Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
BlackRock Basic Value Inv A (MDBAX) Large Value -0.04 04/26/2017
Ivy Mid Cap Growth I (IYMIX) Mid-Cap Growth 8.69 04/26/2017
Nuveen Real Estate Securities A (FREAX) Real Estate 1.63 04/26/2017
Oppenheimer Global Allocation A (QVGIX) World Allocation 7.10 04/26/2017
Prudential Short Dur Hi Yld Inc Z (HYSZX) High Yield Bond 2.06 04/26/2017
Waddell & Reed New Concepts A (UNECX) Mid-Cap Growth 8.51 04/26/2017
Delaware Smid Cap Growth A (DFCIX) Mid-Cap Growth 7.90 04/25/2017
Dreyfus Worldwide Growth A (PGROX) World Stock 11.92 04/25/2017
Putnam Dynamic Asset Allocation Bal A (PABAX) Allocation--50% to 70% Equity 5.20 04/25/2017
Putnam Dynamic Asset Allocation Cnsrv A (PACAX) Tactical Allocation 3.54 04/25/2017
Putnam Dynamic Asset Allocation Gr A (PAEAX) Allocation--70% to 85% Equity 6.76 04/25/2017
Schwab International Index (SWISX) Foreign Large Blend 10.69 04/25/2017
T. Rowe Price High Yield (PRHYX) High Yield Bond 3.48 04/25/2017
Bridgeway Blue Chip 35 Index (BRLIX) Large Blend 5.11 04/24/2017
Columbia Acorn International A (LAIAX) Foreign Small/Mid Growth 14.21 04/24/2017
Franklin Mutual Beacon A (TEBIX) Allocation--85%+ Equity 7.31 04/24/2017
Goldman Sachs Strategic Income Instl (GSZIX) Nontraditional Bond -0.13 04/24/2017
Hartford Schroders Intl Multi-Cp Val I (SIDNX) Foreign Large Value 10.41 04/24/2017
Invesco Real Estate A (IARAX) Real Estate 3.32 04/24/2017
PNC Multi Factor Small Cap Core A (PLOAX) Small Growth 3.67 04/24/2017
Aquila Tax-Free Fund of Colorado Y (COTYX) Muni Single State Interm 1.70 04/21/2017
Columbia High Yield Bond A (INEAX) High Yield Bond 2.88 04/21/2017
FMI International (FMIJX) Foreign Large Blend 7.60 04/21/2017
Franklin Mutual Financial Services A (TFSIX) Financial 3.18 04/21/2017
Hartford International Opportunities Y (HAOYX) Foreign Large Blend 10.35 04/21/2017
Vanguard Pacific Stock Index Admiral (VPADX) Diversified Pacific/Asia 9.88 04/21/2017
Wells Fargo Dow Jones Target 2010 R6 (WFOAX) Target-Date 2000-2010 2.43 04/21/2017
Wells Fargo Dow Jones Target 2015 R6 (WFSCX) Target-Date 2015 3.12 04/21/2017
Wells Fargo Dow Jones Target 2020 R6 (WFOBX) Target-Date 2020 4.00 04/21/2017
Wells Fargo Dow Jones Target 2025 R6 (WFTYX) Target-Date 2025 4.81 04/21/2017
Wells Fargo Dow Jones Target 2030 R6 (WFOOX) Target-Date 2030 5.70 04/21/2017
Wells Fargo Dow Jones Target 2035 R6 (WFQRX) Target-Date 2035 6.58 04/21/2017
Wells Fargo Dow Jones Target 2040 R6 (WFOSX) Target-Date 2040 7.35 04/21/2017
Wells Fargo Dow Jones Target 2045 R6 (WFQPX) Target-Date 2045 7.86 04/21/2017
Wells Fargo Dow Jones Target 2050 R6 (WFQFX) Target-Date 2050 8.02 04/21/2017
Wells Fargo Dow Jones Target 2055 R6 (WFQUX) Target-Date 2055 8.04 04/21/2017
Wells Fargo Dow Jones Target 2060 R6 (WFUFX) Target-Date 2060+ --- 8.07 04/21/2017
Wells Fargo Dow Jones Target Today R6 (WOTDX) Target-Date Retirement 2.26 04/21/2017
Franklin Mutual Shares Z (MUTHX) Allocation--85%+ Equity 4.89 04/20/2017
Mairs & Power Small Cap (MSCFX) Small Blend 5.10 04/20/2017
Wells Fargo Disciplined US Core A (EVSAX) Large Blend 5.95 04/20/2017
AllianzGI Global Water A (AWTAX) Natural Resources 10.56 04/19/2017
Fidelity Advisor® Industrials A (FCLAX) Industrials 6.23 04/19/2017
Fidelity® Select Industrials (FCYIX) Industrials 6.40 04/19/2017
JPMorgan Large Cap Growth I (SEEGX) Large Growth 14.01 04/19/2017
CBRE Clarion Long/Short Instl (CLSIX) Long-Short Equity -1.02 04/18/2017
JHancock Multimanager 2010 Lifetime 1 (JLAOX) Target-Date 2000-2010 4.51 04/18/2017
JHancock Multimanager 2015 Lifetime 1 (JLBOX) Target-Date 2015 4.92 04/18/2017
JHancock Multimanager 2020 Lifetime 1 (JLDOX) Target-Date 2020 5.51 04/18/2017
JHancock Multimanager 2025 Lifetime 1 (JLEOX) Target-Date 2025 6.30 04/18/2017

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