Funds From: crsgx - Cortina Small Cap Growth - Morningstar 1 Star Rated Fund to cctex - City National Rochdale CA Tax-Ex Bd N - Morningstar 1 Star Rated Fund


  • Holdings: AtriCure Inc , NxStage Medical Inc , Inphi Corp , Five Below Inc , Radware Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , iShares Core MSCI Emerging Markets , US Treasury TIP , FNMA 4% TBA ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for abwcx investment picks
  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Markets , Exxon Mobil Corporation , Apple Inc , US Treasury Note ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 1 Stars
Sign-up for ltiax investment picks
  • Holdings: US Treasury TIP , Apple Inc , Exxon Mobil Corporation , iShares Core MSCI Emerging Markets , CVS Health Corp ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 1 Stars
Sign-up for ltkbx investment picks
  • Holdings: FNMA , US Treasury Note 3.625% , Apple Inc , US Treasury Note 3.25% , US Treasury Note 4.625% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for wfsrx investment picks
  • Holdings: Delhaize Group SA ADR , Nippon Telegraph & Telephone Corp ADR , BAE Systems PLC ADR , Tata Motors Ltd ADR , Agrium Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for dnvsx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Bristol-Myers Squibb Company , Lowe's Companies Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for f00000ndhm investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for fprtx investment picks
  • Holdings: SPDR® S&P 500 ETF , Lennar Corp , Cognizant Technology Solutions Corp Class A , Lululemon Athletica Inc , Michael Kors Holdings Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for tvaax investment picks
  • Holdings: Ashtead Group PLC , Altran Technologies , Temenos Group AG , Ccl Industries Inc Cl B Common Stock Npv , Playtech PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
Sign-up for epikx investment picks
  • Holdings: Atlas Development & Support Services Ltd , Halliburton Co , Suncor Energy Inc , EOG Resources Inc , Anadarko Petroleum Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
Sign-up for pspfx investment picks
  • Holdings: Baidu, Inc. ADR , Samsung Electronics Co Ltd , Axis Bank Ltd GDR , Taiwan Semiconductor Manufacturing Co Ltd ADR , NetEase Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
Sign-up for usemx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
Sign-up for ctxbx investment picks
  • Holdings: American International Group Inc , Birchcliff Energy Ltd , Bank Of America Warrants Class-A , Citigroup Inc , Freddie Mac Pfd 8.375% ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for vafgx investment picks
  • Holdings: SPDR® S&P 500 ETF , Navigator Sentry Managed Volatility I , iShares S&P 500 Growth , iShares S&P 100 , SPDR® S&P China ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
Sign-up for NAVAX investment picks
  • Holdings: Apple Inc , US Treasury TIP , CVS Health Corp , Exxon Mobil Corporation , UnitedHealth Group Inc ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
Sign-up for ltwkx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
Sign-up for altcx investment picks
  • Holdings: Facebook Inc Class A , LinkedIn Corp Class A , Starbucks Corp , Priceline Group Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for dafgx investment picks
  • Holdings: Cisco Systems Inc , Procter & Gamble Co , Pfizer Inc , General Electric Co , Merck & Co Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for hbfbx investment picks
  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for lifnx investment picks
  • Holdings: Catamaran Corp , Affiliated Managers Group Inc , Perrigo Co PLC , Treehouse Foods Inc , Waste Connections Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for eimcx investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 1 Stars
Sign-up for ddbix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for clinx investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Dynamic Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for relex investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
Sign-up for wgvcx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for us66537u7265 investment picks
  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for pagax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for hhbcx investment picks
  • Holdings: Vivendi SA , Alliant Techsystems Inc , Ambac Financial Group Inc , NN Group NV , Green Brick Partners Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for evgbx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 1 Stars
Sign-up for cctex investment picks
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Funds From: crsgx - Cortina Small Cap Growth - Morningstar 1 Star Rated Fund to cctex - City National Rochdale CA Tax-Ex Bd N - Morningstar 1 Star Rated Fund
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