Large Blend: Total Returns

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Data through 8/17/2017. 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 -1.32 8.81 3.15 12.55 7.78 12.37
Alpine Rising Dividend A AAADX -1.61 7.16 2.43 12.04 6.55 10.99
AllianzGI Best Styles US Equity A AABUX -1.40 10.76 3.83 15.35 --- ---
Alpine Rising Dividend Instl AADDX -1.60 7.35 2.55 12.35 6.82 11.27
AllianzGI Best Styles US Equity Instl ABTLX -1.34 10.86 3.88 15.60 --- ---
AllianzGI Best Styles US Equity C ACBUX -1.47 10.23 3.62 14.51 --- ---
American Century NT Equity Growth G ACLEX -1.50 9.60 3.50 12.89 6.96 12.19
American Century NT Core Equity Plus G ACNKX -1.67 7.98 3.68 11.92 6.32 12.53
American Century Core Equity Plus C ACPHX -1.82 7.20 3.32 10.68 5.14 11.23
American Century Core Equity Plus I ACPKX -1.71 8.04 3.70 12.06 6.41 12.59
American Century Core Equity Plus A ACPQX -1.71 7.73 3.53 11.49 5.95 12.08
American Century Core Equity Plus Inv ACPVX -1.71 7.82 3.56 11.75 6.19 12.37
American Century Core Equity Plus R ACPWX -1.79 7.54 3.41 11.22 5.66 11.80
Salient Adaptive US Equity Investor ACSIX -2.47 7.14 4.88 8.14 6.77 12.09
Advisory Research All Cap Value ADVGX -1.86 4.98 2.32 11.29 5.84 10.32
American Century Equity Growth C AEYCX -1.56 8.78 3.21 11.65 5.80 10.92
American Century Equity Growth R5 AEYGX -1.42 --- 3.53 --- --- ---
American Century Equity Growth R AEYRX -1.48 9.13 3.34 12.24 6.34 11.49
American Century Sustainable Equity A AFDAX -0.98 10.94 4.19 14.28 8.13 12.42
American Century Sustainable Equity C AFDCX -1.08 10.41 3.95 13.37 7.30 11.58
American Century Sustainable Equity R5 AFDGX -0.98 --- 4.29 --- --- ---
American Century Sustainable Equity Inv AFDIX -1.02 11.06 4.22 14.52 8.38 12.70
American Century Sustainable Equity R AFDRX -1.03 10.76 4.12 13.97 7.85 12.15
American Century Sustainable Equity I AFEIX -0.98 11.22 4.29 14.75 8.60 12.93
American Funds Fundamental Invs C AFICX -0.94 10.67 3.17 14.68 9.49 13.13
American Funds Fundamental Invs F1 AFIFX -0.88 11.18 3.36 15.51 10.29 13.97
AAM/Bahl & Gaynor Income Growth A AFNAX -1.04 7.39 3.18 8.23 7.56 10.18
AAM/Bahl & Gaynor Income Growth I AFNIX -1.02 7.52 3.23 8.55 7.88 10.43
AAM/Bahl & Gaynor Income Growth C AFYCX -1.11 6.86 2.94 7.37 6.76 ---
American Century Sustainable Equity Y AFYDX -0.98 --- 4.33 --- --- ---
Alger Growth & Income Z AGIZX -1.15 9.78 2.96 14.81 9.21 12.36
Prudential Jennison Equity Income C AGOCX -0.74 5.41 2.47 5.57 2.35 8.52
American Funds Invmt Co of Amer C AICCX -2.00 7.10 1.78 9.56 7.18 11.92
American Funds Invmt Co of Amer F1 AICFX -1.96 7.56 1.94 10.31 7.94 12.73
Alger Growth & Income I-2 AIGOX -1.13 9.93 2.96 14.91 9.02 12.27
American Funds Invmt Co of Amer A AIVSX -1.93 7.65 1.99 10.45 8.05 12.82
Alger Growth & Income A ALBAX -1.15 9.60 2.93 14.52 8.93 12.07
Alger Growth & Income C ALBCX -1.22 9.06 2.71 13.64 8.11 11.23
AllianzGI Best Styles US Equity P ALBPX -1.40 10.88 3.89 15.54 --- ---
AllianzGI Best Styles US Equity R6 ALSEX -1.34 10.95 3.93 15.76 --- ---
Amana Income Investor AMANX -2.15 8.16 2.12 6.62 6.57 10.70
American Century Equity Growth I AMEIX -1.42 9.62 3.54 13.04 7.08 12.27
AAMA Equity AMFEX -1.28 --- --- --- --- ---
Amana Income Institutional AMINX -2.15 8.29 2.19 6.84 6.82 ---
American Century Adaptive Equity Inv AMVIX -1.56 8.63 3.00 13.71 8.88 14.26
ALPS | WMC Research Value C AMWCX -2.26 3.84 1.17 8.11 5.16 11.44
ALPS | WMC Research Value I AMWIX -2.11 4.50 1.42 9.34 6.23 12.54
ALPS | WMC Research Value A AMWYX -2.16 4.27 1.35 8.91 5.91 12.25
American Funds Fundamental Invs A ANCFX -0.88 11.23 3.38 15.59 10.37 14.04
American Beacon Alpha Quant Core Instl AQCIX -1.54 --- 2.44 --- --- ---
American Beacon Alpha Quant Core Inv AQCPX -1.64 --- 2.30 --- --- ---
American Beacon Alpha Quant Core Y AQCYX -1.64 --- 2.36 --- --- ---
Columbia Disciplined Core A AQEAX -0.27 10.27 4.35 14.00 8.79 12.92
LKCM Aquinas Catholic Equity AQEIX -3.76 6.36 1.24 9.96 4.28 9.87
American Beacon Alpha Quant Qual Instl AQQIX -0.58 --- 3.05 --- --- ---
American Beacon Alpha Quant Qual Inv AQQPX -0.68 --- 2.91 --- --- ---
American Beacon Alpha Quant Qual Y AQQYX -0.68 --- 2.97 --- --- ---
Aristotle Core Equity I ARSLX -1.24 --- 2.98 --- --- ---
Artisan Thematic Investor ARTTX 5.03 --- 12.03 --- --- ---
Salient Adaptive US Equity Institutional ASMCX -2.40 7.43 5.02 8.61 7.19 12.51
AQR Large Cap Defensive Style I AUEIX 0.06 11.58 3.90 14.13 13.51 15.10
AQR Large Cap Defensive Style N AUENX 0.00 11.33 3.86 13.87 13.22 14.80
AB Select US Equity A AUUAX 0.00 10.10 4.48 13.52 8.94 13.04
AB Select US Equity C AUUCX -0.06 9.60 4.28 12.68 8.13 12.22
AB Select US Equity I AUUIX 0.00 10.28 4.53 13.79 9.21 13.33
AB Select US Equity K AUUKX 0.00 10.03 4.48 13.42 8.82 12.96
AB Select US Equity R AUURX 0.00 9.88 4.44 13.17 8.64 12.75
AB Select US Equity Advisor AUUYX 0.06 10.25 4.55 13.80 9.21 13.34
American Century Adaptive Equity A AVDAX -1.64 8.46 2.89 --- --- ---
American Century Adaptive Equity I AVDIX -1.61 8.83 3.02 13.91 9.11 14.46
American Century Adaptive Equity R6 AVDMX -1.60 8.92 3.08 --- --- ---
American Century Adaptive Equity R AVDRX -1.64 8.27 2.80 --- --- ---
Ave Maria Rising Dividend AVEDX -1.30 4.57 1.66 6.64 5.73 11.23
AT Disciplined Equity Institutional AWEIX -1.66 9.09 2.90 10.90 9.37 13.29
Brown Advisory Equity Income Adv BADAX -1.01 9.12 2.92 9.94 5.75 9.80
Brown Advisory Equity Income Inst BAFDX -1.00 9.39 3.02 10.27 6.14 ---
iShares Total US Stock Market Idx Inv A BASMX -1.50 8.75 3.10 13.03 --- ---
BBH Core Select N BBTEX -1.71 10.08 3.47 11.02 6.46 10.18
BBH Core Select Retail BBTRX -1.81 9.85 3.33 10.77 6.18 9.90
Invesco Charter B BCHTX -3.01 6.15 1.30 6.18 2.77 8.49
Blue Chip Investor BCIFX 0.36 5.17 4.79 10.33 8.13 12.01
American Century Equity Growth A BEQAX -1.48 9.30 3.40 12.52 6.59 11.76
American Century Equity Growth Inv BEQGX -1.45 9.46 3.46 12.79 6.85 12.03
Baird LargeCap Inst BHGIX -2.62 8.52 3.09 16.46 7.79 12.46
Baird LargeCap Inv BHGSX -2.72 8.31 3.10 16.20 7.50 12.19
Brown Advisory Equity Income Inv BIADX -0.93 9.31 2.98 10.19 6.01 10.09
iShares Edge MSCI Mltfact USA Idx Instl BIMFX -1.76 8.35 3.69 16.12 --- ---
iShares Edge MSCI Min Vol USA Idx Instl BIMVX 0.81 11.00 4.16 9.35 --- ---
BlackRock Impact US Equity Investor A BIRAX -1.29 8.65 3.13 14.38 --- ---
BlackRock Impact US Equity Investor C BIRCX -1.45 8.06 2.82 13.48 --- ---
BlackRock Impact US Equity Institutional BIRIX -1.33 8.78 3.09 14.66 --- ---
BlackRock Impact US Equity K BIRKX -1.32 8.78 3.18 14.78 --- ---
iShares Edge MSCI USA Size Fact Idx Ins BISFX -1.33 8.82 3.44 --- --- ---
iShares Total US Stock Market Idx Instl BITSX -1.36 8.95 3.24 13.44 --- ---
iShares Edge MSCI Mltfact USA Idx K BKMFX -1.75 8.37 3.60 16.17 --- ---
iShares Edge MSCI Min Vol USA Idx K BKMVX 0.81 11.01 4.17 9.39 --- ---
iShares Edge MSCI USA Size Fact Idx K BKSFX -1.32 8.85 3.45 --- --- ---
iShares Total US Stock Market Idx K BKTSX -1.36 8.96 3.25 13.46 --- ---
BlackRock Advantage Large Cap Gr Inv A BMCAX -1.27 10.71 3.56 18.57 6.88 9.31
BlackRock Advantage Large Cap Gr Inv C BMCCX -1.40 10.19 3.36 17.65 6.06 8.45
BlackRock Advantage Large Cap Gr R BMCRX -1.31 10.46 3.53 18.13 6.50 8.92
BlackRock Advantage Large Cap Gr Inv B BMCVX -1.38 10.14 3.40 17.60 6.07 8.48
Beck, Mack & Oliver Partners BMPEX -2.46 4.04 1.18 7.40 -3.23 3.49
UBS US Large Cap Equity A BNEQX -2.61 10.97 2.72 15.81 8.88 13.95
UBS US Large Cap Equity C BNQCX -2.67 10.41 2.49 14.89 8.06 13.08
Boyar Value BOYAX -1.16 6.16 1.97 10.70 7.71 11.73
UBS US Large Cap Equity P BPEQX -2.57 11.15 2.78 16.09 9.13 14.23
iShares Edge MSCI USA Qual Fact Idx Ins BQFIX -1.20 10.78 2.33 --- --- ---
iShares Edge MSCI USA Qual Fact Idx K BQFKX -1.19 10.81 2.35 --- --- ---
Bright Rock Quality Large Cap Instl BQLCX -0.97 4.55 1.43 4.13 5.58 10.36
Bright Rock Quality Large Cap Investor BQLIX -1.02 4.21 1.28 3.67 5.27 10.36
iShares Russell 1000 Large-Cap Idx Inv A BRGAX -1.15 9.39 3.37 13.12 9.04 13.29
iShares Russell 1000 Large-Cap Idx K BRGKX -1.09 9.64 3.41 13.46 9.38 13.63
iShares Russell 1000 Large-Cap Idx Instl BRGNX -1.09 9.57 3.45 13.44 9.33 13.66
Bridgeway Blue Chip 35 Index BRLIX -0.22 6.89 2.91 10.57 8.97 12.73
Bretton Fund BRTNX -2.61 -1.61 -1.61 5.26 4.09 6.54
Smith Group Large Cap Core Growth Instl BSLGX -1.67 8.52 3.17 11.84 8.33 13.27
Smith Group Large Cap Core Growth Inv BSLNX -1.67 8.38 3.17 11.74 8.11 ---
iShares S&P 500 Index Investor A BSPAX -1.01 9.69 3.51 13.27 9.42 ---
iShares S&P 500 Index Institutional BSPIX -0.99 9.86 3.58 13.55 9.70 ---
iShares S&P 500 Index Service BSPSX -1.00 9.78 3.55 13.42 9.57 ---
iShares S&P 500 Index Investor C1 BSPZX -1.07 9.19 3.32 12.45 8.64 ---
Boston Trust Equity BTEFX -0.68 8.96 3.65 12.03 8.79 11.19
Deutsche Equity 500 Index S BTIEX -1.00 9.71 3.55 13.29 9.46 13.37
Deutsche Equity 500 Index Institutional BTIIX -1.00 9.75 3.56 13.34 9.51 13.43
Deutsche Equity 500 Index R6 BTIRX -1.00 --- 3.56 --- --- ---
Buffalo Dividend Focus BUFDX -1.86 7.01 0.55 11.76 9.02 ---
Calamos Dividend Growth A CADVX -0.74 10.10 3.53 13.99 5.51 ---
Eaton Vance Tx-Mgd Growth 1.0 CAPEX -1.40 9.27 3.25 12.42 9.09 13.06
Castle Focus C CASTX 0.33 8.51 2.95 7.00 4.54 6.50
SEI Catholic Values Equity F (SCVT) CAVAX -1.49 11.41 3.79 15.26 --- ---
SEI Catholic Values Equity Y (SCVT) CAVYX -1.40 11.52 3.89 15.46 --- ---
Columbia Contrarian Core R CCCRX -0.99 11.30 3.62 12.66 9.21 14.00
Calamos Dividend Growth C CCDVX -0.84 9.53 3.31 13.18 4.72 ---
Columbia Large Cap Enhanced Core R CCERX -0.21 10.46 4.62 14.26 8.58 13.19
Columbia Disciplined Core Y CCQYX -0.26 10.52 4.42 14.39 --- ---
Columbia Contrarian Core K CCRFX -1.03 11.47 3.68 13.01 9.61 14.43
Columbia Disciplined Core Z CCRZX -0.18 10.53 4.52 14.28 9.07 13.22
Copeland Risk Managed Dividend Gr C CDCRX -1.37 7.94 1.89 8.81 1.57 7.87
Crawford Dividend Growth C CDGCX -1.74 2.81 1.69 5.74 4.07 8.02
Crawford Dividend Growth I CDGIX -1.63 3.51 2.03 6.87 5.12 9.10
Copeland Risk Managed Dividend Gr A CDGRX -1.35 8.48 2.09 9.60 2.32 8.68
Copeland Risk Managed Dividend Gr I CDIVX -1.28 8.62 2.18 9.80 2.52 ---
Columbia Large Cap Enhanced Core R4 CECFX -0.17 10.77 4.73 14.86 --- ---
Columbia Large Cap Enhanced Core Y CECYX -0.17 10.89 4.76 14.98 9.28 13.92
Clipper CFIMX -2.39 6.32 2.97 14.03 10.36 14.40
American Funds Fundamental Invs 529A CFNAX -0.88 11.18 3.36 15.51 10.28 13.94
American Funds Fundamental Invs 529C CFNCX -0.95 10.63 3.15 14.60 9.42 13.06
American Funds Fundamental Invs 529E CFNEX -0.90 11.01 3.30 15.24 10.02 13.68
American Funds Fundamental Invs 529F1 CFNFX -0.87 11.31 3.42 15.75 10.52 14.19
Catalyst/Groesbeck Growth of Income A CGGAX -2.54 8.62 4.51 9.20 4.42 8.73
Catalyst/Groesbeck Growth of Income C CGGCX -2.71 8.13 4.18 8.32 3.66 7.91
Catalyst/Groesbeck Growth of Income I CGGIX -2.63 8.92 4.49 9.69 4.78 9.04
CGM Focus CGMFX 0.08 14.34 6.96 33.93 7.91 12.96
Invesco Charter R6 CHFTX -2.92 6.93 1.61 7.44 4.00 ---
Invesco Charter R CHRRX -3.02 6.51 1.46 6.75 3.30 9.04
Invesco Charter S CHRSX -2.93 6.74 1.56 7.15 3.66 9.43
Invesco Charter C CHTCX -3.05 6.19 1.36 6.22 2.78 8.50
Invesco Charter A CHTRX -2.99 6.69 1.56 7.04 3.56 9.31
Invesco Charter R5 CHTVX -2.97 6.87 1.61 7.37 3.89 9.68
Invesco Charter Y CHTYX -2.92 6.84 1.61 7.29 3.81 9.60
American Funds Invmt Co of Amer 529A CICAX -1.93 7.59 1.98 10.35 7.94 12.71
American Funds Invmt Co of Amer 529C CICCX -1.99 7.07 1.77 9.50 7.11 11.85
American Funds Invmt Co of Amer 529E CICEX -1.96 7.43 1.90 10.06 7.68 12.44
American Funds Invmt Co of Amer 529F CICFX -1.91 7.75 2.03 10.60 8.17 12.96
Calamos Dividend Growth I CIDVX -0.83 10.12 3.59 14.26 5.76 ---
Clarkston Institutional CILGX -0.35 4.55 1.90 8.62 --- ---
Calvert US Large Cap Core Rspnb Idx I CISIX -1.45 9.83 3.18 13.64 9.84 14.03
Calvert US Large Cap Core Rspnb Idx Y CISYX -1.43 9.79 3.20 13.51 9.65 13.67
