Premium Funds From: nbiax - Columbia Capital Allocation Mod Agrsv A to ogiyx - Oppenheimer Global Opportunities Y


  • Holdings: Columbia Corporate Income I , Columbia US Government Mortgage I , Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Large Core Quantitative Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Danaher Corp , Boeing Co , Union Pacific Corp , General Electric Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: Tencent Holdings Ltd. , China Mobile Ltd , Taiwan Semiconductor Manufacturing Co Ltd , China Construction Bank Corp H Shares , Naspers Ltd Class N ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Gartner Inc Class A , Idexx Laboratories , Illumina Inc , SBA Communications Corp , Vail Resorts Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Baidu Inc ADR , Grupo Televisa SAB ADR , Pernod Ricard NV , Syngenta AG , SK Hynix Inc ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century International Bd Instl , American Century NT Growth Institutional ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Google Inc Class A , Facebook Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: First American Financial Corp , Bristow Group Inc , Western Union Co , Stanley Black & Decker Inc , Northern Trust Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Euro Bond (Fut) , Long Gilt (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MIP Active Stock Master , BlackRock CoreAlpha Bond Investor A , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Energy Transfer Equity LP , Buckeye Partners LP , Enterprise Products Partners LP , Plains All American Pipeline LP , Energy Transfer Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO Income Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Currency Instl , PIMCO Wldwd Fdmtl Advtg AR Strat Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.25% , US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury Note 0.375% , LyondellBasell Industries NV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , E-mini S&P 500 Index Future Sept14 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Ser Equity-Income , Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity Advisor® Series Growth & Income ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
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  • Holdings: Transamerica Total Return I2 , Transamerica Core Bond I2 , Transamerica Short-Term Bond I2 , Transamerica Growth I2 , Transamerica Dividend Focused I2 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , HSBC Holdings PLC , Roche Holding AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , HSBC Holdings PLC , Roche Holding AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Facebook Inc Class A , Biogen Idec Inc , Schlumberger NV , Applied Materials Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Philip Morris International Inc , Coca-Cola Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , CVS Caremark Corp , MetLife Inc , Johnson Controls Inc , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nektar Therapeutics Inc , Advanced Micro Devices Inc , MorphoSys AG , Nokia Oyj , IP Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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Premium Funds From: nbiax - Columbia Capital Allocation Mod Agrsv A to ogiyx - Oppenheimer Global Opportunities Y
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