Large Blend: Total Returns

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Data through 4/20/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Large Blend -1.47 0.09 -4.77 14.29 8.78 12.22
Alpine Rising Dividend A AAADX -1.34 -1.45 -5.60 9.92 5.85 10.06
AllianzGI Best Styles US Equity A AABUX -1.72 0.59 -4.76 17.45 --- ---
Alpine Rising Dividend Instl AADDX -1.33 -1.39 -5.54 10.20 6.08 10.33
AllianzGI Best Styles US Equity Instl ABTLX -1.68 0.65 -4.69 17.69 10.04 ---
AllianzGI Best Styles US Equity C ACBUX -1.76 0.33 -4.91 16.61 --- ---
American Century NT Equity Growth G ACLEX -1.35 2.47 -3.34 17.48 9.22 12.86
American Century NT Core Equity Plus G ACNKX -2.21 1.33 -5.29 14.97 8.42 12.39
American Century Core Equity Plus C ACPHX -2.41 0.60 -5.72 12.81 6.94 10.96
American Century Core Equity Plus I ACPKX -2.27 0.98 -5.49 14.12 8.22 12.30
American Century Core Equity Plus A ACPQX -2.34 0.78 -5.61 13.61 7.75 11.80
American Century Core Equity Plus Inv ACPVX -2.33 0.91 -5.55 13.93 8.02 12.08
American Century Core Equity Plus R ACPWX -2.35 0.72 -5.65 13.37 7.45 11.50
Salient Adaptive US Equity Investor ACSIX -0.47 1.86 -6.09 23.47 9.73 12.77
Advisory Research All Cap Value ADVGX -0.71 -1.55 -5.53 12.44 7.70 10.46
American Century Equity Growth C AEYCX -1.45 2.03 -3.65 15.98 7.96 11.56
American Century Equity Growth R5 AEYGX -1.34 2.37 -3.38 17.38 --- ---
American Century Equity Growth R AEYRX -1.40 2.16 -3.53 16.55 8.51 12.11
American Century Sustainable Equity A AFDAX -1.79 1.23 -4.46 20.47 9.93 12.99
American Century Sustainable Equity C AFDCX -1.85 0.99 -4.64 19.52 9.11 12.13
American Century Sustainable Equity R5 AFDGX -1.78 1.33 -4.35 20.99 --- ---
American Century Sustainable Equity Inv AFDIX -1.78 1.30 -4.42 20.72 10.20 13.26
American Century Sustainable Equity R AFDRX -1.83 1.16 -4.51 20.11 9.66 12.70
American Century Sustainable Equity I AFEIX -1.78 1.33 -4.38 20.97 10.42 13.48
American Funds Fundamental Invs C AFICX -0.89 0.47 -4.81 15.83 10.76 12.94
American Funds Fundamental Invs F1 AFIFX -0.84 0.68 -4.64 16.66 11.57 13.77
AAM/Bahl & Gaynor Income Growth A AFNAX -2.86 -2.07 -5.73 11.96 8.02 9.48
AAM/Bahl & Gaynor Income Growth I AFNIX -2.89 -2.01 -5.66 12.20 8.31 9.78
AAM/Bahl & Gaynor Income Growth C AFYCX -3.01 -2.36 -5.92 11.07 7.21 8.63
American Century Sustainable Equity Y AFYDX -1.74 1.37 -4.34 21.16 --- ---
Alger Growth & Income Z AGIZX -2.07 -1.71 -6.22 12.19 9.05 11.99
Prudential Jennison Equity Income C AGOCX -2.21 -0.29 -4.84 11.08 2.95 7.77
American Funds Invmt Co of Amer C AICCX -1.66 -0.31 -4.72 12.86 8.50 12.00
American Funds Invmt Co of Amer F1 AICFX -1.62 -0.11 -4.56 13.63 9.26 12.79
Alger Growth & Income I-2 AIGOX -2.09 -1.80 -6.38 12.25 8.84 11.94
American Funds Invmt Co of Amer A AIVSX -1.59 -0.06 -4.53 13.76 9.37 12.90
Alger Growth & Income A ALBAX -2.07 -1.80 -6.28 11.87 8.74 11.70
Alger Growth & Income C ALBCX -2.15 -2.03 -6.47 11.01 7.92 10.86
AllianzGI Best Styles US Equity P ALBPX -1.69 0.65 -4.71 17.68 9.98 ---
AllianzGI Best Styles US Equity R6 ALSEX -1.68 0.64 -4.67 17.79 10.14 ---
Amana Income Investor AMANX -3.93 -4.57 -7.85 9.95 6.84 9.58
American Century Equity Growth I AMEIX -1.34 2.37 -3.35 17.40 9.27 12.90
AAMA Equity AMFEX -2.39 0.27 -4.67 --- --- ---
Amana Income Institutional AMINX -3.91 -4.51 -7.80 10.23 7.11 ---
AlphaMark Large Cap Growth AMLCX -1.09 0.00 -4.80 22.98 9.66 14.67
American Century Adaptive Equity Inv AMVIX -0.51 -0.09 -4.55 13.78 8.69 13.78
ALPS | WMC Research Value C AMWCX -1.17 -1.05 -4.72 6.75 5.06 9.66
ALPS | WMC Research Value I AMWIX -1.08 -0.86 -4.47 7.70 6.09 10.74
ALPS | WMC Research Value Inv AMWYX -1.11 -0.89 -4.60 7.51 5.84 10.46
American Funds Fundamental Invs A ANCFX -0.83 0.70 -4.62 16.74 11.65 13.85
AllianzGI PerformanceFee Struct US Eq I APBIX -1.29 -0.20 -5.07 --- --- ---
AllianzGI PerformanceFee Struct US Eq P APBPX -1.19 -0.10 -4.97 --- --- ---
AllianzGI PerformanceFee Struct US Eq R6 APBRX -1.19 -0.10 -4.97 --- --- ---
American Beacon Alpha Quant Core Instl AQCIX -1.20 0.96 -4.86 16.34 --- ---
American Beacon Alpha Quant Core Inv AQCPX -1.12 0.96 -4.88 15.97 --- ---
American Beacon Alpha Quant Core Y AQCYX -1.20 0.96 -4.86 16.25 --- ---
Columbia Disciplined Core A AQEAX -0.98 1.42 -3.51 19.07 9.82 14.03
LKCM Aquinas Catholic Equity AQEIX -0.23 2.73 -2.86 18.11 8.52 10.54
American Beacon Alpha Quant Qual Instl AQQIX -2.85 0.35 -4.93 16.87 --- ---
American Beacon Alpha Quant Qual Inv AQQPX -2.95 0.17 -5.02 16.41 --- ---
American Beacon Alpha Quant Qual Y AQQYX -2.85 0.35 -4.93 16.78 --- ---
Aristotle Core Equity I ARSLX -0.68 1.58 -3.65 16.45 --- ---
Artisan Thematic Investor ARTTX 1.63 10.58 4.15 --- --- ---
Salient Adaptive US Equity Institutional ASMCX -0.43 2.00 -5.96 24.04 10.18 13.22
AQR Large Cap Defensive Style I AUEIX -1.69 0.84 -2.98 15.51 12.46 14.45
AQR Large Cap Defensive Style N AUENX -1.74 0.74 -3.08 15.22 12.15 14.15
AB Select US Equity A AUUAX -1.74 0.89 -3.75 18.64 10.26 12.67
AB Select US Equity C AUUCX -1.83 0.63 -4.00 17.68 9.41 11.82
AB Select US Equity I AUUIX -1.70 0.96 -3.68 18.93 10.54 12.95
AB Select US Equity K AUUKX -1.76 0.84 -3.80 18.45 10.11 12.55
AB Select US Equity R AUURX -1.78 0.85 -3.83 18.30 9.93 12.36
AB Select US Equity Advisor AUUYX -1.74 0.95 -3.70 18.88 10.50 12.95
American Century Adaptive Equity A AVDAX -0.59 -0.17 -4.59 13.47 --- ---
American Century Adaptive Equity I AVDIX -0.50 0.08 -4.44 14.06 8.93 14.02
American Century Adaptive Equity R6 AVDMX -0.49 0.08 -4.40 14.26 --- ---
American Century Adaptive Equity R AVDRX -0.59 -0.25 -4.68 13.18 --- ---
Ave Maria Rising Dividend AVEDX -1.52 -0.45 -5.57 12.15 7.43 11.13
AT Disciplined Equity Institutional AWEIX -0.71 2.03 -4.07 16.76 10.11 13.96
Brown Advisory Equity Income Adv BADAX -1.65 -3.00 -6.59 10.68 5.56 8.73
Brown Advisory Equity Income Inst BAFDX -1.57 -2.85 -6.43 11.15 5.99 9.17
iShares Total US Stock Market Idx Inv A BASMX -1.50 0.51 -4.29 14.95 --- ---
BBH Core Select N BBTEX -1.27 -3.02 -7.92 10.96 6.77 8.85
BBH Core Select Retail BBTRX -1.23 -3.08 -7.88 10.75 6.55 8.60
The BeeHive BEEHX -0.72 -0.98 -6.16 6.10 4.15 9.53
American Century Equity Growth A BEQAX -1.40 2.25 -3.48 16.84 8.77 12.40
American Century Equity Growth Inv BEQGX -1.34 2.33 -3.39 17.14 9.05 12.68
Brown Advisory Equity Income Inv BIADX -1.61 -2.89 -6.47 10.91 5.83 9.01
iShares Edge MSCI Min Vol USA Idx Instl BIMVX -0.75 -0.48 -3.07 10.90 --- ---
BlackRock Impact US Equity Investor A BIRAX -1.29 1.24 -3.55 15.91 --- ---
BlackRock Impact US Equity Investor C BIRCX -1.37 0.94 -3.79 14.97 --- ---
BlackRock Impact US Equity Institutional BIRIX -1.28 1.24 -3.54 16.19 --- ---
BlackRock Impact US Equity K BIRKX -1.36 1.24 -3.54 16.21 --- ---
iShares Edge MSCI USA Size Fact Idx Ins BISFX -1.29 -0.43 -3.79 11.73 --- ---
iShares Total US Stock Market Idx Instl BITSX -1.44 0.57 -4.22 15.30 --- ---
iShares Edge MSCI Min Vol USA Idx K BKMVX -0.73 -0.47 -2.97 11.05 --- ---
iShares Edge MSCI USA Size Fact Idx K BKSFX -1.28 -0.42 -3.78 11.79 --- ---
iShares Total US Stock Market Idx K BKTSX -1.43 0.58 -4.22 15.34 --- ---
Beck, Mack & Oliver Partners BMPEX -0.93 0.77 -5.01 15.28 3.00 3.95
BMT Multi-Cap BMTMX -1.01 0.28 -4.77 --- --- ---
UBS US Sustainable Equity A BNEQX -3.85 2.03 -3.14 11.68 7.81 13.40
UBS US Sustainable Equity C BNQCX -3.92 1.77 -3.31 10.86 6.99 12.56
Boyar Value BOYAX -2.20 -1.13 -4.96 9.09 6.00 9.88
UBS US Sustainable Equity P BPEQX -3.84 2.11 -3.07 11.98 8.06 13.68
iShares Edge MSCI USA Qual Fact Idx Ins BQFIX -3.18 -0.52 -5.69 16.04 --- ---
iShares Edge MSCI USA Qual Fact Idx K BQFKX -3.16 -0.51 -5.68 16.10 --- ---
Bright Rock Quality Large Cap Instl BQLCX -0.43 -2.63 -6.89 9.65 6.69 10.05
Bright Rock Quality Large Cap Investor BQLIX -0.48 -2.70 -6.92 9.27 6.37 9.88
iShares Russell 1000 Large-Cap Idx Inv A BRGAX -1.57 0.37 -4.43 14.99 9.83 13.19
iShares Russell 1000 Large-Cap Idx K BRGKX -1.55 0.44 -4.35 15.35 10.17 13.54
iShares Russell 1000 Large-Cap Idx Instl BRGNX -1.56 0.49 -4.35 15.30 10.14 13.56
Bridgeway Blue Chip 35 Index BRLIX -0.89 -0.89 -6.17 13.00 10.19 12.38
Bretton Fund BRTNX -1.63 -0.19 -5.02 15.31 6.69 9.39
Smith Group Large Cap Core Growth Instl BSLGX 0.41 1.68 -4.44 19.71 10.61 14.45
Smith Group Large Cap Core Growth Inv BSLNX 0.41 1.57 -4.44 19.41 10.38 ---
iShares S&P 500 Index Investor A BSPAX -1.61 0.34 -4.60 15.18 10.22 13.33
iShares S&P 500 Index Institutional BSPIX -1.59 0.42 -4.54 15.47 10.50 13.62
iShares S&P 500 Index Service BSPSX -1.60 0.38 -4.57 15.33 10.37 13.48
iShares S&P 500 Index Investor C1 BSPZX -1.67 0.12 -4.77 14.36 9.43 12.52
Boston Trust Equity BTEFX -1.25 0.00 -4.79 15.60 10.19 11.80
Deutsche Equity 500 Index S BTIEX -1.62 0.36 -4.58 15.27 10.29 13.39
Deutsche Equity 500 Index Institutional BTIIX -1.61 0.38 -4.57 15.32 10.34 13.45
Deutsche Equity 500 Index R6 BTIRX -1.61 0.38 -4.57 15.32 --- ---
Buffalo Dividend Focus BUFDX -1.14 -0.52 -5.35 9.96 8.43 13.26
Calamos Dividend Growth A CADVX -1.61 0.39 -4.62 14.96 8.96 ---
Eaton Vance Tx-Mgd Growth 1.0 CAPEX -2.15 0.71 -4.93 17.28 10.36 13.48
Castle Focus C CASTX 0.64 -1.49 -3.70 5.27 4.75 6.28
SEI Catholic Values Equity F (SCVT) CAVAX -1.19 0.65 -4.52 18.27 --- ---
SEI Catholic Values Equity Y (SCVT) CAVYX -1.19 0.65 -4.53 18.27 --- ---
Columbia Contrarian Core R CCCRX -2.10 -2.02 -6.94 11.41 8.46 12.70
Calamos Dividend Growth C CCDVX -1.72 0.17 -4.77 14.07 8.16 ---
Columbia Large Cap Enhanced Core R CCERX -1.31 0.77 -4.17 18.12 9.76 13.81
Columbia Disciplined Core Inst3 CCQYX -0.97 1.50 -3.48 19.54 --- ---
Columbia Disciplined Core Inst CCRZX -1.06 1.42 -3.57 19.35 10.06 14.30
Copeland Risk Managed Dividend Gr C CDCRX -1.21 1.76 -2.53 13.71 3.53 7.83
Crawford Dividend Growth C CDGCX -1.23 -1.52 -6.65 9.26 6.13 7.35
Crawford Dividend Growth I CDGIX -1.15 -1.24 -6.44 10.40 7.16 8.41
Copeland Risk Managed Dividend Gr A CDGRX -1.18 2.01 -2.34 14.53 4.31 8.63
Copeland Risk Managed Dividend Gr I CDIVX -1.19 2.03 -2.29 14.70 4.46 8.83
Columbia Large Cap Enhanced Core Adv CECFX -1.32 0.90 -4.09 18.66 --- ---
Columbia Large Cap Enhanced Core Inst3 CECYX -1.31 0.93 -4.06 18.84 10.43 14.53
Clipper CFIMX 0.00 1.25 -3.62 16.51 12.36 13.84
American Funds Fundamental Invs 529A CFNAX -0.83 0.68 -4.63 16.67 11.56 13.75
American Funds Fundamental Invs 529C CFNCX -0.89 0.45 -4.82 15.77 10.70 12.87
American Funds Fundamental Invs 529E CFNEX -0.86 0.61 -4.71 16.39 11.29 13.48
American Funds Fundamental Invs 529F1 CFNFX -0.81 0.75 -4.58 16.94 11.80 14.00
Catalyst/Groesbeck Growth of Income A CGGAX -2.08 -1.79 -6.76 15.54 4.74 8.90
Catalyst/Groesbeck Growth of Income C CGGCX -2.07 -1.97 -6.88 14.51 3.95 8.07
Catalyst/Groesbeck Growth of Income I CGGIX -2.01 -1.71 -6.67 15.85 5.13 9.23
CGM Focus CGMFX -3.03 -0.45 -7.46 19.29 8.95 11.18
Invesco Charter R6 CHFTX -0.47 0.42 -3.91 10.09 5.36 8.62
Invesco Charter R CHRRX -0.50 0.28 -4.01 9.41 4.66 7.91
Invesco Charter S CHRSX -0.49 0.33 -3.98 9.76 5.03 8.28
Invesco Charter C CHTCX -0.53 0.12 -4.11 8.88 4.14 7.37
Invesco Charter A CHTRX -0.49 0.33 -3.98 9.70 4.93 8.18
Invesco Charter R5 CHTVX -0.47 0.42 -3.91 10.05 5.26 8.53
Invesco Charter Y CHTYX -0.44 0.39 -3.91 9.95 5.18 8.45
American Funds Invmt Co of Amer 529A CICAX -1.59 -0.08 -4.53 13.68 9.27 12.79
American Funds Invmt Co of Amer 529C CICCX -1.67 -0.32 -4.73 12.78 8.43 11.92
American Funds Invmt Co of Amer 529E CICEX -1.62 -0.14 -4.58 13.38 9.01 12.52
American Funds Invmt Co of Amer 529F CICFX -1.60 -0.03 -4.51 13.88 9.50 13.03
Calamos Dividend Growth I CIDVX -1.53 0.54 -4.49 15.35 9.24 ---
Clarkston Institutional CILGX -1.03 -2.70 -5.57 5.24 --- ---
Calvert US Large Cap Core Rspnb Idx I CISIX -2.39 0.70 -4.34 14.75 9.83 14.08
Columbia Disciplined Core Adv CLCQX -1.05 1.41 -3.55 19.37 10.09 14.32
Columbia Select Large Cap Equity Inst2 CLCRX -1.72 -0.07 -4.86 16.56 11.23 13.87
Columbia Select Large Cap Equity T CLCWX -1.75 -0.21 -4.96 16.26 10.86 13.49
Columbia Select Large Cap Equity Inst3 CLEYX -1.72 -0.07 -4.86 16.66 --- ---
Columbia Large Cap Enhanced Core Inst2 CLNCX -1.28 0.94 -4.03 18.80 10.40 ---
Columbia Large Cap Index Inst3 CLPYX -1.60 0.39 -4.57 15.38 --- ---
Columbia Disciplined Core R CLQRX -1.06 1.26 -3.67 18.73 9.50 13.73
Columbia Select Large Cap Equity Adv CLSRX -1.77 -0.14 -4.94 --- --- ---
Catalyst/Lyons Tactical Allocation A CLTAX -1.08 1.73 -4.12 12.58 7.67 12.46
