Funds From: kpaax - UBS US Allocation C to pilix - Principal International Equity Index R1


  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Xai Emini Industr Sep14 Xcme 20140919 , Xap Cons Staples Sep14 Xcme 20140919 , Nasdaq 100 E-Mini Sep14 Xcme 20140919 , Russell 2000 Mini Sep14 Imeq 20140919 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Samsung Electronics Co Ltd , Cemex SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Oracle Corporation , Comcast Corp Class A , Microsoft Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Inflation Prot Bd Inv , GuideStone Funds Defensv Mkt Strats Inv , GuideStone Funds Medium-Duration Bd Inv , GuideStone Funds International Eq Inv ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 2 Stars
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  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , Agnico Eagle Mines Ltd , Fresnillo PLC , Goldcorp Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , MasterCard Inc Class A , Costco Wholesale Corp , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Jones Lang LaSalle Inc , East West Bancorp Inc , International Flavors & Fragrances , AptarGroup, Inc. ,
  • Category: Small Growth
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Petroleo Brasileiro SA Petrobras ADR , POSCO , OAO Lukoil ADR , Yingde Gases Group Co Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: IHS Inc Class A , Fiserv Inc , CarMax Inc , Textron Inc , EQT Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Teleflex Inc , American Campus Communities Inc , Owens & Minor Inc , Hospira Inc , Waters Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Hartford Financial Services Group Inc , Skyworks Solutions Inc , CIT Group Inc , NXP Semiconductors NV , Mylan Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Morgan Stanley Bv , ICICI Bank Ltd ADR , AIA Group Ltd , Arcelik AS , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Intermediate-Term Bond
  • 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: Target Date 2041-2045
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree Europe Hedged Equity ETF , iShares Core MSCI Emerging Markets , iShares MSCI All Country Asia ex Japan , iShares Core S&P 500 , WisdomTree Japan Hedged Equity ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Boeing Co , Wells Fargo & Co , Home Depot Inc , Comcast Corp Class A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Profunds Swap Security Gs , Profunds Swap Security U ,
  • Category: Trading-Inverse Commodities
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Avago Technologies Ltd , SBA Communications Corp , Affiliated Managers Group Inc , Alliance Data Systems Corp , Hanesbrands Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for nbmlx investment picks
  • Holdings: iShares MSCI EAFE , iShares Russell 1000 Value , Vanguard FTSE Pacific ETF , Apple Inc , SPDR® S&P Emerging Markets Small Cap ETF ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pmdex investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: kpaax - UBS US Allocation C to pilix - Principal International Equity Index R1
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