Funds From: Symbol/Ticker: cajax to Symbol/Ticker: capbx


  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Westpac Banking Corp , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Westpac Banking Corp , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Westpac Banking Corp , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Westpac Banking Corp , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Westpac Banking Corp , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Stanley Uts 18 ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Capital Accumulation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , American Express Co , Bristol-Myers Squibb Company , Texas Instruments Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MGM Resorts International , Anadarko Petroleum Corp , EMC Corp , Mitsubishi UFJ Financial Group Inc ADR , Vodafone Group PLC ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
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  • Holdings: Sabre Corporation , Nippon Telegraph & Telephone Corp ADR , Suncor Energy Inc , Capital One Financial Corp , National Oilwell Varco Inc ,
  • Category: World Stock
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  • Holdings: Sony Corp ADR , Seven & i Holdings Co Ltd , Vodafone Group PLC ADR , British Sky Broadcasting Group PLC , Sumitomo Mitsui Financial Group Inc ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , AmerisourceBergen Corp , Celgene Corp , Schlumberger NV , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Whiting Petroleum Corp , Informatica Corp , CIT Group Inc , CBS Outdoor Americas Inc , Tesoro Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , Micron Tech Cv 1.625% ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
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  • Holdings: EMC Corp , Ford Motor Co , Valero Energy Corp , Anadarko Petroleum Corp , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Kaiser Aluminum Corp , CST Brands Inc , Magellan Health Inc , Cathay General Bancorp , Tivo Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: EMC Corp , Ford Motor Co , Valero Energy Corp , Anadarko Petroleum Corp , Google Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Kaiser Aluminum Corp , CST Brands Inc , Magellan Health Inc , Cathay General Bancorp , Tivo Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares 1-3 Year Treasury Bond , Green Plains Inc , Melco Crown Entertainment Ltd ADR , Basic Energy Services Inc , Aspen Technology Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Avis Budget Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Avis Budget Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Coronation Fund Managers Ltd , JSC Halyk Savings Bank of Kazakhstan GDR , Melco Crown(Philippines)Resorts Corp , Melco International Development Ltd , Rand Merchant Insurance Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Coronation Fund Managers Ltd , JSC Halyk Savings Bank of Kazakhstan GDR , Melco Crown(Philippines)Resorts Corp , Melco International Development Ltd , Rand Merchant Insurance Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , Federated Mortgage Core Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Total SA ADR ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for capax investment picks
  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , Federated Mortgage Core Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Total SA ADR ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: High Yield Bond Portfolio , Emerging Markets Fixed Income Core Fund , Federated Mortgage Core Portfolio , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Total SA ADR ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for capbx investment picks
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Funds From: Symbol/Ticker: cajax to Symbol/Ticker: capbx
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