Funds From: mcifx - Miller Convertible Bond I - Morningstar 3 Star Rated Fund to csfrx - Columbia Marsico Focused Equities R4 - Morningstar 3 Star Rated Fund


  • Holdings: Miller Convertible Bond Fund , Jazz Investments I 144A 1.875% , Barclays Bk , Emergent Biosolutions 144A Cv 2.875% , New Mtn Fin 144A Cv 5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
Sign-up for mcifx investment picks
  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , Mainstay US Equity Opportunities I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mcknx investment picks
  • Holdings: JPMorgan US Equity Sel , JPMorgan Intrepid America Sel , JPMorgan Large Cap Value Select , JPMorgan Large Cap Growth Select , JPMorgan Intrepid Growth Sel ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ongax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
Sign-up for gsotx investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
Sign-up for afncx investment picks
  • Holdings: PPL Corp , Republic Services Inc Class A , Plains GP Holdings LP Class A , Alliant Energy Corp , Canadian Pacific Railway Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for jamvx investment picks
  • Holdings: Johnson & Johnson , Capital One Financial Corp , Jpmorgan Chase Pfd , Comcast Corp Class A , U.S. Bancorp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for wwiax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for ffaix investment picks
  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , Citigroup Inc , JPMorgan Chase & Co , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for rderx investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Itau Unibanco Holding SA ADR , Saic Motor Corporation Limited , PC Jeweller Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for jmfax investment picks
  • Holdings: Google Inc , Precision Castparts Corp , Celgene Corp , Canadian Pacific Railway Ltd , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jdcax investment picks
  • Holdings: BNP Paribas , Bayer AG ADR , Continental AG , Henkel AG & Co KGaA ADR , Industria De Diseno Textil SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for umbwx investment picks
  • Holdings: 5 Year US Treasury Note Future Mar15 , Credit Default Swap Cdx.Em.22 , PowerShares Senior Loan ETF , US Treasury Note , Total Return Swap Bcly Us Agg Tot Index ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hlacx investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
Sign-up for eencx investment picks
  • Holdings: Southwest Airlines Co , Cardinal Health Inc , Crown Castle International Corp , Chipotle Mexican Grill Inc Class A , Illumina Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for semcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for cbhyx investment picks
  • Holdings: US Treasury Note 0.375% , Wells Fargo & Co , Pfizer Inc , US Treasury Note 2.75% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jpvcx investment picks
  • Holdings: Apple Inc , Google Inc , Comcast Corp Class A , Home Depot Inc , ARM Holdings PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for jdgnx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for nehcx investment picks
  • Holdings: US Treasury Note 0.375% , Wells Fargo & Co , Pfizer Inc , US Treasury Note 2.75% , JPMorgan Chase & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for jpvax investment picks
  • Holdings: CoreSite Realty Corp , Brookdale Senior Living Inc , WPX Energy Inc Class A , CarMax Inc , Nexstar Broadcasting Group Inc Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for zmncx investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for jgbdx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
Sign-up for pftpx investment picks
  • Holdings: JPMorgan Core Bond Select , JPMorgan Core Plus Bond Select , JPMorgan Limited Duration Bd Sel , JPMorgan Intrepid America Sel , JPMorgan US Equity Sel ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for oicgx investment picks
  • Holdings: j2 Global Inc , Apollo Education Group Inc Class A , Oracle Corporation , Raven Industries Inc , Brinker International Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for jnvix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for jvlcx investment picks
  • Holdings: JPMorgan Chase & Co , NCR Corp , Voya Financial Inc , Hewlett-Packard Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for snoix investment picks
  • Holdings: JetBlue Airways Corp , RF Micro Devices Inc , Knight Transportation, Inc. , Jack In The Box Inc , Take-Two Interactive Software Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for svscx investment picks
  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Health Care Select Sector SPDR┬« ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for pdmmx investment picks
  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Apple Inc , Alibaba Group Holding Ltd ADR , Canadian Pacific Railway Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for csfrx investment picks
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Funds From: mcifx - Miller Convertible Bond I - Morningstar 3 Star Rated Fund to csfrx - Columbia Marsico Focused Equities R4 - Morningstar 3 Star Rated Fund
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