Large Blend: Total Returns

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Data through 2/16/2018. 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 -1.60 2.07 6.01 17.11 9.72 13.17
Alpine Rising Dividend A AAADX -1.63 1.50 5.97 13.25 7.96 11.21
AllianzGI Best Styles US Equity A AABUX -1.60 2.25 5.31 20.53 --- ---
Alpine Rising Dividend Instl AADDX -1.68 1.50 5.97 13.53 8.22 11.48
AllianzGI Best Styles US Equity Instl ABTLX -1.56 2.26 5.35 20.72 10.77 ---
AllianzGI Best Styles US Equity C ACBUX -1.68 2.07 5.07 19.56 --- ---
American Century NT Equity Growth G ACLEX -0.63 3.74 7.04 20.07 9.69 13.60
American Century NT Core Equity Plus G ACNKX -1.20 3.86 6.94 18.39 8.95 13.47
American Century Core Equity Plus C ACPHX -1.40 3.49 6.31 16.30 7.54 12.04
American Century Core Equity Plus I ACPKX -1.24 3.71 6.72 17.80 8.86 13.42
American Century Core Equity Plus A ACPQX -1.30 3.58 6.55 17.26 8.36 12.91
American Century Core Equity Plus Inv ACPVX -1.30 3.65 6.60 17.52 8.63 13.19
American Century Core Equity Plus R ACPWX -1.31 3.54 6.44 16.88 8.06 12.61
Salient Adaptive US Equity Investor ACSIX -3.60 2.66 7.92 23.27 10.38 13.38
Advisory Research All Cap Value ADVGX -3.19 0.28 5.92 14.69 8.66 11.49
American Century Equity Growth C AEYCX -0.75 3.52 6.60 18.50 8.43 12.27
American Century Equity Growth R5 AEYGX -0.65 3.67 6.94 --- --- ---
American Century Equity Growth R AEYRX -0.68 3.58 6.74 19.11 8.98 12.84
American Century Sustainable Equity A AFDAX -0.66 3.57 7.67 24.83 10.61 14.19
American Century Sustainable Equity C AFDCX -0.70 3.48 7.46 23.89 9.78 13.34
American Century Sustainable Equity R5 AFDGX -0.59 3.63 7.79 --- --- ---
American Century Sustainable Equity Inv AFDIX -0.62 3.64 7.73 25.13 10.90 14.48
American Century Sustainable Equity R AFDRX -0.66 3.55 7.59 24.47 10.33 13.91
American Century Sustainable Equity I AFEIX -0.62 3.64 7.78 25.34 11.10 14.71
American Funds Fundamental Invs C AFICX -1.50 2.60 6.34 19.20 11.89 13.90
American Funds Fundamental Invs F1 AFIFX -1.45 2.69 6.52 20.05 12.71 14.74
AAM/Bahl & Gaynor Income Growth A AFNAX -0.61 1.70 5.23 16.70 9.99 11.49
AAM/Bahl & Gaynor Income Growth I AFNIX -0.65 1.72 5.28 16.94 10.28 11.76
AAM/Bahl & Gaynor Income Growth C AFYCX -0.70 1.56 4.99 15.82 9.15 10.60
American Century Sustainable Equity Y AFYDX -0.62 3.63 7.83 --- --- ---
Alger Growth & Income Z AGIZX -1.22 2.12 6.13 17.68 10.56 13.60
Prudential Jennison Equity Income C AGOCX -1.07 2.49 4.84 13.26 4.38 9.16
American Funds Invmt Co of Amer C AICCX -0.58 2.93 7.43 16.84 9.98 13.59
American Funds Invmt Co of Amer F1 AICFX -0.50 3.03 7.64 17.65 10.77 14.40
Alger Growth & Income I-2 AIGOX -1.29 2.09 6.18 17.83 10.37 13.57
American Funds Invmt Co of Amer A AIVSX -0.50 3.05 7.67 17.78 10.87 14.51
Alger Growth & Income A ALBAX -1.24 2.07 6.04 17.30 10.25 13.31
Alger Growth & Income C ALBCX -1.31 1.97 5.85 16.42 9.42 12.45
AllianzGI Best Styles US Equity P ALBPX -1.56 2.27 5.38 20.73 10.66 ---
AllianzGI Best Styles US Equity R6 ALSEX -1.55 2.25 5.37 20.81 10.87 ---
Amana Income Investor AMANX -2.10 -0.04 3.52 15.98 8.38 11.31
American Century Equity Growth I AMEIX -0.65 3.67 6.94 19.94 9.74 13.63
AAMA Equity AMFEX -0.79 3.00 6.52 --- --- ---
Amana Income Institutional AMINX -2.09 -0.02 3.56 16.26 8.64 ---
AlphaMark Large Cap Growth AMLCX -2.55 1.11 6.33 22.76 11.01 15.25
American Century Adaptive Equity Inv AMVIX -1.65 1.53 4.32 17.52 9.94 14.85
ALPS | WMC Research Value C AMWCX -2.04 0.82 4.77 6.91 5.90 10.56
ALPS | WMC Research Value I AMWIX -1.89 0.97 5.15 8.18 7.00 11.67
ALPS | WMC Research Value Inv AMWYX -1.94 1.00 5.13 7.88 6.72 11.39
American Funds Fundamental Invs A ANCFX -1.43 2.70 6.55 20.15 12.79 14.81
AllianzGI PerformanceFee Struct US Eq I APBIX -2.52 1.11 --- --- --- ---
AllianzGI PerformanceFee Struct US Eq P APBPX -2.52 1.11 --- --- --- ---
AllianzGI PerformanceFee Struct US Eq R6 APBRX -2.52 1.11 --- --- --- ---
American Beacon Alpha Quant Core Instl AQCIX -1.67 2.71 7.58 --- --- ---
American Beacon Alpha Quant Core Inv AQCPX -1.85 2.63 7.42 --- --- ---
American Beacon Alpha Quant Core Y AQCYX -1.76 2.62 7.50 --- --- ---
Columbia Disciplined Core A AQEAX -0.49 2.93 7.68 21.86 10.39 15.10
LKCM Aquinas Catholic Equity AQEIX -1.67 2.68 6.88 18.78 9.11 11.03
American Beacon Alpha Quant Qual Instl AQQIX 0.00 3.81 8.70 --- --- ---
American Beacon Alpha Quant Qual Inv AQQPX 0.00 3.74 8.64 --- --- ---
American Beacon Alpha Quant Qual Y AQQYX 0.00 3.82 8.71 --- --- ---
Aristotle Core Equity I ARSLX -1.60 2.63 5.71 --- --- ---
Artisan Thematic Investor ARTTX 2.60 6.94 10.14 --- --- ---
Salient Adaptive US Equity Institutional ASMCX -3.54 2.72 8.03 23.85 10.83 13.83
AQR Large Cap Defensive Style I AUEIX -0.10 2.31 5.05 19.15 13.44 16.06
AQR Large Cap Defensive Style N AUENX -0.15 2.26 4.93 18.78 13.12 15.76
AB Select US Equity A AUUAX -0.58 2.80 6.86 20.43 10.64 13.74
AB Select US Equity C AUUCX -0.60 2.75 6.71 19.53 9.84 12.92
AB Select US Equity I AUUIX -0.52 2.83 6.89 20.75 10.93 14.04
AB Select US Equity K AUUKX -0.58 2.84 6.86 20.32 10.55 13.66
AB Select US Equity R AUURX -0.53 2.86 6.85 20.12 10.35 13.45
AB Select US Equity Advisor AUUYX -0.52 2.86 6.95 20.75 10.94 14.04
American Century Adaptive Equity A AVDAX -1.63 1.52 4.27 17.16 --- ---
American Century Adaptive Equity I AVDIX -1.53 1.66 4.43 17.73 10.18 15.10
American Century Adaptive Equity R6 AVDMX -1.59 1.56 4.37 17.90 --- ---
American Century Adaptive Equity R AVDRX -1.72 1.43 4.17 16.88 --- ---
Ave Maria Rising Dividend AVEDX -1.88 2.01 7.84 14.20 8.21 11.71
AT Disciplined Equity Institutional AWEIX -1.54 3.50 7.60 19.19 10.84 14.77
Brown Advisory Equity Income Adv BADAX -1.54 0.75 4.54 16.49 6.86 10.78
Brown Advisory Equity Income Inst BAFDX -1.54 0.75 4.56 16.91 7.27 11.22
iShares Total US Stock Market Idx Inv A BASMX -1.51 2.11 5.69 17.33 --- ---
BBH Core Select N BBTEX -1.84 2.06 6.39 16.83 8.34 10.50
BBH Core Select Retail BBTRX -1.88 1.96 6.33 16.50 8.07 10.22
The BeeHive BEEHX -3.07 1.64 2.73 8.77 5.45 10.04
American Century Equity Growth A BEQAX -0.68 3.61 6.79 19.38 9.25 13.12
American Century Equity Growth Inv BEQGX -0.68 3.64 6.85 19.69 9.52 13.40
Brown Advisory Equity Income Inv BIADX -1.54 0.82 4.59 16.74 7.14 11.06
iShares Edge MSCI Min Vol USA Idx Instl BIMVX -0.96 0.44 2.69 14.75 --- ---
BlackRock Impact US Equity Investor A BIRAX -1.20 2.40 5.93 18.44 --- ---
BlackRock Impact US Equity Investor C BIRCX -1.28 2.26 5.76 17.57 --- ---
BlackRock Impact US Equity Institutional BIRIX -1.19 2.40 5.99 18.72 --- ---
BlackRock Impact US Equity K BIRKX -1.19 2.40 6.00 18.74 --- ---
iShares Edge MSCI USA Size Fact Idx Ins BISFX -1.20 0.96 4.24 14.45 --- ---
iShares Total US Stock Market Idx Instl BITSX -1.51 2.11 5.82 17.56 --- ---
iShares Edge MSCI Min Vol USA Idx K BKMVX -0.88 0.44 2.70 14.78 --- ---
iShares Edge MSCI USA Size Fact Idx K BKSFX -1.20 0.96 4.25 14.51 --- ---
iShares Total US Stock Market Idx K BKTSX -1.51 2.11 5.83 17.59 --- ---
Beck, Mack & Oliver Partners BMPEX -3.07 2.91 9.18 15.58 4.25 4.58
BMT Multi-Cap BMTMX -2.50 1.49 5.09 --- --- ---
UBS US Sustainable Equity A BNEQX -2.39 1.58 3.97 12.40 8.49 13.68
UBS US Sustainable Equity C BNQCX -2.47 1.42 3.76 11.52 7.67 12.82
Boyar Value BOYAX -1.03 1.77 6.91 14.06 7.32 11.18
UBS US Sustainable Equity P BPEQX -2.35 1.60 4.05 12.67 8.75 13.96
iShares Edge MSCI USA Qual Fact Idx Ins BQFIX -1.57 2.06 6.14 20.90 --- ---
iShares Edge MSCI USA Qual Fact Idx K BQFKX -1.57 2.06 6.15 20.95 --- ---
Bright Rock Quality Large Cap Instl BQLCX -3.21 -0.24 4.98 13.11 7.48 11.43
Bright Rock Quality Large Cap Investor BQLIX -3.26 -0.29 4.91 12.66 7.15 11.29
iShares Russell 1000 Large-Cap Idx Inv A BRGAX -1.41 2.26 5.92 17.84 10.77 14.16
iShares Russell 1000 Large-Cap Idx K BRGKX -1.41 2.25 5.99 18.19 11.09 14.50
iShares Russell 1000 Large-Cap Idx Instl BRGNX -1.41 2.30 5.96 18.14 11.05 14.53
Bridgeway Blue Chip 35 Index BRLIX -3.01 1.65 5.80 16.15 10.72 13.74
Bretton Fund BRTNX -0.69 2.72 11.58 16.71 8.56 10.74
Smith Group Large Cap Core Growth Instl BSLGX -2.71 1.89 5.94 21.67 10.85 14.83
Smith Group Large Cap Core Growth Inv BSLNX -2.71 1.78 5.80 21.36 10.62 ---
iShares S&P 500 Index Investor A BSPAX -1.44 2.40 6.07 18.29 11.13 ---
iShares S&P 500 Index Institutional BSPIX -1.42 2.44 6.14 18.58 11.41 ---
iShares S&P 500 Index Service BSPSX -1.43 2.42 6.11 18.44 11.28 ---
iShares S&P 500 Index Investor C1 BSPZX -1.50 2.30 5.88 17.43 10.33 ---
Boston Trust Equity BTEFX -1.35 2.29 6.79 18.47 10.89 12.40
Deutsche Equity 500 Index S BTIEX -1.43 2.43 6.10 18.34 11.20 14.44
Deutsche Equity 500 Index Institutional BTIIX -1.42 2.44 6.11 18.40 11.25 14.50
Deutsche Equity 500 Index R6 BTIRX -1.42 2.44 6.12 --- --- ---
Buffalo Dividend Focus BUFDX -1.74 1.86 5.58 13.82 9.61 14.66
Calamos Dividend Growth A CADVX -1.50 2.38 5.78 18.09 9.78 ---
Eaton Vance Tx-Mgd Growth 1.0 CAPEX -1.30 3.20 7.65 20.52 11.56 14.55
Castle Focus C CASTX -2.82 -0.91 1.57 6.62 4.97 6.64
SEI Catholic Values Equity F (SCVT) CAVAX -1.63 2.34 6.21 20.26 --- ---
SEI Catholic Values Equity Y (SCVT) CAVYX -1.63 2.35 6.22 20.38 --- ---
Columbia Contrarian Core R CCCRX -2.54 1.28 5.64 16.48 9.94 13.81
Calamos Dividend Growth C CCDVX -1.53 2.34 5.60 17.27 9.00 ---
Columbia Large Cap Enhanced Core R CCERX -0.47 2.92 7.23 21.61 10.43 14.91
Columbia Disciplined Core Inst3 CCQYX -0.40 3.00 7.89 22.31 --- ---
Columbia Contrarian Core K CCRFX -2.53 1.32 5.75 16.86 10.35 14.23
Columbia Disciplined Core Inst CCRZX -0.40 3.00 7.89 22.23 10.67 15.42
Copeland Risk Managed Dividend Gr C CDCRX -0.57 2.50 7.35 15.81 3.71 8.67
Crawford Dividend Growth C CDGCX -2.91 1.14 5.36 11.31 6.55 8.41
Crawford Dividend Growth I CDGIX -2.89 1.22 5.58 12.33 7.61 9.49
Copeland Risk Managed Dividend Gr A CDGRX -0.49 2.59 7.53 16.71 4.48 9.48
Copeland Risk Managed Dividend Gr I CDIVX -0.49 2.61 7.58 16.90 4.65 ---
Columbia Large Cap Enhanced Core Adv CECFX -0.44 2.99 7.35 22.20 --- ---
Columbia Large Cap Enhanced Core Inst3 CECYX -0.43 3.01 7.36 22.36 11.13 15.64
Clipper CFIMX -2.87 2.15 7.28 16.16 12.91 14.65
American Funds Fundamental Invs 529A CFNAX -1.44 2.69 6.53 20.06 12.70 14.72
American Funds Fundamental Invs 529C CFNCX -1.52 2.58 6.31 19.13 11.82 13.82
American Funds Fundamental Invs 529E CFNEX -1.47 2.66 6.47 19.78 12.43 14.44
American Funds Fundamental Invs 529F1 CFNFX -1.44 2.71 6.57 20.31 12.93 14.96
Catalyst/Groesbeck Growth of Income A CGGAX -2.91 0.81 5.83 17.36 5.47 10.27
Catalyst/Groesbeck Growth of Income C CGGCX -2.99 0.72 5.52 16.41 4.64 9.43
Catalyst/Groesbeck Growth of Income I CGGIX -2.89 0.80 6.02 17.83 5.84 10.62
CGM Focus CGMFX -1.60 3.71 6.86 19.58 10.50 11.00
Invesco Charter R6 CHFTX -1.54 1.80 4.93 11.00 6.14 9.43
Invesco Charter R CHRRX -1.57 1.73 4.77 10.30 5.43 8.71
Invesco Charter S CHRSX -1.55 1.77 4.86 10.71 5.81 9.09
Invesco Charter C CHTCX -1.65 1.65 4.59 9.75 4.91 8.17
Invesco Charter A CHTRX -1.55 1.77 4.81 10.59 5.69 8.98
Invesco Charter R5 CHTVX -1.54 1.80 4.90 10.96 6.05 9.34
Invesco Charter Y CHTYX -1.55 1.77 4.90 10.84 5.96 9.25
American Funds Invmt Co of Amer 529A CICAX -0.53 3.03 7.62 17.68 10.77 14.39
American Funds Invmt Co of Amer 529C CICCX -0.58 2.94 7.42 16.78 9.92 13.51
American Funds Invmt Co of Amer 529E CICEX -0.53 3.01 7.58 17.39 10.51 14.11
American Funds Invmt Co of Amer 529F CICFX -0.50 3.06 7.69 17.92 11.00 14.64
Calamos Dividend Growth I CIDVX -1.43 2.47 5.94 18.39 10.07 ---
Clarkston Institutional CILGX -3.11 -0.08 3.32 8.07 --- ---
Calvert US Large Cap Core Rspnb Idx I CISIX -1.02 2.81 6.38 17.79 10.95 15.08
Columbia Disciplined Core Adv CLCQX -0.40 2.99 7.86 22.24 10.69 ---
Columbia Select Large Cap Equity Inst2 CLCRX -0.84 2.69 5.87 21.39 12.68 14.96
Columbia Select Large Cap Equity T CLCWX -0.93 2.54 5.75 20.92 12.28 14.57
Columbia Select Large Cap Equity Inst3 CLEYX -0.88 2.66 5.87 --- --- ---
Columbia Large Cap Enhanced Core Inst2 CLNCX -0.43 2.98 7.38 22.33 11.09 ---
Columbia Large Cap Index Inst3 CLPYX -1.41 2.45 6.12 --- --- ---
Columbia Disciplined Core R CLQRX -0.41 2.93 7.72 21.60 10.14 14.83
Columbia Select Large Cap Equity Adv CLSRX -0.87 2.63 5.87 --- --- ---
Catalyst/Lyons Tactical Allocation A CLTAX -0.36 3.64 10.30 15.84 8.13 13.51
