Large Blend: Total Returns

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Data through 6/24/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Large Blend 3.85 17.05 5.09 6.54 13.50 8.81
AllianzGI Best Styles US Equity A AABUX 3.79 16.69 5.07 5.26 14.84 ---
AllianzGI Best Styles US Equity Instl ABTLX 3.75 16.80 5.10 5.43 15.05 ---
AllianzGI Best Styles US Equity C ACBUX 3.72 16.29 4.83 4.51 13.99 ---
American Century NT Equity Growth G ACLEX 4.63 18.63 5.21 6.38 15.07 9.02
American Century NT Core Equity Plus G ACNKX 4.20 15.36 3.56 4.70 13.46 7.97
American Century Core Equity Plus C ACPHX 4.01 13.98 2.94 1.93 11.26 6.24
American Century Core Equity Plus I ACPKX 4.03 14.61 3.16 3.11 12.60 7.51
American Century Core Equity Plus A ACPQX 4.05 14.30 3.09 2.66 12.11 7.04
American Century Core Equity Plus Inv ACPVX 4.08 14.49 3.20 2.92 12.37 7.31
American Century Core Equity Plus R ACPWX 4.03 14.21 3.07 2.43 11.81 6.77
Advisory Research All Cap Value ADVGX 2.65 16.10 6.64 10.31 15.69 8.43
American Century Equity Growth C AEYCX 4.50 17.74 4.75 4.49 13.44 7.62
American Century Equity Growth R5 AEYGX 4.60 18.40 5.08 5.76 --- ---
American Century Equity Growth R AEYRX 4.56 18.02 4.91 5.02 14.01 8.16
American Century Sustainable Equity A AFDAX 4.76 19.58 6.91 9.51 16.44 10.24
American Century Sustainable Equity C AFDCX 4.71 19.15 6.72 8.68 15.56 9.41
American Century Sustainable Equity R5 AFDGX 4.80 19.84 7.07 10.00 --- ---
American Century Sustainable Equity Inv AFDIX 4.78 19.71 7.01 9.76 16.72 10.52
American Century Sustainable Equity R AFDRX 4.71 19.41 6.83 9.20 16.13 9.96
American Century Sustainable Equity R6 AFEDX 4.80 --- --- --- --- ---
American Century Sustainable Equity G AFEGX 4.83 --- --- --- --- ---
American Century Sustainable Equity I AFEIX 4.81 19.80 7.03 10.00 16.95 10.73
American Funds Fundamental Invs C AFICX 4.09 14.58 3.62 3.39 13.02 9.05
American Funds Fundamental Invs F1 AFIFX 4.15 14.95 3.80 4.13 13.84 9.84
AAM/Bahl & Gaynor Income Growth A AFNAX 4.28 17.45 7.01 14.61 13.44 9.44
AAM/Bahl & Gaynor Income Growth I AFNIX 4.23 17.52 7.06 14.86 13.72 9.73
AAM/Bahl & Gaynor Income Growth C AFYCX 4.20 16.98 6.81 13.78 12.59 8.60
American Century Sustainable Equity Y AFYDX 4.80 19.92 7.10 10.16 --- ---
Alger Growth & Income Z AGIZX 3.77 15.41 5.29 8.61 14.17 9.72
PGIM Jennison Equity Income C AGOCX 3.69 13.56 3.52 4.82 7.73 4.26
American Funds Invmt Co of Amer C AICCX 3.78 13.85 3.64 3.22 11.23 7.64
American Funds Invmt Co of Amer F1 AICFX 3.84 14.24 3.82 3.95 12.01 8.40
Alger Growth & Income I-2 AIGOX 3.67 15.75 5.67 8.84 14.16 9.63
American Funds Invmt Co of Amer A AIVSX 3.86 14.31 3.86 4.06 12.12 8.51
Alger Growth & Income A ALBAX 3.73 15.20 5.19 8.20 13.78 9.40
Alger Growth & Income C ALBCX 3.67 14.78 5.00 7.37 12.92 8.57
AllianzGI Best Styles US Equity P ALBPX 3.76 16.78 5.12 5.46 15.03 ---
AllianzGI Best Styles US Equity R6 ALSEX 3.79 16.84 5.14 5.55 15.16 ---
Amana Income Investor AMANX 4.41 13.93 4.10 12.10 11.35 7.60
American Century Equity Growth I AMEIX 4.63 18.40 5.11 5.77 14.82 8.92
AAMA Equity AMFEX 3.30 14.52 3.84 5.25 --- ---
Amana Income Institutional AMINX 4.43 14.06 4.18 12.37 11.61 7.87
AlphaMark Large Cap Growth AMLCX 2.88 13.18 2.14 -5.31 10.32 7.10
American Century Adaptive Equity Inv AMVIX 1.45 10.63 0.00 -0.97 13.19 8.58
ALPS/WMC Research Value A AMWAX 2.92 16.21 4.44 3.89 --- ---
ALPS/WMC Research Value C AMWCX 2.85 15.77 4.20 3.09 8.73 5.05
ALPS/WMC Research Value I AMWIX 3.06 16.33 4.53 4.16 9.85 6.11
ALPS/WMC Research Value Inv AMWYX 2.92 16.21 4.44 3.89 9.56 5.84
American Funds Fundamental Invs A ANCFX 4.16 15.00 3.82 4.21 13.92 9.92
AllianzGI PerformanceFee Struct US Eq I APBIX 4.71 20.81 6.42 9.84 --- ---
AllianzGI PerformanceFee Struct US Eq P APBPX 4.71 21.09 6.63 9.91 --- ---
AllianzGI PerformanceFee Struct US Eq R6 APBRX 4.68 21.22 6.70 10.13 --- ---
Pinnacle TrendRating Innovative Eq A APTRX 7.33 18.13 9.21 --- --- ---
American Beacon Alpha Quant Core Instl AQCIX 3.43 8.99 0.29 -3.08 --- ---
American Beacon Alpha Quant Core Inv AQCPX 3.36 8.85 0.19 -3.45 --- ---
American Beacon Alpha Quant Core Y AQCYX 3.34 8.90 0.29 -3.17 --- ---
Columbia Disciplined Core A AQEAX 3.05 14.92 3.40 5.22 14.69 10.10
Archer Stock ARSKX 3.85 15.29 3.96 -2.65 10.17 4.89
Aristotle Value Equity I ARSQX 3.81 18.25 7.57 5.22 --- ---
American Trust Allegiance ATAFX 4.23 16.49 4.35 0.83 11.66 4.39
AQR Large Cap Defensive Style I AUEIX 4.45 19.29 7.31 14.43 15.98 13.70
AQR Large Cap Defensive Style N AUENX 4.41 19.15 7.22 14.14 15.67 13.40
AB Select US Equity A AUUAX 4.41 17.31 6.46 8.01 14.71 10.14
AB Select US Equity C AUUCX 4.36 16.88 6.26 7.28 13.85 9.33
AB Select US Equity I AUUIX 4.40 17.40 6.48 8.30 14.98 10.41
AB Select US Equity K AUUKX 4.40 17.31 6.48 7.98 14.61 10.04
AB Select US Equity R AUURX 4.40 17.17 6.36 7.74 14.38 9.83
AB Select US Equity Advisor AUUYX 4.42 17.49 6.54 8.33 14.99 10.43
American Century Adaptive Equity A AVDAX 1.33 10.51 -0.10 -1.25 --- ---
American Century Adaptive Equity I AVDIX 1.41 10.77 0.00 -0.82 13.41 8.80
American Century Adaptive Equity R6 AVDMX 1.49 10.83 0.10 -0.65 --- ---
American Century Adaptive Equity R AVDRX 1.44 10.43 -0.10 -1.44 --- ---
Ave Maria Rising Dividend AVEDX 4.46 17.25 5.63 8.61 12.68 7.88
CIBC Atlas Disciplined Equity Instl AWEIX 4.53 19.49 7.12 13.26 16.85 11.84
American Funds Washington Mutual A AWSHX 4.10 15.18 5.68 9.24 14.14 9.79
Brown Advisory Equity Income Adv BADAX 4.53 20.24 7.40 12.92 12.99 7.73
Brown Advisory Equity Income Inst BAFDX 4.52 20.42 7.49 13.30 13.44 8.15
iShares Total US Stock Market Idx Inv A BASMX 4.03 18.38 5.29 6.90 14.67 ---
BBH Core Select N BBTEX 4.21 19.53 8.40 11.85 12.84 7.59
BBH Core Select Retail BBTRX 4.19 19.49 8.46 11.50 12.58 7.32
The BeeHive BEEHX 4.92 25.42 8.52 13.66 12.31 5.78
American Century Equity Growth A BEQAX 4.56 18.17 4.98 5.28 14.30 8.43
American Century Equity Growth Inv BEQGX 4.58 18.28 5.03 5.53 14.58 8.70
Brown Advisory Equity Income Inv BIADX 4.60 20.38 7.53 13.21 13.30 8.00
iShares Edge MSCI Min Vol USA Idx Instl BIMVX 4.47 20.04 8.11 19.03 --- ---
BlackRock Impact US Equity Investor A BIRAX 3.55 18.87 5.42 6.76 15.51 ---
BlackRock Impact US Equity Investor C BIRCX 3.51 18.48 5.23 5.96 14.70 ---
BlackRock Impact US Equity Institutional BIRIX 3.62 19.10 5.48 7.07 15.84 ---
BlackRock Impact US Equity K BIRKX 3.62 19.10 5.48 7.04 15.87 ---
iShares Total US Stock Market Idx Instl BITSX 4.02 18.51 5.33 7.14 14.95 ---
iShares Edge MSCI Min Vol USA Idx K BKMVX 4.47 20.05 8.13 19.18 --- ---
iShares Total US Stock Market Idx K BKTSX 4.02 18.52 5.34 7.19 14.99 ---
Beck, Mack & Oliver Partners BMPEX 4.12 17.26 5.25 -4.36 9.75 0.17
UBS US Sustainable Equity A BNEQX 2.00 20.73 4.62 2.57 13.90 8.48
Boyar Value BOYAX 2.09 12.14 5.28 3.15 9.62 7.58
UBS US Sustainable Equity P BPEQX 2.02 20.86 4.69 2.86 14.18 8.75
Bright Rock Quality Large Cap Instl BQLCX 3.95 17.86 6.40 10.97 10.13 8.03
Bright Rock Quality Large Cap Investor BQLIX 3.95 17.80 6.40 10.78 9.83 7.74
iShares Russell 1000 Large-Cap Idx Inv A BRGAX 4.23 18.65 5.46 8.15 14.85 10.17
iShares Russell 1000 Large-Cap Idx K BRGKX 4.27 18.74 5.52 8.46 15.20 10.51
iShares Russell 1000 Large-Cap Idx Instl BRGNX 4.26 18.72 5.49 8.37 15.14 10.46
Bridgeway Blue Chip Index BRLIX 4.38 18.56 6.61 15.15 15.40 11.11
Bretton Fund BRTNX 2.77 19.76 6.96 11.51 15.95 9.78
Smith Group Large Cap Core Growth Instl BSLGX 2.29 12.74 0.68 -1.45 12.97 8.86
Smith Group Large Cap Core Growth Inv BSLNX 2.29 12.61 0.56 -1.78 12.68 8.62
iShares S&P 500 Index Investor A BSPAX 4.35 18.45 5.60 8.73 14.99 10.47
iShares S&P 500 Index Institutional BSPIX 4.37 18.59 5.67 9.01 15.27 10.75
iShares S&P 500 Index Investor P BSPPX 4.35 18.45 5.60 --- --- ---
iShares S&P 500 Index Service BSPSX 4.36 18.52 5.64 8.88 15.14 10.61
iShares S&P 500 Index Investor C1 BSPZX 4.29 18.04 5.41 7.92 14.15 9.67
Boston Trust Equity BTEFX 4.31 18.73 6.84 13.63 15.08 10.26
DWS Equity 500 Index S BTIEX 4.36 18.52 5.63 9.22 15.18 10.60
DWS Equity 500 Index Inst BTIIX 4.37 18.56 5.64 9.27 15.24 10.66
DWS Equity 500 Index R6 BTIRX 4.37 18.55 5.64 9.27 --- ---
Buffalo Dividend Focus BUFDX 3.31 15.67 4.99 6.99 13.02 9.54
Calamos Dividend Growth A CADVX 4.41 18.18 5.76 8.81 14.45 7.95
Castle Focus C CASTX 2.75 9.90 3.46 2.98 5.58 3.93
SEI Catholic Values Equity F (SCVT) CAVAX 3.86 17.55 4.03 2.06 13.91 ---
SEI Catholic Values Equity Y (SCVT) CAVYX 3.87 17.60 4.13 2.16 14.02 ---
Columbia Contrarian Core R CCCRX 4.09 19.15 5.47 7.38 12.62 9.07
Calamos Dividend Growth C CCDVX 4.34 17.74 5.55 8.02 13.63 7.14
Columbia Large Cap Enhanced Core R CCERX 3.34 14.54 3.07 4.21 14.17 9.53
Columbia Disciplined Core Inst3 CCQYX 3.03 15.12 3.55 5.56 15.07 ---
Columbia Disciplined Core Inst CCRZX 3.11 15.13 3.55 5.47 14.98 10.39
Copeland Risk Managed Dividend Gr C CDCRX 1.15 5.51 2.80 -1.14 8.03 3.72
Crawford Dividend Growth C CDGCX 4.26 18.11 6.74 11.23 11.63 6.20
Crawford Dividend Growth I CDGIX 4.31 18.76 7.01 12.37 12.73 7.26
Copeland Risk Managed Dividend Gr A CDGRX 1.26 5.89 2.94 -0.38 8.82 4.49
Copeland Risk Managed Dividend Gr I CDIVX 1.35 6.03 3.13 -0.30 8.98 4.67
Columbia Large Cap Enhanced Core Adv CECFX 3.41 14.85 3.23 4.77 14.75 ---
Columbia Large Cap Enhanced Core Inst3 CECYX 3.37 14.89 3.24 4.91 14.89 10.23
Second Nature Thematic Growth A CEGSX 3.37 15.49 7.63 --- --- ---
Second Nature Thematic Growth I CEGYX 3.46 15.80 7.82 --- --- ---
Pioneer Core Equity R CERPX 3.80 18.49 5.02 --- --- ---
Clipper CFIMX 2.45 15.96 3.78 -2.47 11.48 8.42
American Funds Fundamental Invs 529A CFNAX 4.15 14.94 3.79 4.12 13.83 9.82
American Funds Fundamental Invs 529C CFNCX 4.10 14.56 3.61 3.36 12.97 8.98
American Funds Fundamental Invs 529E CFNEX 4.13 14.83 3.73 3.90 13.57 9.57
American Funds Fundamental Invs 529F1 CFNFX 4.16 15.09 3.85 4.37 14.08 10.07
Catalyst Growth of Income A CGGAX -0.21 7.92 -0.42 -2.02 9.32 4.96
Catalyst Growth of Income C CGGCX -0.33 7.46 -0.64 -2.83 8.51 4.18
Catalyst Growth of Income I CGGIX -0.21 8.24 -0.40 -1.59 9.78 5.32
CGM Focus CGMFX 3.28 -12.62 -6.17 -22.36 1.83 -2.52
CGM Realty CGMRX 4.40 11.20 2.72 -2.62 8.82 5.87
Invesco Charter R6 CHFTX 3.65 18.36 5.21 6.00 9.90 5.04
Invesco Charter R CHRRX 3.56 17.94 5.02 5.30 9.19 4.34
Invesco Charter S CHRSX 3.65 18.23 5.16 5.70 9.58 4.72
Invesco Charter C CHTCX 3.54 17.72 4.96 4.81 8.65 3.84
Invesco Charter A CHTRX 3.65 18.14 5.16 5.64 9.46 4.62
Invesco Charter R5 CHTVX 3.70 18.34 5.26 5.98 9.83 4.96
Invesco Charter Y CHTYX 3.64 18.30 5.20 5.87 9.74 4.88
American Funds Invmt Co of Amer 529A CICAX 3.85 14.24 3.82 3.95 12.02 8.40
American Funds Invmt Co of Amer 529C CICCX 3.80 13.86 3.63 3.19 11.18 7.58
American Funds Invmt Co of Amer 529E CICEX 3.83 14.10 3.74 3.69 11.75 8.14
American Funds Invmt Co of Amer 529F CICFX 3.88 14.36 3.88 4.21 12.27 8.64
Calamos Dividend Growth I CIDVX 4.39 18.23 5.84 9.09 14.74 8.22
Calvert US Large Cap Core Rspnb Idx I CISIX 4.51 19.30 6.01 10.09 15.71 11.08
Columbia Disciplined Core Adv CLCQX 3.10 15.06 3.54 5.45 14.95 10.39
Columbia Select Large Cap Equity Inst2 CLCRX 3.90 18.30 5.35 8.38 15.74 11.22
Columbia Select Large Cap Equity Inst3 CLEYX 3.94 18.33 5.38 8.44 --- ---
