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Absolute Return Funds

3 Years Cavanal Hill Opportunistic Fund, Institutional Cavanal Hill Funds Download
5 Years Putnam Absolute Return 700 Fund, Y Putnam Investment Management, LLC Download

Alternative Active Extension

3 Years MainStay US Equity Opportunities Fund, I MainStay Funds Download

Alternative Credit Focus Funds

3 Years Guggenheim Macro Opportunities Fund, Institutional Guggenheim Investments Download
5 Years MainStay Unconstrained Bond Fund, I MainStay Funds Download

Alternative Equity Market Neutral Funds

3 Years Eaton Vance Hedged Stock Fund, I Eaton Vance Management Download
5 Years Eaton Vance Hedged Stock Fund, I Eaton Vance Management Download

Alternative Event Driven Funds

3 Years Gabelli Enterprise Mergers & Acquisitions Fund, Y Gabelli Funds, LLC Download

Alternative Global Macro Funds

3 Years SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SEI Group Download
5 Years SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SEI Group Download
10 Years Waddell & Reed Asset Strategy Fund, Y Waddell & Reed Investment Management Company Download

Alternative Long/Short Equity Funds

3 Years Turner Medical Sciences Long/Short Fund, Institutional Turner Investments, LP Download
5 Years Guggenheim Alpha Opportunity Fund, Institutional Guggenheim Investments Download
10 Years Boston Partners Long/Short Equity Fund, Institutional Boston Partners Download

Alternative Managed Futures Funds

3 Years Natixis ASG Managed Futures Strategy Fund, Y AlphaSimplex Group, LLC Download

Alternative Multi-Strategy Funds

3 Years AQR Multi-Strategy Alternative Fund, I AQR Capital Management, LLC Download
5 Years Permal Alternative Core Fund, IS Legg Mason Download

California Intermediate Municipal Debt Funds

3 Years Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc. Download
5 Years Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc. Download
10 Years Columbia AMT-Free California Intermediate Muni Bond Fund, Z Columbia Funds Download

California Municipal Debt Funds

3 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download
5 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download
10 Years Nuveen California Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download

China Region Funds

3 Years Matthews China Dividend Fund, Institutional Matthews International Capital Management, LLC Download
5 Years Matthews China Dividend Fund, Institutional Matthews International Capital Management, LLC Download
10 Years Columbia Greater China Fund, Z Columbia Funds Download

Commodities General Funds

3 Years LoCorr Long/Short Commodities Strategy Fund, I LoCorr Fund Management, LLC Download
5 Years Deutsche Enhanced Commodity Strategy Fund, Institutional Deutsche Asset & Wealth Management Download

Convertible Securities Funds

3 Years MainStay Convertible Fund, I MainStay Funds Download
5 Years AllianzGI Convertible Fund, Institutional Allianz Global Investors Download
10 Years AllianzGI Convertible Fund, Institutional Allianz Global Investors Download

Core Bond Funds

3 Years BlackRock Total Return Fund, BlackRock BlackRock, Inc. Download
5 Years Vanguard Intermediate-Term Corporate Bond Index Fund, Institutional Vanguard Group, Inc. Download
10 Years TCW Core Fixed Income Fund, I TCW Investment Management Company Download

Core Plus Bond Funds

3 Years Western Asset Core Plus Bond Fund, IS Legg Mason Download
5 Years Oppenheimer Corporate Bond Fund, Y OppenheimerFunds, Inc. Download
10 Years Metropolitan West Total Return Bond Fund, I Metropolitan West Asset Management, LLC Download

Corporate Debt A-Rated Funds

3 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc. Download
5 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc. Download
10 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc. Download

Corporate Debt BBB-Rated Funds

3 Years Payden Corporate Bond Fund, Investor Payden & Rygel Download
5 Years Delaware Extended Duration Bond Fund, Institutional Delaware Management Company Download
10 Years Delaware Extended Duration Bond Fund, Institutional Delaware Management Company Download

Dedicated Short-Bias Funds

3 Years ProFunds UltraShort Latin America, Investor ProFunds Group Download
5 Years ProFunds Short Precious Metals ProFund, Investor ProFunds Group Download
10 Years Leuthold Grizzly Short Fund Leuthold Weeden Capital Management, LLC Download

