PLANADVISER - May/June 2018 - 33

$101,670
$101,965
$92,605
6
Dodge & Cox
Stock Fund
$2,268
$1,632
$2,559
50
Deutsche
Real Estate
Securities
Fund
$36,742
U.S. Equity
Investment
Committee
$1,200
B. Thomas,
D. Zonavetch
$43,702
$44,857
$44,820
63
Federated
Strategic
Value
Dividend
Fund
$6,083
$16,455
D. Peris W. Danoff
$5,753
M.
Hasenstab
$5,433
R. Crystal,
S. Pope
Davis
$9,956
M. Walsh
$1,627
J. Maxwell,
C. Murray
$7,251
B. Demain,
C. Wheaton
$29,600
B. Boyda
$111,095
J. Geller,
A. Lester, M.
Schoenhaut,
D. Oldroyd,
E. Bernbaum
1965
75%
0%
25%
65%
19%
9%
7%
100%/0%
95%/5%
40
14
1999
90%
10%
0%
2006
89%
10%
1%
36%
31%
30%
3%
1990
7
71%
16%
5%
76%
16%
4%
5%
2001 2006, 2006
9
60%
23%
17%
65%
25%
0%
5%
99%/1% 88%/12% 100%/0%
10
4
14
8
11
5
3
3
50
34
3
3
188
275
3
3
3
76
60
3
3
75
110
8
9
1
18%
14%
68%
18%
13%
68%
1%
2002 2006, 2017 2007, 2016
1
39%
14%
44%
40%
2%
51%
6%
94%
0%
6%
89%
10%
0%
1%
88%
7%
5%
76%
7%
0%
17%
1995
3
100%
0%
0%
28%
5%
5%
61%
99%/1% 100%/0% 100%/0% 100%/0%
9
25
8
3
3
4
3
3
3
225
3
100
7
3
2006
3
51%
29%
20%
26%
12%
0%
57%
$84,420
$83,148
$69,708
275
Fidelity
Contrafund
$33,192
$33,539
$32,383
125
Templeton
Global Bond
Fund
GS
Small Cap
Value Fund
$77,890
$79,666
$81,883
$96,212
$98,704
$99,601
95
Invesco
Diversified
Dividend
$4,364
$4,899
$4,329
41
Ivy
International
Core Equity
$30,349
$29,464
$22,494
62
Janus
Enterprise
Fund
$74,602
$76,206
$72,556
50
Multimanaged
Lifestyle
$195,866
$196,988
$178,366
118
Smart
Retirement
$24,928
$24,858
$23,500
75
Western
Asset
Core
Plus Bond
Fund
$5,612
S.K. Leech,
M. Lindbloom,
J. Scholnick,
C. Eichstaedt,
F. Marki,
J. Bellows
1998
1
72%
10%
18%
0%
53%
1%
2%
99%/1% 100%/0%
17
6
3
3
3
71
3
3
10
10
planadviser.com may-june 2018 | 33
Dodge & Cox
DWS
Federated Investors
Fidelity Investments
Franklin Templeton
Goldman Sachs
Asset Management
Invesco
Ivy Investments
Janus
John Hancock Investments
J.P. Morgan Asset Management
Legg Mason

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PLANADVISER - May/June 2018

Table of Contents for the Digital Edition of PLANADVISER - May/June 2018

Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
PLANADVISER - May/June 2018 - 1
PLANADVISER - May/June 2018 - 2
PLANADVISER - May/June 2018 - 3
PLANADVISER - May/June 2018 - 4
PLANADVISER - May/June 2018 - 5
PLANADVISER - May/June 2018 - 6
PLANADVISER - May/June 2018 - 7
PLANADVISER - May/June 2018 - 8
PLANADVISER - May/June 2018 - 9
PLANADVISER - May/June 2018 - 10
PLANADVISER - May/June 2018 - 11
PLANADVISER - May/June 2018 - 12
PLANADVISER - May/June 2018 - 13
PLANADVISER - May/June 2018 - 14
PLANADVISER - May/June 2018 - 15
PLANADVISER - May/June 2018 - 16
PLANADVISER - May/June 2018 - 17
PLANADVISER - May/June 2018 - 18
PLANADVISER - May/June 2018 - 19
PLANADVISER - May/June 2018 - 20
PLANADVISER - May/June 2018 - 21
PLANADVISER - May/June 2018 - 22
PLANADVISER - May/June 2018 - 23
PLANADVISER - May/June 2018 - 24
PLANADVISER - May/June 2018 - 25
PLANADVISER - May/June 2018 - 26
PLANADVISER - May/June 2018 - 27
PLANADVISER - May/June 2018 - 28
PLANADVISER - May/June 2018 - 29
PLANADVISER - May/June 2018 - 30
PLANADVISER - May/June 2018 - 31
PLANADVISER - May/June 2018 - 32
PLANADVISER - May/June 2018 - 33
PLANADVISER - May/June 2018 - 34
PLANADVISER - May/June 2018 - 35
PLANADVISER - May/June 2018 - Key Partnerships
PLANADVISER - May/June 2018 - 37
PLANADVISER - May/June 2018 - 38
PLANADVISER - May/June 2018 - 39
PLANADVISER - May/June 2018 - 40
PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
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