Funds From: jpiax - JPMorgan Intrepid America Sel to ncatx - Northern CA Tax-Exempt


  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Pfizer Inc , Hewlett-Packard Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Vantagepoint Core Bond Index T , Vantagepoint Low Duration Bond T , Vantagepoint Diversifying Strategies T , Vantagepoint Inflation Focused T , Vantagepoint Equity Income T ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for vprqx investment picks
  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya US Bond Index I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 4 Stars
Sign-up for idxlx investment picks
  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth US Gov Sec Ultra-Short Bd I , RidgeWorth Large Cap Growth Stock IS , iShares Core US Aggregate Bond , RidgeWorth Large Cap Value Equity IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for svcax investment picks
  • Holdings: China Mobile Ltd , Hong Kong Exchanges and Clearing Ltd , Roche Holding AG Dividend Right Cert. , ING Groep N.V. , Novartis AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for thgbx investment picks
  • Holdings: MassMutual Select Overseas I , MM MSCI EAFE® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Premier Core Bond I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
Sign-up for mrysx investment picks
  • Holdings: Sky PLC , Accor SA , Essilor International SA , Linde AG , G4S PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for trerx investment picks
  • Holdings: Vanguard REIT ETF , Real Return Funds , Vanguard Total Stock Market ETF , iShares MSCI EAFE , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for lsrax investment picks
  • Holdings: Pru Shirt Dur Milti-Sec , Prudential International Value C , Prudential Total Return Bd , Prudential Strategic Value Z , Prudential Large Cap Core Equity A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for jdmbx investment picks
  • Holdings: Smith & Nephew PLC ADR , Shire PLC ADR , Valeo SA ADR , Fresenius Medical Care AG & Co. KGaA ADR , Magna International Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , HCP Inc , Ventas Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for rrrbx investment picks
  • Holdings: JPMorgan Chase & Co , Chevron Corp , Hewlett-Packard Co , General Dynamics Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for gilbx investment picks
  • Holdings: Pantry Inc , Albany Molecular Research Inc , Centene Corp , Pericom Semiconductor Corp , Calix, Inc. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for szcax investment picks
  • Holdings: Apple Inc , Chevron Corp , Exxon Mobil Corporation , Johnson & Johnson , Procter & Gamble Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for fsidx investment picks
  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for dfhbx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Intel Corp , Gilead Sciences Inc , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for digix investment picks
  • Holdings: MainStay Large Cap Growth I , MainStay MAP I , Mainstay US Equity Opportunities I , MainStay US Small Cap I , MainStay Epoch US All Cap I ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for mgxix investment picks
  • Holdings: Dreyfus/Newton International Equity Y , Dreyfus International Stock Y , Dreyfus International Eq I , Dreyfus International Value I , Dreyfus Emerging Markets Y ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for dfpix investment picks
  • Holdings: Hong Kong and China Gas Co Ltd , Novo Nordisk A/S Class B , CSL Ltd , Daito Trust Construction Co Ltd. , Taiwan Semiconductor Manufacturing Co Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for disax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
Sign-up for jlaax investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Active Bond NAV ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for jldhx investment picks
  • Holdings: iShares 3-7 Year Treasury Bond , iShares MSCI EAFE , Fidelity® International Capital Apprec , Fidelity® Europe , Fidelity® OTC Portfolio ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fdcsx investment picks
  • Holdings: B2Gold Corp , Randgold Resources Ltd ADR , Eldorado Gold Corp , Franco-Nevada Corp , Agnico Eagle Mines Ltd ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
Sign-up for iigcx investment picks
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Funds From: jpiax - JPMorgan Intrepid America Sel to ncatx - Northern CA Tax-Exempt
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