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Large Blend: Total Returns

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Data through 5/17/2013. 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 7.75 17.32 9.68 30.37 14.34 4.40
Alpine Accelerating Dividend A AAADX 3.93 15.57 7.51 25.59 --- ---
Alpine Accelerating Dividend A LW AAADX.LW 3.93 15.57 7.51 25.59 --- ---
Alpine Accelerating Dividend Instl AADDX 6.85 17.17 8.98 29.75 15.60 ---
American Beacon S&P 500 Idx Inv AAFPX 7.66 17.67 10.20 29.89 15.37 4.99
ING Core Equity Research A AAGIX 8.30 15.36 9.14 28.67 14.87 4.52
ING Core Equity Research A Load Waived AAGIX.LW 8.30 15.36 9.14 28.67 14.87 4.52
Thrivent Large Cap Stock A AALGX 6.89 14.76 7.16 26.66 10.89 1.97
Thrivent Large Cap Stock A Load Waived AALGX.LW 6.89 14.76 7.16 26.66 10.89 1.97
ASTON/Herndon Large Cap Value N AALIX 8.36 15.46 7.39 25.43 15.33 ---
American Beacon S&P 500 Idx Instl AASPX 7.64 17.80 10.28 30.53 15.92 5.46
Invesco Van Kampen Exchange ACEHX 6.37 16.08 8.09 24.85 14.16 3.83
American Century Legacy Foc Lg Cap R ACFCX 9.17 17.55 10.67 26.83 13.42 -0.96
American Century Legacy Foc Lg Cap Adv ACFDX 9.20 17.64 10.69 27.18 13.69 -0.72
American Century Legacy Foc Lg Cap Inv ACFOX 9.23 17.72 10.81 27.52 13.95 -0.47
American Century Legacy Foc Lg Cap Instl ACFSX 9.20 17.87 10.87 27.66 14.21 -0.27
American Century NT Equity Growth Instl ACLEX 8.21 17.76 10.11 31.27 16.48 5.72
American Century NT Core Eq Pls Instl ACNKX 7.31 17.99 9.57 32.57 --- ---
American Century Core Equity Plus C ACPHX 7.15 17.45 9.19 31.10 --- ---
American Century Core Equity Plus Inst ACPKX 7.26 18.03 9.56 32.73 --- ---
American Century Core Equity Plus A ACPQX 7.19 17.76 9.41 32.11 --- ---
American Century Core Equity Plus A LW ACPQX.LW 7.19 17.76 9.41 32.11 --- ---
American Century Core Equity Plus Inv ACPVX 7.27 17.94 9.57 32.50 --- ---
American Century Core Equity Plus R ACPWX 7.21 17.69 9.33 31.84 --- ---
Alpine Dynamic Dividend A ADAVX 3.31 11.16 6.19 19.43 --- ---
Alpine Dynamic Dividend A Load Waived ADAVX.LW 3.31 11.16 6.19 19.43 --- ---
Alpine Dynamic Dividend Institutional ADVDX 6.23 12.15 7.12 22.77 7.39 -5.30
Advisory Research All Cap Value ADVGX 7.70 18.95 10.11 28.87 13.72 ---
ING Core Equity Research I AEGIX 8.33 15.53 9.17 29.12 15.23 4.83
ING Core Equity Research C AEICX 8.25 15.08 8.96 27.81 14.00 3.73
Ascendant MultiCap Equity A AEQAX 6.82 16.60 8.52 26.37 --- ---
Ascendant MultiCap Equity A Load Waived AEQAX.LW 6.82 16.60 8.52 26.37 --- ---
Ascendant MultiCap Equity C AEQCX 6.80 16.28 8.44 25.53 --- ---
Ascendant MultiCap Equity I AEQIX 6.85 16.76 8.63 26.83 --- ---
American Century Equity Growth C AEYCX 8.16 17.31 9.81 29.96 15.39 4.51
American Century Equity Growth R AEYRX 8.21 17.50 9.96 30.59 15.97 5.03
American Century Fundamental Equity A AFDAX 7.49 17.60 10.36 30.34 16.24 5.20
American Century Fundamental Equity A LW AFDAX.LW 7.49 17.60 10.36 30.34 16.24 5.20
American Century Fundamental Equity B AFDBX 7.41 17.28 10.18 29.31 15.36 4.40
American Century Fundamental Equity C AFDCX 7.41 17.27 10.17 29.39 15.38 4.41
American Century Fundamental Equity Inv AFDIX 7.47 17.71 10.40 30.64 16.54 5.46
American Century Fundamental Equity R AFDRX 7.45 17.53 10.33 30.02 15.97 4.93
American Century Fundamental Equity Inst AFEIX 7.52 17.83 10.51 30.91 16.77 5.67
American Funds Fundamental Invs B AFIBX 8.50 16.26 9.91 31.62 14.52 3.18
American Funds Fundamental Invs C AFICX 8.48 16.23 9.90 31.55 14.47 3.15
American Funds Fundamental Invs F-1 AFIFX 8.55 16.56 10.13 32.57 15.37 3.97
AAM/Bahl & Gaynor Income Growth A AFNAX 5.74 19.09 10.91 --- --- ---
AAM/Bahl & Gaynor Income Growth A LW AFNAX.LW 5.74 19.09 10.91 --- --- ---
AAM/Bahl & Gaynor Income Growth I AFNIX 5.76 19.04 10.86 --- --- ---
AAM/Bahl & Gaynor Income Growth C AFYCX 5.62 --- 10.52 --- --- ---
ING Core Equity Research B AGINX 8.26 15.11 8.96 27.80 14.00 3.73
Alger Growth & Income Z AGIZX 7.09 17.74 10.35 28.90 --- ---
Prudential Jennison Equity Income C AGOCX 5.93 15.47 9.03 27.03 13.94 6.42
CNI Charter Socially Rspnb Eq N AHRAX 9.21 17.89 10.26 30.26 11.91 3.08
ASTON/Herndon Large Cap Value I AHRNX 8.35 15.55 7.47 25.72 --- ---
CNI Charter Socially Rspnb Eq Instl AHSRX 9.19 18.02 10.30 30.48 12.18 3.33
American Funds Invmt Co of Amer B AICBX 7.49 16.74 11.19 29.69 13.11 3.96
American Funds Invmt Co of Amer C AICCX 7.49 16.74 11.20 29.63 13.06 3.92
American Funds Invmt Co of Amer F-1 AICFX 7.53 17.05 11.39 30.60 13.92 4.72
Alger Growth & Income I-2 AIGOX 7.20 17.89 10.51 29.03 16.14 5.59
American Funds Invmt Co of Amer A AIVSX 7.55 17.08 11.43 30.70 13.99 4.76
American Funds Invmt Co of Amer A LW AIVSX.LW 7.55 17.08 11.43 30.70 13.99 4.76
Alger Growth & Income Fund Class A ALBAX 7.05 17.63 10.29 28.51 14.00 6.44
Alger Growth & Income Fund Class A LW ALBAX.LW 7.05 17.63 10.29 28.51 14.00 6.44
Alger Growth & Income Fund Class C ALBCX 7.00 17.32 10.11 27.63 13.16 5.65
Columbia Large Core Quantitative Instl ALEIX 8.96 18.03 11.99 30.87 17.54 5.18
Amana Income AMANX 7.22 17.14 9.44 27.16 13.97 6.11
American Century Equity Growth Instl AMEIX 8.28 17.82 10.13 31.48 16.80 5.76
American Funds Fundamental Invs A ANCFX 8.56 16.59 10.13 32.61 15.40 3.98
American Funds Fundamental Invs A LW ANCFX.LW 8.56 16.59 10.13 32.61 15.40 3.98
AllianzGI US Managed Volatility P ANCPX 2.88 18.13 9.94 22.05 13.52 ---
Ancora Equity C ANQCX 7.75 18.34 8.77 28.28 10.70 2.53
Ancora Equity I ANQIX 7.79 18.61 8.88 28.97 11.26 3.06
Columbia Large Core Quantitative A AQEAX 9.03 17.80 11.75 30.10 17.01 4.71
Columbia Large Core Quantitative A LW AQEAX.LW 9.03 17.80 11.75 30.10 17.01 4.71
Columbia Large Core Quantitative B AQEBX 8.91 17.52 11.63 29.21 16.13 3.95
AllianzGI Disciplined Equity A ARDAX 6.15 13.24 6.89 22.23 11.09 ---
AllianzGI Disciplined Equity A LW ARDAX.LW 6.15 13.24 6.89 22.23 11.09 ---
AllianzGI Disciplined Equity C ARDCX 6.08 12.95 6.71 21.42 10.26 ---
AllianzGI Disciplined Equity D ARDDX 6.09 13.24 6.88 22.27 11.05 ---
AllianzGI Disciplined Equity Instl ARDIX 6.15 13.32 6.95 22.55 11.40 ---
AllianzGI Disciplined Equity P ARDPX 6.14 13.36 6.94 22.45 11.29 ---
AllianceBern Tx-Mgd Wlth Appr Strat A ATWAX 7.55 13.24 7.38 27.64 9.94 -0.33
AllianceBern Tx-Mgd Wlth Appr Strat A LW ATWAX.LW 7.55 13.24 7.38 27.64 9.94 -0.33
AllianceBern Tx-Mgd Wlth Appr Strat B ATWBX 7.51 12.93 7.26 26.73 9.13 -1.06
AllianceBern Tx-Mgd Wlth Appr Strat C ATWCX 7.50 12.92 7.17 26.82 9.16 -1.05
AllianceBern Tx-Mgd Wlth Appr Strat Adv ATWYX 7.60 13.37 7.52 28.14 10.27 -0.05
AQR US Defensive Equity I AUEIX 5.43 18.50 10.66 --- --- ---
AQR US Defensive Equity N AUENX 5.34 18.39 10.56 --- --- ---
AllianceBern Select US Equity A AUUAX 7.05 18.06 9.72 31.92 --- ---
AllianceBern Select US Equity A LW AUUAX.LW 7.05 18.06 9.72 31.92 --- ---
AllianceBern Select US Equity C AUUCX 6.96 17.77 9.56 31.07 --- ---
AllianceBern Select US Equity I AUUIX 7.11 18.22 9.80 32.30 --- ---
AllianceBern Select US Equity K AUUKX 7.04 18.06 9.73 31.94 --- ---
AllianceBern Select US Equity R AUURX 7.04 17.96 9.64 31.58 --- ---
AllianceBern Select US Equity Advisor AUUYX 7.05 18.17 9.81 32.41 --- ---
Ave Maria Rising Dividend AVEDX 8.69 17.90 8.41 31.13 15.85 9.00
AllianceBern Wealth Apprec Strat A AWAAX 7.49 12.08 6.48 26.21 9.83 0.00
AllianceBern Wealth Apprec Strat A LW AWAAX.LW 7.49 12.08 6.48 26.21 9.83 0.00
AllianceBern Wealth Apprec Strat B AWABX 7.48 11.84 6.38 25.32 9.05 -0.73
AllianceBern Wealth Apprec Strat C AWACX 7.47 11.83 6.37 25.35 9.06 -0.71
AllianceBern Wealth Apprec Strat I AWAIX 7.58 12.28 6.66 26.56 10.17 0.31
AllianceBern Wealth Apprec Strat K AWAKX 7.53 12.15 6.51 26.16 9.79 -0.02
AllianceBern Wealth Apprec Strat R AWARX 7.56 12.01 6.46 25.88 9.49 -0.33
AllianceBern Wealth Apprec Strat Ad AWAYX 7.57 12.26 6.56 26.55 10.19 0.30
Prudential Jennison Equity Income X AXGOX 5.93 15.48 9.04 27.05 13.95 6.45
AllianzGI Behavioral Advtg Lg Cp A AZFAX 7.39 18.76 10.53 30.66 --- ---
AllianzGI Behavioral Advtg Lg Cp A LW AZFAX.LW 7.39 18.76 10.53 30.66 --- ---
AllianzGI Behavioral Advtg Lg Cp C AZFCX 7.32 18.42 10.32 29.71 --- ---
AllianzGI Behavioral Advtg Lg Cp D AZFDX 7.41 18.76 10.52 30.73 --- ---
AllianzGI Behavioral Advtg Lg Cp Instl AZFIX 7.40 18.90 10.59 31.14 --- ---
AllianzGI Behavioral Advtg Lg Cp P AZFPX 7.39 18.89 10.58 30.96 --- ---
AllianzGI US Equity-Hedged A AZUAX 3.63 7.75 4.83 --- --- ---
AllianzGI US Equity-Hedged A LW AZUAX.LW 3.63 7.75 4.83 --- --- ---
AllianzGI US Equity-Hedged C AZUCX 3.64 7.49 4.71 --- --- ---
AllianzGI US Equity-Hedged D AZUDX 3.63 7.75 4.90 --- --- ---
AllianzGI US Equity-Hedged Instl AZUIX 3.69 7.88 4.96 --- --- ---
AllianzGI US Equity-Hedged P AZUPX 3.63 7.81 4.90 --- --- ---
BlackRock Aggressive Growth Prepared A BAAPX 8.05 15.22 8.75 28.11 12.34 3.30
BlackRock Aggressive Growth Prepare A LW BAAPX.LW 8.05 15.22 8.75 28.11 12.34 3.30
Brown Advisory Equity Income Adv BADAX 6.53 17.42 12.11 28.26 --- ---
Sterling Capital Equity Index A BAEQX 7.59 17.37 10.02 29.41 14.87 4.58
Sterling Capital Equity Index A LW BAEQX.LW 7.59 17.37 10.02 29.41 14.87 4.58
Brown Advisory Equity Income Inst BAFDX 6.51 17.56 12.25 --- --- ---
Brown Advisory Value Equity Inst BAFVX 10.79 17.80 9.27 --- --- ---
BlackRock Large Cap Core Plus Inv A BALPX 7.64 16.87 8.69 31.97 15.34 5.94
BlackRock Large Cap Core Plus Inv A LW BALPX.LW 7.64 16.87 8.69 31.97 15.34 5.94
Brown Advisory Value Equity Adv BAVAX 10.73 17.60 9.22 28.99 13.06 3.80
Sterling Capital Equity Index B BBEQX 7.51 17.13 9.90 28.51 14.08 3.81
Sterling Capital Select Equity I BBISX 8.53 12.61 7.40 23.95 11.51 1.70
BBH Core Select N BBTEX 6.44 16.20 8.56 30.17 17.60 9.51
Sterling Capital Select Equity A BBTGX 8.50 12.53 7.30 23.59 11.23 1.43
Sterling Capital Select Equity A LW BBTGX.LW 8.50 12.53 7.30 23.59 11.23 1.43
BBH Core Select Retail BBTRX 6.39 16.04 8.48 29.84 --- ---
BlackRock Aggressive Growth Prepared C BCAPX 8.14 15.02 8.65 27.17 11.54 2.54
Sterling Capital Equity Index C BCEQX 7.57 17.14 9.84 28.44 14.07 3.82
Invesco Charter B BCHTX 6.65 16.02 8.55 26.90 11.27 4.95
Blue Chip Investor BCIFX 7.51 20.39 12.58 34.64 14.71 6.24
BlackRock Large Cap Core Plus Inv C BCLPX 7.62 16.50 8.51 31.05 14.50 5.18
Sterling Capital Select Equity C BCVCX 8.48 12.25 7.15 22.69 10.41 0.69
UBS US Defensive Equity A BEAAX 6.94 17.26 9.73 30.78 11.85 2.26
UBS US Defensive Equity A Load Waived BEAAX.LW 6.94 17.26 9.73 30.78 11.85 2.26
UBS US Defensive Equity C BEACX 6.84 16.96 9.48 29.83 11.03 1.50
UBS US Defensive Equity Y BEAYX 6.94 17.51 9.84 31.13 12.15 2.54
The BeeHive Fund BEEHX 9.22 16.30 9.03 28.87 12.34 ---
Mutual Beacon Z BEGRX 7.43 15.79 7.96 30.37 12.78 3.18
American Century Equity Growth A BEQAX 8.25 17.62 10.02 30.93 16.27 5.29
American Century Equity Growth A LW BEQAX.LW 8.25 17.62 10.02 30.93 16.27 5.29
American Century Equity Growth Inv BEQGX 8.28 17.74 10.10 31.25 16.57 5.55
Sterling Capital Select Equity B BGISX 8.50 12.22 7.16 22.75 10.42 0.70
Brown Advisory Equity Income Inv BIADX 6.52 17.43 12.13 28.55 --- ---
BlackRock Aggressive Gr Prepared Instl BIAPX 8.14 15.35 8.83 28.57 12.71 3.66
Brown Advisory Value Equity Inv BIAVX 10.71 17.71 9.27 29.33 13.39 4.16
Sterling Capital Equity Index Instl BIEQX 7.60 17.58 10.08 29.76 15.18 4.92
BlackRock Large Cap Core Plus Instl BILPX 7.63 16.95 8.76 32.35 15.67 6.25
ProFunds Bull Inv BLPIX 7.50 17.02 9.79 28.20 13.73 3.54
ProFunds Bull Svc BLPSX 7.42 16.57 9.51 26.92 12.61 2.52
Beck Mack & Oliver Partners BMPEX 4.94 12.49 6.27 28.57 18.90 ---
UBS US Large Cap Equity A BNEQX 8.43 19.74 10.55 32.42 13.29 3.35
UBS US Large Cap Equity A Load Waived BNEQX.LW 8.43 19.74 10.55 32.42 13.29 3.35
UBS US Large Cap Equity C BNQCX 8.38 19.38 10.34 31.43 12.44 2.60
UBS US Equity Opportunity A BNVAX 8.61 17.08 8.61 32.19 11.22 0.96
UBS US Equity Opportunity A Load Waived BNVAX.LW 8.61 17.08 8.61 32.19 11.22 0.96
UBS US Equity Opportunity C BNVCX 8.64 16.94 8.48 31.19 10.38 0.21
UBS US Large Cap Equity Y BPEQX 8.45 19.85 10.62 32.78 13.56 3.62
Bright Rock Quality Large Cap Instl BQLCX 6.91 18.05 10.99 30.40 --- ---
BlackRock Aggressive Growth Prepared R BRAPX 8.10 15.21 8.80 27.92 12.18 3.15
BRC Large Cap Focus Equity Inst BRCIX 6.40 15.72 7.78 --- --- ---
BlackRock Russell 1000® Index Investor A BRGAX 7.61 17.71 9.94 30.52 --- ---
BlackRock Russell 1000® Index K BRGKX 7.69 17.97 10.09 30.95 --- ---
BlackRock Russell 1000® Index Instl BRGNX 7.69 17.85 10.08 30.89 --- ---
Bridgeway Blue Chip 35 Index BRLIX 6.93 18.77 10.65 30.67 15.95 6.61
BlackRock S&P 500 Stock Investor A BSPAX 7.63 --- --- --- --- ---
BlackRock S&P 500 Stock Institutional BSPIX 7.66 --- --- --- --- ---
BlackRock S&P 500 Stock Service BSPSX --- --- --- --- --- ---
BlackRock S&P 500 Stock Investor C1 BSPZX --- --- --- --- --- ---
DWS Equity 500 Index S BTIEX 7.63 17.71 10.21 30.21 15.79 5.33
DWS Equity 500 Index Inst BTIIX 7.63 17.73 10.22 30.28 15.87 5.40
Buffalo Dividend Focus BUFDX 6.94 12.55 10.45 --- --- ---
UBS US Equity Opportunity Y BUSVX 8.70 17.30 8.84 32.51 11.51 1.26
CAMCO Investors CAMCX 7.94 11.48 3.68 19.67 7.41 -1.37
Cambiar Opportunity Inv CAMOX 10.24 19.66 9.17 32.29 11.99 2.66
Cambiar Opportunity Inst CAMWX 10.30 19.81 9.29 32.65 12.29 2.91
Eaton Vance Tx-Mgd Growth 1.0 CAPEX 7.31 17.38 9.71 28.86 14.75 5.62
Wells Fargo Advantage C&B Lg Cap Val A CBEAX 8.16 21.18 10.91 29.73 13.70 4.98
Wells Fargo Advantage C&B Lg Cap Va A LW CBEAX.LW 8.16 21.18 10.91 29.73 13.70 4.98
Wells Fargo Advantage C&B Lg Cap Val B CBEBX 8.07 20.78 10.67 28.87 12.87 4.20
Wells Fargo Advantage C&B Lg Cap Val C CBECX 8.07 20.83 10.71 28.83 12.87 4.21
Wells Fargo Advantage C&B Lg Cp Val Inv CBEQX 8.05 21.04 10.79 29.63 13.66 4.96
Wells Fargo Advantage C&B Lg Cap Val Adm CBLLX 8.06 21.21 10.92 30.05 13.88 5.17
Wells Fargo Advantage C&B Lg Cap Val I CBLSX 8.25 21.39 10.99 30.40 14.24 5.47
Columbia Contrarian Core I CCCIX 8.46 19.07 10.20 33.91 --- ---
Columbia Contrarian Core R CCCRX 8.38 18.80 9.99 33.03 --- ---
Columbia Large Cap Enhanced Core I CCEIX 8.77 18.81 11.45 32.03 --- ---
Columbia Large Cap Enhanced Core R CCERX 8.77 18.54 11.30 31.32 16.33 5.48
Cloud Capital Strategic Large Cap I CCILX 7.83 17.47 8.64 30.89 --- ---
Columbia Contrarian Core K CCRFX 8.40 18.92 10.07 33.54 --- ---
Columbia Large Core Quantitative Z CCRZX 8.99 17.90 11.86 30.50 --- ---
Columbia Large Cap Index I CCXIX 7.65 17.80 10.26 30.43 --- ---
Copeland Risk Managed Dividend Gr C CDCRX 7.18 17.96 10.08 26.97 --- ---
Crawford Dividend Growth C CDGCX 6.79 18.04 8.56 26.53 12.28 3.69
Crawford Dividend Growth I CDGIX 6.93 18.51 8.85 27.84 13.38 4.69
Copeland Risk Managed Dividend Gr A CDGRX 7.25 18.30 10.22 27.85 --- ---
Copeland Risk Managed Dividend Gr A LW CDGRX.LW 7.25 18.30 10.22 27.85 --- ---
Copeland Risk Managed Dividend Gr I CDIVX 7.33 --- --- --- --- ---
Calvert Large Cap Core B CDXBX 5.95 17.87 9.26 29.16 12.94 3.39
Columbia Large Cap Enhanced Core Y CECYX 8.77 18.81 11.45 32.12 17.03 ---