Catalyst/Lyons Tactical Allocation C CLTCX -0.42 3.49 10.04 14.98 7.32 12.70
Catalyst/Lyons Tactical Allocation I CLTIX -0.36 3.64 10.36 16.05 8.40 ---
Columbia Large Cap Index Inst2 CLXRX -1.43 2.42 6.11 18.50 11.33 14.59
Principal Capital Appreciation C CMNCX -1.39 2.21 5.55 15.77 9.25 12.73
Principal Capital Appreciation A CMNWX -1.32 2.34 5.76 16.73 10.15 13.67
The Cook & Bynum COBYX 0.24 2.04 3.09 16.29 5.81 6.08
Columbia Contrarian Core Inst2 COFRX -2.49 1.37 5.81 17.15 10.63 14.52
Columbia Contrarian Core Inst3 COFYX -2.49 1.37 5.85 17.24 10.69 14.60
Coho Relative Value Equity Institutional COHIX -2.01 1.66 8.19 14.71 8.61 ---
Coho Relative Value Equity Advisor COHOX -2.01 1.67 8.20 14.56 8.49 ---
Columbia Contrarian Core Adv CORRX -2.52 1.33 5.79 17.03 10.49 14.39
CRM All Cap Value Inst CRIEX -3.40 0.00 4.50 14.38 9.94 11.50
CRM Large Cap Opportunity Instl CRIGX -3.82 -0.62 4.33 10.25 8.60 11.91
CRM All Cap Value Inv CRMEX -3.46 -0.12 4.34 14.09 9.68 11.24
CRM Large Cap Opportunity Inv CRMGX -3.83 -0.62 4.29 9.99 8.34 11.65
Calvert US Large Cap Core Rspnb Idx A CSXAX -1.04 2.79 6.30 17.42 10.57 14.60
Calvert US Large Cap Core Rspnb Idx C CSXCX -1.15 2.67 6.09 16.47 9.71 13.69
Calvert US Large Cap Core Rspnb Idx R6 CSXRX -1.02 2.82 6.38 --- --- ---
Calamos Dividend Growth T CTDVX --- --- --- --- --- ---
Columbia Contrarian Core T CTRWX -2.55 1.32 5.73 16.72 10.22 14.09
Victory CEMP US 500 Enh Vol Wtd Idx A CUHAX -1.01 2.08 6.31 18.12 10.88 13.53
Victory CEMP US 500 Enh Vol Wtd Idx C CUHCX -1.09 1.94 6.09 17.22 10.05 12.70
Victory CEMP US 500 Enh Vol Wtd Idx I CUHIX -1.01 2.08 6.37 18.37 11.14 13.81
Zacks All-Cap Core C CZOCX -2.34 0.85 3.90 16.89 7.86 11.30
Zacks All-Cap Core Investor CZOVX -2.25 0.92 4.06 17.78 8.68 12.15
Dreyfus Disciplined Stock DDSTX -1.71 2.27 7.23 14.69 10.87 13.18
DFA Enhanced US Large Company I DFELX -1.86 2.01 5.53 17.86 11.35 14.61
DFA US Core Equity 1 I DFEOX -1.61 2.11 6.59 17.76 10.91 14.30
Davidson Multi-Cap Equity A DFMAX -1.18 3.05 7.15 11.58 7.88 12.11
Davidson Multi-Cap Equity I DFMIX -1.14 3.09 7.26 11.92 8.16 ---
DFA US Sustainability Core 1 DFSIX -1.05 2.89 7.31 18.80 11.11 14.40
DFA US Large Company I DFUSX -1.39 2.46 6.14 18.60 11.49 14.75
Dreyfus Appreciation Investor DGAGX -1.72 1.33 5.28 21.77 9.57 11.03
Dreyfus Appreciation I DGIGX -1.70 1.37 5.32 21.99 --- ---
Dreyfus Appreciation Y DGYGX -1.70 1.36 5.33 22.12 9.93 ---
Diamond Hill All Cap Select I DHLTX -2.15 1.68 8.22 15.21 8.37 13.96
Diamond Hill All Cap Select A DHTAX -2.16 1.62 8.11 14.90 8.07 13.65
Diamond Hill All Cap Select C DHTCX -2.23 1.52 7.95 13.97 7.24 12.80
Diamond Hill All Cap Select Y DHTYX -2.15 1.67 8.27 15.33 8.47 14.09
Domini Impact Equity Institutional DIEQX -1.77 1.53 3.57 11.79 6.12 12.13
Dana Large Cap Equity Investor DLCEX -0.81 2.23 5.90 22.74 9.75 13.99
Destinations Large Cap Equity I DLCFX -1.10 3.35 6.77 --- --- ---
Dana Large Cap Equity Institutional DLCIX -0.76 2.32 6.02 23.09 10.06 ---
Dreyfus Core Equity A DLTSX -1.79 1.29 5.21 21.14 9.28 10.52
Deutsche US Multi-Factor Institutional DMFJX -1.23 1.17 4.54 --- --- ---
Deutsche US Multi-Factor R6 DMFRX -1.23 1.17 4.64 --- --- ---
Prudential QMA Defensive Equity B DMGBX -1.85 0.68 4.33 12.09 7.27 9.41
Davis NY Venture Y DNVYX -3.34 1.74 6.98 19.54 12.17 13.94
Dreyfus Core Equity C DPECX -1.79 1.21 5.07 20.29 8.49 9.72
Dreyfus Core Equity I DPERX -1.74 1.36 5.28 21.46 9.50 10.77
Dreyfus Tax-Managed Growth C DPTAX -1.83 1.01 4.73 19.64 7.81 9.35
Dreyfus Tax-Managed Growth I DPTRX -1.75 1.16 5.02 20.89 8.91 10.46
Dearborn Partners Rising Dividend A DRDAX -3.20 -1.04 0.37 10.43 6.17 ---
Dearborn Partners Rising Dividend C DRDCX -3.28 -1.12 0.25 9.58 5.39 ---
Dearborn Partners Rising Dividend I DRDIX -3.13 -0.97 0.50 10.70 6.48 ---
The MP 63 DRIPX -2.09 0.05 4.72 14.49 9.41 13.01
Dreyfus Sustainable US Equity I DRTCX -1.10 2.82 4.62 13.53 7.27 12.29
Dreyfus Sustainable US Equity Z DRTHX -1.10 2.91 4.69 13.52 7.19 12.19
Domini Impact Equity Investor DSEFX -1.76 1.49 -1.43 6.10 4.04 10.63
Domini Impact Equity A DSEPX -1.80 1.49 -28.25 -22.84 -6.45 3.81
Domini Impact Equity R DSFRX -1.82 1.39 -35.17 -30.09 -9.28 2.03
Dreyfus Instl S&P 500 Stock Index I DSPIX -1.42 2.43 6.12 18.48 11.32 14.59
Dreyfus Sustainable US Equity A DTCAX -1.13 2.80 4.61 13.19 6.94 11.94
Dreyfus Sustainable US Equity C DTCCX -1.23 2.77 4.42 12.40 6.15 11.10
Dreyfus Sustainable US Equity Y DTCYX -1.11 2.83 4.64 13.56 --- ---
DFA Tax-Managed US Eq DTMEX -1.39 2.58 6.47 18.48 11.31 14.59
Dreyfus Tax-Managed Growth A DTMGX -1.75 1.16 4.96 20.63 8.63 10.18
DFA US Hi Relatv Profitability Instl DURPX -0.66 3.68 9.86 --- --- ---
DFA US Large Cap Equity Institutional DUSQX -1.39 2.59 7.04 18.89 11.03 ---
Cohen & Steers Dividend Value A DVFAX -2.22 0.85 6.44 13.07 8.76 12.54
Cohen & Steers Dividend Value C DVFCX -2.30 0.72 6.29 12.30 8.05 11.81
Cohen & Steers Dividend Value I DVFIX -2.22 0.85 6.52 13.45 9.13 12.93
Cohen & Steers Dividend Value R DVFRX -2.28 0.78 6.39 12.89 8.58 ---
Cohen & Steers Dividend Value Z DVFZX -2.22 0.91 6.52 13.45 9.13 ---
Eaton Vance Stock A EAERX -1.99 1.54 5.73 17.22 9.54 13.59
MFS® Massachusetts Investors Tr 529A EAMTX -1.56 2.58 6.10 19.12 10.89 13.48
MFS® Massachusetts Investors Tr 529B EBMTX -1.62 2.46 5.92 18.25 10.17 12.69
Eaton Vance Stock C ECERX -2.03 1.52 5.56 16.37 8.74 12.75
MFS® Massachusetts Investors Tr 529C ECITX -1.64 2.46 5.87 18.22 10.03 12.61
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX -1.39 3.06 7.36 19.28 10.40 13.34
Eaton Vance Dividend Builder C ECTMX -1.64 1.48 5.52 15.98 8.60 11.66
Wells Fargo Large Cap Core A EGOAX -2.33 2.28 5.71 19.64 10.10 14.85
Wells Fargo Large Cap Core C EGOCX -2.46 2.11 5.49 18.71 9.27 14.00
Wells Fargo Large Cap Core R EGOHX -2.37 2.23 5.62 19.38 --- ---
Wells Fargo Large Cap Core Inst EGOIX -2.32 2.32 5.80 20.18 10.60 15.39
Wells Fargo Large Cap Core R6 EGORX -2.32 2.33 5.84 20.18 --- ---
Eaton Vance Stock I EIERX -1.93 1.66 5.88 17.51 9.83 13.89
Eaton Vance Tx-Mgd Growth 1.2 I EITGX -1.32 3.16 7.57 20.25 11.31 14.29
Eaton Vance Tx-Mgd Growth 1.1 I EITMX -1.30 3.19 7.64 20.46 11.50 14.48
Eaton Vance Dividend Builder I EIUTX -1.63 1.59 5.76 17.10 9.68 12.77
Wells Fargo Intrinsic Value A EIVAX -2.33 1.70 6.85 13.70 7.21 10.75
Wells Fargo Intrinsic Value C EIVCX -2.47 1.57 6.57 12.82 6.39 9.89
Wells Fargo Intrinsic Value Admin EIVDX -2.37 1.62 6.80 13.88 7.35 10.91
Wells Fargo Intrinsic Value R6 EIVFX -2.36 1.64 6.88 14.17 7.69 11.15
Wells Fargo Intrinsic Value Inst EIVIX -2.32 1.69 6.97 14.16 7.64 11.21
Wells Fargo Intrinsic Value R EIVTX -2.39 1.60 6.77 13.38 6.91 ---
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX -1.40 3.07 7.37 19.25 10.39 13.34
Epiphany FFV I EPVCX -1.79 2.56 6.92 20.44 6.69 11.00
Epiphany FFV A EPVNX -1.91 2.41 6.85 20.39 7.22 11.67
Essential 40 Stock I ESSIX -1.20 3.09 8.05 13.93 2.26 ---
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX -1.32 3.18 7.57 20.19 11.22 14.20
Wells Fargo Disciplined US Core A EVSAX -1.97 1.81 5.10 17.19 10.95 14.92
Wells Fargo Disciplined US Core R EVSHX -2.01 1.79 5.09 16.95 --- ---
Wells Fargo Disciplined US Core Inst EVSIX -1.95 1.85 5.21 17.69 11.38 15.39
Wells Fargo Disciplined US Core R6 EVSRX -1.93 1.89 5.23 17.72 --- ---
Wells Fargo Disciplined US Core C EVSTX -2.01 1.77 4.96 16.38 10.14 14.08
Wells Fargo Disciplined US Core Admin EVSYX -1.98 1.83 5.17 17.37 11.09 15.09
Eaton Vance Dividend Builder A EVTMX -1.58 1.54 5.68 16.88 9.42 12.49
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX -1.37 3.12 7.49 19.92 11.04 14.00
Eaton Vance Tx-Mgd Growth 1.2 B EYTGX -1.42 3.01 7.28 19.02 10.21 13.15
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX -1.41 3.03 7.30 19.06 10.22 13.15
Russell 3000 Defensive PR USD F00000MFW1 -2.13 0.66 3.76 13.72 8.11 11.36
Russell 3000 Defensive TR USD F00000MFW3 -1.93 0.94 4.30 16.19 10.58 13.90
Russell 3000 Defensive NR USD F00000MFW4 -1.99 0.86 4.14 15.45 9.84 13.14
Russell 3000 Dynamic PR USD F00000MFW5 -1.08 3.24 7.12 17.56 9.52 13.02
Russell 3000 Dynamic TR USD F00000MFW6 -0.94 3.44 7.52 19.47 11.40 14.91
Russell 3000 Dynamic NR USD F00000MFW7 -0.98 3.38 7.41 18.91 10.85 14.36
Russell 1000 Defensive PR USD F00000MFW8 -2.12 0.75 3.98 14.31 8.01 11.34
Russell 1000 Defensive TR USD F00000MFW9 -1.91 1.04 4.53 16.83 10.51 13.92
Russell 1000 Defensive NR USD F00000MFWA -1.97 0.96 4.37 16.08 9.76 13.15
Russell 1000 Dynamic PR USD F00000MFWB -1.04 3.39 7.16 17.87 9.79 13.30
Russell 1000 Dynamic TR USD F00000MFWC -0.90 3.60 7.58 19.86 11.75 15.27
Russell 1000 Dynamic NR USD F00000MFWD -0.94 3.54 7.46 19.28 11.18 14.69
Russell 1000 NR USD F00000NHWK -1.46 2.24 5.90 17.64 10.54 13.97
Russell Developed xUK LC TR Hdg GBP F00000O2M5 -3.05 0.26 3.02 14.18 8.53 12.72
Russell Top 200 Dynamic PR USD F00000OS19 -0.13 5.23 8.84 22.25 12.70 15.09
Russell Top 200 Dynamic TR USD F00000OS1A 0.04 5.48 9.25 24.32 14.78 17.21
Russell Top 200 Defensive PR USD F00000OS1B -2.41 0.71 4.12 14.59 7.63 11.06
Russell Top 200 Defensive TR USD F00000OS1C -2.19 1.02 4.69 17.21 10.23 13.74
Russell Top 200 Dynamic NR USD F00000P2PG -0.01 5.40 9.13 23.71 14.17 16.59
Russell Top 200 Defensive NR USD F00000P2PH -2.26 0.93 4.52 16.42 9.45 12.93
Russell 1000 Hedge USD F00000PUDR -1.41 2.31 6.04 18.30 11.20 14.64
Russell 3000 Growth-Defensive TR USD F00000T6LA -1.26 2.30 5.78 22.13 12.53 15.72
Russell 3000 Growth-Defensive PR USD F00000T6LB -1.41 2.10 5.35 20.10 10.51 13.61
Russell Top 50 Mega Cap PR USD F00000UMLU -1.67 2.25 5.99 17.20 9.90 ---
Russell Top 200 Equal Weight TR USD F00000VK7A -2.15 1.08 5.03 18.59 11.75 15.25
Russell Top 200 Equal Weight PR USD F00000VK7B -2.34 0.82 4.51 16.28 9.47 12.83
Russell Top 200 Equal Weight NR USD F00000VK7C -2.20 1.01 4.87 17.90 11.08 14.54
Russell 1000 Volatility Fctr PR USD F00000WEP1 -1.99 0.91 4.53 13.75 8.35 11.84
Russell 1000 Volatility Fctr TR USD F00000WEP2 -1.77 1.23 5.11 16.40 11.00 14.55
Russell US HEDI Low TR USD F00000XKQP -1.10 2.25 6.06 18.81 12.23 15.25
Russell US HEDI LC Low TR USD F00000XKQQ -1.04 2.40 6.27 19.44 12.35 15.41
Russell US HEDI Mod TR USD F00000XKQS -1.14 1.69 5.77 18.87 12.50 15.52
Russell US HEDI LC Mod TR USD F00000XKQT -1.08 1.80 6.01 19.54 12.59 15.69
Fidelity Advisor® Dividend Growth A FADAX -1.66 1.78 7.27 16.57 8.34 12.16
Fidelity Advisor® Large Cap A FALAX -3.04 1.71 7.23 14.38 9.96 14.02
Fidelity Advisor® Large Cap M FALGX -3.10 1.66 7.13 14.04 9.66 13.72
Fidelity Advisor® Large Cap I FALIX -3.04 1.73 7.28 14.65 10.25 14.32
Franklin Focused Core Equity C FCEDX -1.56 3.33 8.06 9.94 4.22 11.15
Franklin Focused Core Equity A FCEQX -1.47 3.47 8.22 10.73 4.99 11.98
Franklin Focused Core Equity R FCERX -1.43 3.45 8.27 10.66 4.82 11.76
Franklin Focused Core Equity Adv FCEZX -1.45 3.48 8.37 10.99 5.27 12.27
Fidelity® Large Cap Stock K6 FCLKX -2.91 1.89 7.41 --- --- ---
Strategic Advisers® Core FCSAX -1.33 2.61 6.26 19.28 10.88 14.22
Fidelity Advisor® Capital Development C FDECX -3.10 1.59 6.89 12.82 8.77 11.91
Fidelity Advisor® Capital Development I FDEIX -2.99 1.75 7.18 14.03 10.01 13.18
Fidelity® Disciplined Equity K FDEKX -2.39 1.21 4.46 16.66 8.50 13.36
Fidelity® Disciplined Equity FDEQX -2.39 1.19 4.43 16.56 8.39 13.23
Fidelity Advisor® Diversified Stock O FDESX -0.22 5.08 7.94 19.22 11.06 14.24
Fidelity Advisor® Capital Development O FDETX -2.94 1.81 7.28 14.23 10.18 13.35
Fidelity® Flex 500 Index FDFIX -1.44 2.37 6.10 --- --- ---
Fidelity Advisor® Dividend Growth C FDGCX -1.75 1.63 7.02 15.66 7.49 11.32
Fidelity® Dividend Growth FDGFX -1.71 1.80 7.42 16.99 8.76 12.56
Fidelity Advisor® Dividend Growth I FDGIX -1.68 1.79 7.28 16.80 8.57 12.43
Fidelity® Dividend Growth K FDGKX -1.71 1.83 7.44 17.13 8.88 12.70
Fidelity Advisor® Dividend Growth M FDGTX -1.67 1.78 7.22 16.31 8.08 11.89
Fidelity Advisor® Diversified Stock C FDTCX -0.36 4.95 7.63 17.75 9.65 12.81
Fidelity Advisor® Diversified Stock M FDTEX -0.27 5.01 7.78 18.39 10.24 13.39
Fidelity Advisor® Diversified Stock I FDTIX -0.25 5.06 7.93 19.08 10.88 14.07
Fidelity Advisor® Diversified Stock A FDTOX -0.27 5.05 7.88 18.84 10.67 13.87
Fidelity Advisor® Capital Development A FDTTX -3.04 1.75 7.17 13.91 9.84 13.02
Fidelity Advisor® Capital Development M FDTZX -3.06 1.67 6.99 13.23 9.25 12.40
