Funds From: nbiax - Columbia Capital Allocation Mod Agr A LW to tagbx - Templeton Global Balanced A Load Waived


  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for jrsax investment picks
  • Holdings: Gilead Sciences Inc , Actavis PLC , Celgene Corp , Sanofi , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 1 Stars
Sign-up for PHLMX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for thyax investment picks
  • Holdings: AAC Technologies Holdings Inc , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Sanlam Ltd , Powszechny Zaklad Ubezpieczen SA ,
  • Category: Diversified Emerging Mkts
Sign-up for BIAQX investment picks
  • Holdings: Facebook Inc Class A , DISH Network Corp , Apple Inc , Gilead Sciences Inc , Sprint Corp Series 1 ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for VAFAX investment picks
  • Holdings: Invesco Balanced-Risk Allc R6 , Invesco Balanced-Risk Agrsv Allc ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for tnabx investment picks
  • Holdings: Acadia Healthcare Co Inc , LKQ Corp , InterXion Holding NV , Quanta Services, Inc. , VeriFone Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for crdgx investment picks
  • Holdings: American Express Co , Sanofi ADR , Berkshire Hathaway Inc Class A , TE Connectivity Ltd , Macy's Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for chtyx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Visa Inc Class A , Google Inc Class C , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for pogax investment picks
  • Holdings: Toyota Motor Corp , Royal Dutch Shell PLC Class A , AstraZeneca PLC , Sanofi , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for povsx investment picks
  • Holdings: PIMCO Income Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO High Yield Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pasax investment picks
  • Holdings: Exxon Mobil Corporation , Chevron Corp , Zions Bancorp , JPMorgan Chase & Co , Raytheon Co ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for cvaax investment picks
  • Holdings: Franklin Rising Dividends R6 , Franklin DynaTech R6 , Franklin Intl Small Cap Growth R6 , Templeton Global Total Return R6 , Franklin US Government Secs R6 ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for ftrtx investment picks
  • Holdings: Apache Corporation , Anadarko Petroleum Corp , Devon Energy Corp , Schlumberger NV , Chevron Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
Sign-up for iefcx investment picks
  • Holdings: Coca-Cola Enterprises Inc , Silgan Holdings Inc , Actavis PLC , Halliburton Co , Tyco International Ltd ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pmvax investment picks
  • Holdings: Voya Intermediate Bond R6 , Voya Large Cap Value R6 , Voya High Yield Bond I , Voya Large Cap Growth R6 , Voya Multi-Manager International Eq I ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for igpcx investment picks
  • Holdings: Jazz Pharmaceuticals PLC , Cubist Pharmaceuticals Inc , Manhattan Associates Inc , HFF Inc Class A , Greenbrier Companies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for pnsbx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for pvomx investment picks
  • Holdings: Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , Nationwide Mid Cap Market Index Instl , Nationwide Small Cap Index Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for nwicx investment picks
  • Holdings: Brookfield Asset Management Inc Class A , Apple Inc , Wells Fargo & Co , Unilever PLC ADR , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for ciaox investment picks
  • Holdings: Apple Inc , Roche Holding AG , Toyota Motor Corp , Munchener Ruck AG , Lockheed Martin Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cfipx investment picks
  • Holdings: United Mexican States 7.25% , Mexico(Utd Mex St) 8% , Malaysia (Govt Of) 3.172% , Sri Lanka Rep 6.25% , Samsung Electronics Co Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for tagbx investment picks
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Funds From: nbiax - Columbia Capital Allocation Mod Agr A LW to tagbx - Templeton Global Balanced A Load Waived
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