Funds From: sgvax - Western Asset Mortgage Backed Sec A LW to degix - Delaware Intl Value Equity A LW - Large Value


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Lazard Ltd , WEX Inc , Kansas City Southern Inc , Balchem Corp , Quanta Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S Class B , Amazon.com Inc , Microsoft Corp , Regeneron Pharmaceuticals Inc , United Continental Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Teva Pharmaceutical Industries Ltd ADR , CGI Group Inc Class A , Goldman Sachs Group Inc , Aryzta AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Microsoft Corp , Qualcomm Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Gold Commodity In Ounces , Randgold Resources Ltd ADR , Royal Gold Inc , Goldcorp Inc , Newcrest Mining Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Apple Inc , AbbVie Inc , Gilead Sciences Inc , CVS Health Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , AXA SA , Hitachi Ltd , Henkel AG & Co KGaA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Occidental Petroleum Corp , Cisco Systems Inc , Berkshire Hathaway Inc Class B , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , United Tech , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Bank of America Corporation , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Amdocs Ltd , Visa Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , MetLife Inc , Chevron Corp , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Visa Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PNC Financial Services Group Inc , Union Pacific Corp , L Brands Inc , JPMorgan Chase & Co , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 5 Stars
Sign-up for delix investment picks
  • Holdings: Wells Fargo & Co , Merck & Co Inc , Microsoft Corp , Verizon Communications Inc , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sbiex investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , CGI Group Inc Class A , Novartis AG , AXA SA , Nordea Bank AB ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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Funds From: sgvax - Western Asset Mortgage Backed Sec A LW to degix - Delaware Intl Value Equity A LW - Large Value
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