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Risk-Adjusted Return 2018

Risk-Adjusted Return 2018 Excel Download Full Screen View
All data through December 31, 2018
Category Name (Ticker) Risk-Adjusted
Return		 Annual
Standard
Deviation
(%)		 Total Risk Category
Risk
Index
(X)		 Low
Category
Risk		 Arithmetic Average
Annual Return		 Compound Average
Annual Return		 Beta
(X)		 R-Squared
(%)
Annual
Return
(%)		 Percentile
Rank
(%)		 Index
(X)		 Percentile
Rank
(%)		 Average
Return
(%)		 Percentile
Rank
(%)		 Average
Return
(%)		 Percentile
Rank
(%)
0101-Stk-LC Large-Cap Stock Category Average 7.6 77 12.2 1.14 59 1.00 8.5 77 8.0 78 1.04 0.00
0101-Stk-LC AB Concentrated Gr Adv (WPSGX) 8.9 86 11.9 1.11 57 0.98 9.8 86 9.5 87 1.01 0.85
0101-Stk-LC Akre Focus Retail (AKREX) 14.0 96 10.5 0.98 40 0.86 Low Cat Risk 13.8 96 14.1 98 0.88 0.85
0101-Stk-LC Al Frank Inv (VALUX) 7.1 75 12.7 1.19 64 1.04 8.3 75 7.7 75 1.10 0.88
0101-Stk-LC Amana Growth Inv (AMAGX) 11.9 95 11.2 1.05 48 0.92 12.4 95 12.4 96 0.96 0.88
0101-Stk-LC Amana Income Inv (AMANX) 7.9 76 11.4 1.07 52 0.93 8.4 76 8.0 78 0.94 0.81
0101-Stk-LC AmCent All Cap Grth Inv (TWGTX) 7.0 74 12.7 1.19 64 1.04 8.2 74 7.6 74 1.08 0.87
0101-Stk-LC AmCent Capital Val Inv (ACTIX) 5.8 55 11.7 1.09 55 0.96 6.2 55 5.7 57 0.99 0.86
0101-Stk-LC AmCent Core Eq Plus Inv (ACPVX) 6.9 65 11.3 1.06 50 0.93 7.2 65 6.7 66 1.00 0.94
0101-Stk-LC AmCent Disciplined Gr Inv (ADSIX) 8.2 81 12.2 1.14 59 1.00 9.2 81 8.8 82 1.06 0.89
0101-Stk-LC AmCent Equity Grth Inv (BEQGX) 7.7 75 11.5 1.07 52 0.94 8.3 75 7.8 76 1.04 0.97
0101-Stk-LC AmCent Equity Inc Inv (TWEIX) 11.2 79 8.3 0.78 31 0.68 Low Cat Risk 9.0 79 8.9 83 0.69 0.80
0101-Stk-LC AmCent Focusd Dynam Gr Inv (ACFOX) 11.4 97 14.3 1.34 77 1.17 15.0 97 14.8 98 1.16 0.79
0101-Stk-LC AmCent Grth Inv (TWCGX) 9.1 88 12.5 1.17 62 1.02 10.4 88 10.0 90 1.06 0.86
0101-Stk-LC AmCent Inc & Grth Inv (BIGRX) 8.4 78 11.2 1.05 48 0.92 8.8 78 8.4 80 1.02 0.97
0101-Stk-LC AmCent Large Co Val Inv (ALVIX) 5.8 55 11.6 1.08 54 0.95 6.2 55 5.6 55 0.98 0.85
0101-Stk-LC AmCent NT Discipl Gr Inv (ANTDX) 8.2 81 12.2 1.14 59 1.00 9.2 81 8.8 82 1.06 0.89
0101-Stk-LC AmCent One Choice: Vr Agg Inv (AOVIX) 6.2 57 11.0 1.03 46 0.90 6.4 57 5.8 58 1.68 0.93
0101-Stk-LC AmCent Select Inv (TWCIX) 8.8 86 12.1 1.13 59 0.99 9.8 86 9.4 87 1.05 0.90
0101-Stk-LC AmCent Sus Equity Inv (AFDIX) 8.7 83 11.7 1.09 55 0.96 9.4 83 9.0 84 1.05 0.97
0101-Stk-LC AmCent Ultra Inv (TWCUX) 10.0 93 12.8 1.20 65 1.05 11.8 93 11.4 94 1.09 0.86
0101-Stk-LC AmCent Value Inv (TWVLX) 5.9 55 11.4 1.07 52 0.93 6.2 55 5.7 57 0.94 0.81
0101-Stk-LC AmCent Veedot Inv (AMVIX) 8.8 84 11.7 1.09 55 0.96 9.6 84 9.2 86 1.04 0.93
0101-Stk-LC Amer Beacon Brdgwy Lg Cp Gr Inv (BLYPX) 6.9 75 13.2 1.23 68 1.08 8.3 75 0.0 1.13 0.87
0101-Stk-LC Amer Beacon Brgwy LC Val Instl (BRLVX) 5.5 52 11.6 1.08 54 0.95 5.9 52 5.3 51 1.01 0.89
0101-Stk-LC Amer Beacon Brgwy LC Val Inv (BWLIX) 5.2 48 11.6 1.08 54 0.95 5.5 48 4.9 47 1.01 0.89
0101-Stk-LC Amer Beacon LC Val Inv (AAGPX) 5.6 57 12.8 1.20 65 1.05 6.5 57 5.7 57 1.08 0.86
0101-Stk-LC AMF Large Cap Equity (IICAX) 9.7 81 10.1 0.94 38 0.83 Low Cat Risk 9.2 81 9.0 84 0.87 0.89
0101-Stk-LC AMG Mgrs Brandywine Blue I (BLUEX) 7.5 83 13.8 1.29 73 1.13 9.4 83 8.7 82 1.10 0.76
0101-Stk-LC AMG Yacktman Focused N (YAFFX) 14.7 90 7.7 0.72 30 0.63 Low Cat Risk 10.9 90 11.1 93 0.51 0.53
0101-Stk-LC AMG Yacktman I (YACKX) 15.4 88 6.9 0.64 27 0.57 Low Cat Risk 10.3 88 10.5 91 0.52 0.69
0101-Stk-LC AMG/Montag & Cald Gr N (MCGFX) 6.3 55 10.2 0.95 39 0.84 Low Cat Risk 6.1 55 5.6 55 0.86 0.85
0101-Stk-LC AMG/Riv Div All Cap Val N (ARDEX) 6.7 61 10.8 1.01 43 0.89 Low Cat Risk 6.8 61 6.4 63 0.89 0.81
0101-Stk-LC Ariel Focus Inv (ARFFX) 5.6 67 14.9 1.39 81 1.22 7.4 67 6.4 63 1.24 0.82
0101-Stk-LC Artisan Thematic Investor (ARTTX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0101-Stk-LC Artisan Value Inv (ARTLX) 7.1 79 14.1 1.32 76 1.16 9.0 79 8.3 79 1.14 0.79
0101-Stk-LC Auxier Focus Inv (AUXFX) 7.4 61 9.7 0.91 36 0.80 Low Cat Risk 6.8 61 6.5 64 0.84 0.90
0101-Stk-LC Ave Maria Rising Dividend (AVEDX) 8.3 79 11.7 1.09 55 0.96 9.0 79 8.6 81 1.00 0.87
0101-Stk-LC Baron Fifth Ave Gr Ret (BFTHX) 8.9 94 15.3 1.43 84 1.25 12.2 94 11.6 95 1.15 0.67
0101-Stk-LC Baron Opportunity Ret (BIOPX) 9.3 96 16.4 1.53 90 1.34 13.7 96 13.0 97 1.22 0.66
0101-Stk-LC BBH Core Select N (BBTEX) 6.9 59 10.1 0.94 38 0.83 Low Cat Risk 6.6 59 6.2 61 0.85 0.85
0101-Stk-LC Beck Mack & Oliver Prtnrs (BMPEX) 3.5 37 14.6 1.36 79 1.20 4.4 37 3.4 34 1.23 0.84
0101-Stk-LC Becker Value Equity Ret (BVEFX) 5.7 55 11.9 1.11 57 0.98 6.2 55 5.6 55 1.01 0.86
0101-Stk-LC BMO Large-Cap Gr Y (MASTX) 10.0 91 12.2 1.14 59 1.00 11.3 91 11.1 93 1.06 0.91
0101-Stk-LC Bridges Investment (BRGIX) 7.7 76 11.8 1.10 55 0.97 8.4 76 7.9 77 1.04 0.94
0101-Stk-LC Bridgeway Blue Chip 35 Idx (BRLIX) 9.8 86 10.7 1.00 42 0.88 Low Cat Risk 9.8 86 9.7 88 0.96 0.95
0101-Stk-LC Bridgeway Large-Cap Gr (BRLGX) 7.2 77 13.2 1.23 68 1.08 8.6 77 8.0 78 1.13 0.87
0101-Stk-LC Brown Adv Sustain Gr Adv (BAWAX) 11.0 94 11.8 1.10 55 0.97 12.0 94 11.8 95 0.99 0.84
0101-Stk-LC Brown Advisory Eq Inc Inv (BIADX) 8.3 68 9.5 0.89 35 0.78 Low Cat Risk 7.6 68 7.3 72 0.84 0.92
0101-Stk-LC Brown Advisory Flex Eq Inv (BIAFX) 8.4 84 12.4 1.16 62 1.02 9.6 84 9.2 86 1.09 0.92
0101-Stk-LC Brown Advisory Grth Eq Inv (BIAGX) 8.6 88 13.1 1.22 68 1.07 10.3 88 9.9 89 1.03 0.74
0101-Stk-LC Buffalo Grth (BUFGX) 8.7 83 11.6 1.08 54 0.95 9.4 83 8.9 83 0.99 0.86
0101-Stk-LC Buffalo Large Cap (BUFEX) 9.0 86 11.9 1.11 57 0.98 9.8 86 9.5 87 1.02 0.89
0101-Stk-LC Cambiar Opportunity Inv (CAMOX) 4.2 41 12.6 1.18 63 1.03 4.8 41 4.0 38 1.05 0.83
0101-Stk-LC CAN SLIM Select Growth (CANGX) 5.5 43 9.5 0.89 35 0.78 Low Cat Risk 5.0 43 4.6 44 1.35 0.80
0101-Stk-LC Castle Focus Investor (MOATX) 8.5 51 6.7 0.63 26 0.55 Low Cat Risk 5.8 51 5.6 55 0.50 0.64
0101-Stk-LC Centre Amer Sel Eq Inv (DHAMX) 8.6 71 9.6 0.90 36 0.79 Low Cat Risk 7.8 71 7.6 74 0.79 0.81
0101-Stk-LC CGM Focus (CGMFX) 1.9 25 19.5 1.82 95 1.60 2.6 25 0.8 8 1.23 0.48
0101-Stk-LC Chase Grth N (CHASX) 7.1 67 11.3 1.06 50 0.93 7.4 67 7.0 69 0.99 0.92
0101-Stk-LC Chesapeake Growth (CHCGX) 6.8 75 13.5 1.26 71 1.11 8.3 75 7.6 74 1.14 0.85
0101-Stk-LC Clipper (CFIMX) 5.5 59 13.4 1.25 70 1.10 6.6 59 5.8 58 1.11 0.82
0101-Stk-LC Columbia Slct Lrg Cp Gr Inst (UMLGX) 4.7 63 17.3 1.62 92 1.42 7.0 63 5.5 54 1.32 0.70
0101-Stk-LC Commerce Growth (CFGRX) 11.0 91 11.0 1.03 46 0.90 11.3 91 11.1 93 0.97 0.92
0101-Stk-LC Commerce Value (CFVLX) 9.7 83 10.3 0.96 40 0.84 Low Cat Risk 9.4 83 9.2 86 0.82 0.77
0101-Stk-LC Copley (COPLX) 11.8 96 12.4 1.16 62 1.02 13.6 96 13.5 97 0.66 0.34
0101-Stk-LC Cullen Hi Div Eq Ret (CHDEX) 7.9 65 9.5 0.89 35 0.78 Low Cat Risk 7.2 65 7.0 69 0.79 0.81
0101-Stk-LC Cutler Equity (CALEX) 8.5 77 10.6 0.99 41 0.87 Low Cat Risk 8.5 77 8.2 78 0.89 0.84
0101-Stk-LC Davenport Core (DAVPX) 7.2 67 11.0 1.03 46 0.90 7.4 67 7.0 69 0.98 0.95
0101-Stk-LC Davenport Val & Inc (DVIPX) 7.0 60 10.2 0.95 39 0.84 Low Cat Risk 6.7 60 6.3 62 0.89 0.89
0101-Stk-LC Direxion Mthly S&P500 Bull 2X Inv (DXSLX) 8.0 98 21.9 2.05 96 1.80 15.2 98 13.6 97 2.00 1.00
0101-Stk-LC Dodge & Cox Stock (DODGX) 8.7 88 13.1 1.22 68 1.07 10.4 88 10.0 90 1.10 0.83
0101-Stk-LC Dreyfus Appreciation Inv (DGAGX) 9.2 77 9.8 0.92 37 0.80 Low Cat Risk 8.5 77 8.3 79 0.86 0.93
0101-Stk-LC Dreyfus Disciplined Stk (DDSTX) 7.7 76 11.8 1.10 55 0.97 8.4 76 8.0 78 1.06 0.96
0101-Stk-LC Dreyfus Fund Inc (DREVX) 8.4 77 11.0 1.03 46 0.90 8.6 77 8.3 79 0.98 0.96
0101-Stk-LC Dreyfus Grth & Inc (DGRIX) 7.6 76 12.0 1.12 58 0.98 8.4 76 7.9 77 1.08 0.96
0101-Stk-LC Dreyfus Instl S&P 500 Idx I (DSPIX) 9.0 81 10.9 1.02 44 0.89 9.2 81 9.0 84 1.00 1.00
0101-Stk-LC Dreyfus Research Grth Z (DREQX) 7.7 79 12.7 1.19 64 1.04 9.0 79 8.4 80 1.08 0.86
0101-Stk-LC Dreyfus S&P 500 Idx (PEOPX) 8.8 79 10.9 1.02 44 0.89 9.0 79 8.7 82 1.00 1.00
0101-Stk-LC Dreyfus Sustainable US Equity Z (DRTHX) 6.9 63 10.7 1.00 42 0.88 Low Cat Risk 7.0 63 6.6 65 0.95 0.94
0101-Stk-LC DWS Core Equity S (SCDGX) 7.8 77 11.7 1.09 55 0.96 8.5 77 8.1 78 1.06 0.97
0101-Stk-LC DWS CROCI Eq Div S (KDHSX) 11.7 92 10.5 0.98 40 0.86 Low Cat Risk 11.5 92 11.4 94 0.87 0.81
0101-Stk-LC DWS Eq 500 Idx S (BTIEX) 9.1 81 10.8 1.01 43 0.89 Low Cat Risk 9.2 81 9.0 84 0.99 1.00
0101-Stk-LC DWS LgCp Focus Grth S (SCQGX) 7.2 77 13.2 1.23 68 1.08 8.6 77 8.1 78 1.13 0.88
0101-Stk-LC DWS S&P 500 Idx S (SCPIX) 9.1 81 10.8 1.01 43 0.89 Low Cat Risk 9.2 81 9.0 84 0.99 1.00
0101-Stk-LC Eaton Vance Tx-Mgd Gr 1.0 (CAPEX) 8.2 77 11.3 1.06 50 0.93 8.6 77 8.3 79 1.03 0.98
0101-Stk-LC Edgar Lomax Value (LOMAX) 11.0 89 10.2 0.95 39 0.84 Low Cat Risk 10.6 89 10.5 91 0.86 0.85
0101-Stk-LC Edgewood Grth Ret (EGFFX) 9.8 95 14.0 1.31 75 1.15 12.5 95 12.1 96 1.11 0.76
0101-Stk-LC FBP Equity & Div Plus (FBPEX) 8.9 77 10.3 0.96 40 0.84 Low Cat Risk 8.6 77 8.4 80 0.87 0.84
0101-Stk-LC Federated MDT Lrg Val Svc (FSTKX) 6.7 65 11.7 1.09 55 0.96 7.2 65 6.7 66 0.99 0.85
0101-Stk-LC Fidelity (FFIDX) 7.2 68 11.2 1.05 48 0.92 7.6 68 7.1 70 1.00 0.94
0101-Stk-LC Fidelity Blue Chip Grth (FBGRX) 9.6 94 13.8 1.29 73 1.13 12.1 94 11.7 95 1.07 0.73
0101-Stk-LC Fidelity Blue Chip Value (FBCVX) 5.6 51 11.1 1.04 47 0.91 5.8 51 5.2 50 0.90 0.78
0101-Stk-LC Fidelity Capital Apprec (FDCAX) 6.3 67 13.0 1.21 67 1.07 7.4 67 6.7 66 1.09 0.84
0101-Stk-LC Fidelity Contrafund (FCNTX) 9.1 89 12.6 1.18 63 1.03 10.6 89 10.1 90 1.05 0.82
0101-Stk-LC Fidelity Disciplined Eq (FDEQX) 5.4 49 11.3 1.06 50 0.93 5.6 49 5.1 49 1.03 0.97
0101-Stk-LC Fidelity Dividend Grth (FDGFX) 7.0 60 10.2 0.95 39 0.84 Low Cat Risk 6.7 60 6.3 62 0.89 0.92
0101-Stk-LC Fidelity Equity Div Inc (FEQTX) 6.6 57 10.5 0.98 40 0.86 Low Cat Risk 6.5 57 6.0 60 0.91 0.90
0101-Stk-LC Fidelity Equity-Inc (FEQIX) 7.1 65 10.8 1.01 43 0.89 Low Cat Risk 7.2 65 6.8 67 0.94 0.90
0101-Stk-LC Fidelity Exp & Multinatl (FEXPX) 7.8 68 10.3 0.96 40 0.84 Low Cat Risk 7.6 68 7.2 71 0.90 0.89
0101-Stk-LC Fidelity Focused Stk (FTQGX) 10.5 95 13.2 1.23 68 1.08 12.7 95 12.5 96 1.07 0.79
0101-Stk-LC Fidelity Grth & Inc (FGRIX) 7.0 71 12.0 1.12 58 0.98 7.8 71 7.3 72 1.04 0.90
0101-Stk-LC Fidelity Grth Company (FDGRX) 8.5 94 16.1 1.50 88 1.32 12.2 94 11.4 94 1.32 0.81
0101-Stk-LC Fidelity Grth Discovery (FDSVX) 9.3 90 12.8 1.20 65 1.05 10.9 90 10.5 91 1.05 0.80
0101-Stk-LC Fidelity Independence (FDFFX) 4.8 55 14.3 1.34 77 1.17 6.1 55 5.2 50 1.23 0.89
0101-Stk-LC Fidelity Large Cap Stk (FLCSX) 7.1 76 13.0 1.21 67 1.07 8.4 76 7.8 76 1.12 0.89
0101-Stk-LC Fidelity LC Grth Enh Idx (FLGEX) 9.1 87 12.0 1.12 58 0.98 10.1 87 9.8 89 1.07 0.94
0101-Stk-LC Fidelity LC Val Enh Idx (FLVEX) 7.7 73 11.2 1.05 48 0.92 8.0 73 7.6 74 0.97 0.89
0101-Stk-LC Fidelity Lg Core Enhcd Idx (FLCEX) 9.2 84 11.0 1.03 46 0.90 9.5 84 9.2 86 1.00 0.98
0101-Stk-LC Fidelity Magellan (FMAGX) 7.3 76 12.5 1.17 62 1.02 8.4 76 7.9 77 1.12 0.95
0101-Stk-LC Fidelity Mega Cap Stk (FGRTX) 7.4 72 11.6 1.08 54 0.95 7.9 72 7.4 73 1.01 0.91
0101-Stk-LC Fidelity Nasdaq Com Idx (FNCMX) 9.0 91 13.7 1.28 73 1.12 11.3 91 10.8 92 1.16 0.85
0101-Stk-LC Fidelity New Millennium (FMILX) 8.5 79 11.3 1.06 50 0.93 9.0 79 8.6 81 1.00 0.92
0101-Stk-LC Fidelity OTC (FOCPX) 8.2 94 16.6 1.55 90 1.36 12.1 94 11.2 93 1.27 0.70
0101-Stk-LC Fidelity Series Lrg Cap Value Idx (FIOOX) 7.2 67 10.9 1.02 44 0.89 7.3 67 6.9 68 0.95 0.90
0101-Stk-LC Fidelity Series Opp Insgh (FVWSX) 8.6 87 12.9 1.21 66 1.06 10.2 87 9.7 88 1.06 0.81
0101-Stk-LC Fidelity Stk Selec All Cap (FDSSX) 7.4 75 12.1 1.13 59 0.99 8.3 75 7.8 76 1.08 0.96
0101-Stk-LC Fidelity Stk Selector LC Val (FSLVX) 6.2 55 10.7 1.00 42 0.88 Low Cat Risk 6.2 55 5.7 57 0.92 0.88
0101-Stk-LC Fidelity Strat Div & Inc (FSDIX) 8.7 59 7.7 0.72 30 0.63 Low Cat Risk 6.6 59 6.4 63 1.12 0.84
0101-Stk-LC Fidelity Trend (FTRNX) 8.2 86 13.3 1.24 70 1.09 10.0 86 9.4 87 1.12 0.85
0101-Stk-LC Fidelity Value Discovery (FVDFX) 6.1 52 10.2 0.95 39 0.84 Low Cat Risk 5.9 52 5.4 53 0.86 0.85
0101-Stk-LC Fidelity Value Strategies (FSLSX) 3.4 34 13.2 1.23 68 1.08 4.0 34 3.0 31 1.13 0.87
0101-Stk-LC Fidelity ZERO Total Market Index (FZROX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0101-Stk-LC FMI Large Cap (FMIHX) 9.9 83 10.0 0.93 38 0.82 Low Cat Risk 9.4 83 9.2 86 0.85 0.86
0101-Stk-LC FMI Provident Tr Strat (PROVX) 10.5 89 10.8 1.01 43 0.89 Low Cat Risk 10.6 89 10.3 91 0.90 0.82
0101-Stk-LC Franklin Mutual Beacon Z (BEGRX) 7.5 64 10.0 0.93 38 0.82 Low Cat Risk 7.1 64 6.8 67 1.38 0.77
0101-Stk-LC Franklin Mutual Shares Z (MUTHX) 5.4 43 9.8 0.92 37 0.80 Low Cat Risk 5.0 43 4.6 44 1.38 0.78
0101-Stk-LC FundX Agg Upgr (HOTFX) 3.2 31 12.8 1.20 65 1.05 3.6 31 2.8 29 1.08 0.85
0101-Stk-LC FundX Upgrader (FUNDX) 5.3 52 12.1 1.13 59 0.99 5.9 52 5.3 51 1.70 0.79
0101-Stk-LC Gabelli Asset AAA (GABAX) 7.7 69 10.7 1.00 42 0.88 Low Cat Risk 7.7 69 7.3 72 0.93 0.91
0101-Stk-LC Gabelli Equity Inc AAA (GABEX) 4.7 40 10.6 0.99 41 0.87 Low Cat Risk 4.7 40 4.2 40 0.92 0.90
0101-Stk-LC GAMCO Grth AAA (GABGX) 9.1 91 13.2 1.23 68 1.08 11.0 91 10.6 92 1.07 0.79
0101-Stk-LC Gerstein Fisher Mult-Fctr Gr Eq (GFMGX) 7.8 80 12.7 1.19 64 1.04 9.1 80 8.5 81 1.10 0.89
0101-Stk-LC GKM Grth (TIHGX) 8.7 91 13.9 1.30 74 1.14 11.0 91 10.5 91 1.14 0.82
0101-Stk-LC Glenmede Large Cap Val (GTMEX) 6.3 65 12.5 1.17 62 1.02 7.2 65 6.6 65 1.05 0.84
0101-Stk-LC Glenmede Quant LgCp Core (GTLOX) 8.3 79 11.5 1.07 52 0.94 8.9 79 8.4 80 1.03 0.96
0101-Stk-LC Glenmede Quant Lrg Cap Gr (GTLLX) 8.8 84 11.5 1.07 52 0.94 9.5 84 9.1 85 1.03 0.95
0101-Stk-LC Glenmede Strategic Equity (GTCEX) 9.2 86 11.5 1.07 52 0.94 9.8 86 9.6 88 1.02 0.94
0101-Stk-LC Government Street Eq (GVEQX) 6.8 63 10.9 1.02 44 0.89 Low Cat Risk 7.0 63 6.6 65 0.98 0.97
0101-Stk-LC Green Owl Intrinsic Value (GOWLX) 7.0 76 13.3 1.24 70 1.09 8.4 76 7.8 76 1.10 0.82
0101-Stk-LC GuideMark LgCp Core Svc (GMLGX) 7.0 67 11.5 1.07 52 0.94 7.4 67 7.0 69 1.04 0.97
0101-Stk-LC Harbor Capital Apprec Inv (HCAIX) 8.0 88 14.3 1.34 77 1.17 10.3 88 9.7 88 1.13 0.75
0101-Stk-LC Harbor Large Cap Val Inv (HILVX) 8.5 80 11.5 1.07 52 0.94 9.1 80 8.8 82 1.01 0.92
0101-Stk-LC Haverford Quality Gr Stk (HAVGX) 6.7 63 11.1 1.04 47 0.91 7.0 63 6.5 64 0.99 0.95
0101-Stk-LC Hennessy Crnrst Lg Gr Inv (HFLGX) 6.5 68 12.7 1.19 64 1.04 7.6 68 6.9 68 0.98 0.71
0101-Stk-LC Hennessy Crnrst Val Inv (HFCVX) 8.3 77 10.9 1.02 44 0.89 8.5 77 8.2 78 0.91 0.82
0101-Stk-LC Henssler Equity Inv (HEQFX) 4.0 36 11.5 1.07 52 0.94 4.2 36 3.5 34 0.95 0.81
0101-Stk-LC Hillman No Load (HCMAX) 9.5 86 11.1 1.04 47 0.91 9.8 86 9.5 87 0.93 0.83
0101-Stk-LC Homestead Growth (HNASX) 10.9 96 13.8 1.29 73 1.13 13.8 96 13.6 97 1.11 0.77
0101-Stk-LC Homestead Stk Idx (HSTIX) 8.7 79 10.9 1.02 44 0.89 8.9 79 8.6 81 1.00 1.00
0101-Stk-LC Homestead Value (HOVLX) 7.9 80 12.5 1.17 62 1.02 9.1 80 8.7 82 1.08 0.89
0101-Stk-LC IMS Capital Value (IMSCX) 2.5 26 13.2 1.23 68 1.08 2.9 26 1.9 20 1.15 0.91
0101-Stk-LC Invesco Div Income Inv (FSTUX) 6.9 48 8.2 0.77 31 0.67 Low Cat Risk 5.5 48 5.3 51 0.60 0.63
0101-Stk-LC Janus Henderson Grth & Inc T (JAGIX) 11.2 91 10.7 1.00 42 0.88 Low Cat Risk 11.3 91 11.3 94 0.95 0.94
0101-Stk-LC Janus Henderson Research T (JAMRX) 7.1 73 12.3 1.15 60 1.01 8.0 73 7.5 73 1.06 0.88
0101-Stk-LC Jensen Quality Grth J (JENSX) 12.8 94 9.9 0.93 37 0.81 Low Cat Risk 12.0 94 12.1 96 0.86 0.89
0101-Stk-LC Johnson Equity Income (JEQIX) 11.0 91 10.7 1.00 42 0.88 Low Cat Risk 11.0 91 10.9 92 0.96 0.95
0101-Stk-LC Laudus US Large Cap Gr (LGILX) 9.1 93 14.1 1.32 76 1.16 11.6 93 11.2 93 1.13 0.77
0101-Stk-LC Litman Gregory Mas Eq Instl (MSEFX) 6.5 68 12.7 1.19 64 1.04 7.6 68 6.9 68 1.09 0.88
0101-Stk-LC LKCM Equity Instl (LKEQX) 9.2 86 11.5 1.07 52 0.94 9.8 86 9.5 87 1.01 0.93
0101-Stk-LC Longleaf Partners (LLPFX) 4.4 48 14.3 1.34 77 1.17 5.5 48 4.5 42 1.11 0.72
0101-Stk-LC Lyrical US Value Eq Investor (LYRBX) 3.5 37 15.0 1.40 82 1.23 4.4 37 3.3 33 1.24 0.81
0101-Stk-LC Lyrical US Value Equity Instl (LYRIX) 3.7 41 15.0 1.40 82 1.23 4.8 41 3.7 36 1.24 0.81
0101-Stk-LC Madison Investors Y (MINVX) 12.9 91 9.2 0.86 34 0.75 Low Cat Risk 11.3 91 11.3 94 0.80 0.91
0101-Stk-LC Madison LrgCap Val Y (MYLVX) 4.8 42 10.9 1.02 44 0.89 4.9 42 4.3 40 0.92 0.84
0101-Stk-LC Mairs & Power Grth Inv (MPGFX) 8.6 80 11.4 1.07 52 0.93 9.1 80 8.7 82 0.97 0.85
0101-Stk-LC Manning & Napier Discipl Val I (MNDFX) 10.5 91 11.2 1.05 48 0.92 11.0 91 10.9 92 0.98 0.91
0101-Stk-LC Manning & Napier Equity S (EXEYX) 9.5 88 11.9 1.11 57 0.98 10.4 88 10.1 90 0.99 0.82
0101-Stk-LC Marathon Value Portfolio (MVPFX) 7.7 74 11.5 1.07 52 0.94 8.2 74 7.7 75 1.01 0.93
0101-Stk-LC Marsico Focus (MFOCX) 6.8 77 13.8 1.29 73 1.13 8.5 77 7.8 76 1.04 0.68
0101-Stk-LC Marsico Grth (MGRIX) 6.5 72 13.5 1.26 71 1.11 7.9 72 7.2 71 1.08 0.77
0101-Stk-LC Matrix Advisors Value (MAVFX) 5.0 55 13.7 1.28 73 1.12 6.1 55 5.3 51 1.17 0.87
0101-Stk-LC Matthew 25 (MXXVX) 6.7 83 15.8 1.48 87 1.30 9.4 83 8.4 80 1.15 0.63
0101-Stk-LC Meeder Dynamic Alloc Ret (FLDGX) 5.7 51 10.8 1.01 43 0.89 Low Cat Risk 5.8 51 5.2 50 1.62 0.90
0101-Stk-LC Metro West AlphaTrak 500 (MWATX) 10.9 92 11.3 1.06 50 0.93 11.5 92 11.4 94 1.00 0.93
0101-Stk-LC Monetta (MONTX) 6.9 71 12.3 1.15 60 1.01 7.8 71 7.2 71 1.06 0.88
0101-Stk-LC Muhlenkamp (MUHLX) 0.3 4 10.9 1.02 44 0.89 0.4 4 -0.3 5 0.91 0.83
0101-Stk-LC Multi-Mgr Val Strategies A (CDEIX) 8.4 77 11.1 1.04 47 0.91 8.6 77 8.3 79 0.98 0.93
0101-Stk-LC New Covenant Grth (NCGFX) 7.3 69 11.4 1.07 52 0.93 7.7 69 7.2 71 1.03 0.97
0101-Stk-LC Nicholas (NICSX) 5.8 51 10.7 1.00 42 0.88 Low Cat Risk 5.8 51 5.3 51 0.94 0.93
0101-Stk-LC Nicholas Equity Inc I (NSEIX) 6.9 63 10.7 1.00 42 0.88 Low Cat Risk 7.0 63 6.5 64 0.94 0.91
0101-Stk-LC Northern Inc Equity (NOIEX) 8.4 73 10.1 0.94 38 0.83 Low Cat Risk 8.0 73 7.8 76 0.89 0.93
0101-Stk-LC Northern Large Cap Core (NOLCX) 8.0 75 11.1 1.04 47 0.91 8.3 75 7.9 77 1.00 0.97
0101-Stk-LC Northern Large Cap Value (NOLVX) 6.3 63 11.9 1.11 57 0.98 7.0 63 6.3 62 1.01 0.86
0101-Stk-LC Northern Stk Idx (NOSIX) 9.2 83 10.9 1.02 44 0.89 9.4 83 9.1 85 1.00 1.00
0101-Stk-LC Nubrgr Ber Focus Inv (NBSSX) 5.1 52 12.8 1.20 65 1.05 5.9 52 5.1 49 1.12 0.91
0101-Stk-LC Nubrgr Ber Guard Inv (NGUAX) 7.9 78 11.9 1.11 57 0.98 8.8 78 8.3 79 1.08 0.97
0101-Stk-LC Nubrgr Ber Lrg Cap Val Inv (NPRTX) 12.1 95 11.4 1.07 52 0.93 12.8 95 12.9 96 0.84 0.64
0101-Stk-LC Nubrgr Ber SustainEquity Inv (NBSRX) 7.0 68 11.7 1.09 55 0.96 7.6 68 7.1 70 1.04 0.94
0101-Stk-LC Oakmark Inv (OAKMX) 6.9 76 13.5 1.26 71 1.11 8.4 76 7.7 75 1.18 0.91
0101-Stk-LC Oakmark Select Inv (OAKLX) 1.2 10 15.7 1.47 86 1.29 1.3 10 0.0 5 1.29 0.80
0101-Stk-LC Olstein All Cap Val Adv (OFAFX) 5.2 54 12.8 1.20 65 1.05 6.0 54 5.3 51 1.11 0.89
0101-Stk-LC Osterweis (OSTFX) 4.2 35 10.3 0.96 40 0.84 Low Cat Risk 4.1 35 3.6 35 0.89 0.89
0101-Stk-LC Parnassus (PARNX) 5.6 60 13.4 1.25 70 1.10 6.7 60 5.9 59 1.07 0.77
0101-Stk-LC Parnassus Core Equity Inv (PRBLX) 9.3 79 10.1 0.94 38 0.83 Low Cat Risk 8.9 79 8.7 82 0.87 0.90
0101-Stk-LC Parnassus Endeavor Inv (PARWX) 6.5 79 15.3 1.43 84 1.25 8.9 79 7.9 77 1.26 0.81
0101-Stk-LC Pax ESG Beta Qual Individual Inv (PXWGX) 7.6 69 10.8 1.01 43 0.89 Low Cat Risk 7.7 69 7.3 72 0.97 0.97
0101-Stk-LC Payden Value Leaders (PYVLX) 8.3 69 9.8 0.92 37 0.80 Low Cat Risk 7.7 69 7.4 73 0.84 0.88
0101-Stk-LC Payson Total Return (PBFDX) 9.8 86 10.7 1.00 42 0.88 Low Cat Risk 9.8 86 9.6 88 0.95 0.94
0101-Stk-LC Permanent Port Agg Grth I (PAGRX) 5.3 67 16.1 1.50 88 1.32 7.4 67 6.3 62 1.31 0.79
0101-Stk-LC Pin Oak Equity (POGSX) 8.2 81 12.2 1.14 59 1.00 9.2 81 8.8 82 1.00 0.81
0101-Stk-LC PRIMECAP Odys Grth (POGRX) 8.0 93 16.6 1.55 90 1.36 11.9 93 10.9 92 1.35 0.79
