Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Vanguard Total Bond Market Index Adm (VBTLX) Intermediate-Term Bond 5.68 07/22/2016
Ave Maria Rising Dividend (AVEDX) Large Blend 11.81 07/21/2016
Eaton Vance National Municipal Income A (EANAX) Muni National Long 4.64 07/21/2016
Vanguard Morgan™ Growth Inv (VMRGX) Large Growth 2.69 07/21/2016
Columbia Disciplined Core A (AQEAX) Large Blend 4.06 07/20/2016
Fidelity® Low-Priced Stock (FLPSX) Mid-Cap Value 2.87 07/20/2016
Invesco Comstock A (ACSTX) Large Value 4.53 07/19/2016
Metropolitan West Low Duration Bond M (MWLDX) Short-Term Bond 0.99 07/19/2016
Dreyfus Core Equity A (DLTSX) Large Blend 6.11 07/18/2016
Fidelity Advisor® New Insights A (FNIAX) Large Growth 4.52 07/18/2016
Poplar Forest Partners Institutional (IPFPX) Large Value 10.72 07/18/2016
TIAA-CREF Large-Cap Value Instl (TRLIX) Large Value 9.38 07/15/2016
American Funds Invmt Co of Amer A (AIVSX) Large Blend 10.27 07/14/2016
Fidelity® Contrafund® (FCNTX) Large Growth 2.44 07/14/2016
Goldman Sachs Mid Cap Value Instl (GSMCX) Mid-Cap Value 7.44 07/14/2016
JPMorgan US Equity Instl (JMUEX) Large Blend 4.59 07/14/2016
MFS Research A (MFRFX) Large Blend 7.21 07/14/2016
Vulcan Value Partners (VVPLX) Large Growth 4.50 07/14/2016
WCM Alternatives Event-Driven Instl (WCEIX) Multialternative --- 1.04 07/14/2016
Smead Value I1 (SVFFX) Large Blend --- 07/13/2016
BlackRock Emerging Mkt L/S Eq Investor A (BLSAX) Market Neutral 1.48 07/12/2016
BlackRock Global Long/Short Equity Instl (BDMIX) Market Neutral -8.67 07/12/2016
Metropolitan West High Yield Bond M (MWHYX) High Yield Bond 4.90 07/12/2016
MFS New Discovery A (MNDAX) Small Growth 5.37 07/12/2016
Vanguard Global Minimum Volatility Admr (VMNVX) World Stock --- 8.63 07/12/2016
American Funds Growth Fund of Amer A (AGTHX) Large Growth 3.92 07/11/2016
DoubleLine Total Return Bond I (DBLTX) Intermediate-Term Bond 3.31 07/11/2016
T. Rowe Price Real Estate (TRREX) Real Estate 12.95 07/10/2016
American Funds Capital Income Bldr A (CAIBX) World Allocation 8.90 07/08/2016
BlackRock Latin America Inv A (MDLTX) Latin America Stock 29.33 07/08/2016
Oppenheimer Global Opportunities A (OPGIX) World Stock 3.50 07/08/2016
Oppenheimer International Small-Mid Co A (OSMAX) Foreign Small/Mid Growth 0.35 07/08/2016
TFS Market Neutral (TFSMX) Market Neutral -3.60 07/08/2016
Wasatch Long/Short Investor (FMLSX) Long-Short Equity 12.27 07/08/2016
Matthews India Investor (MINDX) India Equity 4.84 07/07/2016
Vanguard US Growth Inv (VWUSX) Large Growth 1.81 07/07/2016
AllianzGI NFJ Small-Cap Value Instl (PSVIX) Small Value 8.21 07/06/2016
BlackRock Global Long/Short Credit Instl (BGCIX) Long-Short Credit 1.33 07/06/2016
Hartford Equity Income A (HQIAX) Large Value 9.87 07/06/2016
Lazard International Equity Instl (LZIEX) Foreign Large Blend -1.64 07/06/2016
Cohen & Steers Instl Realty Shares (CSRIX) Real Estate 13.45 07/05/2016
Cohen & Steers Realty Shares (CSRSX) Real Estate 13.32 07/05/2016
Hartford Capital Appreciation A (ITHAX) Large Blend 2.13 07/05/2016
MFS Global Equity A (MWEFX) World Stock 5.37 07/05/2016
MFS Value I (MEIIX) Large Value 9.96 07/05/2016
USAA World Growth (USAWX) World Stock 5.36 07/05/2016
Vanguard Large Cap Index Adm (VLCAX) Large Blend 7.40 07/05/2016
Highland Long/Short Equity Z (HEOZX) Long-Short Equity 0.35 07/01/2016
PRIMECAP Odyssey Aggressive Growth (POAGX) Mid-Cap Growth 2.41 06/30/2016
PRIMECAP Odyssey Stock (POSKX) Large Blend 4.74 06/30/2016

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