the Final Funds Match Up and Bracket Guide

the Final Funds Match Up and Bracket Guide

Mutual Fund
Madness
TM
FINAL
FUNDS
THE
Equity Fund bracket
TM
How It Works
Identical to and runs concurrently with the NCAA Basketball Tournament Bracket,
Advisors can compete in two separate asset class categories: Equity and Fixed Income
• Brackets are seeded on January 15, 2013, based on 2012 annual
performance (relative to peers entered in respective brackets).
Weekly performance is verified on Saturday by two data sources
and winning funds are uploaded into the bracket Web site
• Advisors may register FREE and begin
filling out brackets on January 22, 2013.
Brackets are automatically updated and rankings
of participants are calculated
• Brackets close on February 22, 2013.
Bracket entries are tabulated and participating
entries are re-ranked
• Actual Mutual Fund Tournament runs six weeks, with performance
evaluated at the close of each week as follows;
Feb 25-March 1 – Round of 64
March 4-March 8 – Round of 32
March 11-March 15 – Sweet 16
March 18-March 22 – Elite 8
March 25-March 29 – Final 4
April 1-April 5 – The “Final Funds”
Mutual Funds Championship Week
(Winners declared in both categories)
Tournament runs six weeks with performance
measured at the close of each week
ABC Equity Fund
NAV up .45%
XYZ Growth Fund
NAV up .87%
Winner
XYZ Growth Fund advances to next round
Sponsor Funds
®
INVESTMENT ADVISORS
R E A L E S TAT E C A P I TA L
Mutual Fund
south region
east region
Madness
TM
FINAL
FUNDS
THE
Equity Fund bracket
Sponsor funds in bold
TM
1 year
performance as
of 12/31/2012
overall
morningsttar
star rating
morningstar
analyst
rating
overall
seeding
regional
seeding
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Legg Mason Cap Mgmt Opportunity I
Nile Pan Africa Fund
Fairholme Fund
Schneider Small Cap Value
Artisan International Small Cap Investor
Grandeur Peak Intl Opportunities Instl
Wasatch International Growth
Oberweis International Opportunities
Walthausen Small Cap Value
Morgan Stanley Inst Glbl Discovery I
Matthew 25 Fund
TIAA-CREF International Eq Instl
Hotchkis and Wiley Mid-Cap Value I
Chou Opportunity
Hennessy Cornerstone Growth Inst
Mairs & Power Small Cap
LMNOX
NAFIX
FAIRX
SCMVX
ARTJX
GPIIX
WAIGX
OBIOX
WSCVX
MLDIX
MXXVX
TIIEX
HWMIX
CHOEX
HICGX
MSCFX
41.15
40.12
35.81
35.35
34.67
33.29
33.08
32.96
32.12
31.64
31.63
31.29
31.09
30.80
30.76
30.60
★
N/A
★ ★
★ ★
★ ★ ★ ★
N/A
★ ★ ★ ★
★ ★ ★
★ ★ ★ ★ ★
N/A
★ ★ ★ ★
★ ★ ★
★ ★ ★
N/A
★
N/A
Neutral
N/A
Silver
N/A
Gold
N/A
Bronze
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Legg Mason LMNOX
Nile Africa NAFIX
Fairholme FAIRX
Schneider SCMVX
Artisan ARTJX
Grandeur Pk GPIIX
Wasatch WAIGX
Oberweis OBIOX
Walthausen WSCVX
Morgan Stan MLDIX
Mattew MXXVX
TIAA-CREF TIIEX
Hotchkis HWMIX
Chou CHOEX
Hennessy HICGX
Mairs Power MSCFX
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Federated International Leaders Instl
FGFLX
Artisan Global Equity Inv
ARTHX
Artisan Global Opportunities Instl
APHRX
Keeley Small-Mid Cap Value I
KSMIX
PIMCO Intl StkPLUS TR Strat (Unhdgd) Adm
PSKAX
Franklin Intl Small Cap Growth Adv
FKSCX
Fidelity Advisor Leveraged Co Stk I
FLVIX
Hotchkis and Wiley Value Opps Instl
HWAIX
Oakmark International I
OAKIX
Fidelity Leveraged Company Stock K
FLCKX
ClearBridge International Sm Cap Opp I
LCOIX
RBC Enterprise I
TETIX
Huber Capital Small Cap Value Instl
HUSEX
Morgan Stanley Instl Global Insight I
MBPIX
Smead Value Institutional
SMVMX
Pear Tree Polaris Fgn Val Sm Cap InstlQUSIX
30.41
30.16
30.16
29.96
29.91
29.78
29.68
