Premium Funds From: petax - PIMCO Real Estate Real Return Strategy A to devix - Delaware Small Cap Value Instl


  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Ultimate Software Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Zurich Insurance Group AG ADR , HSBC Holdings PLC , Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class A , Persimmon PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Dwrtft Trs Equity 1ml+32 Boa , US Treasury TIP , Dwrtft Trs Equity 1ml+32 Gst , Dwrtft Trs Equity 1ml+36 Brc , Dwrtft Trs Equity 1ml+28 Jpm ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Adobe Systems Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Wal-Mart Stores Inc , Philip Morris International Inc ,
  • Category: Consumer Defensive
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Ford Motor Co , Intel Corp , Amgen Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Apple Inc , AIA Group Ltd , MarkWest Energy Partners LP , NGK Spark Plug Co., Ltd. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Cheung Kong Holdings Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds American Hi-Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds American Hi-Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: SS&C Technologies Holdings Inc , Sally Beauty Holdings Inc , Solera Holdings Inc , Heico Corp Class A , Carter's Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Duke Energy Corporation , NextEra Energy Inc , Dominion Resources Inc , Southern Co , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , Wells Fargo & Co , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Tyler Technologies Inc , Incyte Corp Ltd , Cantel Medical Corp , Medidata Solutions Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , Wells Fargo & Co , AbbVie Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuance Comms Cv 2.75% , Tibco Software Cv 2.25% , Peabody Engy Cv 4.75% , Hospira 5.6% , Wells Fargo & Co New Pfd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Motor Co , Mgm Resorts Intl Cv 4.25% , Continental Airls Cv 4.5% , General Motors Co ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Mini Msci Eafe Dec14 Ifus 20141219 , Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Tyler Technologies Inc , Incyte Corp Ltd , Cantel Medical Corp , Medidata Solutions Inc , Manhattan Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: East West Bancorp Inc , ITT Corp , Synopsys Inc , Platinum Underwriters Holdings Ltd , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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Premium Funds From: petax - PIMCO Real Estate Real Return Strategy A to devix - Delaware Small Cap Value Instl
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