Funds From: flncx - Nuveen NC Municipal Bond A to clscx - Columbia Strategic Income C


  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Synovus Financial Corp , CoreLogic, Inc. , New York Times Co Class A , Hawaiian Electric Industries Inc , Key Energy Services Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Pfizer Inc , General Electric Co , Exxon Mobil Corporation , Bank of America Corporation , Time Warner Inc ,
  • Category: Large Value
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Principal LargeCap Growth I Inst , Principal Large Cap Value III Inst , Principal Bond & Mtg Securities Inst , Principal Core Plus Bond I Institutional , Principal Overseas Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 4 Stars
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  • Holdings: Monsanto Co , Apple Inc , Gilead Sciences Inc , Qualcomm Inc , Schlumberger NV ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: ConocoPhillips , Citigroup Inc , Chevron Corp , JPMorgan Chase & Co , CVS Caremark Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares S&P 500 Value , FlexShares iBoxx 3Yr Target Dur TIPS ETF , PIMCO 1-5 Year US TIPS Index ETF , Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Growth R5 , MFS® Value R5 , MFS® Research R5 , MFS® Mid Cap Value R5 ,
  • Category: Target Date 2021-2025
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  • Holdings: Cisco Systems Inc , Qualcomm Inc , Nokia Oyj ADR , Juniper Networks Inc , LM Ericsson Telephone Company ADR Class B ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Naspers Ltd Class N , Hyundai Motor Co ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Itau Unibanco Holding S.A. , Ambev SA ADR , America Movil SAB de CV ADR , Petroleo Brasileiro SA Petrobras , Fomento Economico Mexicano SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , SL Green Realty Corp , Unibail-Rodamco SE , Essex Property Trust Inc , Mitsui Fudosan Co Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Prologis Inc , Health Care REIT, Inc. ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Marsh & McLennan Companies Inc , Loews Corp , Fifth Third Bancorp , Kohl's Corp , Gap Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: PolyOne Corp , CoStar Group Inc , United Rentals Inc , Kirby Corp , The Middleby Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , Texas Instruments Inc , American Express Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Emaar Properties PJSC , China Overseas Land & Investment Ltd , Ayala Land Inc , China State Construction International Holdings Ltd , Global Logistic Properties Ltd ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Direxion Mfs , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 ,
  • Category: Managed Futures
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Funds From: flncx - Nuveen NC Municipal Bond A to clscx - Columbia Strategic Income C
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