Funds From: cgmrx - CGM Realty to cemxx - City National Rochdale CA TxEx MMkt S


  • Holdings: RLJ Lodging Trust , Jones Lang LaSalle Inc , Morgan Stanley , Lennar Corp , Citigroup Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO Enhanced Short Maturity Active ETF , ProShares UltraPro S&P500 , ProShares UltraPro QQQ , ProShares UltraPro Dow30 , Tweedy, Browne Global Value ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: St Jude Medical Inc , CareFusion Corp , Red Hat Inc , Verisk Analytics Inc , Flowers Foods Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: St Jude Medical Inc , CareFusion Corp , Red Hat Inc , Verisk Analytics Inc , Flowers Foods Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Endurance Specialty Holdings Ltd , Clarcor Inc , UMB Financial Corp , Cepheid , TriMas Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Casey's General Stores Inc , Bristow Group Inc , Snyders-Lance Inc , Knight Transportation, Inc. , NorthWestern Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Casey's General Stores Inc , Bristow Group Inc , Snyders-Lance Inc , Knight Transportation, Inc. , NorthWestern Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Skyworks Solutions Inc , Microsoft Corp , CVS Health Corp , Constellation Brands Inc Class A , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Skyworks Solutions Inc , Microsoft Corp , CVS Health Corp , Constellation Brands Inc Class A , Actavis PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Dollar Tree Stores Inc , CareFusion Corp , Team Health Holdings Inc , Fiserv Inc , Allegiant Travel Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Dollar Tree Stores Inc , CareFusion Corp , Team Health Holdings Inc , Fiserv Inc , Allegiant Travel Co LLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Humana Inc , EOG Resources Inc , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Humana Inc , Apple Inc , Bank of America Corporation , MasterCard Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Humana Inc , Apple Inc , Bank of America Corporation , MasterCard Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , SABMiller PLC , British American Tobacco PLC , Vodafone Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Resolute Forest Products Inc , Sears Holdings Corp , Jpmorgan Chase-Cw18 , Bank Of America-Cw19 , MBIA Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Spirit Airlines Inc , Walt Disney Co , Alaska Air Group Inc , VF Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cwcfx investment picks
  • Holdings: Intel Corp , Target Corp , ORANGE ADR , Telefonica SA ADR , HSBC Holdings PLC ADR ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Weyerhaeuser Co , Kinder Morgan, Inc. , Domtar Corp , Rock-Tenn Company Class A , International Paper Co ,
  • Category: Natural Resources
Sign-up for innax investment picks
  • Holdings: Weyerhaeuser Co , Kinder Morgan, Inc. , Domtar Corp , Rock-Tenn Company Class A , International Paper Co ,
  • Category: Natural Resources
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  • Holdings: Weyerhaeuser Co , Kinder Morgan, Inc. , Domtar Corp , Rock-Tenn Company Class A , International Paper Co ,
  • Category: Natural Resources
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  • Holdings: Weyerhaeuser Co , Kinder Morgan, Inc. , Domtar Corp , Rock-Tenn Company Class A , International Paper Co ,
  • Category: Natural Resources
Sign-up for INNNX investment picks
  • Category: Multisector Bond
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  • Category: Muni California Intermediate
  • Morningstar Rating: 1 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 1 Stars
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  • Category: Money Market- Tax-Free
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  • Category: Money Market- Tax-Free
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Funds From: cgmrx - CGM Realty to cemxx - City National Rochdale CA TxEx MMkt S
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