Large Blend: Total Returns

Data through 12/12/2017. 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 3.58 19.72 7.08 18.70 10.54 14.13
Alpine Rising Dividend A AAADX 3.84 16.30 5.97 15.46 9.09 12.39
AllianzGI Best Styles US Equity A AABUX 3.16 23.29 7.99 22.45 --- ---
Alpine Rising Dividend Instl AADDX 3.84 16.51 5.97 15.71 9.31 12.66
AllianzGI Best Styles US Equity Instl ABTLX 3.15 23.41 8.02 22.67 11.73 ---
AllianzGI Best Styles US Equity C ACBUX 3.03 22.36 7.79 21.52 --- ---
American Century NT Equity Growth G ACLEX 3.27 21.49 7.48 19.86 9.63 14.14
American Century NT Core Equity Plus G ACNKX 3.69 19.89 7.71 17.58 8.87 14.20
American Century Core Equity Plus C ACPHX 3.56 18.24 7.08 15.93 7.55 12.83
American Century Core Equity Plus I ACPKX 3.65 19.55 7.44 17.27 8.87 14.19
American Century Core Equity Plus A ACPQX 3.59 19.07 7.31 16.79 8.37 13.69
American Century Core Equity Plus Inv ACPVX 3.65 19.31 7.36 17.12 8.67 13.97
American Century Core Equity Plus R ACPWX 3.61 18.84 7.28 16.55 8.12 13.40
Salient Adaptive US Equity Investor ACSIX 5.30 23.89 11.73 24.05 11.30 14.57
Advisory Research All Cap Value ADVGX 5.16 18.70 10.72 18.31 10.26 13.03
American Century Equity Growth C AEYCX 3.12 20.07 7.08 18.41 8.42 12.83
American Century Equity Growth R5 AEYGX -5.18 --- -1.32 --- --- ---
American Century Equity Growth R AEYRX 3.15 20.63 7.21 19.03 8.96 13.40
American Century Sustainable Equity A AFDAX 3.67 24.62 8.91 23.53 11.08 14.65
American Century Sustainable Equity C AFDCX 3.59 23.73 8.67 22.61 10.24 13.78
American Century Sustainable Equity R5 AFDGX 3.72 --- 9.01 --- --- ---
American Century Sustainable Equity Inv AFDIX 3.69 24.89 8.95 23.83 11.36 14.92
American Century Sustainable Equity R AFDRX 3.62 24.31 8.80 23.17 10.79 14.35
American Century Sustainable Equity I AFEIX 3.72 25.12 9.01 24.10 11.58 15.16
American Funds Fundamental Invs C AFICX 2.52 21.04 6.70 20.12 12.43 14.38
American Funds Fundamental Invs F1 AFIFX 2.58 21.89 6.91 20.99 13.26 15.22
AAM/Bahl & Gaynor Income Growth A AFNAX 3.63 18.79 7.24 18.27 10.50 12.54
AAM/Bahl & Gaynor Income Growth I AFNIX 3.65 19.01 7.29 18.51 10.78 12.81
AAM/Bahl & Gaynor Income Growth C AFYCX 3.54 17.94 7.03 17.34 9.66 ---
American Century Sustainable Equity Y AFYDX 3.68 --- 9.04 --- --- ---
Alger Growth & Income Z AGIZX 3.87 20.67 7.53 20.09 11.57 14.48
Prudential Jennison Equity Income C AGOCX 2.78 14.56 5.40 14.76 5.36 9.85
American Funds Invmt Co of Amer C AICCX 2.92 17.54 5.88 16.53 10.03 13.76
American Funds Invmt Co of Amer F1 AICFX 2.99 18.33 6.09 17.34 10.81 14.58
Alger Growth & Income I-2 AIGOX 3.90 20.96 7.62 20.35 11.45 14.44
American Funds Invmt Co of Amer A AIVSX 3.01 18.46 6.13 17.49 10.92 14.68
Alger Growth & Income A ALBAX 3.85 20.32 7.45 19.74 11.28 14.19
Alger Growth & Income C ALBCX 3.78 19.45 7.23 18.82 10.43 13.33
AllianzGI Best Styles US Equity P ALBPX 3.15 23.46 8.04 22.71 11.65 ---
AllianzGI Best Styles US Equity R6 ALSEX 3.13 23.53 8.05 22.80 11.82 ---
Amana Income Investor AMANX 2.59 19.95 7.10 18.68 9.40 12.57
American Century Equity Growth I AMEIX 3.23 21.43 7.41 19.85 9.73 14.19
AAMA Equity AMFEX 3.49 --- 6.71 --- --- ---
Amana Income Institutional AMINX 2.61 20.19 7.16 18.92 9.67 ---
AlphaMark Large Cap Growth AMLCX 3.82 26.39 10.34 24.46 11.87 15.86
American Century Adaptive Equity Inv AMVIX 2.95 20.42 7.63 19.86 12.09 16.06
ALPS | WMC Research Value C AMWCX 2.73 10.73 4.59 9.34 7.03 11.84
ALPS | WMC Research Value I AMWIX 2.64 11.66 4.81 10.39 8.09 12.93
ALPS | WMC Research Value Inv AMWYX 2.71 11.48 4.83 10.13 7.81 12.66
American Funds Fundamental Invs A ANCFX 2.60 21.98 6.92 21.07 13.34 15.30
American Beacon Alpha Quant Core Instl AQCIX 6.09 --- 7.99 --- --- ---
American Beacon Alpha Quant Core Inv AQCPX 6.01 --- 7.91 --- --- ---
American Beacon Alpha Quant Core Y AQCYX 6.00 --- 7.89 --- --- ---
Columbia Disciplined Core A AQEAX 4.34 22.92 8.30 21.50 11.11 15.36
LKCM Aquinas Catholic Equity AQEIX 3.04 18.83 8.41 17.31 9.15 11.74
American Beacon Alpha Quant Qual Instl AQQIX 5.29 --- 9.38 --- --- ---
American Beacon Alpha Quant Qual Inv AQQPX 5.21 --- 9.31 --- --- ---
American Beacon Alpha Quant Qual Y AQQYX 5.29 --- 9.38 --- --- ---
Aristotle Core Equity I ARSLX 3.07 --- 6.23 --- --- ---
Artisan Thematic Investor ARTTX 4.74 --- 13.19 --- --- ---
Salient Adaptive US Equity Institutional ASMCX 5.36 24.40 11.86 24.62 11.75 15.01
AQR Large Cap Defensive Style I AUEIX 3.44 22.15 7.49 21.88 14.36 16.90
AQR Large Cap Defensive Style N AUENX 3.40 21.79 7.40 21.51 14.05 16.61
AB Select US Equity A AUUAX 3.52 21.38 8.12 20.96 11.18 14.70
AB Select US Equity C AUUCX 3.45 20.57 7.93 20.06 10.35 13.88
AB Select US Equity I AUUIX 3.55 21.75 8.19 21.32 11.48 15.02
AB Select US Equity K AUUKX 3.51 21.25 8.05 20.84 11.06 14.63
AB Select US Equity R AUURX 3.48 21.03 8.05 20.58 10.88 14.42
AB Select US Equity Advisor AUUYX 3.58 21.68 8.24 21.33 11.46 15.01
American Century Adaptive Equity A AVDAX 2.93 20.15 7.57 19.65 --- ---
American Century Adaptive Equity I AVDIX 2.96 20.75 7.71 20.09 12.33 16.27
American Century Adaptive Equity R6 AVDMX 3.01 20.91 7.79 20.37 --- ---
American Century Adaptive Equity R AVDRX 2.94 19.87 7.50 19.35 --- ---
Ave Maria Rising Dividend AVEDX 4.58 15.07 6.91 12.86 8.77 12.79
AT Disciplined Equity Institutional AWEIX 3.87 20.39 8.11 19.31 11.66 15.32
Brown Advisory Equity Income Adv BADAX 3.30 19.29 7.15 18.25 8.06 11.39
Brown Advisory Equity Income Inst BAFDX 3.37 19.77 7.31 18.66 8.47 11.83
iShares Total US Stock Market Idx Inv A BASMX 3.22 20.03 7.07 19.07 --- ---
BBH Core Select N BBTEX 4.12 19.43 6.26 18.44 8.85 11.37
BBH Core Select Retail BBTRX 4.12 19.11 6.15 18.17 8.59 11.10
Invesco Charter B BCHTX 2.69 11.68 1.99 10.41 5.10 9.08
The BeeHive BEEHX 2.50 12.06 0.76 11.39 6.42 11.38
American Century Equity Growth A BEQAX 3.18 20.90 7.28 19.30 9.23 13.68
American Century Equity Growth Inv BEQGX 3.21 21.20 7.36 19.60 9.50 13.96
Baird LargeCap Inst BHGIX 4.73 24.10 9.93 23.78 11.43 15.59
Baird LargeCap Inv BHGSX 4.65 23.68 9.76 23.27 11.12 15.30
Brown Advisory Equity Income Inv BIADX 3.30 19.56 7.28 18.50 8.31 11.67
iShares Edge MSCI Min Vol USA Idx Instl BIMVX 2.64 18.91 4.66 18.77 --- ---
BlackRock Impact US Equity Investor A BIRAX 3.20 20.47 7.52 19.83 --- ---
BlackRock Impact US Equity Investor C BIRCX 3.10 19.56 7.36 18.93 --- ---
BlackRock Impact US Equity Institutional BIRIX 3.18 20.77 7.57 20.13 --- ---
BlackRock Impact US Equity K BIRKX 3.20 20.68 7.59 20.15 --- ---
iShares Edge MSCI USA Size Fact Idx Ins BISFX 3.50 18.40 6.11 --- --- ---
iShares Total US Stock Market Idx Instl BITSX 3.30 20.31 7.12 19.40 --- ---
iShares Edge MSCI Min Vol USA Idx K BKMVX 2.64 18.83 4.58 18.70 --- ---
