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Fund Name
Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Adirondack Small Cap
Small Value
16.21
1.48
132
Aegis Value
Small Value
22.68
1.47
257
AllianzGI High Yield Bond
High Yield Bond
3.82
0.63
384
AllianzGI Ultra Micro Cap
Small Growth
26.82
2.08
51
AllianzGI Wellness A
Health
15.77
1.46
136
AllianzGI Wellness A Load
Health
15.77
1.46
136
AllianzGI Wellness B
Health
15.37
2.21
136
AllianzGI Wellness C
Health
15.36
2.21
136
AllianzGI Wellness D
Health
15.77
1.46
136
American Beacon Mid Cap V
Mid-Cap Value
20.28
0.78
168
American Beacon Mid Cap V
Mid-Cap Value
20.19
0.98
168
American Century NT Mid C
Mid-Cap Value
16.65
0.80
454
API Efficient Frontier In
Conservative Alloca
3.18
1.24
627
API Efficient Frontier In
Conservative Alloca
3.18
1.24
627
API Efficient Frontier In
Conservative Alloca
2.87
1.68
627
Appleseed
Mid-Cap Value
13.20
1.25
292
Artisan Global Value Inve
World Stock
14.62
1.50
532
Berkshire Focus
Technology
7.62
2.00
46
BlackRock Long Duration B
Long-Term Bond
-4.69
0.45
273
BlackRock Long Duration B
Long-Term Bond
-4.66
0.55
273
BlackRock Long Duration B
Long-Term Bond
-4.89
0.85
273
BlackRock Long Duration B
Long-Term Bond
-4.89
0.85
273
Bogle Small Cap Growth In
Small Blend
19.45
1.25
165
Brown Capital Mgmt Mid-Ca
Mid-Cap Growth
13.76
1.15
68
Buffalo Discovery
Mid-Cap Growth
11.70
1.01
493
All Funds Avg
8.27
1.19
1,903
S&P 500
16.08
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