Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
American Century Diversified Bond I (ACBPX) Intermediate-Term Bond 1.38 02/15/2019
Diamond Hill Small Cap I (DHSIX) Small Value 15.26 02/15/2019
Jensen Quality Growth J (JENSX) Large Growth 10.61 02/15/2019
Putnam Multi-Asset Absolute Return Y (PDMYX) Multialternative 4.66 02/15/2019
Royce Opportunity Invmt (RYPNX) Small Value 20.36 02/15/2019
T. Rowe Price Inst Intl Concntr Eq (RPICX) Foreign Large Blend 6.96 02/15/2019
T. Rowe Price Intl Concntr Eq (PRCNX) Foreign Large Blend 7.01 02/15/2019
Fidelity® Large Cap Stock K6 (FCLKX) Large Blend --- 12.91 02/14/2019
Goldman Sachs Absolute Ret Trckr A (GARTX) Multialternative 3.85 02/14/2019
Hartford Schroders US S/M-Cap Opps I (SMDIX) Mid-Cap Blend 13.60 02/14/2019
Hartford Schroders US Small Cap Opps I (SCUIX) Small Blend 14.87 02/14/2019
T. Rowe Price Global Technology (PRGTX) Technology 18.85 02/14/2019
T. Rowe Price New Horizons (PRNHX) Mid-Cap Growth 16.35 02/14/2019
Vanguard Real Estate Index Admiral (VGSLX) Real Estate 14.04 02/14/2019
American Funds Fundamental Invs A (ANCFX) Large Blend 10.63 02/13/2019
Ashmore Emerging Mkts Frontier Eq Instl (EFEIX) Diversified Emerging Mkts --- 02/13/2019
Fidelity Advisor® Equity Value I (FAIVX) Large Value 9.77 02/13/2019
Fidelity® Value Discovery (FVDFX) Large Value 9.74 02/13/2019
Fidelity® Value Discovery K6 (FDVKX) Large Value --- 9.77 02/13/2019
AllianzGI Technology Institutional (DRGTX) Technology 15.85 02/12/2019
BlackRock National Municipal Instl (MANLX) Muni National Interm 0.90 02/12/2019
Harding Loevner Global Equity Inst (HLMVX) World Large Stock 11.00 02/12/2019
MassMutual Select TRP Retirement 2005 I (MMFBX) Target-Date 2000-2010 --- --- 02/12/2019
MassMutual Select TRP Retirement 2010 I (MMXBX) Target-Date 2000-2010 --- --- 02/12/2019
MassMutual Select TRP Retirement 2015 I (MMFHX) Target-Date 2015 --- --- 02/12/2019
MassMutual Select TRP Retirement 2020 I (MMTWX) Target-Date 2020 --- --- 02/12/2019
MassMutual Select TRP Retirement 2025 I (MMTFX) Target-Date 2025 --- --- 02/12/2019
MassMutual Select TRP Retirement 2030 I (MMTRX) Target-Date 2030 --- --- 02/12/2019
MassMutual Select TRP Retirement 2035 I (MMTJX) Target-Date 2035 --- --- 02/12/2019
MassMutual Select TRP Retirement 2040 I (MMFOX) Target-Date 2040 --- --- 02/12/2019
MassMutual Select TRP Retirement 2045 I (MMFTX) Target-Date 2045 --- --- 02/12/2019
MassMutual Select TRP Retirement 2050 I (MMDDX) Target-Date 2050 --- --- 02/12/2019
MassMutual Select TRP Retirement 2055 I (MMDJX) Target-Date 2055 --- --- 02/12/2019
MassMutual Select TRP Retirement 2060 I (MMSKX) Target-Date 2060+ --- --- 02/12/2019
MFS Lifetime 2020 A (MFLAX) Target-Date 2020 4.90 02/12/2019
Voya High Yield Bond I (IHYIX) High Yield Bond 5.64 02/12/2019
AllianzGI Convertible Institutional (ANNPX) Convertibles 10.36 02/11/2019
Columbia Corporate Income Inst (SRINX) Corporate Bond 3.24 02/11/2019
Columbia Floating Rate Inst (CFRZX) Bank Loan 3.07 02/11/2019
Columbia High Yield Bond A (INEAX) High Yield Bond 5.89 02/11/2019
Fidelity Advisor® Capital Development O (FDETX) Large Blend 12.88 02/11/2019
Fidelity Advisor® Large Cap I (FALIX) Large Blend 13.00 02/11/2019
Fidelity® Large Cap Stock (FLCSX) Large Blend 12.97 02/11/2019
Oppenheimer Global Allocation A (QVGIX) World Allocation 6.08 02/11/2019
Principal LargeCap Growth I Instl (PLGIX) Large Growth 13.90 02/11/2019
USAA International (USIFX) Foreign Large Blend 8.61 02/11/2019
Fairholme (FAIRX) Large Value 12.35 02/08/2019
Fidelity Advisor® Consumer Discret A (FCNAX) Consumer Cyclical 11.14 02/08/2019
Fidelity® Select Consumer Discret Port (FSCPX) Consumer Cyclical 11.19 02/08/2019
JHancock Disciplined Value I (JVLIX) Large Value 10.83 02/08/2019

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