Funds From: iyeax - Ivy Tax-Managed Equity A to opamx - Oppenheimer Rochester MN Municipal A


  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , MasterCard Inc Class A , Toyota Mtr Cr FRN ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Nestle SA , Sumitomo Mitsui Financial Group Inc , HSBC Holdings PLC , Bridgestone Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Delta Air Lines Inc , F5 Networks Inc , Facebook Inc Class A , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nuveen Tactical Market Opportunities I , Nuveen Core Bond I , Nuveen Core Plus Bond I , Nuveen Dividend Value R6 , Nuveen High Yield Municipal Bond I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Providence Service Corp , John Wiley & Sons Inc Class A , Belden Inc , OFG Bancorp , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Health Care REIT, Inc. , Boston Properties Inc , AvalonBay Communities Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: East West Bancorp Inc , ITT Corp , Synopsys Inc , Platinum Underwriters Holdings Ltd , Chemtura Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Ameriprise Financial Inc , Celgene Corp , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Occidental Petroleum Corp , Cisco Systems Inc , Berkshire Hathaway Inc Class B , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: DexCom Inc , Acadia Healthcare Co Inc , WEX Inc , Mobileye Nv Preferred Stock , ExamWorks Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: ICICI Bank Ltd , Housing Development Finance Corp Ltd , HDFC Bank Ltd , ITC Ltd , Tata Consultancy Services Ltd ,
  • Category: India Equity
  • Morningstar Rating: 2 Stars
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  • Holdings: Japan Aviation Electronics Industry Ltd , Barratt Developments PLC , Duerr AG , Howden Joinery Group PLC , Valeo SA ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Nike Inc Class B , Microsoft Corp , US Treasury TIP 1.25% , Illinois Tool Works Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co , Merck & Co Inc , Microsoft Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: British American Tobacco PLC , Nestle SA , Unilever PLC , Reckitt Benckiser Group PLC , Sanofi ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Citigroup Inc , Weatherford International PLC , JPMorgan Chase & Co , General Electric Co , Suncor Energy Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , Baker Hughes Inc , Core Laboratories NV , EOG Resources Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , Microsoft Corp , CVS Health Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , China Construction Bank Corp H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Bank Of China Ltd. H Shares , KGHM Polska Miedz SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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Funds From: iyeax - Ivy Tax-Managed Equity A to opamx - Oppenheimer Rochester MN Municipal A
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