Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y to hqbrx - Hartford Quality Bond R3


  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Occidental Petroleum Corp , Wal-Mart Stores Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding S.A. , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Consol Energy Inc , Forest Laboratories Inc , Ciena Corp , Valero Energy Corp , TD Ameritrade Holding Corp ,
  • Category: Mid-Cap Growth
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: AstraZeneca PLC , Statoil ASA , Omv AG , K+S AG , Smiths Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Cv 1.625% , Jpmorgan Chase & Co Exch 144a 144A , Salix Pharmaceuticals Cv 1.5% , United Tech , Danaher Corp Del Cv ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Ventas Inc , Mitsubishi Estate , Boston Properties Inc , General Growth Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Chevron Corp , JPMorgan Chase & Co , National Oilwell Varco Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Convergys Corporation , HCC Insurance Holdings Inc , First Niagara Financial Group Inc , B/E Aerospace Inc , Piedmont Natural Gas Co ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
Sign-up for ubvbx investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Core Total US Bond Market ETF , JPMorgan Core Bond R6 , iShares Russell Mid-Cap ,
  • Category: Target Date 2026-2030
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  • Holdings: Shutterfly Inc , Cavium Inc , WEX Inc , Aspen Technology Inc , Infoblox Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Bond Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Apple Inc , Hess Corp , MetLife Inc , Verizon Communications Inc , Procter & Gamble Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
Sign-up for f00000nqhj investment picks
  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Cheung Kong Holdings Ltd , Sun Hung Kai Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y to hqbrx - Hartford Quality Bond R3
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