Large Blend: Total Returns

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Data through 1/16/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Large Blend 0.91 4.44 -6.31 -5.67 12.39 7.62
Aberdeen Income Builder A AAADX 0.49 3.31 -4.23 -5.41 11.49 6.29
AllianzGI Best Styles US Equity A AABUX 1.02 4.48 -6.90 -5.27 --- ---
Aberdeen Income Builder Instl AADDX 0.56 3.31 -4.17 -5.21 11.77 6.54
AllianzGI Best Styles US Equity Instl ABTLX 1.06 4.51 -6.82 -5.08 13.49 ---
AllianzGI Best Styles US Equity C ACBUX 0.97 4.46 -7.05 -5.93 --- ---
American Century NT Equity Growth G ACLEX 2.04 4.94 -6.98 -5.08 13.12 7.71
American Century NT Core Equity Plus G ACNKX 2.02 4.44 -5.83 -6.25 11.94 7.23
American Century Core Equity Plus C ACPHX 1.67 4.23 -6.67 -8.70 9.92 5.60
American Century Core Equity Plus I ACPKX 1.71 4.22 -6.47 -7.63 11.24 6.88
American Century Core Equity Plus A ACPQX 1.68 4.15 -6.52 -8.05 10.75 6.39
American Century Core Equity Plus Inv ACPVX 1.76 4.22 -6.49 -7.79 11.05 6.66
American Century Core Equity Plus R ACPWX 1.69 4.18 -6.56 -8.20 10.47 6.12
Advisory Research All Cap Value ADVGX 1.05 4.02 -4.31 -2.17 14.65 7.52
American Century Equity Growth C AEYCX 1.76 4.76 -7.63 -6.83 11.56 6.33
American Century Equity Growth R5 AEYGX 1.83 4.77 -7.39 -5.73 --- ---
American Century Equity Growth R AEYRX 1.81 4.78 -7.52 -6.35 12.11 6.87
American Century Sustainable Equity A AFDAX 1.08 4.65 -6.27 -5.40 13.68 8.48
American Century Sustainable Equity C AFDCX 1.02 4.61 -6.45 -6.09 12.83 7.66
American Century Sustainable Equity R5 AFDGX 1.12 4.67 -6.15 -4.95 --- ---
American Century Sustainable Equity Inv AFDIX 1.11 4.64 -6.22 -5.18 13.94 8.74
American Century Sustainable Equity R AFDRX 1.05 4.62 -6.34 -5.62 13.38 8.21
American Century Sustainable Equity I AFEIX 1.12 4.63 -6.15 -4.99 14.18 8.96
American Funds Fundamental Invs C AFICX 1.31 4.31 -5.50 -7.22 13.03 7.98
American Funds Fundamental Invs F1 AFIFX 1.37 4.32 -5.34 -6.56 13.84 8.77
AAM/Bahl & Gaynor Income Growth A AFNAX -0.90 1.80 -3.48 -2.73 12.20 8.02
AAM/Bahl & Gaynor Income Growth I AFNIX -0.87 1.79 -3.47 -2.54 12.46 8.31
AAM/Bahl & Gaynor Income Growth C AFYCX -0.96 1.75 -3.69 -3.47 11.35 7.20
American Century Sustainable Equity Y AFYDX 1.13 4.67 -6.10 -4.84 --- ---
Alger Growth & Income Z AGIZX 0.11 2.89 -6.02 -4.81 12.81 8.48
PGIM Jennison Equity Income C AGOCX 0.30 3.07 -6.66 -7.65 8.03 3.41
American Funds Invmt Co of Amer C AICCX 0.19 3.49 -6.78 -7.27 12.00 7.16
American Funds Invmt Co of Amer F1 AICFX 0.27 3.55 -6.62 -6.59 12.78 7.93
Alger Growth & Income I-2 AIGOX 0.09 2.86 -6.05 -5.13 12.69 8.33
American Funds Invmt Co of Amer A AIVSX 0.27 3.57 -6.60 -6.51 12.90 8.03
Alger Growth & Income A ALBAX 0.06 2.87 -6.12 -5.17 12.46 8.17
Alger Growth & Income C ALBCX 0.01 2.85 -6.30 -5.88 11.61 7.36
AllianzGI Best Styles US Equity P ALBPX 1.03 4.52 -6.81 -5.06 13.45 ---
AllianzGI Best Styles US Equity R6 ALSEX 1.09 4.55 -6.79 -4.96 13.58 ---
Amana Income Investor AMANX -0.01 1.56 -3.50 -5.73 11.53 6.33
American Century Equity Growth I AMEIX 1.87 4.77 -7.36 -5.73 12.90 7.61
AAMA Equity AMFEX 1.58 4.62 -5.18 -3.85 --- ---
Amana Income Institutional AMINX 0.02 1.57 -3.44 -5.51 11.80 6.59
AlphaMark Large Cap Growth AMLCX 3.73 5.89 -8.17 -13.66 13.44 7.30
American Century Adaptive Equity Inv AMVIX 0.57 4.64 -6.93 -3.41 14.28 8.51
ALPS/WMC Research Value A AMWAX 1.33 4.81 -6.51 --- --- ---
ALPS/WMC Research Value C AMWCX 1.27 4.82 -6.66 -9.52 8.32 4.39
ALPS/WMC Research Value I AMWIX 1.41 4.78 -6.39 -8.65 9.41 5.42
ALPS/WMC Research Value Inv AMWYX 1.33 4.81 -6.51 -8.93 9.10 5.15
American Funds Fundamental Invs A ANCFX 1.38 4.34 -5.32 -6.47 13.93 8.85
AllianzGI PerformanceFee Struct US Eq I APBIX 0.70 5.09 -6.80 -4.09 --- ---
AllianzGI PerformanceFee Struct US Eq P APBPX 0.75 5.21 -6.75 -4.13 --- ---
AllianzGI PerformanceFee Struct US Eq R6 APBRX 0.82 5.19 -6.77 -4.06 --- ---
American Beacon Alpha Quant Core Instl AQCIX 0.01 3.41 -9.17 -7.27 --- ---
American Beacon Alpha Quant Core Inv AQCPX 0.02 3.54 -9.22 -7.62 --- ---
American Beacon Alpha Quant Core Y AQCYX -0.08 3.42 -9.18 -7.36 --- ---
Columbia Disciplined Core A AQEAX 1.65 4.44 -6.39 -3.06 13.78 9.34
Aristotle Value Equity I ARSQX 2.14 5.76 -3.64 -8.18 --- ---
AQR Large Cap Defensive Style I AUEIX -0.56 2.83 -4.30 0.16 14.36 11.65
AQR Large Cap Defensive Style N AUENX -0.59 2.84 -4.39 -0.08 14.08 11.37
AB Select US Equity A AUUAX -0.07 3.21 -8.05 -5.19 12.14 8.38
AB Select US Equity C AUUCX -0.21 3.11 -8.21 -5.93 11.30 7.57
AB Select US Equity I AUUIX -0.07 3.18 -7.98 -4.93 12.43 8.66
AB Select US Equity K AUUKX -0.07 3.25 -7.98 -5.25 12.05 8.29
AB Select US Equity R AUURX -0.07 3.22 -8.07 -5.42 11.82 8.09
AB Select US Equity Advisor AUUYX -0.07 3.22 -7.97 -4.94 12.41 8.66
American Century Adaptive Equity A AVDAX 0.56 4.70 -6.97 -3.62 --- ---
American Century Adaptive Equity I AVDIX 0.67 4.73 -6.82 -3.14 14.50 8.74
American Century Adaptive Equity R6 AVDMX 0.55 4.66 -6.83 -3.05 --- ---
American Century Adaptive Equity R AVDRX 0.46 4.60 -7.09 -3.97 --- ---
Ave Maria Rising Dividend AVEDX -0.07 2.72 -5.81 -5.94 12.72 6.28
CIBC Atlas Disciplined Equity Instl AWEIX 0.60 4.06 -5.93 -0.05 14.90 10.18
American Funds Washington Mutual A AWSHX 0.36 3.21 -4.07 -3.29 14.00 8.77
Brown Advisory Equity Income Adv BADAX -0.72 3.09 -5.80 -5.56 10.64 5.96
Brown Advisory Equity Income Inst BAFDX -0.68 3.09 -5.70 -5.18 11.08 6.39
iShares Total US Stock Market Idx Inv A BASMX 1.14 4.91 -6.57 -4.43 13.73 ---
BBH Core Select N BBTEX 0.15 3.19 -4.64 -8.07 9.56 5.65
BBH Core Select Retail BBTRX 0.27 3.39 -4.61 -8.20 9.32 5.41
The BeeHive BEEHX 3.82 7.10 -4.29 -9.08 7.40 3.82
American Century Equity Growth A BEQAX 1.81 4.78 -7.46 -6.13 12.39 7.13
American Century Equity Growth Inv BEQGX 1.85 4.78 -7.41 -5.92 12.67 7.40
Brown Advisory Equity Income Inv BIADX -0.72 3.09 -5.73 -5.32 10.91 6.23
iShares Edge MSCI Min Vol USA Idx Instl BIMVX -1.67 2.10 -3.21 2.01 --- ---
BlackRock Impact US Equity Investor A BIRAX 1.80 5.23 -6.67 -4.22 14.52 ---
BlackRock Impact US Equity Investor C BIRCX 1.73 5.18 -6.88 -4.95 13.67 ---
BlackRock Impact US Equity Institutional BIRIX 1.79 5.31 -6.60 -3.99 14.84 ---
BlackRock Impact US Equity K BIRKX 1.79 5.31 -6.64 -3.94 --- ---
iShares Edge MSCI USA Size Fact Idx Ins BISFX 0.46 4.44 -4.08 -3.31 --- ---
iShares Total US Stock Market Idx Instl BITSX 1.14 4.90 -6.58 -4.27 14.00 ---
iShares Edge MSCI Min Vol USA Idx K BKMVX -1.67 2.10 -3.20 2.14 --- ---
iShares Edge MSCI USA Size Fact Idx K BKSFX 0.46 4.44 -4.07 -3.27 --- ---
iShares Total US Stock Market Idx K BKTSX 1.14 4.90 -6.50 -4.22 14.04 ---
Beck, Mack & Oliver Partners BMPEX 2.31 7.27 -14.14 -14.21 9.81 -0.35
UBS US Sustainable Equity A BNEQX 1.50 6.45 -6.90 -7.19 12.54 7.42
Boyar Value BOYAX 0.54 3.62 -5.64 -6.40 8.28 6.17
UBS US Sustainable Equity P BPEQX 1.54 6.43 -6.87 -6.95 12.79 7.68
Bright Rock Quality Large Cap Instl BQLCX -0.58 3.07 -4.53 -5.52 9.58 6.55
Bright Rock Quality Large Cap Investor BQLIX -0.63 3.06 -4.62 -5.75 9.26 6.28
iShares Russell 1000 Large-Cap Idx Inv A BRGAX 0.94 4.67 -6.45 -4.29 13.51 8.76
iShares Russell 1000 Large-Cap Idx K BRGKX 0.99 4.66 -6.31 -3.98 13.89 9.10
iShares Russell 1000 Large-Cap Idx Instl BRGNX 0.93 4.64 -6.35 -4.07 13.82 9.04
Bridgeway Blue Chip 35 Index BRLIX 0.54 3.87 -4.48 -2.35 14.01 9.40
Bretton Fund BRTNX 2.76 4.97 -6.02 -0.49 13.33 6.77
Smith Group Large Cap Core Growth Instl BSLGX 1.45 4.79 -8.39 -7.20 13.53 8.31
Smith Group Large Cap Core Growth Inv BSLNX 1.44 4.79 -8.51 -7.41 13.28 ---
iShares S&P 500 Index Investor A BSPAX 0.73 4.40 -6.46 -4.23 13.54 9.06
iShares S&P 500 Index Institutional BSPIX 0.76 4.41 -6.40 -3.99 13.82 9.34
iShares S&P 500 Index Investor P BSPPX 0.73 4.40 -6.46 --- --- ---
iShares S&P 500 Index Service BSPSX 0.74 4.40 -6.43 -4.10 13.69 9.21
iShares S&P 500 Index Investor C1 BSPZX 0.67 4.37 -6.66 -4.94 12.71 8.27
Boston Trust Equity BTEFX -0.21 3.05 -4.93 -3.15 13.39 7.98
DWS Equity 500 Index S BTIEX -0.78 4.43 -6.10 -3.80 13.73 9.20
DWS Equity 500 Index Inst BTIIX -0.77 4.44 -6.09 -3.75 13.79 9.25
DWS Equity 500 Index R6 BTIRX -0.77 4.44 -6.09 -3.74 --- ---
Buffalo Dividend Focus BUFDX 0.12 3.98 -6.75 -4.76 12.07 9.61
Calamos Dividend Growth A CADVX 1.07 4.35 -5.88 -4.61 12.47 5.58
Castle Focus C CASTX 0.22 2.15 -3.68 -6.12 7.32 3.82
SEI Catholic Values Equity F (SCVT) CAVAX 1.97 5.88 -6.17 -8.43 12.70 ---
SEI Catholic Values Equity Y (SCVT) CAVYX 2.04 5.90 -6.18 -8.37 12.80 ---
Columbia Contrarian Core R CCCRX 0.31 4.68 -7.87 -8.77 10.47 7.48
Calamos Dividend Growth C CCDVX 0.89 4.25 -6.12 -5.36 11.63 4.78
Columbia Large Cap Enhanced Core R CCERX 1.24 4.61 -6.79 -4.20 13.69 8.92
Columbia Disciplined Core Inst3 CCQYX 1.74 4.51 -6.25 -2.71 14.19 ---
Columbia Disciplined Core Inst CCRZX 1.74 4.51 -6.34 -2.79 14.10 9.63
Copeland Risk Managed Dividend Gr C CDCRX -3.99 -0.16 -9.52 -3.72 7.89 3.94
Crawford Dividend Growth C CDGCX -0.42 2.87 -3.96 -6.03 11.05 4.64
Crawford Dividend Growth I CDGIX -0.42 2.95 -3.84 -5.15 12.14 5.68
Copeland Risk Managed Dividend Gr A CDGRX -3.95 -0.16 -9.38 -2.99 8.70 4.71
Copeland Risk Managed Dividend Gr I CDIVX -3.92 -0.16 -9.44 -2.95 8.81 4.88
Columbia Large Cap Enhanced Core Adv CECFX 1.26 4.62 -6.68 -3.75 14.24 ---
Columbia Large Cap Enhanced Core Inst3 CECYX 1.29 4.62 -6.64 -3.60 14.40 9.63
Second Nature Thematic Growth A CEGSX 0.24 2.88 -5.14 --- --- ---
Second Nature Thematic Growth I CEGYX 0.24 2.87 -5.13 --- --- ---
Pioneer Core Equity R CERPX 0.84 4.91 -7.08 --- --- ---
Clipper CFIMX 3.12 6.77 -7.93 -11.59 12.19 8.24
American Funds Fundamental Invs 529A CFNAX 1.37 4.33 -5.33 -6.55 13.84 8.75
American Funds Fundamental Invs 529C CFNCX 1.31 4.31 -5.51 -7.26 12.97 7.92
American Funds Fundamental Invs 529E CFNEX 1.36 4.33 -5.38 -6.76 13.58 8.50
American Funds Fundamental Invs 529F1 CFNFX 1.39 4.35 -5.28 -6.35 14.10 8.99
Catalyst/Groesbeck Growth of Income A CGGAX 1.90 4.59 -4.01 -8.52 11.42 5.21
Catalyst/Groesbeck Growth of Income C CGGCX 1.84 4.49 -4.22 -9.28 10.60 4.43
Catalyst/Groesbeck Growth of Income I CGGIX 2.11 4.79 -3.71 -8.13 11.87 5.57
CGM Focus CGMFX 3.63 7.90 -12.17 -22.95 9.29 1.91
CGM Realty CGMRX 2.28 7.66 -2.68 -15.74 9.80 6.74
Invesco Charter R6 CHFTX 1.13 5.34 -5.36 -7.64 9.01 4.14
Invesco Charter R CHRRX 1.06 5.22 -5.58 -8.23 8.32 3.44
Invesco Charter S CHRSX 1.11 5.32 -5.42 -7.90 8.69 3.82
Invesco Charter C CHTCX 0.98 5.20 -5.67 -8.73 7.75 2.93
Invesco Charter A CHTRX 1.11 5.25 -5.48 -8.01 8.57 3.70
Invesco Charter R5 CHTVX 1.12 5.27 -5.43 -7.71 8.95 4.05
Invesco Charter Y CHTYX 1.11 5.31 -5.40 -7.77 8.85 3.97
American Funds Invmt Co of Amer 529A CICAX 0.27 3.55 -6.62 -6.61 12.79 7.92
American Funds Invmt Co of Amer 529C CICCX 0.22 3.53 -6.78 -7.28 11.95 7.11
American Funds Invmt Co of Amer 529E CICEX 0.24 3.53 -6.68 -6.81 12.53 7.67
American Funds Invmt Co of Amer 529F CICFX 0.29 3.55 -6.56 -6.36 13.05 8.17
Calamos Dividend Growth I CIDVX 1.06 4.26 -5.82 -4.38 12.75 5.84
Calvert US Large Cap Core Rspnb Idx I CISIX 1.62 4.86 -5.51 -3.15 13.90 9.22
Columbia Disciplined Core Adv CLCQX 1.73 4.49 -6.31 -2.78 14.11 9.63
Columbia Select Large Cap Equity Inst2 CLCRX 0.83 4.62 -6.57 -4.46 13.98 9.59
Columbia Select Large Cap Equity Inst3 CLEYX 0.79 4.59 -6.54 -4.46 --- ---
Columbia Large Cap Enhanced Core Inst2 CLNCX 1.30 4.64 -6.63 -3.63 14.36 ---
Columbia Large Cap Index Inst3 CLPYX 0.74 4.43 -6.48 -4.11 --- ---
Columbia Disciplined Core R CLQRX 1.65 4.44 -6.42 -3.23 13.51 9.06
Columbia Select Large Cap Equity Adv CLSRX 0.78 4.53 -6.57 -4.57 --- ---
Catalyst/Lyons Tactical Allocation A CLTAX -4.61 -0.80 -13.35 -9.35 9.60 6.18
Catalyst/Lyons Tactical Allocation C CLTCX -4.68 -0.88 -13.59 -10.06 8.77 5.38
Catalyst/Lyons Tactical Allocation I CLTIX -4.56 -0.80 -13.30 -9.13 9.89 ---
Columbia Large Cap Index Inst2 CLXRX 0.76 4.43 -6.46 -4.11 13.72 9.24
Principal Capital Appreciation C CMNCX 1.08 4.05 -5.22 -3.94 11.78 7.71
Principal Capital Appreciation A CMNWX 1.17 4.10 -5.02 -3.14 12.70 8.61
The Cook & Bynum COBYX 1.19 3.35 -5.47 -12.09 2.98 2.01
