Funds From: nbiax - Columbia Capital Allocation Mod Agr A LW to gwpax - American Funds Growth Portfolio A


  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Corporate Income I , Columbia US Government Mortgage I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Imperial Tobacco Group PLC , McDonald's Corp , Coca-Cola Co , Nestle SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Imperial Tobacco Group PLC , McDonald's Corp , Coca-Cola Co , Nestle SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Imperial Tobacco Group PLC , McDonald's Corp , Coca-Cola Co , Nestle SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Imperial Tobacco Group PLC , McDonald's Corp , Coca-Cola Co , Nestle SA , Microsoft Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , KDDI Corp , Royal Dutch Shell PLC Class B , Lloyds Banking Group PLC , Swedbank AB Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , KDDI Corp , Royal Dutch Shell PLC Class B , Lloyds Banking Group PLC , Swedbank AB Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Trswap: Rms G Index Termination Date: 11/16/2015 Pricing Pull From Bloomber , Trswap: Rms G Index Mat Date 11/16/15 Act-360;monthly; Issue Date: 11/14/14 , Index Swap (Bcom) Index Mat Date 03/15/15, Act/360, Monthly, Non Compoundin , Index Swap (Bcom) Index Total Return Index Swap - Termination Date 03/05/15 , Financial Select Sector SPDR® ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Trswap: Rms G Index Termination Date: 11/16/2015 Pricing Pull From Bloomber , Trswap: Rms G Index Mat Date 11/16/15 Act-360;monthly; Issue Date: 11/14/14 , Index Swap (Bcom) Index Mat Date 03/15/15, Act/360, Monthly, Non Compoundin , Index Swap (Bcom) Index Total Return Index Swap - Termination Date 03/05/15 , Financial Select Sector SPDR® ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: First American Financial Corp , KKR & Co LP , Lazard Ltd , Gannett Co Inc , Western Union Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: First American Financial Corp , KKR & Co LP , Lazard Ltd , Gannett Co Inc , Western Union Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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Funds From: nbiax - Columbia Capital Allocation Mod Agr A LW to gwpax - American Funds Growth Portfolio A
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