Funds From: sumax - SEI Short Duration Municipal A (STET) - Morningstar 2 Star Rated Fund to eacax - Eaton Vance CA Municipal Income A - Morningstar 2 Star Rated Fund


  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: RiverFront Strategic Income ETF , SPDR® Barclays Short Term Hi Yld Bd ETF , iShares 1-3 Year Credit Bond , WisdomTree Europe Hedged Equity ETF , PIMCO 0-5 Year High Yield Corp Bd ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Ultra Petroleum Corp , Unit Corp , Intrepid Potash Inc , Granite Construction Inc. , Federal Signal Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , SK Hynix Inc , Priceline Group Inc , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Royal Dutch Shell PLC ADR Class A , Citigroup Inc , Anheuser-Busch Inbev SA , Novartis AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for bgorx investment picks
  • Holdings: Samsung Electronics Co Ltd , AIA Group Ltd , United Overseas Bank Ltd , Tencent Holdings Ltd. , HCL Technologies Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for excrx investment picks
  • Holdings: Eaton Vance Floating Rate A , Eaton Vance Glbl Macro Abs Ret Advtg A , Eaton Vance Hexavest Global Equity I , Parametric Market Neutral C , Msam Completion Portfolio ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • 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: 2 Stars
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  • Holdings: Liberty Ventures Class A , United Therapeutics Corp , Schibsted ASA , LinkedIn Corp Class A , Netflix Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for bmgbx investment picks
  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , Exxon Mobil Corporation , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for tsdcx investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for wustx investment picks
  • Holdings: L-3 Communications Holdings Inc , General Dynamics Corp , Wesco International Inc , Siemens AG , Northrop Grumman Corp ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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  • Holdings: United Technologies Corp , Union Pacific Corp , General Electric Co , Delta Air Lines Inc , Tyco International Ltd ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
Sign-up for ictrx investment picks
  • Holdings: Westar Energy Inc , CMS Energy Corp , Duke Energy Corporation , SCANA Corp , UIL Holdings Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
Sign-up for ictux investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for us35471h2076 investment picks
  • Holdings: Shire PLC , Galaxy Entertainment Group Ltd , ENEL Ente Nazionale per L'Energ Elet SPA , Associated British Foods PLC , Continental AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for jmiax investment picks
  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury ETF , Invesco Balanced-Risk Allc R6 , PowerShares FTSE RAFI Dev Mkts ex-US ETF , Invesco Diversified Dividend R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Precision Castparts Corp , Sigma-Aldrich Corp , Apple Inc , W W Grainger Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for btefx investment picks
  • Holdings: Johnson & Johnson , Blackstone Mortgage Trust Inc Class A , Ares Capital Corporation , Abengoa Yield PLC , Philip Morris International Inc ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ivbyx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , ING Groep N.V. , HSBC Holdings PLC , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for piirx investment picks
  • Holdings: Russell Strategic Bond Y , Russell Short Duration Bond Y , Russell Investment Grade Bond Y , Russell Global Opportunistic Credit Y , Russell Global Equity Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rclax investment picks
  • Holdings: American Express Co , Berkshire Hathaway Inc Class A , Sanofi ADR , Northern Trust Corp , Progressive Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for chtcx investment picks
  • Holdings: Empire District Electric Co , Summit Hotel Properties Inc , PartnerRe Ltd , Reinsurance Group of America Inc , PNM Resources Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for pslax investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnaix investment picks
  • Holdings: Align Technology Inc , Hexcel Corp , Carbo Ceramics Inc , Proto Labs Inc , Dealertrack Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for bufsx investment picks
  • Holdings: Pioneer International Value Y , Pioneer Global Equity Y , Pioneer Bond Y , Pioneer Mid-Cap Value Y , Pioneer Emerging Markets Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for grabx investment picks
  • Holdings: RF Micro Devices Inc , Manhattan Associates Inc , Centene Corp , PrivateBancorp Inc , FelCor Lodging Trust Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for lusax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for eacax investment picks
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Funds From: sumax - SEI Short Duration Municipal A (STET) - Morningstar 2 Star Rated Fund to eacax - Eaton Vance CA Municipal Income A - Morningstar 2 Star Rated Fund
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