iShares Edge MSCI USA Size Fact Idx K BKSFX 3.50 18.44 6.12 --- --- ---
iShares Total US Stock Market Idx K BKTSX 3.30 20.32 7.13 19.43 --- ---
Beck, Mack & Oliver Partners BMPEX 3.05 15.84 7.39 14.29 4.83 4.96
BMT Multi-Cap Institutional BMTMX 3.69 --- 5.23 --- --- ---
UBS US Sustainable Equity A BNEQX 1.88 18.64 4.06 17.26 10.30 15.28
UBS US Sustainable Equity C BNQCX 1.84 17.81 3.88 16.40 9.48 14.42
Boyar Value BOYAX 4.25 14.33 6.54 13.68 7.84 12.27
UBS US Sustainable Equity P BPEQX 1.93 18.95 4.13 17.55 10.57 15.55
iShares Edge MSCI USA Qual Fact Idx Ins BQFIX 4.04 24.71 8.84 --- --- ---
iShares Edge MSCI USA Qual Fact Idx K BQFKX 4.04 24.75 8.85 --- --- ---
Bright Rock Quality Large Cap Instl BQLCX 5.13 15.41 8.12 14.14 9.17 12.70
Bright Rock Quality Large Cap Investor BQLIX 5.15 15.00 8.06 13.76 8.86 12.62
iShares Russell 1000 Large-Cap Idx Inv A BRGAX 3.24 20.54 7.04 19.61 11.70 15.11
iShares Russell 1000 Large-Cap Idx K BRGKX 3.29 20.95 7.16 20.02 12.04 15.47
iShares Russell 1000 Large-Cap Idx Instl BRGNX 3.33 20.90 7.19 19.96 12.00 15.50
Bridgeway Blue Chip 35 Index BRLIX 3.67 17.96 8.09 17.07 11.92 14.84
Bretton Fund BRTNX 7.25 16.12 13.55 14.48 7.48 11.02
Smith Group Large Cap Core Growth Instl BSLGX 4.06 23.82 9.80 20.45 12.29 15.70
Smith Group Large Cap Core Growth Inv BSLNX 4.06 23.54 9.68 20.09 12.06 ---
iShares S&P 500 Index Investor A BSPAX 3.35 20.87 7.15 20.01 11.92 ---
iShares S&P 500 Index Institutional BSPIX 3.37 21.16 7.22 20.31 12.20 ---
iShares S&P 500 Index Service BSPSX 3.36 21.02 7.19 20.17 12.06 ---
iShares S&P 500 Index Investor C1 BSPZX 3.28 20.04 6.96 19.15 11.11 ---
Boston Trust Equity BTEFX 4.58 20.62 8.66 19.61 11.11 13.31
Deutsche Equity 500 Index S BTIEX 3.35 20.90 7.15 20.03 11.95 15.29
Deutsche Equity 500 Index Institutional BTIIX 3.35 20.95 7.16 20.09 12.01 15.35
Deutsche Equity 500 Index R6 BTIRX 3.35 --- 7.16 --- --- ---
Buffalo Dividend Focus BUFDX 3.77 17.64 6.80 17.26 10.64 14.57
Calamos Dividend Growth A CADVX 3.14 20.54 6.81 19.86 10.18 ---
Eaton Vance Tx-Mgd Growth 1.0 CAPEX 3.78 21.80 8.45 20.70 11.79 15.12
Castle Focus C CASTX 2.06 11.37 1.20 10.35 5.90 7.38
SEI Catholic Values Equity F (SCVT) CAVAX 2.54 21.97 5.71 20.63 --- ---
SEI Catholic Values Equity Y (SCVT) CAVYX 2.53 22.08 5.80 20.74 --- ---
Columbia Contrarian Core R CCCRX 4.14 20.70 5.73 19.30 11.21 15.28
Calamos Dividend Growth C CCDVX 2.95 19.63 6.52 18.89 9.37 ---
Columbia Large Cap Enhanced Core R CCERX 3.87 22.91 8.07 21.51 11.13 15.54
Columbia Disciplined Core Inst3 CCQYX 4.30 23.29 8.32 21.81 --- ---
Columbia Contrarian Core K CCRFX 4.17 21.02 5.79 19.72 11.61 15.71
Columbia Disciplined Core Inst CCRZX 4.38 23.31 8.41 21.81 11.40 15.65
Copeland Risk Managed Dividend Gr C CDCRX 4.38 17.46 7.08 17.55 4.54 9.41
Crawford Dividend Growth C CDGCX 4.22 12.58 6.77 11.69 7.06 9.83
Crawford Dividend Growth I CDGIX 4.28 13.62 7.06 12.81 8.15 10.93
Copeland Risk Managed Dividend Gr A CDGRX 4.43 18.35 7.23 18.44 5.33 10.23
Copeland Risk Managed Dividend Gr I CDIVX 4.45 18.56 7.35 18.70 5.52 ---
Columbia Large Cap Enhanced Core Adv CECFX 3.90 23.41 8.18 22.05 --- ---
Columbia Large Cap Enhanced Core Inst3 CECYX 3.91 23.62 8.23 22.26 11.83 16.28
Clipper CFIMX 3.26 16.29 8.30 15.10 13.76 15.86
American Funds Fundamental Invs 529A CFNAX 2.57 21.89 6.90 20.98 13.24 15.20
American Funds Fundamental Invs 529C CFNCX 2.51 20.99 6.69 20.05 12.36 14.30
American Funds Fundamental Invs 529E CFNEX 2.56 21.60 6.84 20.69 12.97 14.92
American Funds Fundamental Invs 529F1 CFNFX 2.60 22.12 6.96 21.23 13.48 15.44
Catalyst/Groesbeck Growth of Income A CGGAX 5.39 21.98 7.55 20.48 6.96 11.22
Catalyst/Groesbeck Growth of Income C CGGCX 5.33 21.24 7.37 19.67 6.20 10.40
Catalyst/Groesbeck Growth of Income I CGGIX 5.36 22.45 7.58 20.89 7.34 11.54
CGM Focus CGMFX 1.20 22.81 4.33 23.27 10.33 13.06
Invesco Charter R6 CHFTX 2.82 12.90 2.30 11.74 6.34 10.37
Invesco Charter R CHRRX 2.76 12.24 2.10 11.02 5.63 9.63
Invesco Charter S CHRSX 2.78 12.61 2.18 11.38 6.01 10.02
Invesco Charter C CHTCX 2.68 11.70 1.98 10.44 5.10 9.08
Invesco Charter A CHTRX 2.79 12.49 2.18 11.27 5.90 9.90
Invesco Charter R5 CHTVX 2.82 12.84 2.24 11.66 6.26 10.27
Invesco Charter Y CHTYX 2.77 12.75 2.23 11.58 6.16 10.18
American Funds Invmt Co of Amer 529A CICAX 2.99 18.37 6.09 17.38 10.81 14.57
American Funds Invmt Co of Amer 529C CICCX 2.93 17.52 5.89 16.49 9.97 13.69
American Funds Invmt Co of Amer 529E CICEX 2.98 18.11 6.03 17.08 10.55 14.29
American Funds Invmt Co of Amer 529F CICFX 3.02 18.62 6.16 17.62 11.06 14.82
Calamos Dividend Growth I CIDVX 3.14 20.75 6.89 20.14 10.47 ---
Clarkston Institutional CILGX 3.10 11.23 5.18 10.80 --- ---
Calvert US Large Cap Core Rspnb Idx I CISIX 3.47 20.75 6.76 19.60 11.45 15.92
Calvert US Large Cap Core Rspnb Idx Y CISYX 2.63 20.21 8.08 19.36 10.23 15.68
Columbia Disciplined Core Adv CLCQX 4.28 23.22 8.29 21.72 11.39 ---
Columbia Select Large Cap Equity Inst2 CLCRX 3.30 24.31 7.21 23.34 13.63 15.99
Columbia Select Large Cap Equity T CLCWX 3.27 23.95 7.12 22.96 13.22 15.57
Columbia Select Large Cap Equity Inst3 CLEYX 3.27 --- 7.19 --- --- ---
Columbia Large Cap Enhanced Core Inst2 CLNCX 3.91 23.59 8.26 22.23 11.79 ---
Columbia Large Cap Index Inst3 CLPYX 3.35 --- 7.18 --- --- ---
Columbia Disciplined Core R CLQRX 4.29 22.66 8.25 21.19 10.85 15.09
Columbia Select Large Cap Equity Adv CLSRX 3.29 --- 7.17 --- --- ---
Catalyst/Lyons Tactical Allocation A CLTAX 4.61 14.20 8.22 12.65 8.28 13.53
Catalyst/Lyons Tactical Allocation C CLTCX 4.51 13.39 7.96 11.76 7.48 12.69
Catalyst/Lyons Tactical Allocation I CLTIX 4.61 14.50 8.28 12.95 8.58 ---
Columbia Large Cap Index Inst2 CLXRX 3.36 21.06 7.19 20.21 12.11 15.46
Principal Capital Appreciation C CMNCX 3.44 19.39 7.18 18.64 10.27 13.85
Principal Capital Appreciation A CMNWX 3.51 20.31 7.39 19.61 11.17 14.79
The Cook & Bynum COBYX -0.42 13.68 0.24 11.80 4.62 5.72
Columbia Contrarian Core Inst2 COFRX 4.18 21.33 5.89 20.01 11.89 16.00
Columbia Contrarian Core Inst3 COFYX 4.18 21.38 5.85 20.06 11.94 16.06
Coho Relative Value Equity Institutional COHIX 5.65 16.67 6.72 15.86 9.19 ---
Coho Relative Value Equity Advisor COHOX 5.67 16.53 6.66 15.72 9.05 ---
Columbia Contrarian Core Adv CORRX 4.16 21.20 5.83 19.85 11.76 15.86
CRM All Cap Value Inst CRIEX 3.77 17.69 5.71 16.61 11.81 12.89
CRM Large Cap Opportunity Instl CRIGX 3.80 16.03 6.51 14.16 10.48 13.29
CRM All Cap Value Inv CRMEX 3.72 17.43 5.57 16.47 11.56 12.63
CRM Large Cap Opportunity Inv CRMGX 3.72 15.72 6.43 13.86 10.19 12.99
Calvert US Large Cap Core Rspnb Idx A CSXAX 3.38 20.30 6.64 19.15 11.03 15.41
Calvert US Large Cap Core Rspnb Idx C CSXCX 3.34 19.47 6.44 18.31 10.21 14.50
Calvert US Large Cap Core Rspnb Idx R6 CSXRX 3.42 --- --- --- --- ---