Emerging Markets Funds

3 Years William Blair Emerging Markets Small Cap Growth Fund, I William Blair & Company, LLC Download
5 Years T. Rowe Price Institutional Africa & Middle East Fund T. Rowe Price Associates, Inc. Download
10 Years Driehaus Emerging Markets Growth Fund Driehaus Capital Management, LLC Download

Emerging Markets Hard Currency Debt Funds

3 Years GMO Emerging Country Debt Fund, IV Grantham Mayo Van Otterloo & Company, LLC Download
5 Years GMO Emerging Country Debt Fund, IV Grantham Mayo Van Otterloo & Company, LLC Download
10 Years Goldman Sachs Emerging Markets Debt Fund, Institutional Goldman Sachs & Company Download

Emerging Markets Local Currency Debt Funds

3 Years Hartford Emerging Markets Local Debt Fund, Y Hartford Funds Download

Energy MLP Funds

3 Years MainGate MLP Fund, I Chickasaw Capital Management, LLC Download

Equity Income Funds

3 Years Parnassus Core Equity Fund, Institutional Parnassus Investments Download
5 Years Parnassus Core Equity Fund, Institutional Parnassus Investments Download
10 Years Nicholas Equity Income Fund, I Nicholas Company, Inc. Download

European Region Funds

3 Years Fidelity Nordic Fund Fidelity Management & Research Company Download
5 Years DFA United Kingdom Small Company Portfolio, Institutional Dimensional Fund Advisors, LP Download
10 Years T. Rowe Price European Stock Fund T. Rowe Price Associates, Inc. Download

Financial Services Funds

3 Years Burnham Financial Services Fund, A Burnham Asset Management Corporation Download
5 Years Emerald Banking & Finance Fund, A Emerald Mutual Fund Advisers Trust Download
10 Years T. Rowe Price Financial Services Fund T. Rowe Price Associates, Inc. Download

Flexible Income Funds

3 Years Cohen & Steers Preferred Securities & Income Fund, I Cohen & Steers Capital Management, Inc. Download
5 Years Cohen & Steers Preferred Securities & Income Fund, I Cohen & Steers Capital Management, Inc. Download

Flexible Portfolio Funds

3 Years Catalyst/Lyons Tactical Allocation Fund, A Catalyst Capital Advisors, LLC Download
5 Years Putnam Capital Spectrum Fund, Y Putnam Investment Management, LLC Download
10 Years First Eagle Global Fund, I First Eagle Funds Download

General & Insured Municipal Debt Funds

3 Years Wells Fargo Advantage CoreBuilder Shares - Series M Wells Fargo Funds Management, LLC Download
5 Years Oppenheimer Rochester AMT-Free Municipal Fund, Y OppenheimerFunds, Inc. Download
10 Years Wells Fargo Advantage Municipal Bond Fund, Admn Wells Fargo Funds Management, LLC Download

General Bond Funds

3 Years Fidelity Real Estate High Income Fund Fidelity Management & Research Company Download
5 Years Fidelity Real Estate High Income Fund Fidelity Management & Research Company Download

General U.S. Government Funds

3 Years American Funds US Government Securities Fund,R-6 American Funds Download
5 Years Vanguard Long-Term Government Bond Index Fund, Instutional Vanguard Group, Inc. Download
10 Years PIMCO Long-Term US Government Fund, Institutional PIMCO Download

General U.S. Treasury Funds

3 Years Fidelity Spartan Long-Term Treasury Bond Index Fund, Fidelity Advantage Fidelity Management & Research Company Download
5 Years Vanguard Long-Term Treasury Fund, Admiral Vanguard Group, Inc. Download

Global Equity Income Funds

3 Years Nuveen NWQ Global Equity Income Fund, I Nuveen Fund Advisors, LLC Download
5 Years Steward Global Equity Income Fund, Institutional Capstone Asset Management Company Download

Global Income Funds

3 Years JPMorgan Global Bond Opportunities, R6 J.P. Morgan Funds Download
5 Years Morgan Stanley Global Fixed Income Opportunities Fund, I Morgan Stanley Investment Management, Inc. Download
10 Years Prudential Global Total Return Fund, Z Prudential Investments Download

Global Infrastructure Funds

3 Years Lazard Global Listed Infrastructure Portfolio, Institutional Lazard Asset Management, LLC Download
5 Years Lazard Global Listed Infrastructure Portfolio, Institutional Lazard Asset Management, LLC Download

