Funds From: etiix - Eaton Vance TxAdvtg Bd Strat IntermTrm I to mcftx - MFS CA Municipal Bond A


  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: FlexShares iBoxx 3Yr Target Dur TIPS ETF , iShares S&P 500 Value , Vanguard FTSE All-World ex-US ETF , PIMCO 1-5 Year US TIPS Index ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
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  • Holdings: Intel Corp , Broadcom Corporation , Analog Devices Inc , Altera Corp. , Maxim Integrated Products Inc. ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Citigroup Inc , Suncor Energy Inc , Goldman Sachs Group Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Ltd. , ManpowerGroup , ING US Inc , Regions Financial Corporation , Huntington Bancshares Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corporation , Verizon Communications Inc , Swiss Re AG , ConocoPhillips , Johnson & Johnson ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: -1 Stars
Sign-up for LWOAX investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd. , China Construction Bank Corp H Shares ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for fercx investment picks
  • Holdings: Vodafone Group PLC , HSBC Holdings PLC , Royal Dutch Shell PLC Class A , BNP Paribas , Mitsubishi UFJ Financial Group, Inc. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Hospitality Properties Trust , Senior Housing Properties Trust , Liberty Property Trust , Health Care REIT, Inc. , AT&T Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for tveix investment picks
  • Holdings: Weitz Partners III Opportunity Instl , FPA Crescent , Touchstone Merger Arbitrage Instl , Robeco Boston Partners L/S Equity Instl , Convergence Core Plus Institutional ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
Sign-up for ekvax investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Viacom, Inc. Class B , eBay Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ACEIX investment picks
  • Holdings: Facebook Inc Class A , Google Inc Class A , Gilead Sciences Inc , Green Mountain Coffee Roasters, Inc. , Microsoft Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: General Motors Co , Wells Fargo & Co , Intel Corp , American International Group Inc , Applied Materials, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Oasis Petroleum Inc , Cisco Systems Inc , Scripps Networks Interactive Inc , Herbalife, Ltd. , Qualcomm, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2051+
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for opatx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for TIBDX investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Johnson & Johnson , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for favcx investment picks
  • Holdings: Visa, Inc. Class A , Google, Inc. Class A , Priceline.com, Inc. , Amazon.com Inc , Salesforce.com, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for maglx investment picks
  • Holdings: Cognizant Technology Solutions Corporation Class A , H.B. Fuller Company , Herbalife, Ltd. , United Therapeutics Corporation , IAC/InterActiveCorp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: -1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: -1 Stars
Sign-up for fxnax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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Funds From: etiix - Eaton Vance TxAdvtg Bd Strat IntermTrm I to mcftx - MFS CA Municipal Bond A
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