Croft Value I CIVFX -2.25 9.83 2.17 16.50 4.19 9.02
Columbia Disciplined Core R4 CLCQX -0.26 10.49 4.40 14.22 9.11 ---
Columbia Select Large Cap Equity R5 CLCRX -0.63 12.84 3.80 16.66 11.05 ---
Columbia Select Large Cap Equity T CLCWX -0.65 12.63 3.76 16.29 10.65 13.65
Columbia Select Large Cap Equity Y CLEYX -0.58 --- 3.89 --- --- ---
Columbia Large Cap Enhanced Core R5 CLNCX -0.17 10.88 4.77 14.99 9.25 ---
Columbia Large Cap Index Y CLPYX -1.01 --- 3.56 --- --- ---
Columbia Disciplined Core R CLQRX -0.35 10.08 4.26 13.65 8.51 12.62
Columbia Select Large Cap Equity R4 CLSRX -0.65 --- --- --- --- ---
Catalyst/Lyons Tactical Allocation A CLTAX -1.01 3.22 0.54 9.42 6.26 11.59
Catalyst/Lyons Tactical Allocation C CLTCX -1.09 2.76 0.35 8.61 5.45 10.78
Catalyst/Lyons Tactical Allocation I CLTIX -1.01 3.36 0.61 9.72 6.51 ---
Croft Value R CLVFX -2.24 9.70 2.11 16.22 3.93 8.69
Columbia Large Cap Index R5 CLXRX -1.01 9.80 3.55 13.45 9.61 ---
Principal Capital Appreciation C CMNCX -0.98 8.79 3.12 10.80 7.83 12.23
Principal Capital Appreciation A CMNWX -0.91 9.35 3.34 11.72 8.72 13.17
BlackRock Advantage Large Cap Gr Instl CMVIX -1.29 10.92 3.64 18.85 7.21 9.64
BlackRock Advantage Large Cap Gr Svc CMVSX -1.31 10.68 3.62 18.54 6.90 9.31
The Cook & Bynum COBYX 0.24 12.25 4.21 8.54 4.42 5.50
Columbia Contrarian Core R5 COFRX -1.01 11.65 3.74 13.32 9.87 ---
Columbia Contrarian Core Y COFYX -1.01 11.69 3.74 13.37 9.94 ---
Coho Relative Value Equity Institutional COHIX -0.59 6.40 3.14 5.18 7.43 ---
Coho Relative Value Equity Advisor COHOX -0.59 6.33 3.15 5.02 7.31 ---
Concorde Wealth Management CONWX -0.34 3.06 0.88 4.19 1.19 7.16
Columbia Contrarian Core R4 CORRX -1.01 11.59 3.74 13.20 9.75 ---
CRM All Cap Value Inst CRIEX -1.89 7.75 2.87 11.37 8.53 11.75
CRM Large Cap Opportunity Instl CRIGX -2.93 4.80 1.37 9.31 7.57 11.38
CRM All Cap Value Inv CRMEX -1.92 7.60 2.91 11.24 8.28 11.51
CRM Large Cap Opportunity Inv CRMGX -3.04 4.59 1.27 8.96 7.26 11.11
Calvert US Large Cap Core Rspnb Idx A CSXAX -1.48 9.57 3.10 13.25 9.39 13.51
Calvert US Large Cap Core Rspnb Idx C CSXCX -1.52 9.04 2.91 12.36 8.56 12.60
Calamos Dividend Growth T CTDVX -0.83 --- 3.53 --- --- ---
Columbia Contrarian Core T CTRWX -0.99 11.45 3.66 12.93 9.47 14.28
Victory CEMP US 500 Enh Vol Wtd Idx A CUHAX -1.66 8.78 3.19 13.85 8.99 ---
Victory CEMP US 500 Enh Vol Wtd Idx C CUHCX -1.75 8.31 3.05 12.94 8.15 ---
Victory CEMP US 500 Enh Vol Wtd Idx I CUHIX -1.66 8.97 3.26 14.10 9.25 ---
Sentinel Sustainable Core Opp I CVALX -0.89 10.65 3.18 13.47 8.20 12.60
Zacks All-Cap Core C CZOCX -1.13 8.79 3.45 10.34 7.10 10.12
Zacks All-Cap Core Investor CZOVX -1.06 9.31 3.64 11.20 7.92 10.95
Dreyfus Disciplined Stock DDSTX -1.59 7.21 2.64 13.35 9.02 11.67
DFA Enhanced US Large Company I DFELX -0.94 10.37 3.69 13.83 9.96 13.86
DFA US Core Equity 1 I DFEOX -1.91 7.35 2.85 13.77 8.38 13.66
Davidson Multi-Cap Equity A DFMAX -2.80 4.49 0.33 6.82 6.95 12.32
Davidson Multi-Cap Equity I DFMIX -2.80 4.62 0.38 7.06 7.21 ---
DFA US Sustainability Core 1 DFSIX -1.80 8.08 3.22 14.23 8.34 13.66
DFA US Large Company I DFUSX -0.99 9.89 3.55 13.57 9.76 13.68
Dreyfus Appreciation Investor DGAGX -0.22 14.53 4.45 14.54 7.07 9.17
Dreyfus Appreciation I DGIGX -0.20 14.69 4.52 --- --- ---
Dreyfus Appreciation Y DGYGX -0.17 14.79 4.56 14.91 7.45 ---
Diamond Hill All Cap Select I DHLTX -1.52 6.72 4.99 14.30 7.27 14.03
Day Hagan Tactical Dividend A DHQAX -3.77 -1.48 0.04 -0.06 4.64 ---
Day Hagan Tactical Dividend C DHQCX -3.92 -1.93 -0.12 -0.78 3.84 ---
Day Hagan Tactical Dividend I DHQIX -3.84 -1.41 0.04 0.16 4.87 ---
Diamond Hill All Cap Select A DHTAX -1.59 6.44 4.95 13.93 6.98 13.72
Diamond Hill All Cap Select C DHTCX -1.61 5.99 4.75 13.00 6.17 12.87
Diamond Hill All Cap Select Y DHTYX -1.51 6.78 5.06 14.39 7.40 14.18
Domini Impact Equity Institutional DIEQX -1.81 5.65 1.18 11.44 4.46 10.47
Dana Large Cap Equity A DLCAX -0.99 12.80 4.24 17.03 7.65 12.01
Dana Large Cap Equity N DLCEX -0.99 12.77 4.23 16.99 7.66 12.13
Destinations Large Cap Equity I DLCFX -1.13 --- 3.46 --- --- ---
Dana Large Cap Equity Institutional DLCIX -0.94 13.01 4.34 17.33 7.97 ---
Dreyfus Core Equity A DLTSX -0.42 13.89 4.30 13.99 6.51 8.64
Deutsche US Multi-Factor Institutional DMFJX -2.14 --- 2.70 --- --- ---
Deutsche US Multi-Factor R6 DMFRX -2.14 --- 2.70 --- --- ---
Prudential QMA Defensive Equity B DMGBX -0.42 6.26 3.15 6.65 5.98 8.90
Davis NY Venture T DNVTX -2.72 --- --- --- --- ---
Davis NY Venture Y DNVYX -2.67 8.41 2.64 15.23 8.90 13.20
Dreyfus Core Equity C DPECX -0.43 13.42 4.14 13.26 5.74 7.86
Dreyfus Core Equity I DPERX -0.36 14.11 4.40 14.18 6.74 8.89
Dreyfus Tax-Managed Growth C DPTAX -0.43 13.16 4.00 12.81 5.43 7.40
Dreyfus Tax-Managed Growth I DPTRX -0.36 13.88 4.26 13.91 6.48 8.47
Dearborn Partners Rising Dividend A DRDAX 0.00 7.57 3.37 6.83 6.95 ---
Dearborn Partners Rising Dividend C DRDCX -0.07 7.05 3.14 6.05 6.18 ---
Dearborn Partners Rising Dividend I DRDIX 0.00 7.71 3.39 7.02 7.23 ---
The MP 63 DRIPX -1.00 6.59 2.71 8.61 8.21 12.62
Dreyfus Sustainable US Equity I DRTCX -1.46 8.01 2.27 11.92 6.38 11.65
Dreyfus Sustainable US Equity Z DRTHX -1.53 7.93 2.20 11.79 6.27 11.52
Domini Impact Equity Investor DSEFX -1.84 5.42 1.07 11.03 4.09 10.04
Domini Impact Equity A DSEPX -1.95 5.39 1.00 10.98 4.04 10.03
Domini Impact Equity R DSFRX -1.87 5.49 1.05 11.32 4.36 10.37
Dreyfus Instl S&P 500 Stock Index I DSPIX -0.99 9.81 3.56 13.48 9.60 13.54
Dreyfus Sustainable US Equity A DTCAX -1.49 7.83 2.24 11.62 6.04 11.30
Dreyfus Sustainable US Equity C DTCCX -1.53 7.32 2.03 10.69 5.24 10.44
Dreyfus Sustainable US Equity Y DTCYX -1.46 8.10 2.28 --- --- ---
DFA Tax-Managed US Eq DTMEX -1.39 9.05 3.24 13.88 9.25 13.59
Dreyfus Tax-Managed Growth A DTMGX -0.39 13.72 4.17 13.66 6.21 8.20
DFA US Large Cap Equity Institutional DUSQX -1.38 9.02 3.46 13.91 8.51 ---
Cohen & Steers Dividend Value A DVFAX -1.98 4.70 3.07 13.07 6.71 11.62
Cohen & Steers Dividend Value C DVFCX -2.00 4.36 2.95 12.38 6.04 10.90
Cohen & Steers Dividend Value I DVFIX -1.92 4.96 3.15 13.45 7.08 12.01
Cohen & Steers Dividend Value R DVFRX -1.98 4.62 3.02 12.85 --- ---
Cohen & Steers Dividend Value Z DVFZX -1.92 4.96 3.15 13.45 --- ---
Eaton Vance Stock A EAERX -1.39 8.82 3.18 10.22 8.09 12.90
MFS Massachusetts Investors Tr 529A EAMTX -1.46 12.20 3.14 14.13 9.34 13.08
MFS Massachusetts Investors Tr 529B EBMTX -1.51 11.67 2.94 13.28 8.63 12.30
Eaton Vance Stock C ECERX -1.47 8.31 3.03 9.38 7.29 12.05
MFS Massachusetts Investors Tr 529C ECITX -1.53 11.65 2.94 13.23 8.50 12.21
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX -1.50 8.54 2.97 11.23 7.94 11.86
Eaton Vance Dividend Builder C ECTMX -1.11 6.00 2.76 7.11 6.80 10.36
Wells Fargo Large Cap Core A EGOAX -1.67 8.78 3.39 17.79 7.77 13.45
Wells Fargo Large Cap Core C EGOCX -1.69 8.28 3.20 16.94 6.97 12.61
Wells Fargo Large Cap Core R EGOHX -1.66 8.63 3.32 17.49 --- ---
Wells Fargo Large Cap Core Inst EGOIX -1.66 9.06 3.48 18.28 8.25 13.99
Wells Fargo Large Cap Core R6 EGORX -1.60 9.07 3.49 21.79 --- ---
Eaton Vance Stock I EIERX -1.43 8.96 3.25 10.48 8.37 13.16
Eaton Vance Tx-Mgd Growth 1.2 I EITGX -1.42 9.13 3.23 12.18 8.87 12.81
Eaton Vance Tx-Mgd Growth 1.1 I EITMX -1.42 9.23 3.25 12.36 9.03 13.00
Eaton Vance Dividend Builder I EIUTX -1.10 6.67 2.97 8.09 7.84 11.45
Wells Fargo Intrinsic Value A EIVAX -0.97 5.60 1.91 8.81 5.56 10.78
Wells Fargo Intrinsic Value C EIVCX -0.99 5.09 1.70 8.00 4.76 9.95
Wells Fargo Intrinsic Value Admin EIVDX -0.93 5.69 1.91 8.99 5.74 10.97
Wells Fargo Intrinsic Value R6 EIVFX -0.90 5.93 2.02 9.37 6.08 ---
Wells Fargo Intrinsic Value Inst EIVIX -0.88 5.92 1.98 9.29 6.00 11.25
Wells Fargo Intrinsic Value R4 EIVRX -0.88 5.84 1.99 9.17 5.91 ---
Wells Fargo Intrinsic Value R EIVTX -0.96 5.47 1.81 8.57 5.29 ---
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX -1.51 8.54 2.97 11.23 7.94 11.86
Epiphany FFV I EPVCX -1.13 8.57 3.91 9.60 4.31 9.59
Epiphany FFV A EPVNX -1.11 8.76 3.88 10.16 4.98 10.35
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX -1.43 9.05 3.18 12.08 8.76 12.71
Wells Fargo Disciplined US Core A EVSAX -1.11 8.65 3.95 13.19 9.65 13.97
Wells Fargo Disciplined US Core R EVSHX -1.15 8.47 3.90 12.96 --- ---
Wells Fargo Disciplined US Core Inst EVSIX -1.15 8.81 4.02 13.61 10.06 14.42
Wells Fargo Disciplined US Core R6 EVSRX -1.08 8.92 4.04 13.66 --- ---
Wells Fargo Disciplined US Core C EVSTX -1.20 8.10 3.71 12.35 8.83 13.12
Wells Fargo Disciplined US Core Admin EVSYX -1.14 8.71 3.97 13.35 9.80 14.13
Eaton Vance Dividend Builder A EVTMX -1.05 6.56 2.98 7.89 7.59 11.19
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX -1.43 8.99 3.13 11.97 8.60 12.53
Eaton Vance Tx-Mgd Growth 1.2 B EYTGX -1.49 8.47 2.96 11.12 7.79 11.69
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX -1.52 8.42 2.92 11.05 7.76 11.68
Fidelity Advisor® Dividend Growth A FADAX -0.54 7.52 2.12 10.43 6.38 11.54
Fidelity Advisor® Large Cap A FALAX -2.14 5.82 2.43 13.93 7.23 13.72
Fidelity Advisor® Large Cap M FALGX -2.11 5.66 2.40 13.64 6.95 13.44
Fidelity Advisor® Large Cap I FALIX -2.11 5.99 2.52 14.21 7.51 14.03
Franklin Focused Core Equity C FCEDX -3.20 3.42 1.28 8.05 3.56 11.96
Franklin Focused Core Equity A FCEQX -3.10 3.95 1.49 8.94 4.33 12.76
Franklin Focused Core Equity R FCERX -3.21 3.79 1.37 8.75 4.11 12.51
Franklin Focused Core Equity Adv FCEZX -3.13 4.11 1.54 9.12 4.60 13.06
Fidelity® Large Cap Stock K6 FCLKX -2.05 --- --- --- --- ---
Strategic Advisers® Core FCSAX -1.06 10.48 3.69 14.81 8.94 13.28
Fidelity Advisor® Capital Development C FDECX -2.17 5.17 2.27 12.51 6.26 10.68
Fidelity Advisor® Capital Development I FDEIX -2.09 5.92 2.51 13.79 7.46 11.93
Fidelity® Disciplined Equity K FDEKX -1.06 10.13 4.16 12.34 7.65 12.97
Fidelity® Disciplined Equity FDEQX -1.08 10.02 4.13 12.22 7.53 12.84
Fidelity Advisor® Diversified Stock O FDESX -1.07 7.37 3.10 13.94 7.29 13.01
Fidelity Advisor® Capital Development O FDETX -2.10 6.02 2.52 13.94 7.64 12.12
Fidelity® Flex 500 Index FDFIX -0.96 --- 3.56 --- --- ---
Fidelity Advisor® Dividend Growth C FDGCX -0.63 6.95 1.93 9.55 5.55 10.70
Fidelity® Dividend Growth FDGFX -0.52 7.79 2.27 10.90 6.75 11.94
Fidelity Advisor® Dividend Growth I FDGIX -0.52 7.70 2.24 10.71 6.63 11.81
Fidelity® Dividend Growth K FDGKX -0.52 7.86 2.27 11.01 6.87 12.08
Fidelity Advisor® Dividend Growth M FDGTX -0.55 7.37 2.08 10.14 6.11 11.27
Fidelity Advisor® Diversified Stock C FDTCX -1.18 6.52 2.80 12.54 5.93 11.59
Fidelity Advisor® Diversified Stock M FDTEX -1.15 6.88 2.95 13.14 6.49 12.16
Fidelity Advisor® Diversified Stock I FDTIX -1.08 7.27 3.09 13.79 7.14 12.84
Fidelity Advisor® Diversified Stock A FDTOX -1.10 7.15 3.05 13.56 6.92 12.64
Fidelity Advisor® Capital Development A FDTTX -2.17 5.79 2.47 13.58 7.31 11.78
Fidelity Advisor® Capital Development M FDTZX -2.16 5.43 2.33 12.97 6.73 11.18
Salient US Dividend Signal A FDYAX -2.34 8.54 1.65 16.18 7.55 ---
Salient US Dividend Signal Investor FDYRX -2.34 8.67 1.69 16.33 --- ---
Salient US Dividend Signal Institutional FDYTX -2.30 8.88 1.80 16.77 8.08 ---
Franklin Focused Core Equity R6 FEFCX -3.12 4.17 1.53 9.33 4.77 ---
Fidelity® U.S. Sustainability Index Inv FENSX -1.35 --- 3.24 --- --- ---
First Eagle US Value A FEVAX -1.07 4.38 1.81 7.50 4.81 7.88
First Eagle US Value C FEVCX -1.21 3.81 1.55 6.67 4.00 7.06
First Eagle US Value I FEVIX -1.10 4.52 1.88 7.77 5.09 8.16
First Eagle US Value R6 FEVRX -1.10 --- 1.83 --- --- ---
American Funds Invmt Co of Amer F3 FFICX -1.90 --- 2.06 --- --- ---
FormulaFolios US Equity Institutional FFILX -2.18 4.56 1.41 8.64 --- ---
FormulaFolios US Equity Investor FFIOX -2.30 6.20 1.14 7.44 --- ---
Fidelity® Total Market Index F FFSMX -1.42 9.04 3.29 13.53 9.28 13.58
