Funds From: sdcsx - Deutsche California Tax-Free Income S to smibx - State Farm Small Cap Index B Legacy - Small Blend


  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Skandinaviska Enskilda Banken AB Class A , Morgan Stanley , Apple Inc , Goldman Sachs Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide HighMark Short Term Bd Instl , Nationwide Portfolio Complt Instl , Nationwide International Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Argentina Rep 8.28% , American Airlines Group Inc , Republic Of Argentina , NRG Energy Inc , Anadarko Petroleum Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AA PLC , ProSiebenSat 1 Media AG , Rexel SA , Teva Pharmaceutical Industries Ltd ADR , Barclays PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Pfizer Inc , Procter & Gamble Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , AT&T Inc , Target Corp , PG&E Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Gold Commodity In Ounces , Grupo Televisa SAB ADR , SMC Corp , KDDI Corp , Fanuc Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for hiayx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Microsoft Corp , Honeywell International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Fresenius Medical Care AG & Co. KGaA , Amphenol Corp Class A , Western Digital Corp , Express Scripts , Praxair Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Digital Realty Trust Inc , Dupont Fabros Technology Inc , Kilroy Realty Corp , Federal Realty Investment Trust ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
Sign-up for soaax investment picks
  • 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
Sign-up for dabcx investment picks
  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Intel Corp , American International Group Inc , AT&T Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for divix investment picks
  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Dollar Tree Stores Inc , Ametek Inc , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for dmcnx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Toyota Motor Corp , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Toyota Motor Corp , Vodafone Group PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Housing Development Finance Corp Ltd , AIA Group Ltd , Tata Consultancy Services Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Housing Development Finance Corp Ltd , AIA Group Ltd , Tata Consultancy Services Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 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: 1 Stars
Sign-up for htacx investment picks
  • Holdings: Novo Nordisk A/S Class B , Bayer AG , Novartis AG , SOFTBANK Corp , Prudential PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for aepcx investment picks
  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for aybfx investment picks
  • Holdings: Facebook Inc Class A , Roche Holding AG Dividend Right Cert. , Home Depot Inc , Gilead Sciences Inc , Royal Bank of Scotland Group (The) PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for aggix investment picks
  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for smibx investment picks
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Funds From: sdcsx - Deutsche California Tax-Free Income S to smibx - State Farm Small Cap Index B Legacy - Small Blend
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