Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
AllianzGI Convertible Institutional (ANNPX) Convertibles 1.67 02/21/2017
AllianzGI Technology Institutional (DRGTX) Technology 4.49 02/21/2017
American Funds SMALLCAP World A (SMCWX) World Stock 3.11 02/21/2017
Fidelity® High Income (SPHIX) High Yield Bond 1.08 02/21/2017
Goldman Sachs Growth Opportunities Instl (GGOIX) Mid-Cap Growth 3.39 02/21/2017
Invesco American Value A (MSAVX) Mid-Cap Value 1.29 02/21/2017
DFA Real Estate Securities I (DFREX) Real Estate 0.09 02/17/2017
Vanguard Consumer Staples Index Admiral (VCSAX) Consumer Defensive -0.41 02/17/2017
Vanguard Industrials Index Admiral (VINAX) Industrials 1.57 02/17/2017
Vanguard Information Technology Idx Adm (VITAX) Technology 3.34 02/17/2017
American Funds Dvlpg Wld Gr&Inc A (DWGAX) Diversified Emerging Mkts --- 2.77 02/16/2017
Fidelity Advisor® Growth & Income A (FGIRX) Large Blend 1.77 02/16/2017
Fidelity® Growth & Income (FGRIX) Large Blend 1.76 02/16/2017
State Farm LifePath 2020 A (NLWAX) Target-Date 2020 1.16 02/16/2017
State Farm LifePath 2030 A (NLHAX) Target-Date 2030 1.58 02/16/2017
State Farm LifePath 2040 A (NLOAX) Target-Date 2040 1.91 02/16/2017
State Farm LifePath 2050 A (NLPAX) Target-Date 2050 2.00 02/16/2017
State Farm LifePath Retirement A (NILAX) Target-Date Retirement 0.98 02/16/2017
Vanguard Convertible Securities Inv (VCVSX) Convertibles 1.49 02/16/2017
Domini Impact Equity Investor (DSEFX) Large Blend 1.89 02/15/2017
Thornburg International Value I (TGVIX) Foreign Large Growth 2.41 02/15/2017
Wells Fargo Common Stock A (SCSAX) Mid-Cap Blend 2.35 02/15/2017
Wells Fargo Opportunity A (SOPVX) Large Growth 2.90 02/15/2017
AB High Income A (AGDAX) High Yield Bond 1.04 02/14/2017
American Century Heritage Inv (TWHIX) Mid-Cap Growth 2.68 02/14/2017
PIMCO Emerging Local Bond Instl (PELBX) Emerging-Markets Local-Currency Bon 1.08 02/14/2017
Principal High Yield Inst (PHYTX) High Yield Bond 1.04 02/14/2017
DFA Tax-Managed US Targeted Value (DTMVX) Small Value 0.62 02/13/2017
Pioneer Multi-Asset Ultrashort Income Y (MYFRX) Ultrashort Bond 0.06 02/13/2017
Scout Unconstrained Bond Instl (SUBFX) Nontraditional Bond 0.19 02/13/2017
Harding Loevner Frontier Emerg Mkts Inst (HLFMX) Diversified Emerging Mkts 2.36 02/10/2017
MFS Massachusetts Inv Gr Stk A (MIGFX) Large Growth 2.77 02/10/2017
Sequoia (SEQUX) Large Growth 1.57 02/10/2017
Vanguard REIT Index Admiral (VGSLX) Real Estate 0.18 02/10/2017
American Funds 2010 Trgt Date Retire R5 (REATX) Target-Date 2000-2010 0.98 02/09/2017
American Funds 2015 Trgt Date Retire R5 (REJTX) Target-Date 2015 1.02 02/09/2017
American Funds 2020 Trgt Date Retire R5 (RECTX) Target-Date 2020 1.30 02/09/2017
American Funds 2025 Trgt Date Retire R5 (REDTX) Target-Date 2025 1.50 02/09/2017
American Funds 2030 Trgt Date Retire R5 (REETX) Target-Date 2030 1.83 02/09/2017
American Funds 2035 Trgt Date Retire R5 (REFTX) Target-Date 2035 2.13 02/09/2017
American Funds 2040 Trgt Date Retire R5 (REGTX) Target-Date 2040 2.17 02/09/2017
American Funds 2045 Trgt Date Retire R5 (REHTX) Target-Date 2045 2.23 02/09/2017
American Funds 2050 Trgt Date Retire A (AALTX) Target-Date 2050 2.21 02/09/2017
American Funds 2055 Trgt Date Retire R5 (REKTX) Target-Date 2055 2.28 02/09/2017
American Funds 2060 Trgt Date Retire R5 (REMTX) Target-Date 2060+ --- 2.23 02/09/2017
Gotham Enhanced Return Institutional (GENIX) Mid-Cap Blend 0.87 02/08/2017
Ivy Asset Strategy A (WASAX) World Allocation 1.35 02/08/2017
Pioneer Short Term Income Y (PSHYX) Short-Term Bond 0.18 02/08/2017
Vanguard FTSE Social Index I (VFTNX) Large Blend 2.17 02/08/2017
Waddell & Reed Asset Strategy A (UNASX) World Allocation 1.77 02/08/2017

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