Premium Funds From: pascx - PIMCO All Asset C to gsrcx - Goldman Sachs Rising Dividend Gr C


  • Holdings: PIMCO Emerging Local Bond Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst , PIMCO Emerging Markets Currency Instl , PIMCO Income Instl , PIMCO Long-Term US Government Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl , PIMCO EMG Intl LowVol RAFI®-PLUS AR Inst ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Pioneer Energy Services Corp , Nabors Industries Ltd , Gran Tierra Energy Inc , Greenbrier Companies Inc , GulfMark Offshore Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Plains All American Pipeline LP , Shell Midstream Partners LP , Energy Transfer Equity LP , EnLink Midstream LLC , Sunoco Logistics Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: Pool Corp , Sothebys Class A , Visa Inc Class A , LKQ Corp , Howard Hughes Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Potash Corp of Saskatchewan Inc , UnitedHealth Group Inc , Accenture PLC Class A , Berkshire Hathaway Inc Class B , Bank of New York Mellon Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: PPL Corp , Alliant Energy Corp , Republic Services Inc Class A , Casey's General Stores Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: PPL Corp , Alliant Energy Corp , Republic Services Inc Class A , Casey's General Stores Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: PPL Corp , Alliant Energy Corp , Republic Services Inc Class A , Casey's General Stores Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: PPL Corp , Alliant Energy Corp , Republic Services Inc Class A , Casey's General Stores Inc , Allstate Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: PPL Corp , NextEra Energy Inc , Comcast Corp Class A , NRG Energy Inc , Exelon Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Capital Appreciation Inst , Principal Large Cap Growth Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Global Multi-Strategy Instl ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Global Multi-Strategy Instl , Principal MidCap Institutional ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Procter & Gamble Co , Altria Group Inc , Johnson & Johnson , AT&T Inc , PepsiCo Inc ,
  • Category: Large Value
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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: Procter & Gamble Co , PepsiCo Inc , Coca-Cola Co , Oracle Corporation , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Procter & Gamble Co , PepsiCo Inc , Coca-Cola Co , Oracle Corporation , Cisco Systems Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Qorvo Inc , Isis Pharmaceuticals , Brunswick Corp , Puma Biotechnology Inc , NPS Pharmaceuticals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Qorvo Inc , Isis Pharmaceuticals , Brunswick Corp , Puma Biotechnology Inc , NPS Pharmaceuticals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Qorvo Inc , Isis Pharmaceuticals , Brunswick Corp , Puma Biotechnology Inc , NPS Pharmaceuticals Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Qorvo Inc , Isis Pharmaceuticals , Puma Biotechnology Inc , Graphic Packaging Holding Co , NPS Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: QS Batterymarch US Lg Cap Eq IS , ClearBridge Aggressive Growth IS , Legg Mason BW Global Opportunities Bd IS , Western Asset Intermediate Bond IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Moderate Allocation
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  • Holdings: Qualcomm Inc , Lowe's Companies Inc , VF Corp , Perrigo Co PLC , Sherwin-Williams Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Qualcomm Inc , Lowe's Companies Inc , VF Corp , Perrigo Co PLC , Sherwin-Williams Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: pascx - PIMCO All Asset C to gsrcx - Goldman Sachs Rising Dividend Gr C
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