Funds From: azsyx - American Beacon Zebra Small Cap Eq Y - Small Value to pfzpx - PIMCO RealRetirement 2045 P - Target Date 2041-2045


  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Southwest Gas Corp , Helen of Troy, Ltd. , HSN Inc , Columbia Sportswear Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Google Inc Class A , Microsoft Corp , Pfizer Inc ,
  • Category: Large Blend
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  • Holdings: Compass Group PLC , Roche Holding AG , Vinci , Teva Pharmaceutical Industries Ltd ADR , Tencent Holdings Ltd. ,
  • Category: Foreign Large Growth
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Nestle SA , Banco Santander SA , Novartis AG ,
  • Category: Long/Short Equity
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Samsung Electronics Co Ltd , Hon Hai Precision Ind Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Group 1 Automotive Inc , Thor Industries Inc , Bristow Group Inc , Regal-Beloit Corp , Unit Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.25% , FHLBA 5.625% , US Treasury Note 2.75% , US Treasury Note 2% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , PepsiCo Inc , Oracle Corporation , Comcast Corp Class A , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Goldcorp, Inc. , Barrick Gold Corp , Franco-Nevada Corp , Randgold Resources Ltd ADR , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: SAP SE , BT Group PLC , Aalberts Industries NV , Roche Holding AG , Industria De Diseno Textil SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Chesapeake Engy Cv 2.5% , Liberty Interactive 144A 1% , Forest City Enterprises 144A Cv 3.625% , Toll Bros Fin 0.5% , Omnicare Cv 3.25% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Comcast Corp Class A , PepsiCo Inc , Oracle Corporation , Schlumberger NV , Apple Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Credit Index Swap - Cdi , Credit Index Swap - Cdi , Simon Property Group Inc , US Treasury TIP , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Russell 1000 Value , iShares MSCI EAFE , QS Batterymarch Intl Eq IS , ClearBridge International Value IS , ClearBridge Aggressive Growth IS ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Holdings PLC , Total SA , Banco Santander SA , Allianz SE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Liberty Mut Grp 144A FRN , Mcdermott Intl 144A 8% , Ares Capital Corporation , Kemper Corp Del Pfd , Apollo Global Management LLC Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2041-2045
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Funds From: azsyx - American Beacon Zebra Small Cap Eq Y - Small Value to pfzpx - PIMCO RealRetirement 2045 P - Target Date 2041-2045
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