Funds From: cbfcx - American Funds Global Balanced 529C - Morningstar 4 Star Rated Fund to sctax - Wells Fargo Advantage CA Tax-Free A LW - Morningstar 4 Star Rated Fund


  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Pfizer Inc , ConocoPhillips ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Royal Dutch Shell PLC Class B , GlaxoSmithKline PLC , Inmobiliaria Colonial SA , Eni SpA ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Amphenol Corp Class A , Mohawk Industries Inc , Fortune Brands Home & Security Inc , Humana Inc , Illumina Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Textron Inc , NRG Energy Inc , Lazard Ltd , Northern Trust Corp , Hospira Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: American Express Co , Wells Fargo & Co , Bank of New York Mellon Corp , Markel Corporation , American International Group Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Overseas I , MM MSCI EAFE® International Index I ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Waste Connections Inc , Jarden Corp , Taminco Corp , Brinker International Inc , Associated Banc-Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsui Fudosan Co Ltd , British Land Co PLC , Scentre Group ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Schlumberger NV , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: China Mobile Ltd , Hyundai Mobis Co Ltd , Fibra Uno Administracion SA de CV Series 11 , Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Total SA , Tesco PLC , Hana Financial Group Inc , BNP Paribas ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , CommonWealth REIT , Celgene Corp , EOG Resources Inc , DineEquity Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: MSCI Inc , j2 Global Inc , Techne Corp , VeriFone Systems Inc , DineEquity Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitel Networks Corp , Ryman Hospitality Properties Inc , Ryder System Inc , ITT Corp , Tribune Media Co ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for ksmix investment picks
  • Holdings: GenCorp Inc , Media General Inc Class A , Cantel Medical Corp , Steel Excel Inc , Ferro Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for stirx investment picks
  • Holdings: MasterCard Inc Class A , Galaxy Entertainment Group Ltd , Sands China Ltd , Optimal Payments PLC , Catamaran Corp ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Century Diversified Bond Inv , American Century Large Company Val Inv , American Century Infl-Adj Bond Inv , American Century International Bd Inv , American Century Equity Growth Inv ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Pru Shirt Dur Milti-Sec , Prudential Total Return Bd , Prudential International , Prudential Government Income A , Prudential Absolute Return Bond Q ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tiqrx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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Funds From: cbfcx - American Funds Global Balanced 529C - Morningstar 4 Star Rated Fund to sctax - Wells Fargo Advantage CA Tax-Free A LW - Morningstar 4 Star Rated Fund
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