Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Franklin Growth A (FKGRX) Large Growth 5.05 04/24/2015
Oppenheimer Senior Floating Rate Y (OOSYX) Bank Loan 2.44 04/24/2015
PIMCO Emerging Local Bond Instl (PELBX) Emerging Markets Bond -1.47 04/24/2015
Templeton Foreign A (TEMFX) Foreign Large Value 10.90 04/24/2015
Templeton Growth A (TEPLX) World Stock 5.63 04/24/2015
Vanguard International Explorer Inv (VINEX) Foreign Small/Mid Blend 11.29 04/24/2015
JPMorgan Large Cap Growth Select (SEEGX) Large Growth 7.83 04/23/2015
Matthews Asia Dividend Investor (MAPIX) Diversified Pacific/Asia 16.12 04/23/2015
Waddell & Reed Vanguard A (UNVGX) Large Growth 7.95 04/23/2015
Wells Fargo Advantage Interm T/AmtF Adm (WFITX) Muni National Interm 0.37 04/23/2015
Appleseed (APPLX) World Allocation 6.25 04/22/2015
Fidelity® Mid Cap Value (FSMVX) Mid-Cap Value 4.51 04/22/2015
Franklin Mutual Quest Z (MQIFX) World Stock 4.26 04/22/2015
Janus Short-Term Bond T (JASBX) Short-Term Bond 0.70 04/22/2015
PIMCO Total Return Instl (PTTRX) Intermediate-Term Bond 2.34 04/22/2015
Schwab 1000 Index® (SNXFX) Large Blend 3.89 04/22/2015
Schwab Fdmtl US Lg Co Idx (SFLNX) Large Value 2.22 04/22/2015
Schwab Total Stock Market Index (SWTSX) Large Blend 4.06 04/22/2015
T. Rowe Price Diversified Sm Cap Growth (PRDSX) Small Growth 9.89 04/22/2015
ClearBridge Aggressive Growth A (SHRAX) Large Growth 6.01 04/21/2015
Eaton Vance Atlanta Capital SMID-Cap A (EAASX) Mid-Cap Growth 7.46 04/21/2015
Fidelity® Value (FDVLX) Mid-Cap Value 5.02 04/21/2015
Fidelity® Value Discovery (FVDFX) Large Value 3.45 04/21/2015
CBRE Clarion Long/Short Instl (CLSIX) Long/Short Equity 2.33 04/20/2015
Conestoga Small Cap Investors (CCASX) Small Growth 8.01 04/20/2015
Waddell & Reed New Concepts A (UNECX) Mid-Cap Growth 6.25 04/20/2015
Ivy Mid Cap Growth I (IYMIX) Mid-Cap Growth 6.34 04/17/2015
RS Global Natural Resources A (RSNRX) Natural Resources 9.43 04/17/2015
Merger Investor (MERFX) Market Neutral 1.66 04/16/2015
Schooner A (SCNAX) Long/Short Equity -2.20 04/16/2015
Eaton Vance Diversified Currency Inc A (EAIIX) Multicurrency -0.95 04/15/2015
Ivy Large Cap Growth A (WLGAX) Large Growth 7.89 04/15/2015
MFS® International Value A (MGIAX) Foreign Large Blend 10.38 04/15/2015
American Century One Choice 2025 Instl (ARWFX) Target Date 2021-2025 3.34 04/14/2015
American Century One Choice 2035 Instl (ARLIX) Target Date 2031-2035 4.28 04/14/2015
American Century One Choice 2040 Instl (ARDSX) Target Date 2036-2040 4.54 04/14/2015
American Century One Choice 2045 Instl (AOOIX) Target Date 2041-2045 4.85 04/14/2015
American Century One Choice 2050 Instl (ARFSX) Target Date 2046-2050 5.00 04/14/2015
American Century One Choice 2055 Instl (ARENX) Target Date 2051+ 5.04 04/14/2015
American Century One Choice In Ret Instl (ATTIX) Retirement Income 2.39 04/14/2015
BlackRock Low Duration Bd Instl (BFMSX) Short-Term Bond 1.11 04/14/2015
BlackRock S&P 500 Stock Investor A (BSPAX) Large Blend --- 3.37 04/14/2015
DFA US Large Company I (DFUSX) Large Blend 3.43 04/14/2015
Fidelity® Four-in-One Index (FFNOX) Aggressive Allocation 5.32 04/14/2015
Matthews Asia Small Companies Inv (MSMLX) Pacific/Asia ex-Japan Stk 7.41 04/14/2015
Schwab® S&P 500 Index (SWPPX) Large Blend 3.42 04/14/2015
T. Rowe Price Equity Index 500 (PREIX) Large Blend 3.40 04/14/2015
Vanguard European Stock Index Adm (VEUSX) Europe Stock 8.61 04/14/2015
American Century Growth Inv (TWCGX) Large Growth 5.14 04/13/2015
ClearBridge Value C (LMVTX) Large Blend 3.95 04/13/2015

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