Calamos Dividend Growth T CTDVX --- --- --- --- --- ---
Columbia Contrarian Core T CTRWX 4.14 20.96 5.81 19.57 11.48 15.57
Victory CEMP US 500 Enh Vol Wtd Idx A CUHAX 4.36 20.86 8.05 19.52 12.00 14.74
Victory CEMP US 500 Enh Vol Wtd Idx C CUHCX 4.32 20.05 7.88 18.63 11.16 13.90
Victory CEMP US 500 Enh Vol Wtd Idx I CUHIX 4.42 21.19 8.18 19.85 12.29 15.03
Zacks All-Cap Core C CZOCX 2.72 20.07 6.38 18.69 9.14 12.30
Zacks All-Cap Core Investor CZOVX 2.76 20.92 6.57 19.55 9.97 13.16
Dreyfus Disciplined Stock DDSTX 4.71 18.31 7.90 17.66 11.88 13.81
DFA Enhanced US Large Company I DFELX 3.23 21.01 6.69 20.29 12.32 15.58
DFA US Core Equity 1 I DFEOX 3.87 19.80 8.12 18.59 12.00 15.55
Davidson Multi-Cap Equity A DFMAX 3.90 12.87 5.51 10.51 8.74 13.14
Davidson Multi-Cap Equity I DFMIX 3.93 13.13 5.58 10.76 9.02 ---
DFA US Sustainability Core 1 DFSIX 4.06 20.49 8.10 19.25 11.96 15.53
DFA US Large Company I DFUSX 3.38 21.24 7.22 20.37 12.27 15.60
Dreyfus Appreciation Investor DGAGX 3.17 25.79 7.39 25.70 10.43 11.40
Dreyfus Appreciation I DGIGX 3.23 26.09 7.49 25.98 --- ---
Dreyfus Appreciation Y DGYGX 3.22 26.20 7.49 26.09 10.81 ---
Diamond Hill All Cap Select I DHLTX 5.56 19.03 10.23 18.35 10.09 15.76
Diamond Hill All Cap Select A DHTAX 5.53 18.65 10.15 17.94 9.77 15.45
Diamond Hill All Cap Select C DHTCX 5.50 17.89 9.92 17.14 8.97 14.61
Diamond Hill All Cap Select Y DHTYX 5.54 19.15 10.20 18.42 10.20 15.90
Domini Impact Equity Institutional DIEQX 2.35 15.37 5.66 13.61 7.11 12.68
Dana Large Cap Equity Investor DLCEX 3.57 26.35 8.44 25.75 11.04 14.75
Destinations Large Cap Equity I DLCFX 2.90 --- 5.28 --- --- ---
Dana Large Cap Equity Institutional DLCIX 3.61 26.70 8.50 26.11 11.36 ---
Dreyfus Core Equity A DLTSX 3.17 25.35 7.56 25.13 9.99 10.93
Deutsche US Multi-Factor Institutional DMFJX 3.92 --- 7.89 --- --- ---
Deutsche US Multi-Factor R6 DMFRX 3.92 --- 7.89 --- --- ---
Prudential QMA Defensive Equity B DMGBX 4.09 15.32 6.70 14.68 8.41 10.21
Davis NY Venture T DNVTX 3.04 --- 8.78 --- --- ---
Davis NY Venture Y DNVYX 3.09 20.36 8.90 18.70 12.86 15.23
Dreyfus Core Equity C DPECX 3.15 24.49 7.37 24.19 9.20 10.12
Dreyfus Core Equity I DPERX 3.25 25.66 7.63 25.44 10.23 11.19
Dreyfus Tax-Managed Growth C DPTAX 3.01 23.76 6.94 23.66 8.60 9.72
Dreyfus Tax-Managed Growth I DPTRX 3.08 24.93 7.18 24.88 9.69 10.82
Dearborn Partners Rising Dividend A DRDAX 1.55 14.81 4.34 14.78 7.92 ---
Dearborn Partners Rising Dividend C DRDCX 1.49 13.99 4.17 13.90 7.12 ---
Dearborn Partners Rising Dividend I DRDIX 1.62 15.10 4.40 15.06 8.20 ---
The MP 63 DRIPX 4.12 17.28 7.95 15.95 10.32 14.30
Dreyfus Sustainable US Equity I DRTCX 2.62 15.27 3.35 14.08 8.24 13.32
Dreyfus Sustainable US Equity Z DRTHX 2.60 15.16 3.33 13.89 8.14 13.20
Domini Impact Equity Investor DSEFX 2.30 14.99 5.55 13.20 6.73 12.27
Domini Impact Equity A DSEPX 2.26 14.97 5.49 13.11 6.67 12.25
Domini Impact Equity R DSFRX 2.28 15.20 5.54 13.36 7.02 12.60
Dreyfus Instl S&P 500 Stock Index I DSPIX 3.35 21.07 7.19 20.20 12.10 15.46
Dreyfus Sustainable US Equity A DTCAX 2.58 14.96 3.33 13.66 7.90 12.95
Dreyfus Sustainable US Equity C DTCCX 2.56 14.15 3.16 12.79 7.10 12.10
Dreyfus Sustainable US Equity Y DTCYX 2.63 15.31 3.37 14.03 --- ---
DFA Tax-Managed US Eq DTMEX 3.46 20.71 7.43 19.74 12.11 15.52
Dreyfus Tax-Managed Growth A DTMGX 3.09 24.67 7.13 24.62 9.41 10.55
DFA US Hi Relatv Profitability Instl DURPX 5.19 --- 9.95 --- --- ---
DFA US Large Cap Equity Institutional DUSQX 3.88 21.17 7.97 20.02 11.86 ---
Cohen & Steers Dividend Value A DVFAX 4.71 16.52 8.94 15.58 9.55 13.77
Cohen & Steers Dividend Value C DVFCX 4.62 15.83 8.70 14.81 8.85 13.04
Cohen & Steers Dividend Value I DVFIX 4.72 16.91 8.97 15.97 9.95 14.17
Cohen & Steers Dividend Value R DVFRX 4.66 16.34 8.85 15.40 9.37 ---
Cohen & Steers Dividend Value Z DVFZX 4.72 16.91 8.97 15.97 9.95 ---
Eaton Vance Stock A EAERX 3.66 19.04 6.48 18.20 11.05 14.66
MFS® Massachusetts Investors Tr 529A EAMTX 3.24 22.86 6.79 22.14 11.40 14.52
MFS® Massachusetts Investors Tr 529B EBMTX 3.16 21.96 6.57 21.20 10.68 13.72
Eaton Vance Stock C ECERX 3.53 18.15 6.24 17.28 10.20 13.80
MFS® Massachusetts Investors Tr 529C ECITX 3.17 21.98 6.58 21.20 10.55 13.65
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX 3.71 20.61 8.18 19.46 10.62 13.91
Eaton Vance Dividend Builder C ECTMX 3.33 16.92 7.23 16.78 9.95 12.35
Wells Fargo Large Cap Core A EGOAX 3.26 22.42 9.09 21.71 11.08 16.07
Wells Fargo Large Cap Core C EGOCX 3.17 21.53 8.86 20.78 10.25 15.19
Wells Fargo Large Cap Core R EGOHX 3.26 22.17 9.02 21.42 --- ---
Wells Fargo Large Cap Core Inst EGOIX 3.24 22.89 9.13 22.15 11.58 16.60
Wells Fargo Large Cap Core R6 EGORX 3.30 22.93 9.20 22.21 --- ---
Eaton Vance Stock I EIERX 3.65 19.30 6.52 18.44 11.30 14.96
Eaton Vance Tx-Mgd Growth 1.2 I EITGX 3.76 21.56 8.37 20.47 11.56 14.88
Eaton Vance Tx-Mgd Growth 1.1 I EITMX 3.77 21.73 8.43 20.63 11.72 15.05
Eaton Vance Dividend Builder I EIUTX 3.35 18.02 7.45 17.91 11.04 13.47
Wells Fargo Intrinsic Value A EIVAX 4.62 14.99 6.80 14.29 8.07 11.94
Wells Fargo Intrinsic Value C EIVCX 4.59 14.14 6.56 13.32 7.26 11.09
Wells Fargo Intrinsic Value Admin EIVDX 4.65 15.10 6.81 14.39 8.25 12.14
Wells Fargo Intrinsic Value R6 EIVFX 4.66 15.43 6.86 14.74 8.57 12.38
Wells Fargo Intrinsic Value Inst EIVIX 4.67 15.45 6.92 14.65 8.51 12.44
Wells Fargo Intrinsic Value R EIVTX 4.60 14.69 6.67 13.92 7.80 ---
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX 3.68 20.59 8.15 19.43 10.62 13.90
Epiphany FFV I EPVCX 4.03 21.53 8.99 20.34 7.53 11.96
Epiphany FFV A EPVNX 3.94 21.64 8.88 20.47 8.11 12.67
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX 3.78 21.47 8.37 20.35 11.46 14.77
Wells Fargo Disciplined US Core A EVSAX 3.49 20.35 7.49 19.15 12.22 16.08
Wells Fargo Disciplined US Core R EVSHX 3.45 20.07 7.46 18.86 --- ---
Wells Fargo Disciplined US Core Inst EVSIX 3.49 20.68 7.61 19.61 12.64 16.54
Wells Fargo Disciplined US Core R6 EVSRX 3.51 20.82 7.66 19.66 --- ---
Wells Fargo Disciplined US Core C EVSTX 3.41 19.47 7.27 18.31 11.37 15.22
Wells Fargo Disciplined US Core Admin EVSYX 3.51 20.45 7.54 19.28 12.36 16.24
Eaton Vance Dividend Builder A EVTMX 3.35 17.74 7.33 17.60 10.75 13.17
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX 3.78 21.29 8.31 20.17 11.28 14.58
Eaton Vance Tx-Mgd Growth 1.2 B EYTGX 3.65 20.38 8.08 19.24 10.44 13.71
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX 3.67 20.40 8.14 19.24 10.45 13.74
Russell 3000 Defensive PR USD F00000MFW1 3.19 16.96 6.89 16.25 9.34 12.36
Russell 3000 Defensive TR USD F00000MFW3 3.43 19.42 7.47 18.83 11.84 14.93
Russell 3000 Defensive NR USD F00000MFW4 3.36 18.69 7.30 18.07 11.09 14.16
Russell 3000 Dynamic PR USD F00000MFW5 3.01 19.54 6.41 18.17 10.22 14.03
