Funds From: Symbol/Ticker: svmcx to Symbol/Ticker: swhcx


  • Holdings: United Continental Holdings Inc , Impax Laboratories Inc , Swift Transportation Co , Hanesbrands Inc , Endurance Specialty Holdings Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P 500 Index Future Mar15 , AT&T Inc , Entergy Corp , Wal-Mart Stores Inc , Kroger Co ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Triquint Semiconductor , Treehouse Foods Inc , Curtiss-Wright Corp , EPR Properties , Piedmont Natural Gas Co ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Triquint Semiconductor , Treehouse Foods Inc , Curtiss-Wright Corp , EPR Properties , Piedmont Natural Gas Co ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: SEI Multi-Asset Cap Stability Y (SIMT) , SEI Enhanced Income Y (SIMT) , SEI Global Managed Volatility Y (SIMT) , SEI US Fixed Income Y (SIMT) , SEI Multi-Asset Inflation Mgd Y (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: The Hanover Insurance Group Inc , Computer Sciences Corp , Covanta Holding Corp , Reinsurance Group of America Inc , Orbital Sciences Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: RF Micro Devices Inc , JetBlue Airways Corp , Jack In The Box Inc , Idacorp Inc , Deluxe Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , S+p500 Emini Fut Mar15 Xcme 20150320 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: S&P 500 Index Future Mar15 , Clorox Co , AT&T Inc , Procter & Gamble Co , Imperial Tobacco Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Cigna Corp , HCA Holdings Inc , Western Digital Corp , PPL Corp , Edison International ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: The Hanover Insurance Group Inc , Computer Sciences Corp , Covanta Holding Corp , iShares S&P Mid-Cap 400 Value , Orbital Sciences Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Pfizer Inc , Lowe's Companies Inc , PepsiCo Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for swanx investment picks
  • Holdings: Apple Inc , Pfizer Inc , Lowe's Companies Inc , PepsiCo Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for SWANX investment picks
  • Holdings: Simon Property Group Inc , Ventas Inc , Equity Residential , SL Green Realty Corp , Host Hotels & Resorts Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for swbdx investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Schwab Total Bond Market , Schwab Short-Term Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 3 Stars
Sign-up for swcax investment picks
  • Holdings: Schwab Total Bond Market , Schwab S&P 500 Index , Schwab Small Cap Index , Schwab International Index ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for swcgx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab Total Bond Market , Schwab S&P 500 Index , Laudus International MarketMasters Sel ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
Sign-up for swdrx investment picks
  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Merck & Co Inc , Wells Fargo & Co , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Schwab S&P 500 Index , Schwab International Index , Schwab Small Cap Index ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swegx investment picks
  • Holdings: Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Laudus International MarketMasters Sel , Schwab Small-Cap Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Holdings: Countrywide PLC , CyberAgent Inc , Renault SA , Experian PLC , BlackBerry Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swfcx investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co , Citigroup Inc , Bank of America Corporation ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for swffx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
Sign-up for swfrx investment picks
  • Holdings: Schwab Total Bond Market , Schwab Short-Term Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal Capital Appreciation Inst , Principal Large Cap Growth Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Global Multi-Strategy Instl ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for swhcx investment picks
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Funds From: Symbol/Ticker: svmcx to Symbol/Ticker: swhcx
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