Funds From: ortfx - Aquila Tax-Free Trust of Oregon A - Muni Single State Interm to cmgix - BlackRock Mid-Cap Growth Equity Instl -


  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , CVS Health Corp , Allergan Inc , UnitedHealth Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Alliance Data Systems Corp , Costco Wholesale Corp , Union Pacific Corp , ASML Holding NV ADR ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Fed Natl Mort Assc 3.5% , 5 Year US Treasury Note Future Dec14 , Credit Default Swap Cdx.Em.22 , PowerShares Senior Loan ETF , 10 Year US Treasury Note Future Dec14 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Nike Inc Class B , Google Inc Class C , Schlumberger NV , AIA Group Ltd ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Covidien PLC , Samsung Electronics Co Ltd , Teva Pharmaceutical Industries Ltd ADR , Oracle Corporation , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Maximus Inc , Dealertrack Technologies Inc , Roadrunner Transportation Systems Inc , The Advisory Board Co , CoStar Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Whirlpool Corp , Northrop Grumman Corp , Allstate Corp , UGI Corp , Medtronic Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P 500 ETF , Navigator Sentry Managed Volatility I , iShares S&P 500 Growth , iShares S&P 100 , SPDR® S&P China ETF ,
  • Category: Long/Short Equity
  • Morningstar Rating: 1 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 2 Stars
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  • Holdings: Twenty-First Century Fox Inc Class A , Google Inc Class A , Citigroup Inc , Madison Square Garden Co Class A , Bank of America Corporation ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Actavis PLC , Ecolab Inc , MasterCard Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Hillshire Brands Co , Protective Life Corp , Safeway Inc , Micros Systems Inc , Myers Industries Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI Best Styles Global Eq R6 , AllianzGI US Managed Volatility Instl , AllianzGI Behavioral Advtg Lg Cp Instl , AllianzGI NFJ Dividend Value Instl ,
  • Category: Target Date 2051+
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , Goldman Sachs Group Inc , MetLife Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Carnival Corp , Apple Inc , Bristol-Myers Squibb Company , Diebold Inc , Goldman Sachs Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Citigroup Inc , Exxon Mobil Corporation , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: LinkedIn Corp Class A , United Therapeutics Corp , Liberty Ventures Class A , Schibsted ASA , Biomarin Pharmaceutical Inc ,
  • Morningstar Rating: 3 Stars
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Funds From: ortfx - Aquila Tax-Free Trust of Oregon A - Muni Single State Interm to cmgix - BlackRock Mid-Cap Growth Equity Instl -
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