Salient US Dividend Signal A FDYAX -0.58 3.98 8.31 19.42 11.79 ---
Salient US Dividend Signal Investor FDYRX -0.55 4.00 8.38 19.60 11.93 ---
Salient US Dividend Signal Institutional FDYTX -0.52 4.04 8.46 20.01 12.35 ---
Franklin Focused Core Equity R6 FEFCX -1.39 3.52 8.40 11.15 5.44 ---
Fidelity® U.S. Sustainability Index Inv FENSX -1.63 2.05 5.69 --- --- ---
First Eagle US Value A FEVAX -1.69 1.24 4.71 10.06 6.99 8.57
First Eagle US Value C FEVCX -1.81 1.14 4.47 9.22 6.17 7.75
First Eagle US Value I FEVIX -1.71 1.28 4.75 10.34 7.26 8.85
First Eagle US Value R6 FEVRX -1.71 1.28 4.74 --- --- ---
Fidelity® Export and Multinational K FEXKX -2.13 1.67 7.86 15.96 10.08 12.61
Fidelity® Export and Multinational FEXPX -2.12 1.67 7.84 15.83 9.95 12.47
American Funds Invmt Co of Amer F3 FFICX -0.48 3.10 7.75 18.12 --- ---
Fidelity® Total Market Index F FFSMX -1.40 2.23 5.97 17.85 11.07 14.42
AB FlexFee US Thematic Advisor FFTYX -0.87 1.98 4.05 --- --- ---
First Investors Growth & Income B FGIBX -2.82 0.14 4.51 12.80 5.68 10.33
Fidelity® Growth & Income K FGIKX -3.22 1.00 6.76 13.18 9.74 13.18
First Investors Growth & Income A FGINX -2.77 0.21 4.73 13.61 6.50 11.18
Fidelity Advisor® Growth & Income I FGIOX -3.25 0.97 6.63 13.01 9.53 12.98
First Investors Growth & Income Advisor FGIPX -2.71 0.29 4.87 14.06 6.92 ---
First Investors Growth & Income Instl FGIQX -2.72 0.29 4.86 14.12 6.95 ---
Fidelity Advisor® Growth & Income A FGIRX -3.28 0.92 6.54 12.69 9.23 12.65
Fidelity Advisor® Growth & Income M FGITX -3.31 0.88 6.46 12.40 8.95 12.37
Fidelity Advisor® Growth & Income C FGIUX -3.34 0.82 6.31 11.83 8.41 11.81
Fidelity Advisor® Growth & Income Z FGIZX -3.25 0.97 6.65 13.15 --- ---
Fidelity® Series Growth & Income FGLGX -3.22 1.02 6.71 13.51 9.71 12.88
Fidelity Advisor® Mega Cap Stock C FGRCX -3.37 1.17 5.94 13.22 8.51 12.18
Fidelity® Growth & Income FGRIX -3.24 1.00 6.72 13.04 9.62 13.03
Fidelity® Mega Cap Stock FGRTX -3.29 1.32 6.19 14.40 9.62 13.34
Fidelity Advisor® Mega Cap Stock A FGTAX -3.26 1.33 6.17 14.10 9.33 13.02
Fidelity Advisor® Large Cap Z FIDLX -3.04 1.75 7.30 14.81 --- ---
American Funds Fundamental Invs F2 FINFX -1.43 2.72 6.59 20.36 13.00 15.05
Federated Max-Cap Index Instl FISPX -1.42 2.33 6.08 18.53 11.34 14.63
Fidelity® U.S. Sustainability IndexInstl FITLX -1.63 2.05 5.66 --- --- ---
Strategic Advisers® Core Multi-Mgr FLAUX -1.48 2.30 6.18 18.07 10.61 13.81
Fidelity Advisor® Large Cap C FLCCX -3.13 1.62 7.02 13.50 9.12 13.16
Fidelity® Large Cap Core Enhanced Index FLCEX -1.24 2.86 6.95 19.24 10.51 14.50
Fidelity® SAI US Large Cap Index FLCPX -1.42 2.45 6.17 18.66 --- ---
Fidelity® Large Cap Stock FLCSX -3.02 1.73 7.22 14.28 10.10 14.20
Nuveen Large Cap Select A FLRAX -1.80 2.90 6.81 20.78 12.25 15.17
Nuveen Large Cap Select I FLRYX -1.75 2.95 6.88 21.12 12.53 15.44
Nuveen Large Cap Select C FLYCX -1.89 2.77 6.55 19.84 11.40 14.29
Fidelity Advisor® Series Growth & Income FMALX -3.21 1.03 6.76 13.43 9.64 12.89
FMI Large Cap FMIHX -1.03 2.42 8.24 15.95 10.03 12.94
FMI Large Cap Institutional FMIQX -0.99 2.47 8.28 16.11 --- ---
Federated Max-Cap Index R FMXKX -1.52 2.28 5.85 17.62 10.51 13.79
Federated Max-Cap Index Svc FMXSX -1.44 2.36 6.06 18.20 11.01 14.31
Fidelity® Series 100 Index FOHIX -1.60 2.53 6.61 19.11 11.91 14.60
Russell 3000E PR USD FOUSA063UX -1.60 1.95 5.43 15.61 8.89 12.24
Russell 3000E TR USD FOUSA063UY -1.43 2.19 5.91 17.80 11.07 14.46
Russell Top 50 Mega Cap TR USD FOUSA088OQ -1.44 2.60 6.54 19.75 12.43 14.67
Russell 3000 NR USD FOUSA08Z65 -1.48 2.11 5.76 17.15 10.42 13.81
Russell Developed x CA TR USD FOUSA093LT -2.05 1.89 5.65 19.60 10.00 12.08
Russell Developed x CA NR USD FOUSA093LV -2.09 1.85 5.55 18.99 9.39 11.45
Russell Developed x CA PR USD FOUSA093LX -2.20 1.70 5.24 16.91 7.40 9.42
Russell Developed x CA TR Hdg USD FOUSA093LZ -2.87 0.42 3.58 15.70 9.76 13.15
Russell Developed x CA LC TR USD FOUSA093MD -2.03 1.99 5.68 19.77 9.86 12.07
Russell Developed x CA LC NR USD FOUSA093MF -2.06 1.94 5.57 19.14 9.24 11.42
Russell Developed x CA LC PR USD FOUSA093MH -2.19 1.78 5.26 17.02 7.21 9.35
Russell Developed x CA LC TR Hdg USD FOUSA093MJ -2.82 0.56 3.65 15.88 9.66 13.11
Russell Developed xJPN TR USD FOUSA093P5 -1.99 1.64 5.42 18.71 9.53 11.60
Russell Developed xJPN NR USD FOUSA093P7 -2.03 1.59 5.31 18.07 8.89 10.94
Russell Developed xJPN PR USD FOUSA093P9 -2.16 1.42 4.98 15.99 6.88 8.89
Russell Developed xJPN TR Hdg USD FOUSA093PB -2.39 0.70 3.79 15.08 9.63 12.66
Russell Developed xJPN LC TR USD FOUSA093PP -1.98 1.72 5.46 19.03 9.50 11.68
Russell Developed xJPN LC NR USD FOUSA093PR -2.02 1.67 5.34 18.37 8.84 11.01
Russell Developed xJPN LC PR USD FOUSA093PT -2.16 1.49 5.00 16.25 6.80 8.92
Russell Developed xJPN LC TR Hdg USD FOUSA093PV -2.38 0.79 3.84 15.38 9.60 12.73
Russell North America TR USD FOUSA09BD0 -1.71 1.79 5.50 16.96 10.60 13.62
Russell North America NR USD FOUSA09BD2 -1.76 1.72 5.36 16.30 9.94 12.96
Russell North America PR USD FOUSA09BD4 -1.88 1.55 5.01 14.72 8.37 11.36
Russell North America LC TR USD FOUSA09BDC -1.67 1.92 5.65 17.53 10.74 13.86
Russell North America LC NR USD FOUSA09BDE -1.72 1.85 5.50 16.85 10.07 13.18
Russell North America LC PR USD FOUSA09BDG -1.85 1.68 5.15 15.23 8.47 11.54
Russell USA TR USD FOUSA09CRQ -1.43 2.18 5.90 17.79 11.07 14.46
Russell USA NR USD FOUSA09CRS -1.49 2.11 5.76 17.14 10.42 13.80
Russell USA PR USD FOUSA09CRU -1.60 1.94 5.42 15.60 8.89 12.24
Russell USA LC TR USD FOUSA09CS2 -1.41 2.31 6.04 18.30 11.20 14.64
Russell USA LC NR USD FOUSA09CS4 -1.46 2.24 5.90 17.63 10.54 13.97
Russell USA LC PR USD FOUSA09CS6 -1.58 2.06 5.56 16.05 8.97 12.37
Fort Pitt Capital Total Return FPCGX -1.82 1.23 5.54 17.44 11.63 13.16
Fidelity® U.S. Sustainability IndexPrem FPNSX -1.63 2.05 5.64 --- --- ---
FPA US Value FPPFX -1.82 3.43 7.11 9.08 2.29 8.11
Strategic Advisers® Core Multi-Mgr L FQAPX -1.48 2.30 6.18 18.07 10.61 ---
Strategic Advisers® Core Multi-Mgr N FQAQX -1.48 2.30 6.11 17.71 10.32 ---
AMG FQ Long-Short Equity N FQUAX 2.67 5.34 7.43 16.37 8.92 11.74
Franklin Rising Dividends Adv FRDAX -2.66 0.67 4.23 17.54 10.26 12.35
Franklin Rising Dividends A FRDPX -2.67 0.64 4.17 17.25 9.99 12.07
Franklin Rising Dividends R FRDRX -2.70 0.61 4.10 16.94 9.71 11.78
Franklin Rising Dividends C FRDTX -2.74 0.55 3.98 16.37 9.17 11.23
Franklin Rising Dividends R6 FRISX -2.64 0.67 4.26 17.70 10.42 ---
Fidelity® Total Market Index Instl Prem FSKAX -1.40 2.21 5.96 17.84 11.06 14.42
Fidelity® Total Market Index Instl FSKTX -1.40 2.21 5.96 17.81 11.05 14.41
Fidelity® Total Market Index Investor FSTMX -1.40 2.21 5.94 17.76 10.99 14.35
Fidelity® Total Market Index Premium FSTVX -1.40 2.21 5.95 17.80 11.04 14.40
Fidelity® SAI US Minimum Volatility Idx FSUVX -0.87 0.48 2.78 14.77 --- ---
Fidelity Advisor® Mega Cap Stock M FTGRX -3.32 1.27 6.10 13.82 9.06 12.76
Fidelity Advisor® Mega Cap Stock I FTRIX -3.23 1.38 6.24 14.46 9.65 13.33
American Funds Fundamental Invs F3 FUNFX -1.42 2.73 6.61 20.48 --- ---
Fidelity® 500 Index Investor FUSEX -1.41 2.44 6.15 18.62 11.44 14.72
Fidelity® 500 Index Premium FUSVX -1.41 2.45 6.16 18.67 11.50 14.78
Fidelity® 500 Index Institutional Prem FXAIX -1.41 2.45 6.17 18.70 11.53 14.81
Fidelity® 500 Index Institutional FXSIX -1.41 2.45 6.16 18.68 11.50 14.79
Fidelity Advisor® Diversified Stock Z FZACX -0.22 5.11 7.95 19.20 11.03 ---
Fidelity Advisor® Dividend Growth Z FZADX -1.66 1.82 7.36 17.00 8.75 ---
Fidelity Advisor® Mega Cap Stock Z FZALX -3.30 1.32 6.22 14.58 9.78 ---
Gabelli Asset AAA GABAX -1.63 1.63 6.78 16.36 8.27 10.63
Gabelli Equity Income AAA GABEX -2.12 0.83 5.71 11.70 6.29 9.60
Gabelli Asset I GABIX -1.61 1.65 6.85 16.64 8.54 10.90
Gabelli Asset T GALTX -1.63 1.61 6.80 --- --- ---
Gabelli Asset A GATAX -1.63 1.63 6.78 16.36 8.27 10.63
Gabelli Asset C GATCX -1.69 1.51 6.56 15.48 7.46 9.80
US Global Investors All American Eq GBTFX -1.05 2.09 5.11 4.30 0.19 6.18
Gabelli Equity Income A GCAEX -2.14 0.84 5.69 11.66 6.29 9.58
Gabelli Equity Income C GCCEX -2.20 0.69 5.49 10.80 5.49 8.76
Gabelli Equity Income I GCIEX -2.12 0.84 5.74 11.92 6.54 9.85
Goldman Sachs US Tax-Managed Eq A GCTAX -1.58 2.73 5.73 16.91 9.56 14.26
Goldman Sachs US Tax-Managed Eq C GCTCX -1.62 2.64 5.52 16.02 8.74 13.41
Gabelli Equity Income T GCTEX -2.13 0.83 5.66 --- --- ---
Goldman Sachs US Tax-Managed Eq Instl GCTIX -1.56 2.77 5.84 17.35 10.01 14.72
Goldman Sachs US Tax-Managed Eq Svc GCTSX -1.58 2.71 5.71 16.77 9.45 14.15
Gotham Enhanced 500 Core Institutional GECFX -2.47 1.72 8.54 19.75 --- ---
Gotham Enhanced Index Plus Institutional GENDX -2.64 1.61 8.00 20.73 --- ---
Gotham Enhanced 500 Institutional GENFX -2.91 1.48 9.82 21.21 11.45 ---
GuideStone Funds Equity Index Instl GEQYX -1.37 2.48 6.16 19.15 11.57 14.73
GuideStone Funds Equity Index Investor GEQZX -1.37 2.44 6.09 18.85 11.27 14.47
GE RSP US Equity GESSX -1.12 2.96 5.82 16.58 9.55 13.69
Golub Group Equity GGEFX -2.56 2.25 4.88 9.44 8.62 11.84
Aberdeen US Multi-Cap Equity Instl GGLIX -2.10 2.50 7.50 18.66 9.35 11.48
Aberdeen US Multi-Cap Equity R GGLRX -2.13 2.41 7.31 17.88 8.68 10.79
Guggenheim StylePlus - Large Core Instl GILIX -1.58 2.35 6.45 18.77 12.15 14.81
Gotham Index Plus Institutional GINDX -2.90 1.73 10.34 22.19 --- ---
Guinness Atkinson™ Global Inntrs Instl GINNX -2.32 2.93 3.07 31.41 --- ---
Great Lakes Disciplined Equity Instl GLDNX -1.56 1.94 5.62 16.94 10.14 14.22
GMO US Equity Allocation VI GMCQX -2.47 0.92 2.89 15.50 10.25 12.74
GMO US Equity Allocation V GMEQX -2.46 0.91 2.86 15.49 --- ---
GMO US Equity Allocation IV GMRTX -2.51 0.84 2.80 15.38 10.21 12.70
GMO US Equity Allocation III GMUEX -2.51 0.84 2.87 15.40 10.13 12.63
Gotham Index Plus Investor GNNDX -2.90 1.73 --- --- --- ---
Nationwide R GNWRX -1.26 2.45 5.13 15.62 9.73 12.77
Green Owl Intrinsic Value GOWLX -4.19 0.21 4.40 12.31 8.73 11.96
Victory RS Large Cap Alpha A GPAFX -2.89 1.08 5.69 14.07 8.00 12.79
GMO Quality IV GQEFX -1.02 3.11 5.40 25.89 13.56 14.68
GMO Quality III GQETX -1.02 3.07 5.39 25.84 13.49 14.62
Goldman Sachs US Tax-Managed Eq Inv GQIRX -1.52 2.78 5.80 17.20 9.84 14.55
GMO Quality V GQLFX -1.02 3.06 5.38 25.90 13.59 14.70
GMO Quality VI GQLOX -1.02 3.07 5.40 25.96 13.61 14.73
Victory Diversified Stock R GRINX -2.68 0.91 5.89 21.94 8.19 11.83
Nationwide S&P 500 Index Instl Svc GRISX -1.43 2.42 6.10 18.24 11.08 14.35
Nationwide S&P 500 Index A GRMAX -1.50 2.37 5.97 18.02 10.88 14.15
Nationwide S&P 500 Index C GRMCX -1.48 2.30 5.87 17.27 10.18 13.44
Nationwide S&P 500 Index R6 GRMIX -1.43 2.41 6.15 18.48 11.35 14.63
Nationwide S&P 500 Index R GRMRX -1.45 2.38 5.94 17.68 10.60 13.83
Nationwide S&P 500 Index Svc GRMSX -1.44 2.37 6.03 18.01 10.92 14.17
Goldman Sachs US Equity Insights Instl GSELX -1.87 2.50 5.53 20.23 11.17 15.36
Goldman Sachs US Equity Insights Svc GSESX -1.92 2.44 5.42 19.62 10.60 14.78
Goldman Sachs US Equity Insights R6 GSEUX -1.87 2.50 5.55 20.24 --- ---
Goldman Sachs US Eq Div and Premium A GSPAX -0.97 1.29 3.83 12.68 9.29 11.90
Gotham Enhanced S&P 500 Index Instl GSPFX -1.42 3.31 8.08 23.01 --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX -0.89 1.37 3.94 13.14 9.73 12.36
Goldman Sachs US Eq Div and Premium C GSPQX -1.05 1.15 3.64 11.78 8.45 11.08
Goldman Sachs US Equity Insights A GSSQX -1.91 2.44 5.43 19.77 10.72 14.90
Goldman Sachs US Equity Insights R GSURX -1.92 2.42 5.39 19.48 10.45 14.62
Goldman Sachs US Equity Insights C GSUSX -1.96 2.33 5.23 18.86 9.89 14.04
Goldman Sachs US Equity Insights Inv GSUTX -1.87 2.48 5.51 20.06 11.00 15.18
Glenmede Strategic Equity GTCEX 0.16 4.85 9.62 24.33 13.77 15.82
Glenmede Large Cap Core Institutional GTLIX -1.57 2.30 6.16 20.63 --- ---
Glenmede Large Cap Core Port GTLOX -1.60 2.27 6.09 20.37 11.52 16.01
Nationwide C GTRCX -1.29 2.37 5.02 15.22 9.35 12.39
Goldman Sachs US Eq Div and Premium Inv GVIRX -0.97 1.29 3.91 12.93 9.56 12.19
Aberdeen US Multi-Cap Equity A GXXAX -2.15 2.50 7.43 18.31 9.04 11.14
Aberdeen US Multi-Cap Equity C GXXCX -2.20 2.40 7.18 17.50 8.28 10.33
Aberdeen US Multi-Cap Equity Instl Svc GXXIX -2.10 2.50 7.48 18.57 9.27 11.36
Haverford Quality Growth Stock HAVGX -2.67 1.78 5.65 15.13 7.09 11.58
Harbor Large Cap Value Instl HAVLX -1.48 2.75 6.39 19.43 13.59 15.05
