Funds From: olcyx - Oppenheimer Rochester® Ltd Term CA MuniY - Morningstar 5 Star Rated Fund to slcgx - Saratoga Large Capitalization Growth I - Morningstar 5 Star Rated Fund


  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
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  • Holdings: First American Financial Corp , Stanley Black & Decker Inc , Western Union Co , Bristow Group Inc , Interpublic Group of Companies, Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Biomarin Pharmaceutical Inc , Incyte Corp , Shire PLC ADR , Celgene Corp , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
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  • Holdings: HSBC Holdings PLC , AstraZeneca PLC , BP PLC , Total SA , Takeda Pharmaceutical Co Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
Sign-up for nbmax investment picks
  • Holdings: JetBlue Airways Corp , Centene Corp , Sealed Air Corp , Take-Two Interactive Software Inc , Advance Auto Parts Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 5 Stars
Sign-up for manjx investment picks
  • Holdings: SEI High Yield Bond Y (SIMT) , SEI US Managed Volatility Y (SIMT) , SEI Real Estate Y (SIMT) ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for vwahx investment picks
  • Category: Long Government
  • Morningstar Rating: 5 Stars
Sign-up for pedix investment picks
  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , U.S. Bancorp , Sempra Energy , CVS Health Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for jrsix investment picks
  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
Sign-up for sgcax investment picks
  • Category: Muni Minnesota
  • Morningstar Rating: 5 Stars
Sign-up for opamx investment picks
  • Holdings: General Mills Inc , Campbell Soup Co , Heineken NV , Walgreens Boots Alliance Inc , General Dynamics Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for LCEAX investment picks
  • Holdings: Incyte Corp Ltd , Manhattan Associates Inc , Tyler Technologies Inc , Cantel Medical Corp , Blackbaud Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for bcsix investment picks
  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
Sign-up for orsyx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for ponax investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cibfx investment picks
  • Holdings: Southwest Airlines Co , Skyworks Solutions Inc , Greenbrier Companies Inc , Actavis PLC , Avago Technologies Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for cpecx investment picks
  • Holdings: LogMeIn Inc , Proofpoint Inc , Euronet Worldwide Inc , NxStage Medical Inc , West Pharmaceutical Services Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for gpscx investment picks
  • Holdings: Tencent Holdings Ltd. , ICICI Bank Ltd ADR , Great Wall Motor Co Ltd H Shares , NagaCorp Ltd , Sunny Optical Technology Group ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for rimix investment picks
  • Holdings: Manhattan Associates Inc , Jack In The Box Inc , CoStar Group Inc , SBA Communications Corp , Westinghouse Air Brake Technologies Corp ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for gtsyx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Amgen Inc , Actavis PLC , Anadarko Petroleum Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for lsifx investment picks
  • Holdings: Datalogic , Saft Groupe , Marr SPA , ANTA Sports Products Ltd , Tokyo Steel Manufacturing Co., Ltd. ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 5 Stars
Sign-up for lcoix 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 2041-2045
  • Morningstar Rating: 5 Stars
Sign-up for rfhtx investment picks
  • Holdings: Coronation Fund Managers Ltd , Zee Entertainment Enterprises Ltd , AMVIG Holdings Ltd , Melco Crown(Philippines)Resorts Corp , Koh Young Technology Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
Sign-up for cefzx investment picks
  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Vertex Pharmaceuticals Inc , Euronet Worldwide Inc , iGate Corp ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
Sign-up for wstax 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 2051+
  • Morningstar Rating: 5 Stars
Sign-up for rfktx investment picks
  • Holdings: Cisco Systems Inc , Facebook Inc Class A , Oracle Corporation , Visa Inc Class A , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for slcgx investment picks
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Funds From: olcyx - Oppenheimer Rochester® Ltd Term CA MuniY - Morningstar 5 Star Rated Fund to slcgx - Saratoga Large Capitalization Growth I - Morningstar 5 Star Rated Fund
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