Funds From: Symbol/Ticker: saesx to Symbol/Ticker: samvx


  • Holdings: Mitsubishi UFJ Financial Group Inc , Rakuten, Inc. , T&D Holdings Inc , Nippon Telegraph & Telephone Corp , TV Asahi Holdings Corp ,
  • Category: Japan Stock
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  • Holdings: Tesla Motors Inc , Netflix Inc , Amazon.com Inc , LinkedIn Corp Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Tesla Motors Inc , Netflix Inc , Amazon.com Inc , LinkedIn Corp Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Riverbed Technology Inc , Oasis Petroleum Inc , Regal-Beloit Corp , BioMed Realty Trust Inc , Stifel Financial Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Riverbed Technology Inc , Oasis Petroleum Inc , Regal-Beloit Corp , BioMed Realty Trust Inc , Stifel Financial Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , DISH Network Corp , CVS Caremark Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: DFA International Small Company I ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: DFA US Micro Cap I , Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Utilities Select Sector SPDR® ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Materials Select Sector SPDR® ETF , Technology Select Sector SPDR® ETF ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: NetApp Inc , Cigna Corp , Hartford Financial Services Group Inc , Ameriprise Financial Inc , Juniper Networks Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for samvx investment picks
  • Holdings: NetApp Inc , Cigna Corp , Hartford Financial Services Group Inc , Ameriprise Financial Inc , Juniper Networks Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for samvx investment picks
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Funds From: Symbol/Ticker: saesx to Symbol/Ticker: samvx
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