Funds From: ncspx - Nuveen CA Municipal Bond I to nhsax - Neuberger Berman Short Dur Hi Inc A


  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc, Vodafone Group PLC ADR, Qualcomm, Inc., Seadrill Ltd, REXAM PLC
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: America Movil, S.A.B. de C.V. ADR, Wal - Mart de Mexico, S.A.B. de C.V. Class V, Itau Unibanco Holding SA ADR, Companhia de Bebidas das Americas Ambev ADR, Fomento Economico Mexicano SAB de CV ADR
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, American Funds IS Asset Allccation 1
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond, Principal Equity Income Inst, Principal Large Cap Growth Inst, Principal Diversified Intl Inst, Principal Capital Appreciation Inst, Principal Large Cap Value Inst
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Ansys, Inc., Priceline.com, Inc., Life Technologies Corp, Intuitive Surgical, Inc., Google, Inc. Class A
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Monsanto Company, LyondellBasell Industries NV, Ecolab, Inc., Air Products & Chemicals Inc, International Paper Co.
  • Category: Natural Res
  • Morningstar Rating: 4 Stars
Sign-up for fmfcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Sinclair Broadcast Group, Inc., Omega Healthcare Investors, Inc., Hasbro, Inc., Maxim Integrated Products Inc., Alliance Resource Partners LP
  • Category: Small Value
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  • Holdings: Equity, Bond, Financial Select Sector SPDR, Industrial Select Sector SPDR, Materials Select Sector SPDR, Consumer Discret Select Sector SPDR, Health Care Select Sector SPDR
  • Category: Long/Short Equity
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fgacx investment picks
  • Holdings: Equity, Bond, Conversus Capital Ord, Blackstone Group LP, Electra Private Equity Ord/Inc, KKR & Co LP, SVG Capital Ord
  • Category: Miscellaneous Sector
Sign-up for lpefx investment picks
  • Holdings: Marathon Petroleum Corp, International Paper Co., Valero Energy Corporation, Cigna Corp, Edison International
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, JHVIT Strategic Equity Allocation NAV, JHVIT Bond NAV
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jianx investment picks
  • Holdings: CoStar Group, Inc., United Rentals Inc, HomeAway Inc, Genesee & Wyoming, Inc. Class A
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Equity, Bond, United Therapeutics Corporation, Joy Global, Inc., Universal Corporation, Computer Sciences Corporation, AGCO Corp
  • Category: Long/Short Equity
Sign-up for garix investment picks
  • Holdings: Equity, Bond
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for sbnyx investment picks
  • Holdings: Chevron Corp, Chubb Corp, Dillards, Inc., Lockheed Martin Corporation, Discover Financial Services
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bwlix investment picks
  • Holdings: Nestle SA, Novo Nordisk A/S ADR, HSBC Holdings PLC ADR, SABMiller PLC, Diageo PLC
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for faoix investment picks
  • Holdings: Pfizer Inc, Vodafone Group PLC, Roche Holding AG, Microsoft Corporation, Sanofi
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jefgx investment picks
  • Holdings: iShares Core S&P Small-Cap ETF, Tanger Factory Outlet Centers, Eagle Materials, Inc., Gulfport Energy Corporation
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for psapx investment picks
  • Holdings: Equity, Bond, Invesco Balanced-Risk Allc R6
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for ianfx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for ftncx investment picks
  • Holdings: Equity, Bond
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for aiiix investment picks
  • Holdings: Chevron Corp, Wells Fargo & Co, Exxon Mobil Corporation, JPMorgan Chase & Co, Comcast Corp Class A
  • Category: Large Value
Sign-up for FLMLX investment picks
  • Holdings: Equity, Bond, JHVIT Bond PS Ser Ser NAV, JHVIT Strategic Equity Allocation NAV, JHVIT Equity-Income Trust Ser NAV, JHVIT Emerging Markets Value Tr Ser NAV, JHVIT Fundamental Value Trust Ser NAV
  • Category: Moderate Allocation
Sign-up for jlbix investment picks
  • Holdings: Symantec Corp, CA, Inc., Valeant Pharmaceuticals International Inc, Golar LNG, Ltd., Universal Health Services, Inc. Class B
  • Category: Mid-Cap Blend
Sign-up for vfpix investment picks
  • Holdings: Equity, Bond
  • Category: High Yield Bond
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Funds From: ncspx - Nuveen CA Municipal Bond I to nhsax - Neuberger Berman Short Dur Hi Inc A
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