Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Hotchkis & Wiley High Yield I (HWHIX) High Yield Bond 2.96 03/03/2015
Morgan Stanley Inst International Eq I (MSIQX) Foreign Large Blend 7.63 03/03/2015
Fidelity Advisor® Growth & Income A (FGIRX) Large Blend 2.64 03/02/2015
Fidelity Advisor® Growth Opps T (FAGOX) Large Growth 5.16 03/02/2015
Goldman Sachs Absolute Return Tracker A (GARTX) Multialternative 1.00 03/02/2015
Vanguard REIT Index Adm (VGSLX) Real Estate 3.31 03/02/2015
ClearBridge Small Cap Growth A (SASMX) Small Growth 1.17 02/27/2015
MFS® Massachusetts Investors Gr Stk A (MIGFX) Large Growth 3.63 02/27/2015
RidgeWorth Seix Floating Rate Hi Inc I (SAMBX) Bank Loan 2.15 02/27/2015
TIAA-CREF Bond Plus Inst (TIBFX) Intermediate-Term Bond 1.31 02/27/2015
AllianzGI Technology Institutional (DRGTX) Technology 5.73 02/26/2015
BlackRock Flexible Equity Investor A (BMCAX) Large Blend 3.60 02/26/2015
Fidelity® Growth & Income Portfolio (FGRIX) Large Blend 2.68 02/26/2015
American Funds Income Fund of Amer A (AMECX) Moderate Allocation 2.83 02/25/2015
American Funds Washington Mutual A (AWSHX) Large Value 2.12 02/25/2015
Vanguard Capital Value Inv (VCVLX) Large Blend 5.29 02/25/2015
Wells Fargo Advantage Common Stock Inv (STCSX) Mid-Cap Growth 3.62 02/25/2015
American Funds Dvlpg Wld Gr&Inc A (DWGAX) Diversified Emerging Mkts --- 2.12 02/24/2015
Fidelity Advisor® Diversified Intl A (FDVAX) Foreign Large Growth 6.76 02/24/2015
Goldman Sachs Growth Opportunities Instl (GGOIX) Mid-Cap Growth 3.14 02/24/2015
Fidelity® Diversified International (FDIVX) Foreign Large Growth 6.50 02/23/2015
Fidelity® High Income (SPHIX) High Yield Bond 2.63 02/23/2015
Goldman Sachs Mid Cap Value Instl (GSMCX) Mid-Cap Value 2.36 02/23/2015
Putnam Absolute Return 500 A (PJMDX) Multialternative 1.14 02/23/2015
Putnam Absolute Return 700 Y (PDMYX) Multialternative 1.72 02/23/2015
TIAA-CREF Social Choice Eq Instl (TISCX) Large Blend 2.09 02/23/2015
AB High Income A (AGDAX) Multisector Bond 2.14 02/20/2015
Thornburg Developing World A (THDAX) Diversified Emerging Mkts -0.77 02/20/2015
T. Rowe Price Dividend Growth (PRDGX) Large Blend 3.74 02/19/2015
Vanguard Convertible Securities Inv (VCVSX) Convertibles 4.11 02/19/2015
Brown Capital Mgmt Small Co Inv (BCSIX) Small Growth 3.53 02/18/2015
DFA Tax-Managed US Targeted Value (DTMVX) Small Value 2.62 02/18/2015
Permanent Portfolio (PRPFX) Conservative Allocation 1.92 02/18/2015
T. Rowe Price Value (TRVLX) Large Value 2.11 02/18/2015
Vanguard FTSE Social Index Inv (VFTSX) Large Blend 3.24 02/18/2015
BlackRock LifePath Index 2020 K (LIMKX) Target Date 2016-2020 2.42 02/17/2015
BlackRock LifePath Index 2025 K (LIBKX) Target Date 2021-2025 2.81 02/17/2015
BlackRock LifePath Index 2030 K (LINKX) Target Date 2026-2030 3.12 02/17/2015
BlackRock LifePath Index 2035 K (LIJKX) Target Date 2031-2035 3.42 02/17/2015
BlackRock LifePath Index 2040 K (LIKKX) Target Date 2036-2040 3.80 02/17/2015
BlackRock LifePath Index 2045 K (LIHKX) Target Date 2041-2045 3.92 02/17/2015
BlackRock LifePath Index 2050 K (LIPKX) Target Date 2046-2050 3.95 02/17/2015
BlackRock LifePath Index 2055 K (LIVKX) Target Date 2051+ 3.97 02/17/2015
BlackRock LifePath Index Retire K (LIRKX) Retirement Income 1.94 02/17/2015
Clipper (CFIMX) Large Blend 3.52 02/17/2015
Domini Social Equity Inv (DSEFX) Large Blend 3.21 02/17/2015
ASTON/River Road Dividend All Cap Val I (ARIDX) Large Value 2.05 02/13/2015
Lazard Emerging Markets Equity Instl (LZEMX) Diversified Emerging Mkts 1.40 02/13/2015
Oppenheimer Capital Appreciation A (OPTFX) Large Growth 5.90 02/13/2015
Selected American Shares D (SLADX) Large Blend 4.13 02/12/2015

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