Funds From: mcftx - MFS CA Municipal Bond A Load Waived to vklmx - Invesco Int-Term Muni Inc A Load Waived


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Geospace Technologies Corp , Trinity Industries Inc , Cabela's Inc , Cullen/Frost Bankers Inc , Myriad Genetics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , International Business Machines Corp , ABB Ltd , HCA Holdings Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: Ubs Relationship Fds , 3 Year Treasury Bond Future Dec14 , Bond 12/31/2014 , E-mini S&P 500 Index Future Dec14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Advance Auto Parts Inc , Alkermes PLC , Robert Half International Inc , Equifax Inc , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Norway(Kingdom Of) 3.75% , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Turkey(Rep Of) 3% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Hospira Inc , Owens & Minor Inc , Teleflex Inc , Waters Corp , Fidelity National Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Dec14 Xcme 20141218 , Apple Inc , Facebook Inc Class A , JPMorgan Chase & Co , Exxon Mobil Corporation ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wfgbx investment picks
  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Ameriprise Financial Inc , Monster Beverage Corp , Sirius XM Holdings Inc , Royal Caribbean Cruises Ltd , Liberty Interactive Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for armrx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , Rio Tinto PLC , Bayer AG , Prudential PLC , Vodafone Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: AT&T Inc , Verizon Communications Inc , Vodafone Group PLC , Comcast Corp Class A , BT Group PLC ,
  • Category: Communications
  • Morningstar Rating: 3 Stars
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  • Holdings: Ingredion Inc , World Fuel Services Corp , Royal Gold Inc , Western Refining Inc , Commercial Metals Co ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Penske Automotive Grp 5.75% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Danieli & C Officine Meccaniche SpA Rsp , MorphoSys AG , Linedata Services , DCC PLC , Total Produce PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 5 Stars
Sign-up for esmax investment picks
  • Holdings: Car, Inc. , Taiwan Semiconductor Manufacturing Co Ltd , Kweichow Moutai Co Ltd , JD.com Inc ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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Funds From: mcftx - MFS CA Municipal Bond A Load Waived to vklmx - Invesco Int-Term Muni Inc A Load Waived
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