|
|
|
Large Cap Growth |
Waddell & Reed InvestEd Portfolios Inc. |
$15.23 |
2.77% |
-0.20% |
-1.49% |
5.91% |
10.20% |
14.60% |
|
|
|
|
|
$9.46 |
0.75% |
-3.07% |
-2.87% |
-11.59% |
-11.59% |
-2.27% |
|
|
|
Bonds |
|
$9.66 |
n/a |
-0.41% |
-0.72% |
-1.33% |
-1.73% |
-1.73% |
|
|
|
Bonds |
|
$9.31 |
0.32% |
-0.85% |
-1.59% |
-2.10% |
-2.41% |
-1.17% |
|
|
|
Multi Cap Growth |
|
$13.61 |
1.19% |
-1.02% |
-1.52% |
4.05% |
10.11% |
17.33% |
|
|
|
Multi Cap Growth |
|
$14.34 |
2.65% |
0.35% |
-0.76% |
5.21% |
11.08% |
17.35% |
|
|
|
Emerging Markets |
|
$12.81 |
0.39% |
-7.31% |
-8.57% |
-4.83% |
-5.46% |
7.38% |
|
|
|
Emerging Markets |
|
$12.98 |
0.70% |
-6.69% |
-8.78% |
-4.49% |
-5.53% |
5.70% |
|
|
|
Emerging Markets |
|
$12.89 |
0.70% |
-6.73% |
-8.84% |
-4.59% |
-5.57% |
5.66% |
|
|
|
Emerging Markets |
|
$8.63 |
0.94% |
-6.80% |
-9.06% |
-5.68% |
-7.50% |
4.23% |
|
|
|
Emerging Markets |
|
$8.62 |
0.94% |
-6.71% |
-9.07% |
-5.59% |
-7.31% |
4.23% |
|
|
|
Emerging Markets |
|
$8.62 |
0.94% |
-6.71% |
-9.07% |
-5.59% |
-7.41% |
4.23% |
|
|
|
Bonds |
|
$10.80 |
0.28% |
-1.64% |
-2.44% |
-2.61% |
-3.14% |
-1.64% |
|
|
|
Multi Cap Core |
|
$18.80 |
2.34% |
-0.05% |
-0.58% |
6.52% |
10.98% |
14.29% |
|
|
|
|
|
$5.99 |
2.57% |
0.17% |
-2.92% |
3.45% |
1.53% |
12.59% |
|
|
|
Small Cap Core |
Wayne Hummer |
$14.72 |
-6.18% |
-2.19% |
-0.94% |
-3.85% |
n/a |
n/a |
|
|
|
Large Cap Core |
Wayne Hummer |
$13.23 |
-6.37% |
-5.03% |
-4.20% |
-8.44% |
6.27% |
1.46% |
|
|
|
Global Stocks |
Wintergreen Funds |
$16.69 |
1.34% |
-1.53% |
-3.13% |
3.02% |
8.80% |
18.62% |
|
|
|
|
|
$14.07 |
-0.99% |
-0.42% |
-1.75% |
5.95% |
12.65% |
14.02% |
|
|
|
|
|
$0.00 |
n/a |
n/a |
n/a |
n/a |
n/a |
n/a |
|
|
|
Small Cap Value |
|
$21.00 |
2.84% |
1.65% |
0.82% |
7.25% |
17.19% |
33.16% |
|
|
|
Small Cap Value |
|
$21.23 |
2.81% |
1.63% |
0.81% |
7.28% |
17.29% |
33.19% |
|
|
|
Multi Cap Value |
|
$19.22 |
2.40% |
0.42% |
0.10% |
8.22% |
18.13% |
30.22% |
|
|
|
Multi Cap Value |
|
$19.14 |
1.00% |
-0.52% |
-0.52% |
7.35% |
17.42% |
31.28% |
|
|
|
Multi Cap Core |
|
$14.50 |
2.47% |
0.35% |
-0.82% |
6.77% |
13.81% |
22.47% |
|
|
|
Small Cap Growth |
Wilshire Mutual Funds |
$21.63 |
3.10% |
2.17% |
1.69% |
7.13% |
16.67% |
29.60% |
|
|
|
Small Cap Growth |
Wilshire Mutual Funds |
$22.33 |
0.77% |
-0.18% |
0.31% |
5.38% |
15.16% |
29.90% |
|
|
|
Large Cap Growth |
Wilshire Mutual Funds |
$38.79 |
2.43% |
0.03% |
-1.65% |
5.61% |
9.02% |
11.08% |
|
|
|
Bonds |
|
$0.00 |
n/a |
n/a |
n/a |
n/a |
n/a |
n/a |
|
|
|
Bonds |
|
$13.38 |
-0.07% |
-1.18% |
-2.12% |
-1.83% |
-2.12% |
-2.90% |
|
|
|
Bonds |
|
$0.00 |
n/a |
n/a |
n/a |
n/a |
n/a |
n/a |
|
|
|
Multi Cap Core |
|
$10.34 |
2.17% |
-0.39% |
-2.18% |
3.30% |
6.93% |
16.84% |
|
|
|
Small Cap Core |
Wilmington Funds |
$12.98 |
2.85% |
1.41% |
0.15% |
6.05% |
14.77% |
27.13% |
|
|
|
International Stocks |
Wilmington Funds |
$0.00 |
n/a |
n/a |
n/a |
n/a |
n/a |
n/a |
|
|
|
Large Cap Core |
Wilmington Mutual Funds |
$15.03 |
0.87% |
-1.12% |
-1.64% |
5.40% |
12.58% |
22.00% |
|
|
|
Mid Cap Core |
