Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
AllianzGI Global Small-Cap Institutional (DGSCX) World Small/Mid Stock 11.59 06/23/2017
Ave Maria Growth (AVEGX) Mid-Cap Growth 11.80 06/23/2017
Invesco Intermediate Term Muni Inc A (VKLMX) Muni National Interm 3.67 06/23/2017
JPMorgan Growth And Income A (VGRIX) Large Value 3.83 06/23/2017
Lord Abbett Growth Leaders F (LGLFX) Large Growth 18.03 06/23/2017
Prudential Balanced Z (PABFX) Allocation--50% to 70% Equity 6.26 06/23/2017
Templeton Emerging Markets Small Cap Adv (TEMZX) Diversified Emerging Mkts 20.16 06/23/2017
Tocqueville International Value (TIVFX) Foreign Large Blend 14.83 06/23/2017
Vanguard Windsor™ Inv (VWNDX) Large Value 8.51 06/23/2017
BlackRock Global Allocation Instl (MALOX) World Allocation 7.93 06/22/2017
Dreyfus Equity Income A (DQIAX) Large Value 6.96 06/22/2017
Eaton Vance Floating-Rate & Hi Inc Inst (EIFHX) Bank Loan 2.65 06/22/2017
First Eagle US Value A (FEVAX) Large Blend 4.94 06/22/2017
GMO Benchmark-Free Allocation III (GBMFX) World Allocation 7.48 06/22/2017
GMO Global Asset Allocation III (GMWAX) World Allocation 8.76 06/22/2017
Matthews India Investor (MINDX) India Equity 21.91 06/22/2017
PIMCO Diversified Inc Instl (PDIIX) Multisector Bond 6.07 06/22/2017
T. Rowe Price Blue Chip Growth (TRBCX) Large Growth 21.44 06/22/2017
Touchstone Flexible Income Instl (TFSLX) Intermediate-Term Bond 5.11 06/22/2017
Vanguard CA Interm-Term Tax-Exempt Inv (VCAIX) Muni California Intermediate 3.98 06/22/2017
Vanguard CA Long-Term Tax-Exempt Inv (VCITX) Muni California Long 4.61 06/22/2017
Vanguard High-Yield Tax-Exempt Adm (VWALX) Muni National Interm 4.75 06/22/2017
Vanguard Interm-Term Tx-Ex Adm (VWIUX) Muni National Interm 3.72 06/22/2017
Vanguard Long-Term Tax-Exempt Adm (VWLUX) Muni National Long 4.35 06/22/2017
Vanguard Ltd-Term Tx-Ex (VMLTX) Muni National Short 2.13 06/22/2017
Vanguard NY Long-Term Tax-Exempt Inv (VNYTX) Muni New York Intermediate 4.20 06/22/2017
Victory Munder Mid-Cap Core Growth A (MGOAX) Mid-Cap Growth 11.76 06/22/2017
Wells Fargo Absolute Return Admin (WARDX) World Allocation 7.05 06/22/2017
Wells Fargo Asset Allocation A (EAAFX) World Allocation 8.35 06/22/2017
Diamond Hill Corporate Credit I (DHSTX) High Yield Bond 4.91 06/21/2017
Goldman Sachs Emerging Mkt Debt Instl (GSDIX) Emerging Markets Bond 6.59 06/21/2017
Oakmark Equity And Income Investor (OAKBX) Allocation--50% to 70% Equity 4.73 06/21/2017
Prudential Short-Term Corporate Bd Z (PIFZX) Short-Term Bond 1.83 06/21/2017
Voya Floating Rate I (IFRIX) Bank Loan 1.09 06/21/2017
Highland Long/Short Equity Z (HEOZX) Long-Short Equity 6.93 06/20/2017
Lord Abbett Developing Growth A (LAGWX) Small Growth 15.04 06/20/2017
Matthews Japan Investor (MJFOX) Japan Stock 16.46 06/20/2017
Metropolitan West High Yield Bond M (MWHYX) High Yield Bond 3.84 06/20/2017
Vanguard Long-Term Investment-Grade Inv (VWESX) Corporate Bond 7.59 06/20/2017
Vanguard Mega Cap Index Institutional (VMCTX) Large Blend 10.33 06/20/2017
American Century One Choice 2020 I (ARBSX) Target-Date 2020 5.94 06/19/2017
American Century One Choice 2020 R6 (ARBDX) Target-Date 2020 5.90 06/19/2017
American Century One Choice 2025 I (ARWFX) Target-Date 2025 6.59 06/19/2017
American Century One Choice 2025 R6 (ARWDX) Target-Date 2025 6.65 06/19/2017
American Century One Choice 2030 I (ARCSX) Target-Date 2030 7.13 06/19/2017
American Century One Choice 2030 R6 (ARCUX) Target-Date 2030 7.26 06/19/2017
American Century One Choice 2035 I (ARLIX) Target-Date 2035 7.74 06/19/2017
American Century One Choice 2035 R6 (ARLDX) Target-Date 2035 7.65 06/19/2017
American Century One Choice 2040 I (ARDSX) Target-Date 2040 8.30 06/19/2017
American Century One Choice 2040 R6 (ARDUX) Target-Date 2040 8.34 06/19/2017

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