Funds From: lhiax - Columbia High Yield Muni A Load Waived to cldcx - BlackRock Low Duration Bd Inv C2


  • Holdings: Fed Natl Mort Assc 4% , Fed Natl Mort Assc 6% , Fed Natl Mort Assc 3.5% , Govt Natl Mtg Asso 3% , Station Pl Securitization Tr Se 144A FRN ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Invesco Diversified Dividend R6 , PowerShares FTSE RAFI Dev Mkts ex-US ETF , Invesco International Growth R6 , Invesco Balanced-Risk Allc R6 , Invesco Developing Markets R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Comcast Corp Class A , Oracle Corporation , Amgen Inc , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Fin Fut Euro$ Cme 09/14/15 , Ru20intr Trs Equity 3ml-48 *Bullet* Jpm , Fin Fut Euro$ Cme 12/14/15 , Russell 2000 Index Mini TIC , Ru20intr Trs Equity 3ml-40 *Bullet* Fbf ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Hon Hai Precision Ind Co Ltd , Itau Unibanco Holding SA ADR , PetroChina Co Ltd H Shares ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Google Inc Class C , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New Economy R6 , American Funds New World R6 ,
  • Category: World Stock
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC Class A , British American Tobacco PLC , Shire PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , AXA SA , Hitachi Ltd , Henkel AG & Co KGaA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Apple Inc , AIA Group Ltd , NGK Spark Plug Co., Ltd. , Brenntag AG ,
  • Category: World Stock
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  • Holdings: Touchstone Ultra Short Dur F/I Instl , Touchstone Total Return Bond Instl , Touchstone International Fixed Inc Inst , Touchstone Flexible Income Instl , Touchstone Sands Capital Inst Gr ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Mitsubishi Estate Co Ltd , Mitsui Fudosan Co Ltd , Unibail-Rodamco SE , Sun Hung Kai Properties Ltd , Klépierre ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , PIMCO CommoditiesPLUS® Strategy Instl , PIMCO Small Cap StocksPLUS® AR Strt Inst , Vanguard FTSE Emerging Markets ETF ,
  • Category: Target Date 2041-2045
Sign-up for pfzcx investment picks
  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
Sign-up for RGWBX investment picks
  • Holdings: DISH Network Corp , CVS Health Corp , JPMorgan Chase & Co , Wells Fargo & Co , Time Warner Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: AXA SA , Novartis AG , Taiwan Semiconductor Manufacturing Co Ltd , EDP - Energias de Portugal SA , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Blackstone Group LP , Realogy Holdings Corp , Priceline Group Inc , Equinix Inc , Visa Inc Class A ,
  • Category: Long/Short Equity
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Amgen Inc , Verizon Communications Inc , Philip Morris International Inc , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cicfx investment picks
  • Holdings: US Treasury Bond 3% , Guggenheim Strategy I , Us Ultra Bond(Cbt) Mar15 ,
  • Category: Trading-Leveraged Debt
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Funds From: lhiax - Columbia High Yield Muni A Load Waived to cldcx - BlackRock Low Duration Bd Inv C2
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