Funds From: sctax - Wells Fargo Advantage CA Tax-Free A to mfomx - BNY Mellon Focused Equity Opp M


  • Holdings: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
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  • Holdings: Voya US Stock Index I , Voya Multi-Manager International Eq I , Voya Large Cap Value R6 , VY T. Rowe Price Growth Equity I , Voya International Core I ,
  • Category: Target Date 2046-2050
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  • Holdings: Lord Abbett High Yield A , Oppenheimer , Guggenheim , Lord Abbett , Putnam High Yield Advantage Y ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Thor Industries Inc , New Jersey Resources Corporation , NorthWestern Corp , Lithia Motors Inc Class A , Heartland Express Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Medtronic Inc , JPMorgan Chase & Co , Microsoft Corp , American Express Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Total SA , Bayer AG , Novartis AG , Mitsubishi Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Merck & Co Inc , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , O'Reilly Automotive Inc , Affiliated Managers Group Inc , Stericycle Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Trinity Industries Inc , Philip Morris International Inc , Altria Group Inc , Lockheed Martin Corp , Wells Fargo & Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 5 Stars
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  • Holdings: Nb Cayman Commodity Fund I Ltd Mutual Fund , Sallie Mae FRN , J P Morgan Chase & Co Mtn Be FRN , General Elec Cap Corp Mtn Be FRN , Citibank Ccit 2005-A9 5.1% ,
  • Category: Commodities Broad Basket
Sign-up for nrbax investment picks
  • Holdings: Markel Corporation , Leucadia National Corp , Omnicom Group Inc , Willis Group Holdings PLC , E*Trade Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for oveix investment picks
  • Holdings: CBS Corp Class B , Air Products & Chemicals Inc , JPMorgan Chase & Co , Pfizer Inc , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for criex investment picks
  • Holdings: Tencent Holdings Ltd. , China Mobile Ltd , Infosys Ltd , Itausa Investimentos ITAÚ S.A. , OAO Lukoil ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Fastenal Co , Moody's Corporation , Ansys Inc , Trimble Navigation Ltd , WageWorks Inc ,
  • Category: Mid-Cap Growth
Sign-up for dfdmx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Micron Technology Inc , Google Inc Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , General Electric Co , Schlumberger NV , Johnson & Johnson , NextEra Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tocqx investment picks
  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Core Bond R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 4 Stars
Sign-up for srjzx investment picks
  • Holdings: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® , Energy Select Sector SPDR® , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
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  • Holdings: Gilead Sciences Inc , PDF Solutions Inc , Akamai Technologies Inc , FormFactor Inc , Apple Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for neagx investment picks
  • Holdings: Sasol Ltd ADR , Royal Dutch Shell PLC ADR Class A , Zurich Insurance Group AG ADR , HSBC Holdings PLC , China Construction Bank Corp H Shares ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
Sign-up for afvpx investment picks
  • Holdings: US Treasury Note 0.25% , Marathon Clo Iv 144A FRN , iShares iBoxx $ High Yield Corporate Bd , Sapphire Valley 2006-1 FRN , Dryden Xxii Sr Ln Fd 2014-22 FRN ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for aldax investment picks
  • Holdings: Owens & Minor Inc , Casey's General Stores Inc , Prosperity Bancshares, Inc. , Kirby Corp , Home Properties Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for jdsrx investment picks
  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for piorx investment picks
  • Holdings: Zillow Inc , Shire PLC ADR , Akorn Inc , Zebra Technologies Corp , Palo Alto Networks Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for apitx investment picks
  • Holdings: Gilead Sciences Inc , Microsoft Corp , Johnson & Johnson , Roche Holding AG , GlaxoSmithKline PLC ADR ,
  • Category: World Stock
Sign-up for aglox investment picks
  • Holdings: iShares Core S&P Small-Cap , Russell 2000 Mini Sep14 , Questcor Pharmaceuticals Inc , Centene Corp , LaSalle Hotel Properties ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for pssnx investment picks
  • Holdings: Micron Technology Inc , Shire PLC ADR , Avago Technologies Ltd , Merck & Co Inc , HCA Holdings Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: sctax - Wells Fargo Advantage CA Tax-Free A to mfomx - BNY Mellon Focused Equity Opp M
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