29.56
29.22
29.04
28.99
28.94
28.85
28.31
28.09
27.52
★ ★ ★ ★
N/A
N/A
N/A
★ ★ ★ ★ ★
Silver
★ ★ ★
Neutral
★ ★ ★ ★ ★
N/A
★ ★ ★ ★ ★
N/A
★ ★ ★ ★
Silver
★ ★ ★ ★ ★
N/A
★ ★ ★ ★ ★
Gold
★ ★ ★
Silver
N/A
N/A
★ ★ ★
N/A
★ ★ ★ ★ ★
N/A
N/A
N/A
★ ★ ★ ★ ★
N/A
★ ★ ★ ★N/A
Federated FGFLX
Artisan ARTHX
Artisan APHRX
Keeley KSMIX
PIMCO PSKAX
Franklin FKSCX
Fidelity FLVIX
Hotchkis HWAIX
Oakmark OAKIX
Fidelity FLCKX
ClearBridge LCOIX
RBC TETIX
Huber Cap HUSEX
Morgan Stan MBPIX
Smead SMVMX
Pear Tree QUSIX
fund name
ticker
bracket name identifier
Mutual Fund
Madness
west region
midwest region
overall
seeding
regional
seeding
fund name
TM
FINAL
FUNDS
THE
ticker
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
1Aquila Three Peaks Opportunity Growth IATGYX
2
Causeway International Value Instl
CIVIX
3
ASTON Small Cap Growth I
ACWIX
4
Harding Loevner International Small Cap I
HLMRX
5
Westcore Micro Cap
WTMIX
6
Westcore Growth
WILGX
7
First Trust Confluence Small Cap Value Fund
FOVAX
8
Jensen Quality Growth
JENIX
9
Pear Tree Quality FundQGIAX
10
Paradigm Micro-Cap Fund
PVIVX
11
Virtus Premium Alpha Sector
VAPIX
12
Frost Mid Cap Equity Fund
FIKSX
13
Paradigm Select Fund
PFSLX
14
Virtus Dynamic Alpha Sector
VIMNX
15
Paradigm Value Fund
PVFAX
16Auer Growth FundAUERX
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
Morgan Stanley Instl Insight I
MFPIX
Fidelity Value Strategies K
FVSKX
Pear Tree Polaris Foreign Value InstlQFVIX
PIMCO StocksPLUS Long Duration Instl
PSLDX
Heartland International Value
HINVX
Hartford Growth Opportunities HLS IA
HAGOX
PIMCO Fundamental IndexPLUS TR Inst
PXTIX
Liberty Street Horizon Instl
LSHUX
Brandes International Small Cap Eq I
BISMX
Kirr Marbach Partners Value
KMVAX
Federated Kaufmann Large Cap Instl
KLCIX
Fidelity Advisor Intl Capital App I
FCPIX
Parnassus
PARNX
Calvert International Opportunities I
COIIX
Hartford MidCap Value HLS IA
HMVIX
Causeway International Opps Inst
CIOIX
Equity Fund bracket
Sponsor funds in bold
TM
1 year
performance as
of 12/31/2012
27.47
27.29
27.24
27.22
26.97
26.86
26.86
26.54
26.46
26.38
26.37
26.11
26.06
25.53
24.95
24.59
overall
morningsttar
star rating
morningstar
analyst
rating
N/A
N/A
★ ★ ★ ★
Neutral
★ ★ ★ ★N/A
★ ★ ★ ★ ★
N/A
N/A
N/A
★ ★ ★ ★
N/A
★ ★ ★ ★ ★
Silver
★
N/A
N/A
N/A
★ ★ ★
N/A
★ ★ ★ ★ ★
N/A
★ ★ ★
Negative
★ ★ ★ ★
N/A
★ ★ ★
N/A
★ ★ ★
N/A
★ ★ ★ ★ ★
N/A
bracket name identifier
Morgan Stan MFPIX
Fidelity FVSKX
Pear Tree QFVIX
PIMCO PSLDX
Heartland HINVX
Hartford HAGOX
PIMCO PXTIX
Liberty St. LSHUX
Brandes BISMX
Kirr Marb KMVAX
Federated KLCIX
Fidelity FCPIX
Parnassus PARNX
Calvert COIIX
Hartford HMVIX
Causeway CIOIX
24.55
★ ★ ★N/AAquila ATRIX
24.52
★ ★ ★ ★ ★
Gold
Causeway CIVIX
24.43
N/A
N/A
Aston ACWIX
24.30
★ ★ ★ ★
N/A
Harding HLMRX
15.60
★ ★ ★ ★N/A
Westcore WTMIX
15.37
★ ★ ★N/A
Westcore WILGX
15.20N/AN/A
First Trust FOVAX
13.90
★ ★ ★ ★
Gold
Jensen JENIX
11.41
★ ★N/A
Pear Tree QGIAX
11.06
★ ★ ★N/A
Paradigm PVIVX
10.31N/AN/A
Virtus VAPIX
9.46
★ ★ ★ ★N/A
Frost FIKSX
9.07
★ ★ ★ ★N/A
Paradigm PFSLX
7.20
★ ★N/A
Virtus VIMNX
7.93
★ ★ ★ ★N/A
Paradigm PVFAX
2.25
★N/AAuer AUERX
Mutual Fund
Madness
south region
east region
fund name
TM
FINAL
FUNDS
THE
Equity Fund bracket
Sponsor funds in bold
TM
web site
Legg Mason Cap Mgmt Opportunity I
Nile Pan Africa Fund
Fairholme Fund
Schneider Small Cap Value
Artisan International Small Cap Investor
Grandeur Peak Intl Opportunities Instl
Wasatch International Growth
Oberweis International Opportunities
Walthausen Small Cap Value
Morgan Stanley Inst Glbl Discovery I
Matthew 25 Fund
TIAA-CREF International Eq Instl
