Funds From: Symbol/Ticker: piocx to Symbol/Ticker: pisax


  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Microsoft Corp , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Microsoft Corp , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Microsoft Corp , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Verizon Communications Inc , PNC Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Verizon Communications Inc , PNC Financial Services Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Microsoft Corp , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 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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  • 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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  • 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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  • 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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  • 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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  • Holdings: Devon Energy Corp , Anadarko Petroleum Corp , Schlumberger NV , Alcoa Inc , Africa Oilfield Logistics Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard FTSE Europe ETF , iShares Russell 2000 , Ship Finance International Ltd , United States Natural Gas , Freeport-McMoRan Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: ServiceNow Inc , NXP Semiconductors NV , SBA Communications Corp , Expedia Inc , TripAdvisor Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Applied Materials Inc , PNC Financial Services Group Inc , Apple Inc , American Express Co , Travelers Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Prologis Inc , Host Hotels & Resorts Inc , SL Green Realty Corp ,
  • 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 , Prologis Inc , Host Hotels & Resorts Inc , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Total SA , Royal Dutch Shell PLC Class B , Nippon Telegraph & Telephone Corp , ING Groep N.V. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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Funds From: Symbol/Ticker: piocx to Symbol/Ticker: pisax
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