Catalyst/Lyons Tactical Allocation C CLTCX -1.16 1.43 -4.35 11.70 6.86 11.63
Catalyst/Lyons Tactical Allocation I CLTIX -1.08 1.79 -4.07 12.85 7.95 ---
Columbia Large Cap Index Inst2 CLXRX -1.59 0.38 -4.56 15.38 10.42 13.54
Principal Capital Appreciation C CMNCX -1.72 0.06 -4.46 13.42 8.22 11.93
Principal Capital Appreciation A CMNWX -1.66 0.34 -4.25 14.38 9.12 12.87
The Cook & Bynum COBYX -1.14 -0.84 -3.27 5.78 5.43 4.40
Columbia Contrarian Core Inst2 COFRX -2.05 -1.83 -6.79 12.11 9.13 13.41
Columbia Contrarian Core Inst3 COFYX -2.05 -1.83 -6.79 12.15 9.19 13.47
Coho Relative Value Equity Institutional COHIX -1.05 -1.66 -6.89 12.39 7.39 ---
Coho Relative Value Equity Advisor COHOX -0.98 -1.67 -6.90 12.25 7.27 ---
Columbia Contrarian Core Adv CORRX -2.05 -1.86 -6.82 11.99 9.01 13.26
CRM All Cap Value Inst CRIEX 0.00 0.23 -3.92 14.38 9.07 11.55
CRM Large Cap Opportunity Instl CRIGX -0.21 -0.73 -4.79 12.93 7.87 11.68
CRM All Cap Value Inv CRMEX 0.00 0.00 -4.10 13.97 8.79 11.29
CRM Large Cap Opportunity Inv CRMGX -0.21 -0.83 -4.89 12.67 7.57 11.39
Calvert US Large Cap Core Rspnb Idx A CSXAX -2.40 0.58 -4.44 14.33 9.43 13.59
Calvert US Large Cap Core Rspnb Idx C CSXCX -2.50 0.33 -4.66 13.40 8.59 12.70
Calvert US Large Cap Core Rspnb Idx R6 CSXRX -2.39 0.70 -4.35 --- --- ---
Calamos Dividend Growth T CTDVX --- --- --- --- --- ---
Columbia Contrarian Core T CTRWX -2.06 -1.91 -6.88 11.72 8.74 12.98
Victory CEMP US 500 Enh Vol Wtd Idx A CUHAX -1.29 1.07 -3.54 16.13 10.38 12.75
Victory CEMP US 500 Enh Vol Wtd Idx C CUHCX -1.34 0.81 -3.70 15.24 9.57 11.92
Victory CEMP US 500 Enh Vol Wtd Idx I CUHIX -1.23 1.13 -3.49 16.40 10.64 13.03
Zacks All-Cap Core Institutional CZOVX -1.29 0.76 -3.93 16.83 8.50 11.79
Dreyfus Disciplined Stock DDSTX -0.99 1.45 -3.96 15.05 10.47 12.92
DFA Enhanced US Large Company I DFELX -1.71 -0.42 -5.11 14.04 10.22 13.50
DFA US Core Equity 1 I DFEOX -1.30 0.82 -4.18 16.20 10.03 13.74
Davidson Multi-Cap Equity A DFMAX -0.58 1.55 -3.76 9.04 7.00 11.73
Davidson Multi-Cap Equity I DFMIX -0.58 1.58 -3.72 9.28 7.26 ---
DFA US Sustainability Core 1 DFSIX -1.53 1.22 -4.05 16.68 10.12 13.74
DFA US Large Company I DFUSX -1.61 0.43 -4.55 15.53 10.56 13.69
Dreyfus Appreciation Investor DGAGX -2.56 -1.94 -6.63 15.20 8.12 9.91
Dreyfus Appreciation I DGIGX -2.55 -1.87 -6.58 15.45 --- ---
Dreyfus Appreciation Y DGYGX -2.52 -1.84 -6.57 15.57 8.48 ---
Diamond Hill All Cap Select I DHLTX -1.47 -0.31 -4.74 15.56 6.57 13.26
Diamond Hill All Cap Select A DHTAX -1.54 -0.44 -4.84 15.17 6.24 12.93
Diamond Hill All Cap Select C DHTCX -1.57 -0.66 -5.00 14.32 5.43 12.09
Diamond Hill All Cap Select Y DHTYX -1.47 -0.31 -4.74 15.68 6.67 13.39
Domini Impact Equity Institutional DIEQX -2.03 -0.33 -5.27 9.65 5.55 10.86
Dana Large Cap Equity Investor DLCEX -1.80 0.39 -4.38 18.45 8.65 12.74
Destinations Large Cap Equity I DLCFX -1.53 2.20 -3.33 16.07 --- ---
Dana Large Cap Equity Institutional DLCIX -1.76 0.50 -4.32 18.82 8.97 ---
Dreyfus Core Equity A DLTSX -2.78 -2.12 -6.92 14.57 7.78 9.37
Deutsche US Multi-Factor Institutional DMFJX -1.42 0.00 -3.98 --- --- ---
Deutsche US Multi-Factor R6 DMFRX -1.42 0.00 -3.90 --- --- ---
Prudential QMA Defensive Equity B DMGBX -2.11 -2.71 -6.21 7.92 6.03 8.30
Davis NY Venture Y DNVYX -0.14 0.91 -4.33 19.01 11.46 13.43
Dreyfus Core Equity C DPECX -2.82 -2.37 -7.09 13.72 7.01 8.57
Dreyfus Core Equity I DPERX -2.74 -2.05 -6.85 14.89 8.00 9.62
Dreyfus Tax-Managed Growth C DPTAX -3.18 -3.07 -7.61 12.51 6.22 8.05
Dreyfus Tax-Managed Growth I DPTRX -3.05 -2.75 -7.35 13.68 7.29 9.14
Dearborn Partners Rising Dividend A DRDAX -2.01 -2.62 -5.51 7.71 5.78 8.51
Dearborn Partners Rising Dividend C DRDCX -2.07 -2.89 -5.79 6.87 4.98 7.70
Dearborn Partners Rising Dividend I DRDIX -1.94 -2.55 -5.50 8.02 6.07 8.80
The MP 63 DRIPX -1.40 -2.18 -5.43 11.30 8.93 11.62
Dreyfus Sustainable US Equity I DRTCX -2.17 -0.52 -5.29 8.66 6.00 11.07
Dreyfus Sustainable US Equity Z DRTHX -2.17 -0.52 -5.29 8.56 5.89 10.96
Domini Impact Equity Investor DSEFX -2.03 -0.45 -5.35 9.24 5.18 10.45
Domini Impact Equity A DSEPX -2.04 -0.46 -5.30 9.19 5.16 10.42
Domini Impact Equity R DSFRX -2.00 -0.47 -5.37 9.67 5.50 10.77
Dreyfus Instl S&P 500 Stock Index I DSPIX -1.61 0.37 -4.59 15.35 10.40 13.54
Dreyfus Sustainable US Equity A DTCAX -2.22 -0.63 -5.33 8.40 5.69 10.73
Dreyfus Sustainable US Equity C DTCCX -2.20 -0.74 -5.47 7.60 4.90 9.90
Dreyfus Sustainable US Equity Y DTCYX -2.17 -0.53 -5.30 8.61 --- ---
DFA Tax-Managed US Eq DTMEX -1.48 0.93 -4.21 16.18 10.35 13.74
Dreyfus Tax-Managed Growth A DTMGX -3.09 -2.83 -7.43 13.39 7.03 8.86
DFA US Hi Relatv Profitability Instl DURPX -2.53 0.55 -5.21 --- --- ---
DFA US Large Cap Equity Institutional DUSQX -1.51 0.68 -4.49 16.40 10.11 ---
Cohen & Steers Dividend Value A DVFAX -1.25 -2.29 -6.56 11.70 7.49 11.58
Cohen & Steers Dividend Value C DVFCX -1.36 -2.53 -6.71 10.98 6.76 10.84
Cohen & Steers Dividend Value I DVFIX -1.29 -2.25 -6.53 12.07 7.84 11.96
Cohen & Steers Dividend Value R DVFRX -1.27 -2.37 -6.58 11.53 7.32 ---
Cohen & Steers Dividend Value Z DVFZX -1.29 -2.19 -6.53 12.07 7.84 ---
Eaton Vance Stock A EAERX -1.18 0.63 -4.03 15.31 8.50 12.99
MFS® Massachusetts Investors Tr 529A EAMTX -1.59 0.73 -4.59 16.14 9.86 12.77
MFS® Massachusetts Investors Tr 529B EBMTX -1.62 0.51 -4.76 15.32 9.16 11.99
Eaton Vance Stock C ECERX -1.27 0.41 -4.24 14.39 7.69 12.14
MFS® Massachusetts Investors Tr 529C ECITX -1.64 0.51 -4.76 15.26 9.03 11.91
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX -2.24 0.39 -5.18 16.04 9.20 12.29
Eaton Vance Dividend Builder C ECTMX -1.76 -1.50 -5.59 12.36 7.07 10.68
Wells Fargo Large Cap Core A EGOAX -1.29 1.17 -5.36 19.45 9.10 14.40
Wells Fargo Large Cap Core C EGOCX -1.36 0.87 -5.54 18.54 8.28 13.55
Wells Fargo Large Cap Core R EGOHX -1.29 1.06 -5.41 19.19 --- ---
Wells Fargo Large Cap Core Inst EGOIX -1.28 1.26 -5.29 19.91 9.59 14.93
Wells Fargo Large Cap Core R6 EGORX -1.23 1.27 -5.26 19.98 --- ---
Eaton Vance Stock I EIERX -1.12 0.74 -3.98 15.60 8.77 13.27
Eaton Vance Tx-Mgd Growth 1.2 I EITGX -2.19 0.65 -4.98 17.03 10.12 13.24
Eaton Vance Tx-Mgd Growth 1.1 I EITMX -2.15 0.69 -4.94 17.23 10.30 13.41
Eaton Vance Dividend Builder I EIUTX -1.69 -1.18 -5.32 13.50 8.15 11.79
Wells Fargo Intrinsic Value A EIVAX -0.32 0.00 -5.00 11.80 6.08 10.14
Wells Fargo Intrinsic Value C EIVCX -0.41 -0.25 -5.20 10.89 5.27 9.30
Wells Fargo Intrinsic Value Admin EIVDX -0.31 0.00 -4.99 11.97 6.25 10.33
Wells Fargo Intrinsic Value R6 EIVFX -0.33 0.08 -4.90 12.33 6.58 10.55
Wells Fargo Intrinsic Value Inst EIVIX -0.32 0.08 -4.90 12.26 6.52 10.60
Wells Fargo Intrinsic Value R EIVTX -0.40 -0.16 -5.11 11.41 5.79 9.84
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX -2.24 0.40 -5.18 16.05 9.19 12.29
Epiphany FFV I EPVCX -1.99 0.96 -4.57 18.70 6.65 10.31
Epiphany FFV A EPVNX -2.02 0.82 -4.64 18.59 7.11 10.95
Essential 40 Stock I ESSIX -1.15 -0.48 -5.42 10.56 2.35 ---
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX -2.18 0.62 -5.01 16.92 10.02 13.13
Wells Fargo Disciplined US Core A EVSAX -1.85 -0.76 -5.68 14.15 9.77 13.63
Wells Fargo Disciplined US Core R EVSHX -1.83 -0.81 -5.72 13.96 --- ---
Wells Fargo Disciplined US Core Inst EVSIX -1.77 -0.64 -5.54 14.68 10.21 14.09
Wells Fargo Disciplined US Core R6 EVSRX -1.81 -0.63 -5.59 14.67 --- ---
Wells Fargo Disciplined US Core C EVSTX -1.94 -0.95 -5.84 13.35 8.95 12.77
Wells Fargo Disciplined US Core Admin EVSYX -1.86 -0.74 -5.64 14.27 9.91 13.77
Eaton Vance Dividend Builder A EVTMX -1.70 -1.26 -5.37 13.21 7.90 11.52
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX -2.19 0.56 -5.04 16.71 9.85 12.94
Eaton Vance Tx-Mgd Growth 1.2 B EYTGX -2.25 0.35 -5.20 15.89 9.02 12.11
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX -2.26 0.31 -5.22 15.86 9.02 12.11
Russell 3000 Defensive PR USD F00000MFW1 -1.30 -1.22 -5.30 10.79 7.56 9.85
Russell 3000 Defensive TR USD F00000MFW3 -1.14 -0.61 -4.80 13.16 10.01 12.35
Russell 3000 Defensive NR USD F00000MFW4 -1.18 -0.79 -4.95 12.46 9.28 11.60
Russell 3000 Dynamic PR USD F00000MFW5 -1.88 1.44 -3.89 15.85 8.28 12.85
Russell 3000 Dynamic TR USD F00000MFW6 -1.77 1.91 -3.50 17.74 10.14 14.74
Russell 3000 Dynamic NR USD F00000MFW7 -1.80 1.77 -3.61 17.19 9.60 14.19
Russell 1000 Defensive PR USD F00000MFW8 -1.36 -1.36 -5.50 10.97 7.45 9.69
Russell 1000 Defensive TR USD F00000MFW9 -1.20 -0.75 -5.00 13.37 9.94 12.22
Russell 1000 Defensive NR USD F00000MFWA -1.25 -0.93 -5.15 12.66 9.20 11.47
Russell 1000 Dynamic PR USD F00000MFWB -2.01 1.30 -4.09 15.72 8.53 13.04
Russell 1000 Dynamic TR USD F00000MFWC -1.89 1.78 -3.68 17.69 10.46 15.00
Russell 1000 Dynamic NR USD F00000MFWD -1.93 1.64 -3.80 17.12 9.90 14.43
Russell 1000 NR USD F00000NHWK -1.59 0.35 -4.47 14.86 9.62 13.00
Russell Developed xUK LC TR Hdg GBP F00000O2M5 -0.36 -0.42 -4.52 12.64 7.20 11.94
Russell Top 200 Dynamic PR USD F00000OS19 -2.56 2.20 -3.94 18.71 11.01 14.91
Russell Top 200 Dynamic TR USD F00000OS1A -2.45 2.71 -3.53 20.74 13.06 17.02
Russell Top 200 Defensive PR USD F00000OS1B -1.21 -1.55 -5.92 11.11 7.17 9.31
Russell Top 200 Defensive TR USD F00000OS1C -1.04 -0.91 -5.40 13.60 9.75 11.94
Russell Top 200 Dynamic NR USD F00000P2PG -2.48 2.56 -3.65 20.14 12.46 16.40
Russell Top 200 Defensive NR USD F00000P2PH -1.09 -1.10 -5.56 12.85 8.97 11.15
Russell 1000 Hedge USD F00000PUDR -1.55 0.51 -4.34 15.50 10.27 13.66
Russell 3000 Growth-Defensive TR USD F00000T6LA -1.53 0.92 -4.24 18.06 11.71 14.26
Russell 3000 Growth-Defensive PR USD F00000T6LB -1.61 0.47 -4.63 16.17 9.74 12.20
Russell Top 50 Mega Cap PR USD F00000UMLU -2.24 -1.31 -6.17 12.39 8.84 ---
Russell Top 200 Equal Weight TR USD F00000VK7A 0.18 0.40 -3.87 16.77 11.17 14.41
Russell Top 200 Equal Weight PR USD F00000VK7B 0.03 -0.21 -4.38 14.48 8.90 12.02
Russell Top 200 Equal Weight NR USD F00000VK7C 0.14 0.22 -4.02 16.09 10.50 13.70
Russell 1000 Volatility Fctr PR USD F00000WEP1 -1.70 -2.16 -6.10 9.58 7.27 10.19
Russell 1000 Volatility Fctr TR USD F00000WEP2 -1.53 -1.50 -5.56 12.11 9.89 12.86
Russell US HEDI Low TR USD F00000XKQP -1.66 0.38 -4.27 15.51 11.23 14.10
Russell US HEDI LC Low TR USD F00000XKQQ -1.78 0.24 -4.48 15.66 11.32 14.13
Russell US HEDI Mod TR USD F00000XKQS -1.48 0.23 -4.10 15.90 11.81 14.30
Russell US HEDI LC Mod TR USD F00000XKQT -1.58 0.09 -4.28 16.14 11.88 14.32
Fidelity Advisor® Dividend Growth A FADAX -1.44 -1.89 -6.39 12.62 6.82 11.30
Fidelity Advisor® Large Cap A FALAX -0.39 -1.05 -6.56 12.87 8.12 13.02
Fidelity Advisor® Large Cap M FALGX -0.42 -1.14 -6.65 12.57 7.84 12.73
Fidelity Advisor® Large Cap I FALIX -0.38 -0.98 -6.49 13.18 8.41 13.32
Franklin Focused Core Equity C FCEDX -1.51 2.55 -3.15 10.10 3.10 10.96
Franklin Focused Core Equity A FCEQX -1.48 2.78 -2.98 10.96 3.86 11.76
Franklin Focused Core Equity R FCERX -1.50 2.70 -3.02 10.75 3.66 11.53
Franklin Focused Core Equity Adv FCEZX -1.40 2.87 -2.88 11.21 4.12 12.05
Fidelity® Large Cap Stock K6 FCLKX -0.36 -0.81 -6.36 --- --- ---
Strategic Advisers® Core FCSAX -1.57 0.67 -4.52 16.40 9.99 13.25
Fidelity Advisor® Capital Development C FDECX -0.47 -1.33 -6.77 11.60 6.96 11.03
Fidelity Advisor® Capital Development I FDEIX -0.36 -0.96 -6.48 12.92 8.18 12.30
Fidelity® Disciplined Equity K FDEKX -0.84 0.18 -4.86 14.55 7.96 12.51
Fidelity® Disciplined Equity FDEQX -0.84 0.13 -4.87 14.42 7.84 12.38
Fidelity Advisor® Diversified Stock O FDESX -1.52 4.49 -2.39 19.33 10.48 13.99
Fidelity Advisor® Capital Development O FDETX -0.36 -0.91 -6.45 13.04 8.33 12.47
Fidelity® Flex 500 Index FDFIX -1.62 0.37 -4.58 15.54 --- ---
Fidelity Advisor® Dividend Growth C FDGCX -1.58 -2.17 -6.63 11.66 5.99 10.45
Fidelity® Dividend Growth FDGFX -1.50 -1.86 -6.45 12.96 7.21 11.69
Fidelity Advisor® Dividend Growth I FDGIX -1.42 -1.79 -6.33 12.87 7.07 11.58
Fidelity® Dividend Growth K FDGKX -1.47 -1.80 -6.40 13.09 7.34 11.83
Fidelity Advisor® Dividend Growth M FDGTX -1.50 -1.96 -6.48 12.29 6.56 11.02
Fidelity Advisor® Diversified Stock C FDTCX -1.61 4.12 -2.72 17.83 9.07 12.55
Fidelity Advisor® Diversified Stock M FDTEX -1.61 4.23 -2.62 18.42 9.65 13.13
Fidelity Advisor® Diversified Stock I FDTIX -1.58 4.42 -2.45 19.10 10.29 13.81
Fidelity Advisor® Diversified Stock A FDTOX -1.56 4.36 -2.49 18.91 10.08 13.61
Fidelity Advisor® Capital Development A FDTTX -0.38 -1.00 -6.50 12.67 8.01 12.12
Fidelity Advisor® Capital Development M FDTZX -0.39 -1.15 -6.60 12.12 7.44 11.53
