Funds From: clfdx - Invesco CA Tax-Free Income Y - Muni California Long to aaeqx - Cavanal Hill US Lg Cp Eq A Load Waived - Large Growth


  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Tencent Holdings Ltd. , Beijing Enterprises Water Group Ltd , Ping An Insurance Group H Shares , Melco International Development Ltd , Galaxy Entertainment Group Ltd ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR S&P 500 , Frost Total Return Fund , iShares MSCI EAFE , Vanguard Small Cap ETF , Vanguard Total Bond Market Index Adm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank Bradesco ADR , Grupo Televisa SAB ADR , PT Bank Mandiri Persero Tbk , Industrial And Commercial Bank Of China Ltd H Shares , BMF Bovespa SA Bolsa Valores Merc Fut ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Raytheon Co , Zions Bancorp , Intel Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Heineken NV , General Mills Inc , Walgreen Co , Campbell Soup Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Anheuser-Busch Inbev SA , Japan Tobacco Inc , Prudential PLC , Shire PLC , AIA Group Ltd ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Market Neutral
  • Morningstar Rating: 5 Stars
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  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Occidental Petroleum Corp , Chevron Corp , Anadarko Petroleum Corp , Apache Corporation , Devon Energy Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 2 Stars
Sign-up for us7468592719 investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Wells Fargo & Co , Medtronic Inc , Directv ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Aryzta AG , Linedata Services , Danieli & C Officine Meccaniche SpA Rsp , DCC PLC , MorphoSys AG ,
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Jazz Pharmaceuticals PLC , Cubist Pharmaceuticals Inc , Manhattan Associates Inc , HFF Inc Class A , Greenbrier Companies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 1-3 Year Credit Bond , SPDR Barclays Capital Short Term Corp Bd , PIMCO 0-5 Year High Yld Corp Bd Idx ETF , SPDR BarCap ST High Yield Bond ETF , ALPS RiverFront Strategic Income ,
  • Category: Conservative Allocation
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Salix Pharmaceuticals Ltd , Constellation Brands Inc Class A , Henry Schein Inc , Tupperware Brands Corp , Energen Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: AvalonBay Communities Inc , Land Securities Group PLC , Simon Property Group Inc , Essex Property Trust Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Danaher Corp , EMC Corp , Praxair Inc , Texas Instruments Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: clfdx - Invesco CA Tax-Free Income Y - Muni California Long to aaeqx - Cavanal Hill US Lg Cp Eq A Load Waived - Large Growth
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