  • Holdings: Avago Technologies Ltd , Amdocs Ltd , Skyworks Solutions Inc , EOG Resources Inc , Dr Pepper Snapple Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Afes Fund Limited Cfc , FNMA 3% , FNMA 3.5% , FNMA 3% , Gsr Mtg Tr 2006-Ar1 CMO ,
  • Category: Managed Futures
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Wells Fargo & Co , JPMorgan Chase & Co , Apple Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for DFVEX investment picks
  • Holdings: TDC A/S , National Australia Bank Limited , Total SA ADR , BP PLC , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Altisource Portfolio Solutions SA , Newcrest Mining Ltd , Shire PLC ADR , LyondellBasell Industries NV , Home Capital Group Inc ,
  • Category: Foreign Large Blend
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Funds From: LGNGX - Logan Capital Large Cap Grth Instl - Large Growth to tmrcx - Toreador International C - Foreign Large Blend
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