Funds From: poxcx - PNC OH Interm Tax Exempt C to fgfsx - Federated Mortgage Svc


  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , United Overseas Bank Ltd , Housing Development Finance Corp Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 1 Stars
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  • Holdings: United Technologies Corp , General Electric Co , Union Pacific Corp , W W Grainger Inc , Genesee & Wyoming Inc Class A ,
  • Category: Industrials
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Naspers Ltd , Housing Development Finance Corp Ltd , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , United Tech , Johnson & Johnson , Salix Pharmaceuticals Cv 1.5% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , Frost Total Return Fund , iShares MSCI EAFE , Vanguard Small Cap ETF , iShares Cohen & Steers REIT ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Westar Energy Inc , CMS Energy Corp , SCANA Corp , Xcel Energy Inc , UIL Holdings Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Visa, Inc. Class A , Express Scripts ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , Apple Inc , International Business Machines Corp , McGraw Hill Financial Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , ING Groep N.V. , Charles Schwab Corp , BNP Paribas ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
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  • Holdings: Micron Tech Cv 3% , Mgic Invt Corp Wis Cv 5% , Priceline Grp 144A Cv 0.35% , Wells Fargo & Co, San Francisco Ca Pfd , Portfolio Recovery Assocs 144A Cv 3% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Equity Income Instl , Sterling Capital Special Opps Eq Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: LKQ Corp , Acadia Healthcare Co Inc , Quanta Services Inc , VeriFone Systems Inc , InterXion Holding NV ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: General Dynamics Corp , Siemens AG , Northrop Grumman Corp , Anixter International Inc , China Southern Airlines Co Ltd H Shares ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 1-3 Year Credit Bond , SPDR Barclays Capital Short Term Corp Bd , PIMCO 0-5 Year High Yld Corp Bd Idx ETF , SPDR BarCap ST High Yield Bond ETF , ALPS RiverFront Strategic Income ,
  • Category: Conservative Allocation
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  • Holdings: Putnam Global Consumer Y , Putnam Global Financial Y , Putnam Global Natural Resources Y , Putnam Global Technology Y , Putnam Global Health Care Y ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Novo Nordisk A/S , Schlumberger NV , CIE FINANCIERE RICHEMONT SA , Pandora AS ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International Ltd , Halliburton Co , Viacom Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Edison International , Calpine Corp , NextEra Energy Inc , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for PUGIX investment picks
  • Holdings: Guggenheim Strategy II , Guggenheim Strategy I , Cdx Hy22 5% 6/20/2019 , 5 Year US Treasury Note Future Sept14 ,
  • Category: Trading-Inverse Debt
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Funds From: poxcx - PNC OH Interm Tax Exempt C to fgfsx - Federated Mortgage Svc
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