Prior M* Analyst Rating M* Analyst Rating Prior M* Analyst ...

Ratings Changes: November 2016

Upgrades (1)

T. Rowe Price International Gr & Inc Downgrades (3) Vanguard Developed Markets Idx Admiral MainStay MAP I Franklin Total Return Adv New Mutual Fund Ratings (89) Boston Partners All Cap Value Instl Natixis Oakmark A Loomis Sayles High Income Opps Instl T. Rowe Price Retirement Balanced Hartford Balanced Income Y BlackRock GNMA Inv C BlackRock US Government Bond Instl BlackRock US Mortgage Portfolio Instl BlackRock High Yield Municipal Instl Matthews Korea Investor Fidelity Advisor? Balanced T Goldman Sachs Short Dur T/F Instl T. Rowe Price Media & Telecomms Columbia Select Large Cap Equity Z Davis Financial A Hartford Healthcare Y Invesco Dividend Income Investor JHancock Bond A Columbia Seligman Comms & Info A JPMorgan Limited Duration Bd Sel JOHCM International Select I Davis Global A Touchstone Mid Cap Growth A VanEck International Investors Gold A Lazard Global Listed Infrastructure Inst Alger Small Cap Focus I Dreyfus Strategic Value A T. Rowe Price Extended Equity Market Idx JPMorgan Equity Index Select T. Rowe Price Total Equity Market Idx Wells Fargo Index Admin BlackRock Mid-Cap Growth Equity Instl Franklin Small Cap Growth Adv Templeton International Bond Adv AB Small Cap Growth A Delaware US Growth A Columbia Capital Allocation Agrsv K Columbia Capital Allocation Cnsrv K Columbia Capital Allocation Mod Agrsv Z Columbia Capital Allocation Mod Cnsrv Z Columbia Capital Allocation Moderate K Franklin Biotechnology Discovery A Franklin Equity Income A AllianzGI Income & Growth Institutional Columbia Global Technology Growth Z Goldman Sachs Capital Growth A Putnam Capital Spectrum Y Putnam Equity Spectrum Y Voya Corporate Leaders 100 I BlackRock Tactical Opportunities Inv A Franklin Gold and Precious Metals A Franklin Low Duration Total Return A Templeton World A AB High Income Municipal Advisor AllianzGI Global Allocation A Goldman Sachs High Yield Muni Instl Prudential Short Dur Hi Yld Inc Z Fidelity? Emerging Asia JPMorgan Disciplined Equity Instl BlackRock Emerging Mkts Instl Eaton Vance Rich Bern All Asst Strat I Gabelli Small Cap Growth AAA Invesco Mid Cap Growth A Lord Abbett Natl Tax-Free Income A PIMCO StocksPLUS? Instl Western Asset Mortgage Backed Sec A Henderson Global Technology A T. Rowe Price International Eq Index Fidelity Advisor? Leveraged Co StkI Invesco Equally-Wtd S&P 500 B JPMorgan High Yield Select Lord Abbett High Yield Municipal Bond A PIMCO High Yield Municipal Bond I Putnam Income A AB Sustainable Global Thematic A Eaton Vance Dividend Builder A Fidelity Advisor? High Income I Goldman Sachs Income Builder A Pioneer A Eaton Vance Tx-Mgd Value A Prudential Jennison Utility B BlackRock Focus Growth Instl Columbia Thermostat Z Franklin Small Cap Value A Putnam International Equity A Baron Asset Retail Baron Partners Retail Invesco Floating Rate A JHancock International Growth 1 Under Review (1) Putnam Fund for Growth & Income A

Prior M* Analyst Rating

M* Analyst Rating

Neutral

Gold Bronze Bronze

Bronze

Silver Neutral Neutral

Silver Silver Silver Silver Silver Silver Silver Silver Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral

Neutral Under Review

Source: Morningstar.

Affirm (79)

T. Rowe Price Tax-Free High Yield T. Rowe Price Tax-Free Shrt-Interm Harbor International Institutional Vanguard Small Cap Index Inv T. Rowe Price Summit Municipal Intm Vanguard 500 Index Inv Vanguard Mid Cap Index I AMG Yacktman I Dodge & Cox Income Vanguard Institutional Index I Vanguard Inflation-Protected Secs Inv T. Rowe Price Capital Appreciation Legg Mason BW Global Opportunities Bd IS DFA International Small Company I Oppenheimer Discovery A AMG Yacktman Focused S BBH Core Select N Fidelity? Intermediate Bond MFS International New Discovery I Parnassus Core Equity Investor Fidelity? Short-Term Bond JPMorgan Government Bond Select Champlain Mid Cap Adv Champlain Small Company Adv Vanguard FTSE All-Wld ex-US SmCp Idx I VY? T. Rowe Price Capital Apprec S Fidelity Asset Manager? 20% Fidelity Asset Manager? 30% Fidelity Asset Manager? 40% T. Rowe Price Emerging Markets Stock T. Rowe Price Instl Emerging Mkts Eq Oakmark International Small Cap I American Century Heritage Inv Laudus US Large Cap Growth Prudential Jennison Mid Cap Growth Z Principal Diversified Real Asset Instl Royce Premier Invmt Prudential Jennison Small Company B Pioneer Strategic Income A BlackRock Capital Appreciation K JHancock Retire Living through 2010 1 JHancock Retire Living through 2020 1 JHancock Retire Living through 2025 1 JHancock Retire Living through 2030 1 JHancock Retire Living through 2035 1 JHancock Retire Living through 2040 1 JHancock Retire Living through 2045 1 JHancock Retire Living through 2050 1 JHancock Retire Living through 2055 R6 JHancock Retire Living through 2015 1 JHancock Retire Living through 2060 R6 BlackRock High Yield Bond K Columbia Dividend Opportunity A Fidelity Asset Manager? 50% Fidelity Asset Manager? 60% Fidelity Asset Manager? 70% Fidelity Asset Manager? 85% USAA Short-Term Bond BlackRock LifePath? Dyn 2020 Instl BlackRock LifePath? Dyn 2025 K BlackRock LifePath? Dyn 2030 Instl BlackRock LifePath? Dyn 2035 K BlackRock LifePath? Dyn 2040 Instl BlackRock LifePath? Dyn 2045 K BlackRock LifePath? Dyn 2050 K BlackRock LifePath? Dyn 2055 K BlackRock LifePath? Dyn Retirement Instl USAA Income JPMorgan Research Market Neutral Instl USAA Intermediate-Term Bond JHancock Absolute Return Currency NAV American Funds American High-Inc A PIMCO RAE Fundamental PLUS Inst MainStay ICAP Equity I MainStay ICAP Select Equity I Eaton Vance Large-Cap Value A JPMorgan Strategic Income Opps R5 MainStay ICAP International I Prudential Jennison Equity Income C

