Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Fidelity® Independence (FDFFX) Large Growth 10.38 08/14/2018
Fidelity® Mid Cap Value K6 (FCMVX) Mid-Cap Value --- -3.08 08/14/2018
Fidelity® Select Health Care (FSPHX) Health 19.98 08/14/2018
Ivy Small Cap Core I (IVVIX) Small Blend 12.76 08/14/2018
Ivy Small Cap Growth A (WSGAX) Small Growth 15.49 08/14/2018
JHancock Investment Grade Bond I (TIUSX) Intermediate-Term Bond -0.95 08/14/2018
Loomis Sayles Multi-Asset Income A (IIDPX) Allocation--50% to 70% Equity -0.10 08/14/2018
Royce Pennsylvania Mutual Invmt (PENNX) Small Blend 10.46 08/14/2018
Tweedy, Browne Global Value II Ccy Unhdg (TBCUX) Foreign Large Value -1.59 08/14/2018
Vanguard Interm-Term Corp Bd Idx Admiral (VICSX) Corporate Bond -1.94 08/14/2018
Vanguard International Value Inv (VTRIX) Foreign Large Value -4.71 08/14/2018
Dreyfus International Bond I (DIBRX) World Bond -4.81 08/13/2018
Fidelity® Magellan® (FMAGX) Large Growth 5.62 08/13/2018
Invesco Income Allocation A (ALAAX) Allocation--30% to 50% Equity -0.76 08/13/2018
MFS® Municipal Income I (MIMIX) Muni National Long 0.78 08/13/2018
PIMCO High Yield Instl (PHIYX) High Yield Bond 0.69 08/13/2018
Vanguard Interm-Term Bond Index Adm (VBILX) Intermediate-Term Bond -1.73 08/13/2018
Victory Munder Multi-Cap Y (MNNYX) Large Growth 1.26 08/13/2018
AIG Strategic Bond A (SDIAX) Multisector Bond -2.44 08/10/2018
MFS® Government Securities R6 (MFGKX) Intermediate Government -1.00 08/10/2018
Vanguard International Growth Inv (VWIGX) Foreign Large Growth 2.50 08/10/2018
Dreyfus/Standish Global Fixed Income I (SDGIX) World Bond -0.81 08/09/2018
Fidelity Advisor® Equity Growth M (FAEGX) Large Growth 14.56 08/09/2018
Fidelity® Mid Cap Value (FSMVX) Mid-Cap Value -3.29 08/09/2018
Ivy Large Cap Growth A (WLGAX) Large Growth 15.40 08/09/2018
Touchstone Focused Y (TFFYX) Large Blend 6.73 08/09/2018
Tweedy, Browne Global Value (TBGVX) Foreign Large Value 0.91 08/09/2018
Invesco Developing Markets Y (GTDYX) Diversified Emerging Mkts -15.02 08/08/2018
Janus Henderson Contrarian T (JSVAX) Mid-Cap Blend 11.49 08/08/2018
Laudus US Large Cap Growth (LGILX) Large Growth 17.93 08/08/2018
PRIMECAP Odyssey Aggressive Growth (POAGX) Mid-Cap Growth 14.03 08/08/2018
Tweedy, Browne Value (TWEBX) World Large Stock 1.22 08/08/2018
Vanguard Long-Term Bond Index Investor (VBLTX) Long-Term Bond -4.57 08/08/2018
BlackRock Capital Appreciation Inv A (MDFGX) Large Growth 17.90 08/07/2018
Fidelity Advisor® Dividend Growth A (FADAX) Large Blend 2.92 08/07/2018
Franklin Founding Funds Allocation A (FFALX) Allocation--70% to 85% Equity 0.39 08/07/2018
Thornburg Limited Term Income Instl (THIIX) Short-Term Bond 0.16 08/07/2018
TIAA-CREF Lifecycle 2010 Institutional (TCTIX) Target-Date 2000-2010 1.12 08/07/2018
TIAA-CREF Lifecycle 2015 Institutional (TCNIX) Target-Date 2015 1.40 08/07/2018
TIAA-CREF Lifecycle 2020 Institutional (TCWIX) Target-Date 2020 1.64 08/07/2018
TIAA-CREF Lifecycle 2025 Institutional (TCYIX) Target-Date 2025 1.98 08/07/2018
TIAA-CREF Lifecycle 2030 Institutional (TCRIX) Target-Date 2030 2.34 08/07/2018
TIAA-CREF Lifecycle 2035 Institutional (TCIIX) Target-Date 2035 2.76 08/07/2018
TIAA-CREF Lifecycle 2040 Institutional (TCOIX) Target-Date 2040 3.19 08/07/2018
TIAA-CREF Lifecycle 2045 Institutional (TTFIX) Target-Date 2045 3.48 08/07/2018
TIAA-CREF Lifecycle 2050 Institutional (TFTIX) Target-Date 2050 3.46 08/07/2018
TIAA-CREF Lifecycle 2055 Institutional (TTRIX) Target-Date 2055 3.61 08/07/2018
TIAA-CREF Lifecycle 2060 Institutional (TLXNX) Target-Date 2060+ 3.65 08/07/2018
TIAA-CREF Lifecycle Index 2010 Instl (TLTIX) Target-Date 2000-2010 1.26 08/07/2018
TIAA-CREF Lifecycle Index 2015 Instl (TLFIX) Target-Date 2015 1.46 08/07/2018

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