AB FlexFee US Thematic Advisor FFTYX -1.57 --- --- --- --- ---
First Investors Growth & Income B FGIBX -3.07 4.63 0.88 7.06 3.59 9.82
Fidelity® Growth & Income K FGIKX -2.02 4.97 1.98 12.75 7.72 12.78
First Investors Growth & Income A FGINX -3.01 5.13 1.08 7.86 4.40 10.66
Fidelity Advisor® Growth & Income I FGIOX -2.04 4.88 1.94 12.55 7.49 12.48
First Investors Growth & Income Advisor FGIPX -2.98 5.37 1.16 8.25 4.80 ---
First Investors Growth & Income Instl FGIQX -2.99 5.37 1.18 8.28 4.82 ---
Fidelity Advisor® Growth & Income A FGIRX -2.08 4.74 1.90 12.27 7.21 12.13
Fidelity Advisor® Growth & Income M FGITX -2.08 4.55 1.83 12.01 6.95 11.87
Fidelity Advisor® Growth & Income C FGIUX -2.13 4.22 1.71 11.44 6.40 11.31
Fidelity Advisor® Growth & Income Z FGIZX -2.04 --- 1.97 --- --- ---
Fidelity® Series Growth & Income FGLGX -1.91 5.14 2.14 12.77 7.51 ---
Fidelity Advisor® Mega Cap Stock C FGRCX -1.40 6.00 2.69 12.34 6.82 11.70
Fidelity® Growth & Income FGRIX -2.02 4.91 1.95 12.64 7.60 12.64
Fidelity® Mega Cap Stock FGRTX -1.25 6.69 2.96 13.50 7.91 12.85
Fidelity Advisor® Mega Cap Stock A FGTAX -1.29 6.54 2.85 13.25 7.59 12.52
Strategic Advisers® Core Multi-Mgr F FHJSX -0.87 9.65 3.41 13.55 8.96 ---
Fidelity Advisor® Large Cap Z FIDLX -2.08 --- 2.58 --- --- ---
American Funds Fundamental Invs F2 FINFX -0.87 11.34 3.41 15.80 10.59 14.28
Federated Max-Cap Index Instl FISPX -0.95 9.82 3.61 13.42 9.57 13.61
Fidelity® U.S. Sustainability IndexInstl FITLX -1.35 --- 3.24 --- --- ---
Strategic Advisers® Core Multi-Mgr FLAUX -0.79 9.70 3.43 13.52 8.87 12.93
Fidelity Advisor® Large Cap C FLCCX -2.18 5.31 2.24 13.07 6.42 12.87
Fidelity® Large Cap Core Enhanced Index FLCEX -0.88 8.12 3.45 12.16 8.17 13.08
Fidelity® SAI US Large Cap Index FLCPX -0.98 9.90 3.64 13.69 --- ---
Fidelity® Large Cap Stock FLCSX -2.01 5.92 2.54 13.99 7.51 13.91
Nuveen Large Cap Select A FLRAX -0.97 10.52 3.65 19.88 9.95 14.22
Nuveen Large Cap Select I FLRYX -0.92 10.71 3.75 20.18 10.23 14.51
Nuveen Large Cap Select C FLYCX -1.04 9.94 3.44 18.97 9.11 13.36
Fidelity Advisor® Series Growth & Income FMALX -1.88 5.11 2.12 12.77 7.49 ---
Frontier MFG Global Plus Institutional FMGPX -0.17 14.85 3.18 15.77 --- ---
FMI Large Cap FMIHX -1.80 7.86 3.20 11.37 8.03 12.27
FMI Large Cap Institutional FMIQX -1.80 7.91 3.20 --- --- ---
Frontier MFG Global Plus Service FMPSX -0.26 14.75 3.09 15.54 --- ---
Federated Max-Cap Index R FMXKX -1.03 9.38 3.45 12.58 8.75 12.79
Federated Max-Cap Index Svc FMXSX -0.96 9.66 3.63 13.12 9.27 13.28
Fidelity® Series 100 Index FOHIX -0.31 10.19 3.96 13.89 9.88 13.07
Fidelity® Series 100 Index F FOHJX -0.31 10.19 3.96 13.95 9.93 ---
Fort Pitt Capital Total Return FPCGX -1.43 7.41 4.12 14.75 8.62 11.78
Fidelity® U.S. Sustainability IndexPrem FPNSX -1.35 --- 3.24 --- --- ---
FPA US Value FPPFX -3.47 4.66 0.99 4.32 2.81 9.55
Strategic Advisers® Core Multi-Mgr L FQAPX -0.79 9.70 3.43 13.52 8.87 ---
Strategic Advisers® Core Multi-Mgr N FQAQX -0.80 9.51 3.41 13.25 8.61 ---
AMG FQ US Equity N FQUAX -2.06 6.96 2.31 13.51 6.37 11.01
Franklin Rising Dividends Adv FRDAX -1.63 7.75 2.30 8.89 8.33 11.87
Franklin Rising Dividends A FRDPX -1.64 7.56 2.21 8.60 8.06 11.59
Franklin Rising Dividends R FRDRX -1.67 7.39 2.15 8.34 7.78 11.31
Franklin Rising Dividends C FRDTX -1.73 7.06 2.02 7.77 7.24 10.76
Franklin Rising Dividends R6 FRISX -1.61 7.83 2.31 9.02 8.48 ---
Fidelity® Total Market Index Instl Prem FSKAX -1.42 9.04 3.29 13.53 9.27 13.58
Fidelity® Total Market Index Instl FSKTX -1.42 9.02 3.27 13.51 9.26 13.57
Fidelity® Total Market Index Investor FSTMX -1.42 8.98 3.27 13.45 9.20 13.51
Fidelity® Total Market Index Premium FSTVX -1.42 9.01 3.27 13.50 9.25 13.56
Fidelity® SAI US Minimum Volatility Idx FSUVX 0.75 10.87 4.21 9.44 --- ---
Fidelity® Series Growth & Income F FTBTX -1.91 5.20 2.17 12.92 7.70 ---
Fidelity Advisor® Mega Cap Stock M FTGRX -1.30 6.35 2.78 12.91 7.34 12.26
Fidelity Advisor® Mega Cap Stock I FTRIX -1.24 6.70 2.98 13.56 7.92 12.86
American Funds Fundamental Invs F3 FUNFX -0.85 --- 3.45 --- --- ---
Fidelity® 500 Index Investor FUSEX -0.99 9.89 3.60 13.58 9.73 13.67
Fidelity® 500 Index Premium FUSVX -0.99 9.93 3.60 13.63 9.78 13.72
Fidelity® 500 Index Institutional Prem FXAIX -0.99 9.94 3.61 13.67 9.81 13.75
Fidelity® 500 Index Institutional FXSIX -0.99 9.92 3.60 13.64 9.79 13.73
Fidelity Advisor® Diversified Stock Z FZACX -1.09 7.33 3.12 13.91 7.27 ---
Fidelity Advisor® Dividend Growth Z FZADX -0.51 7.77 2.26 10.87 6.80 ---
Fidelity Advisor® Mega Cap Stock Z FZALX -1.27 6.76 2.96 13.66 8.06 ---
Gabelli Asset AAA GABAX -0.76 9.79 3.63 11.38 5.42 11.08
Gabelli Equity Income AAA GABEX -1.53 6.29 2.37 8.14 4.61 9.94
Gabelli Asset I GABIX -0.73 9.98 3.70 11.66 5.69 11.36
Gabelli Asset T GALTX -0.75 --- --- --- --- ---
Gabelli Asset A GATAX -0.75 9.81 3.65 11.39 5.42 11.08
Gabelli Asset C GATCX -0.82 9.27 3.45 10.55 4.63 10.25
US Global Investors All American Eq GBTFX -2.77 1.36 0.29 0.62 -1.44 6.17
Gabelli Equity Income A GCAEX -1.54 6.28 2.38 8.13 4.60 9.92
Gabelli Equity Income C GCCEX -1.55 5.82 2.18 7.34 3.84 9.11
Gotham Index Core Institutional GCIDX 0.17 8.36 4.06 --- --- ---
Gabelli Equity Income I GCIEX -1.48 6.46 2.45 8.42 4.87 10.20
Goldman Sachs US Tax-Managed Eq A GCTAX -2.23 7.79 2.95 13.16 7.37 13.25
Goldman Sachs US Tax-Managed Eq C GCTCX -2.29 7.28 2.79 12.38 6.58 12.41
Gabelli Equity Income T GCTEX -1.53 --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq Instl GCTIX -2.19 8.04 3.06 13.66 7.79 13.71
Goldman Sachs US Tax-Managed Eq Svc GCTSX -2.26 7.68 2.94 13.04 7.26 13.14
Gotham Enhanced 500 Core Institutional GECFX 0.00 7.53 3.11 --- --- ---
Gotham Enhanced 500 Institutional GENFX 0.79 6.29 2.86 10.39 --- ---
GuideStone Funds Equity Index Instl GEQYX -0.85 9.93 3.75 14.01 9.70 13.63
GuideStone Funds Equity Index Investor GEQZX -0.89 9.76 3.71 13.67 9.42 13.41
GE RSP US Equity GESSX -1.06 11.24 3.45 14.63 7.86 13.37
Golub Group Equity GGEFX -2.54 7.13 1.62 13.59 8.08 12.26
Aberdeen US Multi-Cap Equity Instl GGLIX -2.39 8.12 2.03 10.61 6.32 10.60
Aberdeen US Multi-Cap Equity R GGLRX -2.43 7.69 1.84 9.87 5.70 9.95
Guggenheim StylePlus - Large Core Instl GILIX -1.02 10.06 3.82 14.25 10.36 13.42
Gotham Index Plus Institutional GINDX 0.91 6.33 3.90 14.06 --- ---
Guinness Atkinson™ Global Inntrs Instl GINNX -2.31 18.85 4.58 22.57 --- ---
Great Lakes Disciplined Equity Instl GLDNX -0.92 6.90 3.20 11.47 8.66 13.05
GMO US Equity Allocation VI GMCQX -2.30 4.96 2.48 11.87 7.65 11.06
GMO US Equity Allocation V GMEQX -2.29 5.01 2.53 11.84 --- ---
GMO US Equity Allocation IV GMRTX -2.28 4.93 2.47 11.79 7.63 11.04
GMO US Equity Allocation III GMUEX -2.28 4.95 2.48 11.74 7.57 10.98
Nationwide R GNWRX -1.14 8.66 2.59 12.69 7.80 12.51
Green Owl Intrinsic Value GOWLX -2.04 5.08 4.04 18.54 7.30 11.88
Victory RS Large Cap Alpha A GPAFX -1.83 6.36 3.01 12.97 6.36 13.01
GMO Quality IV GQEFX -0.75 17.33 4.14 15.62 11.54 12.72
GMO Quality III GQETX -0.75 17.35 4.18 15.59 11.50 12.67
Goldman Sachs US Tax-Managed Eq IR GQIRX -2.19 7.93 3.01 13.45 7.64 13.53
GMO Quality V GQLFX -0.75 17.31 4.17 15.62 11.57 12.74
GMO Quality VI GQLOX -0.75 17.39 4.17 15.71 11.60 12.78
Victory Diversified Stock R GRINX -1.85 8.61 3.56 8.34 4.27 10.52
Nationwide S&P 500 Index Instl Svc GRISX -1.02 9.66 3.50 13.20 9.37 13.30
Nationwide S&P 500 Index A GRMAX -1.03 9.56 3.48 13.03 9.18 13.12
Nationwide S&P 500 Index C GRMCX -1.12 9.12 3.32 12.25 8.47 12.39
Nationwide S&P 500 Index R6 GRMIX -0.96 9.84 3.56 13.53 9.65 13.58
Nationwide S&P 500 Index R GRMRX -1.03 9.33 3.35 12.72 8.90 12.77
Nationwide S&P 500 Index Svc GRMSX -1.03 9.55 3.48 13.02 9.20 13.11
Goldman Sachs US Equity Insights Instl GSELX -0.95 11.45 4.31 16.41 9.56 14.46
Goldman Sachs US Equity Insights Svc GSESX -1.01 11.08 4.15 15.84 9.01 13.89
Goldman Sachs US Equity Insights R6 GSEUX -0.93 11.45 4.31 16.42 --- ---
Goldman Sachs US Eq Div and Premium A GSPAX -1.01 5.82 2.47 9.09 8.23 10.84
Gotham Enhanced S&P 500 Instl GSPFX -0.36 9.40 3.40 --- --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX -0.94 6.11 2.65 9.51 8.66 11.27
Goldman Sachs US Eq Div and Premium C GSPQX -1.09 5.33 2.28 8.21 7.41 10.01
Goldman Sachs US Equity Insights A GSSQX -0.98 11.17 4.20 15.96 9.13 14.01
Goldman Sachs US Equity Insights R GSURX -1.00 11.00 4.13 15.67 8.85 13.73
Goldman Sachs US Equity Insights C GSUSX -1.03 10.64 4.00 15.09 8.30 13.16
Goldman Sachs US Equity Insights IR GSUTX -0.95 11.33 4.27 16.25 9.39 14.29
Glenmede Strategic Equity GTCEX -0.68 12.75 4.47 15.76 11.23 13.24
Glenmede Large Cap Core Institutional GTLIX -1.96 10.23 3.70 14.89 --- ---
Glenmede Large Cap Core Port GTLOX -1.96 10.10 3.65 14.67 10.24 15.53
Nationwide C GTRCX -1.15 8.44 2.48 12.34 7.44 12.11
Goldman Sachs US Eq Div and Premium IR GVIRX -0.93 6.07 2.61 9.39 8.52 11.11
Glenmede Women in Leadership US Eq GWILX -1.68 9.88 3.85 14.47 --- ---
Aberdeen US Multi-Cap Equity A GXXAX -2.45 7.79 1.82 10.26 5.99 10.25
Aberdeen US Multi-Cap Equity C GXXCX -2.42 7.38 1.77 9.59 5.26 9.47
Aberdeen US Multi-Cap Equity Instl Svc GXXIX -2.40 8.05 1.96 10.48 6.23 10.48
Haverford Quality Growth Stock HAVGX -0.25 8.68 3.67 9.88 6.74 10.83
Harbor Large Cap Value Instl HAVLX -1.91 10.41 2.93 15.99 11.20 15.46
Hartford Capital Appreciation C HCACX -2.35 11.51 2.72 13.49 6.00 13.49
Hartford Capital Appreciation F HCAFX -2.25 --- 3.01 --- --- ---
Hartford Capital Appreciation Y HCAYX -2.26 12.30 2.99 14.73 7.18 14.77
Hartford Capital Appreciation HLS IC HCPCX -2.21 11.47 3.49 14.01 6.49 ---
Henssler Equity Institutional HEQCX -2.95 0.97 1.13 7.91 5.39 10.72
Henssler Equity Investor HEQFX -2.95 0.68 1.02 7.41 4.87 10.15
Hartford Capital Appreciation HLS IA HIACX -2.18 11.82 3.61 14.59 7.02 13.58
Hartford Capital Appreciation HLS IB HIBCX -2.20 11.64 3.55 14.29 6.75 13.29
Hartford Stock HLS IB HIBSX -0.40 10.32 4.66 8.97 9.27 12.23
Harbor Large Cap Value Inv HILVX -1.89 10.16 2.84 15.62 10.79 15.06
JPMorgan Equity Index I HLEIX -1.00 9.80 3.54 13.41 9.59 13.51
Harbor Large Cap Value Retirement HNLVX -1.84 9.88 2.43 15.56 --- ---
Harbor Large Cap Value Admin HRLVX -1.84 10.23 2.91 15.75 10.91 15.17
Hartford Stock HLS IA HSTAX -0.39 10.50 4.73 9.26 9.55 12.51
Homestead Stock Index HSTIX -1.03 9.60 3.51 13.02 9.23 13.15
Voya Corporate Leaders 100 A IACLX -0.78 7.70 3.76 11.98 7.75 12.81
Voya Growth and Income Port A IAVGX -1.45 10.08 2.19 13.55 6.81 11.20
American Funds Invmt Co of Amer F2 ICAFX -1.93 7.76 2.03 10.61 8.24 13.04
Voya Corporate Leaders 100 C ICCLX -0.83 7.37 3.63 11.35 7.16 12.22
Ivy Dividend Opportunities E IDIEX -2.30 5.14 2.08 7.16 4.44 9.30
Ivy Dividend Opportunities N IDOTX -2.28 5.38 2.14 7.53 4.92 ---
Independent Franchise Partners US Equity IFPUX -2.30 12.11 0.93 11.05 11.81 13.49
Integrity Growth & Income A IGIAX -0.60 6.97 3.05 10.33 4.13 10.12
Voya Growth and Income Port S2 IGISX -1.46 10.13 2.21 13.61 6.87 11.26
Integrity Growth & Income C IGIUX -0.64 6.47 2.88 9.51 --- ---
Integrity Growth & Income I IGIVX -0.58 7.13 3.13 10.66 --- ---
Hartford Capital Appreciation B IHCAX -2.36 11.38 2.68 13.27 5.82 13.31
AMF Large Cap Equity AMF IICAX -1.94 7.24 2.32 13.26 7.77 10.56
AMF Large Cap Equity H IICHX -1.94 7.33 2.36 13.37 7.92 10.73
Voya Corporate Leaders 100 I IICLX -0.73 7.97 3.86 12.37 8.12 13.20
Voya Russell Large Cap Index Port I IIRLX -0.52 10.72 4.00 14.54 9.88 13.54
Voya Growth and Income Port I IIVGX -1.43 10.38 2.29 14.06 7.29 11.70
IMS Dividend Growth IMSAX -3.61 4.25 1.62 8.22 6.47 9.55
Index Funds S&P 500 Equal Weight No Load INDEX -2.26 6.92 2.37 10.92 --- ---
Voya US Stock Index Port I INGIX -1.03 9.74 3.51 13.38 9.51 13.45
Catalyst Insider Buying A INSAX -2.35 6.88 1.92 11.77 0.09 10.00
Catalyst Insider Buying C INSCX -2.37 6.41 1.73 10.97 -0.64 9.17
Catalyst Insider Buying I INSIX -2.27 7.12 2.04 12.08 0.38 ---