Hotchkis and Wiley Mid-Cap Value I
Chou Opportunity
Hennessy Cornerstone Growth Inst
Mairs & Power Small Cap
https://individualinvestor.myleggmason.com/portal/server.pt?open=514&objID=57508&cached=true&mode=2&userID=355661&mktcd=LMOP
http://www.nilefunds.com/NilePanAfricaOverview.html
http://www.fairholmefunds.com/
http://www.schneidercap.com/default.asp?P=456775&S=456778
http://www.artisanfunds.com/mutual_funds/artisan_funds/international_small_cap.cfm
http://www.grandeurpeakglobal.com/international-opportunities.php
https://secure.wasatchfunds.com/Our-Funds/Overview.aspx?fund=WAIGX
http://www.oberweisfunds.com/inter_opp.asp
http://www.walthausenfunds.com/index.asp
http://www.morganstanley.com/
http://www.matthew25fund.com/
https://www.tiaa-cref.org/public/tcfpi/Investment/Profile?investment=305980
http://www.hwcm.com/mutual-funds/value-equity/mid-cap-value-summary
http://www.chouamerica.com/Opportunity.html
http://www.hennessyfunds.com/index.php
http://www.mairsandpower.com/index.php?option=com_content&view=article&id=140&Itemid=218
Federated International Leaders Instl
Artisan Global Equity Inv
Artisan Global Opportunities Instl
Keeley Small-Mid Cap Value I
PIMCO Intl StkPLUS TR Strat (Unhdgd) Adm
Franklin Intl Small Cap Growth Adv
Fidelity Advisor Leveraged Co Stk I
Hotchkis and Wiley Value Opps Instl
Oakmark International I
Fidelity Leveraged Company Stock K
ClearBridge International Sm Cap Opp I
RBC Enterprise I
Huber Capital Small Cap Value Instl
Morgan Stanley Instl Global Insight I
Smead Value Institutional
Pear Tree Polaris Fgn Val Sm Cap Instl
http://www.federatedinvestors.com/FII/mutualfunds/details/overview.do?fundshareid=12391&basketid=3501
http://www.artisanfunds.com/mutual_funds/artisan_funds/global_equity.cfm
http://www.artisanfunds.com/
http://www.keeleyfunds.com/funds/ksmvx/profile.php
http://investments.pimco.com/Regulatory/External%20Documents/PIMCO_International_StocksPLUS_Unhedged_Inst_SP_SM.pdf
https://www.franklintempleton.com/retail/app/product/views/fund_page.jsf?fundNumber=681
https://advisor.fidelity.com/advisor/portal/performance?deeplink=yes&pageUniqueName=afc.performance&sasid=106&dplid=2&tabPositionRequired=Yes
http://www.hwcm.com/mutual-funds/value-equity/value-opp-performance-expenses
http://www.oakmark.com/funds/single/sf_o.asp?fund_id=16
http://activequote.fidelity.com/webxpress/ia_basic_quote_frameset.phtml?QUOTE_TYPE=R&SID_VALUE_ID=FLCKX
http://www.leggmason.com/individualinvestors/clearbridge/products/Individuals/index.aspx?currentvehicle=mutual%20funds
http://us.rbcgam.com/mutual-funds/equity-funds/fg-5/fsg-1/fid-1/individual/overview/rbc-enterprise-fund.fs
http://www.hubercap.com/content.php?pageid=11&page=mutual
http://www.morganstanley.com/
http://smeadcap.com/smead-funds/
http://www.peartreefunds.com/pear-tree-polaris-foreign-value-small-cap-fund
Mutual Fund
Madness
TM
FINAL
FUNDS
THE
Equity Fund bracket
Sponsor funds in bold
TM
west region
midwest region
fund name
Morgan Stanley Instl Insight I
Fidelity Value Strategies K
Pear Tree Polaris Foreign Value Instl
PIMCO StocksPLUS Long Duration Instl
Heartland International Value
Hartford Growth Opportunities HLS IA
PIMCO Fundamental IndexPLUS TR Inst
Liberty Street Horizon Instl
Brandes International Small Cap Eq I
Kirr Marbach Partners Value
Federated Kaufmann Large Cap Instl
Fidelity Advisor Intl Capital App I
Parnassus
Calvert International Opportunities I
Hartford MidCap Value HLS IA
Causeway International Opps Inst
Aquila Three Peaks Opportunity Growth I
Causeway International Value Instl
