Funds From: LLVAX - Legg Mason BW Diversified Lg Cp Val A2 to CVCRX - Columbia Value and Restructuring R5


  • Holdings: Apple Inc , Exxon Mobil Corporation , General Electric Co , Wells Fargo & Co , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for LLVAX investment picks
  • Holdings: Expedia Inc , United Rentals Inc , Signet Jewelers Ltd , Universal Health Services Inc Class B , Robert Half International Inc ,
  • Category: Mid-Cap Growth
Sign-up for APSGX investment picks
  • Holdings: 10 Year US Treasury Note Future Mar15 , 10 Year US Treasury Note Future Mar15 , Euro BUND Future Dec14 , E-mini S&P 500 Index Future Dec14 , Aqr Risk Parity Ii Mv Off ,
  • Category: Tactical Allocation
Sign-up for QRMNX investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Skyworks Solutions Inc , Equinix Inc , Henry Schein Inc , Hanesbrands Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for CPXRX investment picks
  • Category: Emerging Markets Bond
Sign-up for AKFAX investment picks
  • Holdings: MSCI EAFE Index Future Dec14 , Chunghwa Telecom Co Ltd , E-mini S&P 500 Index Future Dec14 , Malayan Banking Bhd , Maxis Bhd ,
  • Category: Market Neutral
Sign-up for CBHTX investment picks
  • Holdings: Foster Wheeler AG , Comcast Corp Class A , Micros Systems Inc , Safeway Inc , tw telecom inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for ARBCX investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , BlackRock Inflation Prted Bd BlackRock ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for BLCIX investment picks
  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for CPFRX investment picks
  • Holdings: iShares MSCI EAFE , Singapore Telecommunications Limited , Telstra Corp Ltd , Woolworths Ltd , Wesfarmers ,
  • Category: Foreign Large Blend
Sign-up for ANDIX investment picks
  • Holdings: SBA Communications Corp , Alexion Pharmaceuticals Inc , Lions Gate Entertainment Corp , Citrix Systems Inc , Monotype Imaging Holdings Inc ,
  • Category: Mid-Cap Growth
Sign-up for LCSSX investment picks
  • Holdings: iShares Russell 1000 Growth , iShares Core S&P 500 , iShares Russell Mid-Cap Growth , iShares Short Treasury Bond , iShares Russell 2000 Value ,
  • Category: Large Blend
Sign-up for FMTSX investment picks
  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
Sign-up for OOSIX investment picks
  • Category: High Yield Bond
Sign-up for FCFIX investment picks
  • Holdings: Johnson & Johnson , Lockheed Martin Corp , 3M Co , Kimberly-Clark Corp , Chevron Corp ,
  • Category: Large Blend
Sign-up for AFNAX investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for MSJLX investment picks
  • Holdings: BlackRock Master Total Return Portfolio , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , iShares US Technology ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for BLEIX investment picks
  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for CGBYX investment picks
  • Holdings: Siderwinder Drilling 144A 9.75% , Hertz 7.5% , Paperworks Inds 144A 9.5% , Tempel Steel Company 144A 12% , Structured Asset Inv 2005-10 FRN ,
  • Category: Multialternative
Sign-up for SANAX investment picks
  • Holdings: Ametek Inc , Donaldson Co Inc , Amphenol Corp Class A , WNS (Holdings) Ltd ADR , Mettler-Toledo International Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for CSSRX investment picks
  • Holdings: BCE Inc , Oversea-Chinese Banking Corp Ltd , Bank of Montreal , ACE Ltd , DBS Group Holdings Ltd ,
  • Category: Foreign Large Blend
Sign-up for CVHIX investment picks
  • Holdings: 10 Year US Treasury Note Future Mar15 , E-mini S&P 500 Index Future Dec14 , Euro BUND Future Dec14 , Aqr Risk Parity Ii Hv Off , 10 Year US Treasury Note Future Mar15 ,
  • Category: Tactical Allocation
Sign-up for QRHNX investment picks
  • Holdings: Vanguard S&P 500 ETF , iShares MSCI EAFE , JPMorgan Realty Income R5 , iShares Russell Mid-Cap , iShares Russell 2000 ,
  • Category: Target Date 2036-2040
Sign-up for JOBEX investment picks
  • Holdings: Priceline Group Inc , Illumina Inc , LinkedIn Corp Class A , Vertex Pharmaceuticals Inc , Pharmacyclics Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for CCWRX investment picks
  • Category: Short-Term Bond
Sign-up for RPPFX investment picks
  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for CKKRX investment picks
  • Holdings: Land Securities Group PLC , AvalonBay Communities Inc , Simon Property Group Inc , LaSalle Hotel Properties , Mid-America Apartment Communities ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
Sign-up for ASRFX investment picks
  • Holdings: Equinox Chesapeake Strategy ,
  • Category: Managed Futures
Sign-up for EQCHX investment picks
  • Holdings: Bmi28bcs1 Irs Usd P F .75500 2 Cppvanilla , Bmi28bcs1 Irs Usd R V 03mlibor 1 Ccpvanilla , Us 10yr Note (Cbt)dec14 Xcbt 20141219 , Bmi2cbvj5 Irs Usd R V 03mlibor 1 Ccp , Bmi2cbvj5 Irs Usd P F .72150 2 Ccp ,
  • Category: Multialternative
Sign-up for MMPPX investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for CVCRX investment picks
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Funds From: LLVAX - Legg Mason BW Diversified Lg Cp Val A2 to CVCRX - Columbia Value and Restructuring R5
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