Funds From: daaix - Dunham Appreciation & Income A to indax - ALPS|Kotak India Growth A


  • Holdings: CU Cv 1.875% , Rambus Inc Del Cv 1.125% , Scorpio Tankers 144A Cv 2.375% , Depomed Cv 2.5% , Acorda Therapeutics Cv 1.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy I , Guggenheim Strategy II , Cdxhy23 5% 12/20/2019 , Us 5 Yr Note Mar15 ,
  • Category: Trading-Inverse Debt
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  • Holdings: Mini Msci Emg Mkt Dec14 Ifus 20141219 , Korea Electric Power Corp , Komercni Banka AS , CEZ AS , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , Fannie Mae 3% 30 Year ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Dreyfus Research Growth Y , Dreyfus Strategic Value Y , BNY Mellon Income Stock M , Apple Inc , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Brunswick Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Monster Beverage Corp , Apple Inc , Microsoft Corp , Aetna Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year U.S. TIPS ETF , Vanguard FTSE All-World ex-US ETF , iShares 3-7 Year Treasury Bond ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AltaGas Ltd , Helmerich & Payne Inc , EQT Corp , Cameron International Corp , Southwestern Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Boston Properties Inc , HCP Inc , Essex Property Trust Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Home Depot Inc , Oracle Corporation , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: LKQ Corp , The Middleby Corp , CoStar Group Inc , Fleetcor Technologies, Inc. , Hanesbrands Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: EOG Resources Inc , Universal Health Services Inc Class B , Precision Castparts Corp , MasterCard Inc Class A , Check Point Software Technologies Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: GuideStone Funds Low-Duration Bond Inv , GuideStone Funds Inflation Prot Bd Inv , GuideStone Funds Low-Duration Bond Instl , GuideStone Funds Defensv Mkt Strats Inv , GuideStone Funds Flexible Income Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Intel Corp , Nike Inc Class B , Exxon Mobil Corporation , Walt Disney Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Kotak Mauritius Trst , Infosys Ltd , ICICI Bank Ltd , HDFC Bank Ltd , Tata Consultancy Services Ltd ,
  • Category: India Equity
  • Morningstar Rating: 3 Stars
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Funds From: daaix - Dunham Appreciation & Income A to indax - ALPS|Kotak India Growth A
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