Funds From: rshix - Columbia High Yield Bond I - High Yield Bond to iivax - Transamerica Small/Mid Cap Value A LW - Mid-Cap Blend


  • Category: High Yield Bond
  • Morningstar Rating: 5 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: Hartford Financial Services Group Inc , XL Group PLC , M&T Bank Corp , Cimarex Energy Co , Invesco Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay Large Cap Growth I , MainStay MAP I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Lincoln National Corp , Delta Air Lines Inc , Helix Energy Solutions Group Inc , JPMorgan Chase & Co , Invesco Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: S&P 500 Index Future Dec14 , High Yield Bond Portfolio , Federated Project and Trade Fin Cor , 10 Year US Treasury Note Future Dec14 , Apple Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: International Business Machines Corp , Microsoft Corp , Willis Group Holdings PLC , Hub Group Inc Class A , Juniper Networks Inc ,
  • Category: Mid-Cap Blend
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  • Holdings: Microsoft Corp , Apple Inc , Qualcomm Inc , Google Inc Class C , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Franklin Growth R6 , Templeton Global Total Return R6 , Franklin Rising Dividends R6 , Franklin US Government Secs R6 , Franklin Low Duration Total Return R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Belden Inc , Mueller Industries Inc , Helen of Troy, Ltd. , Charles River Laboratories International Inc , G & K Services Inc Class A ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Starwood Property Trust, Inc. , Energy Transfer Partners LP , Canadian Oil Sands Ltd , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
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  • Holdings: Select US Equity Y , Select International Equity Y , Russell Global Equity Y , Russell Emerging Markets Y , Russell US Small Cap Equity Y ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Eli Lilly and Co , Apache Corporation , Apple Inc , Kroger Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Targa Resources Corp , Regency Energy Partners LP , ONEOK Inc ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Visa Inc Class A , Oracle Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Kraton Polymers Llc / Kraton 6.75% , Rayonier A.M. Prods 144A 5.5% , Hornbeck Offshore Svcs Inc New 5.875% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , GATX Corp , Cato Corp Class A ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Altria Group Inc , AbbVie Inc , CenturyLink Inc , Seagate Technology PLC , Lockheed Martin Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Property Trust , Atmos Energy Corp , Webster Financial Corp , Ameren Corp , Level 3 Communications Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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Funds From: rshix - Columbia High Yield Bond I - High Yield Bond to iivax - Transamerica Small/Mid Cap Value A LW - Mid-Cap Blend
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