Funds From: Symbol/Ticker: PRWCX to Symbol/Ticker: psbvx


  • Holdings: Danaher Corp , Marsh & McLennan Companies Inc , Thermo Fisher Scientific Inc , AutoZone Inc , Fiserv Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: PIMCO Real Return Instl , PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Alimentation Couche-Tard Inc , Brookfield Asset Management Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , Alimentation Couche-Tard Inc , Brookfield Asset Management Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y , Putnam Absolute Return 100 Y , Putnam Absolute Return 700 Y , US Treasury Note 1% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: Qorvo Inc , Kilroy Realty Corp , Aspen Insurance Holdings Ltd , Manhattan Associates Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psabx investment picks
  • Holdings: Central Fund of Canada , Royal Gold Inc , Agnico Eagle Mines Ltd , Newmont Mining Corp , Yamana Gold Inc ,
  • Category: Currency
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  • Holdings: Central Fund of Canada , Royal Gold Inc , Agnico Eagle Mines Ltd , Newmont Mining Corp , Yamana Gold Inc ,
  • Category: Currency
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Index Mini TIC , EPR Properties , Maximus Inc , Toro Co , Casey's General Stores Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Continental Resources Inc , Zimmer Holdings Inc , BlackRock Inc , Goldman Sachs Group Inc , Ford Motor Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for psbfx investment picks
  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psbgx investment picks
  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for psbix investment picks
  • Holdings: Qorvo Inc , Kilroy Realty Corp , Aspen Insurance Holdings Ltd , Manhattan Associates Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psbjx investment picks
  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psblx investment picks
  • Holdings: Qorvo Inc , Kilroy Realty Corp , Aspen Insurance Holdings Ltd , Manhattan Associates Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psbmx investment picks
  • Holdings: Qorvo Inc , Kilroy Realty Corp , Aspen Insurance Holdings Ltd , Manhattan Associates Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psbnx investment picks
  • Holdings: Qorvo Inc , Kilroy Realty Corp , Aspen Insurance Holdings Ltd , Manhattan Associates Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psbpx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for psbrx investment picks
  • Holdings: Qorvo Inc , Kilroy Realty Corp , Aspen Insurance Holdings Ltd , Manhattan Associates Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for psbsx investment picks
  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for psbvx investment picks
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Funds From: Symbol/Ticker: PRWCX to Symbol/Ticker: psbvx
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