Voya Corporate Leaders 100 O IOCLX -0.78 7.71 3.76 11.93 7.70 12.79
Voya Multi-Manager Large Cp Core Port A IPFAX -0.78 9.47 3.45 12.14 7.99 12.04
Voya Index Plus LargeCap Port I IPLIX -0.61 11.07 3.76 14.91 9.15 13.55
Voya Index Plus LargeCap Port S IPLSX -0.66 10.87 3.66 14.59 8.87 13.27
Voya Multi-Manager Large Cp Core Port I IPPIX -0.71 9.88 3.62 12.83 8.66 12.73
Voya Multi-Manager Large Cp Core Port S IPPSX -0.78 9.73 3.55 12.54 8.39 12.44
Voya Corporate Leaders 100 R IRCLX -0.78 7.53 3.73 11.67 7.43 12.53
Voya Russell Large Cap Index Port S IRLCX -0.58 10.53 3.92 14.23 9.60 13.24
Voya Russell Large Cap Index Port A IRLIX -0.59 10.35 3.90 13.95 9.32 12.97
Voya Russell Large Cap Index Port S2 IRLUX -0.51 10.49 3.92 14.16 9.44 13.08
VY® Columbia Contrarian Core A ISBAX -1.09 11.32 3.64 12.73 9.27 13.79
VY® Columbia Contrarian Core S ISCSX -1.02 11.48 3.71 13.08 9.54 14.09
VY® Columbia Contrarian Core I ISFIX -1.00 11.69 3.76 13.31 9.81 14.38
Voya US Stock Index Port S2 ISIPX -1.05 9.47 3.44 12.90 9.07 13.01
Voya US Stock Index Port A ISIVX -1.07 9.36 3.41 12.77 8.93 12.87
Voya US Stock Index Port S ISJBX -0.97 9.66 3.54 13.11 9.26 13.21
Voya Growth and Income Port S ISVGX -1.45 10.22 2.22 13.76 7.03 11.42
Hartford Capital Appreciation A ITHAX -2.26 12.06 2.94 14.32 6.77 14.32
Hartford Capital Appreciation I ITHIX -2.25 12.23 2.99 14.62 7.10 14.66
Hartford Capital Appreciation R3 ITHRX -2.30 11.84 2.85 13.97 6.44 13.97
Hartford Capital Appreciation R4 ITHSX -2.26 12.05 2.92 14.31 6.77 14.32
Hartford Capital Appreciation R5 ITHTX -2.25 12.26 3.01 14.65 7.08 14.66
Hartford Capital Appreciation R6 ITHVX -2.26 12.30 3.01 14.73 --- ---
Ivy Dividend Opportunities A IVDAX -2.34 5.08 2.05 7.08 4.43 9.32
Ivy Dividend Opportunities B IVDBX -2.44 4.58 1.82 6.19 3.61 8.46
Ivy Dividend Opportunities C IVDCX -2.43 4.58 1.82 6.31 3.72 8.59
Ivy Dividend Opportunities I IVDIX -2.33 5.28 2.14 7.34 4.75 9.67
Ivy Dividend Opportunities Y IVDYX -2.34 5.10 2.01 7.09 4.50 9.39
Voya Corporate Leaders 100 W IWCLX -0.73 7.91 3.86 12.29 8.04 13.09
Guinness Atkinson™ Global Inntrs Inv IWIRX -2.34 18.68 4.51 22.27 8.73 16.33
Ivy Dividend Opportunities R IYDVX -2.35 4.88 1.93 6.75 4.14 ---
Janus Henderson Growth And Income S JADGX -0.90 8.94 4.05 14.53 9.14 13.05
Janus Henderson Growth And Income T JAGIX -0.88 9.13 4.14 14.84 9.43 13.35
Jamestown Equity JAMEX -1.90 6.85 1.72 9.47 4.46 10.56
JPMorgan US Large Cap Core Plus R5 JCPRX -2.10 9.25 2.73 15.40 8.76 14.08
JPMorgan Disciplined Equity A JDEAX -1.08 9.60 3.22 14.13 7.43 12.67
JPMorgan Disciplined Equity I JDESX -1.04 9.78 3.30 14.43 7.69 12.96
JPMorgan Disciplined Equity R6 JDEUX -1.04 9.84 3.33 14.57 7.93 13.21
Prudential Jennison Equity Income Z JDEZX -0.68 6.12 2.70 6.59 3.38 9.61
Janus Henderson Growth And Income A JDNAX -0.88 9.08 4.11 14.74 9.34 13.26
Janus Henderson Growth And Income N JDNNX --- --- --- --- --- ---
Janus Henderson Growth And Income R JDNRX -0.95 8.76 3.98 14.22 8.85 12.76
Prudential Jennison Equity Income B JEIBX -0.74 5.40 2.46 5.55 2.34 8.51
Johnson Enhanced Return JENHX -0.94 10.22 3.50 13.30 10.00 14.12
Johnson Equity Income JEQIX -0.33 12.16 4.13 13.14 6.51 11.13
Janus Henderson Growth And Income C JGICX -0.95 8.57 3.94 13.93 8.54 12.39
Janus Henderson Growth And Income I JGINX -0.88 9.21 4.15 14.99 9.58 13.51
JHancock ESG Large Cap Core A JHJAX -1.75 7.15 2.74 9.51 --- ---
JHancock ESG Large Cap Core C JHJCX -1.84 6.67 2.57 8.78 --- ---
JHancock ESG Large Cap Core I JHJIX -1.75 7.24 2.74 9.74 --- ---
JHancock ESG Large Cap Core R6 JHJRX -1.74 7.33 2.83 9.92 --- ---
JHancock Fundamental Large Cap Core C JHLVX -1.03 10.33 4.04 15.41 9.39 12.90
JPMorgan Intrepid America A JIAAX -1.35 8.25 3.39 13.35 7.41 12.84
JPMorgan Intrepid America C JIACX -1.37 7.91 3.27 12.79 6.89 12.28
JPMorgan Intrepid America R6 JIAPX -1.32 8.59 3.52 13.95 --- ---
JPMorgan Intrepid America R5 JIARX -1.30 8.55 3.50 13.84 7.92 13.36
JPMorgan Intrepid America R2 JIAZX -1.38 8.06 3.33 13.07 7.15 12.56
JPMorgan Intrepid Sustainable Equity A JICAX -0.22 11.19 4.42 16.01 8.96 13.62
JPMorgan Intrepid Sustainable Equity C JICCX -0.28 10.84 4.27 15.42 8.41 13.05
JPMorgan Intrepid Sustainable Equity I JIISX -0.22 11.36 4.47 16.27 9.23 13.90
JPMorgan US Dynamic Plus I JILSX -1.17 7.29 3.40 14.17 7.97 12.71
JPMorgan US Large Cap Core Plus A JLCAX -2.13 8.97 2.64 14.89 8.27 13.57
JHancock Fundamental Large Cap Core R4 JLCFX -0.96 10.96 4.27 16.42 10.34 13.89
JHancock Fundamental Large Cap Core R3 JLCHX -0.98 10.68 4.16 15.95 9.91 13.44
JHancock Fundamental Large Cap Core R1 JLCRX -1.01 10.59 4.13 15.83 9.79 13.32
JHancock Fundamental Large Cap Core R5 JLCVX -0.95 11.07 4.31 16.63 10.56 14.11
JHancock Fundamental Large Cap Core R6 JLCWX -0.93 11.12 4.33 16.71 10.64 14.18
JHancock Fundamental Large Cap Core R2 JLCYX -0.99 10.76 4.19 16.11 10.07 13.65
JPMorgan US Large Cap Core Plus C JLPCX -2.18 8.59 2.49 14.31 7.73 13.00
JPMorgan US Large Cap Core Plus I JLPSX -2.11 9.10 2.68 15.20 8.55 13.85
JPMorgan US Large Cap Core Plus R2 JLPZX -2.17 8.74 2.52 14.58 7.99 13.28
JHancock Fundamental Large Cap Core I JLVIX -0.93 11.06 4.32 16.62 10.52 14.07
JPMorgan US Equity L JMUEX -1.61 9.16 2.49 14.85 9.19 14.07
Janus Henderson Growth And Income D JNGIX -0.86 9.21 4.15 14.95 9.51 13.44
JPMorgan Tax Aware Equity I JPDEX -1.76 10.87 3.07 16.08 10.10 14.51
JPMorgan Tax Aware Equity A JPEAX -1.83 10.55 2.95 15.51 9.60 14.00
JPMorgan Tax Aware Equity C JPECX -1.87 10.20 2.78 14.97 9.05 13.44
JPMorgan Intrepid America I JPIAX -1.30 8.44 3.47 13.67 7.73 13.15
JPMorgan Disciplined Equity L JPIEX -1.04 9.78 3.30 14.43 7.82 13.09
JPMorgan US Dynamic Plus A JPSAX -1.20 7.13 3.32 13.82 7.70 12.42
JPMorgan US Dynamic Plus C JPSCX -1.19 6.81 3.20 13.30 7.16 11.87
Janus Henderson US Managed Volatility A JRSAX -0.19 10.08 4.77 9.57 8.23 13.32
Janus Henderson US Managed Volatility C JRSCX -0.29 9.53 4.55 8.72 7.48 12.53
Janus Henderson US Managed Volatility D JRSDX -0.19 10.09 4.72 9.68 --- ---
Janus Henderson US Managed Volatility I JRSIX -0.19 10.26 4.84 9.84 8.52 13.66
Janus Henderson US Managed Volatility N JRSNX -0.19 10.33 4.88 9.96 --- ---
Janus Henderson US Managed Volatility S JRSSX -0.19 9.93 4.73 9.38 8.13 13.29
Janus Henderson US Managed Volatility T JRSTX -0.19 10.07 4.81 9.70 8.33 13.44
JPMorgan SmartAllocation Equity R6 JSARX -1.01 11.73 3.44 13.13 6.55 10.55
JPMorgan SmartAllocation Equity R2 JSMRX -1.05 11.24 3.30 12.32 5.77 9.73
JPMorgan SmartAllocation Equity R5 JSRRX -1.01 11.72 3.49 13.12 6.51 10.50
JPMorgan US Equity A JUEAX -1.68 8.94 2.35 14.37 8.80 13.68
JPMorgan US Equity C JUECX -1.73 8.57 2.29 13.88 8.27 13.14
JPMorgan US Equity R6 JUEMX -1.61 9.27 2.52 14.95 9.29 14.20
JPMorgan US Equity R3 JUEPX -1.68 8.88 2.35 --- --- ---
JPMorgan US Equity R4 JUEQX -1.68 9.04 2.43 --- --- ---
JPMorgan US Equity I JUESX -1.67 9.10 2.46 14.63 9.03 13.90
JPMorgan US Equity R2 JUEZX -1.69 8.73 2.30 14.14 8.54 13.41
JPMorgan US Equity R5 JUSRX -1.67 9.18 2.44 14.82 9.22 14.12
KP Large Cap Equity Institutional KPLCX -0.79 11.97 4.59 16.18 10.33 ---
Lord Abbett Calibrated Dividend Gr A LAMAX -0.74 6.65 2.40 8.51 8.72 11.84
Lord Abbett Calibrated Dividend Gr B LAMBX -0.81 6.09 2.14 7.73 7.89 11.00
Lord Abbett Calibrated Dividend Gr C LAMCX -0.82 6.11 2.16 7.67 7.90 11.00
Lord Abbett Calibrated Dividend Gr F LAMFX -0.74 6.74 2.44 8.77 8.87 12.01
Lord Abbett Calibrated Dividend Gr R6 LAMHX -0.73 6.79 2.44 8.93 --- ---
Lord Abbett Calibrated Dividend Gr P LAMPX -0.74 6.51 2.34 8.31 8.48 11.62
Lord Abbett Calibrated Dividend Gr R2 LAMQX -0.80 6.34 2.22 8.13 8.31 11.42
Lord Abbett Calibrated Dividend Gr R3 LAMRX -0.74 6.48 2.35 8.29 8.46 11.58
Lord Abbett Calibrated Dividend Gr R4 LAMSX -0.74 6.63 2.37 8.52 --- ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX -0.73 6.80 2.44 8.78 --- ---
Lord Abbett Calibrated Dividend Gr I LAMYX -0.67 6.79 2.44 8.84 8.99 12.11
Lord Abbett Calibrated Dividend Gr T LBDTX --- --- --- --- --- ---
ClearBridge Dividend Strategy FI LBRIX -0.09 9.28 3.94 12.05 8.33 ---
ClearBridge Dividend Strategy IS LCBEX -0.04 9.62 4.04 12.63 8.78 ---
ClearBridge Dividend Strategy 1 LCBOX -0.09 9.51 4.02 12.43 8.67 11.72
Columbia Contrarian Core A LCCAX -0.99 11.45 3.66 12.93 9.48 14.28
Columbia Contrarian Core C LCCCX -1.09 10.87 3.47 12.06 8.64 13.42
SEI Large Cap Index A (SIIT) LCIAX -1.12 9.64 3.46 13.53 9.43 13.76
Lazard US Equity Concentrated Instl LEVIX -0.78 7.84 0.53 5.28 10.78 14.92
Lazard US Equity Concentrated Open LEVOX -0.78 7.65 0.46 4.92 10.44 14.53
ClearBridge Value A LGVAX -2.85 5.47 2.18 11.04 6.41 13.45
Longleaf Partners LLPFX -1.37 7.57 2.10 12.28 2.14 8.51
ClearBridge Appreciation IS LMESX -0.09 9.48 3.72 11.77 8.92 12.29
QS US Large Cap Equity IS LMISX -1.08 9.85 3.55 14.54 7.76 12.69
ClearBridge Dividend Strategy R LMMRX -0.09 9.17 3.90 11.89 8.12 11.13
ClearBridge Value I LMNVX -2.83 5.61 2.23 11.30 6.65 13.70
ClearBridge Appreciation FI LMPIX -0.17 9.21 3.60 11.28 8.46 11.83
ClearBridge Appreciation R LMPPX -0.13 9.04 3.54 10.98 8.14 11.50
QS US Large Cap Equity I LMTIX -1.08 9.86 3.55 14.54 --- ---
QS US Large Cap Equity FI LMUSX -1.07 9.67 3.47 14.14 7.41 12.36
ClearBridge Value FI LMVFX -2.85 5.41 2.16 10.94 6.31 13.37
ClearBridge Value R LMVRX -2.88 5.28 2.09 10.70 6.03 13.02
ClearBridge Value C LMVTX -2.92 4.98 1.99 10.24 5.64 12.61
Scharf Institutional LOGIX -2.25 7.48 1.08 3.79 5.97 11.48
Scharf Retail LOGRX -2.28 7.29 1.01 3.51 --- ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX -0.73 --- 2.51 --- --- ---
Summit GI US Low Volatility Equity A LVOLX 0.33 6.25 3.24 5.91 --- ---
Lazard US Strategic Equity Open LZUOX -1.25 7.79 1.70 10.18 6.46 11.18
Lazard US Strategic Equity Instl LZUSX -1.18 8.08 1.78 10.60 6.77 11.53
MainStay Epoch US All Cap A MAAAX -2.84 8.98 1.60 13.64 7.78 12.38
Mutual of America Instl Equity Index MAEQX -0.99 9.85 3.58 13.51 9.70 13.64
Mutual of America Instl All America MALLX -1.55 7.81 3.32 12.29 8.49 12.38
BlackRock Advantage Large Cap Core Instl MALRX -1.26 9.87 2.67 17.71 9.04 13.48
MainStay MAP Equity A MAPAX -1.34 10.82 3.83 14.07 6.67 11.35
MainStay MAP Equity B MAPBX -1.43 10.16 3.59 13.02 5.69 10.32
MainStay MAP Equity R1 MAPRX -1.33 10.91 3.88 14.27 6.83 11.50
Convergence Core Plus Institutional MARNX -2.80 3.19 3.65 13.69 6.68 11.42
MainStay Epoch US All Cap I MATIX -2.84 9.17 1.67 13.94 8.06 12.65
MainStay Epoch US All Cap B MAWBX -2.94 8.34 1.40 12.48 6.66 11.16
MainStay Epoch US All Cap C MAWCX -2.93 8.28 1.35 12.48 6.64 11.14
MainStay Epoch US All Cap Inv MAWNX -2.89 8.87 1.55 13.36 7.46 11.99
BlackRock Advantage Large Cap Core Inv B MBLRX -1.37 9.09 2.39 16.36 7.82 12.23
BlackRock Advantage Large Cap Core Inv C MCLRX -1.34 9.11 2.43 16.42 7.86 12.23
MainStay Common Stock Inv MCSSX -1.08 9.54 4.24 12.36 7.41 13.11
BlackRock Advantage Large Cap Core Inv A MDLRX -1.24 9.67 2.64 17.39 8.76 13.17
Meehan Focus MEFOX -1.53 8.22 2.23 13.73 3.25 9.36
AMG FQ US Equity I MEQFX -2.01 7.15 2.51 13.89 6.67 11.31
AMG FQ Tax-Managed US Equity N MFQAX -1.97 6.30 2.94 11.52 6.71 12.60
AMG FQ Tax-Managed US Equity I MFQTX -1.97 6.47 3.02 11.77 6.97 12.88
MFS Research B MFRBX -1.22 11.92 3.63 12.08 8.24 12.10
MFS Research C MFRCX -1.22 11.95 3.63 12.06 8.24 12.10
MFS Research A MFRFX -1.16 12.47 3.83 12.90 9.06 12.94
MFS Research R3 MFRHX -1.17 12.43 3.80 12.87 9.05 12.93
MFS Research R4 MFRJX -1.14 12.61 3.88 13.18 9.31 13.22
MFS Research R6 MFRKX -1.14 12.67 3.88 13.26 9.42 13.31
MFS Research R1 MFRLX -1.22 11.92 3.60 12.06 8.23 12.09
MassMutual Select Equity Opports A MFVAX -0.58 9.95 4.28 20.87 7.27 13.88
MassMutual Select Equity Opports R4 MFVFX -0.64 9.98 4.27 20.99 7.38 ---
MassMutual Select Equity Opports R3 MFVNX -0.67 9.79 4.24 20.70 7.10 13.65
