Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
BrandywineGLOBAL Global Opp Bond I (GOBIX) World Bond 2.83 10/18/2019
Davis Financial A (RPFGX) Financial 11.73 10/18/2019
DFA Emerging Markets Core Equity I (DFCEX) Diversified Emerging Mkts 9.92 10/18/2019
DFA Emerging Markets I (DFEMX) Diversified Emerging Mkts 9.38 10/18/2019
DFA Emerging Markets Value I (DFEVX) Diversified Emerging Mkts 9.24 10/18/2019
Fidelity® Small Cap Growth (FCPGX) Small Growth 20.28 10/18/2019
Fidelity® Small Cap Growth K6 (FOCSX) Small Growth --- 19.87 10/18/2019
JPMorgan Europe Dynamic L (JFEIX) Europe Stock 11.98 10/18/2019
JPMorgan Government Bond R6 (OGGYX) Intermediate Government 1.15 10/18/2019
JPMorgan Limited Duration Bd R6 (JUSUX) Short-Term Bond 0.84 10/18/2019
Oberweis International Opportunities (OBIOX) Foreign Small/Mid Growth 15.80 10/18/2019
Oberweis International Opps Instl (OBIIX) Foreign Small/Mid Growth 15.93 10/18/2019
PIMCO High Yield Municipal Bond I (PHMIX) High Yield Muni 2.48 10/18/2019
Shenkman Capital Short Dur Hi Inc Inst (SCFIX) High Yield Bond 3.69 10/18/2019
Vanguard Inflation-Protected Secs Adm (VAIPX) Inflation-Protected Bond 2.29 10/18/2019
Victory RS Small Cap Growth Y (RSYEX) Small Growth 22.67 10/18/2019
American Funds Growth and Inc Port A (GAIOX) Allocation--70% to 85% Equity 9.75 10/17/2019
Franklin Equity Income A (FISEX) Large Value 11.29 10/17/2019
Franklin Small Cap Value A (FRVLX) Small Value 12.18 10/17/2019
PGIM Jennison Utility A (PRUAX) Utilities 11.32 10/17/2019
AllianzGI Income & Growth A (AZNAX) Allocation--30% to 50% Equity 10.07 10/16/2019
AMG Managers Amundi Short Duration Gov N (MGSDX) Ultrashort Bond 0.82 10/16/2019
Franklin Adjustable US Govt Secs Adv (FAUZX) Short Government 0.33 10/16/2019
Janus Henderson Global Technology D (JNGTX) Technology 20.45 10/16/2019
JPMorgan Core Plus Bond R6 (JCPUX) Intermediate Core-Plus Bond 2.27 10/16/2019
Artisan Mid Cap Value Investor (ARTQX) Mid-Cap Value 13.93 10/15/2019
JPMorgan Strategic Income Opports I (JSOSX) Nontraditional Bond 1.94 10/15/2019
PGIM Jennison Focused Growth Z (SPFZX) Large Growth 17.68 10/15/2019
Victory RS Mid Cap Growth Y (RMOYX) Mid-Cap Growth 20.50 10/15/2019
Artisan Value Investor (ARTLX) Large Value 14.31 10/14/2019
Eaton Vance High Income Opportunities A (ETHIX) High Yield Bond 6.52 10/14/2019
Federated Kaufmann R (KAUFX) Mid-Cap Growth 19.80 10/14/2019
Fidelity Advisor® High Income Advtg I (FAHCX) High Yield Bond 9.95 10/14/2019
Fidelity® GNMA (FGMNX) Intermediate Government 1.44 10/14/2019
PIMCO International Bond (USD-Hdg) Instl (PFORX) World Bond-USD Hedged 2.42 10/14/2019
Royce Premier Invmt (RYPRX) Small Growth 16.70 10/14/2019
Transamerica Bond A (IDITX) Intermediate Core-Plus Bond 2.92 10/14/2019
Franklin Small Cap Growth A (FSGRX) Small Growth 20.22 10/11/2019
Franklin US Government Secs Adv (FUSAX) Intermediate Government 1.23 10/11/2019
Gabelli Equity Income AAA (GABEX) Large Blend 12.80 10/11/2019
Gabelli Utilities A (GAUAX) Utilities 11.10 10/11/2019
Nationwide WCM Focused Sm Cp Instl Svc (NWGSX) Small Blend 11.64 10/11/2019
PGIM Jennison Equity Income A (SPQAX) Large Blend 11.23 10/11/2019
PIMCO Global Bond Opps (USD-Hdg) Instl (PGBIX) World Bond-USD Hedged 2.41 10/11/2019
Pioneer Equity Income A (PEQIX) Large Value 13.03 10/11/2019
Seafarer Overseas Gr and Income Instl (SIGIX) Diversified Emerging Mkts 11.66 10/11/2019
Voya Global Real Estate A (IGLAX) Global Real Estate 12.79 10/11/2019
Voya Real Estate I (CRARX) Real Estate 13.99 10/11/2019
VY® Clarion Global Real Estate I (IRGIX) Global Real Estate 12.95 10/11/2019
VY® Clarion Real Estate I (IVRIX) Real Estate 14.03 10/11/2019

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