Columbia Large Cap Enhanced Core Inst2 CLNCX 3.39 14.86 3.21 4.84 14.85 ---
Columbia Large Cap Index Inst3 CLPYX 4.35 18.56 5.63 8.85 --- ---
Columbia Disciplined Core R CLQRX 2.97 14.73 3.32 4.95 14.40 9.83
Columbia Select Large Cap Equity Adv CLSRX 3.88 18.18 5.38 8.29 --- ---
Columbia Large Cap Index Inst2 CLXRX 4.36 18.54 5.64 8.86 15.14 10.64
Principal Capital Appreciation C CMNCX 4.25 19.16 7.00 10.17 14.14 9.44
Principal Capital Appreciation A CMNWX 4.33 19.67 7.22 11.10 15.09 10.35
The Cook & Bynum COBYX 3.00 9.82 1.95 -1.30 2.78 2.41
Columbia Contrarian Core Inst2 COFRX 4.11 19.44 5.62 8.00 13.28 9.73
Columbia Contrarian Core Inst3 COFYX 4.15 19.48 5.66 8.05 13.36 9.79
Coho Relative Value Equity Institutional COHIX 2.61 9.84 1.65 2.69 9.68 8.03
Coho Relative Value Equity Advisor COHOX 2.61 9.70 1.58 2.52 9.52 7.90
Columbia Contrarian Core Adv CORRX 4.10 19.42 5.62 7.89 13.18 9.61
Pinnacle TrendRating Innovative Eq C CPTRX 7.23 18.13 9.21 --- --- ---
CRM All Cap Value Inst CRIEX 3.03 16.69 2.74 -2.23 9.84 6.89
CRM Large Cap Opportunity Instl CRIGX 1.95 16.97 1.01 0.64 9.02 6.93
CRM All Cap Value Inv CRMEX 2.96 16.58 2.65 -2.58 9.57 6.61
CRM Large Cap Opportunity Inv CRMGX 2.07 17.00 1.02 0.54 8.79 6.70
Calvert US Large Cap Core Rspnb Idx A CSXAX 4.45 19.09 5.95 9.72 15.30 10.65
Calvert US Large Cap Core Rspnb Idx C CSXCX 4.38 18.67 5.73 8.90 14.44 9.81
Calvert US Large Cap Core Rspnb Idx R6 CSXRX 4.47 19.27 6.02 10.08 --- ---
Victory US 500 Enh Vol Wtd Idx A CUHAX 3.88 10.98 6.02 -2.44 10.99 7.73
Victory US 500 Enh Vol Wtd Idx C CUHCX 3.83 10.51 5.78 -3.19 10.14 6.90
Victory US 500 Enh Vol Wtd Idx I CUHIX 3.95 11.03 6.08 -2.20 11.25 7.98
Calamos Opportunistic Value A CVAAX 3.80 14.11 4.11 4.46 11.86 5.87
Calamos Opportunistic Value C CVACX 3.74 13.74 3.92 3.71 11.06 5.08
Calamos Opportunistic Value I CVAIX 3.84 14.23 4.23 4.73 12.14 6.13
American Funds Washington Mutual 529A CWMAX 4.09 15.15 5.65 9.15 14.06 9.69
American Funds Washington Mutual 529C CWMCX 4.01 14.75 5.47 8.36 13.20 8.86
American Funds Washington Mutual 529E CWMEX 4.05 15.04 5.60 8.90 13.79 9.43
American Funds Washington Mutual 529F1 CWMFX 4.11 15.27 5.71 9.42 14.31 9.94
Zacks All-Cap Core Institutional CZOVX 4.33 18.19 6.40 7.90 13.80 9.38
BNY Mellon Disciplined Stock Fund DDSTX 3.31 15.77 4.28 4.58 13.92 9.59
DFA Enhanced US Large Company I DFELX 4.60 20.08 6.01 10.16 15.36 10.82
DFA US Core Equity 1 I DFEOX 3.76 17.26 4.72 3.19 14.20 9.11
Davidson Multi-Cap Equity A DFMAX 3.65 16.56 4.12 6.45 12.22 7.79
Davidson Multi-Cap Equity I DFMIX 3.69 16.72 4.16 6.74 12.50 8.06
DFA US Core Equity 2 I DFQTX 3.38 16.34 4.30 1.09 13.08 7.92
DFA US Sustainability Core 1 DFSIX 3.87 18.79 5.78 4.94 15.31 9.57
DFA T.A. US Core Equity 2 I DFTCX 3.44 16.53 4.56 1.37 13.18 8.10
DFA US Social Core Equity 2 Portfolio DFUEX 3.40 17.13 4.49 0.90 13.64 7.66
DFA US Large Company I DFUSX 4.39 18.63 5.66 9.00 15.32 10.79
BNY Mellon Appreciation Investor DGAGX 4.47 21.30 7.57 11.19 15.35 8.79
BNY Mellon Appreciation I DGIGX 4.50 21.47 7.64 11.47 --- ---
BNY Mellon Appreciation Y DGYGX 4.52 21.51 7.64 11.56 15.72 9.16
Centre American Select Equity Inv DHAMX 3.73 12.32 2.26 1.68 11.58 7.90
Centre American Select Equity Instl DHANX 3.79 12.65 2.43 2.17 11.94 8.16
Diamond Hill All Cap Select I DHLTX -0.48 13.52 2.63 -3.31 12.91 6.54
Diamond Hill All Cap Select A DHTAX -0.56 13.37 2.50 -3.59 12.56 6.24
Diamond Hill All Cap Select C DHTCX -0.60 12.94 2.30 -4.32 11.74 5.44
Diamond Hill All Cap Select Y DHTYX -0.48 13.58 2.62 -3.23 13.03 6.66
Domini Impact Equity Institutional DIEQX 4.80 19.03 5.90 6.98 12.95 6.70
Dana Large Cap Equity Investor DLCEX 3.71 18.53 6.28 5.42 14.09 8.47
Dana Large Cap Equity Institutional DLCIX 3.68 18.62 6.30 5.61 14.35 8.74
Davis NY Venture Y DNVYX 2.91 16.83 3.27 -1.59 13.10 8.28
BNY Mellon Tax Managed Growth C DPTAX 4.17 20.58 6.86 9.76 13.65 7.21
BNY Mellon Tax Managed Growth I DPTRX 4.24 21.11 7.13 10.94 14.80 8.30
Dearborn Partners Rising Dividend A DRDAX 5.09 19.00 6.71 17.45 12.03 9.10
Dearborn Partners Rising Dividend C DRDCX 5.05 18.62 6.53 16.56 11.18 8.29
Dearborn Partners Rising Dividend I DRDIX 5.08 19.12 6.76 17.64 12.26 9.36
BNY Mellon Sust US Equity I DRTCX 4.93 21.02 7.73 14.05 14.39 8.42
BNY Mellon Sustainable US Eq Fd Z DRTHX 4.94 20.93 7.64 13.97 14.25 8.30
Domini Impact Equity Investor DSEFX 4.79 18.89 5.79 6.66 12.55 6.33
Domini Impact Equity A DSEPX 4.77 18.83 5.77 6.63 12.55 6.29
Domini Impact Equity R DSFRX 4.78 19.05 5.88 6.92 12.88 6.63
BNY Mellon Instl S&P 500 Stk Idx I DSPIX 4.36 18.59 5.65 8.91 15.17 10.64
BNY Mellon Sust US Equity A DTCAX 4.89 20.85 7.66 13.76 14.06 8.09
BNY Mellon Sust US Equity C DTCCX 4.78 20.47 7.40 12.86 13.21 7.28
BNY Mellon Sust US Equity Y DTCYX 4.94 21.06 7.74 14.07 --- ---
DFA Tax-Managed US Eq DTMEX 4.17 18.27 5.37 6.91 15.12 10.24
BNY Mellon Tax Managed Growth A DTMGX 4.21 21.01 7.09 10.61 14.50 8.03
DFA US Hi Relatv Profitability Instl DURPX 4.84 19.49 5.99 8.66 --- ---
DFA US Large Cap Equity Institutional DUSQX 4.26 18.57 5.56 6.97 15.11 9.82
Eaton Vance Stock A EAERX 4.10 22.55 7.70 10.78 14.16 9.95
Eaton Vance Focused Value Opps A EAFVX 2.94 18.82 7.05 9.27 13.68 8.19
MFS Massachusetts Investors Tr 529A EAMTX 4.67 21.38 7.62 12.04 16.01 10.47
First Eagle US Value R3 EARVX 4.77 13.58 3.45 5.39 --- ---
MFS Massachusetts Investors Tr 529B EBMTX 4.60 20.92 7.42 11.77 15.40 9.86
Eaton Vance Stock C ECERX 3.97 22.11 7.47 9.88 13.30 9.12
Eaton Vance Focused Value Opps C ECFVX 2.87 18.47 6.91 8.50 12.86 7.41
MFS Massachusetts Investors Tr 529C ECITX 4.60 20.93 7.41 11.18 15.13 9.63
Eaton Vance Dividend Builder C ECTMX 3.90 17.66 5.88 8.51 11.83 8.43
Wells Fargo Large Cap Core A EGOAX 4.80 15.63 3.44 1.12 14.69 8.68
Wells Fargo Large Cap Core C EGOCX 4.77 15.22 3.27 0.37 13.83 7.88
Wells Fargo Large Cap Core R EGOHX 4.85 15.54 3.38 0.90 14.40 ---
Wells Fargo Large Cap Core Inst EGOIX 4.88 15.87 3.53 1.52 15.17 9.18
Wells Fargo Large Cap Core R6 EGORX 4.89 15.89 3.59 1.57 16.32 ---
Eaton Vance Stock I EIERX 4.09 22.69 7.76 11.03 14.44 10.22
Eaton Vance Focused Value Opps I EIFVX 2.93 19.00 7.16 9.57 13.99 8.48
Eaton Vance Dividend Builder I EIUTX 3.95 18.16 6.12 9.55 12.92 9.52
Wells Fargo Classic Value fund A EIVAX 4.12 19.89 7.50 10.68 12.96 7.83
Wells Fargo Classic Value Fund C EIVCX 3.98 19.43 7.27 9.84 12.11 7.01
Wells Fargo Classic Value Fund Admin EIVDX 4.07 19.89 7.53 10.80 13.10 7.99
Wells Fargo Classic Value Fund R6 EIVFX 4.10 20.17 7.63 12.06 13.76 8.39
Wells Fargo Classic Value Fund Inst EIVIX 4.09 20.07 7.54 11.09 13.40 8.27
Wells Fargo Classic Value Fund R EIVTX 4.09 19.72 7.44 10.42 12.67 7.54
Dana Epiphany ESG Equity Inv ESGAX 3.98 17.04 5.60 3.79 12.82 7.05
Dana Epiphany ESG Equity Inst ESGIX 4.07 17.15 5.74 4.04 12.78 6.58
Essential 40 Stock I ESSIX 4.11 13.54 3.32 3.73 6.59 2.67
Wells Fargo Disciplined US Core A EVSAX 4.10 16.18 4.29 4.45 12.71 9.46
Wells Fargo Disciplined US Core R EVSHX 4.06 16.01 4.25 4.21 12.42 ---
Wells Fargo Disciplined US Core Inst EVSIX 4.16 16.35 4.41 4.83 13.11 9.88
Wells Fargo Disciplined US Core R6 EVSRX 4.17 16.46 4.42 4.97 13.20 ---
Wells Fargo Disciplined US Core C EVSTX 4.00 15.72 4.07 3.68 11.87 8.64
Wells Fargo Disciplined US Core Admin EVSYX 4.16 16.25 4.35 4.57 12.84 9.60
Eaton Vance Dividend Builder A EVTMX 3.99 18.08 6.05 9.34 12.65 9.26
Fidelity Advisor® Dividend Growth A FADAX 2.57 14.15 3.25 6.12 11.78 7.35
Fidelity Advisor® Large Cap A FALAX 2.69 16.15 3.01 2.62 13.73 7.65
Fidelity Advisor® Large Cap M FALGX 2.63 15.97 2.95 2.35 13.43 7.37
Fidelity Advisor® Large Cap I FALIX 2.68 16.30 3.09 2.90 14.04 7.93
Fiera Capital Equity Allc Bel Air Adv FCEAX 3.85 14.10 1.94 --- --- ---
Fidelity® Large Cap Stock K6 FCLKX 2.73 16.10 3.01 3.16 --- ---
Strategic Advisers® Core FCSAX 3.99 18.53 5.36 7.29 15.38 9.93
Strategic Advisers® Fidelity US TtlStk FCTDX 3.51 17.41 4.56 4.04 --- ---
Fidelity Advisor® Capital Development C FDECX 2.56 15.33 2.64 1.63 12.41 6.61
Fidelity Advisor® Capital Development I FDEIX 2.75 16.00 3.03 2.83 13.68 7.82
Fidelity® Disciplined Equity K FDEKX 5.10 19.91 7.36 6.03 12.72 8.29
Fidelity® Disciplined Equity FDEQX 5.09 19.88 7.34 5.93 12.61 8.18
Fidelity Advisor® Diversified Stock O FDESX 4.37 17.79 5.51 3.41 15.97 8.90
Fidelity Advisor® Capital Development O FDETX 2.70 16.08 3.04 2.98 13.85 7.98
Fidelity® Flex 500 Index FDFIX 4.31 18.61 5.63 9.01 --- ---
Fidelity Advisor® Dividend Growth C FDGCX 2.53 13.73 3.04 5.30 10.92 6.54
Fidelity® Dividend Growth FDGFX 2.62 14.38 3.36 6.18 12.06 7.65
Fidelity Advisor® Dividend Growth I FDGIX 2.66 14.34 3.37 6.43 12.06 7.61
Fidelity® Dividend Growth K FDGKX 2.63 14.44 3.40 6.30 12.20 7.77
Fidelity Advisor® Dividend Growth M FDGTX 2.58 14.08 3.20 5.85 11.51 7.10
Fidelity Advisor® Diversified Stock C FDTCX 4.27 17.04 5.16 2.11 14.52 7.53
Fidelity Advisor® Diversified Stock M FDTEX 4.33 17.39 5.33 2.69 15.13 8.11
Fidelity Advisor® Diversified Stock I FDTIX 4.33 17.67 5.47 3.23 15.80 8.77
Fidelity Advisor® Diversified Stock A FDTOX 4.37 17.64 5.46 3.09 15.59 8.53
Fidelity Advisor® Capital Development A FDTTX 2.66 15.91 2.88 2.62 13.51 7.66
Fidelity Advisor® Capital Development M FDTZX 2.60 15.64 2.75 2.10 12.90 7.07
First Eagle US Value A FEVAX 4.79 13.69 3.56 5.54 9.58 5.91
First Eagle US Value C FEVCX 4.79 13.30 3.38 4.80 8.77 5.12
First Eagle US Value I FEVIX 4.87 13.88 3.67 5.90 9.90 6.20
First Eagle US Value R6 FEVRX 4.87 13.88 3.67 5.93 --- ---
Fidelity® Export and Multinational K FEXKX 2.70 13.96 3.21 5.89 11.91 8.56
Fidelity® Export and Multinational FEXPX 2.69 13.99 3.20 5.79 11.80 8.43
American Funds Invmt Co of Amer F3 FFICX 3.87 14.44 3.90 4.32 --- ---
Fidelity® Growth & Income K FGIKX 2.62 15.50 3.40 3.64 13.17 7.90
Fidelity Advisor® Growth & Income I FGIOX 2.61 15.65 3.37 3.46 12.95 7.70
Fidelity Advisor® Growth & Income A FGIRX 2.59 15.46 3.29 3.17 12.65 7.41
Fidelity Advisor® Growth & Income M FGITX 2.54 15.34 3.20 2.92 12.37 7.14
Fidelity Advisor® Growth & Income C FGIUX 2.53 15.04 3.10 2.37 11.80 6.60
Fidelity Advisor® Growth & Income Z FGIZX 2.64 15.72 3.40 3.60 --- ---
Fidelity® Series Large Cap Stock FGLGX 2.76 15.87 3.17 3.81 13.32 7.87
Fidelity Advisor® Mega Cap Stock C FGRCX 3.06 15.30 3.63 4.72 12.65 7.25
Fidelity® Growth & Income FGRIX 2.62 15.43 3.38 3.53 13.04 7.78
Fidelity® Mega Cap Stock FGRTX 3.23 15.91 3.92 5.84 13.81 8.34
Fidelity Advisor® Mega Cap Stock A FGTAX 3.20 15.79 3.90 5.55 13.54 8.04
Fidelity Advisor® Large Cap Z FIDLX 2.68 16.39 3.12 3.04 --- ---
Fidelity® Founders FIFNX 5.17 --- 6.49 --- --- ---
Fidelity Advisor® Founders A FIFOX 5.17 --- 6.40 --- --- ---
Fidelity Advisor® Founders M FIFPX 5.18 --- 6.30 --- --- ---
Fidelity Advisor® Founders C FIFQX 5.09 --- 6.21 --- --- ---
Fidelity Advisor® Founders I FIFVX 5.17 --- 6.49 --- --- ---
Fidelity Advisor® Founders Z FIFWX 5.26 --- 6.59 --- --- ---
American Funds Fundamental Invs F2 FINFX 4.18 15.12 3.87 4.42 14.14 10.13
Federated Max-Cap Index Instl FISPX 4.28 18.36 5.54 8.81 15.12 10.59
Fidelity® U.S. Sustainability Index FITLX 4.19 18.52 5.85 10.59 --- ---
Fidelity Advisor® Large Cap C FLCCX 2.63 15.72 2.83 1.87 12.88 6.83