Hartford Capital Appreciation C HCACX -0.20 3.46 6.11 16.46 8.22 12.41
Hartford Capital Appreciation F HCAFX -0.13 3.59 6.39 --- --- ---
Hartford Capital Appreciation Y HCAYX -0.11 3.61 6.41 17.70 9.42 13.65
HCM Tactical Growth Investor HCMDX -1.85 3.83 8.05 26.65 12.88 ---
HCM Tactical Growth A HCMGX -1.74 3.99 8.22 27.51 13.62 ---
HCM Tactical Growth I HCMIX -1.74 3.98 8.21 27.49 13.60 ---
HCM Tactical Growth R HCMSX -1.74 3.98 8.21 27.49 13.60 ---
Hartford Capital Appreciation HLS IC HCPCX -0.85 2.87 5.58 17.82 8.75 ---
Henssler Equity Institutional HEQCX -3.01 -1.45 1.71 5.67 6.46 11.34
Henssler Equity Investor HEQFX -3.03 -1.54 1.60 5.11 5.93 10.78
Hartford Capital Appreciation HLS IA HIACX -0.78 2.93 5.71 18.42 9.30 13.11
Hartford Capital Appreciation HLS IB HIBCX -0.81 2.91 5.66 18.13 9.03 12.83
Hartford Stock HLS IB HIBSX -2.29 1.02 5.55 15.59 9.35 12.72
Harbor Large Cap Value Inv HILVX -1.46 2.65 6.35 19.03 13.15 14.62
JPMorgan Equity Index I HLEIX -1.43 2.42 6.13 18.48 11.32 14.57
Harbor Large Cap Value Retirement HNLVX -1.41 2.75 6.50 19.60 --- ---
Harbor Large Cap Value Admin HRLVX -1.48 2.68 6.38 19.08 13.26 14.74
Hartford Stock HLS IA HSTAX -2.27 1.04 5.60 15.87 9.62 13.00
Homestead Stock Index HSTIX -1.44 2.40 6.01 18.05 10.92 14.20
Voya Corporate Leaders 100 A IACLX -2.46 1.51 5.90 15.46 9.34 13.29
Voya Growth and Income Port A IAVGX -1.41 1.45 4.92 15.29 8.13 12.10
American Funds Invmt Co of Amer F2 ICAFX -0.50 3.07 7.70 17.99 11.07 14.72
Voya Corporate Leaders 100 C ICCLX -2.51 1.47 5.77 14.83 8.73 12.69
Ivy Dividend Opportunities E IDIEX -2.38 0.37 3.82 12.00 5.79 9.80
Ivy Dividend Opportunities N IDOTX -2.31 0.42 3.96 12.38 6.23 ---
Independent Franchise Partners US Equity IFPUX -0.71 2.14 5.81 14.81 11.82 14.12
Integrity Growth & Income A IGIAX -1.78 2.21 6.56 16.41 8.38 10.41
Voya Growth and Income Port S2 IGISX -1.42 1.43 4.93 15.35 8.19 12.16
Integrity Growth & Income C IGIUX -1.80 2.15 6.40 15.56 --- ---
Integrity Growth & Income I IGIVX -1.76 2.24 6.62 16.68 --- ---
AMF Large Cap Equity AMF IICAX -1.72 1.30 4.41 16.66 10.99 12.07
AMF Large Cap Equity H IICHX -1.61 1.55 4.59 17.01 11.19 12.27
Voya Corporate Leaders 100 I IICLX -2.41 1.55 6.03 15.88 9.70 13.66
Voya Russell Large Cap Index Port I IIRLX -1.28 2.81 6.52 19.69 11.87 14.87
Voya Growth and Income Port I IIVGX -1.36 1.53 5.08 15.86 8.63 12.62
IMS Dividend Growth IMSAX -0.24 3.15 7.81 16.43 8.10 10.42
Index Funds S&P 500® Equal Weight NoLoad INDEX -1.92 1.22 5.62 14.65 --- ---
Voya US Stock Index Port I INGIX -1.47 2.42 6.06 18.39 11.23 14.51
Catalyst Insider Buying A INSAX 2.15 7.24 11.62 20.16 4.98 10.65
Catalyst Insider Buying C INSCX 2.17 7.20 11.48 19.29 4.21 9.85
Catalyst Insider Buying I INSIX 2.19 7.30 11.71 20.50 5.27 ---
Voya Corporate Leaders 100 O IOCLX -2.50 1.46 5.88 15.40 9.28 13.26
Voya Multi-Manager Large Cp Core Port A IPFAX -2.01 1.85 7.32 16.80 8.89 12.94
Voya Index Plus LargeCap Port I IPLIX -2.03 1.37 6.23 19.63 11.04 14.92
Voya Index Plus LargeCap Port S IPLSX -2.04 1.35 6.17 19.32 10.75 14.63
Voya Multi-Manager Large Cp Core Port I IPPIX -1.94 1.95 7.50 17.56 9.55 13.64
Voya Multi-Manager Large Cp Core Port S IPPSX -1.99 1.95 7.40 17.23 9.27 13.34
Voya Corporate Leaders 100 R IRCLX -2.47 1.47 5.85 15.14 9.00 12.99
Voya Russell Large Cap Index Port S IRLCX -1.29 2.78 6.46 19.45 11.61 14.59
Voya Russell Large Cap Index Port A IRLIX -1.35 2.72 6.33 19.08 11.31 14.29
Voya Russell Large Cap Index Port S2 IRLUX -1.35 2.76 6.39 19.20 11.42 14.40
VY® Columbia Contrarian Core A ISBAX -2.63 1.24 5.66 16.67 10.06 13.73
VY® Columbia Contrarian Core S ISCSX -2.56 1.33 5.77 16.96 10.36 14.03
VY® Columbia Contrarian Core I ISFIX -2.58 1.30 5.82 17.25 10.62 14.32
Voya US Stock Index Port S2 ISIPX -1.50 2.34 5.99 17.94 10.78 14.05
Voya US Stock Index Port A ISIVX -1.46 2.37 5.92 17.78 10.64 13.91
Voya US Stock Index Port S ISJBX -1.42 2.44 6.09 18.14 10.98 14.25
Voya Growth and Income Port S ISVGX -1.38 1.48 5.00 15.55 8.36 12.33
Hartford Capital Appreciation A ITHAX -0.13 3.57 6.31 17.34 9.02 13.22
Hartford Capital Appreciation I ITHIX -0.10 3.58 6.38 17.64 9.33 13.57
Hartford Capital Appreciation R3 ITHRX -0.16 3.50 6.23 16.93 8.67 12.87
Hartford Capital Appreciation R4 ITHSX -0.14 3.55 6.31 17.30 9.00 13.21
Hartford Capital Appreciation R5 ITHTX -0.11 3.58 6.39 17.63 9.33 13.55
Hartford Capital Appreciation R6 ITHVX -0.11 3.60 6.42 17.76 9.42 ---
Ivy Dividend Opportunities A IVDAX -2.37 0.37 3.78 11.88 5.73 9.83
Ivy Dividend Opportunities B IVDBX -2.47 0.22 3.56 10.97 4.90 8.96
Ivy Dividend Opportunities C IVDCX -2.46 0.21 3.61 11.06 5.01 9.08
Ivy Dividend Opportunities I IVDIX -2.36 0.37 3.88 12.17 6.05 10.16
Ivy Dividend Opportunities Y IVDYX -2.37 0.37 3.84 11.92 5.81 9.90
Voya Corporate Leaders 100 W IWCLX -2.46 1.51 5.96 15.73 9.61 13.56
Guinness Atkinson™ Global Inntrs Inv IWIRX -2.32 2.91 3.01 31.11 12.45 17.16
Ivy Dividend Opportunities R IYDVX -2.43 0.32 3.74 11.52 5.44 9.51
Janus Henderson Growth And Income S JADGX -1.33 2.42 7.76 21.25 12.24 14.75
Janus Henderson Growth And Income T JAGIX -1.31 2.45 7.84 21.58 12.53 15.05
Jamestown Equity JAMEX -2.09 2.69 7.28 17.16 7.46 12.08
JPMorgan US Large Cap Core Plus R5 JCPRX -1.82 2.33 6.26 16.70 10.13 14.89
JPMorgan US Research Enhanced Equity A JDEAX -1.85 1.89 5.68 16.89 8.73 13.56
JPMorgan US Research Enhanced Equity I JDESX -1.80 1.98 5.77 17.20 9.00 13.86
JPMorgan US Research Enhanced Equity R6 JDEUX -1.84 1.94 5.77 17.29 9.21 14.10
Prudential Jennison Equity Income Z JDEZX -1.05 2.65 5.09 14.36 5.42 10.25
Janus Henderson Growth And Income A JDNAX -1.31 2.43 7.83 21.49 12.45 14.96
Janus Henderson Growth And Income N JDNNX -1.29 2.49 7.91 --- --- ---
Janus Henderson Growth And Income R JDNRX -1.35 2.39 7.69 20.96 11.95 14.46
Prudential Jennison Equity Income B JEIBX -1.13 2.48 4.74 13.21 4.37 9.15
Johnson Enhanced Return JENHX -2.01 1.78 5.31 17.49 11.39 14.77
Johnson Equity Income JEQIX -1.50 1.91 6.60 21.10 9.38 11.85
Janus Henderson Growth And Income C JGICX -1.38 2.35 7.62 20.60 11.63 14.08
Janus Henderson Growth And Income I JGINX -1.28 2.48 7.90 21.80 12.71 15.23
JHancock ESG Large Cap Core A JHJAX -1.60 1.91 5.49 14.32 --- ---
JHancock ESG Large Cap Core C JHJCX -1.69 1.75 5.27 13.41 --- ---
JHancock ESG Large Cap Core I JHJIX -1.52 1.90 5.54 14.56 --- ---
JHancock ESG Large Cap Core R6 JHJRX -1.52 1.90 5.58 14.70 --- ---
JHancock Fundamental Large Cap Core C JHLVX -2.56 2.11 5.68 15.33 11.11 12.96
JPMorgan Intrepid America A JIAAX -1.03 3.03 7.21 20.46 9.92 14.65
JPMorgan Intrepid America C JIACX -1.11 2.94 7.04 19.81 9.37 14.07
JPMorgan Intrepid America R6 JIAPX -1.00 3.08 7.33 21.09 --- ---
JPMorgan Intrepid America R5 JIARX -1.01 3.06 7.29 20.95 10.42 15.16
JPMorgan Intrepid America R2 JIAZX -1.08 2.97 7.13 20.15 9.65 14.36
JPMorgan Intrepid Sustainable Equity A JICAX -1.56 2.38 5.86 18.36 10.14 14.41
JPMorgan Intrepid Sustainable Equity C JICCX -1.59 2.32 5.75 17.80 9.59 13.84
JPMorgan Intrepid Sustainable Equity I JIISX -1.52 2.44 5.96 18.69 10.43 14.70
JPMorgan US Dynamic Plus I JILSX -0.89 3.98 8.15 18.85 10.17 14.62
JPMorgan US Large Cap Core Plus A JLCAX -1.85 2.30 6.18 16.25 9.66 14.39
JHancock Fundamental Large Cap Core R4 JLCFX -2.50 2.23 5.88 16.31 12.07 13.95
JHancock Fundamental Large Cap Core R3 JLCHX -2.54 2.16 5.79 15.86 11.63 13.49
JHancock Fundamental Large Cap Core R1 JLCRX -2.56 2.15 5.74 15.73 11.51 13.38
JHancock Fundamental Large Cap Core R5 JLCVX -2.49 2.25 5.94 16.54 12.30 14.17
JHancock Fundamental Large Cap Core R6 JLCWX -2.49 2.23 5.94 16.60 12.37 14.24
JHancock Fundamental Large Cap Core R2 JLCYX -2.52 2.18 5.82 16.04 11.79 13.69
JPMorgan US Large Cap Core Plus C JLPCX -1.90 2.23 6.04 15.66 9.11 13.82
JPMorgan US Large Cap Core Plus I JLPSX -1.83 2.34 6.23 16.53 9.94 14.68
JPMorgan US Large Cap Core Plus R6 JLPYX -1.82 2.36 6.30 --- --- ---
JPMorgan US Large Cap Core Plus R2 JLPZX -1.89 2.25 6.09 15.91 9.38 14.10
JHancock Fundamental Large Cap Core I JLVIX -2.49 2.24 5.94 16.47 12.25 14.12
JPMorgan US Equity L JMUEX -1.59 2.58 6.46 17.49 10.75 14.97
Janus Henderson Growth And Income D JNGIX -1.29 2.47 7.88 21.69 12.63 15.15
JPMorgan Tax Aware Equity I JPDEX -1.12 2.93 6.35 19.52 11.67 15.33
JPMorgan Tax Aware Equity A JPEAX -1.15 2.88 6.25 19.03 11.16 14.84
JPMorgan Tax Aware Equity C JPECX -1.19 2.82 6.12 18.43 10.61 14.26
JPMorgan Intrepid America I JPIAX -1.01 3.07 7.27 20.77 10.23 14.96
JPMorgan US Research Enhanced Equity L JPIEX -1.84 1.94 5.75 17.16 9.08 13.97
JPMorgan US Dynamic Plus A JPSAX -0.86 3.99 8.08 18.56 9.91 14.34
JPMorgan US Dynamic Plus C JPSCX -0.95 3.86 7.90 17.91 9.34 13.75
Janus Henderson US Managed Volatility A JRSAX -0.80 1.45 2.18 15.83 9.68 12.89
Janus Henderson US Managed Volatility C JRSCX -0.91 1.40 1.97 15.02 8.95 12.13
Janus Henderson US Managed Volatility D JRSDX -0.81 1.47 2.15 16.05 9.81 ---
Janus Henderson US Managed Volatility I JRSIX -0.80 1.46 2.15 16.19 9.98 13.23
Janus Henderson US Managed Volatility N JRSNX -0.80 1.55 2.20 16.32 10.07 ---
Janus Henderson US Managed Volatility S JRSSX -0.80 1.46 2.10 15.81 9.57 12.89
Janus Henderson US Managed Volatility T JRSTX -0.81 1.47 2.18 15.98 9.80 13.03
JPMorgan US Equity A JUEAX -1.65 2.52 6.33 17.10 10.36 14.58
JPMorgan US Equity C JUECX -1.70 2.41 6.19 16.49 9.80 14.01
JPMorgan US Equity R6 JUEMX -1.59 2.57 6.48 17.60 10.86 15.10
JPMorgan US Equity R3 JUEPX -1.66 2.53 6.35 17.01 --- ---
JPMorgan US Equity R4 JUEQX -1.65 2.52 6.44 17.35 --- ---
JPMorgan US Equity I JUESX -1.59 2.58 6.50 17.37 10.59 14.82
JPMorgan US Equity R2 JUEZX -1.61 2.48 6.31 16.81 10.08 14.30
JPMorgan US Equity R5 JUSRX -1.59 2.58 6.46 17.55 10.78 15.02
KP Large Cap Equity Institutional KPLCX -1.03 3.16 6.53 20.74 12.14 ---
Lord Abbett Calibrated Dividend Gr A LAMAX -1.65 0.97 5.46 16.34 10.12 12.54
Lord Abbett Calibrated Dividend Gr B LAMBX -1.78 0.78 5.18 15.34 9.25 11.68
Lord Abbett Calibrated Dividend Gr C LAMCX -1.73 0.86 5.27 15.47 9.29 11.70
Lord Abbett Calibrated Dividend Gr F LAMFX -1.71 0.98 5.49 16.52 10.30 12.72
Lord Abbett Calibrated Dividend Gr R6 LAMHX -1.69 0.96 5.52 16.75 --- ---
Lord Abbett Calibrated Dividend Gr P LAMPX -1.70 0.90 5.38 16.03 9.87 12.31
Lord Abbett Calibrated Dividend Gr R2 LAMQX -1.69 0.90 5.38 15.95 9.72 12.13
Lord Abbett Calibrated Dividend Gr R3 LAMRX -1.72 0.91 5.36 16.00 9.84 12.27
Lord Abbett Calibrated Dividend Gr R4 LAMSX -1.71 0.91 5.41 16.28 --- ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX -1.69 0.97 5.47 16.55 --- ---
Lord Abbett Calibrated Dividend Gr I LAMYX -1.69 0.97 5.47 16.62 10.37 12.81
Lord Abbett Calibrated Dividend Gr T LBDTX -1.71 0.91 5.46 --- --- ---
Low Beta Tactical 500 Institutional LBETX 5.03 8.37 11.87 --- --- ---
ClearBridge Dividend Strategy FI LBRIX -3.01 0.00 3.92 15.53 9.01 ---
Low Beta Tactical 500 Investor LBTTX 5.04 8.38 11.78 --- --- ---
ClearBridge Dividend Strategy IS LCBEX -3.01 0.00 3.99 15.97 9.46 ---
ClearBridge Dividend Strategy 1 LCBOX -3.01 0.00 3.95 15.84 9.34 11.90
Columbia Contrarian Core A LCCAX -2.55 1.28 5.69 16.77 10.22 14.10
Columbia Contrarian Core C LCCCX -2.60 1.20 5.51 15.87 9.41 13.25
SEI Large Cap Index A (SIIT) LCIAX -1.42 2.29 6.01 18.21 11.15 14.61
Leland Thomson Reuters Private Eq Idx A LDPAX -4.37 1.81 9.68 23.08 --- ---
Leland Thomson Reuters Private Eq Idx C LDPCX -4.39 1.74 9.52 22.06 --- ---
Leland Thomson Reuters Private Eq Idx I LDPIX -4.28 1.88 9.76 23.32 --- ---
Leland Thomson Reuters Vntr Cptl Idx A LDVAX 5.32 14.62 11.28 53.57 24.09 ---
Leland Thomson Reuters Vntr Cptl Idx C LDVCX 5.28 14.49 11.22 52.56 --- ---
Leland Thomson Reuters Vntr Cptl Idx I LDVIX 5.30 14.63 11.32 53.88 24.32 ---
Lazard US Equity Concentrated Instl LEVIX -0.19 4.11 6.89 15.28 10.58 14.66
Lazard US Equity Concentrated Open LEVOX -0.19 4.09 6.87 14.92 10.30 14.27
Scharf R6 LGRSX --- --- --- --- --- ---
ClearBridge Value A LGVAX -3.26 0.81 5.26 10.70 7.29 12.77
Longleaf Partners LLPFX -1.26 1.86 5.83 15.30 3.78 7.91
ClearBridge Appreciation IS LMESX -1.76 1.87 5.72 17.23 10.20 13.03
QS US Large Cap Equity IS LMISX -1.04 2.73 6.94 20.46 9.76 14.02
ClearBridge Dividend Strategy R LMMRX -3.03 -0.04 3.84 15.21 8.80 11.31
ClearBridge Value I LMNVX -3.25 0.85 5.33 10.95 7.54 13.02
