Ticker

Fund name

1-yr
return

3-yr
return

5-yr
return

Exp.
ratio

Min.
inv.

Style

LARGE-CAP

AMCPX

American Funds Amcap A

-23.5%

-0.9%

3.5%

0.7%

$250

Growth

AMRMX

American Funds American Mutual A

-20.4%

1.1%

5.2%

0.6%

$250

Value

FMIHX

FMI Large Cap

-13.9%

3.9%

8.7%

1.0%

$1,000

Blend

JENSX

Jensen J

-11.3%

3.6%

4.6%

0.8%

$2,500

Growth

MAVFX

Matrix Advisors Value

-25.0%

-0.2%

2.5%

1.0%

$1,000

Blend

SLASX

Selected American Shares S

-22.4%

0.2%

6.0%

0.9%

$1,000

Blend

SSHFX

Sound Shore

-19.1%

0.8%

7.0%

0.9%

$10,000

Value

TRBCX

T. Rowe Price Blue Chip Growth

-26.7%

-0.8%

3.4%

0.8%

$2,500

Growth

PRFDX

T. Rowe Price Equity Income

-20.9%

1.2%

6.3%

0.7%

$2,500

Value

VWNFX

Vanguard Windsor II

-25.1%

-0.8%

6.7%

0.3%

$10,000

Value

MIDCAP

FAMVX

FAM Value Inv

-14.4%

-0.2%

5.4%

1.2%

$500

Blend

FPPFX

FPA Perennial

-14.4%

-0.1%

6.3%

1.0%

$1,500

Blend

FAIRX

Fairholme

-10.5%

7.6%

13.8%

1.0%

$2,500

Blend

FDVLX

Fidelity Value

-28.4%

-1.5%

7.3%

0.7%

$2,500

Value

JMCVX

Janus Mid Cap Value Investor

-13.4%

4.3%

10.4%

0.8%

$2,500

Value

MERDX

Meridian Growth

-17.3%

3.2%

6.8%

0.8%

$1,000

Growth

POAGX

PRIMECAP Odyssey Aggressive Growth

-27.8%

0.5%

N/A%

0.8%

$2,000

Growth

SMALL-CAP

BRSVX

Bridgeway Small-Cap Value N

-29.8%

-3.0%

N/A%

0.9%

$2,000

Value

PENNX

Royce Pennsylvania Mutual Invt

-17.6%

2.2%

9.2%

0.9%

$2,000

Blend

RYVPX

Royce Value Plus Svc

-24.5%

2.4%

11.3%

1.3%

$2,000

Growth

PRNHX

T. Rowe Price New Horizons

-23.8%

-1.6%

6.4%

0.8%

$2,500

Growth

MULTI-CAP

BRAIX

Bridgeway Aggressive Investors 2

-32.6%

-2.7%

6.2%

1.2%

$2,000

MUHLX

Muhlenkamp

-31.6%

-10.6%

1.5%

1.1%

$1,500

WEHIX

Weitz Hickory

-26.8%

-4.0%

3.7%

1.2%

$2,500

SPECIALTY

CSRSX

Cohen & Steers Realty Shares

-17.5%

4.2%

13.8%

0.9%

$10,000

Real estate

PRNEX

T. Rowe Price New Era

-23.4%

7.3%

19.0%

0.6%

$2,500

Natural resources

TAREX

Third Avenue Real Estate Value

-27.5%

-0.9%

9.0%

1.1%

$10,000

Real Estate

FOREIGN

AEPGX

American Funds EuroPacific Gr A

-26.9%

4.3%

11.3%

0.7%

$250

Large Blend

NEWFX

American Funds New World A

-24.0%

10.2%

16.5%

1.0%

$250

Large Growth

ARTIX

Artisan International Inv

N/A%

N/A%

N/A%

1.2%

$1,000

Large Growth

DODFX

Dodge & Cox International Stock

-29.4%

2.5%

12.6%

0.7%

$2,500

Large Value

OAKIX

Oakmark International I

-29.2%

-0.2%

8.5%

1.1%

$1,000

Large Value

PRMSX

T. Rowe Price Emerging Markets Stock

-38.2%

6.2%

18.1%

1.2%

$2,500

Emerging markets

PRIDX

T. Rowe Price International Discovery

-35.1%

2.2%

12.4%

1.2%

$2,500

Small-cap, Midcap

TAVIX

Third Avenue International Value

-26.1%

-0.4%

11.0%

1.4%

$10,000

Value

VWIGX

Vanguard International Growth

-29.7%

3.1%

10.0%

0.5%

$3,000

Large Blend

CORE BOND

DODIX

Dodge & Cox Income

N/A%

N/A%

N/A%

0.4%

$2,500

Core

FPNIX

FPA New Income

3.9%

4.6%

3.8%

0.6%

$1,500

Core

HABDX

Harbor Bond Instl

2.3%

3.7%

3.9%

0.6%

$1,000

Core

VIPSX

Vanguard Inflation-Protected Secs

6.5%

4.4%

5.1%

0.2%

$3,000

Core

SPECIALTY BOND

AHITX

American Funds American Hi Inc Tr A

-12.3%

0.9%

4.0%

0.7%

$250

Specialty

RPIBX

T. Rowe Price International Bond

0.3%

4.0%

4.5%

0.8%

$2,500

N/A

VWITX

Vanguard Interm-Term Tax-Ex

-0.5%