Funds From: berix - Berwyn Income - Morningstar 5 Star Rated Fund to vcaix - Vanguard CA Interm-Term Tax-Exempt Inv - Morningstar 5 Star Rated Fund


  • Holdings: Nuance Comms Cv 2.75% , Tibco Software Cv 2.25% , Hospira 5.6% , Wells Fargo & Co New Pfd , Peabody Engy Cv 4.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: DFA Real Estate Securities I , DFA International Real Estate Sec I ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Hitachi Ltd , Sanofi , Nippon Telegraph & Telephone Corp , Unilever PLC , Mallinckrodt PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for hhmix investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds American Mutual R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for rddtx investment picks
  • Holdings: Standard Chartered PLC , Safran SA , Roche Holding AG Dividend Right Cert. , Total SA , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for tbcux investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds Fundamental Invs R6 , American Funds American Mutual R6 , American Funds AMCAP R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: MFS® High Yield Pooled , Simon Property Group Inc , US Treasury Note 0.75% , US Treasury Note 0.375% , US Treasury Note 0.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for MTBIX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Short-Term Bond , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
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  • Holdings: Intel Corp , Wells Fargo & Co , Apple Inc , American International Group Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Microsoft Corp , Johnson & Johnson , Verizon Communications Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 5 Stars
Sign-up for parrx investment picks
  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for nelyx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for gobix investment picks
  • Holdings: Fidelity® Total Bond , Fidelity Advisor® International Discv I , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for farfx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for patyx investment picks
  • Holdings: Medivation Inc , Agios Pharmaceuticals Inc , Palo Alto Networks Inc , TRW Automotive Holdings Corp , Macquarie Infrastructure Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for etglx investment picks
  • Holdings: Russian Federation 7.5% , Enterprise Products Partners LP , Harbinger Grp 7.75% , Greenwich Cap Cmbs 2007-Gg9 CMO , Magellan Midstream Partners, L.P. ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for vffix investment picks
  • Holdings: Tencent Holdings Ltd. , Hotel Shilla Co Ltd , Universal Robina Corporation , Minor International PLC DR , Luye Pharma Group Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Twitter Inc , Google Inc , Mead Johnson Nutrition Co ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for mpaix investment picks
  • Holdings: Christian Dior SA , Intuitive Surgical Inc Jan16 300 Call , Royal Philips NV , Eurazeo Ord , Tamburi Investment Partners SPA ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for mgdpx investment picks
  • Holdings: Bny Mellon Cash Reserve Eod Fund , Berkshire Hathaway Inc Class A , Markel Corporation , Intel Corp , XPO Logistics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for tmfgx investment picks
  • Holdings: Nu Skin Enterprises Inc Class A , Eaton Vance Corp , ACI Worldwide Inc , Navigators Group , Ashmore Group PLC ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for vvpsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for DPFFX investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
Sign-up for vcaix investment picks
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Funds From: berix - Berwyn Income - Morningstar 5 Star Rated Fund to vcaix - Vanguard CA Interm-Term Tax-Exempt Inv - Morningstar 5 Star Rated Fund
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