PLANADVISER - May/June 2019 - 33

$11,536
$10,373
$8,897
11
Cohen &
Steers
Institutional
Realty
Shares
$1,039
T. Bohjalian
$5,585
Team
managed
$36,718
U.S. Equity
Investment
Committee
$58,565
$52,667
$59,884
150
U.S. Small Cap
Portfolio
$98,899
$87,971
$101,965
6
Dodge & Cox
Stock Fund
$3,832
NR
NR
16
DoubleLine
Total Return
Bond Fund
$50,405
J. Gundlach,
P. Barach
$49,520
$46,626
$44,857
61
Federated
Strategic Value
Dividend Fund
$5,598
D. Peris
$95,916
$80,532
$73,143
280
Fidelity
Contrafund
$27,258
$27,033
$33,539
81
Templeton
Global
Bond Fund
$15,699
$4,787
W. Danoff M. Hasenstab,
C. Ho
$78,560
$76,043
$79,666
NR
GS Small
Cap Value
Fund
$4,861
R. Crystal,
S. Pope Davis,
S. Butkus
$97,569
$92,956
$98,704
95
Invesco
Diversified
Dividend
$8,216
M. Walsh
$3,077
$2,715
$4,899
45
Ivy
International
Core Equity
$850
J. Maxwell,
C. Murray
$71,794
$66,699
$74,602
50
Multimanager
Lifestyle
Portfolios
$24,369
N. Thooft
2000
NR
4
26%
14%
60%
NR
NR
NR
NR
100%/0%
22
3
1
93%
0%
7%
NR
NR
NR
NR
100%/0%
22
22
3
3
3
30
51
49
27
190
1965
73%
0%
27%
63%
19%
11%
7%
100%/0%
NR
NR
2010
66%
34%
0%
NR
NR
NR
NR
100%/0%
11
4
3
3
3
300
30
60
3
3
3
75
110
3
100
2006
87%
8%
5%
36%
33%
29%
2%
99%/1%
5
6
1990
7
74%
17%
3%
79%
8%
3%
8%
1986
9
87%
4%
9%
NR
NR
NR
NR
77%/23% 100%/0%
15
8
16
2
2006
1
16%
15%
68%
16%
8%
70%
6%
NR
8
9
2002
2
38%
15%
47%
33%
1%
58%
8%
99%/1%
9
22
2016, 2017
98%
0%
2%
NR
NR
NR
NR
NR
8
5
3
2008
3
100%
0%
0%
35%
5%
3%
57%
100%/0%
6
3
3
planadviser.com May-June 2019 | 33
Cohen & Steers
Dimensional Fund Advisors
Dodge & Cox
DoubleLine
Federated
Fidelity Investments
Franklin Templeton
Goldman Sachs Asset Management
Invesco
Ivy Investments
John Hancock
Investment Management

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PLANADVISER - May/June 2019

Table of Contents for the Digital Edition of PLANADVISER - May/June 2019

Advisers' Future Trajectory
Tangled
2019 PLANADVISER DCIO Survey
High-Tech Meets High-Touch
Whatever Suits
New Platforms Support ETFs
Major Cases
Good News for P.R. Plans
Denial of Benefits
The Cost of Advising One's Own Plan
PLANADVISER - May/June 2019 - C1
PLANADVISER - May/June 2019 - FC1
PLANADVISER - May/June 2019 - FC2
PLANADVISER - May/June 2019 - C2
PLANADVISER - May/June 2019 - 1
PLANADVISER - May/June 2019 - 2
PLANADVISER - May/June 2019 - 3
PLANADVISER - May/June 2019 - 4
PLANADVISER - May/June 2019 - 5
PLANADVISER - May/June 2019 - 6
PLANADVISER - May/June 2019 - 7
PLANADVISER - May/June 2019 - 8
PLANADVISER - May/June 2019 - 9
PLANADVISER - May/June 2019 - 10
PLANADVISER - May/June 2019 - 11
PLANADVISER - May/June 2019 - 12
PLANADVISER - May/June 2019 - 13
PLANADVISER - May/June 2019 - 14
PLANADVISER - May/June 2019 - 15
PLANADVISER - May/June 2019 - 16
PLANADVISER - May/June 2019 - 17
PLANADVISER - May/June 2019 - 18
PLANADVISER - May/June 2019 - 19
PLANADVISER - May/June 2019 - Advisers' Future Trajectory
PLANADVISER - May/June 2019 - 21
PLANADVISER - May/June 2019 - 22
PLANADVISER - May/June 2019 - 23
PLANADVISER - May/June 2019 - 24
PLANADVISER - May/June 2019 - 25
PLANADVISER - May/June 2019 - Tangled
PLANADVISER - May/June 2019 - 27
PLANADVISER - May/June 2019 - 28
PLANADVISER - May/June 2019 - 29
PLANADVISER - May/June 2019 - 2019 PLANADVISER DCIO Survey
PLANADVISER - May/June 2019 - 31
PLANADVISER - May/June 2019 - 32
PLANADVISER - May/June 2019 - 33
PLANADVISER - May/June 2019 - 34
PLANADVISER - May/June 2019 - 35
PLANADVISER - May/June 2019 - High-Tech Meets High-Touch
PLANADVISER - May/June 2019 - 37
PLANADVISER - May/June 2019 - 38
PLANADVISER - May/June 2019 - 39
PLANADVISER - May/June 2019 - 40
PLANADVISER - May/June 2019 - 41
PLANADVISER - May/June 2019 - Whatever Suits
PLANADVISER - May/June 2019 - 43
PLANADVISER - May/June 2019 - 44
PLANADVISER - May/June 2019 - 45
PLANADVISER - May/June 2019 - New Platforms Support ETFs
PLANADVISER - May/June 2019 - 47
PLANADVISER - May/June 2019 - Major Cases
PLANADVISER - May/June 2019 - 49
PLANADVISER - May/June 2019 - Good News for P.R. Plans
PLANADVISER - May/June 2019 - Denial of Benefits
PLANADVISER - May/June 2019 - The Cost of Advising One's Own Plan
PLANADVISER - May/June 2019 - C3
PLANADVISER - May/June 2019 - C4
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https://www.planadviserdigital.com/planadviser/july_august_2021
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