Fund Analyst Reports

To access Analysts Reports, sign up for a free 14-day trial.
Fund Name Category Star Rating YTD
Return %
Date
Forward Tactical Growth A (FTAGX) Long/Short Equity 0.04 05/22/2015
Franklin CA Tax-Free Income A (FKTFX) Muni California Long -0.10 05/22/2015
JHancock Alternative Asset Allc I (JAAIX) Multialternative 2.18 05/22/2015
T. Rowe Price Small-Cap Value (PRSVX) Small Blend 0.38 05/22/2015
Vanguard Target Retirement 2060 Inv (VTTSX) Target Date 2051+ 5.71 05/22/2015
Vanguard Wellington™ Inv (VWELX) Moderate Allocation 2.64 05/22/2015
Weitz Value Investor (WVALX) Large Blend 6.27 05/22/2015
Fidelity® New Markets Income (FNMIX) Emerging Markets Bond 4.52 05/21/2015
Natixis ASG Managed Futures Strategy A (AMFAX) Managed Futures 6.58 05/21/2015
Harding Loevner Frontier Emerg Mkts Inst (HLFMX) Diversified Emerging Mkts -2.25 05/20/2015
Longleaf Partners Global (LLGLX) World Stock --- 3.10 05/20/2015
Morgan Stanley Inst Mid Cap Growth I (MPEGX) Mid-Cap Growth 4.55 05/20/2015
Morgan Stanley Inst Small Co Gr I (MSSGX) Small Growth 5.69 05/20/2015
Oppenheimer Main Street A (MSIGX) Large Blend 4.34 05/20/2015
PIMCO EqS Pathfinder Institutional (PTHWX) World Stock 8.43 05/20/2015
Fidelity Advisor® Diversified Stock A (FDTOX) Large Blend 3.62 05/18/2015
Fidelity Advisor® Equity Income T (FEIRX) Large Value 3.62 05/18/2015
Fidelity® Equity-Income (FEQIX) Large Value 3.93 05/18/2015
AQR Large Cap Momentum Style I (AMOMX) Large Growth 4.84 05/15/2015
Columbia Acorn International Select A (LAFAX) Foreign Small/Mid Growth 8.21 05/15/2015
Eaton Vance Floating Rate I (EIBLX) Bank Loan 2.74 05/15/2015
Eaton Vance Floating-Rate Advantage I (EIFAX) Bank Loan 3.43 05/15/2015
Franklin Mutual Beacon A (TEBIX) Large Blend 7.04 05/15/2015
Franklin Mutual Shares A (TESIX) Large Value 5.46 05/15/2015
GMO Global Asset Allocation III (GMWAX) World Allocation 4.26 05/15/2015
Nuveen Real Estate Securities A (FREAX) Real Estate -0.92 05/15/2015
PIMCO Global Advantage Strategy Bd Instl (PSAIX) World Bond -1.79 05/15/2015
Templeton Hard Currency A (ICPHX) Multicurrency --- -2.55 05/15/2015
Vanguard Dividend Apprec Idx Admiral (VDADX) Large Blend --- 1.47 05/15/2015
Ariel Fund Investor (ARGFX) Mid-Cap Blend 6.64 05/14/2015
BlackRock Basic Value Inv A (MDBAX) Large Value 5.67 05/14/2015
Fidelity® Total Bond (FTBFX) Intermediate-Term Bond 1.28 05/14/2015
Loomis Sayles Global Bond Retail (LSGLX) World Bond -2.33 05/14/2015
PIMCO Foreign Bond (USD-Hedged) I (PFORX) World Bond -0.13 05/14/2015
Scout Core Plus Bond Instl (SCPZX) Intermediate-Term Bond 1.04 05/14/2015
Wells Fargo Advantage Absolute Ret Adm (WARDX) World Allocation 4.06 05/14/2015
Columbia Acorn International A (LAIAX) Foreign Small/Mid Growth 9.84 05/13/2015
AQR Diversified Arbitrage I (ADAIX) Market Neutral 0.30 05/12/2015
AQR Risk Parity I (AQRIX) Tactical Allocation 5.13 05/12/2015
Harbor Bond Institutional (HABDX) Intermediate-Term Bond 0.94 05/12/2015
IVA Worldwide A (IVWAX) World Allocation 3.15 05/12/2015
JPMorgan Income Builder A (JNBAX) Conservative Allocation 4.03 05/12/2015
Royce Opportunity Invmt (RYPNX) Small Value 1.71 05/12/2015
Wells Fargo Advantage Municipal Bond A (WMFAX) Muni National Long -0.72 05/12/2015
American Century One Choice 2020 Instl (ARBSX) Target Date 2016-2020 2.56 05/11/2015
American Century One Choice 2030 Instl (ARCSX) Target Date 2026-2030 3.66 05/11/2015
PIMCO Foreign Bond (Unhedged) I (PFUIX) World Bond -3.08 05/11/2015
PIMCO Global Bond (USD-Hedged) I (PGBIX) World Bond -0.12 05/11/2015
GMO Benchmark-Free Allocation III (GBMFX) World Allocation 4.23 05/08/2015
Oppenheimer Developing Markets A (ODMAX) Diversified Emerging Mkts 4.42 05/08/2015

Fund Family Data Pages