Funds From: sctax - Wells Fargo Advantage CA Tax-Free A LW - Morningstar 4 Star Rated Fund to mspix - MainStay S&P 500 Index I - Morningstar 4 Star Rated Fund


  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for sctax investment picks
  • Holdings: Microsoft Corp , Celgene Corp , Equity Commonwealth , DineEquity Inc , Zebra Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for vaggx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for vklix investment picks
  • Holdings: MSCI Inc , Heartland Payment Systems Inc , Techne Corp , DineEquity Inc , Ulta Salon Cosmetics & Fragrances Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for dfrix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for jhyux investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for iphyx investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Exxon Mobil Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for lcaqx investment picks
  • Holdings: Johnson & Johnson , Exxon Mobil Corporation , Procter & Gamble Co , Chevron Corp , International Business Machines Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fbsdx investment picks
  • Holdings: American Century Growth Inv , American Century Heritage Inv , American Century International Gr Inv , American Century Equity Growth Inv , American Century Diversified Bond Inv ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for aogix investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for wqfrx investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cirax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for dhoax investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for avaax investment picks
  • Holdings: Hitachi Ltd , Sanofi , Nippon Telegraph & Telephone Corp , Unilever PLC , Mallinckrodt PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trwax investment picks
  • Holdings: Invesco Core Plus Bond R6 , Invesco Dividend Income R6 , Invesco Premium Income R6 , Invesco High Yield R6 , Invesco Corporate Bond R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for ilaax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for dpmzx investment picks
  • Holdings: Nestle SA , HSBC Holdings PLC ADR , BP PLC ADR , Toyota Motor Corp , Royal Dutch Shell PLC ADR Class A ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for dfccx investment picks
  • Holdings: Travelers Companies Inc , Procter & Gamble Co , Pfizer Inc , Johnson & Johnson , Chevron Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mblax investment picks
  • Holdings: Persimmon PLC , Barratt Developments PLC , Taylor Wimpey PLC , Ashtead Group PLC , Travis Perkins PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
Sign-up for disvx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Equity Residential , Health Care REIT, Inc. , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for dfrex investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , AT&T Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfeox investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
Sign-up for psfax investment picks
  • Holdings: American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Bond Fund of Amer R6 , Amer Fds Inflation Linked Bd ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
Sign-up for raatx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for shiyx investment picks
  • Holdings: American Funds American Balanced R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for rcftx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for raitx investment picks
  • Holdings: HCC Insurance Holdings Inc , Investors Bancorp Inc , Convergys Corporation , First Niagara Financial Group Inc , Piedmont Natural Gas Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for ubvcx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Short-Term Income Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pcnsx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Floating Rate Income NAV , JHancock Emerging Markets NAV , JHFunds2 Alpha Opportunities NAV ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
Sign-up for jleox investment picks
  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , S+p500 Emini Fut Dec14 Xcme 20141219 ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mspix investment picks
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Funds From: sctax - Wells Fargo Advantage CA Tax-Free A LW - Morningstar 4 Star Rated Fund to mspix - MainStay S&P 500 Index I - Morningstar 4 Star Rated Fund
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