Funds From: CHSIX - Compass EMP US Sm Cp 500 Volatil Wtd I - Small Blend to dfsrx - Delaware Select Growth R - Large Growth


  • Holdings: Cleco Corp , Empire District Electric Co , Avista Corp , Capitol Federal Financial Inc , NorthWestern Corp ,
  • Category: Small Blend
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Mitsubishi UFJ Financial Group Inc , HSBC Holdings PLC , Toyota Motor Corp , Bayer AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , Microsoft Corp , Pfizer Inc , ConocoPhillips , National Oilwell Varco Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Merck & Co Inc , Lorillard Inc , Lockheed Martin Corp , Eli Lilly and Co , Reynolds American Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Roche Holding AG , Novartis AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG ADR , GlaxoSmithKline PLC , Imperial Tobacco Group PLC , Zurich Insurance Group AG , Total SA ADR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Apache Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Chevron Corp , Bank of America Corporation , Wells Fargo & Co , General Motors Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Amazon.com Inc , Priceline Group Inc , Google Inc Class C , Google Inc Class A , Gilead Sciences Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Facebook Inc Class A , Monsanto Co , Celgene Corp , Gilead Sciences Inc , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Altria Group Inc , Philip Morris International Inc , Verizon Communications Inc , National Grid PLC , AbbVie Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Schneider Electric , CIE FINANCIERE RICHEMONT SA , Vipshop Holdings Ltd ADR , Wesco Aircraft Holdings Inc , K├╝hne & Nagel International AG ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Baidu Inc ADR , Samsung Electronics Co Ltd , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR , SK Telecom Co Ltd ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Hillshire Brands Co , AGL Resources Inc ,
  • Category: Long/Short Equity
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  • Category: Muni New York Intermediate
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Aryzta AG , Apple Inc , CGI Group Inc Class A , Time Warner Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst , Principal Diversified Intl Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , United Technologies Corp , Chevron Corp , Gilead Sciences Inc , Schlumberger NV ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Kia Motors Corp , Samsung Electnc Pfd , OAO Lukoil ADR , Sberbank Of Russia ADR , Infosys Ltd ADR ,
  • Category: Diversified Emerging Mkts
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for iboax investment picks
  • Holdings: Johnson & Johnson , Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Time Warner Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for jueax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
Sign-up for srcmx investment picks
  • Holdings: Microsoft Corp , CommonWealth REIT , Celgene Corp , EOG Resources Inc , DineEquity Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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Funds From: CHSIX - Compass EMP US Sm Cp 500 Volatil Wtd I - Small Blend to dfsrx - Delaware Select Growth R - Large Growth
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