Russell 3000 Dynamic TR USD F00000MFW6 3.17 21.40 6.84 20.13 12.10 15.95
Russell 3000 Dynamic NR USD F00000MFW7 3.13 20.86 6.71 19.56 11.56 15.39
Russell 1000 Defensive PR USD F00000MFW8 3.24 17.74 6.86 17.02 9.20 12.24
Russell 1000 Defensive TR USD F00000MFW9 3.49 20.25 7.45 19.66 11.73 14.85
Russell 1000 Defensive NR USD F00000MFWA 3.42 19.50 7.28 18.87 10.97 14.07
Russell 1000 Dynamic PR USD F00000MFWB 3.02 19.89 6.46 18.58 10.44 14.24
Russell 1000 Dynamic TR USD F00000MFWC 3.18 21.84 6.90 20.62 12.39 16.24
Russell 1000 Dynamic NR USD F00000MFWD 3.13 21.27 6.77 20.03 11.83 15.66
Russell 1000 NR USD F00000NHWK 3.28 20.39 7.03 19.45 11.47 14.92
Russell Developed xUK LC TR Hdg GBP F00000O2M5 2.37 18.61 6.62 18.46 10.71 14.26
Russell Top 200 Dynamic PR USD F00000OS19 3.10 23.29 6.91 22.47 12.47 15.37
Russell Top 200 Dynamic TR USD F00000OS1A 3.25 25.35 7.36 24.61 14.56 17.52
Russell Top 200 Defensive PR USD F00000OS1B 3.25 17.91 6.90 17.24 8.79 11.87
Russell Top 200 Defensive TR USD F00000OS1C 3.50 20.54 7.51 19.98 11.41 14.59
Russell Top 200 Dynamic NR USD F00000P2PG 3.21 24.74 7.23 23.97 13.94 16.89
Russell Top 200 Defensive NR USD F00000P2PH 3.42 19.75 7.33 19.15 10.62 13.77
Russell 1000 Hedge USD F00000PUDR 3.33 21.05 7.18 20.14 12.13 15.60
Russell 3000 Growth-Defensive TR USD F00000T6LA 3.37 24.93 9.12 24.11 13.50 16.42
Russell 3000 Growth-Defensive PR USD F00000T6LB 3.14 22.91 8.66 22.01 11.45 14.29
Russell Top 50 Mega Cap PR USD F00000UMLU 3.45 20.03 7.20 19.67 10.55 ---
Russell Top 200 Equal Weight TR USD F00000VK7A 3.13 23.10 6.79 22.26 13.19 16.41
Russell Top 200 Equal Weight PR USD F00000VK7B 2.87 20.81 6.25 19.88 10.88 13.96
Russell Top 200 Equal Weight NR USD F00000VK7C 3.06 22.42 6.63 21.55 12.50 15.68
Russell 1000 Volatility Fctr PR USD F00000WEP1 3.54 17.06 6.59 16.58 9.51 12.67
Russell 1000 Volatility Fctr TR USD F00000WEP2 3.77 19.70 7.21 19.35 12.19 15.41
Russell US HEDI Low TR USD F00000XKQP 3.78 21.38 7.78 20.60 13.16 16.14
Russell US HEDI LC Low TR USD F00000XKQQ 3.83 22.14 7.80 21.38 13.22 16.21
Russell US HEDI Mod TR USD F00000XKQS 4.13 21.80 8.73 20.96 13.62 16.42
Russell US HEDI LC Mod TR USD F00000XKQT 4.21 22.67 8.79 21.83 13.67 16.49
Fidelity Advisor® Dividend Growth A FADAX 4.93 18.87 8.01 17.86 9.18 13.30
Fidelity Advisor® Large Cap A FALAX 4.02 17.12 7.33 16.13 10.73 15.20
Fidelity Advisor® Large Cap M FALGX 3.98 16.80 7.23 15.79 10.43 14.91
Fidelity Advisor® Large Cap I FALIX 4.05 17.41 7.40 16.42 11.02 15.51
Franklin Focused Core Equity C FCEDX 3.40 10.54 4.04 9.98 5.06 12.07
Franklin Focused Core Equity A FCEQX 3.48 11.30 4.15 10.77 5.83 12.87
Franklin Focused Core Equity R FCERX 3.40 11.09 4.08 10.54 5.61 12.66
Franklin Focused Core Equity Adv FCEZX 3.50 11.58 4.23 10.97 6.09 13.17
Fidelity® Large Cap Stock K6 FCLKX 3.99 --- 7.31 --- --- ---
Strategic Advisers® Core FCSAX 3.27 21.93 7.44 21.20 11.63 15.08
Fidelity Advisor® Capital Development C FDECX 3.90 15.71 6.84 14.62 9.72 12.59
Fidelity Advisor® Capital Development I FDEIX 3.96 16.90 7.13 15.82 10.94 13.85
Fidelity® Disciplined Equity K FDEKX 3.30 21.16 6.96 20.03 9.95 14.70
Fidelity® Disciplined Equity FDEQX 3.28 21.00 6.91 19.88 9.83 14.57
Fidelity Advisor® Diversified Stock O FDESX 2.66 18.85 7.04 17.53 10.71 14.54
Fidelity Advisor® Capital Development O FDETX 4.05 17.12 7.16 16.03 11.11 14.05
Fidelity® Flex 500 Index FDFIX 3.36 --- 7.32 --- --- ---
Fidelity Advisor® Dividend Growth C FDGCX 4.86 17.95 7.81 17.01 8.34 12.44
Fidelity® Dividend Growth FDGFX 5.03 19.33 8.15 18.37 9.59 13.71
Fidelity Advisor® Dividend Growth I FDGIX 4.95 19.11 8.06 18.13 9.41 13.58
Fidelity® Dividend Growth K FDGKX 5.02 19.44 8.14 18.48 9.71 13.84
Fidelity Advisor® Dividend Growth M FDGTX 4.91 18.58 7.95 17.55 8.89 13.02
Fidelity Advisor® Diversified Stock C FDTCX 2.53 17.39 6.66 16.02 9.29 13.08
Fidelity Advisor® Diversified Stock M FDTEX 2.59 18.02 6.87 16.67 9.89 13.67
Fidelity Advisor® Diversified Stock I FDTIX 2.63 18.66 7.04 17.38 10.54 14.36
Fidelity Advisor® Diversified Stock A FDTOX 2.60 18.44 6.93 17.09 10.33 14.15
Fidelity Advisor® Capital Development A FDTTX 4.02 16.78 7.11 15.74 10.80 13.71
Fidelity Advisor® Capital Development M FDTZX 3.90 16.14 6.94 15.08 10.17 13.09
Salient US Dividend Signal A FDYAX 4.22 20.13 8.24 19.34 10.74 ---
Salient US Dividend Signal Investor FDYRX 4.24 20.33 8.28 19.51 --- ---
Salient US Dividend Signal Institutional FDYTX 4.29 20.71 8.39 19.95 11.28 ---
Franklin Focused Core Equity R6 FEFCX 3.55 11.69 4.28 11.16 6.26 ---
Fidelity® U.S. Sustainability Index Inv FENSX 3.29 --- 6.73 --- --- ---
First Eagle US Value A FEVAX 2.07 11.53 4.64 10.30 7.62 8.97
First Eagle US Value C FEVCX 2.00 10.70 4.40 9.46 6.81 8.15
First Eagle US Value I FEVIX 2.09 11.78 4.66 10.57 7.92 9.25
First Eagle US Value R6 FEVRX 2.09 --- 4.71 --- --- ---
Fidelity® Export and Multinational K FEXKX 5.57 20.25 8.42 19.33 11.29 13.27
Fidelity® Export and Multinational FEXPX 5.56 20.11 8.41 19.19 11.16 13.12
American Funds Invmt Co of Amer F3 FFICX 3.03 --- 6.20 --- --- ---
Fidelity® Total Market Index F FFSMX 3.30 20.45 7.14 19.52 12.03 15.45
AB FlexFee US Thematic Advisor FFTYX 1.66 --- 6.77 --- --- ---
First Investors Growth & Income B FGIBX 4.01 16.29 8.04 14.98 7.80 11.88
Fidelity® Growth & Income K FGIKX 4.34 15.95 7.36 15.11 10.78 14.40
First Investors Growth & Income A FGINX 4.09 17.15 8.27 15.90 8.64 12.75
Fidelity Advisor® Growth & Income I FGIOX 4.29 15.82 7.33 14.93 10.59 14.10
First Investors Growth & Income Advisor FGIPX 4.11 17.55 8.33 16.32 9.06 ---
First Investors Growth & Income Instl FGIQX 4.08 17.55 8.31 16.32 9.06 ---
Fidelity Advisor® Growth & Income A FGIRX 4.24 15.54 7.23 14.61 10.28 13.75
Fidelity Advisor® Growth & Income M FGITX 4.25 15.25 7.20 14.35 10.02 13.48
Fidelity Advisor® Growth & Income C FGIUX 4.19 14.68 7.02 13.76 9.46 12.90
Fidelity Advisor® Growth & Income Z FGIZX 4.29 --- 7.32 --- --- ---
Fidelity® Series Growth & Income FGLGX 4.34 16.30 7.49 15.42 10.72 13.84
Fidelity Advisor® Mega Cap Stock C FGRCX 3.78 16.01 6.77 15.13 9.47 13.17
Fidelity® Growth & Income FGRIX 4.31 15.83 7.33 15.00 10.66 14.26
Fidelity® Mega Cap Stock FGRTX 3.84 17.10 7.00 16.30 10.57 14.33
Fidelity Advisor® Mega Cap Stock A FGTAX 3.80 16.81 6.93 16.01 10.25 13.99
Fidelity Advisor® Large Cap Z FIDLX 4.04 --- 7.42 --- --- ---
American Funds Fundamental Invs F2 FINFX 2.61 22.18 6.97 21.31 13.56 15.54
Federated Max-Cap Index Instl FISPX 3.35 21.14 7.21 20.23 12.10 15.50
Fidelity® U.S. Sustainability IndexInstl FITLX 3.27 --- 6.80 --- --- ---
Strategic Advisers® Core Multi-Mgr FLAUX 3.09 20.25 7.13 19.71 11.39 14.64
Fidelity Advisor® Large Cap C FLCCX 3.94 16.25 7.09 15.22 9.89 14.33
