Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Fidelity Advisor® Emerging Markets I (FIMKX) Diversified Emerging Mkts -16.24 10/12/2018
Fidelity® Leveraged Company Stock (FLVCX) Mid-Cap Blend -4.15 10/12/2018
Fidelity® Short-Term Bond (FSHBX) Short-Term Bond 0.37 10/12/2018
Gabelli Small Cap Growth AAA (GABSX) Small Blend -5.27 10/12/2018
MFS® Diversified Income A (DIFAX) Allocation--30% to 50% Equity -2.39 10/12/2018
T. Rowe Price Growth & Income (PRGIX) Large Blend 4.05 10/12/2018
T. Rowe Price US Large-Cap Core (TRULX) Large Blend 3.91 10/12/2018
AMG Managers Amundi Short Duration Gov N (MGSDX) Ultrashort Bond 0.79 10/11/2018
Artisan Global Opportunities Inv (ARTRX) World Large Stock -0.08 10/11/2018
Artisan Small Cap Investor (ARTSX) Small Growth 13.98 10/11/2018
Ave Maria Bond (AVEFX) Allocation--15% to 30% Equity 0.30 10/11/2018
Fidelity® Conservative Income Bond Instl (FCNVX) Ultrashort Bond 1.66 10/11/2018
Fidelity® Emerging Markets (FEMKX) Diversified Emerging Mkts -16.18 10/11/2018
Fidelity® High Income (SPHIX) High Yield Bond 2.36 10/11/2018
Principal Diversified Intl Inst (PIIIX) Foreign Large Blend -9.57 10/11/2018
Wells Fargo Index Asset Allocation A (SFAAX) Allocation--50% to 70% Equity 2.22 10/11/2018
Artisan Mid Cap Investor (ARTMX) Mid-Cap Growth 7.11 10/10/2018
BMO Ultra Short Tax-Free I (MUISX) Muni National Short 1.08 10/10/2018
Dreyfus Dynamic Total Return I (AVGRX) Multialternative -3.82 10/10/2018
Fidelity® Mid-Cap Stock (FMCSX) Mid-Cap Growth 2.22 10/10/2018
Nuveen Symphony Credit Opportunities I (NCOIX) High Yield Bond 3.53 10/10/2018
Pacific Funds Strategic Income Adv (PLSFX) Multisector Bond 0.63 10/10/2018
Western Asset Short Duration High Inc A (SHIAX) High Yield Bond 3.77 10/10/2018
American Funds New Perspective A (ANWPX) World Large Stock 1.48 10/09/2018
BlackRock Emerg Mkts Flex Dyn Bd Instl (BEDIX) Nontraditional Bond -10.72 10/09/2018
BlackRock Focus Growth Instl (MAFOX) Large Growth 14.46 10/09/2018
Fidelity® New Millennium (FMILX) Large Blend 3.19 10/09/2018
Oppenheimer Capital Appreciation A (OPTFX) Large Growth 6.63 10/09/2018
T. Rowe Price New Asia (PRASX) Pacific/Asia ex-Japan Stk -14.98 10/09/2018
Templeton International Bond Adv (FIBZX) World Bond 0.91 10/09/2018
AMG Yacktman Focused N (YAFFX) Large Blend 2.70 10/08/2018
AMG Yacktman I (YACKX) Large Value 3.15 10/08/2018
Janus Henderson Global Technology D (JNGTX) Technology 10.51 10/08/2018
JHancock Absolute Return Currency NAV (JCUNX) Multicurrency --- -6.49 10/08/2018
Pacific Funds Core Income Adv (PLIDX) Intermediate-Term Bond -1.34 10/08/2018
Templeton Global Total Return Adv (TTRZX) World Bond 1.18 10/08/2018
Tocqueville Gold (TGLDX) Equity Precious Metals -15.93 10/08/2018
Boston Partners All Cap Value Inv (BPAVX) Large Value -0.64 10/05/2018
Invesco Mid Cap Growth A (VGRAX) Mid-Cap Growth 5.19 10/05/2018
Lord Abbett Calibrated Mid Cap Value I (LVMIX) Mid-Cap Value -2.99 10/05/2018
Lord Abbett Value Opportunities A (LVOAX) Mid-Cap Blend -0.65 10/05/2018
Artisan International Small Cap Investor (ARTJX) Foreign Small/Mid Growth -5.59 10/04/2018
Baron Small Cap Instl (BSFIX) Small Growth 6.75 10/04/2018
Neuberger Berman Real Estate Tr (NBRFX) Real Estate -5.25 10/04/2018
PIMCO Investment Grade Credit Bond Instl (PIGIX) Corporate Bond -2.58 10/04/2018
RBC Microcap Value I (RMVIX) Small Value -0.90 10/04/2018
T. Rowe Price Mid-Cap Value (TRMCX) Mid-Cap Value 0.43 10/04/2018
Templeton Global Bond Adv (TGBAX) World Bond 0.87 10/04/2018
BlackRock Long-Horizon Equity Inv A (MDEGX) World Large Stock 0.84 10/03/2018
Conestoga Small Cap Investors (CCASX) Small Growth 10.46 10/03/2018

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