Funds From: Symbol/Ticker: ctocx to Symbol/Ticker: ctvwx


  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds Interm Bd Fd of Amer R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 ,
  • Category: Conservative Allocation
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Acorn International I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Acorn International I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 1 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Medtronic PLC , Citigroup Inc , CVS Health Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Vanguard Small-Cap ETF , Consumer Discret Sel Sect SPDR® ETF , Industrial Select Sector SPDR® ETF ,
  • Category: Tactical Allocation
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  • Holdings: iShares MSCI ACWI , iShares Floating Rate Bond , Vanguard Small-Cap ETF , Consumer Discret Sel Sect SPDR® ETF , Industrial Select Sector SPDR® ETF ,
  • Category: Tactical Allocation
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvcx investment picks
  • Holdings: Matador Resources Co , Opko Health Inc , Conn's Inc , Comverse Inc , Inovio Pharmaceuticals Inc ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvix investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Nestle SA , BP PLC , Total SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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Funds From: Symbol/Ticker: ctocx to Symbol/Ticker: ctvwx
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