ASTON Small Cap Growth I
Harding Loevner International Small Cap I
Westcore Micro Cap
Westcore Growth
First Trust Confluence Small Cap Value Fund
Jensen Quality Growth
Pear Tree Quality Fund
Paradigm Micro-Cap Fund
Virtus Premium Alpha Sector
Frost Mid Cap Equity Fund
Paradigm Select Fund
Virtus Dynamic Alpha Sector
Paradigm Value Fund
Auer Growth Fund
web site
http://www.morganstanley.com/
https://www.fidelity.com/?bar=p
http://www.peartreefunds.com/pear-tree-polaris-foreign-value-fund
http://investments.pimco.com/Products/pages/343.aspx?ShareClassCode=INSTL
http://www.heartlandinternationalfund.com/HeartlandInternational.htm
http://www.hartfordinvestor.com/servlet/Satellite?c=HLI02Fund&cid=1282847347968&hig_tab=fundchoices&nt_hli02_id=1282847347968&p=1270868724583&page_id=1319332392781&pagename=Investor%2FHLI02Fund%2FHLI_Fund
http://investments.pimco.com/Products/pages/305.aspx?ShareClassCode=INSTL
http://www.libertystreetfunds.com/docs/LSHF-3Q-2012Commentary.pdf
http://www.brandes.com/Inv/InvPortfolio/Pages/InternationalSmallCapEquity.aspx
http://kmpartnersfunds.com/index_kmpf.cfm?action=display_NAV
http://www.federatedinvestors.com/FII/mutualfunds/details/performance.do?fundshareid=10437&basketid=17723
https://advisor.fidelity.com/advisor/portal/performancedeeplink=yes&pageUniqueName=afc.performance&itemCode=FIIS_DF_386&pos=SR&renditionType=HTML
http://www.parnassus.com/parnassus-mutual-funds/parnassus-fund/
http://www.calvert.com/institutional-fundProfile.html?fund=745
http://www.hartfordinvestor.com/servlet/Satellite?c=HLI02Fund&cid=1282847347971&p=1270868724583&page_id=1319332392781&pagename=Investor%2FHLI02Fund%2FHLI_Fund
http://www.causewayfunds.com/InternationalOpportunitiesFund.aspx
http://www.aquilafunds.com/Atpogf/ATPOGFFundFacts.html
http://www.causewayfunds.com/InternationalValueFund.aspx
http://astonfunds.com/funds/aston-crosswind-small-cap-growth-fund
http://www.hardingloevnerfunds.com/institutional-funds/international-small-companies-portfolio.html
http://www.westcore.com/OurFunds/ValueEquity/MicroCap/Overview.aspx
http://www.westcore.com/OurFunds/GrowthEquity/GrowthFund/Overview.aspx?sc=inst
http://www.ftportfolios.com/Retail/mf/mfsummary.aspx?Ticker=FOVAX
https://www.jenseninvestment.com/index.php/jmf/the-jensen-funds/jensen-quality-growth-fund/
http://www.peartreefunds.com/pear-tree-quality-fund
http://paradigmcapital.com/paradigm-capital-products/mutual-funds/
http://www.virtus.com/products/details.aspx?type=financial&investid=7755
https://www.frostbank.com/SiteCollectionDocuments/Investments/Ratings/Institutional%20Fact%20Sheets/MidCapEquityClassI.pdf
http://paradigmcapital.com/products/select-fund/
http://www.virtus.com/products/details.aspx?type=financial&investid=7658
http://paradigmcapital.com/products/value-fund/
http://www.sbauerfunds.com/growth-fund/details.html
Mutual Fund
Madness
TM
FINAL
FUNDS
THE
fixed-income Fund bracket
TM
How It Works
Identical to and runs concurrently with the NCAA Basketball Tournament Bracket,
Advisors can compete in two separate asset class categories: Equity and Fixed Income
• Brackets are seeded on January 15, 2013, based on 2012 annual
performance (relative to peers entered in respective brackets).
Weekly performance is verified on Saturday by two data sources and
winning funds are uploaded into the bracket Web site
• Advisors may register FREE and begin
filling out brackets on January 22, 2013.
Brackets are automatically updated and rankings
of participants are calculated
• Brackets close on February 22, 2013.
