Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Fidelity Advisor® Stock Selec Lg Cp ValA (FLUAX) Large Value 10.88 09/22/2014
Fidelity® Investment Grade Bond (FBNDX) Intermediate-Term Bond 4.11 09/19/2014
Fidelity® Stock Selector Small Cap (FDSCX) Small Blend -1.07 09/19/2014
T. Rowe Price Mid-Cap Value (TRMCX) Mid-Cap Value 10.08 09/19/2014
Thornburg International Value A (TGVAX) Foreign Large Growth -1.65 09/19/2014
Calamos International Growth A (CIGRX) Foreign Large Growth -0.55 09/18/2014
Third Avenue Small Cap Value Instl (TASCX) Small Value 0.54 09/18/2014
Gotham Enhanced Return Institutional (GENIX) Mid-Cap Blend --- 12.63 09/17/2014
Invesco International Growth A (AIIEX) Foreign Large Growth 3.75 09/17/2014
JPMorgan Investor Conservative Growth A (OICAX) Conservative Allocation 4.38 09/17/2014
JPMorgan Investor Growth & Income A (ONGIX) Moderate Allocation 6.09 09/17/2014
JPMorgan Investor Growth A (ONGAX) Large Blend 7.53 09/17/2014
JPMorgan Small Cap Equity Sel (VSEIX) Small Growth 1.47 09/17/2014
PIMCO EqS® Long/Short Institutional (PMHIX) Long/Short Equity --- -2.26 09/17/2014
Vanguard International Value Inv (VTRIX) Foreign Large Value 1.18 09/17/2014
BBH Core Select N (BBTEX) Large Blend 6.50 09/16/2014
BlackRock Lifepath Index 2020 K (LIMKX) Target Date 2016-2020 5.31 09/16/2014
BlackRock Lifepath Index 2025 K (LIBKX) Target Date 2021-2025 5.72 09/16/2014
BlackRock Lifepath Index 2030 K (LINKX) Target Date 2026-2030 5.98 09/16/2014
BlackRock Lifepath Index 2035 K (LIJKX) Target Date 2031-2035 6.36 09/16/2014
BlackRock Lifepath Index 2040 K (LIKKX) Target Date 2036-2040 6.58 09/16/2014
BlackRock Lifepath Index 2045 K (LIHKX) Target Date 2041-2045 6.71 09/16/2014
BlackRock Lifepath Index 2050 K (LIPKX) Target Date 2046-2050 6.95 09/16/2014
BlackRock Lifepath Index Retirement K (LIRKX) Retirement Income 4.74 09/16/2014
Fidelity Freedom® Index 2005 (FJIFX) Target Date 2000-2010 4.27 09/16/2014
Fidelity Freedom® Index 2010 (FKIFX) Target Date 2000-2010 4.75 09/16/2014
Fidelity Freedom® Index 2015 (FLIFX) Target Date 2011-2015 5.19 09/16/2014
Fidelity Freedom® Index 2020 (FPIFX) Target Date 2016-2020 5.66 09/16/2014
Fidelity Freedom® Index 2025 (FQIFX) Target Date 2021-2025 6.16 09/16/2014
Fidelity Freedom® Index 2030 (FXIFX) Target Date 2026-2030 6.58 09/16/2014
Fidelity Freedom® Index 2035 (FIHFX) Target Date 2031-2035 6.86 09/16/2014
Fidelity Freedom® Index 2040 (FBIFX) Target Date 2036-2040 6.87 09/16/2014
Fidelity Freedom® Index 2045 (FIOFX) Target Date 2041-2045 6.84 09/16/2014
Fidelity Freedom® Index 2050 (FIPFX) Target Date 2046-2050 6.86 09/16/2014
Fidelity Freedom® Index 2055 (FDEWX) Target Date 2051+ 6.79 09/16/2014
Fidelity Freedom® Index Income W (FIKFX) Retirement Income 3.32 09/16/2014
Fidelity Spartan® Extended Mkt Index Inv (FSEMX) Mid-Cap Blend 4.65 09/16/2014
Fidelity® Puritan® (FPURX) Moderate Allocation 9.09 09/16/2014
Gotham Neutral Institutional (GONIX) Market Neutral --- 7.12 09/16/2014
Ivy Global Natural Resources A (IGNAX) Natural Resources 8.52 09/16/2014
JPMorgan Investor Balanced A (OGIAX) Moderate Allocation 5.42 09/16/2014
PIMCO Global Multi-Asset Instl (PGAIX) World Allocation 9.16 09/16/2014
Principal Equity Income A (PQIAX) Large Value 9.41 09/16/2014
Touchstone Sands Capital Inst Gr (CISGX) Large Growth 5.42 09/16/2014
Columbia Acorn International Select A (LAFAX) Foreign Small/Mid Growth 3.68 09/15/2014
Touchstone Sands Capital Select Growth Z (PTSGX) Large Growth 5.04 09/15/2014
BlackRock Lifepath Index 2055 K (LIVKX) Target Date 2051+ 7.22 09/12/2014
Columbia Acorn International A (LAIAX) Foreign Small/Mid Growth 0.66 09/12/2014
Fidelity Freedom Index 2060 (FDKLX) Target Date 2051+ --- --- 09/12/2014
Hartford Floating Rate A (HFLAX) Bank Loan 1.83 09/12/2014

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