MassMutual Select Equity Opports R5 MFVSX -0.55 10.25 4.42 21.44 7.77 14.42
MassMutual Select Equity Opports I MFVZX -0.55 10.34 4.43 21.55 7.87 14.53
MainStay Common Stock C MGOCX -1.09 9.06 4.07 11.54 6.63 12.27
MM S&P 500® Index R4 MIEAX -1.02 9.53 3.46 12.99 9.13 13.05
MM S&P 500® Index Adm MIEYX -1.01 9.66 3.53 13.13 9.31 13.25
MM S&P 500® Index R5 MIEZX -1.00 9.81 3.53 13.43 9.58 13.52
Oppenheimer Main Street C MIGCX -0.95 9.25 2.84 12.51 8.81 12.42
Oppenheimer Main Street Y MIGYX -0.85 9.94 3.12 13.64 9.89 13.56
BNY Mellon Large Cap Stock Inv MILCX -0.77 9.17 3.57 13.09 7.72 11.79
MFS Massachusetts Investors Tr R2 MIRTX -1.50 12.01 3.07 13.84 9.08 12.82
MFS Massachusetts Investors Tr B MITBX -1.51 11.70 2.96 13.32 8.55 12.26
MFS Massachusetts Investors Tr C MITCX -1.50 11.69 2.95 13.33 8.55 12.26
MFS Massachusetts Investors Tr R4 MITDX -1.42 12.40 3.20 14.44 9.65 13.39
MFS Massachusetts Investors Tr R1 MITGX -1.54 11.66 2.95 13.31 8.54 12.25
MFS Massachusetts Investors Tr R3 MITHX -1.44 12.20 3.16 14.18 9.36 13.10
MFS Massachusetts Investors Tr I MITIX -1.40 12.38 3.21 14.45 9.64 13.39
MFS Massachusetts Investors Tr R6 MITJX -1.43 12.44 3.23 14.51 9.73 13.49
MFS Massachusetts Investors Tr A MITTX -1.43 12.26 3.17 14.20 9.39 13.13
Morgan Stanley Instl Global Core A MLMAX -1.49 12.29 4.18 9.29 --- ---
Morgan Stanley Instl Global Core C MLMCX -1.50 11.81 4.01 8.57 --- ---
Morgan Stanley Instl Global Core I MLMIX -1.48 12.57 4.26 9.73 --- ---
Morgan Stanley Instl Global Core IS MLMSX -1.48 12.57 4.26 9.75 --- ---
MFS Low Volatility Equity A MLVAX -0.37 8.90 3.27 9.35 10.23 ---
MFS Low Volatility Equity B MLVBX -0.44 8.27 3.00 8.45 9.38 ---
MFS Low Volatility Equity C MLVGX -0.44 8.32 3.02 8.44 9.37 ---
MFS Low Volatility Equity I MLVHX -0.36 9.02 3.32 9.60 10.47 ---
MFS Low Volatility Equity R1 MLVMX -0.44 8.32 2.98 8.42 9.40 ---
MFS Low Volatility Equity R2 MLVOX -0.36 8.72 3.18 9.02 9.97 ---
MFS Low Volatility Equity R3 MLVPX -0.36 8.86 3.25 9.30 10.21 ---
MFS Low Volatility Equity R4 MLVRX -0.36 9.00 3.32 9.59 10.48 ---
MFS Low Volatility Equity R6 MLVTX -0.29 9.13 3.34 9.78 10.59 ---
MainStay MAP Equity R3 MMAPX -1.39 10.59 3.76 13.68 6.29 10.96
MM S&P 500® Index A MMFFX -1.07 9.46 3.42 12.83 9.04 ---
MassMutual Select Equity Opports Adm MMFVX -0.61 10.08 4.33 21.15 7.54 14.16
MassMutual Select Equity Opports Svc MMFYX -0.60 10.14 4.34 21.29 7.64 14.29
MM S&P 500® Index Svc MMIEX -1.00 9.68 3.53 13.27 9.42 13.34
MM S&P 500® Index R3 MMINX -1.04 9.36 3.42 12.74 8.88 12.77
MM S&P 500® Index I MMIZX -0.95 9.88 3.64 13.58 9.70 13.64
MainStay MAP Equity C MMPCX -1.43 10.16 3.59 13.02 5.68 10.32
MassMutual Premier Main Street Adm MMSLX -0.87 9.69 2.97 13.29 9.46 13.16
MassMutual Premier Main Street R3 MMSNX -0.88 9.40 2.82 12.85 9.03 12.65
MassMutual Premier Main Street R5 MMSSX -0.78 9.88 3.06 13.62 9.69 13.39
MassMutual Premier Main Street Svc MMSYX -0.84 9.76 2.96 13.51 9.59 13.29
Manor MNRMX -3.14 9.12 3.48 14.33 5.48 11.42
Castle Focus Investor MOATX 0.40 9.21 3.21 8.05 5.58 7.58
MainStay Common Stock B MOPBX -1.13 9.05 4.07 11.53 6.62 12.28
Mairs & Power Growth Inv MPGFX -2.28 5.91 1.16 7.64 7.82 12.76
BNY Mellon Large Cap Stock M MPLCX -0.75 9.32 3.63 13.57 7.99 12.07
MainStay MAP Equity R2 MPRRX -1.36 10.74 3.82 13.96 6.56 11.23
MFS Core Equity R2 MRERX -1.36 12.00 3.56 14.96 9.05 13.37
MFS Research I MRFIX -1.13 12.63 3.88 13.17 9.32 13.21
Marshfield Concentrated Opportunity MRFOX -0.48 10.67 3.49 20.08 --- ---
MFS Core Equity A MRGAX -1.32 12.16 3.58 15.25 9.33 13.65
MFS Core Equity B MRGBX -1.41 11.63 3.38 14.37 8.51 12.81
MFS Core Equity C MRGCX -1.42 11.58 3.38 14.36 8.50 12.80
MFS Core Equity R1 MRGGX -1.39 11.63 3.42 14.41 8.51 12.80
MFS Core Equity R3 MRGHX -1.33 12.13 3.60 15.23 9.32 13.65
MFS Core Equity R4 MRGJX -1.31 12.34 3.66 15.52 9.60 13.93
MFS Core Equity R6 MRGKX -1.32 12.37 3.66 15.62 9.70 ---
MFS Core Equity I MRGRX -1.32 12.32 3.63 15.51 9.60 13.93
BlackRock Advantage Large Cap Core R MRLRX -1.31 9.44 2.50 16.98 8.42 12.84
Oppenheimer Main Street A MSIGX -0.88 9.79 3.06 13.37 9.63 13.27
BlackRock Advantage Large Cap Core Svc MSLRX -1.26 9.72 2.63 17.12 8.62 13.04
MainStay MAP Equity Investor MSMIX -1.37 10.69 3.79 13.84 6.47 11.15
MainStay Common Stock A MSOAX -1.04 9.74 4.33 12.69 7.67 13.43
MainStay Common Stock I MSOIX -1.03 9.91 4.41 12.91 7.95 13.72
MainStay Common Stock R3 MSOSX -1.04 9.51 4.25 12.26 --- ---
MainStay S&P 500 Index I MSPIX -0.99 9.75 3.53 13.32 9.46 13.38
MFS Research R2 MSRRX -1.19 12.27 3.74 12.60 8.77 12.65
MassMutual Premier Main Street A MSSAX -0.88 9.51 2.92 13.03 9.19 12.88
MassMutual Premier Main Street R4 MSSRX -0.88 9.59 2.85 13.12 9.30 ---
MainStay S&P 500 Index A MSXAX -1.03 9.57 3.47 13.04 9.19 13.10
MassMutual Premier Main Street I MSZIX -0.87 9.88 2.97 13.62 9.76 ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX -1.49 9.70 3.58 14.35 8.72 12.62
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX -1.46 9.85 3.59 14.56 8.99 12.58
MainStay MAP Equity I MUBFX -1.33 10.99 3.90 14.38 6.93 11.62
MFS Blended Research Core Equity A MUEAX -1.08 8.74 3.64 11.26 7.61 12.56
MFS Blended Research Core Equity C MUECX -1.14 8.21 3.44 10.43 6.81 11.72
MFS Blended Research Core Equity R1 MUERX -1.17 8.22 3.42 10.41 6.82 11.73
MFS Blended Research Core Equity R2 MUESX -1.08 8.58 3.57 10.95 7.34 12.28
MFS Blended Research Core Equity R3 MUETX -1.08 8.73 3.61 11.20 7.61 12.55
MFS Blended Research Core Equity R4 MUEUX -1.08 8.88 3.66 11.51 7.87 12.83
MFS Blended Research Core Equity R6 MUEVX -1.06 9.01 3.71 11.67 8.00 12.95
Muhlenkamp MUHLX -3.46 7.16 3.01 11.22 -1.71 5.93
Nationwide Institutional Service MUIFX -1.09 9.07 2.75 13.47 8.52 13.22
Morgan Stanley Instl US Core A MUOAX -2.18 7.66 3.12 7.25 --- ---
Morgan Stanley Instl US Core C MUOCX -2.28 7.20 2.95 6.48 --- ---
Morgan Stanley Instl US Core I MUOIX -2.17 7.94 3.20 7.64 --- ---
Morgan Stanley Instl US Core IS MUOSX -2.17 7.94 3.20 7.66 --- ---
MFS Blended Research Core Equity B MUSBX -1.12 8.23 3.43 10.41 6.81 11.71
MFS Blended Research Core Equity I MUSEX -1.07 8.89 3.67 11.48 7.86 12.83
Victory S&P 500 Index A MUXAX -1.02 9.51 3.50 13.01 9.19 13.06
Victory S&P 500 Index R MUXRX -1.07 9.19 3.36 12.46 8.72 12.61
Victory S&P 500 Index Y MUXYX -1.06 9.58 3.50 13.14 9.38 13.24
Marathon Value Portfolio MVPFX -1.78 6.59 0.72 9.92 7.37 10.67
Metropolitan West AlphaTrak 500 MWATX -0.96 9.52 3.41 21.26 11.94 15.74
Federated Max-Cap Index C MXCCX -1.04 9.10 3.34 12.23 8.41 12.41
Great-West S&P 500® Index Institutional MXKWX -1.02 9.81 3.57 13.44 --- ---
Great-West S&P 500® Index Investor MXVIX -1.05 9.53 3.45 13.04 9.15 13.08
Great-West S&P 500® Index L MXVJX -1.02 9.40 3.46 12.79 8.90 12.82
Matthew 25 MXXVX 0.42 7.01 4.38 24.17 6.44 12.42
Mainstay US Equity Opportunities C MYCCX -0.79 6.56 4.65 15.57 8.88 14.32
Mainstay US Equity Opportunities I MYCIX -0.69 7.26 4.91 16.77 10.10 15.63
Mainstay US Equity Opportunities Inv MYCNX -0.71 6.99 4.82 16.43 9.71 15.17
Mainstay US Equity Opportunities A MYCTX -0.80 7.12 4.86 16.43 9.83 15.37
Sentinel Sustainable Core Opp A MYPVX -0.94 10.49 3.10 13.13 7.90 12.29
MainStay S&P 500 Index Inv MYSPX -1.03 9.49 3.45 12.92 9.08 12.98
Nuveen Santa Barbara Dividend Growth R3 NBDRX -0.77 8.17 3.29 10.14 7.42 10.72
Neuberger Berman Focus Adv NBFAX -3.41 10.66 2.47 12.92 7.27 12.78
Neuberger Berman Focus Tr NBFCX -3.30 10.76 2.57 13.12 7.45 12.96
Neuberger Berman Focus Inv NBSSX -3.26 10.88 2.61 13.36 7.64 13.17
Natixis Oakmark C NECOX -1.73 7.49 3.97 18.09 7.57 13.17
Natixis Oakmark A NEFOX -1.69 7.96 4.12 18.98 8.38 14.00
Columbia Large Cap Index A NEIAX -1.00 9.65 3.52 13.16 9.34 13.26
Natixis Oakmark Y NEOYX -1.65 8.15 4.20 19.28 8.66 14.30
Neuberger Berman Focus A NFAAX -3.28 10.75 2.61 13.19 7.46 12.96
Neuberger Berman Focus C NFACX -3.33 10.25 2.47 12.31 6.68 12.13
Neuberger Berman Focus Inst NFALX -3.25 10.99 2.69 13.55 7.83 13.36
Columbia Large Cap Index Z NINDX -1.00 9.82 3.56 13.43 9.61 13.54
Nuveen Large Cap Core A NLACX -2.56 6.46 3.85 12.96 7.38 ---
Nuveen Large Cap Core Plus A NLAPX -2.69 6.48 4.76 14.49 7.07 ---
Nuveen Large Cap Core C NLCDX -2.60 6.00 3.70 12.15 6.59 ---
Nuveen Large Cap Core R6 NLCFX -2.49 6.71 3.98 13.35 --- ---
Nuveen Large Cap Core I NLCIX -2.52 6.64 3.95 13.27 7.65 ---
Nuveen Large Cap Core Plus C NLPCX -2.76 6.01 4.57 13.63 6.26 ---
Nuveen Large Cap Core Plus I NLPIX -2.65 6.64 4.82 14.77 7.34 ---
Columbia Large Cap Enhanced Core A NMIAX -0.17 10.67 4.69 14.60 8.86 13.48
Columbia Large Cap Enhanced Core Z NMIMX -0.17 10.83 4.74 14.89 9.13 13.77
Neuberger Berman Multi-Cap Opp A NMUAX -2.68 11.00 3.71 18.05 8.50 14.08
Neuberger Berman Multi-Cap Opp C NMUCX -2.78 10.49 3.49 17.16 7.70 13.21
Neuberger Berman Multi-Cap Opp Inst NMULX -2.66 11.25 3.74 18.41 8.90 14.47
Northern Active M US Equity NMUSX -1.62 6.42 2.44 8.98 --- ---
Natixis Oakmark N NOANX -1.65 --- 4.24 --- --- ---
Nuveen Symphony Low Volatility Equity A NOPAX -1.82 6.98 3.12 8.38 7.74 11.78
Nuveen Symphony Low Volatility Equity C NOPCX -1.88 6.45 2.94 7.54 6.92 10.94
Nuveen Symphony Low Volatility Equity R6 NOPFX -1.78 7.23 3.22 8.77 --- ---
Nuveen Symphony Low Volatility Equity I NOPRX -1.78 7.16 3.22 8.66 8.01 12.06
Northern Stock Index NOSIX -1.01 9.86 3.57 13.54 9.71 13.64
Nuveen Santa Barbara Dividend Growth A NSBAX -0.75 8.32 3.37 10.40 7.69 10.99
Nuveen Santa Barbara Dividend Growth C NSBCX -0.83 7.82 3.16 9.60 6.88 10.17
Nuveen Santa Barbara Dividend Growth R6 NSBFX -0.74 8.53 3.44 10.77 8.03 ---
Nuveen Santa Barbara Dividend Growth I NSBRX -0.75 8.51 3.43 10.69 7.96 11.26
Columbia Select Large Cap Equity Z NSEPX -0.58 12.92 3.82 16.57 10.95 13.94
Columbia Select Large Cap Equity A NSGAX -0.65 12.62 3.75 16.27 10.66 13.65
Columbia Select Large Cap Equity C NSGCX -0.70 12.14 3.50 15.43 9.84 12.79
Nationwide A NWFAX -1.08 8.94 2.69 13.21 8.29 12.95
Nationwide HighMark LgCp Core Eq A NWGHX -1.67 9.02 2.50 12.00 7.39 12.00
Nationwide HighMark LgCp Core Eq C NWGIX -1.82 8.47 2.21 11.23 6.70 11.30
Nationwide HighMark LgCp Core Eq R6 NWGJX -1.74 9.20 2.51 12.41 7.80 ---
Nationwide HighMark LgCp Core Eq Ins Svc NWGKX -1.67 9.12 2.48 12.30 7.68 12.31
Davis NY Venture B NYVBX -2.78 7.56 2.29 13.78 7.57 11.85
Davis NY Venture C NYVCX -2.77 7.69 2.34 13.99 7.78 12.03
Davis NY Venture R NYVRX -2.74 8.02 2.47 14.57 8.30 12.58
Davis NY Venture A NYVTX -2.69 8.24 2.56 14.90 8.62 12.92
Oakmark Select Investor OAKLX -3.89 2.83 1.03 15.49 5.78 13.76
Oakmark Investor OAKMX -1.61 8.15 4.19 19.36 8.65 14.35
Oakmark Select Institutional OANLX -3.86 2.95 1.09 --- --- ---
Oakmark Institutional OANMX -1.59 8.26 4.24 --- --- ---
Oppenheimer Rising Dividends A OARDX -1.56 8.36 2.93 10.09 6.05 10.01
Oakmark Select Service OARLX -3.92 2.63 0.97 15.16 5.45 13.40
Oakmark Service OARMX -1.63 7.97 4.12 19.01 8.30 14.01
Oakmark Select Advisor OAYLX -3.86 2.93 1.07 --- --- ---
Oakmark Advisor OAYMX -1.59 8.25 4.24 --- --- ---
Oppenheimer Rising Dividends B OBRDX -1.62 7.81 2.68 9.21 5.25 9.11
Oppenheimer Rising Dividends C OCRDX -1.58 7.89 2.75 9.28 5.26 9.18
JPMorgan Equity Index C OEICX -1.06 9.25 3.36 12.45 8.54 12.41
O'Shaughnessy All Cap Core A OFAAX -1.68 8.31 5.59 19.89 8.92 13.20
O'Shaughnessy All Cap Core C OFACX -1.75 7.82 5.43 18.98 8.04 12.30
Olstein All Cap Value Adv OFAFX -3.30 5.69 1.67 10.91 6.34 12.36
O'Shaughnessy All Cap Core I OFAIX -1.63 8.52 5.70 20.21 9.14 13.45
Olstein All Cap Value C OFALX -3.37 5.07 1.41 9.80 5.29 11.30
JPMorgan Equity Index A OGEAX -1.03 9.62 3.49 13.15 9.31 13.23
JPMorgan Equity Index R6 OGFAX -0.97 9.92 3.61 --- --- ---
Oppenheimer Rising Dividends I OIRDX -1.51 8.64 3.00 10.52 6.51 10.46
Oppenheimer Main Street R OMGNX -0.90 9.60 2.99 13.08 9.36 12.98
Oppenheimer Main Street All Cap B OMOBX -1.18 8.32 3.35 12.64 5.66 9.83
