Funds From: cnscx - Invesco Convertible Securities C - Convertibles to sqcmx - Principal California Municipal B - Muni California Long


  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Bk Amer Pfd , Wells Fargo & Co, San Francisco Ca Pfd , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Galaxy Entertainment Group Ltd , SK Telecom Co Ltd , Samsung Electronics Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Holdings: Hyundai Motor Co , MediaTek Inc , Samsung Electronics Co Ltd , Cemex Sab De Cv Cv 3.25% , Tata Consultancy Services Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Lockheed Martin Corp , Pepco Holdings Inc , Kraft Foods Group Inc , Altria Group Inc , Total SA ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Coca-Cola Enterprises Inc , Silgan Holdings Inc , Actavis PLC , Halliburton Co , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , India Fund Inc Common , China Am Hk , Taiwan Semiconductor Manufacturing Co Ltd ADR , HDFC Bank Ltd ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Johnson Controls Inc , Eaton Corp PLC , Cosan Ltd , Covanta Holding Corp , Quanta Services Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: Aozora Bank Ltd , Smurfit Kappa Group PLC , Cermaq ASA , Buzzi Unicem , PureCircle Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bond ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
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  • Holdings: Questcor Pharmaceuticals Inc , UnitedHealth Group Inc , Hewlett-Packard Co , Apple Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Franco-Nevada Corp , Torex Gold Resources Inc , Agnico Eagle Mines Ltd , Eldorado Gold Corp , Detour Gold Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: KKR & Co LP , Reliance Steel and Aluminum , FLIR Systems Inc , State Street Corp , Cintas Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for dmusx investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Yelp Inc Class A , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for iphsx investment picks
  • Holdings: Exxon Mobil Corporation , Tyson Foods Inc Class A , JPMorgan Chase & Co , Avago Technologies Ltd , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: American International Group Inc , Citigroup Inc , POSCO , Bank of America Corporation , Munchener Ruck AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Honeywell International Inc , Schlumberger NV , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rtlcx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
Sign-up for pfsrx investment picks
  • Holdings: Pfizer Inc , General Electric Co , Exxon Mobil Corporation , Citigroup Inc , Apple Inc ,
  • Category: Large Blend
Sign-up for rlccx investment picks
  • Holdings: Virtus Global Dividend I , Virtus Global Commodities Stock I , Virtus Intl Real Estate Securities I , Virtus Real Estate Securities I , PowerShares DB G10 Currency Harvest ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mbhqx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hyundai Motor Co , Saic Motor Corp Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for jaqix investment picks
  • Holdings: Apple Inc , Google Inc Class C , Comcast Corp Class A , Starbucks Corp , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jgocx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
Sign-up for sqcmx investment picks
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Funds From: cnscx - Invesco Convertible Securities C - Convertibles to sqcmx - Principal California Municipal B - Muni California Long
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