Global Large-Cap Core Funds

3 Years Thrivent Large Cap Stock Fund, Institutional Thrivent Asset Management, LLC Download
5 Years Wells Fargo Advantage Intrinsic World Equity Fund, Institutional Wells Fargo Funds Management, LLC Download

Global Large-Cap Growth Funds

3 Years Quaker Global Tactical Allocation Fund, I Quaker Funds, Inc. Download
5 Years American Funds New Perspective Fund, R-6 American Funds Download
10 Years American Funds New Perspective Fund, R-5 American Funds Download

Global Large-Cap Value Funds

3 Years Columbia Global Equity Value Fund, I Columbia Funds Download

Global Multi-Cap Core Funds

3 Years USAA Capital Growth Fund USAA Asset Management Company Download
5 Years USAA Capital Growth Fund USAA Asset Management Company Download
10 Years DFA Global Equity Portfolio, Institutional Dimensional Fund Advisors, LP Download

Global Multi-Cap Growth Funds

3 Years Morgan Stanley Institutional Global Opportunity Portfolio, I Morgan Stanley Investment Management, Inc. Download
5 Years Morgan Stanley Institutional Global Opportunity Portfolio, I Morgan Stanley Investment Management, Inc. Download
10 Years Janus Global Research Fund, D Janus Capital Management, LLC Download

Global Multi-Cap Value Funds

3 Years Polaris Global Value Fund Polaris Capital Management, LLC Download
5 Years Polaris Global Value Fund Polaris Capital Management, LLC Download
10 Years Franklin Mutual Beacon Fund, Z Franklin Templeton Investments Download

Global Natural Resources Funds

3 Years Firsthand Alternative Energy Fund Firsthand Capital Management, Inc. Download
5 Years AllianzGI Global Water Fund, Institutional Allianz Global Investors Download
10 Years T. Rowe Price New Era Fund T. Rowe Price Associates, Inc. Download

Global Real Estate Funds

3 Years Virtus Global Real Estate Securities Fund, I Virtus Investment Partners, Inc. Download
5 Years Third Avenue Real Estate Value Fund, Institutional Third Avenue Management, LLC Download
10 Years Prudential Global Real Estate Fund, Z Prudential Investments Download

Global Small-/Mid-Cap Funds

3 Years Oppenheimer Global Opportunities Fund, I OppenheimerFunds, Inc. Download
5 Years AllianzGI Global Small-Cap Fund, Institutional Allianz Global Investors Download
10 Years American Funds SMALLCAP World Fund, R-5 American Funds Download

GNMA Funds

3 Years Vanguard GNMA Fund, Admiral Wellington Management Company, LLP Download
5 Years Voya GNMA Income Fund, I Voya Investments, LLC Download
10 Years PIMCO GNMA Fund, Institutional PIMCO Download

Health/Biotechnology Funds

3 Years Fidelity Select Biotechnology Portfolio Fidelity Management & Research Company Download
5 Years Fidelity Select Biotechnology Portfolio Fidelity Management & Research Company Download
10 Years T. Rowe Price Health Sciences Fund T. Rowe Price Associates, Inc. Download

High Yield Funds

3 Years Fidelity Capital & Income Fund Fidelity Management & Research Company Download
5 Years Federated High Yield Trust, Service Federated Investors Download
10 Years AllianceBernstein High Income Fund, A AllianceBernstein, LP Download

High Yield Municipal Debt Funds

3 Years Nuveen High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download
5 Years Nuveen High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download
10 Years Delaware National High-Yield Municipal Bond Fund, A Delaware Management Company Download

Industrials Funds

3 Years Rydex Transportation Fund, Investor Rydex Investments Download
5 Years Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company Download

Inflation-Protected Bond Funds

3 Years Janus Real Return Fund, I Janus Capital Management, LLC Download
5 Years PIMCO Fixed Income SHares Series R PIMCO Download
10 Years PIMCO Fixed Income SHares Series R PIMCO Download

Intermediate Municipal Debt Funds

3 Years Transamerica Intermediate Muni, I Transamerica Funds Download
5 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc. Download
10 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc. Download

Intermediate U.S. Government Funds

3 Years BlackRock US Government Bond Portfolio, Institutional BlackRock, Inc. Download
5 Years Dupree Intermediate Government Bond Series Dupree & Company, Inc. Download
10 Years DFA Intermediate Government Fixed Income Portfolio, Institutional Dimensional Fund Advisors, LP Download