Fidelity® Large Cap Core Enhanced Index FLCEX 4.01 15.91 4.65 7.20 14.99 10.04
Fidelity® SAI US Large Cap Index FLCPX 4.34 18.61 5.66 9.08 15.37 ---
Fidelity® Large Cap Stock FLCSX 2.76 16.24 3.10 2.84 13.88 7.87
Nuveen Large Cap Select A FLRAX 3.85 16.15 5.49 1.50 16.40 10.08
Nuveen Large Cap Select I FLRYX 3.85 16.27 5.52 1.72 16.68 10.35
Nuveen Large Cap Select C FLYCX 3.78 15.72 5.27 0.73 15.53 9.26
FMI Large Cap FMIHX 4.20 16.54 6.87 8.78 13.97 9.14
Fidelity® New Millennium FMILX 3.18 17.46 5.68 3.75 14.40 8.02
FMI Large Cap Institutional FMIQX 4.21 16.63 6.93 8.95 --- ---
Federated Max-Cap Index R FMXKX 4.19 17.88 5.26 7.97 14.25 9.76
Federated Max-Cap Index Svc FMXSX 4.17 18.16 5.41 8.44 14.77 10.26
Fidelity ZERO Large Cap Index FNILX 4.48 18.89 5.77 --- --- ---
Fort Pitt Capital Total Return FPCGX 4.08 15.23 3.07 6.69 15.66 9.39
FPA US Value FPPFX 4.18 21.27 6.03 5.95 8.51 4.19
Franklin Rising Dividends Adv FRDAX 5.85 20.83 7.29 13.05 14.32 10.06
Franklin Rising Dividends A FRDPX 5.82 20.66 7.21 12.74 14.03 9.78
Franklin Rising Dividends R FRDRX 5.81 20.53 7.16 12.47 13.75 9.50
Franklin Rising Dividends C FRDTX 5.75 20.25 7.00 11.92 13.18 8.95
Franklin Rising Dividends R6 FRISX 5.85 20.88 7.32 13.10 14.44 10.19
Fidelity® Total Market Index FSKAX 4.04 18.47 5.28 7.08 15.06 10.28
Fidelity® SAI US LowVolatility Idx FSUVX 4.06 18.09 7.03 17.20 13.57 ---
Fidelity Advisor® Mega Cap Stock M FTGRX 3.14 15.64 3.76 5.23 13.22 7.78
Fidelity Advisor® Mega Cap Stock I FTRIX 3.23 15.90 3.91 5.79 13.83 8.35
Fuller & Thaler Behvrll Uncnstd Eq R6 FTZFX 5.64 20.11 4.04 --- --- ---
Fuller & Thaler Behvrll Uncnstd Eq Instl FTZIX 5.64 20.01 4.00 --- --- ---
American Funds Fundamental Invs F3 FUNFX 4.18 15.17 3.89 4.52 --- ---
Fidelity® VIP Total Mkt Idx Service FVIUX 4.00 --- --- --- --- ---
American Funds Washington Mutual F3 FWMIX 4.12 15.34 5.76 9.55 --- ---
Fidelity® 500 Index FXAIX 4.39 18.66 5.69 9.09 15.37 10.85
Fidelity Advisor® Diversified Stock Z FZACX 4.41 17.77 5.53 3.41 15.96 8.87
Fidelity Advisor® Dividend Growth Z FZADX 2.62 14.37 3.37 6.53 12.21 7.79
Fidelity Advisor® Mega Cap Stock Z FZALX 3.24 15.99 3.93 5.98 13.99 8.51
Fidelity ZERO Total Market Index FZROX 4.10 18.45 5.26 --- --- ---
Gabelli Asset AAA GABAX 3.71 14.81 4.67 4.21 11.36 6.11
Gabelli Equity Income AAA GABEX 2.84 14.46 3.35 2.32 8.30 4.57
Gabelli Asset I GABIX 3.73 14.95 4.73 4.49 11.65 6.38
Gotham Index Plus All-Cap Institutional GANDX 5.05 14.33 4.22 4.06 --- ---
Gabelli Asset A GATAX 3.71 14.81 4.66 4.21 11.37 6.11
Gabelli Asset C GATCX 3.65 14.38 4.45 3.43 10.53 5.32
US Global Investors All American Eq GBTFX 2.13 9.74 4.44 -0.45 3.56 0.88
Gabelli Equity Income A GCAEX 2.86 14.50 3.37 2.33 8.31 4.56
Gabelli Equity Income C GCCEX 2.73 14.02 3.07 1.54 7.48 3.78
Nationwide Dynamic US Growth C GCGRX 5.52 22.02 7.02 8.76 17.11 10.89
Gabelli Equity Income I GCIEX 2.85 14.57 3.38 2.55 8.57 4.82
Goldman Sachs US Tax-Managed Eq A GCTAX 3.39 15.08 3.43 0.36 12.50 7.80
Goldman Sachs US Tax-Managed Eq C GCTCX 3.30 14.67 3.21 -0.40 11.65 6.99
Goldman Sachs US Tax-Managed Eq Instl GCTIX 3.39 15.25 3.52 0.73 12.93 8.23
Goldman Sachs US Tax-Managed Eq R6 GCTRX 3.42 15.29 3.51 0.72 --- ---
Goldman Sachs US Tax-Managed Eq Svc GCTSX 3.41 15.02 3.41 0.26 12.37 7.69
Sit Global Dividend Growth I GDGIX 3.81 16.16 5.96 7.98 10.49 5.52
Sit Global Dividend Growth S GDGSX 3.81 16.11 5.91 7.70 10.25 5.27
Gotham Enhanced 500 Plus Institutional GEFPX 3.67 13.41 3.39 7.26 --- ---
Gotham Enhanced Index Plus Institutional GENDX 4.37 14.60 3.57 5.41 --- ---
Gotham Enhanced 500 Institutional GENFX 3.35 8.21 1.38 3.77 14.76 ---
GuideStone Funds Equity Index Instl GEQYX 4.50 18.75 5.88 9.21 15.62 10.86
GuideStone Funds Equity Index Investor GEQZX 4.44 18.61 5.83 8.91 15.31 10.58
GE RSP US Equity GESSX 4.49 18.87 6.06 10.02 15.86 9.77
Golub Group Equity GGEFX 3.74 15.44 3.92 4.21 11.43 7.26
Nationwide Dynamic US Growth R GGFRX 5.62 22.27 7.27 9.18 17.64 11.46
Goldman Sachs US Eq Div and Premium R6 GIDWX 3.31 15.29 4.24 5.51 --- ---
GuideMark® Large Cap Core Institutional GILGX 3.72 17.13 4.20 4.63 13.54 9.65
Guggenheim StylePlus - Large Core Instl GILIX 4.21 17.61 5.09 6.53 14.66 10.49
Gotham Index Plus Institutional GINDX 3.55 8.54 3.26 4.60 15.96 ---
Great Lakes Disciplined Equity Instl GLDNX 5.12 19.35 5.67 7.85 13.79 9.74
GMO US Equity VI GMCQX 4.59 17.26 5.32 4.19 12.44 8.31
Goldman Sachs Rising Dividend Gr P GMHPX 3.45 17.30 5.22 6.59 --- ---
Gotham Master Index Plus Institutional GMIDX 4.47 14.61 4.08 5.96 --- ---
GuideMark® Large Cap Core Service GMLGX 3.67 16.80 4.04 4.02 12.90 9.03
GMO US Equity III GMUEX 4.55 17.21 5.28 4.06 12.32 8.21
Gotham Index Plus Investor GNNDX 3.49 8.41 3.20 4.34 --- ---
Nationwide R GNWRX 3.64 18.55 4.70 6.83 13.82 8.79
Green Owl Intrinsic Value GOWLX 4.48 18.24 6.91 4.37 15.13 7.61
Victory RS Large Cap Alpha A GPAFX 2.67 18.25 5.32 4.13 12.80 7.51
GMO Quality IV GQEFX 4.63 18.53 5.45 14.19 17.79 12.74
GMO Quality III GQETX 4.68 18.51 5.46 14.19 17.75 12.70
Goldman Sachs US Tax-Managed Eq Inv GQIRX 3.42 15.24 3.51 0.59 12.76 8.06
GMO Quality VI GQLOX 4.68 18.56 5.50 14.30 17.87 12.80
GMO Quality Series PS GQPSX 4.67 18.12 5.36 13.84 --- ---
GMO Quality Series R6 GQURX 4.58 18.14 5.36 13.77 --- ---
Victory Diversified Stock R GRINX 3.46 15.78 5.13 0.70 10.50 5.90
Nationwide S&P 500 Index Instl Svc GRISX 4.35 18.40 5.56 8.58 14.87 10.40
Nationwide S&P 500 Index A GRMAX 4.33 18.34 5.54 8.43 14.69 10.20
Nationwide S&P 500 Index C GRMCX 4.28 17.99 5.39 7.76 13.98 9.50
Nationwide S&P 500 Index R6 GRMIX 4.40 18.57 5.67 8.90 15.20 10.68
Nationwide S&P 500 Index R GRMRX 4.31 18.26 5.46 8.26 14.47 9.95
Nationwide S&P 500 Index Svc GRMSX 4.33 18.35 5.48 8.46 14.70 10.22
Goldman Sachs US Tax-Managed Eq P GSDPX 3.42 15.28 3.55 0.76 --- ---
Goldman Sachs US Equity Insights Instl GSELX 3.68 15.87 3.32 2.82 14.59 9.85
Goldman Sachs US Equity Insights P GSEPX 3.68 15.88 3.32 2.82 --- ---
Goldman Sachs US Equity Insights Svc GSESX 3.63 15.60 3.18 2.29 14.02 9.30
Goldman Sachs US Equity Insights R6 GSEUX 3.68 15.88 3.32 2.81 14.60 ---
Goldman Sachs US Eq Div and Premium P GSFPX 3.31 15.19 4.16 5.51 --- ---
Goldman Sachs US Eq Div and Premium A GSPAX 3.23 14.96 4.07 5.06 10.66 8.32
Gotham Enhanced S&P 500 Index Instl GSPFX 4.01 17.03 4.38 8.24 --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX 3.31 15.18 4.16 5.48 11.11 8.73
Goldman Sachs US Eq Div and Premium C GSPQX 3.24 14.67 3.92 4.35 9.86 7.52
Goldman Sachs Rising Dividend Gr A GSRAX 3.34 17.11 5.07 6.15 10.74 6.27
Goldman Sachs Rising Dividend Gr C GSRCX 3.29 16.64 4.89 5.37 9.91 5.40
Goldman Sachs Rising Dividend Gr R6 GSRFX 3.45 17.32 5.24 6.59 --- ---
Goldman Sachs Rising Dividend Gr Inv GSRIX 3.36 17.23 5.13 6.41 11.01 6.44
Goldman Sachs Rising Dividend Gr Instl GSRLX 3.45 17.30 5.21 6.57 11.18 6.59
Goldman Sachs Rising Dividend Gr R GSRRX 3.36 17.00 5.02 5.92 10.48 5.90
Goldman Sachs US Equity Insights A GSSQX 3.65 15.67 3.21 2.40 14.14 9.41
Goldman Sachs US Equity Insights R GSURX 3.61 15.52 3.14 2.15 13.86 9.14
Goldman Sachs US Equity Insights C GSUSX 3.58 15.24 3.01 1.68 13.31 8.60
Goldman Sachs US Equity Insights Inv GSUTX 3.68 15.81 3.27 2.67 14.44 9.69
Glenmede Strategic Equity GTCEX 4.33 18.57 5.71 7.92 15.21 11.05
Glenmede Quant US Large Cap Core EqInstl GTLIX 3.15 12.68 3.56 1.68 13.28 ---
Glenmede Quant US Large Cap Core Eq GTLOX 3.15 12.59 3.51 1.51 13.05 9.46
Nationwide C GTRCX 3.69 18.42 4.73 6.61 13.46 8.44
Goldman Sachs US Eq Div and Premium Inv GVIRX 3.31 15.24 4.21 5.35 10.97 8.59
Hartford Core Equity A HAIAX 3.62 19.44 6.40 11.29 14.96 11.74
Hartford Core Equity R6 HAITX 3.67 19.65 6.52 11.70 15.38 ---
Haverford Quality Growth Stock HAVGX 4.33 17.99 7.29 8.54 12.15 7.77
Harbor Large Cap Value Instl HAVLX 3.98 18.52 7.77 5.92 14.68 10.19
Hartford Disciplined Equity HLS IB HBGIX 3.68 19.57 6.42 11.15 14.84 11.74
Hartford Capital Appreciation C HCACX 4.42 21.91 7.25 8.00 14.70 8.07
Hartford Capital Appreciation F HCAFX 4.49 22.54 7.52 9.20 --- ---
Hartford Capital Appreciation Y HCAYX 4.50 22.51 7.52 9.18 15.96 9.26
HCM Tactical Growth Investor HCMDX 2.64 6.32 -2.51 -11.54 16.27 ---
HCM Tactical Growth A HCMGX 2.72 6.66 -2.29 -10.88 17.15 ---
HCM Tactical Growth I HCMIX 2.72 6.65 -2.28 -10.88 17.14 ---
HCM Tactical Growth R HCMSX 2.72 6.65 -2.28 -10.88 17.14 ---
Hodges Blue Chip Equity Income Retail HDPBX 4.24 17.83 5.89 5.53 13.07 7.94
Hartford Core Equity C HGICX 3.58 19.02 6.25 10.48 14.12 10.93
Hartford Core Equity F HGIFX 3.68 19.65 6.53 11.74 --- ---
Hartford Core Equity I HGIIX 3.68 19.61 6.53 11.65 15.26 ---
Hartford Core Equity R3 HGIRX 3.60 19.23 6.34 10.92 14.57 11.38
Hartford Core Equity R4 HGISX 3.64 19.43 6.44 11.30 14.95 11.74
Hartford Core Equity R5 HGITX 3.65 19.62 6.51 11.60 15.27 12.06
Hartford Core Equity Y HGIYX 3.67 19.65 6.52 11.67 15.34 12.12
Hartford Disciplined Equity HLS IA HIAGX 3.70 19.72 6.48 11.48 15.12 12.02
Hartford Stock HLS IB HIBSX 4.35 21.34 8.53 17.77 14.93 11.22
Harbor Large Cap Value Inv HILVX 3.94 18.41 7.69 5.54 14.29 9.77
JPMorgan Equity Index I HLEIX 4.36 18.53 5.63 8.84 15.13 10.63
Harbor Large Cap Value Retirement HNLVX 3.98 18.68 7.84 6.00 14.79 ---
Harbor Large Cap Value Admin HRLVX 3.91 18.44 7.62 5.64 14.39 9.89
Hartford Stock HLS IA HSTAX 4.36 21.49 8.60 18.05 15.22 11.50
Homestead Stock Index HSTIX 4.34 18.37 5.54 8.45 14.72 10.25
Voya Corporate Leaders 100 A IACLX 3.56 16.09 4.67 7.01 12.76 8.47
Voya Growth and Income Port A IAVGX 4.36 17.75 7.13 10.01 13.64 8.41
American Funds Invmt Co of Amer F2 ICAFX 3.85 14.36 3.88 4.22 12.31 8.69
Voya Corporate Leaders 100 C ICCLX 3.59 15.77 4.55 6.49 12.16 7.88
Ivy ProShares S&P 500 Div Arstcrts Idx A IDAAX 4.41 15.52 5.48 12.72 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx E IDAEX 4.32 15.52 5.48 12.72 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx I IDAIX 4.39 15.66 5.55 13.00 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx N IDANX 4.39 15.66 5.55 13.01 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx R IDARX 4.27 15.15 5.34 12.17 --- ---
Sit ESG Growth I IESGX 4.25 16.14 6.52 6.99 --- ---
Independent Franchise Partners US Equity IFPUX 3.79 20.31 3.85 9.47 13.05 10.66
Integrity Growth & Income A IGIAX 5.00 18.23 6.71 14.61 14.35 7.69
Voya Growth and Income Port S2 IGISX 4.38 17.76 7.18 10.09 13.70 8.47
Integrity Growth & Income C IGIUX 4.94 17.98 6.59 14.11 13.66 ---
Integrity Growth & Income I IGIVX 5.01 18.38 6.79 14.90 --- ---
AMF Large Cap Equity AMF IICAX 3.62 15.25 3.12 5.58 13.63 8.49
AMF Large Cap Equity H IICHX 3.64 15.38 3.19 5.80 13.84 8.68
Voya Corporate Leaders 100 I IICLX 3.66 16.25 4.77 7.42 13.13 8.82
Voya Russell Large Cap Index Port I IIRLX 4.38 18.01 5.61 9.34 15.82 11.02
Voya Growth and Income Port I IIVGX 4.39 18.00 7.27 10.50 14.16 8.90
IMS Dividend Growth IMSAX 4.35 17.29 7.21 6.08 11.81 7.08
Index Funds S&P 500® Equal Weight NoLoad INDEX 3.82 18.15 4.66 5.70 12.96 ---
Voya US Stock Index Port I INGIX 4.37 18.49 5.64 8.78 15.06 10.55
Invesco Oppenheimer Main Strt All Cap R6 IOAPX 3.65 --- --- --- --- ---
Voya Corporate Leaders 100 O IOCLX 3.60 16.12 4.68 7.07 12.75 8.43
