Fund Changes

Fund Changes
First Quarter 2016

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

Portfolio Manager Changes
Fund Portfolio Manager Change
Aston/TAMRO Sm Cp N (ATASX) Craigen/Miller
Fidelity Sel Hlthcare Svcs (FSHCX) Segalini/Yoon
Janus Overseas T (JAOSX) Maris 
Vanguard Eur Stk Idx Inv (VEURX) Franquin/Hales
Vanguard FTSE AWexUS Idx I (VFWIX) Franquin/Hales
Vanguard Hi Div Yld Idx Inv (VHDYX) Coleman/O’Reilly
Vanguard NJ Lg-Tm T/E Inv (VNJTX) Ferguson
Vanguard Pac Stk Idx Inv (VPACX) Miller/Perre
Vanguard Sht-Tm TE Inv (VWSTX) Schwartz
Westcore MIDCO Gr Ret (WTMGX) Juran
Westcore Select Ret (WTSLX) Juran

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Fund Closings/Reopenings
Name Closings/Reopenings
Aston/Fairpointe MidCap N (CHTTX) Reopened to new investors
Buffalo Emerging Opp (BUFOX) Reopened to new investors
Buffalo Small Cap (BUFSX) Reopened to new investors
Walthausen SmCp Value (WSCVX) Reopened to new investors

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Fund No Longer Followed
Name Reason Eliminated
Merk Asian Currency Inv (MEAFX) Liquidated February 29, 2016

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Miscellaneous Changes
Fund Change
Conestoga Small Cap Inv (CCASX) Imposed a 0.25% 12b-1 fee

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Name Changes
Fund Name Changed to
Heartland Select Value (HRSVX) Heartland Select Value Inv (HRSVX)
Heartland Value (HRTVX) Heartland Value Inv (HRTVX)
Heartland Value Plus (HRVIX) Heartland Value Plus Inv (HRVIX)
ICON Materials S (ICBMX) ICON Nat Resources S (ICBMX)
Parnassus Endeavor (PARWX) Parnassus Endeavor Inv (PARWX)
Pax World Bal Inv (PAXWX) Pax Bal Individual Inv (PAXWX)
Pax World High Yld Bd Inv (PAXHX) Pax High Yld Bd Ind Inv (PAXHX)
Permanent Port (PRPFX) Permanent Port N (PRPFX)
T. Rowe Price Div Sm Gr (PRDSX) T. Rowe Price US SmCp Gr Eq (PRDSX)
US Glb Inv China Reg (USCOX) US Glb Inv China Reg Inv (USCOX)
Wasatch Intl Gr (WAIGX) Wasatch Intl Gr Inv (WAIGX)
Wasatch SmCp Grth (WAAEX) Wasatch SmCp Grth Inv (WAAEX)

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