Funds From: ATDFX - Invesco Endeavor R6 - Mid Blend to CPFRX - Columbia Small Cap Core Y - Small Blend


  • Holdings: Pike Corp , Ultra Petroleum Corp , Newalta Corp , Brookfield Property Partners LP , Zimmer Holdings Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for ATDFX investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares S&P 500 Value , iShares Core S&P Small-Cap , iShares Core S&P Mid-Cap ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
Sign-up for US66537U6358 investment picks
  • Holdings: Royal Dutch Shell PLC Class B , iShares MSCI EAFE , HSBC Hldgs (UK) (2nd) , Allianz SE , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for CLVRX investment picks
  • Holdings: Chevron Corp , Berkshire Hathaway Inc Class B , Wells Fargo & Co , Pfizer Inc , General Electric Co ,
  • Category: Large Value
Sign-up for FMMLX investment picks
  • Holdings: Comcast Corp Class A , Medtronic Inc , Applied Materials Inc , Apple Inc , Becton Dickinson & Co ,
  • Category: Large Blend
Sign-up for VDGRX investment picks
  • Holdings: First Trust Health Care AlphaDEX® ETF , First Trust Japan AlphaDEX® ETF , First Trust Cnsmr Staples AlphaDEX® ETF , First Trust Europe AlphaDEX® ETF , First Trust Technology AlphaDEX® ETF ,
  • Category: Mid-Cap Blend
Sign-up for SPGAX investment picks
  • Holdings: Infosys Ltd ADR , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electnc Pfd , OAO Lukoil ADR , Tata Motors Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for TMGTX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for CVCRX investment picks
  • Holdings: Bmi28bcs1 Irs Usd P F .75500 2 Cppvanilla , Bmi28bcs1 Irs Usd R V 03mlibor 1 Ccpvanilla , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Bmi2cbvj5 Irs Usd R V 03mlibor 1 Ccp , Bmi2cbvj5 Irs Usd P F .72150 2 Ccp ,
  • Category: Multialternative
Sign-up for MMPPX investment picks
  • Holdings: Equinox Chesapeake Strategy ,
  • Category: Managed Futures
Sign-up for EQCHX investment picks
  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Simon Property Group Inc , LaSalle Hotel Properties , Mid-America Apartment Communities ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for ASRFX investment picks
  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for CKKRX investment picks
  • Category: Short-Term Bond
Sign-up for RPPFX investment picks
  • Holdings: Priceline Group Inc , Illumina Inc , LinkedIn Corp Class A , Vertex Pharmaceuticals Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for CCWRX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for JOBEX investment picks
  • Holdings: 10 Year US Treasury Note Future Mar15 , E-mini S&P 500 Index Future Dec14 , Euro BUND Future Dec14 , Aqr Risk Parity Ii Hv Off , 10 Year US Treasury Note Future Mar15 ,
  • Category: Tactical Allocation
Sign-up for QRHNX investment picks
  • Holdings: BCE Inc , Oversea-Chinese Banking Corp Ltd , Bank of Montreal , ACE Ltd , DBS Group Holdings Ltd ,
  • Category: Foreign Large Blend
Sign-up for CVHIX investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSSRX investment picks
  • Holdings: Siderwinder Drilling 144A 9.75% , Hertz 7.5% , Paperworks Inds 144A 9.5% , Tempel Steel Company 144A 12% , Structured Asset Inv 2005-10 FRN ,
  • Category: Multialternative
Sign-up for SANAX investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for CGBYX investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares US Technology ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for BLEIX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for MSJLX investment picks
  • Holdings: Johnson & Johnson , Lockheed Martin Corp , 3M Co , Kimberly-Clark Corp , Chevron Corp ,
  • Category: Large Blend
Sign-up for AFNAX investment picks
  • Category: High Yield Bond
Sign-up for FCFIX investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for OOSIX investment picks
  • Holdings: iShares Russell 1000 Growth , iShares Core S&P 500 , iShares Russell Mid-Cap Growth , iShares Short Treasury Bond , iShares Russell 2000 Value ,
  • Category: Large Blend
Sign-up for FMTSX investment picks
  • Holdings: SBA Communications Corp , Alexion Pharmaceuticals Inc , Lions Gate Entertainment Corp , Citrix Systems Inc , Monotype Imaging Holdings Inc ,
  • Category: Mid-Cap Growth
Sign-up for LCSSX investment picks
  • Holdings: iShares MSCI EAFE , Singapore Telecommunications Limited , Telstra Corp Ltd , Woolworths Ltd , Wesfarmers ,
  • Category: Foreign Large Blend
Sign-up for ANDIX investment picks
  • Holdings: Japan Aviation Electronics Industry Ltd , Barratt Developments PLC , Duerr AG , Howden Joinery Group PLC , Valeo SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
Sign-up for MSSIX investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CPFRX investment picks
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Funds From: ATDFX - Invesco Endeavor R6 - Mid Blend to CPFRX - Columbia Small Cap Core Y - Small Blend
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