Columbia Contrarian Core Inst2 COFRX 0.35 4.67 -7.77 -8.24 11.13 8.14
Columbia Contrarian Core Inst3 COFYX 0.35 4.66 -7.75 -8.19 11.17 8.19
Coho Relative Value Equity Institutional COHIX -1.24 2.48 -5.21 -5.02 11.26 ---
Coho Relative Value Equity Advisor COHOX -1.19 2.48 -5.19 -5.12 11.12 7.63
Columbia Contrarian Core Adv CORRX 0.35 4.71 -7.78 -8.31 11.02 8.03
CRM All Cap Value Inst CRIEX 3.34 6.38 -9.88 -10.97 10.45 5.50
CRM Large Cap Opportunity Instl CRIGX 2.46 5.05 -8.50 -11.07 10.12 5.78
CRM All Cap Value Inv CRMEX 3.25 6.37 -9.91 -11.32 10.17 5.23
CRM Large Cap Opportunity Inv CRMGX 2.33 5.05 -8.61 -11.37 9.84 5.51
Calvert US Large Cap Core Rspnb Idx A CSXAX 1.61 4.83 -5.58 -3.50 13.51 8.80
Calvert US Large Cap Core Rspnb Idx C CSXCX 1.51 4.77 -5.81 -4.25 12.64 7.96
Calvert US Large Cap Core Rspnb Idx R6 CSXRX 1.62 4.87 -5.50 -3.14 --- ---
Victory US 500 Enh Vol Wtd Idx A CUHAX -2.33 1.17 -9.83 -10.93 11.40 6.91
Victory US 500 Enh Vol Wtd Idx C CUHCX -2.34 1.12 -9.94 -11.64 10.55 6.11
Victory US 500 Enh Vol Wtd Idx I CUHIX -2.34 1.09 -9.78 -10.77 11.66 7.17
American Funds Washington Mutual 529A CWMAX 0.36 3.22 -4.08 -3.36 13.91 8.67
American Funds Washington Mutual 529C CWMCX 0.29 3.19 -4.26 -4.09 13.04 7.85
American Funds Washington Mutual 529E CWMEX 0.37 3.24 -4.12 -3.59 13.64 8.41
American Funds Washington Mutual 529F1 CWMFX 0.38 3.23 -4.02 -3.13 14.16 8.92
Zacks All-Cap Core Institutional CZOVX 0.23 3.60 -5.78 -4.98 11.89 7.46
Dreyfus Disciplined Stock DDSTX 1.30 4.87 -7.31 -4.68 13.32 8.02
DFA Enhanced US Large Company I DFELX 0.81 4.49 -6.49 -4.95 13.48 9.22
DFA US Core Equity 1 I DFEOX 1.66 5.40 -7.59 -6.35 13.93 8.02
Davidson Multi-Cap Equity A DFMAX 1.07 5.03 -6.54 -4.05 12.05 6.75
Davidson Multi-Cap Equity I DFMIX 1.11 5.08 -6.46 -3.80 12.34 7.02
DFA US Sustainability Core 1 DFSIX 2.09 5.55 -7.41 -5.31 14.27 8.23
DFA US Large Company I DFUSX 0.78 4.45 -6.43 -3.93 13.89 9.39
Dreyfus Appreciation Investor DGAGX -0.61 2.78 -6.18 -6.68 12.03 6.90
Dreyfus Appreciation I DGIGX -0.60 2.79 -6.12 -6.46 --- ---
Dreyfus Appreciation Y DGYGX -0.57 2.83 -6.09 -6.36 12.39 7.26
Diamond Hill All Cap Select I DHLTX 4.72 8.18 -5.47 -8.41 12.17 6.38
Diamond Hill All Cap Select A DHTAX 4.63 8.15 -5.58 -8.70 11.81 6.07
Diamond Hill All Cap Select C DHTCX 4.67 8.12 -5.74 -9.34 10.99 5.30
Diamond Hill All Cap Select Y DHTYX 4.71 8.16 -5.52 -8.34 12.26 6.49
Domini Impact Equity Institutional DIEQX 1.37 4.55 -5.67 -7.66 10.39 5.59
Dana Large Cap Equity Investor DLCEX 0.64 4.57 -7.30 -8.41 11.81 7.38
Dana Large Cap Equity Institutional DLCIX 0.63 4.57 -7.26 -8.20 12.08 7.68
Davis NY Venture Y DNVYX 3.51 6.84 -7.29 -11.49 13.11 7.57
Dreyfus Tax-Managed Growth C DPTAX -1.18 2.85 -6.65 -8.01 10.12 5.21
Dreyfus Tax-Managed Growth I DPTRX -1.14 2.82 -6.48 -7.09 11.23 6.27
Dearborn Partners Rising Dividend A DRDAX -0.32 2.84 -3.24 -0.26 11.50 7.49
Dearborn Partners Rising Dividend C DRDCX -0.39 2.85 -3.39 -1.03 10.68 6.69
Dearborn Partners Rising Dividend I DRDIX -0.25 2.91 -3.17 0.01 11.81 7.76
Dreyfus Sustainable US Equity I DRTCX 0.56 3.95 -5.80 -4.36 11.12 6.77
Dreyfus Sustainable US Equity Z DRTHX 0.65 3.95 -5.80 -4.51 11.01 6.66
Domini Impact Equity Investor DSEFX 1.35 4.54 -5.78 -8.00 9.99 5.21
Domini Impact Equity A DSEPX 1.33 4.54 -5.76 -8.03 9.95 5.18
Domini Impact Equity R DSFRX 1.40 4.60 -5.69 -7.77 10.33 5.54
Dreyfus Instl S&P 500 Stock Index I DSPIX 0.74 4.44 -6.45 -4.10 13.71 9.24
Dreyfus Sustainable US Equity A DTCAX 0.57 3.95 -5.84 -4.60 10.83 6.45
Dreyfus Sustainable US Equity C DTCCX 0.45 3.98 -6.05 -5.37 9.99 5.65
Dreyfus Sustainable US Equity Y DTCYX 0.56 3.96 -5.81 -4.37 --- ---
DFA Tax-Managed US Eq DTMEX 1.20 4.79 -6.87 -4.70 13.97 8.82
Dreyfus Tax-Managed Growth A DTMGX -1.14 2.87 -6.52 -7.34 10.96 6.00
DFA US Hi Relatv Profitability Instl DURPX 0.82 4.12 -7.58 -5.34 --- ---
DFA US Large Cap Equity Institutional DUSQX 1.15 4.82 -7.00 -5.51 13.87 8.54
Cohen & Steers Dividend Value A DVFAX 0.32 4.50 -5.05 -7.29 11.76 7.03
Cohen & Steers Dividend Value C DVFCX 0.32 4.54 -5.18 -7.86 11.05 6.35
Cohen & Steers Dividend Value I DVFIX 0.40 4.58 -4.96 -6.94 12.16 7.41
Cohen & Steers Dividend Value R DVFRX 0.32 4.58 -5.08 -7.42 11.60 ---
Cohen & Steers Dividend Value Z DVFZX 0.40 4.58 -4.96 -6.94 12.16 ---
Eaton Vance Stock A EAERX 0.34 4.35 -7.13 -5.21 11.00 7.86
Eaton Vance Focused Value Opps A EAFVX 1.00 4.43 -7.58 -4.36 11.18 6.61
MFS Massachusetts Investors Tr 529A EAMTX 1.38 4.68 -4.80 -4.94 13.09 8.08
First Eagle US Value R3 EARVX 1.82 4.33 -3.06 --- --- ---
MFS Massachusetts Investors Tr 529B EBMTX 1.25 4.58 -4.75 -5.05 12.59 7.47
Eaton Vance Stock C ECERX 0.27 4.38 -7.30 -5.92 10.17 7.06
Eaton Vance Focused Value Opps C ECFVX 0.94 4.43 -7.76 -5.10 10.36 5.84
MFS Massachusetts Investors Tr 529C ECITX 1.31 4.61 -5.00 -5.68 12.22 7.25
Eaton Vance Dividend Builder C ECTMX -0.73 3.06 -7.04 -6.19 10.11 6.97
Wells Fargo Large Cap Core A EGOAX 1.84 4.47 -8.14 -8.94 11.97 7.59
Wells Fargo Large Cap Core C EGOCX 1.81 4.41 -8.31 -9.67 11.15 6.80
Wells Fargo Large Cap Core R EGOHX 1.84 4.47 -8.19 -9.22 11.68 ---
Wells Fargo Large Cap Core Inst EGOIX 1.83 4.45 -8.03 -8.61 12.43 8.08
Wells Fargo Large Cap Core R6 EGORX 1.90 4.46 -8.05 -8.59 13.57 ---
Eaton Vance Stock I EIERX 0.33 4.35 -7.07 -5.00 11.26 8.13
Eaton Vance Focused Value Opps I EIFVX 1.00 4.42 -7.54 -4.13 11.48 6.88
Eaton Vance Dividend Builder I EIUTX -0.66 3.08 -6.84 -5.27 11.23 8.05
Wells Fargo Intrinsic Value A EIVAX 0.62 5.02 -6.02 -4.86 10.53 6.12
Wells Fargo Intrinsic Value C EIVCX 0.55 4.95 -6.22 -5.62 9.70 5.32
Wells Fargo Intrinsic Value Admin EIVDX 0.59 4.95 -6.06 -4.74 10.67 6.29
Wells Fargo Intrinsic Value R6 EIVFX 0.64 5.02 -5.98 -3.77 11.28 6.67
Wells Fargo Intrinsic Value Inst EIVIX 0.62 5.00 -5.97 -4.51 10.95 6.56
Wells Fargo Intrinsic Value R EIVTX 0.62 4.98 -6.14 -5.12 10.23 5.84
Dana Epiphany ESG Equity Inv ESGAX 0.20 4.07 -7.76 -7.48 12.01 6.08
Dana Epiphany ESG Equity Inst ESGIX 0.10 3.97 -7.77 -7.26 11.78 5.64
Essential 40 Stock I ESSIX -0.05 3.85 -6.52 -6.35 4.57 ---
Wells Fargo Disciplined US Core A EVSAX 0.86 4.37 -6.97 -7.96 11.63 8.66
Wells Fargo Disciplined US Core R EVSHX 0.85 4.32 -6.98 -8.22 11.35 ---
Wells Fargo Disciplined US Core Inst EVSIX 0.85 4.31 -6.92 -7.69 12.01 9.06
Wells Fargo Disciplined US Core R6 EVSRX 0.84 4.33 -6.90 -7.62 12.08 ---
Wells Fargo Disciplined US Core C EVSTX 0.79 4.30 -7.13 -8.66 10.80 7.85
Wells Fargo Disciplined US Core Admin EVSYX 0.83 4.31 -6.95 -7.92 11.73 8.79
Eaton Vance Dividend Builder A EVTMX -0.68 3.06 -6.90 -5.51 10.95 7.77
Russell 3000 Defensive PR USD F00000MFW1 -0.56 2.89 -4.31 -2.68 10.90 7.22
Russell 3000 Defensive TR USD F00000MFW3 -0.39 2.96 -3.78 -0.62 13.37 9.63
Russell 3000 Defensive NR USD F00000MFW4 -0.44 2.94 -3.94 -1.23 12.64 8.91
Russell 3000 Dynamic PR USD F00000MFW5 2.66 6.98 -9.64 -9.03 12.70 6.34
Russell 3000 Dynamic TR USD F00000MFW6 2.80 7.05 -9.23 -7.52 14.61 8.11
Russell 3000 Dynamic NR USD F00000MFW7 2.76 7.03 -9.35 -7.96 14.06 7.60
Russell 1000 Defensive PR USD F00000MFW8 -0.76 2.66 -4.14 -2.40 10.78 7.34
Russell 1000 Defensive TR USD F00000MFW9 -0.60 2.73 -3.61 -0.31 13.29 9.79
Russell 1000 Defensive NR USD F00000MFWA -0.65 2.71 -3.77 -0.93 12.54 9.06
Russell 1000 Dynamic PR USD F00000MFWB 2.55 6.76 -9.51 -9.06 12.61 6.65
Russell 1000 Dynamic TR USD F00000MFWC 2.70 6.84 -9.08 -7.48 14.60 8.50
Russell 1000 Dynamic NR USD F00000MFWD 2.65 6.81 -9.21 -7.94 14.02 7.96
Russell 1000 NR USD F00000NHWK 0.92 4.66 -6.49 -4.48 13.32 8.55
Russell Top 200 Dynamic PR USD F00000OS19 2.70 6.57 -10.44 -8.42 13.88 8.25
Russell Top 200 Dynamic TR USD F00000OS1A 2.85 6.68 -10.02 -6.81 15.93 10.21
Russell Top 200 Defensive PR USD F00000OS1B -0.90 2.42 -4.27 -2.17 10.77 7.13
Russell Top 200 Defensive TR USD F00000OS1C -0.74 2.50 -3.73 -0.03 13.36 9.66
Russell Top 200 Dynamic NR USD F00000P2PG 2.81 6.65 -10.14 -7.29 15.33 9.63
Russell Top 200 Defensive NR USD F00000P2PH -0.79 2.47 -3.89 -0.68 12.58 8.90
Russell 1000 TR Hdg USD F00000PUDR 0.97 4.68 -6.35 -3.95 13.98 9.19
Russell 3000 Growth-Defensive TR USD F00000T6LA 0.31 3.36 -5.00 1.19 15.06 11.13
Russell 3000 Growth-Defensive PR USD F00000T6LB 0.24 3.35 -5.40 -0.36 13.11 9.18
Russell Top 50 Mega Cap PR USD F00000UMLU 0.64 3.86 -7.22 -5.06 11.44 ---
Russell Top 200 Equal Weight TR USD F00000VK7A 0.69 4.43 -5.56 -4.42 15.14 9.69
Russell Top 200 Equal Weight PR USD F00000VK7B 0.53 4.36 -6.13 -6.53 12.74 7.39
Russell Top 200 Equal Weight NR USD F00000VK7C 0.63 4.41 -5.74 -5.07 14.42 9.00
JPM Div Factor US Eq PR USD F00000W9LN 0.27 4.23 -5.89 -6.25 10.53 6.92
JPM Div Factor US Eq TR USD F00000W9LO 0.45 4.28 -5.32 -4.24 12.86 9.21
Russell 1000 Volatility Fctr PR USD F00000WEP1 -0.57 2.85 -5.86 -4.71 10.16 7.41
Russell 1000 Volatility Fctr TR USD F00000WEP2 -0.40 2.95 -5.30 -2.53 12.78 9.99
Russell US HEDI Low TR USD F00000XKQP 0.50 3.93 -5.58 -2.57 14.36 10.17
Russell US HEDI LC Low TR USD F00000XKQQ 0.31 3.69 -5.45 -2.34 14.31 10.43
Russell US HEDI Mod TR USD F00000XKQS 0.25 3.19 -4.43 -0.40 14.72 11.03
Russell US HEDI LC Mod TR USD F00000XKQT 0.06 2.96 -4.26 -0.07 14.69 11.32
Morningstar US Large Cap NR USD F000010SBT 0.67 4.19 -6.63 -3.88 13.48 9.01
Morningstar US Large Core NR USD F000010SBU -0.85 2.76 -10.12 -9.62 11.87 8.10
Morningstar US Core NR USD F000010SC8 -0.08 3.75 -8.94 -9.21 11.81 7.70
Morningstar US Market NR USD F000010SCA 1.09 4.85 -6.50 -4.53 13.39 8.43
Morningstar US Low Carb Rsk TR USD F000011ISZ 1.20 4.72 -5.91 -3.36 14.40 9.74
Morningstar US Low Carb Rsk PR USD F000011IT0 1.05 4.65 -6.38 -5.16 12.15 7.56
Morningstar US Low Carb Rsk NR USD F000011IT1 1.15 4.70 -6.05 -3.90 13.72 9.08
Fidelity Advisor® Dividend Growth A FADAX 1.36 4.47 -5.59 -6.27 10.57 6.72
Fidelity Advisor® Large Cap A FALAX 2.12 5.93 -8.56 -8.50 13.77 6.68
Fidelity Advisor® Large Cap M FALGX 2.07 5.90 -8.61 -8.77 13.46 6.40
Fidelity Advisor® Large Cap I FALIX 2.14 5.93 -8.51 -8.28 14.06 6.95
Fidelity® Large Cap Stock K6 FCLKX 2.18 5.84 -8.38 -7.72 --- ---
Strategic Advisers® Core FCSAX 1.14 4.81 -7.05 -5.08 13.60 8.54
Strategic Advisers® Fidelity US TtlStk FCTDX 1.56 5.12 -6.98 --- --- ---
Fidelity Advisor® Capital Development C FDECX 1.96 5.76 -8.70 -9.16 12.47 5.67
Fidelity Advisor® Capital Development I FDEIX 2.05 5.84 -8.43 -8.11 13.75 6.86
Fidelity® Disciplined Equity K FDEKX 1.07 5.06 -8.34 -8.77 10.17 6.69
Fidelity® Disciplined Equity FDEQX 1.07 5.05 -8.37 -8.85 10.06 6.58
Fidelity Advisor® Diversified Stock O FDESX 1.63 5.21 -8.48 -5.40 15.53 7.85
Fidelity Advisor® Capital Development O FDETX 2.06 5.87 -8.40 -7.98 13.92 7.04
Fidelity® Flex 500 Index FDFIX 0.77 4.41 -6.41 -3.93 --- ---
Fidelity Advisor® Dividend Growth C FDGCX 1.31 4.45 -5.76 -6.97 9.72 5.92
Fidelity® Dividend Growth FDGFX 1.42 4.62 -5.59 -6.28 10.90 7.04
Fidelity Advisor® Dividend Growth I FDGIX 1.40 4.55 -5.46 -6.01 10.84 6.99
Fidelity® Dividend Growth K FDGKX 1.46 4.63 -5.56 -6.16 11.03 7.17
Fidelity Advisor® Dividend Growth M FDGTX 1.41 4.57 -5.59 -6.43 10.32 6.48
Fidelity Advisor® Diversified Stock C FDTCX 1.54 5.15 -8.77 -6.60 14.08 6.49
Fidelity Advisor® Diversified Stock M FDTEX 1.60 5.16 -8.66 -6.08 14.69 7.06
Fidelity Advisor® Diversified Stock I FDTIX 1.66 5.20 -8.48 -5.54 15.37 7.70
Fidelity Advisor® Diversified Stock A FDTOX 1.63 5.22 -8.55 -5.74 15.15 7.49
Fidelity Advisor® Capital Development A FDTTX 1.98 5.86 -8.46 -8.29 13.59 6.72
Fidelity Advisor® Capital Development M FDTZX 1.96 5.86 -8.58 -8.75 12.96 6.13
First Eagle US Value A FEVAX 1.79 4.28 -3.10 -4.74 10.63 5.39
First Eagle US Value C FEVCX 1.81 4.28 -3.19 -5.43 9.83 4.60
First Eagle US Value I FEVIX 1.88 4.33 -2.99 -4.47 10.95 5.68
First Eagle US Value R6 FEVRX 1.88 4.33 -2.96 -4.44 --- ---
Fidelity® Export and Multinational K FEXKX 1.29 4.49 -5.66 -6.58 11.70 7.40
Fidelity® Export and Multinational FEXPX 1.29 4.53 -5.69 -6.68 11.57 7.27
American Funds Invmt Co of Amer F3 FFICX 0.29 3.57 -6.53 -6.25 --- ---
Fidelity® Total Market Index F FFSMX 1.20 4.96 -6.50 -4.11 14.05 8.90
Fidelity® Growth & Income K FGIKX 1.56 5.27 -8.05 -8.06 12.96 7.17