0101-Stk-LC PRIMECAP Odys Stk (POSKX) 8.5 87 13.0 1.21 67 1.07 10.1 87 9.6 88 1.14 0.92
0101-Stk-LC ProFunds Bull Inv (BLPIX) 7.4 68 10.9 1.02 44 0.89 Low Cat Risk 7.6 68 7.1 70 1.00 1.00
0101-Stk-LC ProFunds Large Cp Val Inv (LVPIX) 5.7 52 11.1 1.04 47 0.91 5.9 52 5.3 51 0.95 0.88
0101-Stk-LC ProFunds LgCap Gr Inv (LGPIX) 8.4 81 11.8 1.10 55 0.97 9.2 81 8.8 82 1.04 0.92
0101-Stk-LC ProFunds NASDAQ-100 Inv (OTPIX) 8.4 90 14.3 1.34 77 1.17 10.9 90 10.4 91 1.13 0.75
0101-Stk-LC ProFunds Semiconductor (SMPIX) 9.7 99 28.7 2.68 97 2.35 24.4 99 22.3 99 1.84 0.49
0101-Stk-LC ProFunds Ult NASDAQ 100 Inv (UOPIX) 8.5 99 29.1 2.72 98 2.39 21.4 99 18.5 99 2.30 0.75
0101-Stk-LC ProFunds Ultra Dow 30 Inv (UDPIX) 10.6 99 23.3 2.18 96 1.91 21.8 99 20.8 99 2.03 0.91
0101-Stk-LC ProFunds UltraBull Inv (ULPIX) 7.9 97 22.0 2.06 96 1.80 15.1 97 13.4 97 2.01 1.00
0101-Stk-LC Reynolds Blue Chip Grth (RBCGX) 4.5 49 14.1 1.32 76 1.16 5.6 49 4.7 45 1.13 0.77
0101-Stk-LC RiverPark/Wedgewood Ret (RWGFX) 6.2 59 11.4 1.07 52 0.93 6.6 59 6.0 60 0.98 0.88
0101-Stk-LC Royce Spec Eq Multi-Cp Svc (RSEMX) 3.8 40 13.9 1.30 74 1.14 4.7 40 3.7 36 1.14 0.80
0101-Stk-LC Russell Inv Equity Income S (RLISX) 7.4 71 11.3 1.06 50 0.93 7.8 71 7.3 72 1.02 0.98
0101-Stk-LC Russell Inv Sustainable Equity S (REQTX) 9.6 77 9.3 0.87 34 0.76 Low Cat Risk 8.5 77 8.4 80 0.84 0.96
0101-Stk-LC Russell Inv Tax-Mgd US LC S (RETSX) 7.7 71 10.8 1.01 43 0.89 Low Cat Risk 7.8 71 7.4 73 0.99 0.99
0101-Stk-LC Russell Inv US Dynamic Eq S (RSGSX) 5.9 64 13.4 1.25 70 1.10 7.1 64 6.3 62 1.16 0.90
0101-Stk-LC Russell Inv US Strategic Eq S (RSESX) 6.8 67 11.6 1.08 54 0.95 7.3 67 6.8 67 1.05 0.97
0101-Stk-LC Rydex Nova Inv (RYNVX) 7.9 93 16.5 1.54 90 1.35 11.6 93 10.7 92 1.51 1.00
0101-Stk-LC Rydex NQ100 2X Str H (RYVYX) 8.6 99 29.1 2.72 98 2.39 21.5 99 18.6 99 2.30 0.75
0101-Stk-LC Rydex NQ100 Inv (RYOCX) 8.9 92 14.3 1.34 77 1.17 11.5 92 11.0 93 1.13 0.75
0101-Stk-LC Rydex S&P 500 2x Str H (RYTNX) 7.8 97 22.0 2.06 96 1.80 15.0 97 13.3 97 2.01 1.00
0101-Stk-LC Rydex S&P 500 Pure Val H (RYZAX) 5.2 57 13.9 1.30 74 1.14 6.5 57 5.6 55 1.14 0.81
0101-Stk-LC SA US Core Mkt Inv (SAMKX) 8.9 83 11.3 1.06 50 0.93 9.4 83 9.1 85 1.03 0.99
0101-Stk-LC Schwab 1000 Idx (SNXFX) 8.8 80 11.1 1.04 47 0.91 9.1 80 8.8 82 1.01 1.00
0101-Stk-LC Schwab Core Equity (SWANX) 6.3 63 11.9 1.11 57 0.98 7.0 63 6.4 63 1.08 0.97
0101-Stk-LC Schwab Dividend Equity (SWDSX) 4.3 40 11.9 1.11 57 0.98 4.7 40 4.1 39 1.04 0.90
0101-Stk-LC Schwab Fdmtl US LgC Idx (SFLNX) 8.1 76 11.0 1.03 46 0.90 8.4 76 8.0 78 0.98 0.93
0101-Stk-LC Schwab Large-Cap Growth (SWLSX) 7.1 74 12.6 1.18 63 1.03 8.2 74 7.6 74 1.09 0.90
0101-Stk-LC Schwab MrktTrack All Eq (SWEGX) 7.3 68 11.1 1.04 47 0.91 7.6 68 7.1 70 1.67 0.92
0101-Stk-LC Schwab S&P 500 (SWPPX) 9.2 83 10.9 1.02 44 0.89 9.4 83 9.1 85 1.00 1.00
0101-Stk-LC Schwab Tot Stk Mkt Idx (SWTSX) 8.8 81 11.3 1.06 50 0.93 9.2 81 8.8 82 1.03 0.99
0101-Stk-LC Schwartz Value Focus (RCMFX) 7.4 69 11.1 1.04 47 0.91 7.7 69 7.2 71 0.86 0.71
0101-Stk-LC Segall Bryant & Hamill LC Div (WTEIX) 5.0 45 11.2 1.05 48 0.92 5.2 45 4.6 44 0.93 0.84
0101-Stk-LC Selected American S (SLASX) 5.2 57 13.7 1.28 73 1.12 6.4 57 5.6 55 1.15 0.84
0101-Stk-LC Sequoia (SEQUX) 3.4 29 10.7 1.00 42 0.88 Low Cat Risk 3.4 29 2.8 29 0.72 0.55
0101-Stk-LC Shelton Core Value Dir (EQTIX) 4.8 39 9.8 0.92 37 0.80 Low Cat Risk 4.6 39 4.0 38 0.85 0.88
0101-Stk-LC Shelton S&P 500 Dir (SPFIX) 9.0 81 10.9 1.02 44 0.89 9.2 81 9.0 84 1.00 1.00
0101-Stk-LC Sit Large Cap Grth (SNIGX) 8.6 81 11.6 1.08 54 0.95 9.2 81 8.9 83 1.00 0.90
0101-Stk-LC Sound Shore Inv (SSHFX) 5.2 52 12.6 1.18 63 1.03 5.9 52 5.1 49 1.10 0.92
0101-Stk-LC SSgA S&P 500 Idx N (SVSPX) 9.2 83 10.9 1.02 44 0.89 9.4 83 9.0 84 1.00 1.00
0101-Stk-LC T. Rowe Price BlChpGr (TRBCX) 9.8 95 13.9 1.30 74 1.14 12.4 95 12.0 95 1.12 0.79
0101-Stk-LC T. Rowe Price Cap Opprt (PRCOX) 9.1 84 11.2 1.05 48 0.92 9.5 84 9.1 85 1.02 0.99
0101-Stk-LC T. Rowe Price Div Grth (PRDGX) 10.7 85 9.6 0.90 36 0.79 Low Cat Risk 9.7 85 9.6 88 0.85 0.95
0101-Stk-LC T. Rowe Price Eq Idx 500 (PREIX) 9.1 81 10.9 1.02 44 0.89 9.2 81 9.0 84 1.00 1.00
0101-Stk-LC T. Rowe Price Eq Inc (PRFDX) 7.8 75 11.3 1.06 50 0.93 8.3 75 7.9 77 0.98 0.88
0101-Stk-LC T. Rowe Price Gr Stk (PRGFX) 8.7 90 13.4 1.25 70 1.10 10.7 90 10.2 90 1.08 0.78
0101-Stk-LC T. Rowe Price Grth & Inc (PRGIX) 8.6 74 10.1 0.94 38 0.83 Low Cat Risk 8.2 74 7.9 77 0.89 0.93
0101-Stk-LC T. Rowe Price New Amer Gr (PRWAX) 9.5 93 13.6 1.27 72 1.11 11.8 93 11.3 94 1.12 0.81
0101-Stk-LC T. Rowe Price Spect Grth (PRSGX) 7.5 69 10.9 1.02 44 0.89 Low Cat Risk 7.7 69 7.3 72 0.95 0.90
0101-Stk-LC T. Rowe Price Tot Eq Mkt (POMIX) 8.5 79 11.3 1.06 50 0.93 9.0 79 8.7 82 1.03 0.99
0101-Stk-LC T. Rowe Price Tx-Ef Eq (PREFX) 8.5 87 12.9 1.21 66 1.06 10.1 87 9.6 88 1.11 0.89
0101-Stk-LC T. Rowe Price US LC Core (TRULX) 8.4 73 10.1 0.94 38 0.83 Low Cat Risk 8.0 73 7.7 75 0.89 0.92
0101-Stk-LC T. Rowe Price Value (TRVLX) 6.6 57 10.4 0.97 40 0.85 Low Cat Risk 6.5 57 6.1 61 0.92 0.92
0101-Stk-LC TCW Relative Val LgCp N (TGDVX) 3.7 37 13.5 1.26 71 1.11 4.4 37 3.6 35 1.16 0.87
0101-Stk-LC TCW Relative Value Div Appr N (TGIGX) 3.6 34 12.3 1.15 60 1.01 4.0 34 3.3 33 1.05 0.87
0101-Stk-LC TCW Select Equities N (TGCNX) 6.4 74 14.2 1.33 76 1.16 8.2 74 7.4 73 1.11 0.74
0101-Stk-LC TETON Westwood Eq AAA (WESWX) 7.7 69 10.7 1.00 42 0.88 Low Cat Risk 7.7 69 7.3 72 0.93 0.91
0101-Stk-LC Thompson LargeCap (THPGX) 6.1 71 14.3 1.34 77 1.17 7.8 71 6.9 68 1.22 0.87
0101-Stk-LC TIAA-CREF Eq Idx Rtl (TINRX) 8.6 79 11.3 1.06 50 0.93 9.0 79 8.6 81 1.03 0.99
0101-Stk-LC TIAA-CREF Gr&Inc Rtl (TIIRX) 7.2 72 12.0 1.12 58 0.98 7.9 72 7.4 73 1.08 0.96
0101-Stk-LC TIAA-CREF LgCpGr Rtl (TIRTX) 8.4 87 13.3 1.24 70 1.09 10.2 87 9.7 88 1.08 0.80
0101-Stk-LC TIAA-CREF LgCpVal Rtl (TCLCX) 4.5 43 12.4 1.16 62 1.02 5.0 43 4.3 40 1.07 0.89
0101-Stk-LC TIAA-CREF SocChEq Rtl (TICRX) 8.7 80 11.3 1.06 50 0.93 9.1 80 8.7 82 1.02 0.98
0101-Stk-LC Tocqueville (TOCQX) 6.9 64 11.0 1.03 46 0.90 7.1 64 6.6 65 0.98 0.94
0101-Stk-LC Torray (TORYX) 5.1 43 10.6 0.99 41 0.87 Low Cat Risk 5.0 43 4.6 44 0.90 0.86
0101-Stk-LC USA Mutuals Vice Inv (VICEX) 3.2 28 10.9 1.02 44 0.89 3.2 28 2.6 28 0.77 0.58
0101-Stk-LC USAA Aggressive Grth (USAUX) 8.3 84 12.6 1.18 63 1.03 9.6 84 9.1 85 1.08 0.88
0101-Stk-LC USAA Grth & Inc (USGRX) 6.8 69 12.3 1.15 60 1.01 7.7 69 7.1 70 1.08 0.93
0101-Stk-LC USAA Grth (USAAX) 8.6 85 12.2 1.14 59 1.00 9.7 85 9.3 86 1.07 0.92
0101-Stk-LC USAA Inc Stk (USISX) 9.2 74 9.3 0.87 34 0.76 Low Cat Risk 8.2 74 7.9 77 0.82 0.91
0101-Stk-LC USAA NASDAQ-100 Idx (USNQX) 9.5 95 14.3 1.34 77 1.17 12.4 95 12.0 95 1.13 0.75
0101-Stk-LC USAA S&P 500 Idx Mbr (USSPX) 9.1 81 10.9 1.02 44 0.89 Low Cat Risk 9.2 81 8.9 83 1.00 1.00
0101-Stk-LC USAA Value (UVALX) 4.8 47 12.5 1.17 62 1.02 5.4 47 4.7 45 1.07 0.88
0101-Stk-LC Value Line Lgr Co Foc Inv (VALLX) 8.2 92 15.7 1.47 86 1.29 11.5 92 10.7 92 1.15 0.65
0101-Stk-LC Vanguard 500 Idx Adm (VFIAX) 9.3 84 10.9 1.02 44 0.89 9.5 84 9.2 86 1.00 1.00
0101-Stk-LC Vanguard 500 Idx Inv (VFINX) 9.2 83 10.9 1.02 44 0.89 9.4 83 9.1 85 1.00 1.00
0101-Stk-LC Vanguard Cap Opprt Inv (VHCOX) 8.7 93 15.0 1.40 82 1.23 11.8 93 11.1 93 1.26 0.85
0101-Stk-LC Vanguard Capital Value Inv (VCVLX) 3.2 33 13.9 1.30 74 1.14 3.8 33 2.8 29 1.16 0.83
0101-Stk-LC Vanguard Div Apprec Adm (VDADX) 10.5 88 10.5 0.98 40 0.86 Low Cat Risk 10.3 88 10.2 90 0.91 0.90
0101-Stk-LC Vanguard Div Apprec Inv (VDAIX) 10.4 87 10.5 0.98 40 0.86 Low Cat Risk 10.2 87 10.1 90 0.91 0.90
0101-Stk-LC Vanguard Div Grth Inv (VDIGX) 9.6 79 9.8 0.92 37 0.80 Low Cat Risk 8.9 79 8.7 82 0.84 0.89
0101-Stk-LC Vanguard Divers Eq Inv (VDEQX) 7.6 76 11.9 1.11 57 0.98 8.4 76 7.9 77 1.08 0.97
0101-Stk-LC Vanguard Equity-Inc Adm (VVPLX) 6.0 61 12.4 1.16 62 1.02 6.8 61 6.3 62 1.03 0.83
0101-Stk-LC Vanguard Equity-Inc Inv (VEIPX) 9.4 78 9.8 0.92 37 0.80 Low Cat Risk 8.8 78 8.5 81 0.86 0.90
0101-Stk-LC Vanguard FTSE Soc Idx Inv (VFTSX) 9.5 86 11.2 1.05 48 0.92 10.0 86 9.7 88 1.01 0.98
0101-Stk-LC Vanguard Grth & Inc Inv (VQNPX) 8.8 80 11.1 1.04 47 0.91 9.1 80 8.7 82 1.02 0.99
0101-Stk-LC Vanguard Grth Idx Adm (VIGAX) 8.7 86 12.2 1.14 59 1.00 9.8 86 9.4 87 1.07 0.91
0101-Stk-LC Vanguard Grth Idx Inv (VIGRX) 8.6 85 12.2 1.14 59 1.00 9.7 85 9.3 86 1.07 0.91
0101-Stk-LC Vanguard Hi Div Yld Idx Inv (VHDYX) 9.2 77 9.9 0.93 37 0.81 Low Cat Risk 8.6 77 8.5 81 0.86 0.89
0101-Stk-LC Vanguard LgCp Idx Adm (VLCAX) 9.2 84 11.0 1.03 46 0.90 9.5 84 9.1 85 1.01 1.00
0101-Stk-LC Vanguard LgCp Idx Inv (VLACX) 9.1 83 11.0 1.03 46 0.90 9.4 83 9.0 84 1.01 1.00
0101-Stk-LC Vanguard Morgan Gr Inv (VMRGX) 8.6 87 12.7 1.19 64 1.04 10.1 87 9.6 88 1.10 0.89
0101-Stk-LC Vanguard PRIMECAP Core Inv (VPCCX) 9.1 90 13.0 1.21 67 1.07 10.8 90 10.4 91 1.14 0.92
0101-Stk-LC Vanguard PRIMECAP Inv (VPMCX) 10.1 94 13.2 1.23 68 1.08 12.2 94 11.9 95 1.15 0.91
0101-Stk-LC Vanguard Tot Stk Idx Adm (VTSAX) 8.8 81 11.3 1.06 50 0.93 9.2 81 8.9 83 1.03 0.99
0101-Stk-LC Vanguard Tot Stk Idx Inv (VTSMX) 8.7 80 11.3 1.06 50 0.93 9.1 80 8.8 82 1.03 0.99
0101-Stk-LC Vanguard Tx-Mgd CapApp Adm (VTCLX) 9.1 84 11.2 1.05 48 0.92 9.5 84 9.2 86 1.02 1.00
0101-Stk-LC Vanguard US Gr Inv (VWUSX) 8.4 86 12.9 1.21 66 1.06 10.0 86 9.5 87 1.07 0.82
0101-Stk-LC Vanguard US Value Inv (VUVLX) 5.6 55 12.3 1.15 60 1.01 6.2 55 5.6 55 1.04 0.86
0101-Stk-LC Vanguard Val Idx Adm (VVIAX) 9.1 81 10.9 1.02 44 0.89 Low Cat Risk 9.2 81 8.9 83 0.95 0.91
0101-Stk-LC Vanguard Val Idx Inv (VIVAX) 9.0 80 10.9 1.02 44 0.89 Low Cat Risk 9.1 80 8.8 82 0.95 0.91
0101-Stk-LC Vanguard Windsor II Adm (VWNAX) 6.8 64 11.3 1.06 50 0.93 7.1 64 6.6 65 0.98 0.91
0101-Stk-LC Vanguard Windsor II Inv (VWNFX) 6.8 64 11.3 1.06 50 0.93 7.1 64 6.5 64 0.98 0.91
0101-Stk-LC Vanguard Windsor Inv (VWNDX) 5.3 55 12.7 1.19 64 1.04 6.1 55 5.4 53 1.09 0.88
0101-Stk-LC Voya Corp Leaders Trust B (LEXCX) 9.0 86 11.8 1.10 55 0.97 9.8 86 9.6 88 0.92 0.72
0101-Stk-LC Wall Street (EWMCX) 7.0 76 13.1 1.22 68 1.07 8.4 76 7.8 76 1.16 0.93
0101-Stk-LC Wasatch Global Val Inv (FMIEX) 7.9 67 9.7 0.91 36 0.80 Low Cat Risk 7.3 67 7.0 69 0.64 0.57
0101-Stk-LC Weitz Partners III Opp Instl (WPOPX) 2.6 23 10.1 0.94 38 0.83 Low Cat Risk 2.5 23 2.0 22 0.74 0.65
0101-Stk-LC Weitz Partners III Opp Inv (WPOIX) 2.1 19 10.1 0.94 38 0.83 Low Cat Risk 2.0 19 1.4 14 0.75 0.65
0101-Stk-LC Weitz Partners Value Inv (WPVLX) 2.1 20 11.5 1.07 52 0.94 2.2 20 1.5 15 0.95 0.82
0101-Stk-LC Weitz Value Inv (WVALX) 4.8 40 10.2 0.95 39 0.84 Low Cat Risk 4.7 40 4.1 39 0.86 0.84
0101-Stk-LC WesMark Grth (WMKGX) 5.5 54 11.9 1.11 57 0.98 6.0 54 5.4 53 1.05 0.93
0101-Stk-LC White Oak Select Grth (WOGSX) 8.3 88 13.8 1.29 73 1.13 10.4 88 9.9 89 1.17 0.86
0101-Stk-LC William Blair Grth N (WBGSX) 8.2 84 12.6 1.18 63 1.03 9.5 84 8.9 83 1.05 0.83
0101-Stk-LC Wilshire 5000 Idx Invt (WFIVX) 8.5 78 11.1 1.04 47 0.91 8.8 78 8.4 80 1.01 0.99
0101-Stk-LC Wilshire Lrg Co Gr Invt (DTLGX) 8.0 81 12.5 1.17 62 1.02 9.2 81 8.7 82 1.06 0.86
0101-Stk-LC Wilshire Lrg Co Val Invt (DTLVX) 5.5 54 11.8 1.10 55 0.97 6.0 54 5.4 53 1.00 0.86
0102-Stk-MC Mid-Cap Stock Category Average 6.2 68 13.4 1.25 70 1.00 7.4 68 6.7 66 1.11 0.00
0102-Stk-MC Alger SMid Cap Focus I-2 (AAMOX) 7.8 94 17.6 1.64 93 1.31 12.2 94 11.2 93 1.27 0.63
0102-Stk-MC AmCent Heritage Inv (TWHIX) 5.8 59 12.4 1.16 62 0.93 6.6 59 6.0 60 1.07 0.89
0102-Stk-MC AmCent Mid Cap Value Inv (ACMVX) 6.0 59 12.0 1.12 58 0.90 Low Cat Risk 6.6 59 6.0 60 1.01 0.84
0102-Stk-MC Amer Beacon MC Val Inv (AMPAX) 3.5 37 14.7 1.37 80 1.10 4.4 37 3.3 33 1.23 0.84
0102-Stk-MC AMG Mgers MidCap N (CHTTX) 3.8 47 16.8 1.57 91 1.25 5.4 47 4.0 38 1.28 0.70
0102-Stk-MC AMG Mgrs Brandywine I (BRWIX) 7.0 81 14.7 1.37 80 1.10 9.2 81 8.4 80 1.17 0.77
0102-Stk-MC AMG Mgrs Brdyw Adv Mid Gr (BWAFX) 4.8 55 14.7 1.37 80 1.10 6.2 55 5.2 50 1.16 0.74
0102-Stk-MC Ariel Appreciation Inv (CAAPX) 3.8 40 14.1 1.32 76 1.05 4.7 40 3.7 36 1.15 0.79
0102-Stk-MC Ariel Fund Inv (ARGFX) 4.4 55 16.2 1.51 89 1.21 6.1 55 4.9 47 1.32 0.80
0102-Stk-MC Artisan Mid Cap Inv (ARTMX) 4.4 49 14.7 1.37 80 1.10 5.6 49 4.6 44 1.21 0.81
0102-Stk-MC Artisan Mid Cap Val Inv (ARTQX) 5.7 59 12.6 1.18 63 0.94 6.6 59 5.9 59 1.03 0.79
0102-Stk-MC Ave Maria Grth (AVEGX) 11.5 93 11.1 1.04 47 0.83 Low Cat Risk 11.9 93 11.9 95 0.97 0.91
0102-Stk-MC Ave Maria Values (AVEMX) 7.4 75 12.2 1.14 59 0.91 8.3 75 7.7 75 1.02 0.83
0102-Stk-MC Baird MidCap Inv (BMDSX) 8.5 85 12.3 1.15 60 0.92 9.7 85 9.3 86 1.04 0.85
0102-Stk-MC Baron Asset Retail (BARAX) 8.5 90 13.9 1.30 74 1.04 10.7 90 10.1 90 1.19 0.88
0102-Stk-MC Baron Focused Gr Ret (BFGFX) 7.8 88 14.9 1.39 81 1.11 10.4 88 9.6 88 1.09 0.64
0102-Stk-MC Baron Grth Ret (BGRFX) 7.6 87 14.8 1.38 81 1.10 10.1 87 9.3 86 1.23 0.83
0102-Stk-MC Baron Partners Ret (BPTRX) 7.1 93 18.7 1.75 94 1.40 11.6 93 10.2 90 1.44 0.71
0102-Stk-MC Buffalo Discovery (BUFTX) 7.0 72 12.3 1.15 60 0.92 7.9 72 7.3 72 1.05 0.87
0102-Stk-MC Buffalo Mid Cap (BUFMX) 3.9 39 13.1 1.22 68 0.98 4.6 39 3.7 36 1.08 0.81
0102-Stk-MC Carillon Scout Mid Cap I (UMBMX) 8.8 87 12.7 1.19 64 0.95 10.2 87 9.8 89 1.08 0.87
0102-Stk-MC Champlain MidCp Adv (CIPMX) 12.5 96 11.4 1.07 52 0.85 Low Cat Risk 13.3 96 13.4 97 0.95 0.83
0102-Stk-MC Columbia Acorn Inst (ACRNX) 7.5 88 15.4 1.44 85 1.15 10.3 88 9.4 87 1.30 0.86
0102-Stk-MC Columbia Mid Cap Grth Inst (CLSPX) 5.6 60 13.4 1.25 70 1.00 6.7 60 5.9 59 1.15 0.88
0102-Stk-MC Commerce MidCap Gr (CFAGX) 9.5 84 10.8 1.01 43 0.81 Low Cat Risk 9.6 84 9.3 86 0.94 0.90
0102-Stk-MC CRM Mid Cap Value Inv (CRMMX) 8.0 80 12.4 1.16 62 0.93 9.1 80 8.6 81 1.01 0.80
0102-Stk-MC CRM Sm/Md Cap Val Inv (CRMAX) 6.6 72 13.2 1.23 68 0.99 7.9 72 7.3 72 1.07 0.79
0102-Stk-MC Davenport Eq Opport (DEOPX) 5.9 59 12.1 1.13 59 0.90 6.6 59 6.0 60 0.99 0.79
0102-Stk-MC DF Dent Premier Growth Inv (DFDPX) 9.4 93 13.5 1.26 71 1.01 11.6 93 11.2 93 1.14 0.85
0102-Stk-MC Dreyfus MidCap Idx Inv (PESPX) 6.4 71 13.5 1.26 71 1.01 7.8 71 7.1 70 1.14 0.85
0102-Stk-MC DWS Mid Cap Val S (MIDTX) 2.1 22 12.5 1.17 62 0.93 2.3 22 1.5 15 1.03 0.81
0102-Stk-MC FAM Equity-Income Inv (FAMEX) 11.1 91 10.8 1.01 43 0.81 Low Cat Risk 11.2 91 11.0 93 0.89 0.82
0102-Stk-MC FAM Value Inv (FAMVX) 8.2 77 11.3 1.06 50 0.84 Low Cat Risk 8.6 77 8.2 78 0.98 0.88
0102-Stk-MC Federated MdCp Idx Svc (FMDCX) 6.4 71 13.4 1.25 70 1.00 7.8 71 7.1 70 1.14 0.85
0102-Stk-MC Fidelity Grth Strat (FDEGX) 5.4 49 11.1 1.04 47 0.83 Low Cat Risk 5.6 49 5.1 49 0.98 0.92
0102-Stk-MC Fidelity Leveraged Co Stk (FLVCX) 3.1 33 14.7 1.37 80 1.10 3.8 33 2.7 28 1.22 0.82
0102-Stk-MC Fidelity Low-Priced Stk (FLPSX) 6.0 51 10.2 0.95 39 0.76 Low Cat Risk 5.8 51 5.4 53 0.87 0.87
0102-Stk-MC Fidelity Mid Cap Enhcd Idx (FMEIX) 5.8 57 12.2 1.14 59 0.91 6.5 57 5.8 58 1.05 0.90
0102-Stk-MC Fidelity Mid Cap Value (FSMVX) 2.7 26 12.0 1.12 58 0.90 Low Cat Risk 2.9 26 2.1 23 1.01 0.85
0102-Stk-MC Fidelity Mid-Cap Stk (FMCSX) 8.6 78 10.9 1.02 44 0.81 Low Cat Risk 8.8 78 8.4 80 0.96 0.92
0102-Stk-MC Fidelity Stock Sel Mid Cp (FSSMX) 6.3 67 12.8 1.20 65 0.96 7.3 67 6.7 66 1.11 0.90
0102-Stk-MC Fidelity Value (FDVLX) 3.7 37 13.1 1.22 68 0.98 4.3 37 3.5 34 1.13 0.88
0102-Stk-MC First Eagle Fund of Am Y (FEAFX) -3.1 2 13.9 1.30 74 1.04 -2.2 2 -3.2 2 1.13 0.79
0102-Stk-MC FMI Common Stk (FMIMX) 7.5 74 11.7 1.09 55 0.87 Low Cat Risk 8.2 74 7.7 75 0.92 0.75
0102-Stk-MC GoodHaven (GOODX) 4.5 39 11.0 1.03 46 0.82 Low Cat Risk 4.6 39 4.0 38 0.69 0.46
0102-Stk-MC Harbor Mid Cap Grth Inv (HIMGX) 6.8 87 16.7 1.56 91 1.25 10.1 87 9.0 84 1.32 0.75
0102-Stk-MC Heartland Select Value Inv (HRSVX) 8.0 79 12.0 1.12 58 0.90 Low Cat Risk 8.9 79 8.4 80 0.99 0.82
0102-Stk-MC Hennessy Focus 30 (HFMDX) 0.3 4 13.8 1.29 73 1.03 0.5 4 -0.6 4 1.02 0.64
0102-Stk-MC Hennessy Focus Investor (HFCSX) 4.9 45 11.4 1.07 52 0.85 Low Cat Risk 5.2 45 4.5 42 0.99 0.90
0102-Stk-MC Hodges Retail (HDPMX) 2.5 35 22.3 2.08 96 1.66 4.1 35 1.5 15 1.72 0.71
0102-Stk-MC Janus Henderson Contrarian T (JSVAX) 3.2 33 13.9 1.30 74 1.04 3.8 33 2.9 30 1.10 0.75
0102-Stk-MC Janus Henderson Enterprise T (JAENX) 10.8 94 11.9 1.11 57 0.89 Low Cat Risk 12.0 94 11.8 95 1.01 0.85
0102-Stk-MC Janus Henderson Mid Cap Value T (JMCVX) 5.6 54 11.6 1.08 54 0.87 Low Cat Risk 6.0 54 5.4 53 0.97 0.83
0102-Stk-MC Kinetics Paradigm (WWNPX) 10.2 96 14.8 1.38 81 1.10 13.8 96 13.4 97 0.91 0.46
0102-Stk-MC Leuthold Select Indust (LSLTX) 4.3 43 13.2 1.23 68 0.99 5.0 43 4.1 39 1.14 0.88
0102-Stk-MC Longleaf Partners Sm-Cap (LLSCX) 7.3 67 10.9 1.02 44 0.81 Low Cat Risk 7.4 67 7.0 69 0.80 0.63
0102-Stk-MC Madison Mid-Cap Y (GTSGX) 8.6 77 10.5 0.98 40 0.78 Low Cat Risk 8.5 77 8.3 79 0.90 0.87
0102-Stk-MC Marsico 21st Century (MXXIX) 8.0 85 13.3 1.24 70 0.99 9.7 85 9.1 85 1.07 0.77
0102-Stk-MC Meridian Contrarian Legcy (MVALX) 8.4 91 14.5 1.36 79 1.08 11.0 91 10.4 91 1.20 0.82
0102-Stk-MC Needham Grth Retail (NEEGX) 2.8 28 13.2 1.23 68 0.99 3.2 28 2.4 26 1.02 0.72
0102-Stk-MC Nicholas II I (NCTWX) 7.5 75 12.0 1.12 58 0.90 Low Cat Risk 8.3 75 7.8 76 1.04 0.90
0102-Stk-MC Nicholas II N (NNTWX) 7.3 73 12.0 1.12 58 0.90 Low Cat Risk 8.0 73 7.5 73 1.04 0.90
0102-Stk-MC Northern Mid Cap Idx (NOMIX) 6.7 74 13.5 1.26 71 1.01 8.2 74 7.5 73 1.14 0.85
0102-Stk-MC Nubrgr Ber Mid Cap Int Val Inv (NBRVX) 5.2 57 13.7 1.28 73 1.02 6.4 57 5.4 53 1.13 0.81
0102-Stk-MC Nubrgr Ber MidCp Grth Inv (NMANX) 6.3 73 14.2 1.33 76 1.06 8.0 73 7.2 71 1.22 0.89
0102-Stk-MC Parnassus Mid-Cap (PARMX) 8.4 74 10.3 0.96 40 0.77 Low Cat Risk 8.2 74 7.8 76 0.85 0.81
0102-Stk-MC PRIMECAP Odys Agg Gr (POAGX) 7.8 95 18.6 1.74 94 1.39 12.7 95 11.5 94 1.42 0.70
0102-Stk-MC ProFunds MdCp Val Inv (MLPIX) 5.5 61 14.0 1.31 75 1.04 6.8 61 6.0 60 1.12 0.77
0102-Stk-MC ProFunds Mid Cap Inv (MDPIX) 5.4 57 13.5 1.26 71 1.01 6.5 57 5.7 57 1.14 0.85
0102-Stk-MC ProFunds UltraMid-Cp Inv (UMPIX) 5.8 95 26.9 2.51 97 2.01 13.0 95 9.7 88 2.25 0.85
0102-Stk-MC Prospector Opportunity (POPFX) 8.7 78 10.7 1.00 42 0.80 Low Cat Risk 8.8 78 8.4 80 0.85 0.75
0102-Stk-MC Royce Dividend Value Svc (RYDVX) 5.4 59 13.8 1.29 73 1.03 6.6 59 5.8 58 1.16 0.84
0102-Stk-MC Royce Small/Mid-Cap Premier Svc (RGFAX) 6.2 67 13.0 1.21 67 0.97 7.3 67 6.6 65 1.05 0.77
0102-Stk-MC Russell Inv US Mid Cap Eq S (RMCSX) 5.2 54 12.7 1.19 64 0.95 6.0 54 5.2 50 1.09 0.88
0102-Stk-MC Segall Bryant & Hamill MC Val Div (WTMCX) 3.9 37 12.5 1.17 62 0.93 4.4 37 3.7 36 1.00 0.76
0102-Stk-MC Shelton S&P Md Dir (SPMIX) 6.7 74 13.4 1.25 70 1.00 8.2 74 7.4 73 1.13 0.84
0102-Stk-MC Sit Mid Cap Grth (NBNGX) 4.4 45 13.0 1.21 67 0.97 5.2 45 4.4 42 1.13 0.91
0102-Stk-MC Sit Small Cap Grth (SSMGX) 2.7 29 14.8 1.38 81 1.10 3.4 29 2.2 24 1.26 0.86
0102-Stk-MC Sound Mind Investing (SMIFX) 5.0 48 12.2 1.14 59 0.91 5.5 48 4.8 46 1.67 0.76
0102-Stk-MC Sterling Cap Stratton MidVal Instl (STRGX) 5.0 52 12.9 1.21 66 0.96 5.9 52 5.2 50 1.10 0.86
0102-Stk-MC T. Rowe Price Div Mid Gr (PRDMX) 8.2 84 12.8 1.20 65 0.96 9.6 84 9.1 85 1.11 0.91
0102-Stk-MC T. Rowe Price Ext Mkt Idx (PEXMX) 6.4 74 14.3 1.34 77 1.07 8.2 74 7.3 72 1.20 0.83
0102-Stk-MC T. Rowe Price Mid Gr (RPMGX) 8.5 84 12.1 1.13 59 0.90 9.5 84 9.1 85 1.04 0.89
0102-Stk-MC T. Rowe Price Mid Val (TRMCX) 7.3 72 11.7 1.09 55 0.87 Low Cat Risk 7.9 72 7.4 73 0.94 0.77
0102-Stk-MC T. Rowe Price New Horiz (PRNHX) 10.8 97 14.2 1.33 76 1.06 14.0 97 13.8 98 1.15 0.78
0102-Stk-MC TCW Relative Val Mid Cap N (TGVNX) 4.5 60 17.4 1.63 92 1.30 6.7 60 5.3 51 1.40 0.77
0102-Stk-MC TIAA-CREF MdCpGr Rtl (TCMGX) 5.0 55 14.0 1.31 75 1.04 6.2 55 5.3 51 1.18 0.85
0102-Stk-MC TIAA-CREF MdCpVal Rtl (TCMVX) 3.8 37 12.5 1.17 62 0.93 4.3 37 3.5 34 1.06 0.86
0102-Stk-MC Tocqueville Opportunity (TOPPX) 4.3 69 21.8 2.04 96 1.63 7.7 69 5.4 53 1.56 0.62
0102-Stk-MC US Glb Inv Holmes Gr (MEGAX) 5.7 57 12.4 1.16 62 0.93 6.5 57 5.9 59 0.89 0.61
