Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Gabelli ABC Advisor (GADVX) Market Neutral 2.60 12/09/2016
Putnam Fund for Growth & Income A (PGRWX) Large Value 15.00 12/09/2016
Diamond Hill Small Cap I (DHSIX) Small Value 16.24 12/08/2016
Invesco Global Core Equity A (AWSAX) World Stock 7.43 12/08/2016
Neuberger Berman Genesis Inv (NBGNX) Small Growth 20.42 12/08/2016
Osterweis Strategic Income (OSTIX) High Yield Bond 10.50 12/08/2016
Loomis Sayles Core Plus Bond Y (NERYX) Intermediate-Term Bond 7.37 12/07/2016
Dodge & Cox Global Stock (DODWX) World Stock 18.74 12/06/2016
Hennessy Focus Investor (HFCSX) Mid-Cap Growth 7.58 12/06/2016
MFS Growth A (MFEGX) Large Growth 3.11 12/05/2016
Wells Fargo Growth A (SGRAX) Large Growth 1.74 12/05/2016
Diamond Hill Large Cap I (DHLRX) Large Value 15.87 12/01/2016
MFS International Growth A (MGRAX) Foreign Large Growth 1.51 12/01/2016
T. Rowe Price Personal Strat Bal (TRPBX) Allocation--50% to 70% Equity 7.24 12/01/2016
T. Rowe Price Personal Strat Gr (TRSGX) Allocation--70% to 85% Equity 7.65 12/01/2016
T. Rowe Price Personal Strat Inc (PRSIX) Allocation--30% to 50% Equity 6.39 12/01/2016
T. Rowe Price Tax-Free Income Inv (PRTAX) Muni National Long 0.06 12/01/2016
T. Rowe Price Tax-Free High Yield (PRFHX) High Yield Muni 1.13 11/30/2016
T. Rowe Price Tax-Free Shrt-Interm (PRFSX) Muni National Short -0.39 11/30/2016
AB Small Cap Growth A (QUASX) Small Growth 10.27 11/29/2016
Columbia Dividend Opportunity A (INUTX) Large Value 11.94 11/29/2016
Legg Mason BW Global Opportunities Bd I (GOBIX) World Bond 5.95 11/29/2016
Delaware US Growth Instl (DEUIX) Large Growth -4.30 11/28/2016
DFA International Small Company I (DFISX) Foreign Small/Mid Blend 5.70 11/28/2016
Harbor International Institutional (HAINX) Foreign Large Blend -0.12 11/28/2016
Vanguard Small Cap Index Adm (VSMAX) Small Blend 21.00 11/28/2016
Boston Partners All Cap Value Inv (BPAVX) Large Value 16.49 11/23/2016
Columbia Capital Allocation Agrsv A (AXBAX) Allocation--70% to 85% Equity 7.18 11/23/2016
Columbia Capital Allocation Cnsrv A (ABDAX) Allocation--15% to 30% Equity 4.61 11/23/2016
Columbia Capital Allocation Mod Agrsv A (NBIAX) Allocation--50% to 70% Equity 6.78 11/23/2016
Columbia Capital Allocation Mod Cnsrv A (NLGAX) Allocation--30% to 50% Equity 5.13 11/23/2016
Columbia Capital Allocation Moderate A (ABUAX) Allocation--30% to 50% Equity 6.34 11/23/2016
Franklin Biotechnology Discovery A (FBDIX) Health -15.35 11/23/2016
Franklin Equity Income A (FISEX) Large Value 11.45 11/23/2016
Matthews Korea Investor (MAKOX) Miscellaneous Region -3.10 11/23/2016
Oppenheimer Discovery A (OPOCX) Small Growth 7.73 11/23/2016
T. Rowe Price Summit Municipal Intm (PRSMX) Muni National Interm -0.23 11/23/2016
Vanguard 500 Index Admiral (VFIAX) Large Blend 12.17 11/23/2016
Vanguard Mid Cap Index Adm (VIMAX) Mid-Cap Blend 13.67 11/23/2016
AllianzGI Income & Growth A (AZNAX) Allocation--30% to 50% Equity 9.70 11/22/2016
AMG Yacktman Focused S (YAFFX) Large Blend 11.73 11/22/2016
AMG Yacktman I (YACKX) Large Blend 11.55 11/22/2016
Columbia Global Technology Growth Z (CMTFX) Technology 13.91 11/22/2016
Dodge & Cox Income (DODIX) Intermediate-Term Bond 5.25 11/22/2016
Fidelity Advisor® Balanced T (FAIGX) Allocation--50% to 70% Equity 7.17 11/22/2016
Fidelity Asset Manager® 20% (FASIX) Allocation--15% to 30% Equity 4.72 11/22/2016
Fidelity Asset Manager® 30% (FTANX) Allocation--30% to 50% Equity 5.61 11/22/2016
Fidelity Asset Manager® 40% (FFANX) Allocation--30% to 50% Equity 6.14 11/22/2016
Fidelity Asset Manager® 50% (FASMX) Allocation--50% to 70% Equity 6.68 11/22/2016
Fidelity Asset Manager® 60% (FSANX) Allocation--50% to 70% Equity 7.10 11/22/2016

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