Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y - Muni National Short to iqhix - IQ Alpha Hedge Strategy Inst - Multialternative


  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Priceline Group Inc , Baidu Inc ADR , Google Inc Class A , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for magyx investment picks
  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pifix investment picks
  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay Epoch US All Cap I , MainStay Common Stock I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for mrttx investment picks
  • Holdings: 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 , TIAA-CREF Growth & Income Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for tftix investment picks
  • Holdings: Johnson & Johnson , Pfizer Inc , Merck & Co Inc , Bristol-Myers Squibb Company , Eli Lilly and Co ,
  • Category: Trading-Leveraged Equity
Sign-up for phpsx investment picks
  • Holdings: Pimco Cayman Commodity Fund Iii Ltd , 5 Year US Treasury Note Future Sept14 , US Treasury TIP , Irs Usd 0.750 06/18/14-2y Cme , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
Sign-up for kctcx investment picks
  • Holdings: Credit Suisse Group , Allianz SE , Honda Motor Co Ltd , Toyota Motor Corp , BNP Paribas ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for noiax investment picks
  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert International Equity I , Calvert Capital Accumulation I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for calcx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , Union Pacific Corp , Amdocs Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for whgdx investment picks
  • Holdings: Kennedy Wilson Europe Real Estate Plc , RenaissanceRe Holdings Ltd , Grafton Group PLC , TNT Express NV , Fairfax Financial Holdings Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for fkscx investment picks
  • Holdings: PIMCO Emerging Markets Currency Instl , US TREASURY TIP , US Treasury TIP , FNMA , US TREASURY TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for pzrmx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for cayax investment picks
  • Holdings: SBA Communications Corp , Intercontinental Exchange Inc , Whole Foods Market Inc , W W Grainger Inc , Xilinx Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for ggosx investment picks
  • Holdings: LyondellBasell Industries NV , Occidental Petroleum Corp , Johnson & Johnson , Merck & Co Inc , United Continental Holdings Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for cvcfx investment picks
  • Holdings: BlackRock Master Large Cap Growth Port ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mclhx investment picks
  • Holdings: LyondellBasell Industries NV , Monsanto Co , International Paper Co , Freeport-McMoRan Inc , Dow Chemical Co ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
Sign-up for icbmx investment picks
  • Holdings: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
Sign-up for cttrx investment picks
  • Holdings: Schlumberger NV , Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , General Electric Co , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for soptx investment picks
  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , International Business Machines Corp ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
Sign-up for wfqdx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for fsinx investment picks
  • Holdings: Apple Inc , Oracle Corporation , PepsiCo Inc , Microsoft Corp , EOG Resources Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for swlsx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mxfdx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for fxncx investment picks
  • Holdings: Universal Health Services Inc Class B , SanDisk Corp , Affiliated Managers Group Inc , IHS Inc Class A , VF Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lgorx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for wtrrx investment picks
  • Holdings: DexCom Inc , Armstrong World Industries Inc , WEX Inc , Swift Transportation Co , OpenTable Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for msgsx investment picks
  • Holdings: SPDR® Barclays Convertible Secs ETF , Vanguard Total Bond Market ETF , Payb Spdr Barclays Captl Conv Sec , Spdr Barclays Captl Conv Sec Etf Long Swap (Recv) , Vanguard Short-Term Bond ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for iqhix investment picks
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Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y - Muni National Short to iqhix - IQ Alpha Hedge Strategy Inst - Multialternative
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