Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
AllianzGI NFJ Dividend Value A (PNEAX) Large Value 5.32 05/27/2016
Fidelity® New Markets Income (FNMIX) Emerging Markets Bond 6.96 05/27/2016
MainStay High Yield Corporate Bond I (MHYIX) High Yield Bond 6.80 05/27/2016
PIMCO Diversified Inc Instl (PDIIX) Multisector Bond 5.27 05/27/2016
T. Rowe Price Growth Stock (PRGFX) Large Growth -3.76 05/27/2016
American Funds New World A (NEWFX) Diversified Emerging Mkts 1.12 05/26/2016
IVA International A (IVIOX) Foreign Small/Mid Blend -0.13 05/26/2016
AMG Managers Skyline Special Equities (SKSEX) Small Blend 3.39 05/25/2016
BlackRock Multi-Asset Income Instl (BIICX) Tactical Allocation 2.69 05/25/2016
Fidelity® Small Cap Value (FCPVX) Small Value 6.81 05/25/2016
Franklin Rising Dividends A (FRDPX) Large Blend 7.69 05/25/2016
Janus Forty S (JARTX) Large Growth 0.85 05/25/2016
Wells Fargo Asset Allocation A (EAAFX) World Allocation 1.93 05/25/2016
Mairs & Power Growth Inv (MPGFX) Large Blend 10.53 05/24/2016
Meridian Growth Legacy (MERDX) Small Growth 5.38 05/24/2016
Meridian Small Cap Growth Investor (MISGX) Small Growth --- 2.58 05/24/2016
Lord Abbett Emerging Markets Currency I (LDMYX) Multicurrency 3.34 05/23/2016
Neuberger Berman Socially Rspns Inv (NBSRX) Large Growth 2.72 05/23/2016
T. Rowe Price Equity Income (PRFDX) Large Value 6.55 05/23/2016
FMI International (FMIJX) Foreign Large Blend 3.58 05/20/2016
Franklin CA Tax-Free Income A (FKTFX) Muni California Long 3.43 05/20/2016
JHancock Alternative Asset Allc I (JAAIX) Multialternative 1.47 05/20/2016
JPMorgan Core Bond Select (WOBDX) Intermediate-Term Bond 3.07 05/20/2016
PIMCO All Asset All Authority Inst (PAUIX) Tactical Allocation 6.48 05/20/2016
Vanguard Target Retirement 2060 Inv (VTTSX) Target-Date 2060+ 2.68 05/20/2016
AMG Yacktman Focused Service (YAFFX) Large Blend 4.81 05/19/2016
DFA US Core Equity 1 I (DFEOX) Large Blend 3.80 05/19/2016
DFA US Core Equity 2 I (DFQTX) Mid-Cap Blend 3.97 05/19/2016
Harding Loevner International Eq Instl (HLMIX) Foreign Large Growth 2.57 05/19/2016
Morgan Stanley Inst Mid Cap Growth I (MPEGX) Mid-Cap Growth -9.10 05/19/2016
PIMCO All Asset Instl (PAAIX) Tactical Allocation 6.09 05/19/2016
PIMCO EqS® Long/Short Institutional (PMHIX) Long-Short Equity 0.51 05/19/2016
PIMCO Total Return Instl (PTTRX) Intermediate-Term Bond 2.50 05/19/2016
Vanguard Target Retirement 2010 Inv (VTENX) Target-Date 2000-2010 3.05 05/19/2016
Vanguard Target Retirement 2015 Inv (VTXVX) Target-Date 2015 3.09 05/19/2016
Vanguard Target Retirement 2020 Inv (VTWNX) Target-Date 2020 3.13 05/19/2016
Vanguard Target Retirement 2025 Inv (VTTVX) Target-Date 2025 3.07 05/19/2016
Vanguard Target Retirement 2030 Inv (VTHRX) Target-Date 2030 2.96 05/19/2016
Vanguard Target Retirement 2035 Inv (VTTHX) Target-Date 2035 2.79 05/19/2016
Vanguard Target Retirement 2040 Inv (VFORX) Target-Date 2040 2.74 05/19/2016
Vanguard Target Retirement 2045 Inv (VTIVX) Target-Date 2045 2.70 05/19/2016
Vanguard Target Retirement 2050 Inv (VFIFX) Target-Date 2050 2.70 05/19/2016
Vanguard Target Retirement 2055 Inv (VFFVX) Target-Date 2055 2.69 05/19/2016
Vanguard Target Retirement Income Inv (VTINX) Target-Date Retirement 3.15 05/19/2016
Weitz Value Investor (WVALX) Large Blend 1.04 05/19/2016
Western Asset Core Plus Bond I (WACPX) Intermediate-Term Bond 3.35 05/19/2016
AQR Diversified Arbitrage I (ADAIX) Market Neutral 0.43 05/18/2016
Ariel International Investor (AINTX) Foreign Large Value 0.80 05/18/2016
Invesco Diversified Dividend A (LCEAX) Large Value 6.98 05/18/2016
Morgan Stanley Inst Small Co Gr I (MSSGX) Small Growth -4.87 05/18/2016

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