Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y - Morningstar 3 Star Rated Fund to pgabx - Pioneer Global Multisector Inc A - Morningstar 3 Star Rated Fund


  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for ptfsx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for PACAX investment picks
  • Holdings: Long Gilt Mar 15 , Mini 10-Year Japanese Govt Bond , Columbia Mortgage Opportunities I , E-mini S&P 500 Index Future Dec14 , Euro$ 90 Day Jun 15 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for csarx investment picks
  • Holdings: US Treasury Note 0.875% , Fidelity Cent Invt Portfolios , US Treasury Note 0.875% , E-mini S&P 500 Index Future Dec14 , Fannie Mae 3% 30 Year ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fsnix investment picks
  • Holdings: Philip Morris International Inc , Apple Inc , Christian Dior SA , Roche Holding AG ADR , Exxon Mobil Corporation ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for PGRCX investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
Sign-up for veurx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for namfx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Series Broad Market Opps , Fidelity® Government Income , Fidelity® Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for frncx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Oracle Corporation , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for motax investment picks
  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vftsx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ipyax investment picks
  • Holdings: Japan(Govt Of) 1.1% , Japan(Govt Of) 2.1% , KDDI Corp , Italy(Rep Of) 3.75% , Johnson & Johnson ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mfwbx investment picks
  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya Russell Mid Cap Index Port I , Voya International Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for iskix investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Prologis Inc , Mitsui Fudosan Co Ltd , Equity Residential ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for eiigx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ryhhx investment picks
  • Holdings: Ameriprise Financial Inc , Monster Beverage Corp , Sirius XM Holdings Inc , Royal Caribbean Cruises Ltd , Liberty Interactive Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for hagax investment picks
  • Holdings: DexCom Inc , Acadia Healthcare Co Inc , WEX Inc , Mobileye Nv Preferred Stock , ExamWorks Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for msglx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Apple Inc , Fed Natl Mort Assc 6% , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pagmx investment picks
  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pfipx investment picks
  • Holdings: Landstar System Inc , Wintrust Financial Corp , Genesee & Wyoming Inc Class A , Kirby Corp , LaSalle Hotel Properties ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for mmyax investment picks
  • Holdings: Isis Pharmaceuticals , Brunswick Corp , RF Micro Devices Inc , Triquint Semiconductor , Office Depot Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for vrtix investment picks
  • Holdings: iShares MSCI Emerging Markets , Technology Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , iShares 7-10 Year Treasury Bond , iShares MBS ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vaaax investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for jsacx investment picks
  • Holdings: AIA Group Ltd , Jardine Matheson Holdings Ltd , Singapore Technologies Engineering Ltd , United Overseas Bank Ltd , Hong Kong Exchange Cv 0.5% ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for micsx investment picks
  • Holdings: VY Franklin Income I , VY Franklin Mutual Shares I , VY Templeton Global Growth I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for itfax investment picks
  • Holdings: Schwab Fdmtl US Lg Co Idx , Madison Large Cap Value Y , Madison Large Cap Growth Y , iShares Core S&P Mid-Cap , Vanguard Growth ETF ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for maacx investment picks
  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vtiax investment picks
  • Holdings: Guggenheim BulletShrs®2014 HY CorpBd ETF , Woolworth 8.5% , Guggenheim BulletShrs®2015 HY CorpBd ETF , General Dynamics Corp , CenturyLink Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cblfx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for miaix investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for pgabx investment picks
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Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y - Morningstar 3 Star Rated Fund to pgabx - Pioneer Global Multisector Inc A - Morningstar 3 Star Rated Fund
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