Premium Funds From: ctfax - Columbia Thermostat A to dffvx - DFA US Targeted Value I


  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Columbia Short Term Bond I , Columbia Intermediate Bond I , Columbia Income Opportunities I , Columbia US Government Mortgage I , Columbia Dividend Income I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Verizon Communications Inc , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Market Vectors Africa Index ETF , iShares MSCI South Africa , Sasol Ltd ADR , Grindrod Ltd , Global X Nigeria Index ETF ,
  • Category: Miscellaneous Region
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  • Holdings: Raven Industries Inc , AAON Inc , Sun Hydraulics Corp , Omnicell Inc , SPS Commerce Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: SUPERVALU Inc , HSN Inc , Palo Alto Networks Inc , VeriFone Systems Inc , Equinix Inc ,
  • Category: Large Growth
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  • Holdings: Apple Inc , Microsoft Corporation , General Electric Co , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Approach Resources Inc , Taminco Corp , Chimera Investment Corp , White Mountains Insurance Group Ltd , Forestar Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
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  • Holdings: Vanguard Nat Res Pfd , Lockheed Martin Corp , Ashford Hosptlty Tr Pfd , Deutsche Post AG , Newcastle Invt Corp New Pfd ,
  • Category: Long/Short Equity
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  • Holdings: Energy Transfer Equity LP , Access Midstream Partners LP , ONEOK Inc , Targa Resources Corp , Energy Transfer Partners, L.P. ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of New York Mellon Corp , Wells Fargo & Co , American Express Co , Berkshire Hathaway Inc Class A , Canadian Natural Resources Ltd ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Eastman Chemical Co , Dover Corp , Flextronics International Ltd , Honeywell International Inc , PolyOne Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Cisco Systems Inc , Johnson Controls Inc , Kraft Foods Group Inc , Verizon Communications Inc , Broadcom Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Tenneco Inc , InterMune Inc , Align Technology Inc , G-III Apparel Group Ltd , Iconix Brand Group Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Whiting Petroleum Corp , East West Bancorp Inc , ITT Corp , Chemtura Corp , United Rentals Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: ConocoPhillips , Cisco Systems Inc , Johnson Controls Inc , Broadcom Corp , Cardinal Health Inc ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: OAO Gazprom ADR , China Construction Bank Corp H Shares , Bank Of China Ltd. H Shares , Reliance Industries Ltd , Petroleo Brasileiro SA Petrobras ADR ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: DFA US Core Equity 2 I , DFA International Core Equity I , DFA Selectively Hedged Global F/I I , DFA Short-Term Extended Quality I , DFA US Core Equity 1 I ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Persimmon PLC , Banco Popolare Societa Cooperativa , Vestas Wind Systems A/S , Barratt Developments PLC , Taylor Wimpey PLC ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Microsoft Corp , Chevron Corp , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Wells Fargo & Co , General Electric Co , Chevron Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: SunEdison Inc , Manhattan Associates Inc , Susser Holdings Corp , Papa John's International Inc , KapStone Paper And Packaging Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Avis Budget Group Inc , CNO Financial Group Inc , Esterline Technologies , GATX Corp , LifePoint Hospitals Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: First Solar Inc , Genworth Financial Inc , Trinity Industries Inc , Omnicare Inc , Avis Budget Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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Premium Funds From: ctfax - Columbia Thermostat A to dffvx - DFA US Targeted Value I
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