Fidelity® Large Cap Core Enhanced Index FLCEX 3.90 20.99 8.61 19.65 11.09 15.27
Fidelity® SAI US Large Cap Index FLCPX 3.32 21.20 7.17 20.43 --- ---
Fidelity® Large Cap Stock FLCSX 4.00 17.09 7.25 16.10 10.98 15.35
Nuveen Large Cap Select A FLRAX 2.49 22.90 7.38 22.17 12.65 16.14
Nuveen Large Cap Select I FLRYX 2.54 23.23 7.46 22.51 12.94 16.42
Nuveen Large Cap Select C FLYCX 2.45 22.02 7.19 21.29 11.82 15.27
Fidelity Advisor® Series Growth & Income FMALX 4.34 16.23 7.48 15.37 10.68 13.88
FMI Large Cap FMIHX 5.27 18.61 7.15 16.93 10.65 14.03
FMI Large Cap Institutional FMIQX 5.26 18.72 7.14 17.08 --- ---
Federated Max-Cap Index R FMXKX 3.26 20.32 7.03 19.33 11.26 14.66
Federated Max-Cap Index Svc FMXSX 3.32 20.74 7.13 19.82 11.76 15.16
Fidelity® Series 100 Index FOHIX 3.76 21.68 7.61 21.14 12.56 15.22
Russell 3000E PR USD FOUSA063UX 3.10 18.26 6.65 17.22 9.85 13.25
Russell 3000E TR USD FOUSA063UY 3.30 20.42 7.16 19.48 12.04 15.50
Russell Top 50 Mega Cap TR USD FOUSA088OQ 3.65 22.59 7.80 22.33 13.10 15.07
Russell 3000 NR USD FOUSA08Z65 3.24 19.78 7.01 18.82 11.40 14.84
Russell Developed x CA TR USD FOUSA093LT 2.40 21.86 5.50 21.43 10.74 12.86
Russell Developed x CA NR USD FOUSA093LV 2.36 21.25 5.39 20.79 10.12 12.22
Russell Developed x CA PR USD FOUSA093LX 2.22 19.20 5.00 18.66 8.13 10.17
Russell Developed x CA TR Hdg USD FOUSA093LZ 2.40 19.54 6.59 19.65 11.81 14.64
Russell Developed x CA LC TR USD FOUSA093MD 2.46 22.12 5.53 21.69 10.60 12.80
Russell Developed x CA LC NR USD FOUSA093MF 2.41 21.50 5.42 21.03 9.97 12.15
Russell Developed x CA LC PR USD FOUSA093MH 2.28 19.40 5.02 18.86 7.94 10.06
Russell Developed x CA LC TR Hdg USD FOUSA093MJ 2.45 19.79 6.58 19.88 11.69 14.53
Russell Developed xJPN TR USD FOUSA093P5 2.47 21.24 5.02 20.88 10.33 12.37
Russell Developed xJPN NR USD FOUSA093P7 2.42 20.61 4.90 20.22 9.69 11.70
Russell Developed xJPN PR USD FOUSA093P9 2.27 18.55 4.53 18.08 7.68 9.63
Russell Developed xJPN TR Hdg USD FOUSA093PB 2.49 18.77 6.02 18.94 11.71 13.84
Russell Developed xJPN LC TR USD FOUSA093PP 2.54 21.68 5.10 21.33 10.29 12.40
Russell Developed xJPN LC NR USD FOUSA093PR 2.49 21.02 4.98 20.65 9.64 11.72
Russell Developed xJPN LC PR USD FOUSA093PT 2.34 18.92 4.61 18.46 7.59 9.61
Russell Developed xJPN LC TR Hdg USD FOUSA093PV 2.55 19.19 6.08 19.37 11.67 13.85
Russell North America TR USD FOUSA09BD0 3.05 19.95 6.79 18.94 11.60 14.58
Russell North America NR USD FOUSA09BD2 2.99 19.30 6.64 18.26 10.95 13.91
Russell North America PR USD FOUSA09BD4 2.85 17.76 6.27 16.63 9.37 12.29
Russell North America LC TR USD FOUSA09BDC 3.10 20.62 6.87 19.63 11.71 14.75
Russell North America LC NR USD FOUSA09BDE 3.04 19.95 6.71 18.93 11.04 14.07
Russell North America LC PR USD FOUSA09BDG 2.90 18.35 6.34 17.25 9.43 12.41
Russell USA TR USD FOUSA09CRQ 3.30 20.42 7.16 19.48 12.05 15.50
Russell USA NR USD FOUSA09CRS 3.24 19.77 7.01 18.81 11.40 14.83
Russell USA PR USD FOUSA09CRU 3.11 18.26 6.65 17.22 9.85 13.25
Russell USA LC TR USD FOUSA09CS2 3.33 21.05 7.18 20.14 12.13 15.60
Russell USA LC NR USD FOUSA09CS4 3.27 20.38 7.02 19.44 11.47 14.92
Russell USA LC PR USD FOUSA09CS6 3.13 18.82 6.66 17.80 9.89 13.30
Fort Pitt Capital Total Return FPCGX 3.62 20.45 8.80 20.01 12.27 14.09
Fidelity® U.S. Sustainability IndexPrem FPNSX 3.25 --- 6.78 --- --- ---
FPA US Value FPPFX 2.93 8.64 2.50 9.36 2.21 9.41
Strategic Advisers® Core Multi-Mgr L FQAPX 3.09 20.25 7.13 19.61 11.39 ---
Strategic Advisers® Core Multi-Mgr N FQAQX 3.09 19.96 7.05 19.34 11.13 ---
AMG FQ Long-Short Equity N FQUAX 2.28 15.01 4.89 14.74 8.31 12.25
Franklin Rising Dividends Adv FRDAX 2.21 19.12 7.31 16.63 11.03 13.52
Franklin Rising Dividends A FRDPX 2.19 18.81 7.24 16.34 10.74 13.24
Franklin Rising Dividends R FRDRX 2.16 18.53 7.16 16.05 10.46 12.95
Franklin Rising Dividends C FRDTX 2.12 17.99 7.03 15.47 9.92 12.39
Franklin Rising Dividends R6 FRISX 2.21 19.26 7.35 16.79 11.18 ---
Fidelity® Total Market Index Instl Prem FSKAX 3.31 20.45 7.15 19.53 12.04 15.45
Fidelity® Total Market Index Instl FSKTX 3.31 20.43 7.15 19.51 12.02 15.44
Fidelity® Total Market Index Investor FSTMX 3.30 20.36 7.13 19.45 11.96 15.38
Fidelity® Total Market Index Premium FSTVX 3.31 20.42 7.15 19.51 12.01 15.43
Fidelity® SAI US Minimum Volatility Idx FSUVX 2.68 18.81 4.75 18.74 --- ---
Fidelity Advisor® Mega Cap Stock M FTGRX 3.79 16.53 6.86 15.73 10.00 13.73
Fidelity Advisor® Mega Cap Stock I FTRIX 3.83 17.09 6.99 16.29 10.58 14.33
American Funds Fundamental Invs F3 FUNFX 2.61 --- 7.00 --- --- ---
Fidelity® 500 Index Investor FUSEX 3.37 21.19 7.22 20.34 12.22 15.58
Fidelity® 500 Index Premium FUSVX 3.37 21.26 7.23 20.39 12.28 15.63
Fidelity® 500 Index Institutional Prem FXAIX 3.38 21.28 7.25 20.44 12.31 15.67
Fidelity® 500 Index Institutional FXSIX 3.38 21.26 7.24 20.42 12.29 15.65
Fidelity Advisor® Diversified Stock Z FZACX 2.64 18.77 7.04 17.48 10.67 ---
Fidelity Advisor® Dividend Growth Z FZADX 4.98 19.31 8.15 18.35 9.61 ---
Fidelity Advisor® Mega Cap Stock Z FZALX 3.80 17.22 7.04 16.48 10.73 ---
Gabelli Asset AAA GABAX 4.14 18.51 5.46 17.31 8.84 11.73
Gabelli Equity Income AAA GABEX 4.22 14.25 5.17 13.58 7.53 10.92
Gabelli Asset I GABIX 4.17 18.81 5.52 17.60 9.12 12.01
Gabelli Asset T GALTX 4.15 --- 5.46 --- --- ---
Gabelli Asset A GATAX 4.14 18.52 5.46 17.31 8.84 11.73
Gabelli Asset C GATCX 4.09 17.68 5.27 16.44 8.03 10.90
US Global Investors All American Eq GBTFX 1.66 4.38 1.40 2.75 0.71 6.62
Gabelli Equity Income A GCAEX 4.29 14.27 5.19 13.60 7.55 10.91
Gabelli Equity Income C GCCEX 4.19 13.47 4.99 12.77 6.74 10.10
Gotham Index Core Institutional GCIDX 6.19 24.15 11.48 22.77 --- ---
Gabelli Equity Income I GCIEX 4.31 14.54 5.27 13.89 7.82 11.20
Goldman Sachs US Tax-Managed Eq A GCTAX 3.14 19.31 7.14 18.40 10.11 15.16
Goldman Sachs US Tax-Managed Eq C GCTCX 3.12 18.42 6.98 17.57 9.28 14.32
Gabelli Equity Income T GCTEX 4.22 --- 5.17 --- --- ---
Goldman Sachs US Tax-Managed Eq Instl GCTIX 3.17 19.70 7.25 18.89 10.53 15.62
Goldman Sachs US Tax-Managed Eq Svc GCTSX 3.12 19.12 7.10 18.28 9.99 15.04
Gotham Enhanced 500 Core Institutional GECFX 6.46 22.50 10.40 20.66 --- ---
Gotham Enhanced 500 Institutional GENFX 7.98 23.96 12.61 21.96 --- ---
GuideStone Funds Equity Index Instl GEQYX 3.31 21.43 7.38 20.51 12.32 15.59
GuideStone Funds Equity Index Investor GEQZX 3.27 21.11 7.31 20.18 12.01 15.32
GE RSP US Equity GESSX 2.76 20.22 5.15 19.46 10.07 14.82
Golub Group Equity GGEFX 3.07 12.84 3.72 12.13 9.24 12.80
Aberdeen US Multi-Cap Equity Instl GGLIX 3.88 19.80 7.59 17.76 9.90 12.15
Aberdeen US Multi-Cap Equity R GGLRX 3.80 19.00 7.36 16.92 9.20 11.46
Guggenheim StylePlus - Large Core Instl GILIX 3.76 21.71 7.56 20.89 12.97 15.67
Gotham Index Plus Institutional GINDX 8.36 24.72 14.04 23.49 --- ---
