Funds From: Symbol/Ticker: overx to Symbol/Ticker: pabmx


  • Holdings: Markel Corporation , Leucadia National Corp , Omnicom Group Inc , Willis Group Holdings PLC , E*Trade Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Sainsbury (J) PLC ADR , Weir Group PLC ADR , American Water Works Co Inc , Qualcomm Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Core S&P 500 , Schlumberger NV , Occidental Petroleum Corp , iShares MSCI Japan , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Old Westbury Real Return Fund, Ltd. , Gco Elf Stud Ln 2003-2 FRN , Tullow Oil PLC , Chevron Corp , Range Resources Corp ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core S&P Small-Cap , iShares MSCI EAFE Small-Cap , Advance Auto Parts Inc , Tupperware Brands Corp , Varian Medical Systems Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , Baidu Inc ADR ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 0.75% , US Treasury Note 0.5% , US Treasury Note 0.875% , US Treasury Note 1.375% , US TREASURY TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Apple Inc , Chevron Corp , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , US Treasury Note 0.75% , US Treasury Note 0.5% , US Treasury Note 0.875% , Gilead Sciences Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Walt Disney Co , Wells Fargo & Co , Allergan Inc , CVS Caremark Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 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: Chicago Bridge & Iron Company , Cummins Inc , Halliburton Co , East West Bancorp Inc , American Express Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Chicago Bridge & Iron Company , Cummins Inc , Halliburton Co , East West Bancorp Inc , American Express Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Dryden Core Invt , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Apple Inc , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Dryden Core Invt , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Apple Inc , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Gilead Sciences Inc , Priceline Group Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pabgx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: overx to Symbol/Ticker: pabmx
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