Salient US Dividend Signal A FDYAX -1.74 1.69 -4.29 15.91 11.21 ---
Salient US Dividend Signal Investor FDYRX -1.72 1.73 -4.24 16.08 11.35 ---
Salient US Dividend Signal Institutional FDYTX -1.68 1.85 -4.14 16.53 11.77 ---
Franklin Focused Core Equity R6 FEFCX -1.40 2.92 -2.87 11.37 4.29 ---
Fidelity® U.S. Sustainability Index Inv FENSX -1.22 0.80 -4.15 --- --- ---
First Eagle US Value A FEVAX 0.69 1.00 -2.50 9.79 7.32 8.65
First Eagle US Value C FEVCX 0.62 0.78 -2.70 8.95 6.52 7.84
First Eagle US Value I FEVIX 0.68 1.08 -2.41 10.07 7.60 8.94
First Eagle US Value R6 FEVRX 0.68 1.08 -2.41 10.06 --- ---
Fidelity® Export and Multinational K FEXKX -1.27 -2.12 -7.03 11.99 8.20 11.08
Fidelity® Export and Multinational FEXPX -1.32 -2.16 -7.06 11.82 8.06 10.94
American Funds Invmt Co of Amer F3 FFICX -1.57 0.03 -4.46 14.07 --- ---
Fidelity® Total Market Index F FFSMX -1.44 0.70 -4.11 15.49 10.16 13.57
AB FlexFee US Thematic Advisor FFTYX -1.57 1.80 -2.58 --- --- ---
Fidelity® Growth & Income K FGIKX -0.14 -1.75 -6.62 11.66 8.18 11.88
Fidelity Advisor® Growth & Income I FGIOX -0.14 -1.80 -6.64 11.49 7.97 11.70
Fidelity Advisor® Growth & Income A FGIRX -0.18 -1.90 -6.70 11.18 7.67 11.36
Fidelity Advisor® Growth & Income M FGITX -0.21 -1.97 -6.79 10.90 7.41 11.09
Fidelity Advisor® Growth & Income C FGIUX -0.23 -2.10 -6.88 10.35 6.88 10.53
Fidelity Advisor® Growth & Income Z FGIZX -0.14 -1.76 -6.61 11.63 --- ---
Fidelity® Series Growth & Income FGLGX -0.11 -1.63 -6.50 12.16 8.20 11.76
Fidelity Advisor® Mega Cap Stock C FGRCX -0.48 -1.70 -6.95 11.31 7.12 11.09
Fidelity® Growth & Income FGRIX -0.17 -1.78 -6.66 11.53 8.05 11.75
Fidelity® Mega Cap Stock FGRTX -0.41 -1.38 -6.73 12.47 8.21 12.24
Fidelity Advisor® Mega Cap Stock A FGTAX -0.41 -1.45 -6.79 12.16 7.93 11.92
Fidelity Advisor® Large Cap Z FIDLX -0.35 -0.92 -6.46 13.33 --- ---
American Funds Fundamental Invs F2 FINFX -0.81 0.76 -4.58 16.97 11.87 14.08
Federated Max-Cap Index Instl FISPX -1.60 0.31 -4.52 15.45 10.44 13.55
Fidelity® U.S. Sustainability IndexInstl FITLX -1.31 0.80 -4.15 --- --- ---
Strategic Advisers® Core Multi-Mgr FLAUX -1.58 -0.08 -4.96 14.78 9.72 12.73
Fidelity Advisor® Large Cap C FLCCX -0.47 -1.26 -6.76 12.01 7.32 12.17
Fidelity® Large Cap Core Enhanced Index FLCEX -1.40 1.23 -4.20 17.11 9.94 13.43
Fidelity® SAI US Large Cap Index FLCPX -1.58 0.49 -4.52 15.65 --- ---
Fidelity® Large Cap Stock FLCSX -0.36 -0.96 -6.46 12.98 8.27 13.23
Nuveen Large Cap Select A FLRAX -0.57 2.58 -3.32 20.51 11.65 14.73
Nuveen Large Cap Select I FLRYX -0.57 2.67 -3.27 20.80 11.92 15.01
Nuveen Large Cap Select C FLYCX -0.69 2.32 -3.53 19.53 10.79 13.86
Fidelity Advisor® Series Growth & Income FMALX -0.11 -1.59 -6.47 12.17 8.15 11.76
FMI Large Cap FMIHX -0.37 0.47 -4.09 14.18 8.85 11.87
FMI Large Cap Institutional FMIQX -0.42 0.51 -4.09 14.34 --- ---
Federated Max-Cap Index R FMXKX -1.69 0.09 -4.71 14.54 9.61 12.71
Federated Max-Cap Index Svc FMXSX -1.60 0.26 -4.62 15.11 10.10 13.22
Fidelity® Series 100 Index FOHIX -1.65 -0.40 -5.52 14.94 10.88 13.30
Russell 3000E PR USD FOUSA063UX -1.59 0.11 -4.59 13.30 7.99 11.40
Russell 3000E TR USD FOUSA063UY -1.45 0.65 -4.14 15.44 10.15 13.60
Russell Top 50 Mega Cap TR USD FOUSA088OQ -2.08 -0.68 -5.69 14.80 11.34 13.27
Russell 3000 NR USD FOUSA08Z65 -1.49 0.48 -4.28 14.80 9.52 12.95
Russell Developed x CA TR USD FOUSA093LT -0.23 0.91 -3.85 16.99 8.86 11.45
Russell Developed x CA NR USD FOUSA093LV -0.30 0.75 -4.00 16.39 8.26 10.83
Russell Developed x CA PR USD FOUSA093LX -0.55 0.18 -4.50 14.34 6.29 8.82
Russell Developed x CA TR Hdg USD FOUSA093LZ 0.05 0.27 -3.84 14.65 8.50 12.47
Russell Developed x CA LC TR USD FOUSA093MD -0.29 0.79 -4.04 16.83 8.72 11.37
Russell Developed x CA LC NR USD FOUSA093MF -0.36 0.62 -4.19 16.21 8.10 10.73
Russell Developed x CA LC PR USD FOUSA093MH -0.61 0.05 -4.70 14.13 6.10 8.69
Russell Developed x CA LC TR Hdg USD FOUSA093MJ -0.03 0.17 -4.01 14.47 8.37 12.37
Russell Developed xJPN TR USD FOUSA093P5 -0.33 0.57 -3.95 16.11 8.54 11.29
Russell Developed xJPN NR USD FOUSA093P7 -0.39 0.41 -4.10 15.48 7.91 10.64
Russell Developed xJPN PR USD FOUSA093P9 -0.58 -0.13 -4.57 13.44 5.92 8.60
Russell Developed xJPN TR Hdg USD FOUSA093PB -0.28 0.37 -3.61 13.43 8.50 12.38
Russell Developed xJPN LC TR USD FOUSA093PP -0.39 0.46 -4.13 16.09 8.49 11.27
Russell Developed xJPN LC NR USD FOUSA093PR -0.45 0.29 -4.28 15.45 7.85 10.61
Russell Developed xJPN LC PR USD FOUSA093PT -0.64 -0.27 -4.76 13.37 5.83 8.53
Russell Developed xJPN LC TR Hdg USD FOUSA093PV -0.34 0.25 -3.80 13.42 8.45 12.35
Russell North America TR USD FOUSA09BD0 -1.24 0.31 -4.29 15.02 9.64 12.95
Russell North America NR USD FOUSA09BD2 -1.28 0.15 -4.42 14.37 8.99 12.29
Russell North America PR USD FOUSA09BD4 -1.38 -0.24 -4.74 12.83 7.44 10.70
Russell North America LC TR USD FOUSA09BDC -1.36 0.19 -4.47 15.13 9.77 13.06
Russell North America LC NR USD FOUSA09BDE -1.40 0.03 -4.61 14.47 9.11 12.38
Russell North America LC PR USD FOUSA09BDG -1.50 -0.37 -4.94 12.89 7.52 10.76
Russell USA TR USD FOUSA09CRQ -1.46 0.64 -4.15 15.43 10.15 13.60
Russell USA NR USD FOUSA09CRS -1.50 0.48 -4.28 14.79 9.51 12.95
Russell USA PR USD FOUSA09CRU -1.59 0.10 -4.59 13.29 7.99 11.40
Russell USA LC TR USD FOUSA09CS2 -1.55 0.51 -4.34 15.50 10.27 13.66
Russell USA LC NR USD FOUSA09CS4 -1.59 0.34 -4.48 14.85 9.62 13.00
Russell USA LC PR USD FOUSA09CS6 -1.69 -0.04 -4.80 13.31 8.06 11.41
Fort Pitt Capital Total Return FPCGX -2.85 0.77 -3.42 17.22 11.32 12.25
Fidelity® U.S. Sustainability IndexPrem FPNSX -1.31 0.80 -4.15 --- --- ---
FPA US Value FPPFX -2.19 -0.71 -6.99 4.28 -0.39 7.71
Strategic Advisers® Core Multi-Mgr L FQAPX -1.58 -0.08 -5.03 14.78 9.72 ---
Strategic Advisers® Core Multi-Mgr N FQAQX -1.59 -0.15 -5.10 14.43 9.43 ---
Franklin Rising Dividends Adv FRDAX -0.80 -1.13 -5.33 13.93 9.31 11.36
Franklin Rising Dividends A FRDPX -0.84 -1.23 -5.40 13.62 9.03 11.08
Franklin Rising Dividends R FRDRX -0.84 -1.28 -5.45 13.35 8.76 10.80
Franklin Rising Dividends C FRDTX -0.90 -1.44 -5.57 12.79 8.22 10.25
Franklin Rising Dividends R6 FRISX -0.79 -1.12 -5.32 14.08 9.46 ---
Fidelity® Total Market Index Instl Prem FSKAX -1.44 0.70 -4.10 15.49 10.16 13.57
Fidelity® Total Market Index Instl FSKTX -1.45 0.68 -4.11 15.48 10.15 13.56
Fidelity® Total Market Index Investor FSTMX -1.44 0.68 -4.12 15.42 10.08 13.50
Fidelity® Total Market Index Premium FSTVX -1.45 0.68 -4.11 15.47 10.14 13.55
Fidelity® SAI US Minimum Volatility Idx FSUVX -0.80 -0.56 -3.11 10.86 --- ---
Fidelity Advisor® Mega Cap Stock M FTGRX -0.41 -1.51 -6.79 11.88 7.66 11.65
Fidelity Advisor® Mega Cap Stock I FTRIX -0.41 -1.38 -6.72 12.41 8.22 12.24
American Funds Fundamental Invs F3 FUNFX -0.79 0.80 -4.55 17.10 --- ---
Fidelity® 500 Index Investor FUSEX -1.59 0.41 -4.54 15.49 10.53 13.66
Fidelity® 500 Index Premium FUSVX -1.60 0.43 -4.53 15.54 10.58 13.72
Fidelity® 500 Index Institutional Prem FXAIX -1.59 0.43 -4.52 15.57 10.61 13.75
Fidelity® 500 Index Institutional FXSIX -1.58 0.44 -4.52 15.57 10.60 13.73
Fidelity Advisor® Diversified Stock Z FZACX -1.56 4.50 -2.44 19.26 10.43 ---
Fidelity Advisor® Dividend Growth Z FZADX -1.45 -1.77 -6.34 13.05 7.24 ---
Fidelity Advisor® Mega Cap Stock Z FZALX -0.35 -1.32 -6.65 12.64 8.38 ---
Gabelli Asset AAA GABAX -0.07 0.15 -4.05 13.54 7.47 9.86
Gabelli Equity Income AAA GABEX -0.60 -1.61 -5.24 8.82 5.09 8.32
Gabelli Asset I GABIX -0.05 0.22 -3.99 13.82 7.74 10.14
Gabelli Asset T GALTX -0.08 0.15 -4.03 --- --- ---
Gotham Index Plus All-Cap Institutional GANDX -1.56 0.70 -4.73 --- --- ---
Gabelli Asset A GATAX -0.07 0.15 -4.05 13.55 7.47 9.86
Gabelli Asset C GATCX -0.15 -0.09 -4.24 12.68 6.66 9.04
US Global Investors All American Eq GBTFX -1.03 0.68 -3.69 4.05 -0.19 5.43
Gabelli Equity Income A GCAEX -0.60 -1.57 -5.22 8.87 5.10 8.32
Gabelli Equity Income C GCCEX -0.67 -1.82 -5.39 8.03 4.32 7.52
Gabelli Equity Income I GCIEX -0.57 -1.50 -5.19 9.15 5.36 8.60
Goldman Sachs US Tax-Managed Eq A GCTAX -1.08 1.92 -4.00 15.70 9.33 13.71
Goldman Sachs US Tax-Managed Eq C GCTCX -1.19 1.69 -4.17 14.83 8.51 12.86
Gabelli Equity Income T GCTEX -0.60 -1.57 -5.24 --- --- ---
Goldman Sachs US Tax-Managed Eq Instl GCTIX -1.07 2.03 -3.94 16.14 9.76 14.15
Goldman Sachs US Tax-Managed Eq Svc GCTSX -1.12 1.87 -4.06 15.58 9.21 13.58
Gotham Enhanced 500 Core Institutional GECFX -0.85 0.23 -5.39 17.15 --- ---
Gotham Enhanced Index Plus Institutional GENDX -1.50 0.61 -4.99 19.33 --- ---
Gotham Enhanced 500 Institutional GENFX -0.93 0.00 -5.95 18.81 10.72 ---
GuideStone Funds Equity Index Instl GEQYX -1.56 0.48 -4.46 16.01 10.68 13.69
GuideStone Funds Equity Index Investor GEQZX -1.60 0.37 -4.52 15.69 10.39 13.44
GE RSP US Equity GESSX -1.97 1.28 -3.96 13.77 8.69 12.95
Golub Group Equity GGEFX -0.75 1.21 -4.11 9.33 8.31 11.44
Aberdeen US Multi-Cap Equity Instl GGLIX -0.37 1.67 -4.28 16.49 8.95 11.04
Aberdeen US Multi-Cap Equity R GGLRX -0.42 1.46 -4.37 15.66 8.25 10.38
Guggenheim StylePlus - Large Core Instl GILIX -1.74 0.04 -5.01 15.45 11.01 14.14
Gotham Index Plus Institutional GINDX -1.84 -0.76 -6.75 19.10 13.38 ---
Guinness Atkinson™ Global Inntrs Instl GINNX -2.76 1.57 -4.70 26.13 --- ---
Great Lakes Disciplined Equity Instl GLDNX -0.89 0.07 -5.31 15.14 9.29 13.03
GMO US Equity VI GMCQX -2.18 -0.26 -5.04 14.53 9.84 11.34
GMO US Equity V GMEQX -2.18 -0.26 -5.09 14.45 --- ---
GMO US Equity IV GMRTX -2.17 -0.32 -5.13 14.43 9.80 11.30
GMO US Equity III GMUEX -2.17 -0.32 -5.07 14.37 9.73 11.23
Gotham Index Plus Investor GNNDX -1.85 -0.83 -6.81 --- --- ---
Nationwide R GNWRX -1.84 0.54 -4.30 13.35 8.85 12.10
Green Owl Intrinsic Value GOWLX -1.36 -2.63 -7.21 11.47 7.45 10.39
Victory RS Large Cap Alpha A GPAFX -0.23 1.54 -3.31 15.61 8.03 12.33
GMO Quality IV GQEFX -1.57 0.25 -5.36 18.25 12.27 12.89
GMO Quality III GQETX -1.53 0.25 -5.37 18.24 12.22 12.85
Goldman Sachs US Tax-Managed Eq Inv GQIRX -1.11 1.98 -3.94 16.00 9.60 13.97
GMO Quality V GQLFX -1.52 0.25 -5.36 18.31 12.30 12.92
GMO Quality VI GQLOX -1.53 0.25 -5.33 18.35 12.32 12.95
Victory Diversified Stock R GRINX -2.76 -2.29 -7.49 19.41 7.45 11.11
Nationwide S&P 500 Index Instl Svc GRISX -1.59 0.31 -4.60 15.09 10.18 13.30
Nationwide S&P 500 Index A GRMAX -1.66 0.27 -4.67 14.85 9.97 13.10
Nationwide S&P 500 Index C GRMCX -1.69 0.07 -4.79 14.12 9.28 12.39
Nationwide S&P 500 Index R6 GRMIX -1.58 0.37 -4.53 15.41 10.45 13.58
Nationwide S&P 500 Index R GRMRX -1.66 0.23 -4.72 14.64 9.70 12.78
Nationwide S&P 500 Index Svc GRMSX -1.59 0.28 -4.66 14.92 10.01 13.12
Goldman Sachs US Equity Insights Instl GSELX -0.91 2.21 -3.63 18.71 11.05 14.70
Goldman Sachs US Equity Insights Svc GSESX -0.96 2.05 -3.76 18.12 10.49 14.13
Goldman Sachs US Equity Insights R6 GSEUX -0.91 2.21 -3.63 18.72 --- ---
Goldman Sachs US Eq Div and Premium A GSPAX -1.64 -1.04 -4.25 9.68 8.08 10.99
Gotham Enhanced S&P 500 Index Instl GSPFX -1.44 1.74 -4.36 19.99 --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX -1.56 -0.88 -4.17 10.20 8.51 11.44
Goldman Sachs US Eq Div and Premium C GSPQX -1.74 -1.29 -4.42 8.83 7.27 10.16
Goldman Sachs US Equity Insights A GSSQX -0.94 2.08 -3.72 18.24 10.60 14.24
Goldman Sachs US Equity Insights R GSURX -0.95 2.01 -3.79 17.94 10.33 13.96
Goldman Sachs US Equity Insights C GSUSX -1.02 1.83 -3.90 17.34 9.78 13.39
Goldman Sachs US Equity Insights Inv GSUTX -0.93 2.15 -3.67 18.53 10.89 14.53
Glenmede Strategic Equity GTCEX -1.55 1.72 -4.29 19.27 12.25 14.68
Glenmede Large Cap Core Institutional GTLIX -1.95 0.03 -5.56 17.60 --- ---
Glenmede Large Cap Core Port GTLOX -1.97 -0.02 -5.61 17.34 10.53 15.29
Nationwide C GTRCX -1.86 0.36 -4.46 12.91 8.47 11.72
Goldman Sachs US Eq Div and Premium Inv GVIRX -1.66 -0.99 -4.20 9.97 8.34 11.27
Aberdeen US Multi-Cap Equity A GXXAX -0.39 1.61 -4.32 16.12 8.64 10.73
Aberdeen US Multi-Cap Equity C GXXCX -0.45 1.39 -4.52 15.35 7.85 9.92
Aberdeen US Multi-Cap Equity Instl Svc GXXIX -0.30 1.67 -4.22 16.41 8.86 10.96
Haverford Quality Growth Stock HAVGX -1.59 -1.47 -7.50 11.12 6.15 10.23
Harbor Large Cap Value Instl HAVLX -1.32 0.33 -5.37 15.33 12.07 14.48
Hartford Capital Appreciation C HCACX -2.69 1.51 -3.48 13.97 6.46 11.64
Hartford Capital Appreciation F HCAFX -2.59 1.86 -3.21 15.23 --- ---
Hartford Capital Appreciation Y HCAYX -2.59 1.86 -3.21 15.19 7.65 12.88
HCM Tactical Growth Investor HCMDX -3.62 1.80 -5.83 23.05 11.38 ---
HCM Tactical Growth A HCMGX -3.56 2.07 -5.66 23.92 12.15 ---
