Funds From: cppcx - American Funds Preservation Port 529C to jshnx - Janus Short Term Bond N


  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Muni National Interm
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  • Category: Muni National Interm
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 2.720 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.701 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Constant Contact Inc , HCA Holdings Inc , Time Warner Cable Inc , Packaging Corp of America ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , Novartis AG , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Bayer AG , Compass Group PLC , LVMH Moet Hennessy Louis Vuitton SA , Canadian National Railway Co ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Kao Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Danaher Corp , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Procter & Gamble Co , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , America Movil SAB de CV Class L , Procter & Gamble Co , Oracle Corporation , Coca-Cola Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Sally Beauty Holdings Inc , Solera Holdings Inc , Heico Corp Class A , Carter's Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: SS&C Technologies Holdings Inc , Carter's Inc , Blackbaud Inc , Sensient Technologies Corp , Sally Beauty Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Google Inc , American Tower Corp , Google Inc Class A , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Reliance Industries Ltd , United Continental Holdings Inc , Li & Fung Ltd , Petroleo Brasileiro SA Petrobras ADR , Jazz Pharmaceuticals PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: AIA Group Ltd , NGK Spark Plug Co., Ltd. , Japan Tobacco Inc , LM Ericsson Telephone Company Class B , Inpex Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Google Inc , Comcast Corp Class A , Home Depot Inc , ARM Holdings PLC ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc , Precision Castparts Corp , Celgene Corp , Canadian Pacific Railway Ltd , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: LyondellBasell Industries NV , US Treasury Note 1.375% , E I du Pont de Nemours & Company , Apple Inc , Nike Inc Class B ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Casey's General Stores Inc , Owens & Minor Inc , Plains All American Pipeline LP , Potlatch Corp , Clarcor Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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Funds From: cppcx - American Funds Preservation Port 529C to jshnx - Janus Short Term Bond N
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