Funds From: PCTIX - PIMCO California Municipal Bond Instl - Muni California Long to TNAFX - Invesco Balanced-Risk Retire 2030 R6 - Target Date 2026-2030


  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Delta Lloyd N.V , MTU Aero Engines AG , Teleperformance , Lonza Group AG , Deutsche Wohnen AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Treehouse Foods Inc , PrivateBancorp Inc , Sonic Corp , Icon PLC , Silicon Laboratories Inc ,
  • Category: Small Growth
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Bristol-Myers Squibb Company , Lowe's Companies Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell 2000 , SPDR® S&P 500 ETF , Energy Select Sector SPDR® ETF , US Treasury Note 1.5% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Markel Corporation , Ross Stores Inc , Brown & Brown Inc , Brookfield Asset Management Inc Class A , Copart Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lennar Corp , Williams-Sonoma Inc , eBay Inc , Toll Brothers Inc , Michael Kors Holdings Ltd ,
  • Category: Large Growth
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  • Holdings: SPDR® S&P 500 ETF , Wells Fargo & Co , Apple Inc , Time Warner Inc , U.S. Bancorp ,
  • Category: Long/Short Equity
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR® S&P 500 ETF , Ulta Salon Cosmetics & Fragrances Inc , Integrys Energy Group Inc , Williams-Sonoma Inc , eBay Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR® S&P 500 ETF , Wells Fargo & Co , Apple Inc , Time Warner Inc , U.S. Bancorp ,
  • Category: Long/Short Equity
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , UnitedHealth Group Inc , Microsoft Corp , Anheuser-Busch Inbev SA , Occidental Petroleum Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , Trinity Industries Inc , Verizon Communications Inc , Noble Corp PLC , Chesapeake Energy Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Siderwinder Drilling 144A 9.75% , Hertz 7.5% , Paperworks Inds 144A 9.5% , Tempel Steel Company 144A 12% , Structured Asset Inv 2005-10 FRN ,
  • Category: Multialternative
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  • Holdings: JPMorgan Core Bond R6 , JPMorgan Disciplined Equity R6 , JPMorgan High Yield R6 , JPMorgan Inflation Managed Bond R6 , JPMorgan Corporate Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Popular Inc , Citigroup Inc , Willis Group Holdings PLC , American International Group Inc , iStar Financial Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Boeing Co , Oracle Corporation , UnitedHealth Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for MATIX investment picks
  • Holdings: 10yr Mini Jgb Fut Mar15 Xsim 20150310 , Euro-Bund Future Mar15 Xeur 20150306 , Yh5141124 Trs Usd R E Tyh5.Bd.Cbt , Yh5141124 Trs Usd P F .00000 , Long Gilt Future Mar15 Ifll 20150327 ,
  • Category: Managed Futures
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for mstix investment picks
  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Dividend Focus I , Manning & Napier Equity Income I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Conservative Allocation
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  • Holdings: Hartford Inflation Plus Y , Hartford World Bond Y , Hartford Total Return Bond Y , Hartford Global Real Asset Y , Hartford Real Total Return Y ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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Funds From: PCTIX - PIMCO California Municipal Bond Instl - Muni California Long to TNAFX - Invesco Balanced-Risk Retire 2030 R6 - Target Date 2026-2030
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