Funds From: Symbol/Ticker: pipix to Symbol/Ticker: PIVLX


  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: ServiceNow Inc , SBA Communications Corp , Harman International Industries Inc , Robert Half International Inc , Electronic Arts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Union Pacific Corp , PNC Financial Services Group Inc , Applied Materials Inc , 3M Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , SL Green Realty Corp , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
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  • Holdings: PIMCO Emerging Markets Currency Instl , US TREASURY TIP , US Treasury TIP , FNMA , US TREASURY TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , SL Green Realty Corp , Prologis Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Novartis AG , Total SA , ING Groep N.V. , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class B ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Total SA , ING Groep N.V. , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class B ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Total SA , ING Groep N.V. , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class B ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Micron Tech Cv 1.625% , Buenos Aires Prov Euro Mtn Be 11.75% , Simon Property Group Inc , SPDR® S&P 500 ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Micron Tech Cv 1.625% , Buenos Aires Prov Euro Mtn Be 11.75% , Simon Property Group Inc , SPDR® S&P 500 ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Dialog Semiconductor PLC , iShares MSCI EAFE Small-Cap , Teleperformance , Sundrug Co., Ltd. , Hitachi Capital Corp ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Total SA , ING Groep N.V. , Nippon Telegraph & Telephone Corp , Royal Dutch Shell PLC Class B ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for piszx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Greencore Group PLC , Teva Pharmaceutical Industries Ltd ADR , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Tencent Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Efa Up Trs Equity 3ml-1 *Bullet* Dub , Efa Up Trs Equity 3ml-4 Boa , Irs Usd 1.250 03/18/15-2y Cme , Irs Gbp 1.750 06/17/15-2y* Cme , Irs Usd 1.250 06/17/15-2y Cme ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for piuhx investment picks
  • Holdings: Greencore Group PLC , Teva Pharmaceutical Industries Ltd ADR , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Tencent Holdings Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for piuix investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for pivax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pivex investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for pivix investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for pivlx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for PIVLX investment picks
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Funds From: Symbol/Ticker: pipix to Symbol/Ticker: PIVLX
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