Funds From: pflsx - Pacific Financial Strategic Cnsrv Inv to eitix - Parametric Tax-Managed Intl Eq Instl


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Guggenheim Floating Rate Strats Instl , Ivy High Income I , Leader Short Term Bond Instl , Osterweis Strategic Income , Sandalwood Opportunity I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Guggenheim Floating Rate Strats Instl , Ivy High Income I , Leader Short Term Bond Instl , Osterweis Strategic Income , Sandalwood Opportunity I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: US Treasury Note 0.25% , Marathon Clo Iv 144A FRN , iShares iBoxx $ High Yield Corporate Bd , Sapphire Valley 2006-1 FRN , Dryden Xxii Sr Ln Fd 2014-22 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.25% , Marathon Clo Iv 144A FRN , iShares iBoxx $ High Yield Corporate Bd , Sapphire Valley 2006-1 FRN , Dryden Xxii Sr Ln Fd 2014-22 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.25% , Marathon Clo Iv 144A FRN , iShares iBoxx $ High Yield Corporate Bd , Sapphire Valley 2006-1 FRN , Dryden Xxii Sr Ln Fd 2014-22 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Sanchez Engy Pfd , Microchip Tech Cv 2.125% , Sunedison 144A Cv 2.75% , Verisign Cv 3.25% , Chesapeake Engy Cv ,
  • Category: Market Neutral
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  • Holdings: Sanchez Engy Pfd , Microchip Tech Cv 2.125% , Sunedison 144A Cv 2.75% , Verisign Cv 3.25% , Chesapeake Engy Cv ,
  • Category: Market Neutral
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  • Holdings: Sanchez Engy Pfd , Microchip Tech Cv 2.125% , Sunedison 144A Cv 2.75% , Verisign Cv 3.25% , Chesapeake Engy Cv ,
  • Category: Market Neutral
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  • Holdings: Sanchez Engy Pfd , Microchip Tech Cv 2.125% , Sunedison 144A Cv 2.75% , Verisign Cv 3.25% , Chesapeake Engy Cv ,
  • Category: Market Neutral
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  • Holdings: Sanchez Engy Pfd , Microchip Tech Cv 2.125% , Sunedison 144A Cv 2.75% , Verisign Cv 3.25% , Chesapeake Engy Cv ,
  • Category: Market Neutral
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  • Holdings: O'Reilly Automotive Inc , Ecolab Inc , Idex Corp , CR Bard Inc , Williams-Sonoma Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Extreme Networks Inc , Ply Gem Holdings Inc , Insteel Industries Inc , KapStone Paper And Packaging Corp , Kirkland's Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Triquint Semiconductor , Skyworks Solutions Inc , Microsemi Corp , Regal Entertainment Group , Mid-America Apartment Communities ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Synnex Corp , Skyworks Solutions Inc , Mid-America Apartment Communities , Microsemi Corp , Triquint Semiconductor ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Triquint Semiconductor , Microsemi Corp , j2 Global Inc , Foot Locker Inc , IAC/InterActiveCorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iPath® DJ-UBS Cmdty TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: iPath® DJ-UBS Cmdty TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Mtn Group Ltd , Samsung Electronics Co Ltd , China Mobile Ltd , OAO Gazprom ADR , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Mtn Group Ltd , Samsung Electronics Co Ltd , China Mobile Ltd , OAO Gazprom ADR , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Mtn Group Ltd , Samsung Electronics Co Ltd , China Mobile Ltd , OAO Gazprom ADR , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC , Nestle SA , Novartis AG , National Grid PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC , Nestle SA , Novartis AG , National Grid PLC , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , AT&T Inc , Johnson & Johnson , Waste Management Inc , Verizon Communications Inc ,
  • Category: Market Neutral
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  • Holdings: Exxon Mobil Corporation , AT&T Inc , Johnson & Johnson , Waste Management Inc , Verizon Communications Inc ,
  • Category: Market Neutral
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  • Holdings: Mtn Group Ltd , America Movil SAB de CV Class L , Samsung Electronics Co Ltd , OAO Gazprom ADR , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Vodafone Group PLC , Nestle SA , Novartis AG , Royal Dutch Shell PLC Class A , National Grid PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Vodafone Group PLC , Nestle SA , Novartis AG , Royal Dutch Shell PLC Class A , National Grid PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: pflsx - Pacific Financial Strategic Cnsrv Inv to eitix - Parametric Tax-Managed Intl Eq Instl
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