Funds From: pusax - Principal Preferred Securities R1 to DOMOX - Domini International Social Eq Instl


  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Mobile Ltd ADR , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: International Business Machines Corp , Verizon Communications Inc , Oracle Corporation , FedEx Corp , Phillips 66 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , BP PLC ADR , HSBC Holdings PLC ADR , Banco Santander SA , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
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  • Holdings: Royal Dutch Shell PLC ADR Class A , National Australia Bank Ltd , TeliaSonera AB , Total SA ADR , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc , JPMorgan Chase & Co , Microsoft Corp , Korea Electric Power Corp ADR , Novartis AG ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Holdings: iShares Russell Mid-Cap Value , iShares MSCI EMU , PowerShares S&P 500 High Beta ETF , iShares MSCI Spain Capped , iShares MSCI Brazil Capped ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo Co Mtn Be 3.45% , Citigroup 3.375% , Barrick Gold 6.95% , Verizon Comms 5.15% , PACCAR Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA International Small Cap Value I , DFA International Vector Equity I , OAO Gazprom ADR , Petroleo Brasileiro SA Petrobras ADR , China Construction Bank Corp H Shares ,
  • Category: Foreign Small/Mid Value
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  • Holdings: American International Group Inc , Citigroup Inc , Procter & Gamble Co , Duke Energy Corporation , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Lions Gate Entertainment Corp , Whirlpool Corp , KLA-Tencor Corp , Under Armour Inc Class A , PTC Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Main Street Capital Corporation , Verizon Communications Inc , Dr Pepper Snapple Group Inc , Apple Inc , j2 Global Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Avis Budget Group Inc , iStar Financial Inc , HCC Insurance Holdings Inc , Navigators Group , DST Systems, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Legacy Reserves LP , BreitBurn Energy Partners LP , EV Energy Partners LP , Vanguard Natural Resources LLC , Linn Energy LLC ,
  • Category: Equity Energy
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  • Holdings: Roche Holding AG Dividend Right Cert. , Priceline Group Inc , Legal & General Group PLC , TransDigm Group Inc , Goldman Sachs Group Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Novartis AG , Merck KGaA , Associated British Foods PLC , AXA SA , Otsuka Holdings Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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Funds From: pusax - Principal Preferred Securities R1 to DOMOX - Domini International Social Eq Instl
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