HCM Tactical Growth I HCMIX -3.55 2.06 -5.66 23.90 12.14 ---
HCM Tactical Growth R HCMSX -3.55 2.06 -5.66 23.90 12.14 ---
Hartford Capital Appreciation HLS IC HCPCX -2.27 1.17 -3.86 15.59 7.00 ---
Hartford Capital Appreciation HLS IA HIACX -2.22 1.31 -3.73 16.17 7.53 12.53
Hartford Capital Appreciation HLS IB HIBCX -2.26 1.24 -3.80 15.87 7.26 12.25
Hartford Stock HLS IB HIBSX -0.16 0.15 -4.39 13.58 8.92 11.46
Harbor Large Cap Value Inv HILVX -1.31 0.20 -5.39 14.90 11.66 14.07
JPMorgan Equity Index I HLEIX -1.61 0.39 -4.55 15.38 10.41 13.52
Highmore Sustainable All-Cap Eq Instl HMSQX -1.91 --- --- --- --- ---
Harbor Large Cap Value Retirement HNLVX -1.32 0.33 -5.31 15.41 --- ---
Harbor Large Cap Value Admin HRLVX -1.32 0.27 -5.37 14.99 11.78 14.17
Hartford Stock HLS IA HSTAX -0.14 0.23 -4.33 13.88 9.20 11.74
Homestead Stock Index HSTIX -1.62 0.30 -4.65 14.97 10.01 13.16
Voya Corporate Leaders 100 A IACLX -1.19 -1.64 -6.43 11.99 8.20 11.90
Voya Growth and Income Port A IAVGX -1.27 -0.76 -5.28 11.54 7.11 11.38
American Funds Invmt Co of Amer F2 ICAFX -1.59 -0.01 -4.49 13.93 9.57 13.11
Voya Corporate Leaders 100 C ICCLX -1.25 -1.79 -6.55 11.43 7.60 11.31
Independent Franchise Partners US Equity IFPUX -2.48 -2.43 -6.33 7.03 9.53 11.59
Integrity Growth & Income A IGIAX -2.64 -1.35 -6.73 12.36 6.90 10.01
Voya Growth and Income Port S2 IGISX -1.25 -0.77 -5.26 11.61 7.16 11.43
Integrity Growth & Income C IGIUX -2.68 -1.48 -6.82 11.64 --- ---
Integrity Growth & Income I IGIVX -2.62 -1.25 -6.66 12.65 --- ---
AMF Large Cap Equity AMF IICAX -1.83 -1.13 -5.60 13.09 10.41 10.47
AMF Large Cap Equity H IICHX -1.79 -0.98 -5.58 13.17 10.57 10.64
Voya Corporate Leaders 100 I IICLX -1.19 -1.60 -6.39 12.34 8.54 12.26
Voya Russell Large Cap Index Port I IIRLX -1.68 0.48 -4.70 16.15 10.90 13.71
Voya Growth and Income Port I IIVGX -1.22 -0.65 -5.17 12.04 7.59 11.87
IMS Dividend Growth IMSAX -4.57 -2.98 -7.28 10.59 5.94 8.74
Index Funds S&P 500® Equal Weight NoLoad INDEX -1.18 -0.30 -4.54 12.44 --- ---
Voya US Stock Index Port I INGIX -1.62 0.38 -4.60 15.32 10.32 13.45
Catalyst Insider Buying A INSAX -2.24 8.73 1.89 21.58 5.39 9.74
Catalyst Insider Buying C INSCX -2.27 8.52 1.69 20.68 4.61 8.93
Catalyst Insider Buying I INSIX -2.22 8.83 1.93 21.90 5.67 ---
Voya Corporate Leaders 100 O IOCLX -1.19 -1.69 -6.48 11.98 8.14 11.86
Voya Multi-Manager Large Cp Core Port A IPFAX -2.79 -2.15 -7.19 12.29 7.58 11.53
Voya Index Plus LargeCap Port I IPLIX -1.57 -0.76 -5.56 15.75 10.05 13.79
Voya Index Plus LargeCap Port S IPLSX -1.58 -0.83 -5.61 15.43 9.78 13.50
Voya Multi-Manager Large Cp Core Port I IPPIX -2.70 -1.95 -7.02 12.98 8.24 12.19
Voya Multi-Manager Large Cp Core Port S IPPSX -2.70 -1.95 -7.07 12.67 7.97 11.91
Voya Corporate Leaders 100 R IRCLX -1.20 -1.74 -6.51 11.66 7.87 11.60
Voya Russell Large Cap Index Port S IRLCX -1.69 0.38 -4.78 15.84 10.62 13.42
Voya Russell Large Cap Index Port A IRLIX -1.71 0.29 -4.84 15.56 10.33 13.14
Voya Russell Large Cap Index Port S2 IRLUX -1.69 0.37 -4.79 15.69 10.46 13.26
VY® Columbia Contrarian Core A ISBAX -2.09 -2.01 -6.98 11.59 8.58 12.89
VY® Columbia Contrarian Core S ISCSX -2.03 -1.91 -6.93 11.92 8.85 13.17
VY® Columbia Contrarian Core I ISFIX -2.03 -1.87 -6.87 12.15 9.12 13.46
Voya US Stock Index Port S2 ISIPX -1.66 0.19 -4.70 14.82 9.87 13.00
Voya US Stock Index Port A ISIVX -1.68 0.20 -4.70 14.63 9.72 12.85
Voya US Stock Index Port S ISJBX -1.64 0.32 -4.64 15.05 10.07 13.19
Voya Growth and Income Port S ISVGX -1.24 -0.72 -5.24 11.76 7.33 11.60
Hartford Capital Appreciation A ITHAX -2.60 1.76 -3.29 14.81 7.24 12.45
Hartford Capital Appreciation I ITHIX -2.59 1.83 -3.20 15.14 7.57 12.80
Hartford Capital Appreciation R3 ITHRX -2.64 1.64 -3.38 14.44 6.91 12.10
Hartford Capital Appreciation R4 ITHSX -2.61 1.74 -3.28 14.80 7.24 12.45
Hartford Capital Appreciation R5 ITHTX -2.58 1.82 -3.22 15.13 7.56 12.78
Hartford Capital Appreciation R6 ITHVX -2.59 1.86 -3.21 15.24 7.64 ---
Voya Corporate Leaders 100 W IWCLX -1.15 -1.60 -6.38 12.31 8.48 12.17
Guinness Atkinson™ Global Inntrs Inv IWIRX -2.79 1.49 -4.78 25.78 12.16 16.53
Janus Henderson Growth And Income S JADGX -1.70 -0.96 -5.87 17.70 10.87 13.07
Janus Henderson Growth And Income T JAGIX -1.67 -0.90 -5.81 17.97 11.15 13.36
Jamestown Equity JAMEX -1.37 0.27 -5.53 14.91 6.32 11.02
JPMorgan US Large Cap Core Plus R5 JCPRX -1.63 0.00 -5.47 14.05 9.29 13.90
JPMorgan US Research Enhanced Equity A JDEAX -1.88 -0.66 -5.54 13.33 7.62 12.56
JPMorgan US Research Enhanced Equity I JDESX -1.83 -0.55 -5.45 13.59 7.90 12.83
JPMorgan US Research Enhanced Equity R6 JDEUX -1.80 -0.52 -5.43 13.73 8.10 13.08
Prudential Jennison Equity Income Z JDEZX -2.13 0.05 -4.61 12.14 3.98 8.86
Janus Henderson Growth And Income A JDNAX -1.69 -0.94 -5.85 17.87 11.07 13.27
Janus Henderson Growth And Income N JDNNX -1.65 -0.83 -5.76 --- --- ---
Janus Henderson Growth And Income R JDNRX -1.72 -1.06 -5.94 17.37 10.57 12.78
Prudential Jennison Equity Income B JEIBX -2.23 -0.32 -4.91 11.00 2.93 7.76
Johnson Enhanced Return JENHX -1.82 -0.85 -5.39 13.48 10.17 13.51
Johnson Equity Income JEQIX -1.35 -0.76 -5.50 16.00 8.68 10.99
Janus Henderson Growth And Income C JGICX -1.74 -1.13 -6.00 17.05 10.27 12.42
Janus Henderson Growth And Income I JGINX -1.66 -0.86 -5.78 18.19 11.33 13.54
JHancock ESG Large Cap Core A JHJAX -0.57 1.41 -3.24 13.55 --- ---
JHancock ESG Large Cap Core C JHJCX -0.65 1.17 -3.42 12.66 --- ---
JHancock ESG Large Cap Core I JHJIX -0.57 1.49 -3.16 13.89 --- ---
JHancock ESG Large Cap Core R6 JHJRX -0.57 1.49 -3.08 13.92 --- ---
JHancock Fundamental Large Cap Core C JHLVX -1.97 -0.67 -5.75 12.89 9.62 12.74
JPMorgan Intrepid America A JIAAX -1.28 2.15 -3.62 19.19 9.61 13.56
JPMorgan Intrepid America C JIACX -1.34 1.99 -3.73 18.57 9.06 13.00
JPMorgan Intrepid America R6 JIAPX -1.22 2.31 -3.47 19.84 --- ---
JPMorgan Intrepid America R5 JIARX -1.23 2.27 -3.51 19.69 10.10 14.09
JPMorgan Intrepid America R2 JIAZX -1.29 2.07 -3.67 18.92 9.34 13.29
JPMorgan Intrepid Sustainable Equity A JICAX -1.45 0.37 -4.99 14.52 9.35 13.07
JPMorgan Intrepid Sustainable Equity C JICCX -1.50 0.22 -5.11 13.93 8.81 12.52
JPMorgan Intrepid Sustainable Equity I JIISX -1.41 0.46 -4.92 14.82 9.64 13.36
JPMorgan US Large Cap Core Plus A JLCAX -1.66 -0.10 -5.56 13.61 8.82 13.41
JHancock Fundamental Large Cap Core R4 JLCFX -1.92 -0.41 -5.55 13.84 10.56 13.70
JHancock Fundamental Large Cap Core R3 JLCHX -1.94 -0.52 -5.63 13.42 10.13 13.27
JHancock Fundamental Large Cap Core R1 JLCRX -1.94 -0.56 -5.66 13.30 10.01 13.15
JHancock Fundamental Large Cap Core R5 JLCVX -1.89 -0.35 -5.50 14.07 10.77 13.93
JHancock Fundamental Large Cap Core R6 JLCWX -1.89 -0.35 -5.48 14.14 10.85 14.00
JHancock Fundamental Large Cap Core R2 JLCYX -1.92 -0.49 -5.60 13.57 10.29 13.44
JPMorgan US Large Cap Core Plus C JLPCX -1.71 -0.25 -5.66 13.01 8.27 12.84
JPMorgan US Large Cap Core Plus I JLPSX -1.64 0.00 -5.49 13.91 9.10 13.70
JPMorgan US Large Cap Core Plus R6 JLPYX -1.64 0.03 -5.47 --- --- ---
JPMorgan US Large Cap Core Plus R2 JLPZX -1.71 -0.21 -5.63 13.24 8.53 13.11
JHancock Fundamental Large Cap Core I JLVIX -1.89 -0.37 -5.51 13.99 10.73 13.89
JPMorgan US Equity L JMUEX -1.73 0.08 -5.38 14.19 9.74 13.95
Janus Henderson Growth And Income D JNGIX -1.65 -0.86 -5.79 18.10 11.25 13.46
JPMorgan Tax Aware Equity I JPDEX -1.87 0.30 -5.20 15.69 10.45 14.52
JPMorgan Tax Aware Equity A JPEAX -1.90 0.17 -5.29 15.21 9.95 14.01
JPMorgan Tax Aware Equity C JPECX -1.93 0.03 -5.39 14.66 9.41 13.44
JPMorgan Intrepid America I JPIAX -1.25 2.24 -3.54 19.52 9.91 13.88
JPMorgan US Research Enhanced Equity L JPIEX -1.83 -0.55 -5.46 13.61 7.97 12.96
Janus Henderson US Managed Volatility A JRSAX -0.53 2.91 -1.14 17.26 9.54 12.70
Janus Henderson US Managed Volatility C JRSCX -0.54 2.80 -1.26 16.49 8.85 11.96
Janus Henderson US Managed Volatility D JRSDX -0.53 3.04 -0.97 17.50 9.70 ---
Janus Henderson US Managed Volatility I JRSIX -0.53 3.01 -1.05 17.61 9.84 13.06
Janus Henderson US Managed Volatility N JRSNX -0.53 3.11 -0.97 17.75 9.96 ---
Janus Henderson US Managed Volatility S JRSSX -0.53 2.91 -1.05 17.13 9.47 12.62
Janus Henderson US Managed Volatility T JRSTX -0.53 2.95 -1.06 17.43 9.66 12.84
JPMorgan US Equity A JUEAX -1.78 -0.03 -5.50 13.78 9.36 13.58
JPMorgan US Equity C JUECX -1.81 -0.19 -5.58 13.16 8.83 13.02
JPMorgan US Equity R6 JUEMX -1.76 0.11 -5.34 14.30 9.85 14.08
JPMorgan US Equity R3 JUEPX -1.78 -0.02 -5.51 13.68 --- ---
JPMorgan US Equity R4 JUEQX -1.77 0.04 -5.42 14.06 --- ---
JPMorgan US Equity I JUESX -1.77 0.04 -5.42 13.99 9.59 13.79
JPMorgan US Equity R2 JUEZX -1.79 -0.15 -5.54 13.38 9.08 13.27
JPMorgan US Equity R5 JUSRX -1.73 0.14 -5.37 14.23 9.79 14.01
KP Large Cap Equity Institutional KPLCX -1.64 1.39 -4.01 17.87 11.06 ---
Lord Abbett Calibrated Dividend Gr A LAMAX -1.65 -2.42 -6.37 11.65 8.81 11.05
Lord Abbett Calibrated Dividend Gr B LAMBX -1.72 -2.68 -6.52 10.79 8.00 10.21
Lord Abbett Calibrated Dividend Gr C LAMCX -1.67 -2.64 -6.52 10.81 8.02 10.23
Lord Abbett Calibrated Dividend Gr F LAMFX -1.62 -2.32 -6.28 11.89 9.01 11.24
Lord Abbett Calibrated Dividend Gr R6 LAMHX -1.57 -2.33 -6.30 12.02 --- ---
Lord Abbett Calibrated Dividend Gr P LAMPX -1.64 -2.47 -6.40 11.43 8.59 10.82
Lord Abbett Calibrated Dividend Gr R2 LAMQX -1.66 -2.55 -6.46 11.23 8.45 10.65
Lord Abbett Calibrated Dividend Gr R3 LAMRX -1.60 -2.44 -6.41 11.36 8.57 10.80
Lord Abbett Calibrated Dividend Gr R4 LAMSX -1.59 -2.42 -6.32 11.65 --- ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX -1.64 -2.34 -6.32 11.90 --- ---
Lord Abbett Calibrated Dividend Gr I LAMYX -1.58 -2.34 -6.32 11.97 9.10 11.33
Lord Abbett Calibrated Dividend Gr T LBDTX -1.59 -2.42 -6.31 --- --- ---
Low Beta Tactical 500 Institutional LBETX -0.27 5.77 1.29 --- --- ---
ClearBridge Dividend Strategy FI LBRIX -1.01 -2.62 -6.48 10.54 8.29 ---
Low Beta Tactical 500 Investor LBTTX -0.36 5.68 1.20 --- --- ---
ClearBridge Dividend Strategy IS LCBEX -0.97 -2.53 -6.36 10.99 8.76 10.52
ClearBridge Dividend Strategy 1 LCBOX -0.98 -2.54 -6.40 10.88 8.63 10.41
Columbia Contrarian Core A LCCAX -2.06 -1.95 -6.88 11.72 8.74 12.98
Columbia Contrarian Core C LCCCX -2.14 -2.19 -7.08 10.86 7.93 12.14
SEI Large Cap Index A (SIIT) LCIAX -1.56 0.49 -4.34 15.43 10.23 13.63
Leland Thomson Reuters Private Eq Idx A LDPAX -2.07 -3.23 -10.23 16.77 --- ---
Leland Thomson Reuters Private Eq Idx C LDPCX -2.17 -3.48 -10.43 15.79 --- ---
Leland Thomson Reuters Private Eq Idx I LDPIX -2.06 -3.14 -10.12 17.02 --- ---
Lazard US Equity Concentrated Instl LEVIX -2.04 0.59 -4.29 9.67 8.40 12.97
Lazard US Equity Concentrated Open LEVOX -2.09 0.45 -4.38 9.37 8.12 12.58
Scharf R6 LGRSX -2.51 --- --- --- --- ---
ClearBridge Value A LGVAX -0.71 -2.16 -6.81 7.94 5.59 11.80
Longleaf Partners LLPFX 0.76 -0.86 -4.56 10.39 3.42 7.46
ClearBridge Appreciation IS LMESX -0.72 -0.34 -5.14 13.49 9.28 11.78
QS US Large Cap Equity IS LMISX -1.46 0.67 -4.35 17.38 8.87 13.18
ClearBridge Dividend Strategy R LMMRX -1.07 -2.72 -6.56 10.20 8.05 9.82
ClearBridge Value I LMNVX -0.68 -2.08 -6.75 8.20 5.84 12.05
ClearBridge Appreciation FI LMPIX -0.76 -0.46 -5.26 12.96 8.84 11.30
ClearBridge Appreciation R LMPPX -0.80 -0.59 -5.34 12.64 8.50 10.98
QS US Large Cap Equity I LMTIX -1.46 0.67 -4.36 17.39 --- ---
QS US Large Cap Equity FI LMUSX -1.50 0.56 -4.43 16.94 8.49 12.81
ClearBridge Value FI LMVFX -0.71 -2.19 -6.83 7.84 5.52 11.72
ClearBridge Value R LMVRX -0.73 -2.25 -6.90 7.55 5.22 11.38
ClearBridge Value C LMVTX -0.76 -2.35 -6.96 7.19 4.85 11.00
Scharf Institutional LOGIX -2.51 -2.18 -6.56 5.29 3.70 10.82
Scharf Retail LOGRX -2.54 -2.25 -6.63 5.02 3.42 ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX -1.63 -2.33 -6.30 12.02 --- ---
Summit GI US Low Volatility Equity A LVOLX -1.06 1.66 -3.34 14.34 --- ---
Lazard US Strategic Equity Open LZUOX -1.17 1.44 -4.02 13.42 6.97 10.78
Lazard US Strategic Equity Instl LZUSX -1.10 1.53 -3.96 13.72 7.28 11.10
MainStay Epoch US All Cap A MAAAX -2.60 -1.34 -7.59 12.88 7.59 12.38
Mutual of America Instl Equity Index MAEQX -1.61 0.36 -4.58 15.40 10.51 13.61
Mutual of America Instl All America MALLX -1.55 -0.26 -4.46 13.76 8.91 12.57
BlackRock Advantage Large Cap Core Instl MALRX -1.59 2.14 -3.35 17.31 10.61 13.88
MainStay MAP Equity A MAPAX -1.62 -0.12 -5.82 14.71 7.46 10.73
MainStay MAP Equity B MAPBX -1.68 -0.38 -6.02 13.66 6.46 9.72
