Funds From: tbipx - TIAA-CREF Bond Index Premier - Intermediate-Term Bond to opncx - Oppenheimer Rochester NC Municipal A LW - Muni Single State Long


  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Christian Dior SA , BJ's Restaurants Inc , Eurazeo Ord , Edenred SA , L'Occitane International SA ADR ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Holdings: HCA Holdings Inc , Sap AG ADR , Actavis PLC , Gilead Sciences Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Eurazeo Ord , Tamburi Investment Partners SPA , Mandarin Oriental International Ltd , L'Occitane International SA ADR , SECOND CUP LTD ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Actavis PLC , Blackstone Group LP , Rockwood Holdings Inc , Anadarko Petroleum Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Equity Residential , Vornado Realty Trust , AvalonBay Communities Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 , S&P 500 E-Mini 41804 ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Whiting Petroleum Corp , Signet Jewelers Ltd , Microsemi Corp , Total System Services Inc , On Assignment Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: First Republic Bank (San Francisco CA) , Raymond James Financial Inc , Unit Corp , BankUnited Inc , Arthur J Gallagher & Co ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Holdings: Cigna Corp , Actavis PLC , Time Warner Cable Inc , HCA Holdings Inc , Sherwin-Williams Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: MFA Financial Inc , Equity Lifestyle Properties Inc , Acadia Realty Trust , Ventas Inc , Mid-America Apartment Communities ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Holdings: Host Hotels & Resorts Inc , Agilent Technologies Inc , Boston Scientific Inc , SunTrust Banks Inc , Fifth Third Bancorp ,
  • Category: Mid-Cap Value
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 5 Stars
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  • Holdings: Total System Services Inc , Whiting Petroleum Corp , Wabco Holdings Inc , Donaldson Co Inc , Nordson Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for almax investment picks
  • Holdings: Interserve PLC , Deutsche Lufthansa AG , Teleperformance , Jungheinrich AG , Azimut Holding SPA ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree LargeCap Dividend , Vanguard European Stock Index ETF , SPDR BarCap ST High Yield Bond ETF , ALPS RiverFront Strategic Income , PIMCO 0-5 Year High Yld Corp Bd Idx ETF ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Apple Inc , Verizon Communications Inc , Comcast Corp Class A , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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Funds From: tbipx - TIAA-CREF Bond Index Premier - Intermediate-Term Bond to opncx - Oppenheimer Rochester NC Municipal A LW - Muni Single State Long
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