Voya Index Plus LargeCap Port I IPLIX 4.17 18.53 5.85 7.93 15.13 10.34
Voya Index Plus LargeCap Port S IPLSX 4.12 18.39 5.79 7.68 14.86 10.07
Pinnacle TrendRating Innovative Eq I IPTRX 7.23 18.13 9.21 --- --- ---
Voya Corporate Leaders 100 R IRCLX 3.54 15.90 4.60 6.72 12.45 8.14
Voya Russell Large Cap Index Port S IRLCX 4.41 17.88 5.56 9.12 15.54 10.75
Voya Russell Large Cap Index Port A IRLIX 4.37 17.69 5.45 8.79 15.24 10.45
Voya Russell Large Cap Index Port S2 IRLUX 4.37 17.81 5.52 8.97 15.37 10.58
VY® Columbia Contrarian Core A ISBAX 4.11 19.11 5.47 7.57 12.80 9.17
VY® Columbia Contrarian Core S ISCSX 4.15 19.27 5.57 7.83 13.09 9.45
VY® Columbia Contrarian Core I ISFIX 4.14 19.39 5.61 8.09 13.38 9.72
Voya US Stock Index Port S2 ISIPX 4.34 18.28 5.57 8.39 14.62 10.11
Voya US Stock Index Port A ISIVX 4.34 18.15 5.51 8.21 14.46 9.97
Voya US Stock Index Port S ISJBX 4.35 18.33 5.56 8.50 14.81 10.30
Voya Growth and Income Port S ISVGX 4.35 17.82 7.20 10.22 13.87 8.62
Hartford Capital Appreciation A ITHAX 4.48 22.32 7.44 8.80 15.55 8.86
Hartford Capital Appreciation I ITHIX 4.49 22.49 7.49 9.12 15.88 9.18
Hartford Capital Appreciation R3 ITHRX 4.44 22.15 7.35 8.43 15.18 8.51
Hartford Capital Appreciation R4 ITHSX 4.47 22.30 7.42 8.77 15.52 8.84
Hartford Capital Appreciation R5 ITHTX 4.50 22.50 7.51 9.10 15.88 9.17
Hartford Capital Appreciation R6 ITHVX 4.49 22.57 7.54 9.22 15.98 ---
Voya Corporate Leaders 100 W IWCLX 3.65 16.23 4.76 7.31 13.05 8.74
Janus Henderson Growth And Income S JADGX 4.27 15.23 5.70 10.02 16.07 10.75
Janus Henderson Growth And Income T JAGIX 4.28 15.39 5.76 10.32 16.38 11.03
Jamestown Equity JAMEX 4.27 19.28 6.91 9.15 13.61 7.41
JPMorgan US Large Cap Core Plus R5 JCPRX 4.42 17.84 5.35 5.54 15.27 9.55
JPMorgan US Research Enhanced Equity A JDEAX 4.21 18.12 5.38 8.00 14.68 9.04
JPMorgan US Research Enhanced Equity I JDESX 4.24 18.22 5.47 8.27 14.96 9.30
JPMorgan US Research Enhanced Equity R6 JDEUX 4.24 18.27 5.46 8.36 15.09 9.49
PGIM Jennison Equity Income Z JDEZX 3.83 14.19 3.83 5.96 8.81 5.31
Janus Henderson Growth And Income A JDNAX 4.26 15.32 5.75 10.21 16.27 10.95
Janus Henderson Growth And Income N JDNNX 4.32 15.50 5.84 10.55 --- ---
Janus Henderson Growth And Income R JDNRX 4.24 15.07 5.62 9.70 15.75 10.45
PGIM Jennison Equity Income B JEIBX 3.71 13.52 3.46 4.76 7.67 4.22
Johnson Enhanced Return JENHX 4.86 20.74 6.17 10.68 15.24 10.89
Johnson Equity Income JEQIX 3.80 21.40 7.87 16.79 17.39 9.31
Janus Henderson Growth And Income C JGICX 4.22 14.91 5.53 9.40 15.43 10.13
Janus Henderson Growth And Income I JGINX 4.29 15.45 5.81 10.48 16.56 11.21
JHancock ESG Large Cap Core A JHJAX 4.23 18.98 6.36 12.87 15.41 ---
JHancock ESG Large Cap Core C JHJCX 4.13 18.56 6.13 12.01 14.54 ---
JHancock ESG Large Cap Core I JHJIX 4.23 19.15 6.35 13.15 15.71 ---
JHancock ESG Large Cap Core R6 JHJRX 4.30 19.24 6.43 13.35 15.85 ---
JHancock Fundamental Large Cap Core C JHLVX 3.81 22.00 5.90 2.68 13.04 8.20
JPMorgan Intrepid America A JIAAX 3.37 15.12 3.02 2.76 13.59 8.85
JPMorgan Intrepid America C JIACX 3.31 14.82 2.87 2.24 13.03 8.31
JPMorgan Intrepid America R6 JIAPX 3.42 15.41 3.16 3.27 14.19 ---
JPMorgan Intrepid America R5 JIARX 3.38 15.32 3.10 3.16 14.07 9.33
JPMorgan Intrepid America R2 JIAZX 3.34 14.95 2.95 2.50 13.32 8.58
JPMorgan Intrepid Sustainable Equity A JICAX 4.67 17.47 5.38 9.00 14.87 9.62
JPMorgan Intrepid Sustainable Equity C JICCX 4.64 17.20 5.25 8.48 14.31 9.07
JPMorgan Intrepid Sustainable Equity I JIISX 4.71 17.62 5.47 9.28 15.17 9.89
JPMorgan US Large Cap Core Plus A JLCAX 4.35 17.68 5.27 5.22 14.83 9.10
JHancock Fundamental Large Cap Core R4 JLCFX 3.88 22.48 6.14 3.56 14.01 9.13
JHancock Fundamental Large Cap Core R3 JLCHX 3.87 22.27 6.05 3.19 13.58 8.72
JHancock Fundamental Large Cap Core R1 JLCRX 3.84 22.20 6.01 3.06 13.45 8.59
JHancock Fundamental Large Cap Core R5 JLCVX 3.90 22.59 6.19 3.75 14.23 9.35
JHancock Fundamental Large Cap Core R6 JLCWX 3.92 22.61 6.21 3.82 14.31 9.41
JHancock Fundamental Large Cap Core R2 JLCYX 3.88 22.32 6.06 3.28 13.73 8.86
JPMorgan US Large Cap Core Plus C JLPCX 4.30 17.38 5.11 4.69 14.26 8.56
JPMorgan US Large Cap Core Plus I JLPSX 4.36 17.80 5.34 5.47 15.13 9.38
JPMorgan US Large Cap Core Plus R6 JLPYX 4.42 17.90 5.40 5.67 --- ---
JPMorgan US Large Cap Core Plus R2 JLPZX 4.34 17.48 5.21 4.87 14.49 8.80
JHancock Fundamental Large Cap Core I JLVIX 3.93 22.59 6.20 3.71 14.18 9.30
JPMorgan US Equity L JMUEX 4.03 18.86 5.97 8.05 15.51 10.30
Janus Henderson Growth And Income D JNGIX 4.29 15.44 5.79 10.42 16.48 11.13
JPMorgan Intrepid America I JPIAX 3.40 15.24 3.09 3.03 13.90 9.15
JPMorgan US Research Enhanced Equity L JPIEX 4.25 18.20 5.44 8.23 14.96 9.37
Janus Henderson US Managed Volatility A JRSAX 3.52 17.28 5.13 4.76 11.79 9.08
Janus Henderson US Managed Volatility C JRSCX 3.53 17.02 5.09 4.24 11.06 8.36
Janus Henderson US Managed Volatility D JRSDX 3.66 17.55 5.30 5.09 12.04 ---
Janus Henderson US Managed Volatility I JRSIX 3.62 17.42 5.23 5.03 12.11 9.38
Janus Henderson US Managed Volatility N JRSNX 3.63 17.59 5.35 5.22 12.25 ---
Janus Henderson US Managed Volatility S JRSSX 3.62 17.32 5.14 4.76 11.68 8.97
Janus Henderson US Managed Volatility T JRSTX 3.57 17.45 5.21 4.97 11.96 9.22
JPMorgan US Equity A JUEAX 3.99 18.58 5.80 7.63 15.08 9.90
JPMorgan US Equity C JUECX 4.00 18.29 5.65 7.10 14.50 9.36
JPMorgan US Equity R6 JUEMX 4.09 18.93 5.98 8.19 15.63 10.42
JPMorgan US Equity R3 JUEPX 4.01 18.61 5.79 7.64 --- ---
JPMorgan US Equity R4 JUEQX 4.05 18.81 5.89 7.90 --- ---
JPMorgan US Equity I JUESX 4.04 18.75 5.93 7.91 15.33 10.13
JPMorgan US Equity R2 JUEZX 3.97 18.51 5.77 7.39 14.78 9.62
JPMorgan US Equity R5 JUSRX 4.03 18.78 5.90 8.05 15.52 10.32
CBOE Vest Dividend Aristocrats TgtIncA KNGAX 4.21 14.71 5.17 11.53 --- ---
CBOE Vest Dividend Aristocrats TgtIncC KNGCX 4.16 14.37 5.00 10.55 --- ---
CBOE Vest Dividend AristocratsTgtIncIns KNGIX 4.23 14.94 5.22 11.77 --- ---
CBOE Vest Dividend AristocratsTgtIncInv KNGLX 4.21 14.83 5.18 11.49 --- ---
CBOE Vest Dividend Aristocrats TgtIncY KNGYX 4.25 15.00 5.31 --- --- ---
KP Large Cap Equity Institutional KPLCX 4.14 18.05 5.21 7.24 15.81 10.85
Lord Abbett Calibrated Dividend Gr A LAMAX 3.99 16.87 6.04 12.23 12.24 9.53
Lord Abbett Calibrated Dividend Gr C LAMCX 3.99 16.51 5.87 11.38 11.41 8.71
Lord Abbett Calibrated Dividend Gr F LAMFX 3.99 16.97 6.15 12.45 12.49 9.72
Lord Abbett Calibrated Dividend Gr R6 LAMHX 4.01 17.01 6.16 12.57 12.63 ---
Lord Abbett Calibrated Dividend Gr P LAMPX 3.97 16.77 6.01 11.98 12.04 9.30
Lord Abbett Calibrated Dividend Gr R2 LAMQX 3.96 16.67 5.96 11.78 11.85 9.14
Lord Abbett Calibrated Dividend Gr R3 LAMRX 3.95 16.74 6.01 11.94 11.98 9.27
Lord Abbett Calibrated Dividend Gr R4 LAMSX 4.00 16.90 6.06 12.17 12.25 ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX 4.02 17.09 6.18 12.53 12.53 ---
Lord Abbett Calibrated Dividend Gr I LAMYX 4.02 17.00 6.11 12.45 12.52 9.79
Low Beta Tactical 500 Institutional LBETX -0.65 8.02 1.53 1.64 --- ---
ClearBridge Dividend Strategy FI LBRIX 4.07 19.86 7.46 14.85 13.95 9.56
Low Beta Tactical 500 Investor LBTTX -0.66 7.85 1.44 1.37 --- ---
ClearBridge Dividend Strategy IS LCBEX 4.03 20.01 7.48 15.17 14.40 9.99
ClearBridge Dividend Strategy 1 LCBOX 4.06 20.04 7.50 15.13 14.28 9.89
Columbia Contrarian Core A LCCAX 4.09 19.27 5.52 7.63 12.91 9.33
Columbia Contrarian Core C LCCCX 4.01 18.84 5.30 6.81 12.06 8.52
SEI Large Cap Index A (SIIT) LCIAX 4.25 18.77 5.51 8.43 15.22 10.56
Leland Thomson Ret Priv Byt Eq Idx A LDPAX 6.77 21.21 7.04 5.86 14.36 ---
Leland Thomson Ret Priv Byt Eq Idx C LDPCX 6.80 20.81 6.80 5.09 13.47 ---
Leland Thomson Ret Priv Byt Eq Idx I LDPIX 6.80 21.35 7.08 6.07 14.64 ---
Lazard US Equity Concentrated Instl LEVIX 6.77 22.34 7.50 10.17 12.59 10.89
Lazard US Equity Concentrated Open LEVOX 6.72 22.17 7.37 9.85 12.27 10.56
ClearBridge Value A LGVAX 2.36 16.97 2.54 1.82 10.43 6.05
ClearBridge Appreciation IS LMESX 4.46 19.06 8.06 14.44 14.93 10.74
QS US Large Cap Equity IS LMISX 4.04 15.74 3.61 2.75 14.26 8.74
ClearBridge Dividend Strategy R LMMRX 4.01 19.66 7.36 14.43 13.64 9.28
ClearBridge Value I LMNVX 2.38 17.10 2.59 2.06 10.69 6.29
ClearBridge Appreciation FI LMPIX 4.42 18.76 7.94 13.92 14.43 10.27
ClearBridge Appreciation R LMPPX 4.38 18.62 7.83 13.65 14.11 9.95
QS US Large Cap Equity I LMTIX 4.04 15.76 3.67 2.75 14.27 ---
QS US Large Cap Equity FI LMUSX 4.07 15.58 3.59 2.68 13.99 8.43
ClearBridge Value FI LMVFX 2.35 16.91 2.52 1.74 10.34 5.96
ClearBridge Value R LMVRX 2.32 16.76 2.44 1.46 10.05 5.66
ClearBridge Value C LMVTX 2.31 16.58 2.36 1.13 9.66 5.30
Scharf Institutional LOGIX 3.78 13.86 4.32 11.08 9.46 6.80
Scharf Retail LOGRX 3.76 13.67 4.22 10.73 9.14 ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX 4.07 17.09 6.16 12.57 --- ---
SGI US Large Cap Equity A LVOLX 3.90 18.45 6.00 10.30 12.42 ---
Lazard US Equity Select Open LZUOX 4.98 18.97 6.63 10.41 14.80 8.60
Lazard US Equity Select Instl LZUSX 5.00 19.16 6.65 10.81 15.12 8.92
MainStay Epoch US All Cap A MAAAX 4.45 20.12 7.37 5.32 13.84 8.71
Mutual of America Instl Equity Index MAEQX 4.37 18.71 5.79 9.03 15.24 10.74
Mutual of America Instl All America MALLX 3.21 16.44 4.17 2.77 12.50 8.59
BlackRock Advantage Large Cap Core Instl MALRX 3.24 18.97 5.77 7.19 16.69 10.22
MainStay MAP Equity A MAPAX 3.63 17.53 5.62 6.00 14.35 7.78
MainStay MAP Equity B MAPBX 3.53 16.97 5.35 4.97 13.26 6.77
MainStay MAP Equity R1 MAPRX 3.63 17.62 5.68 6.17 14.53 7.94
Convergence Core Plus Institutional MARNX 4.07 8.12 5.35 0.88 13.95 8.11
BlackRock Advantage US Total Mkt Instl MASPX 3.17 18.67 5.97 6.42 13.23 6.86
MainStay Epoch US All Cap I MATIX 4.48 20.31 7.43 5.62 14.13 8.99
MainStay Epoch US All Cap B MAWBX 4.40 19.64 7.14 4.34 12.70 7.60
MainStay Epoch US All Cap C MAWCX 4.40 19.63 7.14 4.29 12.68 7.58
MainStay Epoch US All Cap R6 MAWDX 4.48 20.36 7.47 5.73 --- ---
MainStay Epoch US All Cap Inv MAWNX 4.43 20.00 7.28 5.07 13.55 8.40
BlackRock Advantage Large Cap Core Inv C MCLRX 3.15 18.33 5.44 6.02 15.47 9.05
BlackRock Advantage US Total Mkt Inv C MCSPX 3.06 18.05 5.67 5.40 12.06 5.75
MainStay MacKay Common Stock Investor MCSSX 4.03 14.42 3.28 2.26 13.02 8.61
BlackRock Advantage Large Cap Core Inv A MDLRX 3.18 18.77 5.68 6.85 16.38 9.92
BlackRock Advantage US Total Mkt Inv A MDSPX 3.13 18.50 5.84 6.15 12.93 6.60
Meehan Focus MEFOX 5.04 15.84 5.34 5.59 13.71 6.02
AMG FQ Tax-Managed US Equity N MFQAX 2.67 12.71 4.40 0.96 12.66 7.87
AMG FQ Tax-Managed US Equity I MFQTX 2.71 12.89 4.47 1.24 12.95 8.14
MFS Research B MFRBX 4.38 21.40 7.46 10.05 14.82 9.81
MFS Research C MFRCX 4.36 21.38 7.44 10.01 14.81 9.80
MFS Research A MFRFX 4.43 21.82 7.64 10.87 15.68 10.64
MFS Research R3 MFRHX 4.42 21.81 7.63 10.88 15.67 10.63
MFS Research R4 MFRJX 4.46 21.99 7.72 11.16 15.97 10.91
MFS Research R6 MFRKX 4.47 22.01 7.73 11.24 16.06 11.00
MFS Research R1 MFRLX 4.37 21.38 7.42 10.03 14.80 9.80
MassMutual Select Equity Opports A MFVAX 3.85 19.78 8.36 14.42 20.64 9.94
MassMutual Select Equity Opports R4 MFVFX 3.85 19.87 8.38 14.59 20.77 10.04
MassMutual Select Equity Opports R3 MFVNX 3.84 19.68 8.30 14.24 20.45 9.76
