Funds From: nbhix - Neuberger Berman Equity Income Inst - Large Value to cndax - Columbia Bond A


  • Holdings: NextEra Energy Inc , Wells Fargo & Co , Novartis AG ADR , Prologis Inc , Dominion Resources Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: NextEra Energy Inc , Wells Fargo & Co , Novartis AG ADR , Prologis Inc , Dominion Resources Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for nbhcx investment picks
  • Holdings: NextEra Energy Inc , Wells Fargo & Co , Novartis AG ADR , Prologis Inc , Dominion Resources Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Total SA , Unilever PLC , Royal Dutch Shell PLC Class B , Sumitomo Mitsui Financial Group Inc , Tokyo Gas Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for sicnx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Iberdrola SA , Sanofi , Teva Pharmaceutical Industries Ltd ADR , ABB Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for liefx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Iberdrola SA , Sanofi , Teva Pharmaceutical Industries Ltd ADR , ABB Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lieqx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Iberdrola SA , Sanofi , Teva Pharmaceutical Industries Ltd ADR , ABB Ltd ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for fimux investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
Sign-up for fijex investment picks
  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivsax investment picks
  • Holdings: E-Mini S&P 500 , Sigma-Aldrich Corp , Vertex Pharmaceuticals Inc , CF Industries Holdings Inc , E I du Pont de Nemours & Company ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
Sign-up for pofax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for pehax investment picks
  • Holdings: PIMCO Real Return Instl , PIMCO Total Return Instl , PIMCO StocksPLUS Instl , PIMCO Foreign Bond (USD-Hedged) I , PIMCO Emerging Markets Bond Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
Sign-up for ptyax investment picks
  • Holdings: PIMCO StocksPLUS Instl , Vanguard FTSE Emerging Markets ETF , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS® AR Strt Inst , PIMCO CommoditiesPLUS® Strategy Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO High Yield Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for ptnax investment picks
  • Holdings: Prudential PLC , Toyota Motor Corp , Nestle SA , Roche Holding AG Dividend Right Cert. , Novartis AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for nieax investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Hanesbrands Inc , AbbVie Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lmisx investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Hanesbrands Inc , AbbVie Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for lmusx investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Schlumberger NV , Exxon Mobil Corporation , General Electric Co , Union Pacific Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for lmmrx investment picks
  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , Allianz SE , HSBC Hldgs (UK) (2nd) , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for coszx investment picks
  • Holdings: Hewlett-Packard Co , Samsung Electronics Co Ltd , Roche Holding AG , Microsoft Corp , Time Warner Cable Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for dodwx investment picks
  • Holdings: Ashtead Group PLC , Wirecard AG , Hotel Shilla Co Ltd , Azimut Holding SPA , Rightmove PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 2 Stars
Sign-up for iscix investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , Apple Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for cdirx investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
Sign-up for wfcmx investment picks
  • Holdings: Tuesday Morning Corp , Cavium Inc , Tornier NV , Ultimate Software Group Inc , Old Dominion Freight Lines ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for nbsmx investment picks
  • Holdings: Samsung Electronics Co Ltd , Toyota Motor Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , Fuji Heavy Industries Ltd , Tencent Holdings Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
Sign-up for cascx investment picks
  • Holdings: Samsung Electronics Co Ltd , Toyota Motor Corp , Taiwan Semiconductor Manufacturing Co Ltd ADR , Fuji Heavy Industries Ltd , Tencent Holdings Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
Sign-up for casax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cndcx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for cndax investment picks
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Funds From: nbhix - Neuberger Berman Equity Income Inst - Large Value to cndax - Columbia Bond A
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