Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
AB Global Bond A (ANAGX) World Bond 0.59 03/23/2017
AQR Multi-Strategy Alternative I (ASAIX) Multialternative 1.05 03/23/2017
Hartford MidCap A (HFMCX) Mid-Cap Growth 4.93 03/23/2017
JHancock Strategic Income Opps I (JIPIX) Multisector Bond 1.07 03/23/2017
Neuberger Berman Multi-Cap Opp Inst (NMULX) Large Blend 7.48 03/23/2017
Principal LifeTime 2010 Institutional (PTTIX) Target-Date 2000-2010 2.74 03/23/2017
Principal LifeTime 2015 Institutional (LTINX) Target-Date 2015 3.33 03/23/2017
Principal LifeTime 2020 Institutional (PLWIX) Target-Date 2020 3.59 03/23/2017
Principal LifeTime 2025 Institutional (LTSTX) Target-Date 2025 4.08 03/23/2017
Principal LifeTime 2030 Institutional (PMTIX) Target-Date 2030 4.32 03/23/2017
Principal LifeTime 2035 Institutional (LTIUX) Target-Date 2035 4.62 03/23/2017
Principal LifeTime 2040 Institutional (PTDIX) Target-Date 2040 4.86 03/23/2017
Principal LifeTime 2045 Institutional (LTRIX) Target-Date 2045 4.97 03/23/2017
Principal LifeTime 2050 Institutional (PPLIX) Target-Date 2050 5.19 03/23/2017
Principal LifeTime 2055 Institutional (LTFIX) Target-Date 2055 5.31 03/23/2017
Principal LifeTime 2060 Institutional (PLTZX) Target-Date 2060+ 5.30 03/23/2017
Principal LifeTime Strategic Inc Instl (PLSIX) Target-Date Retirement 2.10 03/23/2017
T. Rowe Price Global Technology (PRGTX) Technology 15.96 03/23/2017
T. Rowe Price Health Sciences (PRHSX) Health 9.72 03/23/2017
Vanguard Health Care Inv (VGHCX) Health 9.70 03/23/2017
Virtus Foreign Opportunities I (JVXIX) Foreign Large Growth 11.35 03/23/2017
BlackRock Low Duration Bond Instl (BFMSX) Short-Term Bond 0.67 03/22/2017
Lord Abbett Floating Rate A (LFRAX) Bank Loan 0.82 03/22/2017
Manning & Napier World Opportunities A (EXWAX) Foreign Large Blend 7.64 03/22/2017
Nuveen Strategic Income I (FCBYX) Multisector Bond 1.11 03/22/2017
Arbitrage Event-Driven I (AEDNX) Market Neutral 0.33 03/21/2017
Arbitrage R (ARBFX) Market Neutral 0.62 03/21/2017
BlackRock Strategic Income Opps Instl (BSIIX) Nontraditional Bond 1.27 03/21/2017
Fidelity® Value Strategies (FSLSX) Large Value 4.64 03/21/2017
Schwab Small Cap Index (SWSSX) Small Blend 0.00 03/21/2017
Cardinal Small Cap Value Institutional (CCMSX) Small Blend --- -0.26 03/20/2017
Causeway Emerging Markets Investor (CEMVX) Diversified Emerging Mkts 15.03 03/20/2017
ClearBridge Appreciation A (SHAPX) Large Blend 5.01 03/20/2017
Hotchkis & Wiley Small Cap Value I (HWSIX) Small Value -2.32 03/20/2017
Lord Abbett High Yield A (LHYAX) High Yield Bond 1.88 03/20/2017
Vanguard Explorer Inv (VEXPX) Small Growth 4.05 03/20/2017
ClearBridge Dividend Strategy A (SOPAX) Large Blend 4.15 03/17/2017
Fidelity® China Region (FHKCX) China Region 15.64 03/17/2017
Fidelity® International Growth (FIGFX) Foreign Large Growth 9.30 03/17/2017
Janus Triton T (JATTX) Small Growth 5.42 03/17/2017
Janus Venture T (JAVTX) Small Growth 4.97 03/17/2017
T. Rowe Price Value (TRVLX) Large Value 4.49 03/17/2017
Fidelity® Inflation-Protected Bond (FINPX) Inflation-Protected Bond 0.87 03/16/2017
FMI Common Stock (FMIMX) Mid-Cap Blend 1.76 03/16/2017
Vanguard Mid-Cap Growth Index Admiral (VMGMX) Mid-Cap Growth 6.01 03/16/2017
DFA International Core Equity I (DFIEX) Foreign Large Value 7.03 03/15/2017
DFA International Small Cap Value I (DISVX) Foreign Small/Mid Value 7.41 03/15/2017
DFA International Value I (DFIVX) Foreign Large Value 5.61 03/15/2017
IQ Hedge Multi-Strategy Plus I (IQHIX) Multialternative 1.14 03/15/2017
Janus Contrarian T (JSVAX) Mid-Cap Blend 1.44 03/15/2017

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