Funds From: bercx - Berwyn Cornerstone - Mid Value to cbstx - Columbia Mid Cap Growth T - Mid Growth


  • Holdings: Bank of New York Mellon Corp , Corning Inc , FirstEnergy Corp , Carnival Corp , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Alexion Pharmaceuticals Inc , Union Pacific Corp , CarMax Inc , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Deckers Outdoor Corp , Deluxe Corp , Jarden Corp , Hyster-Yale Materials Handling Inc Class A , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmssx investment picks
  • Holdings: Deckers Outdoor Corp , Deluxe Corp , Jarden Corp , Hyster-Yale Materials Handling Inc Class A , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for cmsvx investment picks
  • Holdings: US Treasury Bond 5.25% , Johnson & Johnson , JPMorgan Chase & Co , Simon Property Group Inc , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for adbyx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
Sign-up for pgcax investment picks
  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
Sign-up for psdcx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Ingredion Inc , World Fuel Services Corp , Belden Inc , Western Refining Inc , Teleflex Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
Sign-up for pnvdx investment picks
  • Holdings: Citigroup Inc , Teva Pharmaceutical Industries Ltd ADR , Unum Group , Interpublic Group of Companies, Inc , Teradyne Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for nqvcx investment picks
  • Holdings: Citigroup Inc , Teva Pharmaceutical Industries Ltd ADR , Unum Group , Interpublic Group of Companies, Inc , Teradyne Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Gilead Sciences Inc , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for tilix investment picks
  • Holdings: General Electric Co , Johnson & Johnson , Wells Fargo & Co , Bank of America Corporation , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for trlix investment picks
  • Holdings: Albany International Corp , On Assignment Inc , Ultimate Software Group Inc , Solera Holdings Inc , Corporate Executive Board Co ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for tscpx investment picks
  • Holdings: Myriad Genetics Inc , Thor Industries Inc , Alleghany Corp , Lincoln Electric Holdings, Inc. , Woodward Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for rpfix investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Wells Fargo & Co , Aflac Inc , Fiserv Inc , Directv ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for bcifx investment picks
  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
Sign-up for dcnjx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for dshpx investment picks
  • Holdings: American International Group Inc , Masonite International Corp , Citigroup Inc , Bank of America Corporation , JPMorgan Chase & Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hwaax investment picks
  • Holdings: American International Group Inc , Masonite International Corp , Citigroup Inc , Bank of America Corporation , JPMorgan Chase & Co ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for hwaix investment picks
  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Baidu Inc ADR , Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Magnit PJSC GDR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for iemfx investment picks
  • Holdings: Amazon.com Inc , Priceline Group Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for itgix investment picks
  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Affiliated Managers Group Inc , Signature Bank , Dollar Tree Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cbsax investment picks
  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Affiliated Managers Group Inc , Signature Bank , Dollar Tree Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for cbstx investment picks
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Funds From: bercx - Berwyn Cornerstone - Mid Value to cbstx - Columbia Mid Cap Growth T - Mid Growth
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