Premium Funds From: coltx - Columbia Tax-Exempt A to mrgax - MFS Core Equity A


  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Amgen Inc , Novartis AG , Altria Group Inc , Bayer AG , Gilead Sciences Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , EMC Corp , LinkedIn Corp Class A , Oracle Corporation ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Fed Natl Mort Assc 4.5% , Ubs Ag London Brh FRN , Fed Natl Mort Assc 4% , Fed Natl Mort Assc 3% , Technology Select Sector SPDR® ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Lowe's Companies Inc , Comcast Corp Class A , Honeywell International Inc , Celgene Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ford Motor Co , AT&T Inc , Wells Fargo & Co , MetLife Inc , Total SA ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: USAA International Institutional , USAA Intermediate-Term Bond Instl , USAA Income Stock Institutional , USAA Value Institutional , USAA Emerging Markets Institutional ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Edison International , NextEra Energy Inc , Sempra Energy , Visa Inc Class A , ITC Holdings Corp ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc , Ultimate Software Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Ishares® Russell 2000® Etf , Ishares® Nasdaq Biotechnology Etf , SPDR® S&P 500 ETF , iShares MSCI Emerging Markets , US Treasury Note 2.5% ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Walt Disney Co , Aetna Inc , Apple Inc , Norfolk Southern Corp , Archer-Daniels Midland Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • 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: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Convertible I , Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Corporate Income I , Columbia US Government Mortgage I , E-mini S&P 500 Index Future Dec14 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: Community Health Systems Inc , VeriFone Systems Inc , Global Payments Inc , Primerica Inc , Darling Ingredients Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nektar Therapeutics Inc , MorphoSys AG , Cepheid , Nokia Oyj , Yahoo! Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Central GoldTrust , Sprott Physical Gold Trust , Mosaic Co , Yahoo! Inc , Teradata Corp ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Novartis AG , Roche Holding AG Dividend Right Cert. , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign 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 Growth Institutional , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Puma Biotechnology Inc , Isis Pharmaceuticals , WEX Inc , Team Health Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Fidelity Spartan® Total Market Index F , Fidelity® Series Global ex US Index , Fidelity Spartan® US Bond Idx F , Fidelity® Series Commodity Strategy F ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: United Technologies Corp , Danaher Corp , Union Pacific Corp , FedEx Corp , Boeing Co ,
  • Category: Industrials
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Hess Corp , Visa Inc Class A , American International Group Inc , Altera Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Premium Funds From: coltx - Columbia Tax-Exempt A to mrgax - MFS Core Equity A
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