Dodge & Cox Stock (DODGX) | Large-cap: value | 0.520.52 | 15.5%15.5 | 16.4%16.4 |
Schwab Fundamental U.S. Large Company Index (SFLNX) | Large-cap: value | 0.250.25 | 14.9%14.9 | 14.7%14.7 |
Vanguard Value Index (VIVAX) | Large-cap: value | 0.180.18 | 15.3%15.3 | 15.3%15.3 |
Sound Shore (SSHFX) | Large-cap: value | 0.910.91 | 15.1%15.1 | 15.4%15.4 |
Primecap Odyssey Growth (POGRX) | Large-cap: growth | 0.660.66 | 31.5%31.5 | 19.5%19.5 |
T. Rowe Price Blue Chip Growth (TRBCX) | Large-cap: growth | 0.720.72 | 36.5%36.5 | 18.9%18.9 |
Vanguard Mid-Cap Value Index (VMVIX) | Midcap: value | 0.190.19 | 14.8%14.8 | 15.8%15.8 |
Vanguard Mid-Cap Growth Index (VMGIX) | Midcap: growth | 0.190.19 | 21.8%21.8 | 14.5%14.5 |
T. Rowe Price Diversified Mid Cap Growth (PRDMX) | Midcap: growth | 0.870.87 | 24.1%24.1 | 15.8%15.8 |
Vanguard Small Cap Value Index (VISVX) | Small-cap: value | 0.190.19 | 11.1%11.1 | 15.5%15.5 |
Schwab Fundamental U.S. Small Co. Index (SFSNX) | Small-cap: blend | 0.250.25 | 12.4%12.4 | 15.3%15.3 |
Vanguard Small Cap Growth Index (VISGX) | Small-cap: growth | 0.190.19 | 21.5%21.5 | 14.0%14 |
T. Rowe Price QM Small-Cap Growth (PRDSX) | Small-cap: growth | 0.810.81 | 22.0%22 | 16.7%16.7 |
T. Rowe Price Dividend Growth (PRDGX) | Dividend | 0.640.64 | 19.2%19.2 | 15.0%15 |
Vanguard International Dividend Appreciation (VIAIX) | Dividend | 0.350.35 | 26.2%26.2 | N.A.N.A. |
Cohen & Steers Realty (CSRSX) | Real estate | 0.960.96 | 7.1%7.1 | 10.6%10.6 |
Vanguard Global ex.-U.S. Real Estate Index (VGXRX) | Real estate | 0.350.35 | 22.4%22.4 | 6.4%6.4 |
Fidelity Select Natural Resources (FNARX) | Commodity | 0.840.84 | Ð6.9Ð6.9 | Ð0.1Ð0.1 |
Oakmark International (OAKIX) | Foreign: large blend | 11 | 27.3%27.3 | 11.4%11.4 |
Vanguard International Growth (VWIGX) | Foreign: large growth | 0.460.46 | 41.6%41.6 | 11.5%11.5 |
T. Rowe Price Emerging Markets Stock (PRMSX) | Foreign: emerging markets | 1.261.26 | 38.6%38.6 | 6.8%6.8 |
Dodge & Cox Income (DODIX) | Bond: intermediate term | 0.430.43 | 3.9%3.9 | 3.0%3 |
Fidelity Total Bond (FTBFX) | Bond: intermediate term | 0.450.45 | 3.8%3.8 | 2.7%2.7 |
Vanguard Short-Term Investment Grade (VFSTX) | Bond: short term | 0.20.2 | 2.0%2 | 1.7%1.7 |
Fidelity Corporate Bond (FCBFX) | Bond: corporate | 0.450.45 | 5.9%5.9 | 3.4%3.4 |
Loomis Sayles Bond (LSBRX) | Bond: multisector | 0.910.91 | 6.7%6.7 | 3.8%3.8 |
Fidelity High Income (SPHIX) | Bond: high yield | 0.720.72 | 7.9%7.9 | 5.4%5.4 |
Vanguard Intermediate-Term Tax-Exempt (VWITX) | Bond: muni Intermediate | 0.190.19 | 3.6%3.6 | 2.2%2.2 |
Vanguard Limited-Term Tax-Exempt (VMLTX) | Bond: muni short | 0.190.19 | 1.7%1.7 | 1.0%1 |
Templeton Global Bond (TPINX)5 | Bond: world | 0.930.93 | 4.0%4 | 2.2%2.2 |
Fidelity New Markets Income (FNMIX) | Bond: emerging markets | 0.860.86 | 9.1%9.1 | 4.4%4.4 |