MassMutual Select Equity Opports R5 MFVSX 3.86 20.03 8.48 14.95 21.20 10.43
MassMutual Select Equity Opports I MFVZX 3.93 20.20 8.58 15.15 21.34 10.55
MainStay MacKay Common Stock C MGOCX 3.97 14.00 3.10 1.51 12.19 7.79
MM S&P 500® Index R4 MIEAX 4.32 18.29 5.48 8.37 14.65 10.17
MM S&P 500® Index Adm MIEYX 4.32 18.40 5.53 8.53 14.82 10.33
MM S&P 500® Index R5 MIEZX 4.36 18.55 5.61 8.78 15.12 10.61
Invesco Oppenheimer Main Street C MIGCX 3.74 20.52 6.58 8.72 11.84 8.57
Invesco Oppenheimer Main Street Y MIGYX 3.83 21.07 6.82 9.79 12.94 9.64
BNY Mellon Large Cap Stock Inv MILCX 3.74 15.63 4.02 4.26 13.12 8.75
MFS Massachusetts Investors Tr R2 MIRTX 4.65 21.24 7.57 11.80 15.76 10.23
Midas Magic MISEX 3.84 19.09 6.02 3.35 12.67 6.95
MFS Massachusetts Investors Tr B MITBX 4.60 20.96 7.43 11.22 15.18 9.68
MFS Massachusetts Investors Tr C MITCX 4.60 20.94 7.45 11.24 15.19 9.68
MFS Massachusetts Investors Tr R4 MITDX 4.68 21.52 7.70 12.35 16.34 10.78
MFS Massachusetts Investors Tr R1 MITGX 4.63 20.96 7.46 11.25 15.19 9.68
MFS Massachusetts Investors Tr R3 MITHX 4.68 21.37 7.66 12.07 16.05 10.51
MFS Massachusetts Investors Tr I MITIX 4.68 21.53 7.72 12.34 16.35 10.78
MFS Massachusetts Investors Tr R6 MITJX 4.68 21.58 7.72 12.44 16.42 10.87
MFS Massachusetts Investors Tr A MITTX 4.67 21.39 7.65 12.12 16.07 10.52
BlackRock Advantage US Total Mkt K MKSPX 3.18 18.64 5.93 6.39 --- ---
BlackRock Advantage Large Cap Core K MLRKX 3.24 18.97 5.70 7.23 --- ---
MFS Low Volatility Equity A MLVAX 3.75 19.54 7.69 16.18 13.28 10.91
MFS Low Volatility Equity B MLVBX 3.69 19.13 7.46 15.34 12.44 10.07
MFS Low Volatility Equity C MLVGX 3.70 19.12 7.50 15.33 12.44 10.09
MFS Low Volatility Equity I MLVHX 3.74 19.66 7.74 16.52 13.58 11.17
MFS Low Volatility Equity R1 MLVMX 3.68 19.07 7.45 15.37 12.45 10.08
MFS Low Volatility Equity R2 MLVOX 3.73 19.37 7.60 15.96 13.02 10.65
MFS Low Volatility Equity R3 MLVPX 3.73 19.53 7.73 16.26 13.29 10.92
MFS Low Volatility Equity R4 MLVRX 3.81 19.71 7.80 16.58 13.59 11.18
MFS Low Volatility Equity R6 MLVTX 3.74 19.74 7.75 16.61 13.67 11.27
MainStay MAP Equity R3 MMAPX 3.60 17.34 5.53 5.63 13.96 7.40
MM S&P 500® Index A MMFFX 4.29 18.28 5.52 8.25 14.55 10.06
MassMutual Select Equity Opports Adm MMFVX 3.89 19.96 8.43 14.77 20.96 10.21
MassMutual Select Equity Opports Svc MMFYX 3.88 19.99 8.48 14.87 21.06 10.32
MM S&P 500® Index Svc MMIEX 4.41 18.50 5.60 8.69 14.96 10.45
MM S&P 500® Index R3 MMINX 4.33 18.18 5.45 8.10 14.37 9.90
MM S&P 500® Index I MMIZX 4.38 18.63 5.69 8.92 15.24 10.73
MassMutual Select TRP Large Cap Blend I MMLRX 4.43 19.68 5.80 7.60 --- ---
MainStay MAP Equity C MMPCX 3.56 17.00 5.38 5.01 13.27 6.78
MassMutual Premier Main Street Adm MMSLX 3.80 20.77 6.74 9.25 12.56 9.22
MassMutual Premier Main Street R3 MMSNX 3.75 20.72 6.63 8.87 12.14 8.80
MassMutual Premier Main Street R5 MMSSX 3.80 20.88 6.73 9.52 12.79 9.43
MassMutual Premier Main Street Svc MMSYX 3.84 20.83 6.76 9.37 12.64 9.32
Manor MNRMX 2.84 15.59 3.71 -3.82 7.78 3.68
Castle Focus Investor MOATX 2.84 10.45 3.75 4.07 6.65 4.98
MainStay MacKay Common Stock B MOPBX 3.92 13.94 3.05 1.46 12.18 7.80
Mairs & Power Growth Inv MPGFX 4.25 16.22 4.63 12.20 11.48 8.65
BNY Mellon Large Cap Stock M MPLCX 3.77 15.74 4.29 4.51 13.47 9.02
MainStay MAP Equity R2 MPRRX 3.58 17.45 5.58 5.88 14.23 7.66
MFS Core Equity R2 MRERX 4.49 20.85 6.93 9.94 16.65 10.80
MFS Research I MRFIX 4.45 21.97 7.73 11.14 15.96 10.90
MFS Core Equity A MRGAX 4.54 20.97 6.98 10.23 16.94 11.08
MFS Core Equity B MRGBX 4.47 20.58 6.79 9.42 16.08 10.25
MFS Core Equity C MRGCX 4.49 20.54 6.81 9.39 16.07 10.25
MFS Core Equity R1 MRGGX 4.49 20.56 6.81 9.39 16.06 10.25
MFS Core Equity R3 MRGHX 4.52 20.99 7.00 10.21 16.93 11.07
MFS Core Equity R4 MRGJX 4.56 21.14 7.05 10.50 17.24 11.35
MFS Core Equity R6 MRGKX 4.54 21.18 7.06 10.57 17.33 11.45
MFS Core Equity I MRGRX 4.55 21.15 7.05 10.49 17.23 11.35
BlackRock Advantage Large Cap Core R MRLRX 3.16 18.61 5.54 6.61 16.08 9.61
BlackRock Advantage US Total Mkt R MRSPX 3.15 18.34 5.82 5.95 12.65 6.31
Invesco Oppenheimer Main Strt All Cap R5 MSAZX 3.65 --- --- --- --- ---
MM Select Equity Asset I MSEJX 4.27 18.33 5.54 5.07 --- ---
Invesco Oppenheimer Main Street A MSIGX 3.79 20.94 6.77 9.54 12.68 9.39
Invesco Oppenheimer Main Street R5 MSJFX 3.81 --- --- --- --- ---
BlackRock Advantage Large Cap Core Svc MSLRX 3.19 18.73 5.66 6.90 16.29 9.83
MainStay MAP Equity Investor MSMIX 3.61 17.41 5.57 5.79 14.12 7.58
MainStay MacKay Common Stock A MSOAX 4.03 14.54 3.32 2.50 13.30 8.87
MainStay MacKay Common Stock I MSOIX 4.05 14.68 3.44 2.76 13.59 9.15
MainStay MacKay Common Stock R3 MSOSX 4.00 14.34 3.25 2.16 12.89 ---
MainStay MacKay S&P 500 Index I MSPIX 4.36 18.52 5.61 8.85 15.05 10.52
MFS Research R2 MSRRX 4.40 21.67 7.59 10.59 15.39 10.35
MassMutual Premier Main Street A MSSAX 3.86 20.76 6.75 9.02 12.31 8.95
MassMutual Premier Main Street R4 MSSRX 3.89 20.84 6.70 9.22 12.43 9.08
Morningstar US Equity MSTQX 2.54 17.45 4.27 --- --- ---
MainStay MacKay S&P 500 Index A MSXAX 4.34 18.37 5.56 8.57 14.77 10.25
MassMutual Premier Main Street I MSZIX 3.89 21.13 6.83 9.65 12.91 9.56
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX 4.26 17.58 5.61 6.60 15.31 9.93
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX 4.31 17.70 5.70 6.81 15.59 10.21
MainStay MAP Equity I MUBFX 3.64 17.66 5.69 6.26 14.63 8.05
MFS Blended Research Core Equity A MUEAX 3.68 15.83 4.26 3.97 12.12 8.21
MFS Blended Research Core Equity C MUECX 3.63 15.45 4.07 3.19 11.29 7.40
MFS Blended Research Core Equity R1 MUERX 3.62 15.42 4.05 3.17 11.29 7.40
MFS Blended Research Core Equity R2 MUESX 3.65 15.67 4.16 3.65 11.83 7.93
MFS Blended Research Core Equity R3 MUETX 3.65 15.84 4.23 3.93 12.12 8.20
MFS Blended Research Core Equity R4 MUEUX 3.70 15.95 4.32 4.22 12.39 8.47
MFS Blended Research Core Equity R6 MUEVX 3.70 16.03 4.35 4.31 12.53 8.60
Muhlenkamp MUHLX 2.31 5.99 0.09 -5.52 5.26 -0.84
Nationwide Institutional Service MUIFX 3.80 19.05 5.01 7.67 14.60 9.54
Nationwide Dynamic US Growth R6 MUIGX 5.70 22.65 7.39 9.98 18.43 12.14
Morgan Stanley Instl US Core A MUOAX 3.30 21.09 8.05 4.88 11.60 ---
Morgan Stanley Instl US Core C MUOCX 3.28 20.54 7.85 4.03 10.75 ---
Morgan Stanley Instl US Core I MUOIX 3.37 21.21 8.20 5.25 11.99 ---
Morgan Stanley Instl US Core IS MUOSX 3.37 21.32 8.20 5.30 12.03 ---
MFS Blended Research Core Equity B MUSBX 3.58 15.38 4.05 3.13 11.27 7.39
MFS Blended Research Core Equity I MUSEX 3.66 15.96 4.27 4.18 12.38 8.46
Victory S&P 500 Index A MUXAX 4.33 18.35 5.54 8.53 14.76 10.23
Victory S&P 500 Index R MUXRX 4.25 18.07 5.41 8.00 14.23 9.76
Victory S&P 500 Index Y MUXYX 4.35 18.37 5.54 8.66 14.94 10.42
Marathon Value Portfolio MVPFX 4.48 17.42 4.59 8.02 12.16 8.22
Metropolitan West AlphaTrak 500 MWATX 4.66 19.48 6.13 10.29 17.81 12.07
VanEck Morningstar Wide Moat I MWMIX 2.85 16.00 3.81 9.75 --- ---
VanEck Morningstar Wide Moat Z MWMZX 2.85 16.08 3.85 9.87 --- ---
Federated Max-Cap Index C MXCCX 4.19 17.74 5.24 7.63 13.90 9.42
Great-West Core Strategies US Eq Instl MXEBX 3.80 19.33 5.63 --- --- ---
Great-West Core Strategies US Eq L MXEHX 3.81 18.92 5.56 --- --- ---
Great-West S&P 500® Index Institutional MXKWX 4.33 18.48 5.65 8.81 15.16 ---
Great-West S&P 500® Index Investor MXVIX 4.33 18.37 5.59 8.52 14.76 10.23
Great-West S&P 500® Index L MXVJX 4.36 18.31 5.56 8.24 14.47 9.95
Matthew 25 MXXVX -0.74 28.08 10.06 6.72 17.56 8.08
MainStay MacKay U.S. Equity Opports C MYCCX 3.71 13.11 3.40 -3.06 11.36 8.19
MainStay MacKay U.S. Equity Opports I MYCIX 3.82 13.63 3.69 -2.03 12.54 9.37
MainStay MacKay U.S. Equity Opports Inv MYCNX 3.70 13.39 3.44 -2.42 12.13 8.97
MainStay MacKay U.S. Equity Opports A MYCTX 3.75 13.39 3.49 -2.34 12.22 9.10
MainStay MacKay S&P 500 Index Inv MYSPX 4.32 18.29 5.50 8.39 14.61 10.12
Nuveen Santa Barbara Dividend Growth R3 NBDRX 2.99 17.74 6.61 10.94 13.03 8.94
Neuberger Berman Focus Adv NBFAX 2.74 16.52 3.19 2.48 11.35 6.87
Neuberger Berman Focus Tr NBFCX 2.78 16.61 3.23 2.64 11.50 7.04
Neuberger Berman Sustainable Eq Instl NBSLX 3.40 13.96 3.25 1.56 12.68 8.29
Neuberger Berman Sustainable Eq Investor NBSRX 3.39 13.86 3.22 1.37 12.47 8.09
Neuberger Berman Focus Inv NBSSX 2.77 16.75 3.31 2.85 11.71 7.24
Neuberger Berman Sustainable Eq Trust NBSTX 3.39 13.77 3.18 1.23 12.28 7.91
New Covenant Growth NCGFX 4.16 17.56 4.79 5.54 14.18 8.42
Natixis Oakmark C NECOX 3.20 14.74 2.83 -3.42 12.76 6.54
Natixis Oakmark A NEFOX 3.29 15.21 3.07 -2.62 13.63 7.34
Columbia Large Cap Index A NEIAX 4.33 18.41 5.58 8.57 14.86 10.36
Natixis Oakmark Y NEOYX 3.30 15.28 3.09 -2.42 13.91 7.61
Neuberger Berman Focus A NFAAX 2.74 16.63 3.23 2.62 11.50 7.03
Neuberger Berman Focus C NFACX 2.68 16.23 3.01 1.84 10.68 6.23
Neuberger Berman Focus Inst NFALX 2.77 16.83 3.34 2.98 11.89 7.41
Nationwide Dynamic US Growth Instl Svc NGISX 5.72 22.50 7.40 9.81 18.24 11.94
Columbia Large Cap Index Inst NINDX 4.36 18.54 5.65 8.84 15.14 10.64
Nuveen Large Cap Core A NLACX 3.26 10.57 2.91 -5.79 12.57 8.10
Nuveen Large Cap Core C NLCDX 3.19 10.17 2.70 -6.50 11.73 7.30
Nuveen Large Cap Core R6 NLCFX 3.26 10.73 2.99 -5.48 --- ---
Nuveen Large Cap Core I NLCIX 3.26 10.67 2.99 -5.55 12.85 8.38
Nationwide Dynamic US Growth A NMFAX 5.62 22.45 7.33 9.66 18.09 11.79
Columbia Large Cap Enhanced Core A NMIAX 3.37 14.71 3.15 4.52 14.45 9.81
Columbia Large Cap Enhanced Core Inst NMIMX 3.38 14.85 3.20 4.77 14.74 10.07
Neuberger Berman Multi-Cap Opp A NMUAX 3.92 16.01 4.62 7.60 16.60 9.57
Neuberger Berman Multi-Cap Opp C NMUCX 3.87 15.61 4.46 6.84 15.75 8.77
Neuberger Berman Multi-Cap Opp Inst NMULX 3.98 16.25 4.75 8.00 17.02 9.98
Natixis Oakmark N NOANX 3.34 15.36 3.13 -2.28 --- ---
Northern Stock Index NOSIX 4.38 18.61 5.65 9.00 15.25 10.74
Neuberger Berman Sustainable Eq A NRAAX 3.36 13.71 3.16 1.17 12.25 7.87
Neuberger Berman Sustainable Eq C NRACX 3.32 13.33 2.97 0.44 11.43 7.08
Neuberger Berman Sustainable Eq R3 NRARX 3.33 13.59 3.10 0.94 11.98 7.61
Neuberger Berman Sustainable Eq R6 NRSRX 3.43 14.00 3.28 1.67 12.76 8.36
Nuveen Santa Barbara Dividend Growth A NSBAX 2.99 17.87 6.67 11.20 13.31 9.22
Nuveen Santa Barbara Dividend Growth C NSBCX 2.95 17.44 6.49 10.39 12.47 8.40
Nuveen Santa Barbara Dividend Growth R6 NSBFX 3.03 18.05 6.77 11.59 13.68 9.58
Nuveen Santa Barbara Dividend Growth I NSBRX 3.04 18.01 6.76 11.50 13.60 9.50
Columbia Select Large Cap Equity Inst NSEPX 3.87 18.19 5.36 8.26 15.65 11.13
Columbia Select Large Cap Equity A NSGAX 3.87 18.08 5.28 7.99 15.37 10.84
Columbia Select Large Cap Equity C NSGCX 3.81 17.71 5.11 7.21 14.53 10.02
Northern US Quality ESG NUESX 4.56 18.03 5.07 7.59 --- ---
Wells Fargo Diversified Equity A NVDAX 3.75 17.31 5.29 3.90 13.43 7.58
Wells Fargo Diversified Equity Admin NVDEX 3.73 17.45 5.31 4.15 13.71 7.85
Nationwide R6 NWABX 3.77 19.04 4.98 7.73 --- ---
Nationwide Dynamic US Growth Eagle NWAEX 5.62 22.53 7.29 --- --- ---
Nationwide A NWFAX 3.79 18.85 4.93 7.38 14.30 9.27
Davis NY Venture B NYVBX 2.79 16.17 2.92 -2.78 11.73 6.97
Davis NY Venture C NYVCX 2.85 16.31 3.02 -2.62 11.95 7.17
Davis NY Venture R NYVRX 2.87 16.51 3.09 -2.14 12.48 7.69
