Funds From: frcax - Franklin CA Insured Tax-Free Inc C - Morningstar 3 Star Rated Fund to wmblx - WesMark Balanced - Morningstar 3 Star Rated Fund


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for stigx investment picks
  • Holdings: iShares MSCI EAFE , iShares MSCI Emerging Markets , US Treasury Bond 3% , US Treasury Note 2.75% , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for aiblx investment picks
  • Holdings: Imperial Tobacco Group PLC , National Grid PLC , Lorillard Inc , Total SA , Vinci ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epskx investment picks
  • Holdings: Lithia Motors Inc Class A , HFF Inc Class A , Euronet Worldwide Inc , Carrizo Oil & Gas Inc , Visteon Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mxcsx investment picks
  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for wflix investment picks
  • Holdings: General Electric Co , Pfizer Inc , Comcast Corp Class A , Citigroup Inc , Boeing Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for icayx investment picks
  • Holdings: Transamerica Intl Eq Opportunities I2 , Transamerica International I2 , Transamerica International Equity I2 , Transamerica Developing Markets Eq I2 , Transamerica International Small Cap I2 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for paemx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Corporate Bond R6 , JPMorgan Inflation Managed Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for jsfcx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Facebook Inc Class A , Micron Technology Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for dapax investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for diasx investment picks
  • Holdings: Transamerica Core Bond I2 , Transamerica Total Return I2 , Transamerica Short-Term Bond I2 , Transamerica Bond I2 , Transamerica Large Cap Value I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for icvrx investment picks
  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for gssdx investment picks
  • Holdings: iShares Russell 2000 , Cabot Microelectronics Corp , Primerica Inc , Deluxe Corp , First Cash Financial Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for dmvax investment picks
  • Holdings: General Electric Co , Boeing Co , Monsanto Co , Pfizer Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mapax investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for trebx investment picks
  • Holdings: Liberty Property Trust , Atmos Energy Corp , Webster Financial Corp , Ameren Corp , Level 3 Communications Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for iivax investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Government Income , Fidelity® Strategic Real Return , Fidelity® Series Broad Market Opps ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for filix investment picks
  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity® Series Global ex US Index , Fidelity Spartan® US Bond Idx F , Fidelity® Series Commodity Strategy F , Fidelity® Series Infl-Prtct Bd Idx F ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for fxifx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ffnbx investment picks
  • Holdings: PPG Industries Inc , Graco Inc , Valspar Corp , 3M Co , Eaton Corp PLC ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mvpfx investment picks
  • Holdings: Red Hat Inc , Expedia Inc , B/E Aerospace Inc , Oasis Petroleum Inc , Stanley Black & Decker Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for tvfax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for vmttx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wtrrx investment picks
  • Holdings: iShares S&P 500 Growth , EOG Resources Inc , SM Energy Co , Cognizant Technology Solutions Corp Class A , Herbalife Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tvgix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for pygwx investment picks
  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , Bayerische Motoren Werke AG BMW , SAP SE ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for mgfnx investment picks
  • Holdings: Proofpoint Inc , Akorn Inc , Monolithic Power Systems Inc , Huron Consulting Group Inc , Electronics for Imaging Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for tmcox investment picks
  • Holdings: Apple Inc , Union Pacific Corp , ConocoPhillips , PNC Financial Services Group Inc , iShares MSCI EAFE ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wmblx investment picks
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Funds From: frcax - Franklin CA Insured Tax-Free Inc C - Morningstar 3 Star Rated Fund to wmblx - WesMark Balanced - Morningstar 3 Star Rated Fund
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