MutualFunds

MutualFunds - FI 10.56 5.14 0.60 5-Star Marsico 21st...

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Fund Name DE 28.88 12.39 0.67 2-Star American Century Intl. Disc IE 14.37 30.53 1.41 3-Star American Century Tax-Free Bond FI 10.73 3.34 0.49 4-Star American Century Ultra DE 24.94 10.88 0.99 3-Star Ariel DE 46.39 11.32 1.03 2-Star Artisan Intl Val IE 25.52 24.95 1.23 3-Star Artisan Small Cap DE 16.92 15.67 1.18 3-Star Baron Asset DE 50.67 16.77 1.31 5-Star Brandywine DE 36.58 18.14 1.08 4-Star Brown Cap Small DE 35.73 15.85 1.20 4-Star Buffalo Mid Cap DE 15.29 17.25 1.02 3-Star Delafield DE 24.32 17.77 1.32 4-Star DFA U.S. Micro Cap DE 13.47 17.23 0.53 3-Star FI 12.51 4.31 0.44 4-Star Fairholme DE 31.86 18.23 1.00 5-Star Fidelity Contrafund DE 73.11 17.99 0.89 5-Star Fidelity Municipal Income FI 12.58 4.41 0.45 5-Star Fidelity Overseas IE 48.39 23.46 0.90 4-Star Fidelity Sel Electronics DE 45.60 13.50 0.89 3-Star Fidelity Sh-Term Bond FI 8.60 2.76 0.45 3-Star Fideliy DE 39.85 14.4 0.56 4-Star FPA New Income FI 10.95 4.63 0.62 3-Star Gabelli Asset AAA DE 49.81 16.70 1.36 4-Star Greenspring DE 23.59 12.46 1.07 3-Star Janus DE 32.26 12.81 0.90 3-Star Janus Worldwide IE 54.83 12.31 0.86 2-Star Kalmar Gr Val Sm Cp DE 15.30 15.31 1.32 3-Star Managers Freemont Bond
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Unformatted text preview: FI 10.56 5.14 0.60 5-Star Marsico 21st Century DE 17.44 15.16 1.31 5-Star Mathews Pacific Tiger IE 27.86 32.70 1.16 3-Star Meridan Value DE 31.92 15.33 1.08 4-Star Oakmark I DE 40.37 9.51 1.05 2-Star PIMCO Emerg Mkts Bd D FI 10.68 13.57 1.25 3-Star RS Value A DE 26.27 23.68 1.36 4-Star T. Rowe Price Latin Am. IE 53.89 51.10 1.24 4-Star T. Rowe Price Mid Val DE 22.46 16.91 0.80 4-Star Templeton Growth A IE 24.07 15.91 1.01 3-Star Thornburg Value A DE 37.53 15.46 1.27 4-Star USAA Income FI 12.10 4.31 0.62 3-Star Fund Type Net Asset Value ($) 5 Year Average Return (%) Expense Ratio (%) Morningstar Rank Vanguard Equity-Inc DE 24.42 13.41 0.29 4-Star Vanguard Global Equity IE 23.71 21.77 0.64 5-Star Vanguard GNMA FI 10.37 4.25 0.21 5-Star Vanguard Sht-Tm TE FI 15.68 2.37 0.16 3-Star Vanguard Sm Cp Idx DE 32.58 17.01 0.23 3-Star Wasatch Sm Cp Growth DE 35.41 13.98 1.19 4-Star...
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MutualFunds - FI 10.56 5.14 0.60 5-Star Marsico 21st...

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