Guinness Atkinson™ Global Inntrs Instl GINNX -0.24 33.24 6.12 33.07 --- ---
Great Lakes Disciplined Equity Instl GLDNX 3.45 17.90 7.87 16.71 11.12 15.18
GMO US Equity Allocation VI GMCQX 1.16 16.31 7.18 14.96 11.06 13.33
GMO US Equity Allocation V GMEQX 1.16 16.33 7.23 14.90 --- ---
GMO US Equity Allocation IV GMRTX 2.76 18.12 8.98 16.76 11.62 13.67
GMO US Equity Allocation III GMUEX 1.15 16.29 7.20 14.87 10.98 13.23
Nationwide R GNWRX 2.58 19.14 6.52 18.40 10.94 13.88
Green Owl Intrinsic Value GOWLX 4.16 16.96 8.32 14.91 10.35 13.59
Victory RS Large Cap Alpha A GPAFX 4.07 17.45 7.84 17.62 8.96 14.31
GMO Quality IV GQEFX 2.76 29.43 7.64 28.74 13.86 15.07
GMO Quality III GQETX 2.78 29.43 7.63 28.68 13.81 15.02
Goldman Sachs US Tax-Managed Eq Inv GQIRX 3.17 19.55 7.21 18.70 10.36 15.46
GMO Quality V GQLFX 2.74 29.44 7.62 28.75 13.90 15.10
GMO Quality VI GQLOX 2.76 29.50 7.65 28.81 13.91 15.13
Victory Diversified Stock R GRINX 5.08 25.56 11.69 24.24 8.95 13.27
Nationwide S&P 500 Index Instl Svc GRISX 3.35 20.80 7.12 19.98 11.87 15.20
Nationwide S&P 500 Index A GRMAX 3.37 20.63 7.10 19.76 11.67 15.01
Nationwide S&P 500 Index C GRMCX 3.25 19.86 6.86 18.89 10.95 14.27
Nationwide S&P 500 Index R6 GRMIX 3.34 21.05 7.17 20.23 12.12 15.48
Nationwide S&P 500 Index R GRMRX 3.31 20.26 6.99 19.38 11.37 14.67
Nationwide S&P 500 Index Svc GRMSX 3.30 20.63 7.10 19.76 11.69 15.03
Goldman Sachs US Equity Insights Instl GSELX 3.07 23.48 6.79 22.62 11.80 16.44
Goldman Sachs US Equity Insights Svc GSESX 3.01 22.88 6.65 21.99 11.24 15.86
Goldman Sachs US Equity Insights R6 GSEUX 3.07 23.49 6.80 22.64 --- ---
Goldman Sachs US Eq Div and Premium A GSPAX 2.32 14.54 5.42 14.13 10.57 12.58
Gotham Enhanced S&P 500 Index Instl GSPFX 4.47 23.80 9.17 --- --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX 2.40 14.98 5.54 14.49 11.01 13.02
Goldman Sachs US Eq Div and Premium C GSPQX 2.34 13.75 5.26 13.24 9.76 11.75
Goldman Sachs US Equity Insights A GSSQX 3.04 23.02 6.68 22.15 11.35 15.97
Goldman Sachs US Equity Insights R GSURX 3.01 22.71 6.60 21.83 11.07 15.69
Goldman Sachs US Equity Insights C GSUSX 2.98 22.14 6.47 21.23 10.53 15.11
Goldman Sachs US Equity Insights Inv GSUTX 3.07 23.31 6.75 22.46 11.64 16.27
Glenmede Strategic Equity GTCEX 4.81 25.27 7.25 23.82 13.58 15.88
Glenmede Large Cap Core Institutional GTLIX 4.20 24.17 8.68 22.69 --- ---
Glenmede Large Cap Core Port GTLOX 4.20 23.96 8.67 22.48 13.09 17.66
Nationwide C GTRCX 2.55 18.81 6.47 18.06 10.57 13.50
Goldman Sachs US Eq Div and Premium Inv GVIRX 2.40 14.90 5.50 14.37 10.84 12.87
Aberdeen US Multi-Cap Equity A GXXAX 3.81 19.34 7.49 17.32 9.55 11.81
Aberdeen US Multi-Cap Equity C GXXCX 3.88 18.60 7.40 16.62 8.79 11.01
Aberdeen US Multi-Cap Equity Instl Svc GXXIX 3.89 19.67 7.53 17.64 9.77 12.02
Haverford Quality Growth Stock HAVGX 3.87 18.39 7.11 17.22 8.33 12.64
Harbor Large Cap Value Instl HAVLX 2.49 20.90 5.92 19.82 14.33 16.28
Hartford Capital Appreciation C HCACX 2.44 19.76 4.18 18.15 8.42 13.73
Hartford Capital Appreciation F HCAFX 2.54 --- 4.48 --- --- ---
Hartford Capital Appreciation Y HCAYX 2.53 21.00 4.46 19.43 9.61 15.00
HCM Tactical Growth Investor HCMDX 3.62 31.01 9.56 29.34 13.00 ---
HCM Tactical Growth A HCMGX 3.63 31.76 9.66 30.22 13.68 ---
HCM Tactical Growth I HCMIX 3.63 31.73 9.65 30.19 13.65 ---
HCM Tactical Growth R HCMSX 3.63 31.73 9.65 30.19 13.65 ---
Hartford Capital Appreciation HLS IC HCPCX 2.39 20.86 4.94 19.40 9.34 ---
Henssler Equity Institutional HEQCX 3.63 10.48 5.71 8.87 8.32 13.13
Henssler Equity Investor HEQFX 3.53 9.86 5.56 8.29 7.73 12.52
Hartford Capital Appreciation HLS IA HIACX 2.42 21.43 5.05 19.98 9.89 14.36
Hartford Capital Appreciation HLS IB HIBCX 2.40 21.13 4.98 19.68 9.62 14.08
Hartford Stock HLS IB HIBSX 3.77 18.71 5.24 17.23 10.23 13.70
Harbor Large Cap Value Inv HILVX 2.54 20.45 5.87 19.41 13.94 15.86
JPMorgan Equity Index I HLEIX 3.38 21.08 7.20 20.22 12.09 15.43
Harbor Large Cap Value Retirement HNLVX 2.56 20.94 5.92 19.99 --- ---
Harbor Large Cap Value Admin HRLVX 2.57 20.56 5.86 19.52 14.05 15.99
Hartford Stock HLS IA HSTAX 3.79 18.99 5.30 17.52 10.50 13.98
Homestead Stock Index HSTIX 3.34 20.70 7.14 19.79 11.70 15.05
Voya Corporate Leaders 100 A IACLX 3.94 18.30 6.76 17.42 10.17 14.51
Voya Growth and Income Port A IAVGX 2.78 18.78 5.81 17.88 9.22 12.87
American Funds Invmt Co of Amer F2 ICAFX 3.04 18.68 6.17 17.70 11.12 14.90
Voya Corporate Leaders 100 C ICCLX 3.93 17.75 6.62 16.85 9.57 13.91
Ivy Dividend Opportunities E IDIEX 3.06 14.94 6.13 14.81 7.22 11.20
Ivy Dividend Opportunities N IDOTX 3.09 15.30 6.20 15.17 7.67 ---
Independent Franchise Partners US Equity IFPUX 4.08 20.03 4.31 20.30 12.56 14.32
Integrity Growth & Income A IGIAX 3.94 17.65 7.99 16.71 9.01 11.57
Voya Growth and Income Port S2 IGISX 2.80 18.88 5.86 17.95 9.28 12.93
Integrity Growth & Income C IGIUX 3.88 16.80 7.78 15.83 --- ---
Integrity Growth & Income I IGIVX 3.97 17.93 8.05 17.00 --- ---
AMF Large Cap Equity AMF IICAX 3.15 20.03 7.22 18.37 11.24 13.06
AMF Large Cap Equity H IICHX 3.15 20.21 7.16 18.51 11.40 13.21
Voya Corporate Leaders 100 I IICLX 3.93 18.69 6.84 17.80 10.53 14.88
Voya Russell Large Cap Index Port I IIRLX 3.41 22.22 7.39 21.60 12.47 15.51
Voya Growth and Income Port I IIVGX 2.82 19.30 5.95 18.43 9.72 13.39
IMS Dividend Growth IMSAX 5.00 17.22 9.04 16.47 8.73 11.36
Index Funds S&P 500 Equal Weight No Load INDEX 3.85 17.70 6.77 15.97 --- ---
Voya US Stock Index Port I INGIX 3.32 20.95 7.17 20.10 12.02 15.36
Catalyst Insider Buying A INSAX 4.33 15.64 5.65 15.24 4.63 11.07
Catalyst Insider Buying C INSCX 4.24 14.84 5.44 14.37 3.87 10.24
Catalyst Insider Buying I INSIX 4.35 15.96 5.73 15.56 4.90 ---
Voya Corporate Leaders 100 O IOCLX 3.94 18.27 6.77 17.38 10.10 14.48
Voya Multi-Manager Large Cp Core Port A IPFAX 4.97 20.28 7.33 19.18 10.06 13.91
Voya Index Plus LargeCap Port I IPLIX 4.67 23.78 8.40 22.62 12.30 15.81
Voya Index Plus LargeCap Port S IPLSX 4.67 23.49 8.35 22.31 12.03 15.52
Voya Multi-Manager Large Cp Core Port I IPPIX 5.10 20.97 7.57 19.95 10.73 14.62
Voya Multi-Manager Large Cp Core Port S IPPSX 5.04 20.66 7.44 19.59 10.43 14.32
Voya Corporate Leaders 100 R IRCLX 3.87 17.97 6.66 17.05 9.81 14.20
Voya Russell Large Cap Index Port S IRLCX 3.38 21.92 7.28 21.28 12.20 15.23
Voya Russell Large Cap Index Port A IRLIX 3.32 21.60 7.20 20.97 11.92 14.95
Voya Russell Large Cap Index Port S2 IRLUX 3.34 21.74 7.24 21.06 12.04 15.05
VY® Columbia Contrarian Core A ISBAX 4.20 20.85 5.76 19.47 11.36 15.39
VY® Columbia Contrarian Core S ISCSX 4.21 21.13 5.87 19.77 11.64 15.68
VY® Columbia Contrarian Core I ISFIX 4.26 21.46 5.93 20.07 11.92 15.99
Voya US Stock Index Port S2 ISIPX 3.34 20.52 7.05 19.61 11.55 14.90
Voya US Stock Index Port A ISIVX 3.31 20.39 7.08 19.50 11.43 14.75