ClearBridge Appreciation FI LMPIX -1.75 1.85 5.64 16.75 9.76 12.56
ClearBridge Appreciation R LMPPX -1.80 1.78 5.54 16.39 9.41 12.23
QS US Large Cap Equity I LMTIX -1.04 2.73 6.94 20.47 --- ---
QS US Large Cap Equity FI LMUSX -1.09 2.66 6.81 20.06 9.36 13.66
ClearBridge Value FI LMVFX -3.27 0.80 5.25 10.60 7.22 12.69
ClearBridge Value R LMVRX -3.30 0.78 5.18 10.34 6.92 12.34
ClearBridge Value C LMVTX -3.34 0.73 5.07 9.91 6.53 11.95
Scharf Institutional LOGIX -1.77 1.84 4.88 10.13 5.61 11.49
Scharf Retail LOGRX -1.82 1.80 4.80 9.81 5.36 ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX -1.63 1.03 5.59 --- --- ---
Summit GI US Low Volatility Equity A LVOLX -0.31 2.62 7.26 16.12 --- ---
Lazard US Strategic Equity Open LZUOX -1.23 3.13 6.78 15.78 7.78 11.76
Lazard US Strategic Equity Instl LZUSX -1.16 3.22 6.88 16.18 8.13 12.12
MainStay Epoch US All Cap A MAAAX -1.99 2.83 6.01 18.73 9.24 14.06
Mutual of America Instl Equity Index MAEQX -1.44 2.42 6.13 18.52 11.42 14.67
Mutual of America Instl All America MALLX -2.10 0.94 4.37 15.48 9.79 13.23
BlackRock Advantage Large Cap Core Instl MALRX -0.18 3.91 7.41 18.98 11.66 14.46
MainStay MAP Equity A MAPAX -1.24 3.21 6.88 19.44 8.86 11.95
MainStay MAP Equity B MAPBX -1.31 3.10 6.63 18.32 7.85 10.92
MainStay MAP Equity R1 MAPRX -1.23 3.23 6.92 19.62 9.03 12.12
Convergence Core Plus Institutional MARNX -0.87 4.00 8.05 18.53 10.81 13.40
MainStay Epoch US All Cap I MATIX -1.94 2.88 6.08 19.06 9.52 14.35
MainStay Epoch US All Cap B MAWBX -2.05 2.71 5.74 17.53 8.10 12.84
MainStay Epoch US All Cap C MAWCX -2.05 2.71 5.74 17.52 8.07 12.82
MainStay Epoch US All Cap Inv MAWNX -1.99 2.77 5.93 18.37 8.92 13.69
BlackRock Advantage Large Cap Core Inv C MCLRX -0.35 3.74 7.13 17.72 10.45 13.22
MainStay Common Stock Inv MCSSX -1.84 1.91 6.05 20.23 9.78 14.24
BlackRock Advantage Large Cap Core Inv A MDLRX -0.24 3.86 7.27 18.62 11.35 14.14
Meehan Focus MEFOX -2.56 2.78 8.53 17.74 7.27 11.01
AMG FQ Long-Short Equity I MEQFX 2.67 5.34 7.49 16.79 9.25 12.06
AMG FQ Tax-Managed US Equity N MFQAX -1.56 1.85 5.00 14.37 8.00 13.50
AMG FQ Tax-Managed US Equity I MFQTX -1.57 1.89 5.07 14.65 8.27 13.77
MFS® Research B MFRBX -0.60 2.99 5.89 18.74 10.15 12.84
MFS® Research C MFRCX -0.61 2.97 5.89 18.71 10.14 12.83
MFS® Research A MFRFX -0.55 3.06 6.07 19.59 10.97 13.68
MFS® Research R3 MFRHX -0.55 3.06 6.07 19.61 10.96 13.68
MFS® Research R4 MFRJX -0.53 3.11 6.15 19.93 11.25 13.97
MFS® Research R6 MFRKX -0.53 3.14 6.17 20.03 11.35 14.06
MFS® Research R1 MFRLX -0.62 2.96 5.88 18.72 10.14 12.83
MassMutual Select Equity Opports A MFVAX -1.49 1.86 6.45 15.70 9.61 13.49
MassMutual Select Equity Opports R4 MFVFX -1.51 1.82 6.41 15.79 9.71 ---
MassMutual Select Equity Opports R3 MFVNX -1.47 1.86 6.38 15.54 9.44 13.29
MassMutual Select Equity Opports R5 MFVSX -1.43 1.89 6.58 16.23 10.09 14.02
MassMutual Select Equity Opports I MFVZX -1.43 1.90 6.57 16.34 10.21 14.14
MainStay Common Stock C MGOCX -1.88 1.83 5.87 19.36 8.96 13.38
MM S&P 500® Index R4 MIEAX -1.43 2.43 6.04 18.04 10.87 14.12
MM S&P 500® Index Adm MIEYX -1.47 2.40 6.05 18.17 11.01 14.30
MM S&P 500® Index R5 MIEZX -1.45 2.42 6.13 18.48 11.29 14.58
Oppenheimer Main Street C MIGCX -2.87 0.85 3.77 11.50 9.08 12.52
Oppenheimer Main Street Y MIGYX -2.78 0.97 4.03 12.61 10.16 13.65
BNY Mellon Large Cap Stock Inv MILCX -1.26 2.65 6.73 18.56 9.38 13.24
MFS® Massachusetts Investors Tr R2 MIRTX -1.56 2.54 6.02 18.86 10.65 13.22
Midas Magic MISEX -3.28 2.26 7.99 18.28 9.53 11.42
MFS® Massachusetts Investors Tr B MITBX -1.63 2.46 5.88 18.28 10.09 12.66
MFS® Massachusetts Investors Tr C MITCX -1.63 2.45 5.88 18.28 10.09 12.65
MFS® Massachusetts Investors Tr R4 MITDX -1.54 2.59 6.17 19.45 11.19 13.78
MFS® Massachusetts Investors Tr R1 MITGX -1.64 2.46 5.89 18.26 10.09 12.66
MFS® Massachusetts Investors Tr R3 MITHX -1.54 2.57 6.10 19.16 10.93 13.50
MFS® Massachusetts Investors Tr I MITIX -1.53 2.62 6.19 19.45 11.20 13.79
MFS® Massachusetts Investors Tr R6 MITJX -1.53 2.62 6.19 19.58 11.30 13.88
MFS® Massachusetts Investors Tr A MITTX -1.55 2.58 6.13 19.20 10.94 13.53
BlackRock Advantage Large Cap Core K MLRKX --- --- --- --- --- ---
MFS® Low Volatility Equity A MLVAX -1.10 0.35 2.49 12.73 9.63 ---
MFS® Low Volatility Equity B MLVBX -1.10 0.28 2.35 11.90 8.79 ---
MFS® Low Volatility Equity C MLVGX -1.11 0.28 2.36 11.88 8.80 ---
MFS® Low Volatility Equity I MLVHX -1.03 0.42 2.63 13.07 9.87 ---
MFS® Low Volatility Equity R1 MLVMX -1.17 0.28 2.28 11.86 8.80 ---
MFS® Low Volatility Equity R2 MLVOX -1.10 0.35 2.48 12.46 9.36 ---
MFS® Low Volatility Equity R3 MLVPX -1.03 0.42 2.48 12.75 9.63 ---
MFS® Low Volatility Equity R4 MLVRX -1.03 0.42 2.56 13.05 9.87 ---
MFS® Low Volatility Equity R6 MLVTX -1.03 0.42 2.58 13.16 9.97 ---
MainStay MAP Equity R3 MMAPX -1.29 3.15 6.78 19.01 8.48 11.56
MM S&P 500® Index A MMFFX -1.49 2.39 6.00 17.88 10.74 ---
MassMutual Select Equity Opports Adm MMFVX -1.48 1.83 6.47 15.98 9.87 13.77
MassMutual Select Equity Opports Svc MMFYX -1.46 1.87 6.50 16.07 9.98 13.89
MM S&P 500® Index Svc MMIEX -1.45 2.41 6.10 18.32 11.13 14.39
MM S&P 500® Index R3 MMINX -1.47 2.37 6.00 17.78 10.59 13.83
MM S&P 500® Index I MMIZX -1.40 2.43 6.16 18.60 11.42 14.70
MainStay MAP Equity C MMPCX -1.31 3.10 6.63 18.32 7.85 10.92
MassMutual Premier Main Street Adm MMSLX -2.82 0.98 4.04 12.33 9.76 13.26
MassMutual Premier Main Street R3 MMSNX -2.85 0.90 3.83 11.80 9.29 12.75
MassMutual Premier Main Street R5 MMSSX -2.82 0.98 3.98 12.44 9.95 13.46
MassMutual Premier Main Street Svc MMSYX -2.81 1.03 4.00 12.39 9.86 13.38
Manor MNRMX -3.14 0.04 2.87 15.58 7.43 12.07
Castle Focus Investor MOATX -2.74 -0.81 1.77 7.67 6.04 7.71
MainStay Common Stock B MOPBX -1.84 1.87 5.87 19.34 8.97 13.40
Mairs & Power Growth Inv MPGFX -3.92 -0.54 3.95 11.08 8.64 11.76
BNY Mellon Large Cap Stock M MPLCX -1.39 2.68 6.79 18.66 9.65 13.50
MainStay MAP Equity R2 MPRRX -1.26 3.19 6.86 19.33 8.75 11.84
MFS® Core Equity R2 MRERX -1.12 2.12 5.23 19.98 11.04 14.07
MFS® Research I MRFIX -0.51 3.13 6.16 19.93 11.25 13.97
Marshfield Concentrated Opportunity MRFOX -0.76 2.95 8.28 21.14 --- ---
MFS® Core Equity A MRGAX -1.09 2.16 5.31 20.27 11.31 14.35
MFS® Core Equity B MRGBX -1.13 2.07 5.15 19.40 10.49 13.51
MFS® Core Equity C MRGCX -1.14 2.06 5.10 19.37 10.48 13.50
MFS® Core Equity R1 MRGGX -1.14 2.06 5.10 19.38 10.49 13.50
MFS® Core Equity R3 MRGHX -1.10 2.17 5.29 20.27 11.31 14.35
MFS® Core Equity R4 MRGJX -1.06 2.21 5.39 20.59 11.59 14.64
MFS® Core Equity R6 MRGKX -1.04 2.23 5.40 20.69 11.71 14.76
MFS® Core Equity I MRGRX -1.07 2.21 5.37 20.57 11.60 14.64
BlackRock Advantage Large Cap Core R MRLRX -0.26 3.85 7.25 18.33 11.03 13.81
Oppenheimer Main Street A MSIGX -2.81 0.92 3.96 12.34 9.89 13.37
BlackRock Advantage Large Cap Core Svc MSLRX -0.18 3.92 7.39 18.76 11.24 14.04
MainStay MAP Equity Investor MSMIX -1.26 3.18 6.82 19.22 8.66 11.75
MainStay Common Stock A MSOAX -1.81 1.95 6.09 20.52 10.05 14.55
MainStay Common Stock I MSOIX -1.80 1.99 6.18 20.83 10.34 14.83
MainStay Common Stock R3 MSOSX -1.81 1.96 6.05 20.15 --- ---
MainStay S&P 500 Index I MSPIX -1.43 2.43 6.09 18.36 11.17 14.44
MFS® Research R2 MSRRX -0.57 3.04 6.01 19.31 10.70 13.40
MassMutual Premier Main Street A MSSAX -2.86 0.90 3.86 11.95 9.46 12.95
MassMutual Premier Main Street R4 MSSRX -2.88 0.91 3.97 12.12 9.59 ---
MainStay S&P 500 Index A MSXAX -1.44 2.39 6.02 18.05 10.89 14.15
MassMutual Premier Main Street I MSZIX -2.82 0.98 3.99 12.56 10.04 ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX -1.21 2.99 6.63 19.33 11.06 13.81
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX -1.18 3.07 6.71 19.70 11.34 14.13
MainStay MAP Equity I MUBFX -1.23 3.26 6.95 19.74 9.13 12.23
MFS® Blended Research Core Equity A MUEAX -1.62 1.75 5.83 16.14 9.21 13.71
MFS® Blended Research Core Equity C MUECX -1.66 1.68 5.65 15.27 8.40 12.85
MFS® Blended Research Core Equity R1 MUERX -1.69 1.63 5.62 15.24 8.40 12.86
MFS® Blended Research Core Equity R2 MUESX -1.65 1.71 5.75 15.82 8.94 13.41
MFS® Blended Research Core Equity R3 MUETX -1.63 1.75 5.80 16.10 9.20 13.69
MFS® Blended Research Core Equity R4 MUEUX -1.61 1.78 5.88 16.42 9.48 13.98
MFS® Blended Research Core Equity R6 MUEVX -1.56 1.80 5.94 16.59 9.62 14.12
Muhlenkamp MUHLX -4.72 -0.27 2.34 13.44 2.04 5.59
Nationwide Institutional Service MUIFX -1.18 2.52 5.32 16.40 10.47 13.50
Morgan Stanley Instl US Core A MUOAX -2.47 2.26 4.99 14.88 --- ---
Morgan Stanley Instl US Core C MUOCX -2.56 2.12 4.76 13.90 --- ---
Morgan Stanley Instl US Core I MUOIX -2.46 2.26 5.13 15.30 --- ---
Morgan Stanley Instl US Core IS MUOSX -2.46 2.26 5.07 15.33 --- ---
MFS® Blended Research Core Equity B MUSBX -1.67 1.65 5.64 15.25 8.40 12.85
MFS® Blended Research Core Equity I MUSEX -1.60 1.80 5.88 16.41 9.48 13.99
Victory S&P 500 Index A MUXAX -1.46 2.36 6.01 17.98 10.90 14.13
Victory S&P 500 Index R MUXRX -1.46 2.32 5.93 17.40 10.43 13.67
Victory S&P 500 Index Y MUXYX -1.45 2.39 6.07 18.12 11.11 14.33
Marathon Value Portfolio MVPFX -2.20 1.28 5.30 12.39 8.78 10.79
Metropolitan West AlphaTrak 500 MWATX -1.62 2.07 5.82 17.37 13.53 16.35
VanEck Morningstar Wide Moat I MWMIX -2.22 2.37 7.94 --- --- ---
VanEck Morningstar Wide Moat Z MWMZX -2.22 2.37 7.95 --- --- ---
Federated Max-Cap Index C MXCCX -1.54 2.24 5.76 17.25 10.16 13.41
Great-West S&P 500® Index Institutional MXKWX -1.38 2.51 6.19 18.61 --- ---
Great-West S&P 500® Index Investor MXVIX -1.41 2.40 6.05 18.13 10.88 14.15
Great-West S&P 500® Index L MXVJX -1.47 2.31 5.96 17.78 10.59 13.85
Matthew 25 MXXVX -4.28 -0.82 7.37 13.19 10.02 13.60
Mainstay US Equity Opportunities C MYCCX -3.02 1.29 6.06 18.56 10.81 15.50
Mainstay US Equity Opportunities I MYCIX -2.88 1.51 6.36 19.88 12.06 16.81
Mainstay US Equity Opportunities Inv MYCNX -2.96 1.34 6.21 19.47 11.65 16.35
Mainstay US Equity Opportunities A MYCTX -2.92 1.42 6.28 19.70 11.82 16.56
MainStay S&P 500 Index Inv MYSPX -1.46 2.35 5.98 17.93 10.77 14.03
Nuveen Santa Barbara Dividend Growth R3 NBDRX -1.52 1.81 5.93 17.51 8.58 11.76
Neuberger Berman Focus Adv NBFAX -0.84 3.51 6.66 16.32 8.77 12.50
Neuberger Berman Focus Tr NBFCX -0.66 3.57 6.72 16.64 9.00 12.68
Neuberger Berman Focus Inv NBSSX -0.65 3.58 6.73 16.78 9.18 12.89
Natixis Oakmark C NECOX -1.77 3.06 6.91 18.91 10.61 13.94
Natixis Oakmark A NEFOX -1.70 3.16 7.09 19.79 11.45 14.79
Columbia Large Cap Index A NEIAX -1.44 2.40 6.06 18.22 11.05 14.31
Natixis Oakmark Y NEOYX -1.66 3.20 7.19 20.09 11.74 15.08
Neuberger Berman Focus A NFAAX -0.67 3.56 6.73 16.63 8.97 12.67
Neuberger Berman Focus C NFACX -0.70 3.42 6.48 15.65 8.15 11.85
Neuberger Berman Focus Inst NFALX -0.65 3.61 6.80 16.96 9.36 13.08
Columbia Large Cap Index Inst NINDX -1.41 2.43 6.13 18.50 11.33 14.60
Nuveen Large Cap Core A NLACX -0.93 4.32 9.21 18.18 9.78 ---
Nuveen Large Cap Core C NLCDX -1.00 4.20 8.98 17.29 8.96 ---
Nuveen Large Cap Core R6 NLCFX -0.90 4.36 9.29 18.53 --- ---
Nuveen Large Cap Core I NLCIX -0.90 4.36 9.27 18.47 10.06 ---
Columbia Large Cap Enhanced Core A NMIAX -0.43 2.96 7.30 21.96 10.71 15.18
Columbia Large Cap Enhanced Core Inst NMIMX -0.43 2.97 7.32 22.25 10.98 15.48
Neuberger Berman Multi-Cap Opp A NMUAX -1.05 2.38 7.81 19.02 11.99 14.42
Neuberger Berman Multi-Cap Opp C NMUCX -1.09 2.32 7.67 18.17 11.16 13.58
Neuberger Berman Multi-Cap Opp Inst NMULX -0.99 2.48 7.95 19.48 12.40 14.83
Northern Active M US Equity NMUSX -1.00 2.63 6.20 15.94 --- ---
Natixis Oakmark N NOANX -1.65 3.24 7.24 --- --- ---
Nuveen Symphony Low Volatility Equity A NOPAX -0.91 3.01 6.33 18.17 9.71 13.64
Nuveen Symphony Low Volatility Equity C NOPCX -0.97 2.91 6.10 17.26 8.89 12.79
Nuveen Symphony Low Volatility Equity R6 NOPFX -0.88 3.06 6.39 18.55 --- ---
Nuveen Symphony Low Volatility Equity I NOPRX -0.91 3.03 6.37 18.46 9.99 13.91
Northern Stock Index NOSIX -1.42 2.43 6.12 18.58 11.42 14.70
Nuveen Santa Barbara Dividend Growth A NSBAX -1.48 1.85 6.00 17.82 8.84 12.03
Nuveen Santa Barbara Dividend Growth C NSBCX -1.56 1.73 5.80 16.93 8.03 11.20
Nuveen Santa Barbara Dividend Growth R6 NSBFX -1.45 1.91 6.09 18.21 9.21 ---
Nuveen Santa Barbara Dividend Growth I NSBRX -1.46 1.87 6.06 18.12 9.12 12.31
Columbia Select Large Cap Equity Inst NSEPX -0.87 2.62 5.84 21.34 12.60 14.85
