Funds From: Symbol/Ticker: iobzx to Symbol/Ticker: iphix


  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Clearwire Comm 144A 14.75% , Oceaneering International , LyondellBasell Industries NV , Home Depot Inc , Avery Dennison Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Clearwire Comm 144A 14.75% , Signature Bank , Alliance Data Systems Corp , LyondellBasell Industries NV , Oceaneering International ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Clearwire Comm 144A 14.75% , Signature Bank , Alliance Data Systems Corp , LyondellBasell Industries NV , Oceaneering International ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Bank of New York Mellon Corp , Morgan Stanley , Norfolk Southern Corp , Lowe's Companies Inc , Freeport-McMoRan Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Clearwire Comm 144A 14.75% , Signature Bank , Alliance Data Systems Corp , LyondellBasell Industries NV , Oceaneering International ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Hawaiian Electric Industries Inc , Main Street Capital Corporation , Reynolds American Inc , j2 Global Inc , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Hawaiian Electric Industries Inc , Main Street Capital Corporation , Reynolds American Inc , j2 Global Inc , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Hawaiian Electric Industries Inc , Main Street Capital Corporation , Reynolds American Inc , j2 Global Inc , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , Bayerische Motoren Werke AG BMW , SAP SE ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Home Depot Inc , Perrigo Co PLC , Jazz Pharmaceuticals PLC , Methode Electronics Inc Class A , VistaPrint Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Home Depot Inc , Perrigo Co PLC , Jazz Pharmaceuticals PLC , Methode Electronics Inc Class A , VistaPrint Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Galaxy Entertainment Group Ltd , SK Telecom Co Ltd , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Galaxy Entertainment Group Ltd , SK Telecom Co Ltd , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Pfizer Inc , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Pfizer Inc , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ipeix investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Pfizer Inc , Occidental Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: NewMarket Corp , Wells Fargo & Co , Berkshire Hathaway Inc Class B , Chevron Corp , BlackRock Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ipfax investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ipfix investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ipfix investment picks
  • Holdings: Hewlett-Packard Co , Halliburton Co , Baker Hughes Inc , Eli Lilly and Co , Aetna Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for ipfpx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: iobzx to Symbol/Ticker: iphix
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