Return (%)
Sharp
Alpha
Fund Name
Ticker
Return
Risk
Qtr
1 Yr
3 Yr
5 Yr
Ratio
(%)
Selected American Shares
SLASX
1.0
1.8
4.08
9.90
17.22
3.48
1.36
3.91
Fidelity Disciplined Equity
FDEQX
1.7
2.1
1.81
10.27
16.25
1.88
1.24
2.76
Vanguard Growth & Income
VQNPX
2.2
2.9
2.77
5.82
15.24
1.21
1.06
0.68
Large Cap Core
2.14
5.70
13.97
0.49
0.95
Atlas Growth Opportunities
ASGIX
1.6
1.62
7.42
13.81
0.79
1.11
1.60
Marsico Growth
MGRIX
1.5
4.20
6.74
17.23
1.33
1.17
2.98
Fidelity Contrafund
FCNTX
1.1
3.79
16.23
19.61
6.21
1.74
8.15
Large Cap Growth
3.35
6.48
13.90
(3.37)
0.80
TCW Galileo Dividend Focused N
TGIGX
2.5
0.41
16.76
7.92
3.39
Vanguard Windsor II
VWNFX
2.0
2.3
0.06
7.01
18.09
5.75
1.44
4.94
Large Cap Value
1.64
5.89
15.58
3.95
1.10
Kinetics Paradigm
WWNPX
1.4
(1.71)
16.11
27.54
15.11
1.95
14.02
RS Value
RSVAX
2.4
0.77
11.67
33.83
17.39
2.20
18.14
Fidelity Low-Priced Stock
FLPSX
1.83
8.65
23.22
17.33
1.41
6.47
Vanguard Strategic Equity
VSEQX
1.23
9.97
23.98
11.78
1.50
8.07
Mid Cap Core
2.30
9.08
20.09
8.13
Buffalo Mid Cap
BUFMX
2.8
5.80
13.83
24.00
--
1.08
3.12
Mid Cap Growth
3.19
9.61
19.11
0.04
1.03
Artisan Mid Cap Value
ARTQX
(0.10)
15.46
25.86
1.87
11.83
Fidelity Value
FDVLX
4.22
14.27
23.02
13.66
6.81
Mid Cap Value
1.63
8.25
20.48
9.36
1.34
Pennsylvania Mutual Inv
PENNX
6.41
12.50
23.80
15.32
1.49
8.64
UMB Scout Small Cap
UMBHX
1.51
5.60
22.09
12.35
1.67
10.37
*RS Partners
RSPFX
(0.94)
11.94
34.70
23.63
2.26
19.21
Small Cap Core
1.30
6.73
21.83
Royce Value Plus Inv
RYVPX
9.50
13.20
37.69
1.78
16.53
Fidelity Small Cap Independence
FDSCX
1.2
1.07
10.96
19.85
7.69
1.20
5.05
Vanguard Explorer
VEXPX
3.15
9.29
21.49
6.35
2.56
Small Cap Growth
5.91
19.90
0.94
Kinetics Small Cap Opportunitiy
KSCOX
(1.26)
13.17
29.93
14.80
2.02
15.92
Third Avenue Small-Cap Value
TASCX
1.9
1.35
11.09
23.28
13.99
1.59
8.11
Small Cap Value
0.66
6.13
22.34
13.48
1.32
Marsico International Opportunity
MIOFX
1.3
10.07
19.14
25.44
8.96
1.37
0.29
Fidelity International Discovery
FIGRX
5.53
18.55
26.48
8.53
Vanguard International Value
VTRIX
3.1
5.36
17.96
26.09
8.34
*Julius Baer International Equiy
BJBIX
2.95
17.05
25.16
8.91
1.55
*William Blair International Growth
WBIGX
6.89
21.65
27.03
8.46
2.63
*Fidelity Diversified International
FDIVX
5.18
25.93
9.51
1.79
3.90
International Stock
4.44
14.57
21.33
2.94
1.39
Cohen & Steers Realty Shares
CSRSX
3.03
14.88
29.99
19.00
1.69
19.22
Neuberger Berman Real Estate
NBRFX
2.69
13.08
27.74
17.97
Fidelity Real Estate Investmen
FRESX
3.56
14.87
27.27
19.01
17.38
Vanguard REIT Index
VGSIX
3.0
2.7
1.70
11.89
25.67
18.27
16.09
*Third Avenue Real Estate Value
TAREX
2.6
3.37
14.38
26.27
19.92
2.49
16.48
Real Estate
2.61
11.54
26.47
18.54
1.57
Yield
Managers Intermediate Duration
MGIDX
0.36
5.14
0.48
2.89
William Blair Income N
WBRRX
0.55
1.71
2.66
4.59
Fidelity Short-Term Bond
FSHBX
0.74
2.16
2.53
4.36
0.52
3.46
Vanguard Short-Term Investment
VFSTX
0.82
2.24
2.85
3.58
Short-Term Bond
0.47
1.46
1.97
3.82
0.13
Fidelity Short-Intermediate Mu
FSTFX
0.43
1.96
3.59
0.21
Vanguard Ltd-Term Tax-Ex
VMLTX
1.14
1.82
3.45
0.16
3.06
Short Term Muni Bonds
2.97
(0.13)
2.42
PIMCO Total Return Mortgage D
PTMDX
0.30
2.12
5.77
0.56
3.20
TCW Galileo Total Return Bond
TGMNX
0.86
3.54
6.04
0.64
4.53
Westcore Plus Bond
WTIBX
0.57
2.06
6.62
6.76
5.44
Fidelity Mortgage Secs
FMSFX
0.19
2.10
3.36
5.32
4.12
Fidelity Strategic Income
FSICX
0.40
2.71
10.06
9.21
1.72
Vanguard GNMA
VFIIX
1.16
3.34
5.49
0.46
4.67
Intermediate Bonds
0.37
1.75
3.63
5.35
0.53
3.86
Scudder High Income Plus Invm
MGHVX
3.97
13.42
9.57
7.81
Fidelity Capital & Income
FAGIX
4.54
17.86
9.23
2.17
6.36
Vanguard High-Yield Corporate
VWEHX
3.2
1.38
6.49
7.17
High Yield Bonds
0.84
2.46
12.01
7.26
1.86
6.91
* 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. Closed Funds in Green, New Funds in Blue
Top No Load Mutual Funds(Next Page)
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