Columbia Select Large Cap Equity A NSGAX -0.86 2.60 5.80 21.07 12.32 14.58
Columbia Select Large Cap Equity C NSGCX -1.01 2.53 5.59 20.12 11.45 13.71
Northern US Quality ESG NUESX -1.36 2.75 7.03 --- --- ---
Nationwide A NWFAX -1.23 2.48 5.25 16.12 10.20 13.25
Nationwide Large Cap Equity A NWGHX -3.04 0.15 5.02 15.16 9.10 12.50
Nationwide Large Cap Equity C NWGIX -3.12 0.00 4.76 14.30 8.40 11.80
Nationwide Large Cap Equity R6 NWGJX -3.03 0.15 5.10 15.54 9.50 ---
Nationwide Large Cap Equity Ins Svc NWGKX -3.03 0.15 5.06 15.38 9.36 12.80
Davis NY Venture B NYVBX -3.43 1.59 6.66 18.11 10.80 12.58
Davis NY Venture C NYVCX -3.42 1.61 6.70 18.32 11.02 12.78
Davis NY Venture R NYVRX -3.37 1.69 6.87 18.93 11.56 13.33
Davis NY Venture A NYVTX -3.38 1.72 6.90 19.25 11.88 13.66
Oakmark Select Investor OAKLX -4.71 1.32 4.28 13.17 8.58 13.91
Oakmark Investor OAKMX -1.63 3.32 7.37 20.30 11.81 15.16
Oakmark Select Institutional OANLX -4.69 1.34 4.33 13.36 --- ---
Oakmark Institutional OANMX -1.63 3.33 7.41 20.51 --- ---
Oppenheimer Rising Dividends A OARDX -1.31 1.60 4.38 14.00 6.73 10.31
Oakmark Select Service OARLX -4.74 1.27 4.19 12.85 8.23 13.56
Oakmark Service OARMX -1.66 3.27 7.29 19.98 11.46 14.80
Oakmark Select Advisor OAYLX -4.69 1.36 4.34 13.34 --- ---
Oakmark Advisor OAYMX -1.63 3.32 7.40 20.46 --- ---
Oppenheimer Rising Dividends B OBRDX -1.41 1.45 4.15 13.14 5.91 9.43
Oppenheimer Rising Dividends C OCRDX -1.37 1.47 4.15 13.16 5.92 9.47
JPMorgan Equity Index C OEICX -1.50 2.32 5.88 17.50 10.28 13.48
O'Shaughnessy All Cap Core A OFAAX -1.94 2.60 6.29 18.43 10.59 14.60
O'Shaughnessy All Cap Core C OFACX -2.05 2.40 5.95 17.41 9.65 13.68
Olstein All Cap Value Adv OFAFX -1.52 2.39 7.96 13.21 5.84 12.39
O'Shaughnessy All Cap Core I OFAIX -1.97 2.64 6.32 18.62 10.80 14.83
Olstein All Cap Value C OFALX -1.59 2.25 7.69 12.09 4.80 11.31
JPMorgan Equity Index A OGEAX -1.43 2.42 6.07 18.22 11.04 14.29
JPMorgan Equity Index R6 OGFAX -1.41 2.44 6.17 18.70 --- ---
Oppenheimer Rising Dividends I OIRDX -1.26 1.65 4.47 14.46 7.17 10.77
Oppenheimer Main Street R OMGNX -2.84 0.90 3.88 12.02 9.62 13.08
Oppenheimer Main Street All Cap B OMOBX -2.07 1.29 4.03 12.43 6.99 10.15
Oppenheimer Main Street B OMSBX -2.89 0.82 3.73 11.47 9.06 12.48
Oppenheimer Main Street All Cap C OMSCX -2.12 1.28 4.05 12.44 6.99 10.18
Oppenheimer Main Street I OMSIX -2.79 0.99 4.05 12.79 10.36 13.85
Oppenheimer Main Street All Cap R OMSNX -2.05 1.38 4.19 13.05 7.53 10.73
Oppenheimer Main Street All Cap A OMSOX -1.99 1.45 4.24 13.33 7.81 11.01
Oppenheimer Main Street All Cap Y OMSYX -2.05 1.42 4.28 13.58 8.07 11.29
Oppenheimer Rising Dividends R ONRDX -1.31 1.56 4.28 13.69 6.47 10.01
Oak Ridge Dividend Growth A ORDAX -1.27 2.17 6.39 18.42 9.04 ---
Oak Ridge Dividend Growth I ORDNX -1.26 2.15 6.49 18.65 9.31 ---
Osterweis OSTFX -1.93 0.61 4.15 8.82 3.14 7.89
Old Westbury All Cap Core OWACX -0.52 3.36 6.33 19.15 8.05 10.26
Oppenheimer Rising Dividends Y OYRDX -1.26 1.65 4.45 14.28 7.00 10.57
T. Rowe Price Capital Opportunity Adv PACOX -1.11 2.81 5.77 20.15 11.84 14.64
Pacific Advisors Large Cap Value A PAGTX -3.01 0.35 4.51 14.42 8.08 11.05
Prudential QMA Defensive Equity A PAMGX -1.71 0.81 4.65 13.08 8.11 10.25
Prudential QMA Defensive Equity Q PAMQX -1.77 0.81 4.65 13.37 --- ---
Parnassus PARNX -2.23 0.62 3.54 11.49 8.84 14.12
Parnassus Endeavor Investor PARWX -2.03 2.47 3.30 17.95 14.66 17.74
T. Rowe Price US Large-Cap Core Adv PAULX -1.10 2.27 4.55 16.62 11.44 14.63
Pax ESG Beta Dividend Fund Indl Inv PAXDX -1.43 1.83 6.56 16.23 --- ---
Pax Large Cap Fund Individual Investor PAXLX -1.36 3.13 6.94 19.13 --- ---
Payson Total Return PBFDX -0.99 3.37 5.73 18.89 9.11 11.49
Principal Capital Appreciation R1 PCAMX -1.38 2.25 5.62 16.11 9.59 13.10
Principal Capital Appreciation R2 PCANX -1.36 2.27 5.66 16.27 9.74 13.24
Principal Capital Appreciation R3 PCAOX -1.35 2.29 5.70 16.48 9.94 13.45
Principal Capital Appreciation R4 PCAPX -1.32 2.32 5.76 16.72 10.15 13.67
Principal Capital Appreciation R5 PCAQX -1.32 2.34 5.78 16.86 10.28 13.80
T. Rowe Price Capital Opportunity I PCCOX -1.11 2.84 5.90 20.63 --- ---
Putnam Investors C PCINX -1.22 2.99 7.48 19.30 9.84 13.85
Pioneer C PCODX -1.30 2.54 6.70 17.60 9.28 12.50
Pioneer Core Equity C PCOTX -0.95 2.79 6.85 19.93 9.70 12.18
T. Rowe Price Dividend Growth I PDGIX -1.10 1.68 4.44 16.65 --- ---
Virtus Rampart Enhanced Core Equity A PDIAX -6.20 -4.53 -1.22 12.05 9.88 12.84
Prudential QMA Defensive Equity Z PDMZX -1.71 0.81 4.64 13.29 8.35 10.51
Prudential QMA Stock Index I PDSIX -1.40 2.46 6.13 18.54 11.37 14.63
Dreyfus S&P 500 Index PEOPX -1.46 2.39 6.04 18.15 10.98 14.25
Pacific Funds Large-Cap C PFCCX -1.78 1.84 4.77 17.02 --- ---
Pacific Funds Large-Cap Advisor PFCDX -1.68 1.98 5.01 18.25 --- ---
Pacific Funds Large-Cap Investor PFCRX -1.71 1.94 4.91 17.77 9.08 ---
Pacific Funds Large-Cap S PFKIX -1.64 2.02 5.02 18.27 --- ---
Pacific Funds Large-Cap A PFLAX -1.69 1.92 4.98 17.87 --- ---
Parnassus Institutional PFPRX -2.22 0.64 3.58 11.68 --- ---
Parnassus Endeavor Institutional PFPWX -2.00 2.50 3.33 18.16 --- ---
Pacific Advisors Large Cap Value C PGCCX -3.09 0.27 4.31 13.58 7.25 10.21
Virtus Rampart Enhanced Core Equity C PGICX -6.28 -4.63 -1.43 11.25 9.07 12.01
Prudential QMA Defensive Equity C PIMGX -1.79 0.68 4.45 12.21 7.29 9.42
Putnam Investors A PINVX -1.15 3.10 7.69 20.21 10.66 14.72
Pioneer A PIODX -1.20 2.67 6.93 18.59 10.16 13.40
Pioneer R PIORX -1.23 2.63 6.83 18.02 9.71 12.96
Pioneer Core Equity A PIOTX -0.89 2.92 7.07 20.89 10.58 13.11
Putnam Investors R6 PIVEX -1.13 3.15 7.81 20.67 11.11 15.19
Putnam Investors R PIVRX -1.16 3.06 7.63 19.90 10.39 14.44
Prudential Jennison Rising Dividend A PJDAX -0.87 2.55 5.19 15.45 8.35 ---
Prudential Jennison Rising Dividend C PJDCX -1.02 2.40 4.98 14.53 7.52 ---
Prudential Jennison Rising Dividend Q PJDQX -0.87 2.55 5.26 --- --- ---
Prudential Jennison Rising Dividend Z PJDZX -0.94 2.55 5.26 15.63 8.61 ---
Prudential Jennison Equity Income R PJERX -1.10 2.53 4.86 13.78 4.89 9.70
Prudential Jennison Equity Opportunity C PJGCX -1.51 2.52 8.15 12.15 8.55 11.52
Prudential Jennison Equity Opportunity Z PJGZX -1.42 2.72 8.43 13.28 9.66 12.65
Prudential Jennison Equity Opportunity A PJIAX -1.48 2.62 8.31 12.90 9.31 12.29
Prudential Jennison Equity Opportunity B PJIBX -1.51 2.52 8.10 12.09 8.53 11.51
Prudential Jennison Equity Income Q PJIQX -0.99 2.65 5.11 14.51 5.55 10.37
Prudential Jennison Equity Opportunity Q PJOQX -1.42 2.72 8.44 13.39 9.81 ---
Prudential Jennison Equity Opportunity R PJORX -1.52 2.58 8.20 12.55 9.06 12.05
PNC Multi-Factor All Cap A PLEAX -1.01 2.73 6.71 16.94 9.29 13.29
PNC Multi-Factor All Cap C PLECX -1.10 2.66 6.55 16.19 8.54 12.50
PNC Multi-Factor All Cap I PLEIX -1.04 2.76 6.82 17.27 9.60 13.57
Principal Large Cap S&P 500 Index Inst PLFIX -1.43 2.40 6.10 18.49 11.35 14.61
Principal Large Cap S&P 500 Index R3 PLFMX -1.48 2.33 5.95 17.84 10.70 13.96
Principal Large Cap S&P 500 Index R2 PLFNX -1.53 2.33 5.90 17.61 10.50 13.75
Principal Large Cap S&P 500 Index R5 PLFPX -1.41 2.42 6.05 18.21 11.07 14.33
Principal Large Cap S&P 500 Index R4 PLFSX -1.42 2.39 6.00 18.05 10.93 14.18
Principal Large Cap S&P 500 Index C PLICX -1.51 2.27 5.86 17.16 10.08 13.31
Putnam Research R6 PLJMX -1.29 2.66 5.32 19.85 --- ---
Principal Large Cap S&P 500 Index R1 PLPIX -1.54 2.29 5.85 17.44 10.36 13.60
Principal Large Cap S&P 500 Index A PLSAX -1.43 2.40 6.06 18.16 10.99 14.25
Putnam Low Volatility Equity A PLVEX -0.90 1.16 4.05 11.57 4.65 ---
Putnam Low Volatility Equity B PLVFX -0.99 1.09 3.84 10.67 3.86 ---
Putnam Low Volatility Equity C PLVGX -0.91 1.09 3.85 10.78 3.87 ---
Putnam Low Volatility Equity M PLVHX -0.90 1.08 3.92 11.00 4.13 ---
Putnam Low Volatility Equity Y PLVKX -0.81 1.25 4.15 11.86 4.92 ---
PMC Diversified Equity PMDEX -1.73 2.05 5.16 17.48 7.23 10.12
Putnam Multi-Cap Core A PMYAX -1.39 2.71 7.85 20.07 10.87 15.82
Putnam Multi-Cap Core B PMYBX -1.46 2.60 7.66 19.15 10.06 14.96
Putnam Multi-Cap Core C PMYCX -1.46 2.60 7.65 19.15 10.05 14.97
Putnam Multi-Cap Core M PMYMX -1.44 2.61 7.71 19.50 10.32 15.26
Putnam Multi-Cap Core Y PMYYX -1.38 2.75 7.93 20.39 11.16 16.11
Putnam Multi-Cap Core R PMYZX -1.39 2.68 7.81 19.78 10.61 15.56
Putnam Research A PNRAX -1.31 2.60 5.19 19.35 10.18 14.44
Putnam Investors B PNVBX -1.21 2.99 7.46 19.30 9.83 13.86
Putnam Investors M PNVMX -1.22 3.03 7.56 19.59 10.12 14.14
Putnam Investors Y PNVYX -1.13 3.13 7.76 20.50 10.94 15.00
Pin Oak Equity POGSX -0.64 3.99 10.02 15.57 14.13 15.88
T. Rowe Price Total Equity Market Idx POMIX -1.47 2.16 5.83 17.43 10.90 14.32
PRIMECAP Odyssey Stock POSKX -2.09 2.85 7.16 21.97 13.48 16.51
PIMCO StocksPLUS® Admin PPLAX -1.52 2.33 6.17 18.71 11.07 14.61
Prudential QMA US Broad Market Index Q PQBMX -1.50 2.21 5.90 17.72 --- ---
Prudential QMA Stock Index Q PQSIX -1.40 2.46 --- --- --- ---
Putnam Research C PRACX -1.40 2.50 5.01 18.45 9.34 13.59
Parnassus Core Equity Investor PRBLX -2.29 1.08 3.58 13.61 8.95 12.92
T. Rowe Price Capital Opportunity PRCOX -1.11 2.80 5.86 20.45 12.15 14.97
T. Rowe Price Dividend Growth PRDGX -1.10 1.68 4.42 16.50 10.64 13.72
T. Rowe Price Equity Index 500 PREIX -1.42 2.43 6.12 18.45 11.26 14.53
Putnam Research B PRFBX -1.37 2.50 5.01 18.43 9.35 13.59
Putnam Research M PRFMX -1.37 2.53 5.07 18.76 9.62 13.88
T. Rowe Price Growth & Income PRGIX -1.02 2.39 4.68 17.14 10.73 14.29
Parnassus Core Equity Institutional PRILX -2.28 1.10 3.63 13.84 9.16 13.13
Putnam Research R PRSRX -1.35 2.57 5.13 19.05 9.90 14.16
T. Rowe Price Equity Index 500 I PRUIX -1.40 2.45 6.17 18.63 --- ---
Prudential QMA Stock Index A PSIAX -1.43 2.41 6.05 18.14 10.99 14.24
Prudential QMA Stock Index C PSICX -1.49 2.31 5.86 17.38 10.28 13.51
Prudential QMA Stock Index Z PSIFX -1.42 2.44 6.11 18.47 11.31 14.56
PIMCO StocksPLUS® P PSKPX -1.52 2.37 6.11 18.77 11.21 14.80
PIMCO StocksPLUS® Absolute Return C PSOCX -1.40 2.50 5.67 18.65 10.51 13.57
PIMCO StocksPLUS® A PSPAX -1.54 2.35 6.09 18.52 10.87 14.44
PIMCO StocksPLUS® C PSPCX -1.62 2.18 5.87 17.81 10.27 13.85
PIMCO StocksPLUS® D PSPDX -1.55 2.27 6.03 18.41 10.84 14.43
Principal Large Cap S&P 500 Index J PSPJX -1.44 2.42 6.08 18.31 11.08 14.31
PIMCO StocksPLUS® R PSPRX -1.58 2.19 5.95 18.17 10.55 14.14
PIMCO StocksPLUS® Absolute Return Instl PSPTX -1.35 2.52 5.93 19.86 11.76 14.86
Port Street Quality Growth Institutional PSQGX -0.08 2.04 3.81 13.47 7.21 ---
PIMCO StocksPLUS® Absolute Return D PSTDX -1.30 2.51 5.92 19.48 11.33 14.43
PIMCO StocksPLUS® Instl PSTKX -1.52 2.36 6.11 18.91 11.29 14.90
Prudential QMA Large-Cap Core Equity Z PTEZX -1.81 1.82 6.10 19.93 10.94 14.71
Prudential QMA Large-Cap Core Equity A PTMAX -1.80 1.81 6.04 19.71 10.67 14.43
Prudential QMA Large-Cap Core Equity B PTMBX -1.91 1.65 5.77 18.64 9.80 13.57
Prudential QMA Large-Cap Core Equity C PTMCX -1.85 1.65 5.87 18.73 9.83 13.57
Prudential QMA Large-Cap Core Equity Q PTMQX -1.76 1.82 6.17 20.13 --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX -1.28 2.56 5.92 19.57 11.35 14.44
PIMCO StocksPLUS® Absolute Return P PTOPX -1.36 2.55 5.98 19.80 11.65 14.76
Putnam Research Y PURYX -1.30 2.64 5.27 19.64 10.45 14.73
Pioneer Core Equity Y PVFYX -0.88 2.93 7.09 21.17 10.91 13.47
Virtus Rampart Sector Trend A PWBAX -1.35 2.74 5.99 16.11 5.50 8.61
Virtus Rampart Sector Trend C PWBCX -1.45 2.54 5.75 15.18 4.68 7.79
Principal Capital Appreciation Inst PWCIX -1.29 2.38 5.86 17.15 10.56 14.09
Pax ESG Beta Quality Institutional PWGIX -1.25 1.73 5.82 18.98 9.88 13.24
Pax ESG Beta Dividend Fund Institutional PXDIX -1.43 1.91 6.67 16.53 --- ---
Pax ESG Beta Quality A PXGAX -1.24 1.68 5.80 18.73 9.62 ---
Virtus Rampart Enhanced Core Equity I PXIIX -6.21 -4.50 -1.20 12.35 10.15 13.13
Pax Large Cap Fund Institutional PXLIX -1.36 3.12 6.95 19.43 --- ---
Pax ESG Beta Quality Individual Investor PXWGX -1.23 1.73 5.79 18.73 9.61 12.98
Pioneer Y PYODX -1.19 2.67 6.97 18.84 10.44 13.72
Federated MDT Large Cap Growth A QALGX 0.42 5.67 7.99 24.51 9.50 14.41
Federated MDT Large Cap Growth B QBLGX 0.34 5.58 7.74 23.59 8.68 13.54
AQR Large Cap Multi-Style I QCELX -0.82 2.60 5.56 20.76 10.15 ---
AQR Large Cap Multi-Style N QCENX -0.82 2.56 5.49 20.46 9.88 ---
