Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Fidelity® Capital & Income (FAGIX) High Yield Bond 8.36 09/26/2016
JPMorgan Growth Advantage A (VHIAX) Large Growth 0.40 09/26/2016
Matthews Asian Growth & Inc Investor (MACSX) Pacific/Asia ex-Japan Stk 9.44 09/26/2016
MFS Corporate Bond A (MFBFX) Corporate Bond 8.87 09/26/2016
Neuberger Berman Strategic Income I (NSTLX) Multisector Bond 7.90 09/26/2016
Fidelity Advisor® Equity Growth I (EQPGX) Large Growth 1.55 09/23/2016
Fidelity® Leveraged Company Stock (FLVCX) Mid-Cap Value 1.09 09/23/2016
JPMorgan Investor Balanced A (OGIAX) Allocation--50% to 70% Equity 4.59 09/23/2016
Principal SAM Balanced A (SABPX) Allocation--50% to 70% Equity 5.60 09/22/2016
Principal SAM Conservative Bal A (SAIPX) Allocation--30% to 50% Equity 5.74 09/22/2016
Principal SAM Conservative Growth A (SAGPX) Allocation--70% to 85% Equity 5.29 09/22/2016
Principal SAM Flexible Income A (SAUPX) Allocation--15% to 30% Equity 6.63 09/22/2016
Principal SAM Strategic Growth A (SACAX) Allocation--85%+ Equity 4.74 09/22/2016
Vanguard Tax-Managed Capital App Adm (VTCLX) Large Blend 6.44 09/22/2016
Vanguard Tax-Managed Small Cap Adm (VTMSX) Small Blend 12.10 09/22/2016
Invesco European Growth A (AEDAX) Europe Stock -0.90 09/21/2016
Matthews Asia Growth Investor (MPACX) Diversified Pacific/Asia 9.77 09/21/2016
Vanguard Instl Ttl Stk Mkt Idx InstlPls (VITPX) Large Blend 7.18 09/21/2016
Vanguard Total Stock Mkt Idx Adm (VTSAX) Large Blend 7.13 09/21/2016
Columbia Dividend Income Z (GSFTX) Large Value 7.55 09/20/2016
Abbey Capital Futures Strategy I (ABYIX) Managed Futures --- -3.64 09/19/2016
American Century Equity Growth Inv (BEQGX) Large Blend 5.74 09/19/2016
American Century Income & Growth Inv (BIGRX) Large Value 9.15 09/19/2016
JPMorgan Small Cap Equity A (VSEAX) Small Blend 12.54 09/19/2016
Wells Fargo Opportunity A (SOPVX) Large Growth 6.15 09/19/2016
AC Alternatives® Market Neutral Val Inv (ACVVX) Market Neutral 2.96 09/16/2016
American Century Equity Income Inv (TWEIX) Large Value 13.45 09/16/2016
American Century Value Inv (TWVLX) Large Value 9.73 09/16/2016
Principal Equity Income Inst (PEIIX) Large Value 9.03 09/16/2016
Putnam Fund for Growth & Income A (PGRWX) Large Value 5.48 09/16/2016
Fairholme (FAIRX) Large Value 1.30 09/15/2016
Fidelity® Investment Grade Bond (FBNDX) Intermediate-Term Bond 7.94 09/15/2016
Invesco International Growth A (AIIEX) Foreign Large Growth 1.97 09/15/2016
Loomis Sayles Value Y (LSGIX) Large Value 3.37 09/15/2016
MainStay Tax-Free Bond A (MTBAX) Muni National Long 4.93 09/15/2016
MFS Aggressive Growth Allocation A (MAAGX) Allocation--85%+ Equity 7.09 09/15/2016
MFS Conservative Allocation A (MACFX) Allocation--30% to 50% Equity 6.67 09/15/2016
MFS Growth Allocation A (MAGWX) Allocation--70% to 85% Equity 7.56 09/15/2016
MFS Moderate Allocation A (MAMAX) Allocation--50% to 70% Equity 7.26 09/15/2016
T. Rowe Price Overseas Stock (TROSX) Foreign Large Blend 3.00 09/14/2016
Fidelity® Extended Market Index Premium (FSEVX) Mid-Cap Blend 9.03 09/13/2016
BlackRock Small Cap Growth II Inv A (MDSWX) Small Growth 6.01 09/12/2016
Matthews Pacific Tiger Investor (MAPTX) Pacific/Asia ex-Japan Stk 10.11 09/12/2016
MainStay High Yield Municipal Bond I (MMHIX) High Yield Muni 8.10 09/09/2016
Principal Global Div Inc A (PGBAX) Allocation--30% to 50% Equity 9.58 09/09/2016
Principal Global Multi-Strategy Instl (PSMIX) Multialternative 2.55 09/09/2016
T. Rowe Price International Stock (PRITX) Foreign Large Growth 6.35 09/09/2016
Touchstone Sands Capital Inst Gr (CISGX) Large Growth -2.55 09/09/2016
Touchstone Sands Capital Select Growth Z (PTSGX) Large Growth -2.80 09/09/2016
Tweedy, Browne Global Value (TBGVX) Foreign Large Value 3.27 09/09/2016

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