Funds From: fgcsx - Federated Short-Interm Ttl Ret Bd Svc to pctex - Putnam CA Tax Exempt Income A


  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Floating Rate Income NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity Advisor® Ser Stk Sel Lg Cp Val ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Strayer Education Inc , OFG Bancorp , FactSet Research Systems, Inc. , Nabors Industries Ltd , Dana Holding Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Geospace Technologies Corp , Cabela's Inc , Carbo Ceramics Inc , Trinity Industries Inc , Evercore Partners Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: CSI Properties Ltd , Asia Standard Hotel Group Ltd , Soundwill Holdings Ltd , Dream Office Real Estate Invt Tr , Land Securities Group PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA International Small Cap Value I , DFA International Vector Equity I , OAO Gazprom ADR , China Construction Bank Corp H Shares , Reliance Industries Ltd ,
  • Category: Foreign Small/Mid Value
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  • Holdings: Cigna Corp , Ameriprise Financial Inc , Whiting Petroleum Corp , Hartford Financial Services Group Inc , Cadence Design Systems Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 4.25% , Peru Rep 9.91% , Serbia Treasury Bond, 10.00% Rsd , Romania(Rep Of) 5.75% , Sri Lanka Government Bond, 8.50% Lkr ,
  • Category: Currency
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  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay S&P 500 Index I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Keurig Green Mountain Inc , Salix Pharmaceuticals Ltd , Apple Inc , Actavis PLC , Jazz Pharmaceuticals PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of America Corporation , Apache Corporation , Oracle Corporation , FedEx Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Total Return Instl , Lord Abbett Core Fixed Income I , T. Rowe Price New Income , Janus Flexible Bond I , Metropolitan West Total Return Bond I ,
  • Category: World Allocation
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  • Holdings: Occidental Petroleum Corp , Linear Technology , Covidien PLC , AutoZone Inc , Norfolk Southern Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy I ,
  • Category: Bear Market
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya Large Cap Growth Portfolio I , Voya International Index I , Voya Large Cap Value Portfolio I , Voya US Stock Index I , Voya Russell Mid Cap Index I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electnc Pfd , Taiwan Semiconductor Manufacturing Co Ltd , China Mobile Ltd , Housing Development Finance Corp Ltd , Vale SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Japan Tobacco Inc ,
  • Category: Target Date 2051+
  • Morningstar Rating: 1 Stars
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  • Category: Long Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Donaldson Co Inc , Nordson Corp , Acuity Brands Inc , Ametek Inc , Moog Inc Class A ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Holdings: Imperial Tobacco Group PLC , Sanofi , Coca-Cola Co , Nestle SA , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for bibdx investment picks
  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Petroleo Brasileiro SA Petrobras ADR , BB Seguridade Participacoes SA , Ambev SA ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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Funds From: fgcsx - Federated Short-Interm Ttl Ret Bd Svc to pctex - Putnam CA Tax Exempt Income A
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