Bracket entries are tabulated and participating
entries are re-ranked
• Actual Mutual Fund Tournament runs six weeks, with performance
evaluated at the close of each week as follows;
Feb 25-March 1 – Round of 64
March 4-March 8 – Round of 32
March 11-March 15 – Sweet 16
March 18-March 22 – Elite 8
March 25-March 29 – Final 4
April 1-April 5 – The “Final Funds”
Mutual Funds Championship Week
(Winners declared in both categories)
Tournament runs six weeks with performance
measured at the close of each week
ABC Equity Fund
NAV up .45%
XYZ Growth Fund
NAV up .87%
Sponsor Funds
INVESTMENT ADVISORS
Winner
XYZ Growth Fund advances to next round
Mutual Fund
south region
east region
Madness
TM
FINAL
FUNDS
THE
fixed-income Fund bracket
Sponsor funds in bold
TM
1 year
performance as
of 12/31/2012
overall
morningsttar
star rating
morningstar
analyst
rating
overall
seeding
regional
seeding
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Chou Income
GMO Emerging Country Debt IV
Transamerica Emerging Markets Debt I
JHancock High-Yield I
Nuveen Preferred Securities I
Scout Unconstrained Bond
Angel Oak Multi-Strategy Income Instl
TCW Emerging Markets Income I
Cohen & Steers Preferred Sec & Inc I
Hartford Emerging Markets Local Debt Y
Acadian Emerging Markets Debt Instl
Ashmore Emerging Mkts Corp Debt Instl
PIMCO Income Instl
Loomis Sayles High Income Y
Pioneer High Income Municipal Y
Nuveen High Yield Municipal Bond I
CHOIX
GMDFX
EMTIX
JYHIX
NPSRX
SUBFX
ANGIX
TGEIX
CPXIX
HLDYX
AEMDX
EMCIX
PIMIX
NEHYX
HIMYX
NHMRX
34.94
26.84
26.58
25.71
25.15
23.07
22.84
22.54
22.52
22.48
22.29
22.19
22.17
21.70
21.06
21.05
N/A
★ ★ ★ ★ ★
N/A
★ ★
★ ★ ★
N/A
N/A
★ ★ ★ ★ ★
N/A
N/A
N/A
N/A
★ ★ ★ ★ ★
★ ★ ★
★ ★ ★
★ ★ ★
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Neutral
N/A
N/A
N/A
N/A
Silver
N/A
N/A
Neutral
Chou CHOIX
GMO GMDFX
Transamerica EMTIX
Jhancock JYHIX
Nuveen NPSRX
Scout SUBFX
Angel Oak ANGIX
TCW TGEIX
CohenSteers CPXIX
Hartford HLDYX
Acadian AEMDX
Ashmore EMCIX
PIMCO PIMIX
Loomis NEHYX
Pioneer HIMYX
Nuveen NHMRX
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Columbia Emerging Markets Bond I
Goldman Sachs Local Emrg Mkts Debt Instl
American Beacon SiM High Yld Opps Instl
Oppenheimer AMT-Free Municipals Y
Waddell & Reed High-Income Y
Western Asset Global High Yield Bd I
Templeton Global Total Return Adv
MainStay High Yield Opportunities I
Principal Preferred Securities P
Oppenheimer Rochester National Muni Y
Invesco High-Yield Secs Y
AllianceBern High Income I
PIMCO High Yield Spectrum Instl
Nuveen Global Total Return Bond I
Lord Abbett High Yield Municipal Bond I
PIMCO Long-Term Credit Institutional
RSMIX
GIMDX
SHOIX
OMFYX
WYHIX
SHYOX
TTRZX
MYHIX
PPSPX
ORNYX
HYLDX
AGDIX
PHSIX
NGTIX
HYMIX
PTCIX
20.98
20.87
20.63
19.48
19.42
19.32
19.31
19.31
19.19
19.05
19.03
18.90
18.78
18.48
18.29
17.87
★ ★ ★ ★
★ ★
N/A
★ ★ ★
★ ★ ★ ★ ★
★ ★ ★
★ ★ ★ ★ ★
★ ★ ★ ★
★ ★ ★
★ ★
★ ★ ★ ★
★ ★ ★ ★ ★
N/A
N/A
★ ★
★ ★ ★ ★ ★
N/A
Negative
N/A
Negative
N/A
N/A
Silver
N/A
N/A
Negative
N/A
Bronze
Bronze
N/A
Negative
N/A
Columbia RSMIX
Goldman S GIMDX
American Bea SHOIX
Oppenheimer OMFYX
Waddell WYHIX
Western SHYOX
Templeton TTRZX
Mainstay MYHIX
Principal PPSPX
Oppenheimer ORNYX
Invesco HYLDX
Alliance AGDIX
PIMCO PHSIX
Nuveen NGTIX
Lord Abbett HYMIX
PIMCO PTCIX
fund name
ticker
bracket name identifier
Mutual Fund
west region
midwest region
Madness
TM
FINAL
FUNDS
THE
fixed-income Fund bracket
Sponsor funds in bold
TM
1 year
performance as
of 12/31/2012
