Funds From: tefex - American Funds TaxExempt CA F2 to rtlex - Russell Tax-Managed US Large Cap E


  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Visa Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Fut Sept 14 , Tyler Technologies Inc , Universal Electronics Inc , Smith & Wesson Holding Corp , PBF Energy Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Ambev SA ADR , Petroleo Brasileiro SA Petrobras , Itausa Investimentos ITAÚ S.A. ,
  • Category: Latin America Stock
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Preferred Securities I , Eaton Vance Floating Rate I , Aberdeen High Yield Instl , UBS ETRACS Alerian MLP Infras ETN , Oppenheimer International Bond Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Masonite International Corp , Citigroup Inc , Bank of America Corporation , JPMorgan Chase & Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wal-Mart Stores Inc , Amazon.com Inc , Home Depot Inc , Priceline Group Inc , Lowe's Companies Inc ,
  • Category: Consumer Cyclical
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class C , Apple Inc , Gilead Sciences Inc , Corning Inc , Merck & Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Unum Group , Arrow Electronics Inc , Reinsurance Group of America Inc , Celanese Corp , Ingredion Inc ,
  • Category: Mid-Cap Value
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  • Holdings: SBA Communications Corp , United Rentals Inc , Universal Health Services Inc Class B , Harman International Industries Inc , Chipotle Mexican Grill Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI EAFE , iShares Core MSCI EAFE , iShares MSCI Germany , iShares Core MSCI Emerging Market , iShares Core S&P Mid-Cap ,
  • Category: World Allocation
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , Public Storage , Crown Castle International Corp , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Toyota Mtr Cr FRN , Apple Inc , Las Vegas Sands Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , iShares MSCI EAFE , HSBC Emerging Markets Debt I , JPMorgan High Yield Select , Columbia High Yield Bond Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Illumina Inc , Apple Inc , Amazon.com Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Synopsys Inc , Lam Research Corp , Teradyne Inc , Apple Inc , Check Point Software Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst , Principal Diversified Intl Inst ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Oracle Corporation , Honeywell International Inc , Schlumberger NV , Wells Fargo & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: tefex - American Funds TaxExempt CA F2 to rtlex - Russell Tax-Managed US Large Cap E
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