Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
AllianzGI NFJ International Value Instl (ANJIX) Foreign Large Value 1.72 03/31/2015
Fidelity Freedom® 2005 (FFFVX) Target Date 2000-2010 2.34 03/31/2015
Fidelity Freedom® 2010 (FFFCX) Target Date 2000-2010 2.66 03/31/2015
Fidelity Freedom® 2015 (FFVFX) Target Date 2011-2015 2.85 03/31/2015
Fidelity Freedom® 2020 (FFFDX) Target Date 2016-2020 3.13 03/31/2015
Fidelity Freedom® 2025 (FFTWX) Target Date 2021-2025 3.35 03/31/2015
Fidelity Freedom® 2030 (FFFEX) Target Date 2026-2030 3.72 03/31/2015
Fidelity Freedom® 2035 (FFTHX) Target Date 2031-2035 3.92 03/31/2015
Fidelity Freedom® 2040 (FFFFX) Target Date 2036-2040 3.96 03/31/2015
Fidelity Freedom® 2050 (FFFHX) Target Date 2046-2050 3.88 03/31/2015
Fidelity Freedom® 2055 (FDEEX) Target Date 2051+ 3.17 03/31/2015
Fidelity Freedom® 2060 (FDKVX) Target Date 2051+ --- 3.85 03/31/2015
Fidelity Freedom® Income (FFFAX) Retirement Income 1.76 03/31/2015
Fidelity® Equity Dividend Income (FEQTX) Large Value 0.73 03/31/2015
Litman Gregory Master Alt Strats Instl (MASFX) Multialternative 2.19 03/31/2015
MFS® Global Alternative Strategy I (DVRIX) Multialternative 3.60 03/31/2015
UBS Dynamic Alpha A (BNAAX) Multialternative 2.67 03/31/2015
Amana Growth Investor (AMAGX) Large Growth 2.28 03/30/2015
American Funds New Perspective A (ANWPX) World Stock 5.76 03/30/2015
Arbitrage R (ARBFX) Market Neutral 1.02 03/30/2015
Fidelity Freedom® 2045 (FFFGX) Target Date 2041-2045 3.90 03/30/2015
Columbia Select Large Cap Growth Z (UMLGX) Large Growth 6.84 03/27/2015
DFA International Value I (DFIVX) Foreign Large Value 5.72 03/27/2015
FMI Common Stock (FMIMX) Mid-Cap Blend 2.76 03/27/2015
Principal LifeTime 2010 Instl (PTTIX) Target Date 2000-2010 2.38 03/27/2015
Principal LifeTime 2015 Instl (LTINX) Target Date 2011-2015 2.52 03/27/2015
Principal LifeTime 2020 Instl (PLWIX) Target Date 2016-2020 2.76 03/27/2015
Principal LifeTime 2025 Instl (LTSTX) Target Date 2021-2025 3.15 03/27/2015
Principal LifeTime 2030 Instl (PMTIX) Target Date 2026-2030 3.29 03/27/2015
Principal LifeTime 2035 Instl (LTIUX) Target Date 2031-2035 3.33 03/27/2015
Principal LifeTime 2040 Instl (PTDIX) Target Date 2036-2040 3.46 03/27/2015
Principal LifeTime 2050 Instl (PPLIX) Target Date 2046-2050 3.63 03/27/2015
Principal LifeTime 2055 Instl (LTFIX) Target Date 2051+ 3.61 03/27/2015
Principal LifeTime 2060 Institutional (PLTZX) Target Date 2051+ --- 2.81 03/27/2015
Principal LifeTime Strategic Inc Instl (PLSIX) Retirement Income 2.00 03/27/2015
T. Rowe Price Equity Income (PRFDX) Large Value -0.48 03/27/2015
BlackRock LifePath 2020 K (LPSCX) Target Date 2016-2020 2.43 03/26/2015
BlackRock LifePath 2025 K (LPBKX) Target Date 2021-2025 2.74 03/26/2015
BlackRock LifePath 2030 K (LPSDX) Target Date 2026-2030 2.99 03/26/2015
BlackRock LifePath 2035 K (LPJKX) Target Date 2031-2035 3.24 03/26/2015
BlackRock LifePath 2040 K (LPSFX) Target Date 2036-2040 3.41 03/26/2015
BlackRock LifePath 2045 K (LPHKX) Target Date 2041-2045 3.53 03/26/2015
BlackRock LifePath 2050 K (LPSGX) Target Date 2046-2050 3.56 03/26/2015
BlackRock LifePath 2055 K (LPVKX) Target Date 2051+ 3.52 03/26/2015
BlackRock LifePath Retirement K (LPSAX) Retirement Income 2.08 03/26/2015
DFA International Core Equity I (DFIEX) Foreign Large Value 5.30 03/26/2015
Fidelity Advisor Freedom 2005® A (FFAVX) Target Date 2000-2010 2.02 03/26/2015
Fidelity Advisor Freedom 2010® A (FACFX) Target Date 2000-2010 2.33 03/26/2015
Fidelity Advisor Freedom 2015® A (FFVAX) Target Date 2011-2015 2.57 03/26/2015
Fidelity Advisor Freedom 2020® A (FDAFX) Target Date 2016-2020 2.66 03/26/2015

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