MainStay MAP Equity R1 MAPRX -1.60 -0.05 -5.75 14.91 7.63 10.91
Convergence Core Plus Institutional MARNX -0.78 2.51 -4.33 19.37 10.33 12.91
BlackRock Advantage US Total Mkt Instl MASPX -1.70 0.51 -4.12 10.94 7.06 11.73
MainStay Epoch US All Cap I MATIX -2.63 -1.26 -7.54 13.17 7.85 12.66
MainStay Epoch US All Cap B MAWBX -2.68 -1.64 -7.84 11.74 6.47 11.18
MainStay Epoch US All Cap C MAWCX -2.73 -1.63 -7.83 11.74 6.44 11.16
MainStay Epoch US All Cap R6 MAWDX -2.60 --- --- --- --- ---
MainStay Epoch US All Cap Inv MAWNX -2.66 -1.45 -7.64 12.56 7.26 12.02
BlackRock Advantage Large Cap Core Inv C MCLRX -1.63 1.83 -3.61 16.09 9.42 12.67
BlackRock Advantage US Total Mkt Inv C MCSPX -1.75 0.21 -4.34 9.77 5.93 10.54
MainStay MacKay Common Stock Investor MCSSX -1.41 0.74 -4.62 17.88 9.30 13.36
BlackRock Advantage Large Cap Core Inv A MDLRX -1.59 2.09 -3.41 17.03 10.31 13.59
BlackRock Advantage US Total Mkt Inv A MDSPX -1.70 0.47 -4.18 10.66 6.80 11.46
Meehan Focus MEFOX -3.18 -1.07 -7.46 13.08 5.35 9.77
AMG FQ Tax-Managed US Equity N MFQAX -0.42 2.31 -2.70 14.68 7.71 13.11
AMG FQ Tax-Managed US Equity I MFQTX -0.42 2.38 -2.64 14.96 7.98 13.40
MFS® Research B MFRBX -1.87 1.07 -3.60 14.97 9.07 12.04
MFS® Research C MFRCX -1.89 1.02 -3.61 14.94 9.06 12.03
MFS® Research A MFRFX -1.82 1.28 -3.40 15.85 9.89 12.89
MFS® Research R3 MFRHX -1.83 1.27 -3.42 15.82 9.89 12.88
MFS® Research R4 MFRJX -1.79 1.35 -3.37 16.15 10.16 13.16
MFS® Research R6 MFRKX -1.77 1.40 -3.33 16.24 10.27 13.26
MFS® Research R1 MFRLX -1.87 1.04 -3.59 14.98 9.07 12.03
MassMutual Select Equity Opports A MFVAX -1.08 -0.45 -5.01 13.82 8.51 12.29
MassMutual Select Equity Opports R4 MFVFX -1.10 -0.46 -5.02 13.90 8.62 ---
MassMutual Select Equity Opports R3 MFVNX -1.10 -0.48 -5.06 13.67 8.34 12.08
MassMutual Select Equity Opports R5 MFVSX -1.11 -0.35 -4.90 14.32 8.99 12.80
MassMutual Select Equity Opports I MFVZX -1.12 -0.36 -4.92 14.37 9.08 12.91
MainStay MacKay Common Stock C MGOCX -1.50 0.51 -4.79 17.00 8.49 12.50
MM S&P 500® Index R4 MIEAX -1.62 0.28 -4.67 14.91 9.95 13.05
MM S&P 500® Index Adm MIEYX -1.66 0.27 -4.67 15.07 10.10 13.24
MM S&P 500® Index R5 MIEZX -1.63 0.38 -4.60 15.36 10.39 13.51
Oppenheimer Main Street C MIGCX -1.54 -2.44 -6.81 7.04 7.49 11.67
Oppenheimer Main Street Y MIGYX -1.45 -2.16 -6.59 8.10 8.56 12.78
BNY Mellon Large Cap Stock Inv MILCX -1.74 0.98 -4.23 15.45 8.88 12.74
MFS® Massachusetts Investors Tr R2 MIRTX -1.62 0.65 -4.66 15.90 9.61 12.51
Midas Magic MISEX -3.54 -2.52 -9.65 13.08 7.70 10.06
MFS® Massachusetts Investors Tr B MITBX -1.63 0.51 -4.76 15.31 9.08 11.95
MFS® Massachusetts Investors Tr C MITCX -1.66 0.49 -4.76 15.33 9.07 11.95
MFS® Massachusetts Investors Tr R4 MITDX -1.57 0.80 -4.53 16.48 10.16 13.07
MFS® Massachusetts Investors Tr R1 MITGX -1.64 0.53 -4.76 15.33 9.08 11.96
MFS® Massachusetts Investors Tr R3 MITHX -1.59 0.72 -4.61 16.18 9.89 12.80
MFS® Massachusetts Investors Tr I MITIX -1.53 0.83 -4.51 16.48 10.18 13.08
MFS® Massachusetts Investors Tr R6 MITJX -1.56 0.83 -4.51 16.57 10.26 13.17
MFS® Massachusetts Investors Tr A MITTX -1.55 0.75 -4.57 16.21 9.91 12.82
BlackRock Advantage US Total Mkt K MKSPX -1.69 --- --- --- --- ---
BlackRock Advantage Large Cap Core K MLRKX -1.59 --- --- --- --- ---
MFS® Low Volatility Equity A MLVAX -0.80 -0.87 -3.50 9.87 9.20 ---
MFS® Low Volatility Equity B MLVBX -0.91 -1.12 -3.68 9.05 8.37 ---
MFS® Low Volatility Equity C MLVGX -0.84 -1.12 -3.68 9.10 8.36 ---
MFS® Low Volatility Equity I MLVHX -0.81 -0.81 -3.44 10.21 9.46 ---
MFS® Low Volatility Equity R1 MLVMX -0.84 -1.05 -3.67 9.10 8.40 ---
MFS® Low Volatility Equity R2 MLVOX -0.81 -0.95 -3.57 9.60 8.94 ---
MFS® Low Volatility Equity R3 MLVPX -0.80 -0.87 -3.56 9.83 9.19 ---
MFS® Low Volatility Equity R4 MLVRX -0.81 -0.81 -3.44 10.20 9.43 ---
MFS® Low Volatility Equity R6 MLVTX -0.72 -0.72 -3.42 10.30 9.56 ---
MainStay MAP Equity R3 MMAPX -1.64 -0.22 -5.90 14.34 7.09 10.35
MM S&P 500® Index A MMFFX -1.69 0.22 -4.75 14.80 9.84 ---
MassMutual Select Equity Opports Adm MMFVX -1.09 -0.43 -4.96 14.07 8.77 12.56
MassMutual Select Equity Opports Svc MMFYX -1.08 -0.36 -4.94 14.19 8.88 12.69
MM S&P 500® Index Svc MMIEX -1.63 0.32 -4.64 15.21 10.21 13.33
MM S&P 500® Index R3 MMINX -1.66 0.17 -4.73 14.59 9.67 12.76
MM S&P 500® Index I MMIZX -1.59 0.38 -4.56 15.47 10.49 13.65
MainStay MAP Equity C MMPCX -1.68 -0.38 -6.02 13.66 6.46 9.72
MassMutual Premier Main Street Adm MMSLX -1.43 -2.22 -6.69 7.69 8.17 12.38
MassMutual Premier Main Street R3 MMSNX -1.54 -2.33 -6.77 7.22 7.74 11.91
MassMutual Premier Main Street R5 MMSSX -1.43 -2.13 -6.61 7.89 8.36 12.60
MassMutual Premier Main Street Svc MMSYX -1.56 -2.23 -6.72 7.71 8.25 12.49
Manor MNRMX -3.56 -4.03 -8.42 10.03 5.66 10.46
Castle Focus Investor MOATX 0.73 -1.17 -3.48 6.33 5.82 7.35
MainStay MacKay Common Stock B MOPBX -1.46 0.55 -4.78 17.05 8.50 12.52
Mairs & Power Growth Inv MPGFX -0.98 -2.69 -6.72 8.36 7.80 11.15
BNY Mellon Large Cap Stock M MPLCX -1.71 1.21 -4.02 15.73 9.15 13.04
MainStay MAP Equity R2 MPRRX -1.61 -0.15 -5.83 14.63 7.35 10.62
MFS® Core Equity R2 MRERX -1.74 0.99 -3.45 17.17 9.87 13.36
MFS® Research I MRFIX -1.79 1.37 -3.36 16.13 10.16 13.16
Marshfield Concentrated Opportunity MRFOX -2.32 0.14 -4.79 18.52 --- ---
MFS® Core Equity A MRGAX -1.70 1.10 -3.37 17.47 10.15 13.66
MFS® Core Equity B MRGBX -1.77 0.84 -3.58 16.57 9.32 12.80
MFS® Core Equity C MRGCX -1.76 0.85 -3.56 16.59 9.31 12.80
MFS® Core Equity R1 MRGGX -1.76 0.85 -3.56 16.56 9.32 12.80
MFS® Core Equity R3 MRGHX -1.70 1.10 -3.37 17.46 10.14 13.65
MFS® Core Equity R4 MRGJX -1.65 1.19 -3.31 17.76 10.42 13.94
MFS® Core Equity R6 MRGKX -1.66 1.19 -3.30 17.83 10.52 14.05
MFS® Core Equity I MRGRX -1.67 1.16 -3.34 17.75 10.43 13.94
BlackRock Advantage Large Cap Core R MRLRX -1.63 2.03 -3.45 16.69 10.00 13.27
BlackRock Advantage US Total Mkt R MRSPX -1.72 0.35 -4.26 10.34 6.49 11.13
Oppenheimer Main Street A MSIGX -1.48 -2.23 -6.65 7.84 8.30 12.51
BlackRock Advantage Large Cap Core Svc MSLRX -1.59 2.08 -3.42 17.01 10.18 13.48
MainStay MAP Equity Investor MSMIX -1.64 -0.17 -5.86 14.50 7.25 10.54
MainStay MacKay Common Stock A MSOAX -1.41 0.82 -4.55 18.15 9.57 13.65
MainStay MacKay Common Stock I MSOIX -1.37 0.90 -4.50 18.45 9.85 13.94
MainStay MacKay Common Stock R3 MSOSX -1.42 0.71 -4.67 17.75 --- ---
MainStay MacKay S&P 500 Index I MSPIX -1.61 0.35 -4.60 15.22 10.26 13.39
MFS® Research R2 MSRRX -1.83 1.20 -3.46 15.55 9.61 12.60
MassMutual Premier Main Street A MSSAX -1.45 -2.25 -6.70 7.46 7.88 12.11
MassMutual Premier Main Street R4 MSSRX -1.46 -2.27 -6.67 7.59 8.00 ---
MainStay MacKay S&P 500 Index A MSXAX -1.63 0.27 -4.65 14.94 9.99 13.11
MassMutual Premier Main Street I MSZIX -1.43 -2.13 -6.61 8.00 8.45 ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX -1.57 1.38 -4.13 17.38 10.27 13.22
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX -1.61 1.47 -4.06 17.62 10.55 13.51
MainStay MAP Equity I MUBFX -1.59 -0.02 -5.76 15.02 7.73 11.01
MFS® Blended Research Core Equity A MUEAX -1.27 -0.66 -5.28 13.39 8.13 12.49
MFS® Blended Research Core Equity C MUECX -1.29 -0.84 -5.42 12.55 7.32 11.65
MFS® Blended Research Core Equity R1 MUERX -1.32 -0.87 -5.44 12.54 7.33 11.66
MFS® Blended Research Core Equity R2 MUESX -1.28 -0.72 -5.31 13.11 7.85 12.21
MFS® Blended Research Core Equity R3 MUETX -1.27 -0.62 -5.26 13.39 8.12 12.49
MFS® Blended Research Core Equity R4 MUEUX -1.23 -0.54 -5.19 13.72 8.40 12.78
MFS® Blended Research Core Equity R6 MUEVX -1.21 -0.54 -5.17 13.82 8.53 12.91
Muhlenkamp MUHLX -3.49 -4.73 -10.76 6.58 -0.22 4.81
Nationwide Institutional Service MUIFX -1.75 0.69 -4.18 14.06 9.58 12.84
Morgan Stanley Instl US Core A MUOAX -1.44 -0.73 -6.75 12.85 --- ---
Morgan Stanley Instl US Core C MUOCX -1.54 -0.98 -6.96 11.97 --- ---
Morgan Stanley Instl US Core I MUOIX -1.52 -0.73 -6.74 13.16 --- ---
Morgan Stanley Instl US Core IS MUOSX -1.52 -0.73 -6.74 13.20 --- ---
MFS® Blended Research Core Equity B MUSBX -1.31 -0.86 -5.42 12.54 7.32 11.66
MFS® Blended Research Core Equity I MUSEX -1.21 -0.54 -5.18 13.69 8.41 12.79
Victory S&P 500 Index A MUXAX -1.63 0.27 -4.64 14.92 10.01 13.08
Victory S&P 500 Index R MUXRX -1.68 0.14 -4.73 14.34 9.51 12.62
Victory S&P 500 Index Y MUXYX -1.63 0.31 -4.62 15.00 10.20 13.28
Marathon Value Portfolio MVPFX -2.23 -0.40 -5.11 10.09 8.35 10.36
Metropolitan West AlphaTrak 500 MWATX -1.65 -0.29 -5.07 14.01 12.44 14.97
VanEck Morningstar Wide Moat I MWMIX -1.65 -1.43 -6.82 --- --- ---
VanEck Morningstar Wide Moat Z MWMZX -1.65 -1.39 -6.78 --- --- ---
Federated Max-Cap Index C MXCCX -1.69 0.03 -4.83 14.14 9.26 12.35
Great-West S&P 500® Index Institutional MXKWX -1.58 0.45 -4.51 15.44 --- ---
Great-West S&P 500® Index Investor MXVIX -1.66 0.27 -4.66 14.98 9.96 13.10
Great-West S&P 500® Index L MXVJX -1.66 0.17 -4.72 14.66 9.69 12.82
Matthew 25 MXXVX -2.15 -5.08 -9.09 15.52 8.54 12.89
MainStay MacKay U.S. Equity Opports C MYCCX -2.07 -0.58 -6.28 17.47 10.22 14.27
MainStay MacKay U.S. Equity Opports I MYCIX -1.97 -0.20 -5.97 18.83 11.43 15.56
MainStay MacKay U.S. Equity Opports Inv MYCNX -1.93 -0.31 -6.03 18.52 11.08 15.17
MainStay MacKay U.S. Equity Opports A MYCTX -2.00 -0.30 -6.03 18.52 11.18 15.31
MainStay MacKay S&P 500 Index Inv MYSPX -1.66 0.21 -4.69 14.79 9.86 12.98
Nuveen Santa Barbara Dividend Growth R3 NBDRX -1.39 -1.44 -5.94 12.87 7.33 10.67
Neuberger Berman Focus Adv NBFAX -1.29 0.94 -4.11 11.37 7.50 11.66
Neuberger Berman Focus Tr NBFCX -1.25 0.92 -4.03 11.62 7.66 11.82
Neuberger Berman Socially Rspns Inst NBSLX -0.92 1.58 -3.83 13.57 8.97 12.62
Neuberger Berman Socially Rspns Inv NBSRX -0.95 1.49 -3.90 13.36 8.77 12.41
Neuberger Berman Focus Inv NBSSX -1.22 1.02 -3.94 11.83 7.86 12.03
Neuberger Berman Socially Rspns Tr NBSTX -0.97 1.44 -3.94 13.13 8.57 12.22
Natixis Oakmark C NECOX -0.98 0.86 -4.96 17.59 9.95 13.54
Natixis Oakmark A NEFOX -0.93 1.07 -4.78 18.52 10.76 14.39
Columbia Large Cap Index A NEIAX -1.62 0.30 -4.62 15.08 10.14 13.26
Natixis Oakmark Y NEOYX -0.93 1.14 -4.75 18.78 11.04 14.67
Neuberger Berman Focus A NFAAX -1.25 0.90 -3.99 11.58 7.64 11.81
Neuberger Berman Focus C NFACX -1.33 0.70 -4.22 10.82 6.86 10.99
Neuberger Berman Focus Inst NFALX -1.22 1.05 -3.94 12.01 8.04 12.22
Columbia Large Cap Index Inst NINDX -1.61 0.36 -4.58 15.36 10.42 13.54
Nuveen Large Cap Core A NLACX 0.21 3.99 -2.86 19.10 9.43 ---
Nuveen Large Cap Core C NLCDX 0.15 3.76 -3.02 18.22 8.62 ---
Nuveen Large Cap Core R6 NLCFX 0.24 4.08 -2.78 19.48 --- ---
Nuveen Large Cap Core I NLCIX 0.24 4.08 -2.81 19.42 9.71 ---
Columbia Large Cap Enhanced Core A NMIAX -1.31 0.81 -4.12 18.42 10.02 14.09
Columbia Large Cap Enhanced Core Inst NMIMX -1.27 0.89 -4.06 18.68 10.30 14.37
Neuberger Berman Multi-Cap Opp A NMUAX -1.06 1.41 -3.16 17.68 11.22 13.38
Neuberger Berman Multi-Cap Opp C NMUCX -1.10 1.19 -3.35 16.79 10.40 12.54
Neuberger Berman Multi-Cap Opp Inst NMULX -1.00 1.56 -3.08 18.08 11.62 13.79
Northern Active M US Equity NMUSX -0.66 1.63 -3.01 13.99 --- ---
Natixis Oakmark N NOANX -0.89 1.22 -4.67 --- --- ---
Nuveen Symphony Low Volatility Equity A NOPAX -1.89 1.65 -3.57 16.97 8.80 12.56
Nuveen Symphony Low Volatility Equity C NOPCX -1.96 1.40 -3.78 16.08 7.98 11.71
Nuveen Symphony Low Volatility Equity R6 NOPFX -1.86 1.77 -3.50 17.38 --- ---
Nuveen Symphony Low Volatility Equity I NOPRX -1.89 1.71 -3.54 17.25 9.06 12.83
Northern Stock Index NOSIX -1.61 0.38 -4.55 15.46 10.50 13.64
Neuberger Berman Socially Rspns A NRAAX -0.95 1.44 -3.94 13.13 8.57 12.19
Neuberger Berman Socially Rspns C NRACX -1.02 1.20 -4.13 12.32 7.76 11.36
Neuberger Berman Socially Rspns R3 NRARX -0.97 1.36 -3.98 12.86 8.30 11.92
Neuberger Berman Socially Rspns R6 NRSRX -0.92 1.58 -3.83 13.66 9.04 12.69
Nuveen Santa Barbara Dividend Growth A NSBAX -1.39 -1.39 -5.90 13.14 7.59 10.94
Nuveen Santa Barbara Dividend Growth C NSBCX -1.44 -1.61 -6.05 12.29 6.80 10.11
Nuveen Santa Barbara Dividend Growth R6 NSBFX -1.35 -1.26 -5.80 13.51 7.96 11.31
Nuveen Santa Barbara Dividend Growth I NSBRX -1.37 -1.30 -5.83 13.41 7.87 11.22
Columbia Select Large Cap Equity Inst NSEPX -1.77 -0.14 -4.93 16.55 11.14 13.77
Columbia Select Large Cap Equity A NSGAX -1.75 -0.21 -4.96 16.24 10.85 13.49
Columbia Select Large Cap Equity C NSGCX -1.83 -0.37 -5.10 15.38 10.02 12.65
Northern US Quality ESG NUESX -1.72 0.42 -4.90 --- --- ---
Nationwide R6 NWABX --- --- --- --- --- ---
Nationwide A NWFAX -1.80 0.61 -4.25 13.76 9.33 12.58
