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Fund Changes

Fund Changes
Fourth Quarter 2014

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

Portfolio Manager Changes
Fund Portfolio Manager Change
AmCent Sm Cap Val Inv (ASVIX) John/Lewis 
Fidelity Blue Chip Value (FBCVX) Gavin
Fidelity Nordic (FNORX) Lindblad
Janus Global Research T (JAWWX) Barnard/Jordan/Kelley/Lovell
Janus Research T (JAMRX) Barnard/Jordan/Kelley/Lovell
New Covenant Bal Gr (NCBGX) McIntire
New Covenant Bal Inc (NCBIX) Treftz
T. Rowe Price Cap Opprt (PRCOX) Holcomb/Polun/Veiel

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Fund Closings/Reopenings
Name Closings/Reopenings
Driehaus Intl Discovery (DRIDX) Closed to new investors
Oakmark Global I (OAKGX) Closed to new investors
Oakmark Intl Small Cap I (OAKEX) Closed to new investors

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Fund No Longer Followed
Name Reason Eliminated
Northern Large Cap Grth (NOEQX) Merged into Northern Large Cap Core Fund (NOLCX) on 12/5/14

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Name Changes
Fund Name Changed to
T. Rowe Price Rtmt Inc (TRRIX) T. Rowe Price Rtmt Bal (TRRIX)

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Category Changes
Fund Old Category New Category
AmCent Veedot Inv (AMVIX) Mid-Cap Stock Large-Cap Stock
Dreyfus Muni Bond (DRTAX) Long-Term Muni Bond Intermediate-Term Muni-Bond
ICON Emerging Markets S (ICARX) Regional/Country Stock Emerging Stock
Kinetics Internet (WWWFX) Mid-Cap Stock Technology Sector
Kinetics Paradigm (WWNPX) Global Stock Mid-Cap Stock
Meridian Grth Legacy (MERDX) Mid-Cap Stock Small-Cap Stock
Northern Inc Equity (NOIEX) Convertible Bond Large-Cap Stock
Pin Oak Equity (POGSX) Mid-Cap Stock Large-Cap Stock
Royce Value Svc (RYVFX) Mid-Cap Stock Small-Cap Stock
Schneider Value (SCMLX) Mid-Cap Stock Large-Cap Stock
Value Line Core Bd (VAGIX) Corporate High-Yield Bond Intermediate-Term General Bond

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