Funds From: imnax - Transamerica Global Equity A - Foreign Large Blend to frctx - Franklin CA Tax-Free Income C - Muni California Long


  • Holdings: Google Inc , JPMorgan Chase & Co , Microsoft Corp , Korea Electric Power Corp ADR , Novartis AG ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for rbbcx investment picks
  • Holdings: AIA Group Ltd , Jardine Matheson Holdings Ltd , Singapore Technologies Engineering Ltd , United Overseas Bank Ltd , Hong Kong Exchange Cv 0.5% ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for micsx investment picks
  • Holdings: Fidelity® Total Bond , Fidelity® Series Broad Market Opps , Fidelity Advisor® International Discv I , Fidelity® Equity-Income , Fidelity® Large Cap Stock ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for firwx investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for wfdmx investment picks
  • Holdings: iShares iBoxx $ High Yield Corporate Bd , iShares iBoxx $ Invst Grade Crp Bond , Long Term Euro BTP Future Dec14 , iShares MSCI EAFE , US TREASURY TIP ,
  • Category: Conservative Allocation
Sign-up for maidx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World Gr&Inc R6 , American Funds Global Balanced R6 ,
  • Category: Aggressive Allocation
Sign-up for cthax investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for ipeix investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
Sign-up for fkusx investment picks
  • Holdings: Invesco Cayman Commodity , Canada 10 Yr Bond Future , Long Gilt Future , Aust 10 Yr Bond Future , Euro Bond Future ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for abrix investment picks
  • Holdings: Kindred Healthcare Inc , UniFirst Corp , DeVry Education Group Inc , Independent Bank Corp , First Financial Bankshares Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for wsvrx investment picks
  • Category: World Bond
  • Morningstar Rating: 5 Stars
Sign-up for choix investment picks
  • Holdings: Mtn Group Ltd , Aspen Pharmacare Holdings Ltd , Consolidated Infrastructure Group Ltd , Afrimat Ltd , Uac Of Nigeria PLC ,
  • Category: Miscellaneous Region
Sign-up for nafax investment picks
  • Holdings: InterOil Corp , Randgold Resources Ltd ADR , UMH Properties Inc , Chimera Investment Corp , Cavco Industries Inc ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
Sign-up for smmvx investment picks
  • Holdings: US Treasury Note 0.75% , Occidental Petroleum Corp , Cisco Systems Inc , Apple Inc , US Treasury Note ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for dboax investment picks
  • Holdings: Wells Fargo & Co , America Movil SAB de CV Class L , Procter & Gamble Co , Oracle Corporation , Coca-Cola Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for jppax investment picks
  • Holdings: PF Managed Bond P , PF Short Duration Bond P , PF Large-Cap Value P , PF Inflation Managed P , PF Floating Rate Loan P ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pobax investment picks
  • Holdings: Advance Auto Parts Inc , Alkermes PLC , Robert Half International Inc , Equifax Inc , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hambx investment picks
  • Holdings: Enbridge Inc , AltaGas Ltd , Cabot Oil & Gas Corp Class A , Cimarex Energy Co , Murphy Oil Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
Sign-up for ssgdx investment picks
  • Holdings: iShares US Preferred Stock , SPDR® S&P Dividend ETF , General Electric Co , Exxon Mobil Corporation , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for hdcax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for jfiax investment picks
  • Holdings: Pegatron Corp , Oi Sa Pfd , Emlak Konut Gayrimenkul Yatirim Ortakligi AS , Bank Of Communications Co Ltd , Bouygues ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for sietx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd , AIA Group Ltd , China Construction Bank Corp H Shares , Cheung Kong Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 4 Stars
Sign-up for jchsx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Royal Dutch Shell PLC Class A , Morgan Stanley ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for acetx investment picks
  • Holdings: Portland General Electric Co , CYS Investments Inc , Iconix Brand Group Inc , Dana Holding Corp , Helix Energy Solutions Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for jsvrx investment picks
  • Holdings: Hitachi Ltd , Samsung Electnc Pfd , Sanofi , FUJIFILM Holdings Corp , CRH PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tivfx investment picks
  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Corporate Bond R6 , JPMorgan Inflation Managed Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
Sign-up for jsfix investment picks
  • Holdings: Active Stock Master Portfolio , BlackRock CoreAlpha Bond Investor A , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for lpsdx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for frctx investment picks
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Funds From: imnax - Transamerica Global Equity A - Foreign Large Blend to frctx - Franklin CA Tax-Free Income C - Muni California Long
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