Funds From: cmorx - Columbia Marsico Intl Opp R - Foreign Large Growth to swfcx - Sentinel International Equity C - Foreign Large Blend


  • Holdings: Liberty Global PLC Class C , Canadian Pacific Railway Ltd , Gilead Sciences Inc , Priceline Group Inc , CIE FINANCIERE RICHEMONT SA ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Hewlett-Packard Co , Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Exxon Mobil Corporation , American International Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard European Stock Index ETF , iShares Russell 2000 , Ship Finance International Ltd , Freeport-McMoRan Copper & Gold , iShares Core S&P 500 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Sherwin-Williams Co , Delta Air Lines Inc , Affiliated Managers Group Inc , Constellation Brands Inc Class A , Wynn Resorts Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MBS , iShares iBoxx $ Invst Grade Crp Bond , iShares Credit Bond , SPDR Barclays High Yield Bond , iShares iBoxx $ High Yield Corporate Bd ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: SPDR S&P 500 , Vanguard Total Bond Market ETF , Vanguard FTSE Developed Markets ETF , SPDR Barclays International Treasury Bd , iShares TIPS Bond ,
  • Category: Target Date 2016-2020
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  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , SL Green Realty Corp , NRG Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Industrial And Commercial Bank Of China Ltd H Shares , China Construction Bank Corp H Shares , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Select Strategic Bond R5 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Zimmer Holdings Inc , Host Hotels & Resorts Inc , Portland General Electric Co , SL Green Realty Corp , NRG Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , SABMiller PLC , Qualcomm Inc , Danone , Heineken Holding NV ,
  • Category: World Stock
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  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Northrop Grumman Corp , Amdocs Ltd ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Real Estate Equity I , Columbia Commodity Strategy I , US Treasury Note 3.625% , US TREASURY TIP , US Treasury Note 2.75% ,
  • Category: World Allocation
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  • Holdings: Roche Holding AG , Royal Dutch Shell PLC Class A , Bayer AG , Iliad , Bayerische Motoren Werke AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , Johnson & Johnson , Eaton Corp PLC , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for JGPSX investment picks
  • Holdings: PartnerRe Ltd , Snap-on Inc , Berry Plastics Group Inc , Ryder System Inc , Arrow Electronics Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for libcx investment picks
  • Holdings: Samsung Electronics Co Ltd , Australia and New Zealand Banking Group Ltd , Toyota Motor Corp , Telstra Corp Ltd , Commonwealth Bank of Australia ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , Royal Dutch Shell PLC Class A , AstraZeneca PLC , BP PLC , Banco Santander SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
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  • Holdings: Apple Inc , Amazon.com Inc , JPMorgan Chase & Co , Qualcomm Inc , Bank of America Corporation ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Vwo Us R Usl3m P 07/02/14 Cs , FNMA , FNMA , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp , Vwo Us R Usl3m P 09/19/14 Cs ,
  • Category: World Allocation
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  • Holdings: Royal Dutch Shell PLC Class A , Rio Tinto PLC , BG Group PLC , BP PLC ADR , First Quantum Minerals Ltd ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Premier Disciplined Value R5 ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: Synopsys Inc , Lam Research Corp , Apple Inc , Teradyne Inc , Check Point Software Technologies Ltd ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Red Electrica de EspaƱa SA , Adecco SA , Nestle SA , Shriram Transport Finance Co Ltd , Renault SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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Funds From: cmorx - Columbia Marsico Intl Opp R - Foreign Large Growth to swfcx - Sentinel International Equity C - Foreign Large Blend
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