Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
LKCM Small Cap Equity Instl (LKSCX) Small Growth 1.06 01/19/2017
Touchstone Sustainability & Imp Eq A (TEQAX) World Stock 2.58 01/19/2017
Vanguard US Value Inv (VUVLX) Large Value 1.04 01/19/2017
Goldman Sachs Multi-Manager Alts Instl (GSMMX) Multialternative 0.19 01/18/2017
Invesco Balanced-Risk Allc A (ABRZX) Tactical Allocation 1.90 01/18/2017
PIMCO CommoditiesPLUS® Strategy Instl (PCLIX) Commodities Broad Basket 1.24 01/18/2017
TIAA-CREF Mid-Cap Value Instl (TIMVX) Mid-Cap Value 0.96 01/18/2017
American Beacon Small Cp Val Inst (AVFIX) Small Value 0.66 01/17/2017
Eagle Mid Cap Growth I (HAGIX) Mid-Cap Growth 2.50 01/17/2017
Eaton Vance Income Fund of Boston I (EIBIX) High Yield Bond 0.93 01/17/2017
Dodge & Cox Balanced (DODBX) Allocation--50% to 70% Equity 1.52 01/13/2017
PIMCO Unconstrained Bond Inst (PFIUX) Nontraditional Bond 0.43 01/13/2017
T. Rowe Price Short-Term Bond (PRWBX) Short-Term Bond 0.06 01/13/2017
TCW Emerging Markets Income I (TGEIX) Emerging Markets Bond 1.48 01/13/2017
AQR Managed Futures Strategy I (AQMIX) Managed Futures 0.97 01/12/2017
Boston Partners Long/Short Rsrch Instl (BPIRX) Long-Short Equity 1.17 01/12/2017
JHancock Global Absolute Ret Strats A (JHAAX) Multialternative -0.10 01/12/2017
Oakmark International Investor (OAKIX) Foreign Large Blend 4.14 01/12/2017
T. Rowe Price New Asia (PRASX) Pacific/Asia ex-Japan Stk 4.87 01/12/2017
DFA US Large Cap Value I (DFLVX) Large Value 1.20 01/11/2017
JPMorgan US Equity L (JMUEX) Large Blend 2.19 01/11/2017
JPMorgan Value Advantage L (JVAIX) Large Value 0.90 01/11/2017
Vanguard Market Neutral I (VMNIX) Market Neutral -0.65 01/11/2017
Pioneer A (PIODX) Large Blend 1.87 01/10/2017
Royce Special Equity Invmt (RYSEX) Small Value -1.32 01/10/2017
T. Rowe Price Mid-Cap Value (TRMCX) Mid-Cap Value 1.38 01/10/2017
Aberdeen Emerging Markets Instl (ABEMX) Diversified Emerging Mkts 2.39 01/09/2017
American Beacon Lg Cap Value Inst (AADEX) Large Value 1.48 01/09/2017
Janus Aspen Balanced Instl (JABLX) Allocation--50% to 70% Equity 1.88 01/09/2017
Janus Balanced T (JABAX) Allocation--50% to 70% Equity 1.88 01/09/2017
LKCM Equity Instl (LKEQX) Large Growth 1.83 01/09/2017
Pioneer Equity Income A (PEQIX) Large Value 1.10 01/09/2017
Pioneer Strategic Income Y (STRYX) Multisector Bond 0.70 01/09/2017
RidgeWorth Seix Floating Rate Hi Inc I (SAMBX) Bank Loan 0.42 01/09/2017
LoCorr Market Trend I (LOTIX) Managed Futures --- 0.84 01/06/2017
PRIMECAP Odyssey Aggressive Growth (POAGX) Mid-Cap Growth 3.56 01/06/2017
PRIMECAP Odyssey Growth (POGRX) Large Growth 3.63 01/06/2017
PRIMECAP Odyssey Stock (POSKX) Large Blend 2.20 01/06/2017
Vanguard Capital Opportunity Inv (VHCOX) Large Growth 3.14 01/06/2017
Vanguard PRIMECAP Core Inv (VPCCX) Large Growth 2.52 01/06/2017
Vanguard PRIMECAP Inv (VPMCX) Large Growth 2.60 01/06/2017
Eaton Vance Atlanta Capital SMID-Cap A (EAASX) Mid-Cap Growth 0.87 01/05/2017
Franklin Income A (FKINX) Allocation--30% to 50% Equity 1.30 01/05/2017
Gotham Absolute Return Institutional (GARIX) Long-Short Equity 0.08 01/05/2017
American Funds Capital World Bond A (CWBFX) World Bond 0.58 01/04/2017
Columbia Acorn Z (ACRNX) Mid-Cap Growth 2.22 01/04/2017
Janus High-Yield T (JAHYX) High Yield Bond 1.04 01/04/2017
Thornburg Investment Income Builder I (TIBIX) World Allocation 2.04 01/04/2017
Vanguard Short-Term Federal Adm (VSGDX) Short Government 0.13 01/04/2017
Vanguard Shrt-Term Infl-Prot Sec Idx Adm (VTAPX) Inflation-Protected Bond 0.16 01/04/2017

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