Funds From: shrcx - Western Asset California Municipals A LW to phblx - Virtus Balanced A Load Waived - Large Blend


  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , HSBC Holdings PLC , AIA Group Ltd , SOFTBANK Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , AXA SA , iShares MSCI EAFE ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Tesla Motors Inc , ServiceNow Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: Alere Inc , E*Trade Financial Corp , Abercrombie & Fitch Co Class A , LPL Financial Holdings Inc , AmTrust Financial Services Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , SK Hynix Inc , Priceline Group Inc , Baidu Inc ADR , Gilead Sciences Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: DCC PLC , Micro Focus International PLC , IG Group Holdings PLC , Paramount Resources Ltd Class A , MorphoSys AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: PNC Financial Services Group Inc , U.S. Bancorp , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard FTSE Emerging Markets ETF , Us 2yr Note (Cbt) Dec14 Xcbt 20141231 , S+p Mid 400 Emini Dec14 Xcme 20141219 , Us Long Bond(Cbt) Dec14 Xcbt 20141219 , US Treasury Note 0.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Intel Corp , Wells Fargo & Co , Apple Inc , American International Group Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Toyota Motor Corp , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Apple Inc , Acuity Brands Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: DENTSPLY International Inc , ITC Holdings Corp , Mednax Inc , Waste Connections Inc , Quanta Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Goodyear Tire & Rubber Co , MasterCard Inc Class A , Alaska Air Group Inc , Lincoln National Corp , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Funds From: shrcx - Western Asset California Municipals A LW to phblx - Virtus Balanced A Load Waived - Large Blend
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