Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Vanguard Long-Term Investment-Grade Inv (VWESX) Corporate Bond 15.09 08/29/2014
American Funds Capital Income Bldr A (CAIBX) World Allocation 7.56 08/28/2014
Vanguard High-Yield Corporate Inv (VWEHX) High Yield Bond 5.46 08/28/2014
361 Managed Futures Strategy I (AMFZX) Managed Futures --- 3.12 08/27/2014
Greenspring (GRSPX) Moderate Allocation 1.61 08/27/2014
Lord Abbett Bond-Debenture A (LBNDX) High Yield Bond 5.82 08/27/2014
Vanguard Short-Term Investment-Grade Adm (VFSUX) Short-Term Bond 1.87 08/27/2014
Calamos Convertible A (CCVIX) Convertibles 6.40 08/26/2014
Lord Abbett Short Duration Income A (LALDX) Short-Term Bond 2.05 08/26/2014
T. Rowe Price Real Estate (TRREX) Real Estate 19.93 08/26/2014
FPA Paramount (FPRAX) World Stock 0.36 08/25/2014
Vanguard Interm-Term Investment-Grde Adm (VFIDX) Corporate Bond 5.57 08/25/2014
Vanguard International Growth Inv (VWIGX) Foreign Large Growth 1.93 08/25/2014
Vanguard Value Index Adm (VVIAX) Large Value 9.57 08/25/2014
Equinox Campbell Strategy I (EBSIX) Managed Futures --- -0.67 08/22/2014
Oppenheimer Global A (OPPAX) World Stock 4.13 08/21/2014
Oppenheimer International Growth A (OIGAX) Foreign Large Growth -1.07 08/21/2014
Vanguard Growth Index Adm (VIGAX) Large Growth 10.20 08/21/2014
American Funds Invmt Co of Amer A (AIVSX) Large Blend 10.89 08/20/2014
Artisan International Investor (ARTIX) Foreign Large Growth 1.44 08/20/2014
Hussman Strategic Growth (HSGFX) Market Neutral -3.64 08/20/2014
Vanguard Growth & Income Inv (VQNPX) Large Blend 10.41 08/20/2014
Lord Abbett Floating Rate A (LFRAX) Bank Loan 2.24 08/18/2014
Russell LifePoints Balanced Strategy A (RBLAX) Moderate Allocation 5.67 08/18/2014
Russell LifePoints Growth Strategy A (RALAX) Aggressive Allocation 5.63 08/18/2014
Russell Lifepoints Moderate Strat A (RMLAX) Conservative Allocation 5.31 08/18/2014
Vanguard Inflation-Protected Secs Adm (VAIPX) Inflation-Protected Bond 6.45 08/18/2014
Wells Fargo Advantage DJ Target 2010 R6 (WFOAX) Target Date 2000-2010 5.18 08/18/2014
Wells Fargo Advantage DJ Target 2015 R6 (WFSCX) Target Date 2011-2015 5.39 08/18/2014
Wells Fargo Advantage DJ Target 2020 R6 (WFOBX) Target Date 2016-2020 5.83 08/18/2014
Wells Fargo Advantage DJ Target 2025 R6 (WFTYX) Target Date 2021-2025 6.20 08/18/2014
Wells Fargo Advantage DJ Target 2030 R6 (WFOOX) Target Date 2026-2030 6.58 08/18/2014
Wells Fargo Advantage DJ Target 2035 R6 (WFQRX) Target Date 2031-2035 6.86 08/18/2014
Wells Fargo Advantage DJ Target 2040 R6 (WFOSX) Target Date 2036-2040 7.07 08/18/2014
Wells Fargo Advantage DJ Target 2045 R6 (WFQPX) Target Date 2041-2045 7.24 08/18/2014
Wells Fargo Advantage DJ Target 2050 R6 (WFQFX) Target Date 2046-2050 7.32 08/18/2014
Wells Fargo Advantage DJ Target 2055 R6 (WFQUX) Target Date 2051+ 7.24 08/18/2014
Wells Fargo Advantage DJ Target Today R6 (WOTDX) Retirement Income 4.74 08/18/2014
BlackRock Flexible Equity Investor A (BMCAX) Large Blend 3.23 08/15/2014
Eaton Vance Tx-Mgd Value A (EATVX) Large Value 9.54 08/15/2014
Fidelity Freedom® 2060 (FDKVX) Target Date 2051+ --- --- 08/15/2014
Franklin Growth A (FKGRX) Large Growth 9.48 08/15/2014
Weitz Hickory (WEHIX) Mid-Cap Blend -0.69 08/15/2014
BlackRock LifePath 2020 K (LPSCX) Target Date 2016-2020 6.10 08/14/2014
BlackRock LifePath 2025 K (LPBKX) Target Date 2021-2025 6.39 08/14/2014
BlackRock LifePath 2030 K (LPSDX) Target Date 2026-2030 6.69 08/14/2014
BlackRock LifePath 2035 K (LPJKX) Target Date 2031-2035 6.92 08/14/2014
BlackRock LifePath 2040 K (LPSFX) Target Date 2036-2040 7.06 08/14/2014
BlackRock LifePath 2045 K (LPHKX) Target Date 2041-2045 7.29 08/14/2014
BlackRock LifePath 2050 K (LPSGX) Target Date 2046-2050 7.47 08/14/2014

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