Funds From: Symbol/Ticker: taftx to Symbol/Ticker: tapax


  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Transamerica Dividend Focused I2 , Transamerica Large Cap Value I2 , Transamerica Growth I2 , Transamerica Managed Futures Strategy I2 , Transamerica US Growth I2 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , JPMorgan Chase & Co , Bank of America Corporation , Qualcomm Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , JPMorgan Chase & Co , Bank of America Corporation , Qualcomm Inc , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: Novartis AG , KDDI Corp , Sanofi , Royal Dutch Shell PLC Class B , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: American High-Income Municipal Bond R-6 , American Funds Tax Exempt Bond R-6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
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  • Holdings: Visa Inc Class A , Apple Inc , Gilead Sciences Inc , Danaher Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Apple Inc , American International Group Inc , JPMorgan Chase & Co , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
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  • Category: Muni National Interm
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  • Holdings: Northern Trust Corp , Textron Inc , Lazard Ltd , FirstEnergy Corp , Hospira Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Ais Fund Limited , Anadarko Petroleum Corp , Westinghouse Air Brake Technologies Corp , Tractor Supply Co , Potash Corp of Saskatchewan Inc ,
  • Category: World Allocation
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Funds From: Symbol/Ticker: taftx to Symbol/Ticker: tapax
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