Return (%)
Sharp
Alpha
Fund Name
Ticker
Return
Risk
Qtr
1 Yr
3 Yr
5 Yr
Ratio
(%)
Selected American Shares
SLASX
1.5
1.8
0.03
7.90
7.08
1.60
0.36
3.83
Fidelity Disciplined Equity
FDEQX
1.7
2.1
0.43
9.71
4.79
(1.62)
0.25
1.94
Vanguard Growth & Income
VQNPX
2.2
2.9
(1.21)
7.42
3.73
(2.21)
0.15
0.81
Large Cap Core
(2.03)
5.74
2.19
(2.79)
Atlas Growth Opportunities
ASGIX
1.4
1.6
(2.97)
4.90
3.54
(3.77)
0.18
1.08
Fidelity Contrafund
FCNTX
1.3
0.33
11.28
9.07
0.60
0.78
7.54
Large Cap Growth
(4.25)
1.45
(0.60)
(9.73)
Yacktman
YACKX
2.0
(1.76)
8.00
14.99
18.91
0.92
14.36
Vanguard Windsor II
VWNFX
13.31
7.26
7.71
0.45
5.62
Large Cap Value
(0.73)
9.40
4.50
4.32
Artisan Mid Cap Value
ARTQX
1.2
5.20
23.56
18.13
--
1.13
17.38
Fidelity Value
FDVLX
2.5
2.3
0.74
16.34
11.06
13.98
11.60
Vanguard Strategic Equity
VSEQX
(1.87)
11.62
12.24
10.36
11.96
Mid Cap Core
(1.27)
9.89
7.93
5.09
Royce Micro-Cap Inv
RYOTX
(3.82)
2.69
9.91
13.66
0.41
11.49
Royce Premier
RYPRX
(2.58)
10.88
13.02
13.72
0.98
15.17
Small Cap Core
(2.88)
8.98
9.18
9.44
Neuberger Berman Fasciano Inv
NBFSX
(4.97)
3.71
4.69
7.00
0.64
9.11
Fidelity Small Cap Independence
FDSCX
(1.17)
8.77
5.90
4.05
6.26
Vanguard Explorer
VEXPX
2.4
(3.15)
4.91
5.76
2.57
5.83
Small Cap Growth
(4.90)
2.01
3.76
(4.31)
Third Avenue Small-Cap Value
TASCX
1.55
16.33
12.93
14.18
13.39
Small Cap Value
(1.88)
11.69
11.70
14.54
Julius Baer International Equity
BJBIX
1.0
0.31
16.54
16.22
2.24
0.97
6.49
Fidelity International Discovery
FIGRX
3.1
(0.32)
12.91
13.54
1.44
3.67
Vanguard International Value
VTRIX
2.6
0.87
15.95
12.42
4.62
0.67
International Stock
(0.38)
12.51
8.76
(3.23)
Third Avenue Real Estate Value
TAREX
1.19
19.81
20.56
21.28
1.88
20.58
Fidelity Real Estate Investment
FRESX
2.8
(5.53)
13.00
18.58
20.18
1.27
21.01
Vanguard REIT Index
VGSIX
3.6
(7.34)
8.43
16.42
18.74
20.30
Real Estate
(6.65)
10.10
17.97
19.37
Yield
Managers Intermediate Duration
MGIDX
(0.42)
1.78
4.74
6.60
1.25
2.27
PIMCO Low Duration D
PLDDX
0.58
3.52
5.02
1.18
1.74
Fidelity Short-Term Bond
FSHBX
(0.15)
3.86
5.22
1.29
2.28
Vanguard Short-Term Invest Gr
VFSTX
0.19
3.61
5.16
1.11
3.45
Short-Term Bond
(0.31)
0.04
3.08
4.58
0.95
Fidelity Spartan Short-Int Muni
FSTFX
(0.75)
0.14
3.30
4.25
0.79
2.36
Vanguard Ltd-Term Tax-Exempt
VMLTX
(0.65)
0.06
3.18
4.15
0.82
2.91
Short Term Muni Bonds
(0.39)
0.13
2.61
3.66
0.71
2.37
PIMCO Total Return Mortgage D
PTMDX
(0.16)
2.68
5.37
7.21
1.31
TCW Galileo Total Return Bond
TGMNX
(0.51)
1.80
5.57
7.56
1.41
4.31
Westcore Plus Bond
WTIBX
(0.83)
2.58
8.12
7.95
1.53
Fidelity Mortgage Secs
FMSFX
(0.27)
2.23
5.17
6.70
1.39
3.33
Fidelity Strategic Income
FSICX
(1.09)
6.33
11.74
9.08
1.87
5.31
Vanguard GNMA
VFIIX
0.09
2.60
5.07
6.61
1.06
4.67
Intermediate Bonds
(0.64)
0.77
5.44
6.35
0.85
3.49
Scudder High Income
MGHVX
(1.10)
9.14
6.53
1.30
7.33
Westcore Flexible Income
WTLTX
(2.44)
4.53
10.16
8.88
1.28
6.58
Fidelity Capital & Income
FAGIX
3.0
(0.74)
10.18
15.75
5.67
1.04
6.10
Vanguard High-Yield Corporate
VWEHX
3.3
(1.71)
4.59
7.88
7.19
High Yield Bonds
(1.57)
6.29
9.61
5.04
0.72
* 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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