0102-Stk-MC USAA Extended Market Idx (USMIX) 6.2 71 14.1 1.32 76 1.05 7.8 71 7.0 69 1.18 0.84
0102-Stk-MC Value Line Focused (VLIFX) 11.4 93 10.9 1.02 44 0.81 Low Cat Risk 11.6 93 11.6 95 0.92 0.85
0102-Stk-MC Value Line Premier Grth (VALSX) 9.6 87 11.2 1.05 48 0.84 Low Cat Risk 10.1 87 9.8 89 0.97 0.90
0102-Stk-MC Vanguard Ext Mkt Idx Adm (VEXAX) 6.5 75 14.2 1.33 76 1.06 8.3 75 7.5 73 1.18 0.84
0102-Stk-MC Vanguard Ext Mkt Idx Inv (VEXMX) 6.4 74 14.2 1.33 76 1.06 8.2 74 7.3 72 1.19 0.84
0102-Stk-MC Vanguard MdCp Gr Idx Adm (VMGMX) 6.6 69 12.8 1.20 65 0.96 7.7 69 7.0 69 1.11 0.89
0102-Stk-MC Vanguard MdCp Gr Idx Inv (VMGIX) 6.5 68 12.8 1.20 65 0.96 7.6 68 6.9 68 1.11 0.89
0102-Stk-MC Vanguard MdCp Val Idx Adm (VMVAX) 5.7 57 12.1 1.13 59 0.90 6.4 57 5.7 57 1.04 0.89
0102-Stk-MC Vanguard MdCp Val Idx Inv (VMVIX) 5.6 55 12.1 1.13 59 0.90 6.2 55 5.5 54 1.04 0.89
0102-Stk-MC Vanguard Mid Cap Idx Adm (VIMAX) 6.2 63 12.2 1.14 59 0.91 7.0 63 6.3 62 1.08 0.93
0102-Stk-MC Vanguard Mid Cap Idx Inv (VIMSX) 6.1 61 12.2 1.14 59 0.91 6.8 61 6.2 61 1.08 0.93
0102-Stk-MC Vanguard MidCap Gr Inv (VMGRX) 5.5 59 13.2 1.23 68 0.99 6.6 59 5.8 58 1.12 0.87
0102-Stk-MC Vanguard Selected Val Inv (VASVX) 3.8 39 13.7 1.28 73 1.02 4.6 39 3.7 36 1.12 0.79
0102-Stk-MC Vanguard Strategic Eq Inv (VSEQX) 5.1 59 14.6 1.36 79 1.09 6.6 59 5.7 57 1.21 0.82
0102-Stk-MC Weitz Hickory (WEHIX) 1.5 13 11.6 1.08 54 0.87 Low Cat Risk 1.6 13 0.9 9 0.88 0.69
0103-Stk-SC Small-Cap Stock Category Average 5.7 71 15.7 1.47 86 1.00 7.8 71 6.7 66 1.18 0.00
0103-Stk-SC Adirondack Small Cap (ADKSX) 1.5 14 15.4 1.44 85 0.98 1.7 14 0.4 6 1.14 0.64
0103-Stk-SC Aegis Value (AVALX) 9.1 99 25.0 2.34 97 1.59 19.9 99 18.4 99 0.88 0.15
0103-Stk-SC AmCent Adapt Small Cap Inv (ACMNX) 3.4 33 12.7 1.19 64 0.81 Low Cat Risk 3.8 33 3.0 31 1.10 0.89
0103-Stk-SC AmCent Sm Cap Val Inv (ASVIX) 4.3 55 16.5 1.54 90 1.05 6.1 55 4.8 46 1.26 0.70
0103-Stk-SC AmCent Small Co Inv (ASQIX) 3.7 43 16.1 1.50 88 1.03 5.0 43 3.7 36 1.25 0.72
0103-Stk-SC Amer Beacon SmCp Val Inv (AVPAX) 4.3 54 16.3 1.52 89 1.04 6.0 54 4.8 46 1.23 0.68
0103-Stk-SC Amer Beacon Steph SC Gr Inv (STSGX) 7.7 92 16.6 1.55 90 1.06 11.4 92 10.4 91 1.29 0.72
0103-Stk-SC Amer Century Sml Cap Gr Inv (ANOIX) 7.3 90 16.6 1.55 90 1.06 10.8 90 9.8 89 1.29 0.72
0103-Stk-SC AMG Frontier SmCp Gr I (MSSCX) 6.8 88 17.2 1.61 92 1.10 10.3 88 9.1 85 1.27 0.66
0103-Stk-SC AMG Mgrs Emerging Opps N (MMCFX) 8.0 94 17.2 1.61 92 1.10 12.2 94 11.3 94 1.21 0.59
0103-Stk-SC AMG Mgrs Skyline Special Eq N (SKSEX) 2.6 30 17.0 1.59 92 1.08 3.5 30 2.1 23 1.25 0.64
0103-Stk-SC AMG Mgrs Spec Eq N (MGSEX) 7.2 88 16.1 1.50 88 1.03 10.3 88 9.3 86 1.28 0.76
0103-Stk-SC AMG SouthernSun SmCp N (SSSFX) 2.6 29 16.2 1.51 89 1.03 3.4 29 2.0 22 1.24 0.71
0103-Stk-SC AMG/GW&K US Sm Cp N (ATASX) 5.8 71 15.2 1.42 84 0.97 7.8 71 6.7 66 1.24 0.79
0103-Stk-SC AMG/Riv Small Cap Value N (ARSVX) 8.9 87 12.2 1.14 59 0.78 Low Cat Risk 10.1 87 9.7 88 0.93 0.69
0103-Stk-SC AMG/Riv Small-Mid Value N (ARSMX) 9.8 92 12.7 1.19 64 0.81 Low Cat Risk 11.4 92 11.1 93 1.01 0.76
0103-Stk-SC Artisan Small Cap Inv (ARTSX) 8.2 93 16.2 1.51 89 1.03 11.9 93 11.0 93 1.23 0.69
0103-Stk-SC Auer Growth (AUERX) 1.8 20 16.8 1.57 91 1.07 2.2 20 0.7 7 1.17 0.58
0103-Stk-SC Baron Small Cap Ret (BSCFX) 7.3 86 15.1 1.41 83 0.96 9.8 86 8.9 83 1.27 0.85
0103-Stk-SC Boston Prtnrs SmCp Val II Inv (BPSCX) 4.4 51 14.9 1.39 81 0.95 5.8 51 4.7 45 1.11 0.66
0103-Stk-SC Bridgeway Omni SC Val N (BOSVX) 4.7 64 17.6 1.64 93 1.12 7.1 64 5.7 57 1.19 0.55
0103-Stk-SC Bridgeway Small-Cap Gr (BRSGX) 5.7 77 17.3 1.62 92 1.10 8.5 77 7.2 71 1.32 0.69
0103-Stk-SC Bridgeway Small-Cap Val (BRSVX) 4.9 63 16.6 1.55 90 1.06 7.0 63 5.6 55 1.14 0.56
0103-Stk-SC Bridgeway Ul-Sm Co Mkt (BRSIX) 3.9 49 17.4 1.63 92 1.11 5.6 49 4.2 40 1.17 0.54
0103-Stk-SC Bridgeway Ultra-Small Co (BRUSX) 1.2 10 16.6 1.55 90 1.06 1.3 10 -0.1 5 1.08 0.50
0103-Stk-SC Broadview Opportunity (BVAOX) 4.0 45 14.9 1.39 81 0.95 5.2 45 4.1 39 1.20 0.78
0103-Stk-SC Brown Advisory SC Fd'l Val Inv (BIAUX) 5.4 59 13.5 1.26 71 0.86 Low Cat Risk 6.6 59 5.8 58 1.02 0.67
0103-Stk-SC Brown Advisory SC Gr Inv (BIASX) 6.3 69 13.4 1.25 70 0.85 Low Cat Risk 7.7 69 6.9 68 1.09 0.79
0103-Stk-SC Brown Cap'l Mgmt SmCo Inv (BCSIX) 7.7 95 18.9 1.77 94 1.20 12.7 95 11.5 94 1.37 0.64
0103-Stk-SC Buffalo Emerging Opp (BUFOX) 7.9 92 16.2 1.51 89 1.03 11.5 92 10.7 92 1.12 0.57
0103-Stk-SC Buffalo Small Cap (BUFSX) 6.2 84 17.8 1.66 93 1.13 9.6 84 8.3 79 1.34 0.69
0103-Stk-SC Cambiar Small Cap Inv (CAMSX) 2.6 30 16.5 1.54 90 1.05 3.5 30 2.1 23 1.19 0.63
0103-Stk-SC Carillon Scout Small Cap I (UMBHX) 8.6 95 16.9 1.58 91 1.08 13.0 95 12.0 95 1.36 0.78
0103-Stk-SC Columbia Acorn USA Inst (AUSAX) 7.3 90 16.4 1.53 90 1.04 10.7 90 9.7 88 1.29 0.74
0103-Stk-SC Columbia Sm Cap Grth I Inst (CMSCX) 9.0 96 16.4 1.53 90 1.04 13.2 96 12.4 96 1.29 0.74
0103-Stk-SC Conestoga Small Cap Inv (CCASX) 9.8 97 16.2 1.51 89 1.03 14.3 97 13.8 98 1.20 0.66
0103-Stk-SC Congress SmCp Growth Retail (CSMVX) 6.6 84 16.6 1.55 90 1.06 9.6 84 8.5 81 1.26 0.70
0103-Stk-SC CornerCap SmCp Val Inv (CSCVX) 4.8 57 15.4 1.44 85 0.98 6.5 57 5.5 54 1.09 0.60
0103-Stk-SC Crawford Div Oppor (CDOFX) 8.9 89 12.9 1.21 66 0.82 Low Cat Risk 10.6 89 10.1 90 1.00 0.72
0103-Stk-SC CRM Small Cap Value Inv (CRMSX) 5.5 67 15.0 1.40 82 0.96 7.3 67 6.4 63 1.14 0.69
0103-Stk-SC Dean Small Cap Value (DASCX) 5.0 57 14.7 1.37 80 0.94 6.5 57 5.5 54 1.06 0.62
0103-Stk-SC Delafield (DEFIX) 3.4 37 15.5 1.45 86 0.99 4.4 37 3.3 33 1.18 0.69
0103-Stk-SC Dreyfus Opport Small Cap (DSCVX) 4.3 61 18.9 1.77 94 1.20 6.8 61 5.2 50 1.44 0.69
0103-Stk-SC Dreyfus Sm Cap Stk Indx (DISSX) 6.9 86 16.2 1.51 89 1.03 9.8 86 8.8 82 1.23 0.69
0103-Stk-SC DWS Small Cap Grth S (SSDSX) 4.2 52 16.4 1.53 90 1.04 5.9 52 4.5 42 1.37 0.83
0103-Stk-SC FAM Small Cap Investor (FAMFX) 5.6 57 12.7 1.19 64 0.81 Low Cat Risk 6.5 57 5.8 58 0.86 0.55
0103-Stk-SC Fidelity Event Driven Opportunities (FARNX) 4.5 51 14.6 1.36 79 0.93 5.8 51 4.7 45 1.07 0.64
0103-Stk-SC Fidelity Series SmCp Opp (FSOPX) 5.4 61 14.2 1.33 76 0.90 Low Cat Risk 6.8 61 6.0 60 1.14 0.78
0103-Stk-SC Fidelity Sm Cp Enh Idx (FCPEX) 4.2 51 16.0 1.50 88 1.02 5.8 51 4.6 44 1.19 0.67
0103-Stk-SC Fidelity Small Cap Grth (FCPGX) 8.3 93 15.5 1.45 86 0.99 11.6 93 10.9 92 1.23 0.75
0103-Stk-SC Fidelity Small Cap Stk (FSLCX) 4.4 45 13.2 1.23 68 0.84 Low Cat Risk 5.2 45 4.3 40 1.08 0.79
0103-Stk-SC Fidelity Small Cap Value (FCPVX) 4.9 49 12.6 1.18 63 0.80 Low Cat Risk 5.6 49 4.9 47 0.96 0.70
0103-Stk-SC Fidelity SmCp Discovery (FSCRX) 3.9 40 13.5 1.26 71 0.86 Low Cat Risk 4.7 40 3.8 37 1.01 0.67
0103-Stk-SC Fidelity Stk Sel Sm Cap (FDSCX) 5.2 59 14.4 1.35 78 0.92 6.6 59 5.6 55 1.16 0.78
0103-Stk-SC Foundry Fdmtl SmCp Val Inv (DRSVX) 4.5 52 15.0 1.40 82 0.96 5.9 52 4.8 46 1.14 0.69
0103-Stk-SC Gabelli Sm Cp Grth AAA (GABSX) 5.4 57 13.0 1.21 67 0.83 Low Cat Risk 6.4 57 5.7 57 1.07 0.82
0103-Stk-SC GuideMark Sm/Mid Core Svc (GMSMX) 5.9 68 14.3 1.34 77 0.91 7.6 68 6.7 66 1.15 0.78
0103-Stk-SC Hancock Horiz SmallCap Inv (HHBUX) 3.9 46 16.1 1.50 88 1.03 5.3 46 4.0 38 1.22 0.68
0103-Stk-SC Hartford Schroder SmallCap I (SCUIX) 6.4 68 12.9 1.21 66 0.82 Low Cat Risk 7.6 68 6.8 67 1.07 0.81
0103-Stk-SC Heartland Value Inv (HRTVX) 3.6 37 13.5 1.26 71 0.86 Low Cat Risk 4.3 37 3.4 34 0.87 0.50
0103-Stk-SC Heartland Value Plus Inv (HRVIX) 5.3 71 17.1 1.60 92 1.09 7.8 71 6.5 64 1.19 0.58
0103-Stk-SC Hennessy Crnrst Gr Inv (HFCGX) 0.9 6 14.8 1.38 81 0.94 1.0 6 -0.2 5 1.06 0.62
0103-Stk-SC Hodges Small Cap Retail (HDPSX) 2.6 31 17.7 1.65 93 1.13 3.6 31 2.0 22 1.37 0.72
0103-Stk-SC Homestead Small Co Stk (HSCSX) 0.5 5 16.3 1.52 89 1.04 0.7 5 -0.6 4 1.23 0.68
0103-Stk-SC Invesco SmCap Gr Inv (GTSIX) 6.6 79 15.4 1.44 85 0.98 9.0 79 8.1 78 1.28 0.83
0103-Stk-SC James Small Cap (JASCX) -2.1 2 15.7 1.47 86 1.00 -1.1 2 -2.4 2 1.14 0.62
0103-Stk-SC Janus Henderson Sm Cap Val T (JSCVX) 6.9 71 12.3 1.15 60 0.78 Low Cat Risk 7.8 71 7.2 71 0.94 0.68
0103-Stk-SC Janus Henderson Triton T (JATTX) 8.1 89 14.3 1.34 77 0.91 10.6 89 9.9 89 1.20 0.85
0103-Stk-SC Janus Henderson Venture T (JAVTX) 6.2 75 14.9 1.39 81 0.95 8.3 75 7.4 73 1.22 0.80
0103-Stk-SC Kinetics Small Cap Opprt (KSCOX) 12.7 98 13.8 1.29 73 0.88 Low Cat Risk 16.2 98 16.3 98 0.83 0.43
0103-Stk-SC Laudus SmCp MktMasters Inv (SWOSX) 3.5 41 16.3 1.52 89 1.04 4.8 41 3.5 34 1.31 0.77
0103-Stk-SC Lazard US Sm-MdCp Eq Open (LZCOX) 4.3 47 14.2 1.33 76 0.90 Low Cat Risk 5.4 47 4.5 42 1.17 0.80
0103-Stk-SC Litman Gregory Ms Smlr Co Instl (MSSFX) 5.9 69 14.7 1.37 80 0.94 7.7 69 6.7 66 1.12 0.70
0103-Stk-SC LKCM Small Cap Eq Instl (LKSCX) 5.3 68 16.2 1.51 89 1.03 7.6 68 6.4 63 1.29 0.76
0103-Stk-SC Loomis Sayles Sm Gr Retl (LCGRX) 7.8 91 15.9 1.49 87 1.01 11.0 91 10.1 90 1.27 0.77
0103-Stk-SC Loomis Sayles SmCp Val Retl (LSCRX) 4.4 52 15.3 1.43 84 0.97 5.9 52 4.8 46 1.20 0.73
0103-Stk-SC Madison Small Cap Y (MYSVX) 3.3 37 16.0 1.50 88 1.02 4.4 37 3.2 32 1.18 0.65
0103-Stk-SC Meridian Grth Legacy (MERDX) 8.8 91 14.1 1.32 76 0.90 Low Cat Risk 11.3 91 10.7 92 1.13 0.77
0103-Stk-SC Nationwide Bailard Cogntv Val M (NWHFX) 3.1 33 14.7 1.37 80 0.94 3.8 33 2.8 29 1.00 0.55
0103-Stk-SC Neuberger Berman Genesis Tr (NBGEX) 7.3 79 13.5 1.26 71 0.86 Low Cat Risk 9.0 79 8.3 79 1.10 0.79
0103-Stk-SC Nicholas Ltd Edition I (NCLEX) 8.7 88 13.0 1.21 67 0.83 Low Cat Risk 10.4 88 10.0 90 1.05 0.77
0103-Stk-SC Northern Small Cap Core (NSGRX) 6.0 72 14.9 1.39 81 0.95 7.9 72 7.0 69 1.17 0.74
0103-Stk-SC Northern Small Cap Idx (NSIDX) 5.9 75 16.0 1.50 88 1.02 8.3 75 7.2 71 1.26 0.74
0103-Stk-SC Northern Small Cap Value (NOSGX) 4.9 57 15.1 1.41 83 0.96 6.5 57 5.5 54 1.12 0.65
0103-Stk-SC Nubrgr Ber Genesis Inv (NBGNX) 7.3 79 13.5 1.26 71 0.86 Low Cat Risk 9.0 79 8.4 80 1.10 0.79
0103-Stk-SC Nubrgr Ber SmCp Grth Inv (NBMIX) 9.1 96 16.4 1.53 90 1.04 13.4 96 12.8 96 1.21 0.65
0103-Stk-SC Oberweis Micro-Cap (OBMCX) 7.9 95 18.3 1.71 94 1.17 12.8 95 11.8 95 1.34 0.65
0103-Stk-SC Paradigm Value (PVFAX) 7.6 87 14.8 1.38 81 0.94 10.1 87 9.4 87 1.10 0.66
0103-Stk-SC Pear Tree Polaris SmCp Ord (USBNX) 4.4 51 15.2 1.42 84 0.97 5.8 51 4.7 45 1.15 0.69
0103-Stk-SC Perritt MicroCap Opprt Inv (PRCGX) 3.5 40 15.7 1.47 86 1.00 4.7 40 3.5 34 0.99 0.48
0103-Stk-SC Perritt Ultra MicroCap (PREOX) 3.8 37 12.7 1.19 64 0.81 Low Cat Risk 4.3 37 3.5 34 0.86 0.54
0103-Stk-SC Pinnacle Value (PVFIX) 1.4 10 9.4 0.88 34 0.60 Low Cat Risk 1.3 10 0.9 9 0.56 0.42
0103-Stk-SC ProFunds Small Cap Inv (SLPIX) 4.7 57 15.9 1.49 87 1.01 6.5 57 5.2 50 1.25 0.74
0103-Stk-SC ProFunds Small Cap Value Inv (SVPIX) 5.4 69 16.4 1.53 90 1.04 7.7 69 6.6 65 1.20 0.64
0103-Stk-SC ProFunds Ultra SmCp Inv (UAPIX) 5.2 96 32.0 2.99 98 2.04 13.3 96 8.4 80 2.49 0.73
0103-Stk-SC Queens Road SmCp Val (QRSVX) 5.4 46 10.3 0.96 40 0.66 Low Cat Risk 5.3 46 4.9 47 0.74 0.61
0103-Stk-SC RBC Microcap Value S (RMVIX) 4.9 57 15.0 1.40 82 0.96 6.5 57 5.5 54 0.94 0.46
0103-Stk-SC RBC Small Cap Core S (RCSIX) 2.3 27 18.5 1.73 94 1.18 3.1 27 1.4 14 1.38 0.66
0103-Stk-SC Royce Low Priced Stk Svc (RYLPX) 4.4 54 15.8 1.48 87 1.01 6.0 54 4.9 47 1.10 0.59
0103-Stk-SC Royce Micro-Cap Invt (RYOTX) 4.4 52 15.4 1.44 85 0.98 5.9 52 4.7 45 1.05 0.55
0103-Stk-SC Royce Micro-Cap Svc (RMCFX) 4.2 49 15.4 1.44 85 0.98 5.6 49 4.6 44 1.05 0.56
0103-Stk-SC Royce Opportunity Invt (RYPNX) 6.1 84 17.9 1.67 93 1.14 9.5 84 8.2 78 1.34 0.67
0103-Stk-SC Royce Opportunity Svc (RYOFX) 5.9 81 17.9 1.67 93 1.14 9.2 81 7.9 77 1.33 0.66
0103-Stk-SC Royce PA Mutual Invt (PENNX) 7.9 89 14.9 1.39 81 0.95 10.6 89 9.9 89 1.15 0.71
0103-Stk-SC Royce PA Mutual Svc (RYPFX) 7.7 88 14.9 1.39 81 0.95 10.3 88 9.5 87 1.14 0.70
0103-Stk-SC Royce Premier Invt (RYPRX) 8.6 92 14.6 1.36 79 0.93 11.4 92 10.9 92 1.22 0.85
0103-Stk-SC Royce SC Value Svc (RYVFX) 5.0 61 15.6 1.46 86 0.99 6.8 61 5.7 57 0.96 0.45
0103-Stk-SC Royce Small Co Grth Svc (RYVPX) 4.4 55 16.7 1.56 91 1.06 6.2 55 4.9 47 1.22 0.64
0103-Stk-SC Royce SmCp Leaders Svc (RYOHX) 5.6 67 15.1 1.41 83 0.96 7.4 67 6.4 63 1.11 0.65
0103-Stk-SC Royce Special Equity Invt (RYSEX) 7.6 81 13.4 1.25 70 0.85 Low Cat Risk 9.2 81 8.7 82 0.85 0.48
0103-Stk-SC Royce Total Return Invt (RYTRX) 6.9 76 13.5 1.26 71 0.86 Low Cat Risk 8.4 76 7.7 75 1.03 0.70
0103-Stk-SC Royce Total Return Svc (RYTFX) 6.7 74 13.5 1.26 71 0.86 Low Cat Risk 8.2 74 7.4 73 1.04 0.70
0103-Stk-SC Russell Inv US Small Cap Eq S (RLESX) 5.9 72 15.2 1.42 84 0.97 7.9 72 6.9 68 1.20 0.74
0103-Stk-SC Russell Tx-Mg US Mid & SC S (RTSSX) 5.8 64 13.6 1.27 72 0.87 Low Cat Risk 7.1 64 6.3 62 1.13 0.82
0103-Stk-SC Rydex Rus 2000 1.5x Str H (RYMKX) 5.2 88 23.9 2.23 97 1.52 10.3 88 7.6 74 1.88 0.74
0103-Stk-SC Rydex Rus 2000 2x Str H (RYRSX) 5.1 96 31.9 2.98 98 2.03 13.2 96 8.3 79 2.48 0.73
0103-Stk-SC SA US Small Co Inv (SAUMX) 5.2 63 15.3 1.43 84 0.97 7.0 63 5.9 59 1.17 0.70
0103-Stk-SC Schneider Small Cap Val (SCMVX) 4.4 88 29.9 2.79 98 1.90 10.4 88 6.2 61 1.79 0.43
0103-Stk-SC Schwab Fdmtl US Sm Co Idx (SFSNX) 6.0 71 14.5 1.36 79 0.92 7.8 71 6.9 68 1.16 0.76
0103-Stk-SC Schwab Small Cap Idx (SWSSX) 6.0 76 16.0 1.50 88 1.02 8.4 76 7.4 73 1.25 0.74
0103-Stk-SC Schwab Small-Cap Equity (SWSCX) 5.2 65 15.8 1.48 87 1.01 7.2 65 6.1 61 1.21 0.70
0103-Stk-SC Segall Bryant & Hamill SC Val Div (WTSVX) 3.3 37 15.5 1.45 86 0.99 4.3 37 3.1 32 1.08 0.59
0103-Stk-SC SSgA Dynamic Small Cap N (SVSCX) 4.6 54 14.8 1.38 81 0.94 6.0 54 4.9 47 1.14 0.71
0103-Stk-SC Sterling Cap Stratton SmVal Instl (STSCX) 5.7 68 15.1 1.41 83 0.96 7.6 68 6.6 65 1.21 0.77
0103-Stk-SC Steward S-Md Cap Eh Idx Indiv (TRDFX) 5.9 73 15.3 1.43 84 0.97 8.0 73 7.0 69 1.22 0.76
0103-Stk-SC T. Rowe Price Sm Stk (OTCFX) 8.2 88 13.8 1.29 73 0.88 Low Cat Risk 10.3 88 9.7 88 1.10 0.76
0103-Stk-SC T. Rowe Price Sm Val (PRSVX) 7.4 84 14.3 1.34 77 0.91 9.6 84 8.9 83 1.10 0.71
0103-Stk-SC T. Rowe Price US SmCp Gr Eq (PRDSX) 6.9 79 14.3 1.34 77 0.91 8.9 79 8.1 78 1.22 0.87
0103-Stk-SC TCM Small Cap Growth (TCMSX) 8.3 93 15.5 1.45 86 0.99 11.6 93 10.9 92 1.21 0.72
0103-Stk-SC TETON Wstwd Mgty Mts AAA (WEMMX) 6.3 67 12.8 1.20 65 0.82 Low Cat Risk 7.3 67 6.7 66 0.92 0.61
0103-Stk-SC TIAA-CREF Quant SmCp Equity Rtl (TCSEX) 5.4 67 15.6 1.46 86 0.99 7.4 67 6.4 63 1.23 0.75
0103-Stk-SC Tocqueville Select (TSELX) 1.5 16 17.9 1.67 93 1.14 1.8 16 0.1 5 1.30 0.63
0103-Stk-SC USAA Small Cap Stk (USCAX) 4.9 60 15.8 1.48 87 1.01 6.7 60 5.6 55 1.23 0.72
0103-Stk-SC Value Line SmCp Opprt Inv (VLEOX) 7.9 80 12.6 1.18 63 0.80 Low Cat Risk 9.1 80 8.6 81 1.04 0.81
0103-Stk-SC Vanguard Expl Val Inv (VEVFX) 5.4 61 14.4 1.35 78 0.92 6.8 61 5.9 59 1.12 0.72
0103-Stk-SC Vanguard Explorer Inv (VEXPX) 8.2 91 15.0 1.40 82 0.96 11.2 91 10.4 91 1.24 0.82
0103-Stk-SC Vanguard SmCp Eq Inv (VSTCX) 4.8 59 16.0 1.50 88 1.02 6.6 59 5.4 53 1.26 0.73
0103-Stk-SC Vanguard SmCp Gr Idx Adm (VSGAX) 6.9 81 14.9 1.39 81 0.95 9.2 81 8.3 79 1.23 0.82
0103-Stk-SC Vanguard SmCp Gr Idx Inv (VISGX) 6.9 80 14.9 1.39 81 0.95 9.1 80 8.2 78 1.23 0.82
0103-Stk-SC Vanguard SmCp Idx Adm (VSMAX) 6.6 76 14.3 1.34 77 0.91 Low Cat Risk 8.4 76 7.6 74 1.18 0.82
0103-Stk-SC Vanguard SmCp Idx Inv (NAESX) 6.5 75 14.3 1.34 77 0.91 Low Cat Risk 8.3 75 7.5 73 1.18 0.82
0103-Stk-SC Vanguard SmCp Val Idx Adm (VSIAX) 6.1 71 14.2 1.33 76 0.90 Low Cat Risk 7.8 71 6.9 68 1.14 0.77
0103-Stk-SC Vanguard SmCp Val Idx Inv (VISVX) 6.0 69 14.2 1.33 76 0.90 Low Cat Risk 7.7 69 6.8 67 1.14 0.77
0103-Stk-SC Vanguard Tax-Mgd SmCp Adm (VTMSX) 7.1 87 16.1 1.50 88 1.03 10.1 87 9.1 85 1.22 0.69
0103-Stk-SC Vulcan Value Ptnrs SmCp (VVPSX) 4.3 43 13.1 1.22 68 0.83 Low Cat Risk 5.0 43 4.3 40 0.94 0.61
0103-Stk-SC Walthausen SmCp Value (WSCVX) 4.5 63 18.3 1.71 94 1.17 7.0 63 5.4 53 1.28 0.59
0103-Stk-SC Wasatch Core Grth (WGROX) 7.9 88 14.6 1.36 79 0.93 10.4 88 9.8 89 1.18 0.78
0103-Stk-SC Wasatch Micro Cap (WMICX) 9.8 97 17.2 1.61 92 1.10 15.1 97 14.5 98 1.21 0.59
0103-Stk-SC Wasatch MicroCap Val (WAMVX) 8.2 84 12.6 1.18 63 0.80 Low Cat Risk 9.5 84 9.0 84 0.95 0.68
0103-Stk-SC Wasatch SmCp Grth Inv (WAAEX) 7.4 89 16.1 1.50 88 1.03 10.6 89 9.7 88 1.24 0.71
0103-Stk-SC Wasatch SmCp Value (WMCVX) 7.7 85 14.0 1.31 75 0.89 Low Cat Risk 9.7 85 9.0 84 1.09 0.73
0103-Stk-SC Wasatch Ultra Grth (WAMCX) 10.3 98 18.4 1.72 94 1.17 16.9 98 16.2 98 1.32 0.62
0103-Stk-SC WesMark Small Co Grth (WMKSX) 3.1 35 15.8 1.48 87 1.01 4.1 35 2.8 29 1.28 0.79
0103-Stk-SC William Blair SmCp Val N (WBVDX) 4.2 49 15.4 1.44 85 0.98 5.6 49 4.5 42 1.14 0.66
0103-Stk-SC WPG Prtnrs Sm/Micro Val (WPGTX) 1.2 8 17.5 1.64 93 1.11 1.2 8 -0.4 4 1.34 0.70
0104-LS Long-Short Category Average 1.0 6 5.9 0.55 25 1.00 1.0 6 0.8 8 0.30 0.00
0104-LS AC Alts Eq Mkt Neutral Inv (ALHIX) 1.0 6 3.5 0.33 16 0.59 1.0 6 0.9 9 -0.08 0.00
0104-LS AC Alts Mkt Neutral Val Inv (ACVVX) 1.0 5 2.6 0.24 8 0.44 Low Cat Risk 0.8 5 0.7 7 0.12 0.02
0104-LS AQR Divers Arbitrg N (ADANX) 15.0 42 2.9 0.27 11 0.49 4.9 42 4.9 47 -0.25 0.06
0104-LS Arbitrage R (ARBFX) 10.1 25 1.8 0.17 4 0.31 Low Cat Risk 2.6 25 2.6 28 0.05 0.01
0104-LS Bridgeway Mgd Volatility (BRBPX) 3.4 20 4.9 0.46 22 0.83 2.2 20 2.0 22 0.41 0.82
0104-LS Caldwell & Orkin Mkt Opp (COAGX) -6.0 1 7.8 0.73 30 1.32 -8.5 1 -8.6 1 0.37 0.26
0104-LS Forester Value N (FVALX) -0.1 2 4.2 0.39 20 0.71 -1.8 2 -1.9 3 0.08 0.04
0104-LS FundX Tactical Upgrader (TACTX) 11.6 71 6.8 0.64 27 1.15 7.8 71 7.8 76 0.25 0.16
0104-LS Gabelli ABC AAA (GABCX) 5.9 16 1.6 0.15 4 0.27 Low Cat Risk 1.8 16 1.8 19 -0.06 0.01
0104-LS Glenmede Secured Options (GTSOX) 3.1 23 7.7 0.72 30 1.31 2.5 23 2.2 24 0.58 0.67
0104-LS Guggenheim Lg-Sh Eq P (RYSRX) 0.6 4 8.5 0.79 32 1.44 0.5 4 0.1 5 0.67 0.75
0104-LS Guggenheim Mgd Ftrs Str P (RYMFX) -4.6 1 9.4 0.88 34 1.59 -5.3 1 -5.6 1 0.65 0.43
0104-LS Guggenheim Multi-Hdg Strat P (RYMSX) 0.5 3 3.7 0.35 18 0.63 -0.5 3 -0.6 4 0.32 0.28
0104-LS Hussman Strategic Grth (HSGFX) -4.0 1 8.2 0.77 31 1.39 -5.5 1 -5.7 1 0.30 0.01
0104-LS Madison CovCall Eq Inc Y (MENYX) 4.2 28 7.3 0.68 29 1.24 3.2 28 3.0 31 0.61 0.80
0104-LS Merger Inv (MERFX) 12.6 36 2.9 0.27 11 0.49 Low Cat Risk 4.2 36 4.2 40 -0.14 0.02
0104-LS RiverPark Lg/Sh Opp Ret (RLSFX) 5.6 51 11.0 1.03 46 1.86 5.8 51 5.3 51 0.81 0.65
0104-LS Toews Tactical Monument (THLGX) 3.8 29 9.0 0.84 33 1.53 3.4 29 2.9 30 0.59 0.52
0104-LS Toews Tactical Opportunity (THSMX) -0.6 2 9.0 0.84 33 1.53 -0.8 2 -1.3 3 0.52 0.40
0105-Conta Contra Stock Market Category Average -22.0 0 17.9 1.67 93 1.00 -12.7 0 -13.3 0 -2.84 0.00
0105-Conta Access Flex Bear Hi Yld Inv (AFBIX) -1.9 1 4.2 0.39 20 0.23 Low Cat Risk -6.5 1 -6.4 1 -0.59 0.17
0105-Conta Grizzly Short (GRZZX) -14.7 0 13.4 1.25 70 0.75 -11.5 0 -11.7 0 -1.06 0.77
0105-Conta ProFunds Bear Inv (BRPIX) -9.7 0 10.9 1.02 44 0.61 Low Cat Risk -9.5 0 -9.6 0 -0.98 1.00
0105-Conta ProFunds Risg Rate 10 Inv (RTPIX) 0.0 2 5.5 0.51 24 0.31 Low Cat Risk -1.1 2 -1.3 3 -1.79 0.88
0105-Conta ProFunds Rising Opprt Inv (RRPIX) -5.1 1 14.0 1.31 75 0.78 -3.6 1 -4.5 1 -4.52 0.88
0105-Conta ProFunds Sh NASDAQ-100 Inv (SOPIX) -17.5 0 13.7 1.28 73 0.77 -13.3 0 -13.3 0 -1.08 0.76
0105-Conta ProFunds Short OilGas Inv (SNPIX) -6.1 1 19.5 1.82 95 1.09 -2.9 1 -4.6 1 1.10 0.46
0105-Conta ProFunds Short RealEst Inv (SRPIX) -6.4 1 12.3 1.15 60 0.69 -5.4 1 -6.0 1 -25.31 0.03
0105-Conta ProFunds Short SmCp Inv (SHPIX) -14.2 0 16.2 1.51 89 0.91 -9.0 0 -9.8 0 -1.27 0.75
0105-Conta ProFunds UltraBear Inv (URPIX) -38.9 0 21.3 1.99 95 1.19 -19.0 0 -19.2 0 -1.93 1.00
0105-Conta ProFunds UltraSht Emkt Inv (UVPIX) -70.7 0 31.0 2.90 98 1.73 -23.6 0 -25.1 0 -1.73 0.38
0105-Conta ProFunds UltraSht NSDQ Inv (USPIX) -69.1 0 27.0 2.52 97 1.51 -26.6 0 -26.4 0 -2.14 0.76
0105-Conta ProFunds UltSht SmCap Inv (UCPIX) -54.1 0 32.5 3.04 98 1.82 -17.0 0 -19.9 0 -2.56 0.75
