Funds From: swcax - Schwab CA Tax-Free Bond - Muni California Intermediate to hracx - Hartford Growth Allocation C - Aggressive Allocation


  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for swcax investment picks
  • Holdings: Jones Lang LaSalle Inc , Westinghouse Air Brake Technologies Corp , Carbo Ceramics Inc , International Flavors & Fragrances , Minerals Technologies Inc ,
  • Category: Small Growth
Sign-up for btsmx investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pblix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for jaflx investment picks
  • Holdings: JPMorgan Chase & Co , Amgen Inc , Bny Mellon Cash Reserve Eod Fund , EMC Corp , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for bpaix investment picks
  • Holdings: FNMA , FNMA , Exxon Mobil Corporation , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pdmax investment picks
  • Holdings: Synopsys Inc , Lam Research Corp , Apple Inc , Teradyne Inc , Check Point Software Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for scmix investment picks
  • Holdings: American Century International Gr Instl , American Century International Bd Instl , American Century Global Real Estate Inst , American Century Core Equity Plus Inst , iShares S&P GSCI Commodity-Indexed Trust ,
  • Category: World Allocation
Sign-up for agaex investment picks
  • Holdings: Opap SA , Asustek Computer Inc , AstraZeneca PLC , K+S AG , Statoil ASA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
Sign-up for sietx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class A , Procter & Gamble Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pacox investment picks
  • Holdings: Novartis AG , Total SA , Roche Holding AG , Johnson & Johnson , Axel Springer SE ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for tbhdx investment picks
  • Holdings: Bank of America Corporation , Biogen Idec Inc , Chicago Bridge & Iron Company , Westlake Chemical Corp , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gbtfx investment picks
  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for fdtcx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 5 Stars
Sign-up for uvabx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for pbiqx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
Sign-up for ltcax investment picks
  • Holdings: First Eagle Us Value Cayman Fd , Oracle Corporation , Microsoft Corp , Comcast Corp Class A , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fevcx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for jctfx investment picks
  • Holdings: Twenty-First Century Fox Inc Class A , Citigroup Inc , Google Inc Class A , Baidu Inc ADR , Blinkx PLC ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for glvix investment picks
  • Holdings: Exxon Mobil Corporation , Microsoft Corp , Cardinal Health Inc , PACCAR Inc , WellPoint Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for acmex investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ahycx investment picks
  • Holdings: Pilgrims Pride Corp , First Solar Inc , SunPower Corp , Delta Air Lines Inc , Flextronics International Ltd ,
  • Category: Long/Short Equity
Sign-up for rghvx investment picks
  • Holdings: BlackRock CoreAlpha Bond Investor A , Active Stock Master Portfolio , International Tilts Master , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for stldx investment picks
  • Holdings: Alexion Pharmaceuticals Inc , Biomarin Pharmaceutical Inc , Vertex Pharmaceuticals Inc , Roche Holding AG , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 5 Stars
Sign-up for pjhrx investment picks
  • Holdings: Bank Bradesco ADR , Grupo Televisa SAB ADR , PT Bank Mandiri Persero Tbk , Industrial And Commercial Bank Of China Ltd H Shares , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for gtdyx investment picks
  • Holdings: Total SA ADR , Telefonica SA ADR , Intel Corp , HSBC Holdings PLC ADR , ORANGE ADR ,
  • Category: World Stock
Sign-up for cwgdx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for lhyrx investment picks
  • Holdings: Hartford Global Capital Appreciation Y , Hartford Global Equity Income Y , Hartford Multi-Asset Income Y , Hartford Emerging Markets Research Y , Hartford World Bond Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hracx investment picks
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Funds From: swcax - Schwab CA Tax-Free Bond - Muni California Intermediate to hracx - Hartford Growth Allocation C - Aggressive Allocation
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