Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
AQR Momentum L (AMOMX) Large Growth 0.24 04/23/2014
AQR Small Cap Momentum L (ASMOX) Small Growth -2.19 04/23/2014
CBRE Clarion Long/Short Instl (CLSIX) Long/Short Equity --- 3.94 04/23/2014
ClearBridge Aggressive Growth A (SHRAX) Large Growth 5.35 04/23/2014
Eaton Vance Atlanta Capital SMID-Cap A (EAASX) Mid-Cap Growth -2.83 04/23/2014
PRIMECAP Odyssey Growth (POGRX) Large Growth 1.99 04/23/2014
PRIMECAP Odyssey Stock (POSKX) Large Blend 3.21 04/23/2014
Vanguard GNMA Adm (VFIJX) Intermediate Government 2.62 04/23/2014
Virtus Foreign Opportunities A (JVIAX) Foreign Large Growth 4.72 04/23/2014
Columbia Marsico Focused Equities A (NFEAX) Large Growth -2.05 04/22/2014
Conestoga Small Cap (CCASX) Small Growth -8.43 04/22/2014
Fidelity Advisor® New Insights A (FNIAX) Large Growth 1.69 04/22/2014
Harbor Unconstrained Bond Instl (HAUBX) Nontraditional Bond 1.33 04/22/2014
Janus Short-Term Bond T (JASBX) Short-Term Bond 0.79 04/22/2014
Waddell & Reed New Concepts A (UNECX) Mid-Cap Growth -0.86 04/22/2014
Wasatch Emerging Markets Small Cap (WAEMX) Diversified Emerging Mkts -1.13 04/22/2014
ClearBridge Mid Cap Core A (SBMAX) Mid-Cap Blend 1.13 04/21/2014
Columbia Marsico Growth A (NMGIX) Large Growth -2.02 04/21/2014
Fidelity® Contrafund® (FCNTX) Large Growth -0.60 04/21/2014
Hatteras Alpha Hedged Strategies Instl (ALPIX) Multialternative --- 0.25 04/21/2014
Ivy Mid Cap Growth I (IYMIX) Mid-Cap Growth -0.58 04/21/2014
Marsico Focus (MFOCX) Large Growth -1.86 04/21/2014
Marsico Growth (MGRIX) Large Growth -2.13 04/21/2014
PIMCO Floating Income Instl (PFIIX) Nontraditional Bond 1.88 04/21/2014
PIMCO Low Duration Instl (PTLDX) Short-Term Bond 0.61 04/21/2014
PIMCO StocksPLUS Instl (PSTKX) Large Blend 2.81 04/21/2014
Vanguard Capital Opportunity Inv (VHCOX) Large Growth 3.68 04/21/2014
Harbor Commodity Real Return ST Instl (HACMX) Commodities Broad Basket 10.47 04/17/2014
Ivy Large Cap Growth A (WLGAX) Large Growth -0.91 04/17/2014
Janus Contrarian T (JSVAX) Large Blend 4.40 04/17/2014
Merger (MERFX) Market Neutral 0.75 04/17/2014
Parnassus Equity Income - Inv (PRBLX) Large Blend 2.41 04/17/2014
PIMCO EqS® Long/Short Institutional (PMHIX) Long/Short Equity --- -0.92 04/17/2014
PIMCO RealRetirement 2015 Institutional (PTNIX) Target Date 2011-2015 --- 2.21 04/17/2014
PIMCO RealRetirement 2020 Instl (PRWIX) Target Date 2016-2020 1.95 04/17/2014
PIMCO RealRetirement 2025 Institutional (PENTX) Target Date 2021-2025 --- 2.35 04/17/2014
PIMCO RealRetirement 2030 Instl (PRLIX) Target Date 2026-2030 2.33 04/17/2014
PIMCO RealRetirement 2035 Institutional (PIVIX) Target Date 2031-2035 --- 2.13 04/17/2014
PIMCO RealRetirement 2040 Instl (PROIX) Target Date 2036-2040 2.21 04/17/2014
PIMCO RealRetirement 2045 Institutional (PFZIX) Target Date 2041-2045 --- 2.22 04/17/2014
PIMCO RealRetirement 2050 Instl (PRMIX) Target Date 2046-2050 2.31 04/17/2014
PIMCO RealRetirement Inc&Distrbtn Instl (PRIEX) Retirement Income 2.43 04/17/2014
PIMCO Unconstrained Bond Inst (PFIUX) Nontraditional Bond 1.41 04/17/2014
Schooner A (SCNAX) Long/Short Equity 0.82 04/17/2014
T. Rowe Price Capital Appreciation (PRWCX) Moderate Allocation 3.43 04/17/2014
Virtus Global Opportunities A (NWWOX) World Stock 1.80 04/17/2014
Fidelity® Four-in-One Index (FFNOX) Aggressive Allocation 1.84 04/16/2014
PIMCO Commodity Real Ret Strat Instl (PCRIX) Commodities Broad Basket 10.75 04/16/2014
PIMCO Real Return Instl (PRRIX) Inflation-Protected Bond 3.55 04/16/2014
Vanguard PRIMECAP Core Inv (VPCCX) Large Growth 4.48 04/16/2014

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