Funds From: Symbol/Ticker: ctrcx to Symbol/Ticker: cuaix


  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Citigroup Inc , JPMorgan Chase & Co , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Technology Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Telecommunication Services ETF ,
  • Category: Tactical Allocation
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  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Technology Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Telecommunication Services ETF ,
  • Category: Tactical Allocation
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvcx investment picks
  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Procter & Gamble Co , Royal Dutch Shell PLC Class A , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Liberty Global PLC Class C , Gilead Sciences Inc , Facebook Inc Class A , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Union Pacific Corp , Liberty Global PLC Class C , Gilead Sciences Inc , Facebook Inc Class A , Constellation Brands Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for CTXRX investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds Invmt Co of Amer R6 , American Funds US Government Sec R6 , American Funds Capital World Gr&Inc R6 , American Funds Global Balanced R6 ,
  • Category: Aggressive Allocation
Sign-up for ctycx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Micron Technology Inc , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Micron Technology Inc , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for CTYRX investment picks
  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: Symbol/Ticker: ctrcx to Symbol/Ticker: cuaix
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