Fidelity Advisor® Growth & Income I FGIOX 1.58 5.35 -8.22 -8.35 12.70 6.94
Fidelity Advisor® Growth & Income A FGIRX 1.57 5.33 -8.24 -8.58 12.40 6.65
Fidelity Advisor® Growth & Income M FGITX 1.53 5.32 -8.32 -8.81 12.11 6.39
Fidelity Advisor® Growth & Income C FGIUX 1.48 5.29 -8.45 -9.28 11.54 5.85
Fidelity Advisor® Growth & Income Z FGIZX 1.61 5.34 -8.19 -8.22 --- ---
Fidelity® Series Large Cap Stock FGLGX 1.87 5.57 -8.01 -7.80 13.07 7.13
Fidelity Advisor® Mega Cap Stock C FGRCX 1.18 4.72 -7.80 -8.14 11.55 6.37
Fidelity® Growth & Income FGRIX 1.56 5.23 -8.10 -8.17 12.83 7.05
Fidelity® Mega Cap Stock FGRTX 1.36 4.81 -7.51 -7.18 12.70 7.46
Fidelity Advisor® Mega Cap Stock A FGTAX 1.30 4.79 -7.60 -7.43 12.41 7.16
Fidelity Advisor® Large Cap Z FIDLX 2.17 5.97 -8.47 -8.17 --- ---
American Funds Fundamental Invs F2 FINFX 1.41 4.36 -5.25 -6.30 14.15 9.06
Federated Max-Cap Index Instl FISPX 0.80 4.48 -6.33 -4.01 13.79 9.20
Fidelity® U.S. Sustainability Index FITLX 1.18 4.30 -4.08 -2.76 --- ---
Fidelity Advisor® Large Cap C FLCCX 2.05 5.90 -8.71 -9.20 12.91 5.88
Fidelity® Large Cap Core Enhanced Index FLCEX 1.32 4.47 -5.66 -3.06 13.97 9.04
Fidelity® SAI US Large Cap Index FLCPX 0.79 4.41 -6.42 -3.91 --- ---
Fidelity® Large Cap Stock FLCSX 2.07 5.93 -8.53 -8.25 13.91 6.90
Nuveen Large Cap Select A FLRAX 2.44 6.51 -8.14 -6.36 15.56 8.61
Nuveen Large Cap Select I FLRYX 2.42 6.51 -8.09 -6.12 15.84 8.88
Nuveen Large Cap Select C FLYCX 2.34 6.43 -8.33 -7.08 14.69 7.79
FMI Large Cap FMIHX 1.14 3.31 -4.13 -4.05 13.22 8.28
Fidelity® New Millennium FMILX 2.10 5.38 -6.54 -5.93 14.34 6.58
FMI Large Cap Institutional FMIQX 1.14 3.31 -4.09 -3.88 --- ---
Federated Max-Cap Index R FMXKX 0.73 4.44 -6.54 -4.76 12.93 8.39
Federated Max-Cap Index Svc FMXSX 0.81 4.55 -6.38 -4.24 13.48 8.90
Fidelity ZERO Large Cap Index FNILX 0.80 4.40 -6.53 --- --- ---
Russell 3000E PR USD FOUSA063UX 0.99 4.85 -6.99 -5.88 11.84 6.82
Russell 3000E TR USD FOUSA063UY 1.14 4.92 -6.52 -4.10 14.04 8.91
Russell Top 50 Mega Cap TR USD FOUSA088OQ 0.83 3.99 -6.72 -3.09 13.91 9.85
Morningstar Wide Moat Index EW TR USD FOUSA08P2R 1.02 4.26 -4.24 -1.63 15.87 10.62
Morningstar Wide Moat Index EW PR USD FOUSA08P2S 0.89 4.22 -4.70 -3.36 13.77 8.60
Russell 3000 NR USD FOUSA08Z65 1.09 4.89 -6.65 -4.63 13.39 8.30
Fort Pitt Capital Total Return FPCGX 1.21 3.21 -4.34 -5.23 14.84 8.32
FPA US Value FPPFX 1.74 5.66 -7.71 -9.55 3.64 2.87
Franklin Rising Dividends Adv FRDAX -1.20 2.68 -6.86 -5.75 13.20 7.49
Franklin Rising Dividends A FRDPX -1.22 2.66 -6.93 -5.98 12.92 7.22
Franklin Rising Dividends R FRDRX -1.24 2.65 -6.98 -6.21 12.64 6.95
Franklin Rising Dividends C FRDTX -1.29 2.63 -7.11 -6.69 12.08 6.42
Franklin Rising Dividends R6 FRISX -1.20 2.68 -6.86 -5.67 13.33 7.62
Fidelity® Total Market Index FSKAX 1.20 4.96 -6.49 -4.10 14.05 8.90
Fidelity® SAI US Minimum Volatility Idx FSUVX -1.65 2.10 -3.21 2.13 12.72 ---
Fidelity Advisor® Mega Cap Stock M FTGRX 1.30 4.79 -7.68 -7.70 12.12 6.90
Fidelity Advisor® Mega Cap Stock I FTRIX 1.36 4.81 -7.50 -7.17 12.72 7.47
American Funds Fundamental Invs F3 FUNFX 1.41 4.36 -5.24 -6.21 --- ---
American Funds Washington Mutual F3 FWMIX 0.41 3.24 -3.99 -3.02 --- ---
Fidelity® 500 Index FXAIX 0.77 4.43 -6.42 -3.93 13.93 9.44
Fidelity Advisor® Diversified Stock Z FZACX 1.63 5.16 -8.51 -5.43 15.50 7.82
Fidelity Advisor® Dividend Growth Z FZADX 1.45 4.54 -5.46 -5.85 11.01 7.16
Fidelity Advisor® Mega Cap Stock Z FZALX 1.29 4.76 -7.54 -7.12 12.85 7.60
Fidelity ZERO Total Market Index FZROX 1.09 4.90 -6.49 --- --- ---
Gabelli Asset AAA GABAX 0.77 4.17 -5.71 -6.92 12.03 5.04
Gabelli Equity Income AAA GABEX 0.86 4.48 -5.66 -9.74 8.76 3.88
Gabelli Asset I GABIX 0.79 4.18 -5.65 -6.69 12.31 5.30
Gotham Index Plus All-Cap Institutional GANDX 0.63 3.99 -4.99 -6.54 --- ---
Gabelli Asset A GATAX 0.77 4.17 -5.70 -6.92 12.02 5.04
Gabelli Asset C GATCX 0.70 4.12 -5.89 -7.62 11.18 4.26
US Global Investors All American Eq GBTFX 0.87 2.56 -6.74 -6.63 3.23 -0.18
Gabelli Equity Income A GCAEX 0.86 4.51 -5.69 -9.75 8.76 3.87
Gabelli Equity Income C GCCEX 0.79 4.47 -5.88 -10.39 7.95 3.10
Nationwide Dynamic US Growth C GCGRX 0.67 4.66 -7.74 -2.02 12.59 8.91
Gabelli Equity Income I GCIEX 0.87 4.47 -5.62 -9.50 9.03 4.13
Goldman Sachs US Tax-Managed Eq A GCTAX 1.62 5.38 -8.28 -7.26 11.61 7.36
Goldman Sachs US Tax-Managed Eq C GCTCX 1.54 5.37 -8.44 -7.94 10.77 6.55
Goldman Sachs US Tax-Managed Eq Instl GCTIX 1.63 5.40 -8.18 -6.90 12.04 7.78
Goldman Sachs US Tax-Managed Eq R6 GCTRX 1.67 5.45 -8.15 --- --- ---
Goldman Sachs US Tax-Managed Eq Svc GCTSX 1.61 5.40 -8.28 -7.35 11.49 7.24
Gotham Enhanced 500 Core Institutional GECFX 0.28 4.11 -4.94 -3.30 --- ---
Gotham Enhanced Index Plus Institutional GENDX 0.54 4.24 -5.51 -4.54 --- ---
Gotham Enhanced 500 Institutional GENFX -0.53 3.51 -5.42 -3.94 16.80 ---
GuideStone Funds Equity Index Instl GEQYX 0.92 4.50 -6.21 -3.75 14.19 9.41
GuideStone Funds Equity Index Investor GEQZX 0.89 4.50 -6.27 -3.97 13.90 9.16
GE RSP US Equity GESSX 1.05 4.65 -5.93 -2.56 13.87 8.28
Golub Group Equity GGEFX 1.61 4.87 -8.52 -7.56 10.16 6.31
Nationwide Dynamic US Growth R GGFRX 0.69 4.64 -7.67 -1.60 13.30 9.47
Goldman Sachs US Eq Div and Premium R6 GIDWX 0.28 3.94 -5.84 --- --- ---
GuideMark® Large Cap Core Institutional GILGX 1.42 5.11 -7.07 -3.59 12.75 7.88
Guggenheim StylePlus - Large Core Instl GILIX 0.40 4.40 -7.47 -6.28 13.68 9.51
Gotham Index Plus Institutional GINDX -0.07 3.07 -5.63 -5.07 17.08 ---
Guinness Atkinson™ Global Inntrs Instl GINNX 1.34 3.46 -7.22 -18.10 12.82 ---
Great Lakes Disciplined Equity Instl GLDNX -0.66 3.20 -7.88 -6.56 11.72 7.63
GMO US Equity VI GMCQX 1.36 3.92 -6.63 -9.24 11.30 6.86
GMO US Equity V GMEQX 1.35 3.91 -6.67 -9.28 --- ---
Goldman Sachs Rising Dividend Gr P GMHPX 0.19 4.75 -5.90 --- --- ---
GuideMark® Large Cap Core Service GMLGX 1.37 5.08 -7.20 -4.14 12.12 7.26
GMO US Equity IV GMRTX 1.43 3.98 -6.66 -9.26 11.27 6.84
GMO US Equity III GMUEX 1.43 3.98 -6.63 -9.31 11.22 6.76
Gotham Index Plus Investor GNNDX -0.07 3.07 -5.65 -5.27 --- ---
Nationwide R GNWRX 1.68 5.14 -7.20 -5.59 12.33 7.71
Green Owl Intrinsic Value GOWLX 2.70 5.14 -5.91 -10.21 13.06 5.78
Victory RS Large Cap Alpha A GPAFX 1.85 6.02 -6.16 -7.62 10.17 6.54
GMO Quality IV GQEFX -1.32 2.35 -6.99 -1.24 15.98 10.73
GMO Quality III GQETX -1.28 2.36 -7.00 -1.25 15.94 10.69
Goldman Sachs US Tax-Managed Eq Inv GQIRX 1.64 5.45 -8.19 -6.99 11.89 7.62
GMO Quality V GQLFX -1.28 2.35 -6.97 -1.21 16.00 10.76
GMO Quality VI GQLOX -1.28 2.36 -6.94 -1.16 16.06 10.80
GMO Quality Series PS GQPSX -1.34 2.21 -6.94 -1.79 --- ---
GMO Quality Series R6 GQURX -1.33 2.22 -7.02 --- --- ---
Victory Diversified Stock R GRINX 3.35 5.98 -6.37 -11.72 9.22 5.10
Nationwide S&P 500 Index Instl Svc GRISX 0.75 4.43 -6.49 -4.34 13.46 9.01
Nationwide S&P 500 Index A GRMAX 0.70 4.38 -6.58 -4.54 13.26 8.81
Nationwide S&P 500 Index C GRMCX 0.68 4.42 -6.71 -5.05 12.54 8.12
Nationwide S&P 500 Index R6 GRMIX 0.75 4.42 -6.47 -4.09 13.76 9.27
Nationwide S&P 500 Index R GRMRX 0.67 4.40 -6.58 -4.63 13.03 8.53
Nationwide S&P 500 Index Svc GRMSX 0.72 4.46 -6.56 -4.45 13.30 8.84
Goldman Sachs US Tax-Managed Eq P GSDPX 1.63 5.40 -8.18 --- --- ---
Goldman Sachs US Equity Insights Instl GSELX 1.75 5.51 -7.85 -5.48 14.29 9.20
Goldman Sachs US Equity Insights P GSEPX 1.76 5.51 -7.85 --- --- ---
Goldman Sachs US Equity Insights Svc GSESX 1.70 5.49 -7.97 -5.96 13.72 8.65
Goldman Sachs US Equity Insights R6 GSEUX 1.74 5.51 -7.85 -5.48 14.30 ---
Goldman Sachs US Eq Div and Premium P GSFPX 0.27 3.85 -5.84 --- --- ---
Goldman Sachs US Eq Div and Premium A GSPAX 0.31 3.93 -5.87 -5.14 10.50 7.23
Gotham Enhanced S&P 500 Index Instl GSPFX 1.16 4.61 -6.32 -2.03 --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX 0.36 3.94 -5.76 -4.77 10.95 7.65
Goldman Sachs US Eq Div and Premium C GSPQX 0.16 3.86 -6.11 -5.90 9.65 6.41
Goldman Sachs Rising Dividend Gr A GSRAX 0.20 4.79 -5.97 -6.09 10.12 5.28
Goldman Sachs Rising Dividend Gr C GSRCX 0.10 4.73 -6.16 -6.81 9.31 4.41
Goldman Sachs Rising Dividend Gr R6 GSRFX 0.19 4.75 -5.90 --- --- ---
Goldman Sachs Rising Dividend Gr Inv GSRIX 0.19 4.76 -5.91 -5.86 10.40 5.42
Goldman Sachs Rising Dividend Gr Instl GSRLX 0.19 4.75 -5.90 -5.76 10.55 5.57
Goldman Sachs Rising Dividend Gr R GSRRX 0.20 4.82 -5.99 -6.30 9.86 4.91
Goldman Sachs US Equity Insights A GSSQX 1.71 5.49 -7.96 -5.86 13.83 8.76
Goldman Sachs US Equity Insights R GSURX 1.70 5.49 -7.98 -6.08 13.56 8.50
Goldman Sachs US Equity Insights C GSUSX 1.68 5.46 -8.08 -6.51 13.01 7.96
Goldman Sachs US Equity Insights Inv GSUTX 1.73 5.50 -7.90 -5.62 14.12 9.04
Glenmede Strategic Equity GTCEX 0.79 3.87 -6.78 -7.53 14.03 9.41
Glenmede Quant US Large Cap Core EqInstl GTLIX 1.60 5.04 -5.52 -6.67 13.80 ---
Glenmede Quant US Large Cap Core Eq GTLOX 1.56 5.04 -5.57 -6.86 13.56 9.55
Nationwide C GTRCX 1.63 5.04 -7.33 -5.97 11.93 7.34
Goldman Sachs US Eq Div and Premium Inv GVIRX 0.23 3.94 -5.87 -4.97 10.75 7.49
Hartford Core Equity A HAIAX 0.56 3.84 -5.52 -1.53 12.16 9.81
Hartford Core Equity R6 HAITX 0.59 3.83 -5.44 -1.21 12.56 ---
Haverford Quality Growth Stock HAVGX -1.17 3.08 -8.63 -7.15 10.40 6.38
Harbor Large Cap Value Instl HAVLX 2.21 5.74 -3.57 -7.68 14.51 9.44
Hartford Disciplined Equity HLS IB HBGIX 0.50 3.79 -5.74 -1.92 12.13 9.84
Hartford Capital Appreciation C HCACX 0.35 4.66 -4.96 -4.68 11.21 5.59
Hartford Capital Appreciation F HCAFX 0.48 4.70 -4.69 -3.61 --- ---
Hartford Capital Appreciation Y HCAYX 0.47 4.69 -4.70 -3.62 12.43 6.76
HCM Tactical Growth Investor HCMDX -1.14 3.25 -13.93 -9.77 17.23 ---
HCM Tactical Growth A HCMGX -1.11 3.24 -13.73 -9.04 18.14 ---
HCM Tactical Growth I HCMIX -1.11 3.24 -13.73 -9.04 18.12 ---
HCM Tactical Growth R HCMSX -1.11 3.24 -13.73 -9.04 18.12 ---
Hartford Core Equity C HGICX 0.50 3.79 -5.70 -2.29 11.32 9.02
Hartford Core Equity F HGIFX 0.61 3.83 -5.43 -1.18 --- ---
Hartford Core Equity I HGIIX 0.59 3.83 -5.44 -1.26 12.45 ---
Hartford Core Equity R3 HGIRX 0.53 3.81 -5.61 -1.89 11.79 9.48
Hartford Core Equity R4 HGISX 0.53 3.79 -5.54 -1.60 12.13 9.82
Hartford Core Equity R5 HGITX 0.56 3.84 -5.46 -1.31 12.46 10.14
Hartford Core Equity Y HGIYX 0.57 3.83 -5.46 -1.23 12.52 10.19
Hartford Disciplined Equity HLS IA HIAGX 0.51 3.83 -5.64 -1.68 12.41 10.11
Hartford Stock HLS IB HIBSX -1.10 2.50 -4.04 -1.23 11.71 8.40
Harbor Large Cap Value Inv HILVX 2.16 5.76 -3.65 -8.01 14.10 9.03
JPMorgan Equity Index I HLEIX 0.77 4.44 -6.48 -4.12 13.71 9.22
Harbor Large Cap Value Retirement HNLVX 2.18 5.75 -3.60 -7.61 --- ---
Harbor Large Cap Value Admin HRLVX 2.21 5.82 -3.58 -7.86 14.24 9.16
Hartford Stock HLS IA HSTAX -1.07 2.52 -3.97 -0.98 12.00 8.67
Homestead Stock Index HSTIX 0.71 4.39 -6.61 -4.50 13.27 8.84
Voya Corporate Leaders 100 A IACLX 1.25 5.18 -5.45 -6.07 12.26 7.73
Voya Growth and Income Port A IAVGX 0.40 3.19 -5.94 -4.61 11.78 6.75
American Funds Invmt Co of Amer F2 ICAFX 0.29 3.54 -6.56 -6.36 13.09 8.22
Voya Corporate Leaders 100 C ICCLX 1.25 5.15 -5.52 -6.56 11.66 7.16
Ivy ProShares S&P 500 Div Arstcrts Idx A IDAAX -1.00 2.15 -2.87 -3.50 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx E IDAEX -0.90 2.24 -2.78 -3.41 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx I IDAIX -0.90 2.24 -2.71 -3.17 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx N IDANX -0.90 2.24 -2.78 -3.24 --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx R IDARX -1.00 2.15 -2.92 -3.90 --- ---
Sit ESG Growth I IESGX 0.56 2.89 -5.28 -7.92 --- ---
Independent Franchise Partners US Equity IFPUX -0.95 3.28 -6.34 -6.70 10.18 8.51
Integrity Growth & Income A IGIAX 0.45 3.66 -4.12 -2.26 12.77 6.54
Voya Growth and Income Port S2 IGISX 0.44 3.19 -5.93 -4.55 11.84 6.81
Integrity Growth & Income C IGIUX 0.41 3.65 -4.24 -2.68 12.05 ---
Integrity Growth & Income I IGIVX 0.48 3.68 -4.06 -2.01 --- ---
AMF Large Cap Equity AMF IICAX 1.73 3.16 -5.82 -6.31 12.59 7.19
AMF Large Cap Equity H IICHX 1.79 3.17 -5.79 -6.17 12.75 7.36
Voya Corporate Leaders 100 I IICLX 1.30 5.18 -5.34 -5.76 12.63 8.09
