Funds From: Symbol/Ticker: oarex to Symbol/Ticker: ocabx


  • Holdings: Julius Baer Gruppe AG , Sugi Holdings Co., Ltd. , Michael Page International PLC , MTU Aero Engines AG , Konecranes Oyj ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Oracle Corporation , Credit Suisse Group , Julius Baer Gruppe AG , Bank of America Corporation , TE Connectivity Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Credit Suisse Group , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Credit Suisse Group , BNP Paribas , Honda Motor Co Ltd , Toyota Motor Corp , Daimler AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: MasterCard Inc Class A , Apache Corporation , Oracle Corporation , American International Group Inc , Bank of America Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Bank of America Corporation , Apache Corporation , MasterCard Inc Class A , American International Group Inc , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: PowerShares Senior Loan ETF , Marfrig Hldgs Europe B V 144A 6.875% , FTSE 100 Index (New Style) Future Dec14 , Cemex Fin 144A 6% , Columbus Intl Inc 144 144A 7.375% ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Mobileye Series F2 Preferred , WNS (Holdings) Ltd ADR , Donaldson Co Inc , Nordson Corp , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Myriad Genetics Inc , Trueblue Inc , VAALCO Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Flextronics International Ltd , Fairchild Semiconductor International Inc , Myriad Genetics Inc , Trueblue Inc , VAALCO Energy Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Baidu Inc ADR , Grupo Televisa SAB ADR , Biogen Idec Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Aurobindo Pharma Ltd , China Gas Holdings Ltd , Tencent Holdings Ltd. , China Mobile Games and Entertainment Group Ltd ADR , iKang Healthcare Group Inc ADR ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: China Everbright International Ltd , Vipshop Holdings Ltd ADR , Huadian Power International Corp Ltd Class -H- , Tencent Holdings Ltd. , China Gas Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.75% , US Treasury Note 1.375% , US Treasury Note 0.875% , US TREASURY TIP , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Synaptics Inc , Methode Electronics Inc Class A , Vipshop Holdings Ltd ADR , Synchronoss Technologies Inc , Interactive Intelligence Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Chevron Corp , MetLife Inc , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Seiko Epson Corp , Ashtead Group PLC , Icon PLC , Ams AG , Seek Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Gentherm Inc , China Mobile Games and Entertainment Group Ltd ADR , Pixelworks Inc , Consumer Portfolio Services Inc , PGT Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.75% , Apple Inc , Gilead Sciences Inc , Biogen Idec Inc , US Treasury Note 1.375% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , CVS Health Corp , PepsiCo Inc , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Methode Electronics Inc Class A , Astronics Corp , Synaptics Inc , DexCom Inc , Ring Energy Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: oarex to Symbol/Ticker: ocabx
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