Top Funds for 2017 and Beyond r.com

[Pages:1]Exhibit 1 Top Funds for 2017 and Beyond

Name/Ticker American Funds Cap World Gr&Inc CWGIX Artisan Global Value ARTGX Baird Short-Term Bond BSBIX Causeway International Value CIVVX Fidelity Contrafund FCNTX Fidelity Mortgage Securities FMSFX Fidelity New Markets Income FNMIX FMI International FMIJX Matthews Asian Growth & Inc MACSX PRIMECAP Odyssey Growth POGRX T. Rowe Price Intl Discovery PRIDX T. Rowe Price Tax-Free Income Inv PRTAX T. Rowe Price Tax-Free Shrt-Interm PRFSX Templeton Global Bond TPINX Vanguard Short-Term Invst-Grade VFSTX Vanguard Shrt-Term Infl-Prot Sec Idx VTIPX Vanguard Target Retirement 2025 VTTVX Vanguard Total Intl Stock Index VTIAX Data as of Dec. 31, 2016

Morningstar Morningstar Analyst Rating Category

OE

World Stock

? World Stock

? Short-Term Bond

OE

Foreign Large Value

? Large Growth

? Intermediate-Term Bond

? Emerging Markets Bond

? Foreign Large Blend

? Pacific/Asia ex-Japan Stk

OE

Large Growth

? Foreign Sm/Mid Grwth

OE

Muni National Long

OE

Muni National Short

OE

World Bond

? Short-Term Bond

OE

Inflation-Protected Bnd

OE

Target-Date 2025

OE

Foreign Large Blend

Morningstar Rating Overall

QQQQ QQQQQ QQQQ QQQQ QQQQ QQQ QQQQQ QQQQQ QQQQ QQQQQ QQQQQ QQQQ QQQQ QQQQ QQQQ QQ QQQQ QQQ

Total Ret %

Total Ret

Rank

Annlzd 5-Yr Cat 5-Yr

Total Ret %

Annual

Total Ret

Rank Report Net

Annlzd 10-Yr Cat 10-Yr Expense Ratio

10.01

34

4.39

33

0.77

11.73

11

1.26

2.02

22

2.87

36

0.30

6.90

18

1.39

11

1.16

13.46

40

7.88

23

0.70

2.39

62

3.57

78

0.45

6.14

7

7.26

9

0.84

11.84

1

0.94

5.05

50

4.75

53

1.09

16.36

3

8.87

8

0.65

11.60

11

4.99

12

1.20

3.70

52

4.16

30

0.52

1.06

29

2.59

21

0.49

4.11

13

6.54

2

0.90

2.20

17

3.23

21

0.20

0.16

8.86

19

5.00

7

0.00

5.50

59

0.91

32

0.11

Top Manager Ownership Level >$1M >$1M >$1M >$1M >$1M >$1M

$100k?$500k >$1M

$100k?$500k >$1M

$500k?$1M $100k?$500k

$1?$10,000 >$1M 0 NA 0 0

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