Funds From: Symbol/Ticker: pbcax to Symbol/Ticker: pbhax


  • 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: Trinity Industries Inc , Comcast Corp Class A , Biogen Idec Inc , Helmerich & Payne Inc , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: 90day Euro$ Future 12/14/15 Notional Euro$ 3mo Td , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , 90day Euro$ Futr 09/14/15 Notional Euro$ 3mo Td , 90day Euro$ Future 03/14/16 Notional Euro$ 3mo Td , 5 Year US Treasury Note Future Sept14 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Goodyear Tire & Rubber Co , NCR Corp , Precision Drilling Corp , Skyworks Solutions Inc , NASDAQ OMX Group, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Brookfield Asset Management Inc Class A , Nestle SA ADR , Starbucks Corp , Microsoft Corp ,
  • Category: Large Growth
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  • Holdings: Berkshire Hathaway Inc Class B , Brookfield Asset Management Inc Class A , Nestle SA ADR , Starbucks Corp , Microsoft Corp ,
  • Category: Large Growth
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Flextronics International Ltd , Hertz Global Holdings Inc , Liberty Global PLC Class C ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Flextronics International Ltd , Hertz Global Holdings Inc , Liberty Global PLC Class C ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Global Telecom Holding SAE GDR , Astaldi , Tata Motors Ltd Class A , OJSC PhosAgro GDR , Goodbaby International Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • 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: 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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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , Microsoft Corp , Intel Corp , Devon Energy Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: pbcax to Symbol/Ticker: pbhax
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