Clipper CFIMX 8.13 18.95 10.11 30.71 14.72 3.56
Compass EMP US 500 Volatil Wtd A CFLAX 7.24 18.36 9.61 --- --- ---
Compass EMP US 500 Volatil Wtd A LW CFLAX.LW 7.24 18.36 9.61 --- --- ---
Compass EMP US 500 Volatil Wtd C CFLCX 7.26 18.07 9.45 --- --- ---
Compass EMP US 500 Volatil Wtd I CFLIX 7.33 18.52 9.66 --- --- ---
Compass EMP US 500 Volatil Wtd T CFLTX 7.24 18.28 9.64 --- --- ---
American Funds Fundamental Invs 529A CFNAX 8.55 16.56 10.12 32.51 15.31 3.92
American Funds Fundamental Invs 529A LW CFNAX.LW 8.55 16.56 10.12 32.51 15.31 3.92
American Funds Fundamental Invs 529B CFNBX 8.48 16.20 9.89 31.45 14.38 3.07
American Funds Fundamental Invs 529C CFNCX 8.49 16.23 9.91 31.48 14.40 3.09
American Funds Fundamental Invs 529E CFNEX 8.53 16.45 10.05 32.17 15.01 3.62
American Funds Fundamental Invs 529F CFNFX 8.55 16.65 10.16 32.77 15.55 4.12
Catalyst/Groesbeck Growth of Income A CGGAX 6.59 17.66 11.24 25.53 14.22 ---
Catalyst/Groesbeck Growth of Income A LW CGGAX.LW 6.59 17.66 11.24 25.53 14.22 ---
Catalyst/Groesbeck Growth of Income C CGGCX 6.59 17.35 11.05 24.63 13.38 ---
Catalyst/Groesbeck Growth of Income I CGGIX 6.66 17.81 11.38 25.91 --- ---
CGM Focus CGMFX 14.96 23.28 10.02 42.94 8.94 -9.42
COUNTRY Growth A CGRAX 8.01 16.94 8.86 28.43 14.50 5.40
COUNTRY Growth A Load Waived CGRAX.LW 8.01 16.94 8.86 28.43 14.50 5.40
Invesco Charter R6 CHFTX 6.70 16.52 8.80 --- --- ---
Invesco Charter R CHRRX 6.68 16.25 8.64 27.52 11.83 5.46
Invesco Charter S CHRSX 6.68 16.36 8.74 27.94 12.23 ---
Invesco Charter C CHTCX 6.63 16.04 8.53 26.90 11.29 4.93
Invesco Charter A CHTRX 6.69 16.37 8.68 27.83 12.10 5.72
Invesco Charter A Load Waived CHTRX.LW 6.69 16.37 8.68 27.83 12.10 5.72
Invesco Charter R5 CHTVX 6.70 16.46 8.80 28.26 12.56 6.18
Invesco Charter Y CHTYX 6.72 16.50 8.77 28.19 12.38 ---
American Funds Invmt Co of Amer 529A CICAX 7.53 17.05 11.39 30.55 13.87 4.67
American Funds Invmt Co of Amer 529A LW CICAX.LW 7.53 17.05 11.39 30.55 13.87 4.67
American Funds Invmt Co of Amer 529B CICBX 7.49 16.70 11.16 29.52 12.98 3.84
American Funds Invmt Co of Amer 529C CICCX 7.46 16.70 11.15 29.54 12.98 3.85
American Funds Invmt Co of Amer 529E CICEX 7.52 16.91 11.29 30.19 13.57 4.38
American Funds Invmt Co of Amer 529F CICFX 7.57 17.16 11.45 30.85 14.13 4.90
Croft Value I CIVFX 7.00 11.74 6.23 --- --- ---
AdvisorOne Select Appreciation N CLACX 7.68 13.12 6.52 25.42 12.03 ---
AdvisorOne Amerigo C CLCCX 6.98 13.27 7.13 25.06 10.15 1.04
Columbia Large Core Quantitative R4 CLCQX 8.96 --- --- --- --- ---
Columbia Large Cap Core R5 CLCRX 8.62 17.55 9.88 --- --- ---
Columbia Large Cap Core W CLCWX 8.58 17.36 9.78 29.37 --- ---
AdvisorOne Descartes N CLDEX 6.19 11.86 7.11 22.47 11.52 2.68
Columbia Large Cap Index B CLIBX 7.57 17.36 9.99 29.14 14.73 4.33
Columbia Large Cap Core I CLPIX 8.60 17.58 9.88 29.84 --- ---
Columbia Large Core Quantitative R CLQRX 8.87 17.62 11.75 29.84 16.73 4.45
AdvisorOne Amerigo N CLSAX 7.05 13.68 7.41 26.29 11.25 2.06
Croft Value R CLVFX 6.97 11.62 6.15 27.78 11.39 2.13
RidgeWorth Agrsv Gr Allc Strat C CLVLX 6.69 10.85 5.94 21.15 9.46 2.19
Columbia Large Cap Index R5 CLXRX 7.66 17.81 10.23 --- --- ---
Calvert Large Cap Core Y CLYCX --- --- --- --- --- ---
CM Advisors CMAFX 10.76 12.85 4.93 25.05 9.91 4.65
Coldstream Dividend Growth No Load CMDGX 7.77 18.47 10.15 28.53 --- ---
CM Advisors R CMFRX 10.68 12.57 4.76 24.75 --- ---
Calvert Large Cap Core C CMICX 6.01 18.16 9.41 29.85 13.46 3.84
Calvert Large Cap Core A CMIFX 6.06 18.55 9.65 30.97 14.48 4.77
Calvert Large Cap Core A Load Waived CMIFX.LW 6.06 18.55 9.65 30.97 14.48 4.77
Calvert Large Cap Core I CMIIX 6.14 18.77 9.78 31.69 15.10 5.38
Principal Capital Appreciation B CMNBX 8.12 17.30 9.29 27.94 12.83 5.08
Principal Capital Appreciation C CMNCX 8.12 17.39 9.35 28.15 12.95 5.15
Principal Capital Appreciation A CMNWX 8.23 17.77 9.58 29.25 13.94 6.14
Principal Capital Appreciation A LW CMNWX.LW 8.23 17.77 9.58 29.25 13.94 6.14
CNI Charter US Core Equity Institutional CNRUX 8.40 16.24 10.29 --- --- ---
CNI Charter US Core Equity Servicing CNRVX 8.43 15.88 10.05 --- --- ---
CNI Charter US Core Equity N CNRWX 8.33 15.82 9.99 --- --- ---
The Cook & Bynum Fund COBYX 3.97 11.90 8.88 19.72 13.76 ---
Columbia Contrarian Core R5 COFRX 8.41 19.01 10.12 --- --- ---
Columbia Contrarian Core Y COFYX 8.41 19.08 10.19 --- --- ---
Concorde Value CONVX 8.77 16.57 9.19 23.95 10.64 -1.36
Columbia Contrarian Core R4 CORRX 8.46 19.06 10.18 --- --- ---
CRM Large Cap Opportunity Instl CRIGX 8.31 16.39 9.06 28.00 13.71 3.49
CRM Large Cap Opportunity Inv CRMGX 8.24 16.22 8.99 27.74 13.42 3.23
Columbia Contrarian Core W CTRWX 8.38 18.88 10.06 33.28 --- ---
COUNTRY Growth Y CTYGX 7.98 16.91 8.83 28.35 14.50 5.39
Compass EMP US 500 Enh Volatil Wtd A CUHAX 7.24 18.15 9.42 --- --- ---
Compass EMP US 500 Enh Volatil Wtd A LW CUHAX.LW 7.24 18.15 9.42 --- --- ---
Compass EMP US 500 Enh Volatil Wtd C CUHCX 7.08 17.75 9.25 --- --- ---
Compass EMP US 500 Enh Volatil Wtd I CUHIX 7.15 18.21 9.48 --- --- ---
Compass EMP US 500 Enh Volatil Wtd T CUHTX 7.16 17.99 9.37 --- --- ---
Sentinel Sustainable Core Opp I CVALX 7.04 17.39 8.90 29.34 15.38 4.64
Columbia Value and Restructuring R5 CVCRX 8.47 19.45 10.48 --- --- ---
RidgeWorth Agrsv Gr Allc Strat I CVMGX 6.84 11.28 6.24 22.23 10.54 3.19
Columbia Value and Restructuring I CVRIX 8.48 19.44 10.48 33.20 --- ---
Columbia Value and Restructuring R4 CVRRX 8.48 19.40 10.47 --- --- ---
Columbia Value and Restructuring W CVRWX 8.44 19.28 10.40 32.69 --- ---
Columbia Value and Restructuring Y CVRYX 8.46 19.37 10.43 --- --- ---
Zacks All-Cap Core A CZOAX 7.20 15.59 8.70 25.94 14.36 3.66
Zacks All-Cap Core A Load Waived CZOAX.LW 7.20 15.59 8.70 25.94 14.36 3.66
Zacks All-Cap Core C CZOCX 7.08 15.25 8.47 25.00 13.48 2.88
Dreyfus Strategic Value A DAGVX 9.53 20.80 10.47 40.98 14.15 4.14
Dreyfus Strategic Value A Load Waived DAGVX.LW 9.53 20.80 10.47 40.98 14.15 4.14
Dreyfus Strategic Value C DCGVX 9.44 20.45 10.26 39.93 13.30 3.36
Delaware Large Cap Core A DDCAX 7.14 15.62 8.33 27.36 14.78 3.88
Delaware Large Cap Core A Load Waived DDCAX.LW 7.14 15.62 8.33 27.36 14.78 3.88
Delaware Large Cap Core Instl DDCIX 7.14 15.62 8.33 27.36 14.78 3.88
Dreyfus Disciplined Stock DDSTX 7.50 14.02 7.74 27.07 12.28 3.31
Dreyfus Large Cap Equity C DEYCX 8.32 16.81 8.99 28.10 13.10 ---
DFA CSTG&E US Social Core Equity 2 DFCUX 9.47 18.23 9.01 34.65 15.60 5.83
DFA Enhanced US Large Company I DFELX 7.61 17.72 10.08 31.20 16.49 6.19
DFA US Core Equity 1 I DFEOX 8.62 18.59 9.62 33.77 15.99 6.66
Davidson Multi-Cap Equity A DFMAX 8.27 16.41 8.51 31.63 15.82 ---
Davidson Multi-Cap Equity A Load Waived DFMAX.LW 8.27 16.41 8.51 31.63 15.82 ---
Davidson Multi-Cap Equity C DFMCX 8.20 16.14 8.26 30.68 14.95 ---
DFA US Sustainability Core 1 DFSIX 8.54 18.64 9.65 33.97 15.60 6.26
DFA US Large Company I DFUSX 7.59 17.84 10.28 30.57 15.99 5.57
DGHM All-Cap Value C DGACX 9.54 19.83 10.20 30.74 10.04 5.25
Dreyfus Appreciation DGAGX 5.76 12.57 7.69 21.73 15.17 4.91
DGHM All-Cap Value Institutional DGAIX 9.72 20.31 10.56 32.27 --- ---
DGHM All-Cap Value Investor DGHMX 9.68 20.22 10.42 31.80 10.90 6.04
Drexel Hamilton Centre American Equity DHAMX 7.52 14.21 7.41 22.44 --- ---
Domini Social Equity Instl DIEQX 8.57 18.38 12.53 24.80 14.38 ---
Transamerica Partners Instl Large Core DIGIX 8.70 19.78 11.45 33.86 16.75 5.09
Dividend Plus Income Inv DIVPX 2.39 5.19 2.48 10.73 --- ---
Dreyfus Large Cap Equity A DLQAX 8.37 17.22 9.25 29.14 13.94 0.74
Dreyfus Large Cap Equity A Load Waived DLQAX.LW 8.37 17.22 9.25 29.14 13.94 0.74
Dreyfus Large Cap Equity I DLQIX 8.46 17.40 9.35 29.55 14.46 1.92
Dreyfus Core Equity A DLTSX 5.80 12.88 7.71 21.24 14.54 5.08
Dreyfus Core Equity A Load Waived DLTSX.LW 5.80 12.88 7.71 21.24 14.54 5.08
Davis NY Venture Y DNVYX 8.62 18.98 9.56 29.87 12.94 2.89
Dreyfus Core Equity C DPECX 5.70 12.53 7.51 20.29 13.67 4.29
Dreyfus Core Equity I DPERX 5.78 12.96 7.77 21.57 14.84 5.36
Dreyfus Tax-Managed Growth C DPTAX 5.58 12.19 7.56 19.44 14.07 4.75
Dreyfus Tax-Managed Growth I DPTRX 5.71 12.66 7.88 20.65 15.22 5.79
Dreyfus Fund Incorporated DREVX 7.59 15.21 8.46 27.78 13.20 3.92
Dreyfus Strategic Value I DRGVX 9.55 20.91 10.55 41.35 14.44 4.36
The MP 63 DRIPX 7.49 18.47 10.84 29.40 14.34 6.11
Dreyfus Third Century I DRTCX 8.17 19.07 10.45 27.41 15.07 6.59
Dreyfus Third Century Z DRTHX 8.09 18.98 10.36 27.23 14.92 6.43
Domini Social Equity Inv DSEFX 8.55 18.18 12.41 24.23 13.88 5.22
Domini Social Equity A DSEPX 8.49 18.20 12.43 24.27 13.93 ---
Domini Social Equity A Load Waived DSEPX.LW 8.49 18.20 12.43 24.27 13.93 ---
Domini Social Equity R DSFRX 8.49 18.25 12.49 24.61 14.27 5.57
Dreyfus Basic S&P 500 Stock Index DSPIX 7.68 17.83 10.27 30.47 15.92 5.40
Dreyfus Third Century A DTCAX 8.11 18.95 10.32 27.02 14.60 6.16
Dreyfus Third Century A Load Waived DTCAX.LW 8.11 18.95 10.32 27.02 14.60 6.16
Dreyfus Third Century C DTCCX 8.01 18.58 10.11 26.01 13.81 5.39
DFA Tax-Managed US Eq DTMEX 7.96 17.97 10.01 31.12 16.00 5.61
Dreyfus Tax-Managed Growth A DTMGX 5.67 12.52 7.79 20.35 14.92 5.54
Dreyfus Tax-Managed Growth A LW DTMGX.LW 5.67 12.52 7.79 20.35 14.92 5.54
Cohen & Steers Dividend Value A DVFAX 8.13 17.05 9.14 30.25 13.71 2.43
Cohen & Steers Dividend Value A LW DVFAX.LW 8.13 17.05 9.14 30.25 13.71 2.43
Cohen & Steers Dividend Value C DVFCX 8.10 16.78 9.01 29.48 13.01 1.77
Cohen & Steers Dividend Value I DVFIX 8.20 17.20 9.28 30.74 14.13 2.80
Transamerica Partners Large Core DVGIX 8.63 19.60 11.30 33.44 16.40 4.80
Direxion Mthly S&P 500 Bull 2X Inv DXSLX 15.47 36.86 20.57 65.09 28.10 -5.31
Eaton Vance Tx-Mgd Eq Asset Allc A EAEAX 7.21 15.45 8.24 28.00 12.44 2.03
Eaton Vance Tx-Mgd Eq Asset Allc A LW EAEAX.LW 7.21 15.45 8.24 28.00 12.44 2.03
Eaton Vance Lg Cap Core Research A EAERX 8.22 17.48 9.89 30.38 13.46 4.44
Eaton Vance Lg Cap Core Research A LW EAERX.LW 8.22 17.48 9.89 30.38 13.46 4.44
MFS Massachusetts Investors Tr 529A EAMTX 7.38 16.38 8.47 31.33 14.67 5.30
MFS Massachusetts Investors Tr 529A LW EAMTX.LW 7.38 16.38 8.47 31.33 14.67 5.30
Eaton Vance Tx-Mgd Eq Asset Allc B EBEAX 7.09 15.08 8.01 27.05 11.58 1.26
MFS Massachusetts Investors Tr 529B EBMTX 7.29 16.07 8.28 30.34 13.86 4.58
Eaton Vance Tx-Mgd Eq Asset Allc C ECEAX 7.06 15.02 7.99 27.00 11.58 1.27
Eaton Vance Lg Cap Core Research C ECERX 8.12 17.05 9.65 29.43 12.64 ---
MFS Massachusetts Investors Tr 529C ECITX 7.32 16.09 8.27 30.36 13.86 4.59
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX 7.22 16.93 9.45 27.52 13.53 4.44
Eaton Vance Dividend Builder C ECTMX 7.90 15.24 9.36 27.69 12.93 -0.24
Wells Fargo Advantage Lg Cp Core A EGOAX 8.92 19.34 9.74 30.85 15.30 4.42
Wells Fargo Advantage Lg Cp Core A LW EGOAX.LW 8.92 19.34 9.74 30.85 15.30 4.42
Wells Fargo Advantage Lg Cp Core C EGOCX 8.87 19.09 9.59 29.98 14.43 3.64
Wells Fargo Advantage Lg Cp Core I EGOIX 8.91 19.57 9.84 31.40 15.84 4.83
Eaton Vance Lg Cap Core Research I EIERX 8.22 17.55 9.96 30.70 13.73 ---
Eaton Vance Tx-Mgd Growth 1.2 I EITGX 7.27 17.22 9.60 28.55 14.41 5.31
Eaton Vance Tx-Mgd Growth 1.1 I EITMX 7.31 17.39 9.71 28.79 14.69 5.50
Eaton Vance Dividend Builder I EIUTX 8.02 15.67 9.67 28.99 14.09 0.77
Wells Fargo Advantage Intrinsic Val A EIVAX 7.24 16.49 8.39 31.67 15.27 6.03
Wells Fargo Advantage Intrinsic Val A LW EIVAX.LW 7.24 16.49 8.39 31.67 15.27 6.03
Wells Fargo Advantage Intrinsic Val B EIVBX 7.10 16.06 8.06 30.67 14.38 5.22
Wells Fargo Advantage Intrinsic Val C EIVCX 7.14 16.17 8.11 30.71 14.39 5.22
Wells Fargo Advantage Intrinsic Val Adm EIVDX 7.26 16.62 8.37 31.97 --- ---
Wells Fargo Advantage Intrinsic Val R6 EIVFX 7.22 16.67 8.46 --- --- ---
Wells Fargo Advantage Intrinsic Val I EIVIX 7.21 16.65 8.45 32.20 15.66 6.34
Wells Fargo Advantage Intrinsic Val R4 EIVRX 7.22 16.57 8.37 --- --- ---
Wells Fargo Advantage Intrinsic Val R EIVTX 7.12 --- --- --- --- ---
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX 7.24 16.93 9.46 27.49 13.53 4.45
Eaton Vance Dividend Builder B EMTMX 7.90 15.24 9.36 27.69 12.93 -0.25
MainStay Epoch US Equity Yield I EPLCX 6.30 19.93 11.59 30.84 14.32 ---
MainStay Epoch US Equity Yield Investor EPLIX 6.36 19.81 11.52 30.70 14.00 ---
MainStay Epoch US Equity Yield C EPLKX 6.24 19.43 11.21 29.75 13.17 ---
MainStay Epoch US Equity Yield A EPLPX 6.34 19.85 11.57 30.65 14.07 ---
MainStay Epoch US Equity Yield A LW EPLPX.LW 6.34 19.85 11.57 30.65 14.07 ---
EP Strategic US Equity A EPUSX 5.01 6.18 2.52 12.82 --- ---
EP Strategic US Equity A Load Waived EPUSX.LW 5.01 6.18 2.52 12.82 --- ---
Epiphany FFV A EPVAX 7.54 17.24 9.14 30.44 14.01 5.45
Epiphany FFV A Load Waived EPVAX.LW 7.54 17.24 9.14 30.44 14.01 5.45
Epiphany FFV C EPVCX 7.51 16.93 8.89 29.49 13.09 ---
Epiphany FFV N EPVNX 7.56 17.18 9.06 30.44 13.93 5.38
Eaton Vance Richard Bernstein Eq Strat A ERBAX 6.94 17.30 9.93 29.19 --- ---
Eaton Vance Richard Bernstein Eq St A LW ERBAX.LW 6.94 17.30 9.93 29.19 --- ---
Eaton Vance Richard Bernstein Eq Strat C ERBCX 6.89 17.00 9.81 28.24 --- ---
Eaton Vance Richard Bernstein Eq Strat I ERBIX 6.93 17.50 10.02 29.48 --- ---
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX 7.27 17.23 9.63 28.46 14.37 5.23
Eaton Vance Tx-Mgd Growth 1.1 A LW ETTGX.LW 7.27 17.23 9.63 28.46 14.37 5.23
Columbia Value and Restructuring A EVRAX 8.44 19.25 10.35 32.63 13.49 0.88
Columbia Value and Restructuring A LW EVRAX.LW 8.44 19.25 10.35 32.63 13.49 0.88
Columbia Value and Restructuring C EVRCX 8.37 18.92 10.16 31.64 12.65 0.13
Eaton Vance Dividend Builder A EVTMX 8.08 15.65 9.59 28.77 13.80 0.52
Eaton Vance Dividend Builder A LW EVTMX.LW 8.08 15.65 9.59 28.77 13.80 0.52
Manning & Napier Equity EXEYX 7.18 16.69 7.35 30.62 11.52 5.13
Manning & Napier Tax Managed A EXTAX 7.19 14.99 7.01 32.55 12.47 5.46
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX 7.21 17.16 9.53 28.19 14.16 5.05
Eaton Vance Tx-Mgd Growth 1.2 A LW EXTGX.LW 7.21 17.16 9.53 28.19 14.16 5.05
Eaton Vance Tx-Mgd Growth 1.2 B EYTGX 7.24 16.86 9.43 27.28 13.31 4.28
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX 7.24 16.89 9.37 27.23 13.32 4.27
Fidelity Advisor Dividend Growth A FADAX 8.44 15.80 8.29 32.15 13.27 6.26
Fidelity Advisor Dividend Growth A LW FADAX.LW 8.44 15.80 8.29 32.15 13.27 6.26
Fidelity Advisor Dividend Growth B FADBX 8.38 15.37 8.06 31.09 12.40 5.44
Nuveen Equity Index R3 FADSX 7.57 17.46 10.04 29.48 15.10 4.72
Nuveen Equity Index A FAEIX 7.60 17.54 10.13 29.84 15.39 4.98
Nuveen Equity Index B FAEQX 7.52 17.21 9.89 28.90 14.53 4.19
Fidelity Advisor Equity Value I FAIVX 7.05 17.65 10.72 31.76 13.78 3.15
Fidelity Advisor Large Cap A FALAX 9.35 19.23 11.16 37.56 16.74 6.56
Fidelity Advisor Large Cap A LW FALAX.LW 9.35 19.23 11.16 37.56 16.74 6.56
Fidelity Advisor Large Cap T FALGX 9.32 19.16 11.09 37.16 16.45 6.29
Fidelity Advisor Large Cap B FALHX 9.26 18.87 10.93 36.42 15.83 5.75
Fidelity Advisor Large Cap I FALIX 9.32 19.38 11.23 37.97 17.12 6.92
