Funds From: alcax - AB Municipal Income California A - Muni California Intermediate to hflax - Hartford Floating Rate A Load Waived - Bank Loan


  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: DexCom Inc , Graphic Packaging Holding Co , Tyler Technologies Inc , Casey's General Stores Inc , Alkermes PLC ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , MetLife Inc , JPMorgan Chase & Co , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Health Care REIT, Inc. , Public Storage , Boston Properties Inc , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Financial Select Sector SPDR® ETF , Consumer Staples Select Sector SPDR® ETF , Utilities Select Sector SPDR® ETF , Consumer Discret Sel Sect SPDR® ETF , Energy Select Sector SPDR® ETF ,
  • Category: Large Blend
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Strayer Education Inc , Brocade Communications Systems Inc , OFG Bancorp , JetBlue Airways Corp , FactSet Research Systems, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , ConocoPhillips , Anadarko Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Western Digital Corp , Baidu Inc ADR , SK Hynix Inc , Fidelity National Information Services Inc ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for mdlox investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Itau Unibanco Holding SA ADR , Hengan International Group Co Ltd , Industrial And Commercial Bank Of China Ltd , SK Telecom Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , Total SA , AstraZeneca PLC , Prudential PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Home Depot Inc , JPMorgan Chase & Co , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Japan Airlines Co Ltd , Sinclair Broadcast Group Inc , Houghton Mifflin Harcourt Company , UnitedHealth Group Inc , Orbitz Worldwide Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Hartford Financial Services Group Inc , Japan Tobacco Inc , Toshiba Corp , American International Group Inc , Micron Technology Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Royal Dutch Shell PLC ADR Class A , Anheuser-Busch Inbev SA , Citigroup Inc , AIA Group Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Celgene Corp , Actavis PLC , AstraZeneca PLC , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for PHLMX investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , China Mobile Ltd ADR , Baidu Inc ADR , America Movil SAB de CV ADR , Itau Unibanco Holding SA ADR ,
  • Category: Trading-Leveraged Equity
Sign-up for uupsx investment picks
  • Holdings: American International Group Inc , Masonite International Corp , Bank of America Corporation , JPMorgan Chase & Co , Citigroup Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for opitx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for hflax investment picks
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Funds From: alcax - AB Municipal Income California A - Muni California Intermediate to hflax - Hartford Floating Rate A Load Waived - Bank Loan
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