Funds From: Symbol/Ticker: clarx to Symbol/Ticker: clfrx


  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for clarx investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for clarx investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for clbax investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for clbax investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for clbbx investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for clbcx investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for clbex investment picks
  • Holdings: Microsoft Corp , Comcast Corp Class A , Home Depot Inc , Wells Fargo & Co , Boeing Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for clbfx investment picks
  • Holdings: iShares MSCI EAFE , PowerShares QQQ ETF , iShares MSCI ACWI ex US , iShares Floating Rate Bond , SPDR® Dow Jones Industrial Average ETF ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clblx investment picks
  • Holdings: Columbia Contrarian Core I , Columbia Corporate Income I , Columbia Large Value Quantitative I , Columbia US Government Mortgage I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for clbrx investment picks
  • Holdings: Vanguard Dividend Appreciation ETF , Technology Select Sector SPDR® ETF , iShares MSCI EAFE , iShares MSCI USA Quality Factor , PowerShares QQQ ETF ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clccx investment picks
  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , Medtronic PLC , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for clcrx investment picks
  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , Medtronic PLC , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for CLCRX investment picks
  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , Medtronic PLC , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for clcwx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldax investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldax investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldbx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for cldcx investment picks
  • Holdings: iShares MSCI USA Minimum Volatility , iShares Russell 1000 Growth , iShares S&P 500 Value , iShares Russell 1000 Value , iShares North American Tech-Software ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cldex investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldrx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for cldzx investment picks
  • Holdings: SPDR® S&P 500 ETF , ProShares Short Dow30 , SPDR® Dow Jones Industrial Average ETF , ProShares Short S&P500 , iShares MSCI EAFE ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for cleix investment picks
  • Holdings: Vanguard Dividend Appreciation ETF , PIMCO Total Return Active ETF , iShares TIPS Bond , iShares MSCI USA Quality Factor , PIMCO Enhanced Short Maturity Active ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clerx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfbx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfcx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for clfdx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 1 Stars
Sign-up for clflx investment picks
  • Holdings: Liberty Global PLC Class C , ASML Holding NV , Canadian Pacific Railway Ltd , Novartis AG , Tencent Holdings Ltd. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for clfrx investment picks
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Funds From: Symbol/Ticker: clarx to Symbol/Ticker: clfrx
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