Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
BlackRock National Municipal Instl (MANLX) Muni National Interm -1.13 02/16/2018
ClearBridge Large Cap Value I (SAIFX) Large Value 1.42 02/16/2018
Fidelity Advisor® Capital Development A (FDTTX) Large Blend 1.75 02/16/2018
Fidelity Advisor® Consumer Discret A (FCNAX) Consumer Cyclical 6.29 02/16/2018
Fidelity Advisor® Equity Value I (FAIVX) Large Value 0.57 02/16/2018
Fidelity Advisor® Large Cap I (FALIX) Large Blend 1.73 02/16/2018
Fidelity® Large Cap Stock (FLCSX) Large Blend 1.73 02/16/2018
MFS® Lifetime 2020 A (MFLAX) Target-Date 2020 0.00 02/16/2018
MFS® Lifetime 2025 A (LTTAX) Target-Date 2025 0.39 02/16/2018
MFS® Lifetime 2030 A (MLTAX) Target-Date 2030 0.97 02/16/2018
MFS® Lifetime 2035 A (LFEAX) Target-Date 2035 1.23 02/16/2018
MFS® Lifetime 2040 A (MLFAX) Target-Date 2040 1.35 02/16/2018
MFS® Lifetime 2045 A (LTMAX) Target-Date 2045 1.39 02/16/2018
MFS® Lifetime 2050 A (MFFSX) Target-Date 2050 1.43 02/16/2018
MFS® Lifetime 2055 A (LFIAX) Target-Date 2055 1.36 02/16/2018
MFS® Lifetime 2060 R4 (MFJUX) Target-Date 2060+ --- 1.35 02/16/2018
MFS® Lifetime Income A (MLLAX) Target-Date Retirement -0.35 02/16/2018
Nuveen Global Infrastructure I (FGIYX) Infrastructure -2.94 02/16/2018
PIMCO Emerging Markets Currency Instl (PLMIX) Multicurrency 3.12 02/16/2018
Principal LargeCap Growth I Instl (PLGIX) Large Growth 6.65 02/16/2018
TIAA-CREF Social Choice Eq Instl (TISCX) Large Blend 2.35 02/16/2018
AllianzGI Technology Institutional (FOUSA00DWD) Technology 8.23 02/15/2018
Columbia Corporate Income Inst (SRINX) Corporate Bond -2.09 02/15/2018
Fidelity® Value Discovery (FVDFX) Large Value 0.66 02/15/2018
Longleaf Partners (LLPFX) Large Blend 1.86 02/15/2018
AllianzGI Convertible Institutional (ANNPX) Convertibles 2.35 02/14/2018
Fidelity® High Income (SPHIX) High Yield Bond 0.28 02/14/2018
JHancock Disciplined Value I (JVLIX) Large Value 1.88 02/14/2018
State Farm LifePath 2020 A (NLWAX) Target-Date 2020 -0.53 02/13/2018
State Farm LifePath 2030 A (NLHAX) Target-Date 2030 0.00 02/13/2018
State Farm LifePath 2040 A (NLOAX) Target-Date 2040 0.34 02/13/2018
State Farm LifePath 2050 A (NLPAX) Target-Date 2050 0.48 02/13/2018
State Farm LifePath Retirement A (NILAX) Target-Date Retirement -0.61 02/13/2018
American Funds New World A (NEWFX) Diversified Emerging Mkts 2.90 02/12/2018
Sequoia (SEQUX) Large Growth 3.53 02/12/2018
Domini Impact Equity Investor (DSEFX) Large Blend -48.59 02/09/2018
Goldman Sachs Growth Opportunities Instl (GGOIX) Mid-Cap Growth 4.37 02/09/2018
Invesco American Value A (MSAVX) Mid-Cap Value 2.51 02/09/2018
LJM Preservation and Growth I (LJMIX) Options-based -81.60 02/09/2018
Vanguard Convertible Securities Inv (VCVSX) Convertibles 0.30 02/09/2018
Vanguard Real Estate Index Admiral (VGSLX) Real Estate -9.15 02/09/2018
American Funds SMALLCAP World A (SMCWX) World Small/Mid Stock 2.54 02/08/2018
Fidelity Advisor® Growth & Income A (FGIRX) Large Blend 0.92 02/08/2018
Fidelity® Growth & Income (FGRIX) Large Blend 1.00 02/08/2018
PIMCO Emerging Local Bond Instl (PELBX) Emerging-Markets Local-Currency Bon 5.35 02/08/2018
Principal High Yield Inst (PHYTX) High Yield Bond -0.60 02/08/2018
American Century Heritage Inv (TWHIX) Mid-Cap Growth 3.20 02/07/2018
Ivy Asset Strategy A (WASAX) World Allocation 3.14 02/07/2018
Thornburg International Value I (TGVIX) Foreign Large Blend 1.94 02/07/2018
Wells Fargo Common Stock A (SCSAX) Mid-Cap Blend 0.83 02/07/2018

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