Funds From: mccax - MFS CA Municipal Bond C to opecx - Oppenheimer Capital Income C - Large Value


  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Jacksonville Fla Spl Rev Spl Rev B 5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Philadelphia Pa Pkg Auth 5.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Mednax Inc , Avnet Inc , Comerica Inc , Parker Hannifin Corp , Regal-Beloit Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% , Connecticut St Go Ref Bd 5% , Citizens Ppty Ins Corp Fla High Risk 5% , Texas A & M Univ Revs Rev Finan 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , Ross Stores Inc , Brookfield Asset Management Inc Class A , Copart Inc , Brown & Brown Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Deutsche Telekom AG , Iberdrola SA , GlaxoSmithKline PLC , Unilever PLC , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Westinghouse Air Brake Technologies Corp , Church & Dwight Company, Inc. , Polaris Industries Inc , AptarGroup, Inc. , Icon PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Lowe's Companies Inc , Comcast Corp Class A , Honeywell International Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
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  • Holdings: Pear Tree PanAgora Risk Prty EMkts Instl , Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , China Construction Bank Corp H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • 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
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  • Holdings: Wells Fargo & Co , Home Depot Inc , CVS Health Corp , Genuine Parts Co , Coca-Cola Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: O'Reilly Automotive Inc , RPC Inc , Diebold Inc , Interpublic Group of Companies, Inc , Circor International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Actavis PLC , Qualcomm Inc , EMC Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Viacom Inc Class A , CBS Corp Class A , Directv , Honeywell International Inc , American Express Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , Johnson & Johnson ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Twenty-First Century Fox Inc Class A , Directv , Ametek Inc , American Express Co , Deere & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , MasterCard Inc Class A , Microsoft Corp , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International PLC , General Electric Co , Royal Dutch Shell PLC ADR Class A ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Fed Natl Mort Assc 4% , Oppenheimer Ultra-Short Duration Y , Fed Natl Mort Assc 3.5% , PPL Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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Funds From: mccax - MFS CA Municipal Bond C to opecx - Oppenheimer Capital Income C - Large Value
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