International Equity Income Funds

3 Years Nuveen Santa Barbara International Dividend Growth, I Nuveen Fund Advisors, LLC Download

International Income Funds

3 Years PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PIMCO Download
5 Years PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PIMCO Download
10 Years Templeton Global Bond Fund, Advisor Franklin Templeton Investments Download

International Large-Cap Core Funds

3 Years Ivy International Core Equity Fund, I Ivy Investment Management Company Download
5 Years Ivy International Core Equity Fund, I Ivy Investment Management Company Download
10 Years Ivy International Core Equity Fund, Y Ivy Investment Management Company Download

International Large-Cap Growth Funds

3 Years Fidelity Diversified International Fund, K Fidelity Management & Research Company Download
5 Years Artisan International Fund, Institutional Artisan Partners, LP Download
10 Years Artisan International Fund, Institutional Artisan Partners, LP Download

International Large-Cap Value Funds

3 Years Laudus Mondrian International Equity Fund, Institutional Charles Schwab Investment Management, Inc. Download
5 Years Laudus Mondrian International Equity Fund, Institutional Charles Schwab Investment Management, Inc. Download

International Multi-Cap Core Funds

3 Years PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional PIMCO Download
5 Years PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional PIMCO Download
10 Years Federated International Leaders Fund, A Federated Investors Download

International Multi-Cap Growth Funds

3 Years Morgan Stanley Institutional International Opportunity Portfolio, I Morgan Stanley Investment Management, Inc. Download
5 Years John Hancock International Growth Fund, 1 John Hancock Group Download
10 Years Oppenheimer International Growth Fund, Y OppenheimerFunds, Inc. Download

International Multi-Cap Value Funds

3 Years Hartford International Value Fund, Y Hartford Funds Download
5 Years Hartford International Value Fund, Y Hartford Funds Download
10 Years T. Rowe Price International Growth & Income Fund T. Rowe Price Associates, Inc. Download

International Real Estate Funds

3 Years Fidelity Advisor International Real Estate Fund, Institutional Fidelity Management & Research Company Download
5 Years Fidelity Advisor International Real Estate Fund, Institutional Fidelity Management & Research Company Download

International Small/Mid-Cap Core Funds

3 Years Goldman Sachs International Small Cap Insights Fund, Institutional Goldman Sachs & Company Download
5 Years Goldman Sachs International Small Cap Insights Fund, Institutional Goldman Sachs & Company Download
10 Years GMO Foreign Small Companies Fund, III Grantham Mayo Van Otterloo & Company, LLC Download

International Small/Mid-Cap Growth Funds

3 Years Oppenheimer International Small-Mid Company Fund, I OppenheimerFunds, Inc. Download
5 Years Oberweis International Opportunities Fund Oberweis Asset Management, Inc. Download
10 Years Oppenheimer International Small Company Fund, Y OppenheimerFunds, Inc. Download

Large-Cap Core Funds

3 Years Vanguard PRIMECAP Fund, Admiral PRIMECAP Management Company Download
5 Years Hartford Core Equity Fund, Y Hartford Funds Download
10 Years Columbia Contrarian Core Fund, Z Columbia Funds Download

Large-Cap Growth Funds

3 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management Download
5 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management Download
10 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management Download

Large-Cap Value Funds

3 Years JPMorgan Large Cap Value Fund, R6 J.P. Morgan Funds Download
5 Years Delaware Large-Cap Value Equity Portfolio Delaware Management Company Download
10 Years Columbia Select Large-Cap Value Fund, R5 Columbia Funds Download

Loan Participation Funds

3 Years Guggenheim Floating Rate Strategies Fund, Institutional Guggenheim Investments Download
5 Years Highland Floating Rate Opportunities Fund, Z Highland Capital Management Fund Advisors, LP Download
10 Years Eaton Vance Floating-Rate & High Income Fund, Institutional Eaton Vance Management Download

Maryland Municipal Debt Funds

3 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc. Download
5 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc. Download
10 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc. Download

Massachusetts Municipal Debt Funds

3 Years Vanguard Massachusetts Tax-Exempt Fund, Investor Vanguard Group, Inc. Download
5 Years Eaton Vance Massachusetts Municipal Income Fund, I Eaton Vance Management Download
10 Years Deutsche Massachusetts Tax-Free Fund, S Deutsche Asset & Wealth Management Download

