Funds From: rdclx - Columbia Limited Duration Credit C to rfgtx - American Funds 2040 Trgt Date Retire R6


  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Citigroup Inc , Mondelez International Inc Class A , Comcast Corp Class A , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for cwiex investment picks
  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Toyota Motor Corp , Greencore Group PLC , Roche Holding AG Dividend Right Cert. , Barratt Developments PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , PepsiCo Inc , Gilead Sciences Inc , Comcast Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fiserv Inc , IHS Inc Class A , Altera Corp , Textron Inc , INTL BK FOR RECON &DEV DISC NT ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Skyworks Solutions Inc , Edwards Lifesciences Corp , Visa Inc Class A , SanDisk Corp , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Cigna Corp , Lincoln National Corp , Sempra Energy , FirstEnergy Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Raymond James Financial Inc , Jarden Corp , Old Dominion Freight Lines , Icon PLC , LKQ Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , Beijing Enterprises Water Group Ltd , China Construction Bank Corp H Shares , PetroChina Co Ltd , China Life Insurance Co Ltd H Shares ,
  • Category: China Region
  • Morningstar Rating: 2 Stars
Sign-up for aacfx investment picks
  • Holdings: Kinder Morgan, Inc. , Altria Group Inc , Plains GP Holdings LP Class A , Microsoft Corp , Novartis AG ADR ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for biadx investment picks
  • Holdings: Lockheed Martin Corp , Archer-Daniels Midland Co , Frontier Communications Corp Class B , Belgacom SA , Northrop Grumman Corp ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Ross Stores Inc , Alaska Air Group Inc , Polaris Industries Inc , AmTrust Financial Services Inc , The Middleby Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for ccayx investment picks
  • Holdings: MorphoSys AG , DCC PLC , Paramount Resources Ltd Class A , Total Energy Services Trust , First Pacific Co Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Holdings: S&P 500 Index Future Dec14 , High Yield Bond Portfolio , Federated Project and Trade Fin Cor , 10 Year US Treasury Note Future Dec14 , Apple Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Citigroup Inc , Microsoft Corp , Amgen Inc , JPMorgan Chase & Co , EMC Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for lmvfx investment picks
  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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Funds From: rdclx - Columbia Limited Duration Credit C to rfgtx - American Funds 2040 Trgt Date Retire R6
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