Funds From: sicyx - Western Asset Interm Maturity CA Muni I - Muni California Intermediate to blarx - Lord Abbett Multi-Asset Balanced Opp R3 - Moderate Allocation


  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for sicyx investment picks
  • Holdings: JPMorgan Chase & Co , Citigroup Inc , Royal Dutch Shell PLC Class A , General Electric Co , Morgan Stanley ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for acgjx investment picks
  • Holdings: Voya Global Bond R6 , Voya Large Cap Value R6 , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I , Voya High Yield Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for idsix investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for swcax investment picks
  • Holdings: Bny Mellon Cash Reserve Eod Fund , World Fuel Services Corp , Asbury Automotive Group Inc , Graphic Packaging Holding Co , Abercrombie & Fitch Co Class A ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for bpscx investment picks
  • Holdings: Gs Cayman Blocker , US TREASURY TIP , FHLMC CMO , US Treasury Bond 3.625% , Fannie Mae Single Family TBA 6% 2044-07-01 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
Sign-up for gccrx investment picks
  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for ptydx investment picks
  • Holdings: Liberty Interactive Corp Class A , SeaWorld Entertainment Inc , HMS Holdings Corp , Actavis PLC , Twenty-First Century Fox Inc Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for rsinx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for coeax investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for rcwgx investment picks
  • Holdings: QS Batterymarch US Lg Cap Eq IS , Legg Mason BW Diversified Lg Cp Val IS , Western Asset Core Plus Bond IS , ClearBridge Appreciation IS , ClearBridge Aggressive Growth IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for scgcx investment picks
  • Holdings: Verizon Communications Inc , Applied Materials Inc , Citigroup Inc , Freeport-McMoRan Inc , Anadarko Petroleum Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for slvrx investment picks
  • Holdings: Google Inc Class A , WellPoint Inc , First Republic Bank , Harley-Davidson Inc , U.S. Bancorp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for rgrcx investment picks
  • Holdings: SPDR S&P 500 , Virtus Premium AlphaSector I , GuideMark World ex-US Instl , Vanguard Total Stock Market ETF , iShares MSCI ACWI ex US ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for gptux investment picks
  • Holdings: PolyOne Corp , Watsco Inc , Huron Consulting Group Inc , Cubist Pharmaceuticals Inc , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for tsgux investment picks
  • Holdings: Sx002501 Cds Usd R F 5.00000 2 Ccpcdx , Sx002501 Cds Usd P V 00mevent 1 Ccpcdx , Goldman Sachs Abs Return Tracker Instl , Sx002504 Cds Usd R F 5.00000 2 Ccpcdx , Sx002504 Cds Usd P V 00mevent 1 Ccpcdx ,
  • Category: Multialternative
Sign-up for grpox investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Google Inc Class C , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rrgsx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
Sign-up for jitcx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Fibra Uno Administracion SA de CV Series 11 , Samsung Electronics Co Ltd , Hyundai Mobis Co Ltd , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for lemsx investment picks
  • Holdings: Remgro Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Infosys Ltd ADR , Banco Latinoamericano de Comercio Exterior SA Class E , Sasol Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for twemx investment picks
  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Emerging Markets Debt R6 , JPMorgan Mid Cap Equity R6 , JPMorgan Realty Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jdvsx investment picks
  • Holdings: Novartis AG , Roche Holding AG , Toyota Motor Corp , BP PLC ADR , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tfiix investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pagyx investment picks
  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH U.S. Value I , INTECH International I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jspmx investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , SABMiller PLC , Credicorp Ltd , Weichai Power Co Ltd Class H ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for temyx investment picks
  • Holdings: Illumina Inc , Twitter Inc , Intuitive Surgical Inc , Tesla Motors Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for itslx investment picks
  • Holdings: Apple Inc , Microsoft Corp , ConocoPhillips , Gilead Sciences Inc , American Express Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dtcax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for fpiox 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: Lord Abbett Intl Dividend Inc I , Lord Abbett High Yield I , Lord Abbett Mid Cap Stock I , Lord Abbett Calibrated Mid Cap Val I , Lord Abbett Convertible I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for blarx investment picks
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Funds From: sicyx - Western Asset Interm Maturity CA Muni I - Muni California Intermediate to blarx - Lord Abbett Multi-Asset Balanced Opp R3 - Moderate Allocation
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