Funds From: cmnwx - Principal Capital Appreciation A to NSBAX - Nuveen Santa Barbara Dividend Growth A


  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 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: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Amerco Inc , Primoris Services Corporation , Tutor Perini Corp , SunOpta, Inc. , Berry Plastics Group Inc ,
  • Category: Small Blend
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  • Holdings: Amerco Inc , Primoris Services Corporation , Tutor Perini Corp , SunOpta, Inc. , Berry Plastics Group Inc ,
  • Category: Small Blend
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  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for opebx investment picks
  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Oppenheimer Ultra-Short Duration Y , US Treasury Note 0.75% , Starwood Property Trust, Inc. , PPL Corp , Comcast Corp Class A ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , US Treasury Note 0.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , US Treasury Note 0.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , US Treasury Note 0.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , US Treasury Note 0.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , US Treasury Note 0.75% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Biogen Idec Inc , US Treasury Note 0.75% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nbdrx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for nsbrx investment picks
  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nsbax investment picks
  • Holdings: Microsoft Corp , Apple Inc , Wells Fargo & Co , CVS Health Corp , Kinder Morgan, Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for NSBAX investment picks
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Funds From: cmnwx - Principal Capital Appreciation A to NSBAX - Nuveen Santa Barbara Dividend Growth A
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