Prior M* Analyst Rating

Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral

M* Analyst Rating

Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral

x

New ETF Ratings (105)

Vanguard Extended Market ETF Vanguard FTSE All-World ex-US ETF SPDR? S&P 500 ETF Vanguard 500 ETF Vanguard Total Stock Market ETF Schwab US Broad Market ETFTM Schwab US Large-Cap ETFTM Vanguard Large-Cap ETF Vanguard Total International Stock ETF Vanguard Dividend Appreciation ETF iShares Core S&P Small-Cap Vanguard Small-Cap ETF Vanguard Short-Term Corporate Bond ETF iShares Core S&P Mid-Cap Vanguard Mid-Cap ETF Vanguard REIT ETF iShares Core MSCI Europe Vanguard FTSE Europe ETF iShares Core MSCI Total Intl Stk iShares Core S&P 500 iShares Core S&P Total US Stock Mkt Vanguard Mid-Cap Growth ETF Schwab US Small-Cap ETFTM Schwab US Large-Cap Value ETFTM Vanguard Mega Cap Value ETF Vanguard Value ETF Vanguard Mid-Cap Value ETF Vanguard Small-Cap Value ETF iShares Russell Mid-Cap Schwab US Dividend Equity ETFTM Schwab US Mid-Cap ETFTM Vanguard FTSE All-World ex-US Sm-Cp ETF Vanguard Total Bond Market ETF Schwab US Large-Cap Growth ETFTM Vanguard Growth ETF Vanguard Mega Cap Growth ETF iShares Core US Aggregate Bond Schwab US Aggregate Bond ETFTM iShares Edge MSCI Min Vol USA Vanguard High Dividend Yield ETF Vanguard Small-Cap Growth ETF Vanguard Intermediate-Term Bond ETF Vanguard Total World Stock ETF iShares Core MSCI EAFE iShares Edge MSCI Min Vol EAFE iShares Edge MSCI Min Vol Global iShares Edge MSCI Min Vol Emerging Mkts Schwab International Equity ETFTM Vanguard FTSE Developed Markets ETF Vanguard Short-Term Bond ETF iShares Russell 1000 iShares Russell 3000 Vanguard Mega Cap ETF iShares Edge MSCI USA Momentum Factor iShares Edge MSCI USA Quality Factor SPDR? S&P Dividend ETF iShares Russell Mid-Cap Growth iShares S&P Mid-Cap 400 Growth iShares iBoxx $ Invst Grade Crp Bond iShares Russell 2000 iShares Intermediate Credit Bond SPDR? Barclays Short Term Corp Bd ETF iShares Russell 1000 Value iShares S&P 500 Value iShares Russell Mid-Cap Value iShares S&P Mid-Cap 400 Value iShares S&P Small-Cap 600 Value SPDR? S&P MidCap 400 ETF iShares MSCI EAFE Small-Cap iShares MSCI Eurozone iShares Core MSCI Emerging Markets Schwab Emerging Markets Equity ETFTM Vanguard FTSE Emerging Markets ETF iShares Russell 1000 Growth iShares S&P 500 Growth iShares MSCI ACWI ex US iShares S&P Small-Cap 600 Growth PowerShares S&P 500 Low Volatility ETF Vanguard Total International Bond ETF iShares MSCI ACWI iShares Edge MSCI USA Value Factor PowerShares S&P 500? Quality ETF PowerShares S&P 500? High Div Low VolETF Schwab Fundamental Intl Lg Co ETF iShares MSCI EAFE WisdomTree LargeCap Dividend ETF WisdomTree MidCap Dividend ETF WisdomTree SmallCap Dividend ETF Goldman Sachs ActiveBeta? US LgCp Eq ETF WisdomTree US Quality Dividend Gr ETF PowerShares FTSE RAFI US 1500 Sm-Mid ETF PowerShares FTSE RAFI US 1000 ETF Schwab Fundamental US Large Company ETF SPDR? EURO STOXX 50 ETF iShares MSCI Emerging Markets iShares Russell 2000 Growth iShares Europe WisdomTree High Dividend ETF SPDR? Dow Jones Industrial Average ETF iShares iBoxx $ High Yield Corporate Bd iShares Select Dividend SPDR? Barclays High Yield Bond ETF iShares Russell 2000 Value iShares International Select Dividend PowerShares Dynamic Large Cap Value ETF

M* Analyst Rating

Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Silver Slver Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Bronze Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral Neutral

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