Return (%)
Sharp
Alpha
Fund Name
Ticker
Return
Risk
Qtr
1 Yr
3 Yr
5 Yr
Ratio
(%)
Selected American
SLASX
1.0
1.8
3.80
43.35
3.50
4.78
0.04
3.05
Fidelity Contrafund
FCNTX
1.2
1.3
3.75
35.67
6.49
2.92
0.23
3.90
Vanguard Growth & Income
VQNPX
1.7
3.3
2.18
37.09
1.79
0.24
(0.11)
0.91
Large Cap Core
1.78
33.83
(0.67)
(0.46)
ABN AMRO Growth N
CHTIX
2.2
2.5
0.27
28.31
(0.18)
0.15
(0.23)
(1.08)
Large Cap Growth
1.43
31.84
(2.91)
(4.24)
(0.71)
Northern Large Cap Value
NOLVX
1.4
3.52
43.33
5.96
--
0.22
6.29
Oakmark I
OAKMX
2.8
1.44
32.53
6.22
5.29
0.25
6.66
Fidelity Equity-Income II
FEQTX
2.7
2.6
0.47
40.15
4.17
2.70
0.07
4.42
Vanguard U.S. Value
VUVLX
3.91
44.90
6.45
6.67
Large Cap Value
2.37
38.54
2.36
2.97
ABN AMRO Mid Cap N
CHTTX
3.1
9.29
67.11
13.66
18.10
0.36
14.39
Vanguard Strategic Equity
VSEQX
5.93
53.77
13.15
12.93
0.55
12.13
Mid Cap Core
4.46
47.95
9.17
8.78
0.16
Fidelity Mid-Cap Stock
FMCSX
3.0
3.15
41.28
(1.18)
9.78
(0.20)
(0.44)
Mid Cap Growth
3.89
43.84
1.07
2.81
(0.37)
Yacktman
YACKX
2.4
2.0
0.00
41.40
21.02
13.09
0.98
21.41
Fidelity Value
FDVLX
2.3
4.96
47.53
11.78
11.54
0.49
12.10
Mid Cap Value
4.12
47.42
9.42
10.14
0.29
Royce Low-Priced Stock
RYLPX
8.01
69.47
17.37
23.73
0.42
15.78
RS Partners
RSPFX
8.99
75.98
25.93
24.57
1.10
25.09
Small Cap Core
5.83
59.63
12.92
14.00
Fidelity Small Cap Stock
FSLCX
4.91
59.86
14.26
17.24
0.48
13.45
Vanguard Explorer
VEXPX
5.01
58.38
8.60
13.11
0.17
8.23
Small Cap Growth
4.54
57.81
5.85
7.76
(0.07)
Babson Enterprise
BABEX
1.5
5.68
62.62
24.20
19.02
1.08
24.46
Royce Special Equity
RYSEX
5.40
40.45
23.24
18.57
1.31
22.83
Small Cap Value
6.06
60.79
15.83
16.49
0.64
Julius Baer International Equity
BJBIX
13.74
51.30
12.29
0.09
6.14
William Blair Intl Growth
WBIGX
10.20
55.40
4.09
14.11
(0.02)
5.44
Fidelity Diversified International
FDIVX
13.01
58.60
7.59
10.51
7.71
Vanguard International Value
VTRIX
3.5
12.65
61.00
4.57
5.43
(0.01)
6.54
International Stock
4.10
52.24
1.73
0.99
(0.26)
Third Avenue Real Estate Value
TAREX
2.9
48.84
20.16
20.12
1.63
18.11
Fidelity Real Estate Investment
FRESX
12.15
47.83
21.13
18.49
1.41
17.80
Vanguard REIT Index
VGSIX
11.75
50.08
21.10
17.51
1.40
18.20
Real Estate
50.83
21.23
17.63
1.15
Yield
PIMCO Low Duration D
PLDDX
1.06
2.39
5.20
5.57
1.56
1.98
Fidelity Short-Term Bond
FSHBX
1.42
3.73
5.87
1.93
2.74
Vanguard Short-Term Corp
VFSTX
1.55
4.36
5.28
5.92
3.49
Short-Term Bond
1.21
4.51
5.18
1.38
3.08
Fidelity Spartan Short-Int Muni
FSTFX
1.6
0.14
3.03
5.06
4.56
1.24
Vanguard Ltd-Term Tax-Exempt
VMLTX
4.89
4.47
1.27
3.16
Short Term Muni Bonds
0.61
2.35
3.68
3.85
PIMCO Total Return Mortgage D
PTMDX
1.64
4.48
6.97
7.38
1.67
2.17
Fidelity Mortgage Secs
FMSFX
1.57
6.40
6.73
2.54
Vanguard GNMA
VFIIX
3.10
6.28
6.56
1.33
4.31
Intermediate Govt Bonds
2.26
3.67
6.04
1.03
Northern Hi Yield Fixed Income
NHFIX
0.79
19.03
8.55
5.31
0.74
8.37
Westcore Flexible Income
WTLTX
30.08
10.39
8.08
1.04
6.30
Fidelity Capital & Income
FAGIX
3.2
27.05
9.52
0.39
7.73
Vanguard High-Yield Corporate
VWEHX
14.62
4.55
0.53
7.41
High Yield Bonds
1.74
19.54
6.91
3.43
0.60
7.21
** Ratings: Return 1-High to 5-Low, Risk 1-Low to 5-High. 1 is Best in both cases. Ratings are relative to other funds in the same category.
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