Funds From: ptdax - Principal LifeTime 2040 A Load Waived to shorx - Western Asset Oregon Municipals A LW


  • 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 2036-2040
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Amdocs Ltd , Bank of America Corporation , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Novartis AG , Iberdrola SA , Sanofi , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Patterson-UTI Energy Inc , Intersil Corporation , ViewPoint Financial Group Inc , Patterson Companies Inc , Newport Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Us 10yr Note (Cbt)jun14 Xcbt 20140619 , S+p500 Emini Fut Jun14 Xcme 20140620 , Euro Stoxx 50 Jun14 Xeur 20140620 , Euro-Bund Future Jun14 Xeur 20140606 , 1258843 Trs Usd P E Gscbmhg8 Index ,
  • Category: Multialternative
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  • Holdings: Nb Cayman Commodity Fund I Ltd Mutual Fund , Sallie Mae FRN , J P Morgan Chase & Co Mtn Be FRN , General Elec Cap Corp Mtn Be FRN , Citibank Ccit 2005-A9 5.1% ,
  • Category: Commodities Broad Basket
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  • Holdings: Intel Corp , Yahoo! Inc , Boardwalk Pipeline Partners LP , Deutsche Telekom AG ADR , Microchip Technology Inc ,
  • Category: Aggressive Allocation
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  • Holdings: Russell Strategic Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Popular Inc , American International Group Inc , Citigroup Inc , JPMorgan Chase & Co , Willis Group Holdings PLC ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Deutsche Post AG , Total SA , Novartis AG , WPP PLC ,
  • Category: World Allocation
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  • Holdings: Indiabulls Housing Finance Ltd , Divi's Laboratories Ltd , Apollo Hospitals Enterprise Ltd , Tech Mahindra Ltd , Motherson Sumi Systems Ltd ,
  • Category: India Equity
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  • Holdings: Protective Life Corp , Ryder System Inc , Hanover Insurance Group Inc , Microsemi Corp , Cabot Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Oasis Petroleum Inc , National Oilwell Varco Inc , Chevron Corp , Weatherford International PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Tesla Motors Inc , SolarCity Corp , Twitter Inc , Opko Health Inc , Mercadolibre Inc ,
  • Category: Long/Short Equity
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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Funds From: ptdax - Principal LifeTime 2040 A Load Waived to shorx - Western Asset Oregon Municipals A LW
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