Fidelity Advisor Ser Opprtnstic Insights FAMGX 8.36 18.00 11.01 --- --- ---
Fidelity Advisor Equity Value A FAVAX 7.07 17.50 10.60 31.43 13.48 2.90
Fidelity Advisor Equity Value A LW FAVAX.LW 7.07 17.50 10.60 31.43 13.48 2.90
Fidelity Advisor Equity Value B FAVBX 7.04 17.22 10.49 30.54 12.68 2.14
Fidelity Advisor Equity Value C FAVCX 7.02 17.20 10.41 30.50 12.68 2.14
Fallen Angels Value FAVLX 8.70 17.57 9.46 22.96 6.42 -1.56
Fidelity Advisor Equity Value T FAVTX 7.08 17.41 10.61 31.11 13.24 2.64
Frost Cinque Large Cap Buy-Write Eq A FCAWX 4.60 10.95 7.31 --- --- ---
Frost Cinque Large Cap Buy-Write Eq A LW FCAWX.LW 4.60 10.95 7.31 --- --- ---
Frost Cinque Large Cap Buy-Write Eq Inst FCBWX 4.69 11.04 7.41 --- --- ---
Nuveen Equity Index C FCEIX 7.51 17.22 9.91 28.89 14.53 4.19
Franklin Focused Core Equity A FCEQX 11.44 19.70 11.11 34.24 12.50 6.63
Franklin Focused Core Equity A LW FCEQX.LW 11.44 19.70 11.11 34.24 12.50 6.63
Strategic Advisers Core FCSAX 7.70 17.45 9.94 30.91 14.75 ---
Fidelity Disciplined Equity F FDEFX 7.69 18.68 10.28 35.16 12.52 ---
Fidelity Disciplined Equity K FDEKX 7.68 18.61 10.28 35.13 12.45 2.14
Fidelity Disciplined Equity FDEQX 7.64 18.59 10.22 34.94 12.27 1.96
Fidelity Advisor Diversified Stock O FDESX 8.58 16.59 9.58 34.44 16.68 6.73
Fidelity Advisor Dividend Growth C FDGCX 8.40 15.42 8.09 31.13 12.42 5.48
Fidelity Dividend Growth FDGFX 8.52 15.92 8.35 32.48 13.53 6.38
Fidelity Advisor Dividend Growth I FDGIX 8.47 15.88 8.33 32.46 13.59 6.59
Fidelity Dividend Growth K FDGKX 8.52 15.96 8.38 32.68 13.71 6.57
Fidelity Advisor Dividend Growth T FDGTX 8.40 15.70 8.18 31.80 13.01 6.00
Fidelity Advisor Diversified Stock B FDTBX 8.47 16.05 9.25 32.75 15.23 5.36
Fidelity Advisor Diversified Stock C FDTCX 8.46 16.02 9.25 32.74 15.21 5.37
Fidelity Advisor Diversified Stock T FDTEX 8.51 16.24 9.35 33.40 15.78 5.89
Fidelity Advisor Diversified Stock I FDTIX 8.53 16.50 9.51 34.07 16.40 6.47
Fidelity Advisor Diversified Stock A FDTOX 8.53 16.42 9.49 33.93 16.29 6.32
Fidelity Advisor Diversified Stock A LW FDTOX.LW 8.53 16.42 9.49 33.93 16.29 6.32
Nuveen Equity Index I FEIIX 7.60 17.67 10.15 30.18 15.67 5.24
First Eagle US Value A FEVAX 6.02 9.28 4.83 19.62 11.41 6.15
First Eagle US Value A Load Waived FEVAX.LW 6.02 9.28 4.83 19.62 11.41 6.15
First Eagle US Value C FEVCX 5.92 8.97 4.66 18.66 10.59 5.35
First Eagle US Value I FEVIX 6.06 9.46 4.93 19.97 11.71 6.43
Forward Global Dividend A FFLAX 6.44 15.17 7.25 23.15 13.09 3.93
Forward Global Dividend A Load Waived FFLAX.LW 6.44 15.17 7.25 23.15 13.09 3.93
Forward Global Dividend Investor FFLRX 6.45 15.23 7.38 23.37 --- ---
Forward Global Dividend Institutional FFLSX 6.48 15.47 7.48 23.86 13.71 4.46
Fidelity Spartan Total Market Index F FFSMX 7.96 18.12 10.08 31.36 16.14 ---
First Investors Growth & Income B FGIBX 8.36 18.71 9.91 31.05 15.31 5.25
Fidelity Growth & Income K FGIKX 8.48 19.15 11.49 35.46 17.42 1.04
First Investors Growth & Income A FGINX 8.50 19.03 10.16 32.04 16.14 6.00
First Investors Growth & Income A LW FGINX.LW 8.50 19.03 10.16 32.04 16.14 6.00
Fidelity Advisor Growth & Income I FGIOX 8.48 19.12 11.48 34.52 17.29 4.73
First Investors Growth and Income Adv FGIPX 8.50 --- --- --- --- ---
First Investors Growth and Income Instl FGIQX 8.56 --- --- --- --- ---
Fidelity Advisor Growth & Income A FGIRX 8.45 18.99 11.42 34.06 16.90 4.39
Fidelity Advisor Growth & Income A LW FGIRX.LW 8.45 18.99 11.42 34.06 16.90 4.39
Fidelity Advisor Growth & Income B FGISX 8.36 18.62 11.18 33.04 16.00 3.59
Fidelity Advisor Growth & Income T FGITX 8.40 18.82 11.32 33.71 16.63 4.14
Fidelity Advisor Growth & Income C FGIUX 8.39 18.64 11.22 33.09 16.07 3.62
Fidelity Series Mega Cap FGLGX 8.50 18.34 10.93 --- --- ---
Fidelity Advisor Mega Cap Stock B FGRBX 8.54 17.36 10.53 32.06 16.17 5.04
Fidelity Advisor Mega Cap Stock C FGRCX 8.57 17.43 10.57 32.09 16.18 5.07
Fidelity Growth & Income FGRIX 8.43 19.04 11.39 35.24 17.20 0.85
Fidelity Mega Cap Stock FGRTX 8.60 17.91 10.92 33.54 17.43 6.18
Fidelity Advisor Mega Cap Stock A FGTAX 8.57 17.75 10.82 33.18 17.09 5.87
Fidelity Advisor Mega Cap Stock A LW FGTAX.LW 8.57 17.75 10.82 33.18 17.09 5.87
Strategic Advisers Core Multi-Mgr F FHJSX 7.43 16.97 9.74 --- --- ---
American Funds Fundamental Invs F-2 FINFX 8.59 16.71 10.22 32.92 15.67 ---
Federated Max-Cap Index Instl FISPX 7.70 18.01 10.40 30.82 15.92 5.39
Fidelity Advisor 130/30 Large Cap I FITOX 9.43 21.12 10.57 42.52 13.51 -2.15
Strategic Advisers Core Multi-Mgr FLAUX 7.43 16.97 9.74 29.78 --- ---
Fidelity Advisor Large Cap C FLCCX 9.28 18.90 10.96 36.52 15.86 5.77
Fidelity Large Cap Core Enhanced Index FLCEX 7.60 18.06 10.46 31.31 16.18 5.39
Fidelity Large Cap Stock FLCSX 9.27 19.08 11.06 37.42 16.92 6.73
Meeder Dynamic Growth FLDGX 6.43 14.66 7.91 26.44 11.57 2.34
FMI Large Cap FMIHX 7.34 18.95 10.01 30.71 14.80 7.83
Federated Max-Cap Index R FMXKX 7.60 17.67 10.19 29.87 15.04 4.61
Federated Max-Cap Index Svc FMXSX 7.67 17.86 10.37 30.51 15.57 5.09
Fidelity Advisor 130/30 Large Cap A FOATX 9.31 21.15 10.58 42.01 13.14 -2.48
Fidelity Advisor 130/30 Large Cap A LW FOATX.LW 9.31 21.15 10.58 42.01 13.14 -2.48
Fidelity Advisor 130/30 Large Cap B FOBTX 9.31 20.68 10.34 41.03 12.26 -3.22
Fidelity Advisor 130/30 Large Cap C FOCTX 9.31 20.68 10.34 41.03 12.26 -3.22
Tributary Core Equity Instl Plus FOEPX 7.40 16.12 7.40 26.70 --- ---
Tributary Core Equity Instl FOEQX 7.41 15.86 7.29 26.30 9.81 2.73
Fidelity Series 100 Index FOHIX 7.12 16.67 9.90 28.36 15.57 5.14
Fidelity Advisor 130/30 Large Cap T FORTX 9.26 20.87 10.41 41.70 12.83 -2.74
Fidelity 130/30 Large Cap FOTTX 9.40 21.22 10.54 42.40 13.39 -2.24
Fort Pitt Capital Total Return FPCGX 5.23 15.90 8.54 24.64 14.40 5.24
Nuveen Quantitative Enhanced Core Eq A FQCAX 7.47 17.72 10.17 28.53 14.12 4.07
Nuveen Quantitative Enhanced Core Eq C FQCCX 7.38 17.39 9.99 27.59 13.28 3.31
Nuveen Quantitative Enhanced Core Eq I FQCYX 7.46 17.85 10.25 28.81 14.40 4.34
Managers AMG FQ US Equity Investor FQUAX 6.07 15.54 7.43 25.98 15.14 4.27
Franklin Rising Dividends Adv FRDAX 6.02 16.98 9.03 26.35 15.52 7.17
Franklin Rising Dividends A FRDPX 5.97 16.84 8.98 26.01 15.23 6.89
Franklin Rising Dividends A Load Waived FRDPX.LW 5.97 16.84 8.98 26.01 15.23 6.89
Franklin Rising Dividends R FRDRX 5.94 16.73 8.88 25.68 14.94 6.62
Franklin Rising Dividends C FRDTX 5.92 16.50 8.75 25.06 14.37 6.09
Fidelity Series All-Sector Equity FSAEX 7.91 16.81 9.76 30.60 14.87 ---
Fidelity Series All-Sector Equity F FSFFX 7.83 16.83 9.69 30.75 15.07 ---
Fidelity Spartan Ttl Mkt Idx Advtg Instl FSKAX 7.98 18.12 10.08 31.37 --- ---
Fidelity Spartan Ttl Mkt Idx Instl FSKTX 7.96 18.12 10.08 31.32 --- ---
Fidelity Spartan Total Market Index Inv FSTMX 7.96 18.10 10.06 31.27 16.09 6.00
Fidelity Spartan Total Mkt Idx Advtg FSTVX 7.98 18.11 10.10 31.34 16.13 6.04
Fidelity Series Mega Cap F FTBTX 8.49 18.44 11.03 --- --- ---
Fidelity Advisor Mega Cap Stock T FTGRX 8.65 17.74 10.81 32.77 16.78 5.59
Fidelity Advisor Mega Cap Stock I FTRIX 8.62 17.88 10.86 33.54 17.39 6.17
Fidelity Advisor Tax Managed Stock A FTXAX 9.56 21.23 10.74 44.37 13.32 ---
Fidelity Advisor Tax Managed Stock A LW FTXAX.LW 9.56 21.23 10.74 44.37 13.32 ---
Fidelity Advisor Tax Managed Stock B FTXBX 9.54 20.92 10.60 43.23 12.44 ---
Fidelity Advisor Tax Managed Stock C FTXCX 9.46 20.90 10.52 43.19 12.43 ---
Fidelity Advisor Tax Managed Stock I FTXIX 9.59 21.40 10.85 44.71 13.62 ---
Fidelity Tax Managed Stock FTXMX 9.59 21.39 10.84 44.78 13.62 1.67
Fidelity Advisor Tax Managed Stock T FTXTX 9.54 21.19 10.73 44.03 13.01 ---
Fidelity Spartan 500 Index Inv FUSEX 7.67 17.84 10.31 30.59 16.00 5.47
Strategic Advisers US Opportunity FUSOX 7.65 17.39 9.50 29.66 15.16 6.02
Strategic Advisers US Opportunity II FUSPX 7.51 17.46 9.38 30.79 16.10 6.31
Fidelity Spartan 500 Index Advtg FUSVX 7.69 17.88 10.32 30.66 16.04 5.51
Fidelity Value Discovery FVDFX 7.15 17.75 10.81 32.04 14.03 3.40
Fidelity Value Discovery K FVDKX 7.16 17.84 10.82 32.23 14.25 3.60
Fidelity Series Opportunistic Insights FVWSX 8.26 17.95 10.91 --- --- ---
Fidelity Series Opportunistic Insights F FWWEX 8.36 18.05 11.01 --- --- ---
Fidelity Spartan 500 Index Advtg Instl FXAIX 7.67 17.89 10.33 30.71 --- ---
Fidelity Spartan 500 Index Institutional FXSIX 7.67 17.88 10.32 30.68 --- ---
Gabelli Asset AAA GABAX 7.92 17.49 9.31 33.64 16.49 6.92
Gabelli Dividend Growth AAA GABBX 7.99 18.21 9.44 29.91 13.55 4.69
Gabelli Equity Income AAA GABEX 7.22 18.68 10.34 31.41 15.86 6.44
Gabelli Asset I GABIX 7.92 17.58 9.35 33.98 16.77 7.18
Gabelli Value A GABVX 7.58 17.32 8.17 35.55 16.94 7.80
Gabelli Value A Load Waived GABVX.LW 7.58 17.32 8.17 35.55 16.94 7.80
Nationwide Inv Dest Agrsv R2 GAFRX 7.44 14.78 8.47 29.85 12.97 3.24
Nationwide Inv Destinations Agrsv I GAIDX 7.46 15.03 8.63 30.71 13.73 3.92
Gabelli Asset A GATAX 7.90 17.47 9.30 33.64 16.49 6.92
Gabelli Asset A Load Waived GATAX.LW 7.90 17.47 9.30 33.64 16.49 6.92
Gabelli Asset C GATCX 7.84 17.16 9.09 32.66 15.62 6.14
Gabelli Dividend Growth A GBCAX 8.00 18.16 9.39 29.83 13.55 4.70
Gabelli Dividend Growth A Load Waived GBCAX.LW 8.00 18.16 9.39 29.83 13.55 4.70
Gabelli Dividend Growth C GBCCX 7.89 17.86 9.21 28.77 12.69 3.90
Gabelli Dividend Growth I GBCIX 8.01 18.35 9.46 30.18 13.86 4.95
Gabelli Equity Income A GCAEX 7.24 18.69 10.32 31.41 15.88 6.45
Gabelli Equity Income A Load Waived GCAEX.LW 7.24 18.69 10.32 31.41 15.88 6.45
Gabelli Equity Income C GCCEX 7.10 18.32 10.08 30.39 15.00 5.65
Gabelli Equity Income I GCIEX 7.23 18.76 10.35 31.75 16.17 6.72
Goldman Sachs Structured Tx-Mgd Eq A GCTAX 9.27 19.07 10.52 32.10 15.90 4.96
Goldman Sachs Structured Tx-Mgd Eq A LW GCTAX.LW 9.27 19.07 10.52 32.10 15.90 4.96
Goldman Sachs Structured Tx-Mgd Eq B GCTBX 9.24 18.73 10.34 31.22 15.04 4.17
Goldman Sachs Structured Tx-Mgd Eq C GCTCX 9.24 18.72 10.36 31.24 15.05 4.18
Goldman Sachs Structured Tx-Mgd Eq Instl GCTIX 9.38 19.34 10.70 32.71 16.41 5.42
Goldman Sachs Structured Tx-Mgd Eq Svc GCTSX 9.21 19.04 10.54 31.95 15.82 4.86
Giralda I GDAIX 7.21 14.18 7.21 21.49 --- ---
Giralda Manager GDAMX 7.28 14.60 7.49 22.79 --- ---
GE Instl US Large Cap Core Eq Inv GEIVX 9.27 19.41 10.55 32.02 14.69 5.53
GuideStone Funds Equity Index GS2 GEQYX 7.75 17.66 10.26 30.58 16.20 5.44
GuideStone Funds Equity Index GS4 GEQZX 7.69 17.61 10.14 30.29 15.98 5.28
GE Instl US Large Cap Core Eq Svc GEVSX 9.22 19.30 10.51 31.63 14.38 5.25
Golub Group Equity GGEFX 8.91 16.31 9.38 29.17 13.70 ---
GE Instl S&P 500 Index Inv GIDIX 7.65 17.86 10.28 30.56 15.96 5.50
GE Instl S&P 500 Index Svc GIDSX 7.63 17.72 10.21 30.19 15.67 5.20
Lord Abbett Fundamental Equity C GILAX 7.76 20.58 10.13 32.28 12.69 5.70
Lord Abbett Fundamental Equity B GILBX 7.79 20.64 10.15 32.30 12.68 5.72
Guggenheim StylePlus - Lg Core Fd Instl GILIX 6.62 14.61 7.48 24.10 --- ---
GuideMark Opportunistic Equity Instl GIOEX 9.34 21.31 11.44 37.02 --- ---
Great Lakes Disciplined Equity Investor GLDEX 8.01 19.51 11.61 30.21 15.07 ---
Great Lakes Disciplined Equity Invest LW GLDEX.LW 8.01 19.51 11.61 30.21 15.07 ---
Golden Large Cap Core I GLDLX 8.89 19.27 9.75 30.97 15.14 4.93
Great Lakes Disciplined Equity Instl GLDNX 8.10 19.66 11.72 30.57 15.45 ---
GMO US Core Equity VI GMCQX 6.21 19.02 11.59 27.78 16.87 6.96
GuideMark Opportunistic Equity Service GMOPX 9.21 21.12 11.32 36.26 --- ---
GMO US Core Equity IV GMRTX 6.20 18.92 11.50 27.71 16.81 6.91
GMO US Core Equity III GMUEX 6.19 18.97 11.48 27.70 16.74 6.85
Geneva Advisors Equity Income I GNEIX 4.94 16.73 7.75 25.83 17.20 ---
Geneva Advisors Equity Income R GNERX 4.92 16.57 7.66 25.38 16.84 ---
Nationwide R2 GNWRX 8.01 17.66 9.21 30.92 13.91 2.03
Green Owl Intrinsic Value GOWLX 8.61 20.54 12.91 35.09 --- ---
RS Large Cap Alpha A GPAFX 7.96 20.36 10.46 36.22 12.64 5.07
RS Large Cap Alpha A Load Waived GPAFX.LW 7.96 20.36 10.46 36.22 12.64 5.07
GMO Quality IV GQEFX 5.56 17.14 10.89 26.25 16.98 8.28
GMO Quality III GQETX 5.53 17.05 10.85 26.18 16.94 8.24
Goldman Sachs Structured Tx-Mgd Eq IR GQIRX 9.37 19.22 10.69 32.58 --- ---
GMO Quality V GQLFX 5.56 17.14 10.89 26.32 17.03 8.31
GMO Quality VI GQLOX 5.57 17.14 10.89 26.31 17.04 8.34
Victory Diversified Stock R GRINX 9.04 17.79 9.13 32.83 12.71 2.81
Nationwide S&P 500 Index Instl Svc GRISX 7.57 17.64 10.14 30.06 15.56 5.07
Nationwide S&P 500 Index A GRMAX 7.69 17.68 10.24 30.03 15.45 4.95
Nationwide S&P 500 Index A Load Waived GRMAX.LW 7.69 17.68 10.24 30.03 15.45 4.95
Nationwide S&P 500 Index B GRMBX 7.57 17.33 9.96 29.20 14.71 4.27
Nationwide S&P 500 Index C GRMCX 7.55 17.34 10.02 29.19 14.71 4.29
Nationwide S&P 500 Index Instl GRMIX 7.72 17.86 10.27 30.50 15.89 5.34
Nationwide S&P 500 Index R2 GRMRX 7.63 17.56 10.11 29.52 15.04 4.59
Nationwide S&P 500 Index Svc GRMSX 7.60 17.67 10.14 29.97 15.42 4.90
Goldman Sachs Structured US Eq Instl GSELX 7.93 19.63 10.48 32.01 16.22 4.91
Goldman Sachs Structured US Equity Svc GSESX 7.90 19.44 10.36 31.39 15.67 4.40
Goldman Sachs US Eq Div and Premium A GSPAX 5.80 12.64 7.28 22.01 13.28 4.88
Goldman Sachs US Eq Div and Premium A LW GSPAX.LW 5.80 12.64 7.28 22.01 13.28 4.88
Goldman Sachs US Eq Div and Prem Instl GSPKX 5.91 12.88 7.49 22.66 13.73 5.30
Goldman Sachs US Eq Div and Premium C GSPQX 5.81 12.36 7.21 21.20 12.44 4.09
Goldman Sachs Rising Dividend Gr A GSRAX 6.60 15.36 7.43 23.60 14.46 7.39
Goldman Sachs Rising Dividend Gr A LW GSRAX.LW 6.60 15.36 7.43 23.60 14.46 7.39
Goldman Sachs Rising Dividend Gr C GSRCX 6.54 14.98 7.21 22.66 13.76 6.84
Goldman Sachs Rising Dividend Gr IR GSRIX 6.59 15.39 7.46 23.85 --- ---
Goldman Sachs Rising Dividend Gr Instl GSRLX 6.59 15.49 7.49 24.06 14.95 7.84
Goldman Sachs Rising Dividend Gr R GSRRX 6.54 15.18 7.32 23.32 --- ---
Goldman Sachs Structured US Equity B GSSBX 7.84 19.09 10.17 30.51 14.92 3.72
Goldman Sachs Structured US Equity A GSSQX 7.93 19.49 10.38 31.51 15.78 4.50
Goldman Sachs Structured US Equity A LW GSSQX.LW 7.93 19.49 10.38 31.51 15.78 4.50
Goldman Sachs Structured US Equity R GSURX 7.86 19.35 10.30 31.19 15.48 4.24
Goldman Sachs Structured US Equity C GSUSX 7.84 19.11 10.15 30.53 14.92 3.72
Goldman Sachs Structured US Equity IR GSUTX 7.93 19.56 10.41 31.84 16.07 4.76
Glenmede Large Cap 100 GTLOX 8.29 19.31 8.76 35.60 18.14 6.35
Nationwide C GTRCX 7.96 17.47 9.14 30.30 13.51 1.63
Glenmede Secured Options GTSOX 1.53 5.39 2.97 14.94 --- ---
GMO US Equity Allocation III GUSAX 6.07 18.20 11.14 27.07 16.96 7.67
Gabelli Value AAA GVCAX 7.59 17.36 8.18 35.51 16.94 ---
Gabelli Value C GVCCX 7.49 17.05 8.01 34.57 16.09 7.00
Gabelli Value I GVCIX 7.58 17.48 8.23 35.89 17.27 8.08
Goldman Sachs US Eq Div and Premium IR GVIRX 5.91 12.83 7.45 22.46 --- ---
Generation Wave Growth Investor GWGFX 5.06 7.37 3.49 17.72 7.97 -0.40
Hartford Disciplined Equity A HAIAX 7.30 17.88 10.59 30.70 16.17 5.39
Hartford Disciplined Equity A LW HAIAX.LW 7.30 17.88 10.59 30.70 16.17 5.39
Haverford Quality Growth Stock HAVGX 7.60 18.78 10.79 26.81 12.93 4.70
