Return (%)
Sharp
Alpha
Fund Name
Ticker
Return
Risk
Qtr
1 Yr
3 Yr
5 Yr
Ratio
(%)
Selected American
SLASX
1.0
2.2
14.63
30.90
(1.20)
4.87
(0.21)
3.37
Fidelity Contrafund
FCNTX
1.5
1.7
11.34
27.95
0.36
3.33
(0.15)
2.33
Vanguard Growth & Income
VQNPX
3.3
12.90
30.15
(3.34)
0.71
(0.40)
0.81
Large Cap Core
11.52
26.79
(4.77)
(0.44)
(0.46)
ABN AMRO Growth N
CHTIX
1.9
2.5
10.79
21.58
(5.21)
1.40
(0.48)
(0.61)
Large Cap Growth
10.09
28.61
(10.39)
(3.23)
(0.71)
Northern Large Cap Value
NOLVX
1.8
6.26
16.40
4.91
--
0.06
9.99
Oakmark I
OAKMX
2.8
6.52
16.74
9.64
3.27
0.35
15.20
Fidelity Equity-Income II
FEQTX
2.3
2.6
4.97
16.03
0.73
2.54
(0.16)
7.89
Vanguard U.S. Value
VUVLX
1.4
8.96
19.02
4.73
0.01
9.25
Large Cap Value
13.24
28.47
(0.22)
2.56
(0.18)
ABN AMRO Mid Cap N
CHTTX
3.1
12.20
41.42
10.39
13.84
22.83
Vanguard Strategic Equity
VSEQX
12.89
43.83
9.61
11.03
0.50
15.85
Mid Cap Core
13.23
36.41
4.81
7.88
0.16
Fidelity Mid-Cap Stock
FMCSX
2.7
12.26
33.26
(5.60)
9.21
(0.28)
Mid Cap Growth
Yacktman
YACKX
2.0
14.62
33.03
20.98
0.92
23.58
Fidelity Value
FDVLX
14.26
34.43
11.05
9.95
0.54
17.71
Mid Cap Value
14.10
33.65
7.28
9.07
0.29
Royce Low-Priced Stock*
RYLPX
14.72
44.02
14.67
19.39
0.48
25.33
RS Partners
RSPFX
16.89
65.63
25.09
21.69
1.11
32.57
Small Cap Core
14.78
42.89
9.23
10.88
0.42
Fidelity Small Cap Stock*
FSLCX
1.3
17.30
45.04
9.17
15.73
16.29
Vanguard Explorer
VEXPX
2.4
13.06
44.25
3.04
10.40
0.15
14.57
Small Cap Growth
13.10
44.78
(1.99)
6.19
(0.07)
Babson Enterprise
BABEX
18.21
50.64
23.51
14.46
1.06
27.19
Royce Special Equity*
RYSEX
13.25
27.64
24.39
15.13
1.38
27.07
Small Cap Value
15.74
14.34
13.00
0.64
Julius Baer International Equity*
BJBIX
17.11
35.92
2.03
11.53
4.19
William Blair Intl Growth*
WBIGX
14.48
42.21
1.36
13.43
(0.09)
5.23
Fidelity Diversified Intl*
FDIVX
15.19
42.38
3.93
9.02
0.05
6.78
Vanguard International Value
VTRIX
19.71
44.44
2.46
(0.06)
6.82
International Stock
15.99
33.46
(4.55)
0.52
(0.26)
Yield
PIMCO Low Duration D
PLDDX
0.19
2.66
5.86
5.49
1.64
2.50
Fidelity Short-Term Bond
FSHBX
3.58
5.96
5.75
1.97
3.09
Vanguard Short-Term Corp
VFSTX
4.24
5.85
1.85
4.15
Short-Term Bond
0.17
2.45
5.02
5.05
3.08
Fidelity Spartan Short-Int Muni*
FSTFX
1.6
0.14
3.03
5.06
4.56
1.24
2.70
Vanguard Ltd-Term Tax-Exempt
VMLTX
0.23
2.81
4.89
4.47
1.27
3.16
Short Term Muni Bonds
1.28
3.10
3.99
3.94
1.08
2.37
PIMCO Total Return Mortgage D
PTMDX
1.05
3.75
7.42
7.15
1.73
2.16
Fidelity Mortgage Secs
FMSFX
1.1
0.31
3.28
6.62
6.56
1.72
2.51
Vanguard GNMA
VFIIX
0.67
6.68
6.34
Intermediate Govt Bonds
2.25
6.06
5.50
1.03
3.49
Northern Hi Yield Fixed Income
NHFIX
5.57
23.59
10.24
5.59
0.91
8.01
Westcore Flexible Income
WTLTX
1.2
7.71
24.40
10.50
6.27
0.96
7.07
Fidelity Capital & Income*
FAGIX
3.2
6.44
40.01
8.88
5.74
5.46
Vanguard High-Yield Corporate*
VWEHX
3.5
4.48
17.44
6.94
4.50
7.59
High Yield Bonds
5.61
24.19
7.77
3.50
0.60
7.21
Third Avenue Real Estate Value*
TAREX
12.53
37.34
19.17
18.43
1.57
0.83
Fidelity Real Estate Investment*
FRESX
9.15
33.78
15.71
15.05
1.20
2.78
Vanguard REIT Index*
VGSIX
9.27
35.65
16.50
13.90
1.23
5.27
Real Estate
9.72
36.65
16.10
14.02
1.15
3.15
* 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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