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Index Performance(YTD) +

EQUITIES
4.5%S&P 500
6.5%S&P 600
8%Russell 2000
12%Russell 2000
-5%Russell 2000
-10%Russell 2000
BONDS
4.5%S&P 500
6.5%S&P 600
6.5%Russell 2000
6.5%Russell 2000
6.5%Russell 2000
6.5%Russell 2000

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367 Familes, 966 Interviews

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Andrew G. Flynn

William Blair Global Leaders Fund

Tyler Rosenlicht

Cohen & Steers MLP & Energy Opportunity Fund

Damon Ficklin

Polen Growth Fund

Gabriel Wallach

Delaware International Small Cap Fund

Martin C. Schulz

PNC International Equity Fund

Randy Pearce

Grandeur Peak International Stalwarts Fund

Tiffany Lavastida

Principal International Small Company Fund

Irina Hunter

BMO LGM Emerging Markets Equity Fund

Rayman Bovell

HSBC Opportunity Fund

Norman Conley III

JAG Large Cap Growth Fund

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