Premium Funds From: coltx - Columbia Tax-Exempt A to swcrx - Schwab Target 2020


  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Union Pacific Corp , Ferrovial SA , Enbridge Inc , American Tower Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Texas Roadhouse Inc , Global Payments Inc , Huron Consulting Group Inc , PRA Group Inc , Team Health Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Coronation Fund Managers Ltd , Naspers Ltd Class N , CCL Industries Inc , WuXi PharmaTech (Cayman) Inc ADR , Zee Entertainment Enterprises Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: AT&T Inc , Verizon Communications Inc , CenturyLink Inc , Exelon Corp , Edison International ,
  • Category: Utilities
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , PepsiCo Inc , JPMorgan Chase & Co , United Technologies Corp , Danaher Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Vertex Pharmaceuticals Inc , Euronet Worldwide Inc , iGate Corp ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell Strategic Bond Y , Russell US Small Cap Equity Y , Russell US Core Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Berkshire Hathaway Inc Class B ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: National Bank of Kuwait SAK , Lucky Cement Ltd , Nigerian Breweries PLC , United Bank Ltd , YPF Sociedad Anonima ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Disciplined Equity R6 , JPMorgan Growth Advantage R6 , JPMorgan Intrepid America R5 , JPMorgan US Equity R6 , JPMorgan Value Advantage Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: Cavium Inc , LifeLock Inc , Hain Celestial Group Inc , Restoration Hardware Holdings Inc , Trex Co Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Energy Transfer Partners LP , Telstra Corp Ltd , Starwood Property Trust, Inc. , Blackstone Mortgage Trust Inc Class A , BAE Systems PLC ,
  • Category: World Stock
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Priceline Group Inc , MasterCard Inc Class A , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Morgan Stanley , Royal Dutch Shell PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • 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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  • Holdings: Apple Inc , Gilead Sciences Inc , Synaptics Inc , Valeant Pharmaceuticals International Inc , Altria Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Russell 1000 Index Master ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for brgax investment picks
  • 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 Mar15 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: AbbVie Inc , Johnson & Johnson , Microsoft Corp , Eaton Corp PLC , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Home Depot Inc , JPMorgan Chase & Co , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF International Eq Idx Instl , TIAA-CREF Emerging Markets Eq Idx Instl , TIAA-CREF Inflation Link Bd Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for tlwix investment picks
  • Holdings: First Republic Bank , Healthcare Services Group Inc , CBRE Group Inc , Kate Spade & Co , Hain Celestial Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , MasterCard Inc Class A , Facebook Inc Class A , Visa Inc Class A , Biogen Idec Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: FNMA 4.5% TBA , FNMA 4% TBA , Oppenheimer Ultra-Short Duration Y , FNMA , PPL Corp ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for oppex investment picks
  • Holdings: Janus International Equity N , Janus Global Bond N , Perkins Large Cap Value N , INTECH International Mgd Volatility I , Janus Diversified Alternatives N ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jnsgx investment picks
  • Holdings: Ishares® Nasdaq Biotechnology Etf , Spdr® S&P Midcap 400® Etf Trust , iShares MSCI Emerging Markets , SPDR® S&P 500 ETF , Ishares® Russell 2000® Etf ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for wbmax investment picks
  • Holdings: HCA Holdings Inc , Southwest Airlines Co , Level 3 Communications Inc , Micron Technology Inc , Trinity Industries Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for bwlix investment picks
  • Holdings: Schwab Total Bond Market , Schwab Core Equity , Laudus US Large Cap Growth , Schwab S&P 500 Index , Schwab Short-Term Bond Market ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
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Premium Funds From: coltx - Columbia Tax-Exempt A to swcrx - Schwab Target 2020
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