Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
DFA Emerging Markets Core Equity I (DFCEX) Diversified Emerging Mkts -1.91 12/19/2014
DFA Emerging Markets Value I (DFEVX) Diversified Emerging Mkts -5.13 12/19/2014
Dodge & Cox Income (DODIX) Intermediate-Term Bond 5.33 12/19/2014
Fidelity® Dividend Growth (FDGFX) Large Blend 12.24 12/19/2014
Neuberger Berman Genesis Inv (NBGNX) Mid-Cap Growth -0.17 12/19/2014
PRIMECAP Odyssey Stock (POSKX) Large Blend 15.82 12/19/2014
T. Rowe Price Mid-Cap Growth (RPMGX) Mid-Cap Growth 13.52 12/19/2014
Vanguard Balanced Index Adm (VBIAX) Moderate Allocation 10.12 12/19/2014
Vanguard Emerging Mkts Stock Idx Adm (VEMAX) Diversified Emerging Mkts -0.67 12/19/2014
Vanguard Wellesley® Income Inv (VWINX) Conservative Allocation 8.23 12/19/2014
Vanguard Wellington™ Inv (VWELX) Moderate Allocation 10.29 12/19/2014
Waddell & Reed Core Investment A (UNCMX) Large Growth 10.00 12/19/2014
Causeway International Value Inv (CIVVX) Foreign Large Blend -5.55 12/18/2014
Harding Loevner International Eq Instl (HLMIX) Foreign Large Growth -0.66 12/18/2014
Janus Aspen Enterprise Instl (JAAGX) Mid-Cap Growth 12.63 12/18/2014
Janus Enterprise T (JAENX) Mid-Cap Growth 12.05 12/18/2014
JPMorgan SmartRetirement® 2015 Instl (JSFIX) Target Date 2011-2015 5.97 12/18/2014
JPMorgan SmartRetirement® 2020 Instl (JTTIX) Target Date 2016-2020 7.10 12/18/2014
JPMorgan SmartRetirement® 2025 Instl (JNSIX) Target Date 2021-2025 7.66 12/18/2014
JPMorgan SmartRetirement® 2030 Instl (JSMIX) Target Date 2026-2030 7.99 12/18/2014
JPMorgan SmartRetirement® 2035 Instl (SRJIX) Target Date 2031-2035 8.19 12/18/2014
JPMorgan SmartRetirement® 2040 Instl (SMTIX) Target Date 2036-2040 8.25 12/18/2014
JPMorgan SmartRetirement® 2045 Instl (JSAIX) Target Date 2041-2045 8.22 12/18/2014
JPMorgan SmartRetirement® 2050 Instl (JTSIX) Target Date 2046-2050 8.18 12/18/2014
JPMorgan SmartRetirement® 2055 Instl (JFFIX) Target Date 2051+ --- 8.26 12/18/2014
JPMorgan SmartRetirement® Income Instl (JSIIX) Retirement Income 5.28 12/18/2014
MFS® Growth A (MFEGX) Large Growth 9.17 12/18/2014
Berwyn (BERWX) Small Blend -5.22 12/17/2014
Berwyn Income (BERIX) Conservative Allocation 3.02 12/17/2014
Fidelity Advisor® Leveraged Co Stk A (FLSAX) Mid-Cap Blend 5.11 12/17/2014
PRIMECAP Odyssey Aggressive Growth (POAGX) Mid-Cap Growth 16.30 12/17/2014
PRIMECAP Odyssey Growth (POGRX) Large Growth 14.57 12/17/2014
Western Asset Core Plus Bond I (WACPX) Intermediate-Term Bond 7.41 12/17/2014
Fidelity® Leveraged Company Stock (FLVCX) Mid-Cap Value 5.33 12/16/2014
Oakmark I (OAKMX) Large Blend 11.64 12/16/2014
Oakmark Select I (OAKLX) Large Blend 15.56 12/16/2014
Osterweis Strategic Income (OSTIX) High Yield Bond 0.73 12/16/2014
TIAA-CREF Bond Instl (TIBDX) Intermediate-Term Bond 5.56 12/16/2014
Western Asset Core Bond IS (WACSX) Intermediate-Term Bond 7.19 12/16/2014
BlackRock International Opp Inv A (BREAX) Foreign Large Blend -10.83 12/15/2014
Harbor International Institutional (HAINX) Foreign Large Blend -5.57 12/15/2014
Lord Abbett Intl Dividend Inc A (LIDAX) Foreign Large Value -2.73 12/15/2014
Templeton Global Bond A (TPINX) World Bond 1.58 12/15/2014
Vanguard Convertible Securities Inv (VCVSX) Convertibles 2.31 12/15/2014
Vanguard Equity-Income Inv (VEIPX) Large Value 11.93 12/15/2014
Eaton Vance National Municipal Income A (EANAX) Muni National Long 14.36 12/11/2014
Harding Loevner Global Equity Inst (HLMVX) World Stock 6.22 12/11/2014
Diamond Hill Long-Short A (DIAMX) Long/Short Equity 7.77 12/10/2014
Loomis Sayles Core Plus Bond Y (NERYX) Intermediate-Term Bond 5.99 12/10/2014
Oppenheimer Main Street Select A (OMSOX) Large Blend 8.47 12/10/2014

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