Funds From: bvaax - Sterling Capital VA Interm Tax-Free A to ogbbx - JPMorgan Investor Balanced B


  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Walt Disney Co , BlackRock Inc , Coca-Cola Co , Goldman Sachs Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Verizon Communications Inc , Apple Inc , AT&T Inc , Microsoft Corp , Exxon Mobil Corporation ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: OJSC PhosAgro GDR , Tupy SA , Wonik IPS Co Ltd , Astaldi , Goodbaby International Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Samsung Electronics Co Ltd , Cemex SAB de CV ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Mini Msci Emg Mkt Dec14 Ifus 20141219 , US Treasury Note 3.25% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Nike Inc Class B , Gilead Sciences Inc , Priceline Group Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Pfizer Inc , Intel Corp , Hewlett-Packard Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Mini Msci Emg Mkt Dec14 Ifus 20141219 , Dr Reddy Laboratories Ltd ADR , China Telecom Corp Ltd H Shares , Infosys Ltd ADR , China Mobile Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Corporate Income I , Columbia US Government Mortgage I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Gilead Sciences Inc , Salesforce.com Inc , MasterCard Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: NextEra Energy Inc , Dominion Resources Inc , Sempra Energy , Exelon Corp , PG&E Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Vodafone Group PLC , Nestle SA , Novartis AG , National Grid PLC , CSL Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Sterling Capital Behavioral Intl Eq Inst , Sterling Capital Total Return Bond I , Sterling Capital Special Opps Inst , Sterling Capital Equity Income Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Royal Dutch Shell PLC ADR Class B , Sanofi , UBS Group AG , MS&AD Insurance Group Holdings Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Telekomunikasi Indonesia (Persero) Tbk Class B , Toyota Motor Corp , Commonwealth Bank of Australia , Mitsubishi UFJ Financial Group Inc , Sumitomo Mitsui Financial Group Inc ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Visa Inc Class A , Hewlett-Packard Co , Oracle Corporation ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Wells Fargo & Co , American Express Co , Bank of New York Mellon Corp , Markel Corporation , Visa Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares MSCI South Korea Capped , iShares China Large-Cap , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Airports Of Thailand PLC Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Core Bond Select , JPMorgan US Equity Sel , JPMorgan Core Plus Bond Select , JPMorgan Intrepid America Sel , JPMorgan US Large Cap Core Plus Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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Funds From: bvaax - Sterling Capital VA Interm Tax-Free A to ogbbx - JPMorgan Investor Balanced B
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