Funds From: adgax - AllianceBern Core Opportunities A to acpix - American Century Capital Val Instl


  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , CVS Health Corp , Allergan Inc , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Exxon Mobil Corporation , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 1 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianzGI Convertible Institutional , PIMCO Emerging Local Bond Instl , Enbridge Energy Management LLC , Energy Transfer Partners LP , Williams Partners LP ,
  • Category: Tactical Allocation
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  • Holdings: Loews Corp , CMS Energy Corp , PPL Corp , Westar Energy Inc , Wisconsin Energy Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: PowerShares Dynamic Pharmaceuticals ETF , Guggenheim S&P 500® Pure Value ETF , SPDR® S&P Transportation ETF , ProShares Large Cap Core Plus , iShares US Technology ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: PowerShares Dynamic Pharmaceuticals ETF , Guggenheim S&P 500® Pure Value ETF , SPDR® S&P Transportation ETF , ProShares Large Cap Core Plus , iShares US Technology ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: PowerShares Dynamic Pharmaceuticals ETF , Guggenheim S&P 500® Pure Value ETF , SPDR® S&P Transportation ETF , ProShares Large Cap Core Plus , iShares US Technology ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for actix investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: adgax - AllianceBern Core Opportunities A to acpix - American Century Capital Val Instl
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