Funds From: lctax - Columbia Connecticut Interm Muni Bd A LW to msoax - MainStay Common Stock A Load Waived


  • Holdings: Reynolds American Inc , Microsoft Corp , Philip Morris International Inc , Sysco Corp , GlaxoSmithKline PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Bond 3.375% , Guggenheim Strategy I , Ultra Treasury Bond Future Sept14 ,
  • Category: Trading-Leveraged Debt
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  • Holdings: JPMorgan Chase & Co , Capital One Financial Corp , Comcast Corp Class A , Citigroup Inc , General Dynamics Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: First Eagle Global Cayman Fund , Oracle Corporation , Microsoft Corp , Gold Commodity In Ounces , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: BHP Billiton PLC , BP PLC , Rio Tinto Ltd , Archer-Daniels Midland Co , Monsanto Co ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Holdings: Air New Zealand Ltd , Arrow Global Group PLC , Hays PLC , CT Environmental Group Ltd , Howden Joinery Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Occidental Petroleum Corp , JPMorgan Chase & Co , Pfizer Inc , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: National Australia Bank Limited , EDP - Energias de Portugal SA , Total SA ADR , Eni SpA ADR , TDC A/S ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Valeo SA ADR , Henkel AG & Co KGaA ADR , Magna International Inc Class A , Smith & Nephew PLC ADR , Aegon NV ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R5 , JPMorgan International Equity R6 , JPMorgan Intl Opp R6 , JPMorgan Intrepid America R5 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Philip Morris International Inc , Christian Dior SA , Roche Holding AG ADR , Exxon Mobil Corporation , Apple Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Google Inc Class A , Apple Inc , Monsanto Co , Visa Inc Class A , United Rentals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds American Balanced R6 , American Funds Invmt Co of Amer R6 , American Funds New Perspective R6 , American Funds SMALLCAP World R6 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 5 Stars
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  • Holdings: Megaworld Corp , Britvic PLC , G8 Education Ltd , Aecon Group Inc , CCL Industries Inc ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American International Group Inc , Occidental Petroleum Corp , Pfizer Inc , Baker Hughes Inc , Markel Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for mylvx investment picks
  • Holdings: Glimcher Rlty Tr Pfd , Ashford Hosptlty Tr Pfd , InnVest Real Estate Investment Trust , Sunstone Hotel Invs Inc New Pfd , British Land Co PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: ING US Stock Index Port I , ING International Index Port I , ING Russell Mid Cap Index Port I , ING Emerging Markets Index I , ING Russell Small Cap Index Port I ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , SPDR S&P 500 , Exxon Mobil Corporation , Berkshire Hathaway Inc Class B , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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Funds From: lctax - Columbia Connecticut Interm Muni Bd A LW to msoax - MainStay Common Stock A Load Waived
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