Funds From: wegax - Waddell & Reed Energy A - Large Growth to cmgrx - Columbia Mid Cap Growth R - Mid Growth


  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , Royal Dutch Shell PLC Class A , Pfizer Inc , Cisco Systems Inc , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Goldman Sachs Group Inc , Home Depot Inc , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia European Equity I , Columbia Pacific/Asia I , Columbia Emerging Markets I , Columbia Acorn International I , MSCI EAFE Index Future Dec14 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Amgen Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Amgen Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Amgen Inc , Pfizer Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 2.125% , US Treasury Note 1.375% , US Treasury TIP , FHLBA 0.5% , Metlife 6.75% ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Glimcher Realty Trust , Hersha Hospitality Trust , Sun Communities Inc , Duke Realty Corp , Home Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Centene Corp , Health Net Inc , Brocade Communications Systems Inc , Aspen Insurance Holdings Ltd , PartnerRe Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Allstate Corp , Wells Fargo & Co , Northrop Grumman Corp , JPMorgan Chase & Co , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for anlrx investment picks
  • Holdings: Randgold Resources Ltd , CLP Holdings Ltd , SES SA DR , MAN SE , Fresenius Medical Care AG & Co. KGaA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Oracle Corporation , Parker Hannifin Corp , Emerson Electric Co , JPMorgan Chase & Co , Qualcomm Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , Ventas Inc , Camden Property Trust , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Lockheed Martin Corp , PepsiCo Inc , Toronto-Dominion Bank , Aetna Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Health Corp , Mead Johnson Nutrition Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Housing Development Finance Corp Ltd , AIA Group Ltd , Tata Consultancy Services Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , Baidu Inc ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Amdocs Ltd , Corus Entertainment Inc Class B , Tetra Tech Inc , Bio-Rad Laboratories Inc , Dundee Corp Class A ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , S&P 500 Index Future Dec14 , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Liberty Global PLC Class C , ASML Holding NV , Canadian Pacific Railway Ltd , Alibaba Group Holding Ltd ADR , Tencent Holdings Ltd. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cmorx investment picks
  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Swift Transportation Co , American Assets Trust Inc , Catalent Inc , VCA Inc , Deluxe Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Gilead Sciences Inc , Alibaba Group Holding Ltd ADR , Constellation Brands Inc Class A , Walt Disney Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for cmtrx investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Facebook Inc Class A , Visa Inc Class A , Alibaba Group Holding Ltd ADR ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , Hartford Financial Services Group Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for cmvrx investment picks
  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Dollar Tree Stores Inc , Affiliated Managers Group Inc , Intuit Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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Funds From: wegax - Waddell & Reed Energy A - Large Growth to cmgrx - Columbia Mid Cap Growth R - Mid Growth
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