Davis NY Venture B NYVBX -0.26 0.53 -4.65 17.58 10.09 12.07
Davis NY Venture C NYVCX -0.22 0.61 -4.57 17.81 10.31 12.28
Davis NY Venture R NYVRX -0.17 0.76 -4.47 18.40 10.85 12.82
Davis NY Venture A NYVTX -0.17 0.85 -4.40 18.71 11.17 13.15
Oakmark Select Investor OAKLX -0.93 -1.40 -7.63 12.22 7.59 13.92
Oakmark Investor OAKMX -0.88 1.36 -4.58 19.11 11.13 14.75
Oakmark Select Institutional OANLX -0.90 -1.36 -7.61 12.38 --- ---
Oakmark Institutional OANMX -0.87 1.40 -4.55 19.28 --- ---
Oppenheimer Rising Dividends A OARDX -0.98 -0.42 -4.33 10.74 6.06 9.57
Oakmark Select Service OARLX -0.96 -1.53 -7.74 11.89 7.24 13.56
Oakmark Service OARMX -0.91 1.26 -4.66 18.78 10.78 14.39
Oakmark Select Advisor OAYLX -0.90 -1.34 -7.59 12.39 --- ---
Oakmark Advisor OAYMX -0.87 1.38 -4.57 19.24 --- ---
Oppenheimer Rising Dividends B OBRDX -1.01 -0.65 -4.46 9.93 5.26 8.71
Oppenheimer Rising Dividends C OCRDX -1.08 -0.65 -4.50 9.95 5.27 8.76
JPMorgan Equity Index C OEICX -1.68 0.12 -4.77 14.40 9.38 12.43
O'Shaughnessy All Cap Core A OFAAX -0.71 2.68 -3.66 19.52 10.87 13.14
O'Shaughnessy All Cap Core C OFACX -0.83 2.40 -3.86 18.60 9.96 12.25
Olstein All Cap Value Adv OFAFX -1.79 0.16 -4.88 9.72 4.92 11.57
O'Shaughnessy All Cap Core I OFAIX -0.72 2.80 -3.63 19.81 11.09 13.39
Olstein All Cap Value C OFALX -1.87 -0.15 -5.14 8.61 3.88 10.49
JPMorgan Equity Index A OGEAX -1.63 0.32 -4.62 15.08 10.13 13.23
JPMorgan Equity Index R6 OGFAX -1.59 0.43 -4.54 15.56 --- ---
Oppenheimer Rising Dividends I OIRDX -0.96 -0.26 -4.19 11.24 6.51 10.04
Oppenheimer Main Street R OMGNX -1.51 -2.30 -6.71 7.57 8.02 12.22
Oppenheimer Main Street All Cap B OMOBX -1.69 -0.25 -4.80 9.62 6.09 9.90
Oppenheimer Main Street B OMSBX -1.56 -2.49 -6.85 6.98 7.47 11.63
Oppenheimer Main Street All Cap C OMSCX -1.62 -0.18 -4.76 9.72 6.12 9.93
Oppenheimer Main Street I OMSIX -1.44 -2.08 -6.54 8.29 8.76 12.99
Oppenheimer Main Street All Cap R OMSNX -1.58 0.00 -4.65 10.28 6.66 10.49
Oppenheimer Main Street All Cap A OMSOX -1.53 0.11 -4.57 10.57 6.93 10.76
Oppenheimer Main Street All Cap Y OMSYX -1.55 0.16 -4.52 10.87 7.20 11.04
Oppenheimer Rising Dividends R ONRDX -1.05 -0.48 -4.36 10.47 5.80 9.27
Oak Ridge Dividend Growth A ORDAX -1.88 -0.33 -5.18 14.09 8.17 ---
Oak Ridge Dividend Growth I ORDNX -1.87 -0.33 -5.15 14.36 8.42 ---
Osterweis OSTFX -0.71 -1.17 -4.60 8.10 1.74 6.90
Old Westbury All Cap Core OWACX -1.44 2.46 -2.62 17.24 6.43 9.40
Oppenheimer Rising Dividends Y OYRDX -0.95 -0.30 -4.22 11.06 6.34 9.83
T. Rowe Price Capital Opportunity Adv PACOX -1.61 1.04 -4.09 17.00 10.90 13.69
Pacific Advisors Large Cap Value A PAGTX -2.30 -4.16 -8.99 8.17 6.59 9.39
Prudential QMA Defensive Equity A PAMGX -2.04 -2.43 -5.93 8.89 6.86 9.16
Prudential QMA Defensive Equity Q PAMQX -1.96 -2.36 -5.91 9.18 --- ---
Parnassus PARNX -2.51 -3.25 -7.16 7.77 7.03 14.06
Parnassus Endeavor Investor PARWX -4.61 -4.22 -9.71 10.79 11.42 15.95
T. Rowe Price US Large-Cap Core Adv PAULX -1.03 0.67 -3.85 13.22 10.13 13.52
Pax ESG Beta Dividend Fund Indl Inv PAXDX -2.83 -1.39 -5.89 12.12 --- ---
Pax Large Cap Fund Individual Investor PAXLX -1.28 2.08 -3.66 18.04 --- ---
Payson Total Return PBFDX -2.36 2.38 -2.62 17.54 8.73 10.97
Principal Capital Appreciation R1 PCAMX -1.69 0.18 -4.36 13.77 8.57 12.30
Principal Capital Appreciation R2 PCANX -1.69 0.21 -4.35 13.93 8.71 12.44
Principal Capital Appreciation R3 PCAOX -1.67 0.26 -4.30 14.13 8.91 12.65
Principal Capital Appreciation R4 PCAPX -1.66 0.32 -4.26 14.34 9.11 12.86
Principal Capital Appreciation R5 PCAQX -1.64 0.37 -4.23 14.48 9.24 13.00
T. Rowe Price Capital Opportunity I PCCOX -1.57 1.15 -4.01 17.46 --- ---
Putnam Investors C PCINX -1.43 0.37 -5.09 16.88 8.70 12.80
Pioneer C PCODX -1.17 0.48 -4.82 15.11 8.62 11.36
Pioneer Core Equity C PCOTX -1.38 1.70 -3.58 18.10 9.22 11.61
T. Rowe Price Dividend Growth I PDGIX -0.86 0.56 -3.45 14.21 --- ---
Virtus Rampart Enhanced Core Equity A PDIAX -2.22 -6.70 -8.99 8.91 8.58 12.82
Prudential QMA Defensive Equity Z PDMZX -2.03 -2.43 -5.98 9.10 7.07 9.40
Prudential QMA Stock Index I PDSIX -1.62 0.40 -4.56 15.42 10.46 13.57
Dreyfus S&P 500 Index PEOPX -1.62 0.29 -4.65 15.04 10.08 13.20
Pacific Funds Large-Cap C PFCCX -1.19 -0.64 -5.41 13.85 --- ---
Pacific Funds Large-Cap Advisor PFCDX -1.18 -0.40 -5.21 14.97 --- ---
Pacific Funds Large-Cap Investor PFCRX -1.12 -0.40 -5.23 14.75 7.96 ---
RiskPro® PFG Equity 30+ R PFDEX -1.59 -0.10 -4.07 --- --- ---
Pacific Funds Large-Cap S PFKIX -1.12 -0.32 -5.15 15.13 8.33 ---
Pacific Funds Large-Cap A PFLAX -1.19 -0.48 -5.24 14.69 --- ---
Parnassus Institutional PFPRX -2.51 -3.21 -7.12 7.95 --- ---
Parnassus Endeavor Institutional PFPWX -4.60 -4.17 -9.65 11.02 --- ---
RiskPro® 30+ R PFSEX -1.66 0.30 -4.36 --- --- ---
Pacific Advisors Large Cap Value C PGCCX -2.36 -4.35 -9.17 7.38 5.78 8.56
Virtus Rampart Enhanced Core Equity C PGICX -2.26 -6.95 -9.20 8.08 7.78 11.97
Prudential QMA Defensive Equity C PIMGX -2.05 -2.64 -6.14 8.11 6.07 8.33
Putnam Investors A PINVX -1.38 0.60 -4.93 17.77 9.52 13.65
Pioneer A PIODX -1.09 0.73 -4.60 16.04 9.49 12.24
Pioneer R PIORX -1.15 0.59 -4.71 15.49 9.03 11.80
Pioneer Core Equity A PIOTX -1.27 1.99 -3.36 19.06 10.12 12.56
Putnam Investors R6 PIVEX -1.35 0.69 -4.84 18.17 9.94 14.01
Putnam Investors R PIVRX -1.36 0.53 -4.94 17.50 9.25 13.37
Prudential Jennison Rising Dividend A PJDAX -2.09 -0.47 -5.17 12.65 7.14 ---
Prudential Jennison Rising Dividend C PJDCX -2.18 -0.71 -5.40 11.83 6.34 ---
Prudential Jennison Rising Dividend Q PJDQX -2.11 -0.49 -5.19 --- --- ---
Prudential Jennison Rising Dividend Z PJDZX -2.10 -0.41 -5.18 12.92 7.40 ---
Prudential Jennison Equity Income R PJERX -2.20 -0.15 -4.73 11.61 3.45 8.31
Prudential Jennison Equity Opportunity C PJGCX -0.68 1.51 -3.59 12.29 7.18 11.49
Prudential Jennison Equity Opportunity Z PJGZX -0.63 1.88 -3.33 13.49 8.26 12.61
Prudential Jennison Equity Opportunity A PJIAX -0.65 1.75 -3.42 13.10 7.93 12.27
Prudential Jennison Equity Opportunity B PJIBX -0.74 1.45 -3.65 12.17 7.12 11.46
Prudential Jennison Equity Income Q PJIQX -2.10 0.07 -4.57 12.30 4.11 8.97
Prudential Jennison Equity Opportunity Q PJOQX -0.63 1.88 -3.33 13.54 8.39 ---
Prudential Jennison Equity Opportunity R PJORX -0.69 1.64 -3.51 12.77 7.66 12.02
PNC Multi-Factor All Cap A PLEAX -2.27 0.86 -4.75 14.15 8.07 12.58
PNC Multi-Factor All Cap C PLECX -2.38 0.68 -4.88 13.35 7.36 11.81
PNC Multi-Factor All Cap I PLEIX -2.22 0.98 -4.64 14.51 8.39 12.89
Principal Large Cap S&P 500 Index Inst PLFIX -1.62 0.34 -4.56 15.33 10.42 13.55
Principal Large Cap S&P 500 Index R3 PLFMX -1.62 0.23 -4.66 14.77 9.81 12.92
Principal Large Cap S&P 500 Index R2 PLFNX -1.67 0.17 -4.75 14.50 9.62 12.73
Principal Large Cap S&P 500 Index R5 PLFPX -1.60 0.34 -4.61 15.10 10.16 13.28
Principal Large Cap S&P 500 Index R4 PLFSX -1.62 0.28 -4.65 14.99 10.01 13.14
Principal Large Cap S&P 500 Index C PLICX -1.72 0.00 -4.82 14.06 9.18 12.28
Putnam Research R6 PLJMX -1.66 0.96 -4.00 16.74 --- ---
Principal Large Cap S&P 500 Index R1 PLPIX -1.68 0.11 -4.78 14.38 9.47 12.57
Principal Large Cap S&P 500 Index A PLSAX -1.62 0.29 -4.61 15.02 10.07 13.18
Putnam Low Volatility Equity A PLVEX -0.25 1.00 -2.09 11.18 4.71 6.58
Putnam Low Volatility Equity B PLVFX -0.25 0.84 -2.28 10.40 3.96 5.80
Putnam Low Volatility Equity C PLVGX -0.33 0.76 -2.28 10.31 3.93 5.79
Putnam Low Volatility Equity M PLVHX -0.25 0.83 -2.26 10.62 4.20 6.06
Putnam Low Volatility Equity Y PLVKX -0.16 1.08 -2.09 11.48 4.99 6.85
PMC Diversified Equity PMDEX -1.11 0.62 -4.55 15.15 6.25 9.75
Putnam Multi-Cap Core A PMYAX -1.42 0.44 -4.97 18.17 9.60 14.73
Putnam Multi-Cap Core B PMYBX -1.50 0.18 -5.17 17.30 8.80 13.88
Putnam Multi-Cap Core C PMYCX -1.50 0.18 -5.18 17.30 8.79 13.86
Putnam Multi-Cap Core M PMYMX -1.43 0.27 -5.07 17.60 9.07 14.16
Putnam Multi-Cap Core Y PMYYX -1.37 0.52 -4.91 18.49 9.89 15.01
Putnam Multi-Cap Core R PMYZX -1.42 0.35 -5.03 17.89 9.35 14.46
Putnam Research A PNRAX -1.71 0.82 -4.11 16.23 9.15 13.60
Putnam Investors B PNVBX -1.39 0.39 -5.06 16.88 8.70 12.80
Putnam Investors M PNVMX -1.43 0.45 -5.02 17.15 8.96 13.09
Putnam Investors Y PNVYX -1.33 0.69 -4.82 18.08 9.80 13.94
Pin Oak Equity POGSX -1.99 2.22 -3.40 14.69 12.93 15.65
T. Rowe Price Total Equity Market Idx POMIX -1.50 0.53 -4.27 15.00 9.95 13.44
PRIMECAP Odyssey Stock POSKX -2.76 0.53 -5.59 19.05 11.86 14.90
PIMCO StocksPLUS® Admin PPLAX -1.66 0.06 -4.82 15.27 9.96 13.47
Prudential QMA US Broad Market Index Q PQBMX -1.53 0.41 -4.44 15.11 --- ---
Prudential QMA Large-Cap Core Eq Pls A PQMAX -1.57 -0.56 -6.08 --- --- ---
Prudential QMA Large-Cap Core Eq Pls C PQMCX -1.67 -0.84 -6.26 --- --- ---
Prudential QMA Large-Cap Core Eq Pls Q PQMQX -1.66 -0.56 -6.08 --- --- ---
Prudential QMA Large-Cap Core Eq Pls Z PQMZX -1.66 -0.56 -6.09 --- --- ---
Prudential QMA Stock Index Q PQSIX -1.60 0.42 -4.54 --- --- ---
Putnam Research C PRACX -1.77 0.58 -4.29 15.34 8.34 12.75
Parnassus Core Equity Investor PRBLX -0.95 0.58 -3.96 12.97 8.87 12.06
T. Rowe Price Capital Opportunity PRCOX -1.61 1.07 -4.04 17.30 11.20 14.01
T. Rowe Price Dividend Growth PRDGX -0.86 0.54 -3.47 14.07 10.03 12.78
T. Rowe Price Equity Index 500 PREIX -1.60 0.37 -4.58 15.32 10.35 13.48
Putnam Research B PRFBX -1.77 0.58 -4.29 15.37 8.34 12.75
Putnam Research M PRFMX -1.73 0.66 -4.24 15.64 8.61 13.03
T. Rowe Price Growth & Income PRGIX -1.03 0.81 -3.76 13.66 10.07 13.42
Parnassus Core Equity Institutional PRILX -0.92 0.66 -3.91 13.21 9.10 12.28
Putnam Research R PRSRX -1.70 0.76 -4.16 15.94 8.89 13.32
T. Rowe Price Equity Index 500 I PRUIX -1.60 0.41 -4.54 15.49 --- ---
Prudential QMA Stock Index A PSIAX -1.62 0.31 -4.62 15.05 10.08 13.19
Prudential QMA Stock Index C PSICX -1.70 0.10 -4.78 14.29 9.37 12.47
Prudential QMA Stock Index Z PSIFX -1.62 0.38 -4.56 15.34 10.38 13.51
PIMCO StocksPLUS® P PSKPX -1.65 0.11 -4.81 15.47 10.12 13.63
PIMCO StocksPLUS® Absolute Return C PSOCX -1.63 0.31 -4.74 14.87 9.68 12.26
PIMCO StocksPLUS® A PSPAX -1.67 0.05 -4.87 15.08 9.79 13.30
PIMCO StocksPLUS® C PSPCX -1.76 -0.14 -5.03 14.55 9.22 12.73
Principal Large Cap S&P 500 Index J PSPJX -1.58 0.35 -4.60 15.20 10.17 13.25
PIMCO StocksPLUS® R PSPRX -1.72 -0.10 -4.97 14.81 9.48 12.99
PIMCO StocksPLUS® Absolute Return Instl PSPTX -1.56 0.63 -4.46 16.26 10.96 13.57
Port Street Quality Growth Institutional PSQGX -1.24 0.00 -3.27 10.05 6.72 ---
PIMCO StocksPLUS® Instl PSTKX -1.64 0.12 -4.87 15.50 10.20 13.74
Prudential QMA Large-Cap Core Equity Z PTEZX -1.10 0.47 -4.52 18.20 10.42 13.85
Prudential QMA Large-Cap Core Equity A PTMAX -1.13 0.36 -4.63 17.87 10.14 13.56
Prudential QMA Large-Cap Core Equity B PTMBX -1.24 0.07 -4.84 16.87 9.28 12.68
Prudential QMA Large-Cap Core Equity C PTMCX -1.17 0.13 -4.76 17.04 9.32 12.72
Prudential QMA Large-Cap Core Equity Q PTMQX -1.16 0.41 -4.57 18.32 --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX -1.49 0.56 -4.52 15.91 10.51 13.12
PIMCO StocksPLUS® Absolute Return P PTOPX -1.57 0.61 -4.53 16.15 10.83 13.45
Putnam Research Y PURYX -1.66 0.90 -4.05 16.53 9.43 13.88
Pioneer Core Equity Y PVFYX -1.30 2.02 -3.33 19.36 10.43 12.88
Virtus Rampart Sector Trend A PWBAX -0.76 1.56 -3.71 14.99 4.61 7.74
Virtus Rampart Sector Trend C PWBCX -0.85 1.27 -3.84 14.06 3.82 6.93
Principal Capital Appreciation Inst PWCIX -1.63 0.45 -4.16 14.78 9.51 13.28
Pax ESG Beta Quality Institutional PWGIX -2.19 -0.44 -4.87 14.72 8.84 12.97
Pax ESG Beta Dividend Fund Institutional PXDIX -2.82 -1.22 -5.80 12.51 --- ---
Pax ESG Beta Quality A PXGAX -2.20 -0.56 -4.91 14.49 8.58 ---
Virtus Rampart Enhanced Core Equity I PXIIX -2.18 -6.62 -8.96 9.19 8.85 13.10
Pax Large Cap Fund Institutional PXLIX -1.28 2.08 -3.66 18.23 --- ---
Pax ESG Beta Quality Individual Investor PXWGX -2.20 -0.51 -4.90 14.50 8.59 12.69
Pioneer Y PYODX -1.07 0.79 -4.54 16.32 9.77 12.56
Federated MDT Large Cap Growth A QALGX -2.94 5.28 -1.90 22.28 9.00 13.65
Federated MDT Large Cap Growth B QBLGX -3.05 5.04 -2.13 21.31 8.15 12.79
AQR Large Cap Multi-Style I QCELX -2.26 0.62 -4.15 17.89 9.36 13.53
AQR Large Cap Multi-Style N QCENX -2.32 0.51 -4.27 17.60 9.10 13.26
AQR Large Cap Multi-Style R6 QCERX -2.26 0.62 -4.16 18.00 9.48 ---
Federated MDT Large Cap Growth C QCLGX -3.07 4.99 -2.13 21.33 8.15 12.79
Pear Tree Quality Institutional QGIAX -1.59 -1.02 -5.78 16.59 11.55 12.29
Federated MDT Large Cap Growth Instl QILGX -2.97 5.34 -1.82 22.56 9.26 13.94