Voya US Stock Index Port S ISJBX 3.36 20.74 7.09 19.82 11.74 15.09
Voya Growth and Income Port S ISVGX 2.80 19.03 5.87 18.12 9.44 13.09
Hartford Capital Appreciation A ITHAX 2.51 20.61 4.38 19.02 9.20 14.55
Hartford Capital Appreciation I ITHIX 2.52 20.90 4.44 19.33 9.52 14.91
Hartford Capital Appreciation R3 ITHRX 2.49 20.25 4.28 18.63 8.86 14.21
Hartford Capital Appreciation R4 ITHSX 2.51 20.59 4.38 18.99 9.20 14.56
Hartford Capital Appreciation R5 ITHTX 2.52 20.92 4.44 19.35 9.51 14.89
Hartford Capital Appreciation R6 ITHVX 2.53 21.02 4.46 19.45 9.60 ---
Ivy Dividend Opportunities A IVDAX 3.00 14.77 6.05 14.64 7.16 11.22
Ivy Dividend Opportunities B IVDBX 2.95 13.98 5.81 13.78 6.33 10.35
Ivy Dividend Opportunities C IVDCX 2.93 14.04 5.88 13.84 6.45 10.47
Ivy Dividend Opportunities I IVDIX 3.09 15.18 6.17 15.05 7.50 11.57
Ivy Dividend Opportunities Y IVDYX 2.99 14.86 6.06 14.73 7.24 11.30
Voya Corporate Leaders 100 W IWCLX 3.97 18.61 6.84 17.71 10.44 14.79
Guinness Atkinson™ Global Inntrs Inv IWIRX -0.26 32.95 6.05 32.76 13.14 18.43
Ivy Dividend Opportunities R IYDVX 3.00 14.52 6.01 14.33 6.89 ---
Janus Henderson Growth And Income S JADGX 5.36 23.88 10.77 23.24 13.35 15.80
Janus Henderson Growth And Income T JAGIX 5.40 24.18 10.86 23.57 13.64 16.09
Jamestown Equity JAMEX 4.12 19.03 8.81 17.76 8.36 12.84
JPMorgan US Large Cap Core Plus R5 JCPRX 2.93 20.55 7.35 19.65 10.89 15.91
JPMorgan US Research Enhanced Equity A JDEAX 3.28 20.53 6.92 19.69 9.79 14.64
JPMorgan US Research Enhanced Equity I JDESX 3.29 20.80 6.96 19.98 10.06 14.92
JPMorgan US Research Enhanced Equity R6 JDEUX 3.29 20.91 7.00 20.09 10.29 15.17
Prudential Jennison Equity Income Z JDEZX 2.92 15.74 5.64 15.99 6.42 10.97
Janus Henderson Growth And Income A JDNAX 5.40 24.11 10.84 23.48 13.56 16.00
Janus Henderson Growth And Income N JDNNX 5.41 --- 10.92 --- --- ---
Janus Henderson Growth And Income R JDNRX 5.35 23.59 10.71 22.93 13.06 15.50
Prudential Jennison Equity Income B JEIBX 2.84 14.59 5.38 14.79 5.37 9.86
Johnson Enhanced Return JENHX 3.18 20.86 6.66 20.20 12.47 15.73
Johnson Equity Income JEQIX 4.37 23.93 7.73 23.39 10.54 12.91
Janus Henderson Growth And Income C JGICX 5.33 23.24 10.63 22.58 12.72 15.12
Janus Henderson Growth And Income I JGINX 5.41 24.35 10.89 23.75 13.82 16.27
JHancock ESG Large Cap Core A JHJAX 3.66 16.02 5.55 14.79 --- ---
JHancock ESG Large Cap Core C JHJCX 3.60 15.16 5.41 14.01 --- ---
JHancock ESG Large Cap Core I JHJIX 3.74 16.29 5.71 15.22 --- ---
JHancock ESG Large Cap Core R6 JHJRX 3.74 16.38 5.71 15.29 --- ---
JHancock Fundamental Large Cap Core C JHLVX 3.20 19.67 5.29 18.54 12.24 14.15
JPMorgan Intrepid America A JIAAX 3.65 21.67 8.64 19.89 10.28 15.11
JPMorgan Intrepid America C JIACX 3.61 21.09 8.53 19.31 9.74 14.55
JPMorgan Intrepid America R6 JIAPX 3.71 22.28 8.79 20.56 --- ---
JPMorgan Intrepid America R5 JIARX 3.68 22.16 8.76 20.42 10.79 15.64
JPMorgan Intrepid America R2 JIAZX 3.65 21.38 8.57 19.62 10.01 14.83
JPMorgan Intrepid Sustainable Equity A JICAX 3.34 20.71 4.89 19.45 10.88 15.19
JPMorgan Intrepid Sustainable Equity C JICCX 3.29 20.14 4.75 18.85 10.33 14.62
JPMorgan Intrepid Sustainable Equity I JIISX 3.36 21.00 4.95 19.76 11.15 15.47
JPMorgan US Dynamic Plus I JILSX 3.00 19.39 8.01 17.55 10.16 14.85
JPMorgan US Large Cap Core Plus A JLCAX 2.89 20.06 7.21 19.12 10.40 15.40
JHancock Fundamental Large Cap Core R4 JLCFX 3.28 20.66 5.51 19.57 13.21 15.14
JHancock Fundamental Large Cap Core R3 JLCHX 3.23 20.20 5.38 19.08 12.77 14.68
JHancock Fundamental Large Cap Core R1 JLCRX 3.24 20.11 5.39 18.99 12.65 14.57
JHancock Fundamental Large Cap Core R5 JLCVX 3.29 20.88 5.55 19.82 13.43 15.37
JHancock Fundamental Large Cap Core R6 JLCWX 3.31 20.97 5.60 19.92 13.51 15.44
JHancock Fundamental Large Cap Core R2 JLCYX 3.24 20.36 5.43 19.27 12.93 14.89
JPMorgan US Large Cap Core Plus C JLPCX 2.85 19.49 7.10 18.54 9.86 14.83
JPMorgan US Large Cap Core Plus I JLPSX 2.89 20.31 7.26 19.41 10.68 15.69
JPMorgan US Large Cap Core Plus R6 JLPYX 2.93 --- --- --- --- ---
JPMorgan US Large Cap Core Plus R2 JLPZX 2.86 19.75 7.17 18.81 10.12 15.11
JHancock Fundamental Large Cap Core I JLVIX 3.30 20.82 5.54 19.74 13.38 15.32
JPMorgan US Equity L JMUEX 3.00 20.61 7.64 19.73 11.56 15.93
Janus Henderson Growth And Income D JNGIX 5.41 24.31 10.87 23.68 13.74 16.19
JPMorgan Tax Aware Equity I JPDEX 2.82 22.52 7.39 21.58 12.34 16.31
JPMorgan Tax Aware Equity A JPEAX 2.78 22.03 7.29 21.06 11.84 15.80
JPMorgan Tax Aware Equity C JPECX 2.74 21.45 7.13 20.49 11.29 15.22
JPMorgan Intrepid America I JPIAX 3.69 21.98 8.73 20.23 10.60 15.43
JPMorgan US Research Enhanced Equity L JPIEX 3.29 20.81 6.97 19.95 10.16 15.05
JPMorgan US Dynamic Plus A JPSAX 2.98 19.12 7.91 17.25 9.88 14.56
JPMorgan US Dynamic Plus C JPSCX 2.93 18.54 7.76 16.64 9.31 13.97
Janus Henderson US Managed Volatility A JRSAX 1.23 19.85 5.68 19.78 11.15 14.50
Janus Henderson US Managed Volatility C JRSCX 1.17 19.08 5.55 18.95 10.38 13.73
Janus Henderson US Managed Volatility D JRSDX 1.24 20.08 5.84 20.01 --- ---
Janus Henderson US Managed Volatility I JRSIX 1.32 20.27 5.77 20.18 11.48 14.86
Janus Henderson US Managed Volatility N JRSNX 1.32 20.36 5.89 20.34 11.56 ---
Janus Henderson US Managed Volatility S JRSSX 1.23 19.71 5.69 19.59 11.04 14.49
Janus Henderson US Managed Volatility T JRSTX 1.24 19.96 5.75 19.93 11.28 14.64
JPMorgan US Equity A JUEAX 2.96 20.25 7.53 19.28 11.17 15.53
JPMorgan US Equity C JUECX 2.86 19.59 7.36 18.71 10.63 14.96
JPMorgan US Equity R6 JUEMX 3.00 20.76 7.67 19.83 11.67 16.04
JPMorgan US Equity R3 JUEPX 2.90 20.14 7.49 19.23 --- ---
JPMorgan US Equity R4 JUEQX 2.95 20.42 7.58 19.50 --- ---
JPMorgan US Equity I JUESX 2.95 20.46 7.56 19.54 11.38 15.75
JPMorgan US Equity R2 JUEZX 2.92 19.88 7.51 19.00 10.90 15.25
JPMorgan US Equity R5 JUSRX 2.94 20.66 7.60 19.72 11.60 15.96
KP Large Cap Equity Institutional KPLCX 3.29 23.41 7.14 22.35 12.83 ---
Lord Abbett Calibrated Dividend Gr A LAMAX 3.96 17.79 7.47 16.52 10.96 13.48
Lord Abbett Calibrated Dividend Gr B LAMBX 3.93 16.93 7.28 15.65 10.14 12.63
Lord Abbett Calibrated Dividend Gr C LAMCX 3.95 16.98 7.30 15.66 10.16 12.64
Lord Abbett Calibrated Dividend Gr F LAMFX 4.03 18.02 7.58 16.79 11.16 13.68
Lord Abbett Calibrated Dividend Gr R6 LAMHX 4.05 18.21 7.66 17.01 --- ---
Lord Abbett Calibrated Dividend Gr P LAMPX 4.01 17.60 7.51 16.34 10.75 13.26
Lord Abbett Calibrated Dividend Gr R2 LAMQX 3.99 17.40 7.45 16.14 10.58 13.09
Lord Abbett Calibrated Dividend Gr R3 LAMRX 3.98 17.52 7.45 16.26 10.71 13.22
Lord Abbett Calibrated Dividend Gr R4 LAMSX 3.97 17.78 7.54 16.51 --- ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX 3.99 18.09 7.61 16.81 --- ---
