Funds From: dfsmx - DFA Short Term Municipal Bond I to pctex - Putnam CA Tax Exempt Income A


  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for dfeqx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for dfusx investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
Sign-up for fcssx investment picks
  • Holdings: Aspen Technology, Inc., HSN, Inc., CommVault Systems, Inc., Middleby Corporation, Medidata Solutions, Inc.
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for fcpfx investment picks
  • Holdings: Equity, Bond
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for ftgmx investment picks
  • Holdings: Tesoro Corporation, Eastman Chemical Company, Gilead Sciences Inc, eBay Inc, Life Technologies Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for gtlox investment picks
  • Holdings: Equity, Bond, Great-West S&P 500® Index Init, Great-West International Index Init, Great-West S&P Mid Cap 400® Index Init, Great-West Bond Index Init, Great-West Federated Bond Init
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for mxnlx investment picks
  • Holdings: Equity, Bond, Great-West S&P 500® Index Init, Great-West International Index Init, MF Oppenheimer Developing Mrkts Fnd A, Great-West S&P Mid Cap 400® Index Init, Great-West S&P SmallCap 600® Index Init
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
Sign-up for mxslx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for hbnbx investment picks
  • Holdings: Citigroup Inc, JPMorgan Chase & Co, Pfizer Inc, Allstate Corp, Viacom, Inc. Class B
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ivksx investment picks
  • Holdings: MasterCard Incorporated Class A, Apple Inc, Visa, Inc., Gilead Sciences Inc
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for iyeyx investment picks
  • Holdings: Equity, Bond
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jdfnx investment picks
  • Holdings: American Funds IS Growth 1
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jaghx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co
  • Category: World Stock
Sign-up for us41015g1682 investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for jhyzx investment picks
  • Holdings: Equity, Bond, JPMorgan Value Advantage Instl
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for srjzx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for lbfax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mphax investment picks
  • Holdings: KDDI Corp., Danone, GlaxoSmithKline PLC, Kao Corporation, Roche Holding AG
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
Sign-up for minfx investment picks
  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for mcnfx investment picks
  • Holdings: Equity, Bond
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for pcsrx investment picks
  • Holdings: Equity, Bond, PL Large-Cap Value P, PL Comstock P, PL Main Street Core P, PL International Large-Cap P, PL Small-Cap Value P
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poerx investment picks
  • Holdings: Equity, Bond, Williams Companies Inc, Enterprise Products Partners LP, Verizon Communications Inc, Magellan Midstream Partners, L.P., Plains All American Pipeline LP
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for pgdix investment picks
  • Holdings: Equity, Bond, Principal Core Plus Bond I Institutional, Principal Bond & Mtg Securities Inst, Principal LargeCap Growth I Inst, Principal Bond Market Index Instl, Principal Large Cap Value I Inst
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for plwix investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
Sign-up for ltrlx investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for pplix investment picks
  • Holdings: Equity, Bond, Principal LargeCap Growth I Inst, Principal Large Cap Value I Inst, Principal Diversified Intl Inst, Principal Large Cap S&P 500 Index Inst, Principal Overseas Instl
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
Sign-up for ptenx investment picks
  • Holdings: Equity, Bond, Mltrfcf2 R Usl3m P 03/14/14 Ba, Ru10intr P Usl3m R 03/14/14 Ba, Cgputql2 R Usl3m P 02/13/14 Ci, Mbx.Fn30.650.67 P Usl1m R 01/12/38 Bc
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pjmdx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for pctex investment picks
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Funds From: dfsmx - DFA Short Term Municipal Bond I to pctex - Putnam CA Tax Exempt Income A
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