Funds From: htayx - Highland Total Return Y to degcx - Delaware Intl Value Equity C


  • Holdings: Us 2yr Note (Cbt) Jun14 Xcbt 20140630 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , US Treasury Note 0.75% , Vanguard Emerging Markets Stock Idx ETF , S+p Mid 400 Emini Jun14 Xcme 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Tronox Worldwide 6.375% , Hertz 6.25% , Seagate Hdd Cayman 144A 4.75% , Hornbeck Offshore Svcs Inc New 5.875% , Kraton Polymers Llc / Kraton 6.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Anheuser-Busch Inbev SA , AstraZeneca PLC , Siemens AG ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Holdings: British American Tobacco PLC , Philip Morris International Inc , MasterCard Inc Class A , Housing Development Finance Corp Ltd , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Trinity Industries Inc , Comcast Corp Class A , Biogen Idec Inc , Helmerich & Payne Inc , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , American Tower Corp , AvalonBay Communities Inc , American Campus Communities Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Google Inc Class A , Hospira Inc , Schlumberger NV , Apple Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Cisco Systems Inc , Exxon Mobil Corporation , Norfolk Southern Corp , Royal Dutch Shell PLC ADR Class B ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class B , Novartis AG , Daimler AG , Suncor Energy Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
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  • Holdings: Greif Inc Class A , Highwoods Properties Inc , Dana Holding Corp , Esterline Technologies , Stone Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
Sign-up for csscx investment picks
  • Holdings: S+p500 Emini Fut Jun14 Xcme 20140620 , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , Xai Emini Industr Jun14 Xcme 20140620 , Xap Cons Staples Jun14 Xcme 20140620 , Russell 2000 Mini Jun14 Imeq 20140620 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , CommonWealth REIT , Celgene Corp , EOG Resources Inc , DineEquity Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen High Yield Municipal Bond I , Nuveen Dividend Value R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp , CGI Group Inc Class A , Teva Pharmaceutical Industries Ltd ADR , Novartis AG , Nordea Bank AB ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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Funds From: htayx - Highland Total Return Y to degcx - Delaware Intl Value Equity C
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