Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
BlackRock Low Duration Bd Inv A (BLDAX) Short-Term Bond 0.88 04/15/2014
Eaton Vance Diversified Currency Inc A (EAIIX) Multicurrency 0.36 04/15/2014
Federated Prudent Bear A (BEARX) Bear Market --- -1.14 04/15/2014
Harbor Real Return Instl (HARRX) Inflation-Protected Bond 3.08 04/15/2014
ClearBridge All Cap Value A (SHFVX) Large Blend -0.06 04/14/2014
ING Global Real Estate A (IGLAX) Global Real Estate 4.04 04/14/2014
Wasatch International Growth (WAIGX) Foreign Small/Mid Growth -4.68 04/14/2014
American Century One Choice 2015 Instl (ARNIX) Target Date 2011-2015 1.12 04/11/2014
American Century One Choice 2020 Instl (ARBSX) Target Date 2016-2020 1.10 04/11/2014
American Century One Choice 2025 Instl (ARWFX) Target Date 2021-2025 0.93 04/11/2014
American Century One Choice 2030 Instl (ARCSX) Target Date 2026-2030 0.67 04/11/2014
American Century One Choice 2035 Instl (ARLIX) Target Date 2031-2035 0.53 04/11/2014
American Century One Choice 2040 Instl (ARDSX) Target Date 2036-2040 0.40 04/11/2014
American Century One Choice 2045 Instl (AOOIX) Target Date 2041-2045 0.32 04/11/2014
American Century One Choice 2050 Instl (ARFSX) Target Date 2046-2050 0.24 04/11/2014
American Century One Choice In Ret Instl (ATTIX) Retirement Income 1.21 04/11/2014
Harbor Bond Institutional (HABDX) Intermediate-Term Bond 1.87 04/11/2014
Hartford Capital Appreciation A (ITHAX) Large Blend -2.29 04/11/2014
Keeley Small Cap Value A (KSCVX) Small Blend -3.78 04/11/2014
Keeley Small-Mid Cap Value A (KSMVX) Small Blend -3.06 04/11/2014
Merk Hard Currency Inv (MERKX) Multicurrency --- 1.07 04/11/2014
Vanguard Developed Markets Idx Admiral (VTMGX) Foreign Large Blend -0.74 04/11/2014
Vanguard European Stock Index Adm (VEUSX) Europe Stock 0.93 04/11/2014
Alger Capital Appreciation Instl I (ALARX) Large Growth -2.71 04/10/2014
Diamond Hill Long-Short A (DIAMX) Long/Short Equity 0.58 04/10/2014
Eaton Vance National Municipal Income A (EANAX) Muni National Long 7.21 04/10/2014
PIMCO Inflation Response MultiAsst Instl (PIRMX) Tactical Allocation --- 5.23 04/10/2014
Pioneer A (PIODX) Large Blend -0.08 04/10/2014
T. Rowe Price Latin America (PRLAX) Latin America Stock 0.27 04/10/2014
Vanguard PRIMECAP Inv (VPMCX) Large Growth 2.40 04/10/2014
Alger Spectra A (SPECX) Large Growth -3.54 04/09/2014
Amana Growth Investor (AMAGX) Large Growth 0.59 04/09/2014
Amana Income Investor (AMANX) Large Blend 0.43 04/09/2014
American Century Growth Inv (TWCGX) Large Growth -1.13 04/09/2014
Bridgeway Ultra-Small Company Market (BRSIX) Small Blend -2.06 04/09/2014
Diamond Hill Small-Mid Cap I (DHMIX) Mid-Cap Value 0.22 04/09/2014
Fidelity® Small Cap Value (FCPVX) Small Value -1.75 04/09/2014
ING Solution 2015 Portfolio I (ISOIX) Target Date 2011-2015 1.24 04/09/2014
ING Solution 2040 Portfolios I (ISNLX) Target Date 2036-2040 --- -0.71 04/09/2014
Jensen Quality Growth J (JENSX) Large Growth -1.19 04/09/2014
JPMorgan Strategic Income Opps A (JSOAX) Nontraditional Bond 0.52 04/09/2014
Northern Global Real Estate Index (NGREX) Global Real Estate 4.99 04/09/2014
RS Value A (RSVAX) Mid-Cap Blend 0.29 04/09/2014
Scout International (UMBWX) Foreign Large Growth -1.88 04/09/2014
Wasatch Global Opportunities (WAGOX) World Stock -5.03 04/09/2014
Diamond Hill Large Cap A (DHLAX) Large Value -0.09 04/08/2014
Fidelity Spartan® Intl Idx Advtg (FSIVX) Foreign Large Blend -0.75 04/08/2014
Fidelity® Small Cap Discovery (FSCRX) Small Blend -2.24 04/08/2014
PIMCO Long Duration Total Return Instl (PLRIX) Long-Term Bond 8.39 04/08/2014
Schwab International Index (SWISX) Foreign Large Blend -0.70 04/08/2014

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