Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
American Funds Global Balanced A (GBLAX) World Allocation 5.81 11/21/2014
Hartford Capital Appreciation A (ITHAX) Large Blend 8.48 11/21/2014
MFS® Municipal Income A (MFIAX) Muni National Long 9.83 11/21/2014
T. Rowe Price Growth Stock (PRGFX) Large Growth 9.55 11/21/2014
Columbia Acorn Select Z (ACTWX) Mid-Cap Growth 2.34 11/20/2014
Fidelity Spartan® Total Mkt Idx Advtg (FSTVX) Large Blend 12.23 11/20/2014
Neuberger Berman Socially Rspns Inv (NBSRX) Large Growth 9.92 11/20/2014
TCW Relative Value Dividend Apprec N (TGIGX) Large Value 9.35 11/20/2014
Columbia Acorn Z (ACRNX) Mid-Cap Growth 1.13 11/19/2014
Neuberger Berman Guardian Inv (NGUAX) Large Growth 9.33 11/19/2014
Oakmark International Small Cap I (OAKEX) Foreign Small/Mid Blend -6.31 11/19/2014
MassMutual RetireSMART 2010 Svc (MRXSX) Target Date 2000-2010 4.81 11/18/2014
MassMutual RetireSMART 2015 Svc (MMJSX) Target Date 2011-2015 4.91 11/18/2014
MassMutual RetireSMART 2020 Svc (MRTSX) Target Date 2016-2020 5.10 11/18/2014
MassMutual RetireSMART 2025 Svc (MMISX) Target Date 2021-2025 5.15 11/18/2014
MassMutual RetireSMART 2030 Svc (MRYSX) Target Date 2026-2030 5.06 11/18/2014
MassMutual RetireSMART 2035 Svc (MMXSX) Target Date 2031-2035 5.20 11/18/2014
MassMutual RetireSMART 2040 Svc (MFRSX) Target Date 2036-2040 5.07 11/18/2014
MassMutual RetireSMART 2045 Svc (MMKSX) Target Date 2041-2045 5.22 11/18/2014
MassMutual RetireSMART 2050 Svc (MMTSX) Target Date 2046-2050 5.21 11/18/2014
MassMutual RetireSMART 2055 Svc (MMWSX) Target Date 2051+ --- 5.36 11/18/2014
MassMutual RetireSMART In Retirement Svc (MDRSX) Retirement Income 4.57 11/18/2014
MFS® Emerging Markets Debt I (MEDIX) Emerging Markets Bond 7.23 11/18/2014
Absolute Strategies I (ASFIX) Multialternative 1.19 11/17/2014
American Funds American Mutual A (AMRMX) Large Value 13.14 11/17/2014
BlackRock High Yield Bond Inv A (BHYAX) High Yield Bond 4.82 11/17/2014
Franklin Total Return A (FKBAX) Intermediate-Term Bond 5.62 11/17/2014
JPMorgan Market Neutral A (HSKAX) Market Neutral 2.59 11/17/2014
JPMorgan Research Market Neutral Instl (JPMNX) Market Neutral 2.66 11/17/2014
Schwab Target 2010 (SWBRX) Target Date 2000-2010 5.22 11/17/2014
American Funds American Hi-Inc Tr A (AHITX) High Yield Bond 2.23 11/14/2014
Prudential Jennison Small Company A (PGOAX) Small Growth 7.42 11/14/2014
DFA International Small Company I (DFISX) Foreign Small/Mid Blend -4.74 11/13/2014
Fairholme (FAIRX) Large Value -2.55 11/13/2014
Fidelity® Short-Term Bond (FSHBX) Short-Term Bond 1.06 11/13/2014
Matthews China Investor (MCHFX) China Region -3.94 11/13/2014
MFS® Municipal High-Income A (MMHYX) High Yield Muni 13.52 11/13/2014
Prudential Jennison Mid Cap Growth A (PEEAX) Mid-Cap Growth 9.14 11/13/2014
Royce Low Priced Stock Svc (RYLPX) Small Growth -1.91 11/13/2014
DFA US Small Cap I (DFSTX) Small Blend 2.15 11/12/2014
Royce Premier Invmt (RYPRX) Mid-Cap Growth 1.09 11/12/2014
Vanguard Small Cap Index Adm (VSMAX) Small Blend 6.23 11/12/2014
Baron Asset Retail (BARAX) Mid-Cap Growth 8.97 11/11/2014
Champlain Mid Cap Adv (CIPMX) Mid-Cap Growth 9.16 11/11/2014
Legg Mason BW Global Opportunities Bd I (GOBIX) World Bond 7.41 11/11/2014
Champlain Small Company Adv (CIPSX) Small Growth 2.50 11/10/2014
Harbor Unconstrained Bond Instl (HAUBX) Nontraditional Bond 3.15 11/10/2014
Invesco Diversified Dividend A (LCEAX) Large Value 11.21 11/10/2014
Principal Diversified Real Asset A (PRDAX) Conservative Allocation 6.15 11/10/2014
Russell LifePoints 2020 Strategy R1 (RLLRX) Target Date 2016-2020 5.17 11/10/2014

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