Funds From: Symbol/Ticker: sbbvx to Symbol/Ticker: sbltx


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Dreyfus Global Emerging Markets Y , Samsung Electronics Co Ltd , Tencent Holdings Ltd , China Construction Bank Corp H Shares , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , QS Legg Mason Strategic Real Return IS , QS Batterymarch Intl Eq IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Staples Inc , Hewlett-Packard Co , Entergy Corp , Cisco Systems Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Discover Financial Services , Hanover Insurance Group Inc , HCC Insurance Holdings Inc , PNC Financial Services Group Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Discover Financial Services , Hanover Insurance Group Inc , HCC Insurance Holdings Inc , PNC Financial Services Group Inc ,
  • Category: Financial
  • Morningstar Rating: 5 Stars
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  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Wells Fargo & Co, San Francisco Ca Pfd , Wellpoint Cv 2.75% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Intel Cv 3.25% , Gilead Sciences Cv 1.625% , Wells Fargo & Co, San Francisco Ca Pfd , Wellpoint Cv 2.75% , United Tech ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Emerging Markets Fixed Income Core Fund , S&P 500 Index Future Mar15 , Ftse 100 Idx Fut Mar15 , CAC 40 Index Future Jan15 , Amsterdam Idx Fut Jan15 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Cardinal Health Inc , Amgen Inc , CR Bard Inc , Becton Dickinson & Co , AstraZeneca PLC ADR ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Hitachi Ltd , AXA SA , Daiwa Securities Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Hitachi Ltd , AXA SA , Daiwa Securities Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Hitachi Ltd , AXA SA , Daiwa Securities Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , Toyota Motor Corp , HSBC Holdings PLC , Commonwealth Bank of Australia , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Hitachi Ltd , AXA SA , Daiwa Securities Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sbiyx investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Hitachi Ltd , AXA SA , Daiwa Securities Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SBIYX investment picks
  • Holdings: CVS Health Corp , Visa Inc Class A , Biogen Idec Inc , Celgene Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sblbx investment picks
  • Holdings: CVS Health Corp , Visa Inc Class A , Biogen Idec Inc , Celgene Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , Visa Inc Class A , Biogen Idec Inc , Celgene Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: CVS Health Corp , Visa Inc Class A , Biogen Idec Inc , Celgene Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for SBLGX investment picks
  • Holdings: CVS Health Corp , Visa Inc Class A , Biogen Idec Inc , Celgene Corp , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for sbltx investment picks
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Funds From: Symbol/Ticker: sbbvx to Symbol/Ticker: sbltx
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