Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
Western Asset Core Bond I 0% 0% 3% 1% 7% - 2015-07-31
Highland Global Allocation Y -2% -8% 0% -2% 6% - 2015-07-31
Prudential Stock Index I 2% 1% 11% 3% 6% - 2015-07-31
Wells Fargo Advantage Discp US Core Adm 2% 1% 12% 3% 9% - 2015-07-31
AllianzGI US Small-Cap Growth Instl 0% 4% 12% 7% 8% - 2015-07-31
Nuveen AZ Municipal Bond I 0% 0% 4% 1% 4% - 2015-07-31
Wells Fargo Advantage Ult S/T Mun Inc I 0% 0% 0% 0% 2% - 2015-07-31
MassMutual Select Growth Opps Adm 3% 3% 13% 5% 2% - 2015-07-31
MFS® Total Return I 1% 0% 6% 2% 7% - 2015-07-31
PIMCO Real Return Instl 0% -1% -2% 0% 6% - 2015-07-31
Morgan Stanley Mortgage Securities I 0% 0% 3% 1% 4% - 2015-07-31
SEI S&P 500 Index E (SIMT) 2% 1% 11% 3% 10% - 2015-07-31
Thrivent Balanced Income Plus I 1% 0% 5% 3% 6% - 2015-07-31
Nuveen CT Municipal Bond I 0% 0% 3% 0% 4% - 2015-07-31
DFA Tax-Managed US Targeted Value -1% 0% 7% 3% 10% - 2015-07-31
American Century Equity Income Instl 1% 0% 5% 0% 8% - 2015-07-31
Pear Tree Quality Institutional 3% 1% 10% 3% 7% - 2015-07-31
Wells Fargo Advantage DJ Target 2030 Adm 0% -1% 2% 1% 7% - 2015-07-31
JPMorgan Mid Cap Equity Select 1% 3% 17% 7% 10% - 2015-07-31
Nuveen PA Municipal Bond I 0% 0% 4% 1% 5% - 2015-07-31
Principal Income Instl 0% 0% 1% 0% 6% - 2015-07-31
Federated Gov Ultrashort Duration Instl 0% 0% 0% 0% 2% - 2015-07-31
Virtus Bond I 0% -1% 0% 1% 6% - 2015-07-31
JPMorgan Intermediate Tax Free Bond Sel 0% 0% 1% 0% 4% - 2015-07-31
Hartford Core Equity Y 3% 4% 19% 8% 6% - 2015-07-31
Parametric Tax-Managed Emerg Mkt Instl -4% -9% -14% -4% 11% - 2015-07-31
JPMorgan High Yield Select 0% -1% 0% 1% 6% - 2015-07-31
Dreyfus Large Cap Equity I 1% 2% 12% 7% 6% - 2015-07-31
Principal Capital Appreciation Inst 1% 1% 12% 4% 9% - 2015-07-31
Morgan Stanley European Equity I 2% -1% 0% 7% 5% - 2015-07-31

All our data is licensed from Morningstar UK Ltd. Important legal information