Funds From: covrx - Columbia Convertible Securities R4 - Convertibles to maafx - MFS Aggressive Growth Allocation R1 - World Stock


  • Holdings: Micron Tech Cv 2.125% , Gilead Sciences Cv 1.625% , Bk Amer Pfd , Priceline Grp Cv 1% , CU 144A Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: MSCI Inc , Core Laboratories NV , SBA Communications Corp , j2 Global Inc , DineEquity Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Dycom Industries Inc , Quanta Services Inc , Eagle Materials Inc , Mobile Mini Inc , Kate Spade & Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Total Return Instl , T. Rowe Price New Income , Lord Abbett Core Fixed Income I , iShares MSCI EAFE , SPDR S&P 500 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: ConocoPhillips , Cisco Systems Inc , Johnson Controls Inc , Broadcom Corp , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Russell Strategic Bond Y , Russell Investment Grade Bond Y , Russell International Developed Mkts Y , Russell Global Equity Y , Russell US Defensive Equity Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Dreyfus Global Emerging Markets Y , Tencent Holdings Ltd. , Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Pfizer Inc , JPMorgan Chase & Co , Occidental Petroleum Corp , Wal-Mart Stores Inc , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Mini Msci Emg Mkt Jun14 Xnli 20140620 , Tencent Holdings Ltd. , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Air New Zealand Ltd , Arrow Global Group PLC , Hays PLC , CT Environmental Group Ltd , Howden Joinery Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: S+p 500 Future Jun14 Xcme 20140619 , US Treasury Bond 4.375% , US Treasury Bond 3.75% , US Treasury Bond 4.25% , US Treasury Bond 4.625% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Visa Inc Class A , Applied Materials Inc , Juniper Networks Inc , Facebook Inc Class A , Microsoft Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Cisco Systems Inc , Schlumberger NV , CH Robinson Worldwide Inc , Celgene Corp , Apache Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 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 2041-2045
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Total Bond , Fidelity® Short-Term Bond , Fidelity® Series Broad Market Opps , Fidelity® Equity-Income , Fidelity® Government Income ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate , Ventas Inc , Boston Properties Inc , General Growth Properties Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Enterprise Products Partners LP , Magellan Midstream Partners, L.P. , Plains All American Pipeline LP , Energy Transfer Equity LP , Harbinger Grp 7.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Pfizer Inc , Johnson & Johnson ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , Google Inc Class A , Google Inc Class C , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: S&P 500 Index Future June14 , SPDR S&P 500 , SPDR S&P MidCap 400 , iShares Russell 2000 , Industrial Select Sector SPDR® ,
  • Category: Bear Market
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  • Holdings: Healthcare Services Group Inc , Dril-Quip Inc , SBA Communications Corp , Graco Inc , Hain Celestial Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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Funds From: covrx - Columbia Convertible Securities R4 - Convertibles to maafx - MFS Aggressive Growth Allocation R1 - World Stock
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