Funds From: intax - Columbia AMT-Free Tax-Exempt Bond A LW to pgnax - Prudential Jennison Natural Resourc A LW - Mid Blend


  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC , Sorenson Communications Inc , Spirit Realty Capital Inc , Transocean Ltd , Ageas NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Boston Properties Inc , Public Storage , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: East West Bancorp Inc , ITT Corp , Synopsys Inc , Platinum Underwriters Holdings Ltd , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , Berkshire Hathaway Inc Class B , Citigroup Inc , JPMorgan Chase & Co , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Celgene Corp , Teva Pharmaceutical Industries Ltd ADR , 5 Year US Treasury Note Future Mar15 , Novartis AG , Baidu Inc ADR ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Applied Materials Inc , Microsoft Corp , 3M Co , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Randgold Resources Ltd ADR , Eldorado Gold Corp , B2Gold Corp , New Gold Inc , Franco-Nevada Corp ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 4 Stars
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  • Holdings: Sandisk Cv 0.5% , Salesforce Com Cv 0.25% , Wellpoint Cv 2.75% , Priceline Grp Cv 1% , Nvidia 144A Cv 1% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Lowe's Companies Inc , Johnson Controls Inc , Intel Corp , Archer-Daniels Midland Co , Mondelez International Inc Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Housing Development Finance Corp Ltd , Nestle SA , Unilever NV DR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: 10 Year US Treasury Note Future Mar15 , Fed Natl Mort Assc 4.5% , US Treasury Bond 3.125% , FNMA 4% TBA , 5 Year US Treasury Note Future Mar15 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , CVS Health Corp , Microsoft Corp , JPMorgan Chase & Co , McKesson Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Target Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Schlumberger NV , Anadarko Petroleum Corp , Noble Energy Inc , Marathon Petroleum Corp , Concho Resources Inc ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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Funds From: intax - Columbia AMT-Free Tax-Exempt Bond A LW to pgnax - Prudential Jennison Natural Resourc A LW - Mid Blend
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