Davis NY Venture A NYVTX 2.92 16.69 3.21 -1.84 12.82 8.01
Oakmark Select Investor OAKLX 3.45 17.50 4.20 -9.04 7.50 3.45
Oakmark Investor OAKMX 3.38 15.17 3.04 -2.63 13.74 7.62
Oakmark Select Institutional OANLX 3.47 17.60 4.25 -8.86 --- ---
Oakmark Institutional OANMX 3.39 15.25 3.07 -2.47 --- ---
Invesco Oppenheimer Rising Dividends A OARDX 4.41 17.98 6.21 6.69 11.45 7.39
Oakmark Select Service OARLX 3.44 17.35 4.12 -9.19 7.22 3.15
Oakmark Service OARMX 3.34 15.00 2.96 -2.90 13.42 7.29
Oakmark Select Advisor OAYLX 3.45 17.54 4.20 -8.92 --- ---
Oakmark Advisor OAYMX 3.37 15.19 3.04 -2.53 --- ---
Invesco Oppenheimer Rising Dividends C OCRDX 4.36 17.49 5.99 5.83 10.60 6.57
JPMorgan Equity Index C OEICX 4.30 18.06 5.42 7.90 14.13 9.61
O'Shaughnessy All Cap Core A OFAAX 3.47 11.80 3.14 -5.16 12.22 7.83
O'Shaughnessy All Cap Core C OFACX 3.49 11.53 3.03 -5.35 11.56 7.09
O'Shaughnessy All Cap Core I OFAIX 3.53 12.02 3.30 -4.87 12.49 8.07
JPMorgan Equity Index A OGEAX 4.35 18.42 5.58 8.56 14.84 10.35
JPMorgan Equity Index R6 OGFAX 4.38 18.63 5.69 9.00 --- ---
Invesco Oppenheimer Rising Dividends R6 OIRDX 4.44 18.17 6.34 7.12 11.92 7.83
Invesco Oppenheimer Main Street R OMGNX 3.76 20.79 6.69 9.26 12.39 9.11
Invesco Oppenheimer MainStrtAllCap C OMSCX 3.53 20.28 5.42 3.24 10.66 5.92
Invesco Oppenheimer Main Street R6 OMSIX 3.83 21.20 6.88 9.99 13.15 9.84
Invesco Oppenheimer MainStrtAllCap R OMSNX 3.65 20.61 5.61 3.81 11.23 6.46
Invesco Oppenheimer MainStrtAllCap A OMSOX 3.59 20.80 5.67 4.03 11.48 6.72
Invesco Oppenheimer MainStrtAllCap Y OMSYX 3.67 20.96 5.76 4.33 11.77 6.99
Invesco Oppenheimer Rising Dividends R ONRDX 4.43 17.86 6.14 6.42 11.17 7.12
North Square Oak Ridge Dividend Gr A ORDAX 4.74 18.18 8.75 12.98 16.26 10.47
North Square Oak Ridge Dividend Gr I ORDNX 4.74 18.28 8.77 13.17 16.54 10.73
Osterweis OSTFX 3.51 18.95 4.73 8.77 10.53 4.28
Invesco Oppenheimer Rising Dividends Y OYRDX 4.45 18.11 6.29 6.94 11.71 7.65
T. Rowe Price Capital Opportunity Adv PACOX 4.23 19.29 5.52 8.44 15.70 10.80
Pacific Advisors Large Cap Value A PAGTX 4.28 15.41 5.95 7.77 11.62 7.16
Parnassus PARNX 3.78 19.76 5.52 7.97 13.86 8.81
Parnassus Endeavor Investor PARWX 1.55 15.41 -1.24 -2.77 13.25 10.42
T. Rowe Price US Large-Cap Core Adv PAULX 4.23 18.53 6.64 10.84 13.72 10.96
Pax ESG Beta Dividend Fund Indl Inv PAXDX 3.85 15.08 3.76 7.81 --- ---
Payson Total Return PBFDX 5.35 17.71 5.04 8.72 16.39 8.77
Principal Capital Appreciation R1 PCAMX 4.27 19.38 7.09 10.53 14.51 9.79
Principal Capital Appreciation R2 PCANX 4.27 19.44 7.11 10.66 14.65 9.93
Principal Capital Appreciation R3 PCAOX 4.28 19.55 7.16 10.86 14.86 10.13
Principal Capital Appreciation R4 PCAPX 4.32 19.66 7.23 11.08 15.08 10.34
Principal Capital Appreciation R5 PCAQX 4.32 19.72 7.24 11.22 15.21 10.47
T. Rowe Price Capital Opportunity I PCCOX 4.25 19.55 5.66 8.96 --- ---
Pioneer Core Equity K PCEKX 3.84 18.86 5.17 4.13 --- ---
Pioneer C PCODX 4.58 18.33 7.54 11.93 14.97 9.27
Pioneer Core Equity C PCOTX 3.75 18.23 4.88 2.94 14.09 7.90
T. Rowe Price Dividend Growth I PDGIX 4.62 20.12 7.80 16.15 15.28 ---
Virtus Rampart Enhanced Core Equity A PDIAX 2.58 15.77 3.63 4.30 11.51 8.60
PGIM QMA Stock Index I PDSIX 4.38 18.57 5.66 8.94 15.19 10.68
BNY Mellon S&P 500 Index PEOPX 4.35 18.37 5.56 8.53 14.81 10.30
Pacific Funds Large-Cap C PFCCX 3.86 16.29 5.56 4.91 13.04 ---
Pacific Funds Large-Cap Advisor PFCDX 3.97 16.95 5.81 5.92 14.17 ---
RiskPro® PFG Equity 30+ R PFDEX 3.45 16.67 4.36 3.75 --- ---
Pacific Funds Large-Cap S PFKIX 3.88 16.91 5.76 5.99 14.27 ---
Pacific Funds Large-Cap A PFLAX 3.83 16.70 5.69 5.68 13.84 ---
Parnassus Institutional PFPRX 3.78 19.84 5.54 8.17 14.03 ---
Parnassus Endeavor Institutional PFPWX 1.58 15.54 -1.15 -2.49 13.50 ---
Pacific Advisors Large Cap Value C PGCCX 4.21 15.03 5.75 6.99 10.77 6.36
Virtus Rampart Enhanced Core Equity C PGICX 2.55 15.38 3.49 3.48 10.68 7.78
Pioneer A PIODX 4.67 18.79 7.75 12.84 15.89 10.14
Pioneer R PIORX 4.65 18.57 7.63 12.36 15.39 9.70
Pioneer Core Equity A PIOTX 3.84 18.71 5.11 3.80 15.03 8.79
PGIM Jennison Rising Dividend A PJDAX 4.34 20.10 7.35 9.45 12.03 8.38
PGIM Jennison Rising Dividend C PJDCX 4.29 19.69 7.13 8.65 11.22 7.57
PGIM Jennison Rising Dividend R6 PJDQX 4.32 20.23 7.33 9.65 --- ---
PGIM Jennison Rising Dividend Z PJDZX 4.32 20.21 7.41 9.72 12.30 8.64
PGIM Jennison Equity Income R PJERX 3.76 13.79 3.61 5.25 8.20 4.74
PGIM Jennison Equity Opportunity C PJGCX 3.06 12.67 2.22 -6.91 9.08 4.10
PGIM Jennison Equity Opportunity Z PJGZX 3.13 13.22 2.50 -5.96 10.18 5.15
PGIM Jennison Equity Opportunity A PJIAX 3.09 13.08 2.43 -6.24 9.86 4.85
PGIM Jennison Equity Opportunity B PJIBX 2.99 12.52 2.14 -7.16 8.92 4.02
PGIM Jennison Equity Income R6 PJIQX 3.85 14.29 3.85 6.03 8.93 5.42
PGIM Jennison Equity Opportunity R6 PJOQX 3.13 13.21 2.50 -5.95 10.25 ---
PGIM Jennison Equity Opportunity R PJORX 3.03 12.84 2.25 -6.67 9.46 4.53
PNC Multi-Factor All Cap A PLEAX 1.75 15.58 2.59 -7.85 7.29 6.41
PNC Multi-Factor All Cap C PLECX 1.68 15.19 2.43 -8.00 6.54 5.66
PNC Multi-Factor All Cap I PLEIX 1.76 15.81 2.68 -7.65 7.60 6.69
Principal Large Cap S&P 500 Index Inst PLFIX 4.36 18.60 5.68 8.97 15.19 10.67
Principal Large Cap S&P 500 Index R3 PLFMX 4.35 18.26 5.49 8.35 14.55 10.06
Principal Large Cap S&P 500 Index R2 PLFNX 4.28 18.18 5.46 8.13 14.34 9.85
Principal Large Cap S&P 500 Index R5 PLFPX 4.36 18.44 5.59 8.64 14.89 10.40
Principal Large Cap S&P 500 Index R4 PLFSX 4.28 18.35 5.53 8.51 14.75 10.25
Principal Large Cap S&P 500 Index C PLICX 4.29 17.91 5.33 7.72 13.88 9.43
Putnam Research R6 PLJMX 4.46 19.84 6.92 9.67 16.44 ---
Principal Large Cap S&P 500 Index R1 PLPIX 4.32 18.06 5.39 8.00 14.19 9.72
Principal Large Cap S&P 500 Index A PLSAX 4.36 18.44 5.56 8.64 14.86 10.33
Putnam Multi-Cap Core A PMYAX 3.64 16.55 5.37 4.05 15.82 8.90
Putnam Multi-Cap Core B PMYBX 3.58 16.12 5.19 3.27 14.97 8.09
Putnam Multi-Cap Core C PMYCX 3.59 16.15 5.19 3.27 14.97 8.10
Putnam Multi-Cap Core M PMYMX 3.61 16.27 5.24 3.53 15.25 8.37
Putnam Multi-Cap Core R6 PMYTX 3.70 16.74 5.51 4.37 --- ---
Putnam Multi-Cap Core Y PMYYX 3.70 16.70 5.47 4.33 16.14 9.18
Putnam Multi-Cap Core R PMYZX 3.62 16.40 5.31 3.76 15.56 8.63
Putnam Research A PNRAX 4.40 19.60 6.79 9.25 15.96 10.08
Pin Oak Equity POGSX 2.54 15.42 2.77 0.99 15.47 9.80
T. Rowe Price Total Equity Market Idx POMIX 4.09 18.49 5.36 7.04 14.82 10.09
PRIMECAP Odyssey Stock POSKX 4.29 14.15 3.96 3.43 15.85 10.49
PIMCO StocksPLUS® Admin PPLAX 4.40 19.44 5.74 8.70 15.36 10.39
PGIM QMA US Broad Market Index R6 PQBMX 4.20 18.17 5.43 7.62 --- ---
PGIM QMA Large-Cap Core Equity PLUS A PQMAX 2.75 11.42 1.69 -0.93 --- ---
PGIM QMA Large-Cap Core Equity PLUS C PQMCX 2.76 11.02 1.51 -1.71 --- ---
PGIM QMA Large-Cap Core Equity PLUS R6 PQMQX 2.85 11.53 1.79 -0.74 --- ---
PGIM QMA Large-Cap Core Equity PLUS Z PQMZX 2.85 11.44 1.79 -0.83 --- ---
PGIM QMA Stock Index R6 PQSIX 4.37 18.59 5.68 8.94 --- ---
Putnam Research C PRACX 4.32 19.20 6.61 8.41 15.08 9.25
Parnassus Core Equity Investor PRBLX 5.13 20.57 8.26 15.70 15.30 10.52
T. Rowe Price Capital Opportunity PRCOX 4.26 19.47 5.62 8.76 16.04 11.12
T. Rowe Price Dividend Growth PRDGX 4.59 20.07 7.75 15.99 15.14 11.61
T. Rowe Price Equity Index 500 PREIX 4.37 18.55 5.65 8.87 15.13 10.60
Putnam Research B PRFBX 4.32 19.19 6.57 8.40 15.08 9.25
Putnam Research M PRFMX 4.34 19.32 6.66 8.67 15.38 9.52
T. Rowe Price Growth & Income PRGIX 4.31 18.75 6.74 11.27 14.20 10.82
Parnassus Core Equity Institutional PRILX 5.15 20.68 8.33 15.97 15.54 10.75
Putnam Research R PRSRX 4.36 19.45 6.72 8.94 15.65 9.80
T. Rowe Price Equity Index 500 I PRUIX 4.38 18.62 5.68 9.03 15.29 ---
PGIM QMA Stock Index A PSIAX 4.37 18.39 5.59 8.58 14.80 10.31
PGIM QMA Stock Index C PSICX 4.30 18.01 5.39 7.84 14.06 9.60
PGIM QMA Stock Index Z PSIFX 4.37 18.57 5.66 8.87 15.12 10.62
PIMCO StocksPLUS® I2 PSKPX 4.50 19.56 5.85 8.96 15.56 10.56
PIMCO StocksPLUS® Absolute Return C PSOCX 4.52 19.00 5.68 6.96 15.37 9.54
PIMCO StocksPLUS® A PSPAX 4.42 19.35 5.79 8.64 15.19 10.21
PIMCO StocksPLUS® C PSPCX 4.40 19.09 5.61 8.05 14.64 9.68
Principal Large Cap S&P 500 Index J PSPJX 4.35 18.52 5.62 8.70 14.93 10.41
PIMCO StocksPLUS® Absolute Return I-3 PSPNX 4.61 19.59 5.85 7.97 --- ---
PIMCO StocksPLUS® R PSPRX 4.34 19.19 5.65 8.36 14.90 9.94
PIMCO StocksPLUS® Absolute Return Instl PSPTX 4.66 19.71 6.00 8.16 16.68 10.80
Port Street Quality Growth Institutional PSQGX 3.15 10.63 3.62 8.77 9.35 6.92
PIMCO StocksPLUS® Instl PSTKX 4.50 19.67 5.85 9.07 15.65 10.66
PIMCO StocksPLUS® I-3 PSTNX 4.46 19.55 5.82 8.82 --- ---
PGIM QMA Large-Cap Core Equity Z PTEZX 3.98 17.18 4.99 4.39 14.25 9.89
PGIM QMA Large-Cap Core Equity A PTMAX 3.96 17.05 4.85 4.13 13.97 9.61
PGIM QMA Large-Cap Core Equity B PTMBX 3.90 16.62 4.65 3.21 13.02 8.74
PGIM QMA Large-Cap Core Equity C PTMCX 3.90 16.59 4.64 3.33 13.14 8.79
PGIM QMA Large-Cap Core Equity R6 PTMQX 4.05 17.32 5.06 4.58 --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX 4.58 19.44 5.83 7.69 16.22 10.35
PIMCO StocksPLUS® Absolute Return I2 PTOPX 4.62 19.47 5.86 8.07 16.58 10.68
Putnam Research Y PURYX 4.41 19.75 6.86 9.48 16.23 10.35
Pioneer Core Equity Y PVFYX 3.84 18.84 5.21 4.00 15.30 9.08
Virtus Rampart Sector Trend A PWBAX 4.24 11.96 5.31 1.41 7.82 3.34
Virtus Rampart Sector Trend C PWBCX 4.14 11.52 5.06 0.62 7.01 2.57
Principal Capital Appreciation Inst PWCIX 4.36 19.88 7.33 11.53 15.51 10.75
Pax ESG Beta Quality Institutional PWGIX 3.62 15.69 4.61 8.21 14.02 9.67
Pax ESG Beta Dividend Fund Institutional PXDIX 3.78 15.17 3.78 8.04 --- ---
Pax ESG Beta Quality A PXGAX 3.63 15.55 4.54 7.93 13.72 9.41
Virtus Rampart Enhanced Core Equity I PXIIX 2.64 15.94 3.69 4.55 11.78 8.87
Pax ESG Beta Quality Individual Investor PXWGX 3.62 15.57 4.53 7.90 13.71 9.40
Pioneer Y PYODX 4.71 18.97 7.81 13.11 16.15 10.42
AQR Large Cap Multi-Style I QCELX 3.67 14.25 3.09 -0.89 12.55 7.45
AQR Large Cap Multi-Style N QCENX 3.62 14.15 3.04 -1.10 12.28 7.18
AQR Large Cap Multi-Style R6 QCERX 3.67 14.26 3.09 -0.78 12.65 ---
Pear Tree Quality Institutional QGIAX 4.46 18.64 5.24 13.99 16.67 12.09
AQR Large Cap Relaxed Constraint Eq I QLRIX 4.15 13.58 3.70 1.40 --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX 4.15 13.47 3.70 1.17 --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX 4.24 13.68 3.79 1.51 --- ---
AQR TM Large Cap Multi-Style I QTLLX 3.59 14.46 3.34 0.02 12.89 ---
AQR TM Large Cap Multi-Style N QTLNX 3.59 14.25 3.26 -0.29 12.61 ---
AQR TM Large Cap Multi-Style R6 QTLRX 3.59 14.45 3.34 0.13 13.01 ---
AQR Large Cap Defensive Style R6 QUERX 4.40 19.39 7.32 14.53 16.09 ---
Victory RS Large Cap Alpha R RCEKX 2.65 18.02 5.22 3.74 12.40 7.12
Victory RS Large Cap Alpha Y RCEYX 2.68 18.35 5.38 4.35 13.04 7.74
Rock Oak Core Growth RCKSX 3.13 8.22 -2.60 -10.44 14.69 6.58
T. Rowe Price US Large-Cap Core I RCLIX 4.30 18.81 6.80 11.34 --- ---
Victory RS Large Cap Alpha C RCOCX 2.60 17.80 5.11 3.32 11.91 6.66
Columbia Disciplined Core C RDCEX 2.94 14.44 3.21 4.39 13.82 9.28
Russell Inv Equity Income E REAEX 3.63 16.17 4.13 3.23 13.05 8.65
Russell Inv Equity Income Y REAYX 3.66 16.38 4.22 3.66 --- ---
Aspiration Redwood REDWX 1.94 20.86 4.64 3.25 17.19 ---