Voya Russell Large Cap Index Port I IIRLX 0.68 4.21 -6.56 -3.39 14.09 9.57
Voya Growth and Income Port I IIVGX 0.45 3.22 -5.84 -4.18 12.30 7.24
IMS Dividend Growth IMSAX 0.55 3.41 -7.28 -10.67 11.11 5.53
Index Funds S&P 500® Equal Weight NoLoad INDEX 1.30 5.49 -5.51 -5.78 13.19 ---
Voya US Stock Index Port I INGIX 0.72 4.39 -6.50 -4.22 13.62 9.16
Voya Corporate Leaders 100 O IOCLX 1.28 5.20 -5.40 -6.06 12.23 7.70
Voya Index Plus LargeCap Port I IPLIX 1.65 4.91 -5.83 -5.52 13.50 9.14
Voya Index Plus LargeCap Port S IPLSX 1.63 4.87 -5.91 -5.77 13.23 8.85
Voya Corporate Leaders 100 R IRCLX 1.25 5.15 -5.50 -6.33 11.93 7.42
Voya Russell Large Cap Index Port S IRLCX 0.68 4.19 -6.61 -3.62 13.83 9.29
Voya Russell Large Cap Index Port A IRLIX 0.64 4.14 -6.69 -3.90 13.53 9.02
Voya Russell Large Cap Index Port S2 IRLUX 0.66 4.18 -6.65 -3.80 13.66 9.13
VY® Columbia Contrarian Core A ISBAX 0.30 4.59 -7.82 -8.69 10.64 7.63
VY® Columbia Contrarian Core S ISCSX 0.34 4.65 -7.71 -8.41 10.94 7.91
VY® Columbia Contrarian Core I ISFIX 0.34 4.60 -7.72 -8.23 11.19 8.16
Voya US Stock Index Port S2 ISIPX 0.74 4.41 -6.53 -4.56 13.20 8.73
Voya US Stock Index Port A ISIVX 0.73 4.39 -6.57 -4.64 13.04 8.59
Voya US Stock Index Port S ISJBX 0.73 4.42 -6.49 -4.37 13.39 8.90
Voya Growth and Income Port S ISVGX 0.41 3.19 -5.91 -4.42 12.00 6.97
Hartford Capital Appreciation A ITHAX 0.41 4.65 -4.81 -3.98 12.02 6.36
Hartford Capital Appreciation I ITHIX 0.43 4.66 -4.76 -3.71 12.33 6.68
Hartford Capital Appreciation R3 ITHRX 0.37 4.65 -4.88 -4.31 11.66 6.02
Hartford Capital Appreciation R4 ITHSX 0.43 4.67 -4.80 -4.00 11.99 6.35
Hartford Capital Appreciation R5 ITHTX 0.44 4.69 -4.73 -3.71 12.34 6.66
Hartford Capital Appreciation R6 ITHVX 0.43 4.69 -4.71 -3.64 12.44 ---
Voya Corporate Leaders 100 W IWCLX 1.30 5.18 -5.38 -5.83 12.55 8.01
Guinness Atkinson™ Global Inntrs Inv IWIRX 1.29 3.44 -7.28 -18.32 12.52 6.65
Janus Henderson Growth And Income S JADGX -0.10 2.64 -5.30 -3.40 15.05 9.64
Janus Henderson Growth And Income T JAGIX -0.08 2.66 -5.24 -3.16 15.34 9.92
Jamestown Equity JAMEX 0.81 4.15 -6.59 -7.46 10.72 5.79
JPMorgan US Large Cap Core Plus R5 JCPRX 1.95 5.15 -7.92 -6.36 13.31 8.47
JPMorgan US Research Enhanced Equity A JDEAX 1.53 5.01 -6.10 -4.78 12.91 8.04
JPMorgan US Research Enhanced Equity I JDESX 1.53 4.96 -6.06 -4.56 13.18 8.31
JPMorgan US Research Enhanced Equity R6 JDEUX 1.55 4.97 -6.03 -4.49 13.33 8.51
PGIM Jennison Equity Income Z JDEZX 0.32 3.09 -6.50 -6.81 9.09 4.42
Janus Henderson Growth And Income A JDNAX -0.09 2.64 -5.26 -3.24 15.25 9.84
Janus Henderson Growth And Income N JDNNX -0.06 2.66 -5.19 -2.95 --- ---
Janus Henderson Growth And Income R JDNRX -0.12 2.63 -5.36 -3.68 14.74 9.35
PGIM Jennison Equity Income B JEIBX 0.27 3.06 -6.74 -7.78 7.99 3.37
Johnson Enhanced Return JENHX 0.88 4.43 -6.61 -5.55 13.31 9.26
Johnson Equity Income JEQIX 0.57 3.43 -5.20 -2.72 15.35 7.47
Janus Henderson Growth And Income C JGICX -0.16 2.61 -5.44 -3.95 14.42 9.02
Janus Henderson Growth And Income I JGINX -0.07 2.65 -5.20 -2.98 15.53 10.10
JHancock ESG Large Cap Core A JHJAX 0.99 4.15 -4.58 0.39 --- ---
JHancock ESG Large Cap Core C JHJCX 0.91 4.11 -4.83 -0.39 --- ---
JHancock ESG Large Cap Core I JHJIX 0.99 4.15 -4.54 0.65 --- ---
JHancock ESG Large Cap Core R6 JHJRX 0.99 4.15 -4.52 0.75 --- ---
JHancock Fundamental Large Cap Core C JHLVX 4.47 8.19 -7.78 -11.76 10.51 6.22
JPMorgan Intrepid America A JIAAX 2.59 5.75 -6.94 -5.31 12.59 8.51
JPMorgan Intrepid America C JIACX 2.54 5.71 -7.04 -5.78 12.04 7.98
JPMorgan Intrepid America R6 JIAPX 2.61 5.77 -6.81 -4.83 13.18 ---
JPMorgan Intrepid America R5 JIARX 2.63 5.78 -6.84 -4.91 13.07 9.00
JPMorgan Intrepid America R2 JIAZX 2.58 5.73 -6.97 -5.53 12.33 8.25
JPMorgan Intrepid Sustainable Equity A JICAX 1.46 4.76 -7.05 -4.33 12.93 8.39
JPMorgan Intrepid Sustainable Equity C JICCX 1.41 4.74 -7.17 -4.81 12.38 7.84
JPMorgan Intrepid Sustainable Equity I JIISX 1.46 4.76 -7.01 -4.11 13.21 8.65
JPMorgan US Large Cap Core Plus A JLCAX 1.91 5.17 -8.01 -6.67 12.86 8.02
JHancock Fundamental Large Cap Core R4 JLCFX 4.55 8.23 -7.58 -11.01 11.46 7.14
JHancock Fundamental Large Cap Core R3 JLCHX 4.53 8.20 -7.67 -11.32 11.03 6.73
JHancock Fundamental Large Cap Core R1 JLCRX 4.52 8.21 -7.69 -11.44 10.92 6.61
JHancock Fundamental Large Cap Core R5 JLCVX 4.57 8.22 -7.54 -10.84 11.67 7.35
JHancock Fundamental Large Cap Core R6 JLCWX 4.57 8.22 -7.53 -10.78 11.76 7.42
JHancock Fundamental Large Cap Core R2 JLCYX 4.54 8.21 -7.63 -11.22 11.18 6.88
JPMorgan US Large Cap Core Plus C JLPCX 1.89 5.16 -8.10 -7.10 12.31 7.49
JPMorgan US Large Cap Core Plus I JLPSX 1.94 5.18 -7.94 -6.41 13.16 8.30
JPMorgan US Large Cap Core Plus R6 JLPYX 1.92 5.16 -7.92 -6.30 --- ---
JPMorgan US Large Cap Core Plus R2 JLPZX 1.88 5.15 -8.08 -6.98 12.55 7.73
JHancock Fundamental Large Cap Core I JLVIX 4.58 8.24 -7.54 -10.88 11.63 7.30
JPMorgan US Equity L JMUEX 2.15 6.01 -6.48 -4.35 14.01 9.08
Janus Henderson Growth And Income D JNGIX -0.09 2.66 -5.22 -3.06 15.44 10.02
JPMorgan Tax Aware Equity I JPDEX 1.67 4.54 -6.88 -4.52 14.30 9.45
JPMorgan Tax Aware Equity A JPEAX 1.61 4.54 -7.00 -4.93 13.80 8.97
JPMorgan Tax Aware Equity C JPECX 1.58 4.52 -7.08 -5.38 13.23 8.44
JPMorgan Tax Aware Equity R6 JPELX 1.65 4.54 -6.87 --- --- ---
JPMorgan Intrepid America I JPIAX 2.61 5.76 -6.86 -5.05 12.90 8.81
JPMorgan US Research Enhanced Equity L JPIEX 1.54 4.97 -6.07 -4.58 13.22 8.39
Janus Henderson US Managed Volatility A JRSAX 0.36 4.29 -6.45 -1.87 11.16 7.91
Janus Henderson US Managed Volatility C JRSCX 0.33 4.31 -6.60 -2.51 10.41 7.20
Janus Henderson US Managed Volatility D JRSDX 0.33 4.36 -6.46 -1.66 11.36 ---
Janus Henderson US Managed Volatility I JRSIX 0.33 4.30 -6.38 -1.63 11.45 8.22
Janus Henderson US Managed Volatility N JRSNX 0.31 4.32 -6.42 -1.57 11.55 ---
Janus Henderson US Managed Volatility S JRSSX 0.27 4.30 -6.54 -2.05 11.01 7.83
Janus Henderson US Managed Volatility T JRSTX 0.31 4.36 -6.48 -1.77 11.27 8.04
JPMorgan US Equity A JUEAX 2.20 6.04 -6.54 -4.69 13.61 8.72
JPMorgan US Equity C JUECX 2.09 5.94 -6.66 -5.19 13.03 8.16
JPMorgan US Equity R6 JUEMX 2.23 6.07 -6.40 -4.19 14.16 9.21
JPMorgan US Equity R3 JUEPX 2.14 5.98 -6.57 -4.75 --- ---
JPMorgan US Equity R4 JUEQX 2.15 6.03 -6.51 -4.52 --- ---
JPMorgan US Equity I JUESX 2.22 6.02 -6.50 -4.47 13.86 8.92
JPMorgan US Equity R2 JUEZX 2.13 6.02 -6.62 -4.93 13.30 8.43
JPMorgan US Equity R5 JUSRX 2.23 6.00 -6.42 -4.28 14.04 9.12
CBOE Vest S&P500 Dv Aristocrats TrgIncA KNGAX -0.84 2.13 -2.88 -4.16 --- ---
CBOE Vest S&P500 Dv Aristocrats TrgIncC KNGCX -0.98 2.13 -3.23 -4.98 --- ---
CBOE Vest S&P500 Dv AristocratsTrgIncIns KNGIX -0.92 2.23 -2.91 -3.90 --- ---
CBOE Vest S&P500 Dv AristocratsTrgIncInv KNGLX -0.86 2.23 -2.91 -4.23 --- ---
CBOE Vest S&P500 Dv Aristocrats TrgIncY KNGYX -0.89 2.12 -2.85 --- --- ---
KP Large Cap Equity Institutional KPLCX 1.45 4.87 -5.98 -4.25 14.26 9.17
RAISE Core Tactical I KRCTX -4.08 -0.28 -11.83 -11.07 -1.34 ---
Lord Abbett Calibrated Dividend Gr A LAMAX -1.13 2.24 -5.37 -5.13 12.29 7.95
Lord Abbett Calibrated Dividend Gr C LAMCX -1.20 2.27 -5.49 -5.81 11.47 7.15
Lord Abbett Calibrated Dividend Gr F LAMFX -1.16 2.23 -5.33 -4.92 12.52 8.15
Lord Abbett Calibrated Dividend Gr R6 LAMHX -1.12 2.28 -5.24 -4.81 12.69 ---
Lord Abbett Calibrated Dividend Gr P LAMPX -1.19 2.22 -5.40 -5.31 12.07 7.73
Lord Abbett Calibrated Dividend Gr R2 LAMQX -1.21 2.21 -5.47 -5.48 11.88 7.56
Lord Abbett Calibrated Dividend Gr R3 LAMRX -1.20 2.25 -5.39 -5.34 12.02 7.70
Lord Abbett Calibrated Dividend Gr R4 LAMSX -1.13 2.31 -5.31 -5.12 12.32 ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX -1.13 2.29 -5.33 -4.91 12.57 ---
Lord Abbett Calibrated Dividend Gr I LAMYX -1.12 2.29 -5.26 -4.90 12.59 8.22
Low Beta Tactical 500 Institutional LBETX -0.03 1.93 -7.02 -0.96 --- ---
ClearBridge Dividend Strategy FI LBRIX 1.06 4.05 -2.74 -4.22 12.84 7.91
Low Beta Tactical 500 Investor LBTTX -0.03 1.94 -7.05 -1.15 --- ---
ClearBridge Dividend Strategy IS LCBEX 1.06 4.12 -2.67 -3.85 13.33 8.36
ClearBridge Dividend Strategy 1 LCBOX 1.07 4.14 -2.68 -3.92 13.20 8.24
Columbia Contrarian Core A LCCAX 0.36 4.69 -7.81 -8.53 10.75 7.75
Columbia Contrarian Core C LCCCX 0.30 4.69 -7.96 -9.21 9.92 6.95
SEI Large Cap Index A (SIIT) LCIAX 0.98 4.69 -6.35 -3.95 13.94 9.16
Leland Thomson Reuters Private Eq Idx A LDPAX 0.46 5.74 -10.68 -13.26 13.57 ---
Leland Thomson Reuters Private Eq Idx C LDPCX 0.47 5.72 -10.87 -13.92 12.80 ---
Leland Thomson Reuters Private Eq Idx I LDPIX 0.46 5.70 -10.69 -13.06 13.83 ---
Lazard US Equity Concentrated Instl LEVIX -0.79 2.64 -6.08 -7.58 8.85 8.61
Lazard US Equity Concentrated Open LEVOX -0.87 2.62 -6.13 -7.85 8.55 8.27
ClearBridge Value A LGVAX 3.39 7.18 -5.85 -10.43 10.56 5.43
Longleaf Partners LLPFX 3.96 9.92 -9.67 -12.61 12.54 1.46
ClearBridge Appreciation IS LMESX -0.13 2.91 -5.37 -2.54 12.54 8.58
QS US Large Cap Equity IS LMISX 0.87 4.49 -8.52 -6.73 12.72 7.92
ClearBridge Dividend Strategy R LMMRX 1.02 4.07 -2.85 -4.50 12.58 7.65
ClearBridge Value I LMNVX 3.40 7.19 -5.80 -10.22 10.83 5.68
ClearBridge Appreciation FI LMPIX -0.18 2.88 -5.49 -2.92 12.08 8.14
ClearBridge Appreciation R LMPPX -0.18 2.90 -5.51 -3.19 11.76 7.82
QS US Large Cap Equity I LMTIX 0.87 4.49 -8.52 -6.74 12.70 ---
QS US Large Cap Equity FI LMUSX 0.83 4.46 -8.65 -6.83 12.42 7.63
ClearBridge Value FI LMVFX 3.37 7.17 -5.87 -10.50 10.47 5.35
ClearBridge Value R LMVRX 3.35 7.17 -5.93 -10.74 10.19 5.05
ClearBridge Value C LMVTX 3.32 7.14 -6.03 -11.06 9.79 4.68
Scharf Institutional LOGIX -0.39 3.03 -3.62 -3.74 8.10 6.49
Scharf Retail LOGRX -0.44 2.99 -3.71 -4.08 7.78 ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX -1.12 2.28 -5.30 -4.81 --- ---
Summit GI US Low Volatility Equity A LVOLX 0.71 3.38 -5.64 0.39 11.06 ---
Lazard US Equity Select Open LZUOX -0.07 3.31 -6.88 -4.42 12.00 6.90
Lazard US Equity Select Instl LZUSX -0.09 3.32 -6.76 -4.14 12.30 7.22
MainStay Epoch US All Cap A MAAAX 3.07 5.35 -7.70 -10.67 11.15 6.76
Mutual of America Instl Equity Index MAEQX 0.75 4.44 -6.45 -4.09 13.78 9.32
Mutual of America Instl All America MALLX 1.74 5.45 -6.52 -6.29 11.96 7.53
BlackRock Advantage Large Cap Core Instl MALRX 1.43 5.08 -6.84 -4.49 13.83 8.26
MainStay MAP Equity A MAPAX 1.90 4.91 -7.48 -6.89 12.21 6.45
MainStay MAP Equity B MAPBX 1.80 4.88 -7.67 -7.75 11.16 5.47
MainStay MAP Equity R1 MAPRX 1.91 4.93 -7.43 -6.74 12.39 6.61
Convergence Core Plus Institutional MARNX 0.02 2.57 -7.81 -4.10 12.96 8.12
BlackRock Advantage US Total Mkt Instl MASPX 1.85 5.27 -6.28 -4.71 14.11 5.21
MainStay Epoch US All Cap I MATIX 3.09 5.42 -7.64 -10.42 11.44 7.04
MainStay Epoch US All Cap B MAWBX 2.98 5.39 -7.91 -11.52 10.02 5.65
MainStay Epoch US All Cap C MAWCX 2.98 5.39 -7.91 -11.52 10.02 5.64
MainStay Epoch US All Cap R6 MAWDX 3.13 5.42 -7.59 --- --- ---
MainStay Epoch US All Cap Inv MAWNX 3.04 5.38 -7.76 -10.87 10.86 6.45
BlackRock Advantage Large Cap Core Inv C MCLRX 1.24 4.99 -7.17 -5.53 12.63 7.10
Morningstar US Core PR USD MCOR -0.19 3.71 -9.28 -10.49 10.21 6.17
Morningstar US Core TR USD MCORT -0.03 3.76 -8.80 -8.65 12.51 8.36
BlackRock Advantage US Total Mkt Inv C MCSPX 1.76 5.19 -6.46 -5.63 12.94 4.12
MainStay MacKay Common Stock Investor MCSSX 0.73 4.48 -8.68 -6.24 12.21 8.07
BlackRock Advantage Large Cap Core Inv A MDLRX 1.34 4.99 -7.00 -4.80 13.51 7.96
BlackRock Advantage US Total Mkt Inv A MDSPX 1.84 5.29 -6.29 -4.90 13.84 4.97
Meehan Focus MEFOX 1.55 3.57 -6.83 -9.22 10.68 4.73
AMG FQ Tax-Managed US Equity N MFQAX 1.99 5.10 -7.74 -2.38 12.51 7.63
AMG FQ Tax-Managed US Equity I MFQTX 2.03 5.15 -7.66 -2.14 12.80 7.90
MFS Research B MFRBX 0.98 4.91 -6.18 -3.99 12.59 7.56
MFS Research C MFRCX 0.99 4.92 -6.18 -4.00 12.58 7.55
MFS Research A MFRFX 1.04 4.95 -6.00 -3.26 13.43 8.36
MFS Research R3 MFRHX 1.08 4.96 -5.98 -3.25 13.44 8.36
MFS Research R4 MFRJX 1.10 4.98 -5.91 -3.00 13.73 8.64
MFS Research R6 MFRKX 1.07 4.97 -5.93 -2.96 13.81 8.72
MFS Research R1 MFRLX 0.98 4.92 -6.18 -4.00 12.58 7.55
MassMutual Select Equity Opports A MFVAX -0.40 2.91 -4.03 -2.25 17.43 7.95
