Funds From: Symbol/Ticker: pacnx to Symbol/Ticker: pagex


  • Holdings: Irs Mxn P 3.745 08/18/14-2y Dub , Irs Usd 4.500 06/19/19-5y Cme , Cdx Hy22 5y Ice , E-mini NASDAQ 100 Index Future Dec14 , Irs Mxn P 3.880 06/19/14-2y Uag ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 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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  • Holdings: Intel Corp , Verizon Communications Inc , Cisco Systems Inc , Kroger Co , Microsoft Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Verizon Communications Inc , Cisco Systems Inc , Kroger Co , Microsoft Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , Wells Fargo & Co , Chevron Corp , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , General Growth Properties Inc , Mitsubishi Estate Co Ltd , Unibail-Rodamco SE , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: pacnx to Symbol/Ticker: pagex
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