Russell Inv Sustainable Equity A REQAX 3.69 15.65 5.46 9.15 12.40 9.69
Russell Inv Sustainable Equity C REQCX 3.64 15.23 5.24 8.31 11.55 8.86
Russell Inv Sustainable Equity E REQEX 3.70 15.65 5.44 9.15 12.40 9.69
Russell Inv Equity Income C REQSX 3.56 15.70 3.94 2.43 12.19 7.84
Russell Inv Sustainable Equity S REQTX 3.73 15.84 5.53 9.49 12.72 9.99
Glenmede Responsible ESG US Equity RESGX 3.65 12.45 3.22 2.77 14.42 ---
Russell Inv Tax-Managed US Large Cap S RETSX 4.24 17.83 5.65 6.79 13.77 9.14
Russell Inv Sustainable Equity Y REUYX 3.73 15.92 5.56 9.64 12.90 10.18
American Funds Fundamental Invs R2E RFEBX 4.11 14.73 3.69 3.69 13.35 ---
American Funds Fundamental Invs R1 RFNAX 4.10 14.58 3.61 3.36 13.00 9.04
American Funds Fundamental Invs R2 RFNBX 4.09 14.58 3.62 3.36 13.01 9.06
American Funds Fundamental Invs R3 RFNCX 4.14 14.81 3.72 3.84 13.52 9.53
American Funds Fundamental Invs R4 RFNEX 4.16 14.97 3.80 4.16 13.86 9.86
American Funds Fundamental Invs R5 RFNFX 4.19 15.13 3.88 4.47 14.20 10.19
American Funds Fundamental Invs R6 RFNGX 4.18 15.17 3.89 4.53 14.26 10.25
American Funds Fundamental Invs R5E RFNHX 4.19 15.11 3.87 4.39 14.09 ---
American Funds Invmt Co of Amer R2E RIBEX 3.79 13.99 3.68 3.48 11.54 ---
American Funds Invmt Co of Amer R1 RICAX 3.79 13.84 3.62 3.21 11.21 7.62
American Funds Invmt Co of Amer R2 RICBX 3.79 13.85 3.62 3.18 11.21 7.63
American Funds Invmt Co of Amer R3 RICCX 3.81 14.08 3.72 3.66 11.70 8.10
American Funds Invmt Co of Amer R4 RICEX 3.85 14.26 3.82 3.97 12.04 8.43
American Funds Invmt Co of Amer R5 RICFX 3.89 14.42 3.92 4.30 12.38 8.76
American Funds Invmt Co of Amer R6 RICGX 3.87 14.45 3.90 4.33 12.43 8.80
American Funds Invmt Co of Amer R5E RICHX 3.87 14.35 3.87 4.16 12.26 ---
Russell Inv Equity Income S RLISX 3.66 16.31 4.23 3.54 13.36 8.94
Lazard US Equity Concentrated R6 RLUEX 6.82 22.37 7.48 10.19 --- ---
Lazard US Equity Select R6 RLUSX 4.91 19.16 6.65 10.71 15.15 8.96
T. Rowe Price Capital Opportunity R RRCOX 4.21 19.15 5.47 8.10 15.35 10.48
Invesco Oppenheimer Rising Dividends R5 RSDQX 4.46 --- --- --- --- ---
Russell Inv US Strategic Equity A RSEAX 3.94 19.05 5.91 3.69 13.65 8.71
Russell Inv US Strategic Equity C RSECX 3.96 18.64 5.71 2.88 12.78 7.89
Russell Inv US Strategic Equity E RSEEX 4.01 19.07 5.98 3.68 13.64 8.70
Russell Inv US Strategic Equity S RSESX 4.02 19.17 6.05 3.88 13.91 8.96
Russell Inv US Dynamic Equity A RSGAX 4.03 18.97 5.44 0.44 14.26 8.33
Russell Inv US Dynamic Equity C RSGCX 3.96 18.35 5.09 -0.43 13.38 7.51
Russell Inv US Dynamic Equity E RSGEX 4.00 18.86 5.41 0.44 14.26 8.32
Russell Inv US Dynamic Equity S RSGSX 3.94 19.21 5.50 0.78 14.62 8.63
Russell Inv US Dynamic Equity Y RSGTX 4.13 19.42 5.69 1.05 14.85 8.85
Columbia Disciplined Core Inst2 RSIPX 3.13 15.08 3.56 5.52 15.01 10.47
Russell Inv Equity Income A RSQAX 3.64 16.16 4.14 3.25 13.05 8.65
Russell Inv Multifactor US Equity A RTDAX 3.75 17.10 4.64 4.03 --- ---
Russell Inv Multifactor US Equity C RTDCX 3.65 16.73 4.42 3.31 --- ---
Russell Inv Multifactor US Equity R6 RTDRX 3.73 17.29 4.75 4.49 14.23 ---
Russell Inv Multifactor US Equity S RTDSX 3.74 17.17 4.71 4.31 14.08 ---
Russell Inv Multifactor US Equity M RTDTX 3.81 17.38 4.74 4.56 14.25 ---
Russell Inv Multifactor US Equity Y RTDYX 3.82 17.40 4.75 4.52 14.30 ---
Russell Inv Tax-Managed US Large Cap A RTLAX 4.22 17.71 5.56 6.53 13.48 8.87
Russell Inv Tax-Managed US Large Cap C RTLCX 4.15 17.26 5.36 5.71 12.62 8.05
Russell Inv Tax-Managed US Large Cap E RTLEX 4.22 17.68 5.56 6.51 13.47 8.87
Russell Inv Tax-Managed US Large Cap M RTMTX 4.24 17.90 5.66 6.90 --- ---
Russell Inv US Strategic Equity Y RUSPX 4.02 19.22 6.09 --- --- ---
Russell Inv US Strategic Equity M RUSTX 4.02 19.23 5.99 4.00 --- ---
American Funds Washington Mutual R2E RWEBX 4.06 14.93 5.54 8.69 13.57 ---
American Funds Washington Mutual R1 RWMAX 4.03 14.75 5.47 8.37 13.22 8.90
American Funds Washington Mutual R2 RWMBX 4.03 14.74 5.47 8.37 13.22 8.92
American Funds Washington Mutual R3 RWMCX 4.06 14.99 5.57 8.84 13.72 9.39
American Funds Washington Mutual R4 RWMEX 4.10 15.16 5.68 9.20 14.08 9.72
American Funds Washington Mutual R5 RWMFX 4.11 15.35 5.75 9.50 14.41 10.05
American Funds Washington Mutual R6 RWMGX 4.12 15.36 5.75 9.55 14.46 10.10
American Funds Washington Mutual R5E RWMHX 4.09 15.27 5.71 9.40 14.30 ---
Rydex S&P 500 A RYSOX 4.24 17.65 5.22 7.18 13.44 8.99
Rydex S&P 500 H RYSPX 4.24 17.67 5.24 7.20 13.44 8.99
Rydex S&P 500 C RYSYX 4.18 17.24 5.02 6.38 12.59 8.18
SA US Core Market Select SAALX 4.35 18.47 5.60 7.77 --- ---
Spirit of America Large Cap Value C SACVX 4.03 17.12 5.70 6.13 11.55 ---
SA US Core Market Investor SAMKX 4.29 18.34 5.54 7.52 15.30 10.09
Barrett Opportunity SAOPX 3.30 10.36 1.76 -1.16 11.30 7.04
ClearBridge Appreciation C SAPCX 4.34 18.44 7.74 13.21 13.68 9.52
ClearBridge Appreciation I SAPYX 4.40 18.97 8.00 14.34 14.81 10.63
ClearBridge Dividend Strategy C SBPLX 3.96 19.44 7.21 13.96 13.18 8.82
AmericaFirst Large Cap Shr Buyback A SBQAX 2.78 14.46 1.50 3.81 --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX 2.73 14.52 1.57 4.19 --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX 2.72 13.98 1.25 3.21 --- ---
QS S&P 500 Index D SBSDX 4.36 18.43 5.62 8.69 14.94 10.45
QS S&P 500 Index A SBSPX 4.36 18.30 5.55 8.46 14.72 10.22
DWS Core Equity S SCDGX 4.01 18.56 5.76 6.66 15.26 10.91
SEI Large Cap Disciplined Eq A (SIIT) SCPAX 3.97 16.17 4.27 5.00 12.80 9.37
DWS S&P 500 Index S SCPIX 4.37 18.51 5.61 9.18 15.14 10.56
Touchstone Large Cap Focused Instl SCRLX 4.32 18.05 5.59 9.78 16.45 ---
Touchstone Large Cap Focused C SCSCX 4.25 17.43 5.31 8.56 15.13 9.88
SEI Dynamic Asset Allocation A (SIIT) SDLAX 5.11 17.25 4.95 6.60 13.69 11.32
Sit Dividend Growth I SDVGX 3.95 15.87 4.91 7.19 12.52 8.96
Sit Dividend Growth S SDVSX 3.97 15.79 4.88 6.94 12.24 8.70
SEI Dynamic Asset Allocation F (SIMT) SDYAX 5.04 16.80 4.70 5.85 12.90 ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX 5.03 16.98 4.78 6.14 13.19 ---
Guggenheim StylePlus - Large Core A SECEX 4.18 17.43 4.99 6.26 14.31 10.13
Crossmark Steward Lrg Cap Enh Idx C SEEBX 3.79 16.80 4.54 3.31 --- ---
Crossmark Steward Lrg Cap Enh Idx Instl SEECX 3.99 17.67 5.11 5.26 13.82 8.78
Crossmark Steward Lrg Cap Enh Idx R6 SEEHX 4.12 17.71 5.15 4.30 --- ---
Crossmark Steward Lrg Cap Enh Idx A SEEKX 3.96 17.49 5.03 4.94 13.46 8.43
SEI US Equity Factor Allocation A (SIIT) SEHAX 4.02 17.41 5.20 6.64 --- ---
Touchstone Large Cap Focused A SENCX 4.32 17.89 5.51 9.44 16.05 10.76
Sit ESG Growth S SESGX 4.19 16.01 6.46 6.70 --- ---
Guggenheim StylePlus - Large Core C SFECX 4.15 16.96 4.77 5.32 13.31 9.14
Guggenheim StylePlus - Large Core P SFEPX 4.18 17.48 5.00 6.19 14.15 ---
SGI US Large Cap Equity C SGICX 3.88 17.98 5.84 9.46 11.63 ---
Columbia Contrarian Core V SGIEX 4.09 19.23 5.53 7.63 12.89 9.33
ClearBridge Appreciation A SHAPX 4.41 18.83 7.95 13.97 14.47 10.30
Stone Harbor 500 Plus Instl SHERX 4.23 18.45 5.85 8.72 --- ---
Touchstone Large Cap Focused Y SICWX 4.33 18.02 5.58 9.71 16.35 11.05
SGI US Large Cap Equity I SILVX 3.97 18.59 6.14 10.60 12.70 11.33
SIM US Core Managed Volatility Z SIMUX 2.66 13.90 3.91 --- --- ---
Selected American Shares D SLADX 2.70 16.51 3.19 -2.82 12.43 7.93
Selected American Shares S SLASX 2.68 16.33 3.11 -3.14 12.07 7.58
SEI Large Cap A (SIIT) SLCAX 3.84 16.71 4.57 5.77 13.76 8.65
Selective Opportunity Service SLCSX -2.47 14.58 -2.94 1.79 --- ---
Selective Opportunity Foundation SLCTX -2.47 14.59 -2.95 1.87 --- ---
SEI Large Cap F (SIMT) SLGAX 3.75 16.48 4.45 4.34 14.26 8.46
SEI Large Cap Index F (SIMT) SLGFX 4.30 18.70 5.55 8.22 --- ---
SEI Large Cap Y (SIMT) SLYCX 3.75 16.64 4.52 4.68 14.54 ---
Columbia Contrarian Core Inst SMGIX 4.14 19.46 5.64 7.91 13.19 9.62
Schroder North American Equity Inv SNAEX 3.82 16.39 5.12 7.53 14.30 9.77
Schwab 1000 Index® SNXFX 4.26 18.84 5.61 8.38 15.17 10.39
Spirit of America Large Cap Value A SOAVX 4.11 17.54 5.93 6.90 12.37 7.58
ClearBridge Dividend Strategy A SOPAX 4.02 19.87 7.44 14.78 13.96 9.58
ClearBridge Dividend Strategy I SOPYX 4.07 20.03 7.52 15.13 14.31 9.92
Shelton S&P 500 Index Direct SPFIX 4.36 18.38 5.65 8.69 15.09 10.59
Invesco S&P 500 Index A SPIAX 4.34 18.37 5.56 8.48 14.74 10.22
Invesco S&P 500 Index C SPICX 4.27 17.93 5.35 7.69 13.89 9.41
Invesco S&P 500 Index Y SPIDX 4.35 18.52 5.62 8.78 15.02 10.50
SEI S&P 500 Index I (SIMT) SPIIX 4.35 18.33 5.53 8.44 14.65 10.17
SEI S&P 500 Index A (SIIT) SPINX 4.35 18.63 5.63 9.02 15.31 10.80
Invesco S&P 500 Index R6 SPISX 4.39 18.56 5.62 8.81 --- ---
PGIM Jennison Equity Income A SPQAX 3.76 14.04 3.68 5.59 8.52 5.03
Symmetry Panoramic US Equity I SPUSX 3.31 16.59 4.53 --- --- ---
Shelton S&P 500 Index K SPXKX 4.32 18.11 5.51 8.15 14.52 10.04
MFS Equity Opportunities A SRFAX 3.14 15.28 4.46 0.96 8.41 5.69
MFS Equity Opportunities B SRFBX 3.07 14.84 4.24 0.16 7.60 4.90
MFS Equity Opportunities C SRFCX 3.10 14.87 4.26 0.19 7.61 4.90
MFS Equity Opportunities R1 SRFDX 3.02 14.81 4.23 0.21 7.61 4.90
MFS Equity Opportunities R2 SRFEX 3.09 15.14 4.38 0.67 8.13 5.42
MFS Equity Opportunities R3 SRFFX 3.11 15.26 4.40 0.93 8.41 5.68
MFS Equity Opportunities R4 SRFGX 3.12 15.41 4.47 1.16 8.69 5.95
MFS Equity Opportunities R6 SRFHX 3.17 15.48 4.55 1.27 8.79 6.06
MFS Equity Opportunities I SRFIX 3.13 15.38 4.49 1.18 8.68 5.95
Sarofim Equity SRFMX 4.41 21.68 7.27 10.63 15.27 8.62
Gabelli ESG A SRIAX 3.63 16.56 4.82 2.20 5.81 4.39
Gabelli ESG C SRICX 3.51 16.19 4.65 1.43 5.02 3.61
Gabelli ESG I SRIDX 3.60 16.78 4.91 2.48 6.08 4.65
Gabelli ESG AAA SRIGX 3.55 16.55 4.82 2.19 5.80 4.39
Victory Diversified Stock A SRVEX 3.51 15.94 5.20 1.02 10.84 6.22
State Street Equity 500 Index II SSEYX 4.41 18.69 5.67 9.03 15.32 ---
State Street Equity 500 Index R SSFRX 4.36 18.35 5.50 8.37 14.60 10.09
SEI S&P 500 Index F (SIMT) SSPIX 4.37 18.56 5.64 8.88 15.01 10.47
State Street Equity 500 Index A SSSVX 4.35 18.48 5.58 8.72 14.86 ---
State Street Equity 500 Index I SSSWX 4.39 18.63 5.67 9.02 15.15 ---
State Street Equity 500 Index K SSSYX 4.39 18.69 5.67 9.00 15.29 ---
Victory Special Value A SSVSX 3.16 15.02 4.83 0.31 10.16 5.23
State Street Equity 500 Index Svc STBIX 4.40 18.50 5.59 8.75 15.00 10.48
Stralem Equity STEFX 3.74 17.01 3.99 10.09 10.93 7.87
State Street Equity 500 Index Adm STFAX 4.35 18.53 5.58 8.80 15.11 10.58
State Farm Growth STFGX 4.62 16.32 6.43 12.54 12.00 8.47
SEI Tax-Managed Large Cap Y (SIMT) STLYX 3.89 16.45 4.88 5.06 14.36 ---
BlackRock Exchange BlackRock STSEX 4.83 18.01 7.71 15.98 14.14 8.67
State Street Instl US Equity Inv SUSIX 4.45 19.26 6.18 10.40 15.87 9.80
State Street Instl US Equity Svc SUSSX 4.51 19.12 6.10 10.11 15.59 9.54
DWS Core Equity A SUWAX 3.98 18.38 5.72 6.38 14.94 10.60
DWS Core Equity C SUWCX 3.94 17.95 5.50 5.54 14.05 9.76
DWS Core Equity Inst SUWIX 4.01 18.59 5.80 6.69 15.29 10.95
DWS Core Equity R SUWTX 3.97 18.18 5.60 5.94 14.46 10.16
DWS Core Equity T SUWUX 3.99 18.38 5.72 6.37 --- ---
DWS Core Equity R6 SUWZX 3.99 18.59 5.78 6.74 15.33 ---
SSgA S&P 500 Index N SVSPX 4.37 18.58 5.67 8.92 15.19 10.68
Schwab Core Equity SWANX 4.51 18.71 5.81 4.94 14.15 9.11
Schwab® S&P 500 Index SWPPX 4.39 18.64 5.70 9.05 15.32 10.78