Harbor Large Cap Value Instl HAVLX 7.65 16.57 7.88 35.59 15.49 3.59
Hartford Disciplined Equity HLS IB HBGIX 7.38 18.10 10.77 31.41 16.33 5.53
Hartford Index HLS IB HBIDX 7.62 17.62 10.15 29.94 15.45 4.98
Hartford Capital Appreciation C HCACX 10.73 21.12 11.91 40.80 11.23 0.51
Hartford Capital Appreciation Y HCAYX 10.83 21.63 12.20 42.44 12.51 1.68
HighMark Large Cap Core Equity Retail A HCEAX 7.62 17.95 9.64 30.49 15.58 5.82
HighMark Large Cap Core Equity Reta A LW HCEAX.LW 7.62 17.95 9.64 30.49 15.58 5.82
HighMark Large Cap Core Equity Retail C HCECX 7.44 17.63 9.45 29.58 14.85 5.12
Highland Global Allocation A HCOAX 5.90 15.94 7.38 27.45 12.74 4.10
Highland Global Allocation A LW HCOAX.LW 5.90 15.94 7.38 27.45 12.74 4.10
Highland Global Allocation B HCOBX 5.84 15.52 7.09 26.52 11.87 3.31
Highland Global Allocation C HCOCX 5.86 15.64 7.14 26.54 11.91 3.32
Highland Global Allocation R HCORX 5.93 15.85 7.29 27.48 12.67 3.96
Highland Global Allocation Y HCOYX 5.95 16.02 7.37 27.87 13.01 4.36
Hartford Capital Appreciation II A HCTAX 10.46 19.32 10.11 35.65 13.21 4.07
Hartford Capital Appreciation II A LW HCTAX.LW 10.46 19.32 10.11 35.65 13.21 4.07
Hartford Capital Appreciation II B HCTBX 10.38 19.04 9.93 34.59 12.29 3.25
Hartford Capital Appreciation II I HCTIX 10.45 19.44 10.17 36.00 13.54 4.40
Hartford Capital Appreciation II R3 HCTRX 10.44 19.31 10.09 35.54 12.99 3.82
Hartford Capital Appreciation II R4 HCTSX 10.43 19.43 10.15 35.84 13.30 4.15
Hartford Capital Appreciation II R5 HCTTX 10.53 19.49 10.26 36.07 13.58 4.40
Hartford Capital Appreciation II Y HCTYX 10.51 19.55 10.24 36.07 13.67 4.55
Henssler Equity Institutional HEQCX 7.91 16.41 9.02 23.17 --- ---
Henssler Equity Investor HEQFX 7.87 16.14 8.84 22.38 10.86 3.74
Hartford Capital Appreciation II C HFCCX 10.38 18.99 9.94 34.64 12.38 3.32
Hennessy Cornerstone Large Growth Inv HFLGX 9.81 16.33 9.33 25.80 13.92 ---
HighMark Tactical Capital Gr Allc Fid HGAFX 6.40 12.27 6.58 25.03 12.33 4.33
Hartford Disciplined Equity B HGIBX 7.34 17.59 10.45 29.79 15.30 4.70
Hartford Disciplined Equity C HGICX 7.30 17.68 10.50 29.76 15.33 4.60
Hartford Disciplined Equity R3 HGIRX 7.34 17.84 10.63 30.56 16.00 5.19
Hartford Disciplined Equity R4 HGISX 7.32 17.96 10.67 30.89 16.32 5.45
Hartford Disciplined Equity R5 HGITX 7.39 18.11 10.79 31.32 16.69 5.82
Hartford Disciplined Equity Y HGIYX 7.37 18.13 10.75 31.33 16.72 5.88
Hartford Capital Appreciation HLS IA HIACX 10.78 20.24 11.32 37.85 13.28 2.78
Hartford Disciplined Equity HLS IA HIAGX 7.41 18.21 10.84 31.74 16.62 5.80
Hartford Index HLS IA HIAIX 7.64 17.75 10.22 30.28 15.73 5.24
Hartford Capital Appreciation HLS IB HIBCX 10.76 20.12 11.25 37.49 13.00 2.52
Hartford Stock HLS IB HIBSX 6.95 19.36 11.83 28.48 14.58 4.91
Hennessy Cornerstone Large Growth Instl HILGX 9.82 16.39 9.44 26.06 14.24 ---
Harbor Large Cap Value Inv HILVX 7.71 16.44 7.82 35.02 15.01 3.19
JPMorgan Equity Index Select HLEIX 7.63 17.79 10.26 30.42 15.86 5.37
HighMark Tactical Capital Gr Allc A HMAAX 6.41 12.19 6.50 24.65 12.02 4.06
HighMark Tactical Capital Gr Allc A LW HMAAX.LW 6.41 12.19 6.50 24.65 12.02 4.06
HighMark Tactical Capital Gr Allc C HMACX 6.31 11.86 6.31 23.76 11.23 3.33
HighMark Large Cap Core Equity Fid HMCFX 7.56 18.04 9.70 30.84 15.88 6.11
Huntington Rotating Markets A HRIAX 8.90 13.42 8.29 20.09 11.02 1.89
Huntington Rotating Markets A LW HRIAX.LW 8.90 13.42 8.29 20.09 11.02 1.89
Huntington Rotating Markets Trust HRITX 8.92 13.40 8.32 20.34 11.30 2.11
Harbor Large Cap Value Adm HRLVX 7.65 16.44 7.88 35.10 15.21 3.31
Hartford Stock HLS IA HSTAX 6.97 19.47 11.90 28.80 14.87 5.17
Homestead Stock Index HSTIX 7.61 17.69 10.19 29.98 15.47 4.94
American Funds Blue Chip Inc & Gr HLS IB HVCBX 7.32 18.76 12.36 29.37 13.49 4.74
American Funds Growth-Income HLS IB HVNBX 7.82 16.38 10.13 31.64 14.00 4.10
Transamerica Asset Allc Growth A IAAAX 7.15 14.40 8.28 26.23 12.01 1.97
Transamerica Asset Allc Growth A LW IAAAX.LW 7.15 14.40 8.28 26.23 12.01 1.97
Transamerica Asset Allc Growth B IAABX 7.06 14.08 8.05 25.31 11.20 1.26
Transamerica Asset Allc Growth C IAALX 7.08 14.12 8.07 25.33 11.28 1.33
ING Corporate Leaders 100 A IACLX 7.61 18.98 10.78 32.61 16.39 ---
ING Corporate Leaders 100 A Load Waived IACLX.LW 7.61 18.98 10.78 32.61 16.39 ---
Institutional Advisors LargeCap IALFX 6.88 15.46 11.70 24.71 14.96 ---
ING Growth and Income Port Adv IAVGX 8.28 15.18 9.16 27.54 13.58 4.38
ING Corporate Leaders 100 B IBCLX 7.62 18.73 10.63 31.81 15.57 ---
American Funds Invmt Co of Amer F-2 ICAFX 7.59 17.18 11.48 30.94 14.22 ---
ING Corporate Leaders 100 C ICCLX 7.62 18.82 10.62 31.95 15.63 ---
ING Core Equity Research R ICERX 8.33 15.24 9.02 28.42 --- ---
ICON Fund A ICNAX 11.36 17.64 9.83 30.78 12.72 -1.40
ICON Fund A Load Waived ICNAX.LW 11.36 17.64 9.83 30.78 12.72 -1.40
ICON Fund C ICNCX 11.28 17.26 9.59 29.97 12.63 -1.41
ICON Fund S ICNZX 11.30 17.70 9.83 31.38 13.08 -0.89
ING Core Equity Research O IDFOX 8.38 15.45 9.15 28.82 14.90 ---
American Indep Stock A IFCSX 9.65 15.08 8.38 27.98 12.60 5.72
American Indep Stock A Load Waived IFCSX.LW 9.65 15.08 8.38 27.98 12.60 5.72
ING Growth and Income Port S2 IGISX 8.27 15.24 9.21 27.63 13.70 ---
ING Core Equity Research W IGIWX 8.35 15.48 9.19 29.05 15.15 ---
Transamerica Asset Allc Growth R IGWRX 7.12 14.31 8.25 25.97 11.80 1.81
Hartford Capital Appreciation B IHCAX 10.72 21.03 11.84 40.62 11.08 0.39
AMF Large Cap Equity AMF IICAX 5.89 18.93 10.87 26.59 14.67 7.53
AMF Large Cap Equity H IICHX 5.89 18.97 10.91 26.78 14.86 ---
ING Corporate Leaders 100 I IICLX 7.69 19.18 10.86 32.99 16.66 ---
Thrivent Large Cap Stock I IILGX 6.94 14.96 7.29 27.24 11.43 2.49
ING Russell Large Cap Index Port I IIRLX 7.14 17.13 10.06 29.06 15.47 4.82
ING Growth and Income Port I IIVGX 8.30 15.36 9.26 28.09 14.09 4.87
Giant 5 Total Index System Investor INDEX 2.76 2.62 -0.78 14.64 7.29 -0.97
ING US Stock Index Port I INGIX 7.63 17.74 10.26 30.44 15.79 5.29
ICON Risk-Managed Balanced A IOCAX 6.73 12.63 6.95 20.12 8.11 2.12
ICON Risk-Managed Balanced A LW IOCAX.LW 6.73 12.63 6.95 20.12 8.11 2.12
ICON Risk-Managed Balanced C IOCCX 6.70 12.26 6.74 19.29 7.27 1.33
ING Corporate Leaders 100 O IOCLX 7.62 19.02 10.79 32.66 --- ---
ICON Risk-Managed Balanced S IOCZX 6.75 12.69 7.03 20.41 8.37 2.36
ING Multi-Manager Lg Cap Core Port ADV IPFAX 8.44 18.54 10.85 29.08 12.11 2.88
ING Index Plus LargeCap Port I IPLIX 8.18 17.54 10.76 29.60 14.28 4.39
ING Index Plus LargeCap Port S IPLSX 8.22 17.52 10.76 29.31 14.00 4.14
ING Multi-Manager Lg Cap Core Port I IPPIX 8.47 18.83 11.05 29.82 12.74 3.49
ING Multi-Manager Lg Cap Core Port S IPPSX 8.38 18.71 10.95 29.57 12.47 3.25
ING Corporate Leaders 100 R IRCLX 7.63 18.96 10.73 32.37 --- ---
Iron Horse A IRHAX 4.29 10.16 5.80 16.12 --- ---
Iron Horse A Load Waived IRHAX.LW 4.29 10.16 5.80 16.12 --- ---
Iron Horse I IRHIX 4.19 10.25 5.88 16.43 --- ---
ING Russell Large Cap Index Port S IRLCX 7.12 16.97 10.06 28.82 15.12 4.56
ING Russell Large Cap Index Port Adv IRLIX 7.14 16.87 9.91 28.42 14.83 4.27
ING Russell Large Cap Index Port S2 IRLUX 7.18 17.00 9.98 28.55 14.94 ---
ING Columbia Contrarian Core Port Adv ISBAX 8.40 17.96 8.78 27.99 11.97 2.32
ING Columbia Contrarian Core Port S ISCSX 8.43 18.03 8.85 28.29 12.25 2.57
ING Columbia Contrarian Core Port I ISFIX 8.47 18.20 8.95 28.64 12.54 2.83
American Indep Stock C ISFSX 9.59 14.75 8.25 27.10 11.79 5.04
ING US Stock Index Port S2 ISIPX 7.65 17.59 10.13 29.90 15.34 4.87
American Indep Stock I ISISX 9.69 15.24 8.51 28.38 12.94 6.10
ING US Stock Index Port Adv ISIVX 7.64 17.57 10.14 29.68 15.17 ---
ING US Stock Index Port S ISJBX 7.59 17.66 10.15 30.10 15.50 5.01
ING Growth and Income Port S ISVGX 8.31 15.30 9.23 27.81 13.82 4.61
Hartford Capital Appreciation A ITHAX 10.80 21.40 12.08 41.79 12.01 1.22
Hartford Capital Appreciation A LW ITHAX.LW 10.80 21.40 12.08 41.79 12.01 1.22
Hartford Capital Appreciation I ITHIX 10.82 21.52 12.16 42.22 12.32 1.52
Hartford Capital Appreciation R3 ITHRX 10.78 21.29 12.01 41.47 11.73 0.96
Hartford Capital Appreciation R4 ITHSX 10.81 21.45 12.12 41.90 12.07 1.28
Hartford Capital Appreciation R5 ITHTX 10.83 21.58 12.20 42.34 12.41 1.58
ING Corporate Leaders 100 W IWCLX 7.67 19.13 10.84 32.96 16.66 ---
Janus Contrarian D JACNX 7.52 18.19 9.97 37.58 10.80 0.21
JHancock2 Lifestyle Aggressive A JALAX 7.34 12.97 7.02 26.92 11.87 2.35
JHancock2 Lifestyle Aggressive A LW JALAX.LW 7.34 12.97 7.02 26.92 11.87 2.35
Jamestown Equity JAMEX 7.45 17.54 10.20 28.97 14.36 3.40
JHVIT American Growth-Income Tr Ser III JARHX 7.86 16.49 10.19 32.10 14.35 4.43
JHancock2 Lifestyle Aggressive B JBLAX 7.26 12.63 6.79 25.90 11.00 1.58
JHancock2 Lifestyle Aggressive C JCLAX 7.26 12.71 6.87 25.95 11.10 1.62
Janus Contrarian A JCNAX 7.53 18.15 9.92 37.33 10.58 ---
Janus Contrarian A Load Waived JCNAX.LW 7.53 18.15 9.92 37.33 10.58 ---
Janus Contrarian C JCNCX 7.39 17.77 9.69 36.17 9.71 ---
Janus Contrarian S JCNIX 7.47 18.13 9.91 37.16 10.43 ---
Janus Contrarian R JCNRX 7.47 18.00 9.87 36.84 10.15 ---
Janus Contrarian I JCONX 7.52 18.25 10.03 37.82 10.87 ---
JPMorgan US Large Cap Core Plus R5 JCPRX 8.90 19.16 10.68 34.34 15.23 7.04
Prudential Growth Allocation A JDAAX 7.06 13.11 7.35 27.30 12.02 3.09
Prudential Growth Allocation A LW JDAAX.LW 7.06 13.11 7.35 27.30 12.02 3.09
JPMorgan Disciplined Equity A JDEAX 8.93 18.63 10.70 32.34 16.20 6.29
JPMorgan Disciplined Equity A LW JDEAX.LW 8.93 18.63 10.70 32.34 16.20 6.29
JPMorgan Disciplined Equity Sel JDESX 8.93 18.71 10.75 32.57 16.48 6.56
JPMorgan Disciplined Equity R6 JDEUX 8.94 18.80 10.83 32.97 16.77 6.83
Prudential Jennison Equity Income Z JDEZX 5.99 15.91 9.27 28.25 15.08 ---
Prudential Growth Allocation B JDGBX 7.02 12.77 7.17 26.33 11.19 2.32
Prudential Growth Allocation C JDGCX 7.01 12.76 7.16 26.30 11.18 2.32
Prudential Growth Allocation Z JDGZX 7.06 13.20 7.42 27.55 12.29 3.34
Prudential Jennison Value R JDVRX 9.81 17.77 9.03 34.42 11.89 2.66
JHVIT American Growth-Income Tr Ser I JEGFX 7.85 16.33 10.11 31.62 13.98 4.06
Prudential Jennison Equity Income B JEIBX 5.98 15.51 9.08 27.05 13.96 6.42
JHVIT Lifestyle Aggressive Trust Ser I JELAX 7.97 13.85 7.50 28.56 12.91 2.98
Johnson Enhanced Return JENHX 7.37 17.87 10.46 32.05 17.57 7.43
JPMorgan US Research Equity Plus A JEPAX 7.68 18.31 10.08 32.61 15.00 ---
JPMorgan US Research Equity Plus A LW JEPAX.LW 7.68 18.31 10.08 32.61 15.00 ---
JPMorgan US Research Equity Plus C JEPCX 7.63 17.99 9.93 31.87 14.41 ---
JPMorgan US Research Equity Plus R6 JEPMX 7.74 18.49 10.24 33.28 --- ---
JPMorgan US Research Equity Plus R5 JEPRX 7.69 18.44 10.19 33.17 15.49 ---
JPMorgan US Research Equity Plus Select JEPSX 7.70 18.35 10.15 32.93 15.26 ---
JPMorgan US Research Equity Plus R2 JEPZX 7.64 18.14 10.04 32.22 14.69 ---
Johnson Equity Income JEQIX 6.96 16.42 8.06 30.16 15.79 5.98
JHVIT Total Stock Market Index Tr Ser I JETSX 7.85 18.10 9.99 30.76 15.57 5.78
JHVIT 500 Index Trust B Series I JFIVX 7.66 17.77 10.24 --- --- ---
Prudential Growth Allocation R JGARX 7.03 12.95 7.26 27.02 11.80 2.85
JHFunds2 All Cap Value NAV JHCVX 7.94 21.12 10.31 33.64 13.44 6.23
JHFunds2 Fundamental Value NAV JHFLX 8.50 17.90 9.06 28.73 12.99 2.82
JHancock2 US Equity A JHUAX 5.17 17.91 10.44 25.69 --- ---
JHancock2 US Equity A Load Waived JHUAX.LW 5.17 17.91 10.44 25.69 --- ---
JHancock2 US Equity I JHUIX 5.18 18.05 10.55 26.30 --- ---
JHancock2 US Equity NAV JHUMX 5.26 18.15 10.64 26.42 16.36 7.36
JHancock2 US Equity 1 JHUPX 5.26 18.15 10.64 26.36 --- ---
JPMorgan Intrepid America A JIAAX 8.26 18.87 11.67 32.72 15.54 4.93
JPMorgan Intrepid America A Load Waived JIAAX.LW 8.26 18.87 11.67 32.72 15.54 4.93
JPMorgan Intrepid America C JIACX 8.17 18.62 11.48 32.00 14.95 4.40
JPMorgan Intrepid America R5 JIARX 8.28 19.06 11.76 33.28 16.06 5.41
JPMorgan Intrepid America R2 JIAZX 8.20 18.75 11.57 32.37 15.24 ---
JPMorgan Intrepid Advantage A JICAX 8.35 18.38 11.61 32.77 16.05 5.18
JPMorgan Intrepid Advantage A LW JICAX.LW 8.35 18.38 11.61 32.77 16.05 5.18
JPMorgan Intrepid Advantage C JICCX 8.31 18.18 11.43 32.15 15.48 4.66
JHFunds2 All Cap Value 1 JICVX 7.90 21.10 10.34 33.48 13.38 6.18
JPMorgan Intrepid Advantage Sel JIISX 8.36 18.50 11.65 33.12 16.35 5.44
JHancock2 Lifestyle Aggressive 1 JILAX 7.28 13.11 7.13 27.39 12.38 2.84
JPMorgan US Dynamic Plus Sel JILSX 7.81 19.30 11.88 30.95 14.02 4.17
JPMorgan US Large Cap Core Plus A JLCAX 8.86 19.01 10.56 33.79 14.72 6.57
JPMorgan US Large Cap Core Plus A LW JLCAX.LW 8.86 19.01 10.56 33.79 14.72 6.57
JPMorgan US Large Cap Core Plus C JLPCX 8.79 18.74 10.43 33.07 14.15 6.03
JPMorgan US Large Cap Core Plus Select JLPSX 8.84 19.08 10.63 34.10 14.99 6.82
JPMorgan US Large Cap Core Plus R2 JLPZX 8.82 18.85 10.49 33.39 14.42 ---
JPMorgan US Equity Instl JMUEX 8.76 18.64 10.47 32.67 15.69 6.76
JPMorgan Tax Aware Equity Instl JPDEX 8.72 17.74 9.37 32.03 15.33 5.72
JPMorgan Tax Aware Equity A JPEAX 8.69 17.54 9.27 31.48 --- ---
JPMorgan Tax Aware Equity A Load Waived JPEAX.LW 8.69 17.54 9.27 31.48 --- ---
JPMorgan Tax Aware Equity C JPECX 8.62 17.35 9.12 30.82 --- ---
JPMorgan Tax Aware Equity Select JPESX 8.68 17.67 9.34 31.81 --- ---
JPMorgan Intrepid America Sel JPIAX 8.27 18.97 11.69 33.03 15.82 5.19
JPMorgan Disciplined Equity Instl JPIEX 8.94 18.77 10.80 32.85 16.66 6.73
JHancock2 Lifestyle Aggressive R1 JPLAX 7.25 12.79 6.86 26.38 11.43 1.96
JPMorgan US Dynamic Plus A JPSAX 7.80 19.10 11.81 30.62 13.74 3.92
JPMorgan US Dynamic Plus A Load Waived JPSAX.LW 7.80 19.10 11.81 30.62 13.74 3.92
JPMorgan US Dynamic Plus C JPSCX 7.72 18.89 11.61 29.91 13.16 3.39
JHancock2 Lifestyle Aggressive R2 JQLAX 7.30 12.96 6.98 26.82 --- ---
JHancock2 Lifestyle Aggressive R3 JRLAX 7.28 12.84 6.96 26.44 11.55 2.06
JHancock2 Lifestyle Aggressive R4 JSLAX 7.28 12.94 6.97 26.90 11.88 2.37
Janus Contrarian T JSVAX 7.53 18.20 9.98 37.53 10.70 0.15
JHancock2 Lifestyle Aggressive R5 JTLAX 7.27 13.00 7.04 27.16 12.18 2.67
JPMorgan US Equity A JUEAX 8.69 18.47 10.40 32.23 15.30 6.38
JPMorgan US Equity A Load Waived JUEAX.LW 8.69 18.47 10.40 32.23 15.30 6.38
JPMorgan US Equity B JUEBX 8.65 18.19 10.31 31.51 14.73 5.83
JPMorgan US Equity C JUECX 8.60 18.23 10.21 31.42 14.70 5.84
JPMorgan US Equity R6 JUEMX 8.66 18.64 10.48 32.75 --- ---
JPMorgan US Equity Sel JUESX 8.69 18.53 10.45 32.31 15.49 6.59
JPMorgan US Equity R2 JUEZX 8.65 18.31 10.30 31.82 14.97 ---
JHancock2 Lifestyle Aggressive R6 JULAX 7.36 13.19 7.12 27.48 --- ---
JPMorgan US Equity R5 JUSRX 8.76 18.64 10.48 32.72 15.70 6.81
Jacob Wisdom JWSFX 5.58 13.99 8.03 20.57 13.38 ---
Legg Mason Cap Mgmt All Cap I LACIX 8.17 20.51 10.57 32.90 15.70 6.21
Lord Abbett Calibrated Dividend Gr A LAMAX 6.05 16.72 9.22 27.16 13.62 6.61
Lord Abbett Calibrated Dividend Gr A LW LAMAX.LW 6.05 16.72 9.22 27.16 13.62 6.61
Lord Abbett Calibrated Dividend Gr B LAMBX 6.02 16.46 9.08 26.37 12.88 5.92
