Funds performance table by strategy

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fund name 1 mthsort icon 3 mth 12 mth ytd Inception Net assets Return Date
BlackRock Municipal Bond 3% 5% 21% 3% 8% - 2015-01-31
BlackRock MuniHoldings Fund 3% 4% 20% 3% 8% - 2015-01-31
BlackRock MuniYield MI Qty II 3% 4% 18% 3% 6% - 2015-01-31
RBC Funds (Lux) US Inv Grd Corp Bd O Acc 3% 3% 8% 3% 6% 120M 2015-01-31
BlackRock US Opportunities Svc 3% 4% 6% 7% 13% - 2012-08-31
RiverSource Discp Sm & Md Cap Eq I 3% 10% 23% 11% 1% - 2011-04-30
Ivy Small Cap Growth Y 3% 7% 41% 41% 11% - 2013-12-31
BTV 1 T 3% 5% 10% 3% 4% 13M 2015-01-31
Prudential Stock Index Z 3% 11% 29% 28% 9% - 2013-11-30
Western Asset Inflation Idxd Plus Bd I 3% 1% 4% 3% 5% - 2015-01-31
BlackRock Inflation Prted Bd BlackRock 3% 1% 3% 3% 5% - 2015-01-31
MLC Wholesale Horizon 7 Accelerated Gr 3% 7% 17% 3% 8% 373M 2015-01-31
SIM Small Cap B3 3% 9% 25% 3% 6% 356M 2015-01-31
SIM Mgd Cautious FoF B1 3% 5% 16% 3% 11% 1279M 2015-01-31
Amundi Fds Eq Europe Restructuring IE-C 3% 6% 25% 19% -2% 13M 2013-10-31
Henderson Managed Dist I Acc 3% 1% 1% 7% 5% 277M 2012-06-30
Ivy Dividend Opportunities Y 3% 9% 29% 29% 8% - 2013-12-31
Goldman Sachs Global Small Companies WS 3% 13% 12% 3% 6% 94M 2015-01-31
RiverSource Discp Sm & Md Cap Eq R4 3% 10% 23% 11% 1% - 2011-04-30
Federated Capital Appreciation Instl 3% 10% 7% 10% 1% - 2013-03-31
AB European Strategic Value I 3% 0% 6% 2% -10% 10M 2011-04-30
AB European Value I 3% 0% -3% 8% 0% 32M 2012-07-31
Allianz Sterling 3% 5% 1% 0% 4% 0M 2011-09-30
Vanguard FTSE Dev ex Nrth Amer ETF CAD-H 3% 3% 12% 3% 15% 254M 2015-01-31
RWC Income Opportunities Fund B GBP Inc 3% 3% 7% 3% 6% 244M 2015-01-31
HPWM Asian Equity I USD 3% 0% 3% 3% 6% 25M 2015-01-31
Pictet Total Return–Corto Europe HI USD 3% 6% 0% 3% 5% 123M 2015-01-31
BG Selection Oddo AM Oddo Expert Eurp CX 3% 7% 0% 3% 6% 33M 2013-01-31
UBS IQ Research Preferred Aus Shr ETF 3% 0% 6% 3% 9% - 2015-01-31
Virtus Disciplined Select Bond I 3% 2% 5% 3% 1% - 2015-01-31

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