Mid-Cap Core Funds

3 Years Vanguard Strategic Equity Fund, Investor Vanguard Group, Inc. Download
5 Years Vanguard Strategic Equity Fund, Investor Vanguard Group, Inc. Download
10 Years Eaton Vance-Atlanta Capital SMID-Cap Fund, I Eaton Vance Management Download

Mid-Cap Growth Funds

3 Years PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Management Company Download
5 Years PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Management Company Download
10 Years T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Associates, Inc. Download

Mid-Cap Value Funds

3 Years Harbor Mid Cap Value Fund, Institutional Harbor Capital Advisors, Inc. Download
5 Years Harbor Mid Cap Value Fund, Institutional Harbor Capital Advisors, Inc. Download
10 Years Victory Sycamore Established Value Fund, A Victory Capital Management, Inc. Download

Minnesota Municipal Debt Funds

3 Years Oppenheimer Rochester Minnesota Municipal Fund, Y OppenheimerFunds, Inc. Download
5 Years Oppenheimer Rochester Minnesota Municipal Fund, A OppenheimerFunds, Inc. Download
10 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download

Mixed-Asset Target 2010 Funds

3 Years American Funds 2010 Target Date Retirement Fund, R-6 American Funds Download
5 Years American Funds 2010 Target Date Retirement Fund, R-6 American Funds Download
10 Years T. Rowe Price Retirement 2010 Fund T. Rowe Price Associates, Inc. Download

Mixed-Asset Target 2015 Funds

3 Years American Funds 2015 Target Date Retirement Fund, R-6 American Funds Download
5 Years American Funds 2015 Target Date Retirement Fund, R-6 American Funds Download

Mixed-Asset Target 2020 Funds

3 Years American Funds 2020 Target Date Retirement Fund, R-6 American Funds Download
5 Years American Funds 2020 Target Date Retirement Fund, R-6 American Funds Download
10 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc. Download

Mixed-Asset Target 2025 Funds

3 Years American Funds 2025 Target Date Retirement Fund, R-6 American Funds Download
5 Years American Funds 2025 Target Date Retirement Fund, R-6 American Funds Download

Mixed-Asset Target 2030 Funds

3 Years American Funds 2030 Target Date Retirement Fund, R-6 American Funds Download
5 Years American Funds 2030 Target Date Retirement Fund, R-6 American Funds Download
10 Years T. Rowe Price Retirement 2030 Fund T. Rowe Price Associates, Inc. Download

Mixed-Asset Target 2035 Funds

3 Years American Funds 2035 Target Date Retirement Fund, R-6 American Funds Download
5 Years American Funds 2035 Target Date Retirement Fund, R-6 American Funds Download

Mixed-Asset Target 2040 Funds

3 Years American Funds 2040 Target Date Retirement Fund, R-6 American Funds Download
5 Years American Funds 2040 Target Date Retirement Fund, R-6 American Funds Download
10 Years T. Rowe Price Retirement 2040 Fund T. Rowe Price Associates, Inc. Download

Mixed-Asset Target 2045 Funds

3 Years Putnam RetirementReady 2045 Fund, Y Putnam Investment Management, LLC Download
5 Years American Funds 2045 Target Date Retirement Fund, R-6 American Funds Download

Mixed-Asset Target 2050 Funds

3 Years Putnam RetirementReady 2050 Fund, Y Putnam Investment Management, LLC Download
5 Years Putnam RetirementReady 2050 Fund, Y Putnam Investment Management, LLC Download

Mixed-Asset Target 2055+ Funds

3 Years Putnam RetirementReady 2055 Fund, Y Putnam Investment Management, LLC Download
5 Years Putnam RetirementReady 2055 Fund, Y Putnam Investment Management, LLC Download

Mixed-Asset Target Allocation Aggressive Growth Funds

3 Years FundX Upgrader Fund FundX Investment Group, LLC Download
5 Years Great-West Aggressive Profile II Fund, Initial GW Capital Management, LLC Download
10 Years Great-West Aggressive Profile II Fund, Initial GW Capital Management, LLC Download

Mixed-Asset Target Allocation Conservative Funds

3 Years BlackRock 20/80 Target Allocation Fund, Institutional BlackRock, Inc. Download
5 Years Vanguard Wellesley Income Fund, Admiral Vanguard Group, Inc. Download
10 Years Vanguard Wellesley Income Fund, Admiral Vanguard Group, Inc. Download

Mixed-Asset Target Allocation Growth Funds

3 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc. Download
5 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc. Download
10 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc. Download