Lord Abbett Calibrated Dividend Gr C LAMCX 6.01 16.40 9.04 26.35 12.85 5.92
Lord Abbett Calibrated Dividend Gr F LAMFX 6.12 16.87 9.35 27.54 13.89 6.88
Lord Abbett Calibrated Dividend Gr P LAMPX 6.02 16.59 9.21 27.06 13.49 6.50
Lord Abbett Calibrated Dividend Gr R2 LAMQX 6.01 16.56 9.12 26.90 13.32 6.50
Lord Abbett Calibrated Dividend Gr R3 LAMRX 5.99 16.62 9.19 26.92 13.39 6.45
Lord Abbett Calibrated Dividend Gr I LAMYX 6.08 16.86 9.31 27.55 13.97 6.96
Lord Abbett Classic Stock B LARBX 8.74 15.85 9.26 27.15 10.08 3.62
Lord Abbett Classic Stock I LARYX 8.82 16.26 9.52 28.41 11.17 4.65
Lord Abbett Fundamental Equity F LAVFX 7.83 21.02 10.39 33.55 13.68 6.67
Lord Abbett Fundamental Equity P LAVPX 7.81 20.81 10.31 33.08 13.31 6.29
Lord Abbett Fundamental Equity R2 LAVQX 7.77 20.72 10.20 32.85 13.13 6.15
Lord Abbett Fundamental Equity R3 LAVRX 7.80 20.87 10.29 33.03 13.25 6.24
Lord Abbett Fundamental Equity I LAVYX 7.83 20.98 10.37 33.64 13.80 6.76
Columbia Contrarian Core A LCCAX 8.39 18.89 10.07 33.30 16.95 7.21
Columbia Contrarian Core A Load Waived LCCAX.LW 8.39 18.89 10.07 33.30 16.95 7.21
Columbia Contrarian Core B LCCBX 8.29 18.56 9.83 32.29 16.07 6.42
Columbia Contrarian Core C LCCCX 8.34 18.60 9.88 32.32 16.10 6.42
Lord Abbett Fundamental Equity A LDFVX 7.80 20.82 10.26 33.13 13.41 6.39
Lord Abbett Fundamental Equity A LW LDFVX.LW 7.80 20.82 10.26 33.13 13.41 6.39
Legg Mason Cap Mgmt Value A LGVAX 8.64 19.13 10.49 33.07 12.86 ---
Legg Mason Cap Mgmt Value A Load Waived LGVAX.LW 8.64 19.13 10.49 33.07 12.86 ---
Longleaf Partners LLPFX 6.00 15.23 5.48 32.35 12.76 2.93
Lord Abbett Classic Stock C LLRCX 8.73 15.83 9.26 27.14 10.07 3.62
ClearBridge Appreciation IS LMESX 6.17 16.76 9.48 29.22 15.52 ---
Legg Mason Cap Mgmt All Cap 1 LMGOX 8.29 20.53 10.70 32.88 15.62 6.10
Legg Mason Batterymarch US Lg Cap Eq IS LMISX 8.35 17.93 9.95 32.21 16.15 4.82
Legg Mason Cap Mgmt Value I LMNVX 8.65 19.22 10.54 33.40 13.10 1.82
ClearBridge Appreciation FI LMPIX 6.10 16.52 9.34 28.67 15.07 ---
ClearBridge Appreciation R LMPPX 6.11 16.48 9.29 28.33 14.70 5.25
ClearBridge Equity A LMQAX 7.31 17.10 9.74 28.74 12.80 3.59
ClearBridge Equity A Load Waived LMQAX.LW 7.31 17.10 9.74 28.74 12.80 3.59
ClearBridge Equity C LMQCX 7.26 16.71 9.58 27.78 11.86 ---
ClearBridge Equity I LMQIX 7.36 17.25 9.89 29.12 13.04 3.89
Legg Mason Batterymarch US Lg Cap Eq I LMTIX 8.37 17.98 9.98 32.27 16.14 4.77
Legg Mason Batterymarch US Lg Cap Eq FI LMUSX 8.34 17.80 9.85 31.95 15.84 4.55
Legg Mason Cap Mgmt Value FI LMVFX 8.64 19.12 10.47 33.07 12.76 1.52
Legg Mason Cap Mgmt Value R LMVRX 8.61 18.94 10.37 32.57 12.39 1.20
Legg Mason Cap Mgmt Value C LMVTX 8.57 18.80 10.27 32.06 11.98 0.83
Scharf Investor LOGIX 8.79 12.73 7.84 26.10 --- ---
Lord Abbett Classic Stock A LRLCX 8.80 16.13 9.44 27.96 10.78 4.30
Lord Abbett Classic Stock A Load Waived LRLCX.LW 8.80 16.13 9.44 27.96 10.78 4.30
Lord Abbett Classic Stock F LRLFX 8.80 16.20 9.47 28.28 11.06 4.55
Lord Abbett Classic Stock P LRLPX 8.79 16.07 9.39 27.85 10.67 4.19
Lord Abbett Classic Stock R2 LRLQX 8.78 16.00 9.36 27.66 10.51 4.22
Lord Abbett Classic Stock R3 LRLRX 8.77 16.03 9.38 27.76 10.62 4.14
ClearBridge All Cap Value IS LSISX --- --- --- --- --- ---
Leuthold Select Industries LSLTX 8.39 19.38 9.36 32.44 9.81 -0.74
Lazard US Strategic Equity Open LZUOX 7.69 17.36 10.39 32.16 14.84 4.92
Lazard US Strategic Equity Instl LZUSX 7.80 17.51 10.61 32.56 15.20 5.26
MainStay Epoch US All Cap A MAAAX 8.57 18.73 11.77 27.80 14.03 3.45
MainStay Epoch US All Cap A Load Waived MAAAX.LW 8.57 18.73 11.77 27.80 14.03 3.45
Madison Disciplined Equity Y MADEX 6.69 16.50 8.85 26.86 12.98 5.16
Mutual of America Equity Index Instl MAEQX 7.71 17.85 10.32 30.61 15.98 5.39
Dividend Plus Income Instl MAIPX 2.40 5.41 2.59 11.01 --- ---
Mutual of America All America Instl MALLX 7.70 16.62 9.38 28.23 14.34 5.17
MainStay MAP A MAPAX 7.11 17.29 9.41 32.57 14.33 4.51
MainStay MAP A Load Waived MAPAX.LW 7.11 17.29 9.41 32.57 14.33 4.51
MainStay MAP B MAPBX 7.04 16.89 9.14 31.33 13.25 3.52
MainStay MAP R1 MAPRX 7.13 17.38 9.45 32.71 14.49 4.64
Convergence Core Plus Institutional MARNX 10.62 18.03 10.54 34.47 18.70 ---
Convergence Core Plus Investment MARVX 10.63 --- 10.55 --- --- ---
MainStay Epoch US All Cap I MATIX 8.56 18.84 11.83 28.03 14.28 3.71
MainStay Epoch US All Cap B MAWBX 8.41 18.25 11.43 26.21 12.64 2.21
MainStay Epoch US All Cap C MAWCX 8.41 18.23 11.42 26.24 12.63 2.20
MainStay Epoch US All Cap Inv MAWNX 8.48 18.54 11.62 27.16 13.49 2.97
MainStay Common Stock Inv MCSSX 8.13 18.89 10.54 33.52 14.37 2.96
Madison Disciplined Equity R6 MDERX 6.76 16.57 8.92 27.20 --- ---
Meehan Focus MEFOX 9.38 17.93 10.81 26.12 13.37 5.26
Managers AMG FQ US Equity Inst MEQFX 6.06 15.58 7.48 26.33 15.40 4.52
Morgan Stanley Instl Insight H MFPHX 8.65 21.84 10.39 42.78 --- ---
Morgan Stanley Instl Insight I MFPIX 8.63 22.01 10.46 43.14 --- ---
Morgan Stanley Instl Insight L MFPLX 8.50 21.69 10.24 42.09 --- ---
Managers AMG FQ Tax Mgd US Eq Investor MFQAX 8.58 19.94 10.80 29.39 16.55 5.06
Managers AMG FQ Tax Mgd US Eq Instl MFQTX 8.60 20.07 10.89 29.76 16.86 5.36
MFS Research B MFRBX 7.82 16.74 9.37 29.66 14.66 4.73
MFS Research C MFRCX 7.77 16.72 9.32 29.62 14.64 4.73
MFS Research A MFRFX 7.87 17.08 9.53 30.59 15.51 5.50
MFS Research A Load Waived MFRFX.LW 7.87 17.08 9.53 30.59 15.51 5.50
MFS Research R3 MFRHX 7.87 17.09 9.54 30.58 15.51 5.52
MFS Research R4 MFRJX 7.90 17.20 9.64 30.92 15.79 5.78
MFS Research R5 MFRKX 7.90 17.25 9.64 31.05 15.76 5.72
MFS Research R1 MFRLX 7.79 16.77 9.37 29.63 14.65 4.73
MassMutual Select Focused Value A MFVAX 10.46 21.67 13.28 38.43 18.14 10.61
MassMutual Select Focused Value A LW MFVAX.LW 10.46 21.67 13.28 38.43 18.14 10.61
MassMutual Select Focused Value N MFVNX 10.47 21.52 13.25 37.93 17.78 10.26
MassMutual Select Focused Value S MFVSX 10.51 21.86 13.45 39.08 18.74 11.16
MassMutual Select Focused Value Z MFVZX 10.53 21.90 13.47 39.23 --- ---
MainStay Common Stock C MGOCX 8.04 18.47 10.30 32.45 13.52 2.19
MainStay Growth Allocation A MGXAX 7.59 16.72 9.39 31.05 13.91 3.36
MainStay Growth Allocation A LW MGXAX.LW 7.59 16.72 9.39 31.05 13.91 3.36
MainStay Growth Allocation B MGXBX 7.51 16.35 9.17 30.06 12.98 2.54
MainStay Growth Allocation C MGXCX 7.59 16.42 9.25 29.99 13.00 2.53
MainStay Growth Allocation I MGXIX 7.66 16.88 9.52 31.48 14.25 3.66
MainStay Growth Allocation Inv MGXNX 7.60 16.64 9.39 30.92 13.80 3.30
MH Elite Fund of Funds MHEFX 7.73 17.09 8.99 29.02 12.43 2.42
MM S&P 500® Index A MIEAX 7.59 17.59 10.14 29.92 15.32 4.85
MM S&P 500® Index A Load Waived MIEAX.LW 7.59 17.59 10.14 29.92 15.32 4.85
MM S&P 500® Index Y MIEYX 7.68 17.70 10.21 30.17 15.56 5.05
MM S&P 500® Index I MIEZX 7.67 17.84 10.33 30.51 15.85 5.32
Oppenheimer Main Street C MIGCX 7.80 14.57 9.21 26.35 14.48 3.65
Oppenheimer Main Street Y MIGYX 7.90 15.03 9.48 27.78 15.80 4.90
BNY Mellon Large Cap Stock Inv MILCX 6.44 12.84 6.94 26.29 11.90 2.66
MFS Massachusetts Investors Tr R2 MIRTX 7.38 16.34 8.45 31.10 14.51 5.18
MFS Massachusetts Investors Tr B MITBX 7.34 16.12 8.34 30.46 13.94 4.66
MFS Massachusetts Investors Tr C MITCX 7.30 16.09 8.27 30.43 13.92 4.66
MFS Massachusetts Investors Tr R4 MITDX 7.42 16.52 8.53 31.74 15.07 5.71
MFS Massachusetts Investors Tr R1 MITGX 7.29 16.07 8.31 30.35 13.91 4.65
MFS Massachusetts Investors Tr R3 MITHX 7.35 16.40 8.47 31.37 14.79 5.46
MFS Massachusetts Investors Tr I MITIX 7.41 16.49 8.55 31.70 15.08 5.71
MFS Massachusetts Investors R5 MITJX 7.45 16.64 8.59 --- --- ---
MFS Massachusetts Investors Tr A MITTX 7.39 16.43 8.50 31.42 14.76 5.39
MFS Massachusetts Investors Tr A LW MITTX.LW 7.39 16.43 8.50 31.42 14.76 5.39
MassMutual Select Large Cap Value L MLVLX 7.11 17.82 9.54 26.54 12.06 2.13
MassMutual Select Large Cap Value N MLVNX 7.11 17.71 9.44 25.92 11.49 1.60
MassMutual Select Large Cap Value S MLVSX 7.08 17.90 9.63 26.85 12.35 2.37
MainStay MAP R3 MMAPX 7.08 17.18 9.30 32.14 13.94 4.14
MassMutual Select Focused Value L MMFVX 10.48 21.75 13.35 38.75 18.43 10.87
MassMutual Select Focused Value Y MMFYX 10.45 21.77 13.36 38.91 18.59 11.04
MM S&P 500® Index S MMIEX 7.66 17.74 10.25 30.21 15.62 5.09
MM S&P 500® Index L MMILX 7.69 17.72 10.23 30.20 15.62 5.11
MM S&P 500® Index N MMINX 7.59 17.52 10.09 29.59 15.01 4.55
MM S&P 500® Index Z MMIZX 7.68 17.88 10.28 30.64 --- ---
MassMutual Select Large Cap Value A MMLAX 7.13 17.72 9.43 26.36 11.81 1.89
MassMutual Select Large Cap Value A LW MMLAX.LW 7.13 17.72 9.43 26.36 11.81 1.89
MassMutual Select Large Cap Value Y MMLYX 7.20 17.88 9.62 26.83 12.28 2.30
MainStay MAP C MMPCX 7.01 16.89 9.14 31.33 13.25 3.52
MassMutual Premier Main Street L MMSLX 7.86 14.88 9.38 27.39 15.34 4.39
MassMutual Premier Main Street N MMSNX 7.78 14.68 9.19 26.62 14.72 3.79
MassMutual Premier Main Street S MMSSX 7.95 15.07 9.47 27.77 15.60 4.60
MassMutual Premier Main Street Y MMSYX 7.94 14.97 9.44 27.59 15.25 4.55
Manor MNRMX 8.70 21.13 11.80 29.18 13.41 4.85
MainStay Common Stock B MOPBX 8.04 18.55 10.38 32.54 13.55 2.21
Mairs & Power Growth Inv MPGFX 7.54 17.68 7.96 33.82 16.19 8.56
BNY Mellon Large Cap Stock M MPLCX 6.58 13.06 7.12 26.75 12.20 2.92
MainStay MAP R2 MPRRX 7.08 17.27 9.38 32.44 14.21 4.40
MFS Core Equity R2 MRERX 7.91 17.48 9.64 30.42 15.32 5.62
MFS Research I MRFIX 7.88 17.18 9.61 30.96 15.80 5.78
MFS Core Equity A MRGAX 7.94 17.66 9.69 30.79 15.62 5.87
MFS Core Equity A Load Waived MRGAX.LW 7.94 17.66 9.69 30.79 15.62 5.87
MFS Core Equity B MRGBX 7.89 17.31 9.50 29.76 14.74 5.08
MFS Core Equity C MRGCX 7.89 17.33 9.53 29.81 14.75 5.10
MFS Core Equity R1 MRGGX 7.86 17.31 9.49 29.80 14.73 5.09
MFS Core Equity R3 MRGHX 7.92 17.61 9.72 30.80 15.61 5.88
MFS Core Equity R4 MRGJX 7.99 17.77 9.77 31.12 15.89 6.12
MFS Core Equity R5 MRGKX 7.98 --- 9.80 --- --- ---
MassMutual RetireSMART Growth L MRGLX 7.49 13.61 7.39 28.35 --- ---
MFS Core Equity I MRGRX 7.98 17.79 9.80 31.14 15.90 6.15
MassMutual RetireSMART Growth Y MRGYX 7.58 13.71 7.48 28.41 --- ---
MassMutual RetireSMART Growth A MRRAX 7.50 13.62 7.40 27.96 --- ---
MassMutual RetireSMART Growth A LW MRRAX.LW 7.50 13.62 7.40 27.96 --- ---
MassMutual RetireSMART Growth S MRRSX 7.58 13.82 7.48 28.49 --- ---
Oppenheimer Main Street A MSIGX 7.90 14.91 9.42 27.32 15.33 4.43
Oppenheimer Main Street A Load Waived MSIGX.LW 7.90 14.91 9.42 27.32 15.33 4.43
MainStay MAP Inv MSMIX 7.08 17.19 9.32 32.32 14.10 4.30
MainStay Common Stock A MSOAX 8.15 19.01 10.63 34.10 14.97 3.52
MainStay Common Stock A Load Waived MSOAX.LW 8.15 19.01 10.63 34.10 14.97 3.52
MainStay Common Stock I MSOIX 8.13 19.15 10.69 34.45 15.26 3.79
MainStay S&P 500 Index I MSPIX 7.66 17.72 10.23 30.24 15.69 5.23
MFS Research R2 MSRRX 7.82 16.98 9.49 30.25 15.23 5.26
MassMutual Premier Main Street A MSSAX 7.92 14.88 9.35 27.16 15.06 4.13
MassMutual Premier Main Street A LW MSSAX.LW 7.92 14.88 9.35 27.16 15.06 4.13
Litman Gregory Masters Value Instl MSVFX 8.83 15.55 7.06 31.37 12.54 2.93
MainStay S&P 500 Index A MSXAX 7.64 17.62 10.14 29.92 15.40 4.95
MainStay S&P 500 Index A Load Waived MSXAX.LW 7.64 17.62 10.14 29.92 15.40 4.95
MainStay MAP I MUBFX 7.12 17.43 9.47 32.91 14.62 4.77
BNY Mellon US Core Equity 130/30 Inv MUCIX 7.28 13.05 7.61 24.62 10.61 2.14
BNY Mellon US Core Equity 130/30 M MUCMX 7.33 13.18 7.66 24.91 10.83 2.39
MFS Blended Research Core Equity A MUEAX 7.79 17.64 10.55 29.81 15.18 5.40
MFS Blended Research Core Equity A LW MUEAX.LW 7.79 17.64 10.55 29.81 15.18 5.40
MFS Blended Research Core Equity C MUECX 7.69 17.27 10.34 28.86 14.34 4.61
MFS Blended Research Core Equity R1 MUERX 7.72 17.26 10.36 28.89 14.36 ---
MFS Blended Research Core Equity R2 MUESX 7.73 17.44 10.44 29.50 14.92 ---
MFS Blended Research Core Equity R3 MUETX 7.76 17.57 10.53 29.84 15.20 ---
MFS Blended Research Core Equity R4 MUEUX 7.78 17.77 10.61 30.13 15.51 ---
MFS Blended Research Core Equity R5 MUEVX 7.77 17.74 10.64 --- --- ---
Muhlenkamp MUHLX 10.13 20.55 9.29 32.99 10.66 2.10
Nationwide Institutional Service MUIFX 8.11 17.92 9.34 31.57 14.59 2.57
MFS Blended Research Core Equity B MUSBX 7.73 17.28 10.35 28.89 14.35 4.62
MFS Blended Research Core Equity I MUSEX 7.83 17.74 10.64 30.16 15.52 5.64
Merk Currency Enhanced US Equity Inv MUSFX 9.53 23.99 12.09 41.77 --- ---
Merk Currency Enhanced US Equity Instl MUSIX 9.57 24.18 12.21 42.07 --- ---
Munder Index 500 A MUXAX 7.61 17.60 10.16 29.81 15.27 4.90
Munder Index 500 A Load Waived MUXAX.LW 7.61 17.60 10.16 29.81 15.27 4.90
Munder Index 500 B MUXBX 7.61 17.44 10.07 29.35 14.88 4.54
Munder Index 500 K MUXKX 7.57 17.54 10.09 29.65 15.15 4.79
Munder Index 500 R MUXRX 7.57 17.40 10.03 29.32 14.86 4.52
Munder Index 500 Y MUXYX 7.64 17.64 10.16 29.95 15.44 5.05
Marathon Value Portfolio MVPFX 7.34 15.08 7.23 24.37 13.90 6.98
Metropolitan West AlphaTrak 500 MWATX 7.74 19.15 11.49 34.56 19.11 6.28
Great-West Aggressive Profile II Init MXAPX 8.19 16.07 9.03 31.88 13.72 3.99
Federated Max-Cap Index C MXCCX 7.57 17.54 10.11 29.48 14.67 4.28
Great-West Aggressive Profile II L MXEPX 5.42 14.98 8.07 28.08 --- ---
Great-West Aggressive Profile I Init MXPPX 8.19 15.95 9.06 31.63 13.52 3.81
Great-West Stock Index Init MXSIX 7.76 17.75 10.05 30.31 15.53 5.20
Great-West S&P 500® Index Init MXVIX 7.68 17.65 10.21 30.05 15.43 4.89
Great-West S&P 500® Index L MXVJX 4.96 16.30 8.97 26.37 --- ---
Mainstay US Equity Opportunities C MYCCX 8.50 21.12 11.58 35.05 15.67 3.25
Mainstay US Equity Opportunities I MYCIX 8.66 21.68 11.84 36.74 17.10 4.51
Mainstay US Equity Opportunities Inv MYCNX 8.59 21.38 11.66 36.15 16.55 4.00
Mainstay US Equity Opportunities A MYCTX 8.68 21.58 11.87 36.47 16.81 4.27
Mainstay US Equity Opportunities A LW MYCTX.LW 8.68 21.58 11.87 36.47 16.81 4.27
Sentinel Sustainable Core Opp A MYPVX 7.05 17.33 8.91 29.04 15.02 4.22
Sentinel Sustainable Core Opp A LW MYPVX.LW 7.05 17.33 8.91 29.04 15.02 4.22
MainStay S&P 500 Index Inv MYSPX 7.61 17.55 10.11 29.77 15.28 4.87
Nuveen Santa Barbara Dividend Growth R3 NBDRX 6.34 13.87 7.84 25.43 15.91 ---
Neuberger Berman Focus Adv NBFAX 7.96 17.94 9.04 35.81 14.22 2.95
Neuberger Berman Focus Tr NBFCX 7.94 17.96 9.03 36.02 14.37 3.15
Neuberger Berman Focus Inv NBSSX 7.99 18.09 9.14 36.31 14.61 3.37
New Century Capital NCCPX 7.12 14.52 8.07 25.41 12.32 2.41
North Country Equity Growth NCEGX 7.94 16.62 9.71 26.74 12.97 3.08
New Covenant Growth NCGFX 8.04 13.92 8.35 27.69 13.83 3.36
Nationwide Inv Destinations Agrsv A NDAAX 7.43 14.86 8.53 30.28 13.38 3.59
Nationwide Inv Destinations Agrsv A LW NDAAX.LW 7.43 14.86 8.53 30.28 13.38 3.59
Nationwide Inv Destinations Agrsv B NDABX 7.35 14.58 8.27 29.27 12.58 2.88
Nationwide Inv Destinations Agrsv C NDACX 7.39 14.55 8.33 29.25 12.55 2.86
Nationwide Inv Dest Agrsv Svc NDASX 7.42 14.81 8.49 30.07 13.27 3.50
Neiman Large Cap Value A NEAMX 4.71 11.31 5.69 --- --- ---
Neiman Large Cap Value A Load Waived NEAMX.LW 4.71 11.31 5.69 --- --- ---
Natixis CGM Advisor Targeted Equity B NEBGX 12.88 22.62 11.53 41.13 10.86 0.54
