Funds From: dstcx - Dreyfus Opportunistic Fixed Income C to fctfx - Fidelity California Municipal Income


  • Holdings: LogMeIn Inc , Euronet Worldwide Inc , Microsemi Corp , PRA Group Inc , Proofpoint Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Miller Convertible Bond Fund , Jazz Investments I 144A 1.875% , Barclays Bk , Emergent Biosolutions 144A Cv 2.875% , New Mtn Fin 144A Cv 5% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: LogMeIn Inc , Jiayuan.com International Ltd ADR , icad Inc , Triangle Petroleum Corp , TearLab Corp ,
  • Category: Small Growth
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Sptr Trs Equity 3ml+20 *Bullet* Bps , Sptr Trs Equity 3ml+22 Gst , Fin Fut Euro$ Cme (Red) 12/14/15 , Fin Fut Euro$ Cme (Red) 09/19/16 , 10 Year US Treasury Note Future Dec14 ,
  • Category: Bear Market
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  • Holdings: Prudential International Value A , Prudential Strategic Value Z , Prudential Large Cap Core Equity A , Prudential Jennison International Opps Z , Prudential Jenn Eq Opport ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Walt Disney Co , Microsoft Corp , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Cracker Barrel Old Country Store Inc , Heartland Payment Systems Inc , Charles River Laboratories International Inc , Euronet Worldwide Inc , Akorn Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , Verizon Communications Inc , Procter & Gamble Co , PepsiCo Inc , Jardine Matheson Holdings Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , Public Service Enterprise Group Inc , Delta Air Lines Inc , JPMorgan Chase & Co , Invesco Ltd ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity Advisor® Series Growth & Income , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Short-Term Income Inst , Principal Equity Income Inst , Principal LargeCap Value Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Us 2yr Note (Cbt) Mar15 Xcbt 20150331 , S+p Mid 400 Emini Mar15 Xcme 20150320 , US Treasury Note 0.5% , Us 10yr Note (Cbt)mar15 Xcbt 20150320 , Vanguard FTSE Emerging Markets ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: BlackRock Bond Index Investor A , BlackRock Russell 1000® Index Investor A , iShares TIPS Bond , Blackrock ACWI Ex-US Index Investor A , BlackRock Small Cap Index A ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: ZENKOKU HOSHO Co.,Ltd. , D&L Industries Inc , Danieli & C Officine Meccaniche SpA Registered Shares , Marine Harvest ASA , Syngenta AG ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Celgene Corp , Actavis PLC , MasterCard Inc Class A , SBA Communications Corp , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI ACWI ex US , Technology Select Sector SPDR® ETF , Vereinigte Mexikanische 6.5% , Market Vectors® High-Yield Municipal ETF , iShares Mortgage Real Estate Capped ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research R5 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for mlfax investment picks
  • Holdings: CVS Health Corp , Comcast Corp Class A , PVH Corp , Oracle Corporation , Visa Inc Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for scwfx investment picks
  • Holdings: HIDAY HIDAKA Corp. , Bechtle AG , Synergy Health PLC , Equity Group Holdings Ltd , Industrial & Financial Systems AB Class B ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for hlmsx investment picks
  • Holdings: ING Groep N.V. , Canadian Imperial Bank of Commerce , National Bank of Canada , Singapore Exchange Ltd , United Overseas Bank Ltd ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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Funds From: dstcx - Dreyfus Opportunistic Fixed Income C to fctfx - Fidelity California Municipal Income
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