Funds From: Symbol/Ticker: pwtax to Symbol/Ticker: pxscx


  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , Xai Emini Industrimar14 Xcme 20140321 , Xap Cons Staples Mar14 Xcme 20140321 , Russell 2000 Mini Mar14 Imeq 20140321 , Nasdaq 100 E-Mini Mar14 Xcme 20140321 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , Xai Emini Industrimar14 Xcme 20140321 , Xap Cons Staples Mar14 Xcme 20140321 , Russell 2000 Mini Mar14 Imeq 20140321 , Nasdaq 100 E-Mini Mar14 Xcme 20140321 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Mar14 Xcme 20140321 , Xai Emini Industrimar14 Xcme 20140321 , Xap Cons Staples Mar14 Xcme 20140321 , Russell 2000 Mini Mar14 Imeq 20140321 , Nasdaq 100 E-Mini Mar14 Xcme 20140321 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/18/17 , Racnlgt Trs Equity 1ml+50 *Bullet* Boa , Racnsgt Trs Equity 1ml+18 *Bullet* Boa , Racnsgt Trs Equity 1ml+18 Boa , Racnlgt Trs Equity 1ml+50 Boa ,
  • Category: Market Neutral
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  • Holdings: Fin Fut Euro$ Cme 09/18/17 , Racnlgt Trs Equity 1ml+50 *Bullet* Boa , Racnsgt Trs Equity 1ml+18 *Bullet* Boa , Racnsgt Trs Equity 1ml+18 Boa , Racnlgt Trs Equity 1ml+50 Boa ,
  • Category: Market Neutral
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google, Inc. Class A , PepsiCo Inc , International Business Machines Corp , Qualcomm, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Johnson & Johnson , Comcast Corp Class A , JPMorgan Chase & Co , Amdocs Ltd. , Raytheon Company ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Commonwealth Bank of Australia , Vodafone Group PLC , Westpac Banking Corp ,
  • Category: Foreign Large Blend
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  • Holdings: Roche Holding AG , Novartis AG , Commonwealth Bank of Australia , Vodafone Group PLC , Westpac Banking Corp ,
  • Category: Foreign Large Blend
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Novartis AG , Commonwealth Bank of Australia , Vodafone Group PLC , Westpac Banking Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
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  • Holdings: Cass Information Systems, Inc. , Syntel, Inc. , Jack Henry & Associates, Inc , Graco Incorporated , RLI Corporation ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Unibail-Rodamco SE , Westfield Group , Land Securities Group PLC , Link Real Estate Investment Trust , LEG Immobilien AG ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Unibail-Rodamco SE , Westfield Group , Land Securities Group PLC , Link Real Estate Investment Trust , LEG Immobilien AG ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Unibail-Rodamco SE , Westfield Group , Land Securities Group PLC , Link Real Estate Investment Trust , LEG Immobilien AG ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Unibail-Rodamco SE , Westfield Group , Land Securities Group PLC , Link Real Estate Investment Trust , LEG Immobilien AG ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Compuware Corporation , Cinemark Holdings Inc , Gannett Co Inc , Capitol Federal Financial, Inc. , Westell Technologies, Inc. Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: pwtax to Symbol/Ticker: pxscx
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