Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
PIMCO Em Mkts Ccy and S/T Invsmt Instl (PLMIX) Multicurrency 2.67 06/14/2019
PIMCO Emerging Markets Bond Instl (PEBIX) Emerging Markets Bond 8.81 06/14/2019
AllianzGI Focused Growth A (PGWAX) Large Growth 18.79 06/13/2019
Brandes Emerging Markets Value I (BEMIX) Diversified Emerging Mkts 8.04 06/13/2019
First Eagle US Value I (FEVIX) Large Blend 10.82 06/13/2019
Lord Abbett Growth Leaders I (LGLIX) Large Growth 27.31 06/13/2019
Morgan Stanley Inst Global Opp I (MGGIX) World Large Stock 22.37 06/13/2019
PIMCO Emerging Mkts Lcl Ccy and Bd Instl (PELBX) Emerging-Markets Local-Currency Bon 7.45 06/13/2019
AB Intermediate Bond Z (ABQZX) Intermediate Core-Plus Bond 5.58 06/12/2019
Fidelity Advisor® New Insights I (FINSX) Large Growth 18.90 06/12/2019
Lazard International Equity Instl (LZIEX) Foreign Large Blend 12.50 06/12/2019
MainStay Floating Rate I (MXFIX) Bank Loan 5.46 06/12/2019
MainStay Income Builder I (MTOIX) World Allocation 10.09 06/12/2019
Goldman Sachs Emerging Markets Eq Instl (GEMIX) Diversified Emerging Mkts 9.60 06/11/2019
Virtus Newfleet Senior Floating Rate I (PSFIX) Bank Loan 5.71 06/11/2019
American Funds Capital Income Bldr A (CAIBX) World Allocation 8.94 06/10/2019
American Funds Tax-Exempt Fund of CA A (TAFTX) Muni California Long 4.80 06/10/2019
Dodge & Cox Global Bond (DODLX) World Bond 6.45 06/10/2019
Invesco Intermediate Term Muni Inc A (VKLMX) Muni National Interm 4.43 06/10/2019
USAA Growth and Tax Strategy (USBLX) Allocation--30% to 50% Equity 10.22 06/10/2019
Vanguard Long-Term Investment-Grade Inv (VWESX) Long-Term Bond 11.01 06/10/2019
VY® Invesco Comstock S (IVKSX) Large Value 11.88 06/10/2019
Eaton Vance Floating-Rate & Hi Inc Inst (EIFHX) Bank Loan 5.20 06/07/2019
Fidelity® Low-Priced Stock (FLPSX) Mid-Cap Value 9.63 06/07/2019
Goldman Sachs Intl Eq Insghts Instl (GCIIX) Foreign Large Blend 8.90 06/07/2019
Goldman Sachs Intl Sm Cp Insghts Instl (GICIX) Foreign Small/Mid Blend 9.92 06/07/2019
Invesco Oppenheimer Rising Dividends A (OARDX) Large Blend 15.71 06/07/2019
USAA Tax Exempt Intermediate-Term (USATX) Muni National Interm 4.56 06/07/2019
USAA Tax Exempt Short-Term (USSTX) Muni National Short 1.55 06/07/2019
USAA VA Bond (USVAX) Muni Single State Interm 4.09 06/07/2019
American Funds Tax-Exempt Bond A (AFTEX) Muni National Interm 4.61 06/06/2019
Delaware Wealth Builder Institutional (DDIIX) Allocation--50% to 70% Equity 9.17 06/06/2019
Goldman Sachs Large Cap Gr Insghts Instl (GCGIX) Large Growth 16.42 06/06/2019
Goldman Sachs Large Cp Val Insghts Instl (GCVIX) Large Value 10.82 06/06/2019
Hartford Municipal Opportunities I (HHMIX) Muni National Interm 5.00 06/06/2019
Invesco Comstock A (ACSTX) Large Value 11.97 06/06/2019
IVA Worldwide I (IVWIX) World Allocation 6.21 06/06/2019
Lazard International Strategic Eq Instl (LISIX) Foreign Large Growth 12.26 06/06/2019
Lord Abbett Developing Growth A (LAGWX) Small Growth 34.00 06/06/2019
Oakmark Equity And Income Investor (OAKBX) Allocation--50% to 70% Equity 10.01 06/06/2019
Wells Fargo Emerging Markets Equity Inst (EMGNX) Diversified Emerging Mkts 8.74 06/06/2019
American Funds Invmt Co of Amer A (AIVSX) Large Blend 11.63 06/05/2019
Fidelity® Small Cap Stock K6 (FKICX) Small Blend --- 19.38 06/05/2019
Touchstone Mid Cap Value Inst (TCVIX) Mid-Cap Value 15.76 06/05/2019
BNY Mellon Structured Midcap A (DPSAX) Mid-Cap Blend 10.16 06/04/2019
Cohen & Steers Instl Realty Shares (CSRIX) Real Estate 23.13 06/04/2019
Cohen & Steers Realty Shares (CSRSX) Real Estate 23.19 06/04/2019
Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) Foreign Large Growth --- 16.04 06/04/2019
T. Rowe Price Instl Frontier Mkts Eq (PRFFX) Diversified Emerging Mkts 9.67 06/04/2019
Diamond Hill Corporate Credit I (DHSTX) High Yield Bond 7.93 06/03/2019

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