Funds From: prcox - T. Rowe Price Capital Opportunity - Large Blend to lmvtx - ClearBridge Value C - Large Blend


  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , JPMorgan Chase & Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Merck & Co Inc , Intel Corp , LyondellBasell Industries NV , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Schlumberger NV , Chevron Corp , Occidental Petroleum Corp , Halliburton Co ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , Praxair Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Chubb Corp , General Dynamics Corp , Bank of New York Mellon Corp , Royal Dutch Shell PLC ADR Class A , Royal Philips NV ADR ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Kongsberg Gruppen ASA , Teleperformance , Interserve PLC , Dufry AG , Ubisoft Entertainment ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , AstraZeneca PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: LM Ericsson Telephone Company Class B , McGraw Hill Financial Inc , Walt Disney Co , eBay Inc , Murata Mfg Co Ltd ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Ultimate Software Group Inc , Monolithic Power Systems Inc , H&E Equipment Services Inc , Athlon Energy Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% , Hornbeck Offshore Svcs Inc New 5.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Vanguard FTSE Emerging Markets ETF , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , S+p Mid 400 Emini Sep14 Xcme 20140919 , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Health Corp , DISH Network Corp , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fctcx investment picks
  • Holdings: East West Bancorp Inc , ITT Corp , Whiting Petroleum Corp , Chemtura Corp , Synopsys Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Invesco Ltd , Eli Lilly and Co , Comcast Corp Class A , Cisco Systems Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Citigroup Inc , Microsoft Corp , Amgen Inc , JPMorgan Chase & Co , EMC Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: prcox - T. Rowe Price Capital Opportunity - Large Blend to lmvtx - ClearBridge Value C - Large Blend
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