Funds From: NGAMX - Columbia AMT-Free GA Interm Muni Bd Z to rcwbx - American Funds Capital World Bond R2


  • Holdings: Facebook Inc Class A , Amazon.com Inc , Nestle SA ADR , Christian Dior SA , Twitter Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Apple Inc , General Electric Co , Microsoft Corp , Target Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Eurazeo Ord , Mandarin Oriental International Ltd , Tamburi Investment Partners SPA , L'Occitane International SA ADR , Just Eat PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Russell 2000 Growth , WEX Inc , Vail Resorts Inc , Ultimate Software Group Inc , Healthsouth Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Energy Select Sector SPDR® ETF , Deutsche Post AG ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Twitter Inc , AthenaHealth Inc , Fiesta Restaurant Group Inc , Just Eat PLC , XPO Logistics Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Jardine Strategic Holdings Ltd , Swire Pacific Ltd Class B , AIA Group Ltd , HSBC Holdings PLC , MTR Corp Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Host Hotels & Resorts Inc , Health Care REIT, Inc. , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Mitsubishi Estate , Mitsui Fudosan Co Ltd , Advance Residence Investment Corp , Sun Hung Kai Properties Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: AbbVie Inc , LyondellBasell Industries NV , Morgan Stanley , Time Warner Inc , Carrefour ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Verizon Communications Inc , AT&T Inc , CenturyLink Inc , Profunds Swap Security Gs , SBA Communications Corp ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Castrol India Ltd , Arezzo Industria E Comercio SA , Odontoprev SA , Wood Group (John) PLC , Barry Callebaut AG ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Casey's General Stores Inc , Bank of the Ozarks Inc , Multi-Color Corp , RBC Bearings Inc , Quaker Chemical Corp ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding S.A. , America Movil SAB de CV ADR , Ambev SA ADR , Fomento Economico Mexicano SAB de CV ADR , Petroleo Brasileiro SA Petrobras ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Hanesbrands Inc , SBA Communications Corp , Crown Castle International Corp , Sherwin-Williams Co , Ross Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , AvalonBay Communities Inc , Boston Properties Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Sanofi , Roche Holding AG Dividend Right Cert. , GlaxoSmithKline PLC , BNP Paribas , Samsung Electronics Co Ltd GDR ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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Funds From: NGAMX - Columbia AMT-Free GA Interm Muni Bd Z to rcwbx - American Funds Capital World Bond R2
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