Premium Funds From: prsvx - T. Rowe Price Small-Cap Value to vwltx - Vanguard Long-Term Tax-Exempt


  • Holdings: Landstar System Inc , Genesee & Wyoming Inc Class A , East West Bancorp Inc , Proassurance Corp , SVB Financial Group ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity , Canada 10 Yr Bond Future , Long Gilt Future , Aust 10 Yr Bond Future , Euro Bond Future ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity® Series Equity-Income , Fidelity® Series International Growth , Fidelity® Series International Value , Fidelity® Series Growth Company ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Cigna Corp , Principal Financial Group , Lincoln National Corp , Fifth Third Bancorp , Sempra Energy ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Cayman Commodity , Canada 10 Yr Bond Future , Long Gilt Future , Aust 10 Yr Bond Future , Euro Bond Future ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity , Canada 10 Yr Bond Future , Long Gilt Future , Aust 10 Yr Bond Future , Euro Bond Future ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Cayman Commodity , Canada 10 Yr Bond Future , Long Gilt Future , Aust 10 Yr Bond Future , Euro Bond Future ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , JPMorgan Chase & Co , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: MetLife Inc , AT&T Inc , Total SA ADR , Wells Fargo & Co , Ford Motor Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Roche Holding AG Dividend Right Cert. , Novartis AG , Standard Chartered PLC , Safran SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Ameriprise Financial Inc , Celgene Corp , Lorillard Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Icahn Enterprises LP , Howard Hughes Corp , Siem Industries Inc , DREAM Unlimited Corp Class A , Dundee Corp Class A ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , Micron Technology Inc , Raytheon Co , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Apple Inc , Micron Technology Inc , Raytheon Co , Actavis PLC ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , Johnson & Johnson , ConocoPhillips , Chevron Corp , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for hliex investment picks
  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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Premium Funds From: prsvx - T. Rowe Price Small-Cap Value to vwltx - Vanguard Long-Term Tax-Exempt
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