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


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced R6 ,
  • Category: Conservative Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds Mortgage R6 , American Funds American Mutual R6 , American Funds Washington Mutual R6 , American Funds Global Balanced 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 Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 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 Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced R6 ,
  • Category: Moderate Allocation
Sign-up for ctsfx investment picks
  • Holdings: American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World G/I R6 , American Funds Fundamental Invs R6 , American Funds Global Balanced 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: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
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  • Holdings: Vanguard Short-Term Bond ETF , Vanguard S&P 500 ETF , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares Short Treasury Bond ,
  • Category: Tactical Allocation
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
Sign-up for cttwx investment picks
  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Comverse Inc , Quiksilver Inc , Regis Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvax investment picks
  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Comverse Inc , Quiksilver Inc , Regis Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvax investment picks
  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Comverse Inc , Quiksilver Inc , Regis Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvcx investment picks
  • Holdings: Opko Health Inc , Nuverra Environmental Solutions Inc , Comverse Inc , Quiksilver Inc , Regis Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
Sign-up for ctvix investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG Dividend Right Cert. , BP PLC , Nestle SA , Johnson & Johnson ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Funds From: Symbol/Ticker: CTOCX to Symbol/Ticker: ctvwx
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