Funds From: CCNTX - Compass EMP Cmdty Strats Enh Vltl Wtd T - -- to CEAAX - Catalyst Event Arbitrage A - Mid Blend


  • Holdings: At&T 2.4% , Cempclssf Fund Ltd , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Commodities Broad Basket
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  • Holdings: Apple Inc , Johnson & Johnson , JPMorgan Chase & Co , Amgen Inc , Roche Holding AG Dividend Right Cert. ,
  • Category: World Stock
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
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  • Category: World Bond
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  • Holdings: Manning & Napier Pro-Blend Max Term I ,
  • Category: Target Date 2041-2045
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  • Holdings: Indiabulls Housing Finance Ltd , Divi's Laboratories Ltd , Aurobindo Pharma Ltd , United Phosphorus Ltd , Bharat Forge Ltd ,
  • Category: India Equity
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  • Holdings: Cognizant Technology Solutions Corp Class A , Visa Inc Class A , Helmerich & Payne Inc , Apache Corporation , PNC Financial Services Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
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  • Holdings: RLJ Lodging Trust , Prosperity Bancshares, Inc. , LaSalle Hotel Properties , CNO Financial Group Inc , Highwoods Properties Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Dividend Income I , Columbia Select Large Cap Growth I , Columbia Contrarian Core I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Infosys Ltd ADR , OAO Lukoil ADR , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electnc Pfd , Tata Motors Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for TMGGX investment picks
  • Holdings: At&T 2.4% , Cempclssf Fund Ltd , Goldman Sachs Grp 5.625% , Compass EMP Ultra Short-Term Fixd Inc I ,
  • Category: Commodities Broad Basket
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  • Holdings: Sigma-Aldrich Corp , Stericycle Inc , McDonald's Corp , Wal-Mart Stores Inc , Markel Corporation ,
  • Category: Large Blend
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  • Category: Muni New York Long
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Microsoft Corp , Honeywell International Inc , Apple Inc , CVS Health Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Growth R5 , MFS® Mid Cap Value R5 , MFS® Research International R5 ,
  • Category: Target Date 2051+
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  • Holdings: Underlying Fds Tr ,
  • Category: Managed Futures
Sign-up for HMFIX investment picks
  • Holdings: Avis Budget Group Inc , Extra Space Storage Inc , Nordson Corp , Mettler-Toledo International Inc , Ametek Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for CUSAX investment picks
  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for PSDQX investment picks
  • Holdings: Bank of Montreal , BCE Inc , ACE Ltd , Oversea-Chinese Banking Corp Ltd , Toronto-Dominion Bank ,
  • Category: Foreign Large Blend
Sign-up for CTICX investment picks
  • Holdings: iShares 7-10 Year Treasury Bond , SPDR® S&P 500 ETF , CNI Charter Corporate Bond Servicing , iShares MSCI World , Ivy High Income I ,
  • Category: Conservative Allocation
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  • Holdings: Capitol Federal Financial Inc , Empire District Electric Co , CACI International Inc Class A , ALLETE Inc , Proassurance Corp ,
  • Category: Small Blend
Sign-up for CHSAX investment picks
  • Category: Emerging Markets Bond
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for LWOFX investment picks
  • Holdings: Time Warner Cable Inc , Comcast Corp Class A , SPDR® Dow Jones Industrial Average ETF , SPDR® S&P 500 ETF , iShares Russell 2000 ,
  • Category: Market Neutral
Sign-up for CEAAX investment picks
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Funds From: CCNTX - Compass EMP Cmdty Strats Enh Vltl Wtd T - -- to CEAAX - Catalyst Event Arbitrage A - Mid Blend
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