Funds From: tefex - American Funds TaxExempt CA F2 to himax - Hancock Horizon MS Tax-Free Income A LW


  • Holdings: Jacksonville Fla Spl Rev Spl Rev B 5% , San Antonio Tex Wtr Rev Ref Rev B 5.5% , New York St Dorm Auth 5% , Michigan Fin Auth 5% , Dallas Fort Worth Tex Intl Arp Jt Ref 5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Fleetcor Technologies, Inc. , Facebook Inc Class A , HCA Holdings Inc , Copa Holdings SA Class A , Time Warner Cable Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Limited Maturity R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Global Bond R5 ,
  • Category: Target Date 2011-2015
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  • Holdings: Corporate Office Properties Trust Inc , Resources Connection Inc , TCF Financial Corp , Everest Re Group Ltd , PrivateBancorp Inc ,
  • Category: Small Value
  • Morningstar Rating: 5 Stars
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  • Holdings: British American Tobacco PLC , Roche Holding AG , SABMiller PLC , Unilever NV DR , Philip Morris International Inc ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Cayman Commodiy Strategies Fund Ltd. ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Sep14 Imeq 20140919 , InterMune Inc , Prosperity Bancshares, Inc. , Aspen Technology Inc , WEX Inc ,
  • Category: Small Blend
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  • Holdings: Powershares Etf Swap Dyna Buybk Ach , E-mini S&P 500 Index Future June14 , Msusvalu Index Trs Ms Smartfocus Value , Msusspin Index Trs Ms Spin-Off Index , Csusram1 Index Trs Cs International ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: iPath DJ-UBS Commodity Index TR ETN ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Holdings: BNY Mellon Emerging Markets M , BNY Mellon Focused Equity Opp M , BNY Mellon International M , BNY Mellon Intermediate Bond M , BNY Mellon Mid Cap Multi-Strategy M ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock CoreAlpha Bond Investor A , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Allergan Inc , Comcast Corp Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Prudential PLC , AIA Group Ltd , British American Tobacco PLC , Nestle SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Givaudan SA , Keyence Corp , SMC Corp , Check Point Software Technologies Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , MasterCard Inc Class A , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: tefex - American Funds TaxExempt CA F2 to himax - Hancock Horizon MS Tax-Free Income A LW
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