Funds From: ivdyx - Ivy Dividend Opportunities Y to eaalx - Eaton Vance Atlanta Capital Focused Gr A


  • Holdings: JPMorgan Chase & Co , Union Pacific Corp , Microchip Technology Inc , Home Depot Inc , Anheuser-Busch Inbev SA ADR ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ashtead Group PLC , Novartis AG , ING Groep N.V. , Safran SA , Royal Dutch Shell PLC Class A ,
  • Category: Europe Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Car, Inc. , Taiwan Semiconductor Manufacturing Co Ltd , Kweichow Moutai Co Ltd , JD.com Inc ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corp , Duke Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Cepheid , Stryker Corporation , Integrys Energy Group Inc , CoreLogic, Inc. , Panera Bread Co Inc Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Sherwin-Williams Co , SBA Communications Corp , Affiliated Managers Group Inc , Signature Bank , Dollar Tree Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Johnson & Johnson , Nestle SA , BP PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC ADR Class A , Hewlett-Packard Co , Cigna Corp , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: GMO International Equity IV , GMO Asset Allocation Bond VI , GMO US Equity Allocation VI , GMO Alpha Only IV , GMO Emerging Markets VI ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: China Everbright Ltd , Valeant Pharmaceuticals International Inc , Mitsubishi UFJ Financial Group Inc , Zurich Insurance Group AG , BP PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Corning Inc , Eaton Corp PLC , Northrop Grumman Corp , KLA-Tencor Corp , LyondellBasell Industries NV ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: 2 Year US Treasury Note Future Dec14 , Federated Mortgage Core Portfolio , iShares MSCI EAFE , 10 Year US Treasury Note Future Dec14 , 5 Year US Treasury Note Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Hewlett-Packard Co , JPMorgan Chase & Co , Trinity Industries Inc , Wells Fargo & Co , Arrow Electronics Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc , Facebook Inc Class A , Gilead Sciences Inc , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Shire PLC , ARM Holdings PLC ADR , Novartis AG , Icon PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Infl-Prot and Inc I , MassMutual Premier Disciplined Gr I , MassMutual Premier Disciplined Value I , MassMutual Select Overseas I ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: MassMutual Select Overseas I , MM MSCI EAFEĀ® International Index I , MassMutual Premier Disciplined Value I , MassMutual Premier Disciplined Gr I , MassMutual Select Diversified Value I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Premier Disciplined Value I ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Holdings: AllianceBern Multi-Mgr Alt Strats Z , US Treasury Note , US Treasury Note 0.375% , US Treasury Note 0.375% , US Treasury Note 1.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Infl Protected Secs I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for abbdx investment picks
  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia US Treasury Index I , Columbia Infl Protected Secs I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cpvrx investment picks
  • Holdings: Columbia Intermediate Bond I , Columbia Corporate Income I , Columbia Contrarian Core I , Columbia Income Opportunities I , Columbia US Government Mortgage I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
Sign-up for agecx investment picks
  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , E-mini S&P 500 Index Future Dec14 , Columbia Overseas Value I , Columbia Large Core Quantitative Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for axpbx investment picks
  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , E-mini S&P 500 Index Future Dec14 , Columbia Overseas Value I , Columbia Large Core Quantitative Instl ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for cagrx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ethix investment picks
  • Holdings: Monsanto Co , Apple Inc , Gilead Sciences Inc , Schlumberger NV , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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Funds From: ivdyx - Ivy Dividend Opportunities Y to eaalx - Eaton Vance Atlanta Capital Focused Gr A
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