0105-Conta Rydex Inv Dow 2x Str H (RYCWX) -54.0 0 22.0 2.06 96 1.23 -25.7 0 -24.7 0 -1.92 0.92
0105-Conta Rydex Inv Gov Lg Bd Str Inv (RYJUX) -2.4 2 11.4 1.07 52 0.64 Low Cat Risk -2.2 2 -2.8 2 -3.68 0.87
0105-Conta Rydex Inv NQ100 2X Str H (RYVNX) -68.3 0 27.1 2.53 97 1.51 -26.3 0 -26.1 0 -2.14 0.76
0105-Conta Rydex Inv NQ100 Str Inv (RYAIX) -16.3 0 13.7 1.28 73 0.77 -12.5 0 -12.7 0 -1.08 0.75
0105-Conta Rydex Inv Rus 2000 2x Str H (RYIRX) -51.5 0 32.5 3.04 98 1.82 -16.2 0 -19.2 0 -2.56 0.75
0105-Conta Rydex Inv Rus2000 Str H (RYSHX) -12.6 1 16.3 1.52 89 0.91 -7.9 1 -8.8 1 -1.28 0.75
0105-Conta Rydex Inv S&P 500 2x Str H (RYTPX) -38.6 0 21.4 2.00 96 1.20 -18.7 0 -19.1 0 -1.94 1.00
0105-Conta Rydex Inv S&P 500 Str Inv (RYURX) -8.9 1 10.8 1.01 43 0.60 Low Cat Risk -8.8 1 -8.9 1 -0.98 1.00
0201-Sec-Com Communications Sector Category Average 4.8 54 14.1 1.32 76 1.00 6.0 54 5.0 48 0.87 0.00
0201-Sec-Com Fidelity Sel Telecommun (FSTCX) 4.9 46 11.9 1.11 57 0.84 5.3 46 4.7 45 0.66 0.35
0201-Sec-Com Fidelity Sel Wireless (FWRLX) 8.7 80 11.3 1.06 50 0.80 9.1 80 8.8 82 0.82 0.60
0201-Sec-Com Gabelli Glbl Cont&Conn AAA (GABTX) 1.4 12 10.7 1.00 42 0.76 Low Cat Risk 1.4 12 0.8 8 0.80 0.63
0201-Sec-Com ProFunds Telcm UltSec Inv (TCPIX) 1.4 14 23.5 2.20 97 1.67 1.7 14 -1.0 3 1.01 0.22
0201-Sec-Com T. Rowe Price Comm&Tech (PRMTX) 10.0 94 13.4 1.25 70 0.95 12.2 94 11.9 95 1.09 0.74
0202-Sec-C-Dis Consumer Discretionary Sector Category Average 5.2 60 14.5 1.36 79 1.00 6.7 60 5.8 58 1.10 0.00
0202-Sec-C-Dis Fidelity Sel Automotive (FSAVX) 1.5 16 17.0 1.59 92 1.17 1.8 16 0.3 6 1.27 0.63
0202-Sec-C-Dis Fidelity Sel Communication Svcs (FBMPX) 5.7 60 12.9 1.21 66 0.89 6.7 60 6.0 60 0.85 0.49
0202-Sec-C-Dis Fidelity Sel Constr & Hous (FSHOX) 3.7 42 15.7 1.47 86 1.08 4.9 42 3.8 37 1.20 0.66
0202-Sec-C-Dis Fidelity Sel Consumer Disc (FSCPX) 7.3 77 13.0 1.21 67 0.90 8.6 77 8.0 78 1.08 0.78
0202-Sec-C-Dis Fidelity Sel Leisure (FDLSX) 7.8 79 12.3 1.15 60 0.85 Low Cat Risk 8.9 79 8.4 80 0.84 0.52
0202-Sec-C-Dis Fidelity Sel Retailing (FSRPX) 9.1 93 14.1 1.32 76 0.97 11.6 93 11.1 93 1.12 0.72
0202-Sec-C-Dis ICON Consumer Discret S (ICCCX) -1.0 2 11.7 1.09 55 0.81 Low Cat Risk -0.8 2 -1.6 3 0.82 0.55
0202-Sec-C-Dis ProFunds Cnsm Serv UltSec Inv (CYPIX) 6.9 93 19.5 1.82 95 1.34 11.8 93 10.3 91 1.63 0.84
0203-Sec-C-Stp Consumer Staples Sector Category Average 1.0 6 10.6 0.99 41 1.00 1.0 6 0.4 6 0.56 0.00
0203-Sec-C-Stp Fidelity Sel Consum Stpls (FDFAX) -0.4 3 11.3 1.06 50 1.07 -0.4 3 -1.0 3 0.64 0.36
0203-Sec-C-Stp ICON Consumer Staples S (ICLEX) 1.3 10 10.1 0.94 38 0.95 1.3 10 0.7 7 0.55 0.33
0203-Sec-C-Stp Rydex Consumer Prod Inv (RYCIX) 2.0 17 10.3 0.96 40 0.97 1.9 17 1.4 14 0.52 0.29
0204-Sec-E Energy Sector Category Average -8.3 1 24.7 2.31 97 1.00 -3.0 1 -5.8 1 1.37 0.00
0204-Sec-E Fidelity Sel Energy (FSENX) 1.4 16 22.8 2.13 96 0.92 1.8 16 -0.8 4 1.21 0.32
0204-Sec-E Fidelity Sel Energy Svc (FSESX) -27.1 0 29.6 2.77 98 1.20 -9.1 0 -12.7 0 1.65 0.35
0204-Sec-E Fidelity Sel Natural Gas (FSNGX) 0.8 6 25.9 2.42 97 1.05 1.0 6 -2.3 2 1.37 0.32
0204-Sec-E Fidelity Sel Natural Res (FNARX) 1.3 13 20.6 1.93 95 0.83 Low Cat Risk 1.6 13 -0.5 4 1.15 0.35
0204-Sec-E Guinness Atkinson Alt Engy (GAAEX) -7.3 1 16.9 1.58 91 0.68 Low Cat Risk -4.2 1 -5.5 1 1.15 0.62
0204-Sec-E Guinness Atkinson Glb Energy (GAGEX) 2.0 26 21.2 1.98 95 0.86 2.9 26 0.6 6 1.20 0.36
0204-Sec-E ICON Energy S (ICENX) -6.3 2 21.3 1.99 95 0.86 -2.6 2 -4.7 1 1.12 0.31
0204-Sec-E Invesco Energy Inv (FSTEX) -8.3 1 24.5 2.29 97 0.99 -3.0 1 -5.8 1 1.31 0.32
0204-Sec-E ProFunds Oil Eq Svc & Dist Inv (OEPIX) -63.7 0 37.0 3.46 99 1.50 -17.6 0 -22.3 0 2.10 0.36
0204-Sec-E ProFunds Ultra Oil & Gas Inv (ENPIX) -1.2 3 28.9 2.70 98 1.17 0.2 3 -3.9 2 1.63 0.38
0204-Sec-E Rydex Energy Inv (RYEIX) -1.6 3 23.7 2.21 97 0.96 -0.1 3 -2.8 2 1.32 0.35
0204-Sec-E Rydex Energy Services Inv (RYVIX) -46.9 0 31.9 2.98 98 1.29 -15.0 0 -18.3 0 1.67 0.31
0204-Sec-E Vanguard Energy Inv (VGENX) 3.9 51 17.5 1.64 93 0.71 Low Cat Risk 5.8 51 4.3 40 1.04 0.40
0205-Sec-F Financial Sector Category Average 5.5 77 18.2 1.70 94 1.00 8.6 77 7.1 70 1.19 0.00
0205-Sec-F FBR Small Cap Fin’l Inv (HSFNX) 3.7 46 17.4 1.63 92 0.96 5.3 46 3.8 37 0.90 0.30
0205-Sec-F Fidelity Sel Banking (FSRBX) 4.3 65 20.4 1.91 95 1.12 7.2 65 5.3 51 1.26 0.43
0205-Sec-F Fidelity Sel Brokerage (FSLBX) 4.6 63 17.6 1.64 93 0.97 7.0 63 5.6 55 1.16 0.49
0205-Sec-F Fidelity Sel Consumer Fin (FSVLX) 6.7 79 15.0 1.40 82 0.82 Low Cat Risk 9.0 79 8.1 78 1.12 0.62
0205-Sec-F Fidelity Sel Fincl Svcs (FIDSX) 5.6 67 15.0 1.40 82 0.82 Low Cat Risk 7.4 67 6.4 63 1.08 0.59
0205-Sec-F Fidelity Sel Insurance (FSPCX) 6.3 64 12.2 1.14 59 0.67 Low Cat Risk 7.1 64 6.5 64 0.94 0.67
0205-Sec-F ICON Financial S (ICFSX) 3.8 49 18.1 1.69 94 0.99 5.6 49 4.0 38 1.29 0.57
0205-Sec-F Kinetis Mkt Opprt (KMKNX) 11.8 98 15.3 1.43 84 0.84 16.4 98 16.5 99 0.58 0.17
0205-Sec-F ProFunds Banks UltraSec Inv (BKPIX) 4.7 94 32.6 3.05 98 1.79 12.2 94 7.3 72 2.06 0.48
0205-Sec-F ProFunds Fin UltSec Inv (FNPIX) 6.1 90 20.4 1.91 95 1.12 10.7 90 8.9 83 1.62 0.75
0205-Sec-F Rydex Banking Inv (RYKIX) 4.2 60 19.5 1.82 95 1.07 6.7 60 4.9 47 1.27 0.48
0205-Sec-F T. Rowe Price Fincl Svcs (PRISX) 6.4 77 15.2 1.42 84 0.84 8.6 77 7.8 76 1.10 0.59
0206-Sec-H Health Sector Category Average 3.9 54 18.4 1.72 94 1.00 6.0 54 4.3 40 1.30 0.00
0206-Sec-H Fidelity Sel Biotech (FBIOX) -2.8 3 28.6 2.67 97 1.55 -0.4 3 -4.6 1 1.83 0.47
0206-Sec-H Fidelity Sel Health Care (FSPHX) 5.0 65 16.7 1.56 91 0.91 7.2 65 5.9 59 1.18 0.56
0206-Sec-H Fidelity Sel Hlthcare Svcs (FSHCX) 8.5 95 16.8 1.57 91 0.91 12.7 95 11.9 95 1.09 0.48
0206-Sec-H Fidelity Sel Med Tech & Dev (FSMEX) 11.6 98 16.2 1.51 89 0.88 17.0 98 16.9 99 1.11 0.53
0206-Sec-H Fidelity Sel Pharma (FPHAX) 0.0 3 13.6 1.27 72 0.74 Low Cat Risk 0.2 3 -0.7 4 0.86 0.46
0206-Sec-H ICON Healthcare S (ICHCX) 4.9 60 15.7 1.47 86 0.85 6.7 60 5.6 55 1.18 0.64
0206-Sec-H Janus Henderson Global Life Sci T (JAGLX) 3.7 43 16.3 1.52 89 0.89 5.0 43 3.8 37 1.19 0.61
0206-Sec-H Live Oak Health Sciences (LOGSX) 3.1 32 13.7 1.28 73 0.74 Low Cat Risk 3.7 32 2.7 28 1.04 0.65
0206-Sec-H ProFunds Biotech UltSec Inv (BIPIX) 1.4 19 32.8 3.07 99 1.78 2.0 19 -3.4 2 2.26 0.57
0206-Sec-H ProFunds UltSec HlthCare Inv (HCPIX) 6.1 90 21.0 1.96 95 1.14 10.9 90 9.0 84 1.63 0.73
0206-Sec-H Rydex Biotechnology Inv (RYOIX) 1.2 10 24.1 2.25 97 1.31 1.3 10 -1.7 3 1.63 0.52
0206-Sec-H Rydex Health Care Inv (RYHIX) 4.1 48 15.7 1.47 86 0.85 5.5 48 4.3 40 1.20 0.67
0206-Sec-H Schwab Health Care (SWHFX) 5.7 61 13.4 1.25 70 0.73 Low Cat Risk 6.8 61 6.1 61 1.02 0.65
0206-Sec-H T. Rowe Price Health Sci (PRHSX) 4.5 57 17.1 1.60 92 0.93 6.5 57 5.1 49 1.26 0.61
0206-Sec-H Vanguard Health Care Inv (VGHCX) 3.4 36 14.1 1.32 76 0.77 4.2 36 3.2 32 1.03 0.60
0206-Sec-I Industrials Sector Category Average 6.4 84 16.9 1.58 91 1.00 9.6 84 8.4 80 1.27 0.00
0207-Sec-I Fidelity Sel Air Transport (FSAIX) 6.8 88 17.5 1.64 93 1.04 10.4 88 9.3 86 1.21 0.54
0207-Sec-I Fidelity Sel Def & Aerosp (FSDAX) 10.0 97 15.8 1.48 87 0.93 14.3 97 13.8 98 1.16 0.61
0207-Sec-I Fidelity Sel Env & Alt Energy (FSLEX) 7.9 86 13.9 1.30 74 0.82 Low Cat Risk 10.0 86 9.3 86 1.14 0.75
0207-Sec-I Fidelity Sel Industrials (FCYIX) 4.9 57 15.0 1.40 82 0.89 Low Cat Risk 6.5 57 5.5 54 1.16 0.68
0207-Sec-I Fidelity Sel Transportation (FSRFX) 7.6 94 18.3 1.71 94 1.08 12.2 94 11.0 93 1.17 0.46
0207-Sec-I ICON Industrials S (ICTRX) 3.7 43 16.4 1.53 90 0.97 5.0 43 3.7 36 1.24 0.64
0207-Sec-I ProFunds Indus Ultra Sec Inv (IDPIX) 6.9 95 20.8 1.94 95 1.23 12.5 95 10.8 92 1.78 0.88
0207-Sec-I Rydex Transportation Inv (RYPIX) 3.8 48 17.3 1.62 92 1.02 5.5 48 4.1 39 1.30 0.64
0208-Sec-NR Natural Resources/Commodities Sector Category Average 5.1 65 16.2 1.51 89 1.00 7.1 65 5.9 59 1.16 0.00
0208-Sec-NR Columbia Glb Engy & Nat Res Inst (UMESX) 4.1 47 15.1 1.41 83 0.93 5.4 47 4.3 40 1.04 0.54
0208-Sec-NR Fidelity Global Cmdty Stk (FFGCX) 7.9 90 15.3 1.43 84 0.94 10.9 90 10.2 90 1.03 0.51
0208-Sec-NR Fidelity Sel Chemicals (FSCHX) 5.4 69 16.3 1.52 89 1.01 7.7 69 6.5 64 1.24 0.65
0208-Sec-NR Fidelity Sel Materials (FSDPX) 2.9 33 16.0 1.50 88 0.99 3.8 33 2.5 27 1.26 0.70
0208-Sec-NR ICON Nat Resources S (ICBMX) 5.2 65 16.0 1.50 88 0.99 7.2 65 6.0 60 1.21 0.64
0208-Sec-NR ProFunds Bsc Mat UltSec Inv (BMPIX) 5.4 88 22.6 2.11 96 1.40 10.3 88 8.0 78 1.66 0.65
0208-Sec-NR Rydex Basic Materials Inv (RYBIX) 7.4 90 16.3 1.52 89 1.01 10.7 90 9.7 88 1.14 0.55
0208-Sec-NR T. Rowe Price New Era (PRNEX) 4.8 51 13.4 1.25 70 0.83 Low Cat Risk 5.8 51 5.0 48 0.95 0.56
0208-Sec-NR US Glb Inv Glob Res (PSPFX) 1.8 19 14.3 1.34 77 0.88 Low Cat Risk 2.0 19 1.0 10 0.99 0.54
0209-Sec-PM Precious Metals Sector Category Average 5.7 98 37.0 3.46 99 1.00 17.0 98 11.1 93 0.09 0.00
0209-Sec-PM AmCent Global Gold Inv (BGEIX) 7.0 99 36.2 3.38 99 0.98 21.0 99 16.1 98 -0.01 0.00
0209-Sec-PM Fidelity Sel Gold (FSAGX) 5.9 98 34.2 3.20 99 0.92 16.4 98 11.6 95 -0.03 0.00
0209-Sec-PM Gabelli Gold AAA (GOLDX) 5.8 98 35.9 3.36 99 0.97 16.9 98 11.5 94 -0.03 0.00
0209-Sec-PM Invesco Gold&PrecMtls Inv (FGLDX) 5.0 96 33.8 3.16 99 0.91 Low Cat Risk 13.6 96 8.7 82 0.23 0.01
0209-Sec-PM Midas (MIDSX) 6.7 99 34.9 3.26 99 0.94 19.6 99 15.0 98 0.09 0.00
0209-Sec-PM ProFunds PrMtl UltSec Inv (PMPIX) 6.1 99 59.0 5.51 100 1.59 29.0 99 14.8 98 -0.80 0.02
0209-Sec-PM Rydex Precious Metals Inv (RYPMX) 6.2 99 39.9 3.73 99 1.08 20.0 99 13.7 97 0.14 0.00
0209-Sec-PM Tocqueville Gold (TGLDX) 5.0 95 32.2 3.01 98 0.87 Low Cat Risk 13.0 95 8.5 81 0.12 0.00
0209-Sec-PM US Glb Inv Gold&Prec Mtls (USERX) 6.0 98 34.1 3.19 99 0.92 16.8 98 12.1 96 -0.01 0.00
0209-Sec-PM US Glb Inv Wld Prec Min (UNWPX) 3.9 88 35.5 3.32 99 0.96 10.3 88 4.6 44 0.61 0.03
0209-Sec-PM USAA Prec Metals & Min (USAGX) 5.9 98 35.8 3.35 99 0.97 17.3 98 12.0 95 0.06 0.00
0209-Sec-PM Vanguard Glbl Cap Cycles Inv (VGPMX) 3.9 85 32.2 3.01 98 0.87 Low Cat Risk 9.7 85 5.0 48 0.80 0.07
0210-Sec-R Real Estate Sector Category Average 3.0 30 13.2 1.23 68 1.00 3.4 30 2.5 27 0.72 0.00
0210-Sec-R Alpine Realty Inc & Gr Instl (AIGYX) 3.2 33 13.7 1.28 73 1.04 3.8 33 2.9 30 0.75 0.34
0210-Sec-R AmCent Real Estate Inv (REACX) 2.4 25 12.6 1.18 63 0.95 Low Cat Risk 2.6 25 1.8 19 0.64 0.29
0210-Sec-R AMG Mgrs Real Estate N (MRESX) 2.6 26 13.5 1.26 71 1.02 3.0 26 2.0 22 0.69 0.30
0210-Sec-R Baron Real Estate Ret (BREFX) 1.2 8 15.5 1.45 86 1.17 1.2 8 -0.1 5 1.32 0.82
0210-Sec-R CGM Realty (CGMRX) 3.1 34 15.5 1.45 86 1.17 4.0 34 2.8 29 0.86 0.36
0210-Sec-R Cohen & Steers Realty (CSRSX) 3.1 30 12.8 1.20 65 0.97 3.5 30 2.7 28 0.69 0.33
0210-Sec-R Columbia Real Est Eq Inst (CREEX) 1.7 16 13.1 1.22 68 0.99 1.8 16 0.9 9 0.68 0.30
0210-Sec-R DWS Real Estate S (RRREX) 3.6 35 12.7 1.19 64 0.96 Low Cat Risk 4.1 35 3.2 32 0.60 0.25
0210-Sec-R Fidelity Real Est Inv Port (FRESX) 2.9 29 13.2 1.23 68 1.00 3.4 29 2.5 27 0.66 0.28
0210-Sec-R Fidelity Real Estate Income (FRIFX) 10.1 48 5.2 0.49 23 0.39 Low Cat Risk 5.5 48 5.5 54 0.29 0.34
0210-Sec-R Manning & Napier Real Est S (MNREX) 3.4 33 12.8 1.20 65 0.97 3.8 33 3.0 31 0.70 0.34
0210-Sec-R ProFunds RelE UltSec Inv (REPIX) 3.0 37 19.1 1.79 95 1.45 4.4 37 2.6 28 1.08 0.39
0210-Sec-R Rydex Real Estate H (RYHRX) 3.0 29 12.8 1.20 65 0.97 3.4 29 2.5 27 0.71 0.35
0210-Sec-R Sterling Cap Stratton RE Instl (STMDX) 4.3 43 13.0 1.21 67 0.98 5.0 43 4.2 40 0.63 0.27
0210-Sec-R T. Rowe Price Real Est (TRREX) 1.1 7 12.7 1.19 64 0.96 1.1 7 0.2 5 0.70 0.34
0210-Sec-R TIAA-CREF RelEst Rtl (TCREX) 3.8 37 12.5 1.17 62 0.95 Low Cat Risk 4.3 37 3.6 35 0.69 0.35
0210-Sec-R Vanguard Real Estate Idx Adm (VGSLX) 2.7 27 13.4 1.25 70 1.02 3.1 27 2.3 25 0.66 0.28
0210-Sec-R Vanguard Real Estate Idx Inv (VGSIX) 2.6 26 13.4 1.25 70 1.02 3.0 26 2.1 23 0.67 0.28
0211-Sec-R-Glb Real Estate Global Sector Category Average 3.8 34 11.1 1.04 47 1.00 3.9 34 3.4 34 0.80 0.00
0211-Sec-R-Glb Aberdeen Intl Real Est Equity Instl (EGLRX) 1.6 14 12.9 1.21 66 1.16 1.7 14 0.8 8 0.98 0.64
0211-Sec-R-Glb AmCent Glbl Real Est Inv (ARYVX) 2.8 26 11.1 1.04 47 1.00 2.9 26 2.3 25 0.77 0.54
0211-Sec-R-Glb AmCent NT Glbl Rel Est Inv (ANREX) 2.8 26 11.1 1.04 47 1.00 2.9 26 2.2 24 0.77 0.54
0211-Sec-R-Glb DWS RREEF Gbl Real Est S (RRGTX) 3.8 32 10.5 0.98 40 0.95 3.7 32 3.2 32 0.68 0.48
0211-Sec-R-Glb Fidelity Intl Rel Est (FIREX) 5.9 51 10.3 0.96 40 0.93 Low Cat Risk 5.8 51 5.3 51 0.82 0.71
0211-Sec-R-Glb Northern Global RE Idx (NGREX) 4.0 36 11.2 1.05 48 1.01 4.2 36 3.6 35 0.80 0.58
0211-Sec-R-Glb Northern Mlt-Mgr GblRlEst (NMMGX) 3.6 30 10.3 0.96 40 0.93 Low Cat Risk 3.5 30 2.9 30 0.68 0.48
0211-Sec-R-Glb Russell Inv Glbl Real Est Secs S (RRESX) 3.1 27 10.9 1.02 44 0.98 3.1 27 2.5 27 0.76 0.56
0211-Sec-R-Glb Schwab Fundamental Global Real Estt Idx (SFREX) 6.0 57 11.5 1.07 52 1.04 6.4 57 5.8 58 0.88 0.65
0211-Sec-R-Glb Schwab Gbl Real Estate (SWASX) 3.8 33 10.9 1.02 44 0.98 3.8 33 3.3 33 0.79 0.59
0211-Sec-R-Glb Vanguard Gbl exUS RE Idx Inv (VGXRX) 5.2 48 11.4 1.07 52 1.03 5.5 48 5.0 48 0.87 0.65
0212-Sec-T Technology Sector Category Average 9.4 97 16.6 1.55 90 1.00 14.1 97 13.4 97 1.19 0.00
0212-Sec-T Black Oak Emerging Tech (BOGSX) 7.7 88 15.0 1.40 82 0.90 10.4 88 9.6 88 1.12 0.63
0212-Sec-T DWS Science and Tech S (KTCSX) 9.7 96 15.2 1.42 84 0.92 13.3 96 12.8 96 1.15 0.64
0212-Sec-T Fidelity Sel Comm Equip (FSDCX) 9.6 94 13.7 1.28 73 0.83 Low Cat Risk 12.0 94 11.6 95 0.80 0.38
0212-Sec-T Fidelity Sel Computers (FDCPX) 9.4 97 16.5 1.54 90 0.99 13.9 97 13.3 97 1.13 0.53
0212-Sec-T Fidelity Sel IT Services (FBSOX) 11.0 97 13.8 1.29 73 0.83 Low Cat Risk 13.9 97 13.7 97 1.12 0.75
0212-Sec-T Fidelity Sel Semiconduct (FSELX) 10.0 98 19.2 1.79 95 1.16 17.2 98 16.4 99 1.28 0.50
0212-Sec-T Fidelity Sel Software & IT (FSCSX) 12.6 98 14.4 1.35 78 0.87 Low Cat Risk 16.6 98 16.7 99 1.13 0.70
0212-Sec-T Fidelity Sel Technology (FSPTX) 10.2 98 17.1 1.60 92 1.03 15.7 98 15.2 98 1.33 0.69
0212-Sec-T Firsthand Tech Opprt (TEFQX) 12.2 99 18.0 1.68 93 1.08 19.8 99 19.7 99 1.29 0.58
0212-Sec-T ICON Information Tech S (ICTEX) 7.9 89 14.8 1.38 81 0.89 Low Cat Risk 10.6 89 9.9 89 1.04 0.56
0212-Sec-T Invesco Technology Inv (FTCHX) 7.3 90 16.6 1.55 90 1.00 10.8 90 9.8 89 1.32 0.71
0212-Sec-T Janus Henderson Global Technology T (JAGTX) 13.0 99 15.3 1.43 84 0.92 18.1 99 18.3 99 1.24 0.74
0212-Sec-T Kinetics Internet (WWWFX) 4.5 61 17.8 1.66 93 1.07 6.8 61 5.4 53 0.63 0.15
0212-Sec-T Matthews Asia Innovators Inv (MATFX) 3.9 48 16.6 1.55 90 1.00 5.5 48 4.1 39 1.12 0.60
0212-Sec-T Nationwide Bailard Tech&Sci M (NWHQX) 10.3 97 15.4 1.44 85 0.93 14.4 97 14.0 98 1.19 0.68
0212-Sec-T ProFunds Internet UltSec Inv (INPIX) 10.3 99 24.7 2.31 97 1.49 22.3 99 21.1 99 1.65 0.54
0212-Sec-T ProFunds Tech UltraSector Inv (TEPIX) 10.2 99 23.6 2.21 97 1.42 21.1 99 20.0 99 1.68 0.61
0212-Sec-T Red Oak Technology Slct (ROGSX) 14.3 99 13.5 1.26 71 0.81 Low Cat Risk 17.9 99 18.4 99 1.01 0.63
0212-Sec-T Rydex Electronics Inv (RYSIX) 8.4 96 18.4 1.72 94 1.11 13.7 96 12.7 96 1.18 0.47
0212-Sec-T Rydex Internet Inv (RYIIX) 8.3 93 15.5 1.45 86 0.93 11.6 93 10.9 92 1.21 0.69
0212-Sec-T Rydex Technology Inv (RYTIX) 10.3 97 14.9 1.39 81 0.90 13.9 97 13.6 97 1.18 0.70
0212-Sec-T T. Rowe Price Glb Tech (PRGTX) 8.2 96 18.4 1.72 94 1.11 13.4 96 12.3 96 1.40 0.65
0212-Sec-T T. Rowe Price SciTech (PRSCX) 10.4 96 14.2 1.33 76 0.86 Low Cat Risk 13.4 96 13.1 97 1.13 0.71
0212-Sec-T USAA Science & Tech (USSCX) 7.9 90 15.3 1.43 84 0.92 10.8 90 10.1 90 1.24 0.74
0213-Sec-U Utilities Sector Category Average 9.8 89 11.5 1.07 52 1.00 10.5 89 10.2 90 0.33 0.00
0213-Sec-U AmCent Utilities Inv (BULIX) 8.1 74 10.8 1.01 43 0.94 8.2 74 7.8 76 0.28 0.08
0213-Sec-U Fidelity Set Util Port (FSUTX) 13.1 96 10.7 1.00 42 0.93 13.2 96 13.4 97 0.28 0.08
0213-Sec-U Fidelity Telecom & Util (FIUIX) 11.5 90 9.8 0.92 37 0.85 Low Cat Risk 10.7 90 10.6 92 0.39 0.18
0213-Sec-U Gabelli Utilities AAA (GABUX) 8.6 71 9.5 0.89 35 0.83 Low Cat Risk 7.8 71 7.6 74 0.48 0.28
0213-Sec-U Hennessy Gas Utility Inv (GASFX) 8.3 72 10.1 0.94 38 0.88 7.9 72 7.6 74 0.36 0.14
0213-Sec-U ICON Utilities S (ICTUX) 10.7 91 11.3 1.06 50 0.98 11.3 91 11.1 93 0.32 0.09
0213-Sec-U ProFunds Util UltSec Inv (UTPIX) 8.7 97 18.2 1.70 94 1.58 14.2 97 13.3 97 0.31 0.03
0213-Sec-U Rydex Utilities Inv (RYUIX) 10.0 90 11.6 1.08 54 1.01 10.8 90 10.5 91 0.25 0.05
0301-IntS-Glb Global Stock Category Average 5.7 54 11.4 1.07 52 1.00 6.0 54 5.4 53 0.87 0.00
0301-IntS-Glb Aberdeen Dynamic Dividend Instl (ADVDX) 6.6 59 10.6 0.99 41 0.93 6.6 59 6.2 61 0.82 0.80
0301-IntS-Glb Adalta International (ADAQX) -3.7 1 13.0 1.21 67 1.14 -2.9 1 -3.7 2 0.92 0.65
0301-IntS-Glb AdvisorOne CLS Glb Agg Eq N (CLACX) 6.9 67 11.4 1.07 52 1.00 7.3 67 6.8 67 0.89 0.80
0301-IntS-Glb AdvisorOne CLS Glb Divsf Eq N (CLSAX) 7.2 61 10.0 0.93 38 0.88 6.8 61 6.5 64 0.83 0.90
0301-IntS-Glb AmCent Global Grth Inv (TWGGX) 5.6 55 12.3 1.15 60 1.08 6.2 55 5.6 55 0.95 0.80
0301-IntS-Glb Artisan Global Equity Inv (ARTHX) 7.4 73 11.8 1.10 55 1.04 8.0 73 7.5 73 0.90 0.78
0301-IntS-Glb Artisan Global Opprt Inv (ARTRX) 6.9 75 13.2 1.23 68 1.16 8.3 75 7.7 75 1.00 0.76
0301-IntS-Glb Artisan Global Value Inv (ARTGX) 5.7 49 10.6 0.99 41 0.93 5.6 49 5.1 49 0.83 0.80
0301-IntS-Glb BMO Agg Allocation Y (BDSYX) 6.5 57 10.6 0.99 41 0.93 6.5 57 6.0 60 1.61 0.93
0301-IntS-Glb Cambiar Glbl Ult Focus Inv (CAMAX) -7.1 1 15.9 1.49 87 1.39 -4.4 1 -5.6 1 0.93 0.45
0301-IntS-Glb Dodge & Cox Global Stk (DODWX) 6.9 73 12.8 1.20 65 1.12 8.0 73 7.5 73 0.98 0.77
0301-IntS-Glb DWS Global Macro S (DBIVX) 9.3 57 7.0 0.65 28 0.61 Low Cat Risk 6.5 57 6.4 63 0.82 0.55
0301-IntS-Glb DWS Intl Growth S (SCOBX) 2.1 22 12.0 1.12 58 1.05 2.3 22 1.5 15 0.97 0.86
0301-IntS-Glb DWS World Dividend S (SCGEX) 3.3 26 8.8 0.82 33 0.77 Low Cat Risk 2.9 26 2.4 26 0.59 0.60
0301-IntS-Glb Fidelity Global Eq Income (FGILX) 4.9 37 9.4 0.88 34 0.82 Low Cat Risk 4.4 37 4.0 38 0.73 0.79
0301-IntS-Glb Fidelity Worldwide (FWWFX) 6.9 69 12.1 1.13 59 1.06 7.7 69 7.1 70 0.91 0.75
0301-IntS-Glb Franklin Mutual Glbl Disc Z (MDISX) 4.1 33 9.6 0.90 36 0.84 Low Cat Risk 3.8 33 3.4 34 0.70 0.70
0301-IntS-Glb Franklin Mutual Quest Z (MQIFX) 6.6 45 7.9 0.74 31 0.69 Low Cat Risk 5.2 45 5.0 48 1.02 0.66
0301-IntS-Glb GAMCO Global Grth AAA (GICPX) 7.8 77 11.9 1.11 57 1.04 8.6 77 8.2 78 0.87 0.71
0301-IntS-Glb Guinness Atkinson Glb Inntrs Inv (IWIRX) 6.6 69 12.9 1.21 66 1.13 7.7 69 7.0 69 1.02 0.75
0301-IntS-Glb Janus Henderson Global Research T (JAWWX) 6.3 61 11.8 1.10 55 1.04 6.8 61 6.3 62 0.92 0.82
0301-IntS-Glb Janus Henderson Global Sel T (JORNX) 6.6 67 12.4 1.16 62 1.09 7.4 67 6.8 67 1.00 0.86
0301-IntS-Glb Janus Henderson Global Value T (JGVAX) 6.1 41 7.8 0.73 30 0.68 Low Cat Risk 4.8 41 4.5 42 0.59 0.75
0301-IntS-Glb Longleaf Partners Global (LLGLX) 6.6 83 16.0 1.50 88 1.40 9.4 83 8.4 80 1.15 0.69
0301-IntS-Glb Marsico Global (MGLBX) 6.6 79 15.2 1.42 84 1.33 8.9 79 7.9 77 0.99 0.57
0301-IntS-Glb MFAM Global Opps Investor (FOOLX) 7.5 83 13.7 1.28 73 1.20 9.4 83 8.7 82 0.95 0.64
0301-IntS-Glb Oakmark Global Inv (OAKGX) 2.9 31 14.6 1.36 79 1.28 3.6 31 2.5 27 1.11 0.77
0301-IntS-Glb Oakmark Global Select Inv (OAKWX) 2.2 23 13.8 1.29 73 1.21 2.5 23 1.6 17 1.07 0.79
0301-IntS-Glb Oberweis Glbl Opp Inv (OBEGX) 0.3 4 16.8 1.57 91 1.47 0.6 4 -0.9 3 1.16 0.63
0301-IntS-Glb Old Westbury AllCap Core (OWACX) 7.7 72 11.1 1.04 47 0.97 7.9 72 7.6 74 0.98 0.94
0301-IntS-Glb Old Westbury LC Strat (OWLSX) 5.1 42 10.1 0.94 38 0.89 4.9 42 4.5 42 0.79 0.80
0301-IntS-Glb Old Westbury Sm & Mid (OWSMX) 4.7 41 10.9 1.02 44 0.96 4.8 41 4.2 40 0.81 0.72
0301-IntS-Glb Pax Glbl Envr Mkt Ind Inv (PGRNX) 5.8 61 12.9 1.21 66 1.13 6.8 61 6.2 61 0.99 0.77