AQR Large Cap Relaxed Constraint Eq I QLRIX -1.98 -0.42 -5.02 16.19 --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX -1.89 -0.42 -5.09 15.96 --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX -1.89 -0.33 -5.02 16.35 --- ---
AQR TM Large Cap Multi-Style I QTLLX -2.13 0.31 -4.46 17.94 9.42 ---
AQR TM Large Cap Multi-Style N QTLNX -2.14 0.23 -4.54 17.61 9.09 ---
AQR TM Large Cap Multi-Style R6 QTLRX -2.13 0.31 -4.46 18.02 9.51 ---
AQR Large Cap Defensive Style R6 QUERX -1.69 0.84 -3.03 15.58 12.56 ---
Victory RS Large Cap Alpha R RCEKX -0.26 1.42 -3.40 15.17 7.65 11.92
Victory RS Large Cap Alpha Y RCEYX -0.21 1.60 -3.26 15.84 8.26 12.58
T. Rowe Price US Large-Cap Core I RCLIX -1.03 0.80 -3.77 13.68 --- ---
Victory RS Large Cap Alpha C RCOCX -0.30 1.29 -3.50 14.68 7.18 11.43
Columbia Disciplined Core C RDCEX -1.08 1.19 -3.73 18.25 8.99 13.19
Columbia Disciplined Core T RDEWX -0.97 1.41 -3.56 19.16 9.82 14.04
Russell Inv US Core Equity E REAEX -1.10 0.18 -4.58 14.86 9.43 12.54
Russell Inv US Core Equity Y REAYX -1.03 0.32 -4.47 15.37 --- ---
Aspiration Redwood REDWX -3.90 2.48 -2.59 14.59 --- ---
Russell Inv US Defensive Equity A REQAX -0.89 0.30 -4.10 12.81 9.33 11.50
Russell Inv US Defensive Equity C REQCX -0.95 0.08 -4.27 11.97 8.51 10.67
Russell Inv US Defensive Equity E REQEX -0.89 0.32 -4.09 12.83 9.33 11.50
Russell Inv US Core Equity C REQSX -1.13 -0.06 -4.73 14.01 8.61 11.70
Russell Inv US Defensive Equity S REQTX -0.85 0.42 -4.02 13.15 9.62 11.80
Glenmede Responsible ESG US Equity RESGX -1.53 0.42 -5.33 16.90 --- ---
Russell Inv US Defensive Equity Y REUYX -0.83 0.46 -3.99 13.33 9.82 12.00
American Funds Fundamental Invs R2E RFEBX -0.86 0.56 -4.73 16.18 11.14 ---
American Funds Fundamental Invs R1 RFNAX -0.89 0.46 -4.82 15.82 10.76 12.94
American Funds Fundamental Invs R2 RFNBX -0.89 0.45 -4.81 15.82 10.78 12.97
American Funds Fundamental Invs R3 RFNCX -0.86 0.59 -4.71 16.33 11.26 13.46
American Funds Fundamental Invs R4 RFNEX -0.83 0.70 -4.63 16.69 11.60 13.80
American Funds Fundamental Invs R5 RFNFX -0.81 0.77 -4.56 17.03 11.93 14.14
American Funds Fundamental Invs R6 RFNGX -0.79 0.80 -4.55 17.09 11.99 14.20
American Funds Fundamental Invs R5E RFNHX -0.81 0.77 -4.58 16.96 --- ---
American Funds Invmt Co of Amer R2E RIBEX -1.64 -0.24 -4.66 13.16 8.84 ---
American Funds Invmt Co of Amer R1 RICAX -1.68 -0.32 -4.74 12.80 8.48 11.98
American Funds Invmt Co of Amer R2 RICBX -1.67 -0.32 -4.73 12.82 8.48 12.00
American Funds Invmt Co of Amer R3 RICCX -1.62 -0.18 -4.61 13.34 8.96 12.48
American Funds Invmt Co of Amer R4 RICEX -1.62 -0.10 -4.56 13.66 9.30 12.83
American Funds Invmt Co of Amer R5 RICFX -1.59 -0.01 -4.48 13.99 9.62 13.17
American Funds Invmt Co of Amer R6 RICGX -1.59 0.01 -4.46 14.05 9.68 13.22
American Funds Invmt Co of Amer R5E RICHX -1.59 -0.02 -4.49 13.89 --- ---
Russell Inv US Large Cap Equity C RLCCX -1.08 0.27 -4.67 13.22 8.29 11.46
Russell Inv US Large Cap Equity S RLCSX -0.84 0.68 -4.40 14.51 9.40 12.60
Russell Inv US Large Cap Equity A RLCZX -0.99 0.53 -4.48 14.10 9.10 12.30
Russell Inv US Core Equity S RLISX -1.06 0.25 -4.50 15.20 9.72 12.83
Lazard US Equity Concentrated R6 RLUEX -2.10 0.52 -4.34 9.63 --- ---
Lazard US Strategic Equity R6 RLUSX -1.17 1.53 -3.96 13.71 7.33 ---
T. Rowe Price Capital Opportunity R RRCOX -1.65 0.89 -4.17 16.60 10.56 13.34
Russell Inv US Strategic Equity A RSEAX -1.02 1.30 -3.78 16.60 9.70 12.51
Russell Inv US Strategic Equity C RSECX -1.08 1.10 -3.92 15.75 8.89 11.68
Russell Inv US Strategic Equity E RSEEX -1.02 1.37 -3.77 16.67 9.70 12.53
Russell Inv US Strategic Equity S RSESX -1.03 1.36 -3.71 16.95 9.99 12.82
Russell Inv US Dynamic Equity A RSGAX -1.36 1.00 -4.28 16.71 9.73 13.84
Russell Inv US Dynamic Equity C RSGCX -1.36 0.87 -4.38 15.87 8.96 13.03
Russell Inv US Dynamic Equity E RSGEX -1.23 1.12 -4.14 16.81 9.75 13.87
Russell Inv US Dynamic Equity S RSGSX -1.31 1.11 -4.12 16.98 10.03 14.14
Russell Inv US Dynamic Equity Y RSGTX -1.24 1.24 -4.10 17.22 10.26 14.38
Columbia Disciplined Core Inst2 RSIPX -0.98 1.51 -3.50 19.46 10.17 14.44
State Farm S&P 500 Index R3 RSPHX -1.63 0.30 -4.63 14.83 9.99 13.09
State Farm S&P 500 Index R1 RSPOX -1.63 0.30 -4.60 15.06 9.71 12.70
State Farm S&P 500 Index R2 RSPTX -1.64 0.30 -4.62 15.04 9.87 12.89
Russell Inv US Core Equity A RSQAX -1.07 0.18 -4.56 14.87 9.43 12.54
Russell Inv Multifactor US Equity R6 RTDRX -1.83 1.31 -4.03 16.95 --- ---
Russell Inv Multifactor US Equity S RTDSX -1.80 1.27 -4.08 16.69 10.80 ---
Russell Inv Multifactor US Equity M RTDTX -1.84 1.31 -4.04 16.84 10.96 ---
Russell Inv Multifactor US Equity Y RTDYX -1.83 1.32 -4.03 16.90 11.02 ---
Russell 3000 PR USD RUA -1.59 0.10 -4.59 13.29 7.99 11.40
Russell 1000 PR USD RUI -1.69 -0.04 -4.80 13.31 8.06 11.41
Russell Inv US Strategic Equity Y RUSPX --- --- --- --- --- ---
Russell Inv US Strategic Equity M RUSTX -1.01 1.39 -3.69 17.11 --- ---
Redwood AlphaFactor Core Equity I RWAIX -0.91 -3.47 -7.49 9.34 --- ---
Redwood AlphaFactor Core Equity N RWANX -0.91 -3.59 -7.55 9.19 --- ---
Redwood Activist Leaders I RWLIX -0.25 -1.00 -4.46 --- --- ---
Redwood Activist Leaders N RWLNX -0.31 -1.12 -4.52 --- --- ---
Redwood AlphaFactor Tactical Core I RWTIX -0.91 -3.77 -7.57 8.90 --- ---
Redwood AlphaFactor Tactical Core N RWTNX -0.91 -3.83 -7.58 8.78 --- ---
Rydex S&P 500 A RYSOX -1.74 -0.04 -4.89 13.75 8.79 11.89
Rydex S&P 500 H RYSPX -1.74 -0.04 -4.90 13.73 8.77 11.89
Rydex S&P 500 C RYSYX -1.79 -0.27 -5.06 12.88 7.96 11.05
SA US Core Market Select SAALX -1.79 0.94 -4.18 --- --- ---
Spirit of America Large Cap Value C SACVX -1.71 -1.62 -5.88 11.77 --- ---
SA US Core Market Investor SAMKX -1.83 0.81 -4.30 16.41 9.93 13.19
ClearBridge Appreciation C SAPCX -0.83 -0.66 -5.43 12.23 8.07 10.53
ClearBridge Appreciation I SAPYX -0.72 -0.34 -5.16 13.36 9.16 11.66
ClearBridge Dividend Strategy C SBPLX -1.10 -2.85 -6.64 9.77 7.58 9.36
AmericaFirst Large Cap Shr Buyback A SBQAX -0.09 2.24 -3.88 15.25 --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX 0.00 2.58 -3.68 16.34 --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX -0.18 2.07 -3.98 14.78 --- ---
QS S&P 500 Index D SBSDX -1.62 0.32 -4.61 15.14 10.21 13.33
QS S&P 500 Index A SBSPX -1.64 0.28 -4.65 14.94 10.00 13.12
Deutsche Core Equity S SCDGX -0.80 1.36 -3.57 17.64 10.79 14.69
SEI Large Cap Disciplined Eq A (SIIT) SCPAX -1.47 0.15 -4.82 13.81 9.61 13.39
Deutsche S&P 500 Index S SCPIX -1.63 0.33 -4.60 15.19 10.24 13.34
Touchstone Large Cap Focused Instl SCRLX -1.27 1.35 -3.84 17.49 11.06 ---
Touchstone Large Cap Focused C SCSCX -1.37 1.02 -4.08 16.16 9.81 12.14
SEI Dynamic Asset Allocation A (SIIT) SDLAX -0.61 -0.56 -4.98 12.67 9.46 14.29
Sit Dividend Growth I SDVGX -1.49 -0.44 -4.85 13.66 9.16 11.64
Sit Dividend Growth S SDVSX -1.45 -0.44 -4.88 13.43 8.89 11.38
SEI Dynamic Asset Allocation F (SIMT) SDYAX -0.64 -0.72 -5.11 11.99 --- ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX -0.64 -0.64 -5.11 12.23 --- ---
Guggenheim StylePlus - Large Core A SECEX -1.77 0.00 -5.06 15.12 10.56 13.84
Crossmark Steward Lrg Cap Enh Idx C SEEBX -1.79 0.25 -5.15 --- --- ---
Crossmark Steward Lrg Cap Enh Idx Instl SEECX -1.58 0.68 -4.66 16.15 9.03 13.36
Crossmark Steward Lrg Cap Enh Idx K SEEHX -1.90 0.03 -5.33 --- --- ---
Crossmark Steward Lrg Cap Enh Idx A SEEKX -1.60 0.59 -4.73 15.79 8.68 12.99
Touchstone Large Cap Focused A SENCX -1.29 1.28 -3.90 17.08 10.67 13.04
SEI S&P 500 Index Y (SIMT) SETYX -1.63 0.35 -4.60 15.30 --- ---
Guggenheim StylePlus - Large Core C SFECX -1.86 -0.29 -5.26 14.14 9.55 12.80
Guggenheim StylePlus - Large Core P SFEPX -1.83 -0.13 -5.19 14.95 --- ---
State Farm S&P 500 Index Instl SFXIX -1.62 0.30 -4.62 15.15 10.14 13.23
Summit GI US Low Volatility Equity C SGICX -1.08 1.43 -3.46 13.62 --- ---
Columbia Contrarian Core V SGIEX -2.04 -1.93 -6.87 11.74 8.74 12.97
ClearBridge Appreciation A SHAPX -0.76 -0.47 -5.24 13.03 8.85 11.32
Stone Harbor 500 Plus Instl SHERX -1.68 0.19 -4.71 15.73 --- ---
Touchstone Large Cap Focused Y SICWX -1.29 1.33 -3.85 17.38 10.97 13.35
Summit GI US Low Volatility Equity I SILVX -1.00 1.73 -3.23 14.60 9.84 11.13
Selected American Shares D SLADX -0.46 0.54 -4.65 18.32 11.49 13.29
Selected American Shares S SLASX -0.49 0.44 -4.71 17.93 11.13 12.92
SEI Large Cap A (SIIT) SLCAX -1.63 0.19 -5.05 16.02 8.36 12.56
Selective Opportunity Service SLCSX 0.97 --- --- --- --- ---
Selective Opportunity Foundation SLCTX 0.82 18.22 13.38 35.74 --- ---
Saratoga Large Capitalization Value I SLCVX -1.57 -5.37 -8.70 0.93 -0.31 8.83
State Farm Equity Premier SLEAX -2.62 2.68 -3.60 20.93 10.06 13.91
State Farm Equity B Legacy SLEBX -2.63 2.68 -3.61 20.71 9.71 13.51
State Farm Equity Instl SLEIX -2.65 2.71 -3.59 20.82 10.19 14.08
SEI Large Cap F (SIMT) SLGAX -1.50 0.77 -4.66 17.88 8.75 12.44
SEI Large Cap Index F (SIMT) SLGFX -1.58 --- --- --- --- ---
State Farm S&P 500 Index Premier SLIAX -1.63 0.35 -4.59 15.24 10.04 13.05
State Farm S&P 500 Index B Legacy SLIBX -1.61 0.35 -4.58 15.13 9.69 12.65
Saratoga Large Capitalization Value C SLVCX -1.69 -5.67 -8.96 -0.08 -1.31 7.76
Saratoga Large Capitalization Value A SLVYX -1.63 -5.49 -8.82 0.53 -0.71 8.39
SEI Large Cap Y (SIMT) SLYCX -1.50 0.83 -4.66 18.17 9.02 ---
Columbia Contrarian Core Inst SMGIX -2.05 -1.86 -6.83 12.02 9.01 13.27
Smead Value Investor SMVLX -1.79 -2.57 -8.48 14.15 7.84 11.80
Schroder North American Equity Inv SNAEX -1.92 -0.53 -5.28 14.17 9.75 12.87
State Farm Equity A SNEAX -2.58 2.72 -3.52 20.87 10.01 13.86
State Farm Equity B SNEBX -2.69 2.65 -3.64 20.82 9.50 13.25
State Farm S&P 500 Index A SNPAX -1.64 0.35 -4.62 15.16 9.98 13.02
State Farm S&P 500 Index B SNPBX -1.62 0.35 -4.58 15.15 9.49 12.39
Schwab 1000 Index® SNXFX -1.55 0.57 -4.30 15.59 10.10 13.41
Spirit of America Large Cap Value A SOAVX -1.66 -1.44 -5.72 12.51 6.96 10.41
ClearBridge Dividend Strategy A SOPAX -1.06 -2.66 -6.48 10.52 8.31 10.11
ClearBridge Dividend Strategy I SOPYX -0.99 -2.55 -6.39 10.84 8.63 10.46
Shelton S&P 500 Index Direct SPFIX -1.64 0.37 -4.65 15.48 10.40 13.48
Invesco S&P 500 Index A SPIAX -1.63 0.28 -4.64 14.94 9.99 13.11
Invesco S&P 500 Index C SPICX -1.69 0.04 -4.84 14.12 9.19 12.28
Invesco S&P 500 Index Y SPIDX -1.61 0.34 -4.59 15.21 10.27 13.39
SEI S&P 500 Index I (SIMT) SPIIX -1.65 0.22 -4.69 14.84 9.92 13.04
SEI S&P 500 Index A (SIIT) SPINX -1.62 0.46 -4.54 15.53 10.58 ---
Invesco S&P 500 Index R6 SPISX -1.61 0.38 -4.56 15.29 --- ---
Prudential QMA Defensive Equity R SPMRX -2.02 -2.61 -6.06 9.73 6.93 9.08
Prudential Jennison Equity Income A SPQAX -2.19 -0.07 -4.66 11.85 3.72 8.58
Shelton S&P 500 Index K SPXKX -1.68 0.22 -4.77 14.91 9.85 12.92
State Farm Equity R3 SREHX -2.56 2.70 -3.59 20.80 10.14 14.02
State Farm Equity R1 SREOX -2.67 2.62 -3.61 20.65 9.73 13.54
State Farm Equity R2 SRETX -2.59 2.73 -3.62 20.74 9.91 13.74
MFS® Equity Opportunities A SRFAX -1.77 -3.04 -6.89 8.82 7.44 11.68
MFS® Equity Opportunities B SRFBX -1.80 -3.24 -7.03 8.02 6.64 10.84
MFS® Equity Opportunities C SRFCX -1.83 -3.23 -7.05 8.01 6.63 10.84
MFS® Equity Opportunities R1 SRFDX -1.81 -3.22 -7.02 8.01 6.63 10.84
MFS® Equity Opportunities R2 SRFEX -1.76 -3.10 -6.92 8.57 7.17 11.40
MFS® Equity Opportunities R3 SRFFX -1.74 -3.02 -6.86 8.83 7.44 11.67
MFS® Equity Opportunities R4 SRFGX -1.73 -2.91 -6.78 9.12 7.71 11.96
MFS® Equity Opportunities R6 SRFHX -1.70 -2.90 -6.79 9.22 7.83 12.07
MFS® Equity Opportunities I SRFIX -1.73 -2.92 -6.80 9.12 7.71 11.96
Sarofim Equity SRFMX -2.63 -1.90 -6.75 14.77 7.89 ---
Gabelli ESG A SRIAX -1.67 -3.89 -7.38 3.12 4.54 7.91
Gabelli ESG C SRICX -1.73 -4.13 -7.57 2.33 3.77 7.11
Gabelli ESG I SRIDX -1.64 -3.87 -7.35 3.32 4.79 8.18
Gabelli ESG AAA SRIGX -1.67 -3.95 -7.43 3.12 4.54 7.91
Victory Diversified Stock A SRVEX -2.70 -2.19 -7.40 19.80 7.79 11.44
State Street Equity 500 Index II SSEYX -1.65 0.46 -4.58 15.48 10.62 ---
State Street Equity 500 Index R SSFRX -1.72 0.23 -4.75 14.77 9.86 12.95
SEI S&P 500 Index F (SIMT) SSPIX -1.63 0.33 -4.61 15.13 10.18 13.30
State Street Equity 500 Index A SSSVX -1.72 0.28 -4.70 14.92 10.02 ---
State Street Equity 500 Index I SSSWX -1.68 0.37 -4.66 15.20 10.31 ---
State Street Equity 500 Index K SSSYX -1.67 0.46 -4.61 15.43 10.52 ---
Victory Special Value A SSVSX -2.76 -2.20 -7.41 18.84 7.36 9.81
State Street Equity 500 Index Svc STBIX -1.68 0.37 -4.66 15.17 10.25 13.35
