Funds From: abalx - American Funds American Balanced A LW to mcftx - MFS CA Municipal Bond A Load Waived


  • Holdings: Microsoft Corp , Wells Fargo & Co , Amazon.com Inc , Home Depot Inc , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen International Select I , Nuveen Dividend Value R6 , Nuveen Symphony Low Volatility Equity I , Nuveen Tactical Market Opportunities I , Nuveen Santa Barbara Dividend Growth R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master International Portfolio ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: MasterCard Inc Class A , Priceline Group Inc , Celgene Corp , Allergan Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett Small Cap Value I , Lord Abbett Value Opportunities I , Lord Abbett International Opp I , Lord Abbett Developing Growth I , Lord Abbett Micro Cap Growth I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Stifel Financial Corp , PacWest Bancorp , Barnes Group Inc , First Financial Holdings , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Lorillard Inc , Lockheed Martin Corp , Eli Lilly and Co , Reynolds American Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Templeton Foreign R6 , Franklin DynaTech R6 , Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: LVMH Moet Hennessy Louis Vuitton SA , Google Inc Class A , Accenture PLC Class A , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , Occidental Petroleum Corp , Baker Hughes Inc , Pfizer Inc , Markel Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Bayer AG , Royal Dutch Shell PLC Class A , Iliad , Bayerische Motoren Werke AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Biogen Idec Inc , Halliburton Co , Facebook Inc Class A , Anadarko Petroleum Corp , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for pcmbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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Funds From: abalx - American Funds American Balanced A LW to mcftx - MFS CA Municipal Bond A Load Waived
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