overall
morningsttar
star rating
morningstar
analyst
rating
overall
seeding
regional
seeding
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
PLSRX
MMHIX
ABTYX
FPEIX
RGCYX
DEEIX
STWLX
GHYIX
TGBAX
MXLMX
MWCIX
LSFIX
LMOTX
GEDYX
JYGNX
LCTIX
17.29
17.12
16.98
16.83
16.73
16.69
16.61
16.30
16.15
16.04
15.95
15.65
15.59
15.41
15.39
15.17
N/A
N/A
N/A
N/A
N/A
★ ★ ★ ★ ★
N/A
★ ★ ★
★ ★ ★ ★ ★
★ ★ ★ ★
N/A
★ ★ ★ ★
★ ★ ★ ★
★ ★ ★ ★
★ ★ ★ ★
N/A
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
1
PIMCO Investment Grade Corp Bd Instl
PIGIX
2
Western Asset Corporate Bond I
SIGYX
3
Delaware Corporate Bond Inst
DGCIX
4
Great-West Templeton Global Bond Init
MXGBX
5
GuideMark Opportunistic Fixed Inc Instl
GIOFX
6
Guggenheim Macro Opportunities Instl
GIOIX
7
Forward Credit Analysis Long/Short Instl
FLSIX
8
Nuveen Strategic Income I
FCBYX
9
Goldman Sachs Strategic Income IR
GZIRX
10
Matthews Asia Strategic Income Instl
MINCX
11
361 Managed Futures Strategy Fund
AMFZX
12
Westcore Flexible Income Fund
WILTX
13Frost Total Return Bond FundFIJEX
14
DoubleLine Total Return Bond Fund
DBLTX
15
Miller Convertible Fund
MCIFX
16Frost Low Duration Bond FundFILDX
14.99
14.88
14.85
14.76
14.73
14.55
14.43
14.04
13.74
13.74
11.47
10.74
10.34
9.16
7.83
4.26
★ ★ ★ ★ ★
Silver
PIMCO PIGIX
★ ★
N/A
Western SIGYX
★ ★ ★ ★ ★
N/A
Delaware DGCIX
★ ★ ★ ★ ★
N/A
Great West MXGBX
N/A
N/A
Guidemark GIOFX
N/A
N/A
Guggenheim GIOIX
★ ★ ★ ★ ★
Neutral
Forward FLSIX
★ ★ ★ ★ ★
N/A
Nuveen FCBYX
N/A
Neutral
Goldman S GZIRX
N/A
N/A
Matthews MINCX
N/A
N/A
361 AMFZX
★ ★ ★
N/A
Westcore WILTX
★ ★ ★ ★N/AFrost FIJEX
N/A
Neutral
Doubleline DBLTX
★ ★ ★ ★
N/A
Miller MCIFX
★ ★ ★ ★N/AFrost FILDX
fund name
PL Strategic Income I
MainStay High Yield Municipal Bond I
AllianceBern High Income Municipal Adv
First Trust Preferred Sec & Inc I
Russell Global Opportunistic Credit Y
Delaware Extended Duration Bond Inst
STW Long Duration Inv-Grd Bd Instl
Goldman Sachs High Yield Muni Instl
Templeton Global Bond Adv
Great-West Loomis Sayles Bond Init
Metropolitan West Unconstrained Bd I
Loomis Sayles Fixed Income
Legg Mason BW International Opps Bd IS
GuideStone Funds Extended-Dur Bond GS2
JHancock2 Global High Yield NAV
Leader Total Return Instl
ticker
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Negative
Gold
N/A
N/A
N/A
N/A
N/A
N/A
N/A
bracket name identifier
PL PLSRX
Mainstay MMHIX
Alliance ABTYX
First Trust FPEIX
Russell RGCYX
Delaware DEEIX
STW STWLX
Goldman S GHYIX
Templeton TGBAX
Great West MXLMX
Metroplitan MWCIX
Loomis LSFIX
Legg Mason LMOTX
Guidestone GEDYX
Jhancock JYGNX
Leader LCTIX
Mutual Fund
Madness
TM
FINAL
FUNDS
THE
east region
fund name
south region
Chou Income
GMO Emerging Country Debt IV
Transamerica Emerging Markets Debt I
JHancock High-Yield I
Nuveen Preferred Securities I
Scout Unconstrained Bond
Angel Oak Multi-Strategy Income Instl
TCW Emerging Markets Income I
Cohen & Steers Preferred Sec & Inc I
Hartford Emerging Markets Local Debt Y
Acadian Emerging Markets Debt Instl
Ashmore Emerging Mkts Corp Debt Instl
PIMCO Income Instl
Loomis Sayles High Income Y
Pioneer High Income Municipal Y
Nuveen High Yield Municipal Bond I
Columbia Emerging Markets Bond I
Goldman Sachs Local Emrg Mkts Debt Instl
American Beacon SiM High Yld Opps Instl
Oppenheimer AMT-Free Municipals Y
Waddell & Reed High-Income Y
Western Asset Global High Yield Bd I
Templeton Global Total Return Adv
MainStay High Yield Opportunities I
Principal Preferred Securities P
Oppenheimer Rochester National Muni Y