AQR Large Cap Multi-Style R6 QCERX -0.77 2.61 5.58 20.87 10.25 ---
Federated MDT Large Cap Growth C QCLGX 0.35 5.55 7.76 23.59 8.68 13.55
Pear Tree Quality Institutional QGIAX -1.46 1.89 4.17 23.93 12.79 13.93
Federated MDT Large Cap Growth Instl QILGX 0.45 5.71 8.06 24.85 9.79 14.70
AQR Large Cap Relaxed Constraint Eq I QLRIX -1.62 1.59 5.03 18.88 --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX -1.70 1.59 4.89 18.52 --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX -1.70 1.59 4.99 18.82 --- ---
AQR TM Large Cap Multi-Style I QTLLX -0.83 2.50 5.65 20.95 10.32 ---
AQR TM Large Cap Multi-Style N QTLNX -0.83 2.50 5.59 20.71 10.02 ---
AQR TM Large Cap Multi-Style R6 QTLRX -0.76 2.50 5.65 21.14 10.41 ---
AQR Large Cap Defensive Style R6 QUERX -0.10 2.31 5.04 19.23 13.51 ---
Victory RS Large Cap Alpha R RCEKX -2.92 1.03 5.58 13.63 7.61 12.37
Victory RS Large Cap Alpha Y RCEYX -2.88 1.10 5.74 14.29 8.22 13.04
T. Rowe Price US Large-Cap Core I RCLIX -1.06 2.35 4.67 17.15 --- ---
Victory RS Large Cap Alpha C RCOCX -2.97 0.97 5.47 13.14 7.13 11.89
Columbia Disciplined Core C RDCEX -0.50 2.90 7.55 21.04 9.56 14.24
Columbia Disciplined Core T RDEWX -0.40 3.00 7.81 21.91 10.39 15.12
Russell Inv US Core Equity E REAEX -2.31 1.42 5.49 16.57 10.04 13.27
Russell Inv US Core Equity Y REAYX -2.27 1.49 5.61 --- --- ---
Aspiration Redwood REDWX -1.92 2.00 4.09 15.54 --- ---
Russell Inv US Defensive Equity A REQAX -1.62 1.56 5.33 14.92 9.71 12.98
Russell Inv US Defensive Equity C REQCX -1.69 1.45 5.13 14.03 8.88 12.14
Russell Inv US Defensive Equity E REQEX -1.62 1.57 5.34 14.91 9.71 12.98
Russell Inv US Core Equity C REQSX -2.38 1.30 5.29 15.71 9.22 12.43
Russell Inv US Defensive Equity S REQTX -1.58 1.61 5.43 15.24 9.99 13.28
Glenmede Responsible ESG US Equity RESGX -1.29 2.33 6.57 19.24 --- ---
Russell Inv US Defensive Equity Y REUYX -1.58 1.63 5.46 15.41 10.20 13.49
American Funds Fundamental Invs R2E RFEBX -1.49 2.63 6.41 19.55 12.30 ---
American Funds Fundamental Invs R1 RFNAX -1.52 2.59 6.33 19.18 11.88 13.90
American Funds Fundamental Invs R2 RFNBX -1.51 2.59 6.33 19.20 11.91 13.93
American Funds Fundamental Invs R3 RFNCX -1.47 2.64 6.44 19.73 12.39 14.41
American Funds Fundamental Invs R4 RFNEX -1.45 2.69 6.52 20.07 12.73 14.76
American Funds Fundamental Invs R5 RFNFX -1.42 2.73 6.61 20.44 13.07 15.11
American Funds Fundamental Invs R6 RFNGX -1.42 2.73 6.61 20.49 13.12 15.16
American Funds Fundamental Invs R5E RFNHX -1.44 2.72 6.59 20.36 --- ---
RiverPark Focused Value Retail RFVFX -3.15 -0.40 4.01 14.98 --- ---
RiverPark Focused Value Institutional RFVIX -3.05 -0.30 4.15 15.50 --- ---
American Funds Invmt Co of Amer R2E RIBEX -0.55 2.95 7.51 17.18 10.35 ---
American Funds Invmt Co of Amer R1 RICAX -0.58 2.94 7.44 16.84 9.97 13.58
American Funds Invmt Co of Amer R2 RICBX -0.58 2.94 7.43 16.82 9.98 13.60
American Funds Invmt Co of Amer R3 RICCX -0.55 2.98 7.55 17.34 10.46 14.08
American Funds Invmt Co of Amer R4 RICEX -0.50 3.03 7.65 17.69 10.80 14.43
American Funds Invmt Co of Amer R5 RICFX -0.50 3.07 7.71 18.05 11.13 14.78
American Funds Invmt Co of Amer R6 RICGX -0.48 3.07 7.72 18.11 11.19 14.83
American Funds Invmt Co of Amer R5E RICHX -0.50 3.07 7.69 17.94 --- ---
Russell Inv US Large Cap Equity C RLCCX -2.28 1.45 5.12 15.07 8.76 12.09
Russell Inv US Large Cap Equity S RLCSX -2.25 1.62 5.39 16.22 9.87 13.21
Russell Inv US Large Cap Equity A RLCZX -2.26 1.54 5.31 15.88 9.57 12.93
Russell Inv US Core Equity S RLISX -2.27 1.45 5.57 16.93 10.33 13.57
Lazard US Equity Concentrated R6 RLUEX -0.25 4.11 6.85 15.23 --- ---
Lazard US Strategic Equity R6 RLUSX -1.16 3.22 6.87 16.17 8.16 ---
Columbia Disciplined Core K RQEYX -0.40 3.00 7.78 22.00 10.48 15.22
T. Rowe Price Capital Opportunity R RRCOX -1.15 2.74 5.71 19.79 11.50 14.30
Russell Inv US Strategic Equity A RSEAX -1.76 2.13 5.79 17.61 10.12 13.22
Russell Inv US Strategic Equity C RSECX -1.84 2.06 5.63 16.76 9.31 12.39
Russell Inv US Strategic Equity E RSEEX -1.76 2.19 5.85 17.62 10.14 13.23
Russell Inv US Strategic Equity S RSESX -1.76 2.12 5.92 17.95 10.40 13.53
Russell Inv US Dynamic Equity A RSGAX -2.30 1.92 6.20 16.16 10.57 13.72
Russell Inv US Dynamic Equity C RSGCX -2.33 1.78 6.01 15.24 9.75 12.86
Russell Inv US Dynamic Equity E RSGEX -2.17 2.03 6.31 16.24 10.58 13.72
Russell Inv US Dynamic Equity S RSGSX -2.24 2.00 6.30 16.51 10.89 13.99
Russell Inv US Dynamic Equity Y RSGTX -2.20 2.07 6.35 16.65 11.08 14.23
Columbia Disciplined Core Inst2 RSIPX -0.40 3.01 7.87 22.25 10.75 15.51
State Farm S&P 500 Index R3 RSPHX -1.45 2.36 5.76 17.85 10.88 14.13
State Farm S&P 500 Index R1 RSPOX -1.45 2.37 6.05 18.09 10.55 13.73
State Farm S&P 500 Index R2 RSPTX -1.46 2.38 6.05 18.09 10.74 13.92
Russell Inv US Core Equity A RSQAX -2.32 1.42 5.50 16.58 10.04 13.28
Russell Inv Multifactor US Equity R6 RTDRX -0.88 3.05 6.98 19.29 --- ---
Russell Inv Multifactor US Equity S RTDSX -0.88 3.06 6.94 19.17 11.64 ---
Russell Inv Multifactor US Equity M RTDTX -0.88 3.05 6.97 19.27 11.83 ---
Russell Inv Multifactor US Equity Y RTDYX -0.88 3.06 6.91 19.24 11.85 ---
Russell 3000 PR USD RUA -1.60 1.94 5.42 15.60 8.89 12.24
Russell 1000 PR USD RUI -1.58 2.06 5.56 16.05 8.97 12.37
Russell Inv US Strategic Equity M RUSTX -1.76 2.12 5.88 --- --- ---
Redwood AlphaFactor Core Equity I RWAIX -2.01 0.06 4.67 --- --- ---
Redwood AlphaFactor Core Equity N RWANX -2.07 0.00 4.60 --- --- ---
Redwood AlphaFactor Tactical Core I RWTIX -2.19 -0.18 4.45 --- --- ---
Redwood AlphaFactor Tactical Core N RWTNX -2.25 -0.24 4.34 --- --- ---
Rydex S&P 500 A RYSOX -1.56 2.23 5.72 16.78 9.70 12.93
Rydex S&P 500 H RYSPX -1.56 2.23 5.72 16.78 9.69 12.92
Rydex S&P 500 C RYSYX -1.62 2.13 5.53 15.91 8.87 12.09
SA US Core Market Select SAALX -1.03 2.87 7.00 --- --- ---
Spirit of America Large Cap Value C SACVX -2.42 0.83 4.60 15.13 --- ---
SA US Core Market Investor SAMKX -1.03 2.82 6.96 19.58 10.90 14.08
ClearBridge Appreciation C SAPCX -1.82 1.76 5.45 15.94 8.99 11.78
ClearBridge Appreciation I SAPYX -1.77 1.88 5.67 17.06 10.07 12.91
ClearBridge Dividend Strategy C SBPLX -3.10 -0.13 3.73 14.75 8.30 10.84
AmericaFirst Large Cap Shr Buyback A SBQAX -1.73 2.15 5.31 11.89 --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX -1.63 2.32 5.56 12.76 --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX -1.73 2.07 5.15 11.30 --- ---
QS S&P 500 Index D SBSDX -1.44 2.41 6.07 18.31 11.13 14.39
QS S&P 500 Index A SBSPX -1.45 2.38 6.03 18.07 10.91 14.16
Deutsche Core Equity S SCDGX -1.43 2.43 6.18 18.65 11.85 15.23
SEI Large Cap Disciplined Eq A (SIIT) SCPAX -1.72 2.09 5.53 16.88 10.65 14.38
Deutsche S&P 500 Index S SCPIX -1.45 2.42 6.07 18.30 11.15 14.40
Touchstone Large Cap Focused Instl SCRLX -0.89 2.89 7.03 20.44 11.98 ---
Touchstone Large Cap Focused C SCSCX -0.99 2.75 6.71 19.04 10.70 12.76
SEI Dynamic Asset Allocation A (SIIT) SDLAX -2.78 0.76 4.04 15.56 10.62 15.66
Sit Dividend Growth I SDVGX -1.04 2.08 6.24 17.11 10.24 12.87
Sit Dividend Growth S SDVSX -1.04 2.09 6.14 16.82 9.98 12.59
SEI Dynamic Asset Allocation F (SIMT) SDYAX -2.77 0.72 3.94 14.83 --- ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX -2.77 0.80 3.99 15.17 --- ---
Guggenheim StylePlus - Large Core A SECEX -1.61 2.33 6.36 18.42 11.69 14.52
Crossmark Steward Lrg Cap Enh Idx C SEEBX -1.72 2.40 --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx Instl SEECX -1.69 2.38 5.66 18.27 9.84 14.22
Crossmark Steward Lrg Cap Enh Idx K SEEHX -1.72 2.39 --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx A SEEKX -1.72 2.32 5.58 17.89 9.47 13.83
Touchstone Large Cap Focused A SENCX -0.93 2.86 6.92 20.00 11.59 13.65
SEI S&P 500 Index Y (SIMT) SETYX -1.43 2.42 6.10 18.43 --- ---
Guggenheim StylePlus - Large Core C SFECX -1.70 2.18 6.06 17.35 10.68 13.46
Guggenheim StylePlus - Large Core P SFEPX -1.67 2.31 6.32 18.38 --- ---
State Farm S&P 500 Index Instl SFXIX -1.45 2.41 6.07 18.23 11.04 14.27
Summit GI US Low Volatility Equity C SGICX -0.38 2.47 7.04 15.33 --- ---
Columbia Contrarian Core V SGIEX -2.53 1.30 5.70 16.75 10.22 14.07
ClearBridge Appreciation A SHAPX -1.80 1.82 5.62 16.79 9.76 12.58
Stone Harbor 500 Plus Instl SHERX -1.47 2.57 6.31 19.62 --- ---
Touchstone Large Cap Focused Y SICWX -0.89 2.89 7.02 20.31 11.90 13.97
Summit GI US Low Volatility Equity I SILVX -0.31 2.62 7.32 16.39 9.83 12.94
Selected American Shares D SLADX -3.42 1.68 6.69 19.26 12.36 13.79
Selected American Shares S SLASX -3.45 1.63 6.59 18.87 11.99 13.41
SEI Large Cap A (SIIT) SLCAX -1.53 2.23 6.56 17.63 9.57 13.52
Selective Opportunity SLCTX 5.92 9.24 10.88 24.43 --- ---
Saratoga Large Capitalization Value I SLCVX -3.29 -0.71 2.27 4.80 2.67 10.16
State Farm Equity Premier SLEAX -0.68 3.75 7.12 23.16 10.97 14.93
State Farm Equity B Legacy SLEBX -0.77 3.75 7.08 22.94 10.59 14.53
State Farm Equity Instl SLEIX -0.71 3.82 7.10 23.14 11.14 15.16
SEI Large Cap F (SIMT) SLGAX -1.57 2.37 6.80 19.71 9.73 13.24
State Farm S&P 500 Index Premier SLIAX -1.45 2.41 6.08 18.34 10.90 14.08
State Farm S&P 500 Index B Legacy SLIBX -1.43 2.43 6.11 18.18 10.53 13.68
Saratoga Large Capitalization Value C SLVCX -3.42 -0.86 1.98 3.77 1.63 9.08
Saratoga Large Capitalization Value A SLVYX -3.33 -0.74 2.17 4.41 2.28 9.74
SEI Large Cap Y (SIMT) SLYCX -1.57 2.37 6.86 19.91 10.00 ---
Columbia Contrarian Core Inst SMGIX -2.49 1.35 5.81 17.05 10.50 14.39
Smead Value Investor SMVLX -2.13 2.45 10.04 19.94 9.72 14.26
Schroder North American Equity Inv SNAEX -1.37 2.18 6.75 16.99 10.84 13.95
State Farm Equity A SNEAX -0.72 3.75 7.07 23.09 10.93 14.90
State Farm Equity B SNEBX -0.72 3.79 7.18 23.05 10.38 14.28
State Farm S&P 500 Index A SNPAX -1.46 2.43 6.06 18.21 10.85 14.05
State Farm S&P 500 Index B SNPBX -1.45 2.41 6.05 18.11 10.30 13.39
Schwab 1000 Index® SNXFX -1.42 2.32 6.04 18.34 10.99 14.34
Spirit of America Large Cap Value A SOAVX -2.33 0.93 4.84 15.90 7.81 11.47
ClearBridge Dividend Strategy A SOPAX -3.01 -0.04 3.88 15.53 9.05 11.60
ClearBridge Dividend Strategy I SOPYX -2.98 0.00 3.97 15.87 9.36 11.96
Shelton S&P 500 Index Direct SPFIX -1.37 2.51 6.31 18.63 11.32 14.55
Invesco S&P 500 Index A SPIAX -1.43 2.39 6.02 18.06 10.89 14.16
Invesco S&P 500 Index C SPICX -1.52 2.29 5.84 17.22 10.08 13.31
Invesco S&P 500 Index Y SPIDX -1.45 2.40 6.07 18.31 11.16 14.44
SEI S&P 500 Index I (SIMT) SPIIX -1.47 2.36 6.00 17.96 10.84 14.10
SEI S&P 500 Index A (SIIT) SPINX -1.38 2.52 6.21 18.75 11.51 ---
Invesco S&P 500 Index R6 SPISX -1.42 2.43 6.11 --- --- ---
Prudential QMA Defensive Equity R SPMRX -1.83 0.67 4.43 13.92 8.20 10.19
Prudential Jennison Equity Income A SPQAX -1.04 2.59 5.01 14.14 5.16 9.98
Shelton S&P 500 Index K SPXKX -1.40 2.45 6.18 18.05 10.77 13.98
State Farm Equity R3 SREHX -0.71 3.73 7.09 23.01 11.05 15.06
State Farm Equity R1 SREOX -0.72 3.75 7.06 22.97 10.64 14.59
State Farm Equity R2 SRETX -0.72 3.76 7.03 22.97 10.80 14.78
MFS® Equity Opportunities A SRFAX -2.62 0.09 4.17 12.57 9.41 13.28
MFS® Equity Opportunities B SRFBX -2.67 0.00 4.00 11.74 8.59 12.42
MFS® Equity Opportunities C SRFCX -2.69 0.00 3.97 11.73 8.59 12.41
MFS® Equity Opportunities R1 SRFDX -2.70 0.00 3.98 11.70 8.58 12.42
MFS® Equity Opportunities R2 SRFEX -2.66 0.03 4.09 12.26 9.12 12.98
MFS® Equity Opportunities R3 SRFFX -2.62 0.09 4.19 12.59 9.41 13.28
MFS® Equity Opportunities R4 SRFGX -2.61 0.12 4.23 12.83 9.67 13.55
MFS® Equity Opportunities R6 SRFHX -2.59 0.14 4.28 12.99 9.80 13.65
MFS® Equity Opportunities I SRFIX -2.58 0.15 4.26 12.87 9.69 13.55
Sarofim Equity SRFMX -1.79 1.51 5.23 21.29 9.27 ---
Gabelli ESG A SRIAX -2.32 0.63 4.49 10.22 6.56 8.52
Gabelli ESG C SRICX -2.30 0.54 4.32 9.49 5.78 7.72
Gabelli ESG I SRIDX -2.21 0.68 4.60 10.56 6.84 8.80
Gabelli ESG AAA SRIGX -2.25 0.63 4.56 10.29 6.58 8.53
Victory Diversified Stock A SRVEX -2.63 0.95 5.96 22.35 8.50 12.16
State Street Equity 500 Index II SSEYX -1.40 2.52 6.24 18.75 11.54 ---
State Street Equity 500 Index R SSFRX -1.47 2.41 6.05 17.97 10.76 14.02
SEI S&P 500 Index F (SIMT) SSPIX -1.43 2.41 6.06 18.24 11.08 14.35
State Street Equity 500 Index A SSSVX -1.42 2.45 6.11 18.19 10.94 ---
State Street Equity 500 Index I SSSWX -1.42 2.50 6.18 18.47 11.22 ---
State Street Equity 500 Index K SSSYX -1.38 2.54 6.25 18.71 11.44 ---
Victory Special Value A SSVSX -2.61 0.97 5.83 21.33 8.07 10.43
