Funds From: volmx - Volumetric to cbeqx - Wells Fargo Advantage C&B Lg Cp Val Inv


  • Holdings: SPDR S&P 500 , Yahoo! Inc , OM Group, Inc. , Deckers Outdoor Corporation , Alliant Techsystems Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Anheuser-Busch Inbev SA , Total SA , AstraZeneca PLC , Prudential PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Bayer AG , Lloyds Banking Group PLC , British American Tobacco PLC , KDDI Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Bristol-Myers Squibb Company , Microsoft Corp , BlackRock Inc , AstraZeneca PLC , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New Jersey
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Holdings: Exelon Corp , PG&E Corp , Edison International , Calpine Corp , NextEra Energy Inc ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Fed Natl Mort Assc 3.5% , US Treasury Bond 3.625% , Johnson & Johnson , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Ambev SA ADR , BB Seguridade Participacoes SA , Cemex SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: State Street Corp , Crown Holdings Inc , JPMorgan Chase & Co , Omnicom Group Inc , Carnival Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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Funds From: volmx - Volumetric to cbeqx - Wells Fargo Advantage C&B Lg Cp Val Inv
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