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Fund Changes

Fund Changes
Fourth Quarter 2013

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

Portfolio Manager Changes
Fund Portfolio Manager Change
Dreyfus Short Duration Bond Z (DSIGX) Bowser/Horsfall
Fidelity Disciplined Eq (FDEQX) Devereaux
Fidelity Dividend Grth (FDGFX) Persaud
Fidelity Europe Cap App (FECAX) Hogan/Lindblad
Fidelity Pacific Basin (FPBFX) Dance
Laudus US Large Cap Gr (LGILX) Kemp
PIMCO Unconstrain Bd D (PUBDX) Gross
T. Rowe Price Japan (PRJPX) Ciganer
T. Rowe Price New Era (PRNEX) Driscoll
Turner Small Cap Grth (TSCEX) Schrotberger
Vanguard Prec Mtls Mining Inv (VGPMX) Somel
William Blair Intl Gr N (WBIGX) Fennell/Urbina

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Fund Closings/Reopenings
Name Closings/Reopenings
AmCent Mid Cap Value Inv (ACMVX) Closed to new investors
AQR Diversified Arbitrage N (ADANX) Closed to new investors
Aston/Fairpointe Mid Cap N (CHTTX) Closed to new investors
BMO Sm-Cp Gr Y (MRSCX) Closed to new investors
Brown Capital Mgmt Sm Co Inv (BCSIX) Closed to new investors
Buffalo Emerging Opp (BUFOX) Closed to new investors
CRM Mid Cap Value Inv (CRMMX) Reopened to new investors
Matthews Pacific Tiger Inv (MAPTX) Closed to new investors
Oakmark Intl I (OAKIX) Closed to new investors
T. Rowe Price New Horiz (PRNHX) Closed to new investors
T. Rowe Price Sm Stk (OTCFX) Closed to new investors
Vanguard Cap Opprt Inv (VHCOX) Closed to new investors
Vanguard Dev Mkts Idx Inv (VDMIX) Closed to new investors
Vanguard Grth Equity Inv (VGEQX) Closed to new investors
Vanguard Mgd Pyt Dis Foc Inv (VPDFX) Closed to new investors
Vanguard Mgd Pyt Gr Foc Inv (VPGFX) Closed to new investors
Vanguard Wellington Inv (VWELX) Closed to new investors
Vulcan Value Partners Small Cap (VVPSX) Closed to new investors
Yacktman Focused Svc (YAFFX) Closed to new investors
Yacktman Svc (YACKX) Closed to new investors

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Fund No Longer Followed
Name Reason Eliminated
AmCent Vista Inv (TWCVX) Merged into American Century Heritage (TWHIX)
COUNTRY Grth Y (CTYGX) Liquidated on October 31, 2013
Leuthold Asset Allocation Retl (LAALX) Merged into Leuthold Core Investment (LCORX)
Managers CA Interm Tax-Fr (MCATX) Liquidated on November 18, 2013

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Name Changes
Fund Name Changed to
Dreyfus Shrt-Interm Govt Dreyfus Short Duration Bond Z
Fidelity Adv CA Muni Inc Fidelity California Muni Inc
Fidelity Adv Ltd Term Muni Inc Fidelity Ltd Term Muni Inc
FMI Focus Broadview Opportunity
Laudus Gr Inv US Lg Cp Gr Laudus US Large Cap Gr
Old Westbury Glb Opprt Old Westbury Strategic Opprt
Old Westbury Glb Sm & Mid Old Westbury Sm & Mid
Stratton Small-Cap Value Stratton Small Cap Value

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