Funds From: Symbol/Ticker: cbaax to Symbol/Ticker: CBDYX


  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.88573% , Norway(Kingdom Of) 3.75% , Alliancebernstein Cayman Global Risk Allocation Mutual Funds , US Treasury TIP ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Apple Inc , NYSE/Liffe 2 Year US Treasury Note Future June14 , FedEx Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Capital World G/I R6 , American Funds Washington Mutual R6 ,
  • Category: Moderate Allocation
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  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for cbbix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , UnitedHealth Group Inc , CVS Caremark Corp , Comcast Corp Class A , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Chicago Bridge & Iron Company , PVH Corp , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Chicago Bridge & Iron Company , PVH Corp , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Chicago Bridge & Iron Company , PVH Corp , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Chicago Bridge & Iron Company , PVH Corp , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Chicago Bridge & Iron Company , PVH Corp , Eaton Corp PLC ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: LKQ Corp , Acadia Healthcare Co Inc , Quanta Services Inc , VeriFone Systems Inc , InterXion Holding NV ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for cbdyx investment picks
  • Holdings: Apple Inc , JPMorgan Chase & Co , Verizon Communications Inc , Citigroup Inc , US Treasury Bond 3.875% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
Sign-up for CBDYX investment picks
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Funds From: Symbol/Ticker: cbaax to Symbol/Ticker: CBDYX
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