Funds From: Symbol/Ticker: fvusa04bcx to Symbol/Ticker: fxctx


  • Holdings: AST Prudential Core Bond Portfolio , AST Western Asset Core Plus Bond , AST Lord Abbett Core Fixed Income , AST AQR Large-Cap , AST QMA Large-Cap ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Apple Inc , US Treasury Note 0.75% , US Treasury Note 2.25% , Roche Holding AG Dividend Right Cert. , US Treasury Note 0.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Cme Credit Default Swap-06/20/19 Issue Date 3/20/14, Rcv Fix, Day Count 3m, , Cme Credit Default Swap-06/20/19 Issue Date 3/20/14, Rcv Fix, Day Count 3m, , Apple Inc , Cme Irs Usd 0.8768 09/30/16 Rec Flt: 3m; Act/360; 1st: 03/30/15 Effd: 01/06 , Cme Irs Usd 0.8768 09/30/16 Rec Flt: 3m; Act/360; 1st: 03/30/15 Effd: 01/06 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , US Treasury Note 2.25% , iShares MSCI EAFE , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 , (S)cme Irs Usd1.250 06-17-15-2y Sell Receiver Swap; No Pmt; 1.2500; Effdt06 ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Berkshire Hathaway Inc Class A , Biogen Idec Inc , Wells Fargo & Co ,
  • Category: Large Growth
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Berkshire Hathaway Inc Class A , Biogen Idec Inc , Wells Fargo & Co ,
  • Category: Large Growth
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , Ameriprise Financial Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , Ameriprise Financial Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , Ameriprise Financial Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , Ameriprise Financial Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
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  • Category: Intermediate-Term Bond
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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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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , Ameriprise Financial Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Franklin India Growth R6 , Apple Inc , Reed Elsevier NV , Actavis PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for fwpax investment picks
  • Holdings: Google Inc Class A , Franklin India Growth R6 , Apple Inc , Reed Elsevier NV , Actavis PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Verizon Communications Inc , Qualcomm Inc , American Tower Corp , Vodafone Group PLC ADR , Crown Castle International Corp ,
  • Category: Communications
  • Morningstar Rating: 4 Stars
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , Ameriprise Financial Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Berkshire Hathaway Inc Class A , Biogen Idec Inc , Wells Fargo & Co ,
  • Category: Large Growth
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Berkshire Hathaway Inc Class A , Biogen Idec Inc , Wells Fargo & Co ,
  • Category: Large Growth
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  • Holdings: McGraw Hill Financial Inc , Bank of America Corporation , Adobe Systems Inc , Ameriprise Financial Inc , CVS Health Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: fvusa04bcx to Symbol/Ticker: fxctx
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