Oppenheimer Main Street B OMSBX -0.94 9.25 2.85 12.52 8.80 12.36
Oppenheimer Main Street All Cap C OMSCX -1.12 8.31 3.38 12.69 5.68 9.88
Oppenheimer Main Street I OMSIX -0.85 10.06 3.14 13.84 10.10 13.75
Oppenheimer Main Street All Cap R OMSNX -1.11 8.65 3.48 13.20 6.22 10.41
Oppenheimer Main Street All Cap A OMSOX -1.08 8.83 3.55 13.48 6.47 10.69
Oppenheimer Main Street All Cap Y OMSYX -1.11 8.99 3.59 13.77 6.72 10.99
Oppenheimer Rising Dividends R ONRDX -1.57 8.17 2.83 9.82 5.78 9.69
Oak Ridge Dividend Growth A ORDAX 0.29 8.56 4.28 11.46 8.42 ---
Oak Ridge Dividend Growth I ORDNX 0.36 8.79 4.39 11.82 8.67 ---
Osterweis Institutional Equity OSTEX -1.31 6.88 0.67 9.71 2.47 9.60
Osterweis OSTFX -1.12 6.55 0.80 8.25 1.86 8.71
Oppenheimer Rising Dividends Y OYRDX -1.56 8.48 2.95 10.29 6.31 10.25
T. Rowe Price Capital Opportunity Adv PACOX -1.10 11.67 3.77 14.85 9.96 13.53
Pacific Advisors Large Cap Value A PAGTX 0.00 6.67 2.02 11.85 6.68 10.07
Prudential QMA Defensive Equity A PAMGX -0.28 6.78 3.35 7.47 6.79 9.71
Prudential QMA Defensive Equity Q PAMQX -0.28 7.07 3.49 --- --- ---
T. Rowe Price US Large-Cap Core Adv PAULX -1.01 11.37 2.74 11.75 10.80 14.20
Pax ESG Beta Dividend Fund Indl Inv PAXDX -1.52 6.25 2.01 --- --- ---
Pax Large Cap Fund Individual Investor PAXLX -1.94 8.19 2.31 --- --- ---
Payson Total Return PBFDX -0.72 10.57 3.26 13.61 6.35 9.51
Principal Capital Appreciation R1 PCAMX -0.96 8.99 3.20 11.15 8.17 12.62
Principal Capital Appreciation R2 PCANX -0.94 9.09 3.25 11.32 8.32 12.77
Principal Capital Appreciation R3 PCAOX -0.92 9.22 3.28 11.52 8.52 12.97
Principal Capital Appreciation R4 PCAPX -0.90 9.35 3.34 11.73 8.72 13.18
Principal Capital Appreciation R5 PCAQX -0.90 9.44 3.37 11.87 8.85 13.32
T. Rowe Price Capital Opportunity I PCCOX -1.06 11.93 3.87 --- --- ---
Putnam Investors C PCINX -1.20 8.31 3.25 15.28 6.99 12.47
Pioneer C PCODX -0.39 9.57 4.03 12.22 7.40 11.50
Pioneer Core Equity C PCOTX -0.94 10.88 3.40 15.54 7.00 10.69
T. Rowe Price Dividend Growth I PDGIX -0.93 9.70 3.56 11.31 --- ---
Virtus Rampart Enhanced Core Equity A PDIAX -1.17 9.54 4.05 18.17 10.08 13.29
Prudential QMA Defensive Equity Z PDMZX -0.28 7.00 3.42 7.72 7.06 9.99
Prudential QMA Stock Index I PDSIX -0.99 9.83 3.57 13.45 9.64 13.57
Dreyfus S&P 500 Index PEOPX -1.02 9.61 3.47 13.12 9.27 13.20
Pacific Funds Large-Cap C PFCCX -0.78 8.97 4.29 12.73 --- ---
Pacific Funds Large-Cap Advisor PFCDX -0.69 9.69 4.62 13.77 --- ---
Pacific Funds Large-Cap Investor PFCRX -0.79 9.46 4.42 13.53 --- ---
Pacific Financial Explorer I PFGPX -1.51 8.51 3.16 11.35 6.86 10.86
Pacific Financial Core Equity I PFGQX -1.96 6.06 2.24 11.45 5.75 10.07
Pacific Funds Large-Cap S PFKIX -0.69 9.67 4.56 13.88 --- ---
Pacific Funds Large-Cap A PFLAX -0.69 9.52 4.55 13.50 --- ---
Pacific Financial Explorer Inv PFLPX -1.49 8.09 3.02 10.58 6.09 10.05
Pacific Financial Core Equity Inv PFLQX -2.07 5.52 2.05 10.68 4.97 9.27
Pacific Advisors Large Cap Value C PGCCX 0.00 6.15 1.77 11.03 5.86 9.23
Virtus Rampart Enhanced Core Equity C PGICX -1.25 8.98 3.84 17.27 9.25 12.44
PNC S&P 500 Index A PIIAX -1.04 9.58 3.54 13.18 9.14 13.13
Prudential QMA Defensive Equity C PIMGX -0.35 6.26 3.23 6.65 6.01 8.90
Putnam Investors A PINVX -1.09 8.87 3.46 16.14 7.80 13.33
Pioneer A PIODX -0.31 10.12 4.24 13.14 8.25 12.38
Pioneer R PIORX -0.34 9.83 4.09 12.62 7.83 11.96
Pioneer Core Equity A PIOTX -0.89 11.49 3.61 16.49 7.88 11.64
Virtus KAR Global Quality Dividend I PIPTX -1.88 7.03 0.22 8.46 6.39 10.33
Putnam Investors R6 PIVEX -1.07 9.13 3.55 16.63 8.24 13.82
Putnam Investors R PIVRX -1.14 8.68 3.41 15.86 7.53 13.04
Prudential Jennison Rising Dividend A PJDAX -0.80 7.75 3.49 11.05 7.11 ---
Prudential Jennison Rising Dividend C PJDCX -0.96 7.21 3.30 10.23 6.32 ---
Prudential Jennison Rising Dividend Z PJDZX -0.80 7.87 3.55 11.32 7.37 ---
Prudential Jennison Equity Income R PJERX -0.74 5.73 2.58 6.05 2.86 9.07
Prudential Jennison Equity Opportunity C PJGCX -3.60 2.28 -0.60 11.23 4.85 11.01
Prudential Jennison Equity Opportunity Z PJGZX -3.48 2.96 -0.29 12.36 5.93 12.13
Prudential Jennison Equity Opportunity A PJIAX -3.56 2.75 -0.40 12.01 5.60 11.79
Prudential Jennison Equity Opportunity B PJIBX -3.60 2.28 -0.60 11.23 4.87 11.01
Prudential Jennison Equity Income Q PJIQX -0.68 6.16 2.72 6.70 3.49 9.71
Prudential Jennison Equity Opportunity Q PJOQX -3.47 3.01 -0.29 12.45 --- ---
Prudential Jennison Equity Opportunity R PJORX -3.55 2.61 -0.45 11.83 5.40 11.56
PNC Multi-Factor All Cap A PLEAX -3.44 5.96 2.82 7.86 7.81 11.04
PNC Multi-Factor All Cap C PLECX -3.51 5.50 2.66 7.10 7.10 10.25
PNC Multi-Factor All Cap I PLEIX -3.42 6.16 2.91 8.17 8.12 11.31
Principal Large Cap S&P 500 Index Inst PLFIX -0.99 9.87 3.61 13.53 9.64 13.57
Principal Large Cap S&P 500 Index R3 PLFMX -1.05 9.45 3.43 12.84 9.01 12.91
Principal Large Cap S&P 500 Index R2 PLFNX -1.05 9.28 3.35 12.66 8.81 12.71
Principal Large Cap S&P 500 Index R5 PLFPX -1.04 9.61 3.51 13.17 9.36 13.28
Principal Large Cap S&P 500 Index R4 PLFSX -0.99 9.63 3.48 13.07 9.24 13.14
Principal Large Cap S&P 500 Index C PLICX -1.08 9.10 3.31 12.21 8.41 12.28
Putnam Research R6 PLJMX -0.87 12.55 2.82 16.40 --- ---
Principal Large Cap S&P 500 Index R1 PLPIX -1.06 9.22 3.32 12.48 8.67 12.58
Principal Large Cap S&P 500 Index A PLSAX -1.05 9.59 3.49 13.14 9.29 13.17
Putnam Low Volatility Equity A PLVEX -0.35 5.10 2.35 5.63 3.74 ---
Putnam Low Volatility Equity B PLVFX -0.36 4.59 2.20 4.84 2.96 ---
Putnam Low Volatility Equity C PLVGX -0.45 4.60 2.11 4.80 2.97 ---
Putnam Low Volatility Equity M PLVHX -0.44 4.76 2.18 5.08 3.20 ---
Putnam Low Volatility Equity Y PLVKX -0.35 5.19 2.35 5.86 3.99 ---
PMC Diversified Equity PMDEX -1.43 9.68 2.83 11.96 4.86 9.72
Putnam Multi-Cap Core A PMYAX -1.38 9.24 4.28 17.86 7.82 14.97
Putnam Multi-Cap Core B PMYBX -1.47 8.69 4.08 16.96 7.01 14.13
Putnam Multi-Cap Core C PMYCX -1.47 8.70 4.04 16.98 7.01 14.11
Putnam Multi-Cap Core M PMYMX -1.45 8.90 4.18 17.29 7.29 14.42
Putnam Multi-Cap Core Y PMYYX -1.38 9.43 4.32 18.14 8.08 15.26
Putnam Multi-Cap Core R PMYZX -1.43 9.05 4.20 17.62 7.54 14.69
Putnam Research A PNRAX -0.91 12.20 2.72 15.86 8.79 13.77
Putnam Investors B PNVBX -1.18 8.36 3.28 15.26 7.00 12.47
Putnam Investors M PNVMX -1.16 8.50 3.33 15.59 7.27 12.77
Putnam Investors Y PNVYX -1.11 8.99 3.53 16.45 8.07 13.61
Pin Oak Equity POGSX -4.09 2.64 -0.50 16.09 9.47 14.12
T. Rowe Price Total Equity Market Idx POMIX -1.50 8.92 3.18 13.42 9.14 13.56
PRIMECAP Odyssey Stock POSKX -3.45 10.20 2.37 16.32 10.59 15.03
PNC S&P 500 Index C PPICX -1.11 9.04 3.28 12.31 8.34 12.29
PIMCO StocksPLUS® Admin PPLAX -1.02 10.15 3.56 14.07 9.38 13.91
Virtus KAR Global Quality Dividend A PPTAX -1.88 6.87 0.12 8.16 6.12 10.05
Virtus KAR Global Quality Dividend C PPTCX -1.98 6.35 -0.04 7.32 5.32 9.22
Prudential QMA US Broad Market Index Q PQBMX -1.33 8.98 3.33 --- --- ---
Putnam Research C PRACX -0.97 11.71 2.54 15.02 7.98 12.93
Parnassus Core Equity Investor PRBLX -1.42 6.32 2.74 8.73 7.78 12.96
T. Rowe Price Capital Opportunity PRCOX -1.06 11.85 3.83 15.10 10.26 13.84
T. Rowe Price Dividend Growth PRDGX -0.95 9.61 3.54 11.16 10.50 13.39
T. Rowe Price Equity Index 500 PREIX -1.00 9.78 3.54 13.40 9.54 13.47
Putnam Research B PRFBX -0.97 11.70 2.51 15.00 7.97 12.92
Putnam Research M PRFMX -0.94 11.89 2.58 15.31 8.25 13.20
T. Rowe Price Growth & Income PRGIX -0.96 11.63 2.83 12.28 10.31 13.79
Parnassus Core Equity Institutional PRILX -1.37 6.48 2.82 8.97 8.00 13.17
Putnam Research R PRSRX -0.92 12.06 2.68 15.60 8.52 13.48
T. Rowe Price Equity Index 500 I PRUIX -1.00 9.88 3.59 13.56 --- ---
PNC S&P 500 Index R5 PSFFX -1.03 9.67 3.54 13.38 9.37 ---
Prudential QMA Stock Index A PSIAX -1.03 9.58 3.45 13.06 9.26 13.19
Prudential QMA Stock Index C PSICX -1.08 9.16 3.31 12.38 8.58 12.47
Prudential QMA Stock Index Z PSIFX -1.01 9.78 3.54 13.39 9.58 13.50
PIMCO StocksPLUS® P PSKPX -0.96 10.27 3.59 14.29 9.52 14.07
PIMCO StocksPLUS® Absolute Return C PSOCX -0.96 10.69 3.41 15.90 8.52 12.87
PIMCO StocksPLUS® A PSPAX -1.03 10.07 3.47 13.86 9.17 13.71
PIMCO StocksPLUS® C PSPCX -1.08 9.65 3.31 13.23 8.64 13.15
PIMCO StocksPLUS® D PSPDX -1.03 10.02 3.49 13.85 9.16 13.71
PNC S&P 500 Index R4 PSPEX -0.98 9.71 3.61 13.36 9.39 ---
Principal Large Cap S&P 500 Index J PSPJX -1.00 9.69 3.52 13.20 9.37 13.23
PIMCO StocksPLUS® R PSPRX -1.10 9.91 3.42 13.51 8.89 13.43
PIMCO StocksPLUS® Absolute Return Instl PSPTX -0.97 11.49 3.67 17.18 9.75 14.18
Port Street Quality Growth Institutional PSQGX -0.25 7.91 2.48 6.84 6.18 ---
PIMCO StocksPLUS® Absolute Return D PSTDX -0.99 11.17 3.50 16.69 9.30 13.71
PIMCO StocksPLUS® Instl PSTKX -1.05 10.26 3.59 14.19 9.60 14.16
PNC S&P 500 Index I PSXIX -1.03 9.74 3.53 13.41 9.40 13.38
Prudential QMA Large-Cap Core Equity Z PTEZX -1.14 9.15 4.12 13.03 9.18 13.38
Prudential QMA Large-Cap Core Equity A PTMAX -1.22 8.95 4.03 12.79 8.91 13.10
Prudential QMA Large-Cap Core Equity B PTMBX -1.26 8.44 3.84 11.89 8.09 12.26
Prudential QMA Large-Cap Core Equity C PTMCX -1.26 8.43 3.84 11.87 8.08 12.26
Prudential QMA Large-Cap Core Equity Q PTMQX -1.19 9.20 4.12 --- --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX -0.98 11.29 3.56 16.75 9.31 13.72
PIMCO StocksPLUS® Absolute Return P PTOPX -0.98 11.47 3.60 17.09 9.64 14.05
PIMCO StocksPLUS® Absolute Return R PTORX -0.98 11.16 3.55 16.50 --- ---
Putnam Research Y PURYX -0.87 12.42 2.80 16.16 9.07 14.06
Pioneer Core Equity Y PVFYX -0.83 11.66 3.68 16.80 8.20 11.97
Virtus Sector Trend A PWBAX -1.09 6.89 3.69 4.04 1.08 8.03
Virtus Sector Trend C PWBCX -1.11 6.35 3.49 3.26 0.33 7.21
Principal Capital Appreciation Inst PWCIX -0.88 9.58 3.42 12.13 9.12 13.60
Pax ESG Beta Quality Institutional PWGIX -0.48 9.80 4.04 12.36 8.30 12.30
Pax ESG Beta Dividend Fund Institutional PXDIX -1.52 6.42 2.08 --- --- ---
Pax ESG Beta Quality A PXGAX -0.43 9.67 4.00 12.09 8.05 ---
Virtus Rampart Enhanced Core Equity I PXIIX -1.18 9.70 4.13 18.43 10.35 13.55
Pax Large Cap Fund Institutional PXLIX -1.85 8.37 2.38 --- --- ---
Pax ESG Beta Quality Individual Investor PXWGX -0.49 9.63 3.97 12.08 8.04 12.04
Pioneer Y PYODX -0.28 10.33 4.32 13.38 8.56 12.71
Federated MDT Large Cap Growth A QALGX -1.26 10.29 2.68 14.04 5.92 12.25
Federated MDT Large Cap Growth B QBLGX -1.30 9.76 2.50 13.22 5.12 11.41
AQR Large Cap Multi-Style I QCELX -0.31 11.91 5.24 18.11 8.06 ---
AQR Large Cap Multi-Style N QCENX -0.31 11.73 5.20 17.85 7.81 ---
AQR Large Cap Multi-Style R6 QCERX -0.25 11.98 5.31 18.27 8.15 ---
Federated MDT Large Cap Growth C QCLGX -1.27 9.80 2.50 13.27 5.13 11.41
Pear Tree Quality Institutional QGIAX -0.89 17.06 3.96 14.70 11.17 12.26
Federated MDT Large Cap Growth Instl QILGX -1.21 10.43 2.76 14.35 6.21 12.52
AQR Large Cap Relaxed Constraint Eq I QLRIX -0.64 9.50 5.35 --- --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX -0.64 9.30 5.26 --- --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX -0.64 9.50 5.35 --- --- ---
AQR TM Large Cap Multi-Style I QTLLX -0.26 12.02 5.43 18.11 --- ---
AQR TM Large Cap Multi-Style N QTLNX -0.26 11.84 5.35 17.92 --- ---
AQR TM Large Cap Multi-Style R6 QTLRX -0.26 12.12 5.42 18.28 --- ---
AQR Large Cap Defensive Style R6 QUERX 0.00 11.60 3.91 14.23 --- ---
Victory RS Large Cap Alpha R RCEKX -1.86 6.12 2.90 12.60 5.98 12.60
Victory RS Large Cap Alpha Y RCEYX -1.80 6.50 3.05 13.21 6.58 13.28
T. Rowe Price US Large-Cap Core I RCLIX -0.96 11.64 2.77 --- --- ---
Victory RS Large Cap Alpha C RCOCX -1.91 5.82 2.80 12.07 5.50 12.10
Columbia Disciplined Core C RDCEX -0.36 9.75 4.15 13.08 7.98 12.08
Columbia Disciplined Core T RDEWX -0.26 10.20 4.32 13.91 8.81 12.92
Russell Inv US Core Equity E REAEX -1.57 8.81 3.15 13.45 8.68 12.76
Russell Inv US Core Equity I REASX -1.55 9.01 3.20 13.80 9.04 13.13