Stralem Equity STEFX -1.39 -1.39 -5.97 7.68 7.32 9.59
State Street Equity 500 Index Adm STFAX -1.63 0.42 -4.61 15.32 10.36 13.46
State Farm Growth STFGX -1.13 -3.64 -7.56 8.49 7.22 10.18
SEI Tax-Managed Large Cap Y (SIMT) STLYX -1.49 1.10 -4.34 16.95 8.48 ---
BlackRock Exchange BlackRock STSEX -0.28 0.71 -3.67 12.73 8.79 10.43
State Street Instl US Equity Inv SUSIX -1.97 1.14 -3.94 13.43 8.69 12.80
State Street Instl US Equity Svc SUSSX -1.91 1.14 -3.96 13.28 8.45 12.68
Deutsche Core Equity A SUWAX -0.77 1.30 -3.61 17.34 10.50 14.36
Deutsche Core Equity C SUWCX -0.86 1.03 -3.79 16.41 9.65 13.47
Deutsche Core Equity Institutional SUWIX -0.76 1.40 -3.52 17.68 10.84 14.75
Deutsche Core Equity R SUWTX -0.86 1.16 -3.73 16.88 10.10 13.85
Deutsche Core Equity T SUWUX -0.76 1.34 -3.57 --- --- ---
Deutsche Core Equity R6 SUWZX -0.78 1.38 -3.55 17.72 10.86 ---
Smead Value A SVFAX -1.78 -2.55 -8.46 14.27 7.89 ---
Smead Value R1 SVFDX -1.80 -2.63 -8.53 13.92 7.56 ---
Smead Value I1 SVFFX -1.78 -2.47 -8.42 14.47 8.14 12.10
Smead Value R2 SVFKX -1.91 -2.82 -8.72 13.71 7.58 ---
Smead Value I3 SVFMX -1.76 --- --- --- --- ---
Smead Value S SVFSX -1.78 --- --- --- --- ---
Smead Value Y SVFYX -1.75 -2.43 -8.38 14.64 8.30 ---
SSgA S&P 500 Index N SVSPX -1.60 0.33 -4.59 15.38 10.46 13.57
Schwab Core Equity SWANX -1.47 0.35 -4.08 15.87 9.15 13.18
Schwab® S&P 500 Index SWPPX -1.57 0.44 -4.52 15.58 10.55 13.67
Schwab Total Stock Market Index SWTSX -1.45 0.70 -4.11 15.38 10.09 13.50
Deutsche S&P 500 Index A SXPAX -1.63 0.27 -4.64 14.91 9.96 13.03
Deutsche S&P 500 Index C SXPCX -1.72 0.06 -4.82 14.09 9.18 12.24
Deutsche S&P 500 Index R6 SXPRX -1.60 0.40 -4.57 15.23 --- ---
Touchstone Large Cap A TACLX -3.31 -2.09 -7.27 13.50 7.18 ---
T. Rowe Price Dividend Growth Advisor TADGX -0.88 0.42 -3.54 13.74 9.73 12.47
JHancock Fundamental Large Cap Core A TAGRX -1.92 -0.45 -5.58 13.73 10.44 13.58
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX -1.62 0.71 -4.49 15.27 --- ---
TIAA-CREF Equity Index Premier TCEPX -1.50 0.56 -4.23 15.20 9.97 13.40
TIAA-CREF Equity Index Advisor TEIHX -1.44 0.61 -4.17 15.27 --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX -1.55 0.71 -4.50 15.17 --- ---
Touchstone Large Cap C TFCCX -3.37 -2.34 -7.45 12.64 6.38 ---
Touchstone Focused C TFFCX -3.04 -0.05 -5.22 9.50 7.13 11.63
Touchstone Focused Instl TFFIX -2.95 0.30 -4.96 10.72 8.33 12.89
Touchstone Focused Y TFFYX -2.94 0.30 -4.96 10.67 8.24 12.78
Touchstone Focused A TFOAX -2.96 0.19 -5.04 10.34 7.94 12.47
TCW Focused Equities I TGFFX 0.36 0.85 -4.59 12.46 4.20 10.83
TCW Focused Equities N TGFVX 0.32 0.86 -4.55 12.44 4.21 10.82
T. Rowe Price Growth & Income I TGTIX -1.00 0.85 -3.72 13.78 --- ---
Thompson LargeCap THPGX -1.56 -2.04 -7.05 11.17 7.49 12.31
TIAA-CREF Social Choice Eq Advisor TICHX -1.48 0.99 -4.20 16.05 --- ---
TIAA-CREF Social Choice Eq Retail TICRX -1.47 0.93 -4.29 15.71 9.66 12.33
TIAA-CREF Equity Index Instl TIEIX -1.49 0.61 -4.17 15.37 10.14 13.56
TIAA-CREF Equity Index Retail TINRX -1.47 0.55 -4.23 15.08 9.81 13.25
TIAA-CREF Equity Index R TIQRX -1.52 0.50 -4.25 15.10 9.85 13.29
TIAA-CREF S&P 500 Index Advisor TISAX -1.59 0.37 -4.56 15.36 --- ---
TIAA-CREF Social Choice Eq Instl TISCX -1.47 1.04 -4.20 16.07 9.95 12.65
TIAA-CREF S&P 500 Index Instl TISPX -1.59 0.41 -4.53 15.52 10.55 13.68
Touchstone Large Cap Institutional TLCIX -3.30 -2.01 -7.18 13.86 7.56 ---
Touchstone Large Cap Y TLCYX -3.31 -2.08 -7.19 13.78 7.42 ---
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX -1.55 0.71 -4.50 15.12 --- ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX -1.55 1.00 -4.44 16.61 8.20 12.21
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX -1.62 0.79 -4.49 15.46 --- ---
Tocqueville TOCQX -0.44 -1.83 -5.77 12.49 7.32 11.54
Toreador Core Investor TORLX -2.39 1.18 -3.59 18.90 10.46 14.91
Toreador Core Institutional TORZX -2.33 1.24 -3.48 19.13 10.76 15.20
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX -1.54 0.79 -4.48 15.25 --- ---
Patriot A TRFAX -1.16 0.62 -3.72 13.29 9.27 12.60
Patriot C TRFCX -1.22 0.41 -3.89 12.45 8.48 11.79
Patriot I TRFTX -1.14 0.72 -3.65 13.59 9.56 12.90
T. Rowe Price Instl US Structured Rsrch TRISX -1.58 1.16 -4.04 17.40 11.32 14.13
TIAA-CREF Social Choice Eq Premier TRPSX -1.43 0.99 -4.21 15.94 9.79 12.48
SEI S&P 500 Index E (SIMT) TRQIX -1.64 0.33 -4.61 15.29 10.36 13.50
TIAA-CREF Social Choice Eq Retire TRSCX -1.45 0.98 -4.24 15.80 9.69 12.37
TIAA-CREF S&P 500 Index Retire TRSPX -1.60 0.34 -4.59 15.21 10.28 13.40
T. Rowe Price US Large-Cap Core TRULX -1.03 0.71 -3.81 13.51 10.40 13.72
JHancock Fundamental Large Cap Core B TSGWX -1.97 -0.66 -5.74 12.89 9.62 12.73
Transamerica Stock Index R4 TSTFX -1.59 0.34 -4.58 15.27 10.30 13.42
Transamerica Stock Index R TSTRX -1.65 0.27 -4.64 --- --- ---
Thornburg Value A TVAFX -0.94 -0.18 -5.51 13.01 8.59 13.93
Thornburg Value C TVCFX -1.01 -0.42 -5.69 12.16 7.78 13.06
Thornburg Value I TVIFX -0.91 -0.09 -5.44 13.42 9.01 14.37
Thornburg Value R4 TVIRX -0.94 -0.16 -5.50 13.14 8.73 14.08
Thornburg Value R3 TVRFX -0.96 -0.19 -5.53 13.02 8.62 13.96
Thornburg Value R5 TVRRX -0.91 -0.09 -5.44 13.43 9.01 14.37
USAA Growth & Income Institutional UIGIX -1.08 0.07 -5.64 14.44 --- ---
Pear Tree Quality Ordinary USBOX -1.65 -1.14 -5.88 16.12 11.23 11.97
USAA Growth & Income Adviser USGIX -1.11 -0.01 -5.72 14.05 9.07 13.16
USAA Growth & Income USGRX -1.09 0.05 -5.68 14.36 9.38 13.49
USAA S&P 500 Index Reward USPRX -1.60 0.39 -4.56 15.41 10.46 13.58
USAA S&P 500 Index Member USSPX -1.60 0.37 -4.58 15.30 10.35 13.47
Invesco Equally-Wtd S&P 500 A VADAX -1.16 -0.38 -4.60 11.97 8.26 12.71
Invesco Equally-Wtd S&P 500 C VADCX -1.21 -0.56 -4.76 11.23 7.51 11.90
Invesco Equally-Wtd S&P 500 Y VADDX -1.13 -0.30 -4.53 12.25 8.53 12.99
Invesco Equally-Wtd S&P 500 R6 VADFX -1.13 -0.28 -4.52 12.37 8.66 13.11
Invesco Equally-Wtd S&P 500 R VADRX -1.16 -0.45 -4.65 11.69 7.99 12.43
Virtus Rampart Equity Trend A VAPAX -1.39 1.16 -4.43 15.72 4.21 5.70
Virtus Rampart Equity Trend C VAPCX -1.45 0.99 -4.54 14.87 3.50 4.95
Virtus Rampart Equity Trend I VAPIX -1.38 1.28 -4.39 15.98 4.45 5.96
Virtus Rampart Sector Trend I VARIX -0.69 1.65 -3.57 15.31 4.88 8.03
VALIC Company I Core Equity VCCEX -0.61 -0.30 -5.87 16.10 9.12 13.12
VALIC Company I Growth & Income VCGAX -1.88 -0.58 -5.46 13.22 9.42 13.54
Voya Corporate Leaders 100 R6 VCLRX -1.15 -1.55 -6.39 12.40 8.56 ---
VALIC Company II Socially Responsible VCSRX -2.05 0.05 -4.97 14.53 9.86 13.87
Vanguard Dividend Appreciation Index Adm VDADX -1.32 -0.07 -4.59 14.81 10.09 ---
Vanguard Dividend Appreciation Index Inv VDAIX -1.32 -0.08 -4.62 14.76 9.99 11.38
Vanguard Dividend Growth Inv VDIGX -0.14 0.31 -4.27 12.76 9.05 11.71
Victory Diversified Stock C VDSCX -2.81 -2.44 -7.60 18.80 6.89 10.54
Victory Diversified Stock I VDSIX -2.75 -2.14 -7.36 20.06 8.05 11.73
Victory Diversified Stock R6 VDSRX -2.70 -2.08 -7.30 20.13 8.11 ---
Victory Diversified Stock Y VDSYX -2.72 -2.16 -7.36 20.00 7.99 11.67
Virtus Rampart Enhanced Core Equity R6 VECRX -2.18 --- --- --- --- ---
Vanguard 500 Index Institutional Select VFFSX -1.59 0.43 -4.52 15.59 --- ---
Vanguard 500 Index Admiral VFIAX -1.59 0.43 -4.53 15.55 10.59 13.72
Vanguard 500 Index Investor VFINX -1.60 0.40 -4.55 15.44 10.48 13.60
Vanguard US Multifactor Admiral™ VFMFX -0.24 --- --- --- --- ---
Vanguard FTSE Social Index I VFTNX -2.06 0.29 -4.83 16.51 10.54 14.54
Vanguard FTSE Social Index Inv VFTSX -2.09 0.21 -4.90 16.37 10.43 14.41
Vanguard Growth & Income Adm VGIAX -1.56 0.67 -4.42 15.91 10.61 13.99
USA Mutuals Vice A VICAX -1.20 -0.09 -3.43 15.46 10.78 11.56
USA Mutuals Vice C VICCX -1.07 -0.13 -3.43 14.81 10.02 10.76
USA Mutuals Vice Investor VICEX -1.07 0.03 -3.29 15.61 10.82 11.59
USA Mutuals Vice Institutional VICVX -0.88 0.28 -3.08 16.11 11.17 ---
Victory Institutional Diversified Stock VIDSX -2.70 -2.05 -7.22 20.37 8.03 11.76
Vanguard Institutional Index Instl Pl VIIIX -1.59 0.43 -4.52 15.57 10.61 13.75
Vanguard Institutional Index I VINIX -1.59 0.43 -4.52 15.56 10.59 13.73
Vanguard Instl Ttl Stk Mkt Idx I VITNX -1.43 0.71 -4.09 15.49 10.17 13.63
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX -1.42 0.72 -4.09 15.51 10.19 13.65
Vanguard Total Stock Market Idx I VITSX -1.43 0.71 -4.09 15.49 10.14 13.60
Vanguard Large Cap Index Investor VLACX -1.62 0.51 -4.45 15.58 10.26 13.50
Vanguard Large Cap Index Admiral VLCAX -1.62 0.55 -4.43 15.72 10.38 13.65
VALIC Company I Large Cap Core VLCCX -2.02 -1.83 -6.86 11.96 8.91 13.32
Vanguard Large Cap Index Institutional VLISX -1.61 0.55 -4.42 15.74 10.40 13.66
Vanguard Mega Cap Index Institutional VMCTX -1.62 0.50 -4.62 16.28 10.94 13.85
Voya Multi-Manager Large Cp Core Port R6 VPMMX -2.70 -1.90 -7.02 12.98 --- ---
Voya US Stock Index P2 VPSPX -1.62 0.38 -4.54 --- --- ---
Vanguard Growth & Income Inv VQNPX -1.57 0.66 -4.44 15.80 10.49 13.86
Vanguard Russell 1000 Index I VRNIX -1.56 0.48 -4.36 15.41 10.14 13.54
Virtus Rampart Equity Trend R6 VRPAX -1.37 1.34 -4.31 16.24 4.61 ---
Vanguard Russell 3000 Index I VRTTX -1.46 0.63 -4.15 15.35 10.05 13.51
Vanguard Total Stock Mkt Idx Instl Pls VSMPX -1.43 0.72 -4.09 15.51 --- ---
Victory Special Value I VSPIX -2.73 -2.14 -7.37 18.96 7.49 10.00
VALIC Company I Stock Index VSTIX -1.62 0.34 -4.59 15.22 10.26 13.38
Vanguard Total Stock Mkt Idx Instl Sel VSTSX -1.43 0.72 -4.09 15.52 --- ---
Victory Special Value C VSVCX -2.83 -2.48 -7.62 17.74 6.37 8.81
Victory Special Value R VSVGX -2.76 -2.25 -7.47 18.51 7.06 9.50
Victory Special Value Y VSVYX -2.75 -2.16 -7.38 19.13 7.63 10.09
Vanguard Tax-Managed Capital App I VTCIX -1.47 0.74 -4.17 16.26 10.76 14.08
Vanguard Tax-Managed Capital App Adm VTCLX -1.45 0.75 -4.17 16.24 10.72 14.04
Vanguard Total Stock Mkt Idx Adm VTSAX -1.44 0.71 -4.09 15.49 10.13 13.59
Vanguard Total Stock Mkt Idx Inv VTSMX -1.43 0.68 -4.12 15.38 10.02 13.46
Vulcan Value Partners VVPLX -1.57 3.95 -4.14 13.90 6.22 12.09
Westfield Capital Dividend Growth Inv WCDGX -0.35 1.67 -2.45 17.86 8.53 ---
Westfield Capital Dividend Growth Instl WDIVX -0.35 1.77 -2.38 18.05 8.80 ---
TETON Westwood Equity A WEECX -0.99 -0.84 -4.89 14.30 8.22 11.15
TETON Westwood Equity I WEEIX -0.99 -0.69 -4.76 14.79 8.75 11.65
TETON Westwood Equity C WEQCX -0.97 -0.97 -4.95 13.76 7.68 10.60
TETON Westwood Equity AAA WESWX -0.91 -0.76 -4.74 14.64 8.51 11.41
Wells Fargo Index A WFILX -1.64 0.31 -4.63 15.07 10.12 13.20
Wells Fargo Index C WFINX -1.69 0.08 -4.81 14.21 9.29 12.36
Wells Fargo Index Admin WFIOX -1.62 0.37 -4.58 15.30 10.36 13.49
Wilshire 5000 Index Invmt WFIVX -1.46 0.38 -4.30 14.64 9.77 13.01
Wells Fargo Large Cap Core Admin WFLLX -1.27 1.15 -5.35 19.60 9.25 14.62
iShares S&P 500 Index K WFSPX -1.58 0.44 -4.52 15.55 10.58 13.70
Westwood LargeCap Value Institutional WHGLX -0.84 -0.46 -4.57 15.36 9.07 11.97
Wilshire 5000 Index Instl WINDX -1.41 0.48 -4.21 14.99 10.10 13.30
Wells Fargo Factor Enhanced Large Cap WLECX -0.55 0.09 -4.00 --- --- ---
Wells Fargo Low Volatility US Eq Adm WLVDX -0.89 -1.93 -4.61 5.02 --- ---
Wells Fargo Low Volatility US Eq R6 WLVJX -0.80 -1.76 -4.44 5.46 --- ---
Wells Fargo Low Volatility US Eq C WLVKX -0.89 -2.19 -4.79 4.19 --- ---
Wells Fargo Low Volatility US Eq A WLVLX -0.80 -1.93 -4.61 4.98 --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX -0.80 -1.84 -4.52 5.30 --- ---
Wilmington Large-Cap Strategy Instl WMLIX -1.60 0.81 -4.30 16.27 10.11 13.76
Weitz Partners Value Institutional WPVIX -1.92 0.03 -5.82 4.67 1.63 ---
Weitz Partners Value Investor WPVLX -1.93 -0.06 -5.87 4.41 1.40 6.65
Wright Major Blue Chip Equities WQCEX -5.80 -1.74 -6.87 18.07 10.02 13.11
Walden Equity WSEFX -1.23 0.56 -4.61 16.01 10.32 12.39
Westwood LargeCap Value A WWLAX -0.84 -0.54 -4.62 15.01 8.77 11.70
Russell Top 200 TR USD XIUSA000KU -1.64 0.60 -4.62 16.55 11.24 14.07
Russell 1000 TR USD XIUSA000O4 -1.55 0.51 -4.34 15.50 10.27 13.66
Russell 3000 TR USD XIUSA000O6 -1.46 0.64 -4.15 15.43 10.15 13.60
Russell Top 200 PR USD XIUSA04FN4 -1.79 0.01 -5.09 14.25 8.88 11.65
AMG Yacktman I YACKX -0.75 -0.92 -3.90 10.24 7.93 9.07
AMG Yacktman Focused N YAFFX -0.76 -1.09 -3.42 10.79 8.46 9.18
AMG Yacktman Focused I YAFIX -0.76 -1.04 -3.38 10.98 8.65 9.37
YCG Enhanced YCGEX -1.00 2.82 -1.59 16.20 10.29 11.67
AMG Yacktman Focused Sec Selectn Only I YFSIX -0.93 -0.51 -3.22 16.02 --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX -0.93 -0.51 -3.22 16.02 --- ---
Content Partners