Funds From: Symbol/Ticker: mccvx to Symbol/Ticker: mchqx


  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Danaher Corp Del Cv , Jarden Cv 1.875% , Novellus Sys Cv 2.625% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , Alibaba Group Holding Ltd ADR , Baidu Inc ADR , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Canadian Pacific Railway Ltd , Apple Inc , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Guangdong Investment Ltd , Minth Group Ltd , Greatview Aseptic Packaging Co Ltd , Shenzhou International Group Holdings Ltd , Yum Brands Inc ,
  • Category: China Region
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Suncor Energy Inc , Morgan Stanley , Cardinal Health Inc , Sanofi ADR ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , Suncor Energy Inc , Morgan Stanley , Cardinal Health Inc , Sanofi ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Total SA , Bayer AG , AstraZeneca PLC , Prudential PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , AutoZone Inc , Samsung Electnc Pfd , AstraZeneca PLC , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Suncor Energy Inc , Morgan Stanley , Cardinal Health Inc , Sanofi ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Suncor Energy Inc , Morgan Stanley , Cardinal Health Inc , Sanofi ADR ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Miller Convertible Bond Fund , Barclays Bk , Renewable Engy Grp Cv 2.75% , New Mtn Fin 144A Cv 5% , Tcp Cap 144A Cv 5.25% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Miller Convertible Bond Fund , Barclays Bk , Renewable Engy Grp Cv 2.75% , New Mtn Fin 144A Cv 5% , Tcp Cap 144A Cv 5.25% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Miller Convertible Bond Fund , Barclays Bk , Renewable Engy Grp Cv 2.75% , New Mtn Fin 144A Cv 5% , Tcp Cap 144A Cv 5.25% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: AbbVie Inc , Google Inc Class A , Apple Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: BlackRock Master Focus Growth LLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: NuVasive Inc , Merit Medical Systems Inc , Hospira Inc , Edwards Lifesciences Corp , Aryzta AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
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  • Holdings: Gilead Sciences Inc , PepsiCo Inc , McKesson Corp , Biogen Idec Inc , Mondelez International Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , PepsiCo Inc , McKesson Corp , Biogen Idec Inc , Mondelez International Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: EOG Resources Inc , Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , Dresser-Rand Group Inc ,
  • Category: Equity Energy
  • 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: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Mindray Medical International Ltd ADR repr Class A , Lenovo Group Ltd , Sands China Ltd , China Mengniu Dairy Co Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Mindray Medical International Ltd ADR repr Class A , Lenovo Group Ltd , Sands China Ltd , China Mengniu Dairy Co Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: mccvx to Symbol/Ticker: mchqx
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