Mixed-Asset Target Allocation Moderate Funds

3 Years Wells Fargo Advantage Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC Download
5 Years Wells Fargo Advantage Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC Download
10 Years Janus Balanced Fund, D Janus Capital Management, LLC Download

Mixed-Asset Target Today Funds

3 Years American Century One Choice In Retirement Portfolio, Institutional American Century Investment Management, Inc. Download
5 Years American Century One Choice In Retirement Portfolio, Institutional American Century Investment Management, Inc. Download
10 Years American Century One Choice In Retirement Portfolio, Institutional American Century Investment Management, Inc. Download

Multi-Cap Core Funds

3 Years Glenmede Large Cap Growth Portfolio Glenmede Investment Management, LP Download
5 Years Glenmede Large Cap Growth Portfolio Glenmede Investment Management, LP Download
10 Years John Hancock Disciplined Value Mid Cap Fund, Institutional John Hancock Group Download

Multi-Cap Growth Funds

3 Years Fidelity OTC Portfolio, K Fidelity Management & Research Company Download
5 Years Fidelity NASDAQ Composite Index Fund Fidelity Management & Research Company Download
10 Years Fidelity OTC Portfolio Fidelity Management & Research Company Download

Multi-Cap Value Funds

3 Years Boston Partners All-Cap Value Fund, Institutional Robeco Investment Funds Download
5 Years LSV Value Equity Fund, Institutional LSV Asset Management Download
10 Years JPMorgan Value Advantage Fund, Institutional J.P. Morgan Funds Download

Multi-Sector Income Funds

3 Years PIMCO Income Fund, Institutional PIMCO Download
5 Years PIMCO Income Fund, Institutional PIMCO Download
10 Years Lord Abbett Bond-Debenture Fund, I Lord Abbett & Company, LLC Download

Natural Resources Funds

3 Years Waddell & Reed Advisors Energy Fund, Y Waddell & Reed Investment Management Company Download
5 Years Integrity Williston Basin/Mid-North America Stock Fund, A Viking Fund Management, LLC Download
10 Years Fidelity Advisor Energy Fund, Institutional Fidelity Management & Research Company Download

New Jersey Municipal Debt Funds

3 Years Nuveen New Jersey Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download
5 Years BlackRock New Jersey Municipal Bond Fund, Investor A1 BlackRock, Inc. Download
10 Years Nuveen New Jersey Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download

New York Intermediate Municipal Debt Funds

3 Years Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor Franklin Templeton Investments Download
5 Years Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor Franklin Templeton Investments Download
10 Years BNY Mellon New York Intermediate Tax-Exempt Bond Fund, M Dreyfus Corporation Download

New York Municipal Debt Funds

3 Years MainStay New York Tax Free Opportunities Fund, I MainStay Funds Download
5 Years Eaton Vance New York Municipal Income Fund, I Eaton Vance Management Download
10 Years Delaware Tax-Free New York Fund, A Delaware Management Company Download

Ohio Municipal Debt Funds

3 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc. Download
5 Years Oppenheimer Rochester Ohio Municipal Fund, A OppenheimerFunds, Inc. Download
10 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc. Download

Pacific Ex-Japan Funds

3 Years Matthews Korea Fund, Institutional Matthews International Capital Management, LLC Download
5 Years Matthews Korea Fund, Institutional Matthews International Capital Management, LLC Download

Pacific Region Funds

3 Years Fidelity Pacific Basin Fund Fidelity Management & Research Company Download
5 Years Fidelity Pacific Basin Fund Fidelity Management & Research Company Download

Pennsylvania Municipal Debt Funds

3 Years Wells Fargo Advantage Pennsylvania Tax-Free Fund, Institutional Wells Fargo Funds Management, LLC Download
5 Years Wells Fargo Advantage Pennsylvania Tax-Free Fund, Institutional Wells Fargo Funds Management, LLC Download
10 Years Nuveen Pennsylvania Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download

Precious Metals Equity Funds

3 Years First Eagle Gold Fund, I First Eagle Funds Download
5 Years First Eagle Gold Fund, I First Eagle Funds Download
10 Years Van Eck International Investors Gold Fund, A Van Eck Associates Corporation Download

Real Estate Funds

3 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc. Download
5 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc. Download
10 Years AMG Managers Real Estate Securities Fund AMG Funds Download