Natixis Harris Associates Large Cp Val C NECOX 10.46 18.17 9.90 31.64 13.10 5.35
Natixis CGM Advisor Targeted Equity A NEFGX 12.93 22.97 11.82 42.27 11.72 1.29
Natixis CGM Advisor Targeted Equity A LW NEFGX.LW 12.93 22.97 11.82 42.27 11.72 1.29
Natixis Harris Associates Large Cp Val A NEFOX 10.61 18.52 10.10 32.76 13.99 6.16
Natixis Harris Associates Large Cp A LW NEFOX.LW 10.61 18.52 10.10 32.76 13.99 6.16
Natixis Harris Associates Large Cp Val B NEGBX 10.47 18.14 9.84 31.73 13.11 5.36
Natixis CGM Advisor Targeted Equity C NEGCX 12.85 22.66 11.61 41.23 10.88 0.54
Natixis CGM Advisor Targeted Equity Y NEGYX 12.95 23.07 11.87 42.53 11.96 1.55
Columbia Large Cap Index A NEIAX 7.65 17.68 10.19 30.12 15.61 5.12
Neiman Large Cap Value NEIMX 4.71 11.31 5.69 19.00 11.00 2.61
Natixis Harris Associates Large Cp Val Y NEOYX 10.59 18.64 10.16 32.98 14.26 6.46
Neuberger Berman Focus A NFAAX 7.99 17.95 9.03 36.07 --- ---
Neuberger Berman Focus A Load Waived NFAAX.LW 7.99 17.95 9.03 36.07 --- ---
Neuberger Berman Focus C NFACX 7.93 17.65 8.93 35.13 --- ---
Neuberger Berman Focus Inst NFALX 8.02 18.17 9.21 36.66 --- ---
AllianzGI US Managed Volatility Adminl NGFAX 2.86 18.00 9.87 21.78 13.32 3.42
AllianzGI US Managed Volatility Instl NGFIX 2.87 18.12 9.97 22.16 13.63 3.68
AllianzGI US Managed Volatility A NGWAX 2.90 17.96 9.83 21.73 13.23 3.32
AllianzGI US Managed Volatility A LW NGWAX.LW 2.90 17.96 9.83 21.73 13.23 3.32
AllianzGI US Managed Volatility B NGWBX 2.80 17.60 9.66 20.82 12.37 2.50
AllianzGI US Managed Volatility C NGWCX 2.81 17.61 9.67 20.79 12.36 2.53
AllianzGI US Managed Volatility D NGWDX 2.82 17.99 9.84 21.67 13.21 3.30
Columbia Large Cap Index Z NINDX 7.65 17.80 10.26 30.42 15.89 5.38
Columbia Large Cap Enhanced Core A NMIAX 8.75 18.60 11.28 31.58 16.58 5.73
Columbia Large Cap Enhanced Core A LW NMIAX.LW 8.75 18.60 11.28 31.58 16.58 5.73
Columbia Large Cap Enhanced Core Z NMIMX 8.77 18.81 11.45 31.98 16.90 6.02
Neuberger Berman Multi-Cap Opp A NMUAX 6.53 20.97 9.90 34.18 17.21 ---
Neuberger Berman Multi-Cap Opp A LW NMUAX.LW 6.53 20.97 9.90 34.18 17.21 ---
Neuberger Berman Multi-Cap Opp C NMUCX 6.40 20.54 9.73 33.11 16.33 ---
Neuberger Berman Multi-Cap Opp Inst NMULX 6.58 21.06 10.02 34.67 17.64 6.39
Northern Large Cap Equity NOGEX 7.20 13.65 8.32 26.63 14.33 5.73
Northern Enhanced Large Cap NOLCX 8.22 20.08 11.67 33.24 16.38 5.69
Northern Stock Index NOSIX 7.68 17.84 10.29 30.59 15.88 5.33
Nuveen Santa Barbara Dividend Growth A NSBAX 6.36 13.96 7.85 25.69 16.18 5.89
Nuveen Santa Barbara Dividend Growt A LW NSBAX.LW 6.36 13.96 7.85 25.69 16.18 5.89
Nuveen Santa Barbara Dividend Growth B NSBBX 6.29 13.66 7.70 24.76 15.29 5.09
Nuveen Santa Barbara Dividend Growth C NSBCX 6.29 13.66 7.66 24.76 15.31 5.10
Nuveen Santa Barbara Dividend Growth R6 NSBFX 6.39 --- --- --- --- ---
Nuveen Santa Barbara Dividend Growth I NSBRX 6.35 14.07 7.91 25.98 16.47 6.16
Columbia Large Cap Core Z NSEPX 8.61 17.51 9.82 29.68 14.99 5.04
Columbia Large Cap Core A NSGAX 8.58 17.36 9.78 29.35 14.72 4.79
Columbia Large Cap Core A Load Waived NSGAX.LW 8.58 17.36 9.78 29.35 14.72 4.79
Columbia Large Cap Core C NSGCX 8.52 17.00 9.55 28.36 13.86 4.00
Columbia Large Cap Core B NSIBX 8.52 17.08 9.55 28.43 13.85 4.02
Wells Fargo Advantage Diversified Eq A NVDAX 7.96 15.78 8.67 28.65 13.92 3.88
Wells Fargo Advantage Diversified E A LW NVDAX.LW 7.96 15.78 8.67 28.65 13.92 3.88
Wells Fargo Advantage Diversified Eq B NVDBX 7.95 15.47 8.47 27.69 13.06 3.10
Wells Fargo Advantage Diversified Eq Adm NVDEX 8.02 15.88 8.73 28.98 14.20 4.14
Nationwide A NWFAX 8.05 17.79 9.34 31.26 14.32 2.33
Nationwide A Load Waived NWFAX.LW 8.05 17.79 9.34 31.26 14.32 2.33
Nationwide B NWFBX 8.01 17.50 9.11 30.32 13.52 1.60
Davis NY Venture B NYVBX 8.52 18.48 9.24 28.35 11.63 1.69
Davis NY Venture C NYVCX 8.52 18.53 9.27 28.53 11.77 1.81
Davis NY Venture R NYVRX 8.58 18.73 9.41 29.18 12.29 2.27
Davis NY Venture A NYVTX 8.62 18.89 9.51 29.56 12.66 2.62
Davis NY Venture A Load Waived NYVTX.LW 8.62 18.89 9.51 29.56 12.66 2.62
Oakmark Select I OAKLX 11.20 15.72 8.08 33.72 15.68 9.52
Oakmark I OAKMX 9.79 18.05 9.75 35.34 15.89 9.80
Oppenheimer Rising Dividends A OARDX 7.17 15.38 8.29 26.83 14.47 4.24
Oppenheimer Rising Dividends A LW OARDX.LW 7.17 15.38 8.29 26.83 14.47 4.24
Oakmark Select II OARLX 11.19 15.63 8.00 33.34 15.32 9.25
Oakmark II OARMX 9.76 17.96 9.68 35.01 15.53 9.50
Oppenheimer Rising Dividends B OBRDX 7.09 14.97 8.06 25.67 13.45 3.31
Oppenheimer Rising Dividends C OCRDX 7.07 15.03 8.08 25.80 13.61 3.47
JPMorgan Equity Index C OEICX 7.53 17.32 9.98 29.13 14.70 4.33
O'Shaughnessy All Cap Core A OFAAX 6.79 21.86 13.01 31.25 --- ---
O'Shaughnessy All Cap Core A LW OFAAX.LW 6.79 21.86 13.01 31.25 --- ---
O'Shaughnessy All Cap Core C OFACX 6.71 21.50 12.79 30.28 --- ---
Olstein All Cap Value Adv OFAFX 8.86 19.97 10.64 31.94 14.06 5.34
O'Shaughnessy All Cap Core I OFAIX 6.81 22.02 13.05 31.59 --- ---
Olstein All Cap Value C OFALX 8.79 19.61 10.45 30.94 13.19 4.56
JPMorgan Equity Index A OGEAX 7.64 17.69 10.19 30.14 15.58 5.11
JPMorgan Equity Index A Load Waived OGEAX.LW 7.64 17.69 10.19 30.14 15.58 5.11
JPMorgan Equity Index B OGEIX 7.55 17.34 10.00 29.15 14.71 4.32
JPMorgan Investor Growth C OGGCX 7.55 14.63 8.44 26.99 12.01 4.13
JPMorgan Investor Growth B OGIGX 7.61 14.71 8.53 27.01 12.03 4.13
Oppenheimer Rising Dividends I OIRDX 7.23 15.54 8.41 27.31 --- ---
Oppenheimer Main Street N OMGNX 7.87 14.81 9.35 27.00 15.04 4.16
Oppenheimer Main Street Select B OMOBX 7.78 13.74 8.48 25.25 12.66 3.46
Oppenheimer Main Street B OMSBX 7.80 14.51 9.17 26.15 14.30 3.53
Oppenheimer Main Street Select C OMSCX 7.78 13.77 8.47 25.37 12.80 3.56
Oppenheimer Main Street I OMSIX 7.92 15.08 9.54 27.90 --- ---
Oppenheimer Main Street Select N OMSNX 7.80 13.99 8.61 26.00 13.29 4.04
Oppenheimer Main Street Select A OMSOX 7.82 14.11 8.69 26.30 13.63 4.32
Oppenheimer Main Street Select A LW OMSOX.LW 7.82 14.11 8.69 26.30 13.63 4.32
Oppenheimer Main Street Select Y OMSYX 7.90 14.24 8.75 26.73 13.99 4.71
JPMorgan Investor Growth A ONGAX 7.57 14.88 8.62 27.66 12.62 4.72
JPMorgan Investor Growth A Load Waived ONGAX.LW 7.57 14.88 8.62 27.66 12.62 4.72
JPMorgan Investor Growth Select ONIFX 7.63 15.05 8.74 28.06 12.91 5.00
Oppenheimer Rising Dividends N ONRDX 7.15 15.25 8.25 26.35 14.07 3.92
Oppenheimer Rising Dividends Y OYRDX 7.17 15.41 8.35 27.04 14.73 4.53
T. Rowe Price Capital Opportunity Adv PACOX 7.72 17.66 10.05 29.72 15.00 5.07
ESG Managers Growth Port A PAGAX 6.76 15.62 7.91 28.51 11.22 ---
ESG Managers Growth Port A Load Waived PAGAX.LW 6.76 15.62 7.91 28.51 11.22 ---
ESG Managers Growth Port C PAGCX 6.63 15.21 7.69 27.28 10.40 ---
ESG Managers Growth Port Inst PAGIX 6.82 15.74 8.05 28.63 11.56 ---
Pacific Advisors Large Cap Value A PAGTX 7.07 17.12 10.49 24.97 12.00 2.18
Pacific Advisors Large Cap Value A LW PAGTX.LW 7.07 17.12 10.49 24.97 12.00 2.18
Pioneer Research A PATMX 8.52 17.08 9.27 28.12 15.58 6.10
Pioneer Research A Load Waived PATMX.LW 8.52 17.08 9.27 28.12 15.58 6.10
T. Rowe Price US Large-Cap Core Adv PAULX 6.98 16.50 10.00 30.22 15.53 ---
Prudential Jennison Value A PBEAX 9.85 17.87 9.13 34.77 12.11 2.87
Prudential Jennison Value A Load Waived PBEAX.LW 9.85 17.87 9.13 34.77 12.11 2.87
Payson Total Return PBFDX 8.14 11.29 8.52 21.07 13.70 6.18
Pioneer B PBODX 7.42 17.56 9.90 26.91 10.85 1.98
Prudential Jennison Value B PBQIX 9.77 17.59 8.90 33.75 11.35 2.15
Pioneer Research B PBTMX 8.52 16.77 9.12 27.04 14.54 5.16
Principal Capital Appreciation R-1 PCAMX 8.19 17.58 9.47 28.72 13.46 ---
Principal Capital Appreciation R-2 PCANX 8.19 17.65 9.49 28.87 13.60 ---
Principal Capital Appreciation R-3 PCAOX 8.22 17.71 9.54 29.12 13.81 ---
Principal Capital Appreciation R-4 PCAPX 8.22 17.80 9.58 29.37 14.01 ---
Principal Capital Appreciation R-5 PCAQX 8.24 17.86 9.63 29.51 14.16 ---
Principal Capital Appreciation P PCFPX 8.26 17.88 9.64 29.59 --- ---
Putnam Investors C PCINX 8.04 17.49 9.94 30.50 14.39 4.33
Pioneer C PCODX 7.45 17.76 10.04 27.45 11.27 2.33
Pioneer Research C PCTMX 8.39 16.68 9.08 26.92 14.50 5.14
Target Growth Allocation Z PDHZX 7.92 16.36 9.81 29.44 13.20 2.51
Virtus Growth & Income A PDIAX 9.67 14.95 7.21 26.08 14.55 3.70
Virtus Growth & Income A Load Waived PDIAX.LW 9.67 14.95 7.21 26.08 14.55 3.70
Prudential Stock Index I PDSIX 7.62 17.77 10.22 30.46 15.93 5.46
Prudential Jennison Value C PEICX 9.71 17.53 8.91 33.78 11.33 2.14
Prudential Jennison Value Z PEIZX 9.84 18.00 9.19 35.13 12.47 3.17
Dreyfus S&P 500 Index PEOPX 7.64 17.71 10.19 30.13 15.56 5.07
Target Growth Allocation R PGARX 7.80 16.24 9.66 28.92 12.78 2.06
Pacific Advisors Large Cap Value C PGCCX 6.97 16.85 10.26 24.13 11.19 1.40
Virtus Growth & Income C PGICX 9.60 14.59 7.00 25.08 13.68 2.93
Target Growth Allocation A PHGAX 7.92 16.23 9.69 29.02 12.92 2.25
Target Growth Allocation A Load Waived PHGAX.LW 7.92 16.23 9.69 29.02 12.92 2.25
Target Growth Allocation C PHGCX 7.80 15.97 9.55 28.07 12.09 1.50
Target Growth Allocation B PIHGX 7.81 15.99 9.46 28.10 12.06 1.49
PNC S&P 500 Index A PIIAX 7.64 17.65 10.14 29.95 15.43 5.02
PNC S&P 500 Index A Load Waived PIIAX.LW 7.64 17.65 10.14 29.95 15.43 5.02
Putnam Investors A PINVX 8.07 17.87 10.15 31.45 15.24 5.13
Putnam Investors A Load Waived PINVX.LW 8.07 17.87 10.15 31.45 15.24 5.13
Pioneer A PIODX 7.54 18.14 10.29 28.47 12.16 3.14
Pioneer A Load Waived PIODX.LW 7.54 18.14 10.29 28.47 12.16 3.14
Pioneer R PIORX 7.49 18.01 10.18 28.09 11.81 2.86
Pioneer Z PIOZX 7.52 18.16 10.29 28.62 12.40 3.45
Virtus Quality Large-Cap Value I PIPTX 7.33 16.24 9.09 26.17 13.21 ---
Putnam Investors R6 PIVEX 8.11 18.05 10.30 --- --- ---
Putnam Investors R5 PIVLX 8.18 17.99 10.23 --- --- ---
Putnam Investors R PIVRX 8.06 17.70 10.10 31.10 14.96 4.85
PIMCO Fundamental IndexPLUS AR A PIXAX 7.86 21.39 12.17 42.38 23.17 13.06
PIMCO Fundamental IndexPLUS AR A LW PIXAX.LW 7.86 21.39 12.17 42.38 23.17 13.06
PIMCO Fundamental IndexPLUS AR C PIXCX 7.86 21.13 11.95 41.37 22.30 12.22
PIMCO Fundamental IndexPLUS AR D PIXDX 7.87 21.49 12.25 42.33 23.20 13.08
PIMCO Fundamental IndexPLUS AR P PIXPX 8.00 21.66 12.26 42.70 23.55 13.41
Prudential Jennison Equity Income R PJERX 5.92 15.71 9.16 27.62 --- ---
Prudential Jennison Equity Opp C PJGCX 9.43 15.78 7.35 30.63 13.54 5.34
Prudential Jennison Equity Opp Z PJGZX 9.50 16.16 7.57 31.89 14.67 6.41
Prudential Jennison Equity Opp A PJIAX 9.52 16.08 7.47 31.49 14.33 6.07
Prudential Jennison Equity Opp A LW PJIAX.LW 9.52 16.08 7.47 31.49 14.33 6.07
Prudential Jennison Equity Opp B PJIBX 9.43 15.78 7.35 30.63 13.58 5.34
Prudential Jennison Equity Income Q PJIQX 6.05 16.00 9.35 28.45 --- ---
Prudential Jennison Equity Opp R PJORX 9.50 16.02 7.48 31.27 14.14 5.85
Prudential Jennison Value Q PJVQX 9.84 18.09 9.26 35.36 --- ---
Plumb Equity PLBEX 8.31 14.34 6.84 18.81 7.96 2.25
Principal Large Cap Blend II Inst PLBIX 7.55 17.53 10.00 29.70 14.52 4.94
Principal Large Cap Blend II J PLBJX 7.48 17.40 9.90 29.21 14.04 4.44
Principal Large Cap Blend II R1 PLBSX 7.39 17.15 9.75 28.50 13.56 4.04
Principal Large Cap S&P 500 Index Inst PLFIX 7.61 17.75 10.23 30.35 15.87 5.33
Principal Large Cap S&P 500 Index R3 PLFMX 7.59 17.60 10.11 29.77 15.22 4.75
Principal Large Cap S&P 500 Index R2 PLFNX 7.58 17.45 9.99 29.50 15.02 4.56
Principal Large Cap S&P 500 Index R5 PLFPX 7.61 17.74 10.20 30.14 15.59 5.07
Principal Large Cap S&P 500 Index R4 PLFSX 7.57 17.55 10.08 29.84 15.42 4.93
Principal Large Cap S&P 500 Index C PLICX 7.59 17.36 9.92 28.91 14.60 4.11
Principal Large Cap S&P 500 Index R1 PLPIX 7.53 17.33 9.95 29.29 14.85 4.41
Principal Large Cap S&P 500 Index A PLSAX 7.69 17.72 10.22 29.93 15.39 4.83
Principal Large Cap S&P 500 Index A LW PLSAX.LW 7.69 17.72 10.22 29.93 15.39 4.83
Putnam Low Volatility Equity A PLVEX 2.58 --- --- --- --- ---
Putnam Low Volatility Equity A LW PLVEX.LW 2.58 --- --- --- --- ---
Putnam Low Volatility Equity B PLVFX 2.48 --- --- --- --- ---
Putnam Low Volatility Equity C PLVGX 2.48 --- --- --- --- ---
Putnam Low Volatility Equity M PLVHX 2.48 --- --- --- --- ---
Putnam Low Volatility Equity Y PLVKX 2.48 --- --- --- --- ---
PMC Diversified Equity PMDEX 7.32 13.75 7.26 28.61 13.72 ---
Putnam Multi-Cap Core A PMYAX 8.98 19.72 11.31 34.94 --- ---
Putnam Multi-Cap Core A Load Waived PMYAX.LW 8.98 19.72 11.31 34.94 --- ---
Putnam Multi-Cap Core B PMYBX 8.91 19.37 11.09 33.92 --- ---
Putnam Multi-Cap Core C PMYCX 8.93 19.30 11.11 33.89 --- ---
Putnam Multi-Cap Core M PMYMX 8.95 19.46 11.20 34.31 --- ---
Putnam Multi-Cap Core Y PMYYX 9.04 19.88 11.37 35.33 --- ---
Putnam Multi-Cap Core R PMYZX 8.98 19.64 11.31 34.64 --- ---
Putnam Research A PNRAX 7.85 16.64 9.74 30.79 15.27 6.17
Putnam Research A Load Waived PNRAX.LW 7.85 16.64 9.74 30.79 15.27 6.17
Putnam Investors B PNVBX 8.06 17.53 9.99 30.46 14.39 4.31
Putnam Investors M PNVMX 8.01 17.59 9.99 30.81 14.64 4.58
Putnam Investors Y PNVYX 8.14 17.97 10.20 31.79 15.52 5.37
T. Rowe Price Total Equity Market Idx POMIX 8.03 18.12 10.10 31.59 15.83 5.87
PRIMECAP Odyssey Stock POSKX 7.52 19.90 12.05 32.61 15.07 7.40
PNC S&P 500 Index C PPICX 7.53 17.27 9.93 28.89 14.54 4.22
PIMCO StocksPLUS Admin PPLAX 7.64 18.51 10.51 34.50 18.20 6.19
Virtus Quality Large-Cap Value A PPTAX 7.24 16.14 9.00 25.88 12.94 2.87
Virtus Quality Large-Cap Value A LW PPTAX.LW 7.24 16.14 9.00 25.88 12.94 2.87
Virtus Quality Large-Cap Value C PPTCX 7.19 15.72 8.80 24.79 12.07 2.07
Principal Large Cap Blend II R3 PPZMX 7.41 17.22 9.88 28.94 13.92 4.36
Principal Large Cap Blend II R2 PPZNX 7.41 17.20 9.77 28.72 13.67 4.17
Principal Large Cap Blend II R5 PPZPX 7.48 17.37 9.84 29.36 14.24 4.69
Principal Large Cap Blend II R4 PPZSX 7.46 17.32 9.91 29.20 14.11 4.56
Putnam Research C PRACX 7.76 16.33 9.58 29.85 14.41 5.38
Parnassus Equity Income - Inv PRBLX 6.71 18.22 9.38 32.18 15.12 8.46
T. Rowe Price Capital Opportunity PRCOX 7.69 17.80 10.13 30.15 15.38 5.41
T. Rowe Price Dividend Growth PRDGX 6.53 16.72 9.37 29.42 15.51 6.07
T. Rowe Price Equity Index 500 PREIX 7.67 17.79 10.27 30.38 15.78 5.31
Putnam Research B PRFBX 7.72 16.30 9.53 29.85 14.39 5.37
Putnam Research M PRFMX 7.81 16.39 9.65 30.22 14.69 5.65
Pioneer Research Y PRFYX 8.61 17.20 9.45 28.38 15.87 6.40
Parnassus Equity Income - Inst PRILX 6.71 18.26 9.40 32.36 15.33 8.68
Putnam Research R PRSRX 7.78 16.47 9.68 30.49 14.96 5.92
Principal SAM Strategic Growth R5 PSGFX 7.48 15.08 8.43 28.65 13.77 3.98
Principal SAM Strategic Growth R1 PSGGX 7.46 14.81 8.29 27.80 13.08 3.33
Principal SAM Strategic Growth R4 PSGLX 7.46 15.04 8.41 28.49 13.62 3.86
Principal SAM Strategic Growth R3 PSGPX 7.44 14.98 8.39 28.20 13.43 3.65
Principal SAM Strategic Growth R2 PSGVX 7.44 14.85 8.33 28.01 13.22 3.47
Prudential Stock Index A PSIAX 7.61 17.65 10.14 29.99 15.53 5.08
Prudential Stock Index A Load Waived PSIAX.LW 7.61 17.65 10.14 29.99 15.53 5.08
Prudential Stock Index C PSICX 7.55 17.34 9.97 29.21 14.84 4.37
