Funds From: pteax - Principal Tax-Exempt Bond A to fgcix - Federated Short-Interm Ttl Ret Bd Instl


  • Holdings: Lonza Group AG , Baloise Holding Ag , Bank of Ireland (Governor & Co of) , Tech Mahindra Ltd , WuXi PharmaTech (Cayman) Inc ADR ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldcorp, Inc. , Barrick Gold Corp , Franco-Nevada Corp , Randgold Resources Ltd ADR , Newmont Mining Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Merck & Co Inc , Intel Corp , LyondellBasell Industries NV , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Parexel International Corp , Verint Systems Inc , RLJ Lodging Trust , Jack In The Box Inc , Esterline Technologies ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , OAO Gazprom ADR , China Construction Bank Corp H Shares , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Novartis AG , Gilead Sciences Inc , Altria Group Inc , Bayer AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Express Scripts , Philip Morris International Inc , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Holdings: Microsoft Corp , Apple Inc , Gilead Sciences Inc , Home Depot Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , Aspen Technology Inc , RF Micro Devices Inc , Graphic Packaging Holding Co , JetBlue Airways Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Income Instl , PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI Short Duration High Inc Instl ,
  • Category: Target Date 2031-2035
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  • Holdings: SPDR® Gold Shares , Switzerland (Govt) 2.5% , Switzerland (Govt) 3% , iShares Silver Trust , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 1% , US Treasury Note 0.5% , Fannie Mae 3% 30 Year , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: B0011249 Irs Usd R V 03mliborl00011249 Ccpvanilla , B0011249 Irs Usd P F 1.32000s00011249 Ccpvanilla , Dws Cayman Commodity Ii Ltd , B0011250 Irs Usd R V 03mliborl00011250 Ccpvanilla , B0011250 Irs Usd P F 2.00000s00011250 Ccpvanilla ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
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  • Holdings: Whirlpool Corp , Xerox Corporation , Public Service Enterprise Group Inc , Trinity Industries Inc , Kohl's Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , BP PLC , AstraZeneca PLC , Total SA , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Biogen Idec Inc , Nike Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cigna Corp , HCA Holdings Inc , Xerox Corporation , PPL Corp , Symantec Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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Funds From: pteax - Principal Tax-Exempt Bond A to fgcix - Federated Short-Interm Ttl Ret Bd Instl
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