Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
AQR Risk Parity I (AQRIX) Tactical Allocation 0.51 04/18/2018
Ariel Appreciation Investor (CAAPX) Mid-Cap Value 1.80 04/18/2018
Columbia Convertible Securities Inst (NCIAX) Convertibles 4.81 04/18/2018
Fidelity Advisor® Industrials A (FCLAX) Industrials 0.93 04/18/2018
Fidelity® Select Industrials (FCYIX) Industrials 0.98 04/18/2018
GMO Benchmark-Free Allocation III (GBMFX) World Allocation 0.98 04/18/2018
Goldman Sachs Strategic Income Instl (GSZIX) Nontraditional Bond 1.37 04/18/2018
Invesco Convertible Securities A (CNSAX) Convertibles 4.63 04/18/2018
Nuveen Real Estate Securities A (FREAX) Real Estate -6.55 04/17/2018
Aquila Tax-Free Fund of Colorado Y (COTYX) Muni Single State Interm -1.18 04/16/2018
ClearBridge All Cap Value A (SHFVX) Large Value -2.89 04/16/2018
Franklin DynaTech A (FKDNX) Large Growth 10.71 04/16/2018
Franklin Mutual Beacon Z (BEGRX) Allocation--85%+ Equity 0.12 04/16/2018
Hartford International Opportunities Y (HAOYX) Foreign Large Blend 1.69 04/16/2018
JHancock Multimanager 2010 Lifetime 1 (JLAOX) Target-Date 2000-2010 0.22 04/16/2018
JHancock Multimanager 2015 Lifetime 1 (JLBOX) Target-Date 2015 0.42 04/16/2018
JHancock Multimanager 2020 Lifetime 1 (JLDOX) Target-Date 2020 0.86 04/16/2018
JHancock Multimanager 2025 Lifetime 1 (JLEOX) Target-Date 2025 1.26 04/16/2018
JHancock Multimanager 2030 Lifetime 1 (JLFOX) Target-Date 2030 1.48 04/16/2018
JHancock Multimanager 2035 Lifetime 1 (JLHOX) Target-Date 2035 1.83 04/16/2018
JHancock Multimanager 2040 Lifetime 1 (JLIOX) Target-Date 2040 2.06 04/16/2018
JHancock Multimanager 2045 Lifetime 1 (JLJOX) Target-Date 2045 2.09 04/16/2018
JHancock Multimanager 2050 Lifetime 1 (JLKOX) Target-Date 2050 2.03 04/16/2018
JHancock Multimanager 2055 Lifetime 1 (JLKUX) Target-Date 2055 2.05 04/16/2018
JHancock Multimanager 2060 Lifetime 1 (JRETX) Target-Date 2060+ --- 2.10 04/16/2018
Manning & Napier Pro-Blend Cnsrv Term S (EXDAX) Allocation--30% to 50% Equity -0.88 04/16/2018
Manning & Napier Pro-Blend Extnd Term S (MNBAX) Allocation--50% to 70% Equity 0.35 04/16/2018
Manning & Napier Pro-Blend Max Term S (EXHAX) Allocation--85%+ Equity 2.55 04/16/2018
Manning & Napier Pro-Blend Mod Term S (EXBAX) Allocation--30% to 50% Equity -0.15 04/16/2018
Matthews India Investor (MINDX) India Equity 0.35 04/16/2018
Oppenheimer Global A (OPPAX) World Large Stock 2.50 04/16/2018
Templeton Instl Intl Eq Ser Primary (TFEQX) Foreign Large Value 1.00 04/16/2018
Vanguard Interm-Term Investment-Grde Adm (VFIDX) Corporate Bond -2.19 04/16/2018
Vanguard Pacific Stock Index Admiral (VPADX) Diversified Pacific/Asia 1.38 04/16/2018
Vanguard Short-Term Investment-Grade Adm (VFSUX) Short-Term Bond -0.67 04/16/2018
VY® Oppenheimer Global I (IGMIX) World Large Stock 2.64 04/16/2018
AllianzGI Global Water A (AWTAX) Natural Resources -1.53 04/13/2018
BlackRock Global Allocation Instl (MALOX) World Allocation 0.86 04/13/2018
Dreyfus Worldwide Growth A (PGROX) World Large Stock -0.37 04/13/2018
Eaton Vance Government Opportunities I (EIGOX) Short Government -0.01 04/13/2018
Voya Floating Rate I (IFRIX) Bank Loan 1.60 04/13/2018
American Funds American Balanced A (ABALX) Allocation--50% to 70% Equity 0.52 04/12/2018
Franklin Mutual Financial Services A (TFSIX) Financial -1.07 04/12/2018
Franklin Mutual Shares Z (MUTHX) Allocation--85%+ Equity -0.17 04/12/2018
Prudential Balanced Z (PABFX) Allocation--50% to 70% Equity 0.40 04/12/2018
Schwab International Index (SWISX) Foreign Large Blend 1.92 04/12/2018
BlackRock Basic Value Inv A (MDBAX) Large Value 0.27 04/11/2018
Columbia Floating Rate Inst (CFRZX) Bank Loan 1.99 04/11/2018
Fidelity® China Region (FHKCX) China Region 1.45 04/11/2018
FMI International (FMIJX) Foreign Large Blend -0.91 04/11/2018

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