Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Federated Muni and Stock Advantage A (FMUAX) Allocation--30% to 50% Equity 8.84 11/23/2017
JPMorgan Market Expansion Enh Idx I (PGMIX) Small Blend 12.27 11/23/2017
Alpine Ultra Short Municipal Inc Instl (ATOIX) Muni National Short 0.89 11/22/2017
Dodge & Cox Global Stock (DODWX) World Large Stock 17.30 11/22/2017
Dodge & Cox International Stock (DODFX) Foreign Large Blend 22.65 11/22/2017
Federated Capital Income A (CAPAX) Allocation--30% to 50% Equity 8.43 11/22/2017
MFS® Technology A (MTCAX) Technology 40.15 11/22/2017
Neuberger Berman Genesis Instl (NBGIX) Small Growth 13.17 11/22/2017
Principal Real Estate Securities A (PRRAX) Real Estate 8.76 11/22/2017
Westwood SmallCap Institutional (WHGSX) Small Blend 12.24 11/22/2017
American Beacon Bridgeway Lg Cp Val Inst (BRLVX) Large Value 11.17 11/21/2017
Columbia Capital Alloc Mod Agrsv A (NBIAX) Allocation--50% to 70% Equity 16.44 11/21/2017
Columbia Capital Alloc Mod Cnsrv A (NLGAX) Allocation--30% to 50% Equity 9.65 11/21/2017
Columbia Capital Allocation Agrsv A (AXBAX) Allocation--70% to 85% Equity 19.69 11/21/2017
Columbia Capital Allocation Cnsrv A (ABDAX) Allocation--15% to 30% Equity 7.08 11/21/2017
Columbia Capital Allocation Mod A (ABUAX) Allocation--30% to 50% Equity 13.21 11/21/2017
Columbia Global Technology Growth Inst (CMTFX) Technology 48.21 11/21/2017
Fidelity Advisor® Materials I (FMFEX) Natural Resources 21.72 11/21/2017
Gabelli Equity Income AAA (GABEX) Large Blend 10.64 11/21/2017
Goldman Sachs Short Dur T/F Instl (GSDUX) Muni National Short 1.73 11/21/2017
iShares MSCI EAFE Intl Idx Instl (MAIIX) Foreign Large Blend 22.93 11/21/2017
Nationwide WCM Focused Sm Cp Instl Svc (NWGSX) Small Blend 12.04 11/21/2017
RBC Microcap Value I (RMVIX) Small Value 6.61 11/21/2017
T. Rowe Price Japan (PRJPX) Japan Stock 31.18 11/21/2017
T. Rowe Price Tax-Free Shrt-Interm (PRFSX) Muni National Short 1.78 11/21/2017
Vanguard International Explorer Inv (VINEX) Foreign Small/Mid Blend 34.17 11/21/2017
Voya International Real Estate I (IIRIX) Global Real Estate 15.06 11/21/2017
AllianzGI Income & Growth A (AZNAX) Allocation--30% to 50% Equity 12.40 11/20/2017
BlackRock Tactical Opportunities Inv A (PCBAX) Tactical Allocation 6.19 11/20/2017
Columbia Select Large Cap Equity Inst3 (CLEYX) Large Blend --- --- 11/20/2017
Dreyfus International Bond I (DIBRX) World Bond 12.03 11/20/2017
Fidelity Advisor® Balanced M (FAIGX) Allocation--50% to 70% Equity 14.25 11/20/2017
Fidelity Advisor® Technology A (FADTX) Technology 56.38 11/20/2017
Fidelity Asset Manager® 20% (FASIX) Allocation--15% to 30% Equity 6.43 11/20/2017
Fidelity Asset Manager® 30% (FTANX) Allocation--15% to 30% Equity 8.75 11/20/2017
Fidelity Asset Manager® 40% (FFANX) Allocation--30% to 50% Equity 10.87 11/20/2017
Fidelity Asset Manager® 50% (FASMX) Allocation--30% to 50% Equity 12.96 11/20/2017
Fidelity Asset Manager® 60% (FSANX) Allocation--50% to 70% Equity 15.12 11/20/2017
Fidelity Asset Manager® 70% (FASGX) Allocation--50% to 70% Equity 17.13 11/20/2017
Fidelity Asset Manager® 85% (FAMRX) Allocation--70% to 85% Equity 20.36 11/20/2017
Fidelity® Select Technology (FSPTX) Technology 56.58 11/20/2017
Franklin Biotechnology Discovery A (FBDIX) Health 13.40 11/20/2017
Franklin Equity Income A (FISEX) Large Value 11.70 11/20/2017
Gabelli ABC Advisor (GADVX) Market Neutral 1.49 11/20/2017
Goldman Sachs Capital Growth A (GSCGX) Large Growth 29.74 11/20/2017
Guggenheim Directional Allocation I (TVRIX) Large Growth 20.71 11/20/2017
Guggenheim Mid Cap Value A (SEVAX) Small Value 10.02 11/20/2017
Guggenheim Mid Cap Value Instl (SVUIX) Small Value 9.95 11/20/2017
Invesco American Value A (MSAVX) Mid-Cap Value 5.28 11/20/2017
Lord Abbett Calibrated Mid Cap Value I (LVMIX) Mid-Cap Value 8.46 11/20/2017

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