Funds From: Symbol/Ticker: fibfx to Symbol/Ticker: fieix


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AstraZeneca PLC , Anheuser-Busch Inbev SA , Bristol-Myers Squibb Company , Air Liquide SA , Assicurazioni Generali ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Tsuruha Holdings Inc. , Nitori Holdings Co., Ltd. , GUD Holdings Ltd , Meggitt PLC , Grand City Properties SA ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , Frost Total Return Fund , iShares MSCI EAFE , Frost Growth Equity A , Templeton Global Bond Adv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Canadian National Railway Co , Bank of Nova Scotia , Suncor Energy Inc ,
  • Category: Miscellaneous Region
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  • Holdings: Royal Bank Of Canada , Toronto-Dominion Bank , Canadian National Railway Co , Bank of Nova Scotia , Suncor Energy Inc ,
  • Category: Miscellaneous Region
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  • Holdings: Apple Inc , Union Pacific Corp , Biogen Idec Inc , Gilead Sciences Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Alliance Data Systems Corp , Actavis PLC , American Express Co , Westinghouse Air Brake Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Alliance Data Systems Corp , Actavis PLC , American Express Co , Westinghouse Air Brake Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 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® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Tsuruha Holdings Inc. , Nitori Holdings Co., Ltd. , GUD Holdings Ltd , Meggitt PLC , Grand City Properties SA ,
  • 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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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , Micron Tech Cv 1.875% , General Motors Co ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: U.S. Bancorp , Blackstone Group LP , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: U.S. Bancorp , Blackstone Group LP , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: U.S. Bancorp , Blackstone Group LP , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: U.S. Bancorp , Blackstone Group LP , Citigroup Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Nikkei 225 Stock Avg Index Future Sept14 , Roche Holding AG , Total SA , Australia and New Zealand Banking Group Ltd , Bayer AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Danieli & C Officine Meccaniche SpA Rsp , Suncor Engy , Jasmine International PLC , Syngenta AG ADR , Marine Harvest ASA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Bank of America Corporation , Citigroup Inc , Berkshire Hathaway Inc Class B , U.S. Bancorp ,
  • Category: Financial
  • Morningstar Rating: 2 Stars
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  • Holdings: Boeing Co , American International Group Inc , Walt Disney Co , Capital One Financial Corp , Eaton Corp PLC ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Imperial Tobacco Group PLC , Sanofi , Mabuchi Motor Co., Ltd. , National Grid PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: fibfx to Symbol/Ticker: fieix
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