MassMutual Select Equity Opports R4 MFVFX -0.37 2.97 -3.94 -2.13 17.54 ---
MassMutual Select Equity Opports R3 MFVNX -0.35 2.92 -4.01 -2.34 17.25 7.78
MassMutual Select Equity Opports R5 MFVSX -0.34 2.93 -3.91 -1.77 17.97 8.44
MassMutual Select Equity Opports I MFVZX -0.28 3.01 -3.86 -1.66 18.09 8.55
MainStay MacKay Common Stock C MGOCX 0.70 4.46 -8.82 -6.91 11.38 7.27
MM S&P 500® Index R4 MIEAX 0.70 4.42 -6.57 -4.54 13.23 8.77
MM S&P 500® Index Adm MIEYX 0.70 4.43 -6.54 -4.43 13.41 8.94
MM S&P 500® Index R5 MIEZX 0.71 4.42 -6.51 -4.18 13.68 9.21
Oppenheimer Main Street C MIGCX 0.33 4.73 -7.06 -7.78 10.30 6.68
Oppenheimer Main Street Y MIGYX 0.44 4.77 -6.82 -6.85 11.41 7.75
BNY Mellon Large Cap Stock Inv MILCX 1.02 4.01 -7.25 -6.95 11.43 7.80
MFS Massachusetts Investors Tr R2 MIRTX 1.35 4.64 -4.84 -5.14 12.84 7.84
Midas Magic MISEX 2.60 5.27 -7.12 -11.74 11.77 4.22
MFS Massachusetts Investors Tr B MITBX 1.29 4.62 -4.97 -5.64 12.26 7.29
MFS Massachusetts Investors Tr C MITCX 1.31 4.61 -4.97 -5.63 12.26 7.29
MFS Massachusetts Investors Tr R4 MITDX 1.42 4.66 -4.74 -4.67 13.38 8.37
MFS Massachusetts Investors Tr R1 MITGX 1.29 4.60 -4.99 -5.65 12.26 7.30
MFS Massachusetts Investors Tr R3 MITHX 1.39 4.64 -4.79 -4.90 13.11 8.11
MFS Massachusetts Investors Tr I MITIX 1.39 4.66 -4.74 -4.68 13.39 8.38
MFS Massachusetts Investors Tr R6 MITJX 1.41 4.70 -4.68 -4.59 13.50 8.47
MFS Massachusetts Investors Tr A MITTX 1.36 4.63 -4.79 -4.92 13.13 8.12
BlackRock Advantage US Total Mkt K MKSPX 1.89 5.27 -6.31 --- --- ---
Morningstar US Large Cap PR USD MLCP 0.56 4.13 -6.98 -5.21 11.85 7.42
Morningstar US Large Cap TR USD MLCPT 0.72 4.22 -6.48 -3.30 14.19 9.69
Morningstar US Large Core PR USD MLCR -0.96 2.72 -10.47 -11.00 10.15 6.45
Morningstar US Large Core TR USD MLCRT -0.80 2.78 -9.96 -9.03 12.62 8.82
BlackRock Advantage Large Cap Core K MLRKX 1.43 5.08 -6.86 --- --- ---
MFS Low Volatility Equity A MLVAX -0.71 2.67 -3.05 -0.24 11.07 8.85
MFS Low Volatility Equity B MLVBX -0.80 2.60 -3.28 -1.00 10.22 8.02
MFS Low Volatility Equity C MLVGX -0.79 2.61 -3.28 -0.99 10.23 8.03
MFS Low Volatility Equity I MLVHX -0.70 2.67 -2.98 0.02 11.35 9.11
MFS Low Volatility Equity R1 MLVMX -0.80 2.59 -3.27 -1.00 10.23 8.03
MFS Low Volatility Equity R2 MLVOX -0.78 2.59 -3.18 -0.52 10.79 8.57
MFS Low Volatility Equity R3 MLVPX -0.78 2.59 -3.12 -0.25 11.06 8.83
MFS Low Volatility Equity R4 MLVRX -0.70 2.67 -2.98 0.01 11.32 9.11
MFS Low Volatility Equity R6 MLVTX -0.75 2.67 -3.02 0.11 11.43 9.17
MainStay MAP Equity R3 MMAPX 1.87 4.90 -7.55 -7.22 11.82 6.08
MM S&P 500® Index A MMFFX 0.72 4.45 -6.61 -4.66 13.12 ---
MassMutual Select Equity Opports Adm MMFVX -0.36 2.97 -3.93 -1.95 17.74 8.22
MassMutual Select Equity Opports Svc MMFYX -0.35 2.92 -3.94 -1.86 17.84 8.33
MM S&P 500® Index Svc MMIEX 0.71 4.41 -6.55 -4.34 13.51 9.04
MM S&P 500® Index R3 MMINX 0.66 4.40 -6.64 -4.81 12.94 8.50
MM S&P 500® Index I MMIZX 0.75 4.44 -6.48 -4.06 13.79 9.32
MassMutual Select TRP Large Cap Blend I MMLRX 1.46 5.29 -4.35 --- --- ---
MainStay MAP Equity C MMPCX 1.84 4.88 -7.67 -7.74 11.16 5.47
MassMutual Premier Main Street Adm MMSLX 0.32 4.64 -7.04 -7.36 11.00 7.32
MassMutual Premier Main Street R3 MMSNX 0.32 4.82 -7.03 -7.59 10.61 6.91
MassMutual Premier Main Street R5 MMSSX 0.32 4.64 -6.99 -7.14 11.23 7.54
MassMutual Premier Main Street Svc MMSYX 0.31 4.68 -6.98 -7.28 11.12 7.44
Manor MNRMX 1.11 5.21 -9.16 -18.04 6.58 3.45
Castle Focus Investor MOATX 0.31 2.21 -3.44 -5.15 8.40 4.86
MainStay MacKay Common Stock B MOPBX 0.65 4.40 -8.85 -6.91 11.37 7.28
Mairs & Power Growth Inv MPGFX 0.16 3.09 -5.29 -4.73 12.57 6.77
BNY Mellon Large Cap Stock M MPLCX 1.02 4.01 -7.04 -6.71 11.70 8.07
MainStay MAP Equity R2 MPRRX 1.89 4.91 -7.49 -6.99 12.09 6.34
MFS Core Equity R2 MRERX 1.36 4.93 -5.38 -2.86 14.58 8.69
MFS Research I MRFIX 1.10 4.99 -5.92 -2.99 13.73 8.64
MFS Core Equity A MRGAX 1.40 4.92 -5.33 -2.60 14.87 8.97
MFS Core Equity B MRGBX 1.32 4.90 -5.50 -3.33 14.02 8.16
MFS Core Equity C MRGCX 1.33 4.88 -5.49 -3.34 14.01 8.15
MFS Core Equity R1 MRGGX 1.34 4.88 -5.53 -3.34 14.00 8.15
MFS Core Equity R3 MRGHX 1.41 4.93 -5.32 -2.62 14.86 8.96
MFS Core Equity R4 MRGJX 1.43 4.95 -5.27 -2.36 15.16 9.24
MFS Core Equity R6 MRGKX 1.42 4.94 -5.26 -2.29 15.26 9.33
MFS Core Equity I MRGRX 1.43 4.95 -5.27 -2.37 15.16 9.24
BlackRock Advantage Large Cap Core R MRLRX 1.29 4.97 -7.03 -5.04 13.19 7.66
BlackRock Advantage US Total Mkt R MRSPX 1.77 5.21 -6.34 -5.12 13.53 4.67
Morningstar DM Americas GR USD MSDAUSDG 1.34 5.09 -6.26 -4.38 14.06 8.56
Morningstar DM Americas NR USD MSDAUSDN 1.29 5.07 -6.41 -4.93 13.38 7.91
Morningstar DM Americas PR USD MSDAUSDP 1.18 5.01 -6.75 -6.23 11.78 6.39
Morningstar Narrow Moat PR USD MSDIMAMP 0.99 4.96 -8.77 -7.49 11.37 6.68
Morningstar Narrow Moat TR USD MSDIMAMT 1.19 5.12 -8.25 -5.50 13.82 8.98
Morningstar Wide Moat Index PR USD MSDIMWMP 0.48 3.64 -4.63 -1.60 13.03 8.77
Morningstar Wide Moat Index TR USD MSDIMWMT 0.58 3.66 -4.20 0.10 15.17 10.91
Morningstar Ult Stock-Pick 10 ER USD MSDIUS10 -0.82 1.03 -2.64 -3.90 9.36 5.12
Morningstar Ult Stock-Pickers PR USD MSDIUSPP 0.28 3.07 -1.74 0.46 12.61 7.72
Morningstar Ult Stock-Pick TR USD MSDIUSPT 0.55 3.10 -1.15 2.83 15.24 10.25
Morningstar US Large-Mid TR USD MSEGLMCA 0.97 4.63 -6.26 -3.77 13.89 9.16
Morningstar US Large-Mid PR USD MSEGLMCB 0.81 4.55 -6.74 -5.60 11.65 7.01
Morningstar NA Large-Mid GR USD MSEGNAGU 1.18 4.86 -6.15 -4.15 14.07 8.78
Morningstar NA Large-Mid NR USD MSEGNANU 1.13 4.84 -6.30 -4.71 13.38 8.13
Morningstar NA Large-Mid PR USD MSEGNAPU 1.02 4.78 -6.65 -6.02 11.76 6.58
Morningstar NA 100 EW GR USD MSEGNWGU 1.13 4.54 -5.56 -3.55 13.51 8.82
Morningstar NA 100 EW NR USD MSEGNWNU 1.07 4.50 -5.73 -4.17 12.76 8.11
Morningstar NA 100 EW PR USD MSEGNWPU 0.92 4.43 -6.11 -5.63 11.02 6.46
Morningstar US Sustainability NR USD MSEGUSNU 1.00 4.36 -4.56 -3.29 12.65 8.08
Morningstar US Sustainability PR USD MSEGUSPU 0.89 4.30 -4.92 -4.73 10.93 6.44
Morningstar US Sustainability TR USD MSEGUSTU 1.04 4.38 -4.40 -2.66 13.39 8.79
Morningstar US Large-Mid NR USD MSEGUSUN 0.92 4.60 -6.41 -4.32 13.21 8.51
Oppenheimer Main Street A MSIGX 0.41 4.77 -6.87 -7.07 11.14 7.50
BlackRock Advantage Large Cap Core Svc MSLRX 1.36 5.02 -6.91 -4.73 13.44 7.87
MainStay MAP Equity Investor MSMIX 1.87 4.91 -7.52 -7.07 11.99 6.26
MainStay MacKay Common Stock A MSOAX 0.73 4.48 -8.62 -6.00 12.50 8.34
MainStay MacKay Common Stock I MSOIX 0.82 4.52 -8.53 -5.75 12.79 8.62
MainStay MacKay Common Stock R3 MSOSX 0.73 4.45 -8.71 -6.36 --- ---
MainStay MacKay S&P 500 Index I MSPIX 0.75 4.44 -6.42 -4.12 13.60 9.12
MFS Research R2 MSRRX 1.05 4.96 -6.04 -3.49 13.16 8.09
MassMutual Premier Main Street A MSSAX 0.32 4.71 -7.11 -7.52 10.74 7.07
Morningstar US Cyclcl Sup Sec PR USD MSSEMCSS 3.48 6.42 -4.26 -6.10 12.84 7.24
Morningstar US Cyclcl Sup Sec TR USD MSSEMCST 3.66 6.48 -3.75 -4.34 15.03 9.28
Morningstar US Snstve Sup Sec PR USD MSSEMSSS 0.70 5.04 -10.34 -8.25 13.84 6.48
Morningstar US Snstve Sup Sec TR USD MSSEMSST 0.83 5.14 -9.92 -6.62 16.00 8.54
MassMutual Premier Main Street R4 MSSRX 0.33 4.76 -7.06 -7.46 10.87 ---
Morningstar US Market PR USD MSTAR 0.98 4.80 -6.83 -5.79 11.84 6.95
Morningstar US Market TR USD MSTART 1.13 4.87 -6.35 -3.99 14.06 9.07
Morningstar US Equity MSTQX 2.54 6.26 --- --- --- ---
Morningstar US TME NR USD MSUTMENU 0.83 4.53 -6.45 -4.39 13.37 8.72
Morningstar US TME PR USD MSUTMEPU 0.72 4.47 -6.79 -5.67 11.79 7.20
Morningstar US TME TR USD MSUTMETU 0.87 4.55 -6.30 -3.83 14.06 9.38
MainStay MacKay S&P 500 Index A MSXAX 0.74 4.43 -6.49 -4.36 13.33 8.85
MassMutual Premier Main Street I MSZIX 0.32 4.76 -6.96 -7.04 11.35 ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX 1.28 4.59 -6.97 -4.25 13.99 8.50
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX 1.26 4.57 -6.89 -4.04 14.29 8.78
MainStay MAP Equity I MUBFX 1.92 4.92 -7.42 -6.66 12.49 6.71
MFS Blended Research Core Equity A MUEAX 1.48 5.22 -7.69 -6.45 11.22 7.38
MFS Blended Research Core Equity C MUECX 1.39 5.21 -7.89 -7.14 10.38 6.57
MFS Blended Research Core Equity R1 MUERX 1.42 5.19 -7.90 -7.15 10.39 6.58
MFS Blended Research Core Equity R2 MUESX 1.47 5.22 -7.76 -6.68 10.94 7.10
MFS Blended Research Core Equity R3 MUETX 1.48 5.24 -7.72 -6.45 11.21 7.37
MFS Blended Research Core Equity R4 MUEUX 1.48 5.20 -7.67 -6.24 11.48 7.63
MFS Blended Research Core Equity R6 MUEVX 1.53 5.27 -7.63 -6.09 11.63 7.77
Morningstar US Mkt Factor Tilt PR USD MUFT 1.97 5.92 -7.20 -8.10 11.60 5.55
Morningstar US Mkt Factor Tilt TR USD MUFTT 2.15 6.00 -6.70 -6.27 13.88 7.66
Muhlenkamp MUHLX 1.73 4.32 -4.25 -13.58 4.08 -0.43
Nationwide Institutional Service MUIFX 1.76 5.16 -7.05 -4.98 13.07 8.43
Nationwide Dynamic US Growth R6 MUIGX 0.86 4.74 -7.48 -0.87 13.89 10.14
Morgan Stanley Instl US Core A MUOAX 0.27 3.78 -10.40 -12.26 --- ---
Morgan Stanley Instl US Core C MUOCX 0.18 3.64 -10.63 -12.92 --- ---
Morgan Stanley Instl US Core I MUOIX 0.27 3.67 -10.40 -11.99 --- ---
Morgan Stanley Instl US Core IS MUOSX 0.27 3.77 -10.36 -11.94 --- ---
MFS Blended Research Core Equity B MUSBX 1.40 5.17 -7.90 -7.16 10.38 6.57
MFS Blended Research Core Equity I MUSEX 1.52 5.28 -7.62 -6.21 11.49 7.64
Victory S&P 500 Index A MUXAX 0.72 4.40 -6.53 -4.44 13.33 8.81
Victory S&P 500 Index R MUXRX 0.67 4.41 -6.64 -4.80 12.85 8.37
Victory S&P 500 Index Y MUXYX 0.73 4.42 -6.47 -4.24 13.54 9.02
Marathon Value Portfolio MVPFX 0.24 3.09 -5.30 -6.04 11.77 6.33
Metropolitan West AlphaTrak 500 MWATX 0.69 4.33 -6.60 -4.41 16.24 10.51
Morningstar Wide Moat Focus PR USD MWMF 0.64 5.19 -4.22 -2.48 16.93 8.40
Morningstar Wide Moat Foc 20 ER USD MWMF20 -1.68 3.84 -7.82 -7.34 18.68 8.81
Morningstar Wide Moat Focus TR USD MWMFTR 0.85 5.26 -3.62 -0.23 19.19 10.62
VanEck Morningstar Wide Moat I MWMIX 0.86 5.22 -3.71 -0.80 --- ---
VanEck Morningstar Wide Moat Z MWMZX 0.83 5.22 -3.70 -0.73 --- ---
Federated Max-Cap Index C MXCCX 0.76 4.53 -6.54 -4.93 12.62 8.08
Great-West Core Strategies US Eq Instl MXEBX 2.18 5.97 -8.04 --- --- ---
Great-West Core Strategies US Eq L MXEHX 2.14 5.90 -8.15 --- --- ---
Great-West S&P 500® Index Institutional MXKWX 0.73 4.36 -6.46 -4.11 13.70 ---
Great-West S&P 500® Index Investor MXVIX 0.73 4.40 -6.56 -4.41 13.31 8.82
Great-West S&P 500® Index L MXVJX 0.73 4.46 -6.60 -4.65 13.02 8.55
Matthew 25 MXXVX 10.66 12.71 -4.58 -12.39 16.89 5.93
MainStay MacKay U.S. Equity Opports C MYCCX 1.09 4.85 -8.77 -12.44 9.85 7.79
MainStay MacKay U.S. Equity Opports I MYCIX 1.30 4.86 -8.51 -11.50 11.06 8.99
MainStay MacKay U.S. Equity Opports Inv MYCNX 1.21 4.88 -8.54 -11.79 10.69 8.61
MainStay MacKay U.S. Equity Opports A MYCTX 1.19 4.78 -8.57 -11.77 10.77 8.71
MainStay MacKay S&P 500 Index Inv MYSPX 0.74 4.43 -6.52 -4.52 13.18 8.72
Nuveen Santa Barbara Dividend Growth R3 NBDRX -1.73 3.06 -6.00 -4.90 11.83 7.43
Neuberger Berman Focus Adv NBFAX 1.23 5.85 -7.58 -7.86 10.93 6.13
Neuberger Berman Focus Tr NBFCX 1.25 5.85 -7.54 -7.67 11.08 6.29
Neuberger Berman Sustainable Eq Instl NBSLX 0.13 3.90 -6.50 -5.93 12.14 7.37
Neuberger Berman Sustainable Eq Investor NBSRX 0.09 3.88 -6.53 -6.11 11.92 7.17
Neuberger Berman Focus Inv NBSSX 1.22 5.85 -7.52 -7.49 11.28 6.48
Neuberger Berman Sustainable Eq Trust NBSTX 0.09 3.88 -6.58 -6.25 11.75 6.99
Natixis Oakmark C NECOX 4.74 7.92 -7.06 -11.15 13.60 6.40
Natixis Oakmark A NEFOX 4.79 7.97 -6.88 -10.49 14.47 7.20
Columbia Large Cap Index A NEIAX 0.73 4.43 -6.53 -4.36 13.43 8.97
Natixis Oakmark Y NEOYX 4.79 7.97 -6.81 -10.25 14.76 7.48
Neuberger Berman Focus A NFAAX 1.22 5.86 -7.57 -7.70 11.05 6.27
Neuberger Berman Focus C NFACX 1.15 5.85 -7.73 -8.32 10.23 5.49
Neuberger Berman Focus Inst NFALX 1.26 5.90 -7.47 -7.33 11.47 6.66
Nationwide Dynamic US Growth Instl Svc NGISX 0.80 4.58 -7.56 -1.08 13.65 9.91
Columbia Large Cap Index Inst NINDX 0.75 4.43 -6.46 -4.11 13.72 9.24
Nuveen Large Cap Core A NLACX 2.78 6.30 -9.44 -5.84 14.03 8.64
Nuveen Large Cap Core C NLCDX 2.73 6.26 -9.64 -6.54 13.18 7.83
Nuveen Large Cap Core R6 NLCFX 2.82 6.31 -9.38 -5.56 --- ---
Nuveen Large Cap Core I NLCIX 2.82 6.28 -9.39 -5.59 14.32 8.91