0301-IntS-Glb Polaris Global Value (PGVFX) 6.0 54 10.8 1.01 43 0.95 6.0 54 5.5 54 0.83 0.78
0301-IntS-Glb Russell Inv Global Equity S (RGESX) 6.7 60 10.6 0.99 41 0.93 6.7 60 6.3 62 0.84 0.82
0301-IntS-Glb Russell Inv Global Infrastruct S (RGISX) 6.1 49 9.6 0.90 36 0.84 Low Cat Risk 5.6 49 5.2 50 0.60 0.44
0301-IntS-Glb Segall Bryant & Hamill Glb Lrg (WTMVX) 7.2 55 8.8 0.82 33 0.77 Low Cat Risk 6.1 55 5.8 58 0.63 0.67
0301-IntS-Glb Seven Canyons World Innovators (WAGTX) 6.6 67 12.1 1.13 59 1.06 7.3 67 6.8 67 0.86 0.66
0301-IntS-Glb T. Rowe Price Glb Growth (RPGEX) 7.9 79 12.3 1.15 60 1.08 9.0 79 8.5 81 0.98 0.84
0301-IntS-Glb T. Rowe Price Glb Stk (PRGSX) 9.0 90 13.3 1.24 70 1.17 10.9 90 10.4 91 0.95 0.68
0301-IntS-Glb Trillium Global Equity R (PORTX) 7.6 67 10.3 0.96 40 0.90 7.4 67 7.1 70 0.81 0.81
0301-IntS-Glb Tweedy, Browne Val (TWEBX) 7.7 57 8.5 0.79 32 0.75 Low Cat Risk 6.4 57 6.1 61 0.61 0.68
0301-IntS-Glb Tweedy, Browne Ww HiDivVal (TBHDX) 7.5 60 9.4 0.88 34 0.82 Low Cat Risk 6.7 60 6.4 63 0.73 0.80
0301-IntS-Glb USAA Capital Grth (USCGX) 5.9 55 11.1 1.04 47 0.97 6.1 55 5.7 57 0.82 0.73
0301-IntS-Glb USAA Cornerstone Equity (UCEQX) 6.3 55 10.5 0.98 40 0.92 6.2 55 5.8 58 0.84 0.85
0301-IntS-Glb USAA Global Mgd Volt Instl (UGOFX) 6.7 54 9.4 0.88 34 0.82 Low Cat Risk 6.0 54 5.6 55 0.76 0.87
0301-IntS-Glb USAA World Grth (USAWX) 6.7 59 10.6 0.99 41 0.93 6.6 59 6.1 61 0.85 0.86
0301-IntS-Glb Vanguard Glbl Min Volat Inv (VMVFX) 10.4 67 7.1 0.66 28 0.62 Low Cat Risk 7.3 67 7.3 72 0.42 0.46
0301-IntS-Glb Vanguard Global Eq Inv (VHGEX) 7.4 69 11.1 1.04 47 0.97 7.7 69 7.3 72 0.89 0.84
0301-IntS-Glb Vanguard Ttl Wld Stk Idx Inv (VTWSX) 7.1 64 10.6 0.99 41 0.93 7.1 64 6.7 66 0.85 0.85
0301-IntS-Glb Wasatch Global Oppor Inv (WAGOX) 5.8 72 15.3 1.43 84 1.34 7.9 72 6.9 68 1.02 0.59
0301-IntS-Glb Wintergreen Inv (WGRNX) -0.2 3 8.8 0.82 33 0.77 Low Cat Risk -0.5 3 -0.9 3 0.51 0.44
0302-IntS-F Foreign Stock Category Average 2.9 28 12.2 1.14 59 1.00 3.2 28 2.4 26 0.98 0.00
0302-IntS-F AB International (SIMTX) 1.4 12 11.2 1.05 48 0.92 1.4 12 0.7 7 0.93 0.91
0302-IntS-F Aberdeen Sel Intl Eq II A (JETAX) 5.3 48 11.3 1.06 50 0.93 5.5 48 4.9 47 0.90 0.83
0302-IntS-F AdvisorOne CLS Int'l Eq N (CLHAX) 4.3 37 10.7 1.00 42 0.88 Low Cat Risk 4.3 37 3.8 37 0.88 0.88
0302-IntS-F AmCent Intl Discvy Inv (TWEGX) 0.4 4 15.2 1.42 84 1.25 0.6 4 -0.6 4 1.13 0.73
0302-IntS-F AmCent Intl Grth Inv (TWIEX) 2.0 20 12.6 1.18 63 1.03 2.2 20 1.4 14 1.00 0.83
0302-IntS-F AmCent Intl Oppor Inv (AIOIX) 2.5 27 15.0 1.40 82 1.23 3.1 27 1.9 20 1.12 0.73
0302-IntS-F AmCent NT Intl Val Inv (ANTVX) 1.5 13 11.8 1.10 55 0.97 1.6 13 0.9 9 0.97 0.89
0302-IntS-F AmeCent NT Intl S-MCp Inv (ANTSX) 1.3 12 15.2 1.42 84 1.25 1.4 12 0.3 6 1.11 0.71
0302-IntS-F Amer Beacon Int Eq Inv (AAIPX) 1.7 16 11.5 1.07 52 0.94 1.8 16 1.1 11 0.96 0.91
0302-IntS-F Artisan Global Discovery Investor (APFDX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0302-IntS-F Artisan Intl Inv (ARTIX) 2.3 23 11.6 1.08 54 0.95 2.4 23 1.8 19 0.92 0.83
0302-IntS-F Artisan Intl Sm-Mis Cap Inv (ARTJX) -0.5 3 14.1 1.32 76 1.16 -0.1 3 -1.2 3 1.04 0.74
0302-IntS-F Artisan Intl Val Inv (ARTKX) 3.8 33 10.7 1.00 42 0.88 Low Cat Risk 3.8 33 3.2 32 0.87 0.87
0302-IntS-F Bernstein Tx-Mgd Intl (SNIVX) 1.3 10 11.2 1.05 48 0.92 Low Cat Risk 1.3 10 0.6 6 0.93 0.91
0302-IntS-F Buffalo International (BUFIX) 6.7 65 11.5 1.07 52 0.94 7.2 65 6.7 66 0.92 0.84
0302-IntS-F Carillon Scout International I (UMBWX) 3.5 32 11.4 1.07 52 0.93 3.7 32 3.0 31 0.96 0.93
0302-IntS-F Causeway Intl Value Inv (CIVVX) 1.7 16 11.7 1.09 55 0.96 1.8 16 1.1 11 0.93 0.84
0302-IntS-F Columbia Acorn Intl Inst (ACINX) 3.2 30 12.3 1.15 60 1.01 3.5 30 2.8 29 0.98 0.84
0302-IntS-F Cullen Intl Hi Div Eq Ret (CIHDX) 0.5 4 10.6 0.99 41 0.87 Low Cat Risk 0.5 4 -0.1 5 0.87 0.88
0302-IntS-F Dodge & Cox Intl Stk (DODFX) 3.4 36 14.1 1.32 76 1.16 4.2 36 3.2 32 1.14 0.87
0302-IntS-F Domini Impact Int'l Eq Inv (DOMIX) 2.9 27 12.0 1.12 58 0.98 3.1 27 2.4 26 1.01 0.93
0302-IntS-F Dreyfus Intl Stk Idx (DIISX) 3.2 28 11.0 1.03 46 0.90 Low Cat Risk 3.2 28 2.6 28 0.93 0.95
0302-IntS-F Driehaus Intl Sm Cp Grth (DRIOX) 3.5 35 13.2 1.23 68 1.08 4.1 35 3.2 32 0.98 0.73
0302-IntS-F DWS CROCI Intl S (SCINX) 2.4 22 9.6 0.90 36 0.79 Low Cat Risk 2.3 22 1.8 19 0.66 0.61
0302-IntS-F Fidelity Diversified Intl (FDIVX) 1.7 16 11.8 1.10 55 0.97 1.8 16 1.1 11 0.96 0.89
0302-IntS-F Fidelity Internat'l Enhanced Idx (FIENX) 3.9 35 11.2 1.05 48 0.92 Low Cat Risk 4.1 35 3.5 34 0.94 0.94
0302-IntS-F Fidelity Intl Capital Apprec (FIVFX) 4.9 47 12.0 1.12 58 0.98 5.4 47 4.7 45 0.93 0.79
0302-IntS-F Fidelity Intl Disc (FIGRX) 1.6 14 12.1 1.13 59 0.99 1.7 14 0.9 9 0.99 0.88
0302-IntS-F Fidelity Intl Growth (FIGFX) 3.9 35 11.2 1.05 48 0.92 Low Cat Risk 4.1 35 3.5 34 0.88 0.83
0302-IntS-F Fidelity Intl Sm Cap Opp (FSCOX) 5.0 47 11.9 1.11 57 0.98 5.4 47 4.8 46 0.94 0.82
0302-IntS-F Fidelity Intl Sm Cp (FISMX) 6.6 63 11.4 1.07 52 0.93 7.0 63 6.4 63 0.94 0.90
0302-IntS-F Fidelity Intl Val (FIVLX) -0.3 3 11.3 1.06 50 0.93 -0.2 3 -0.8 4 0.91 0.86
0302-IntS-F Fidelity Overseas (FOSFX) 3.3 31 11.9 1.11 57 0.98 3.6 31 2.9 30 0.96 0.88
0302-IntS-F Fidelity ZERO International Index (FZILX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0302-IntS-F FMI International (FMIJX) 6.7 42 7.3 0.68 29 0.60 Low Cat Risk 4.9 42 4.7 45 0.52 0.65
0302-IntS-F Glenmede Quant Intl (GTCIX) 0.6 4 10.7 1.00 42 0.88 Low Cat Risk 0.6 4 0.0 5 0.90 0.93
0302-IntS-F GuideMark World ex-US Svc (GMWEX) 3.4 30 11.1 1.04 47 0.91 Low Cat Risk 3.5 30 2.8 29 0.93 0.94
0302-IntS-F Harbor Intl Grth Inv (HIIGX) 3.0 30 13.0 1.21 67 1.07 3.5 30 2.6 28 1.04 0.85
0302-IntS-F Harbor Intl Inv (HIINX) 0.7 5 11.8 1.10 55 0.97 0.7 5 -0.1 5 0.96 0.88
0302-IntS-F Harding Loevner Intl Eq (HLMIX) 5.6 55 11.8 1.10 55 0.97 6.1 55 5.5 54 0.97 0.89
0302-IntS-F Harding Loevner Intl Inv (HLMNX) 5.3 51 11.8 1.10 55 0.97 5.8 51 5.2 50 0.97 0.89
0302-IntS-F Hartford Schroder Intl Stk I (SCIEX) 4.2 39 11.8 1.10 55 0.97 4.6 39 3.9 38 0.97 0.90
0302-IntS-F Homestead Intl Equity (HISIX) 5.6 54 11.6 1.08 54 0.95 6.0 54 5.4 53 0.94 0.86
0302-IntS-F Janus Henderson Overseas T (JAOSX) 1.9 20 14.3 1.34 77 1.17 2.2 20 1.1 11 1.16 0.88
0302-IntS-F Laudus Intl MktMasters Inv (SWOIX) 2.8 27 12.7 1.19 64 1.04 3.1 27 2.3 25 1.06 0.91
0302-IntS-F Lazard Intl Equity Open (LZIOX) 0.8 5 10.4 0.97 40 0.85 Low Cat Risk 0.8 5 0.2 5 0.85 0.88
0302-IntS-F Lazard Intl SmCap Eq Open (LZSMX) -0.5 3 13.9 1.30 74 1.14 -0.1 3 -1.1 3 1.07 0.79
0302-IntS-F Litman Gregory Mas Intl Inv (MNILX) -2.1 2 12.8 1.20 65 1.05 -1.6 2 -2.3 2 1.03 0.86
0302-IntS-F Longleaf Partners Intl (LLINX) 7.4 85 14.6 1.36 79 1.20 9.7 85 9.0 84 1.10 0.77
0302-IntS-F Manning & Napier Intl S (EXITX) 2.4 23 11.9 1.11 57 0.98 2.5 23 1.8 19 0.95 0.83
0302-IntS-F Marsico Intl Opprt (MIOFX) 2.4 26 15.4 1.44 85 1.26 3.0 26 1.8 19 1.13 0.72
0302-IntS-F Nationwide Bailard Intl Eqs M (NWHLX) -0.2 3 11.2 1.05 48 0.92 Low Cat Risk -0.1 3 -0.8 4 0.93 0.91
0302-IntS-F Northern Active M Intl Eq (NMIEX) 3.7 33 11.3 1.06 50 0.93 3.8 33 3.2 32 0.95 0.94
0302-IntS-F Northern Intl Equity (NOIGX) 3.2 29 11.5 1.07 52 0.94 3.4 29 2.7 28 0.96 0.94
0302-IntS-F Northern Intl Equity Indx (NOINX) 3.5 31 10.9 1.02 44 0.89 Low Cat Risk 3.6 31 2.9 30 0.93 0.95
0302-IntS-F Nubrgr Ber Intl Eq Inv (NIQVX) 2.1 22 12.0 1.12 58 0.98 2.3 22 1.5 15 0.98 0.88
0302-IntS-F Oakmark Intl Inv (OAKIX) 2.7 30 15.6 1.46 86 1.28 3.5 30 2.3 25 1.24 0.85
0302-IntS-F Oakmark Intl Service (OARIX) 2.6 28 15.6 1.46 86 1.28 3.2 28 2.0 22 1.25 0.85
0302-IntS-F Oakmark Intl Small Cap Inv (OAKEX) 1.6 16 14.5 1.36 79 1.19 1.8 16 0.7 7 1.16 0.85
0302-IntS-F Oberweis Intl Opp (OBIOX) 1.2 8 14.7 1.37 80 1.20 1.2 8 0.1 5 1.01 0.63
0302-IntS-F Pear Tree Polaris Frgn Val Ord (QFVOX) 4.4 43 12.6 1.18 63 1.03 5.0 43 4.3 40 1.00 0.83
0302-IntS-F ProFunds Ultra Intl Inv (UNPIX) 1.1 8 22.1 2.07 96 1.81 1.2 8 -1.2 3 1.54 0.59
0302-IntS-F Russell Int'l Developed Mkts S (RINTX) 3.2 29 11.3 1.06 50 0.93 3.4 29 2.7 28 0.96 0.94
0302-IntS-F SA Int'l Small Co Inv (SAISX) 3.1 29 12.3 1.15 60 1.01 3.4 29 2.6 28 1.02 0.91
0302-IntS-F Salient Intl Small Co Inv (PISRX) 2.5 25 12.7 1.19 64 1.04 2.8 25 2.0 22 1.00 0.82
0302-IntS-F Schwab Fdmtl Intl Lg Co Idx (SFNNX) 5.0 45 11.1 1.04 47 0.91 Low Cat Risk 5.2 45 4.6 44 0.94 0.94
0302-IntS-F Schwab Fdmtl Intl Sm Co Idx (SFILX) 4.9 46 11.6 1.08 54 0.95 5.3 46 4.6 44 0.97 0.92
0302-IntS-F Schwab International Core Eq (SICNX) 2.0 19 11.3 1.06 50 0.93 2.0 19 1.4 14 0.94 0.92
0302-IntS-F Schwab International Idx (SWISX) 3.6 32 11.0 1.03 46 0.90 Low Cat Risk 3.7 32 3.1 32 0.93 0.95
0302-IntS-F Segall Bryant & Hamill Fdml Intl SC (WTIFX) 2.2 23 14.4 1.35 78 1.18 2.5 23 1.5 15 1.02 0.67
0302-IntS-F Selected Intl S (SLSSX) 2.8 29 14.4 1.35 78 1.18 3.4 29 2.3 25 1.13 0.81
0302-IntS-F Sit Intl Grth (SNGRX) -0.5 3 12.0 1.12 58 0.98 -0.4 3 -1.1 3 0.97 0.87
0302-IntS-F SSgA Intl Stk Sel N (SSAIX) 0.8 5 10.7 1.00 42 0.88 Low Cat Risk 0.8 5 0.3 6 0.88 0.89
0302-IntS-F T. Rowe Price Intl Disc (PRIDX) 5.0 49 12.3 1.15 60 1.01 5.6 49 5.0 48 0.96 0.81
0302-IntS-F T. Rowe Price Intl Eq Idx (PIEQX) 3.7 33 11.2 1.05 48 0.92 Low Cat Risk 3.8 33 3.2 32 0.96 0.96
0302-IntS-F T. Rowe Price Intl Stk (PRITX) 4.4 40 11.5 1.07 52 0.94 4.7 40 4.1 39 0.96 0.91
0302-IntS-F T. Rowe Price Intl Val Eq (TRIGX) 0.3 4 11.1 1.04 47 0.91 Low Cat Risk 0.4 4 -0.2 5 0.93 0.92
0302-IntS-F T. Rowe Price Overseas Stk (TROSX) 3.9 35 11.3 1.06 50 0.93 4.1 35 3.5 34 0.96 0.95
0302-IntS-F T. Rowe Price Spect Intl (PSILX) 3.6 33 11.5 1.07 52 0.94 3.8 33 3.2 32 0.97 0.94
0302-IntS-F Thomas White Intl Inv (TWWDX) 1.5 13 11.9 1.11 57 0.98 1.6 13 0.8 8 0.97 0.89
0302-IntS-F TIAA-CREF Intl Eq Rtl (TIERX) 1.3 10 13.6 1.27 72 1.11 1.3 10 0.4 6 1.10 0.86
0302-IntS-F Tocqueville Intl Value (TIVFX) 1.6 14 11.8 1.10 55 0.97 1.7 14 0.9 9 0.98 0.92
0302-IntS-F Touchstone Intl SmCp Y (TNSYX) -2.4 2 13.3 1.24 70 1.09 -1.7 2 -2.6 2 1.02 0.79
0302-IntS-F Tweedy, Browne Glb Val (TBGVX) 5.9 40 7.9 0.74 31 0.65 Low Cat Risk 4.7 40 4.4 42 0.59 0.75
0302-IntS-F USAA Intl (USIFX) 4.3 37 11.2 1.05 48 0.92 4.4 37 3.8 37 0.95 0.95
0302-IntS-F Vanguard Dev Mrkts Idx Adm (VTMGX) 3.9 35 11.2 1.05 48 0.92 Low Cat Risk 4.1 35 3.4 34 0.95 0.96
0302-IntS-F Vanguard Dev Mrkts Idx Inv (VDVIX) 3.8 34 11.2 1.05 48 0.92 Low Cat Risk 4.0 34 3.3 33 0.95 0.96
0302-IntS-F Vanguard FTSE AW exUS Adm (VFWAX) 4.9 45 11.3 1.06 50 0.93 5.2 45 4.6 44 0.97 0.98
0302-IntS-F Vanguard FTSE AW exUS Idx (VFWIX) 4.9 45 11.3 1.06 50 0.93 5.2 45 4.5 42 0.97 0.98
0302-IntS-F Vanguard FTSE AWexUS SC I (VFSVX) 3.7 35 12.0 1.12 58 0.98 4.1 35 3.3 33 1.00 0.92
0302-IntS-F Vanguard Intl Explorer Inv (VINEX) 2.3 25 14.0 1.31 75 1.15 2.6 25 1.6 17 1.12 0.84
0302-IntS-F Vanguard Intl Gr Inv (VWIGX) 6.9 79 14.5 1.36 79 1.19 9.0 79 8.2 78 1.17 0.86
0302-IntS-F Vanguard Intl Value Inv (VTRIX) 5.0 43 10.9 1.02 44 0.89 Low Cat Risk 5.0 43 4.5 42 0.93 0.96
0302-IntS-F Vanguard Total Intl Stk Idx Adm (VTIAX) 4.8 43 11.3 1.06 50 0.93 5.0 43 4.5 42 0.97 0.98
0302-IntS-F Vanguard Total Intl Stk Idx Inv (VGTSX) 4.8 43 11.3 1.06 50 0.93 5.0 43 4.4 42 0.97 0.98
0302-IntS-F Wasatch Intl Gr Inv (WAIGX) 1.7 17 14.7 1.37 80 1.20 1.9 17 0.8 8 1.02 0.64
0302-IntS-F Wasatch Intl Opprt Inv (WAIOX) 4.3 46 13.9 1.30 74 1.14 5.3 46 4.3 40 0.95 0.62
0302-IntS-F William Blair Intl Dev Plus N (WIENX) 1.5 13 11.8 1.10 55 0.97 1.6 13 0.8 8 0.97 0.90
0302-IntS-F William Blair Intl Gr N (WBIGX) 1.6 14 12.5 1.17 62 1.02 1.7 14 0.9 9 1.02 0.89
0302-IntS-F Wilshire Int'l Equity Invmt (WLCTX) 4.3 37 10.7 1.00 42 0.88 Low Cat Risk 4.3 37 3.7 36 0.91 0.95
0303-IntS-R/C Regional/Country Stock Category Average 5.1 67 16.5 1.54 90 1.00 7.3 67 5.9 59 1.00 0.00
0303-IntS-R/C Columbia Pacific/Asia Inst (USPAX) 5.8 63 13.4 1.25 70 0.81 7.0 63 6.2 61 0.99 0.72
0303-IntS-R/C Commonwealth Aust/NZ (CNZLX) 6.3 69 13.5 1.26 71 0.82 7.7 69 6.9 68 0.87 0.55
0303-IntS-R/C DWS Latin Amer Eq S (SLAFX) 9.8 99 24.4 2.28 97 1.48 20.9 99 19.5 99 0.79 0.14
0303-IntS-R/C Fidelity Canada (FICDX) 5.8 55 11.3 1.06 50 0.68 Low Cat Risk 6.1 55 5.6 55 0.76 0.58
0303-IntS-R/C Fidelity China Region (FHKCX) 4.8 67 18.4 1.72 94 1.12 7.4 67 5.9 59 1.30 0.66
0303-IntS-R/C Fidelity Emerging Asia (FSEAX) 7.4 86 15.1 1.41 83 0.92 10.0 86 9.2 86 1.07 0.67
0303-IntS-R/C Fidelity Europe (FIEUX) 1.3 10 14.0 1.31 75 0.85 1.3 10 0.3 6 1.10 0.82
0303-IntS-R/C Fidelity Japan (FJPNX) 4.6 43 12.0 1.12 58 0.73 Low Cat Risk 5.0 43 4.4 42 0.86 0.68
0303-IntS-R/C Fidelity Japan Smaller Co (FJSCX) 7.5 71 11.1 1.04 47 0.67 Low Cat Risk 7.8 71 7.4 73 0.70 0.53
0303-IntS-R/C Fidelity Latin America (FLATX) 7.0 97 23.1 2.16 96 1.40 13.9 97 11.8 95 1.09 0.30
0303-IntS-R/C Fidelity Nordic (FNORX) 2.6 27 14.1 1.32 76 0.85 3.1 27 2.1 23 0.96 0.62
0303-IntS-R/C Fidelity Pacific Basin (FPBFX) 5.5 57 13.0 1.21 67 0.79 6.5 57 5.7 57 0.92 0.67
0303-IntS-R/C Guinness Atkinson Asia Foc (IASMX) 6.9 83 15.1 1.41 83 0.92 9.4 83 8.5 81 1.04 0.62
0303-IntS-R/C Guinness Atkinson China & HK (ICHKX) 5.6 73 16.4 1.53 90 0.99 8.0 73 6.9 68 1.12 0.62
0303-IntS-R/C Hennessy Japan Investor (HJPNX) 10.2 91 11.9 1.11 57 0.72 Low Cat Risk 11.3 91 11.1 93 0.71 0.46
0303-IntS-R/C Matthews Asia Dividend Inv (MAPIX) 7.0 67 11.5 1.07 52 0.70 Low Cat Risk 7.4 67 6.9 68 0.86 0.74
0303-IntS-R/C Matthews Asia Growth Inv (MPACX) 5.1 57 14.5 1.36 79 0.88 6.5 57 5.6 55 0.95 0.57
0303-IntS-R/C Matthews Asia Sm Co Inv (MSMLX) 2.3 23 12.3 1.15 60 0.75 2.5 23 1.7 18 0.78 0.53
0303-IntS-R/C Matthews Asian Gr & Inc Inv (MACSX) 3.8 31 9.9 0.93 37 0.60 Low Cat Risk 3.6 31 3.2 32 0.70 0.67
0303-IntS-R/C Matthews China Div Inv (MCDFX) 7.8 87 14.3 1.34 77 0.87 10.1 87 9.4 87 1.02 0.67
0303-IntS-R/C Matthews China Inv (MCHFX) 4.6 73 21.3 1.99 95 1.29 8.0 73 5.9 59 1.42 0.60
0303-IntS-R/C Matthews Emerg Asia Inv (MEASX) 5.9 48 9.8 0.92 37 0.59 Low Cat Risk 5.5 48 5.1 49 0.51 0.35
0303-IntS-R/C Matthews India Inv (MINDX) 5.4 68 16.2 1.51 89 0.98 7.6 68 6.4 63 0.86 0.38
0303-IntS-R/C Matthews Japan Inv (MJFOX) 2.6 28 15.0 1.40 82 0.91 3.2 28 2.1 23 0.96 0.54
0303-IntS-R/C Matthews Korea Inv (MAKOX) 2.3 26 16.9 1.58 91 1.02 3.0 26 1.5 15 1.09 0.56
0303-IntS-R/C Matthews Pacific Tiger Inv (MAPTX) 7.0 73 12.6 1.18 63 0.76 8.0 73 7.5 73 0.89 0.66
0303-IntS-R/C Oberweis China Opprt (OBCHX) 2.3 27 18.6 1.74 94 1.13 3.1 27 1.3 13 1.13 0.50
0303-IntS-R/C ProFunds Europe 30 Inv (UEPIX) 4.5 40 11.2 1.05 48 0.68 Low Cat Risk 4.7 40 4.1 39 0.87 0.80
0303-IntS-R/C ProFunds Ult LatAmer Inv (UBPIX) 7.9 100 54.0 5.05 99 3.27 35.3 100 23.9 100 1.01 0.04
0303-IntS-R/C ProFunds UltraChina Inv (UGPIX) 2.1 39 37.9 3.54 99 2.30 4.6 39 -2.7 2 2.38 0.48
0303-IntS-R/C ProFunds UltraJapan Inv (UJPIX) 2.6 52 34.4 3.21 99 2.08 5.9 52 -0.2 5 2.02 0.42
0303-IntS-R/C Rydex Europe 1.25x Str H (RYEUX) 0.0 4 15.4 1.44 85 0.93 0.4 4 -0.9 3 0.91 0.42
0303-IntS-R/C T. Rowe Price Afr&MidEas (TRAMX) 5.5 61 14.0 1.31 75 0.85 6.8 61 6.0 60 0.89 0.54
0303-IntS-R/C T. Rowe Price Emg Europe (TREMX) 6.2 77 15.4 1.44 85 0.93 8.5 77 7.5 73 0.94 0.49
0303-IntS-R/C T. Rowe Price Euro Stk (PRESX) 0.1 3 13.0 1.21 67 0.79 0.2 3 -0.6 4 1.00 0.79
0303-IntS-R/C T. Rowe Price Japan (PRJPX) 8.0 84 13.2 1.23 68 0.80 9.6 84 9.0 84 0.88 0.59
0303-IntS-R/C T. Rowe Price Latin Amer (PRLAX) 8.8 98 22.4 2.09 96 1.36 17.3 98 15.8 98 0.99 0.26
0303-IntS-R/C T. Rowe Price New Asia (PRASX) 5.6 67 14.9 1.39 81 0.90 7.4 67 6.6 65 1.09 0.71
0303-IntS-R/C US Glb Inv China Reg Inv (USCOX) 2.4 29 18.2 1.70 94 1.10 3.4 29 1.7 18 1.12 0.50
0303-IntS-R/C US Glb Inv Emerg Euro (EUROX) 4.6 55 15.1 1.41 83 0.92 6.1 55 5.1 49 0.96 0.54
0303-IntS-R/C Vanguard Eur Stk Idx Adm (VEUSX) 3.0 28 12.3 1.15 60 0.75 3.2 28 2.4 26 1.00 0.88
0303-IntS-R/C Vanguard Eur Stk Idx Inv (VEURX) 2.8 26 12.2 1.14 59 0.74 Low Cat Risk 3.0 26 2.3 25 1.00 0.88
0303-IntS-R/C Vanguard Pac Stk Idx Adm (VPADX) 5.4 51 11.6 1.08 54 0.70 Low Cat Risk 5.8 51 5.2 50 0.92 0.84
0303-IntS-R/C Vanguard Pac Stk Idx Inv (VPACX) 5.3 49 11.5 1.07 52 0.70 Low Cat Risk 5.6 49 5.1 49 0.92 0.84
0304-IntS-E Emerging Stock Category Average 6.2 76 15.2 1.42 84 1.00 8.3 76 7.3 72 1.08 0.00
0304-IntS-E AB Emerg Markets (SNEMX) 4.2 48 15.0 1.40 82 0.99 5.5 48 4.5 42 1.12 0.74
0304-IntS-E AmCent Emg Mkt Inv (TWMIX) 7.0 79 14.4 1.35 78 0.95 9.0 79 8.2 78 1.03 0.69
0304-IntS-E Artisan Developing World Investor (ARTYX) 7.3 79 13.5 1.26 71 0.89 9.0 79 8.3 79 1.01 0.73
0304-IntS-E Artisan Emerg Mkts Inv (ARTZX) 9.0 93 14.1 1.32 76 0.93 11.6 93 11.2 93 1.05 0.73
0304-IntS-E Columbia Emg Mkts Inst (UMEMX) 5.8 68 14.7 1.37 80 0.97 7.6 68 6.6 65 1.12 0.76
0304-IntS-E Direxion Mthly Em Mkts Bull 2X (DXELX) 6.3 98 30.5 2.85 98 2.01 16.1 98 12.3 96 1.72 0.38
0304-IntS-E Driehaus Emerg Mkts Grth Inv (DREGX) 7.4 77 12.8 1.20 65 0.84 Low Cat Risk 8.6 77 8.1 78 0.96 0.74
0304-IntS-E Driehaus Emerg Mkts SC Gr (DRESX) -2.8 2 12.3 1.15 60 0.81 Low Cat Risk -2.3 2 -3.1 2 0.79 0.55
0304-IntS-E DWS Emerg Mkts Eq S (SEMGX) 8.1 89 14.4 1.35 78 0.95 10.6 89 9.9 89 1.09 0.76
0304-IntS-E Fidelity EMEA (FEMEX) 8.8 95 15.8 1.48 87 1.04 12.5 95 11.8 95 1.02 0.55
0304-IntS-E Fidelity Emerg Mkts Discv (FEDDX) 6.2 72 14.3 1.34 77 0.94 7.9 72 7.1 70 1.04 0.70
0304-IntS-E Fidelity Emerging Market (FEMKX) 6.6 76 14.2 1.33 76 0.93 8.4 76 7.7 75 1.09 0.78
0304-IntS-E Fidelity Total Emerg Mkts (FTEMX) 7.7 73 11.2 1.05 48 0.74 Low Cat Risk 8.0 73 7.6 74 0.84 0.74
0304-IntS-E GuideMark Emerg Mkts Svc (GMLVX) 7.1 84 14.8 1.38 81 0.97 9.5 84 8.7 82 1.11 0.75
0304-IntS-E Harding Loevner Emg Mkt Adv (HLEMX) 6.5 75 14.3 1.34 77 0.94 8.3 75 7.5 73 1.08 0.75
0304-IntS-E ICON Emerging Markets S (ICARX) 4.2 42 13.2 1.23 68 0.87 Low Cat Risk 4.9 42 4.1 39 0.97 0.71
0304-IntS-E Lazard Emg Mkt Eq Open (LZOEX) 6.5 77 15.0 1.40 82 0.99 8.6 77 7.8 76 1.06 0.66
0304-IntS-E Northern Active M EmgMktEq (NMMEX) 7.4 85 14.7 1.37 80 0.97 9.7 85 9.0 84 1.12 0.77
0304-IntS-E Northern Emerg Mkts Idx (NOEMX) 7.3 84 14.7 1.37 80 0.97 9.6 84 8.8 82 1.13 0.78
0304-IntS-E Parametric Emerg Mkts Inv (EAEMX) 6.5 68 12.8 1.20 65 0.84 Low Cat Risk 7.6 68 6.9 68 0.97 0.76
0304-IntS-E Pear Tree Axiom Emg Mkts Ord (QFFOX) 3.8 37 13.3 1.24 70 0.88 Low Cat Risk 4.4 37 3.6 35 1.03 0.79
0304-IntS-E ProFunds UltraEmg Mkt Inv (UUPIX) 6.0 98 34.2 3.20 99 2.25 16.9 98 12.0 95 1.95 0.39
0304-IntS-E Russell Inv Emerg Mkts S (REMSX) 6.7 77 14.4 1.35 78 0.95 8.6 77 7.9 77 1.11 0.79
0304-IntS-E Schwab Fdmtl EmgMkt LgCo Idx (SFENX) 9.9 97 16.9 1.58 91 1.11 15.0 97 14.5 98 1.15 0.62
0304-IntS-E State Street Discip EmMkt Eq N (SSEMX) 5.1 47 11.5 1.07 52 0.76 Low Cat Risk 5.4 47 4.8 46 0.87 0.76
0304-IntS-E T. Rowe Price Emg Mkt St (PRMSX) 8.0 90 15.2 1.42 84 1.00 10.9 90 10.2 90 1.14 0.74
0304-IntS-E USAA Emerging Markets (USEMX) 5.6 63 14.0 1.31 75 0.92 7.0 63 6.2 61 1.05 0.75
0304-IntS-E Vanguard Emer Mkts Sel St Adm (VEMAX) 6.6 77 14.4 1.35 78 0.95 8.5 77 7.8 76 1.07 0.73
0304-IntS-E Vanguard Emer Mkts Sel St Inv (VMMSX) 8.3 91 14.8 1.38 81 0.97 11.0 91 10.5 91 1.12 0.77
0304-IntS-E Vanguard Emerg Mkt Idx Inv (VEIEX) 6.5 76 14.4 1.35 78 0.95 8.4 76 7.6 74 1.07 0.73
0304-IntS-E Wasatch Emg Mkts S/C (WAEMX) 2.9 31 15.0 1.40 82 0.99 3.6 31 2.5 27 0.98 0.58
0304-IntS-E Wasatch Frntr Emerg Sm Inv (WAFMX) -3.9 1 10.8 1.01 43 0.71 Low Cat Risk -3.8 1 -4.4 2 0.71 0.57
0304-IntS-E William Blair Emg Mkts Gr N (WBENX) 5.0 60 15.4 1.44 85 1.01 6.7 60 5.7 57 1.12 0.70
0401-Bal Balanced: Domestic Category Average 6.8 42 7.1 0.66 28 1.00 4.9 42 4.7 45 0.96 0.00
0401-Bal AdvisorOne CLS Grth & Inc N (CLERX) 7.0 35 5.4 0.50 24 0.76 4.1 35 3.9 38 0.83 0.91
0401-Bal AdvisorOne CLS Shelter N (CLSHX) 7.8 64 9.5 0.89 35 1.34 7.1 64 6.8 67 1.44 0.92
