Funds From: pcxcx - Pacific Capital Tx-Fr Shrt Interm Secs C to pnomx - Putnam Multi-Cap Growth M


  • Holdings: AXA SA , EDP - Energias de Portugal SA , Novartis AG , AstraZeneca PLC , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , Microsoft Corp , Apple Inc , The Hershey Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for pbodx 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 ggrcx investment picks
  • Holdings: CoreAlpha Bond Master Portfolio , Active Stock Master Portfolio , iShares TIPS Bond , MIP International Tilts Master Portfolio , Master Small Cap Index ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for rlrtx investment picks
  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for rslax investment picks
  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Global Bond Y , Waddell & Reed Bond Y , Waddell & Reed Value Y , Toyota Mtr Cr FRN ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for wicax investment picks
  • Holdings: Forward International Dividend Instl , Forward Select EM Dividend Institutional , Forward Investment Grade Fxd-Inc Z , Forward Total MarketPlus Z , Forward Commodity L/S Strategy Z ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for aoiax investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares Core US Aggregate Bond , JPMorgan Core Bond R6 , iShares MSCI EAFE , JPMorgan High Yield R6 ,
  • Category: Target Date 2011-2015
Sign-up for jsbex investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , iShares Russell Mid-Cap , JPMorgan Realty Income R5 , iShares Russell 2000 ,
  • Category: Target Date 2041-2045
Sign-up for jmbrx investment picks
  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , American International Group Inc , Activision Blizzard Inc , AstraZeneca PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for hctrx investment picks
  • Holdings: Novartis AG , Nestle SA , BG Group PLC , SAP SE , China Mobile Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for bbhex investment picks
  • Holdings: RF Micro Devices Inc , Skechers USA Inc , ARRIS Group Inc , NetScout Systems Inc , Rite Aid Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for psmcx investment picks
  • Holdings: Intel Cv 3.25% , United States Stl Corp New Cv 2.75% , Devon Energy Corp , Allegheny Technologies Inc , Universal Health Services Inc Class B ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for rpfcx investment picks
  • Holdings: Blackrock Total Return Fund 2045 , BlackRock Master Basic Value LLC , BlackRock Master Large Cap Growth Port , BlackRock Emerging Mkts Instl , BlackRock International Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for brpjx investment picks
  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , JPMorgan Chase & Co , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for suvzx investment picks
  • Holdings: Home Depot Inc , Perrigo Co PLC , Jazz Pharmaceuticals PLC , Methode Electronics Inc Class A , VistaPrint Ltd ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for istax investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for ifrrx investment picks
  • Holdings: FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% , US Treasury Note 4.625% ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
Sign-up for wfbtx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , Wells Fargo & Co , Oracle Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pivrx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Facebook Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnomx investment picks
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Funds From: pcxcx - Pacific Capital Tx-Fr Shrt Interm Secs C to pnomx - Putnam Multi-Cap Growth M
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