Return (%)
Alpha
Yield
Fund Name
Ticker
Qtr
1 Yr
3 Yr
5 Yr
(%)
Fidelity Disciplined Equity
FDEQX
0.98
18.22
15.49
15.65
2.66
0.81
Fidelity Value Discovery
FVDFX
1.91
20.48
19.90
4.93
0.63
Selected American Shares
SLASX
(0.45)
14.89
13.58
16.20
1.80
1.02
Large Cap Core
1.98
16.90
13.77
15.98
Kinetics Paradigm
WWNPX
10.71
36.30
27.13
27.36
10.91
0.41
Marsico 21st Century
MXXIX
6.36
31.25
21.36
22.76
4.90
0.00
Fidelity Contrafund
FCNTX
7.16
24.38
18.20
17.67
6.57
0.57
Large Cap Growth
4.21
19.35
12.20
13.84
1st Source Monogram Income Equity
FMIEX
1.83
21.75
18.25
20.11
5.10
1.30
Gabelli Equity Income
GABEX
1.60
17.55
24.57
3.31
1.48
Large Cap Value
(0.24)
14.45
15.25
18.07
Fidelity Leveraged Company Stock
FLVCX
0.27
30.63
24.45
38.97
7.32
1.16
Kinetics Small Cap Opportunities
KSCOX
6.82
39.23
26.77
26.75
9.47
0.72
Royce Premier Inv
RYPRX
0.50
22.12
16.71
21.63
4.06
2.48
Mid Cap Core
(0.39)
17.87
17.34
20.90
Allianz CCM Mid Cap
PMCDX
4.66
24.23
19.89
23.12
3.37
Wells Fargo Advantage Discovery
STDIX
7.00
33.50
19.93
20.37
3.77
Mid Cap Growth
2.15
21.22
17.01
20.39
Artisan Mid Cap Value
ARTQX
(4.41)
15.88
16.36
21.95
0.39
Fidelity Value
FDVLX
(1.60)
17.47
17.11
20.81
1.09
0.68
Mid Cap Value
(3.55)
13.75
17.22
21.02
Pennsylvania Mutual Inv
PENNX
(2.91)
16.05
17.27
29.39
0.40
0.69
Small Cap Core
(3.09)
12.34
13.36
18.75
Fidelity Small Cap Independence
FDSCX
(2.73)
24.92
17.20
16.21
0.90
Turner Emerging Growth
TMCGX
2.38
25.06
18.85
21.78
4.09
UMB Scout Small Cap
UMBHX
(0.05)
15.84
14.28
19.04
Small Cap Growth
0.02
18.94
14.10
18.70
Allianz NFJ Small Cap Value D
PNVDX
(0.99)
19.60
17.39
19.30
2.44
1.53
Small Cap Value
(6.26)
6.09
12.51
Fidelity International Discovery
FIGRX
5.68
31.52
26.72
25.59
1.70
0.92
Julius Baer International Equity
BJBIX
1.97
32.16
28.39
26.02
2.10
1.46
UMB Scout International
UMBWX
4.71
30.15
24.74
23.46
2.35
1.21
Fidelity Diversified International
FDIVX
4.87
27.92
24.00
24.77
1.11
International
2.18
24.86
23.24
23.55
Cohen & Steers Realty Shares
CSRSX
2.28
4.31
20.74
23.31
(1.12)
2.76
Fidelity Real Estate Investment
FRESX
0.59
1.44
18.16
20.89
(2.90)
1.76
Third Avenue Real Estate Value
TAREX
(3.12)
8.33
17.86
21.64
Real Estate
1.42
3.68
19.64
21.90
1st Source Monogram Long/Short
FMLSX
(0.70)
11.70
9.23
2.56
Alpha Hedged Strategies
ALPHX
1.31
12.01
9.20
7.64
0.62
4.78
Long / Short
8.94
7.79
Fidelity Short-Term Bond
FSHBX
0.20
2.81
2.87
3.12
(1.58)
4.82
Metropolitan West Low Duration Bond
MWLDX
0.79
5.03
4.41
4.74
(0.60)
5.26
PIMCO Low Duration D
PLDDX
3.62
5.61
3.22
(0.42)
4.48
Short Term Bond
2.50
5.72
3.52
2.90
Fidelity Intermediate Government
FSTGX
3.08
5.45
3.30
3.00
(0.22)
4.46
Metropolitan West Total Return Bond
MWTRX
3.07
7.11
5.52
7.55
0.89
4.92
Fidelity Strategic Income
FSICX
2.26
6.88
6.90
9.81
1.04
5.50
Intermediate Bond
2.85
5.12
3.86
4.12
Fidelity Capital & Income
FAGIX
(0.49)
10.63
10.09
17.07
2.82
6.33
Julius Baer Global High Income
BJBHX
0.42
9.58
9.00
2.14
6.81
High Yield Bond
0.33
7.60
7.40
12.60
* Funds Closed to New Investors in Green, New Funds This Quarter in Blue, Funds Replaced This Quarter in Red
Best No Load Mutual Funds(Next Page)
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