Funds From: pccnx - PIMCO Convertible C to tvafx - Thornburg Value A


  • Holdings: E-mini S&P 500 Index Future June14 , Irs Brl Zcs R 11.47/Cdi 08/15/13 Bps , Irs Jpy 1.000 03/20/14-10y Cme , Irs Brl Zcs P 10.41/Cdi 09/05/13 Boa , Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Western Digital Corp , Citigroup Inc , JPMorgan Chase & Co , Xerox Corporation , Time Warner Cable Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Thor Industries Inc , New Jersey Resources Corporation , NorthWestern Corp , Lithia Motors Inc Class A , Heartland Express Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: ING Multi-Manager International Equity I , ING Large Cap Growth Port I , ING US Stock Index Port I , ING Large Cap Value R6 , ING International Core I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Hanover Insurance Group Inc , Computer Sciences Corp , Covanta Holding Corp , Owens-Illinois Inc , Reinsurance Group of America Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Cohen Steers Real Assets Fd Mutual Fund , iShares Gold Trust , Exxon Mobil Corporation , BP PLC , Mitsui Fudosan Co Ltd ,
  • Category: World Allocation
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  • Holdings: GATX Corp , Abercrombie & Fitch Co Class A , Exterran Holdings Inc , ARRIS Group Inc , Apollo Education Group Inc Class A ,
  • Category: Small Value
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Prologis Inc , Essex Property Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Merck & Co Inc , Constellation Brands Inc Class A , Google Inc Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for us3536125830 investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Boston Properties Inc , Ventas Inc , Essex Property Trust Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Becton Dickinson & Co , PepsiCo Inc , 3M Co , Praxair, Inc. , Colgate-Palmolive Company ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Standard Chartered PLC , National Bank of Canada , Canadian Imperial Bank of Commerce , Home Capital Group Inc , Discovery Ltd ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Qualcomm Inc , Sunoco Logistics Partners , AmTrust Financial Services Inc , Airgas Inc , Visa Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , America Movil, S.A.B. de C.V. ADR , Grupo Financiero Banorte SAB de CV Class O , Commercial International Bank (Egypt) SAE , PT Bank Central Asia Tbk ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , Stone Energy Corp , Aspen Technology Inc , ARRIS Group Inc , International Rectifier ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for swscx investment picks
  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Independent Bank Group Inc , Halcon Resources Corp , Kratos Defense & Security Solutions Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for dfihx investment picks
  • Holdings: Lloyds Banking Group PLC , PennyMac Financial Services Inc Class A , Ally Financial Inc , Banco De Chile ADR , Citigroup Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Vinci , Imperial Tobacco Group PLC , GlaxoSmithKline PLC , Swisscom AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jgyax investment picks
  • Holdings: iShares Core S&P 500 , Schlumberger NV , Occidental Petroleum Corp , iShares MSCI Japan , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for owlsx investment picks
  • Holdings: Gilead Sciences Inc , Total SA , Thermo Fisher Scientific Inc , JPMorgan Chase & Co , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: pccnx - PIMCO Convertible C to tvafx - Thornburg Value A
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