Funds From: CIPAX - American Funds Income Portfolio 529A - Conservative Allocation to mccax - MFS CA Municipal Bond C - Muni California Long


  • Holdings: American Funds American Hi Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Inc Bldr R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Holdings: S+p Mid 400 Emini Sep14 , United Rentals Inc , Hanesbrands Inc , Advance Auto Parts Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for FMDCX investment picks
  • Holdings: Actavis PLC , Gartner Inc Class A , Jones Lang LaSalle Inc , PerkinElmer Inc , SBA Communications Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for otcgx investment picks
  • Holdings: LaSalle Hotel Properties , Associated Banc-Corp , Unit Corp , ABM Industries Inc , EMCOR Group, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for ssgsx investment picks
  • Category: Multisector Bond
Sign-up for PIFFX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for CBNRX investment picks
  • Holdings: British American Tobacco PLC , Housing Development Finance Corp Ltd , SABMiller PLC , ITC Ltd , Sands China Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
Sign-up for PLCHX investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2041-2045
Sign-up for LTMBX investment picks
  • Holdings: Compass EMP Long/Short Strategies I , Compass EMP Market Neutral Income I , Compass EMP REC Enhanced Volatil Wtd I , Compass EMP Intl 500 Enh Volatil Wtd I , Compass EMP Cmdty Strats Enh Vltl Wtd I ,
  • Category: Multialternative
  • Morningstar Rating: 1 Stars
Sign-up for caiax investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for SHBAX investment picks
  • Holdings: MFS® Value R5 , MFS® Growth R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
Sign-up for LFICX investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , HSBC Holdings PLC , Nestle SA , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for EARSX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for camrx investment picks
  • Holdings: Voya US Bond Index I , Voya Intermediate Bond R6 , VY T. Rowe Price Capital Appreciation I , VY BlackRock Inflation Protected Bond I , Voya Short Term Bond R6 ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for ISOSX investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2031-2035
Sign-up for LFEUX investment picks
  • Holdings: International Business Machines Corp , Google Inc Class C , Verizon Communications Inc , Apple Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for FDTEX investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Danaher Corp , Visa Inc Class A , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for MFRLX investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
Sign-up for mrnsx investment picks
  • Holdings: Manning & Napier Pro-Blend Extnd Term I , Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2021-2025
Sign-up for MTOKX investment picks
  • Holdings: Mtn Group Ltd , Naspers Ltd Class N , OAO Gazprom ADR , Sasol Ltd , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for femcx investment picks
  • Holdings: PPL Corp , Comcast Corp Class A , Williams Companies Inc , NRG Energy Inc , EDP - Energias de Portugal SA ,
  • Category: Utilities
  • Morningstar Rating: 5 Stars
Sign-up for mmufx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for vriax investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for cemax investment picks
  • Holdings: Vanguard Total Bond Market ETF , Vanguard FTSE Europe ETF , Vanguard S&P 500 ETF , Vanguard Short-Term Bond ETF , iShares MSCI EAFE Minimum Volatility ,
  • Category: Tactical Allocation
Sign-up for TTAAX investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mfebx investment picks
  • Holdings: Exponent Inc , Sirona Dental Systems Inc , Copart Inc , Jack Henry & Associates, Inc , FactSet Research Systems, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for pksax investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for jmbax investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for fguax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
Sign-up for mccax investment picks
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Funds From: CIPAX - American Funds Income Portfolio 529A - Conservative Allocation to mccax - MFS CA Municipal Bond C - Muni California Long
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