Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
American Funds Bond Fund of Amer A (ABNDX) Intermediate-Term Bond -1.06 12/14/2018
DFA International Value I (DFIVX) Foreign Large Value -15.77 12/14/2018
JHancock Balanced A (SVBAX) Allocation--50% to 70% Equity -3.21 12/14/2018
Pioneer Bond Y (PICYX) Intermediate-Term Bond -1.08 12/14/2018
Principal MidCap Institutional (PCBIX) Mid-Cap Growth -3.97 12/14/2018
AMG River Road Dividend All Cap Value I (ARIDX) Large Value -3.53 12/13/2018
DFA International Core Equity I (DFIEX) Foreign Large Blend -16.13 12/13/2018
iShares MSCI EAFE Intl Idx Instl (MAIIX) Foreign Large Blend -15.83 12/13/2018
MFS® Utilities A (MMUFX) Utilities 5.00 12/13/2018
Schwab International Index (SWISX) Foreign Large Blend -12.12 12/13/2018
Vanguard Convertible Securities Inv (VCVSX) Convertibles -1.08 12/13/2018
Vanguard Short-Term Federal Adm (VSGDX) Short Government 0.78 12/13/2018
AQR Alternative Risk Premia I (QRPIX) Multialternative --- --- 12/12/2018
DFA Real Estate Securities I (DFREX) Real Estate 3.53 12/12/2018
Fidelity® International Index (FSPSX) Foreign Large Blend -14.36 12/12/2018
Goldman Sachs Multi-Manager Alts Instl (GSMMX) Multialternative -3.30 12/12/2018
Matthews India Investor (MINDX) India Equity -13.71 12/12/2018
American Century Mid Cap Value Inv (ACMVX) Mid-Cap Value -8.97 12/11/2018
AQR Risk Parity I (AQRIX) Tactical Allocation -6.62 12/11/2018
BlackRock Total Return K (MPHQX) Intermediate-Term Bond -1.52 12/11/2018
Clipper (CFIMX) Large Blend -9.82 12/11/2018
Davis NY Venture A (NYVTX) Large Blend -10.21 12/11/2018
Fidelity Advisor® Technology A (FADTX) Technology -4.41 12/11/2018
Fidelity® Select Technology (FSPTX) Technology -5.46 12/11/2018
JPMorgan Small Cap Core R5 (VSSCX) Small Blend -7.77 12/11/2018
Salient Select Income Institutional (KIFYX) Preferred Stock -5.89 12/11/2018
Selected American Shares D (SLADX) Large Blend -10.63 12/11/2018
Third Avenue Real Estate Value Instl (TAREX) Global Real Estate -16.28 12/11/2018
Vanguard Global ex-US Real Est Idx Adm (VGRLX) Global Real Estate -7.91 12/11/2018
American Funds Cnsrv Gr & Inc A (INPAX) Allocation--50% to 70% Equity -2.23 12/10/2018
AQR Managed Futures Strategy I (AQMIX) Managed Futures -8.99 12/10/2018
Guggenheim Macro Opportunities Instl (GIOIX) Nontraditional Bond 0.92 12/10/2018
Thornburg Global Opportunities I (THOIX) World Large Stock -18.29 12/10/2018
TIAA-CREF Large-Cap Value Instl (TRLIX) Large Value -10.92 12/10/2018
Touchstone Flexible Income Instl (TFSLX) Multisector Bond -1.15 12/10/2018
Vanguard Energy Inv (VGENX) Equity Energy -12.73 12/10/2018
Voya International Index Port I (IIIIX) Foreign Large Blend -12.49 12/10/2018
Vanguard Balanced Index Adm (VBIAX) Allocation--50% to 70% Equity -1.15 12/09/2018
American Funds Moderate Gr & Inc A (BLPAX) Allocation--50% to 70% Equity -3.48 12/07/2018
Berwyn Income (BERIX) Allocation--15% to 30% Equity -0.42 12/07/2018
Boston Partners Global Equity Instl (BPGIX) World Large Stock -11.20 12/07/2018
Ivy Energy I (IVEIX) Equity Energy -29.11 12/07/2018
Janus Henderson Flexible Bond D (JANFX) Intermediate-Term Bond -1.50 12/07/2018
Vanguard Mid Cap Growth Inv (VMGRX) Mid-Cap Growth -0.83 12/07/2018
Voya MidCap Opportunities A (NMCAX) Mid-Cap Growth -4.88 12/07/2018
Voya MidCap Opportunities Port S (ISMOX) Mid-Cap Growth -4.55 12/07/2018
Western Asset Core Bond I (WATFX) Intermediate-Term Bond -1.26 12/07/2018
Western Asset Mortgage Backed Sec I (SGSYX) Intermediate-Term Bond 1.25 12/07/2018
AllianzGI NFJ International Value Instl (ANJIX) Foreign Large Value -14.27 12/06/2018
American Beacon AHL Mgd Futs Strat A (AHLAX) Managed Futures -0.10 12/06/2018

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