Funds From: CVRYX - Columbia Value and Restructuring Y to limax - Lateef A Load Waived


  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Comcast Corp Class A , CVS Health Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Remgro Ltd , Tata Consultancy Services Ltd , Brilliance China Automotive Holdings Ltd , Siam Commercial Bank PLC , Itau Unibanco Holding SA ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Voya US Bond Index Port I , Voya US Stock Index Port I , Voya International Index Port I , Voya Russell Mid Cap Index Port I , SPDR® Barclays High Yield Bond ETF ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , CVS Health Corp , Gilead Sciences Inc , US Treasury TIP ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Holdings: WisdomTree India Earnings ETF , Chunghwa Telecom Co Ltd , Sime Darby Bhd , Taiwan Cooperative Financial Holding Co Ltd , Hong Leong Bank Bhd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Vanguard REIT ETF , Real Return Funds , Vanguard Total Stock Market ETF , iShares MSCI EAFE , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: BCE Inc , Bank of Montreal , ACE Ltd , Oversea-Chinese Banking Corp Ltd , Royal Bank Of Canada ,
  • Category: Foreign Large Blend
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  • Holdings: Microsoft Corp , Amgen Inc , Samsung Electronics Co Ltd , Hana Financial Group Inc , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: GenCorp Inc , Cantel Medical Corp , Ferro Corp , Strattec Security Corp , Steel Excel Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: 2 Year US Treasury Note Future Dec14 , Federated Mortgage Core Portfolio , iShares MSCI EAFE , 10 Year US Treasury Note Future Dec14 , 5 Year US Treasury Note Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Touchstone Total Return Bond Instl , Touchstone Ultra Short Dur F/I Instl , Touchstone International Value Instl , Touchstone Sands Capital Inst Gr , Touchstone Value Institutional ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Regis Corp , Premier Inc Class A , Headwaters Inc , Vera Bradley Inc , Bank of Hawaii Corp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Catamaran Corp , Affiliated Managers Group Inc , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MassMutual Premier Core Bond I , MassMutual Premier Short-Duration Bd I , MassMutual Premier Infl-Prot and Inc I , MassMutual Select PIMCO Total Ret I , MassMutual Premier Disciplined Value I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , Novartis AG ADR , Zurich Insurance Group AG , Imperial Tobacco Group PLC , Nestle SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Principal Bond & Mtg Securities Inst , Principal LargeCap Growth I Instl , Principal Large Cap Value III Inst , Principal Overseas Instl , Principal Large Cap S&P 500 Index Inst ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Wells Fargo & Co , State Street Corp , Express Scripts ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Time Warner Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Schneider Electric SE , Chocoladefabriken Lindt & Spruengli AG , CIE FINANCIERE RICHEMONT SA , Kühne & Nagel International AG , Heineken Holding NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Calvert Bond I , Calvert Large Cap Core I , Calvert Equity I , Calvert Small Cap I , Calvert International Equity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Alexandria Real Estate Equities Inc , Acadia Realty Trust , Post Properties Inc , Boston Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Celgene Corp , Priceline Group Inc , Microsoft Corp , Baidu Inc ADR , Allergan Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Wynn Resorts Ltd , Ametek Inc , Stanley Black & Decker Inc , Westinghouse Air Brake Technologies Corp , Robert Half International Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: CVRYX - Columbia Value and Restructuring Y to limax - Lateef A Load Waived
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