Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Invesco European Growth A (AEDAX) Europe Stock 21.55 09/20/2017
JPMorgan Investor Balanced A (OGIAX) Allocation--50% to 70% Equity 9.02 09/20/2017
Principal SAM Conservative Bal A (SAIPX) Allocation--30% to 50% Equity 8.06 09/20/2017
Principal SAM Conservative Growth A (SAGPX) Allocation--70% to 85% Equity 13.83 09/20/2017
Principal SAM Flexible Income A (SAUPX) Allocation--15% to 30% Equity 5.78 09/20/2017
Principal SAM Strategic Growth A (SACAX) Allocation--85%+ Equity 15.77 09/20/2017
Prudential Jennison Health Sciences Z (PHSZX) Health 28.44 09/20/2017
Vanguard FTSE All-Wld ex-US Idx Admiral (VFWAX) Foreign Large Blend 21.79 09/20/2017
Boston Partners Global Long/Short Instl (BGLSX) Long-Short Equity 4.09 09/19/2017
Gabelli Gold AAA (GOLDX) Equity Precious Metals 9.59 09/19/2017
Principal SAM Balanced A (SABPX) Allocation--50% to 70% Equity 10.56 09/19/2017
Columbia Dividend Income Z (GSFTX) Large Value 12.32 09/18/2017
JPMorgan Intrepid Growth R6 (JGISX) Large Growth --- 21.61 09/18/2017
Miller Opportunity C (LMOPX) Mid-Cap Blend 19.01 09/18/2017
JPMorgan Growth Advantage I (JGASX) Large Growth 25.80 09/15/2017
JPMorgan Mid Cap Growth I (HLGEX) Mid-Cap Growth 21.72 09/15/2017
Thompson Bond (THOPX) Short-Term Bond 4.12 09/15/2017
Vanguard Global Minimum Volatility Admr (VMNVX) World Small/Mid Stock 11.06 09/15/2017
Abbey Capital Futures Strategy I (ABYIX) Managed Futures -4.13 09/14/2017
American Century Equity Growth Inv (BEQGX) Large Blend 13.20 09/14/2017
American Century Income and Growth Inv (BIGRX) Large Value 11.70 09/14/2017
Calvert Balanced A (CSIFX) Allocation--50% to 70% Equity 7.07 09/14/2017
Dreyfus Global Real Return I (DRRIX) Multialternative 3.31 09/14/2017
Invesco International Growth A (AIIEX) Foreign Large Growth 19.31 09/14/2017
MainStay High Yield Municipal Bond I (MMHIX) High Yield Muni 8.40 09/14/2017
MainStay Tax-Free Bond A (MTBAX) Muni National Long 4.64 09/14/2017
MFS® Aggressive Growth Allocation A (MAAGX) Allocation--85%+ Equity 16.00 09/14/2017
MFS® Conservative Allocation A (MACFX) Allocation--30% to 50% Equity 8.07 09/14/2017
MFS® Growth Allocation A (MAGWX) Allocation--70% to 85% Equity 13.47 09/14/2017
MFS® Moderate Allocation A (MAMAX) Allocation--50% to 70% Equity 10.71 09/14/2017
Principal Equity Income Inst (PEIIX) Large Value 12.18 09/14/2017
Westwood SmallCap Institutional (WHGSX) Small Blend 4.24 09/14/2017
AC Alternatives® Market Neutral Val Inv (ACVVX) Market Neutral 0.66 09/13/2017
BBH Core Select N (BBTEX) Large Blend 12.35 09/13/2017
Fairholme (FAIRX) Large Value -7.10 09/13/2017
American Century Value Inv (TWVLX) Large Value 2.91 09/12/2017
American Century Equity Income Inv (TWEIX) Large Value 8.72 09/08/2017
ClearBridge Mid Cap A (SBMAX) Mid-Cap Blend 7.00 09/08/2017
Fidelity® Investment Grade Bond (FBNDX) Intermediate-Term Bond 3.55 09/08/2017
Loomis Sayles Value Y (LSGIX) Large Value 7.82 09/08/2017
American Century IntermTrm Tx-Fr Bd Inv (TWTIX) Muni National Interm 4.56 09/07/2017
Principal Global Div Inc A (PGBAX) Allocation--30% to 50% Equity 8.19 09/07/2017
BlackRock Balanced Capital Instl (MACPX) Allocation--50% to 70% Equity 10.22 09/06/2017
Janus Henderson Global Research T (JAWWX) World Large Stock 20.01 09/06/2017
JPMorgan Global Allocation I (GAOSX) World Allocation 12.56 09/06/2017
PIMCO High Yield Instl (PHIYX) High Yield Bond 6.56 09/06/2017
T. Rowe Price Global Allocation (RPGAX) World Allocation 13.34 09/06/2017
Vanguard Total Intl Stock Index Admiral (VTIAX) Foreign Large Blend 21.95 09/06/2017
AIG Strategic Bond A (SDIAX) Multisector Bond 5.70 09/05/2017
Deutsche Short Duration S (DBPIX) Short-Term Bond 2.40 09/05/2017

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