Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
American Funds Fundamental Invs A (ANCFX) Large Blend 1.98 02/24/2017
BlackRock National Municipal Instl (MANLX) Muni National Interm 0.87 02/24/2017
Goldman Sachs Absolute Ret Trckr A (GARTX) Multialternative 0.67 02/24/2017
Hartford Capital Appreciation A (ITHAX) Large Blend 3.26 02/24/2017
Neuberger Berman High Income Bond Instl (NHILX) High Yield Bond 1.04 02/24/2017
TIAA-CREF Bond Plus Inst (TIBFX) Intermediate-Term Bond 0.60 02/24/2017
Wells Fargo Dow Jones Target 2010 R6 (WFOAX) Target-Date 2000-2010 0.65 02/24/2017
Wells Fargo Dow Jones Target 2015 R6 (WFSCX) Target-Date 2015 0.90 02/24/2017
Wells Fargo Dow Jones Target 2020 R6 (WFOBX) Target-Date 2020 1.08 02/24/2017
Wells Fargo Dow Jones Target 2025 R6 (WFTYX) Target-Date 2025 1.37 02/24/2017
Wells Fargo Dow Jones Target 2030 R6 (WFOOX) Target-Date 2030 1.66 02/24/2017
Wells Fargo Dow Jones Target 2035 R6 (WFQRX) Target-Date 2035 1.85 02/24/2017
Wells Fargo Dow Jones Target 2040 R6 (WFOSX) Target-Date 2040 2.17 02/24/2017
Wells Fargo Dow Jones Target 2045 R6 (WFQPX) Target-Date 2045 2.29 02/24/2017
Wells Fargo Dow Jones Target 2050 R6 (WFQFX) Target-Date 2050 2.30 02/24/2017
Wells Fargo Dow Jones Target 2055 R6 (WFQUX) Target-Date 2055 2.35 02/24/2017
Wells Fargo Dow Jones Target 2060 R6 (WFUFX) Target-Date 2060+ --- 2.43 02/24/2017
Wells Fargo Dow Jones Target Today R6 (WOTDX) Target-Date Retirement 0.66 02/24/2017
BlackRock Inflation Protected Bond Instl (BPRIX) Inflation-Protected Bond 0.75 02/23/2017
Fidelity® Value Discovery (FVDFX) Large Value 1.59 02/23/2017
William Blair Macro Allocation I (WMCIX) Multialternative 0.18 02/23/2017
BlackRock Equity Dividend Instl (MADVX) Large Value 0.89 02/22/2017
ClearBridge Small Cap Growth A (SASMX) Small Growth 4.15 02/22/2017
JHancock Disciplined Value I (JVLIX) Large Value 1.19 02/22/2017
PIMCO Emerging Markets Currency Instl (PLMIX) Multicurrency 1.04 02/22/2017
Putnam Absolute Return 500 A (PJMDX) Multialternative 1.11 02/22/2017
Putnam Absolute Return 700 Y (PDMYX) Multialternative 1.31 02/22/2017
T. Rowe Price Small-Cap Value (PRSVX) Small Blend 0.09 02/22/2017
TIAA-CREF Social Choice Eq Instl (TISCX) Large Blend 1.70 02/22/2017
AllianzGI Convertible Institutional (ANNPX) Convertibles 1.67 02/21/2017
AllianzGI Technology Institutional (DRGTX) Technology 4.49 02/21/2017
American Funds SMALLCAP World A (SMCWX) World Stock 3.11 02/21/2017
Fidelity® High Income (SPHIX) High Yield Bond 1.08 02/21/2017
Goldman Sachs Growth Opportunities Instl (GGOIX) Mid-Cap Growth 3.39 02/21/2017
Invesco American Value A (MSAVX) Mid-Cap Value 1.29 02/21/2017
DFA Real Estate Securities I (DFREX) Real Estate 0.09 02/17/2017
Vanguard Consumer Staples Index Admiral (VCSAX) Consumer Defensive -0.41 02/17/2017
Vanguard Industrials Index Admiral (VINAX) Industrials 1.57 02/17/2017
Vanguard Information Technology Idx Adm (VITAX) Technology 3.34 02/17/2017
American Funds Dvlpg Wld Gr&Inc A (DWGAX) Diversified Emerging Mkts --- 2.77 02/16/2017
Fidelity Advisor® Growth & Income A (FGIRX) Large Blend 1.77 02/16/2017
Fidelity® Growth & Income (FGRIX) Large Blend 1.76 02/16/2017
State Farm LifePath 2020 A (NLWAX) Target-Date 2020 1.16 02/16/2017
State Farm LifePath 2030 A (NLHAX) Target-Date 2030 1.58 02/16/2017
State Farm LifePath 2040 A (NLOAX) Target-Date 2040 1.91 02/16/2017
State Farm LifePath 2050 A (NLPAX) Target-Date 2050 2.00 02/16/2017
State Farm LifePath Retirement A (NILAX) Target-Date Retirement 0.98 02/16/2017
Vanguard Convertible Securities Inv (VCVSX) Convertibles 1.49 02/16/2017
Domini Impact Equity Investor (DSEFX) Large Blend 1.89 02/15/2017
Thornburg International Value I (TGVIX) Foreign Large Growth 2.41 02/15/2017

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