Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Calamos Convertible A (CCVIX) Convertibles 6.17 08/26/2014
Lord Abbett Short Duration Income A (LALDX) Short-Term Bond 1.99 08/26/2014
T. Rowe Price Real Estate (TRREX) Real Estate 19.31 08/26/2014
FPA Paramount (FPRAX) World Stock 0.79 08/25/2014
Vanguard Interm-Term Investment-Grde Adm (VFIDX) Corporate Bond 5.30 08/25/2014
Vanguard International Growth Inv (VWIGX) Foreign Large Growth 2.36 08/25/2014
Vanguard Value Index Adm (VVIAX) Large Value 9.20 08/25/2014
Equinox Campbell Strategy I (EBSIX) Managed Futures --- -0.95 08/22/2014
Oppenheimer Global A (OPPAX) World Stock 4.44 08/21/2014
Oppenheimer International Growth A (OIGAX) Foreign Large Growth -0.96 08/21/2014
Vanguard Growth Index Adm (VIGAX) Large Growth 10.12 08/21/2014
American Funds Invmt Co of Amer A (AIVSX) Large Blend 10.45 08/20/2014
Artisan International Investor (ARTIX) Foreign Large Growth 1.94 08/20/2014
Hussman Strategic Growth (HSGFX) Market Neutral -3.84 08/20/2014
Vanguard Growth & Income Inv (VQNPX) Large Blend 10.05 08/20/2014
Lord Abbett Floating Rate A (LFRAX) Bank Loan 2.16 08/18/2014
Russell LifePoints Balanced Strategy A (RBLAX) Moderate Allocation 5.50 08/18/2014
Russell LifePoints Growth Strategy A (RALAX) Aggressive Allocation 5.54 08/18/2014
Russell Lifepoints Moderate Strat A (RMLAX) Conservative Allocation 5.13 08/18/2014
Vanguard Inflation-Protected Secs Adm (VAIPX) Inflation-Protected Bond 6.25 08/18/2014
Wells Fargo Advantage DJ Target 2010 R6 (WFOAX) Target Date 2000-2010 4.95 08/18/2014
Wells Fargo Advantage DJ Target 2015 R6 (WFSCX) Target Date 2011-2015 5.19 08/18/2014
Wells Fargo Advantage DJ Target 2020 R6 (WFOBX) Target Date 2016-2020 5.63 08/18/2014
Wells Fargo Advantage DJ Target 2025 R6 (WFTYX) Target Date 2021-2025 6.00 08/18/2014
Wells Fargo Advantage DJ Target 2030 R6 (WFOOX) Target Date 2026-2030 6.39 08/18/2014
Wells Fargo Advantage DJ Target 2035 R6 (WFQRX) Target Date 2031-2035 6.67 08/18/2014
Wells Fargo Advantage DJ Target 2040 R6 (WFOSX) Target Date 2036-2040 6.96 08/18/2014
Wells Fargo Advantage DJ Target 2045 R6 (WFQPX) Target Date 2041-2045 7.06 08/18/2014
Wells Fargo Advantage DJ Target 2050 R6 (WFQFX) Target Date 2046-2050 7.14 08/18/2014
Wells Fargo Advantage DJ Target 2055 R6 (WFQUX) Target Date 2051+ --- 7.16 08/18/2014
Wells Fargo Advantage DJ Target Today R6 (WOTDX) Retirement Income 4.55 08/18/2014
BlackRock Flexible Equity Investor A (BMCAX) Large Blend 2.53 08/15/2014
Eaton Vance Tx-Mgd Value A (EATVX) Large Value 9.37 08/15/2014
Fidelity Freedom® 2060 (FDKVX) Target Date 2051+ --- --- 08/15/2014
Franklin Growth A (FKGRX) Large Growth 9.50 08/15/2014
Weitz Hickory (WEHIX) Mid-Cap Blend -0.67 08/15/2014
BlackRock LifePath 2020 K (LPSCX) Target Date 2016-2020 5.92 08/14/2014
BlackRock LifePath 2025 K (LPBKX) Target Date 2021-2025 6.23 08/14/2014
BlackRock LifePath 2030 K (LPSDX) Target Date 2026-2030 6.49 08/14/2014
BlackRock LifePath 2035 K (LPJKX) Target Date 2031-2035 6.78 08/14/2014
BlackRock LifePath 2040 K (LPSFX) Target Date 2036-2040 6.96 08/14/2014
BlackRock LifePath 2045 K (LPHKX) Target Date 2041-2045 7.15 08/14/2014
BlackRock LifePath 2050 K (LPSGX) Target Date 2046-2050 7.37 08/14/2014
BlackRock LifePath 2055 K (LPVKX) Target Date 2051+ 7.64 08/14/2014
BlackRock LifePath Retirement K (LPSAX) Retirement Income 5.57 08/14/2014
Eaton Vance Large-Cap Value A (EHSTX) Large Value 9.74 08/14/2014
Fidelity Freedom® 2005 (FFFVX) Target Date 2000-2010 4.59 08/14/2014
Fidelity Freedom® 2010 (FFFCX) Target Date 2000-2010 4.98 08/14/2014
Fidelity Freedom® 2015 (FFVFX) Target Date 2011-2015 5.25 08/14/2014
Fidelity Freedom® 2020 (FFFDX) Target Date 2016-2020 5.52 08/14/2014

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