0401-Bal AmCent Bal Inv (TWBIX) 7.9 48 6.9 0.64 27 0.97 5.5 48 5.4 53 1.05 0.93
0401-Bal AmCent One Choice: Con Inv (AOCIX) 6.6 33 5.3 0.50 24 0.75 Low Cat Risk 3.8 33 3.7 36 0.84 0.98
0401-Bal AmCent One Choice: Vr Con Inv (AONIX) 7.5 27 3.4 0.32 15 0.48 Low Cat Risk 3.1 27 3.1 32 0.53 0.92
0401-Bal AmCent Strat Alc: Agg Inv (TWSAX) 6.5 49 9.0 0.84 33 1.27 5.6 49 5.3 51 1.38 0.95
0401-Bal AmCent Strat Alc: Con Inv (TWSCX) 6.1 31 5.3 0.50 24 0.75 Low Cat Risk 3.6 31 3.5 34 0.83 0.97
0401-Bal AmCent Strat Alc: Mod Inv (TWSMX) 6.6 41 7.2 0.67 29 1.01 4.8 41 4.6 44 1.13 0.97
0401-Bal Amer Beacon Bal Inv (AABPX) 6.3 45 8.3 0.78 31 1.17 5.2 45 4.8 46 1.17 0.79
0401-Bal Berwyn Inc (BERIX) 10.7 33 3.0 0.28 12 0.42 Low Cat Risk 3.8 33 3.8 37 0.41 0.70
0401-Bal Boston Trust Asset Mgmt (BTBFX) 10.0 72 8.2 0.77 31 1.15 7.9 72 7.8 76 1.17 0.82
0401-Bal Bruce (BRUFX) 5.7 36 7.2 0.67 29 1.01 4.2 36 3.9 38 0.89 0.61
0401-Bal Buffalo Flexible Income (BUFBX) 5.7 47 9.9 0.93 37 1.39 5.4 47 4.9 47 1.35 0.74
0401-Bal Centaur Total Return (TILDX) 10.2 59 6.4 0.60 26 0.90 6.6 59 6.5 64 0.88 0.74
0401-Bal CGM Mutual (LOMMX) 3.2 31 12.7 1.19 64 1.79 3.6 31 2.8 29 1.38 0.47
0401-Bal Columbia Balanced Inst (CBALX) 6.8 41 7.0 0.65 28 0.99 4.8 41 4.6 44 1.06 0.91
0401-Bal Dodge & Cox Bal (DODBX) 9.3 71 8.7 0.81 32 1.23 7.8 71 7.6 74 1.16 0.71
0401-Bal Fairholme (FAIRX) -3.0 2 22.7 2.12 96 3.20 -0.8 2 -3.2 2 0.82 0.16
0401-Bal Fairholme Allocation (FAAFX) -4.5 2 19.8 1.85 95 2.79 -1.9 2 -3.7 2 1.02 0.11
0401-Bal Fidelity Asset Mgr 20% (FASIX) 9.0 28 2.9 0.27 11 0.41 Low Cat Risk 3.2 28 3.2 32 0.43 0.85
0401-Bal Fidelity Asset Mgr 30% (FTANX) 8.7 33 3.8 0.36 19 0.54 Low Cat Risk 3.8 33 3.8 37 0.60 0.93
0401-Bal Fidelity Asset Mgr 50% (FASMX) 7.7 41 6.0 0.56 25 0.85 4.8 41 4.7 45 0.94 0.97
0401-Bal Fidelity Asset Mgr 60% (FSANX) 7.4 46 7.1 0.66 28 1.00 5.3 46 5.0 48 1.10 0.97
0401-Bal Fidelity Asset Mgr 70% (FASGX) 7.0 49 8.2 0.77 31 1.15 5.6 49 5.4 53 1.27 0.96
0401-Bal Fidelity Balanced (FBALX) 8.1 57 8.0 0.75 31 1.13 6.4 57 6.1 61 1.22 0.93
0401-Bal Fidelity Four-in-One Idx (FFNOX) 7.8 60 9.0 0.84 33 1.27 6.7 60 6.4 63 1.39 0.95
0401-Bal Fidelity Puritan (FPURX) 7.8 55 8.1 0.76 31 1.14 6.2 55 6.1 61 1.22 0.89
0401-Bal Fidelity Strategic Real Ret (FSRRX) 5.8 26 4.3 0.40 21 0.61 Low Cat Risk 3.0 26 2.9 30 0.50 0.52
0401-Bal FPA Crescent (FPACX) 5.2 37 8.4 0.79 32 1.18 4.3 37 4.0 38 1.17 0.77
0401-Bal Green Century Bal (GCBLX) 7.0 46 7.5 0.70 30 1.06 5.3 46 5.1 49 1.12 0.88
0401-Bal Greenspring (GRSPX) 5.8 47 9.8 0.92 37 1.38 5.4 47 5.0 48 1.28 0.68
0401-Bal Hennessy Eq & Inc Inv (HEIFX) 6.9 41 6.8 0.64 27 0.96 4.8 41 4.7 45 0.98 0.83
0401-Bal Hennessy Total Return Inv (HDOGX) 11.6 72 6.9 0.64 27 0.97 7.9 72 7.9 77 0.89 0.66
0401-Bal Holland Bal (HOLBX) 5.5 34 6.9 0.64 27 0.97 4.0 34 3.7 36 0.94 0.74
0401-Bal Hussman Strategic Tot Ret (HSTRX) 6.7 31 4.8 0.45 22 0.68 Low Cat Risk 3.6 31 3.5 34 0.01 0.00
0401-Bal IMS Strategic Inc (IMSIX) -4.3 1 8.7 0.81 32 1.23 -5.5 1 -5.7 1 0.67 0.24
0401-Bal James Bal: Golden Rainbow R (GLRBX) 0.4 3 5.7 0.53 25 0.80 -0.2 3 -0.4 4 0.82 0.80
0401-Bal Janus Henderson Balanced T (JABAX) 10.8 68 7.1 0.66 28 1.00 7.6 68 7.5 73 1.01 0.82
0401-Bal Leuthold Core Invest Ret (LCORX) 6.6 37 6.5 0.61 26 0.92 4.4 37 4.3 40 0.86 0.70
0401-Bal Mairs & Power Bal Inv (MAPOX) 9.1 60 7.5 0.70 30 1.06 6.7 60 6.6 65 1.07 0.81
0401-Bal Manning & Napier PB Con S (EXDAX) 8.2 31 3.8 0.36 19 0.54 Low Cat Risk 3.6 31 3.5 34 0.55 0.83
0401-Bal Manning & Napier PB Ext S (MNBAX) 7.0 40 6.5 0.61 26 0.92 4.7 40 4.5 42 0.92 0.81
0401-Bal Manning & Napier PB Mod S (EXBAX) 6.3 31 5.1 0.48 23 0.72 Low Cat Risk 3.6 31 3.5 34 0.72 0.78
0401-Bal New Covenant Bal Gr (NCBGX) 7.6 45 6.7 0.63 26 0.94 5.2 45 5.1 49 1.02 0.92
0401-Bal New Covenant Bal Inc (NCBIX) 7.9 31 3.9 0.36 20 0.55 Low Cat Risk 3.6 31 3.5 34 0.61 0.95
0401-Bal Oakmark Equity & Inc Inv (OAKBX) 6.5 47 8.5 0.79 32 1.20 5.4 47 5.2 50 1.19 0.78
0401-Bal Oakmark Equity & Inc Serv (OARBX) 6.2 45 8.5 0.79 32 1.20 5.2 45 4.9 47 1.19 0.79
0401-Bal Pax Bal Individual Inv (PAXWX) 7.0 41 6.6 0.62 26 0.93 4.8 41 4.7 45 1.02 0.94
0401-Bal Permanent Port I (PRPFX) 7.1 43 7.0 0.65 28 0.99 5.0 43 4.8 46 0.79 0.51
0401-Bal Schwab Balanced (SWOBX) 7.1 46 7.4 0.69 29 1.04 5.3 46 5.1 49 1.11 0.90
0401-Bal Schwab MarketTrack Bal (SWBGX) 7.7 45 6.5 0.61 26 0.92 5.2 45 5.1 49 1.02 0.96
0401-Bal Schwab MarketTrack Cons (SWCGX) 7.7 33 4.4 0.41 21 0.62 Low Cat Risk 3.8 33 3.8 37 0.69 0.96
0401-Bal Schwab MarketTrack Grth (SWHGX) 7.6 57 8.9 0.83 33 1.25 6.5 57 6.2 61 1.35 0.93
0401-Bal T. Rowe Price Bal (RPBAX) 8.5 54 7.1 0.66 28 1.00 6.0 54 5.9 59 1.09 0.95
0401-Bal T. Rowe Price Cap Apprec (PRWCX) 11.9 71 6.6 0.62 26 0.93 7.8 71 7.9 77 0.98 0.89
0401-Bal T. Rowe Price Persl Str Bal (TRPBX) 9.2 55 6.8 0.64 27 0.96 6.2 55 6.1 61 1.06 0.96
0401-Bal T. Rowe Price Persl Str Grth (TRSGX) 8.5 65 8.8 0.82 33 1.24 7.2 65 7.0 69 1.36 0.94
0401-Bal T. Rowe Price Persl Str Inc (PRSIX) 10.0 45 4.8 0.45 22 0.68 Low Cat Risk 5.2 45 5.1 49 0.75 0.95
0401-Bal TETON Westwood Bal AAA (WEBAX) 8.2 49 6.8 0.64 27 0.96 5.6 49 5.5 54 0.99 0.83
0401-Bal TIAA-CREF MgAlloc Rtl (TIMRX) 7.3 45 7.0 0.65 28 0.99 5.2 45 5.0 48 1.10 0.97
0401-Bal USAA Cornerstone Conserv (USCCX) 10.0 34 3.4 0.32 15 0.48 Low Cat Risk 4.0 34 3.9 38 0.47 0.73
0401-Bal USAA Cornerstone Mod (USBSX) 6.3 33 5.6 0.52 24 0.79 3.8 33 3.6 35 0.88 0.95
0401-Bal USAA Grth & Tax Strat (USBLX) 9.8 48 5.4 0.50 24 0.76 5.5 48 5.4 53 0.81 0.87
0401-Bal Value Line Asset Alloc Inv (VLAAX) 10.1 67 7.5 0.70 30 1.06 7.4 67 7.4 73 1.07 0.82
0401-Bal Value Line Inc & Gr Inv (VALIX) 7.3 71 11.6 1.08 54 1.63 7.8 71 7.4 73 1.59 0.75
0401-Bal Vanguard Bal Idx (VBINX) 9.3 55 6.7 0.63 26 0.94 6.2 55 6.2 61 1.02 0.92
0401-Bal Vanguard Bal Idx Adm (VBIAX) 9.5 57 6.7 0.63 26 0.94 6.4 57 6.3 62 1.02 0.92
0401-Bal Vanguard LifeSt Cons Gr Inv (VSCGX) 9.4 37 4.3 0.40 21 0.61 Low Cat Risk 4.4 37 4.4 42 0.67 0.95
0401-Bal Vanguard LifeSt Grth Inv (VASGX) 7.9 57 8.4 0.79 32 1.18 6.5 57 6.3 62 1.32 0.98
0401-Bal Vanguard LifeSt Inc Inv (VASIX) 10.3 30 2.8 0.26 10 0.39 Low Cat Risk 3.5 30 3.4 34 0.35 0.60
0401-Bal Vanguard LifeSt Mod Gr Inv (VSMGX) 8.6 48 6.3 0.59 26 0.89 5.5 48 5.4 53 1.00 0.99
0401-Bal Vanguard STAR Inv (VGSTX) 8.5 55 7.4 0.69 29 1.04 6.2 55 6.0 60 1.15 0.96
0401-Bal Vanguard Tax-Mgd Bal Adm (VTMFX) 10.1 48 5.2 0.49 23 0.73 Low Cat Risk 5.5 48 5.5 54 0.80 0.92
0401-Bal Vanguard Wellesley Inc Inv (VWINX) 10.9 43 4.3 0.40 21 0.61 Low Cat Risk 5.0 43 5.0 48 0.59 0.75
0401-Bal Vanguard Wellington Inv (VWELX) 10.5 65 6.9 0.64 27 0.97 7.2 65 7.1 70 1.05 0.91
0401-Bal Villere Balanced Inv (VILLX) 4.3 40 11.8 1.10 55 1.66 4.7 40 4.1 39 1.51 0.66
0401-Bal Weitz Bal (WBALX) 8.0 37 5.1 0.48 23 0.72 Low Cat Risk 4.4 37 4.3 40 0.76 0.87
0401-Bal WesMark Bal (WMBLX) 7.5 45 6.8 0.64 27 0.96 5.2 45 5.0 48 0.98 0.82
0410-Bal-Glb Balanced: Global Category Average 6.1 39 7.3 0.68 29 1.00 4.5 39 4.3 40 1.08 0.00
0410-Bal-Glb AC Alternatives Inc Inv (ALNNX) 8.5 31 3.6 0.34 17 0.49 Low Cat Risk 3.6 31 3.5 34 0.50 0.74
0410-Bal-Glb AmCent Multi-Asset Rl Ret Inv (ASIOX) 6.3 34 5.9 0.55 25 0.81 Low Cat Risk 4.0 34 3.8 37 0.85 0.83
0410-Bal-Glb AmCent One Choice: Agg Inv (AOGIX) 6.5 49 8.9 0.83 33 1.22 5.6 49 5.3 51 1.38 0.96
0410-Bal-Glb AmCent One Choice: Mod Inv (AOMIX) 6.5 41 7.3 0.68 29 1.00 4.8 41 4.6 44 1.14 0.97
0410-Bal-Glb AMG FQ Glbl Rsk-Bal Z (MMAFX) 8.2 55 7.6 0.71 30 1.04 6.1 55 5.9 59 0.95 0.62
0410-Bal-Glb Appleseed Inv (APPLX) 9.2 71 8.8 0.82 33 1.21 7.8 71 7.6 74 1.15 0.69
0410-Bal-Glb BMO Bal Allocation Y (BGRYX) 6.5 40 7.1 0.66 28 0.97 4.7 40 4.5 42 1.10 0.97
0410-Bal-Glb DWS Global Inc Builder S (KTRSX) 8.2 51 7.0 0.65 28 0.96 5.8 51 5.6 55 1.08 0.94
0410-Bal-Glb DWS Mult-Asst Glbl Allc S (SPGRX) 1.1 7 7.7 0.72 30 1.05 1.1 7 0.7 7 1.10 0.82
0410-Bal-Glb FBP Apprec & Inc Opprt (FBPBX) 7.6 63 9.7 0.91 36 1.33 7.0 63 6.6 65 1.31 0.74
0410-Bal-Glb Fidelity Asset Mgr 40% (FFANX) 8.3 37 4.9 0.46 22 0.67 Low Cat Risk 4.4 37 4.3 40 0.77 0.96
0410-Bal-Glb Fidelity Asset Mgr 85% (FAMRX) 6.8 57 9.9 0.93 37 1.36 6.4 57 6.0 60 1.52 0.95
0410-Bal-Glb FundX Conser Upgrader (RELAX) 6.2 42 7.9 0.74 31 1.08 4.9 42 4.6 44 1.13 0.81
0410-Bal-Glb Janus Henderson Global Allc Cnsrv T (JSPCX) 5.3 27 5.1 0.48 23 0.70 Low Cat Risk 3.1 27 3.0 31 0.76 0.87
0410-Bal-Glb Janus Henderson Global Allc Gr T (JSPGX) 5.5 39 8.4 0.79 32 1.15 4.6 39 4.3 40 1.30 0.95
0410-Bal-Glb Janus Henderson Global Allc Mod T (JSPMX) 5.5 33 6.7 0.63 26 0.92 3.8 33 3.7 36 1.02 0.94
0410-Bal-Glb Leuthold Global Retl (GLBLX) 1.1 7 6.8 0.64 27 0.93 1.1 7 0.9 9 0.96 0.79
0410-Bal-Glb Manning & Napier PB Max S (EXHAX) 7.4 64 10.1 0.94 38 1.38 7.1 64 6.7 66 1.50 0.89
0410-Bal-Glb Northern Glbl Tactic Asset Allc (BBALX) 7.3 41 6.4 0.60 26 0.88 Low Cat Risk 4.8 41 4.6 44 1.00 0.96
0410-Bal-Glb Old Westbury Str Opprt (OWSOX) 4.3 28 7.1 0.66 28 0.97 3.2 28 3.0 31 1.05 0.88
0410-Bal-Glb Osterweis Strategic Invest (OSTVX) 6.3 42 7.8 0.73 30 1.07 4.9 42 4.7 45 1.18 0.91
0410-Bal-Glb T. Rowe Price Global Alloc (RPGAX) 7.5 45 6.8 0.64 27 0.93 5.2 45 5.0 48 1.05 0.94
0410-Bal-Glb USAA Cornerstone Aggres (UCAGX) 5.4 37 8.3 0.78 31 1.14 4.4 37 4.1 39 1.30 0.97
0410-Bal-Glb USAA Cornerstone Mod Cnsrv (UCMCX) 6.7 31 4.8 0.45 22 0.66 Low Cat Risk 3.6 31 3.5 34 0.72 0.88
0410-Bal-Glb USAA Crnst Mod Aggr (USCRX) 5.6 33 6.5 0.61 26 0.89 3.8 33 3.6 35 1.02 0.97
0410-Bal-Glb USAA Managed Alloc (UMAFX) 1.2 8 9.4 0.88 34 1.29 1.2 8 0.7 7 1.27 0.74
0410-Bal-Glb Vanguard Gbl Wellesley Inc Inv (VGWIX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0410-Bal-Glb Vanguard Gbl Wellington Inv (VGWLX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0450-InRet Target Date: In Retirement Category Average 8.6 36 4.3 0.40 21 1.00 4.1 36 4.0 38 0.67 0.00
0450-InRet AmCent One Choice In Ret Inv (ARTOX) 6.8 33 5.1 0.48 23 1.19 3.8 33 3.8 37 0.81 0.98
0450-InRet DWS Mult-Asst Cnsv Allc S (SPBAX) 4.7 25 5.0 0.47 23 1.16 2.8 25 2.6 28 0.76 0.91
0450-InRet Fidelity Freedom 2005 (FFFVX) 9.9 37 4.0 0.37 20 0.93 4.4 37 4.4 42 0.62 0.93
0450-InRet Fidelity Freedom 2010 (FFFCX) 9.3 42 5.0 0.47 23 1.16 4.9 42 4.9 47 0.78 0.96
0450-InRet Fidelity Freedom 2015 (FFVFX) 8.9 47 5.8 0.54 25 1.35 5.4 47 5.3 51 0.92 0.97
0450-InRet Fidelity Freedom Inc (FFFAX) 10.2 32 3.1 0.29 13 0.72 Low Cat Risk 3.7 32 3.7 36 0.46 0.85
0450-InRet Fidelity Freedom Index 2005 Investor (FJIFX) 9.9 34 3.5 0.33 16 0.81 Low Cat Risk 4.0 34 3.9 38 0.54 0.96
0450-InRet Fidelity Freedom Index 2010 Investor (FKIFX) 9.6 39 4.3 0.40 21 1.00 4.6 39 4.5 42 0.69 0.98
0450-InRet Fidelity Freedom Index 2015 Investor (FLIFX) 9.0 43 5.3 0.50 24 1.23 5.0 43 5.0 48 0.84 0.99
0450-InRet Fidelity Freedom Index Income Investor (FIKFX) 9.7 27 2.5 0.23 7 0.58 Low Cat Risk 3.1 27 3.1 32 0.38 0.85
0450-InRet Schwab Mthly Inc Enh Pay (SWKRX) 5.2 23 3.7 0.35 18 0.86 2.5 23 2.4 26 0.56 0.90
0450-InRet Schwab Mthly Inc Max Pay (SWLRX) 5.0 19 2.6 0.24 8 0.60 Low Cat Risk 2.0 19 2.0 22 0.32 0.56
0450-InRet Schwab Target 2010 (SWBRX) 7.1 30 4.2 0.39 20 0.98 3.5 30 3.4 34 0.66 0.96
0450-InRet Schwab Target 2015 (SWGRX) 7.1 31 4.4 0.41 21 1.02 3.6 31 3.5 34 0.70 0.96
0450-InRet T. Rowe Price Rtmt 2005 (TRRFX) 9.4 39 4.4 0.41 21 1.02 4.6 39 4.5 42 0.70 0.96
0450-InRet T. Rowe Price Rtmt 2010 (TRRAX) 9.4 42 4.9 0.46 22 1.14 4.9 42 4.8 46 0.77 0.97
0450-InRet T. Rowe Price Rtmt 2015 (TRRGX) 9.0 46 5.6 0.52 24 1.30 5.3 46 5.2 50 0.89 0.98
0450-InRet T. Rowe Price Rtmt Bal (TRRIX) 8.8 37 4.5 0.42 22 1.05 4.3 37 4.3 40 0.71 0.97
0450-InRet T. Rowe Price Target 2010 (TRROX) 9.5 37 4.2 0.39 20 0.98 4.4 37 4.4 42 0.66 0.95
0450-InRet T. Rowe Price Target 2015 (TRRTX) 9.2 39 4.6 0.43 22 1.07 4.6 39 4.5 42 0.72 0.96
0450-InRet USAA Tgt Rtmt Inc (URINX) 9.2 33 3.6 0.34 17 0.84 Low Cat Risk 3.8 33 3.8 37 0.56 0.92
0450-InRet Vanguard Mngd Payout Inv (VPGDX) 8.0 41 5.7 0.53 25 1.33 4.8 41 4.7 45 0.90 0.96
0450-InRet Vanguard Tgt Rtmt 2015 Inv (VTXVX) 9.4 40 4.6 0.43 22 1.07 4.7 40 4.7 45 0.73 0.97
0450-InRet Vanguard Tgt Rtmt Inc Inv (VTINX) 9.8 33 3.4 0.32 15 0.79 Low Cat Risk 3.8 33 3.8 37 0.51 0.89
0450-TD2020 Target Date: 2020-2029 Category Average 8.2 46 6.2 0.58 25 1.00 5.2 46 5.1 49 0.97 0.00
0450-TD2020 AmCent One Choice 2020 Inv (ARBVX) 7.0 35 5.3 0.50 24 0.85 Low Cat Risk 4.1 35 4.0 38 0.85 0.98
0450-TD2020 AmCent One Choice 2025 Inv (ARWIX) 6.9 37 5.9 0.55 25 0.95 4.3 37 4.2 40 0.93 0.98
0450-TD2020 Fidelity Freedom 2020 (FFFDX) 8.5 49 6.5 0.61 26 1.05 5.6 49 5.5 54 1.03 0.97
0450-TD2020 Fidelity Freedom 2025 (FFTWX) 8.2 52 7.2 0.67 29 1.16 5.9 52 5.7 57 1.13 0.97
0450-TD2020 Fidelity Freedom Index 2020 Investor (FPIFX) 8.8 47 6.0 0.56 25 0.97 5.4 47 5.4 53 0.94 0.99
0450-TD2020 Fidelity Freedom Index 2025 Investor (FQIFX) 8.6 51 6.6 0.62 26 1.06 5.8 51 5.7 57 1.05 0.99
0450-TD2020 Schwab Target 2020 (SWCRX) 7.0 36 5.6 0.52 24 0.90 4.2 36 4.1 39 0.87 0.97
0450-TD2020 Schwab Target 2025 (SWHRX) 6.6 40 6.9 0.64 27 1.11 4.7 40 4.5 42 1.08 0.97
0450-TD2020 T. Rowe Price Rtmt 2020 (TRRBX) 8.6 51 6.6 0.62 26 1.06 5.8 51 5.7 57 1.04 0.98
0450-TD2020 T. Rowe Price Rtmt 2025 (TRRHX) 8.5 55 7.4 0.69 29 1.19 6.2 55 6.1 61 1.16 0.97
0450-TD2020 T. Rowe Price Target 2020 (TRRUX) 8.9 42 5.2 0.49 23 0.84 Low Cat Risk 4.9 42 4.8 46 0.82 0.98
0450-TD2020 T. Rowe Price Target 2025 (TRRVX) 8.6 46 6.0 0.56 25 0.97 5.3 46 5.2 50 0.94 0.98
0450-TD2020 USAA Tgt Rtmt 2020 (URTNX) 8.8 42 5.3 0.50 24 0.85 Low Cat Risk 4.9 42 4.8 46 0.84 0.98
0450-TD2020 Vanguard Tgt Rtmt 2020 Inv (VTWNX) 9.0 47 5.8 0.54 25 0.94 5.4 47 5.3 51 0.92 0.99
0450-TD2020 Vanguard Tgt Rtmt 2025 Inv (VTTVX) 8.5 51 6.7 0.63 26 1.08 5.8 51 5.7 57 1.06 0.99
0450-TD2030 Target Date: 2030-2039 Category Average 7.8 55 8.0 0.75 31 1.00 6.1 55 5.9 59 1.24 0.00
0450-TD2030 AmCent One Choice 2030 Inv (ARCVX) 6.8 39 6.5 0.61 26 0.81 Low Cat Risk 4.6 39 4.4 42 1.02 0.98
0450-TD2030 AmCent One Choice 2035 Inv (ARYIX) 6.6 41 7.1 0.66 28 0.89 4.8 41 4.7 45 1.11 0.97
0450-TD2030 Fidelity Freedom 2030 (FFFEX) 7.9 59 8.6 0.80 32 1.08 6.6 59 6.4 63 1.33 0.96
0450-TD2030 Fidelity Freedom 2035 (FFTHX) 7.5 63 9.8 0.92 37 1.23 7.0 63 6.6 65 1.51 0.95
0450-TD2030 Fidelity Freedom Index 2030 Investor (FXIFX) 8.6 60 8.0 0.75 31 1.00 6.7 60 6.6 65 1.25 0.98
0450-TD2030 Fidelity Freedom Index 2035 Investor (FIHFX) 8.3 67 9.3 0.87 34 1.16 7.3 67 7.0 69 1.44 0.97
0450-TD2030 Schwab Target 2030 (SWDRX) 6.6 45 7.9 0.74 31 0.99 5.2 45 4.8 46 1.23 0.96
0450-TD2030 Schwab Target 2035 (SWIRX) 6.3 47 8.8 0.82 33 1.10 5.4 47 5.0 48 1.36 0.96
0450-TD2030 T. Rowe Price Rtmt 2030 (TRRCX) 8.3 59 8.2 0.77 31 1.02 6.6 59 6.4 63 1.27 0.97
0450-TD2030 T. Rowe Price Rtmt 2035 (TRRJX) 8.0 61 8.8 0.82 33 1.10 6.8 61 6.6 65 1.37 0.96
0450-TD2030 T. Rowe Price Target 2030 (TRRWX) 8.5 51 6.7 0.63 26 0.84 Low Cat Risk 5.8 51 5.6 55 1.06 0.98
0450-TD2030 T. Rowe Price Target 2035 (RPGRX) 8.2 55 7.5 0.70 30 0.94 6.1 55 5.9 59 1.17 0.97
0450-TD2030 USAA Tgt Rtmt 2030 (URTRX) 7.9 49 7.1 0.66 28 0.89 Low Cat Risk 5.6 49 5.4 53 1.12 0.98
0450-TD2030 Vanguard Tgt Rtmt 2030 Inv (VTHRX) 8.4 55 7.5 0.70 30 0.94 6.2 55 6.0 60 1.18 0.99
0450-TD2030 Vanguard Tgt Rtmt 2035 Inv (VTTHX) 8.1 59 8.3 0.78 31 1.04 6.6 59 6.4 63 1.30 0.98
0450-TD2040 Target Date: 2040-2049 Category Average 7.4 59 9.2 0.86 34 1.00 6.5 59 6.2 61 1.41 0.00
0450-TD2040 AmCent One Choice 2040 Inv (ARDVX) 6.8 46 7.8 0.73 30 0.85 Low Cat Risk 5.3 46 5.0 48 1.21 0.96
0450-TD2040 AmCent One Choice 2045 Inv (AROIX) 6.7 48 8.5 0.79 32 0.92 5.5 48 5.3 51 1.31 0.96
0450-TD2040 Fidelity Freedom 2040 (FFFFX) 7.2 61 10.0 0.93 38 1.09 6.8 61 6.5 64 1.54 0.95
0450-TD2040 Fidelity Freedom 2045 (FFFGX) 7.2 61 10.0 0.93 38 1.09 6.8 61 6.5 64 1.54 0.95
0450-TD2040 Fidelity Freedom Index 2040 Investor (FBIFX) 7.9 65 9.5 0.89 35 1.03 7.2 65 6.9 68 1.47 0.96
0450-TD2040 Fidelity Freedom Index 2045 Investor (FIOFX) 7.9 65 9.5 0.89 35 1.03 7.2 65 6.9 68 1.47 0.96
0450-TD2040 Schwab Target 2040 (SWERX) 6.2 49 9.6 0.90 36 1.04 5.6 49 5.2 50 1.47 0.95
0450-TD2040 Schwab Target 2045 (SWMRX) 6.0 51 10.1 0.94 38 1.10 5.8 51 5.3 51 1.55 0.95
0450-TD2040 T. Rowe Price Rtmt 2040 (TRRDX) 7.8 63 9.4 0.88 34 1.02 7.0 63 6.7 66 1.44 0.95
0450-TD2040 T. Rowe Price Rtmt 2045 (TRRKX) 7.8 64 9.6 0.90 36 1.04 7.1 64 6.8 67 1.47 0.95
0450-TD2040 T. Rowe Price Target 2040 (TRHRX) 8.2 57 8.1 0.76 31 0.88 Low Cat Risk 6.5 57 6.2 61 1.26 0.97
0450-TD2040 T. Rowe Price Target 2045 (RPTFX) 8.1 60 8.6 0.80 32 0.93 6.7 60 6.4 63 1.33 0.96
0450-TD2040 USAA Tgt Rtmt 2040 (URFRX) 7.1 52 8.4 0.79 32 0.91 Low Cat Risk 5.9 52 5.6 55 1.32 0.97
0450-TD2040 Vanguard Tgt Rtmt 2040 Inv (VFORX) 7.9 63 9.1 0.85 34 0.99 7.0 63 6.7 66 1.42 0.97
0450-TD2040 Vanguard Tgt Rtmt 2045 Inv (VTIVX) 7.8 64 9.5 0.89 35 1.03 7.1 64 6.7 66 1.48 0.97
0450-TD2050 Target Date: 2050-2059 Category Average 7.3 60 9.6 0.90 36 1.00 6.6 60 6.3 62 1.48 0.00
0450-TD2050 AmCent One Choice 2050 Inv (ARFVX) 6.7 51 8.9 0.83 33 0.93 Low Cat Risk 5.8 51 5.5 54 1.38 0.96
0450-TD2050 AmCent One Choice 2055 Inv (AREVX) 6.6 52 9.3 0.87 34 0.97 5.9 52 5.6 55 1.43 0.95
0450-TD2050 Fidelity Freedom 2050 (FFFHX) 7.2 61 10.0 0.93 38 1.04 6.8 61 6.5 64 1.54 0.95
0450-TD2050 Fidelity Freedom 2055 (FDEEX) 7.2 61 10.0 0.93 38 1.04 6.8 61 6.5 64 1.53 0.95
0450-TD2050 Fidelity Freedom Index 2050 Investor (FIPFX) 7.9 65 9.5 0.89 35 0.99 7.2 65 6.9 68 1.48 0.96
0450-TD2050 Fidelity Freedom Index 2055 Investor (FDEWX) 8.0 65 9.5 0.89 35 0.99 7.2 65 6.9 68 1.47 0.96
0450-TD2050 Schwab Target 2050 (SWNRX) 6.0 52 10.3 0.96 40 1.07 5.9 52 5.4 53 1.59 0.95
0450-TD2050 Schwab Target 2055 (SWORX) 6.0 54 10.6 0.99 41 1.10 6.0 54 5.5 54 1.62 0.94
0450-TD2050 T. Rowe Price Rtmt 2050 (TRRMX) 7.8 64 9.5 0.89 35 0.99 7.1 64 6.8 67 1.47 0.95
0450-TD2050 T. Rowe Price Rtmt 2055 (TRRNX) 7.8 64 9.6 0.90 36 1.00 7.1 64 6.7 66 1.48 0.95
0450-TD2050 T. Rowe Price Target 2050 (TRFOX) 7.8 61 9.1 0.85 34 0.95 Low Cat Risk 6.8 61 6.6 65 1.41 0.96
0450-TD2050 USAA Tgt Rtmt 2050 (URFFX) 7.0 54 8.8 0.82 33 0.92 Low Cat Risk 6.0 54 5.7 57 1.37 0.97
0450-TD2050 Vanguard Tgt Rtmt 2050 Inv (VFIFX) 7.8 64 9.5 0.89 35 0.99 7.1 64 6.7 66 1.48 0.97
0450-TD2050 Vanguard Tgt Rtmt 2055 Inv (VFFVX) 7.8 64 9.5 0.89 35 0.99 7.1 64 6.7 66 1.48 0.97
0450-TD2060 Target Date: 2060+ Category Average 7.5 61 9.5 0.89 35 1.00 6.8 61 6.5 64 1.46 0.00
0450-TD2060 Fidelity Freedom 2060 (FDKVX) 7.2 61 10.0 0.93 38 1.05 6.8 61 6.5 64 1.54 0.95
0450-TD2060 Fidelity Freedom Index 2060 Investor (FDKLX) 7.9 65 9.5 0.89 35 1.00 7.2 65 6.9 68 1.48 0.96
0450-TD2060 T. Rowe Price Retirement 2060 (TRRLX) 7.6 63 9.5 0.89 35 1.00 7.0 63 6.7 66 1.47 0.95
0450-TD2060 USAA Trgt Retirement 2060 (URSIX) 7.0 54 8.8 0.82 33 0.93 Low Cat Risk 6.0 54 5.7 57 1.37 0.97
0450-TD2060 Vanguard Tgt Rtmt 2060 Inv (VTTSX) 7.7 63 9.5 0.89 35 1.00 7.0 63 6.7 66 1.48 0.97
0450-TD2060 Vanguard Tgt Rtmt 2065 Inv (VLXVX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0502-B-CHY Corporate High-Yield Bond Category Average 11.6 46 4.2 0.39 20 1.00 5.2 46 5.2 50 0.10 0.00
0502-B-CHY Aberdeen Glb High Inc A (BJBHX) 10.0 40 4.3 0.40 21 1.02 4.7 40 4.6 44 0.08 0.00
0502-B-CHY Access Flex Hi Yld Inv (FYAIX) 11.4 37 3.4 0.32 15 0.81 4.4 37 4.4 42 0.58 0.23
0502-B-CHY AmCent High-Yield Inv (ABHIX) 11.4 46 4.3 0.40 21 1.02 5.3 46 5.3 51 0.22 0.02
0502-B-CHY Amer Beacon SiM Hi Yd Op Inv (SHYPX) 15.7 61 4.2 0.39 20 1.00 6.8 61 6.9 68 -0.02 0.00
0502-B-CHY American Century NT High Inc Inv (AHGVX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0502-B-CHY Buffalo High-Yield (BUFHX) 9.2 29 3.0 0.28 12 0.71 Low Cat Risk 3.4 29 3.3 33 0.01 0.00
