Funds From: Symbol/Ticker: sfbbx to Symbol/Ticker: sfltx


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard S&P Mid-Cap 400 ETF , Vanguard Russell 2000 ETF ,
  • Category: Moderate Allocation
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  • Holdings: Vanguard Total Bond Market ETF , Vanguard S&P 500 ETF , Vanguard FTSE Developed Markets ETF , Vanguard S&P Mid-Cap 400 ETF , Vanguard Russell 2000 ETF ,
  • Category: Moderate Allocation
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Duke Energy Corporation , Exxon Mobil Corporation , Eli Lilly and Co , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Guggenheim Strategy III , Guggenheim Strategy Ii , Guggenheim Strategy I , Msswap3 , Hsi Asset Sec Tr 2007-Wf1 FRN ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: United Rentals Inc , Green Plains Inc , NXP Semiconductors NV , B/E Aerospace Inc , Whiting Petroleum Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , OAO Gazprom ADR , OAO Lukoil ADR , Petroleo Brasileiro SA Petrobras , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , Ishares , iShares MSCI Brazil Capped , Wisdomtree , Energy Select Sector SPDR┬« ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Lockheed Martin Corp , Eli Lilly and Co , Dow Chemical Co , A P Moller Maersk AS Class A , ConocoPhillips ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Singapore Telecommunications Limited , Valid Solucoes eServicos de Seguranca em Meios de Pagamento e Identificacao , Samsung Electnc Pfd , Infosys Ltd ADR , Dong Suh Companies Inc ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Oppenheimer , Ridgeworth , PIMCO High Yield Spectrum Instl , Nuveen , Northeast Investors ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Liberty Global PLC Class C , Canadian Pacific Railway Ltd , ASML Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE Small-Cap , Celesio AG , Bankia S.A. , DCC PLC , Persimmon PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , CVS Health Corp , 3M Co , Apple Inc , Discover Financial Services ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , CVS Health Corp , 3M Co , Apple Inc , Discover Financial Services ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for SFLAX investment picks
  • Holdings: Gilead Sciences Inc , CVS Health Corp , 3M Co , Apple Inc , Discover Financial Services ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , CVS Health Corp , 3M Co , Apple Inc , Discover Financial Services ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , AT&T Inc , Microsoft Corp , ConocoPhillips ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
Sign-up for sfltx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: sfbbx to Symbol/Ticker: sfltx
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