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 Dividend Value R6 , Nuveen Tradewinds International Value I , Nuveen Tactical Market Opportunities I , Nuveen International Growth I , Nuveen Large-Cap Value I ,
  • 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: 3 Stars
Sign-up for mdilx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for fnmax investment picks
  • 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
Sign-up for liiax investment picks
  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 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 Developing Growth I , Lord Abbett Small Cap Value I , Lord Abbett Value Opportunities I , Lord Abbett International Opp I , Lord Abbett Micro Cap Value I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for alfax investment picks
  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for lrscx investment picks
  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for mdswx investment picks
  • Holdings: Intel Corp , Lockheed Martin Corp , Eli Lilly and Co , Merck & Co Inc , Lorillard Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for fdsax investment picks
  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Templeton Foreign R6 , Franklin DynaTech R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
Sign-up for ipfix investment picks
  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for mwofx investment picks
  • Holdings: American International Group Inc , Occidental Petroleum Corp , Citigroup Inc , Cameron International Corp , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mgwax investment picks
  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ggrax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for wfilx investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for agovx investment picks
  • 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
Sign-up for nlgax investment picks
  • Category: Short Government
  • Morningstar Rating: 4 Stars
Sign-up for msdax investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Bayer AG , Iliad , BG Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for axeax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for nvafx investment picks
  • Holdings: Facebook Inc Class A , Apple Inc , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ptwax investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
Sign-up for pcmbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for mcftx investment picks
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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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