Funds From: mcftx - MFS CA Municipal Bond A to acdex - Alpha Defensive Alternatives I


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , Service Corp International Inc , Comcast Corp Class A , General Motors Co , Ford Motor Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares Core S&P Small-Cap , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Capital One Financial Corp , Applied Materials Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Growth ETF , Vanguard Small Cap Growth ETF , iShares 7-10 Year Treasury Bond , Vanguard Short-Term Bond ETF , JPMorgan Alerian MLP Index ETN ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Prologis Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , PNC Financial Services Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for aeurx investment picks
  • Holdings: The Middleby Corp , Acuity Brands Inc , Old Dominion Freight Lines , Watsco Inc , Envestnet Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Oracle Corporation , Hewlett-Packard Co , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ceuax investment picks
  • Holdings: General Electric Co , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for tclcx investment picks
  • Holdings: Vantagepoint Core Bond Index T , Vantagepoint Diversifying Strategies T , Vantagepoint Growth & Income T , Vantagepoint Equity Income T , Vantagepoint International T ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for vptgx investment picks
  • Holdings: Sempra Energy , Edison International , NiSource Inc , ITC Holdings Corp , Broadcom Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for favfx investment picks
  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
Sign-up for iveix investment picks
  • Holdings: MasterCard Inc Class A , Partners Group Holding , Galaxy Entertainment Group Ltd , Catamaran Corp , Gildan Activewear Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for cotfx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , AutoNation Inc , Dreamworks Animation SKG Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for knpax investment picks
  • 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: Gilead Sciences Inc , Merck & Co Inc , Actavis PLC , Johnson & Johnson , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
Sign-up for iiinx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
Sign-up for arsrx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya US Bond Index I , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for afxyx investment picks
  • Holdings: France(Govt Of) 1% , Germany (Federal Republic Of) 0.25% , Portugal(Rep Of) 4.45% , Italy(Rep Of) 3.5% , Spain(Kingdom Of) 4.5% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for mfiax investment picks
  • Holdings: JHancock Absolute Return Currency I , DWS RREEF Global Infrastructure Inst , Avenue Credit Strategies Institutional , Westwood Income Opportunity Instl , Osterweis Strategic Income ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for acdex investment picks
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Funds From: mcftx - MFS CA Municipal Bond A to acdex - Alpha Defensive Alternatives I
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