Funds From: Symbol/Ticker: cttlx to Symbol/Ticker: CUHTX


  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
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  • Holdings: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Independent Bank Group Inc , Halcon Resources Corp , Kratos Defense & Security Solutions Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Independent Bank Group Inc , Halcon Resources Corp , Kratos Defense & Security Solutions Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Independent Bank Group Inc , Halcon Resources Corp , Kratos Defense & Security Solutions Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Independent Bank Group Inc , Halcon Resources Corp , Kratos Defense & Security Solutions Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , BP PLC , Johnson & Johnson , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Monsanto Co , Celgene Corp , Gilead Sciences Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Monsanto Co , Celgene Corp , Gilead Sciences Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 , American Funds Invmt Co of Amer R6 , American Funds Intl Gr And Inc R6 , American Funds US Government Sec R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Bayer AG , Iliad , BG Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for CUHAX investment picks
  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for CUHIX investment picks
  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for cuhtx investment picks
  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , Johnson & Johnson ,
  • Category: Large Blend
Sign-up for CUHTX investment picks
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Funds From: Symbol/Ticker: cttlx to Symbol/Ticker: CUHTX
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