Prudential Stock Index Z PSIFX 7.62 17.77 10.22 30.34 15.87 5.39
PIMCO StocksPLUS P PSKPX 7.68 18.51 10.69 34.65 18.22 6.24
PIMCO StocksPLUS Long Duration Instl PSLDX 4.77 16.65 11.83 35.04 28.41 14.52
PIMCO StocksPLUS Absolute Return C PSOCX 7.07 17.89 10.93 35.15 20.26 8.05
PIMCO StocksPLUS A PSPAX 7.67 18.47 10.57 34.28 17.93 5.95
PIMCO StocksPLUS A Load Waived PSPAX.LW 7.67 18.47 10.57 34.28 17.93 5.95
PIMCO StocksPLUS B PSPBX 7.71 18.08 10.46 33.26 17.04 5.17
PIMCO StocksPLUS C PSPCX 7.65 18.23 10.39 33.63 17.33 5.43
PIMCO StocksPLUS D PSPDX 7.71 18.48 10.51 34.24 17.90 5.96
Principal Large Cap S&P 500 Index J PSPJX 7.67 17.68 10.22 29.96 15.38 4.84
PIMCO StocksPLUS R PSPRX 7.74 18.43 10.55 33.99 17.68 5.73
PIMCO StocksPLUS Absolute Return Instl PSPTX 7.18 18.44 11.23 36.62 21.67 9.30
PIMCO StocksPLUS Absolute Return D PSTDX 7.29 18.35 11.29 36.17 21.14 8.84
PIMCO StocksPLUS Instl PSTKX 7.79 18.60 10.76 34.96 18.42 6.38
Putnam Strategic Volatility Equity A PSVEX 2.57 --- --- --- --- ---
Putnam Strategic Volatility Equity A LW PSVEX.LW 2.57 --- --- --- --- ---
Putnam Strategic Volatility Equity B PSVGX 2.47 --- --- --- --- ---
Putnam Strategic Volatility Equity C PSVHX 2.47 --- --- --- --- ---
Putnam Strategic Volatility Equity M PSVOX 2.47 --- --- --- --- ---
Putnam Strategic Volatility Equity Y PSVYX 2.57 --- --- --- --- ---
Principal SAM Strategic Growth Inst PSWIX 7.50 15.19 8.50 28.87 14.05 4.22
Principal SAM Strategic Growth J PSWJX 7.49 15.03 8.44 28.52 13.61 3.76
PNC S&P 500 Index I PSXIX 7.61 17.64 10.16 30.13 15.70 5.28
Prudential Large Cap Core Equity Z PTEZX 7.87 17.85 10.31 31.64 15.95 4.58
Prudential Large Cap Core Equity A PTMAX 7.85 17.80 10.24 31.38 15.66 4.30
Prudential Large Cap Core Equity A LW PTMAX.LW 7.85 17.80 10.24 31.38 15.66 4.30
Prudential Large Cap Core Equity B PTMBX 7.78 17.37 10.05 30.36 14.80 3.55
Prudential Large Cap Core Equity C PTMCX 7.77 17.36 9.95 30.33 14.79 3.55
PIMCO StocksPLUS Absolute Return A PTOAX 7.22 18.27 11.17 36.08 21.14 8.85
PIMCO StocksPLUS Absolute Return A LW PTOAX.LW 7.22 18.27 11.17 36.08 21.14 8.85
PIMCO StocksPLUS Absolute Return B PTOBX 7.19 18.00 11.00 35.09 20.33 8.10
PIMCO StocksPLUS Absolute Return P PTOPX 7.22 18.41 11.29 36.53 21.54 9.19
Putnam Research Y PURYX 7.80 16.72 9.80 31.14 15.54 6.44
Virtus AlphaSector Rotation A PWBAX 7.09 17.82 9.65 29.14 14.33 5.58
Virtus AlphaSector Rotation A LW PWBAX.LW 7.09 17.82 9.65 29.14 14.33 5.58
Virtus AlphaSector Rotation C PWBCX 7.00 17.55 9.50 28.20 13.54 4.81
Principal Capital Appreciation Inst PWCIX 8.28 17.98 9.71 29.85 14.45 6.62
Virtus Growth & Income I PXIIX 9.68 15.04 7.27 26.28 14.81 3.95
PIMCO Fundamental IndexPLUS AR Admin PXTAX 7.92 21.56 12.26 42.66 23.41 13.24
PIMCO Fundamental IndexPLUS AR Inst PXTIX 7.98 21.57 12.38 42.87 23.69 13.53
Pioneer Y PYODX 7.55 18.24 10.35 28.85 12.55 3.56
Pear Tree Quality Institutional QGIAX 5.73 16.71 10.46 25.97 16.62 2.51
Crawford Dividend Growth R RCDGX 6.83 18.32 8.78 27.49 --- ---
RS Large Cap Alpha K RCEKX 7.94 20.19 10.36 35.76 12.23 4.67
RS Large Cap Alpha Y RCEYX 7.99 20.48 10.53 36.58 12.97 5.34
Schwartz Value RCMFX 6.40 12.74 4.74 18.39 11.03 5.27
RS Large Cap Alpha C RCOCX 7.89 19.99 10.26 35.17 11.77 4.26
Columbia Large Core Quantitative C RDCEX 8.88 17.43 11.48 29.21 16.13 3.95
Columbia Large Core Quantitative W RDEWX 8.82 17.69 11.68 30.13 16.91 4.66
Russell US Core Equity E REAEX 7.57 17.06 9.51 30.67 13.89 3.09
Russell US Core Equity I REASX 7.61 17.19 9.62 31.05 14.20 3.36
Russell US Core Equity Y REAYX 7.62 17.24 9.66 31.26 14.32 3.44
Russell US Defensive Equity I REDSX 6.11 19.18 11.32 27.62 15.45 4.53
FundX ETF Upgrader REMIX 7.87 11.82 7.26 24.33 9.90 -0.30
Russell US Defensive Equity A REQAX 6.05 19.05 11.24 27.20 15.08 ---
Russell US Defensive Equity A LW REQAX.LW 6.05 19.05 11.24 27.20 15.08 ---
Russell US Defensive Equity C REQCX 6.00 18.70 11.04 26.24 14.21 ---
Russell US Defensive Equity E REQEX 6.05 19.05 11.24 27.20 15.14 4.25
Russell US Core Equity C REQSX 7.52 16.73 9.34 29.67 12.98 ---
Russell US Defensive Equity S REQTX 6.10 19.17 11.32 27.48 15.36 ---
Russell US Defensive Equity Y REUYX 6.11 19.25 11.36 27.75 15.58 4.62
American Funds Fundamental Invs R1 RFNAX 8.48 16.26 9.93 31.61 14.50 3.16
American Funds Fundamental Invs R2 RFNBX 8.51 16.28 9.94 31.65 14.52 3.16
American Funds Fundamental Invs R3 RFNCX 8.51 16.43 10.03 32.19 15.02 3.65
American Funds Fundamental Invs R4 RFNEX 8.56 16.59 10.12 32.59 15.37 3.96
American Funds Fundamental Invs R5 RFNFX 8.58 16.71 10.20 33.00 15.72 4.27
American Funds Fundamental Invs R6 RFNGX 8.59 16.73 10.22 33.04 15.77 ---
American Funds Invmt Co of Amer R1 RICAX 7.47 16.71 11.19 29.63 13.07 3.93
American Funds Invmt Co of Amer R2 RICBX 7.47 16.74 11.19 29.64 13.07 3.89
American Funds Invmt Co of Amer R3 RICCX 7.51 16.92 11.30 30.21 13.57 4.40
American Funds Invmt Co of Amer R4 RICEX 7.57 17.07 11.41 30.64 13.95 4.73
American Funds Invmt Co of Amer R5 RICFX 7.59 17.20 11.50 31.01 14.27 5.04
American Funds Invmt Co of Amer R6 RICGX 7.55 17.21 11.48 31.07 14.33 ---
Russell US Large Cap Equity C RLCCX 7.61 16.70 9.22 28.87 --- ---
Russell US Large Cap Equity S RLCSX 7.69 17.20 9.40 30.22 --- ---
Russell US Large Cap Equity A RLCZX 7.61 16.97 9.38 29.80 --- ---
Russell US Large Cap Equity A LW RLCZX.LW 7.61 16.97 9.38 29.80 --- ---
Russell US Core Equity S RLISX 7.61 17.16 9.59 30.99 14.11 ---
Royce Special Equity Multi-Cap Instl RMUIX 9.63 19.33 10.77 28.76 --- ---
RiverNorth Dynamic Buy-Write R RNBWX 2.40 2.09 1.08 --- --- ---
Russell Strategic Call Overwriting S ROWSX 3.18 8.56 4.34 --- --- ---
Columbia Large Core Quantitative K RQEYX 8.97 17.87 11.68 30.28 17.16 4.88
T. Rowe Price Capital Opportunity R RRCOX 7.67 17.54 9.99 29.42 14.68 4.80
Russell US Strategic Equity A RSEAX 7.77 17.84 9.91 --- --- ---
Russell US Strategic Equity A LW RSEAX.LW 7.77 17.84 9.91 --- --- ---
Russell US Strategic Equity C RSECX 7.69 17.46 9.76 --- --- ---
Russell US Strategic Equity E RSEEX 7.67 17.70 9.89 --- --- ---
Royce Special Equity Multi-Cap Service RSEMX 9.61 19.18 10.65 28.33 --- ---
Russell US Strategic Equity S RSESX 7.76 17.87 10.05 --- --- ---
Columbia Large Core Quantitative R5 RSIPX 8.86 17.96 11.73 30.58 17.46 5.13
Royce Special Equity Multi-Cap Invt RSMCX 9.55 19.24 10.69 28.62 --- ---
State Farm S&P 500 Index R3 RSPHX 7.64 17.63 10.17 29.90 15.42 4.96
State Farm S&P 500 Index R1 RSPOX 7.58 17.49 10.11 29.37 14.89 4.44
State Farm S&P 500 Index R2 RSPTX 7.53 17.48 10.07 29.58 15.08 4.63
Russell US Core Equity A RSQAX 7.57 17.06 9.51 30.63 13.82 ---
Russell US Core Equity A Load Waived RSQAX.LW 7.57 17.06 9.51 30.63 13.82 ---
Rydex Nova A RYANX 11.50 26.91 15.18 46.38 21.63 3.84
Rydex Nova A Load Waived RYANX.LW 11.50 26.91 15.18 46.38 21.63 3.84
Rydex S&P 500 2x Strategy C RYCTX 15.54 36.57 20.45 62.62 25.89 0.46
Rydex Nova Adv RYNAX 11.47 26.71 15.12 45.87 21.31 3.56
Rydex Nova C RYNCX 11.43 26.54 15.01 45.31 20.74 3.06
Rydex Nova Inv RYNVX 11.52 27.03 15.25 46.78 21.95 4.10
Rydex S&P 500 A RYSOX 7.53 17.10 9.86 28.57 14.24 3.91
Rydex S&P 500 A Load Waived RYSOX.LW 7.53 17.10 9.86 28.57 14.24 3.91
Rydex S&P 500 H RYSPX 7.53 17.10 9.86 28.52 14.26 3.92
Rydex S&P 500 C RYSYX 7.45 16.78 9.68 27.56 13.29 3.08
Rydex S&P 500 2x Strategy H RYTNX 15.63 36.94 20.67 63.70 26.74 1.19
Rydex S&P 500 2x Strategy A RYTTX 15.63 36.96 20.66 63.77 26.77 1.18
Rydex S&P 500 2x Strategy A Load Waived RYTTX.LW 15.63 36.96 20.66 63.77 26.77 1.18
ClearBridge Equity O SABRX 7.40 17.28 9.88 29.36 13.25 3.97
Principal SAM Strategic Growth A SACAX 7.48 15.04 8.41 28.43 13.59 3.81
Principal SAM Strategic Growth A LW SACAX.LW 7.48 15.04 8.41 28.43 13.59 3.81
SA US Core Market SAMKX 7.87 17.63 9.79 30.22 15.21 5.36
IIT Sector Allocation Model SAMSX 6.93 17.43 9.50 29.43 --- ---
ClearBridge Appreciation B SAPBX 6.05 16.06 9.12 27.28 13.74 4.54
ClearBridge Appreciation C SAPCX 6.02 16.21 9.15 27.74 14.15 4.84
ClearBridge Appreciation I SAPYX 6.12 16.73 9.44 29.17 15.43 5.90
Principal SAM Strategic Growth B SBCAX 7.40 14.64 8.19 27.30 12.69 2.99
Invesco U.S. Quantitative Core B SBCUX 7.51 17.06 10.11 30.37 13.47 2.98
Legg Mason Batterymarch S&P 500 Index D SBSDX 7.61 17.78 10.20 30.35 15.73 5.19
Legg Mason Batterymarch S&P 500 Index A SBSPX 7.60 17.67 10.13 30.07 15.47 4.98
Invesco U.S. Quantitative Core A SCAUX 7.64 17.36 10.46 31.32 14.34 3.73
Invesco U.S. Quantitative Core A LW SCAUX.LW 7.64 17.36 10.46 31.32 14.34 3.73
Invesco U.S. Quantitative Core Y SCAYX 7.62 17.44 10.42 31.65 14.62 ---
Invesco U.S. Quantitative Core C SCCUX 7.53 16.96 10.13 30.27 13.39 2.94
DWS Core Equity S SCDGX 8.43 19.23 9.53 35.44 15.06 5.99
Invesco U.S. Quantitative Core R5 SCIUX 7.72 17.55 10.53 31.89 14.69 4.05
Invesco U.S. Quantitative Core Investor SCNUX 7.62 17.44 10.42 31.36 14.34 3.76
DWS S&P 500 Index S SCPIX 7.67 17.74 10.23 30.22 15.73 5.22
Invesco U.S. Quantitative Core R SCRUX 7.68 17.31 10.38 31.16 14.05 3.50
Sentinel Common Stock C SCSCX 7.25 16.43 8.33 28.16 14.32 4.36
Sit Dividend Growth I SDVGX 6.67 17.41 9.55 29.66 16.40 6.94
Sit Dividend Growth S SDVSX 6.69 17.32 9.45 29.36 16.12 6.66
Guggenheim StylePlus - Lg Core Fd A SECEX 6.61 14.59 7.47 23.88 11.14 2.71
Guggenheim StylePlus - Lg Core Fd A LW SECEX.LW 6.61 14.59 7.47 23.88 11.14 2.71
Steward Large Cap Enhanced Index Inst SEECX 9.08 19.42 10.99 34.02 16.58 7.03
Steward Large Cap Enhanced Index Indv SEEKX 9.01 19.25 10.87 33.49 16.16 6.66
Sentinel Common Stock A SENCX 7.34 16.83 8.56 29.24 15.32 5.29
Sentinel Common Stock A Load Waived SENCX.LW 7.34 16.83 8.56 29.24 15.32 5.29
Guggenheim StylePlus - Lg Core Fd B SEQBX 6.51 14.07 7.16 22.38 10.05 1.77
Sequoia SEQUX 6.21 15.10 7.07 27.08 18.29 8.96
SunAmerica Strategic Value B SFDBX 8.42 17.88 9.49 31.50 13.88 1.48
Guggenheim StylePlus - Lg Core Fd C SFECX 6.50 14.15 7.20 22.69 10.29 1.92
SunAmerica Strategic Value A SFVAX 8.51 18.33 9.79 32.71 14.81 2.24
SunAmerica Strategic Value A LW SFVAX.LW 8.51 18.33 9.79 32.71 14.81 2.24
ClearBridge All Cap Value B SFVBX 7.48 17.45 7.56 32.34 11.54 2.48
ClearBridge All Cap Value C SFVCX 7.49 17.62 7.64 32.89 12.00 2.85
SunAmerica Strategic Value C SFVTX 8.42 18.02 9.61 31.83 14.03 1.58
ClearBridge All Cap Value I SFVYX 7.61 18.07 7.88 34.35 13.21 3.89
State Farm S&P 500 Index Instl SFXIX 7.63 17.70 10.15 30.05 15.52 5.05
Columbia Contrarian Core T SGIEX 8.39 18.84 10.02 33.28 16.93 7.18
ClearBridge Appreciation A SHAPX 6.09 16.56 9.38 28.64 14.99 5.57
ClearBridge Appreciation A Load Waived SHAPX.LW 6.09 16.56 9.38 28.64 14.99 5.57
ClearBridge All Cap Value A SHFVX 7.55 17.90 7.83 33.67 12.71 3.40
ClearBridge All Cap Value A Load Waived SHFVX.LW 7.55 17.90 7.83 33.67 12.71 3.40
SSgA IAM Shares Instl SIAMX 7.60 17.95 10.22 30.47 15.54 5.41
Sentinel Common Stock I SICWX 7.37 16.96 8.62 29.64 15.69 5.68
Summit Glbl Invsmts US Low Vol Eq I SILVX 4.19 19.41 11.03 27.84 --- ---
STAAR Larger Company Stock SITLX 4.34 13.89 6.81 20.45 10.17 1.61
RidgeWorth Agrsv Gr Allc Strat A SLAAX 6.78 11.12 6.17 21.91 10.22 2.88
RidgeWorth Agrsv Gr Allc Strat A LW SLAAX.LW 6.78 11.12 6.17 21.91 10.22 2.88
Selected American Shares D SLADX 8.45 17.92 9.05 28.90 12.91 2.97
Selected American Shares S SLASX 8.43 17.77 8.94 28.44 12.53 2.63
Saratoga Large Capitalization Value I SLCVX 8.90 17.55 10.54 38.38 13.16 2.44
State Farm Equity A Legacy SLEAX 8.36 18.41 11.51 32.15 14.71 2.45
State Farm Equity A Legacy Load Waived SLEAX.LW 8.36 18.41 11.51 32.15 14.71 2.45
State Farm Equity B Legacy SLEBX 8.40 18.17 11.42 31.70 14.25 2.02
State Farm Equity Instl SLEIX 8.51 18.60 11.78 32.79 15.06 2.70
SEI Instl Mgd Large Cap A SLGAX 7.81 17.43 9.55 30.71 14.90 ---
State Farm S&P 500 Index A Legacy SLIAX 7.57 17.57 10.10 29.61 15.22 4.77
State Farm S&P 500 Index A Legacy LW SLIAX.LW 7.57 17.57 10.10 29.61 15.22 4.77
State Farm S&P 500 Index B Legacy SLIBX 7.54 17.38 9.96 29.12 14.75 4.33
Saratoga Large Capitalization Value C SLVCX 8.92 17.21 10.30 37.11 12.07 1.44
Saratoga Large Capitalization Value A SLVYX 8.87 17.35 10.47 38.08 12.78 2.09
Saratoga Large Capitalization Value A LW SLVYX.LW 8.87 17.35 10.47 38.08 12.78 2.09
Saratoga Large Capitalization Value B SLVZX 8.87 17.11 10.33 37.63 12.21 1.51
Columbia Contrarian Core Z SMGIX 8.39 18.99 10.13 33.64 17.27 7.49
Smead Value Investor SMVLX 7.16 23.40 13.73 47.56 21.67 9.56
Smead Value Institutional SMVMX 7.16 23.54 13.81 47.88 21.95 ---
Schroder North American Equity Inv SNAEX 7.87 17.64 9.92 29.56 15.25 5.35
Schroder North American Equity Adv SNAVX 7.89 17.47 9.85 29.20 14.84 4.99
State Farm Equity A SNEAX 8.40 18.53 11.53 32.30 14.72 2.44
State Farm Equity A Load Waived SNEAX.LW 8.40 18.53 11.53 32.30 14.72 2.44
State Farm Equity B SNEBX 8.29 18.07 11.42 31.34 13.88 1.71
State Farm S&P 500 Index A SNPAX 7.60 17.65 10.14 29.69 15.21 4.77
State Farm S&P 500 Index A Load Waived SNPAX.LW 7.60 17.65 10.14 29.69 15.21 4.77
State Farm S&P 500 Index B SNPBX 7.50 17.19 9.94 28.74 14.39 4.03
Schwab 1000 Index SNXFX 7.82 17.89 10.10 30.57 15.81 5.53
Spirit of America Large Cap Value A SOAVX 6.48 14.86 8.95 22.56 12.37 3.80
Spirit of America Large Cap Value A LW SOAVX.LW 6.48 14.86 8.95 22.56 12.37 3.80
JHancock Sovereign Investors I SOIIX 5.26 14.03 7.72 23.51 11.23 3.88
JHancock Sovereign Investors B SOVBX 5.17 13.54 7.42 22.19 10.04 2.67
JHancock Sovereign Investors C SOVCX 5.15 13.57 7.40 22.19 10.03 2.69
JHancock Sovereign Investors A SOVIX 5.26 13.87 7.63 23.07 10.81 3.41
JHancock Sovereign Investors A LW SOVIX.LW 5.26 13.87 7.63 23.07 10.81 3.41
Legg Mason Cap Mgmt All Cap A SPAAX 8.25 20.30 10.55 32.29 15.25 5.79
Legg Mason Cap Mgmt All Cap A LW SPAAX.LW 8.25 20.30 10.55 32.29 15.25 5.79
Legg Mason Cap Mgmt All Cap C SPBLX 8.16 19.95 10.25 31.52 14.60 5.50
Shelton S&P 500 Index Direct SPFIX 7.60 17.72 10.18 30.22 15.89 5.50
Invesco S&P 500 Index A SPIAX 7.67 17.68 10.18 30.02 15.44 5.07
Invesco S&P 500 Index A Load Waived SPIAX.LW 7.67 17.68 10.18 30.02 15.44 5.07
Invesco S&P 500 Index B SPIBX 7.56 17.29 9.91 29.06 14.58 4.27
Invesco S&P 500 Index C SPICX 7.52 17.28 9.89 29.01 14.59 4.30
Invesco S&P 500 Index Y SPIDX 7.65 17.70 10.20 30.32 15.72 5.33
SEI Instl Mgd S&P 500 Index I SPIIX 7.64 17.61 10.16 29.94 15.47 4.89
Prudential Jennison Equity Income A SPQAX 5.98 15.84 9.28 28.02 14.79 7.21
Prudential Jennison Equity Income A LW SPQAX.LW 5.98 15.84 9.28 28.02 14.79 7.21
Shelton S&P 500 Index K SPXKX 7.56 17.50 10.06 29.59 15.31 4.98
State Farm Equity R3 SREHX 8.37 18.45 11.64 32.54 14.94 2.62
State Farm Equity R1 SREOX 8.42 18.38 11.54 31.98 14.34 2.12
State Farm Equity R2 SRETX 8.43 18.40 11.56 32.02 14.55 2.32
MFS Equity Opportunities A SRFAX 8.76 19.58 12.62 36.05 18.88 3.87
MFS Equity Opportunities A Load Waived SRFAX.LW 8.76 19.58 12.62 36.05 18.88 3.87
MFS Equity Opportunities B SRFBX 8.67 19.18 12.36 35.04 17.98 3.09
MFS Equity Opportunities C SRFCX 8.66 19.16 12.35 35.00 17.97 3.10
