Funds From: RBAAX - American Funds Balanced Portfolio R1 - Large Blend to CNMRX - Columbia Income Builder R4 - Large Value


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
Sign-up for RBAAX investment picks
  • Holdings: BlackRock Master Basic Value LLC , BlackRock Master Large Cap Growth Port , BlackRock EuroFund Instl , BlackRock Equity Dividend Instl , BlackRock Capital Appreciation BlackRock ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
Sign-up for BLHIX investment picks
  • Holdings: Berkshire Hathaway Inc Class B , American Express Co , 3M Co , Honeywell International Inc , General Electric Co ,
  • Category: Large Value
Sign-up for GLLIX investment picks
  • Holdings: NetApp Inc , Lockheed Martin Corp , EMC Corp , General Dynamics Corp , Dr Pepper Snapple Group Inc ,
  • Category: Large Blend
Sign-up for CLTAX investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , MSCI EAFE Index Future Dec14 , Columbia Commodity Strategy I , MSCI Emerging Market Index Future Dec14 , Germany (Federal Republic Of) 0.78921% ,
  • Category: Tactical Allocation
Sign-up for CRKRX investment picks
  • Holdings: CACI International Inc Class A , Capitol Federal Financial Inc , Empire District Electric Co , ALLETE Inc , NorthWestern Corp ,
  • Category: Small Blend
Sign-up for CHSCX investment picks
  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
Sign-up for JPCIX investment picks
  • Category: Muni California Long
Sign-up for PCTTX investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Sigma-Aldrich Corp , Wal-Mart Stores Inc , McDonald's Corp , Stericycle Inc ,
  • Category: Long/Short Equity
Sign-up for CHLIX investment picks
  • Holdings: Zynga Inc Class A , Opko Health Inc , Tesla Motors Inc , Aegerion Pharmaceuticals Inc , Rally Software Development Corp ,
  • Category: Long/Short Equity
Sign-up for CIAAX 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 CVHAX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Core US Aggregate Bond ,
  • Category: Target Date 2031-2035
Sign-up for JPBRX investment picks
  • Holdings: Brent Crude Futr Nov14 , Gold 100 Oz Futr Dec14 , Natural Gas Futr Nov14 , Lme Nickel Future Nov14 , Wti Crude Future Jan15 ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
Sign-up for CCSCX investment picks
  • Holdings: India Fund Inc , Taiwan Semiconductor Manufacturing Co Ltd ADR , Tencent Holdings Ltd , China Am Hk , Techtronic Industries Co Ltd ,
  • Category: Diversified Emerging Mkts
Sign-up for CVMCX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for TNAFX investment picks
  • Category: Commodities Broad Basket
Sign-up for NGVIX investment picks
  • 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
Sign-up for PAAEX investment picks
  • Holdings: Energy Transfer Partners LP , Starwood Property Trust, Inc. , BAE Systems PLC , Belgacom SA , AT&T Inc ,
  • Category: World Stock
Sign-up for TAIGX investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Micron Technology Inc , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for CTHRX investment picks
  • Holdings: BOC Hong Kong Holdings Ltd , AbbVie Inc , HKT Trust and HKT Ltd , Swiss Re AG , Union Pacific Corp ,
  • Category: World Stock
Sign-up for NUGAX investment picks
  • Category: Short-Term Bond
Sign-up for RPPVX 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 SPGFX investment picks
  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
Sign-up for CCOCX investment picks
  • Holdings: E-mini S&P 500 Index Future Dec14 , Sigma-Aldrich Corp , Wal-Mart Stores Inc , McDonald's Corp , Stericycle Inc ,
  • Category: Long/Short Equity
Sign-up for CHLTX investment picks
  • Holdings: CACI International Inc Class A , Capitol Federal Financial Inc , Empire District Electric Co , ALLETE Inc , NorthWestern Corp ,
  • Category: Small Blend
Sign-up for CHSTX investment picks
  • Holdings: DexCom Inc , Acuity Brands Inc , CoStar Group Inc , Cepheid , AthenaHealth Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for APHSX investment picks
  • Holdings: SPDR® S&P 500 ETF , S+p 500 Index Dec14 1935 Call , S+p 500 Index Dec14 1875 Call , S+p 500 Index Dec14 1950 Call , S+p 500 Index Dec14 1960 Call ,
  • Category: Market Neutral
Sign-up for AZIIX investment picks
  • Holdings: Ashtead Group PLC , Pigeon Corporation , Pandora AS , Dollarama Inc , Techtronic Industries Co Ltd ,
  • Category: Foreign Small/Mid Growth
Sign-up for RAIIX investment picks
  • Holdings: Denbury Resources Inc , TIBCO Software Inc , Iron Mountain Inc , Apple Inc , Loews Corp ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for WILSX 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 CNMRX investment picks
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Funds From: RBAAX - American Funds Balanced Portfolio R1 - Large Blend to CNMRX - Columbia Income Builder R4 - Large Value
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