Schwab Total Stock Market Index SWTSX 4.03 18.45 5.28 7.05 14.98 10.22
DWS S&P 500 Index A SXPAX 4.35 18.36 5.55 8.91 14.85 10.27
DWS S&P 500 Index C SXPCX 4.27 17.94 5.34 8.11 14.03 9.49
DWS S&P 500 Index R6 SXPRX 4.39 18.56 5.67 9.27 --- ---
Touchstone Anti-Benchmark® US Cor EqIns TABOX 5.20 15.60 5.62 --- --- ---
Touchstone Anti-Benchmark® US Cor Eq Y TABYX 5.20 15.60 5.52 --- --- ---
Touchstone Large Cap A TACLX 2.25 13.02 3.00 4.69 11.94 ---
T. Rowe Price Dividend Growth Advisor TADGX 4.58 19.92 7.67 15.69 14.83 11.31
JHancock Fundamental Large Cap Core A TAGRX 3.87 22.42 6.11 3.44 13.89 9.01
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX 4.31 18.22 5.39 7.42 14.56 ---
TIAA-CREF Equity Index Premier TCEPX 4.07 18.39 5.24 7.00 14.85 10.12
TIAA-CREF Equity Index Advisor TEIHX 4.01 18.35 5.23 7.00 14.95 ---
TIAA-CREF Equity Index W TEQWX 4.05 18.46 5.32 --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX 4.33 18.08 5.32 7.28 14.34 ---
Touchstone Large Cap C TFCCX 2.15 12.56 2.76 3.84 11.06 ---
Touchstone Focused C TFFCX 2.94 14.39 2.61 1.66 9.09 6.33
Touchstone Focused Instl TFFIX 3.04 15.01 2.89 2.81 10.31 7.53
Touchstone Focused Y TFFYX 3.02 14.97 2.86 2.71 10.23 7.43
Touchstone Focused A TFOAX 3.01 14.82 2.79 2.42 9.91 7.13
T. Rowe Price Growth & Income I TGTIX 4.27 18.80 6.74 11.34 --- ---
Thompson LargeCap THPGX 3.28 18.20 4.16 2.40 13.11 7.27
TIAA-CREF Social Choice Eq Advisor TICHX 4.10 18.25 5.10 7.40 14.85 ---
TIAA-CREF Social Choice Eq Retail TICRX 4.07 18.06 5.01 7.18 14.54 9.06
TIAA-CREF Equity Index Instl TIEIX 4.06 18.41 5.28 7.15 15.03 10.29
TIAA-CREF Equity Index Retail TINRX 4.03 18.27 5.23 6.85 14.70 9.97
TIAA-CREF Equity Index R TIQRX 4.04 18.34 5.25 6.91 14.76 10.01
TIAA-CREF S&P 500 Index Advisor TISAX 4.35 18.55 5.64 8.89 15.19 ---
TIAA-CREF Social Choice Eq Instl TISCX 4.09 18.24 5.10 7.44 14.84 9.35
TIAA-CREF S&P 500 Index Instl TISPX 4.38 18.64 5.70 9.05 15.31 10.80
Transamerica Large Core R4 TLAFX 4.27 16.02 4.50 5.17 14.67 8.84
Transamerica Large Core R TLARX 4.17 15.83 4.44 4.83 --- ---
Transamerica Large Core I3 TLATX 4.27 16.09 4.57 5.40 --- ---
Touchstone Large Cap Institutional TLCIX 2.25 13.24 3.07 5.08 12.31 ---
Touchstone Large Cap Y TLCYX 2.25 13.17 3.07 4.96 12.22 ---
Morgan Stanley Pathway Large Cap Eq TLGUX 4.34 17.68 4.74 6.93 13.90 9.60
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX 4.25 18.08 5.24 7.12 14.24 ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX 3.89 16.34 4.81 4.80 14.08 8.20
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX 4.31 18.22 5.30 7.52 14.59 ---
Tocqueville TOCQX 4.69 17.39 6.06 9.07 13.24 7.66
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX 4.30 18.17 5.29 7.35 14.47 ---
Trend Aggregation Dividend And Inc Instl TRDVX 3.23 7.14 4.43 2.45 --- ---
Patriot A TRFAX 4.06 15.64 3.61 4.04 11.44 8.71
Patriot C TRFCX 3.98 15.28 3.44 3.33 10.64 7.93
Patriot I TRFTX 4.08 15.76 3.65 4.30 11.75 9.00
T. Rowe Price Instl US Structured Rsrch TRISX 4.23 19.58 5.66 9.05 16.22 11.25
TIAA-CREF Social Choice Eq Premier TRPSX 4.06 18.18 5.06 7.27 14.66 9.19
TIAA-CREF Social Choice Eq Retire TRSCX 4.08 18.11 5.07 7.22 14.58 9.09
TIAA-CREF S&P 500 Index Retire TRSPX 4.38 18.49 5.64 8.79 15.02 10.52
T. Rowe Price US Large-Cap Core TRULX 4.27 18.68 6.72 11.16 14.03 11.21
JHancock Fundamental Large Cap Core B TSGWX 3.81 21.99 5.93 2.67 13.04 8.20
Transamerica Stock Index R4 TSTFX 4.31 18.45 5.59 8.72 15.02 10.51
Transamerica Stock Index R TSTRX 4.31 18.27 5.51 8.33 --- ---
Thornburg Value A TVAFX 2.19 14.62 2.02 -0.46 12.04 8.00
Thornburg Value C TVCFX 2.13 14.15 1.82 -1.36 11.15 7.16
Thornburg Value I TVIFX 2.21 14.81 2.11 -0.13 12.45 8.40
Thornburg Value R4 TVIRX 2.19 14.68 2.06 -0.38 12.17 8.13
Thornburg Value R3 TVRFX 2.18 14.63 2.03 -0.48 12.05 8.02
Thornburg Value R5 TVRRX 2.21 14.82 2.11 -0.13 12.46 8.41
USAA Growth & Income Institutional UIGIX 3.45 15.24 4.31 1.82 13.94 ---
Pear Tree Quality Ordinary USBOX 4.45 18.43 5.19 13.63 16.31 11.76
USAA Growth & Income Adviser USGIX 3.42 15.05 4.20 1.45 13.56 7.96
USAA Growth & Income USGRX 3.45 15.21 4.29 1.77 13.89 8.26
Invesco US Managed Volatility R6 USMVX 4.11 16.28 5.24 6.25 --- ---
USAA S&P 500 Index Reward USPRX 4.37 18.57 5.65 8.92 15.20 10.69
USAA S&P 500 Index Member USSPX 4.35 18.53 5.61 8.79 15.09 10.57
Invesco Equally-Wtd S&P 500 A VADAX 3.83 18.01 4.60 5.38 12.58 8.54
Invesco Equally-Wtd S&P 500 C VADCX 3.76 17.58 4.39 4.57 11.75 7.75
Invesco Equally-Wtd S&P 500 Y VADDX 3.84 18.15 4.65 5.64 12.86 8.81
Invesco Equally-Wtd S&P 500 R6 VADFX 3.85 18.23 4.68 5.77 12.99 8.94
Invesco Equally-Wtd S&P 500 R VADRX 3.80 17.87 4.52 5.11 12.29 8.26
Virtus Rampart Equity Trend A VAPAX 5.08 10.29 6.04 -0.40 9.02 1.45
Virtus Rampart Equity Trend C VAPCX 5.04 9.85 5.89 -1.17 8.23 0.72
Virtus Rampart Equity Trend I VAPIX 5.08 10.31 6.10 -0.20 9.26 1.68
Virtus Rampart Sector Trend I VARIX 4.16 12.09 5.32 1.62 8.09 3.61
VALIC Company I Core Equity VCCEX 3.14 15.06 3.54 3.94 14.50 8.71
VALIC Company I Growth & Income VCGAX 4.16 17.78 5.26 7.78 14.52 9.86
Voya Corporate Leaders 100 P3 VCLPX 3.66 16.53 4.91 8.01 --- ---
Voya Corporate Leaders 100 R6 VCLRX 3.61 16.25 4.77 7.38 13.14 ---
VALIC Company II U.S. Socially Rspnb VCSRX 4.60 19.48 6.26 9.44 14.85 10.53
Vanguard Dividend Appreciation Index Adm VDADX 4.96 19.25 8.06 14.57 15.08 10.64
Vanguard Dividend Appreciation Index Inv VDAIX 4.95 19.20 8.03 14.50 15.00 10.55
Vanguard Dividend Growth Inv VDIGX 4.51 21.62 8.97 18.67 15.27 11.47
Victory Diversified Stock C VDSCX 3.43 15.38 4.95 0.06 9.89 5.32
Victory Diversified Stock I VDSIX 3.52 16.11 5.27 1.28 11.12 6.49
Victory Diversified Stock R6 VDSRX 3.58 16.12 5.35 1.32 11.16 6.54
Victory Diversified Stock Y VDSYX 3.51 16.08 5.26 1.22 11.05 6.44
Virtus Rampart Enhanced Core Equity R6 VECRX 2.59 15.91 3.70 4.57 --- ---
Vanguard 500 Index Institutional Select VFFSX 4.39 18.66 5.70 9.08 15.38 ---
Vanguard 500 Index Admiral VFIAX 4.38 18.65 5.69 9.05 15.34 10.82
Vanguard 500 Index Investor VFINX 4.38 18.60 5.67 8.94 15.23 10.71
Vanguard FTSE Social Index Admiral VFTAX 4.54 --- 6.04 --- --- ---
Vanguard FTSE Social Index I VFTNX 4.53 19.03 6.05 9.60 17.20 11.71
Vanguard FTSE Social Index Inv VFTSX 4.46 18.95 5.98 9.47 17.11 11.60
Vanguard Growth & Income Adm VGIAX 4.29 17.60 5.06 7.38 14.64 10.69
USA Mutuals Vice A VICAX 3.05 18.75 3.98 -3.53 7.11 5.00
USA Mutuals Vice C VICCX 2.99 18.31 3.79 -4.24 6.40 4.25
USA Mutuals Vice Investor VICEX 3.06 18.76 3.99 -3.51 7.17 5.03
USA Mutuals Vice Institutional VICVX 3.08 18.90 4.04 -3.31 7.50 5.32
Vanguard Institutional Index Instl Pl VIIIX 4.39 18.67 5.70 9.08 15.36 10.85
Vanguard Institutional Index I VINIX 4.39 18.66 5.69 9.06 15.34 10.83
Voya Index Plus LargeCap Port ADV VIPAX 4.10 18.23 5.71 --- --- ---
Vanguard Instl Ttl Stk Mkt Idx I VITNX 4.01 18.50 5.30 7.24 15.08 10.33
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX 4.01 18.50 5.30 7.24 15.10 10.34
Vanguard Total Stock Market Idx I VITSX 4.01 18.48 5.30 7.21 15.08 10.30
Vanguard Large Cap Index Investor VLACX 4.31 18.67 5.63 8.80 15.30 10.57
Vanguard Large Cap Index Admiral VLCAX 4.33 18.74 5.67 8.93 15.45 10.71
VALIC Company I Large Cap Core VLCCX 4.07 19.09 5.48 7.83 13.09 9.58
Vanguard Large Cap Index Institutional VLISX 4.33 18.73 5.67 8.94 15.46 10.72
Vanguard Mega Cap Index Institutional VMCTX 4.38 18.28 5.72 9.71 15.93 11.10
Natixis Vaughan Nelson Select A VNSAX 3.93 17.35 5.95 3.06 14.33 9.71
Natixis Vaughan Nelson Select C VNSCX 3.84 16.94 5.70 2.27 13.47 8.89
Natixis Vaughan Nelson Select N VNSNX 3.91 17.55 5.98 3.31 --- ---
Natixis Vaughan Nelson Select Y VNSYX 3.97 17.55 6.04 3.36 14.62 10.00
Volumetric VOLMX 3.13 14.33 5.56 1.25 9.32 5.50
Vanguard PRIMECAP Core Inv VPCCX 3.99 13.55 3.71 4.00 16.47 11.02
Voya US Stock Index P2 VPSPX 4.42 18.59 5.69 8.97 --- ---
Vanguard Growth & Income Inv VQNPX 4.31 17.57 5.05 7.30 14.53 10.58
Vanguard Russell 1000 Index I VRNIX 4.26 18.77 5.53 8.43 15.20 10.49
Virtus Rampart Equity Trend R6 VRPAX 5.12 10.47 6.13 -0.06 9.41 ---
Vanguard Russell 3000 Index I VRTTX 4.05 18.45 5.28 7.14 15.00 10.23
Vanguard Total Stock Mkt Idx Instl Pls VSMPX 4.01 18.48 5.30 7.22 15.09 ---
Victory Special Value I VSPIX 3.16 15.07 4.86 0.42 10.26 5.38
VALIC Company I Stock Index VSTIX 4.37 18.50 5.63 8.74 15.00 10.49
Vanguard Total Stock Mkt Idx Instl Sel VSTSX 4.02 18.49 5.31 7.23 --- ---
Victory Special Value C VSVCX 3.07 14.54 4.57 -0.59 9.15 4.28
Victory Special Value R VSVGX 3.09 14.85 4.75 0.02 9.85 4.92
Victory Special Value Y VSVYX 3.18 15.11 4.89 0.51 10.40 5.49
Vanguard Tax-Managed Capital App I VTCIX 4.35 19.01 5.75 8.54 15.61 10.77
Vanguard Tax-Managed Capital App Adm VTCLX 4.34 18.99 5.74 8.50 15.57 10.74
Vanguard Total Stock Mkt Idx Adm VTSAX 4.01 18.48 5.30 7.20 15.07 10.29
Vanguard Total Stock Mkt Idx Inv VTSMX 4.01 18.41 5.27 7.09 14.95 10.18
Vulcan Value Partners VVPLX 4.22 18.93 3.65 1.11 12.96 7.22
Westfield Capital Dividend Growth Inv WCDGX 4.01 17.51 6.18 7.13 14.44 8.95
Westfield Capital Dividend Growth Instl WDIVX 4.02 17.69 6.20 7.32 14.73 9.14
TETON Westwood Equity A WEECX 3.22 15.68 6.10 7.30 12.10 8.14
TETON Westwood Equity I WEEIX 3.32 15.94 6.30 7.87 12.66 8.68
TETON Westwood Equity C WEQCX 3.18 15.35 5.98 6.71 11.51 7.60
TETON Westwood Equity AAA WESWX 3.22 15.76 6.18 7.54 12.35 8.40
Wells Fargo Diversified Equity C WFDEX 3.65 16.88 5.04 3.15 12.59 6.78
Wells Fargo Index A WFILX 4.35 18.41 5.58 8.60 14.86 10.34
Wells Fargo Index C WFINX 4.28 18.00 5.37 7.78 14.01 9.51
Wells Fargo Index Admin WFIOX 4.36 18.54 5.63 8.81 15.09 10.59
Wilshire 5000 Index Invmt WFIVX 3.85 17.65 4.94 6.66 14.27 9.71
Wells Fargo Large Cap Core Admin WFLLX 4.85 15.75 3.45 1.22 14.82 8.86
iShares S&P 500 Index K WFSPX 4.39 18.63 5.69 9.09 15.36 10.82
Westwood LargeCap Value Institutional WHGLX 3.28 15.73 6.16 7.74 12.93 8.90
Wilshire 5000 Index Instl WINDX 3.89 17.81 5.04 7.03 14.61 10.01
Wells Fargo Factor Enhanced Large Cap WLECX 3.85 17.39 5.38 11.31 --- ---
Wells Fargo Low Volatility US Eq Adm WLVDX 3.31 18.82 7.52 12.30 --- ---
Westwood Low Volatility Equity Inst WLVIX 3.29 16.51 5.90 8.88 10.39 6.87
Wells Fargo Low Volatility US Eq R6 WLVJX 3.39 19.02 7.60 12.69 --- ---
Wells Fargo Low Volatility US Eq C WLVKX 3.24 18.24 7.27 11.35 --- ---
Wells Fargo Low Volatility US Eq A WLVLX 3.30 18.80 7.51 12.27 --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX 3.39 18.90 7.60 12.59 --- ---
American Funds Washington Mutual F2 WMFFX 4.12 15.29 5.73 9.46 14.36 9.99
Wilmington Large-Cap Strategy Instl WMLIX 4.30 18.64 5.53 8.03 15.45 10.65
White Oak Select Growth WOGSX 3.01 13.47 1.03 4.58 16.54 11.62
Walden Equity WSEFX 4.60 19.05 6.78 12.64 15.48 10.42
American Funds Washington Mutual C WSHCX 4.03 14.78 5.47 8.40 13.25 8.92
American Funds Washington Mutual F1 WSHFX 4.09 15.17 5.66 9.16 14.05 9.70
Westwood LargeCap Value A WWLAX 3.27 15.66 6.13 7.47 12.67 8.64
YCG Enhanced YCGEX 4.05 26.68 9.67 15.59 17.12 11.69
AMG Yacktman Focused Sec Selectn Only I YFSIX 4.05 14.15 3.65 12.06 --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX 4.04 14.24 3.73 12.15 --- ---
Content Partners