Nationwide Dynamic US Growth A NMFAX 0.70 4.59 -7.61 -1.24 13.50 9.78
Columbia Large Cap Enhanced Core A NMIAX 1.24 4.61 -6.73 -3.99 13.97 9.20
Columbia Large Cap Enhanced Core Inst NMIMX 1.24 4.62 -6.69 -3.75 14.24 9.46
Neuberger Berman Multi-Cap Opp A NMUAX 1.09 4.07 -5.28 -4.44 15.06 7.99
Neuberger Berman Multi-Cap Opp C NMUCX 0.98 4.00 -5.46 -5.15 14.22 7.20
Neuberger Berman Multi-Cap Opp Inst NMULX 1.09 4.08 -5.20 -4.06 15.49 8.39
Natixis Oakmark N NOANX 4.84 7.96 -6.78 -10.12 --- ---
Northern Stock Index NOSIX 0.74 4.42 -6.44 -4.02 13.82 9.34
Neuberger Berman Sustainable Eq A NRAAX 0.11 3.88 -6.56 -6.26 11.73 6.98
Neuberger Berman Sustainable Eq C NRACX 0.05 3.85 -6.74 -6.95 10.90 6.18
Neuberger Berman Sustainable Eq R3 NRARX 0.08 3.87 -6.62 -6.50 11.45 6.71
Neuberger Berman Sustainable Eq R6 NRSRX 0.15 3.90 -6.45 -5.86 12.21 7.45
Nuveen Santa Barbara Dividend Growth A NSBAX -1.71 3.06 -5.96 -4.67 12.10 7.70
Nuveen Santa Barbara Dividend Growth C NSBCX -1.78 3.00 -6.15 -5.39 11.26 6.89
Nuveen Santa Barbara Dividend Growth R6 NSBFX -1.70 3.06 -5.89 -4.35 12.47 8.05
Nuveen Santa Barbara Dividend Growth I NSBRX -1.69 3.06 -5.90 -4.41 12.39 7.97
Columbia Select Large Cap Equity Inst NSEPX 0.78 4.52 -6.62 -4.59 13.89 9.47
Columbia Select Large Cap Equity A NSGAX 0.77 4.56 -6.64 -4.79 13.60 9.21
Columbia Select Large Cap Equity C NSGCX 0.67 4.55 -6.82 -5.54 12.76 8.39
Northern US Quality ESG NUESX 1.05 4.59 -7.16 -4.44 --- ---
Wells Fargo Diversified Equity A NVDAX 1.64 5.01 -6.61 -6.96 11.66 6.04
Wells Fargo Diversified Equity Admin NVDEX 1.68 5.04 -6.54 -6.74 11.93 6.31
Nationwide R6 NWABX 1.78 5.16 -7.03 --- --- ---
Nationwide Dynamic US Growth Eagle NWAEX 0.82 4.70 -7.47 --- --- ---
Nationwide A NWFAX 1.72 5.10 -7.16 -5.28 12.77 8.17
Davis NY Venture B NYVBX 3.38 6.75 -7.60 -12.60 11.71 6.27
Davis NY Venture C NYVCX 3.44 6.82 -7.53 -12.42 11.94 6.47
Davis NY Venture R NYVRX 3.51 6.83 -7.39 -11.96 12.49 6.99
Davis NY Venture A NYVTX 3.48 6.82 -7.35 -11.75 12.81 7.30
Oakmark Select Investor OAKLX 7.50 10.20 -9.40 -22.14 7.61 3.87
Oakmark Investor OAKMX 4.78 8.07 -7.09 -10.20 14.64 7.64
Oakmark Select Institutional OANLX 7.53 10.20 -9.34 -21.97 --- ---
Oakmark Institutional OANMX 4.80 8.07 -7.04 -10.06 --- ---
Oppenheimer Rising Dividends A OARDX 0.46 3.84 -7.37 -5.71 8.77 5.58
Oakmark Select Service OARLX 7.48 10.18 -9.45 -22.31 7.32 3.58
Oakmark Service OARMX 4.75 8.04 -7.15 -10.46 14.31 7.31
Oakmark Select Advisor OAYLX 7.53 10.20 -9.35 -22.00 --- ---
Oakmark Advisor OAYMX 4.80 8.07 -7.05 -10.09 --- ---
Oppenheimer Rising Dividends C OCRDX 0.42 3.82 -7.50 -6.34 7.98 4.80
JPMorgan Equity Index C OEICX 0.68 4.38 -6.68 -4.94 12.68 8.20
O'Shaughnessy All Cap Core A OFAAX 2.09 5.22 -9.08 -8.94 12.60 6.87
O'Shaughnessy All Cap Core C OFACX 2.00 5.22 -9.24 -9.17 11.87 6.13
O'Shaughnessy All Cap Core I OFAIX 2.24 5.32 -8.95 -8.67 12.85 7.11
JPMorgan Equity Index A OGEAX 0.72 4.42 -6.55 -4.37 13.42 8.94
JPMorgan Equity Index R6 OGFAX 0.78 4.44 -6.44 -3.97 --- ---
Oppenheimer Rising Dividends I OIRDX 0.50 3.82 -7.30 -5.29 9.24 6.03
Oppenheimer Main Street R OMGNX 0.40 4.77 -6.92 -7.31 10.86 7.22
Oppenheimer Main Street All Cap C OMSCX 1.36 5.22 -9.16 -9.53 8.67 4.25
Oppenheimer Main Street I OMSIX 0.47 4.81 -6.77 -6.70 11.60 7.95
Oppenheimer Main Street All Cap R OMSNX 1.48 5.29 -9.02 -9.02 9.25 4.78
Oppenheimer Main Street All Cap A OMSOX 1.50 5.33 -9.00 -8.80 9.51 5.03
Oppenheimer Main Street All Cap Y OMSYX 1.46 5.34 -8.96 -8.62 9.77 5.30
Oppenheimer Rising Dividends R ONRDX 0.47 3.87 -7.39 -5.89 8.51 5.32
Oak Ridge Dividend Growth A ORDAX 0.20 2.73 -4.75 -1.85 13.54 8.19
Oak Ridge Dividend Growth I ORDNX 0.20 2.71 -4.71 -1.66 13.81 8.45
Osterweis OSTFX 0.52 3.89 -5.05 -6.08 7.81 2.68
Old Westbury All Cap Core OWACX 1.21 4.26 -6.28 -3.69 12.21 5.83
Oppenheimer Rising Dividends Y OYRDX 0.50 3.87 -7.29 -5.44 9.06 5.84
T. Rowe Price Capital Opportunity Adv PACOX 1.06 4.84 -6.21 -4.06 13.92 9.20
Pacific Advisors Large Cap Value A PAGTX -0.03 2.65 -6.89 -9.12 9.37 5.65
Parnassus PARNX 0.53 5.65 -4.55 -7.34 11.98 7.46
Parnassus Endeavor Investor PARWX 2.28 7.86 -7.31 -10.79 13.86 10.39
T. Rowe Price US Large-Cap Core Adv PAULX -0.45 3.55 -5.11 -3.53 11.64 9.04
Pax ESG Beta Dividend Fund Indl Inv PAXDX 0.30 3.48 -5.26 -4.05 --- ---
Payson Total Return PBFDX 0.12 3.10 -7.05 -3.01 13.58 7.24
Principal Capital Appreciation R1 PCAMX 1.10 4.07 -5.14 -3.66 12.12 8.05
Principal Capital Appreciation R2 PCANX 1.12 4.08 -5.11 -3.52 12.27 8.19
Principal Capital Appreciation R3 PCAOX 1.14 4.09 -5.08 -3.35 12.47 8.39
Principal Capital Appreciation R4 PCAPX 1.14 4.07 -5.03 -3.17 12.68 8.59
Principal Capital Appreciation R5 PCAQX 1.17 4.10 -4.99 -3.05 12.82 8.72
T. Rowe Price Capital Opportunity I PCCOX 1.15 4.88 -6.10 -3.63 --- ---
Pioneer Core Equity K PCEKX 0.95 4.97 -6.92 --- --- ---
Pioneer C PCODX 0.23 3.16 -5.24 -3.21 12.52 7.45
Pioneer Core Equity C PCOTX 0.83 4.92 -7.18 -8.45 11.17 6.23
T. Rowe Price Dividend Growth I PDGIX 0.00 3.21 -3.58 -0.55 13.78 ---
Virtus Rampart Enhanced Core Equity A PDIAX -0.42 4.29 -6.94 -10.55 11.16 7.87
PGIM QMA Stock Index I PDSIX 0.72 4.40 -6.46 -4.08 13.74 9.28
Dreyfus S&P 500 Index PEOPX 0.70 4.39 -6.57 -4.43 13.37 8.91
Pacific Funds Large-Cap C PFCCX 1.55 4.95 -6.27 -6.12 11.37 ---
Pacific Funds Large-Cap Advisor PFCDX 1.63 5.08 -6.05 -5.19 12.51 ---
RiskPro® PFG Equity 30+ R PFDEX 0.83 4.65 -6.57 -5.20 --- ---
Pacific Funds Large-Cap S PFKIX 1.70 5.09 -5.97 -5.02 12.58 ---
Pacific Funds Large-Cap A PFLAX 1.63 5.03 -6.05 -5.40 12.21 ---
Parnassus Institutional PFPRX 0.56 5.65 -4.50 -7.17 12.15 ---
Parnassus Endeavor Institutional PFPWX 2.33 7.89 -7.18 -10.52 14.12 ---
Pacific Advisors Large Cap Value C PGCCX -0.03 2.70 -7.01 -9.76 8.57 4.87
Virtus Rampart Enhanced Core Equity C PGICX -0.51 4.28 -7.11 -11.29 10.33 7.06
Pioneer A PIODX 0.36 3.23 -4.98 -2.40 13.44 8.31
Pioneer R PIORX 0.26 3.17 -5.18 -2.81 12.94 7.89
Pioneer Core Equity A PIOTX 0.85 4.90 -7.07 -7.77 12.07 7.10
PGIM Jennison Rising Dividend A PJDAX -0.30 3.39 -7.36 -7.30 9.77 ---
PGIM Jennison Rising Dividend C PJDCX -0.36 3.40 -7.50 -8.01 8.98 ---
PGIM Jennison Rising Dividend R6 PJDQX -0.26 3.39 -7.32 -7.12 --- ---
PGIM Jennison Rising Dividend Z PJDZX -0.26 3.39 -7.25 -7.11 10.04 ---
PGIM Jennison Equity Income R PJERX 0.32 3.08 -6.55 -7.32 8.52 3.89
PGIM Jennison Equity Opportunity C PJGCX 2.29 7.24 -9.41 -11.82 10.18 4.41
PGIM Jennison Equity Opportunity Z PJGZX 2.43 7.35 -9.11 -10.87 11.31 5.48
PGIM Jennison Equity Opportunity A PJIAX 2.37 7.28 -9.21 -11.18 10.98 5.16
PGIM Jennison Equity Opportunity B PJIBX 2.38 7.26 -9.41 -11.99 10.09 4.36
PGIM Jennison Equity Income R6 PJIQX 0.40 3.16 -6.41 -6.66 9.23 4.55
PGIM Jennison Equity Opportunity R6 PJOQX 2.42 7.28 -9.16 -10.88 11.39 ---
PGIM Jennison Equity Opportunity R PJORX 2.34 7.29 -9.31 -11.61 10.61 4.87
PNC Multi-Factor All Cap A PLEAX 5.20 8.52 -7.14 -13.52 7.44 6.67
PNC Multi-Factor All Cap C PLECX 5.18 8.52 -7.28 -14.20 6.68 5.92
PNC Multi-Factor All Cap I PLEIX 5.20 8.56 -7.08 -13.39 7.71 6.92
Principal Large Cap S&P 500 Index Inst PLFIX 0.79 4.44 -6.45 -4.03 13.74 9.28
Principal Large Cap S&P 500 Index R3 PLFMX 0.76 4.42 -6.54 -4.54 13.12 8.66
Principal Large Cap S&P 500 Index R2 PLFNX 0.66 4.40 -6.62 -4.78 12.89 8.47
Principal Large Cap S&P 500 Index R5 PLFPX 0.71 4.44 -6.49 -4.26 13.48 9.00
Principal Large Cap S&P 500 Index R4 PLFSX 0.69 4.41 -6.53 -4.38 13.33 8.86
Principal Large Cap S&P 500 Index C PLICX 0.71 4.40 -6.67 -5.11 12.48 8.04
Putnam Research R6 PLJMX 2.01 5.11 -5.51 -3.37 14.68 ---
Principal Large Cap S&P 500 Index R1 PLPIX 0.71 4.37 -6.63 -4.89 12.76 8.32
Principal Large Cap S&P 500 Index A PLSAX 0.71 4.43 -6.53 -4.32 13.40 8.93
PMC Diversified Equity PMDEX 2.27 4.90 -5.82 -9.87 9.78 4.25
Putnam Multi-Cap Core A PMYAX 2.12 5.50 -7.15 -6.97 14.46 8.28
Putnam Multi-Cap Core B PMYBX 2.04 5.42 -7.36 -7.71 13.61 7.47
Putnam Multi-Cap Core C PMYCX 2.04 5.43 -7.37 -7.72 13.61 7.46
Putnam Multi-Cap Core M PMYMX 2.06 5.44 -7.29 -7.48 13.89 7.73
Putnam Multi-Cap Core R6 PMYTX 2.15 5.52 -7.10 --- --- ---
Putnam Multi-Cap Core Y PMYYX 2.11 5.47 -7.11 -6.78 14.75 8.54
Putnam Multi-Cap Core R PMYZX 2.09 5.43 -7.27 -7.25 14.18 8.00
Putnam Research A PNRAX 2.00 5.11 -5.58 -3.71 14.21 8.77
Pin Oak Equity POGSX 3.59 6.21 -3.67 -4.78 14.91 9.41
T. Rowe Price Total Equity Market Idx POMIX 1.22 4.95 -6.50 -4.44 13.81 8.70
PRIMECAP Odyssey Stock POSKX 1.04 4.38 -6.70 -7.73 14.61 9.89
PIMCO StocksPLUS® Admin PPLAX 0.76 4.55 -7.22 -5.32 13.80 8.95
PGIM QMA US Broad Market Index R6 PQBMX 0.94 4.67 -6.58 -4.30 --- ---
PGIM QMA Large-Cap Core Equity PLUS A PQMAX 1.20 4.94 -7.61 -7.78 --- ---
PGIM QMA Large-Cap Core Equity PLUS C PQMCX 1.10 4.94 -7.76 -8.42 --- ---
PGIM QMA Large-Cap Core Equity PLUS R6 PQMQX 1.18 5.05 -7.52 -7.52 --- ---
PGIM QMA Large-Cap Core Equity PLUS Z PQMZX 1.18 4.95 -7.53 -7.53 --- ---
PGIM QMA Stock Index R6 PQSIX 0.74 4.43 -6.44 -4.05 --- ---
Putnam Research C PRACX 1.92 5.10 -5.78 -4.48 13.35 7.95
Parnassus Core Equity Investor PRBLX -0.84 2.69 -3.93 -0.91 12.74 8.56
T. Rowe Price Capital Opportunity PRCOX 1.10 4.88 -6.14 -3.79 14.23 9.52
T. Rowe Price Dividend Growth PRDGX -0.02 3.21 -3.60 -0.68 13.64 9.37
T. Rowe Price Equity Index 500 PREIX 0.77 4.45 -6.44 -4.09 13.69 9.20
Putnam Research B PRFBX 1.91 5.09 -5.77 -4.45 13.36 7.96
Putnam Research M PRFMX 1.96 5.12 -5.69 -4.20 13.64 8.24
T. Rowe Price Growth & Income PRGIX -0.39 3.57 -5.00 -3.11 12.10 8.75
Parnassus Core Equity Institutional PRILX -0.79 2.71 -3.86 -0.67 12.97 8.78
Putnam Research R PRSRX 1.96 5.10 -5.64 -3.98 13.92 8.50
T. Rowe Price Equity Index 500 I PRUIX 0.78 4.45 -6.41 -3.94 13.87 ---
PGIM QMA Stock Index A PSIAX 0.69 4.39 -6.54 -4.39 13.35 8.91
PGIM QMA Stock Index C PSICX 0.65 4.37 -6.69 -5.02 12.62 8.21
PGIM QMA Stock Index Z PSIFX 0.74 4.43 -6.46 -4.13 13.67 9.22
PIMCO StocksPLUS® I2 PSKPX 0.71 4.56 -7.13 -5.16 13.99 9.11
PIMCO StocksPLUS® Absolute Return C PSOCX 0.90 4.71 -7.68 -6.01 14.52 8.24
PIMCO StocksPLUS® A PSPAX 0.71 4.48 -7.26 -5.48 13.60 8.77
PIMCO StocksPLUS® C PSPCX 0.73 4.51 -7.29 -5.88 13.08 8.23
Principal Large Cap S&P 500 Index J PSPJX 0.74 4.48 -6.46 -4.23 13.53 9.01
PIMCO StocksPLUS® Absolute Return I-3 PSPNX 0.88 4.79 -7.43 --- --- ---
PIMCO StocksPLUS® R PSPRX 0.74 4.57 -7.26 -5.61 13.37 8.52
PIMCO StocksPLUS® Absolute Return Instl PSPTX 0.92 4.83 -7.37 -4.91 15.81 9.49
Port Street Quality Growth Institutional PSQGX -0.49 1.53 -3.19 -1.26 8.14 ---
PIMCO StocksPLUS® Instl PSTKX 0.77 4.66 -7.05 -5.02 14.09 9.22
PIMCO StocksPLUS® I-3 PSTNX 0.72 4.57 -7.20 --- --- ---
PGIM QMA Large-Cap Core Equity Z PTEZX 1.26 5.34 -7.68 -6.00 13.22 8.92
PGIM QMA Large-Cap Core Equity A PTMAX 1.23 5.34 -7.73 -6.23 12.94 8.63
PGIM QMA Large-Cap Core Equity B PTMBX 1.12 5.27 -7.95 -7.13 12.00 7.77
PGIM QMA Large-Cap Core Equity C PTMCX 1.11 5.26 -7.89 -6.89 12.12 7.82
PGIM QMA Large-Cap Core Equity R6 PTMQX 1.26 5.34 -7.67 -5.89 --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX 0.91 4.81 -7.44 -5.26 15.40 9.06
PIMCO StocksPLUS® Absolute Return I2 PTOPX 0.89 4.67 -7.41 -5.07 15.68 9.37
Putnam Research Y PURYX 2.02 5.13 -5.53 -3.49 14.50 9.05
Pioneer Core Equity Y PVFYX 0.87 4.96 -7.03 -7.55 12.37 7.40
Virtus Rampart Sector Trend A PWBAX -6.09 0.00 -9.22 -9.90 6.04 2.45
Virtus Rampart Sector Trend C PWBCX -6.17 -0.09 -9.36 -10.60 5.26 1.67
Principal Capital Appreciation Inst PWCIX 1.19 4.09 -4.94 -2.80 13.10 9.00
Pax ESG Beta Quality Institutional PWGIX 0.62 4.07 -4.10 -3.18 12.39 8.29
Pax ESG Beta Dividend Fund Institutional PXDIX 0.33 3.47 -5.22 -3.77 --- ---
Pax ESG Beta Quality A PXGAX 0.54 4.03 -4.18 -3.44 12.10 8.02
Virtus Rampart Enhanced Core Equity I PXIIX -0.42 4.30 -6.90 -10.38 11.42 8.13
Pax ESG Beta Quality Individual Investor PXWGX 0.54 4.08 -4.17 -3.43 12.10 8.01
Pioneer Y PYODX 0.35 3.23 -4.98 -2.21 13.69 8.59
Federated MDT Large Cap Growth A QALGX 2.15 5.45 -7.75 1.70 16.01 8.83
Federated MDT Large Cap Growth B QBLGX 2.06 5.39 -7.94 0.93 15.12 8.01
