Barclays Capital U.S. / Prudential Total Return Fund / Wilshire Associates Incorporated. / Union Bank & Trust / PIMCO Total Return Fund / Strategy Fund PIMCO International StocksPLUS AR Strategy Fund / Northern Bond Index Fund / Wilshire Funds Management / Q (PTRQX) Fund / Vanguard Total Bond Market Index Fund / E1214 Wilshire Associates Inc. / /
Currency
USD / /
Event
Person Communication and Meetings / Employment Change / / /
IndustryTerm
income products / telephone conversation / equity index products / /
MarketIndex
Vanguard Total Bond Market / Northern Bond / Barclays Aggregate Bond / /
Organization
Low Duration Core Plus Full Authority / AR Strategy Fund PIMCO International StocksPLUS AR Strategy Fund / Low Duration Fund / MainStay Total Return Bond Fund / Unconstrained Bond Fund / For StocksPLUS and StocksPLUS Full Authority / /
Person
Bill Gross / Jerome Schneider / Core Plus Michael Lillard / Lou Cohen / Mihir Worah / Dan Ivascyn / Chris Dialynas / Taylor Wagenseil / Portfolio Managers Dan Roberts / Portfolio Managers Richard Piccirillo / Mike Collins / Scott Mather / Saumil Parikh / Mark Kiesel / Mohsen Fahmi / Michael Kimble / Where Bill Gross / Mark Seidner / Mohammed El-Erian / / /
Position
Manager vs. Benchmark Tracking Error Information Ratio Downside Deviation Skewness Kurtosis Alpha Beta Residual Risk / driver / member of the team / Advisor / portfolio manager / Manager Research team / global macro specialist / head / Name Ticker Expense AUM Manager Research Score th Recommendation / Manager Research / Historical Returns Excess Statistics Manager / CIO / incumbent portfolio manager / Manager Research score / /
Memorandum To: CollegeCounts 529 Board From: