Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Highland Long/Short Equity Z (HEOZX) Long-Short Equity -1.31 07/01/2016
PRIMECAP Odyssey Aggressive Growth (POAGX) Mid-Cap Growth -3.61 06/30/2016
PRIMECAP Odyssey Stock (POSKX) Large Blend -0.64 06/30/2016
Schooner A (SCNAX) Option Writing -6.03 06/30/2016
AB Concentrated Growth Advisor (WPSGX) Large Growth -4.21 06/29/2016
Matthews Japan Instl (MIJFX) Japan Stock 6.32 06/29/2016
Oppenheimer International Growth A (OIGAX) Foreign Large Growth -2.58 06/29/2016
T. Rowe Price Blue Chip Growth (TRBCX) Large Growth -5.73 06/29/2016
T. Rowe Price Mid-Cap Value (TRMCX) Mid-Cap Value 11.03 06/29/2016
USAA World Growth (USAWX) World Stock 2.60 06/29/2016
PRIMECAP Odyssey Growth (POGRX) Large Growth -5.53 06/28/2016
Prudential Short-Term Corporate Bd A (PBSMX) Short-Term Bond 2.96 06/28/2016
Vanguard CA Interm-Term Tax-Exempt Inv (VCAIX) Muni California Intermediate 3.86 06/28/2016
Vanguard CA Long-Term Tax-Exempt Inv (VCITX) Muni California Long 5.42 06/28/2016
Vanguard Windsor™ Inv (VWNDX) Large Value -0.62 06/28/2016
Victory Munder Mid-Cap Core Growth A (MGOAX) Mid-Cap Growth 1.47 06/28/2016
Fidelity Advisor® Capital Development A (FDTTX) Large Growth 1.09 06/27/2016
Fidelity Advisor® Large Cap I (FALIX) Large Blend 1.21 06/27/2016
Fidelity® Large Cap Stock (FLCSX) Large Blend 1.09 06/27/2016
Vanguard Ltd-Term Tx-Ex (VMLTX) Muni National Short 1.48 06/27/2016
Vanguard Long-Term Investment-Grade Inv (VWESX) Corporate Bond 13.24 06/24/2016
American Funds Capital World Gr&Inc A (CWGIX) World Stock 1.64 06/23/2016
GMO Benchmark-Free Allocation III (GBMFX) World Allocation 1.02 06/23/2016
GMO Global Asset Allocation III (GMWAX) World Allocation 2.63 06/23/2016
MFS Global Equity A (MWEFX) World Stock 2.63 06/23/2016
Neuberger Berman International Sel Instl (NILIX) Foreign Large Blend -3.10 06/23/2016
Oakmark Equity & Income I (OAKBX) Allocation--50% to 70% Equity 0.35 06/23/2016
PIMCO Diversified Inc Instl (PDIIX) Multisector Bond 7.50 06/23/2016
Wells Fargo Absolute Return Admin (WARDX) World Allocation 0.69 06/23/2016
Wells Fargo Asset Allocation A (EAAFX) World Allocation 2.17 06/23/2016
Lord Abbett Developing Growth A (LAGWX) Small Growth -8.29 06/22/2016
VY® Oppenheimer Global I (IGMIX) World Stock -8.07 06/22/2016
Fidelity Advisor® Growth Opps T (FAGOX) Large Growth -5.65 06/21/2016
Fidelity® Growth Company (FDGRX) Large Growth -4.89 06/21/2016
JPMorgan Emerging Mkts Eq Sel (JEMSX) Diversified Emerging Mkts 10.02 06/21/2016
JPMorgan Equity Income Select (HLIEX) Large Value 5.89 06/21/2016
Vanguard Global Equity Inv (VHGEX) World Stock 0.25 06/21/2016
Oppenheimer Global A (OPPAX) World Stock -8.15 06/20/2016
TIAA-CREF Bond Instl (TIBDX) Intermediate-Term Bond 6.01 06/17/2016
Vanguard Small Cap Growth Index Admiral (VSGAX) Small Growth 2.37 06/17/2016
Vanguard Small Cap Value Index Admiral (VSIAX) Small Value 7.27 06/17/2016
Lazard International Strategic Eq Instl (LISIX) Foreign Large Blend -1.58 06/16/2016
Vanguard Capital Opportunity Inv (VHCOX) Large Growth -4.55 06/14/2016
Vanguard PRIMECAP Core Inv (VPCCX) Large Growth -0.29 06/14/2016
Vanguard PRIMECAP Inv (VPMCX) Large Growth -1.71 06/14/2016
American Century Ultra® Inv (TWCUX) Large Growth -1.88 06/13/2016
American Funds Ltd-Term Tx-Ex Bd A (LTEBX) Muni National Short 1.95 06/13/2016
American Funds Tax-Exempt Bond A (AFTEX) Muni National Interm 4.26 06/13/2016
Touchstone Merger Arbitrage Instl (TMGLX) Market Neutral 2.21 06/13/2016
Vanguard Equity-Income Inv (VEIPX) Large Value 7.68 06/13/2016

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