Funds From: cnsbx - Invesco Convertible Securities B to evgfx - Eaton Vance Multi-Cap Growth A


  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , CGI Group Inc Class A , Novartis AG , Nordea Bank AB , Mitsubishi UFJ Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% , Turkey(Rep Of) 3% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Acadia Healthcare Co Inc , Akorn Inc , Robert Half International Inc , LKQ Corp , Hexcel Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: E-mini NASDAQ 100 Index Future Sept14 , E-mini S&P 500 Index Future Sept14 , ArcelorMittal SA ADR , Vale SA ADR , Direxion Daily Small Cap Bull 3X ETF ,
  • Category: Bear Market
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  • Holdings: US Treasury Bond 8.875% , Citigroup Inc , Comcast Corp Class A , Bank of America Corporation , GNMA 8% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan High Yield R6 , JPMorgan Intrepid International Inst , JPMorgan Realty Income Instl , JPMorgan Mid Cap Equity R6 , JPMorgan Emerging Markets Debt R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Long Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Bank of America Corporation , JPMorgan Chase & Co , Hewlett-Packard Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Long Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Visa Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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Funds From: cnsbx - Invesco Convertible Securities B to evgfx - Eaton Vance Multi-Cap Growth A
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