Funds From: liiax - Columbia Corporate Income A Load Waived to hfmcx - Hartford MidCap A Load Waived


  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Mitsubishi Estate , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: JPMorgan Intrepid America Sel , JPMorgan US Equity Sel , JPMorgan Core Bond Select , JPMorgan Large Cap Value Select , JPMorgan Core Plus Bond Select ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Lord Abbett Developing Growth I , Lord Abbett Small Cap Value I , Lord Abbett Value Opportunities I , Lord Abbett International Opp I , Lord Abbett Micro Cap Value I ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: PacWest Bancorp , Barnes Group Inc , South State Corp , Pebblebrook Hotel Trust , Kennedy-Wilson Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Small Cap Growth Port ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Intel Corp , Lockheed Martin Corp , Eli Lilly and Co , Merck & Co Inc , Lorillard Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Templeton Foreign R6 , Franklin DynaTech R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 5 Stars
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  • Holdings: Google Inc Class A , Accenture PLC Class A , LVMH Moet Hennessy Louis Vuitton SA , Danone , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , Occidental Petroleum Corp , Citigroup Inc , Cameron International Corp , UnitedHealth Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Limited Duration Credit Instl , Columbia Large Value Quantitative I , Columbia Emerging Markets Bond I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Bayer AG , Iliad , BG Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Apple Inc , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Intermediate
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pcbax investment picks
  • Holdings: Geospace Technologies Corp , Cabela's Inc , Carbo Ceramics Inc , Trinity Industries Inc , Evercore Partners Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for cugax investment picks
  • Holdings: Berkshire Hathaway Inc Class A , American Express Co , Sanofi , International Business Machines Corp , Chevron Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for coltx investment picks
  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
Sign-up for poxax investment picks
  • Holdings: Ubs Relationship Fds , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bnglx investment picks
  • Holdings: Advance Auto Parts Inc , Equifax Inc , Robert Half International Inc , Alkermes PLC , Genpact Ltd ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
Sign-up for hfmcx investment picks
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Funds From: liiax - Columbia Corporate Income A Load Waived to hfmcx - Hartford MidCap A Load Waived
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