MFS Equity Opportunities R1 SRFDX 8.69 19.17 12.39 35.01 17.98 3.10
MFS Equity Opportunities R2 SRFEX 8.71 19.41 12.49 35.65 18.57 3.61
MFS Equity Opportunities R3 SRFFX 8.78 19.56 12.65 36.09 18.88 3.89
MFS Equity Opportunities R4 SRFGX 8.75 19.67 12.65 36.32 19.15 4.14
MFS Equity Opportunities R5 SRFHX 8.75 19.68 12.66 36.49 19.12 4.09
MFS Equity Opportunities I SRFIX 8.75 19.67 12.65 36.39 --- ---
Victory Diversified Stock A SRVEX 9.07 17.93 9.21 33.22 13.02 3.07
Victory Diversified Stock A Load Waived SRVEX.LW 9.07 17.93 9.21 33.22 13.02 3.07
SEI Instl Mgd S&P 500 Index A SSPIX 7.67 17.71 10.22 30.22 15.71 5.12
State Street Equity 500 Index Svc STBIX 7.67 17.79 10.20 30.26 15.70 5.29
State Street Equity 500 Index Adm STFAX 7.66 17.76 10.27 30.45 15.83 5.39
State Farm Growth STFGX 6.11 15.61 8.13 24.15 11.96 3.42
SEI Instl Mgd Tax-Managed Large Cap Y STMYX 7.92 17.84 9.83 31.42 15.79 4.98
Stratus Growth Inst STPGX 8.15 16.38 8.21 28.01 11.38 2.93
Stratton Mid Cap Value STRGX 10.73 18.98 9.32 35.48 11.52 0.39
ISI Strategy STRTX 6.25 14.39 8.52 23.44 12.63 5.60
ISI Strategy Load Waived STRTX.LW 6.25 14.39 8.52 23.44 12.63 5.60
BlackRock Exchange BlackRock STSEX 6.66 17.89 10.71 25.23 12.59 5.13
Stratus Growth Retail A STWAX 8.20 16.41 8.20 28.03 11.40 2.93
Stratus Growth Retail A Load Waived STWAX.LW 8.20 16.41 8.20 28.03 11.40 2.93
DWS Core Equity A SUWAX 8.40 19.12 9.47 35.07 14.67 5.62
DWS Core Equity A Load Waived SUWAX.LW 8.40 19.12 9.47 35.07 14.67 5.62
DWS Core Equity B SUWBX 8.29 18.68 9.20 33.84 13.63 4.62
DWS Core Equity C SUWCX 8.26 18.71 9.20 33.93 13.81 4.81
DWS Core Equity Institutional SUWIX 8.42 19.29 9.54 35.59 15.18 6.13
DWS Core Equity R SUWTX 8.33 18.81 9.26 34.13 --- ---
SSgA S&P 500 Index Instl SVSPX 7.63 17.82 10.28 30.47 15.95 5.41
Schwab Core Equity Inv SWANX 7.50 16.70 8.93 29.55 14.22 4.64
Schwab MarketTrack All Equity Investor SWEGX 7.89 15.50 8.84 31.67 13.82 3.75
Principal SAM Strategic Growth C SWHCX 7.43 14.68 8.22 27.49 12.75 3.05
Schwab S&P 500 Index SWPPX 7.62 17.80 10.25 30.54 15.98 5.56
Schwab Total Stock Market Index SWTSX 7.95 18.01 10.03 31.22 16.18 6.21
DWS S&P 500 Index A SXPAX 7.64 17.58 10.12 29.88 15.40 4.92
DWS S&P 500 Index A Load Waived SXPAX.LW 7.64 17.58 10.12 29.88 15.40 4.92
DWS S&P 500 Index B SXPBX 7.55 17.22 9.94 28.83 14.54 4.14
DWS S&P 500 Index C SXPCX 7.55 17.31 9.96 28.99 14.59 4.17
T. Rowe Price Dividend Growth Adv TADGX 6.50 16.58 9.31 29.07 15.21 5.78
Transamerica Asset Allc Growth I TAGIX 7.23 14.58 8.36 26.73 12.42 ---
TIAA-CREF Equity Index Premier TCEPX 7.80 17.90 9.95 31.08 15.77 ---
TDAM US Large Cap Core Equity Instl TDCEX 8.32 --- --- --- --- ---
TDAM US Large Cap Core Equity Advisor TDLCX 8.22 --- --- --- --- ---
TDAM US Equity Income Advisor TDUEX 6.47 --- --- --- --- ---
TDAM US Equity Income Institutional TDUIX 6.57 --- --- --- --- ---
Mutual Beacon A TEBIX 7.41 15.66 7.87 30.03 12.42 2.87
Mutual Beacon A Load Waived TEBIX.LW 7.41 15.66 7.87 30.03 12.42 2.87
Thrivent Equity Income Plus A TEIAX 6.08 15.17 8.92 26.43 12.13 3.07
Thrivent Equity Income Plus A LW TEIAX.LW 6.08 15.17 8.92 26.43 12.13 3.07
Thrivent Equity Income Plus I TEIIX 6.17 15.35 9.10 26.80 12.53 3.44
Mutual Beacon C TEMEX 7.33 15.38 7.63 29.10 11.65 2.16
Touchstone Focused C TFFCX 9.50 17.41 9.25 35.13 --- ---
Touchstone Focused Instl TFFIX 9.60 17.87 9.52 36.64 15.63 7.46
Touchstone Focused Y TFFYX 9.58 17.80 9.46 36.38 15.45 7.22
Touchstone Focused A TFOAX 9.56 17.68 9.44 36.10 15.16 6.96
Touchstone Focused A Load Waived TFOAX.LW 9.56 17.68 9.44 36.10 15.16 6.96
TCW Concentrated Value I TGFFX 7.78 19.87 9.20 34.48 12.46 -0.23
TCW Concentrated Value N TGFVX 7.71 19.84 9.14 34.73 12.05 -0.57
Touchstone Growth Allocation A TGQAX 6.40 11.74 6.83 26.15 12.30 2.03
Touchstone Growth Allocation A LW TGQAX.LW 6.40 11.74 6.83 26.15 12.30 2.03
Touchstone Growth Allocation C TGQCX 6.32 11.48 6.59 25.11 11.43 1.27
Touchstone Growth Allocation Instl TGQIX 6.42 11.83 6.80 25.94 12.40 2.18
Touchstone Growth Allocation Y TGQYX 6.50 11.89 6.93 26.42 12.60 2.30
Thompson LargeCap THPGX 10.28 20.57 10.19 36.62 14.38 3.49
TIAA-CREF Social Choice Eq Retail TICRX 7.74 19.58 10.40 32.15 14.66 5.89
TIAA-CREF Equity Index Instl TIEIX 7.87 17.96 9.92 31.28 15.97 5.84
TIAA-CREF Equity Index Retail TINRX 7.83 17.83 9.93 30.85 15.64 5.61
TIAA-CREF Equity Index R TIQRX 7.85 17.88 9.96 31.02 15.67 5.59
TIAA-CREF Social Choice Eq Instl TISCX 7.78 19.75 10.48 32.55 14.96 6.12
TIAA-CREF S&P 500 Index Instl TISPX 7.70 17.86 10.30 30.60 16.00 5.48
Timothy Plan Large/Mid Cap Value A TLVAX 8.22 18.14 9.01 32.93 16.30 3.54
Timothy Plan Large/Mid Cap Value A LW TLVAX.LW 8.22 18.14 9.01 32.93 16.30 3.54
Timothy Plan Large/Mid Cap Value C TLVCX 8.12 17.86 8.79 31.89 15.44 2.76
SEI Instl Mgd Tax-Managed Large Cap A TMLCX 7.88 17.67 9.69 30.98 15.37 4.61
SEI Instl Mgd Tax-Managed Mgd Volatil A TMMAX 4.87 18.12 10.93 27.47 16.55 8.24
Tocqueville TOCQX 7.32 16.48 9.21 28.35 12.28 3.85
Toreador Core Retail TORLX 10.59 18.78 10.03 38.21 14.21 4.78
Torray TORYX 7.08 18.53 10.65 26.93 13.52 4.13
Toreador Core Institutional TORZX 10.68 18.87 10.11 38.57 14.47 ---
Patriot A TRFAX 6.42 15.36 7.86 25.95 --- ---
Patriot A Load Waived TRFAX.LW 6.42 15.36 7.86 25.95 --- ---
Patriot C TRFCX 6.28 14.94 7.63 25.00 --- ---
Patriot I TRFTX 6.39 15.41 7.93 26.24 --- ---
T. Rowe Price Instl US Structured Rsrch TRISX 7.72 17.82 10.11 30.19 15.60 5.59
TIAA-CREF Social Choice Eq Premier TRPSX 7.80 19.61 10.42 32.34 14.75 ---
SEI Instl Mgd S&P 500 Index E TRQIX 7.68 17.79 10.26 30.44 15.92 5.31
TIAA-CREF Social Choice Eq Retire TRSCX 7.69 19.48 10.43 32.20 14.63 5.84
TIAA-CREF S&P 500 Index Retire TRSPX 7.62 17.68 10.17 30.22 15.70 5.21
T. Rowe Price US Large-Cap Core TRULX 6.98 16.49 9.99 30.19 15.58 ---
TS&W Equity Institutional TSWEX 8.07 17.40 9.85 31.01 11.49 2.07
Thornburg Value A TVAFX 8.15 18.66 11.70 33.62 7.14 2.03
Thornburg Value A Load Waived TVAFX.LW 8.15 18.66 11.70 33.62 7.14 2.03
Transparent Value Large-Cap Core A TVBAX 10.49 19.93 9.93 35.10 --- ---
Transparent Value Large-Cap Core A LW TVBAX.LW 10.49 19.93 9.93 35.10 --- ---
Transparent Value Large-Cap Core C TVBCX 10.37 19.61 9.71 34.31 --- ---
Thornburg Value B TVBFX 8.03 18.22 11.42 32.31 6.14 1.10
Transparent Value Large-Cap Core I TVBIX 10.47 20.11 10.01 35.72 --- ---
Thornburg Value C TVCFX 8.07 18.33 11.51 32.61 6.34 1.26
Transparent Value Large-Cap Core F1 TVFBX 10.54 19.95 9.98 35.35 --- ---
Thornburg Value I TVIFX 8.17 18.81 11.81 34.21 7.58 2.42
Thornburg Value R4 TVIRX 8.18 18.72 11.76 33.82 7.25 2.11
Thornburg Value R3 TVRFX 8.15 18.70 11.73 33.69 7.14 2.01
Thornburg Value R5 TVRRX 8.18 18.85 11.83 34.18 7.52 2.38
United Association S&P 500 Index II UAIIX 7.59 17.72 10.19 30.08 15.69 5.41
United Association S&P 500 Index I UASPX 7.67 17.79 10.28 30.32 15.79 5.47
USAA Income Stock Instl UIISX 7.15 18.54 11.02 29.00 15.46 ---
ProFunds UltraBull Inv ULPIX 15.56 36.68 20.33 63.17 26.32 0.89
ProFunds UltraBull Svc ULPSX 15.46 36.15 20.02 61.61 25.09 -0.09
Columbia Value and Restructuring Z UMBIX 8.47 19.36 10.45 32.98 13.77 1.13
Columbia Value and Restructuring R URBIX 8.41 19.13 10.30 32.31 13.22 0.63
Pear Tree Quality Ordinary USBOX 5.68 16.56 10.42 25.37 16.17 2.26
USFS Funds Tactical Asset Allocation USFSX 7.65 15.46 9.67 25.41 13.19 ---
USAA Growth & Income Adv USGIX 8.89 17.01 9.35 28.27 --- ---
USAA Growth & Income USGRX 8.93 17.13 9.42 28.70 13.20 3.48
USAA Income Stock USISX 7.14 18.49 10.98 28.78 15.27 4.03
USAA S&P 500 Index Reward USPRX 7.68 17.83 10.29 30.54 15.94 5.43
USAA S&P 500 Index Member USSPX 7.63 17.74 10.21 30.35 15.80 5.28
Invesco Equally-Wtd S&P 500 A VADAX 8.97 20.14 10.73 36.36 16.73 7.88
Invesco Equally-Wtd S&P 500 A LW VADAX.LW 8.97 20.14 10.73 36.36 16.73 7.88
Invesco Equally-Wtd S&P 500 B VADBX 8.88 19.78 10.51 35.33 15.85 7.07
Invesco Equally-Wtd S&P 500 C VADCX 8.89 19.77 10.51 35.33 15.85 7.08
Invesco Equally-Wtd S&P 500 Y VADDX 8.99 20.26 10.80 36.71 17.01 8.15
Invesco Equally-Wtd S&P 500 R6 VADFX 9.02 20.25 10.82 --- --- ---
Invesco Equally-Wtd S&P 500 R VADRX 8.97 20.02 10.66 36.03 16.43 7.61
Virtus Premium AlphaSector A VAPAX 7.05 17.18 9.55 25.95 --- ---
Virtus Premium AlphaSector A LW VAPAX.LW 7.05 17.18 9.55 25.95 --- ---
Virtus Premium AlphaSector C VAPCX 6.97 16.82 9.33 25.02 --- ---
Virtus Premium AlphaSector I VAPIX 7.11 17.32 9.61 26.29 --- ---
Virtus AlphaSector Rotation I VARIX 7.17 18.01 9.82 29.45 14.64 ---
VALIC Company I Growth & Income VCGAX 9.29 17.11 9.77 26.77 12.54 2.03
VALIC Company II Socially Responsible VCSRX 8.41 19.03 11.07 31.13 15.77 5.59
Vanguard Capital Value Inv VCVLX 12.56 22.81 11.37 45.35 14.91 9.12
Vanguard Dividend Appreciation Idx Inv VDAIX 6.12 16.95 8.99 28.01 15.14 6.96
Victory Dividend Growth A VDGAX 7.65 17.26 10.58 --- --- ---
Victory Dividend Growth A Load Waived VDGAX.LW 7.65 17.26 10.58 --- --- ---
Victory Dividend Growth C VDGCX 7.66 16.95 10.38 --- --- ---
Victory Dividend Growth I VDGIX 7.74 17.43 10.74 --- --- ---
Victory Dividend Growth R VDGRX 7.66 17.10 10.43 --- --- ---
Victory Dividend Growth Y VDGYX 7.74 17.42 10.73 --- --- ---
Vanguard Dividend Growth Inv VDIGX 6.85 19.05 11.54 28.34 16.52 7.83
Victory Diversified Stock C VDSCX 8.97 17.57 8.97 32.14 12.09 2.24
Victory Diversified Stock I VDSIX 9.07 18.08 9.34 33.61 13.33 3.37
Victory Diversified Stock Y VDSYX 9.12 --- 9.33 --- --- ---
Vanguard 500 Index Admiral VFIAX 7.67 17.87 10.31 30.66 16.06 5.54
Vanguard 500 Index Inv VFINX 7.66 17.83 10.28 30.51 15.92 5.43
Vanguard Growth & Income Adm VGIAX 7.80 17.85 10.37 31.40 16.32 4.61
Vice A VICAX 7.63 16.11 9.51 32.40 --- ---
Vice A Load Waived VICAX.LW 7.63 16.11 9.51 32.40 --- ---
Vice C VICCX 7.57 15.79 9.31 31.38 --- ---
Vice Investor VICEX 7.62 16.08 9.49 32.36 21.08 5.20
Victory Inst Diversified Stock VIDSX 9.07 18.06 9.32 33.72 13.39 3.43
Vanguard 500 Index Signal VIFSX 7.67 17.87 10.31 30.67 16.06 5.54
Vanguard Institutional Index Instl Pl VIIIX 7.67 17.89 10.32 30.71 16.09 5.58
Vanguard Institutional Index I VINIX 7.67 17.88 10.31 30.68 16.06 5.55
Vanguard Instl Ttl Stk Mkt Idx I VITNX 7.94 18.11 10.10 31.42 16.21 6.16
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX 7.93 18.12 10.10 31.48 16.23 6.18
Vanguard Total Stock Market Idx I VITSX 7.91 18.04 10.04 31.33 16.17 6.12
Vanguard Large Cap Index Inv VLACX 7.63 17.82 10.16 30.47 15.95 5.56
Vanguard Large Cap Index Adm VLCAX 7.64 17.92 10.21 30.67 16.12 5.70
Vanguard Large Cap Index Signal VLCSX 7.64 17.88 10.20 30.61 16.12 5.70
Vanguard Large Cap Index I VLISX 7.65 17.91 10.22 30.67 16.15 5.74
Vanguard Mega Cap Index Institutional VMCTX 7.39 17.42 10.11 29.87 15.97 5.48
Natixis Vaughan Nelson Select A VNSAX 9.37 19.10 10.02 --- --- ---
Natixis Vaughan Nelson Select A LW VNSAX.LW 9.37 19.10 10.02 --- --- ---
Natixis Vaughan Nelson Select C VNSCX 9.34 18.67 9.79 --- --- ---
Natixis Vaughan Nelson Select Y VNSYX 9.37 19.10 10.02 --- --- ---
Vantagepoint Model Port All-Eq Gr Inv M VPAGX 7.71 15.89 8.46 30.24 13.43 4.06
Vantagepoint Broad Market Index II VPBMX 7.90 17.98 10.01 30.99 15.89 5.84
ING Fidelity VIP Contrafund Port Adv VPCAX 7.83 14.97 8.42 27.80 13.50 3.57
ING Fidelity VIP Contrafund Port S VPCSX 7.87 14.97 8.45 28.09 13.77 3.82
Vantagepoint 500 Stock Index I VPFIX 7.59 17.67 10.17 30.17 15.65 5.14
Vantagepoint Growth & Income Investor VPGIX 8.65 18.49 10.25 31.56 15.30 5.93
Vantagepoint Broad Market Index I VPMIX 7.86 17.83 10.00 30.71 15.65 5.63
Vantagepoint 500 Stock Index II VPSKX 7.63 17.84 10.28 30.41 15.86 5.34
Vantagepoint Model Port All-Eq Gr TM VQAGX 7.71 --- --- --- --- ---
Vantagepoint 500 Stock Index T VQFIX 7.67 --- --- --- --- ---
Vantagepoint Growth & Income T VQGIX 8.65 --- --- --- --- ---
Vantagepoint Broad Market Index T VQMIX 7.93 --- --- --- --- ---
Vanguard Growth & Income Inv VQNPX 7.79 17.78 10.32 31.22 16.20 4.49
Vanguard Russell 1000 Index I VRNIX 7.69 17.99 10.12 31.03 --- ---
Vanguard Russell 3000 Index I VRTTX 7.85 17.97 9.98 31.25 --- ---
Vanguard Structured Broad Mkt I VSBMX 8.77 19.85 10.66 34.25 18.13 5.99
Vanguard Structured Broad Mkt InstlPlus VSBPX 8.78 19.89 10.68 34.34 18.22 6.07
Vanguard Structured Large-Cap Eq I VSLIX 7.97 17.96 10.38 32.93 17.93 5.50
Vanguard Struct Large-Cap Eq InstlPlus VSLPX 7.98 18.02 10.38 33.00 18.02 5.58
VALIC Company I Stock Index VSTIX 7.67 17.74 10.26 30.28 15.70 5.20
Vanguard Tax-Managed Capital App I VTCIX 7.82 17.82 10.01 30.95 16.11 5.72
Vanguard Tax-Managed Capital App Adm VTCLX 7.82 17.79 9.98 30.87 16.07 5.68
Vanguard Tax-Managed Growth & Inc Adm VTGLX 7.66 17.83 10.29 30.59 15.98 5.47
Vanguard Tax-Managed Growth & Inc I VTMIX 7.68 17.85 10.30 30.65 16.03 5.52
Vanguard Total Stock Mkt Idx Adm VTSAX 7.93 18.07 10.07 31.32 16.16 6.10
Vanguard Total Stock Mkt Idx Inv VTSMX 7.91 18.01 10.02 31.15 16.02 5.99
Vanguard Total Stock Mkt Idx Signal VTSSX 7.90 18.03 10.04 31.31 16.15 6.10
Walden SMID Cap Innovations WASMX 8.95 14.88 6.30 --- --- ---
WBI Absolute Return Dividend Gr Instl WBDGX 5.03 10.60 4.85 25.37 --- ---
WBI Absolute Return Dividend Gr No Load WBIDX 4.96 10.44 4.69 24.76 --- ---
Wells Fargo Advantage Diversified Eq C WFDEX 7.93 15.47 8.49 27.68 13.06 3.10
Wells Fargo Advantage Index A WFILX 7.62 17.65 10.18 30.04 15.49 5.02
Wells Fargo Advantage Index A LW WFILX.LW 7.62 17.65 10.18 30.04 15.49 5.02
Wells Fargo Advantage Index B WFIMX 7.56 17.33 10.00 29.05 14.63 4.23
Wells Fargo Advantage Index C WFINX 7.55 17.31 9.98 29.05 14.62 4.23
Wells Fargo Advantage Index Adm WFIOX 7.66 17.80 10.27 30.42 15.85 5.31
Wells Fargo Advantage Index Inv WFIRX 7.64 17.72 10.22 30.17 --- ---
Wilshire 5000 Index Invmt WFIVX 7.74 17.62 9.84 30.20 15.17 5.26
Wells Fargo Advantage Lg Cp Core Adm WFLLX 9.01 19.55 9.83 31.24 --- ---
Wells Fargo Advantage Lg Cp Core Inv WFLNX 8.92 19.34 9.74 30.71 --- ---
BlackRock S&P 500 Stock K WFSPX 7.66 17.83 10.27 30.52 15.92 5.44
Westwood Dividend Growth Institutional WHGDX 8.56 19.54 12.20 28.68 14.58 7.09
Westcore Blue Chip Dividend Instl WIMVX 4.65 16.82 8.22 29.17 13.54 3.39
Wilshire 5000 Index Instl WINDX 7.82 17.81 9.92 30.50 15.43 5.48
Wilshire International Equity Invmt WLCTX 6.05 13.43 6.65 24.66 11.53 1.37
Wilshire International Equity Instl WLTTX 6.14 13.48 6.73 24.88 11.78 1.65
WesMark Growth WMKGX 8.05 17.71 10.27 28.39 12.94 3.74
Wilmington Large-Cap Strategy Instl WMLIX 7.75 17.98 10.19 30.32 15.83 4.14
Weitz Partners Value WPVLX 6.90 17.45 10.34 30.79 16.02 9.69
Wright Major Blue Chip Equities WQCEX 8.36 18.46 11.60 24.39 11.19 2.23
Westcore Blue Chip Dividend Retail WTMVX 4.63 16.67 8.19 28.81 13.36 3.23
Weitz Value WVALX 6.96 18.71 11.17 26.37 16.43 6.94
Yacktman Svc YACKX 6.05 19.09 10.32 29.14 15.35 14.24
Yacktman Focused Svc YAFFX 5.80 19.05 10.14 28.22 15.07 14.72
Yacktman Focused Institutional YAFIX 5.80 19.15 10.23 --- --- ---
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