Funds From: Symbol/Ticker: scsdx to Symbol/Ticker: sdcsx


  • Holdings: Apollo Education Group Inc Class A , Red Hat Inc , ON Semiconductor Corp , Steelcase Inc , Diebold Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Pure Bioscience Inc , National Holdings Corp , Morgan Stanley FRN , Apple Inc , Berkshire Hathaway Inc Class B ,
  • Category: Tactical Allocation
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  • Holdings: iShares International Select Dividend , FHLMC 4% , FNMA 3% , JPMorgan Chase & Co , Chevron Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apollo Education Group Inc Class A , Red Hat Inc , ON Semiconductor Corp , Steelcase Inc , Diebold Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Fortinet Inc , Medidata Solutions Inc , FEI Co , Icon PLC , Maximus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Brown & Brown Inc , NorthWestern Corp , VWR Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Income Instl , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal Short-Term Income Inst , Principal High Yield Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® Barclays 1-3 Month T-Bill ETF , Berry Plastics Group Inc , Brown & Brown Inc , NorthWestern Corp , VWR Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
Sign-up for scvax investment picks
  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Bridgestone Corp , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Western Alliance Bancorp , Health Net Inc , WellCare Health Plans Inc , PrivateBancorp Inc , DSW Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scwbx investment picks
  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for scwcx investment picks
  • Holdings: Incyte Corp Ltd , Netflix Inc , Domino's Pizza Inc , AA PLC , Triquint Semiconductor ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for scxix investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
Sign-up for sdcmx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for sdcsx investment picks
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Funds From: Symbol/Ticker: scsdx to Symbol/Ticker: sdcsx
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