Premium Funds From: imrfx - Columbia Global Opportunities A to lsfax - Loomis Sayles Sr Floating Rate and F/I A


  • Holdings: Columbia Mortgage Opportunities I , Columbia Commodity Strategy I , Apple Inc , Microsoft Corp , Royal Dutch Shell PLC Class B ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: S+p500 Emini Fut Sep14 Xcme 20140919 , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , PetSmart Inc , Brookfield Infrastructure Partners LP , PVH Corp ,
  • Category: Long/Short Equity
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Cisco Systems Inc , General Electric Co , Verizon Communications Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: Novo Nordisk A/S , Roche Holding AG , Google Inc Class A , MetLife Inc , Toronto-Dominion Bank ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: SunEdison Inc , Manhattan Associates Inc , Susser Holdings Corp , EnLink Midstream LLC , Asbury Automotive Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Graphic Packaging Holding Co , Cray Inc , LifePoint Hospitals Inc , E*Trade Financial Corp , Old Dominion Freight Lines ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Brookfield Asset Management Inc Class A , O'Reilly Automotive Inc , Markel Corporation , Williams Companies Inc , Discovery Communications Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century Diversified Bond Inv , American Century Equity Growth Inv , American Century Growth Inv , American Century International Gr Inv , American Century Large Company Val Inv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core US Aggregate Bond , iShares International Select Div , Liberty Ventures Class A , Charter Communications Inc Class A , Optimal Payments PLC ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Holdings: Johnson & Johnson , Wells Fargo & Co, San Francisco Ca Pfd , Exxon Mobil Corporation , Bk Amer Pfd , Intel Cv 2.95% ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Tesla Motors Inc , Netflix Inc , Amazon.com Inc , LinkedIn Corp Class A , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SBA Communications Corp , Universal Health Services Inc Class B , Electronic Arts Inc , Henry Schein Inc , Vantiv Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , NXP Semiconductors NV , Google Inc Class C , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: Nestle SA , HSBC Holdings PLC , Bayer AG , Novartis AG , Roche Holding AG ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Anheuser-Busch Inbev SA , Prudential PLC , Linde AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 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
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  • Holdings: ANTA Sports Products Ltd , Saft Groupe , Opap SA , Tom Tailor Holding AG , Marine Harvest ASA ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: First Republic Bank , Magellan Financial Group Ltd , Roadrunner Transportation Systems Inc , RPS Group PLC , Melexis ,
  • Category: World Stock
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  • Holdings: Incyte Corp Ltd , Brunswick Corp , Pacira Pharmaceuticals Inc , Jack In The Box Inc , SS&C Technologies Holdings Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: InterDigital Inc , Iconix Brand Group Inc , Minerals Technologies Inc , Manhattan Associates Inc , Rite Aid Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: UnitedHealth Group Inc , Express Scripts , McKesson Corp , Cardinal Health Inc , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Amgen Inc , BP PLC , Gilead Sciences Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard 500 Index Signal , PIMCO Total Return Instl , JPMorgan Core Bond Select , Harbor International Institutional , Metropolitan West Intermediate Bond I ,
  • Category: Moderate Allocation
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Premium Funds From: imrfx - Columbia Global Opportunities A to lsfax - Loomis Sayles Sr Floating Rate and F/I A
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