Funds From: psrwx - PIMCO Senior Floating Rate C - Bank Loan to ccaox - Columbia California Tax-Exempt C - Muni California Long


  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for psrwx investment picks
  • Holdings: ConocoPhillips , Intel Corp , Ford Motor Co , AT&T Inc , MetLife Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for nfjex investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Prologis Inc , Essex Property Trust Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
Sign-up for posix investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series High Income ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 2 Stars
Sign-up for ffvtx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Texas Pacific Land Trust , Wendy's Co Class A , DREAM Unlimited Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for kscyx investment picks
  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Enh Lg Cp Gr Idx Inst , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Enh Lg Cp Val Idx Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for timrx investment picks
  • Holdings: Schlumberger NV , Hitachi Ltd , Novartis AG ADR , Samsung Electnc Pfd , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for tivfx investment picks
  • Holdings: American Funds Washington Mutual R6 , American Funds US Government Sec R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for rddtx investment picks
  • Holdings: Simon Property Group Inc , Boston Properties Inc , Ventas Inc , General Growth Properties Inc , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for rrrrx investment picks
  • Holdings: iShares Russell 2000 , US TREASURY TIP , iShares MSCI Emerging Markets , GameStop Corp Class A , Quest Diagnostics Inc ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gdcfx investment picks
  • Holdings: Biogen Idec Inc , Comcast Corp Class A , Apple Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pgwax investment picks
  • Holdings: Universal Health Services Inc Class B , Precision Castparts Corp , United Rentals Inc , Willis Group Holdings PLC , IPG Photonics Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for wpscx investment picks
  • Holdings: Liberty Global PLC Class C , Rowan Companies PLC , General Motors Co , Take-Two Interactive Software Inc , Weatherford International Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for gwscx investment picks
  • Holdings: Signature Bank , Cathay General Bancorp , ALLETE Inc , HCC Insurance Holdings Inc , Littelfuse Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for mxlsx investment picks
  • Holdings: Cognex Corp , Acuity Brands Inc , DexCom Inc , Bruker Corp , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for artsx investment picks
  • Holdings: Federated Investors, Inc. Class B , Unit Corp , Pason Systems Inc , Reliance Steel and Aluminum , Circor International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for ryohx investment picks
  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , Voya Large Cap Growth Portfolio I , VY T. Rowe Price Capital Appreciation I ,
  • Category: Target Date 2036-2040
Sign-up for isnlx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for srjsx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
Sign-up for bprax investment picks
  • Holdings: AmorePacific Corp , Ping An Insurance Group H Shares , Delta Electronics Inc , Dongbu Insurance Co Ltd , Central Pattana PLC ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
Sign-up for maptx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ptuix investment picks
  • Holdings: Skyworks Solutions Inc , Halliburton Co , Walgreen Co , Paychex Inc , Alaska Air Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for gtllx investment picks
  • Holdings: Williams Companies Inc , Schlumberger NV , MetLife Inc , Applied Materials Inc , Berkshire Hathaway Inc Class B ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for atafx investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Pfizer Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cdorx investment picks
  • Holdings: Microsoft Corp , Johnson & Johnson , Schlumberger NV , United Technologies Corp , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for scscx investment picks
  • Holdings: Willis Group Holdings PLC , Cimarex Energy Co , Hub Group Inc Class A , Boston Scientific Inc , Brown & Brown Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for dhmix investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 5 Stars
Sign-up for parjx investment picks
  • Holdings: US Treasury Bond 3.75% , US Treasury Note 0.25% , US Treasury Note 2.75% , US Treasury Bond 3.875% , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for glrix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for tgcfx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for ccaox investment picks
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Funds From: psrwx - PIMCO Senior Floating Rate C - Bank Loan to ccaox - Columbia California Tax-Exempt C - Muni California Long
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