Funds From: rimhx - City National Rochdale Div & Inc N - Large Value to ecsix - Eaton Vance Short Duration Strat Inc C


  • Holdings: Lorillard Inc , Philip Morris International Inc , Johnson & Johnson , Chevron Corp , Plains All American Pipeline LP ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Direct Line Insurance Group PLC , Oslo Bors VPS Holding ASA , PartnerRe Ltd , RSA Insurance Group PLC , Wells Fargo & Co ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini NASDAQ 100 Index Future Sept14 , Apple Inc , Microsoft Corp , Google Inc Class C , Intel Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: iShares Russell Mid-Cap , Russell 2000 Mini Sep14 Imeq 20140919 , Bellatrix Exploration Ltd , Approach Resources Inc , Belden Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Actavis PLC , McKesson Corp , Amgen Inc , Medtronic Inc , Alexion Pharmaceuticals Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya Global Bond R6 , Voya Large Cap Growth R6 , Voya Large Cap Value R6 , Voya Multi-Manager International Eq I , Voya High Yield Bond I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Cognex Corp , Receptos Inc , Team Health Holdings Inc , Cavium Inc , Agios Pharmaceuticals Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: United Continental Holdings Inc , Sherwin-Williams Co , Ametek Inc , Advance Auto Parts Inc , The Hershey Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Amgen Inc , Wells Fargo & Co , FedEx Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Comcast Corp Class A , Microsoft Corp , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Union Pacific Corp , Humana Inc , Wells Fargo & Co , TJX Companies ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Samsung Electnc Pfd , China Mobile Ltd , Hitachi Ltd , Eni SpA , FUJIFILM Holdings Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Amgen Inc , Cardinal Health Inc , CR Bard Inc , AstraZeneca PLC ADR , Becton Dickinson & Co ,
  • Category: Health
  • Morningstar Rating: 1 Stars
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  • Holdings: Markel Corporation , Omnicom Group Inc , Leucadia National Corp , Global Payments Inc , E*Trade Financial Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Famous Dave's of America Inc , Hurco Companies Inc , Utah Medical Products Inc , Callon Petroleum Co , Strattec Security Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Imperial Tobacco Group PLC , Sanofi , Mabuchi Motor Co., Ltd. , National Grid PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Skyworks Solutions Inc , Advance Auto Parts Inc , Hanesbrands Inc , Henry Schein Inc , SL Green Realty Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Liberty Global PLC Class C , UnitedHealth Group Inc , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Holdings: PacWest Bancorp , Quintiles Transnational Holdings Inc , Blackhawk Network Holdings Inc Class A , Taminco Corp , Extra Space Storage Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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Funds From: rimhx - City National Rochdale Div & Inc N - Large Value to ecsix - Eaton Vance Short Duration Strat Inc C
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