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| Top 25 Largest Funds |
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| Fund Name | Ticker Symbol |
Category | Star Rating |
Load | Minimum Investment |
1yr Rtn |
3yr Rtn |
5yr Rtn |
*10yr Rtn |
| American Funds Grth Fund of Amer A | AGTHX | LG |  |
5.75 | 250 | -8.37 | 5.91 | 9.50 | 8.73 |
| PIMCO Total Return Instl | PTTRX | CI |  |
--- | 5000000 | 9.64 | 5.41 | 5.58 | 6.48 |
| American Funds Capital Inc Bldr A | CAIBX | IH |  |
5.75 | 250 | -8.97 | 6.96 | 10.54 | 8.18 |
| American Funds Capital World G/I A | CWGIX | WS | |
5.75 | 250 | -9.68 | 9.87 | 14.76 | 11.02 |
| Fidelity Contrafund | FCNTX | LG | |
--- | 2500 | -4.88 | 8.29 | 11.87 | 7.56 |
| American Funds Invmt Co of Amer A | AIVSX | LV | |
5.75 | 250 | -13.60 | 3.97 | 7.44 | 5.64 |
| American Funds Inc Fund of Amer A | AMECX | MA | |
5.75 | 250 | -11.73 | 4.16 | 7.75 | 6.64 |
| American Funds Washington Mutual A | AWSHX | LV | |
5.75 | 250 | -14.37 | 3.73 | 6.84 | 4.72 |
| Vanguard 500 Index | VFINX | LB | |
--- | 3000 | -12.32 | 3.68 | 6.84 | 2.83 |
| American Funds EuroPacific Gr A | AEPGX | FB | |
5.75 | 250 | -11.06 | 10.24 | 15.35 | 9.23 |
| Dodge & Cox Stock | DODGX | LV | |
--- | 2500 | -18.30 | 1.58 | 8.26 | 9.31 |
| Vanguard Total Stock Mkt Idx | VTSMX | LB | |
--- | 3000 | -11.27 | 4.23 | 7.78 | 3.69 |
| Dodge & Cox International Stock | DODFX | FV | |
--- | 2500 | -14.01 | 9.10 | 17.42 | --- |
| Fidelity Diversified International | FDIVX | FG | |
--- | 2500 | -12.22 | 8.63 | 14.46 | 9.98 |
| American Funds New Perspective A | ANWPX | WS | |
5.75 | 250 | -8.62 | 8.79 | 12.24 | 8.70 |
| Vanguard Institutional Index | VINIX | LB | |
--- | 5000000 | -12.25 | 3.79 | 6.96 | 2.95 |
| American Funds Fundamental Invs A | ANCFX | LB | |
5.75 | 250 | -8.09 | 8.26 | 12.18 | 7.60 |
| Fidelity Magellan | FMAGX | LG | |
--- | 2500 | -9.36 | 4.19 | 6.11 | 2.91 |
| Fidelity Growth Company | FDGRX | LG | |
--- | 2500 | -3.70 | 9.11 | 10.48 | 7.04 |
| American Funds American Balanced A | ABALX | MA | |
5.75 | 250 | -7.46 | 3.80 | 6.17 | 6.82 |
| Vanguard 500 Index Adm | VFIAX | LB | |
--- | 100000 | -12.26 | 3.77 | 6.93 | --- |
| Vanguard Total Bond Market Index | VBMFX | CI | |
--- | 3000 | 6.14 | 4.41 | 4.55 | 5.39 |
| Franklin Income A | FKINX | CA | |
4.25 | 1000 | -7.85 | 4.27 | 8.36 | 7.75 |
| Fidelity Low-Priced Stock | FLPSX | MB | |
--- | 2500 | -10.48 | 4.49 | 10.82 | 11.53 |
| Vanguard Wellington | VWELX | MA | |
--- | 10000 | -4.64 | 6.38 | 8.86 | 6.89 |