Funds From: Symbol/Ticker: mcapx to Symbol/Ticker: mcfgx


  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Government Securities R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Crown Holdings Inc , Newell Rubbermaid Inc , PerkinElmer Inc , Xerox Corporation , NASDAQ OMX Group, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Hotel Shilla Co Ltd , Tencent Holdings Ltd. , Universal Robina Corporation , Minor International PLC DR , Orion Corp (Korea) ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Cv 1.625% , Salix Pharmaceuticals Cv 1.5% , Danaher Corp Del Cv , United Tech , Jarden Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Itau Unibanco Holding SA ADR , Hyundai Motor Co , Ubs Ag ([Wts/Rts]) , SK Hynix Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Priceline Group Inc , Monsanto Co , Biogen Idec Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Minth Group Ltd , Boer Power Holdings Ltd , Guangdong Investment Ltd , HSBC Holdings PLC ADR , China Shenhua Energy Co Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , General Electric Co , Chevron Corp , Comcast Corp Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Suncor Energy Inc , General Electric Co , Goldman Sachs Group Inc , Citigroup Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Suncor Energy Inc , General Electric Co , Goldman Sachs Group Inc , Citigroup Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Total SA , Bayer AG , Imperial Tobacco Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Imperial Tobacco Group PLC , AutoZone Inc , Roche Holding AG , Newell Rubbermaid Inc , British American Tobacco PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Suncor Energy Inc , General Electric Co , Goldman Sachs Group Inc , Citigroup Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Suncor Energy Inc , General Electric Co , Goldman Sachs Group Inc , Citigroup Inc , United Technologies Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Miller Convertible Bond Fund , Emergent Biosolutions 144A Cv 2.875% , Ticc Cap Cv 7.5% , Natl Health Invs Cv 3.25% , Colony Finl Cv 3.875% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Miller Convertible Bond Fund , Emergent Biosolutions 144A Cv 2.875% , Ticc Cap Cv 7.5% , Natl Health Invs Cv 3.25% , Colony Finl Cv 3.875% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for mcfax investment picks
  • Holdings: Miller Convertible Bond Fund , Emergent Biosolutions 144A Cv 2.875% , Ticc Cap Cv 7.5% , Natl Health Invs Cv 3.25% , Colony Finl Cv 3.875% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Visa Inc Class A , Google Inc Class A , Twenty-First Century Fox Inc Class A , Comcast Corp Class A , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: Symbol/Ticker: mcapx to Symbol/Ticker: mcfgx
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