Funds From: Symbol/Ticker: sagyx to Symbol/Ticker: saopx


  • 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: 4 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: Financial Select Sector SPDR® , Energy Select Sector SPDR® , Materials Select Sector SPDR® , Technology Select Sector SPDR® , Health Care Select Sector SPDR® ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Cigna Corp , NetApp Inc , Ameriprise Financial Inc , WellPoint Inc , Hartford Financial Services Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Cigna Corp , NetApp Inc , Ameriprise Financial Inc , WellPoint Inc , Hartford Financial Services Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Structured Asset Inv 2005-10 FRN , Algeco Scotsman Global Fin 144A 10.75% , First Franklin Mtg 2005-Ffh3 FRN , Bayview Finl Tr 2006-D FRN , Mariposa Borrower Inc/Merger S 144A 8% ,
  • Category: Multialternative
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  • Holdings: Structured Asset Inv 2005-10 FRN , Algeco Scotsman Global Fin 144A 10.75% , First Franklin Mtg 2005-Ffh3 FRN , Bayview Finl Tr 2006-D FRN , Mariposa Borrower Inc/Merger S 144A 8% ,
  • Category: Multialternative
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  • Holdings: Structured Asset Inv 2005-10 FRN , Algeco Scotsman Global Fin 144A 10.75% , First Franklin Mtg 2005-Ffh3 FRN , Bayview Finl Tr 2006-D FRN , Mariposa Borrower Inc/Merger S 144A 8% ,
  • Category: Multialternative
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  • Holdings: Trinity Industries Inc , Philip Morris International Inc , Altria Group Inc , Lockheed Martin Corp , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Trinity Industries Inc , Philip Morris International Inc , Altria Group Inc , Lockheed Martin Corp , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Trinity Industries Inc , Philip Morris International Inc , Altria Group Inc , Lockheed Martin Corp , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Trinity Industries Inc , Philip Morris International Inc , Altria Group Inc , Lockheed Martin Corp , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Trinity Industries Inc , Philip Morris International Inc , Altria Group Inc , Lockheed Martin Corp , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Chubb Corp , Royal Dutch Shell PLC ADR Class A , General Dynamics Corp , Bank of New York Mellon Corp , Murphy Oil Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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Funds From: Symbol/Ticker: sagyx to Symbol/Ticker: saopx
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