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

[Pages:1]For Monday, September 9, 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

FrostFunds LowDurBdIns Vanguard Index ITTrsInstl GoldmnSachs A GovtIncome Old Westbury FixedInc Vanguard Admiral IntTreas

American Funds A USGovSec AmerCent GovtBond MFS Funds A GovtSecs J Hancock A Govt Income Fidelity GovtIncome

Federated F GovtIncSec PgimInvest GovtInc PriceFds USTrsIntm Dimensional IntrmGvtFxI Hartford A InflPlus

Glenmede CoreFxdInc Columbia Z USTreIdx Russell Funds S ShDuratnBd Vanguard LTTreas Hartford HLS IA USGovSec

JP Morgan Selct GovtBondI Tributary StIntBdInst BNY Mellon IntBondM PNC UltraShBdI Vanguard Index STBond

"3 E "7 E "6 E "6 E "7 E

348 mil TIAA?CREF Instl SocialEqty 6.9 bil DWS Funds Instl Eq500Idx 352 mil Legg Mason A S&P500IdxA 1.5 bil JP Morgan Instl USEquity 5.9 bil PriceFds TotEqMktIdx

"5 E "7 E "7 E "7 E "6 E

7.186 bil Invesco Funds A S&P500 IdxA 745 mil Dimensional SustUSCor1 2.012 bil FidelityTotMkIdI 258 mil American Funds A WashMutlA 4.359 bil GoldmnSachs A StratGr

"6 E "7 E "7 E "8 E "6 E

251 mil Fidelity Contrafund 407 mil Franklin Temp GrwthA 451 mil Federated Funds MaxCapIdx 5.5 bil Vanguard Growth&Inc 515 mil LKCM Funds EqtyInstl

"8 E

523 mil Northern StockIndex

"8 E

870 mil Vanguard Index LargeCapInv

"4 E

529 mil Wilshire Funds LgCoGrInv

" 19 D# 3.443 bil Vanguard DivEqInv

"5 E

333 mil Shelton Funds S&P500Idx

"7 E "4 E "5 E "2 E "4 E

2 bil FMI LargeCap 194 mil Fidelity LgCorEnhIdx 993 mil Vanguard Index TotStMkt 244 mil BridgesBridInvst 48.5 bil Homestead StockIndex

" 23 A# " 24 A# " 23 A# " 22 A# " 22 A#

4.5 bil 621 mil 274 mil 14.2 bil 1.7 bil

" 23 A# 1.4 bil

" 24 A# 2 bil

" 23 A# 46.5 bil

" 23 A# 120.5 bil

" 29 A

167 mil

" 26 A 117.5 bil

" 26 A

16.3 bil

" 23 A# 326 mil

" 23 A# 6.647 bil

" 25 A# 351 mil

" 24 A# " 24 A# " 23 A# " 23 A# " 24 A#

9.2 bil 22.9 bil 209 mil 1.8 bil 194 mil

" 22 B" 4.8 bil

" 24 A# 834 mil

" 23 A# 681.9 bil

" 25 A

183 mil

" 23 A# 155 mil

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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