Funds From: Symbol/Ticker: fkitx to Symbol/Ticker: fkutx


  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Dynavax Technologies Corp , Tower International Inc , DexCom Inc , Samsonite International SA , DSV AS ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Holdings: United Rentals Inc , Henry Schein Inc , Oceaneering International , Eurofins Scientific Group SA , Tupperware Brands Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 1000 Value Index Future Sept14 , Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Pfizer Inc ,
  • Category: Large Value
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 4 Stars
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  • Holdings: Goldcorp Inc , B2Gold Corp , Anglogold Ashanti Ltd ADR , Eldorado Gold Corp , Randgold Resources Ltd ADR ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 2 Stars
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  • Holdings: Goldcorp Inc , B2Gold Corp , Anglogold Ashanti Ltd ADR , Eldorado Gold Corp , Randgold Resources Ltd ADR ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Kennedy Wilson Europe Real Estate Plc , RenaissanceRe Holdings Ltd , Grafton Group PLC , TNT Express NV , Fairfax Financial Holdings Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series Growth & Income F ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series Growth Company F , Fidelity® Series Growth & Income F ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond F , Fidelity® Series Equity-Income F , Fidelity® Series International Value F , Fidelity® Series International Growth F , Fidelity® Series All-Sector Equity F ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: NextEra Energy Inc , Edison International , Duke Energy Corporation , Sempra Energy , Dominion Resources Inc ,
  • Category: Utilities
  • Morningstar Rating: 4 Stars
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Funds From: Symbol/Ticker: fkitx to Symbol/Ticker: fkutx
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