Funds From: Symbol/Ticker: cnglx to Symbol/Ticker: cnrvx


  • Holdings: Roche Holding AG ADR , Nestle SA ADR , Pentair PLC , Grupo Televisa SAB ADR , Nidec Corp ADR ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Category: Money Market-Taxable
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  • Holdings: iShares 7-10 Year Treasury Bond , SPDR® S&P 500 ETF , CNI Charter Corporate Bond Servicing , iShares MSCI World , Ivy High Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , SPDR® S&P 500 ETF , CNI Charter Corporate Bond Servicing , iShares MSCI World , Ivy High Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares 7-10 Year Treasury Bond , SPDR® S&P 500 ETF , CNI Charter Corporate Bond Servicing , iShares MSCI World , Ivy High Income I ,
  • Category: Conservative Allocation
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  • Holdings: iShares 7-10 Year Treasury Bond , SPDR® S&P 500 ETF , CNI Charter Corporate Bond Servicing , iShares MSCI World , Ivy High Income I ,
  • Category: Conservative Allocation
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  • Category: Money Market-Taxable
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  • Holdings: Asahi Intecc Co Ltd , NGK Spark Plug Co., Ltd. , Dai-ichi Life Insurance Co Ltd , Kajima , Sumitomo Realty & Development Co Ltd ,
  • Category: Japan Stock
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia High Yield Bond I , Columbia Emerging Markets Bond I , Columbia US Government Mortgage I , Columbia Dividend Opportunity I , Columbia Global Dividend Opportunity I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Money Market-Taxable
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Amazon.com Inc , Microsoft Corp , Home Depot Inc , Delta Air Lines Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Procter & Gamble Co , Coca-Cola Co , PepsiCo Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Trading-Leveraged Equity
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  • Category: Money Market-Taxable
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  • Holdings: LaSalle Hotel Properties , Marriott International Inc Class A , Equity Residential , Cemex SAB de CV ADR , Extra Space Storage Inc ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Schlumberger NV ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC Class A , BP PLC , Schlumberger NV ,
  • Category: Natural Resources
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Halliburton Co , Celgene Corp , CVS Health Corp ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Gilead Sciences Inc , Halliburton Co , Celgene Corp , CVS Health Corp ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Gilead Sciences Inc , Halliburton Co , Celgene Corp , CVS Health Corp ,
  • Category: Large Growth
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Funds From: Symbol/Ticker: cnglx to Symbol/Ticker: cnrvx
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