AQR Large Cap Multi-Style I QCELX 1.14 4.32 -9.05 -10.10 10.89 6.96
AQR Large Cap Multi-Style N QCENX 1.13 4.33 -9.11 -10.31 10.60 6.70
AQR Large Cap Multi-Style R6 QCERX 1.18 4.32 -9.01 -9.96 10.99 ---
Federated MDT Large Cap Growth C QCLGX 2.06 5.41 -7.94 0.96 15.13 8.01
Pear Tree Quality Institutional QGIAX -0.53 2.48 -6.73 -1.65 15.07 10.11
Federated MDT Large Cap Growth Instl QILGX 2.16 5.49 -7.71 1.99 16.32 9.12
AQR Large Cap Relaxed Constraint Eq I QLRIX 1.35 3.49 -6.99 -10.31 --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX 1.21 3.39 -7.12 -10.65 --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX 1.37 3.49 -6.96 -10.28 --- ---
AQR TM Large Cap Multi-Style I QTLLX 1.32 4.50 -8.82 -9.17 11.25 ---
AQR TM Large Cap Multi-Style N QTLNX 1.20 4.40 -8.96 -9.44 10.96 ---
AQR TM Large Cap Multi-Style R6 QTLRX 1.25 4.41 -8.86 -9.07 11.33 ---
AQR Large Cap Defensive Style R6 QUERX -0.54 2.89 -4.29 0.27 14.47 ---
Victory RS Large Cap Alpha R RCEKX 1.80 5.97 -6.26 -7.97 9.77 6.14
Victory RS Large Cap Alpha Y RCEYX 1.87 6.02 -6.10 -7.43 10.40 6.77
Rock Oak Core Growth RCKSX 2.29 5.92 -10.15 -2.77 16.30 7.09
T. Rowe Price US Large-Cap Core I RCLIX -0.40 3.59 -5.01 -3.08 --- ---
Victory RS Large Cap Alpha C RCOCX 1.79 5.98 -6.35 -8.37 9.29 5.69
Columbia Disciplined Core C RDCEX 1.59 4.33 -6.59 -3.81 12.91 8.52
Russell Inv Equity Income E REAEX 1.50 5.52 -7.04 -6.94 12.30 7.59
Russell Inv Equity Income Y REAYX 1.60 5.56 -6.90 -6.49 --- ---
Aspiration Redwood REDWX 1.59 6.41 -6.66 -6.30 15.54 ---
Russell Inv Sustainable Equity A REQAX 0.29 3.05 -4.29 -2.84 11.57 8.48
Russell Inv Sustainable Equity C REQCX 0.23 3.03 -4.46 -3.56 10.75 7.67
Russell Inv Sustainable Equity E REQEX 0.31 3.06 -4.30 -2.83 11.58 8.48
Russell Inv Equity Income C REQSX 1.49 5.48 -7.16 -7.61 11.48 6.79
Russell Inv Sustainable Equity S REQTX 0.33 3.09 -4.20 -2.53 11.88 8.77
Glenmede Responsible ESG US Equity RESGX 1.85 4.75 -5.49 -5.44 15.79 ---
Russell Inv Tax-Managed US Large Cap S RETSX 1.37 4.45 -6.54 -6.54 12.12 7.85
Russell Inv Sustainable Equity Y REUYX 0.34 3.09 -4.17 -2.40 12.08 8.97
American Funds Fundamental Invs R2E RFEBX 1.34 4.33 -5.43 -6.95 13.37 ---
American Funds Fundamental Invs R1 RFNAX 1.30 4.31 -5.51 -7.25 13.02 7.98
American Funds Fundamental Invs R2 RFNBX 1.30 4.31 -5.51 -7.23 13.03 8.00
American Funds Fundamental Invs R3 RFNCX 1.34 4.31 -5.40 -6.82 13.53 8.46
American Funds Fundamental Invs R4 RFNEX 1.38 4.33 -5.33 -6.54 13.87 8.79
American Funds Fundamental Invs R5 RFNFX 1.41 4.36 -5.25 -6.24 14.23 9.12
American Funds Fundamental Invs R6 RFNGX 1.41 4.36 -5.23 -6.20 14.28 9.17
American Funds Fundamental Invs R5E RFNHX 1.40 4.35 -5.27 -6.34 14.08 ---
American Funds Invmt Co of Amer R2E RIBEX 0.23 3.52 -6.71 -7.00 12.33 ---
American Funds Invmt Co of Amer R1 RICAX 0.18 3.48 -6.80 -7.29 11.97 7.15
American Funds Invmt Co of Amer R2 RICBX 0.20 3.50 -6.80 -7.29 11.98 7.16
American Funds Invmt Co of Amer R3 RICCX 0.24 3.52 -6.68 -6.87 12.48 7.63
American Funds Invmt Co of Amer R4 RICEX 0.28 3.55 -6.62 -6.58 12.82 7.96
American Funds Invmt Co of Amer R5 RICFX 0.28 3.54 -6.54 -6.32 13.16 8.28
American Funds Invmt Co of Amer R6 RICGX 0.30 3.57 -6.53 -6.25 13.22 8.34
American Funds Invmt Co of Amer R5E RICHX 0.28 3.54 -6.57 -6.40 13.03 ---
Russell Inv Equity Income S RLISX 1.56 5.50 -6.96 -6.66 12.62 7.87
Lazard US Equity Concentrated R6 RLUEX -0.82 2.63 -6.03 -7.64 --- ---
Lazard US Equity Select R6 RLUSX -0.11 3.32 -6.84 -4.15 12.34 ---
T. Rowe Price Capital Opportunity R RRCOX 1.03 4.86 -6.28 -4.37 13.56 8.89
Russell Inv US Strategic Equity A RSEAX 1.97 5.90 -8.02 -7.97 11.96 7.26
Russell Inv US Strategic Equity C RSECX 1.99 5.92 -8.18 -8.68 11.15 6.46
Russell Inv US Strategic Equity E RSEEX 2.04 5.88 -8.00 -8.01 11.97 7.24
Russell Inv US Strategic Equity S RSESX 2.04 5.89 -8.01 -7.79 12.26 7.51
Russell Inv US Dynamic Equity A RSGAX 3.19 6.90 -8.74 -10.75 12.60 6.96
Russell Inv US Dynamic Equity C RSGCX 3.34 6.91 -8.71 -11.26 11.82 6.17
Russell Inv US Dynamic Equity E RSGEX 3.30 6.86 -8.71 -10.69 12.62 6.95
Russell Inv US Dynamic Equity S RSGSX 3.30 6.93 -8.59 -10.46 12.94 7.23
Russell Inv US Dynamic Equity Y RSGTX 3.26 6.91 -8.61 -10.35 13.12 7.44
Columbia Disciplined Core Inst2 RSIPX 1.65 4.43 -6.33 -2.77 14.12 9.70
Russell Inv Equity Income A RSQAX 1.54 5.53 -6.99 -6.92 12.33 7.59
Russell Inv Multifactor US Equity A RTDAX 1.36 4.95 -7.27 --- --- ---
Russell Inv Multifactor US Equity C RTDCX 1.29 4.94 -7.40 --- --- ---
Russell Inv Multifactor US Equity R6 RTDRX 1.41 4.94 -7.14 -6.15 --- ---
Russell Inv Multifactor US Equity S RTDSX 1.35 4.85 -7.20 -6.33 13.25 ---
Russell Inv Multifactor US Equity M RTDTX 1.40 4.94 -7.14 -6.17 13.42 ---
Russell Inv Multifactor US Equity Y RTDYX 1.41 4.94 -7.14 -6.14 13.47 ---
Russell Inv Tax-Managed US Large Cap A RTLAX 1.35 4.47 -6.58 -6.75 11.84 7.59
Russell Inv Tax-Managed US Large Cap C RTLCX 1.28 4.42 -6.76 -7.46 11.00 6.77
Russell Inv Tax-Managed US Large Cap E RTLEX 1.34 4.45 -6.58 -6.77 11.85 7.58
Russell Inv Tax-Managed US Large Cap M RTMTX 1.37 4.48 -6.49 -6.44 --- ---
Russell 3000 PR USD RUA 0.98 4.84 -6.98 -5.89 11.84 6.83
Russell 1000 PR USD RUI 0.82 4.61 -6.83 -5.77 11.74 7.04
Russell Inv US Strategic Equity Y RUSPX 2.11 5.89 -7.87 --- --- ---
Russell Inv US Strategic Equity M RUSTX 1.99 5.89 -7.98 -7.70 --- ---
American Funds Washington Mutual R2E RWEBX 0.32 3.20 -4.19 -3.79 13.42 ---
American Funds Washington Mutual R1 RWMAX 0.29 3.17 -4.27 -4.09 13.07 7.89
American Funds Washington Mutual R2 RWMBX 0.29 3.19 -4.26 -4.06 13.08 7.91
American Funds Washington Mutual R3 RWMCX 0.35 3.22 -4.16 -3.65 13.58 8.37
American Funds Washington Mutual R4 RWMEX 0.36 3.21 -4.09 -3.35 13.92 8.70
American Funds Washington Mutual R5 RWMFX 0.40 3.26 -3.99 -3.05 14.27 9.02
American Funds Washington Mutual R6 RWMGX 0.41 3.26 -3.99 -3.01 14.32 9.08
American Funds Washington Mutual R5E RWMHX 0.40 3.24 -4.01 -3.13 14.14 ---
Rydex S&P 500 A RYSOX 0.64 4.35 -6.86 -5.57 12.03 7.63
Rydex S&P 500 H RYSPX 0.67 4.37 -6.84 -5.55 12.03 7.62
Rydex S&P 500 C RYSYX 0.58 4.31 -7.03 -6.27 11.18 6.82
SA US Core Market Select SAALX 0.78 4.46 -6.94 -3.87 --- ---
Spirit of America Large Cap Value C SACVX 0.47 4.27 -7.79 -7.67 --- ---
SA US Core Market Investor SAMKX 0.76 4.44 -7.00 -4.09 13.86 8.53
Barrett Opportunity SAOPX 0.35 3.18 -6.63 -9.49 13.24 6.79
ClearBridge Appreciation C SAPCX -0.23 2.87 -5.63 -3.55 11.31 7.39
ClearBridge Appreciation I SAPYX -0.14 2.92 -5.40 -2.59 12.45 8.48
ClearBridge Dividend Strategy C SBPLX 0.99 4.11 -2.94 -4.86 12.12 7.20
AmericaFirst Large Cap Shr Buyback A SBQAX -0.10 3.99 -10.40 -9.08 --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX 0.00 4.02 -6.55 -4.55 --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX -0.19 3.92 -6.87 -5.66 --- ---
QS S&P 500 Index D SBSDX 0.76 4.42 -6.47 -4.27 13.54 9.05
QS S&P 500 Index A SBSPX 0.72 4.41 -6.53 -4.46 13.31 8.83
DWS Core Equity S SCDGX 1.48 5.04 -7.63 -4.78 13.56 9.16
SEI Large Cap Disciplined Eq A (SIIT) SCPAX 1.10 4.65 -7.16 -6.16 12.11 8.52
DWS S&P 500 Index S SCPIX -0.79 4.43 -6.11 -3.87 13.69 9.15
Touchstone Large Cap Focused Instl SCRLX -0.09 3.91 -5.81 -2.29 14.84 ---
Touchstone Large Cap Focused C SCSCX -0.19 3.87 -6.09 -3.38 13.53 8.18
SEI Dynamic Asset Allocation A (SIIT) SDLAX 0.93 4.80 -6.13 -6.72 12.27 10.05
Sit Dividend Growth I SDVGX 0.29 3.11 -6.31 -6.61 11.42 7.77
Sit Dividend Growth S SDVSX 0.21 3.04 -6.42 -6.90 11.13 7.49
SEI Dynamic Asset Allocation F (SIMT) SDYAX 0.95 4.80 -6.29 -7.30 11.56 ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX 0.90 4.80 -6.24 -7.10 11.79 ---
Guggenheim StylePlus - Large Core A SECEX 0.35 4.36 -7.51 -6.53 13.33 9.17
Crossmark Steward Lrg Cap Enh Idx C SEEBX 1.10 4.85 -6.99 -8.06 --- ---
Crossmark Steward Lrg Cap Enh Idx Instl SEECX 1.09 4.88 -6.59 -6.24 13.01 7.88
Crossmark Steward Lrg Cap Enh Idx R6 SEEHX 1.11 4.86 -6.81 -8.05 --- ---
Crossmark Steward Lrg Cap Enh Idx A SEEKX 1.06 4.87 -6.66 -6.51 12.66 7.53
SEI US Equity Factor Allocation A (SIIT) SEHAX 1.61 4.73 -5.62 --- --- ---
Touchstone Large Cap Focused A SENCX -0.10 3.90 -5.89 -2.59 14.44 9.04
Sit ESG Growth S SESGX 0.51 2.90 -5.28 -8.14 --- ---
Guggenheim StylePlus - Large Core C SFECX 0.28 4.32 -7.75 -7.39 12.33 8.18
Guggenheim StylePlus - Large Core P SFEPX 0.38 4.41 -7.50 -6.83 13.20 ---
Summit GI US Low Volatility Equity C SGICX 0.66 3.32 -5.80 -0.32 10.06 ---
Columbia Contrarian Core V SGIEX 0.32 4.64 -7.85 -8.54 10.73 7.74
ClearBridge Appreciation A SHAPX -0.18 2.90 -5.47 -2.92 12.12 8.15
Stone Harbor 500 Plus Instl SHERX -0.46 3.38 -7.47 -4.93 --- ---
Touchstone Large Cap Focused Y SICWX -0.09 3.92 -5.84 -2.36 14.74 9.33
Summit GI US Low Volatility Equity I SILVX 0.78 3.40 -5.59 0.63 11.32 9.37
Selected American Shares D SLADX 2.87 6.54 -7.97 -12.67 12.52 7.25
Selected American Shares S SLASX 2.87 6.55 -8.05 -12.95 12.17 6.90
SEI Large Cap A (SIIT) SLCAX 1.26 4.51 -5.86 -5.77 11.67 7.50
Selective Opportunity Service SLCSX 4.86 7.53 -3.78 --- --- ---
Selective Opportunity Foundation SLCTX 4.87 7.54 -3.72 13.38 --- ---
Saratoga Large Capitalization Value I SLCVX 2.68 8.74 -5.21 -12.67 5.91 2.03
SEI Large Cap F (SIMT) SLGAX 1.63 5.13 -5.81 -5.87 12.41 7.39
SEI Large Cap Index F (SIMT) SLGFX 0.90 4.64 -6.43 --- --- ---
Saratoga Large Capitalization Value C SLVCX 2.58 8.71 -5.48 -13.58 4.83 1.03
Saratoga Large Capitalization Value A SLVYX 2.56 8.69 -5.34 -13.09 5.46 1.61
SEI Large Cap Y (SIMT) SLYCX 1.61 5.13 -5.81 -5.63 12.69 ---
Columbia Contrarian Core Inst SMGIX 0.36 4.70 -7.76 -8.31 11.01 8.02
Schroder North American Equity Inv SNAEX 1.05 4.22 -6.30 -4.37 13.38 8.58
Schwab 1000 Index® SNXFX 1.01 4.71 -6.34 -4.06 13.78 8.94
Spirit of America Large Cap Value A SOAVX 0.56 4.32 -7.64 -7.00 10.71 6.51
ClearBridge Dividend Strategy A SOPAX 1.00 4.10 -2.79 -4.21 12.88 7.94
ClearBridge Dividend Strategy I SOPYX 1.10 4.12 -2.69 -3.87 13.22 8.28
Shelton S&P 500 Index Direct SPFIX 0.73 4.36 -6.57 -4.29 13.67 9.18
Invesco S&P 500 Index A SPIAX 0.68 4.40 -6.56 -4.44 13.29 8.82
Invesco S&P 500 Index C SPICX 0.63 4.37 -6.73 -5.19 12.47 8.02
Invesco S&P 500 Index Y SPIDX 0.71 4.43 -6.47 -4.22 13.56 9.10
SEI S&P 500 Index I (SIMT) SPIIX 0.71 4.40 -6.54 -4.54 13.21 8.77
SEI S&P 500 Index A (SIIT) SPINX 0.80 4.47 -6.43 -3.93 13.90 9.42
Invesco S&P 500 Index R6 SPISX 0.75 4.46 -6.44 -4.16 --- ---
PGIM Jennison Equity Income A SPQAX 0.36 3.16 -6.51 -7.00 8.83 4.17
Shelton S&P 500 Index K SPXKX 0.69 4.35 -6.69 -4.78 13.11 8.63
MFS Equity Opportunities A SRFAX 2.46 6.22 -6.53 -10.86 9.30 5.07
MFS Equity Opportunities B SRFBX 2.40 6.18 -6.72 -11.52 8.48 4.28
MFS Equity Opportunities C SRFCX 2.35 6.15 -6.77 -11.56 8.47 4.27
MFS Equity Opportunities R1 SRFDX 2.40 6.16 -6.72 -11.50 8.49 4.28
MFS Equity Opportunities R2 SRFEX 2.41 6.21 -6.62 -11.09 9.03 4.80
MFS Equity Opportunities R3 SRFFX 2.43 6.20 -6.57 -10.88 9.30 5.06
MFS Equity Opportunities R4 SRFGX 2.44 6.23 -6.50 -10.62 9.58 5.33
MFS Equity Opportunities R6 SRFHX 2.48 6.25 -6.47 -10.56 9.68 5.43
MFS Equity Opportunities I SRFIX 2.49 6.21 -6.50 -10.63 9.57 5.32
Sarofim Equity SRFMX -0.58 3.19 -6.40 -6.97 12.00 ---
Gabelli ESG A SRIAX -1.51 4.08 -8.26 -14.92 6.20 2.81
Gabelli ESG C SRICX -1.57 4.11 -8.40 -15.51 5.42 2.04
Gabelli ESG I SRIDX -1.55 4.14 -8.21 -14.67 6.45 3.06
Gabelli ESG AAA SRIGX -1.59 4.08 -8.26 -14.91 6.20 2.81
Victory Diversified Stock A SRVEX 3.36 5.93 -6.30 -11.48 9.53 5.39
State Street Equity 500 Index II SSEYX 0.73 4.42 -6.42 -4.01 13.94 ---
State Street Equity 500 Index R SSFRX 0.66 4.38 -6.58 -4.63 13.16 8.68
SEI S&P 500 Index F (SIMT) SSPIX 0.74 4.41 -6.45 -4.15 13.53 9.04
State Street Equity 500 Index A SSSVX 0.71 4.38 -6.47 -4.31 13.40 ---
State Street Equity 500 Index I SSSWX 0.71 4.38 -6.42 -4.08 13.69 ---
State Street Equity 500 Index K SSSYX 0.74 4.43 -6.42 -4.01 13.85 ---
Victory Special Value A SSVSX 3.00 5.63 -6.49 -11.69 9.12 4.43
State Street Equity 500 Index Svc STBIX 0.73 4.38 -6.50 -4.29 13.57 9.07
Stralem Equity STEFX 1.06 4.63 -3.27 -3.92 10.43 6.64