Invesco High-Yield Secs Y
AllianceBern High Income I
PIMCO High Yield Spectrum Instl
Nuveen Global Total Return Bond I
Lord Abbett High Yield Municipal Bond I
PIMCO Long-Term Credit Institutional
fixed-income Fund bracket
Sponsor funds in bold
TM
web site
http://www.chouamerica.com/
http://www.gmo.com/America/
https://www.transamericainvestments.com/FactSheets/FactsTemplate.aspx?fundId=I3CN
http://www.jhfunds.com/Fund/Overview.aspx?ProductType=Institutional&FundID=99140&ClassCode=I&BackToFundTableType=Price
http://www.nuveen.com/MutualFunds/Product/Overview.aspx?fundcode=NPSF
http://www.scoutfunds.com/Funds/FixedIncomeFunds/UnconstrainedBond/index.htm
http://www.angeloakmutualfunds.com/pdfs/oak-f-s.pdf
https://www.tcw.com/Products/TCW_Funds/International/Emerging_Markets_Income.aspx
http://www.cohenandsteers.com/funds/details/preferred-securities-and-income-fund
http://www.hartfordinvestor.com/servlet/Satellite?c=HLI02Fund&cid=1319332164238&p=1282847348256&page_id=1330088692766&pagename=Investor/HLI02Fund/HLI_Fund
http://www.oldmutualus.com/companies/templates/products_noperf.asp?couFlag=0&curFlag=0&assetID=19&affiliate=2&product=300&IsAIMR=0
http://www.ashmoregroup.com/our-funds/40act-aemcdf-ins-inc-usd
http://investments.pimco.com/MarketingPrograms/External%20Documents/Morningstar_Reprint_PIMCO_Income_Fund_Report_4.2.12.pdf
http://www.loomissayles.com/Internet/internet.nsf/content?readform&ctype=webprofile&id=3631&channel=MF
http://us.pioneerinvestments.com/pers/overview.jsp?ElementId=/pers/repositories/XML/factsheets/pimax.xml
http://www.nuveen.com/Home/Documents/Viewer.aspx?fileId=28056
https://www.columbiamanagement.com/
http://www.goldmansachs.com/gsam/app/fund/documents.do?assetClass=Fixed+Income&shareClass=All&region=US&searchType=fundName&fundName=GS+Local+Emerging+Markets+Debt+Fund&tab=0&userType=instUS
http://www.aafunds.com/mutual_funds/SiMHighYieldOpportunities.aspx
https://www.oppenheimerfunds.com/fund/investors/overview/AMTFreeMunicipals
http://www.waddell.com/mutual-funds/fund-detail/W-R-Advisors-Funds/High-Income/Y/746
http://www.westernasset.com/us/en/
https://www.franklintempleton.com/retail/app/product/views/fund_page.jsf?fundNumber=696
http://www.nylinvestments.com/portal/site/MainStay/menuitem.c708121e407f11409a05ec10ea48c1ca/?vgnextoid=160869b0cdb8c110VgnVCM740000ae841cacRCRD&vgnextrefresh=1&aID=133&tab=0
http://www.principal.com/allweb/docs/RIS/investments/factsheet/PPSAX.pdf
https://www.oppenheimerfunds.com/fund/investors/overview/RochesterNationalMunicipals
http://www.invesco.com/portal/site/us/products/mutualFunds/fundOverview?fundId=30228#
https://www.alliancebernstein.com/abcom/Product_Center/3_Vehicle/MF/Fixed_Income/Taxable/High_Income_Fund.htm?shareclass=I
http://investments.pimco.com/Products/pages/468.aspx?ShareClassCode=INSTL
http://www.nuveen.com/MutualFunds/Product/Overview.aspx?fundcode=NGTR
https://www.lordabbett.com/advisor/mutualfunds/hymunibond/?class=I
http://investments.pimco.com/Products/pages/320.aspx
Mutual Fund
Madness
TM
FINAL
FUNDS
THE
west region
midwest region
fund name
PL Strategic Income I
MainStay High Yield Municipal Bond I
AllianceBern High Income Municipal Adv
First Trust Preferred Sec & Inc I
Russell Global Opportunistic Credit Y
Delaware Extended Duration Bond Inst
STW Long Duration Inv-Grd Bd Instl
Goldman Sachs High Yield Muni Instl
Templeton Global Bond Adv
Great-West Loomis Sayles Bond Init
Metropolitan West Unconstrained Bd I
