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Fund Changes

Fund Changes
First Quarter 2015

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

Portfolio Manager Changes
Fund Portfolio Manager Change
AMG GW&K Core Bond (MBDFX) Kane
Fidelity Sel Comm Equip (FSDCX) Anderson
Fidelity Sel Retailing (FSRPX) Friedman
Fidelity Sel Software (FSCSX) Khan
PIMCO Unconstrain Bd D (PUBDX) Fahmi/Ivascyn/Seidner
T. Rowe Price Intl Stk (PRITX) Clattenburg
T. Rowe Price Latin Amer (PRLAX) Wachnitz
T. Rowe Price New Asia (PRASX) Lu
Vanguard IntTm Treas Inv (VFITX) Wright-Casparius
Vanguard LongTm US Try Inv (VUSTX) Wright-Casparius
Vanguard ShtTm Fed Inv (VSGBX) Quigley
Vanguard Sht-Tm Trs Inv (VFISX) Wright-Casparius

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Fund Closings/Reopenings
Name Closings/Reopenings
Dodge & Cox Intl Stk (DODFX) Closed to new investors
Dreyfus Short Duration Bond Z (DSIGX) Closed to new investors
Parnassus Small-Cap (PARSX) Closed to new investors
Vanguard Convertible Sec Inv (VCVSX) Closed to new investors
Wasatch Heritage Grth (WAHGX) Closed to new investors

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Fund No Longer Followed
Name Reason Eliminated
AmCent One Choice 2015 Inv (ARFIX) Merged into AmCent One Choice In Retirement (ARTOX)
Driehaus Intl Discovery (DRIDX) Merged into Driehaus Int’l Small Cap Growth Fund (DRIOX)
Rainier Bal Orig (RIMBX) Liquidated on March 27, 2015

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Name Changes
Fund Name Changed to
AllianceBern Con Growth Adv (WPSGX) AB Concentrated Growth Adv (WPSGX)
AMG Managers Bond Service (MGFIX) AMB Mgrs Bond Service (MGFIX)
AMG Managers Brandywine (BRWIX) AMB Mgrs Brandywine (BRWIX)
AMG Managers Brandywine Adv Mid Cap Gr (BWAFX) AMB Mgrs Brandywine Adv Mid Cap Gr (BWAFX)
AMG Managers Brandywine Blue (BLUEX) AMB Mgrs Brandywine Blue (BLUEX)
AMG Managers Emerging Opps Svc (MMCFX) AMB Mgrs Emerging Opps Svc (MMCFX)
AMG Managers Global Inc Opp (MGGBX) AMB Mgrs Global Inc Opp (MGGBX)
AMG Managers Interm Dur Gov (MGIDX) AMB Mgrs Interm Dur Gov (MGIDX)
AMG Managers Short Dur Govt (MGSDX) AMB Mgrs Short Dur Govt (MGSDX)
AMG Managers Skyline Special Eq (SKSEX) AMB Mgrs Skyline Special Eq (SKSEX)
AMG Managers Special Equity Service (MGSEX) AMB Mgrs Special Equity Service (MGSEX)
AMG Managers Total Return Bond (MBDFX) AMG GW&K Core Bond (MBDFX)
Hennessy Gas Utility Idx Inv (GASFX) Hennessy Gas Utility Inv (GASFX)
Hodges (HDPMX) Hodges Retail (HDPMX)
Schwab MarketTrack All Eq Inv (SWEGX) Schwab MarketTrack All Eq (SWEGX)
Schwab MarketTrack Bal Inv (SWBGX) Schwab MarketTrack Bal (SWBGX)
Schwab MarketTrack Cons Inv (SWCGX) Schwab MarketTrack Cons (SWCGX)
Schwab MarketTrack Grth Inv (SWHGX) Schwab MarketTrack Grth (SWHGX)
Value Line (VLIFX) Value Line Focused (VLIFX)
Value Line Larger Cos (VALLX) Value Line Larger Cos Focused (VALLX)
WF Adv Lg Com Va Inv (SDVIX) WF Adv Lg Co Va Inv (SDVIX)
Robeco WPG Sm/Micro Cp Val (WPGTX) WPG Sm/Micro Cap Val (WPGTX)

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Category Changes
Fund Old Category New Category
Leuthold Select Indust (LSLTX) Large Cap Mid Cap

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