Funds From: cmncx - Principal Capital Appreciation C - Large Blend to trcvx - TIAA-CREF Large-Cap Value Idx Retire - Large Value


  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Costco Wholesale Corp , Sempra Energy ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Capital Appreciation Inst , Principal Large Cap Growth Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Global Multi-Strategy Instl ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , G & K Services Inc Class A , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Sonic Corp , Icon PLC , Silicon Laboratories Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , G & K Services Inc Class A , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Digital Realty Trust Inc , Deere & Co , Fidelity National Financial Inc , Marathon Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Global Multi-Strategy Instl , Principal MidCap Institutional ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal Large Cap Growth Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Income Instl , Principal Equity Income Inst , Principal Large Cap Growth Inst , Principal LargeCap Value Inst , Principal Government & High Qual Bd Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SunEdison Inc , Portfolio Recovery Associates Inc , Centene Corp , Skyworks Solutions Inc , Umpqua Holdings Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG ADR , Nestle SA ADR , Pentair PLC , Grupo Televisa SAB ADR , Nidec Corp ADR ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Dollar Tree Stores Inc , CareFusion Corp , Team Health Holdings Inc , Fiserv Inc , Allegiant Travel Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Waddell & Reed Vanguard Y , Waddell & Reed New Concepts Y , Waddell & Reed Global Growth Y , Waddell & Reed Small Cap Y , Waddell & Reed Core Investment Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wagrx investment picks
  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Global Bond Y , Waddell & Reed Bond Y , Waddell & Reed Value Y , Toyota Mtr Cr FRN ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wicax investment picks
  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Vanguard Y , Waddell & Reed Global Growth Y , Waddell & Reed Global Bond Y , Waddell & Reed New Concepts Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for wblax investment picks
  • Holdings: Comcast Corp Class A , Medtronic Inc , Applied Materials Inc , Apple Inc , Becton Dickinson & Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 1 Stars
Sign-up for vsvcx investment picks
  • Holdings: Applied Materials Inc , Wal-Mart Stores Inc , Bank of America Corporation , Citigroup Inc , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for vbfcx investment picks
  • Holdings: Johnson & Johnson , Berkshire Hathaway Inc Class B , Procter & Gamble Co , Verizon Communications Inc , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for trscx investment picks
  • Holdings: iShares Russell 2000 , Isis Pharmaceuticals , Brunswick Corp , Triquint Semiconductor , RF Micro Devices Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for trbix investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trspx investment picks
  • Holdings: Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Wells Fargo & Co , General Electric Co , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for trcvx investment picks
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Funds From: cmncx - Principal Capital Appreciation C - Large Blend to trcvx - TIAA-CREF Large-Cap Value Idx Retire - Large Value
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