Funds From: CNMRX - Columbia Income Builder R4 - Conservative Allocation to cflgx - ClearBridge Tactical Dividend Incom A LW - Mid-Cap Value


  • Holdings: Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia High Yield Bond I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Gilead Sciences Inc , Apple Inc , Visa Inc Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , AvalonBay Communities Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Royal Dutch Shell PLC Class A , Novartis AG , GlaxoSmithKline PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: El Paso Pipeline Partners LP , Targa Resources Partners LP , Enterprise Products Partners LP , Buckeye Partners LP , Kinder Morgan Management LLC ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for lnyfx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for deggx investment picks
  • Holdings: Bristow Group Inc , G-III Apparel Group Ltd , GulfMark Offshore Inc , Greatbatch Inc , GATX Corp ,
  • Category: Small Blend
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
Sign-up for jfihx investment picks
  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
Sign-up for fdbcx investment picks
  • Holdings: Rock-Tenn Company Class A , CF Industries Holdings Inc , KapStone Paper And Packaging Corp , Plum Creek Timber Co Inc , Louisiana-Pacific Corp ,
  • Category: Natural Resources
Sign-up for INNNX investment picks
  • Holdings: Reed Elsevier PLC , Compass Group PLC , Roche Holding AG , British American Tobacco PLC , Sap AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for aiecx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Comcast Corp Class A , Apple Inc , Travelers Companies Inc , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmesx investment picks
  • Holdings: BT Group PLC , British American Tobacco PLC , Sumitomo Corp , Anheuser-Busch Inbev SA , AXA SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
Sign-up for stitx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for gsnrx investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for mfiix investment picks
  • Holdings: Sumitomo Mitsui Financial Group Inc , Toyota Motor Corp , Mitsubishi UFJ Financial Group Inc , Seven & i Holdings Co Ltd , Telekomunikasi Indonesia (Persero) Tbk Class B ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for lcrbx investment picks
  • Holdings: Amazon.com Inc , Celgene Corp , Biogen Idec Inc , Schlumberger NV , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for sblgx investment picks
  • Holdings: Vanguard European Stock Index ETF , iShares MSCI All Country Asia ex Jpn Idx , WisdomTree Japan Hedged Equity , iShares MSCI EMU Index , Vanguard FTSE Developed Markets ETF ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for rltax investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Total Return Instl , PIMCO Real Return Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for prlix investment picks
  • Holdings: CETIP SA Mercados Organizados , Ultra Petroleum Corp , Booz Allen Hamilton Holding Corp , Rovi Corp , Hollysys Automation Technologies Ltd ,
  • Category: World Stock
Sign-up for IZSRX investment picks
  • Holdings: Apollo Global Management LLC , KKR & Co LP , Natl Money Mart Company 10.375% , Sprint Cap 8.75% , The Adt Corporation 3.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for tricx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mtgax investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
Sign-up for pdatx investment picks
  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO Small Cap StocksPLUS AR Inst , Vanguard Emerging Markets Stock Idx ETF ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for pfyax investment picks
  • Holdings: Energy Transfer Equity LP , Seadrill Ltd , United Tech , Och-Ziff Capital Management Group LLC , TAL International Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for cflgx investment picks
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Funds From: CNMRX - Columbia Income Builder R4 - Conservative Allocation to cflgx - ClearBridge Tactical Dividend Incom A LW - Mid-Cap Value
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