Funds From: psdax - PIMCO Short-Duration Muni Income A to rpeax - Davis Opportunity A


  • Holdings: Orix Corp , NOVO-NORDISK A S , Anheuser-Busch Inbev SA , Bayer AG , Roche Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Salesforce.com Inc , Regeneron Pharmaceuticals Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Shutterfly Inc , SPS Commerce Inc , Fiesta Restaurant Group Inc , WEX Inc , Lithia Motors Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Comcast Corp Class A , PepsiCo Inc , Halliburton Co ,
  • Category: Large Growth
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  • Holdings: Roche Holding AG , Royal Dutch Shell PLC Class A , BG Group PLC , Novartis AG , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Keurig Green Mountain Inc , Vertex Pharmaceuticals Inc , Keurig Green Mountain Inc , Pilgrims Pride Corp , Impax Laboratories Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: SpartanNash Company , Independence Realty Trust Inc , First NBC Bank Holding Co , United Community Financial Corporation , EXFO Inc ,
  • Category: Small Value
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Qualcomm Inc , Microsoft Corp , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Boeing Co , Home Depot Inc , Merck & Co Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , ConocoPhillips , Pfizer Inc , Exxon Mobil Corporation , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , Merck & Co Inc , JPMorgan Chase & Co , Chevron Corp , National Oilwell Varco Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Linear Technology , Molson Coors Brewing Co , Progressive Corp , Northern Trust Corp , Torchmark Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Gs Cayman Art , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 , Spx Put Usd 09/20/2014 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Sensata Technologies Holding N.V. , Solera Holdings Inc , Crown Castle International Corp , TE Connectivity Ltd , Varian Medical Systems Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gsswap , E-mini S&P 500 Index Future Sept14 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Gilead Sciences Inc , Priceline Group Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: T. Rowe Price Group Inc , Biogen Idec Inc , Blackstone Group LP , BB&T Corp , Freeport-McMoRan Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Novartis AG ADR , Total SA ADR , Imperial Tobacco Group PLC , GDF Suez ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: UnitedHealth Group Inc , Liberty Global PLC Class C , Berkshire Hathaway Inc Class B , Vipshop Holdings Ltd ADR , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: psdax - PIMCO Short-Duration Muni Income A to rpeax - Davis Opportunity A
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