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Fund Changes

Fund Changes
Second Quarter 2014

Portfolio Manager Changes
Name Changes Fund No Longer Followed
Fund Closing/Reopenings

Portfolio Manager Changes
Fund Portfolio Manager Change
Fidelity Global Strat (FDYSX) Calderon/Sharpe
Fidelity Spar Intm Bd Ix Inv (FIBIX) Bembenek/Bettencourt
Fidelity Spar L-T Tr Bd Ix Inv (FLBIX) Bembenek/Bettencourt
Fidelity Spar S-T Tr Bd Ix Inv (FSBIX) Bembenek/Bettencourt
Fidelity Spartan US Bd Idx Inv (FBIDX) Bembenek/Bettencourt
Value Line Larger Cos (VALLX) Starke
Vanguard Total Bd Idx Inv (VBMFX) Barrickman

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Fund Closings/Reopenings
Name Closings/Reopenings
WF Adv Discovery Inv (STDIX) Closed to new investors

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Fund No Longer Followed
Name Reason Eliminated
Fidelity Ultra-Short Bd (FUSFX) Liquidated June 13, 2014
Manning & Napier Life Sci (EXLSX) Liquidated May 31, 2014
T. Rowe Price Sum GNMA (PRSUX) Merged into T. Rowe Price GNMA Fund
Vanguard Dev Mkts Idx Inv (VDMIX) Merged into Vannguard Tax-Managed International Fund

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Name Changes
Fund Name Changed to
Brandywine (BRWIX) AMG Managers Brandywine (BRWIX)
Brandywine Adv Midcap Gr (BWAFX) AMG Managers Brandywine Adv Mid 
Brandywine Blue (BLUEX) AMG Managers Brandywine Blue 
Fidelity Advisor Stk Sel Sm Cap (FDSCX) Fidelity Stk Sel Sm Cap (FDSCX)
Fidelity Advisor Value Strategies (FSLSX) Fidelity Value Strategies (FSLSX)
ICON Asia-Pacific Reg S (ICARX) ICON Emerging Markets S (ICARX)
ING Corporate Leaders B (LEXCX) Voya Corp Leaders Trust B (LEXCX)
Managers Bond Service (MGFIX) AMG Managers Bond Service (MGFIX)
Managers Fremont Global Instl (MMAFX) AMG FQ Global Risk-Balanced Instl (MMAFX)
Managers Frontier SmCp Gr Svc (MSSCX) AMG Frontier SmCp Gr Svc (MSSCX)
Managers Global Inc Opp (MGGBX) AMG Managers Global Inc Opp (MGGBX) 
Managers Interm Dur Gov (MGIDX) AMG Managers Interm Dur Gov (MGIDX) 
Managers Micro-Cap Svc (MMCFX) AMG Managers Emerging Opps Svc (MMCFX)
Managers PIMCO Bond (MBDFX) AMG Managers Total Return Bond (MBDFX) 
Managers Short Dur Govt (MGSDX) AMG Managers Short Dur Govt (MGSDX)
Managers Special Equity Service  AMG Managers Special Equity Service 
Parnassus Equity Inc Inv (PRBLX) Parnassus Core Equity Inv (PRBLX)
Skyline Special Eq (SKSEX) AMG Managers Skyline Special Eq (SKSEX)
TCW Relative Value Dividend N (TGIGX) TCW Relative Value Div Apprec N (TGIGX)
Vanguard Tax-Mgd Intl Adm (VTMGX) Vanguard Dev Mrkts Idx Adm (VTMGX)
Yacktman Focused Svc (YAFFX) AMG Yacktman Focused Svc (YAFFX)
Yacktman Service Cl (YACKX) AMG Yacktman Service (YACKX)

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