Funds From: vfpax - Private Capital Management Value A LW to ictfx - ICON Information Technology C


  • Holdings: Valeant Pharmaceuticals International Inc , Actavis PLC , Fiesta Restaurant Group Inc , Vasco Data Security International Inc , Alere Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Transurban Group , Atlantia , Groupe Eurotunnel SA , TransCanada Corp , Enbridge Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Telekomunikasi Indonesia (Persero) Tbk Class B , Toyota Motor Corp , Commonwealth Bank of Australia , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury ETF , Invesco Balanced-Risk Allc R6 , Invesco Floating Rate R6 , Invesco High Yield R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • 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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  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , International Business Machines Corp , ABB Ltd , HCA Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Lowe's Companies Inc , Visa Inc Class A , SAP SE ADR , Sanofi , AIA Group Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Altegris Managed Futurescfc ,
  • Category: Managed Futures
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , E-mini S&P 500 Index Future Dec14 , Columbia Overseas Value I , Columbia Large Core Quantitative Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Northstar Guarantee Inc Div B Stud L , Sallie Mae FRN ,
  • Category: Currency
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , Apple Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Naspers Ltd Class N , Tencent Holdings Ltd , Taiwan Semiconductor Manufacturing Co Ltd , ICICI Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for cegfx investment picks
  • Holdings: Monsanto Co , LyondellBasell Industries NV , Sherwin-Williams Co , Avery Dennison Corp , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for icbax investment picks
  • Holdings: Monsanto Co , LyondellBasell Industries NV , Sherwin-Williams Co , Avery Dennison Corp , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Jones Lang LaSalle Inc , American Express Co , Encore Capital Group Inc , JPMorgan Chase & Co ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: ALLETE Inc , SCANA Corp , Great Plains Energy Inc , Westar Energy Inc , BCE Inc ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Holdings: ALLETE Inc , SCANA Corp , Great Plains Energy Inc , Westar Energy Inc , BCE Inc ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Apple Inc , Skyworks Solutions Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for icttx investment picks
  • Holdings: Visa Inc Class A , Apple Inc , Skyworks Solutions Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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Funds From: vfpax - Private Capital Management Value A LW to ictfx - ICON Information Technology C
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