Loomis Sayles Fixed Income
Legg Mason BW International Opps Bd IS
GuideStone Funds Extended-Dur Bond GS2
JHancock2 Global High Yield NAV
Leader Total Return Instl
PIMCO Investment Grade Corp Bd Instl
Western Asset Corporate Bond I
Delaware Corporate Bond Inst
Great-West Templeton Global Bond Init
GuideMark Opportunistic Fixed Inc Instl
Guggenheim Macro Opportunities Instl
Forward Credit Analysis Long/Short Instl
Nuveen Strategic Income I
Goldman Sachs Strategic Income IR
Matthews Asia Strategic Income Instl
361 Managed Futures Strategy Fund
Westcore Flexible Income Fund
Frost Total Return Bond Fund
DoubleLine Total Return Bond Fund
Miller Convertible Fund
Frost Low Duration Bond Fund
fixed-income Fund bracket
Sponsor funds in bold
TM
web site
http://www.pacificlife.com/PL/
http://www.nylinvestments.com/portal/site/MainStay/menuitem.c708121e407f11409a05ec10ea48c1ca/?vgnextoid=160869b0cdb8c110VgnVCM740000ae841cacRCRD&aID=229
https://www.alliancebernstein.com/abcom/Product_Center/3_Vehicle/MF/Instrumentation/Brochures/FHIM-0155-BRO.pdf
http://www.ftportfolios.com/Retail/MF/MFSummary.aspx?Ticker=FPEIX
http://www.russell.com/US/Investment_Products/default.asp
http://www.delawareinvestments.com/co/delaware/individual-investors/products/mutual-funds/fixed-income/delaware-extended-duration-bond-fund
http://www.stwfunds.com/506b/downloads/download.asp?file=506b_download_20111010050720_cache.pdf
http://www.goldmansachs.com/gsam/app/fund/documents.do?assetClass=Fixed+Income&shareClass=All&region=US&searchType=fundName&fundName=GS+High+Yield+Municipal+Fund&tab=0&userType=instUS
https://ddol.divinvest.com/ddol/servlet/CatalogViewerServlet?doView=true&fieldDocumentCategory=18&fieldDocumentType=109&businessPartner=1&fieldLanguage=0&fieldDOC_DESC_T=S277
http://www.greatwest.com/index.shtml
https://www.tcw.com/Products/MetWest_Funds/US_Fixed_Income/MetWest_Unconstrained_Bond_Fund.aspx
http://www.loomissayles.com/Internet/internet.nsf/content?readform&ctype=webprofile&id=1286&channel=MF
https://individualinvestor.myleggmason.com/portal/server.pt?open=512&objID=1415&cached=true&mode=2&userID=355661&mktcd=IOBF
http://www.guidestonefunds.org/~/media/Funds/Funds%20Viewer/funds%20fact%20sheet/GS2_ExtBond%20pdf.ashx
http://www.jhfunds.com/CMS/DownloadableItems/Funds/Prospectuses/JHF2NPN_0731.pdf
http://www.leadercapital.com/total_return_overview
http://investments.pimco.com/Products/pages/317.aspx
http://www.westernasset.com/us/en/
http://www.delawareinvestments.com/co/delaware/individual-investors/products/mutual-funds/fixed-income/delaware-corporate-bond-fund
http://www.greatwest.com/
http://www.guidemark.com/
http://guggenheiminvestments.com/FixedIncome/Macro
http://www.forwardinvesting.com/products/mutual-funds/long-short/credit-analysis-long-short/
http://www.nuveen.com/MutualFunds/Product/Overview.aspx?fundcode=FTRB
http://www.goldmansachs.com/gsam/advisors/products/featured_funds/strategic-income/index.html
http://matthewsasia.com/our-funds/default.fs
http://361funds.com/361-managed-futures-fund/
http://www.westcore.com/OurFunds/FixedIncome/FlexibleIncome/Overview.aspx?sc=inst
https://www.frostbank.com/SiteCollectionDocuments/Investments/Ratings/Institutional%20Fact%20Sheets/TotalReturnBondClassI.pdf
http://www.doublelinefunds.com/funds/total_return/overview.html
http://www.wellesleyinvestment.com/
https://www.frostbank.com/SiteCollectionDocuments/Investments/Ratings/Institutional%20Fact%20Sheets/LowDurationBondClassI.pdf