Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Columbia Quality Income Inst3 (CUGYX) Intermediate-Term Bond 2.33 04/25/2019
DFA US Core Equity 2 I (DFQTX) Mid-Cap Blend 18.14 04/25/2019
Fidelity Advisor® Energy A (FANAX) Equity Energy 21.74 04/25/2019
Fidelity® Select Energy (FSENX) Equity Energy 21.86 04/25/2019
Lord Abbett Calibrated Dividend Gr A (LAMAX) Large Blend 14.78 04/25/2019
Metropolitan West Low Duration Bd M (MWLDX) Short-Term Bond 1.62 04/25/2019
MFS Research A (MFRFX) Large Blend 18.43 04/25/2019
Oppenheimer Main Street A (MSIGX) Large Blend 18.90 04/25/2019
Vanguard Instl Trgt Retire 2015 Instl (VITVX) Target-Date 2015 7.66 04/25/2019
Vanguard Instl Trgt Retire 2020 Instl (VITWX) Target-Date 2020 9.37 04/25/2019
Vanguard Instl Trgt Retire 2025 Instl (VRIVX) Target-Date 2025 10.63 04/25/2019
Vanguard Instl Trgt Retire 2030 Instl (VTTWX) Target-Date 2030 11.63 04/25/2019
Vanguard Instl Trgt Retire 2035 Instl (VITFX) Target-Date 2035 12.63 04/25/2019
Vanguard Instl Trgt Retire 2040 Instl (VIRSX) Target-Date 2040 13.62 04/25/2019
Vanguard Instl Trgt Retire 2045 Instl (VITLX) Target-Date 2045 14.34 04/25/2019
Vanguard Instl Trgt Retire 2050 Instl (VTRLX) Target-Date 2050 14.37 04/25/2019
Vanguard Instl Trgt Retire 2055 Instl (VIVLX) Target-Date 2055 14.37 04/25/2019
Vanguard Instl Trgt Retire 2060 Instl (VILVX) Target-Date 2060+ 14.37 04/25/2019
Vanguard Instl Trgt Retire 2065 Instl (VSXFX) Target-Date 2060+ --- 14.39 04/25/2019
Vanguard Instl Trgt Retire Inc Instl (VITRX) Target-Date Retirement 6.46 04/25/2019
Vanguard Target Retirement 2015 Inv (VTXVX) Target-Date 2015 7.65 04/25/2019
Vanguard Target Retirement 2020 Inv (VTWNX) Target-Date 2020 9.40 04/25/2019
Vanguard Target Retirement 2025 Inv (VTTVX) Target-Date 2025 10.64 04/25/2019
Vanguard Target Retirement 2030 Inv (VTHRX) Target-Date 2030 11.65 04/25/2019
Vanguard Target Retirement 2035 Inv (VTTHX) Target-Date 2035 12.59 04/25/2019
Vanguard Target Retirement 2040 Inv (VFORX) Target-Date 2040 13.59 04/25/2019
Vanguard Target Retirement 2045 Inv (VTIVX) Target-Date 2045 14.35 04/25/2019
Vanguard Target Retirement 2050 Inv (VFIFX) Target-Date 2050 14.36 04/25/2019
Vanguard Target Retirement 2055 Inv (VFFVX) Target-Date 2055 14.33 04/25/2019
Vanguard Target Retirement 2060 Inv (VTTSX) Target-Date 2060+ 14.30 04/25/2019
Vanguard Target Retirement 2065 Inv (VLXVX) Target-Date 2060+ --- 14.33 04/25/2019
Vanguard Target Retirement Income Inv (VTINX) Target-Date Retirement 6.45 04/25/2019
BlackRock Dynamic High Income Instl (BDHIX) World Allocation 12.17 04/24/2019
BlackRock Multi-Asset Income Instl (BIICX) Allocation--30% to 50% Equity 7.93 04/24/2019
Fidelity® Tax-Free Bond (FTABX) Muni National Long 3.36 04/24/2019
Nuveen Large Cap Growth I (NLIGX) Large Growth 15.76 04/24/2019
Nuveen Large-Cap Value A (NNGAX) Large Value 14.28 04/24/2019
PGIM Short Duration High Yield Income Z (HYSZX) High Yield Bond 6.32 04/24/2019
Virtus Ceredex Mid-Cap Value Equity I (SMVTX) Mid-Cap Value 18.15 04/24/2019
Westwood Income Opportunity Instl (WHGIX) Allocation--30% to 50% Equity 9.22 04/24/2019
BlackRock GNMA Instl (BGNIX) Intermediate Government 1.93 04/23/2019
BlackRock US Government Bond Inv A (CIGAX) Intermediate Government 1.69 04/23/2019
BlackRock US Mortgage Portfolio Instl (MSUMX) Intermediate-Term Bond 2.31 04/23/2019
DFA US Core Equity 1 I (DFEOX) Large Blend 18.38 04/23/2019
Goldman Sachs Core Fixed Income Instl (GSFIX) Intermediate-Term Bond 3.57 04/23/2019
Invesco Asia Pacific Growth A (ASIAX) Pacific/Asia ex-Japan Stk 13.70 04/23/2019
MFS Blended Research Core Equity I (MUSEX) Large Blend 15.79 04/23/2019
Vanguard Value Index Adm (VVIAX) Large Value 13.48 04/23/2019
AllianzGI NFJ Small-Cap Value Instl (PSVIX) Small Value 17.40 04/22/2019
AQR Diversified Arbitrage I (ADAIX) Market Neutral 4.00 04/22/2019

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