Our Products

Mutual Funds

Print

Filter Results

  • Go
Fund Name Morningstar
Category
Overall
MorningStar
Rating
Morningstar Rating/Number of
Funds in Category (As of 3/31/2017)
3 Year
(stars/funds)
5 Year
(stars/funds)
10 Year
(stars/funds)
Fund Name Morningstar
Category
Overall
MorningStar
Rating
Morningstar Rating/Number of
Funds in Category (As of 3/31/2017)
3 Year
(stars/funds)
5 Year
(stars/funds)
10 Year
(stars/funds)
Multialternative
  • 2 Stars
  • 2 / 243
  • 2 / 148
  • 2 / 39
Intermediate-Term Bond
  • 4 Stars
  • 3 / 851
  • 4 / 750
  • 4 / 538
Muni California Long
  • 3 Stars
  • 2 / 89
  • 2 / 74
  • 3 / 64
Mid-Cap Value
  • 1 Star
  • 1 / 341
  • 1 / 301
  • 1 / 212
High Yield Bond
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2015
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2020
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2025
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2030
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2035
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2040
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2045
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2050
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2055
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2060+
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Emerging Markets Bond
  • 3 Stars
  • 3 / 219
  • NA
  • NA
Diversified Emerging Mkts
  • 5 Stars
  • 4 / 629
  • 4 / 429
  • 5 / 177
Diversified Emerging Mkts
  • 4 Stars
  • 4 / 629
  • NA
  • NA
Large Blend
  • 3 Stars
  • 4 / 1248
  • 3 / 1113
  • 3 / 822
Large Blend
  • 1 Star
  • 1 / 1248
  • 1 / 1113
  • NA
Foreign Large Growth
  • 4 Stars
  • 4 / 324
  • 3 / 276
  • 5 / 191
World Stock
  • 1 Star
  • 1 / 839
  • 1 / 673
  • NA
Infrastructure
  • 4 Stars
  • 3 / 68
  • 3 / 48
  • 5 / 8
World Stock
  • 4 Stars
  • 5 / 839
  • 4 / 673
  • 4 / 382
Large Blend
  • 2 Stars
  • 2 / 1248
  • 2 / 1113
  • 1 / 822
Global Real Estate
  • 4 Stars
  • 4 / 185
  • 4 / 150
  • NA
Europe Stock
  • 3 Stars
  • 4 / 92
  • 3 / 78
  • NA
Allocation--50% to 70% Equity
  • 4 Stars
  • 4 / 721
  • NA
  • NA
High Yield Bond
  • 3 Stars
  • 3 / 596
  • 4 / 471
  • 2 / 318
Foreign Large Blend
  • 2 Stars
  • 1 / 586
  • 2 / 525
  • NA
Global Real Estate
  • 2 Stars
  • 2 / 185
  • 2 / 150
  • NA
Foreign Small/Mid Blend
  • 5 Stars
  • 5 / 79
  • NA
  • NA
Foreign Large Growth
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Short-Term Bond
  • 5 Stars
  • 4 / 444
  • 4 / 359
  • 5 / 257
Option Writing
  • 3 Stars
  • 3 / 75
  • NA
  • NA
Mid-Cap Growth
  • 4 Stars
  • 5 / 580
  • 4 / 500
  • NA
Mid-Cap Growth
  • 2 Stars
  • 3 / 580
  • 2 / 500
  • 1 / 368
Tactical Allocation
  • 2 Stars
  • 2 / 247
  • 2 / 170
  • NA
Multisector Bond
  • 4 Stars
  • 4 / 227
  • 4 / 174
  • 3 / 95
Short-Term Bond
  • 5 Stars
  • 5 / 444
  • 5 / 359
  • 5 / 257
Multialternative
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Small Growth
  • 4 Stars
  • 5 / 599
  • 4 / 527
  • 4 / 386
Real Estate
  • 3 Stars
  • 2 / 234
  • 2 / 205
  • 3 / 137
Large Blend
  • 2 Stars
  • 1 / 1248
  • 1 / 1113
  • 2 / 822
Energy Limited Partnership
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Bank Loan
  • 3 Stars
  • 3 / 206
  • 3 / 155
  • NA
Small Growth
  • 4 Stars
  • 5 / 599
  • 4 / 527
  • 4 / 386
Small Growth
  • 5 Stars
  • 5 / 599
  • 5 / 527
  • 5 / 386
Allocation--50% to 70% Equity
  • 2 Stars
  • 1 / 721
  • 1 / 616
  • 2 / 424
Large Growth
  • 2 Stars
  • 4 / 1306
  • 2 / 1154
  • 2 / 800
Nontraditional Bond
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Allocation--50% to 70% Equity
  • 2 Stars
  • 1 / 721
  • 2 / 616
  • 3 / 424
Muni National Interm
  • 4 Stars
  • 3 / 256
  • 3 / 224
  • 4 / 150
Mid-Cap Growth
  • 3 Stars
  • 3 / 580
  • NA
  • NA