Retirement Income Funds

3 Years Fidelity Advisor Income Replacement 2042 Fund, Institutional Fidelity Management & Research Company Download
5 Years Fidelity Advisor Income Replacement 2042 Fund, Institutional Fidelity Management & Research Company Download

Science & Technology Funds

3 Years Fidelity Select Electronics Portfolio Fidelity Management & Research Company Download
5 Years USAA Science & Technology Fund, Fund USAA Asset Management Company Download
10 Years Fidelity Select Software and Computer Services Portfolio Fidelity Management & Research Company Download

Short Investment-Grade Debt Funds

3 Years Leader Short-Term Bond Fund, Institutional Leader Capital Corporation Download
5 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC Download
10 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC Download

Short Municipal Debt Funds

3 Years Oppenheimer Rochester Short Term Municipal, Y OppenheimerFunds, Inc. Download
5 Years RidgeWorth Seix Short-Term Municipal Bond Fund, I RidgeWorth Funds Download
10 Years RidgeWorth Seix Short-Term Municipal Bond Fund, I RidgeWorth Funds Download

Short U.S. Government Funds

3 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management Download
5 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management Download
10 Years Wells Fargo Advantage Short Duration Government Bond Fund, I Wells Fargo Funds Management, LLC Download

Short U.S. Treasury Funds

3 Years Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity Advantage Fidelity Management & Research Company Download
5 Years Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity Advantage Fidelity Management & Research Company Download

Short-Intermediate Investment-Grade Debt Funds

3 Years Cavanal Hill Intermediate Bond Fund, Institutional Cavanal Hill Funds Download
5 Years Cavanal Hill Intermediate Bond Fund, Institutional Cavanal Hill Funds Download
10 Years PIMCO Moderate Duration Fund, Institutional PIMCO Download

Short-Intermediate Municipal Debt Funds

3 Years Wells Fargo Strategic Municipal Bond Fund, I Wells Fargo Funds Management, LLC Download
5 Years Wells Fargo Advantage Strategic Municipal Bond Fund, Administrator Wells Fargo Funds Management, LLC Download
10 Years Thornburg Limited Term Municipal Fund, Institutional Thornburg Investment Management, Inc. Download

Short-Intermediate U.S. Government Funds

3 Years Fidelity Intermediate Government Income Fund Fidelity Management & Research Company Download
5 Years Fidelity Intermediate Government Income Fund Fidelity Management & Research Company Download
10 Years Fidelity Intermediate Government Income Fund Fidelity Management & Research Company Download

Small-Cap Core Funds

3 Years PNC Multi-Factor Small Cap Core Fund, I PNC Funds Download
5 Years PNC Multi-Factor Small Cap Core Fund, I PNC Funds Download
10 Years Homestead Small Company Stock Fund RE Advisers Corporation Download

Small-Cap Growth Funds

3 Years PNC Multi-Factor Small Cap Growth Fund, I PNC Funds Download
5 Years T. Rowe Price New Horizons Fund T. Rowe Price Associates, Inc. Download
10 Years Brown Capital Management Small Company Fund, Investor Brown Capital Management, LLC Download

Small-Cap Value Funds

3 Years Undiscovered Managers Behavioral Value Fund, Institutional J.P. Morgan Funds Download
5 Years Undiscovered Managers Behavioral Value Fund, Institutional J.P. Morgan Funds Download
10 Years American Beacon Small Cap Value Fund, AMR American Beacon Advisors, Inc. Download

U.S. Mortgage Funds

3 Years Morgan Stanley Mortgage Securities Trust, I Morgan Stanley Investment Management, Inc. Download
5 Years Morgan Stanley Mortgage Securities Trust, I Morgan Stanley Investment Management, Inc. Download
10 Years TCW Total Return Bond Fund, I TCW Investment Management Company Download

Ultra-Short Obligation Funds

3 Years PIMCO Short-Term Fund, Institutional PIMCO Download
10 Years PIMCO Short-Term Fund, Institutional PIMCO Download

Utility Funds

3 Years Vanguard Utilities Index Fund, Admiral Vanguard Group, Inc. Download
5 Years Hennessy Gas Utility Index Fund, Investor Hennessy Funds Download
10 Years Hennessy Gas Utility Index Fund, Investor Hennessy Funds Download

Virginia Municipal Debt Funds

3 Years USAA Virginia Bond Fund, Fund USAA Asset Management Company Download
5 Years USAA Virginia Bond Fund, Fund USAA Asset Management Company Download
10 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC Download