Russell Inv US Core Equity Y REAYX -1.55 --- 3.24 --- --- ---
Russell Inv US Defensive Equity I REDSX -0.40 8.44 3.29 10.52 9.40 12.48
Aspiration Redwood REDWX -2.36 12.55 3.53 21.64 --- ---
Russell Inv US Defensive Equity A REQAX -0.42 8.22 3.22 10.19 9.04 12.11
Russell Inv US Defensive Equity C REQCX -0.50 7.71 3.00 9.35 8.23 11.28
Russell Inv US Defensive Equity E REQEX -0.44 8.22 3.20 10.17 9.04 12.11
Russell Inv US Core Equity C REQSX -1.61 8.33 2.97 12.62 7.88 11.92
Russell Inv US Defensive Equity S REQTX -0.40 8.42 3.28 10.47 9.32 12.39
Glenmede Responsible ESG US Equity RESGX -1.93 9.03 3.91 15.77 --- ---
Russell Inv US Defensive Equity Y REUYX -0.38 8.54 3.33 10.69 9.53 12.61
American Funds Fundamental Invs R2E RFEBX -0.92 10.88 3.26 15.03 --- ---
American Funds Fundamental Invs R1 RFNAX -0.94 10.67 3.17 14.66 9.50 13.14
American Funds Fundamental Invs R2 RFNBX -0.94 10.68 3.17 14.68 9.52 13.18
American Funds Fundamental Invs R3 RFNCX -0.90 10.99 3.29 15.17 9.99 13.65
American Funds Fundamental Invs R4 RFNEX -0.88 11.20 3.37 15.53 10.32 14.00
American Funds Fundamental Invs R5 RFNFX -0.85 11.41 3.45 15.88 10.65 14.34
American Funds Fundamental Invs R6 RFNGX -0.85 11.44 3.47 15.95 10.71 14.40
American Funds Fundamental Invs R5E RFNHX -0.87 11.33 3.43 15.73 --- ---
RiverPark Focused Value Retail RFVFX -3.83 11.21 4.03 14.67 --- ---
RiverPark Focused Value Institutional RFVIX -3.73 11.47 4.15 14.98 --- ---
American Funds Invmt Co of Amer R2E RIBEX -1.98 7.29 1.83 9.86 --- ---
American Funds Invmt Co of Amer R1 RICAX -2.02 7.07 1.78 9.52 7.16 11.91
American Funds Invmt Co of Amer R2 RICBX -2.01 7.09 1.78 9.51 7.19 11.94
American Funds Invmt Co of Amer R3 RICCX -1.98 7.37 1.88 10.01 7.64 12.40
American Funds Invmt Co of Amer R4 RICEX -1.96 7.57 1.95 10.33 7.97 12.76
American Funds Invmt Co of Amer R5 RICFX -1.93 7.80 2.02 10.69 8.30 13.10
American Funds Invmt Co of Amer R6 RICGX -1.90 7.82 2.04 10.73 8.35 13.15
American Funds Invmt Co of Amer R5E RICHX -1.93 7.75 2.00 10.57 --- ---
Russell Inv US Large Cap Equity C RLCCX -1.54 7.68 2.75 11.09 7.35 11.51
Russell Inv US Large Cap Equity S RLCSX -1.53 8.30 2.97 12.19 8.43 12.61
Russell Inv US Large Cap Equity A RLCZX -1.53 8.19 2.92 11.88 8.16 12.33
Russell Inv US Core Equity S RLISX -1.55 9.03 3.23 13.77 8.97 13.05
Lazard US Equity Concentrated R6 RLUEX -0.71 7.90 0.59 --- --- ---
Lazard US Strategic Equity R6 RLUSX -1.26 8.08 1.78 10.61 6.84 ---
Columbia Disciplined Core K RQEYX -0.26 10.31 4.42 14.10 8.88 13.05
T. Rowe Price Capital Opportunity R RRCOX -1.11 11.51 3.69 14.50 9.65 13.19
Russell Inv US Strategic Equity A RSEAX -1.56 7.89 2.83 13.20 8.06 12.25
Russell Inv US Strategic Equity C RSECX -1.64 7.41 2.65 12.38 7.24 11.40
Russell Inv US Strategic Equity E RSEEX -1.56 7.91 2.82 13.14 8.03 12.23
Russell Inv US Strategic Equity S RSESX -1.56 8.09 2.89 13.48 8.32 12.51
Russell Inv US Dynamic Equity A RSGAX -2.36 6.91 2.57 16.93 8.50 12.99
Russell Inv US Dynamic Equity C RSGCX -2.31 6.42 2.42 16.23 7.71 12.16
Russell Inv US Dynamic Equity E RSGEX -2.35 6.89 2.57 17.01 8.47 12.97
Russell Inv US Dynamic Equity I RSGIX -2.28 7.10 2.63 17.30 8.83 13.36
Russell Inv US Dynamic Equity S RSGSX -2.33 7.03 2.59 17.26 8.75 13.26
Russell Inv US Dynamic Equity Y RSGTX -2.29 7.21 2.68 17.54 8.98 13.49
Columbia Disciplined Core R5 RSIPX -0.18 10.56 4.53 14.41 9.17 13.34
State Farm S&P 500 Index R3 RSPHX -1.02 9.63 3.48 13.10 9.22 13.13
State Farm S&P 500 Index R1 RSPOX -1.02 9.48 3.44 12.74 8.73 12.61
State Farm S&P 500 Index R2 RSPTX -1.03 9.53 3.51 12.92 8.96 12.82
Russell Inv US Core Equity A RSQAX -1.57 8.82 3.15 13.47 8.69 12.76
Russell Inv Select US Equity R6 RTDRX -1.10 9.04 3.57 14.20 --- ---
Russell Inv Select US Equity S RTDSX -1.10 8.93 3.54 14.01 --- ---
Russell Inv Select US Equity T RTDTX -1.10 9.05 3.57 14.21 --- ---
Russell Inv Select US Equity Y RTDYX -1.02 9.16 3.67 14.25 9.58 ---
Russell Inv US Strategic Equity T RUSTX -1.48 --- 2.92 --- --- ---
Redwood AlphaFactor Core Equity I RWAIX -1.32 --- 4.06 --- --- ---
Redwood AlphaFactor Core Equity N RWANX -1.32 --- 4.06 --- --- ---
Redwood AlphaFactor Tactical Core I RWTIX -1.39 --- 4.06 --- --- ---
Redwood AlphaFactor Tactical Core N RWTNX -1.39 --- 4.06 --- --- ---
Rydex S&P 500 A RYSOX -1.10 8.84 3.21 11.82 7.99 11.88
Rydex S&P 500 H RYSPX -1.12 8.84 3.19 11.79 7.97 11.88
Rydex S&P 500 C RYSYX -1.16 8.34 3.01 10.97 7.18 11.04
SA US Core Market Select SAALX -1.23 --- --- --- --- ---
Spirit of America Large Cap Value C SACVX -1.18 8.07 2.91 11.10 --- ---
JPMorgan SmartAllocation Equity A SAEAX -1.07 11.43 3.34 12.61 6.03 10.01
JPMorgan SmartAllocation Equity C SAECX -1.11 11.07 3.17 12.04 5.50 9.45
SA US Core Market Investor SAMKX -1.23 9.29 3.22 13.21 8.52 12.88
ClearBridge Appreciation B SAPBX -0.23 8.43 3.28 9.98 7.22 10.58
ClearBridge Appreciation C SAPCX -0.23 8.73 3.42 10.51 7.71 11.04
ClearBridge Appreciation I SAPYX -0.09 9.41 3.69 11.64 8.81 12.19
ClearBridge Dividend Strategy C SBPLX -0.18 8.85 3.78 11.34 7.63 10.65
AmericaFirst Large Cap Shr Buyback A SBQAX -0.29 --- 2.58 --- --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX -0.19 --- 2.87 --- --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX -0.39 --- 2.48 --- --- ---
QS S&P 500 Index D SBSDX -0.99 9.75 3.53 13.28 9.42 13.35
QS S&P 500 Index A SBSPX -1.04 9.58 3.46 13.06 9.21 13.14
Deutsche Core Equity S SCDGX -1.32 9.39 3.11 14.22 10.27 15.20
SEI Large Cap Disciplined Eq A (SIIT) SCPAX -1.06 9.00 3.14 12.28 9.41 13.65
Deutsche S&P 500 Index S SCPIX -0.99 9.70 3.54 13.26 9.42 13.35
Sentinel Common Stock R6 SCRLX -0.56 11.49 3.78 15.05 --- ---
Sentinel Common Stock C SCSCX -0.65 10.65 3.46 13.72 8.54 12.01
SEI Dynamic Asset Allocation A (SIIT) SDLAX -0.90 9.75 3.18 16.17 12.68 14.27
Sit Dividend Growth I SDVGX -1.41 8.42 2.93 11.20 8.55 11.97
Sit Dividend Growth S SDVSX -1.42 8.18 2.88 10.89 8.26 11.68
SEI Dynamic Asset Allocation F (SIMT) SDYAX -0.93 9.35 3.09 15.43 --- ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX -0.85 9.54 3.08 15.65 --- ---
Guggenheim StylePlus - Large Core A SECEX -1.06 9.86 3.72 13.85 9.95 13.14
Steward Large Cap Enhanced Index Inst SEECX -1.31 9.23 3.86 12.85 7.71 13.66
Steward Large Cap Enhanced Index Indv SEEKX -1.33 9.04 3.77 12.49 7.35 13.27
Sentinel Common Stock A SENCX -0.58 11.21 3.67 14.61 9.40 12.90
SEI S&P 500 Index Y (SIMT) SETYX -1.01 9.78 3.55 13.40 --- ---
Guggenheim StylePlus - Large Core C SFECX -1.09 9.31 3.54 12.91 8.96 12.09
Guggenheim StylePlus - Large Core P SFEPX -1.07 9.85 3.70 13.68 --- ---
State Farm S&P 500 Index Instl SFXIX -1.02 9.67 3.53 13.24 9.31 13.21
Summit GI US Low Volatility Equity C SGICX 0.27 5.91 3.15 5.16 --- ---
Columbia Contrarian Core V SGIEX -1.00 11.42 3.65 12.90 9.47 14.25
ClearBridge Appreciation A SHAPX -0.13 9.20 3.62 11.32 8.48 11.83
Stone Harbor 500 Plus Instl SHERX -0.91 --- 3.82 --- --- ---
Sentinel Common Stock I SICWX -0.58 11.40 3.74 14.95 9.70 13.23
State Street Instl S&P 500 Index Inv SIDIX -1.03 9.82 3.53 13.49 9.65 13.60
State Street Instl S&P 500 Index Svc SIDSX -1.01 9.66 3.46 13.26 9.38 13.32
Summit GI US Low Volatility Equity I SILVX 0.39 6.46 3.30 6.17 9.34 12.19
Selected American Shares D SLADX -2.70 8.36 2.60 15.03 9.00 13.09
Selected American Shares S SLASX -2.73 8.11 2.52 14.67 8.63 12.71
SEI Large Cap A (SIIT) SLCAX -1.05 8.41 4.02 12.75 7.34 12.76
Selective Opportunity SLCTX -1.06 --- 0.88 --- --- ---
Saratoga Large Capitalization Value I SLCVX -1.44 3.71 3.94 10.78 2.43 12.05
State Farm Equity Premier SLEAX -0.93 9.98 4.09 14.11 8.84 13.31
State Farm Equity B Legacy SLEBX -0.93 9.90 4.10 13.81 8.42 12.86
State Farm Equity Instl SLEIX -0.96 10.08 4.05 14.22 9.04 13.54
SEI Large Cap F (SIMT) SLGAX -1.34 8.68 3.83 12.75 7.00 12.13
State Farm S&P 500 Index Premier SLIAX -1.02 9.70 3.54 13.19 9.11 12.99
State Farm S&P 500 Index B Legacy SLIBX -1.06 9.48 3.45 12.70 8.68 12.53
Saratoga Large Capitalization Value C SLVCX -1.52 3.07 3.67 9.68 1.44 10.95
Saratoga Large Capitalization Value A SLVYX -1.49 3.46 3.79 10.32 2.03 11.65
SEI Large Cap Y (SIMT) SLYCX -1.27 8.89 3.96 13.11 --- ---
JPMorgan SmartAllocation Equity I SMESX -1.02 11.57 3.41 12.90 6.30 10.28
Columbia Contrarian Core Z SMGIX -0.99 11.60 3.72 13.18 9.75 14.57
Smead Value Investor SMVLX -0.16 11.33 5.98 14.93 8.17 14.33
Schroder North American Equity Inv SNAEX -1.36 7.04 2.77 11.50 8.52 12.61
State Farm Equity A SNEAX -0.87 10.02 4.08 14.14 8.85 13.29
State Farm Equity B SNEBX -0.98 9.79 4.02 13.55 8.13 12.54
State Farm S&P 500 Index A SNPAX -1.03 9.58 3.50 13.03 9.08 12.96
State Farm S&P 500 Index B SNPBX -1.02 9.38 3.48 12.57 8.41 12.21
Schwab 1000 Index® SNXFX -1.14 9.64 3.49 13.43 9.18 13.38
Spirit of America Large Cap Value A SOAVX -1.14 8.53 3.05 11.92 6.42 9.91
ClearBridge Dividend Strategy A SOPAX -0.13 9.31 3.91 12.14 8.36 11.43
ClearBridge Dividend Strategy B SOPTX -0.18 8.60 3.64 11.02 7.41 10.52
ClearBridge Dividend Strategy I SOPYX -0.08 9.52 4.02 12.48 8.70 11.78
Shelton S&P 500 Index Direct SPFIX -1.06 9.54 3.49 13.34 9.53 13.46
Invesco S&P 500 Index A SPIAX -1.05 9.57 3.44 13.05 9.18 13.12
Invesco S&P 500 Index B SPIBX -1.11 9.04 3.24 12.15 8.36 12.26
Invesco S&P 500 Index C SPICX -1.09 9.02 3.24 12.18 8.37 12.26
Invesco S&P 500 Index Y SPIDX -1.00 9.75 3.52 13.31 9.47 13.39
SEI S&P 500 Index I (SIMT) SPIIX -1.03 9.51 3.43 12.94 9.13 13.05
SEI S&P 500 Index A (SIIT) SPINX -1.03 9.89 3.57 13.61 9.77 ---
Invesco S&P 500 Index R6 SPISX -1.03 --- 3.51 --- --- ---
Prudential QMA Defensive Equity R SPMRX -0.28 6.71 3.36 7.22 6.56 9.44
Prudential Jennison Equity Income A SPQAX -0.74 5.92 2.64 6.32 3.10 9.32
Shelton S&P 500 Index K SPXKX -1.08 9.22 3.36 12.79 8.99 12.89
State Farm Equity R3 SREHX -0.96 10.06 4.05 14.17 9.01 13.48
State Farm Equity R1 SREOX -0.97 9.91 4.08 13.83 8.53 12.93
State Farm Equity R2 SRETX -0.97 9.94 3.98 13.91 8.69 13.15
MFS Equity Opportunities A SRFAX -2.63 7.57 2.65 9.94 6.56 13.53
MFS Equity Opportunities B SRFBX -2.70 7.07 2.46 9.11 5.76 12.68
MFS Equity Opportunities C SRFCX -2.70 7.06 2.46 9.10 5.75 12.69
MFS Equity Opportunities R1 SRFDX -2.70 7.05 2.43 9.10 5.75 12.68
MFS Equity Opportunities R2 SRFEX -2.64 7.41 2.60 9.69 6.29 13.26
MFS Equity Opportunities R3 SRFFX -2.61 7.57 2.66 9.95 6.55 13.54
MFS Equity Opportunities R4 SRFGX -2.59 7.74 2.73 10.24 6.82 13.82
MFS Equity Opportunities R6 SRFHX -2.61 7.79 2.72 10.31 6.93 13.92
MFS Equity Opportunities I SRFIX -2.62 7.72 2.71 10.22 6.82 13.81
Sarofim Equity SRFMX -0.53 13.78 4.24 14.27 6.65 ---
Gabelli ESG A SRIAX -0.81 7.02 2.39 6.67 6.33 9.47
Gabelli ESG C SRICX -0.87 6.56 2.21 5.89 5.55 8.66
Gabelli ESG I SRIDX -0.80 7.14 2.40 6.94 6.60 9.75
Gabelli ESG AAA SRIGX -0.87 7.01 2.32 6.66 6.33 9.47
Victory Diversified Stock A SRVEX -1.87 8.80 3.58 8.58 4.55 10.82
State Street Equity 500 Index II SSEYX -1.04 9.81 3.58 13.57 9.79 ---
State Street Equity 500 Index R SSFRX -1.11 9.41 3.42 12.90 9.02 12.96
SEI S&P 500 Index F (SIMT) SSPIX -1.01 9.66 3.50 13.22 9.38 13.30
State Street Equity 500 Index A SSSVX -1.06 9.51 3.46 12.63 --- ---
State Street Equity 500 Index I SSSWX -1.05 9.61 3.51 13.34 --- ---
State Street Equity 500 Index K SSSYX -1.05 9.77 3.56 13.10 --- ---
Victory Special Value A SSVSX -1.89 8.07 3.56 7.71 4.35 8.70
State Street Equity 500 Index Svc STBIX -1.06 9.62 3.51 13.31 9.41 13.34
Stralem Equity STEFX -1.76 9.35 2.44 8.81 7.27 10.45
State Street Equity 500 Index Adm STFAX -1.05 9.67 3.56 13.41 9.51 13.45
State Farm Growth STFGX -1.16 5.30 1.53 7.85 7.10 10.81
SEI Tax-Managed Large Cap Y (SIMT) STLYX -1.32 8.42 3.29 12.77 --- ---
BlackRock Exchange BlackRock STSEX -0.68 6.34 3.31 11.07 7.13 10.20
State Street Instl US Equity Inv SUSIX -1.03 11.33 3.36 14.67 7.86 13.16
State Street Instl US Equity Svc SUSSX -1.04 11.24 3.39 14.43 7.60 13.04
