Funds From: nciax - Columbia Convertible Securities Z - Convertibles to epivx - EuroPac International Value A - Foreign Large Blend


  • Holdings: Micron Tech Cv 2.125% , Sandisk 144A Cv 0.5% , Gilead Sciences Cv 1.625% , Cobalt Intl Engy Cv 2.625% , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 5 Stars
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  • Holdings: VY T. Rowe Price Capital Appreciation I , Voya US Stock Index I , Voya Multi-Manager Mid Cap Value I , Voya Multi-Manager Large Cap Core I , Voya Large Cap Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , AIA Group Ltd , Cheung Kong Holdings Ltd , Industrial And Commercial Bank Of China Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Bayer AG , Nestle SA , Honda Motor Co Ltd , HSBC Holdings PLC , Danone ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Principal Income Inst , Principal Government & High Qual Bd Inst , Principal Equity Income Inst , Principal LargeCap Value Inst , Principal Diversified Intl Inst ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI United Kingdom , Roche Holding AG Dividend Right Cert. , Novartis AG , Nestle SA , iShares MSCI Japan ,
  • Category: Foreign Large Blend
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  • Holdings: Shutterfly Inc , WEX Inc , SPS Commerce Inc , Fiesta Restaurant Group Inc , Swift Transportation Co ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Ezion Holdings Ltd , Estacio Participacoes SA , Glencore PLC , BB Seguridade Participacoes SA , Tech Mahindra Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay MAP I , MainStay Common Stock I , MainStay S&P 500 Index I ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Merck & Co Inc , CBS Corp Class B , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay ICAP International I , MainStay Common Stock I , MainStay MAP I , MainStay Large Cap Growth I ,
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Goodrich Petroleum Corp , FEI Co , Kodiak Oil & Gas Corp , RBC Bearings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Deutsche Core Equity Institutional , Deutsche Equity 500 Index Institutional , Deutsche EAFE Equity Index Institutional , Deutsche Small Cap Core S , Deutsche Global Small Cap Institutional ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Bank of America Corporation , Citigroup Inc , Merck & Co Inc , JPMorgan Chase & Co , American Express Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay MAP I , MainStay Large Cap Growth I , MainStay Common Stock I , MainStay Epoch US All Cap I ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Holdings: Toyota Motor Corp , Samsung Electronics Co Ltd , Commonwealth Bank of Australia , BHP Billiton Ltd , Westpac Banking Corp ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Telefonica Brasil SA ADR , Newcrest Mining Ltd , Major Drilling Group International Inc , Itochu Corp , Isuzu Motors Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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Funds From: nciax - Columbia Convertible Securities Z - Convertibles to epivx - EuroPac International Value A - Foreign Large Blend
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