Funds From: jpicx - JPMorgan CA Tax Free Bond Instl to rsehx - State Farm Small/Mid Cap Equity R3


  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Greencore Group PLC , Methanex Corp , Actavis PLC , WellPoint Inc , Symrise AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity® Series Infl-Prtct Bd Idx , Fidelity Advisor® Ser Equity-Income ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Ann Inc , Westar Energy Inc , LTC Properties Inc , Team Health Holdings Inc , Clarcor Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Ann Inc , Westar Energy Inc , LTC Properties Inc , Team Health Holdings Inc , Clarcor Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI EAFE Small-Cap , Celesio AG , Bankia S.A. , DCC PLC , Persimmon PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S Class B , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S Class B , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S Class B , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S Class B , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S Class B , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Taiwan Semiconductor Manufacturing Co Ltd ADR , Novo Nordisk A/S Class B , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: United Rentals Inc , Green Plains Inc , NXP Semiconductors NV , B/E Aerospace Inc , Whiting Petroleum Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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Funds From: jpicx - JPMorgan CA Tax Free Bond Instl to rsehx - State Farm Small/Mid Cap Equity R3
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