Funds From: cgnax - American Funds Gr and Inc Port 529-A LW to vfcax - Federated Clover Value A


  • Holdings: American Funds Capital Inc Bldr R6 , American Funds Invmt Co of Amer R6 , American Funds Growth Fund of Amer R6 , American Funds Capital World G/I R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
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  • Holdings: Magnum Hunter Resources Corporation , Brazil Resources Inc , Silver Wheaton Corp , Redhawk Resources Inc , Continental Energy Note (18% Due 11/15/2013) ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Pfizer Inc , Exxon Mobil Corporation , Hewlett-Packard Co ,
  • Category: Large Value
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  • Holdings: Johnson & Johnson , Wells Fargo & Co , Procter & Gamble Co , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , General Dynamics Corp , EchoStar Corp , Cubist Pharmaceuticals Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: FNMA , FNMA , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-04-01 , CVS Caremark Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Travelers Companies Inc , Chevron Corp , McDonald's Corp , Exxon Mobil Corporation , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Express Scripts , VF Corp , Western Digital Corp , Stryker Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , Danone , Linde AG ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Forest Laboratories Inc , UnitedHealth Group Inc , Bristol-Myers Squibb Company , Eli Lilly and Co ,
  • Category: Health
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: ING T. Rowe Price Cap Apprec Port I , ING BlackRock Infl-Prot Bd Port I , ING US Bond Index Port I , ING Global Bond R6 , ING Short Term Bond R6 ,
  • Category: Target Date 2016-2020
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , UBS AG , Unilever NV DR , SABMiller PLC , Philip Morris International Inc ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: LVMH Moet Hennessy Louis Vuitton SA , Google Inc Class A , Accenture PLC Class A , Danone , Schlumberger NV ,
  • Category: World Stock
  • 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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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vanguard Total Bond Market II Idx Inv , Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Diversified Intl Inst , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: Patriot Transportation Holdings Inc , First NBC Bank Holding Co , Fabrinet , Hallmark Financial Services Inc , Biglari Holdings Inc ,
  • Category: Small Blend
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  • Holdings: Bunzl PLC , Swift Transportation Co , Croda International PLC , Kroton Educacional SA , Rice Energy Inc ,
  • Category: World Stock
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  • Holdings: Delphi Automotive PLC , Western Digital Corp , Mylan Inc , Boston Scientific Inc , Seagate Technology PLC ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Inc Fund of Amer R6 , American Funds American Mutual R6 ,
  • Category: Conservative Allocation
Sign-up for cneex investment picks
  • Holdings: Corning Inc , NVIDIA Corp , Masco Corp , Valero Energy Corp , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: cgnax - American Funds Gr and Inc Port 529-A LW to vfcax - Federated Clover Value A
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