Funds From: Symbol/Ticker: fiadx to Symbol/Ticker: fictx


  • Holdings: Nikkei 225 Stock Avg Index Future Mar15 , Roche Holding AG Dividend Right Cert. , Total SA , Australia and New Zealand Banking Group Ltd , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series Infl-Prtct Bd Idx , Fidelity® Series High Income , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Prudential PLC , Anheuser-Busch Inbev SA , Linde AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Prudential PLC , Anheuser-Busch Inbev SA , Linde AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Short-Term Bond ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Short-Term Bond ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Tsuruha Holdings Inc. , Ultra Electronics Holdings PLC , Close Brothers Group PLC , Dillards Inc , Nitori Holdings Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Tsuruha Holdings Inc. , Ultra Electronics Holdings PLC , Close Brothers Group PLC , Dillards Inc , Nitori Holdings Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG ADR , Roche Holding AG Dividend Right Cert. , Bayer AG , British American Tobacco PLC , Novo Nordisk A/S ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Bristol-Myers Squibb Company , Microsoft Corp , BlackRock Inc , AstraZeneca PLC , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Tsuruha Holdings Inc. , Ultra Electronics Holdings PLC , Close Brothers Group PLC , Dillards Inc , Nitori Holdings Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , Frost Total Return Bond Inst , iShares MSCI EAFE , Frost Growth Equity Inst , Frost Value Equity Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Canadian National Railway Co , Suncor Energy Inc , Enbridge Inc ,
  • Category: Miscellaneous Region
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  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Canadian National Railway Co , Suncor Energy Inc , Enbridge Inc ,
  • Category: Miscellaneous Region
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  • Holdings: Apple Inc , Biogen Idec Inc , Union Pacific Corp , Twenty-First Century Fox Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Actavis PLC , Kroger Co , Alliance Data Systems Corp , McKesson Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Actavis PLC , Kroger Co , Alliance Data Systems Corp , McKesson Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity Advisor® International Discv I , Fidelity® Short-Term Bond ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Tsuruha Holdings Inc. , Ultra Electronics Holdings PLC , Close Brothers Group PLC , Dillards Inc , Nitori Holdings Co., Ltd. ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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Funds From: Symbol/Ticker: fiadx to Symbol/Ticker: fictx
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