Top U.S. Gov’t Bond Funds Top Growth Funds Last24Months ...

For Monday, September 23, 2019

Growth Funds Leading The Market

These are among 40 funds selected for their ownership of market leaders, high average Composite Rating and outperformance of the S&P 500

Top U.S. Gov't Bond Funds

Last 36 Months (All Total Returns)

Mutual Fund

Performance % Change Rating $ Net YTD 36 Mos Assets

Top Growth Funds

Last 24 Months (All Total Returns)

Mutual Fund

Performance Rating $ Net % Change 36 Mos Assets

Vanguard Index ITTrsInstl Delaware A LtdTrmDiv Federated F GovtIncSec Fidelity IntGovInc Old Westbury FixedInc

Fidelity Adv A GovtIncome FrostFunds LowDurBdIns Vanguard Admiral STTreas Dimensional 1YrFixedInc Invesco Funds A Inflation

Rydex Investor GovLgBd1.2x Hartford A InflPlus Invesco Funds A ShoryDura AmerCent ShrtInfPrA Glenmede CoreFxdInc

ComCapMgmtCRAQualInv Russell Funds S ShDuratnBd BlackRock A InflPrtBd Natixis LtdGovtA State Frm Asc Interim

Dimensional IntrmGvtFxI Hartford HLS IA USGovSec JP Morgan Selct GovtBondI BNY Mellon IntBondM PNC UltraShBdI

"7 E "4 E "6 E "4 E "6 E

7.4 bil Vanguard Rus3000IdxI 459 mil Dimensional SustUSCor1 148 mil Federated Funds MaxCapIdx 564 mil Homestead StockIndex 1.5 bil American Funds A WashMutlA

"6 E "3 E "3 E "2 E "4 E

4.359 bil GoldmnSachs A StratGrowth 347 mil Fidelity Contrafund 7.695 bil Franklin Temp GrwthA 7.6 bil Northern StockIndex 790 mil Vanguard Index LargeCapInv

" 24 D# "6 E "4 E "4 E "8 E

152 mil JP Morgan Instl EnhanEqL 512 mil Fidelity LgCorEnhIdx 790 mil Vanguard Index TotStMktInv 1.8 bil BridgesBridInvst 515 mil Vanguard Growth&Inc

"5 E "4 E "5 E "3 E "4 E

2.2 bil LKCM Funds EqtyInstl 527 mil PriceFds TotEqMktIdx 2.3 bil Wilshire Funds LgCoGrInv 320 mil Shelton Funds S&P500Idx 394 mil Guidemark LrgCapCore

"8 E "5 E "7 E "5 E "2 E

5.6 bil Glenmede StrategicEq 335 mil Delaware A SelectGrow 2.1 bil TIAA?CREF Instl SocialEqty 989 mil DWS Funds Instl Eq500Idx 243 mil JP Morgan Instl USEquity

" 22 B" 1.3 bil " 23 A# 2 bil " 23 A# 320 mil " 23 A# 158 mil " 22 A# 121.3 bil

" 32 A

161 mil

" 27 A 117.5 bil

" 27 A

16 bil

" 24 A# 9.3 bil

" 24 A# 22.9 bil

" 22 A# 5.1 bil

" 24 A# 834 mil

" 23 A# 813.5 bil

" 25 A

182 mil

" 23 A# 11.1 bil

" 25 A# " 22 A# " 25 A# " 24 A# " 22 B"

359 mil 2 bil

206 mil 195 mil 241 mil

" 22 A# " 22 A# " 23 A# " 25 A# " 22 A#

263 mil 296 mil 4.6 bil 621 mil 14.8 bil

U.S. Stock Fund Cash Position

High (11/00) 6.2% Low (2/18) 2.5%

Feb 18 2.5% Aug 18 2.6% Feb Mar 18 2.6% Sep 18 2.5% Mar Apr 18 2.6% Oct 18 2.6% Apr May 18 2.5% Nov 18 2.8% May Jun 18 2.7% Dec 18 2.5% Jun Jul 18 2.8% Jan 19 2.6% Jul

19 2.6% 19 2.6% 19 2.6% 19 2.7% 19 2.5%

19 2.5%

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