Integrity Mutual Funds Inc. |
$6.24 |
3.14% |
0.16% |
-1.89% |
3.14% |
11.83% |
30.82% |
|
|
|
Mid Cap Growth |
William Blair Funds |
$17.46 |
1.51% |
-0.29% |
-0.80% |
7.51% |
17.02% |
26.80% |
|
|
|
Small Cap Core |
William Blair Funds |
$16.33 |
2.90% |
1.81% |
0.06% |
6.66% |
16.56% |
28.18% |
|
|
|
Small Cap Value |
William Blair Funds |
$16.63 |
2.91% |
1.84% |
0.12% |
6.74% |
16.70% |
28.12% |
|
|
|
Small Cap Growth |
William Blair Funds |
$31.31 |
2.35% |
2.39% |
1.59% |
11.78% |
24.30% |
38.36% |
|
|
|
|
|
$30.03 |
2.35% |
2.39% |
1.59% |
11.72% |
24.14% |
38.01% |
|
|
|
Mid Cap Value |
William Blair Funds |
$13.40 |
3.00% |
1.06% |
-0.74% |
6.10% |
14.63% |
22.26% |
|
|
|
Mid Cap Growth |
William Blair Funds |
$14.79 |
3.21% |
0.48% |
-1.40% |
4.60% |
11.96% |
15.10% |
|
|
|
Large Cap Growth |
William Blair Funds |
$9.41 |
2.62% |
0.53% |
-1.36% |
5.61% |
9.80% |
18.07% |
|
|
|
International Stocks |
William Blair Funds |
$14.97 |
1.91% |
0.60% |
-2.41% |
4.03% |
9.67% |
23.41% |
|
|
|
International Stocks |
William Blair Funds |
$23.63 |
1.72% |
-2.40% |
-4.79% |
1.46% |
4.37% |
17.62% |
|
|
|
International Stocks |
William Blair Funds |
$13.04 |
1.64% |
-0.99% |
-3.91% |
3.08% |
6.02% |
16.85% |
|
|
|
International Stocks |
|
$11.60 |
1.58% |
-0.94% |
-3.89% |
3.02% |
6.13% |
19.34% |
|
|
|
International Stocks |
William Blair Funds |
$15.72 |
1.75% |
-2.36% |
-4.73% |
1.55% |
4.59% |
17.66% |
|
|
|
Global Stocks |
William Blair |
$10.28 |
2.29% |
-0.77% |
-2.74% |
4.47% |
6.42% |
15.90% |
|
|
|
|
|
$10.90 |
0.46% |
-1.54% |
-2.50% |
-2.77% |
-3.20% |
-1.71% |
|
|
|
International Stocks |
FundVantage |
$20.53 |
2.45% |
-1.53% |
-3.75% |
0.39% |
1.84% |
14.12% |
|
|
|
Emerging Markets |
|
$8.74 |
-1.02% |
-5.62% |
-7.90% |
-3.74% |
-8.10% |
2.70% |
|
|
|
Emerging Markets |
|
$8.72 |
-1.13% |
-5.63% |
-8.02% |
-3.96% |
-8.31% |
2.59% |
|
|
|
Large Cap Growth |
Oak Associates Funds |
$50.01 |
2.75% |
0.70% |
-0.08% |
4.60% |
11.53% |
23.94% |
|
|
|
|
|
$16.72 |
3.08% |
0.91% |
-0.71% |
4.89% |
13.90% |
27.15% |
|
|
|
Small Cap Core |
Westwood Fund |
$12.37 |
3.08% |
1.81% |
0.41% |
5.91% |
18.83% |
28.85% |
|
|
|
Large Cap Core |
Westwood |
$12.39 |
2.57% |
0.81% |
-0.56% |
8.02% |
15.36% |
16.89% |
|
|
|
Multi Cap Value |
|
$11.95 |
2.22% |
0.50% |
-0.91% |
8.93% |
15.91% |
11.47% |
|
|
|
Mid Cap Core |
Westport Funds |
$22.27 |
2.53% |
1.64% |
1.32% |
6.86% |
16.41% |
-2.20% |
|
|
|
|
|
$29.77 |
2.66% |
0.98% |
-0.23% |
6.70% |
11.50% |
20.28% |
|
|
|
Bonds |
|
$22.49 |
1.72% |
-0.57% |
-1.45% |
3.88% |
8.44% |
17.56% |
|
|
|
Bonds |
|
$16.66 |
0.42% |
0.73% |
-0.60% |
-1.07% |
-2.74% |
0.12% |
|
|
|
Bonds |
|
$4.23 |
0.24% |
-2.08% |
-3.64% |
-2.98% |
-3.20% |
1.68% |
|
|
|
Bonds |
|
$11.24 |
-0.35% |
-2.09% |
-3.02% |
-2.09% |
-2.43% |
-1.06% |
|
|
|
Bonds |
|
$3.39 |
-0.29% |
-1.17% |
-1.74% |
-1.17% |
-1.45% |
-0.59% |
|
|
|
Bonds |
|
$6.24 |
0.32% |
-2.65% |
-4.88% |
-4.15% |
-5.45% |
-0.64% |
|
|
|
Bonds |
|
$8.64 |
-0.35% |
-2.70% |
-3.46% |
-2.04% |
-2.26% |
0.82% |
|
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