Deutsche Core Equity A SUWAX -1.37 9.19 3.02 13.84 9.95 14.86
Deutsche Core Equity C SUWCX -1.43 8.63 2.82 12.94 9.10 13.98
Deutsche Core Equity Institutional SUWIX -1.31 9.43 3.15 14.23 10.32 15.27
Deutsche Core Equity R SUWTX -1.39 8.90 2.90 13.38 9.52 14.29
Deutsche Core Equity T SUWUX -1.37 --- --- --- --- ---
Deutsche Core Equity R6 SUWZX -1.31 9.47 3.12 14.30 --- ---
Smead Value A SVFAX -0.16 11.35 5.99 14.99 8.18 ---
Smead Value R1 SVFDX -0.19 11.14 5.92 14.63 --- ---
Smead Value I1 SVFFX -0.14 11.50 6.03 15.22 8.46 14.63
Smead Value R2 SVFKX -0.16 11.21 5.94 14.72 --- ---
Smead Value Y SVFYX -0.11 11.60 6.07 15.38 --- ---
SSgA S&P 500 Index N SVSPX -0.98 9.86 3.58 13.52 9.66 13.58
Schwab Core Equity SWANX -0.91 11.99 4.28 16.04 8.79 12.95
Schwab® S&P 500 Index SWPPX -0.97 9.94 3.61 13.60 9.73 13.66
Schwab Total Stock Market Index SWTSX -1.43 8.98 3.24 13.43 9.19 13.50
Deutsche S&P 500 Index A SXPAX -1.03 9.53 3.48 12.98 9.12 13.02
Deutsche S&P 500 Index C SXPCX -1.10 9.02 3.27 12.14 8.35 12.25
Deutsche S&P 500 Index R6 SXPRX -0.99 --- 3.52 --- --- ---
Touchstone Large Cap A TACLX -0.50 7.93 3.36 12.02 6.76 ---
T. Rowe Price Dividend Growth Advisor TADGX -0.98 9.43 3.47 10.87 10.21 13.09
JHancock Fundamental Large Cap Core A TAGRX -0.97 10.85 4.24 16.26 10.22 13.75
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX -1.76 9.14 3.45 13.61 --- ---
TIAA-CREF Equity Index Premier TCEPX -1.42 8.88 3.21 13.30 9.12 13.44
TIAA-CREF Equity Index Advisor TEIHX -1.36 8.98 3.26 13.46 --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX -1.85 8.97 3.37 13.28 --- ---
Touchstone Large Cap C TFCCX -0.59 7.46 3.14 11.18 5.99 ---
Touchstone Focused C TFFCX -1.79 5.23 2.19 8.70 6.81 13.06
Touchstone Focused Instl TFFIX -1.68 5.97 2.48 9.96 8.03 14.33
Touchstone Focused Y TFFYX -1.71 5.92 2.45 9.85 7.91 14.20
Touchstone Focused A TFOAX -1.72 5.74 2.39 9.56 7.62 13.90
TCW Focused Equities I TGFFX -3.26 2.54 0.60 3.48 3.45 11.80
TCW Focused Equities N TGFVX -3.25 2.57 0.66 3.52 3.46 11.86
T. Rowe Price Growth & Income I TGTIX -0.96 11.71 2.83 --- --- ---
TCW New America Premier Equities N TGUNX -0.79 22.73 5.76 26.53 --- ---
TCW New America Premier Equities I TGUSX -0.79 22.73 5.76 26.53 --- ---
Thompson LargeCap THPGX -3.71 4.97 1.04 10.72 6.82 12.77
TIAA-CREF Social Choice Eq Advisor TICHX -1.75 8.73 3.22 13.26 --- ---
TIAA-CREF Social Choice Eq Retail TICRX -1.76 8.59 3.19 13.03 7.66 12.85
TIAA-CREF Equity Index Instl TIEIX -1.42 8.98 3.26 13.47 9.28 13.62
TIAA-CREF Equity Index Retail TINRX -1.39 8.82 3.20 13.19 8.98 13.30
TIAA-CREF Equity Index R TIQRX -1.40 8.85 3.21 13.22 9.02 13.33
TIAA-CREF S&P 500 Index Advisor TISAX -1.02 9.82 3.57 13.49 --- ---
TIAA-CREF Social Choice Eq Instl TISCX -1.75 8.79 3.22 13.26 7.95 13.16
TIAA-CREF S&P 500 Index Instl TISPX -0.98 9.90 3.56 13.60 9.76 13.68
Touchstone Large Cap Institutional TLCIX -0.50 8.18 3.44 12.41 7.12 ---
Touchstone Large Cap Y TLCYX -0.41 8.18 3.53 12.32 7.04 ---
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX -1.85 8.96 3.37 13.22 --- ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX -1.37 8.24 3.19 12.49 6.61 12.07
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX -1.76 9.24 3.45 13.63 --- ---
Tocqueville TOCQX -1.70 7.48 2.45 10.84 6.20 11.55
Toreador Core Retail TORLX -2.19 7.27 3.64 18.17 6.98 14.72
Toreador Core Institutional TORZX -2.18 7.47 3.70 18.56 7.26 15.00
Toreador Select Investor TOSLX 0.57 --- 5.02 --- --- ---
Toreador Select Institutional TOSZX 0.66 --- 5.11 --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX -1.84 9.03 3.35 13.44 --- ---
Patriot A TRFAX -1.50 6.96 2.49 11.48 9.10 12.28
Patriot C TRFCX -1.50 6.55 2.33 10.69 8.31 11.47
Patriot I TRFTX -1.47 7.19 2.58 11.80 9.41 12.57
T. Rowe Price Instl US Structured Rsrch TRISX -1.05 11.93 3.85 15.26 10.39 13.98
TIAA-CREF Social Choice Eq Premier TRPSX -1.76 8.69 3.17 13.09 7.78 12.98
SEI S&P 500 Index E (SIMT) TRQIX -1.00 9.78 3.54 13.41 9.57 13.51
TIAA-CREF Social Choice Eq Retire TRSCX -1.78 8.60 3.12 13.00 7.67 12.87
TIAA-CREF S&P 500 Index Retire TRSPX -0.99 9.75 3.55 13.32 9.48 13.39
T. Rowe Price US Large-Cap Core TRULX -1.01 11.49 2.77 12.03 11.03 14.37
JHancock Fundamental Large Cap Core B TSGWX -1.03 10.32 4.04 15.41 9.40 12.90
Transamerica Stock Index R4 TSTFX -1.05 9.70 3.54 13.32 9.50 13.44
Transamerica Stock Index R TSTRX -1.05 --- 3.39 --- --- ---
Thornburg Value A TVAFX -1.11 14.74 3.45 18.35 9.85 15.85
Thornburg Value C TVCFX -1.18 14.21 3.26 17.49 9.03 14.97
Thornburg Value I TVIFX -1.08 15.03 3.55 18.83 10.28 16.30
Thornburg Value R4 TVIRX -1.09 14.86 3.50 18.53 10.00 16.01
Thornburg Value R3 TVRFX -1.10 14.76 3.46 18.39 9.88 15.89
Thornburg Value R5 TVRRX -1.08 15.03 3.56 18.83 10.29 16.30
USAA Growth & Income Institutional UIGIX -2.43 8.61 2.58 16.39 --- ---
Pear Tree Quality Ordinary USBOX -0.95 16.84 3.88 14.34 10.88 11.95
USAA Growth & Income Adviser USGIX -2.47 8.35 2.49 16.02 8.09 12.70
USAA Growth & Income USGRX -2.42 8.57 2.60 16.35 8.39 13.04
USAA S&P 500 Index Reward USPRX -1.00 9.83 3.55 13.48 9.65 13.59
USAA S&P 500 Index Member USSPX -1.00 9.78 3.55 13.41 9.54 13.47
Invesco Equally-Wtd S&P 500 A VADAX -2.27 6.68 2.26 10.44 7.86 13.66
Invesco Equally-Wtd S&P 500 B VADBX -2.32 6.17 2.07 9.62 7.05 12.81
Invesco Equally-Wtd S&P 500 C VADCX -2.33 6.16 2.07 9.58 7.07 12.82
Invesco Equally-Wtd S&P 500 Y VADDX -2.25 6.85 2.33 10.74 8.13 13.95
Invesco Equally-Wtd S&P 500 R6 VADFX -2.22 6.94 2.37 10.88 8.27 ---
Invesco Equally-Wtd S&P 500 R VADRX -2.30 6.51 2.20 10.17 7.59 13.37
Virtus Equity Trend A VAPAX -2.67 7.71 2.34 5.72 -1.82 5.12
Virtus Equity Trend C VAPCX -2.69 7.28 2.18 5.05 -2.49 4.38
Virtus Equity Trend I VAPIX -2.65 7.91 2.40 5.92 -1.59 5.37
Virtus Sector Trend I VARIX -1.01 7.09 3.79 4.32 1.36 8.30
VALIC Company I Core Equity VCCEX -1.11 7.65 3.10 15.50 8.00 12.96
VALIC Company I Growth & Income VCGAX -1.09 9.57 3.16 13.80 9.15 13.20
Voya Corporate Leaders 100 R6 VCLRX -0.78 7.92 3.86 12.32 --- ---
VALIC Company II Socially Responsible VCSRX -1.49 8.48 3.13 11.34 9.15 13.97
Vanguard Dividend Appreciation Index Adm VDADX -1.10 9.69 3.06 10.42 8.88 ---
Vanguard Dividend Appreciation Index Inv VDAIX -1.10 9.62 3.05 10.31 8.77 11.53
Vanguard Dividend Growth Inv VDIGX -0.35 10.16 3.80 9.14 9.37 12.42
Victory Diversified Stock C VDSCX -1.95 8.24 3.42 7.70 3.70 9.92
Victory Diversified Stock I VDSIX -1.82 8.99 3.70 8.92 4.85 11.12
Victory Diversified Stock R6 VDSRX -1.82 9.01 3.71 8.96 4.88 ---
Victory Diversified Stock Y VDSYX -1.82 8.96 3.68 8.80 4.79 ---
Vanguard 500 Index Institutional Select VFFSX -0.98 9.95 3.61 13.69 --- ---
Vanguard 500 Index Admiral VFIAX -0.99 9.92 3.60 13.65 9.78 13.72
Vanguard 500 Index Investor VFINX -0.99 9.86 3.58 13.54 9.67 13.60
Vanguard FTSE Social Index I VFTNX -1.25 11.45 3.85 15.38 10.51 15.67
Vanguard FTSE Social Index Inv VFTSX -1.25 11.40 3.83 15.27 10.40 15.56
Vanguard Growth & Income Adm VGIAX -1.05 8.68 3.65 13.01 9.69 13.87
USA Mutuals Vice A VICAX -0.54 12.95 1.43 10.84 7.69 12.55
USA Mutuals Vice C VICCX -0.58 12.48 1.30 10.05 6.88 11.72
USA Mutuals Vice Investor VICEX -0.50 12.97 1.46 10.87 7.70 12.56
USA Mutuals Vice Institutional VICVX -0.50 13.18 1.54 11.17 7.95 ---
Victory Institutional Diversified Stock VIDSX -1.81 8.90 3.78 8.73 4.74 11.10
Vanguard Institutional Index Instl Pl VIIIX -0.98 9.94 3.61 13.67 9.82 13.76
Vanguard Institutional Index I VINIX -0.99 9.93 3.60 13.65 9.79 13.73
Vanguard Instl Ttl Stk Mkt Idx I VITNX -1.43 8.98 3.26 13.41 9.28 13.64
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX -1.41 8.99 3.27 13.46 9.30 13.67
Vanguard Total Stock Market Idx I VITSX -1.43 9.01 3.26 13.43 9.25 13.60
Vanguard Large Cap Index Investor VLACX -1.01 10.03 3.61 13.69 9.44 13.55
Vanguard Large Cap Index Admiral VLCAX -1.00 10.11 3.64 13.83 9.57 13.70
VALIC Company I Large Cap Core VLCCX -1.03 11.31 3.68 12.81 9.68 14.63
Vanguard Large Cap Index Institutional VLISX -1.00 10.11 3.64 13.84 9.58 13.71
Vanguard Mega Cap Index Institutional VMCTX -0.71 10.49 3.92 14.35 9.89 13.72
Voya Multi-Manager Large Cp Core Port R6 VPMMX -0.78 9.81 3.55 12.75 --- ---
Voya US Stock Index P2 VPSPX -0.96 --- 3.58 --- --- ---
Vanguard Growth & Income Inv VQNPX -1.06 8.63 3.62 12.89 9.58 13.74
Vanguard Russell 1000 Index I VRNIX -1.09 9.65 3.48 13.51 9.34 13.66
Virtus Equity Trend R6 VRPAX -2.71 7.96 2.39 6.07 --- ---
Vanguard Russell 3000 Index I VRTTX -1.38 8.96 3.26 13.44 9.21 13.56
Vanguard Total Stock Mkt Idx Instl Pls VSMPX -1.43 9.03 3.26 13.45 --- ---
Victory Special Value I VSPIX -1.87 8.06 3.61 7.77 4.52 8.92
VALIC Company I Stock Index VSTIX -1.02 9.69 3.51 13.27 9.44 13.37
Vanguard Total Stock Mkt Idx Instl Sel VSTSX -1.43 9.04 3.27 13.47 --- ---
Victory Special Value C VSVCX -1.96 7.45 3.37 6.77 3.42 7.75
Victory Special Value R VSVGX -1.93 7.87 3.48 7.41 4.06 8.38
Victory Special Value Y VSVYX -1.88 8.22 3.63 8.00 4.63 ---
Vanguard Tax-Managed Capital App I VTCIX -1.05 10.19 3.65 14.47 9.77 14.04
Vanguard Tax-Managed Capital App Adm VTCLX -1.06 10.17 3.64 14.45 9.73 14.00
Vanguard Total Stock Mkt Idx Adm VTSAX -1.43 9.01 3.26 13.42 9.24 13.59
Vanguard Total Stock Mkt Idx Inv VTSMX -1.43 8.96 3.23 13.33 9.13 13.46
Vulcan Value Partners VVPLX -3.33 8.91 2.97 13.03 5.59 12.24
Westfield Capital Dividend Growth Inv WCDGX -1.64 7.57 2.99 11.46 6.65 ---
Westfield Capital Dividend Growth Instl WDIVX -1.65 7.79 3.09 11.70 6.91 ---
Waddell & Reed Dividend Opps A WDVAX -2.40 5.09 2.00 7.03 4.45 9.40
Waddell & Reed Dividend Opps B WDVBX -2.47 4.30 1.70 5.70 3.23 8.14
Waddell & Reed Dividend Opps C WDVCX -2.38 4.56 1.83 6.24 3.60 8.49
Waddell & Reed Dividend Opps Y WDVYX -2.33 5.24 2.07 7.34 4.77 9.75
TETON Westwood Equity A WEECX -0.83 7.35 3.38 10.49 7.51 11.52
TETON Westwood Equity I WEEIX -0.75 7.78 3.62 11.07 8.07 12.05
TETON Westwood Equity C WEQCX -0.87 7.11 3.39 10.06 7.01 10.97
TETON Westwood Equity AAA WESWX -0.75 7.59 3.53 10.85 7.82 11.82
Wells Fargo Index A WFILX -1.01 9.65 3.49 13.18 9.30 13.19
Wells Fargo Index C WFINX -1.08 9.14 3.29 12.32 8.48 12.34
Wells Fargo Index Admin WFIOX -1.00 9.79 3.55 13.41 9.57 13.50
Wilshire 5000 Index Invmt WFIVX -1.35 8.43 3.18 12.85 8.80 13.04
Wells Fargo Large Cap Core Admin WFLLX -1.65 8.88 3.47 17.86 7.94 13.69
iShares S&P 500 Index K WFSPX -0.98 9.91 3.60 13.63 9.78 13.68
Westwood LargeCap Value Institutional WHGLX -0.72 7.93 3.60 11.56 8.26 12.37
Wilshire 5000 Index Instl WINDX -1.30 8.65 3.23 13.21 9.10 13.32
Wells Fargo Low Volatility US Eq Adm WLVDX -0.18 6.11 1.93 --- --- ---
Westwood Low Volatility Equity Inst WLVIX -1.27 6.68 1.92 8.73 6.84 10.73
Wells Fargo Low Volatility US Eq R6 WLVJX -0.09 6.40 2.11 --- --- ---
Wells Fargo Low Volatility US Eq C WLVKX -0.18 5.64 1.75 --- --- ---
Wells Fargo Low Volatility US Eq A WLVLX -0.18 6.11 1.93 --- --- ---
Wells Fargo Low Volatility US Eq R WLVMX -0.18 5.92 1.84 --- --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX -0.09 6.30 2.02 --- --- ---
Wilmington Large-Cap Strategy Instl WMLIX -1.18 9.58 3.39 13.60 9.45 13.62
Weitz Partners Value Institutional WPVIX -0.76 8.61 4.79 9.90 3.03 ---
Weitz Partners Value Investor WPVLX -0.76 8.41 4.72 9.59 2.80 8.87
Wright Major Blue Chip Equities WQCEX 0.10 13.30 5.99 17.91 8.16 12.69
Walden Equity WSEFX -1.26 8.34 2.82 11.69 8.64 11.52
Westwood LargeCap Value A WWLAX -0.72 7.72 3.50 11.25 7.97 12.09
AMG Yacktman I YACKX -0.13 8.88 2.55 10.98 6.60 10.53
AMG Yacktman Focused N YAFFX -0.37 10.21 2.55 11.79 7.03 10.60
AMG Yacktman Focused I YAFIX -0.37 10.33 2.60 12.02 7.22 10.79
YCG Enhanced YCGEX -0.58 13.09 3.94 12.26 9.32 ---
AMG Yacktman Focused Sec Selectn Only I YFSIX -0.46 --- 3.53 --- --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX -0.46 --- 3.53 --- --- ---
Content Partners