0502-B-CHY DWS Global High Inc S (SGHSX) 13.4 51 4.0 0.37 20 0.95 5.8 51 5.8 58 0.19 0.02
0502-B-CHY Fairholme Focus'd Inc (FOCIX) 6.5 68 12.9 1.21 66 3.07 7.6 68 7.0 69 -0.92 0.04
0502-B-CHY Federated High Yield Svc (FHYTX) 10.0 47 5.1 0.48 23 1.21 5.4 47 5.4 53 0.09 0.00
0502-B-CHY Fidelity Capital & Inc (FAGIX) 8.7 46 5.8 0.54 25 1.38 5.3 46 5.2 50 0.00 0.00
0502-B-CHY Fidelity Float Rate Hi Inc (FFRHX) 13.6 39 2.9 0.27 11 0.69 Low Cat Risk 4.6 39 4.5 42 -0.19 0.03
0502-B-CHY Fidelity Focused Hi Inc (FHIFX) 11.8 41 3.7 0.35 18 0.88 4.8 41 4.8 46 0.22 0.03
0502-B-CHY Fidelity Global High Inc (FGHNX) 11.5 52 4.9 0.46 22 1.17 5.9 52 5.8 58 0.40 0.05
0502-B-CHY Fidelity High Inc (SPHIX) 13.7 63 4.9 0.46 22 1.17 7.0 63 7.1 70 0.15 0.01
0502-B-CHY Fidelity Short Duration High Income (FSAHX) 11.7 40 3.6 0.34 17 0.86 4.7 40 4.6 44 0.04 0.00
0502-B-CHY Harbor High-Yield Bd Inv (HYFIX) 12.1 42 3.7 0.35 18 0.88 4.9 42 4.9 47 0.13 0.01
0502-B-CHY Iron Strategic Inc Instl (IFUNX) 4.4 19 3.1 0.29 13 0.74 Low Cat Risk 2.0 19 1.9 20 0.11 0.01
0502-B-CHY Janus Henderson High-Yield T (JAHYX) 12.3 43 3.7 0.35 18 0.88 5.0 43 5.0 48 0.13 0.01
0502-B-CHY Manning & Napier Hi Yd Bd S (MNHYX) 15.9 59 3.9 0.36 20 0.93 6.6 59 6.6 65 0.28 0.04
0502-B-CHY Nicholas High Inc I (NCINX) 9.9 31 3.0 0.28 12 0.71 Low Cat Risk 3.6 31 3.6 35 0.25 0.05
0502-B-CHY Northeast Investors Trust (NTHEX) 6.5 52 9.4 0.88 34 2.24 5.9 52 5.6 55 -0.54 0.03
0502-B-CHY Northern High Yield Fx Inc (NHFIX) 9.9 41 4.5 0.42 22 1.07 4.8 41 4.8 46 -0.04 0.00
0502-B-CHY Northern Mlt-Mgr Hi Yld (NMHYX) 16.0 65 4.3 0.40 21 1.02 7.2 65 7.2 71 0.08 0.00
0502-B-CHY Nubrgr Ber Hi Inc Bd Inv (NHINX) 12.8 47 3.9 0.36 20 0.93 5.4 47 5.4 53 0.19 0.02
0502-B-CHY Osterweis Strategic Inc (OSTIX) 15.1 46 3.2 0.30 14 0.76 Low Cat Risk 5.3 46 5.3 51 -0.02 0.00
0502-B-CHY Pax High Yld Bd Ind Inv (PAXHX) 11.2 47 4.5 0.42 22 1.07 5.4 47 5.4 53 0.05 0.00
0502-B-CHY Payden High Inc (PYHRX) 12.0 39 3.4 0.32 15 0.81 Low Cat Risk 4.6 39 4.6 44 0.19 0.02
0502-B-CHY PIA High Yield Instl (PHYSX) 14.6 55 4.0 0.37 20 0.95 6.2 55 6.3 62 0.14 0.01
0502-B-CHY RiverPark ShTm Hi Yd Ret (RPHYX) 31.3 23 0.5 0.05 0 0.12 Low Cat Risk 2.5 23 2.5 27 -0.01 0.00
0502-B-CHY Rydex Hi Yd Stgy H (RYHGX) 12.2 42 3.6 0.34 17 0.86 4.9 42 4.9 47 0.61 0.22
0502-B-CHY Segall Bryant & Hamill Qual HY (WTLTX) 13.7 47 3.6 0.34 17 0.86 5.4 47 5.4 53 0.30 0.05
0502-B-CHY T. Rowe Price Hi-Yld (PRHYX) 13.5 52 4.1 0.38 20 0.98 5.9 52 5.9 59 0.16 0.01
0502-B-CHY TCW High Yield Bond N (TGHNX) 19.0 37 2.0 0.19 5 0.48 Low Cat Risk 4.4 37 4.4 42 0.16 0.05
0502-B-CHY TIAA-CREF Hi-Yld Rtl (TIYRX) 12.0 52 4.7 0.44 22 1.12 5.9 52 5.9 59 0.08 0.00
0502-B-CHY Toews Tactical Inc (THHYX) 10.7 36 3.4 0.32 15 0.81 Low Cat Risk 4.2 36 4.1 39 0.32 0.07
0502-B-CHY USAA High-Yield (USHYX) 13.3 60 4.9 0.46 22 1.17 6.7 60 6.8 67 0.19 0.01
0502-B-CHY Vanguard Hi-Yld Corp Inv (VWEHX) 12.0 42 3.7 0.35 18 0.88 4.9 42 4.9 47 0.26 0.04
0503-B-Cnvt Convertible Bond Category Average 6.1 39 7.4 0.69 29 1.00 4.6 39 4.3 40 0.99 0.00
0503-B-Cnvt Fidelity Convertible Sec (FCVSX) 5.9 42 8.5 0.79 32 1.15 4.9 42 4.6 44 1.17 0.76
0503-B-Cnvt Vanguard Convert Sec Inv (VCVSX) 6.4 36 6.2 0.58 25 0.84 4.2 36 4.1 39 0.82 0.69
0504-B-MB Mortgage-Backed Bond Category Average 1.4 8 1.8 0.17 4 1.00 1.1 8 1.1 11 0.59 0.00
0504-B-MB AmCent Ginnie Mae Inv (BGNMX) 1.1 6 2.0 0.19 5 1.11 1.0 6 0.9 9 0.66 0.86
0504-B-MB AMF Ultra Short Mortgage (ASARX) 1.0 3 0.7 0.07 1 0.39 Low Cat Risk -0.4 3 -0.4 4 0.19 0.53
0504-B-MB AMG Mgrs Interm Dur Gov N (MGIDX) 1.1 6 2.1 0.20 5 1.17 1.0 6 0.9 9 0.69 0.86
0504-B-MB AMG Mgrs Short Dur Govt N (MGSDX) 1.1 5 0.4 0.04 0 0.22 Low Cat Risk 0.8 5 0.8 8 -0.01 0.01
0504-B-MB Dreyfus US Mortgage Z (DRGMX) 1.0 5 1.8 0.17 4 1.00 0.7 5 0.7 7 0.61 0.90
0504-B-MB Fidelity GNMA (FGMNX) 2.3 10 2.0 0.19 5 1.11 1.3 10 1.3 13 0.65 0.86
0504-B-MB Fidelity Mtg Secs (FMSFX) 4.0 14 2.2 0.21 6 1.22 1.7 14 1.6 17 0.74 0.91
0504-B-MB Payden GNMA (PYGNX) 1.7 8 2.2 0.21 6 1.22 1.2 8 1.1 11 0.70 0.83
0504-B-MB PIA MBS Bond (PMTGX) 3.3 13 2.3 0.21 6 1.28 1.6 13 1.5 15 0.75 0.89
0504-B-MB Sit U.S. Govt Secs (SNGVX) 3.4 10 1.1 0.10 2 0.61 Low Cat Risk 1.3 10 1.2 12 0.35 0.84
0504-B-MB T. Rowe Price GNMA (PRGMX) 1.8 8 1.7 0.16 4 0.94 1.2 8 1.1 11 0.55 0.85
0504-B-MB TCW Total Return Bond N (TGMNX) 3.3 14 2.8 0.26 10 1.56 1.7 14 1.5 15 0.96 0.95
0504-B-MB USAA Gov't Sec (USGNX) 1.7 8 2.0 0.19 5 1.11 1.2 8 1.2 12 0.68 0.90
0504-B-MB Vanguard GNMA Inv (VFIIX) 3.5 13 2.1 0.20 5 1.17 1.6 13 1.5 15 0.70 0.88
0504-B-MB Vanguard Mortgage-Backed Secs Idx Adm (VMBSX) 3.4 13 2.2 0.21 6 1.22 1.6 13 1.5 15 0.73 0.90
0504-B-MB Victory INCORE Fd for Inc R (GGIFX) 1.0 5 1.6 0.15 4 0.89 Low Cat Risk 0.8 5 0.7 7 0.51 0.80
0505-B-GvST Government: Short-Term Bond Category Average 1.1 5 1.0 0.09 2 1.00 0.8 5 0.7 7 0.31 0.00
0505-B-GvST AmCent ShTm Gov Inv (TWUSX) 1.0 4 0.8 0.07 2 0.80 0.6 4 0.5 6 0.23 0.72
0505-B-GvST AmCent Zero Cpn 2020 Inv (BTTTX) 1.1 7 2.2 0.21 6 2.20 1.1 7 1.1 11 0.64 0.69
0505-B-GvST Dreyfus Short Dur Bond Z (DSIGX) 1.1 6 0.2 0.02 0 0.20 Low Cat Risk 1.0 6 0.9 9 -0.01 0.03
0505-B-GvST Homestead Short-Term Gov (HOSGX) 1.1 5 1.0 0.09 2 1.00 0.8 5 0.8 8 0.28 0.64
0505-B-GvST Northern Sh-Int US Govt (NSIUX) 1.0 4 1.4 0.13 3 1.40 0.5 4 0.4 6 0.46 0.83
0505-B-GvST Payden US Government (PYUSX) 1.0 5 1.2 0.11 3 1.20 0.7 5 0.6 6 0.41 0.85
0505-B-GvST Permanent Port ST Treas I (PRTBX) 1.1 4 0.2 0.02 0 0.20 Low Cat Risk 0.4 4 0.3 6 0.04 0.40
0505-B-GvST PIA Short Term Sec Adv (PIASX) 3.9 8 0.4 0.04 0 0.40 Low Cat Risk 1.2 8 1.2 12 0.09 0.29
0505-B-GvST Shelton US Gov Sec Dir (CAUSX) 1.0 4 2.6 0.24 8 2.60 0.6 4 0.5 6 0.84 0.89
0505-B-GvST US Global Invs US Govt Ultra-Shrt Bd (UGSDX) 1.1 5 0.7 0.07 1 0.70 0.7 5 0.7 7 0.11 0.18
0505-B-GvST Vanguard ShtTm Fed Inv (VSGBX) 1.1 7 1.1 0.10 2 1.10 1.1 7 1.0 10 0.36 0.79
0505-B-GvST Vanguard Sht-Tm Trs Idx Adm (VSBSX) 1.1 5 0.8 0.07 2 0.80 0.8 5 0.8 8 0.26 0.75
0505-B-GvST Vanguard Sht-Tm Trs Inv (VFISX) 1.1 6 1.1 0.10 2 1.10 1.0 6 0.9 9 0.33 0.73
0506-B-GvIT Government: Intermediate-Term Bond Category Average 1.4 8 2.9 0.27 11 1.00 1.2 8 1.1 11 0.95 0.00
0506-B-GvIT AmCent Govt Bd Inv (CPTNX) 1.6 8 2.7 0.25 9 0.93 1.2 8 1.1 11 0.91 0.94
0506-B-GvIT Columbia US Treas Idx Inst (IUTIX) 1.8 10 3.4 0.32 15 1.17 1.3 10 1.2 12 1.13 0.92
0506-B-GvIT Dupree Interm Govt Bond (DPIGX) 1.5 8 2.9 0.27 11 1.00 1.2 8 1.1 11 0.91 0.81
0506-B-GvIT Fidelity Government Inc (FGOVX) 1.9 10 2.9 0.27 11 1.00 1.3 10 1.2 12 0.99 0.93
0506-B-GvIT Fidelity Interm Govt Inc (FSTGX) 1.1 7 2.1 0.20 5 0.72 Low Cat Risk 1.1 7 1.0 10 0.70 0.86
0506-B-GvIT Northern U.S. Government (NOUGX) 1.0 5 2.2 0.21 6 0.76 Low Cat Risk 0.7 5 0.6 6 0.70 0.86
0506-B-GvIT Northern US Treasury Idx (BTIAX) 1.8 10 3.4 0.32 15 1.17 1.3 10 1.2 12 1.12 0.92
0506-B-GvIT T. Rowe Price US Treas Interm (PRTIX) 1.1 7 3.5 0.33 16 1.21 1.1 7 1.0 10 1.14 0.87
0506-B-GvIT Vanguard Intmdt-Term Trs Idx Adm (VSIGX) 2.3 12 3.2 0.30 14 1.10 1.4 12 1.3 13 1.04 0.86
0506-B-GvIT Vanguard IntTm Treas Inv (VFITX) 1.9 10 3.3 0.31 15 1.14 1.3 10 1.2 12 1.06 0.86
0506-B-GvIT WesMark Gvt Bond (WMBDX) 1.1 6 2.3 0.21 6 0.79 1.0 6 0.9 9 0.75 0.84
0507-B-GvLT Government: Long-Term Bond Category Average 2.4 23 10.5 0.98 40 1.00 2.4 23 1.8 19 3.38 0.00
0507-B-GvLT AmCent Zero Cpn 2025 Inv (BTTRX) 3.3 20 5.2 0.49 23 0.50 Low Cat Risk 2.2 20 2.0 22 1.66 0.85
0507-B-GvLT Direxion Mthly 10Yr Treas Bull 2X (DXKLX) 0.5 4 9.9 0.93 37 0.94 0.5 4 0.0 5 3.17 0.87
0507-B-GvLT ProFunds US Govt Plus Inv (GVPIX) 2.0 22 13.9 1.30 74 1.32 2.3 22 1.3 13 4.50 0.87
0507-B-GvLT Rydex Govt LgBd 1.2x Str Inv (RYGBX) 2.2 23 13.7 1.28 73 1.30 2.5 23 1.6 17 4.42 0.87
0507-B-GvLT T. Rowe Price US Treas LgTm (PRULX) 2.8 25 9.6 0.90 36 0.91 Low Cat Risk 2.6 25 2.2 24 3.11 0.88
0507-B-GvLT Vanguard LgTm US Try Inv (VUSTX) 3.2 26 9.8 0.92 37 0.93 3.0 26 2.5 27 3.18 0.89
0507-B-GvLT Vanguard LgTm US Try Idx Adm (VLGSX) 3.3 27 9.7 0.91 36 0.92 3.1 27 2.6 28 3.16 0.88
0507-B-GvLT Wasatch-Hoisington US Tr (WHOSX) 2.7 26 12.1 1.13 59 1.15 2.9 26 2.1 23 3.89 0.87
0508-B-IP Inflation-Protected Bond Category Average 3.1 13 2.2 0.21 6 1.00 1.5 13 1.4 14 0.62 0.00
0508-B-IP AmCent Inf-Adj Bond Inv (ACITX) 3.5 16 3.1 0.29 13 1.41 1.8 16 1.7 18 0.91 0.66
0508-B-IP AmCent ShDur Inf-Prot Bd Inv (APOIX) 2.8 10 1.4 0.13 3 0.64 1.3 10 1.3 13 0.32 0.35
0508-B-IP Dreyfus Infl-Adj Sec Inv (DIAVX) 1.6 8 2.4 0.22 6 1.09 1.2 8 1.2 12 0.70 0.67
0508-B-IP Schwab Treas Infl Prot Idx (SWRSX) 4.4 19 3.0 0.28 12 1.36 2.0 19 2.0 22 0.92 0.73
0508-B-IP T. Rowe Price Infl Prot Bd (PRIPX) 3.1 14 3.1 0.29 13 1.41 1.7 14 1.6 17 0.92 0.70
0508-B-IP T. Rowe Price Ltd Dur Infl Focus Bd (TRBFX) 1.1 7 1.4 0.13 3 0.64 1.1 7 1.0 10 0.33 0.41
0508-B-IP TIAA-CREF InflLk Rtl (TCILX) 2.2 10 2.3 0.21 6 1.05 1.3 10 1.3 13 0.68 0.68
0508-B-IP Vanguard Infl-Prot Secs Inv (VIPSX) 3.9 17 3.1 0.29 13 1.41 1.9 17 1.9 20 0.92 0.70
0508-B-IP Vanguard ST Infl-Prot Sec Idx Adm (VTAPX) 3.1 10 1.2 0.11 3 0.55 Low Cat Risk 1.3 10 1.3 13 0.30 0.41
0508-B-IP Vanguard ST Infl-Prot Sec Idx Inv (VTIPX) 3.1 10 1.2 0.11 3 0.55 Low Cat Risk 1.3 10 1.2 12 0.30 0.41
0510-B-GenST General Bond: Short-Term Category Average 7.4 14 0.9 0.08 2 1.00 1.6 14 1.6 17 0.23 0.00
0510-B-GenST AB Short Duration R (SNSDX) 1.1 6 0.8 0.07 2 0.89 1.0 6 0.9 9 0.25 0.76
0510-B-GenST AmCent Short Duration Inv (ACSNX) 9.2 13 0.6 0.06 1 0.67 1.6 13 1.5 15 0.17 0.51
0510-B-GenST American Century Short Dur Strt Inc Inv (ASDVX) 12.8 25 1.5 0.14 4 1.67 2.8 25 2.8 29 0.07 0.02
0510-B-GenST Cavanal Hill Limited Dur Inv (APSTX) 1.1 7 0.8 0.07 2 0.89 1.1 7 1.1 11 0.26 0.80
0510-B-GenST Dreyfus S/T Inc D (DSTIX) 1.0 5 1.0 0.09 2 1.11 0.7 5 0.7 7 0.30 0.60
0510-B-GenST DWS Short Duration S (DBPIX) 10.3 16 0.8 0.07 2 0.89 1.8 16 1.8 19 0.12 0.14
0510-B-GenST Fidelity Consrv Inc Bd (FCONX) 13.3 10 0.2 0.02 0 0.22 Low Cat Risk 1.3 10 1.3 13 -0.01 0.01
0510-B-GenST Fidelity Flex Conservative Income Bd (FJTDX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0510-B-GenST Fidelity Limited Term Bond (FJRLX) 6.0 14 1.3 0.12 3 1.44 1.7 14 1.7 18 0.41 0.78
0510-B-GenST Fidelity Sh-Term Bond (FSHBX) 4.5 10 0.7 0.07 1 0.78 1.3 10 1.2 12 0.24 0.77
0510-B-GenST Homestead Short-Term Bd (HOSBX) 11.1 14 0.6 0.06 1 0.67 1.7 14 1.7 18 0.17 0.54
0510-B-GenST Janus Henderson Short-Term Bond T (JASBX) 2.5 8 0.8 0.07 2 0.89 1.2 8 1.1 11 0.22 0.46
0510-B-GenST Madison Hgh Qual Bnd Y (MIIBX) 1.1 6 1.6 0.15 4 1.78 1.0 6 0.9 9 0.53 0.91
0510-B-GenST Metro West Low Dur M (MWLDX) 2.9 8 0.6 0.06 1 0.67 1.2 8 1.1 11 0.19 0.63
0510-B-GenST Metropolitan West Str Inc M (MWSTX) 14.3 23 1.0 0.09 2 1.11 2.4 23 2.4 26 0.18 0.20
0510-B-GenST Metropolitan West Ult Sh M (MWUSX) 1.1 7 0.4 0.04 0 0.44 Low Cat Risk 1.1 7 1.0 10 0.08 0.27
0510-B-GenST New Covenant Inc (NCICX) 4.2 14 2.0 0.19 5 2.22 1.7 14 1.6 17 0.71 0.97
0510-B-GenST Northern Short Bond (BSBAX) 4.6 10 0.7 0.07 1 0.78 1.3 10 1.2 12 0.21 0.57
0510-B-GenST Northern Tax-Adv Ul Sh Fx Inc (NTAUX) 1.1 7 0.3 0.03 0 0.33 Low Cat Risk 1.1 7 1.0 10 0.07 0.21
0510-B-GenST Northern Ultra-Short Fix Inc (NUSFX) 13.3 13 0.4 0.04 0 0.44 Low Cat Risk 1.6 13 1.5 15 0.10 0.36
0510-B-GenST Nubrgr Ber Sh Dur Bd Inv (NSBIX) 1.1 5 0.7 0.07 1 0.78 0.8 5 0.8 8 0.23 0.77
0510-B-GenST Payden Limited Maturity (PYLMX) 16.2 13 0.3 0.03 0 0.33 Low Cat Risk 1.6 13 1.5 15 0.02 0.02
0510-B-GenST Payden Low Duration (PYSBX) 7.5 12 0.6 0.06 1 0.67 Low Cat Risk 1.4 12 1.4 14 0.16 0.48
0510-B-GenST Russell Inv Short Dur Bond S (RFBSX) 9.2 14 0.7 0.07 1 0.78 1.7 14 1.6 17 0.21 0.51
0510-B-GenST Schwab Short-Term Bond Index (SWSBX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0510-B-GenST T. Rowe Price S/T Bond (PRWBX) 6.6 12 0.7 0.07 1 0.78 1.4 12 1.4 14 0.19 0.57
0510-B-GenST T. Rowe Price Ult Short-Tm Bd (TRBUX) 29.2 17 0.3 0.03 0 0.33 Low Cat Risk 1.9 17 1.9 20 0.04 0.07
0510-B-GenST Thompson Bond (THOPX) 15.6 48 3.2 0.30 14 3.56 5.5 48 5.6 55 0.15 0.02
0510-B-GenST TIAA-CREF ShTm Bd Rtl (TCTRX) 6.9 12 0.6 0.06 1 0.67 1.4 12 1.4 14 0.21 0.75
0510-B-GenST USAA Short-Term Bond (USSBX) 12.4 20 1.0 0.09 2 1.11 2.2 20 2.1 23 0.30 0.63
0510-B-GenST USAA Ultra Sh-Tm Bd (UUSTX) 10.8 13 0.5 0.05 0 0.56 Low Cat Risk 1.6 13 1.5 15 0.09 0.19
0510-B-GenST Vanguard Short-Term Corp Bd Idx Adm (VSCSX) 8.4 19 1.4 0.13 3 1.56 2.0 19 1.9 20 0.42 0.73
0510-B-GenST Vanguard ShtTm Bd Idx Adm (VBIRX) 2.9 10 1.3 0.12 3 1.44 1.3 10 1.3 13 0.45 0.87
0510-B-GenST Vanguard ShtTm Bd Idx Inv (VBISX) 2.9 10 1.3 0.12 3 1.44 1.3 10 1.2 12 0.45 0.87
0510-B-GenST Vanguard ShtTm Inv-Grd Inv (VFSTX) 8.3 17 1.2 0.11 3 1.33 1.9 17 1.8 19 0.40 0.79
0510-B-GenST Vanguard UltShrt Bnd Inv (VUBFX) 13.1 12 0.3 0.03 0 0.33 Low Cat Risk 1.4 12 1.4 14 0.08 0.56
0510-B-GenST Weitz Short Dur Inc Instl (WEFIX) 11.4 19 1.0 0.09 2 1.11 2.0 19 1.9 20 0.29 0.63
0510-B-GenST Weitz Short Dur Inc Inv (WSHNX) 8.9 16 0.9 0.08 2 1.00 1.8 16 1.8 19 0.29 0.63
0510-B-GenST William Blair Inc N (WBRRX) 1.1 6 1.2 0.11 3 1.33 1.0 6 1.0 10 0.39 0.75
0511-B-GenIT General Bond: Intermediate-Term Category Average 6.0 23 2.7 0.25 9 1.00 2.3 23 2.3 25 0.80 0.00
0511-B-GenIT Aberdeen Tot Ret Bd A (BJBGX) 4.7 19 2.8 0.26 10 1.04 2.0 19 2.0 22 0.92 0.86
0511-B-GenIT AdvisorOne CLS Flex Inc N (CLFLX) 6.7 22 2.2 0.21 6 0.81 Low Cat Risk 2.3 22 2.3 25 0.58 0.51
0511-B-GenIT AmCent Core Plus Inv (ACCNX) 5.8 22 2.7 0.25 9 1.00 2.3 22 2.2 24 0.88 0.85
0511-B-GenIT AmCent Divers Bond Inv (ADFIX) 2.5 12 2.8 0.26 10 1.04 1.4 12 1.4 14 0.95 0.94
0511-B-GenIT American Beacon FlRt Income (SPFPX) 17.8 36 2.0 0.19 5 0.74 Low Cat Risk 4.2 36 4.3 40 -0.18 0.06
0511-B-GenIT AMG GW&K Core Bd I (MBDFX) 3.6 16 3.0 0.28 12 1.11 1.8 16 1.8 19 1.04 0.96
0511-B-GenIT AMG Mgers DblLn Core Bond N (ADBLX) 8.8 25 2.3 0.21 6 0.85 Low Cat Risk 2.8 25 2.7 28 0.74 0.82
0511-B-GenIT Ave Maria Bond (AVEFX) 11.1 26 2.0 0.19 5 0.74 Low Cat Risk 3.0 26 3.0 31 0.28 0.72
0511-B-GenIT Baird Aggregate Bond Inv (BAGSX) 5.6 22 2.8 0.26 10 1.04 2.3 22 2.2 24 0.99 0.99
0511-B-GenIT Baird Core Plus Bond Inv (BCOSX) 7.6 25 2.7 0.25 9 1.00 2.8 25 2.7 28 0.94 0.93
0511-B-GenIT BBH Limited Duration N (BBBMX) 29.0 22 0.4 0.04 0 0.15 Low Cat Risk 2.3 22 2.3 25 0.00 0.00
0511-B-GenIT Bernstein Interm Duration (SNIDX) 6.4 23 2.8 0.26 10 1.04 2.5 23 2.5 27 0.98 0.95
0511-B-GenIT BMO Strategic Income Y (MRGIX) 4.6 17 2.5 0.23 7 0.93 1.9 17 1.8 19 0.41 0.21
0511-B-GenIT BMO TCH Core Plus Bd Y (MCYBX) 8.9 28 2.9 0.27 11 1.07 3.2 28 3.2 32 0.85 0.67
0511-B-GenIT Brown Advisory Interm Inc Inv (BIAIX) 4.4 14 1.9 0.18 4 0.70 Low Cat Risk 1.7 14 1.6 17 0.65 0.95
0511-B-GenIT Columbia Bond Inst (UMMGX) 5.9 23 2.9 0.27 11 1.07 2.4 23 2.4 26 1.00 0.98
0511-B-GenIT Columbia Corp Inc Inst (SRINX) 7.3 31 4.3 0.40 21 1.59 3.6 31 3.5 34 0.89 0.34
0511-B-GenIT Columbia Interm Bd Inst (SRBFX) 8.8 26 2.6 0.24 8 0.96 3.0 26 2.9 30 0.88 0.88
0511-B-GenIT Commerce Bond (CFBNX) 7.7 25 2.5 0.23 7 0.93 2.6 25 2.6 28 0.86 0.92
0511-B-GenIT Dodge & Cox Inc (DODIX) 10.1 27 2.4 0.22 6 0.89 Low Cat Risk 3.1 27 3.1 32 0.65 0.58
0511-B-GenIT Dreyfus Bond Idx I (DBMIX) 3.3 14 2.8 0.26 10 1.04 1.7 14 1.6 17 1.00 1.00
0511-B-GenIT Dreyfus Bond Mkt Idx I (DBIRX) 4.2 17 2.9 0.27 11 1.07 1.9 17 1.8 19 1.00 0.99
0511-B-GenIT Driehaus Active Inc (LCMAX) 2.9 14 3.4 0.32 15 1.26 1.7 14 1.6 17 -0.53 0.19
0511-B-GenIT DWS Total Return Bond S (SCSBX) 5.7 22 2.7 0.25 9 1.00 2.3 22 2.2 24 0.84 0.74
0511-B-GenIT Fidelity Corporate Bd (FCBFX) 7.9 30 3.7 0.35 18 1.37 3.5 30 3.4 34 1.04 0.62
0511-B-GenIT Fidelity Interm Bond (FTHRX) 5.4 17 2.0 0.19 5 0.74 Low Cat Risk 1.9 17 1.8 19 0.70 0.94
0511-B-GenIT Fidelity Invt Grade Bond (FBNDX) 8.2 26 2.8 0.26 10 1.04 3.0 26 2.9 30 0.95 0.88
0511-B-GenIT Fidelity Total Bond (FTBFX) 9.0 27 2.7 0.25 9 1.00 3.1 27 3.0 31 0.87 0.80
0511-B-GenIT FundX Flex Inc (INCMX) 8.7 25 2.3 0.21 6 0.85 Low Cat Risk 2.8 25 2.7 28 0.33 0.15
0511-B-GenIT Glenmede Core Fixed Inc (GTCGX) 2.1 10 2.5 0.23 7 0.93 1.3 10 1.2 12 0.89 0.98
0511-B-GenIT GuideMark Core Fixd Inc Svc (GMCOX) 1.5 8 2.7 0.25 9 1.00 1.2 8 1.2 12 0.95 0.96
0511-B-GenIT Janus Henderson Flexible Bond T (JAFIX) 3.2 13 2.4 0.22 6 0.89 Low Cat Risk 1.6 13 1.5 15 0.84 0.94
0511-B-GenIT Johnson Fixed-Income (JFINX) 4.4 17 2.7 0.25 9 1.00 1.9 17 1.9 20 0.93 0.97
0511-B-GenIT LKCM Fixed-Inc (LKFIX) 7.4 19 1.6 0.15 4 0.59 Low Cat Risk 2.0 19 2.0 22 0.51 0.77
0511-B-GenIT Loomis Sayles Bond Retl (LSBRX) 7.8 35 4.7 0.44 22 1.74 4.1 35 4.0 38 0.41 0.06
0511-B-GenIT Loomis Sayles Securitized Asset (LSSAX) 10.5 26 2.1 0.20 5 0.78 Low Cat Risk 3.0 26 2.9 30 0.70 0.86
0511-B-GenIT Madison Core Bnd Y (MBOYX) 5.2 19 2.5 0.23 7 0.93 2.0 19 2.0 22 0.85 0.95
0511-B-GenIT Manning & Napier Core Bd S (EXCRX) 3.1 13 2.5 0.23 7 0.93 1.6 13 1.5 15 0.83 0.88
0511-B-GenIT Manning & Napier Uncnstr Bd S (EXCPX) 11.8 23 1.4 0.13 3 0.52 Low Cat Risk 2.5 23 2.4 26 0.32 0.37
0511-B-GenIT Metro West Totl Ret Bd M (MWTRX) 4.0 16 2.6 0.24 8 0.96 1.8 16 1.7 18 0.91 0.99
0511-B-GenIT Northern Bond Idx (NOBOX) 4.1 17 2.9 0.27 11 1.07 1.9 17 1.8 19 1.02 1.00
0511-B-GenIT Northern Core Bond (NOCBX) 3.5 14 2.6 0.24 8 0.96 1.7 14 1.6 17 0.92 0.96
0511-B-GenIT Northern Fixed Inc (NOFIX) 3.5 14 2.6 0.24 8 0.96 1.7 14 1.7 18 0.83 0.82
0511-B-GenIT Old Westbury Fixed Inc (OWFIX) 1.1 6 2.0 0.19 5 0.74 Low Cat Risk 1.0 6 0.9 9 0.69 0.95
0511-B-GenIT Parnassus Fixed-Inc (PRFIX) 2.6 12 2.4 0.22 6 0.89 Low Cat Risk 1.4 12 1.4 14 0.85 0.95
0511-B-GenIT Payden Core Bond (PYCBX) 7.2 23 2.5 0.23 7 0.93 2.5 23 2.5 27 0.81 0.83
0511-B-GenIT Russell Inv Invest-Grade Bd S (RFATX) 3.7 16 2.9 0.27 11 1.07 1.8 16 1.7 18 1.01 0.98
0511-B-GenIT Russell Inv Strategic Bond S (RFCTX) 4.8 20 3.1 0.29 13 1.15 2.2 20 2.1 23 1.05 0.94
0511-B-GenIT Schwab Intermediate-Tm Bd (SWIIX) 2.3 10 2.1 0.20 5 0.78 Low Cat Risk 1.3 10 1.3 13 0.74 0.97
0511-B-GenIT Schwab US Aggregate Bond Index (SWAGX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0511-B-GenIT Segall Bryant & Hamill Plus Bond (WTIBX) 7.8 25 2.6 0.24 8 0.96 2.8 25 2.7 28 0.91 0.95
0511-B-GenIT T. Rowe Price New Inc (PRCIX) 4.8 19 2.7 0.25 9 1.00 2.0 19 1.9 20 0.94 0.97
0511-B-GenIT T. Rowe Price Spect Inc (RPSIX) 10.9 35 3.2 0.30 14 1.19 4.1 35 4.0 38 0.64 0.31
0511-B-GenIT T. Rowe Price US Bd Enh Idx (PBDIX) 5.0 20 2.9 0.27 11 1.07 2.2 20 2.1 23 1.01 0.99
0511-B-GenIT TCW Core Fixed Inc N (TGFNX) 3.0 13 2.6 0.24 8 0.96 1.6 13 1.5 15 0.91 0.99
0511-B-GenIT TIAA-CREF Bd Pl Rtl (TCBPX) 7.9 25 2.6 0.24 8 0.96 2.8 25 2.7 28 0.87 0.89
0511-B-GenIT USAA Inc (USAIX) 9.0 29 3.0 0.28 12 1.11 3.4 29 3.3 33 0.99 0.83
0511-B-GenIT USAA Interm-Tm Bond (USIBX) 11.5 33 2.8 0.26 10 1.04 3.8 33 3.8 37 0.84 0.71
0511-B-GenIT Value Line Core Bd (VAGIX) 2.5 12 2.6 0.24 8 0.96 1.4 12 1.4 14 0.92 0.98
0511-B-GenIT Vanguard Core Bnd Inv (VCORX) 0.0 0.0 0.00 0.00 0.0 0.0 0.00 0.00
0511-B-GenIT Vanguard Interm-Term Corp Bd Idx Adm (VICSX) 6.9 26 3.5 0.33 16 1.30 3.0 26 2.9 30 1.12 0.81
0511-B-GenIT Vanguard Intm Bd Idx Adm (VBILX) 4.2 20 3.6 0.34 17 1.33 2.2 20 2.1 23 1.24 0.96
0511-B-GenIT Vanguard Intm Bd Idx Inv (VBIIX) 4.2 20 3.6 0.34 17 1.33 2.2 20 2.0 22 1.24 0.96
0511-B-GenIT Vanguard IntTm Inv-Gr Fd Inv (VFICX) 6.3 23 2.9 0.27 11 1.07 2.5 23 2.4 26 1.00 0.92
0511-B-GenIT Vanguard Total Bd Idx Adm (VBTLX) 4.5 19 2.9 0.27 11 1.07 2.0 19 2.0 22 1.03 0.99
0511-B-GenIT Vanguard Total Bd Idx Inv (VBMFX) 4.1 17 2.9 0.27 11 1.07 1.9 17 1.9 20 1.03 0.99
0511-B-GenIT Vanguard Total Bd II Idx Inv (VTBIX) 4.5 19 2.9 0.27 11 1.07 2.0 19 1.9 20 1.03 0.99
0512-B-GenLT General Bond: Long-Term Category Average 7.4 36 5.1 0.48 23 1.00 4.1 36 4.0 38 1.45 0.00
0512-B-GenLT AMG Mgrs Bond N (MGFIX) 8.7 29 3.2 0.30 14 0.63 Low Cat Risk 3.4 29 3.3 33 0.76 0.45
