Funds From: Symbol/Ticker: sbcpx to Symbol/Ticker: sbmax


  • 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: E-Mini S&P 500 , Apple Inc , Hewlett-Packard Co , CenturyLink Inc , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 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: 2 Stars
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  • Holdings: S&P 500 Index Future Dec14 , Emerging Markets Fixed Income Core Fund , Ftse 100 Idx Fut Dec14 , Amsterdam Idx Fut Oct14 , Mini Msci Emg Mkt Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst , Principal Large Cap Growth Inst , Principal Capital Appreciation Inst ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Cardinal Health Inc , Amgen Inc , CR Bard Inc , AstraZeneca PLC ADR , Becton Dickinson & Co ,
  • Category: Health
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sbiex investment picks
  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Long-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , HSBC Holdings PLC , Toyota Motor Corp , 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: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Short-Term Income Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for sbipx investment picks
  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sbiyx investment picks
  • Holdings: Hitachi Ltd , Teva Pharmaceutical Industries Ltd ADR , Sumitomo Mitsui Financial Group Inc , AXA SA , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SBIYX investment picks
  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sblbx investment picks
  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sblgx investment picks
  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for SBLGX investment picks
  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • 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
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for sbltx investment picks
  • Holdings: Amazon.com Inc , Biogen Idec Inc , Celgene Corp , CVS Health Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for sblyx investment picks
  • Holdings: Signet Jewelers Ltd , Hanesbrands Inc , Towers Watson & Co Class A , Cintas Corp , Mednax Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for sbmax investment picks
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Funds From: Symbol/Ticker: sbcpx to Symbol/Ticker: sbmax
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