State Street Equity 500 Index Adm STFAX 0.69 4.38 -6.48 -4.20 13.68 9.17
State Farm Growth STFGX -0.64 1.87 -5.90 -6.62 11.83 7.05
SEI Tax-Managed Large Cap Y (SIMT) STLYX 1.31 4.64 -6.02 -5.37 12.35 ---
BlackRock Exchange BlackRock STSEX -1.79 1.90 -6.77 -4.62 11.60 6.99
State Street Instl US Equity Inv SUSIX 1.37 4.69 -5.29 -2.04 13.91 8.31
State Street Instl US Equity Svc SUSSX 1.38 4.69 -5.42 -2.32 13.62 8.04
DWS Core Equity A SUWAX 1.41 4.96 -7.71 -5.08 13.24 8.84
DWS Core Equity C SUWCX 1.38 4.94 -7.90 -5.80 12.37 8.01
DWS Core Equity Inst SUWIX 1.48 5.03 -7.64 -4.78 13.59 9.19
DWS Core Equity R SUWTX 1.40 5.00 -7.77 -5.46 12.79 8.40
DWS Core Equity T SUWUX 1.46 5.00 -7.66 -4.98 --- ---
DWS Core Equity R6 SUWZX 1.46 5.03 -7.63 -4.70 13.66 ---
SSgA S&P 500 Index N SVSPX 0.74 4.45 -6.44 -4.12 13.75 9.28
Schwab Core Equity SWANX 1.83 5.23 -6.81 -7.53 11.77 7.91
Schwab® S&P 500 Index SWPPX 0.78 4.44 -6.40 -3.93 13.87 9.37
Schwab Total Stock Market Index SWTSX 1.17 4.96 -6.52 -4.14 13.95 8.84
DWS S&P 500 Index A SXPAX -0.80 4.40 -6.16 -4.09 13.41 8.86
DWS S&P 500 Index C SXPCX -0.86 4.37 -6.35 -4.76 12.61 8.09
DWS S&P 500 Index R6 SXPRX -0.77 4.43 -6.09 -3.76 --- ---
Touchstone Large Cap A TACLX 0.12 2.25 -7.68 -8.14 10.78 ---
T. Rowe Price Dividend Growth Advisor TADGX -0.07 3.19 -3.69 -0.95 13.33 9.08
JHancock Fundamental Large Cap Core A TAGRX 4.57 8.24 -7.60 -11.08 11.35 7.03
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX 1.55 4.98 -5.91 -5.19 13.77 ---
TIAA-CREF Equity Index Premier TCEPX 1.17 4.96 -6.51 -4.25 13.85 8.75
TIAA-CREF Equity Index Advisor TEIHX 1.17 4.95 -6.49 -4.19 13.95 ---
TIAA-CREF Equity Index W TEQWX 1.17 4.89 -6.48 --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX 1.55 4.90 -5.99 -5.35 13.53 ---
Touchstone Large Cap C TFCCX 0.08 2.28 -7.79 -8.80 9.99 ---
Touchstone Focused C TFFCX 0.91 5.03 -7.12 -8.04 9.33 5.19
Touchstone Focused Instl TFFIX 1.01 5.11 -6.83 -6.99 10.56 6.39
Touchstone Focused Y TFFYX 1.00 5.10 -6.85 -7.05 10.48 6.29
Touchstone Focused A TFOAX 0.98 5.10 -6.92 -7.34 10.15 5.99
T. Rowe Price Growth & Income I TGTIX -0.39 3.61 -4.96 -3.01 --- ---
Thompson LargeCap THPGX 3.39 7.64 -6.80 -9.70 13.76 6.69
TIAA-CREF Social Choice Eq Advisor TICHX 1.52 4.95 -5.67 -4.77 14.10 ---
TIAA-CREF Social Choice Eq Retail TICRX 1.58 4.96 -5.66 -4.93 13.83 7.86
TIAA-CREF Equity Index Instl TIEIX 1.17 4.89 -6.49 -4.10 14.02 8.91
TIAA-CREF Equity Index Retail TINRX 1.14 4.91 -6.57 -4.36 13.71 8.59
TIAA-CREF Equity Index R TIQRX 1.15 4.92 -6.55 -4.39 13.73 8.63
TIAA-CREF S&P 500 Index Advisor TISAX 0.77 4.44 -6.44 -4.10 13.77 ---
TIAA-CREF Social Choice Eq Instl TISCX 1.58 4.95 -5.63 -4.68 14.15 8.15
TIAA-CREF S&P 500 Index Instl TISPX 0.77 4.43 -6.41 -3.95 13.86 9.38
Transamerica Large Core R4 TLAFX 0.80 4.27 -6.57 -6.34 12.51 8.00
Transamerica Large Core R TLARX 0.83 4.27 -6.63 -6.56 --- ---
Transamerica Large Core I3 TLATX 0.78 4.15 -6.59 -6.16 --- ---
Touchstone Large Cap Institutional TLCIX 0.19 2.33 -7.57 -7.77 11.21 ---
Touchstone Large Cap Y TLCYX 0.15 2.25 -7.62 -7.95 11.04 ---
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX 1.55 4.99 -5.98 -5.41 13.47 ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX 1.29 4.64 -6.08 -5.57 12.07 7.11
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX 1.55 4.98 -5.89 -5.11 13.84 ---
Tocqueville TOCQX 0.53 3.79 -4.04 -7.03 11.70 6.42
Toreador Core Investor TORLX 1.82 5.54 -7.04 -8.76 14.40 7.65
Toreador Core Institutional TORZX 1.81 5.52 -7.03 -8.59 14.65 7.90
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX 1.54 4.96 -5.94 -5.23 13.69 ---
Trend Aggregation Dividend And Inc Instl TRDVX -0.81 1.73 -4.55 --- --- ---
Patriot A TRFAX 0.67 4.92 -5.80 -6.24 10.31 8.17
Patriot C TRFCX 0.57 4.92 -5.94 -6.88 9.53 7.39
Patriot I TRFTX 0.72 4.94 -5.68 -5.92 10.62 8.46
T. Rowe Price Instl US Structured Rsrch TRISX 1.24 4.94 -5.96 -3.58 14.43 9.67
TIAA-CREF Social Choice Eq Premier TRPSX 1.52 4.97 -5.67 -4.87 13.96 7.98
TIAA-CREF Social Choice Eq Retire TRSCX 1.49 4.93 -5.68 -4.94 13.84 7.88
TIAA-CREF S&P 500 Index Retire TRSPX 0.78 4.42 -6.45 -4.19 13.60 9.12
T. Rowe Price US Large-Cap Core TRULX -0.40 3.55 -5.06 -3.25 11.95 9.27
JHancock Fundamental Large Cap Core B TSGWX 4.47 8.18 -7.78 -11.75 10.51 6.23
Transamerica Stock Index R4 TSTFX 0.68 4.39 -6.55 -4.28 13.57 9.12
Transamerica Stock Index R TSTRX 0.69 4.39 -6.55 -4.53 --- ---
Thornburg Value A TVAFX 2.36 6.08 -7.47 -7.83 11.32 7.68
Thornburg Value C TVCFX 2.30 6.04 -7.69 -8.62 10.45 6.84
Thornburg Value I TVIFX 2.40 6.10 -7.38 -7.51 11.74 8.09
Thornburg Value R4 TVIRX 2.37 6.08 -7.44 -7.76 11.45 7.80
Thornburg Value R3 TVRFX 2.37 6.09 -7.47 -7.84 11.34 7.70
Thornburg Value R5 TVRRX 2.38 6.09 -7.40 -7.52 11.73 8.08
USAA Growth & Income Institutional UIGIX 1.63 5.53 -6.27 -8.01 13.12 ---
Pear Tree Quality Ordinary USBOX -0.55 2.43 -6.77 -1.99 14.71 9.80
USAA Growth & Income Adviser USGIX 1.59 5.49 -6.38 -8.32 12.74 7.19
USAA Growth & Income USGRX 1.63 5.52 -6.28 -8.08 13.05 7.48
Invesco US Managed Volatility R6 USMVX -1.57 2.73 -8.02 -6.50 --- ---
USAA S&P 500 Index Reward USPRX 0.76 4.43 -6.45 -4.07 13.77 9.29
USAA S&P 500 Index Member USSPX 0.76 4.46 -6.45 -4.14 13.67 9.18
Invesco Equally-Wtd S&P 500 A VADAX 1.28 5.51 -5.60 -6.01 12.83 7.71
Invesco Equally-Wtd S&P 500 C VADCX 1.20 5.47 -5.77 -6.71 12.03 6.93
Invesco Equally-Wtd S&P 500 Y VADDX 1.29 5.52 -5.53 -5.79 13.11 7.98
Invesco Equally-Wtd S&P 500 R6 VADFX 1.31 5.54 -5.51 -5.68 13.23 8.10
Invesco Equally-Wtd S&P 500 R VADRX 1.25 5.50 -5.66 -6.25 12.54 7.43
Virtus Rampart Equity Trend A VAPAX -1.99 0.51 -8.38 -10.00 6.59 0.84
Virtus Rampart Equity Trend C VAPCX -2.01 0.46 -8.55 -10.60 5.87 0.13
Virtus Rampart Equity Trend I VAPIX -1.97 0.43 -8.36 -9.78 6.82 1.08
Virtus Rampart Sector Trend I VARIX -6.14 0.00 -9.13 -9.68 6.31 2.71
VALIC Company I Core Equity VCCEX 0.81 4.39 -8.29 -6.75 13.60 7.61
VALIC Company I Growth & Income VCGAX 1.44 4.90 -6.11 -4.80 13.27 8.75
Voya Corporate Leaders 100 P3 VCLPX 1.34 5.19 -5.25 --- --- ---
Voya Corporate Leaders 100 R6 VCLRX 1.30 5.18 -5.37 -5.75 12.64 ---
VALIC Company II Socially Responsible VCSRX 0.77 4.21 -5.70 -4.92 12.91 9.00
Vanguard Dividend Appreciation Index Adm VDADX -0.73 2.63 -5.24 -2.48 13.74 8.41
Vanguard Dividend Appreciation Index Inv VDAIX -0.72 2.63 -5.25 -2.54 13.65 8.32
Vanguard Dividend Growth Inv VDIGX -0.84 2.49 -3.56 -0.69 11.98 8.76
Victory Diversified Stock C VDSCX 3.26 5.89 -6.55 -12.24 8.62 4.53
Victory Diversified Stock I VDSIX 3.38 6.01 -6.25 -11.26 9.83 5.68
Victory Diversified Stock R6 VDSRX 3.38 5.94 -6.24 -11.25 9.87 ---
Victory Diversified Stock Y VDSYX 3.36 6.00 -6.25 -11.31 9.76 5.63
Virtus Rampart Enhanced Core Equity R6 VECRX -0.42 4.31 -6.85 --- --- ---
Vanguard 500 Index Institutional Select VFFSX 0.77 4.44 -6.41 -3.92 --- ---
Vanguard 500 Index Admiral VFIAX 0.77 4.44 -6.42 -3.95 13.90 9.42
Vanguard 500 Index Investor VFINX 0.76 4.43 -6.44 -4.04 13.79 9.30
Vanguard FTSE Social Index I VFTNX 1.21 4.52 -5.73 -2.80 14.93 10.02
Vanguard FTSE Social Index Inv VFTSX 1.20 4.52 -5.75 -2.86 14.82 9.94
Vanguard Growth & Income Adm VGIAX 0.59 4.28 -6.99 -4.27 13.50 9.44
USA Mutuals Vice A VICAX -1.96 3.87 -9.28 -19.75 6.32 2.92
USA Mutuals Vice C VICCX -2.03 3.82 -9.44 -20.18 5.60 2.18
USA Mutuals Vice Investor VICEX -1.98 3.85 -9.30 -19.63 6.35 2.95
USA Mutuals Vice Institutional VICVX -1.99 3.87 -9.24 -19.31 6.69 ---
Victory Institutional Diversified Stock VIDSX 2.89 5.63 -6.79 -12.67 9.28 5.34
Vanguard Institutional Index Instl Pl VIIIX 0.77 4.44 -6.41 -3.93 13.93 9.45
Vanguard Institutional Index I VINIX 0.77 4.44 -6.42 -3.94 13.91 9.42
Voya Index Plus LargeCap Port ADV VIPAX 1.63 4.88 -5.95 --- --- ---
Vanguard Instl Ttl Stk Mkt Idx I VITNX 1.19 4.95 -6.42 -3.97 14.09 8.95
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX 1.20 4.95 -6.42 -3.97 14.10 8.97
Vanguard Total Stock Market Idx I VITSX 1.17 4.94 -6.44 -4.00 14.07 8.92
Vanguard Large Cap Index Investor VLACX 0.85 4.51 -6.31 -4.03 13.83 9.15
Vanguard Large Cap Index Admiral VLCAX 0.87 4.52 -6.28 -3.90 13.97 9.28
VALIC Company I Large Cap Core VLCCX 0.18 4.53 -7.75 -8.25 10.99 8.05
Vanguard Large Cap Index Institutional VLISX 0.87 4.51 -6.28 -3.90 13.98 9.29
Vanguard Mega Cap Index Institutional VMCTX 0.74 4.24 -6.32 -3.31 14.37 9.70
Vanguard PRIMECAP Core Inv VPCCX 1.03 4.19 -6.97 -5.62 15.21 10.86
Voya US Stock Index P2 VPSPX 0.78 4.45 -6.42 -4.03 --- ---
Vanguard Growth & Income Inv VQNPX 0.58 4.28 -7.00 -4.37 13.37 9.32
Vanguard Russell 1000 Index I VRNIX 0.99 4.68 -6.34 -4.00 13.85 9.08
Virtus Rampart Equity Trend R6 VRPAX -1.96 0.50 -8.37 -9.67 6.99 ---
Vanguard Russell 3000 Index I VRTTX 1.15 4.91 -6.51 -4.15 13.91 8.84
Vanguard Total Stock Mkt Idx Instl Pls VSMPX 1.17 4.94 -6.43 -4.00 14.09 ---
Victory Special Value I VSPIX 3.00 5.61 -6.46 -11.62 9.21 4.59
VALIC Company I Stock Index VSTIX 0.73 4.42 -6.48 -4.24 13.57 9.08
Vanguard Total Stock Mkt Idx Instl Sel VSTSX 1.18 4.94 -6.43 -3.98 --- ---
Victory Special Value C VSVCX 2.93 5.59 -6.69 -12.53 8.11 3.48
Victory Special Value R VSVGX 2.95 5.60 -6.58 -11.96 8.80 4.13
Victory Special Value Y VSVYX 3.04 5.64 -6.41 -11.53 9.39 4.69
Vanguard Tax-Managed Capital App I VTCIX 1.04 4.66 -6.31 -4.12 14.17 9.32
Vanguard Tax-Managed Capital App Adm VTCLX 1.04 4.66 -6.31 -4.15 14.13 9.28
Vanguard Total Stock Mkt Idx Adm VTSAX 1.18 4.94 -6.44 -4.01 14.07 8.91
Vanguard Total Stock Mkt Idx Inv VTSMX 1.16 4.91 -6.47 -4.12 13.94 8.79
Vulcan Value Partners VVPLX 2.64 5.34 -8.69 -9.56 11.39 5.70
Westfield Capital Dividend Growth Inv WCDGX 1.57 3.42 -8.24 -3.04 12.22 7.13
Westfield Capital Dividend Growth Instl WDIVX 1.63 3.54 -8.13 -2.83 12.50 7.32
TETON Westwood Equity A WEECX 0.09 3.99 -5.90 -5.90 11.10 7.00
TETON Westwood Equity I WEEIX 0.09 3.91 -5.82 -5.47 11.64 7.48
TETON Westwood Equity C WEQCX 0.00 3.86 -6.03 -6.40 10.54 6.45
TETON Westwood Equity AAA WESWX 0.09 3.99 -5.82 -5.61 11.38 7.27
Wells Fargo Diversified Equity C WFDEX 1.56 4.95 -6.80 -7.69 10.83 5.25
Wells Fargo Index A WFILX 0.73 4.42 -6.50 -4.35 13.44 8.93
Wells Fargo Index C WFINX 0.68 4.41 -6.68 -5.06 12.60 8.12
Wells Fargo Index Admin WFIOX 0.76 4.45 -6.46 -4.15 13.67 9.19
Wilshire 5000 Index Invmt WFIVX 1.13 4.84 -6.46 -4.47 13.42 8.51
Wells Fargo Large Cap Core Admin WFLLX 1.88 4.55 -8.09 -8.84 12.10 7.77
iShares S&P 500 Index K WFSPX 0.76 4.41 -6.38 -3.92 13.90 9.41
Westwood LargeCap Value Institutional WHGLX -0.03 3.86 -5.68 -5.18 11.99 7.78
Wilshire 5000 Index Instl WINDX 1.14 4.79 -6.40 -4.23 13.73 8.79
Wells Fargo Factor Enhanced Large Cap WLECX -0.11 3.57 -4.40 -2.68 --- ---
Wells Fargo Low Volatility US Eq Adm WLVDX -1.92 2.30 -3.73 -4.23 --- ---
Wells Fargo Low Volatility US Eq R6 WLVJX -1.92 2.30 -3.64 -3.90 --- ---
Wells Fargo Low Volatility US Eq C WLVKX -2.02 2.20 -3.92 -5.00 --- ---
Wells Fargo Low Volatility US Eq A WLVLX -1.92 2.30 -3.75 -4.33 --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX -1.92 2.30 -3.64 -3.97 --- ---
American Funds Washington Mutual F2 WMFFX 0.39 3.24 -3.99 -3.10 14.21 8.97
Wilmington Large-Cap Strategy Instl WMLIX 1.07 4.65 -6.46 -4.32 13.80 9.22
White Oak Select Growth WOGSX 2.62 5.51 -3.88 -1.59 15.83 10.26
Walden Equity WSEFX 0.09 3.34 -5.49 -3.13 13.72 8.28
American Funds Washington Mutual C WSHCX 0.31 3.21 -4.24 -4.04 13.10 7.91
American Funds Washington Mutual F1 WSHFX 0.38 3.25 -4.06 -3.37 13.90 8.68
Westwood LargeCap Value A WWLAX -0.10 3.85 -5.79 -5.44 11.70 7.50
Russell Top 200 TR USD XIUSA000KU 0.73 4.21 -6.48 -3.06 14.48 9.92
Russell 1000 TR USD XIUSA000O4 0.97 4.68 -6.35 -3.95 13.98 9.19
Russell 3000 TR USD XIUSA000O6 1.13 4.91 -6.51 -4.11 14.04 8.92
Russell Top 200 PR USD XIUSA04FN4 0.58 4.12 -6.97 -4.95 12.12 7.62
AMG Yacktman Focused N YAFFX 0.05 2.08 1.10 3.26 14.47 8.19
AMG Yacktman Focused I YAFIX 0.03 2.03 1.12 3.43 14.69 8.38
YCG Enhanced YCGEX 1.55 4.47 -1.37 -1.54 12.10 8.68
AMG Yacktman Focused Sec Selectn Only I YFSIX 2.04 3.35 1.79 3.06 --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX 2.04 3.43 1.87 3.14 --- ---
Content Partners