0512-B-GenLT BMO TCH Corp Inc Y (MCIYX) 11.0 45 4.4 0.41 21 0.86 5.2 45 5.2 50 0.86 0.31
0512-B-GenLT Payden Corporate Bond (PYACX) 9.6 34 3.6 0.34 17 0.71 Low Cat Risk 4.0 34 3.9 38 1.01 0.62
0512-B-GenLT PIA BBB Bond (PBBBX) 7.8 32 4.2 0.39 20 0.82 3.7 32 3.7 36 1.17 0.63
0512-B-GenLT T. Rowe Price Corp Inc (PRPIX) 5.8 25 3.8 0.36 19 0.75 2.8 25 2.7 28 1.19 0.80
0512-B-GenLT Vanguard LgTm Bd Idx Inv (VBLTX) 5.5 36 7.5 0.70 30 1.47 4.2 36 4.0 38 2.49 0.91
0512-B-GenLT Vanguard Long-Term Corporate Bd Idx Adm (VLTCX) 7.1 45 7.2 0.67 29 1.41 5.2 45 5.0 48 2.03 0.66
0512-B-GenLT Vanguard LongTm InvGrd Inv (VWESX) 6.3 37 6.9 0.64 27 1.35 4.4 37 4.3 40 2.16 0.81
0601-B-MNST Muni National: Short-Term Bond Category Average 1.1 7 1.3 0.12 3 1.00 1.0 7 0.9 9 0.35 0.00
0601-B-MNST AB Divers Muni (SNDPX) 1.6 8 2.4 0.22 6 1.85 1.2 8 1.2 12 0.71 0.95
0601-B-MNST Aberdeen Ultr Sh Muni Inc Instl (ATOIX) 1.1 6 0.1 0.01 0 0.08 Low Cat Risk 1.0 6 1.0 10 0.01 0.01
0601-B-MNST Bernstein Sh Dur Divers Muni (SDDMX) 1.0 4 0.7 0.07 1 0.54 0.6 4 0.6 6 0.17 0.59
0601-B-MNST Dreyfus Shrt-Interm Muni D (DSIBX) 1.0 4 1.5 0.14 4 1.15 0.6 4 0.6 6 0.38 0.70
0601-B-MNST DWS S/T Muni Bd S (SRMSX) 1.1 5 0.9 0.08 2 0.69 0.8 5 0.8 8 0.26 0.80
0601-B-MNST Fidelity Conservative Inc Muni Bd (FCRDX) 1.1 5 0.4 0.04 0 0.31 Low Cat Risk 0.8 5 0.8 8 0.09 0.55
0601-B-MNST Fidelity Ltd Term Muni Inc (FSTFX) 1.1 7 1.7 0.16 4 1.31 1.1 7 1.0 10 0.48 0.88
0601-B-MNST Glenmede Muni Interm (GTCMX) 3.1 13 2.4 0.22 6 1.85 1.6 13 1.5 15 0.72 0.96
0601-B-MNST Northern Sh-Int Tax-Expt (NSITX) 1.0 5 1.6 0.15 4 1.23 0.8 5 0.7 7 0.44 0.83
0601-B-MNST T. Rowe Price T/F Sh-Int (PRFSX) 1.0 5 1.8 0.17 4 1.38 0.8 5 0.8 8 0.49 0.85
0601-B-MNST USAA Tax Ex Short-Term (USSTX) 1.1 7 0.8 0.07 2 0.62 1.1 7 1.0 10 0.23 0.85
0601-B-MNST Vanguard LtdTm T/E (VMLTX) 1.9 8 1.6 0.15 4 1.23 1.2 8 1.1 11 0.43 0.83
0601-B-MNST Vanguard Sht-Tm TE Inv (VWSTX) 1.1 6 0.6 0.06 1 0.46 Low Cat Risk 1.0 6 0.9 9 0.15 0.55
0602-B-MNIT Muni National: Intermediate-Term Bond Category Average 3.6 16 3.0 0.28 12 1.00 1.8 16 1.7 18 0.87 0.00
0602-B-MNIT AmCent Int-Trm Tax-Fr Inv (TWTIX) 3.6 16 3.0 0.28 12 1.00 1.8 16 1.7 18 0.88 0.98
0602-B-MNIT Baird Qual Intmd Muni Bd Inv (BMBSX) 1.1 7 2.6 0.24 8 0.87 Low Cat Risk 1.1 7 1.0 10 0.76 0.95
0602-B-MNIT BMO Interm T/F Y (MITFX) 4.5 17 2.6 0.24 8 0.87 Low Cat Risk 1.9 17 1.9 20 0.78 0.98
0602-B-MNIT Brown Advisory Tax Ex Bd Inv (BIAEX) 7.2 23 2.5 0.23 7 0.83 Low Cat Risk 2.5 23 2.5 27 0.73 0.96
0602-B-MNIT Columbia AMT-Free Interm Muni Inst (SETMX) 3.3 14 2.9 0.27 11 0.97 1.7 14 1.6 17 0.85 0.98
0602-B-MNIT Commerce Natl TF Int Bd (CFNLX) 3.9 17 3.2 0.30 14 1.07 1.9 17 1.8 19 0.94 0.98
0602-B-MNIT Dreyfus AMT-Fr Muni Z (DRMBX) 4.3 20 3.5 0.33 16 1.17 2.2 20 2.0 22 1.05 0.98
0602-B-MNIT Dreyfus Interm Muni (DITEX) 3.0 14 3.3 0.31 15 1.10 1.7 14 1.6 17 0.96 0.99
0602-B-MNIT Dreyfus Muni Bond (DRTAX) 3.6 17 3.6 0.34 17 1.20 1.9 17 1.9 20 1.05 0.98
0602-B-MNIT DWS Interm Tax Free S (SCMTX) 2.0 10 2.8 0.26 10 0.93 1.3 10 1.2 12 0.83 0.98
0602-B-MNIT Fidelity Interm Muni Inc (FLTMX) 4.3 17 2.8 0.26 10 0.93 Low Cat Risk 1.9 17 1.8 19 0.82 0.99
0602-B-MNIT GuideMark Tax-Ex Fx Inc Svc (GMTEX) 2.4 12 3.0 0.28 12 1.00 1.4 12 1.3 13 0.87 0.97
0602-B-MNIT Manning & Napier Divfd TaxEx (EXDVX) 1.0 5 2.4 0.22 6 0.80 Low Cat Risk 0.7 5 0.7 7 0.69 0.94
0602-B-MNIT Northern Interm Tax-Ex (NOITX) 2.7 13 3.1 0.29 13 1.03 1.6 13 1.5 15 0.90 0.98
0602-B-MNIT Nubrgr Ber Muni Interm Bd Inv (NMUIX) 3.3 14 2.9 0.27 11 0.97 1.7 14 1.6 17 0.85 0.98
0602-B-MNIT Old Westbury Muni Bd (OWMBX) 1.1 6 2.5 0.23 7 0.83 Low Cat Risk 1.0 6 0.9 9 0.73 0.96
0602-B-MNIT Russell Inv Tax-Exempt Bond S (RLVSX) 5.2 20 2.8 0.26 10 0.93 2.2 20 2.0 22 0.82 0.98
0602-B-MNIT Schwab Tax-Fr Bd (SWNTX) 3.2 14 3.0 0.28 12 1.00 1.7 14 1.6 17 0.88 0.99
0602-B-MNIT Sit Tax-Free Inc (SNTIX) 7.1 26 3.4 0.32 15 1.13 3.0 26 2.9 30 0.94 0.85
0602-B-MNIT T. Rowe Price Sum Muni Intm (PRSMX) 3.2 14 2.9 0.27 11 0.97 1.7 14 1.6 17 0.87 0.99
0602-B-MNIT TIAA-CREF 5-15 Ldrd Tx-Ex Bd Rtl (TIXRX) 3.0 14 3.4 0.32 15 1.13 1.7 14 1.6 17 0.99 0.98
0602-B-MNIT USAA Tax Ex Interm-Term (USATX) 4.5 20 3.3 0.31 15 1.10 2.2 20 2.1 23 0.96 0.96
0602-B-MNIT Vanguard IntTm T/E Inv (VWITX) 4.0 17 3.0 0.28 12 1.00 1.9 17 1.9 20 0.90 0.99
0602-B-MNIT Vanguard Tax-Exempt Bond Idx Adm (VTEAX) 4.6 20 3.2 0.30 14 1.07 2.2 20 2.0 22 0.96 0.99
0603-B-MNLT Muni National: Long-Term Bond Category Average 4.3 20 3.3 0.31 15 1.00 2.1 20 2.0 22 0.97 0.00
0603-B-MNLT DWS Mgd Muni Bd S (SCMBX) 3.4 16 3.3 0.31 15 1.00 1.8 16 1.8 19 0.99 0.98
0603-B-MNLT Fidelity Municipal Inc (FHIGX) 5.1 23 3.8 0.36 19 1.15 2.5 23 2.4 26 1.12 0.98
0603-B-MNLT Fidelity Tax-Free Bond (FTABX) 5.2 23 3.7 0.35 18 1.12 2.5 23 2.5 27 1.10 0.98
0603-B-MNLT Madison T/F Natl Y (GTFHX) 1.9 10 3.0 0.28 12 0.91 1.3 10 1.3 13 0.89 0.96
0603-B-MNLT Northern Tax-Exempt (NOTEX) 4.2 19 3.3 0.31 15 1.00 2.0 19 1.9 20 0.96 0.98
0603-B-MNLT T. Rowe Price Sum Muni Inc (PRINX) 4.9 22 3.3 0.31 15 1.00 2.3 22 2.2 24 0.98 0.97
0603-B-MNLT T. Rowe Price T/F Inc Inv (PRTAX) 4.5 19 3.0 0.28 12 0.91 2.0 19 2.0 22 0.88 0.98
0603-B-MNLT USAA Tax Ex Long-Term (USTEX) 5.9 23 2.9 0.27 11 0.88 Low Cat Risk 2.4 23 2.3 25 0.85 0.95
0603-B-MNLT Value Line Tax-Exempt (VLHYX) 1.5 8 3.0 0.28 12 0.91 Low Cat Risk 1.2 8 1.1 11 0.88 0.99
0603-B-MNLT Vanguard LongTm T/E (VWLTX) 5.4 25 3.8 0.36 19 1.15 2.6 25 2.6 28 1.11 0.98
0604-B-MHY Muni National: High-Yield Bond Category Average 7.2 29 3.9 0.36 20 1.00 3.3 29 3.2 32 1.10 0.00
0604-B-MHY AmCent High-Yield Mn Inv (ABHYX) 8.1 32 4.0 0.37 20 1.03 3.7 32 3.6 35 1.11 0.88
0604-B-MHY Columbia Hi Yield Muni Inst (SRHMX) 7.8 29 3.6 0.34 17 0.92 3.4 29 3.3 33 1.02 0.91
0604-B-MHY Dreyfus High Yld Muni Z (DHMBX) 8.9 43 5.4 0.50 24 1.38 5.0 43 4.9 47 1.45 0.82
0604-B-MHY DWS Strat H/Y Tx-Fr S (SHYTX) 4.9 22 3.4 0.32 15 0.87 Low Cat Risk 2.3 22 2.2 24 0.96 0.91
0604-B-MHY Northern High Yield Muni (NHYMX) 4.8 23 3.7 0.35 18 0.95 2.4 23 2.3 25 1.08 0.94
0604-B-MHY T. Rowe Price T/F Hi-Yld (PRFHX) 7.2 27 3.5 0.33 16 0.90 3.1 27 3.0 31 1.01 0.91
0604-B-MHY Vanguard Hi-Yld T/E (VWAHX) 7.4 29 3.8 0.36 19 0.97 3.4 29 3.2 32 1.11 0.96
0610-B-MS-AZ Muni: Arizona Bond Category Average 4.1 19 3.4 0.32 15 1.00 2.0 19 2.0 22 1.02 0.00
0610-B-MS-AZ Fidelity AZ Muni Inc (FSAZX) 3.9 19 3.5 0.33 16 1.03 2.0 19 1.9 20 1.05 0.99
0610-B-MS-AZ Northern AZ Tax-Exempt (NOAZX) 4.1 19 3.4 0.32 15 1.00 2.0 19 2.0 22 0.99 0.98
0610-B-MS-CA Muni: California Bond Category Average 3.8 17 3.3 0.31 15 1.00 1.9 17 1.8 19 0.95 0.00
0610-B-MS-CA AmCent CA Hi-Yld Muni Inv (BCHYX) 6.2 27 4.2 0.39 20 1.27 3.1 27 3.0 31 1.20 0.92
0610-B-MS-CA AmCent CA Int Trm T/F Inv (BCITX) 3.1 14 3.1 0.29 13 0.94 1.7 14 1.6 17 0.92 0.99
0610-B-MS-CA Bernstein CA Municipal (SNCAX) 1.6 8 2.4 0.22 6 0.73 Low Cat Risk 1.2 8 1.2 12 0.70 0.93
0610-B-MS-CA Dreyfus CA AMT-Fr Muni Z (DRCAX) 3.1 16 3.7 0.35 18 1.12 1.8 16 1.7 18 1.08 0.96
0610-B-MS-CA Fidelity CA LtdTm Tx-Fr Bond (FCSTX) 1.1 7 1.9 0.18 4 0.58 Low Cat Risk 1.1 7 1.0 10 0.52 0.88
0610-B-MS-CA Fidelity California Muni Inc (FCTFX) 4.2 20 3.6 0.34 17 1.09 2.2 20 2.0 22 1.07 0.98
0610-B-MS-CA Northern CA Interm Tax-Ex (NCITX) 2.9 14 3.5 0.33 16 1.06 1.7 14 1.5 15 1.02 0.98
0610-B-MS-CA Northern CA Tax-Exempt (NCATX) 3.8 19 3.7 0.35 18 1.12 2.0 19 1.9 20 1.09 0.99
0610-B-MS-CA Payden CA Muni Income (PYCRX) 4.5 19 3.0 0.28 12 0.91 2.0 19 2.0 22 0.87 0.96
0610-B-MS-CA Schwab CA Tax-Fr Bond (SWCAX) 3.1 14 3.2 0.30 14 0.97 1.7 14 1.6 17 0.94 0.98
0610-B-MS-CA Shelton CA Tx-Fr (CFNTX) 2.0 10 2.7 0.25 9 0.82 Low Cat Risk 1.3 10 1.2 12 0.79 0.96
0610-B-MS-CA T. Rowe Price CA T/F Bd (PRXCX) 4.3 20 3.6 0.34 17 1.09 2.2 20 2.0 22 1.06 0.97
0610-B-MS-CA USAA CA Bond (USCBX) 5.2 22 3.1 0.29 13 0.94 2.3 22 2.2 24 0.90 0.96
0610-B-MS-CA Vanguard CA IT T/E Inv (VCAIX) 3.8 17 3.3 0.31 15 1.00 1.9 17 1.9 20 0.97 0.99
0610-B-MS-CA Vanguard CA Lg T/E Inv (VCITX) 4.7 23 4.2 0.39 20 1.27 2.5 23 2.4 26 1.23 0.98
0610-B-MS-CO Muni: Colorado Bond Category Average 4.3 17 2.8 0.26 10 1.00 1.9 17 1.8 19 0.82 0.00
0610-B-MS-CO Segall Bryant & Hamill CO TaxFr Ret (WTCOX) 4.2 17 2.8 0.26 10 1.00 1.9 17 1.8 19 0.82 0.97
0610-B-MS-CT Muni: Connecticut Bond Category Average 2.5 13 3.2 0.30 14 1.00 1.5 13 1.4 14 0.92 0.00
0610-B-MS-CT Columbia AMT-Free CT Interm Muni Inst (SCTEX) 2.0 10 2.8 0.26 10 0.87 1.3 10 1.3 13 0.81 0.97
0610-B-MS-CT Fidelity CT Muni Inc (FICNX) 2.9 14 3.5 0.33 16 1.09 1.7 14 1.5 15 1.04 0.98
0610-B-MS-GA Muni: Georgia Bond Category Average 3.5 16 3.2 0.30 14 1.00 1.8 16 1.7 18 0.95 0.00
0610-B-MS-GA T. Rowe Price GA Tax-Fr (GTFBX) 3.4 16 3.2 0.30 14 1.00 1.8 16 1.7 18 0.95 0.98
0610-B-MS-HI Muni: Hawaii Bond Category Average 2.6 12 2.5 0.23 7 1.00 1.4 12 1.3 13 0.74 0.00
0610-B-MS-HI Hawaii Municipal Inv (SURFX) 2.6 12 2.5 0.23 7 1.00 1.4 12 1.3 13 0.74 0.98
0610-B-MS-KY Muni: Kentucky Bond Category Average 2.0 10 2.7 0.25 9 1.00 1.3 10 1.3 13 0.79 0.00
0610-B-MS-KY Dupree KY Tax-Fr Inc (KYTFX) 3.7 16 2.9 0.27 11 1.07 1.8 16 1.7 18 0.84 0.96
0610-B-MS-KY Dupree KY Tax-Fr Sh-Med (KYSMX) 1.0 5 2.6 0.24 8 0.96 0.8 5 0.8 8 0.74 0.92
0610-B-MS-MA Muni: Massachusetts Bond Category Average 3.3 17 3.4 0.32 15 1.00 1.8 17 1.7 18 1.01 0.00
0610-B-MS-MA Columbia AMT-Free MA Interm Muni Inst (SEMAX) 2.3 12 3.0 0.28 12 0.88 Low Cat Risk 1.4 12 1.3 13 0.89 0.98
0610-B-MS-MA DWS MA Tax-Free S (SCMAX) 3.1 14 3.2 0.30 14 0.94 1.7 14 1.6 17 0.94 0.99
0610-B-MS-MA Fidelity MA Muni Inc (FDMMX) 3.5 17 3.6 0.34 17 1.06 1.9 17 1.8 19 1.06 0.98
0610-B-MS-MA Vanguard MA Tax-Ex Inv (VMATX) 4.0 20 3.9 0.36 20 1.15 2.2 20 2.0 22 1.15 0.98
0610-B-MS-MD Muni: Maryland Bond Category Average 3.3 14 2.5 0.23 7 1.00 1.6 14 1.5 15 0.72 0.00
0610-B-MS-MD Fidelity MD Muni Inc (SMDMX) 4.0 19 3.5 0.33 16 1.40 2.0 19 1.9 20 1.04 0.97
0610-B-MS-MD T. Rowe Price MD S/T T/F (PRMDX) 1.0 4 1.2 0.11 3 0.48 0.6 4 0.6 6 0.31 0.71
0610-B-MS-MD T. Rowe Price MD Tax-Fr (MDXBX) 5.2 20 2.8 0.26 10 1.12 2.2 20 2.1 23 0.82 0.97
0610-B-MS-MI Muni: Michigan Bond Category Average 4.5 20 3.4 0.32 15 1.00 2.2 20 2.0 22 1.00 0.00
0610-B-MS-MI Fidelity MI Muni Inc (FMHTX) 4.4 20 3.4 0.32 15 1.00 2.2 20 2.0 22 1.00 0.98
0610-B-MS-MN Muni: Minnesota Bond Category Average 4.4 19 3.1 0.29 13 1.00 2.0 19 2.0 22 0.92 0.00
0610-B-MS-MN Fidelity MN Muni Inc (FIMIX) 3.5 16 3.2 0.30 14 1.03 1.8 16 1.7 18 0.94 0.99
0610-B-MS-MN Sit MN Tax-Free Inc (SMTFX) 5.1 22 3.1 0.29 13 1.00 2.3 22 2.3 25 0.90 0.93
0610-B-MS-NC Muni: North Carolina Bond Category Average 3.1 14 3.2 0.30 14 1.00 1.7 14 1.6 17 0.92 0.00
0610-B-MS-NC Dupree NC Tax-Fr Inc (NTFIX) 3.1 14 3.2 0.30 14 1.00 1.7 14 1.6 17 0.92 0.96
0610-B-MS-NJ Muni: New Jersey Bond Category Average 6.7 26 3.6 0.34 17 1.00 3.0 26 2.9 30 1.04 0.00
0610-B-MS-NJ Fidelity NJ Muni Inc (FNJHX) 6.5 26 3.7 0.35 18 1.03 3.0 26 2.9 30 1.07 0.93
0610-B-MS-NJ T. Rowe Price NJ Tax-Fr (NJTFX) 5.6 23 3.1 0.29 13 0.86 2.4 23 2.3 25 0.90 0.97
0610-B-MS-NJ Vanguard NJ Lg-Tm T/E Inv (VNJTX) 7.4 30 4.0 0.37 20 1.11 3.5 30 3.5 34 1.17 0.95
0610-B-MS-NY Muni: New York Bond Category Average 3.8 17 3.1 0.29 13 1.00 1.9 17 1.8 19 0.92 0.00
0610-B-MS-NY Bernstein NY Muni (SNNYX) 1.6 8 2.5 0.23 7 0.81 Low Cat Risk 1.2 8 1.2 12 0.73 0.95
0610-B-MS-NY Dreyfus NY Tax-Ex Bond (DRNYX) 3.4 16 3.3 0.31 15 1.06 1.8 16 1.7 18 0.98 0.98
0610-B-MS-NY Fidelity NY Muni Inc (FTFMX) 3.9 19 3.5 0.33 16 1.13 2.0 19 1.9 20 1.05 0.99
0610-B-MS-NY T. Rowe Price NY Tax-Fr (PRNYX) 4.0 17 3.0 0.28 12 0.97 1.9 17 1.9 20 0.89 0.97
0610-B-MS-NY USAA NY Bond (USNYX) 4.3 17 2.7 0.25 9 0.87 1.9 17 1.9 20 0.80 0.97
0610-B-MS-NY Vanguard NY Lg-Tm T/E Inv (VNYTX) 4.6 22 3.6 0.34 17 1.16 2.3 22 2.2 24 1.07 0.98
0610-B-MS-OH Muni: Ohio Bond Category Average 4.5 20 3.3 0.31 15 1.00 2.1 20 2.0 22 0.96 0.00
0610-B-MS-OH Fidelity OH Muni Inc (FOHFX) 4.1 20 3.7 0.35 18 1.12 2.2 20 2.1 23 1.10 0.98
0610-B-MS-OH Johnson Muni Income (JMUNX) 2.7 12 2.4 0.22 6 0.73 1.4 12 1.3 13 0.71 0.97
0610-B-MS-OH Vanguard OH Lg-Tm TxEx (VOHIX) 5.9 25 3.7 0.35 18 1.12 2.8 25 2.7 28 1.08 0.97
0610-B-MS-OR Muni: Oregon Bond Category Average 2.9 13 2.8 0.26 10 1.00 1.6 13 1.5 15 0.82 0.00
0610-B-MS-OR Columbia AMT-Free OR Interm Muni Inst (CMBFX) 2.9 13 2.8 0.26 10 1.00 1.6 13 1.5 15 0.82 0.99
0610-B-MS-PA Muni: Pennsylvania Bond Category Average 5.4 23 3.4 0.32 15 1.00 2.5 23 2.4 26 1.00 0.00
0610-B-MS-PA Fidelity PA Muni Inc (FPXTX) 4.7 20 3.2 0.30 14 0.94 2.2 20 2.1 23 0.94 0.98
0610-B-MS-PA Vanguard PA Lg T/E Inv (VPAIX) 6.0 25 3.6 0.34 17 1.06 2.8 25 2.7 28 1.07 0.98
0610-B-MS-TN Muni: Tennessee Category Average 2.9 13 2.8 0.26 10 1.00 1.6 13 1.4 14 0.82 0.00
0610-B-MS-TN Dupree TN Tax-Fr Inc (TNTIX) 2.9 13 2.8 0.26 10 1.00 1.6 13 1.4 14 0.82 0.96
0610-B-MS-VA Muni: Virginia Bond Category Average 3.8 16 2.7 0.25 9 1.00 1.8 16 1.7 18 0.79 0.00
0610-B-MS-VA Madison Tax-Free VA Y (GTVAX) 1.6 8 2.6 0.24 8 0.96 1.2 8 1.1 11 0.77 0.97
0610-B-MS-VA T. Rowe Price VA T/F Bd (PRVAX) 4.7 19 2.8 0.26 10 1.04 2.0 19 2.0 22 0.84 0.97
0610-B-MS-VA USAA VA Bond (USVAX) 4.9 19 2.7 0.25 9 1.00 2.0 19 2.0 22 0.78 0.95
0701-IntB-Gen International Bond: General Category Average 6.9 27 3.7 0.35 18 1.00 3.1 27 2.9 30 0.82 0.00
0701-IntB-Gen AmCent Global Bond Inv (AGBVX) 7.9 23 2.2 0.21 6 0.59 2.5 23 2.4 26 0.71 0.79
0701-IntB-Gen AmCent Intl Bond Inv (BEGBX) 2.8 22 7.3 0.68 29 1.97 2.3 22 2.0 22 1.58 0.38
0701-IntB-Gen AMG Mgrs Global Inc Opp N (MGGBX) 5.7 32 6.1 0.57 25 1.65 3.7 32 3.5 34 1.33 0.38
0701-IntB-Gen DWS HighConvict Glbl Bnd S (SSTGX) 5.2 22 3.1 0.29 13 0.84 2.3 22 2.3 25 0.89 0.65
0701-IntB-Gen Fidelity Global Credit (FGBFX) 5.1 26 4.8 0.45 22 1.30 2.9 26 2.8 29 1.21 0.52
0701-IntB-Gen Fidelity Strategic Income (FADMX) 11.2 37 3.4 0.32 15 0.92 4.3 37 0.0 #VALUE! 0.57 0.22
0701-IntB-Gen Loomis Sayles Glb Bd Retl (LSGLX) 5.2 27 5.2 0.49 23 1.41 3.1 27 2.9 30 1.24 0.45
0701-IntB-Gen Matthews Asia Strat Inc Inv (MAINX) 8.9 39 4.7 0.44 22 1.27 4.6 39 4.5 42 0.75 0.20
0701-IntB-Gen Payden Global Fixed Inc (PYGFX) 8.3 23 2.1 0.20 5 0.57 Low Cat Risk 2.5 23 2.4 26 0.63 0.70
0701-IntB-Gen Payden Global Low Dur (PYGSX) 7.4 12 0.6 0.06 1 0.16 Low Cat Risk 1.4 12 1.3 13 0.13 0.30
0701-IntB-Gen Russell Inv Global Oppor Crdt S (RGCSX) 11.7 51 4.7 0.44 22 1.27 5.8 51 5.8 58 0.74 0.20
0701-IntB-Gen SA Global Fix Inc Inv (SAXIX) 1.1 7 1.2 0.11 3 0.32 Low Cat Risk 1.1 7 1.0 10 0.38 0.81
0701-IntB-Gen T. Rowe Price Dynamic Global Bond Inv (RPIEX) 1.7 8 2.1 0.20 5 0.57 Low Cat Risk 1.2 8 1.1 11 0.10 0.02
0701-IntB-Gen T. Rowe Price Gbl Multi-Sec Bd Inv (PRSNX) 13.8 37 2.8 0.26 10 0.76 4.4 37 4.5 42 0.74 0.54
0701-IntB-Gen T. Rowe Price Intl Bd (RPIBX) 4.6 31 7.7 0.72 30 2.08 3.6 31 3.3 33 1.68 0.40
0701-IntB-Gen Vanguard Tot Intl Bd Idx Inv (VTIBX) 11.0 29 2.4 0.22 6 0.65 3.4 29 3.3 33 0.65 0.59
0701-IntB-Gen Vanguard Total Intl Bd Idx Adm (VTABX) 11.1 29 2.4 0.22 6 0.65 3.4 29 3.3 33 0.65 0.59
0710-IntB-E International Bond: Emerging Category Average 8.3 42 5.6 0.52 24 1.00 4.8 42 4.7 45 1.04 0.00
0710-IntB-E Amer Century Emerg Mkts Dbt Inv (AEDVX) 11.3 37 3.5 0.33 16 0.62 Low Cat Risk 4.4 37 4.5 42 0.69 0.31
0710-IntB-E DWS Emerg Mkts Fix Inc S (SCEMX) 6.5 34 5.6 0.52 24 1.00 4.0 34 3.8 37 0.89 0.20
0710-IntB-E Fidelity New Markets Inc (FNMIX) 7.7 46 6.8 0.64 27 1.21 5.3 46 5.2 50 1.23 0.27
0710-IntB-E Payden Emerg Mkts Bond (PYEMX) 8.0 45 6.2 0.58 25 1.11 5.2 45 5.0 48 1.16 0.28
0710-IntB-E T. Rowe Price Emg Mkt Bd (PREMX) 7.6 45 6.6 0.62 26 1.18 5.2 45 5.0 48 1.17 0.25
0710-IntB-E Vanguard Emer Mkts Govt Bd Idx Adm (VGAVX) 9.9 43 4.8 0.45 22 0.86 5.0 43 5.0 48 1.15 0.47
0720-IntB-C International Bond: Currency Category Average 0.3 3 8.3 0.78 31 1.00 0.0 3 -0.4 4 2.34 0.00
0720-IntB-C Merk Absolute Ret Curr Inv (MABFX) 4.0 23 5.2 0.49 23 0.63 Low Cat Risk 2.5 23 2.4 26 9.52 0.02
0720-IntB-C Merk Hard Currency Inv (MERKX) 0.9 5 7.1 0.66 28 0.86 0.8 5 0.6 6 0.95 0.15
0720-IntB-C ProFunds Fall US Dol Inv (FDPIX) -0.4 2 6.1 0.57 25 0.73 -1.4 2 -1.7 3 -3.38 0.00
0720-IntB-C ProFunds Risg Dollar Inv (RDPIX) 0.1 3 6.2 0.58 25 0.75 -0.6 3 -0.8 4 4.51 0.00
0720-IntB-C Rydex Str Dollr 2x Str H (RYSBX) -0.5 3 12.5 1.17 62 1.51 -0.2 3 -1.0 3 8.63 0.00
0720-IntB-C Rydex Weaken Dllar 2x Str H (RYWBX) -1.3 2 12.5 1.17 62 1.51 -1.0 2 -1.8 3 -6.16 0.00
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00-IDX BBgBarc Municipal TR USD 4.9 22 3.4 0.32 15 0.00 2.3 22 2.3 25 -0.05 0.02
00-IDX BBgBarc US Agg Bond TR USD 4.6 19 2.9 0.27 11 0.00 2.0 19 2.1 23 -0.05 0.03
00-IDX BBgBarc US Government Long TR USD 3.2 26 9.6 0.89 36 0.00 3.0 26 2.6 28 -0.20 0.05
00-IDX BBgBarc US Government TR USD 2.2 12 3.3 0.31 15 0.00 1.4 12 1.4 15 -0.10 0.11
00-IDX BBgBarc US Govt 1-3 Yr TR USD 1.1 6 0.9 0.08 2 0.00 1.0 6 1.0 10 -0.04 0.23
00-IDX BBgBarc US Govt Interm TR USD 1.7 8 2.2 0.21 6 0.00 1.2 8 1.2 13 -0.08 0.17
00-IDX BBgBarc US Treasury Long TR USD 3.2 26 9.7 0.91 36 0.00 3.0 26 2.6 28 -0.20 0.05
00-IDX DJ Industrial Average TR USD 12.0 95 11.5 1.08 54 0.00 12.8 95 12.9 97 1.01 0.92
00-IDX ICE BofAML US 3M Trsy Bill TR USD 1.1 6 0.2 0.02 0 0.00 1.0 6 1.0 11 0.00 0.03
00-IDX ICE BofAML US Cash Pay HY TR USD 14.8 64 4.7 0.44 22 0.00 7.1 64 7.2 72 0.27 0.41
00-IDX ICE BofAML US Corporate TR USD 7.8 29 3.6 0.34 18 0.00 3.4 29 3.3 34 0.05 0.02
00-IDX MSCI EAFE GR USD 3.8 34 11.4 1.07 52 0.00 4.0 34 3.4 34 0.79 0.58
00-IDX MSCI Europe GR USD 3.2 30 12.3 1.15 60 0.00 3.5 30 2.7 29 0.77 0.48
00-IDX MSCI Far East GR USD 4.8 45 11.7 1.09 55 0.00 5.2 45 4.5 44 0.80 0.57
00-IDX MSCI Pacific GR USD 5.1 47 11.6 1.08 54 0.00 5.4 47 4.8 47 0.82 0.61
00-IDX MSCI World GR USD 7.3 65 10.5 0.99 41 0.00 7.2 65 6.9 69 0.92 0.92
00-IDX Russell 1000 Growth TR USD 10.1 92 12.3 1.15 60 0.00 11.4 92 11.2 93 1.08 0.92
00-IDX Russell 1000 TR USD 9.1 83 11.1 1.04 48 0.00 9.4 83 9.1 85 1.01 1.00
00-IDX Russell 1000 Value TR USD 7.2 67 11.0 1.03 46 0.00 7.3 67 7.0 69 0.95 0.90
00-IDX Russell 2000 Growth TR USD 5.8 76 16.7 1.56 91 0.00 8.4 76 7.2 72 1.34 0.77
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00-IDX Russell 2000 Value TR USD 6.0 76 16.0 1.49 88 0.00 8.4 76 7.4 73 1.16 0.64
00-IDX Russell 2500 TR USD 6.4 74 14.3 1.34 77 0.00 8.2 74 7.3 73 1.19 0.83
00-IDX Russell 3000 TR USD 8.8 81 11.3 1.06 52 0.00 9.2 81 9.0 84 1.03 0.99
00-IDX S&P 500 Equal Weighted TR USD 7.8 76 11.6 1.08 54 0.00 8.4 76 8.0 78 1.03 0.94
00-IDX S&P 500 Growth TR USD 10.1 91 11.9 1.11 57 0.00 11.0 91 10.9 92 1.04 0.91
00-IDX S&P 500 PR 7.3 67 10.9 1.02 46 0.00 7.4 67 7.0 70 1.00 1.00
00-IDX S&P 500 TR USD 9.3 84 11.0 1.02 46 0.00 9.5 84 9.3 86 1.00 1.00
00-IDX S&P 500 Value TR USD 7.4 69 11.2 1.04 48 0.00 7.7 69 7.2 72 0.96 0.88
00-IDX S&P Asia 50 TR USD 9.3 96 15.7 1.47 86 0.00 13.1 96 12.6 96 0.98 0.47
00-IDX S&P Europe 350 TR EUR 1.6 13 10.1 0.95 39 0.00 1.6 13 1.1 11 0.61 0.43
00-IDX S&P Intl 700 TR 5.1 47 11.4 1.06 52 0.00 5.4 47 4.8 47 0.78 0.56
00-IDX S&P Japan 500 TR JPY 1.8 20 15.7 1.46 86 0.00 2.2 20 1.0 10 0.95 0.44
00-IDX S&P Latin America 40 TR 8.3 99 25.7 2.40 97 0.00 18.5 99 16.5 99 0.45 0.04
00-IDX S&P MidCap 400 Growth TR USD 6.6 72 13.4 1.25 70 0.00 7.9 72 7.3 72 1.14 0.88
00-IDX S&P MidCap 400 TR 6.8 75 13.5 1.26 71 0.00 8.3 75 7.7 75 1.13 0.85
00-IDX S&P MidCap 400 Value TR USD 6.7 77 14.1 1.32 76 0.00 8.5 77 7.8 76 1.12 0.76
00-IDX S&P SmallCap 600 Growth TR USD 7.7 91 16.4 1.53 90 0.00 11.3 91 10.4 91 1.26 0.71
00-IDX S&P SmallCap 600 TR USD 7.2 88 16.2 1.52 89 0.00 10.3 88 9.5 87 1.23 0.69
00-IDX S&P SmallCap 600 Value TR USD 6.6 84 16.5 1.54 90 0.00 9.6 84 8.6 81 1.20 0.64
00-IDX USTREAS Stat US T-Bill 90 Day TR 1.1 7 0.2 0.02 0 0.00 1.1 7 1.1 11 0.00 0.06