Funds From: bigrx - American Century Income & Growth Inv - Large Value to mvalx - Meridian Contrarian Legacy - Mid Blend


  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Apple Inc , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldcorp, Inc. , Barrick Gold Corp , Franco-Nevada Corp , Randgold Resources Ltd ADR , Newmont Mining Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: HSBC Holdings PLC , Tencent Holdings Ltd. , AIA Group Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Hitachi Ltd , Sanofi , Nippon Telegraph & Telephone Corp , Unilever PLC , Mallinckrodt PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Intel Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Dec14 , Apple Inc , Walt Disney Co , Citigroup Inc , LM Ericsson Telephone Company Class B ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: AT&T Inc , Verizon Communications Inc , American Electric Power Co Inc , Edison International , Public Service Enterprise Group Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Accenture PLC Class A , Diageo PLC ADR , Discovery Communications Inc , Oracle Corporation , TJX Companies ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Toyota Motor Corp , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Travelers Companies Inc , Procter & Gamble Co , Johnson & Johnson , Pfizer Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Morgan Stanley , Delta Air Lines Inc , General Dynamics Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for bgvax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Hewlett-Packard Co , Morgan Stanley , Delta Air Lines Inc , General Dynamics Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for bbgvx investment picks
  • Holdings: Twenty-First Century Fox Inc Class B , Microsoft Corp , Medtronic Inc , Merck & Co Inc , Symantec Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for bjbgx investment picks
  • Holdings: Norfolk Southern Corp , Xylem Inc , Verint Systems Inc , Hawaiian Electric Industries Inc , Gildan Activewear Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for mvalx investment picks
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Funds From: bigrx - American Century Income & Growth Inv - Large Value to mvalx - Meridian Contrarian Legacy - Mid Blend
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