Funds From: cvgrx - Calamos Growth A Load Waived to ssdgx - Deutsche Small Cap Growth R


  • Holdings: Apple Inc , Facebook Inc Class A , Cerner Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Toyota Motor Corp , Novartis AG , Bayer AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Check Point Software Technologies Ltd , Israel Chemicals Ltd , Perrigo Co PLC , Bank Hapoalim B M ,
  • Category: Miscellaneous Region
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  • Holdings: Apple Inc , Celgene Corp , Actavis PLC , Microsoft Corp , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Alaska Air Group Inc , Proassurance Corp , East West Bancorp Inc , Greenbrier Companies Inc , West Pharmaceutical Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Merck & Co Inc , Teva Pharmaceutical Industries Ltd ADR , Medtronic Inc , (L) Ice Cdx.Na.Hy.23 5% 12/20/19 Sellprtctn; No Pmt; Pay Cpn 5.00;effdt09-2 ,
  • Category: Aggressive Allocation
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  • Holdings: Apple Inc , CVS Health Corp , American International Group Inc , UnitedHealth Group Inc , Wells Fargo & Co ,
  • Category: Moderate Allocation
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  • Holdings: NYSE/Liffe 2 Year US Treasury Note Future Dec14 , Euro-Schatz Fut Dec14 , Mini 10-Year Japanese Govt Bond , 90day Euro$ Futr Jun15 , 3mo Euro Euribor Dec14 ,
  • Category: Multialternative
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  • Holdings: American Realty Capital Properties Inc Class A , Hynix Semiconducto , DST Systems, Inc. , Micron Technology Inc , Iron Mountain Inc ,
  • Category: Long/Short Equity
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , Long Term Euro BTP Future Dec14 , iShares MSCI EAFE , US TREASURY TIP ,
  • Category: Conservative Allocation
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  • Holdings: Tencent Holdings Ltd. , Taiwan Semiconductor Manufacturing Co Ltd , BRF SA , Bank Of China Ltd. H Shares , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Eurazeo Ord , Mandarin Oriental International Ltd , Tamburi Investment Partners SPA , L'Occitane International SA ADR , Just Eat PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , Mitsubishi Estate Co Ltd , Sumitomo Realty & Development Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , Mitsubishi Estate Co Ltd , Sumitomo Realty & Development Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
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  • Category: Muni New York Long
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Merck & Co Inc , Chevron Corp , Nike Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: ZELTIQ Aesthetics Inc , Tyler Technologies Inc , Maximus Inc , Portfolio Recovery Associates Inc , Cavium Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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Funds From: cvgrx - Calamos Growth A Load Waived to ssdgx - Deutsche Small Cap Growth R
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