Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Eaton Vance High Income Opportunities A (ETHIX) High Yield Bond 0.51 10/22/2018
JPMorgan Government Bond R6 (OGGYX) Intermediate Government --- -1.95 10/22/2018
JPMorgan Limited Duration Bd R6 (JUSUX) Short-Term Bond 1.17 10/22/2018
PGIM Jennison Utility A (PRUAX) Utilities 2.95 10/22/2018
PIMCO High Yield Municipal Bond I (PHMIX) High Yield Muni 1.59 10/22/2018
T. Rowe Price Emerging Markets Stock (PRMSX) Diversified Emerging Mkts -14.71 10/22/2018
T. Rowe Price Instl Emerging Mkts Eq (IEMFX) Diversified Emerging Mkts -14.61 10/22/2018
Gabelli ABC Advisor (GADVX) Market Neutral 0.58 10/19/2018
JPMorgan Core Plus Bond R6 (JCPUX) Intermediate-Term Bond -2.04 10/19/2018
Victory Floating Rate Y (RSFYX) Bank Loan 4.22 10/19/2018
American Funds Growth and Inc Port A (GAIOX) Allocation--70% to 85% Equity -0.75 10/18/2018
Baron Partners Retail (BPTRX) Mid-Cap Growth 5.99 10/18/2018
Fidelity Advisor® Limited Term Bond I (EFIPX) Short-Term Bond -0.18 10/18/2018
Goldman Sachs Income Builder Instl (GSBIX) Allocation--30% to 50% Equity -0.96 10/18/2018
Oppenheimer International Small-Mid Co A (OSMAX) Foreign Small/Mid Growth 1.13 10/18/2018
Oppenheimer Limited-Term Bond A (OUSGX) Short-Term Bond 0.58 10/18/2018
Franklin Small Cap Growth A (FSGRX) Small Growth 8.91 10/17/2018
JPMorgan Strategic Income Opports I (JSOSX) Nontraditional Bond 2.04 10/17/2018
PGIM Jennison Focused Growth Z (SPFZX) Large Growth 11.05 10/17/2018
Royce Premier Invmt (RYPRX) Small Growth -1.27 10/17/2018
Sequoia (SEQUX) Large Growth 4.78 10/17/2018
BlackRock High Yield Bond Instl (BHYIX) High Yield Bond 1.45 10/16/2018
Diamond Hill Small-Mid Cap I (DHMIX) Mid-Cap Value -4.54 10/16/2018
PIMCO International Bond (USD-Hdg) Instl (PFORX) World Bond 1.93 10/16/2018
Transamerica Bond A (IDITX) Intermediate-Term Bond -0.70 10/16/2018
Artisan Mid Cap Value Investor (ARTQX) Mid-Cap Value -3.39 10/15/2018
Artisan Value Investor (ARTLX) Large Value -2.61 10/15/2018
Diamond Hill Large Cap I (DHLRX) Large Value -1.16 10/15/2018
Fidelity Advisor® High Income Advtg I (FAHCX) High Yield Bond 0.88 10/15/2018
Fidelity® Intermediate Bond (FTHRX) Intermediate-Term Bond -1.12 10/15/2018
LKCM Small Cap Equity Instl (LKSCX) Small Growth 6.18 10/15/2018
MFS® Global Total Return A (MFWTX) World Allocation -4.43 10/15/2018
PGIM Jennison Equity Income A (SPQAX) Large Blend 1.16 10/15/2018
PIMCO Global Bond Opps (USD-Hdg) Instl (PGBIX) World Bond 0.05 10/15/2018
Fidelity Advisor® Emerging Markets I (FIMKX) Diversified Emerging Mkts -16.53 10/12/2018
Fidelity® Leveraged Company Stock (FLVCX) Mid-Cap Blend -5.76 10/12/2018
Fidelity® Short-Term Bond (FSHBX) Short-Term Bond 0.30 10/12/2018
Gabelli Small Cap Growth AAA (GABSX) Small Blend -5.77 10/12/2018
MFS® Diversified Income A (DIFAX) Allocation--30% to 50% Equity -2.23 10/12/2018
T. Rowe Price Growth & Income (PRGIX) Large Blend 3.87 10/12/2018
T. Rowe Price US Large-Cap Core (TRULX) Large Blend 3.74 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 -1.05 10/11/2018
Artisan Small Cap Investor (ARTSX) Small Growth 14.73 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 1.62 10/11/2018
Fidelity® Emerging Markets (FEMKX) Diversified Emerging Mkts -16.49 10/11/2018
Fidelity® High Income (SPHIX) High Yield Bond 2.03 10/11/2018
Principal Diversified Intl Inst (PIIIX) Foreign Large Blend -10.58 10/11/2018
Wells Fargo Index Asset Allocation A (SFAAX) Allocation--50% to 70% Equity 1.89 10/11/2018

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