Funds From: ffrax - Fidelity Advisor Floating Rate Hi A LW - Bank Loan to cmifx - Calvert Large Cap Core A Load Waived - Large Blend


  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Union Pacific Corp , General Electric Co , W W Grainger Inc , Tyco International Ltd ,
  • Category: Industrials
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Westar Energy Inc , SCANA Corp , UIL Holdings Corp , Xcel Energy Inc , CMS Energy Corp ,
  • Category: Utilities
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Lockheed Martin Corp , Raytheon Co , Seagate Technology PLC , Lorillard Inc ,
  • Category: World Stock
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , AstraZeneca PLC , BNP Paribas , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Actavis PLC , Apple Inc , International Business Machines Corp , McGraw Hill Financial Inc , Alliance Data Systems Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Philip Morris International Inc , Altria Group Inc , Priceline Group Inc , Daimler AG , Toyota Motor Corp ,
  • Category: Consumer Defensive
  • Morningstar Rating: 3 Stars
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  • Holdings: Halliburton Co , MDU Resources Group Inc , EOG Resources Inc , Fluor Corp , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Southern Co , General Electric Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: ConAgra Foods Inc , Marsh & McLennan Companies Inc , Snap-on Inc , ACE Ltd , Comerica Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide Portfolio Complt Instl , Nationwide International Index Instl , Nationwide Mid Cap Market Index Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , MediaTek Inc , Naspers Ltd Class N , Grupo Financiero Banorte SAB de CV Class O , Tencent Holdings Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Exxon Mobil Corporation , Monsanto Co , Suncor Energy Inc , Marathon Oil Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 Stars
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  • Holdings: FNMA , CVS Caremark Corp , JPMorgan Chase & Co , Apple Inc , Colgate-Palmolive Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Dryden Core Invt , Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , Exxon Mobil Corporation , US Treasury Note 1.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , JPMorgan Chase & Co , Weatherford International Ltd , Halliburton Co , Viacom Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Oracle Corporation , Qualcomm Inc , DISH Network Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Charter Communications Inc Class A , Carnival Corp , Energizer Holdings Inc , Avago Technologies Ltd , Archer-Daniels Midland Co ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for cmnrx investment picks
  • Holdings: Lockheed Martin Corp , Kraft Foods Group Inc , Total SA , Federated Investors, Inc. Class B , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for fsiux investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , iShares Core MSCI Emerging Market , iShares MSCI United Kingdom , iShares Core MSCI EAFE , iShares Core S&P Small-Cap ,
  • Category: World Allocation
Sign-up for UCAGX investment picks
  • Holdings: Apple Inc , Johnson & Johnson , Directv , FedEx Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: ffrax - Fidelity Advisor Floating Rate Hi A LW - Bank Loan to cmifx - Calvert Large Cap Core A Load Waived - Large Blend
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