Funds From: Symbol/Ticker: shtbx to Symbol/Ticker: sietx


  • Holdings: Lam Research Corp , Synopsys Inc , Apple Inc , Broadcom Corp , Synaptics Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Lam Research Corp , Synopsys Inc , Apple Inc , Broadcom Corp , Synaptics Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , General Electric Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , GNMA 4.5% , Visa Inc Class A , CVS Health Corp , US Treasury Bond 2.75% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: FHLMC 4% , FHLMC 4.5% , Microsoft Corp , Apple Inc , FNMA 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: SEI Multi-Asset Cap Stability A (SIMT) , SEI Enhanced Income A (SIMT) , SEI Global Managed Volatility A (SIMT) , SEI US Fixed Income A (SIMT) , SEI Multi-Asset Inflation Mgd A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Total SA , Unilever PLC , Royal Dutch Shell PLC Class B , Sumitomo Mitsui Financial Group Inc , Tokyo Gas Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Wells Fargo & Co , Visa Inc Class A , PepsiCo Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , GlaxoSmithKline PLC , AstraZeneca PLC , Merck KGaA , Anglo American PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: HSBC Holdings PLC , GlaxoSmithKline PLC , AstraZeneca PLC , Merck KGaA , Anglo American PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Pegatron Corp , Oi Sa Pfd , Emlak Konut Gayrimenkul Yatirim Ortakligi AS , Bank Of Communications Co Ltd , Bouygues ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Pegatron Corp , Oi Sa Pfd , Emlak Konut Gayrimenkul Yatirim Ortakligi AS , Bank Of Communications Co Ltd , Bouygues ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: CRH PLC , Playtech PLC , Assicurazioni Generali , Sumitomo Chemical Co Ltd , Credit Suisse Group ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Banco Espirito Santo , Sun Hung Kai Properties Sun Hung Ka Cw16 , Az. Bgp Holdings Common Stock , Irish Bank Resolution Corp Eur0.16 , Irish Bank Resolution Corp Eur0.16 (Dublin Listing) ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Banco Espirito Santo , Sun Hung Kai Properties Sun Hung Ka Cw16 , Az. Bgp Holdings Common Stock , Irish Bank Resolution Corp Eur0.16 , Irish Bank Resolution Corp Eur0.16 (Dublin Listing) ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Baidu Inc ADR , Industrial And Commercial Bank Of China Ltd H Shares , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: CRH PLC , Playtech PLC , Assicurazioni Generali , Sumitomo Chemical Co Ltd , Credit Suisse Group ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Pegatron Corp , Oi Sa Pfd , Emlak Konut Gayrimenkul Yatirim Ortakligi AS , Bank Of Communications Co Ltd , Bouygues ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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Funds From: Symbol/Ticker: shtbx to Symbol/Ticker: sietx
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