Funds From: caewx - Columbia Absolute Ret Enh Multi-Strat W - Multialternative to alszx - 361 Market Neutral I - Market Neutral


  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Johnson & Johnson , Philip Morris International Inc ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Cognizant Technology Solutions Corp Class A , Galaxy Entertainment Group Ltd , Industrial And Commercial Bank Of China Ltd H Shares , HDFC Bank Ltd , Lenovo Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Freeport-McMoRan Inc , Mitsubishi UFJ Financial Group Inc , BP PLC , Johnson & Johnson , Zurich Insurance Group AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Total SA , Novartis AG , Roche Holding AG , British American Tobacco PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR S&P 500 ETF , Altria Group, Inc. , Linear Technology Corp. , Hess Corp. , Kellogg Co. ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Cigna Corp , Sherwin-Williams Co , Royal Caribbean Cruises Ltd , Tenet Healthcare Corp , Parsley Energy Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Facebook Inc Class A , Celgene Corp , Biogen Idec Inc , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Shire PLC , Fuji Heavy Industries , Vinci , Hyundai Motor Co , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: ARRIS Group Inc , Rovi Corp , Verint Systems Inc , Charles River Laboratories International Inc , CoreLogic, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO Total Return Instl , PIMCO Real Return Instl , PIMCO StocksPLUS Instl , PIMCO Emerging Markets Bond Instl , PIMCO Foreign Bond (USD-Hedged) I ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
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  • Holdings: Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , Mitsubishi Heavy Industries Ltd , Hitachi Ltd , Seven & i Holdings Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Credit Index Swap - Cdi , Credit Index Swap - Cdi , Simon Property Group Inc , Equity Trs, Index , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , SPDR S&P MidCap 400 , SPDR S&P 500 , Silicon Laboratories Inc , Masimo Corp ,
  • Category: Market Neutral
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Funds From: caewx - Columbia Absolute Ret Enh Multi-Strat W - Multialternative to alszx - 361 Market Neutral I - Market Neutral
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