State Street Equity 500 Index Svc STBIX -1.42 2.50 6.19 18.45 11.17 14.41
Stralem Equity STEFX -1.82 1.79 3.66 13.46 8.65 10.83
State Street Equity 500 Index Adm STFAX -1.42 2.50 6.19 18.54 11.27 14.53
State Farm Growth STFGX -3.49 -0.31 3.96 13.01 8.33 11.43
SEI Tax-Managed Large Cap Y (SIMT) STLYX -0.98 2.91 7.09 19.16 9.49 ---
BlackRock Exchange BlackRock STSEX -1.65 1.98 6.17 13.52 9.41 11.53
State Street Instl US Equity Inv SUSIX -1.17 2.76 5.41 16.42 9.52 13.51
State Street Instl US Equity Svc SUSSX -1.24 2.73 5.32 16.17 9.23 13.37
Deutsche Core Equity A SUWAX -1.48 2.38 6.09 18.32 11.52 14.89
Deutsche Core Equity C SUWCX -1.55 2.26 5.88 17.39 10.67 14.00
Deutsche Core Equity Institutional SUWIX -1.46 2.42 6.17 18.64 11.87 15.28
Deutsche Core Equity R SUWTX -1.50 2.36 6.01 17.88 11.14 14.37
Deutsche Core Equity T SUWUX -1.45 2.42 6.10 --- --- ---
Deutsche Core Equity R6 SUWZX -1.43 2.43 6.19 18.72 11.88 ---
Smead Value A SVFAX -2.15 2.44 10.06 20.03 9.76 ---
Smead Value R1 SVFDX -2.18 2.39 9.99 19.65 9.43 ---
Smead Value I1 SVFFX -2.10 2.50 10.11 20.27 10.02 14.56
Smead Value R2 SVFKX -2.22 2.37 9.90 19.64 9.51 ---
Smead Value Y SVFYX -2.12 2.49 10.18 20.42 10.19 ---
SSgA S&P 500 Index N SVSPX -1.45 2.38 6.11 18.51 11.37 14.64
Schwab Core Equity SWANX -1.75 1.45 5.13 18.98 9.71 13.80
Schwab® S&P 500 Index SWPPX -1.40 2.45 6.15 18.68 11.45 14.72
Schwab Total Stock Market Index SWTSX -1.41 2.22 5.92 17.71 11.00 14.35
Deutsche S&P 500 Index A SXPAX -1.45 2.39 6.05 18.02 10.86 14.08
Deutsche S&P 500 Index C SXPCX -1.52 2.30 5.84 17.16 10.07 13.29
Deutsche S&P 500 Index R6 SXPRX -1.42 2.45 6.10 --- --- ---
Touchstone Large Cap A TACLX -1.43 2.46 9.01 17.56 8.26 ---
T. Rowe Price Dividend Growth Advisor TADGX -1.12 1.62 4.33 16.16 10.35 13.42
JHancock Fundamental Large Cap Core A TAGRX -2.52 2.19 5.86 16.20 11.95 13.82
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX -1.90 2.13 5.76 17.62 --- ---
TIAA-CREF Equity Index Premier TCEPX -1.48 2.14 5.81 17.62 10.89 14.26
TIAA-CREF Equity Index Advisor TEIHX -1.47 2.14 5.79 17.62 --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX -1.90 2.14 5.74 17.42 --- ---
Touchstone Large Cap C TFCCX -1.53 2.34 8.84 16.62 7.46 ---
Touchstone Focused C TFFCX -1.19 3.33 6.64 13.17 8.75 12.40
Touchstone Focused Instl TFFIX -1.07 3.51 6.96 14.46 9.98 13.67
Touchstone Focused Y TFFYX -1.08 3.50 6.94 14.39 9.88 13.54
Touchstone Focused A TFOAX -1.12 3.43 6.84 14.05 9.57 13.24
TCW Focused Equities I TGFFX -3.30 1.12 5.41 10.99 4.32 11.26
TCW Focused Equities N TGFVX -3.30 1.13 5.42 10.96 4.32 11.25
T. Rowe Price Growth & Income I TGTIX -1.02 2.39 4.72 17.22 --- ---
Thompson LargeCap THPGX -2.96 1.45 8.41 14.26 8.83 13.08
TIAA-CREF Social Choice Eq Advisor TICHX -1.65 2.29 6.28 18.30 --- ---
TIAA-CREF Social Choice Eq Retail TICRX -1.62 2.32 6.26 18.06 10.30 13.28
TIAA-CREF Equity Index Instl TIEIX -1.42 2.19 5.87 17.78 11.06 14.43
TIAA-CREF Equity Index Retail TINRX -1.45 2.15 5.81 17.44 10.73 14.11
TIAA-CREF Equity Index R TIQRX -1.50 2.10 5.81 17.47 10.78 14.15
TIAA-CREF S&P 500 Index Advisor TISAX -1.43 2.43 6.11 18.50 --- ---
TIAA-CREF Social Choice Eq Instl TISCX -1.60 2.35 6.31 18.38 10.59 13.58
TIAA-CREF S&P 500 Index Instl TISPX -1.40 2.43 6.15 18.62 11.48 14.74
Touchstone Large Cap Institutional TLCIX -1.36 2.53 9.11 18.01 8.66 ---
Touchstone Large Cap Y TLCYX -1.43 2.46 9.11 17.83 8.53 ---
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX -1.90 2.14 5.70 17.37 --- ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX -0.98 2.87 7.03 18.87 9.20 13.10
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX -1.90 2.21 5.76 17.82 --- ---
Tocqueville TOCQX -3.64 -0.25 3.57 14.96 7.77 12.39
Toreador Core Investor TORLX -1.96 1.41 3.70 21.35 10.95 14.94
Toreador Core Institutional TORZX -1.96 1.41 3.75 21.68 11.22 15.22
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX -1.89 2.21 5.77 17.60 --- ---
Patriot A TRFAX -1.14 2.36 5.85 16.27 10.48 13.34
Patriot C TRFCX -1.19 2.30 5.68 15.46 9.67 12.51
Patriot I TRFTX -1.12 2.38 5.86 16.61 10.76 13.63
T. Rowe Price Instl US Structured Rsrch TRISX -1.12 2.86 5.86 20.62 12.25 15.08
TIAA-CREF Social Choice Eq Premier TRPSX -1.66 2.30 6.21 18.19 10.42 13.41
SEI S&P 500 Index E (SIMT) TRQIX -1.42 2.42 6.11 18.45 11.29 14.56
TIAA-CREF Social Choice Eq Retire TRSCX -1.63 2.31 6.23 18.07 10.32 13.32
TIAA-CREF S&P 500 Index Retire TRSPX -1.44 2.41 6.07 18.35 11.19 14.45
T. Rowe Price US Large-Cap Core TRULX -1.06 2.31 4.63 16.97 11.71 14.83
JHancock Fundamental Large Cap Core B TSGWX -2.56 2.11 5.67 15.33 11.11 12.97
Transamerica Stock Index R4 TSTFX -1.45 2.40 6.09 18.38 11.20 14.49
Transamerica Stock Index R TSTRX -1.45 2.40 6.03 --- --- ---
Thornburg Value A TVAFX -0.60 3.32 6.48 20.19 11.11 15.51
Thornburg Value C TVCFX -0.67 3.20 6.26 19.28 10.28 14.64
Thornburg Value I TVIFX -0.57 3.35 6.59 20.63 11.55 15.96
Thornburg Value R4 TVIRX -0.58 3.33 6.52 20.33 11.26 15.67
Thornburg Value R3 TVRFX -0.59 3.32 6.49 20.22 11.15 15.55
Thornburg Value R5 TVRRX -0.57 3.36 6.58 20.64 11.55 15.96
USAA Growth & Income Institutional UIGIX -2.47 2.15 6.67 17.28 --- ---
Pear Tree Quality Ordinary USBOX -1.51 1.87 4.10 23.46 12.48 13.63
USAA Growth & Income Adviser USGIX -2.47 2.15 6.64 16.87 10.12 13.81
USAA Growth & Income USGRX -2.50 2.15 6.65 17.20 10.42 14.12
USAA S&P 500 Index Reward USPRX -1.42 2.45 6.13 18.54 11.38 14.65
USAA S&P 500 Index Member USSPX -1.42 2.42 6.11 18.44 11.27 14.52
Invesco Equally-Wtd S&P 500 A VADAX -1.96 1.15 5.41 14.15 9.05 13.51
Invesco Equally-Wtd S&P 500 C VADCX -2.00 1.09 5.26 13.38 8.28 12.69
Invesco Equally-Wtd S&P 500 Y VADDX -1.94 1.19 5.48 14.46 9.33 13.79
Invesco Equally-Wtd S&P 500 R6 VADFX -1.92 1.21 5.52 14.58 9.46 13.91
Invesco Equally-Wtd S&P 500 R VADRX -1.98 1.12 5.33 13.87 8.78 13.22
Virtus Rampart Equity Trend A VAPAX -1.50 2.52 6.50 18.10 4.70 6.58
Virtus Rampart Equity Trend C VAPCX -1.49 2.47 6.38 17.22 4.00 5.82
Virtus Rampart Equity Trend I VAPIX -1.42 2.63 6.66 18.44 4.97 6.83
Virtus Rampart Sector Trend I VARIX -1.28 2.75 6.10 16.35 5.77 8.89
VALIC Company I Core Equity VCCEX -2.26 2.04 6.50 17.25 10.38 13.88
VALIC Company I Growth & Income VCGAX -1.80 1.95 5.66 16.79 10.34 14.25
Voya Corporate Leaders 100 R6 VCLRX -2.41 1.55 5.99 15.83 9.69 ---
VALIC Company II Socially Responsible VCSRX -1.62 2.23 5.84 17.30 10.82 15.04
Vanguard Dividend Appreciation Index Adm VDADX -1.09 1.99 7.11 18.59 10.43 ---
Vanguard Dividend Appreciation Index Inv VDAIX -1.09 1.99 7.12 18.55 10.33 12.47
Vanguard Dividend Growth Inv VDIGX -2.22 1.09 5.49 15.23 9.43 12.91
Victory Diversified Stock C VDSCX -2.72 0.83 5.75 21.35 7.60 11.24
Victory Diversified Stock I VDSIX -2.64 1.00 6.04 22.68 8.80 12.47
Victory Diversified Stock R6 VDSRX -2.64 1.00 6.03 22.63 8.83 ---
Victory Diversified Stock Y VDSYX -2.63 1.00 6.05 22.57 8.73 12.41
Virtus Rampart Enhanced Core Equity R6 VECRX --- --- --- --- --- ---
Vanguard 500 Index Institutional Select VFFSX -1.41 2.45 6.17 18.73 --- ---
Vanguard 500 Index Admiral VFIAX -1.41 2.45 6.16 18.68 11.50 14.78
Vanguard 500 Index Investor VFINX -1.42 2.44 6.14 18.56 11.39 14.66
Vanguard FTSE Social Index I VFTNX -1.43 2.40 5.74 19.88 11.64 15.77
Vanguard FTSE Social Index Inv VFTSX -1.43 2.40 5.79 19.80 11.55 15.66
Vanguard Growth & Income Adm VGIAX -1.50 2.35 5.85 18.10 11.34 14.95
USA Mutuals Vice A VICAX 0.34 2.08 8.39 22.71 11.28 12.60
USA Mutuals Vice C VICCX 0.25 1.96 8.16 21.78 10.43 11.75
USA Mutuals Vice Investor VICEX 0.33 2.07 8.39 22.68 11.27 12.60
USA Mutuals Vice Institutional VICVX 0.36 2.11 8.46 23.05 11.55 ---
Victory Institutional Diversified Stock VIDSX -2.55 1.04 6.13 22.91 8.80 12.49
Vanguard Institutional Index Instl Pl VIIIX -1.41 2.45 6.16 18.71 11.53 14.81
Vanguard Institutional Index I VINIX -1.41 2.45 6.16 18.69 11.51 14.79
Vanguard Instl Ttl Stk Mkt Idx I VITNX -1.38 2.24 5.99 17.85 11.07 14.49
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX -1.39 2.24 5.98 17.87 11.09 14.51
Vanguard Total Stock Market Idx I VITSX -1.39 2.23 5.97 17.87 11.05 14.45
Vanguard Large Cap Index Investor VLACX -1.34 2.51 6.23 18.71 11.20 14.55
Vanguard Large Cap Index Admiral VLCAX -1.32 2.52 6.24 18.85 11.33 14.69
VALIC Company I Large Cap Core VLCCX -2.44 1.43 5.89 16.94 10.43 14.46
Vanguard Large Cap Index Institutional VLISX -1.32 2.53 6.26 18.85 11.34 14.70
Vanguard Mega Cap Index Institutional VMCTX -1.30 2.73 6.46 19.73 11.87 14.95
Voya Multi-Manager Large Cp Core Port R6 VPMMX -1.94 2.02 7.56 17.56 --- ---
Voya US Stock Index P2 VPSPX -1.41 2.42 6.12 --- --- ---
Vanguard Growth & Income Inv VQNPX -1.51 2.35 5.83 17.99 11.22 14.83
Vanguard Russell 1000 Index I VRNIX -1.41 2.30 6.02 18.21 11.06 14.52
Virtus Rampart Equity Trend R6 VRPAX -1.42 2.62 6.70 18.53 5.10 ---
Vanguard Russell 3000 Index I VRTTX -1.44 2.17 5.87 17.70 10.96 14.36
Vanguard Total Stock Mkt Idx Instl Pls VSMPX -1.39 2.24 5.98 17.89 --- ---
Victory Special Value I VSPIX -2.62 1.00 5.87 21.37 8.22 10.63
VALIC Company I Stock Index VSTIX -1.44 2.40 6.09 18.28 11.17 14.43
Vanguard Total Stock Mkt Idx Instl Sel VSTSX -1.39 2.24 5.98 17.90 --- ---
Victory Special Value C VSVCX -2.70 0.84 5.57 20.18 7.10 9.43
Victory Special Value R VSVGX -2.64 0.94 5.75 20.95 7.76 10.11
Victory Special Value Y VSVYX -2.63 0.97 5.86 21.57 8.35 10.71
Vanguard Tax-Managed Capital App I VTCIX -1.38 2.32 6.01 18.91 11.68 14.95
Vanguard Tax-Managed Capital App Adm VTCLX -1.40 2.31 6.00 18.88 11.64 14.90
Vanguard Total Stock Mkt Idx Adm VTSAX -1.39 2.23 5.97 17.86 11.04 14.44
Vanguard Total Stock Mkt Idx Inv VTSMX -1.40 2.22 5.95 17.75 10.92 14.31
Vulcan Value Partners VVPLX -0.41 7.08 10.74 17.14 7.55 12.56
Westfield Capital Dividend Growth Inv WCDGX -0.69 2.03 5.31 19.24 8.52 ---
Westfield Capital Dividend Growth Instl WDIVX -0.69 2.12 5.45 19.55 8.79 ---
TETON Westwood Equity A WEECX -1.48 1.37 6.40 17.21 9.43 12.39
TETON Westwood Equity I WEEIX -1.41 1.45 6.48 17.82 10.00 12.90
TETON Westwood Equity C WEQCX -1.49 1.29 6.20 16.64 8.89 11.82
TETON Westwood Equity AAA WESWX -1.41 1.37 6.42 17.56 9.72 12.65
Wells Fargo Index A WFILX -1.45 2.40 6.05 18.20 11.02 14.25
Wells Fargo Index C WFINX -1.52 2.30 5.85 17.30 10.19 13.40
Wells Fargo Index Admin WFIOX -1.42 2.43 6.11 18.45 11.28 14.55
Wilshire 5000 Index Invmt WFIVX -1.48 2.06 5.85 16.98 10.64 13.88
Wells Fargo Large Cap Core Admin WFLLX -2.35 2.26 5.70 19.79 10.27 15.07
iShares S&P 500 Index K WFSPX -1.41 2.45 6.16 18.67 11.49 14.75
Westwood LargeCap Value Institutional WHGLX -1.34 1.54 6.70 18.27 10.29 13.19
Wilshire 5000 Index Instl WINDX -1.44 2.11 5.92 17.33 10.95 14.18
Wells Fargo Factor Enhanced Large Cap WLECX -1.62 1.30 4.93 --- --- ---
Wells Fargo Low Volatility US Eq Adm WLVDX -2.08 -0.88 2.06 7.62 --- ---
Westwood Low Volatility Equity Inst WLVIX -1.86 0.00 2.96 7.54 5.26 10.51
Wells Fargo Low Volatility US Eq R6 WLVJX -1.99 -0.79 2.12 7.97 --- ---
Wells Fargo Low Volatility US Eq C WLVKX -2.17 -1.05 1.78 6.68 --- ---
Wells Fargo Low Volatility US Eq A WLVLX -2.08 -0.88 2.02 7.48 --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX -2.08 -0.88 2.06 7.81 --- ---
Wilmington Large-Cap Strategy Instl WMLIX -1.39 2.54 6.31 18.75 11.14 14.72
Weitz Partners Value Institutional WPVIX -0.97 3.47 6.75 8.94 2.90 ---
Weitz Partners Value Investor WPVLX -1.00 3.43 6.71 8.70 2.68 8.07
Wright Major Blue Chip Equities WQCEX 0.57 4.61 8.90 26.15 12.47 15.33
Walden Equity WSEFX -1.07 2.87 7.74 18.62 11.24 12.98
Westwood LargeCap Value A WWLAX -1.34 1.53 6.66 17.99 10.01 12.93
Russell Top 200 TR USD XIUSA000KU -1.25 2.88 6.59 20.12 12.22 15.24
Russell 1000 TR USD XIUSA000O4 -1.41 2.31 6.04 18.30 11.20 14.64
Russell 3000 TR USD XIUSA000O6 -1.43 2.18 5.90 17.79 11.07 14.46
Russell Top 200 PR USD XIUSA04FN4 -1.45 2.59 6.08 17.73 9.83 12.78
AMG Yacktman I YACKX -0.99 1.18 4.96 14.18 8.12 10.58
AMG Yacktman Focused N YAFFX -0.74 0.95 4.96 14.76 8.80 10.73
AMG Yacktman Focused I YAFIX -0.75 0.95 4.99 14.95 8.98 10.92
YCG Enhanced YCGEX 0.00 2.70 6.38 19.51 10.41 12.88
AMG Yacktman Focused Sec Selectn Only I YFSIX -1.33 1.10 5.57 21.18 --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX -1.33 1.10 5.57 21.18 --- ---
Content Partners