Funds From: Symbol/Ticker: piojx to Symbol/Ticker: pisfx


  • 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: 4 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen 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 , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • 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 , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • 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 , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • 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 , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • 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 , Efa Up Trs Equity 3ml+8 Gst , Efa Up Trs Equity 3ml+30 *Bullet* Bps , FNMA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Schlumberger NV , Africa Oilfield Logistics Ltd , EOG Resources Inc , Gran Colombia Gold 144A 10% , Baker Hughes Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard European Stock Index ETF , iShares Russell 2000 , Ship Finance International Ltd , Freeport-McMoRan Copper & Gold , iShares Core S&P 500 ,
  • 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: Pioneer Natural Resources Co , Harman International Industries Inc , ServiceNow Inc , Foot Locker Inc , Pitney Bowes Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: PNC Financial Services Group Inc , American Express Co , Union Pacific Corp , 3M 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 , Boston Properties 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 , Fin Fut Euro$ Cme 12/14/15 , US Treasury TIP , US TREASURY TIP , US Treasury TIP ,
  • Category: Tactical Allocation
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  • Holdings: Simon Property Group Inc , Essex Property Trust Inc , Prologis Inc , Boston Properties 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 , Roche Holding AG , ING Groep N.V. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Total SA , Royal Dutch Shell PLC Class B , Roche Holding AG , ING Groep N.V. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Total SA , Royal Dutch Shell PLC Class B , Roche Holding AG , ING Groep N.V. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Simon Property Group Inc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , SPDR S&P 500 ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Absolute Return 700 Y , Simon Property Group Inc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , SPDR S&P 500 ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: piojx to Symbol/Ticker: pisfx
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