Funds From: vscax - Invesco SmallCapValue A Load Waived to mdfox - BlackRock Focus Growth Inv A LW


  • Holdings: Alere Inc , E*Trade Financial Corp , Abercrombie & Fitch Co Class A , LPL Financial Holdings Inc , AmTrust Financial Services Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , HSBC Hldgs (UK) (2nd) , Allianz SE , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp , HSBC Holdings PLC , Roche Holding AG Dividend Right Cert. , AIA Group Ltd , Unilever NV DR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Digital Corp , Citigroup Inc , Capital One Financial Corp , SanDisk Corp , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Lam Research Corp , Synopsys Inc , Teradyne Inc , Apple Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: MSCI Inc , Heartland Payment Systems Inc , Techne Corp , DineEquity Inc , Ulta Salon Cosmetics & Fragrances Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , Jacksonville Fla Spl Rev Spl Rev B 5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Philadelphia Pa Pkg Auth 5.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: General Electric Co , Pfizer Inc , Exxon Mobil Corporation , Merck & Co Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Viacom Inc Class A , CBS Corp Class A , Directv , Honeywell International Inc , American Express Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Focus Growth LLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: vscax - Invesco SmallCapValue A Load Waived to mdfox - BlackRock Focus Growth Inv A LW
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