Fund Name/Symbol
S&P Report Category Portfolio Manager
Julius Baer International Equity
BJBIX Foreign Rudolph-Riad Younes
Calamos Growth & Income
CVTRX Convertibles John Calamos Sr./Nick Calamos
Calvert Social Investment Equity
CSIEX Large-cap Blend Daniel Boone III
Dodge & Cox Balanced
DODBX Domestic Hybrid Team Managed
Growth Fund of America
AGTHX Large-cap Growth Team Managed
Legg Mason Value Trust
LMVTX Large-cap Blend Bill Miller/ Nancy Dennin
Managers Bond
MGFIX Intermed. Bond Dan Fuss
TCW Galileo Total Return Bond
TGLMX Intermed. Govt. Barach, Gundlach, Horton
Thornburg Value A
TVAFX Large-cap Blend William Fries

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