Funds From: Symbol/Ticker: earex to Symbol/Ticker: ebddx


  • Holdings: Simon Property Group Inc , Equity Residential , Public Storage , AvalonBay Communities Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Mid Ocean , Blue Hill Clo Ltd 2013 FRN , Halcyon Ln Adv Fdg 2014-3 FRN , Diversified Asset Sec Ii 2000 FRN , Shackleton 2014-V Clo Ltd / Sha 144A FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Occidental Petroleum Corp , JPMorgan Chase & Co , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Merck & Co Inc , Occidental Petroleum Corp , JPMorgan Chase & Co , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Core-Mark Holding Co Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: ConnectOne Bancorp Inc , Federated National Holding Co , Core-Mark Holding Co Inc , Eagle Bancorp Inc , Teleflex Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: GMO International Equity IV , GMO Asset Allocation Bond VI , GMO US Equity Allocation VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Gartner Inc Class A , Ross Stores Inc , Jones Lang LaSalle Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Amazon.com Inc , Visa Inc Class A , Gilead Sciences Inc , Monsanto Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Newell Rubbermaid Inc , NASDAQ OMX Group, Inc. , Crown Holdings Inc , Valspar Corp , Xerox Corporation ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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Funds From: Symbol/Ticker: earex to Symbol/Ticker: ebddx
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