Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Fidelity® Magellan® (FMAGX) Large Growth -0.38 01/23/2015
FMI Large Cap (FMIHX) Large Blend -0.33 01/23/2015
Franklin Floating Rate Daily Access A (FAFRX) Bank Loan 0.19 01/23/2015
Fidelity® Balanced (FBALX) Moderate Allocation 0.18 01/22/2015
Putnam Multi-Cap Growth A (PNOPX) Large Growth 0.03 01/22/2015
Invesco Balanced-Risk Allc A (ABRZX) Tactical Allocation 1.74 01/21/2015
PIMCO CommoditiesPLUS® Strategy Instl (PCLIX) Commodities Broad Basket -7.42 01/21/2015
Putnam Voyager A (PVOYX) Large Growth -0.36 01/21/2015
T. Rowe Price Instl Emerging Mkts Eq (IEMFX) Diversified Emerging Mkts 4.77 01/21/2015
American Beacon Small Cp Val Inst (AVFIX) Small Value -2.80 01/20/2015
Franklin High Income A (FHAIX) High Yield Bond 0.00 01/20/2015
Harbor Commodity Real Return ST Instl (HACMX) Commodities Broad Basket -2.16 01/20/2015
PIMCO Commodity Real Ret Strat Instl (PCRIX) Commodities Broad Basket -2.23 01/20/2015
AQR Managed Futures Strategy I (AQMIX) Managed Futures 5.46 01/16/2015
FPA New Income (FPNIX) Nontraditional Bond 0.30 01/16/2015
T. Rowe Price Emerging Markets Stock (PRMSX) Diversified Emerging Mkts 4.66 01/16/2015
TIAA-CREF Mid-Cap Value Instl (TIMVX) Mid-Cap Value -0.25 01/16/2015
Vanguard Interm-Term Treasury Adm (VFIUX) Intermediate Government 1.88 01/16/2015
Vanguard Long-Term Treasury Admiral (VUSUX) Long Government 6.39 01/16/2015
ASTON/Montag & Caldwell Growth N (MCGFX) Large Growth 0.16 01/15/2015
Harbor Real Return Instl (HARRX) Inflation-Protected Bond 2.47 01/15/2015
Neuberger Berman High Income Bond Instl (NHILX) High Yield Bond 0.38 01/15/2015
PIMCO Real Return Instl (PRRIX) Inflation-Protected Bond 2.37 01/15/2015
Touchstone Merger Arbitrage A (TMGAX) Market Neutral --- -0.09 01/15/2015
Vanguard Pacific Stock Index Adm (VPADX) Diversified Pacific/Asia 1.70 01/15/2015
Vanguard Short-Term Treasury Adm (VFIRX) Short Government 0.42 01/15/2015
JPMorgan Value Advantage Instl (JVAIX) Large Value -0.84 01/14/2015
MFS® International New Discovery A (MIDAX) Foreign Small/Mid Growth -0.85 01/14/2015
Akre Focus Retail (AKREX) Mid-Cap Growth -2.17 01/13/2015
American Beacon Lg Cap Value Inst (AADEX) Large Value -1.25 01/13/2015
BlackRock Global Allocation Inv A (MDLOX) World Allocation 0.86 01/13/2015
Harbor Unconstrained Bond Instl (HAUBX) Nontraditional Bond 0.39 01/13/2015
LKCM Equity Instl (LKEQX) Large Growth -2.10 01/13/2015
Perkins Mid Cap Value T (JMCVX) Mid-Cap Value -0.70 01/13/2015
Perkins Small Cap Value T (JSCVX) Small Value -1.80 01/13/2015
PIMCO Unconstrained Bond Inst (PFIUX) Nontraditional Bond 0.37 01/13/2015
Dodge & Cox International Stock (DODFX) Foreign Large Blend 1.42 01/12/2015
Vanguard Short-Term Federal Adm (VSGDX) Short Government 0.43 01/12/2015
MFS® International Growth A (MGRAX) Foreign Large Growth 1.42 01/09/2015
Oakmark Global Select I (OAKWX) World Stock -2.43 01/09/2015
Osterweis Strategic Investment (OSTVX) Moderate Allocation 0.34 01/09/2015
Perkins Global Value T (JGVAX) World Stock 1.22 01/09/2015
PIMCO Credit Absolute Return Instl (PCARX) Nontraditional Bond --- 0.20 01/09/2015
Boston Partners Long/Short Equity Instl (BPLSX) Long/Short Equity -2.44 01/08/2015
PIMCO Global Multi-Asset Instl (PGAIX) World Allocation 2.27 01/08/2015
PIMCO Inflation Response MultiAsst Instl (PIRMX) Tactical Allocation 3.36 01/08/2015
Alger Capital Appreciation Instl I (ALARX) Large Growth 0.34 01/07/2015
Alger Spectra A (SPECX) Large Growth 0.64 01/07/2015
BlackRock International Opp Inv A (BREAX) Foreign Large Blend 0.85 01/07/2015
DFA Global Equity I (DGEIX) World Stock -0.38 01/07/2015

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