Funds From: aeebx - Columbia European Equity B - Large Growth to wbtmx - Waddell & Reed Tax Managed Eq B - Large Growth


  • Holdings: Bayer AG , Roche Holding AG Dividend Right Cert. , Novartis AG , L'Oreal SA , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
Sign-up for aeebx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , ING Groep N.V. , Deutsche Post AG , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pigmx investment picks
  • Holdings: Bank of the Ozarks Inc , California Republic Bancorp , PacWest Bancorp , Signature Bank , ConnectOne Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for hssax investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for fgiox investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , S+p500 Emini Fut Mar15 Xcme 20150320 , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for mmiex investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fbscx investment picks
  • Holdings: Columbia Dividend Income I , Columbia Contrarian Core I , Columbia Select Large Cap Growth I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for ngpax investment picks
  • Holdings: Nippon Telegraph & Telephone Corp ADR , Teva Pharmaceutical Industries Ltd ADR , ISS A/S , Royal Dutch Shell PLC ADR Class B , Sanofi ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for ngrrx investment picks
  • Category: Muni California Intermediate
  • Morningstar Rating: 4 Stars
Sign-up for jpicx investment picks
  • Holdings: Vanguard Dividend Appreciation ETF , PIMCO Total Return Active ETF , iShares TIPS Bond , iShares MSCI USA Quality Factor , PIMCO Enhanced Short Maturity Active ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for clerx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for mhiix investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for osiyx investment picks
  • Category: Short Government
  • Morningstar Rating: 2 Stars
Sign-up for ontbx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
Sign-up for fctrx investment picks
  • Holdings: Staples Inc , Kraft Foods Group Inc , Cisco Systems Inc , Coach Inc , Accenture PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for fdstx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for savbx investment picks
  • Holdings: Apple Inc , American International Group Inc , Hess Corp , Visa Inc Class A , JPMorgan Chase & Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for mrgcx investment picks
  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
Sign-up for clfax investment picks
  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , Exelon Corp , PG&E Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
Sign-up for fugax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for mtgdx investment picks
  • Holdings: iShares Russell Mid-Cap Growth , Panera Bread Co Inc Class A , Align Technology Inc , Brookdale Senior Living Inc , Advance Auto Parts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for frsdx investment picks
  • Holdings: Novartis AG ADR , GlaxoSmithKline PLC ADR , Roche Holding AG Dividend Right Cert. , Celgene Corp , Biogen Idec Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for gthcx investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Check Point Software Technologies Ltd , Israel Chemicals Ltd , Perrigo Co PLC , Bank Hapoalim B M ,
  • Category: Miscellaneous Region
Sign-up for amdcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for pghcx investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for ebmbx investment picks
  • Holdings: Enbridge Inc , Kinder Morgan, Inc. , American Tower Corp , Crown Castle International Corp , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
Sign-up for utldx investment picks
  • Holdings: Honeywell International Inc , Wells Fargo & Co , Apple Inc , Visa Inc Class A , CVS Health Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for rtlcx investment picks
  • Holdings: CVS Health Corp , Gilead Sciences Inc , Apple Inc , Lowe's Companies Inc , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for ceyix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
Sign-up for brhyx investment picks
  • Holdings: L Brands Inc , Apple Inc , Visa Inc Class A , MasterCard Inc Class A , Allergan Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for wbtmx investment picks
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Funds From: aeebx - Columbia European Equity B - Large Growth to wbtmx - Waddell & Reed Tax Managed Eq B - Large Growth
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