Fund Analyst Reports

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Fund Name Category Star Rating YTD
Return %
Date
Fidelity® Puritan® (FPURX) Allocation--50% to 70% Equity 4.93 08/29/2016
Nuveen All-American Municipal Bond I (FAARX) Muni National Long 6.05 08/29/2016
USAA Income (USAIX) Intermediate-Term Bond 8.68 08/29/2016
T. Rowe Price Dividend Growth (PRDGX) Large Blend 10.09 08/26/2016
Vanguard International Growth Inv (VWIGX) Foreign Large Growth 6.16 08/25/2016
Oppenheimer Main Street Mid Cap A (OPMSX) Mid-Cap Blend 9.86 08/24/2016
Wells Fargo Discovery A (WFDAX) Mid-Cap Growth 5.08 08/24/2016
Wells Fargo Enterprise A (SENAX) Mid-Cap Growth 4.83 08/24/2016
FPA New Income (FPNIX) Nontraditional Bond 1.97 08/23/2016
Vanguard International Value Inv (VTRIX) Foreign Large Value 4.28 08/23/2016
Perkins Mid Cap Value T (JMCVX) Mid-Cap Value 12.29 08/22/2016
Perkins Small Cap Value T (JSCVX) Small Value 14.34 08/22/2016
Tweedy, Browne Value (TWEBX) World Stock 5.65 08/22/2016
USAA Short-Term Bond Institutional (UISBX) Short-Term Bond 3.19 08/22/2016
Loomis Sayles Strategic Income Y (NEZYX) Multisector Bond 8.70 08/19/2016
Vanguard Tax-Managed Balanced Adm (VTMFX) Allocation--30% to 50% Equity 6.07 08/19/2016
Fidelity® Four-in-One Index (FFNOX) Allocation--70% to 85% Equity 6.32 08/18/2016
Hussman Strategic Growth (HSGFX) Market Neutral -5.87 08/18/2016
Litman Gregory Masters Intl Instl (MSILX) Foreign Large Blend -5.77 08/18/2016
Lord Abbett Fundamental Equity A (LDFVX) Large Value 8.33 08/18/2016
Perkins Global Value T (JGVAX) World Stock 4.00 08/18/2016
Vanguard Growth Index Adm (VIGAX) Large Growth 6.47 08/18/2016
Vanguard Value Index Adm (VVIAX) Large Value 9.44 08/18/2016
Vanguard Growth & Income Inv (VQNPX) Large Blend 7.97 08/17/2016
Wells Fargo International Equity A (WFEAX) Foreign Large Blend 1.37 08/17/2016
Franklin Founding Funds Allocation A (FFALX) Allocation--70% to 85% Equity 7.82 08/16/2016
American Century Large Company Val Inv (ALVIX) Large Value 9.17 08/15/2016
DFA US Small Cap Value I (DFSVX) Small Value 10.70 08/15/2016
Lord Abbett Value Opportunities A (LVOAX) Mid-Cap Blend 10.76 08/15/2016
Thornburg Limited Term Income Instl (THIIX) Short-Term Bond 4.07 08/15/2016
TIAA-CREF Lifecycle Retire Inc Instl (TLRIX) Target-Date Retirement 6.20 08/15/2016
JHancock US Global Leaders Growth A (USGLX) Large Growth 5.48 08/12/2016
SunAmerica Focused Dividend Strategy A (FDSAX) Large Value 12.95 08/12/2016
American Funds New Economy A (ANEFX) Large Growth 2.17 08/11/2016
Oakmark Global I (OAKGX) World Stock -2.99 08/11/2016
PIMCO RAE Fundamental AdvantagePLUS Inst (PFATX) Market Neutral 3.45 08/11/2016
PIMCO RAE Worldwide Fdmtl AdvtgPLUS Inst (PWWIX) Market Neutral 3.69 08/11/2016
Franklin Conservative Allocation A (FTCIX) Allocation--30% to 50% Equity 4.01 08/10/2016
Franklin Growth Allocation A (FGTIX) Allocation--70% to 85% Equity 5.15 08/10/2016
Franklin Moderate Allocation A (FMTIX) Allocation--50% to 70% Equity 4.67 08/10/2016
Oakmark International I (OAKIX) Foreign Large Blend -0.09 08/10/2016
PIMCO Mortgage Opportunities Instl (PMZIX) Nontraditional Bond 3.83 08/10/2016
TIAA-CREF Lifecycle 2010 Instl (TCTIX) Target-Date 2000-2010 6.21 08/10/2016
TIAA-CREF Lifecycle 2015 Instl (TCNIX) Target-Date 2015 6.20 08/10/2016
TIAA-CREF Lifecycle 2020 Instl (TCWIX) Target-Date 2020 6.31 08/10/2016
TIAA-CREF Lifecycle 2025 Instl (TCYIX) Target-Date 2025 6.30 08/10/2016
TIAA-CREF Lifecycle 2030 Instl (TCRIX) Target-Date 2030 6.24 08/10/2016
TIAA-CREF Lifecycle 2035 Instl (TCIIX) Target-Date 2035 6.12 08/10/2016
TIAA-CREF Lifecycle 2040 Instl (TCOIX) Target-Date 2040 6.11 08/10/2016
TIAA-CREF Lifecycle 2045 Instl (TTFIX) Target-Date 2045 6.16 08/10/2016

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