Funds From: ocacx - Oppenheimer Rochester CA Municipal C to stirx - Pioneer Strategic Income R


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: LATAM Airlines Group SA ADR , Gruma SAB de CV Class B , Itau Unibanco Holding SA ADR , El Puerto de Liverpool SAB de CV Class C1 , Promotora Y Operadora de Infraestructura SAB de CV ,
  • Category: Latin America Stock
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Itau Unibanco Holding S.A. , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Insulet Corp , Jarden Corp , Cepheid , RF Micro Devices Inc , Grand Canyon Education Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Akorn Inc , Take-Two Interactive Software Inc , Team Health Holdings Inc , Exact Sciences Corp , Spectranetics Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Gilead Sciences Inc , Actavis PLC , McKesson Corp , Medtronic Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Newell Rubbermaid Inc , Samsung Electnc Pfd , CIE FINANCIERE RICHEMONT SA , Actavis PLC , Imperial Tobacco Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Chevron Corp , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , General Electric Co ,
  • Category: Large Value
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  • Holdings: LyondellBasell Industries NV , Service Corp International Inc , Comcast Corp Class A , Bank of America Corporation , Delta Air Lines Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: LogMeIn Inc , Jiayuan.com International Ltd ADR , icad Inc , Triangle Petroleum Corp , TearLab Corp ,
  • Category: Small Growth
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond ETF , Vanguard Growth ETF , Vanguard Mid-Cap Growth ETF , iShares Cohen & Steers REIT ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Prudential International Value A , Prudential Strategic Value Z , Prudential Large Cap Core Equity A , Prudential Jennison International Opps Z , Prudential Jenn Eq Opport ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Hewlett-Packard Co , Oracle Corporation ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI ACWI ex US , Technology Select Sector SPDR® ETF , Vereinigte Mexikanische 6.5% , Market Vectors® High-Yield Municipal ETF , iShares Mortgage Real Estate Capped ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp ADR , St Jude Medical Inc , Abbott Laboratories , EMC Corp , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Honeywell International Inc , Deere & Co , 3M Co , Cummins Inc , Delphi Automotive PLC ,
  • Category: Industrials
  • Morningstar Rating: 1 Stars
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  • Holdings: 90day Eur Futr Jun15 Xcme 20150615 , S+p500 Emini Fut Dec14 Xcme 20141219 , Euro-Bund Future Dec14 Xeur 20141208 , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , Jpn 10y Bond(Ose) Dec14 Xose 20141211 ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , B/E Aerospace Inc , Bank of America Corporation , SPDR® S&P 500 ETF , MetLife Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Plus Inst , TIAA-CREF Bond Instl , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Large-Cap Growth Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Johnson & Johnson , Wells Fargo & Co , Bank of America Corporation , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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Funds From: ocacx - Oppenheimer Rochester CA Municipal C to stirx - Pioneer Strategic Income R
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