Funds From: cfcrx - Columbia Flexible Capital Income R4 to hwaax.lw - Hotchkis and Wiley Value Opps A LW


  • Holdings: Equity, Bond, Verizon Communications Inc, Johnson & Johnson, BlackRock Inc, Chevron Corp
  • Category: Moderate Allocation
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  • Holdings: Roche Holding AG, Market Vectors Russia ETF, Commonwealth Bank of Australia, Turkiye Halk Bankasi A.S.
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Philip Morris International, Inc., Johnson & Johnson, Pfizer Inc, JPMorgan Chase & Co, Lockheed Martin Corporation
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Banco Latinoamericano de Exportaciones SA Class E, J&J Snack Foods Corp., US Airways Group Inc, Extra Space Storage, Inc., First Republic Bank (San Francisco, CA)
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: JPMorgan Chase & Co, BP PLC ADR, Pfizer Inc, Wells Fargo & Co, Roche Holding AG
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: International Business Machines Corp, Biogen Idec Inc, Salesforce.com, Inc., Amgen Inc, Lockheed Martin Corporation
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Samsung Electronics Co Ltd, Galaxy Entertainment Group Ltd., Lupin Ltd, Taiwan Semiconductor Manufacturing Co Ltd, Universal Robina Corporation
  • Category: Pacific/Asia ex-Japan Stk
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  • Holdings: Chevron Corp, ConocoPhillips, Procter & Gamble Co, CME Group, Inc. Class A, Mondelez International Inc
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Equity, Bond, Columbia Commodity Strategy I, Columbia Dividend Income I, Central Fund of Canada Common, Johnson & Johnson
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Texas Pacific Land Trust, Belo Corporation, Luby's, Inc., Delta Air Lines Inc, Crocs, Inc.
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA, HSBC Holdings PLC, Roche Holding AG, Novartis AG
  • Category: Foreign Large Blend
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  • Holdings: Pfizer Inc, Visa, Inc., Crown Castle International Corp, Danaher Corporation, PepsiCo Inc
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Equity, Bond
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: American International Group Inc, Hewlett-Packard Co, JPMorgan Chase & Co, Citigroup Inc, Royal Dutch Shell PLC ADR Class B
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, Chevron Corp, Johnson & Johnson
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc, Mitsubishi Estate, Mitsui Fudosan Co., Ltd., Unibail-Rodamco SE, Sun Hung Kai Properties, Ltd.
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
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  • Category: Bank Loan
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 5 Stars
Sign-up for bnmlx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Equity, Bond, Valassis Communications Inc, American International Group Inc, Capital One Financial Corp, Bank of America Corporation, Wells Fargo & Co
  • Category: Mid-Cap Value
  • Morningstar Rating: 5 Stars
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Funds From: cfcrx - Columbia Flexible Capital Income R4 to hwaax.lw - Hotchkis and Wiley Value Opps A LW
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