Lord Abbett Calibrated Dividend Gr I LAMYX 4.06 18.07 7.60 16.87 11.26 13.76
Lord Abbett Calibrated Dividend Gr T LBDTX 4.03 --- 7.57 --- --- ---
Low Beta Tactical 500 Institutional LBETX 3.03 --- 4.05 --- --- ---
ClearBridge Dividend Strategy FI LBRIX 3.34 18.30 6.18 17.85 10.15 ---
Low Beta Tactical 500 Investor LBTTX 2.94 --- 3.96 --- --- ---
ClearBridge Dividend Strategy IS LCBEX 3.37 18.84 6.29 18.42 10.63 ---
ClearBridge Dividend Strategy 1 LCBOX 3.42 18.73 6.30 18.28 10.50 13.21
Columbia Contrarian Core A LCCAX 4.14 20.96 5.77 19.62 11.48 15.56
Columbia Contrarian Core C LCCCX 4.08 20.08 5.60 18.69 10.65 14.70
SEI Large Cap Index A (SIIT) LCIAX 3.34 20.96 7.16 20.06 12.10 15.57
Leland Thomson Reuters Private Eq Idx A LDPAX 6.74 27.08 12.89 25.73 --- ---
Leland Thomson Reuters Private Eq Idx C LDPCX 6.65 26.12 12.66 24.77 --- ---
Leland Thomson Reuters Private Eq Idx I LDPIX 6.79 27.39 13.00 26.15 --- ---
Leland Thomson Reuters Vntr Cptl Idx A LDVAX -0.98 52.30 6.86 48.87 20.62 ---
Leland Thomson Reuters Vntr Cptl Idx C LDVCX -0.99 51.09 6.69 47.79 --- ---
Leland Thomson Reuters Vntr Cptl Idx I LDVIX -0.91 52.53 6.97 49.24 20.80 ---
Lazard US Equity Concentrated Instl LEVIX 2.52 14.90 3.63 13.63 10.45 15.18
Lazard US Equity Concentrated Open LEVOX 2.51 14.60 3.55 13.28 10.14 14.78
ClearBridge Value A LGVAX 3.93 14.01 4.37 12.39 8.44 14.37
Longleaf Partners LLPFX 2.01 12.54 2.92 9.32 4.18 8.87
ClearBridge Appreciation IS LMESX 3.60 19.62 7.11 19.02 11.11 13.92
QS US Large Cap Equity IS LMISX 3.74 22.51 8.46 21.68 10.53 14.83
ClearBridge Dividend Strategy R LMMRX 3.31 18.06 6.10 17.57 9.92 12.59
ClearBridge Value I LMNVX 3.96 14.26 4.43 12.65 8.69 14.62
ClearBridge Appreciation FI LMPIX 3.53 19.11 6.93 18.42 10.65 13.43
ClearBridge Appreciation R LMPPX 3.51 18.81 6.85 18.11 10.32 13.10
QS US Large Cap Equity I LMTIX 3.80 22.52 8.46 21.69 --- ---
QS US Large Cap Equity FI LMUSX 3.73 22.14 8.37 21.28 10.15 14.46
ClearBridge Value FI LMVFX 3.93 13.91 4.34 12.29 8.36 14.29
ClearBridge Value R LMVRX 3.90 13.65 4.24 12.02 8.06 13.92
ClearBridge Value C LMVTX 3.88 13.24 4.19 11.59 7.67 13.53
Scharf Institutional LOGIX 3.71 13.93 2.89 13.05 7.16 12.22
Scharf Retail LOGRX 3.67 13.63 2.83 12.72 --- ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX 4.05 --- 7.66 --- --- ---
Summit GI US Low Volatility Equity A LVOLX 5.14 15.14 6.21 14.16 --- ---
Lazard US Strategic Equity Open LZUOX 3.09 17.15 5.54 16.36 7.87 12.31
Lazard US Strategic Equity Instl LZUSX 3.10 17.57 5.63 16.71 8.21 12.66
MainStay Epoch US All Cap A MAAAX 2.92 22.10 7.80 21.08 10.41 14.77
Mutual of America Instl Equity Index MAEQX 3.21 20.93 7.40 19.94 11.54 15.51
Mutual of America Instl All America MALLX 3.12 18.82 7.31 17.52 10.54 14.37
BlackRock Advantage Large Cap Core Instl MALRX 3.74 22.02 7.18 21.24 11.80 15.28
MainStay MAP Equity A MAPAX 3.39 22.37 6.97 21.94 9.78 12.91
MainStay MAP Equity B MAPBX 3.32 21.30 6.72 20.83 8.76 11.88
MainStay MAP Equity R1 MAPRX 3.42 22.54 7.02 22.15 9.94 13.07
Convergence Core Plus Institutional MARNX 4.16 17.18 8.41 15.35 10.54 13.96
MainStay Epoch US All Cap I MATIX 2.89 22.38 7.82 21.32 10.68 15.06
MainStay Epoch US All Cap B MAWBX 2.80 20.93 7.51 19.83 9.26 13.54
MainStay Epoch US All Cap C MAWCX 2.80 20.86 7.46 19.77 9.24 13.52
MainStay Epoch US All Cap Inv MAWNX 2.90 21.86 7.71 20.78 10.09 14.39
BlackRock Advantage Large Cap Core Inv B MBLRX 3.62 20.76 6.90 19.93 10.56 14.00
BlackRock Advantage Large Cap Core Inv C MCLRX 3.65 20.81 6.93 20.04 10.59 14.03
MainStay Common Stock Inv MCSSX 3.61 22.53 8.58 21.08 10.71 15.24
BlackRock Advantage Large Cap Core Inv A MDLRX 3.66 21.65 7.09 20.91 11.48 14.96
Meehan Focus MEFOX 4.68 20.43 8.49 17.93 7.56 11.51
AMG FQ Long-Short Equity I MEQFX 2.34 15.43 5.14 15.25 8.66 12.57
AMG FQ Tax-Managed US Equity N MFQAX 2.56 16.89 6.34 15.79 9.01 14.74
AMG FQ Tax-Managed US Equity I MFQTX 2.59 17.18 6.40 16.12 9.28 15.04
MFS® Research B MFRBX 2.83 22.20 6.37 21.13 10.84 13.71
MFS® Research C MFRCX 2.83 22.22 6.34 21.12 10.84 13.70
MFS® Research A MFRFX 2.88 23.08 6.55 22.02 11.68 14.56
MFS® Research R3 MFRHX 2.88 23.04 6.54 21.99 11.67 14.56
MFS® Research R4 MFRJX 2.90 23.36 6.61 22.32 11.96 14.85
MFS® Research R6 MFRKX 2.90 23.45 6.64 22.41 12.05 14.94
MFS® Research R1 MFRLX 2.82 22.19 6.36 21.10 10.84 13.70
MassMutual Select Equity Opports A MFVAX 4.70 20.91 7.30 19.39 9.92 15.13
MassMutual Select Equity Opports R4 MFVFX 4.74 21.05 7.31 19.53 10.04 ---
MassMutual Select Equity Opports R3 MFVNX 4.71 20.70 7.24 19.23 9.74 14.91
MassMutual Select Equity Opports R5 MFVSX 4.77 21.42 7.41 19.94 10.41 15.67
MassMutual Select Equity Opports I MFVZX 4.78 21.54 7.43 20.05 10.52 15.79
MainStay Common Stock C MGOCX 3.54 21.66 8.40 20.21 9.87 14.37
MM S&P 500® Index R4 MIEAX 3.37 20.61 7.12 19.73 11.63 14.96
MM S&P 500® Index Adm MIEYX 3.38 20.81 7.15 19.91 11.81 15.15
MM S&P 500® Index R5 MIEZX 3.38 21.10 7.19 20.22 12.07 15.44
Oppenheimer Main Street C MIGCX 3.29 16.33 3.74 16.04 10.48 13.57
Oppenheimer Main Street Y MIGYX 3.36 17.42 4.01 17.20 11.59 14.71
BNY Mellon Large Cap Stock Inv MILCX 3.92 20.86 7.42 19.59 10.24 13.72
MFS® Massachusetts Investors Tr R2 MIRTX 3.21 22.59 6.75 21.87 11.16 14.26
Midas Magic MISEX 5.32 16.95 12.15 14.24 9.64 12.40
MFS® Massachusetts Investors Tr B MITBX 3.17 22.03 6.59 21.25 10.61 13.70
MFS® Massachusetts Investors Tr C MITCX 3.16 22.02 6.57 21.21 10.60 13.69
MFS® Massachusetts Investors Tr R4 MITDX 3.25 23.19 6.86 22.48 11.72 14.84
MFS® Massachusetts Investors Tr R1 MITGX 3.15 22.00 6.61 21.25 10.60 13.69
MFS® Massachusetts Investors Tr R3 MITHX 3.22 22.86 6.79 22.14 11.44 14.55
MFS® Massachusetts Investors Tr I MITIX 3.28 23.17 6.88 22.45 11.71 14.83
MFS® Massachusetts Investors Tr R6 MITJX 3.24 23.26 6.87 22.54 11.81 14.93
MFS® Massachusetts Investors Tr A MITTX 3.22 22.91 6.80 22.16 11.44 14.57
Morgan Stanley Instl Global Core A MLMAX 1.92 21.88 5.99 21.80 --- ---
Morgan Stanley Instl Global Core C MLMCX 1.85 21.02 5.77 20.91 --- ---
Morgan Stanley Instl Global Core I MLMIX 2.00 22.36 6.15 22.21 --- ---
Morgan Stanley Instl Global Core IS MLMSX 2.00 22.36 6.15 22.23 --- ---
MFS® Low Volatility Equity A MLVAX 2.76 16.42 5.44 15.94 10.96 ---
MFS® Low Volatility Equity B MLVBX 2.69 15.46 5.18 15.01 10.11 ---
MFS® Low Volatility Equity C MLVGX 2.70 15.55 5.20 15.01 10.11 ---
MFS® Low Volatility Equity I MLVHX 2.82 16.69 5.49 16.18 11.21 ---
MFS® Low Volatility Equity R1 MLVMX 2.68 15.59 5.24 15.05 10.14 ---
MFS® Low Volatility Equity R2 MLVOX 2.74 16.13 5.35 15.57 10.69 ---
MFS® Low Volatility Equity R3 MLVPX 2.82 16.43 5.41 15.95 10.96 ---
MFS® Low Volatility Equity R4 MLVRX 2.82 16.66 5.48 16.17 11.22 ---
MFS® Low Volatility Equity R6 MLVTX 2.75 16.74 5.43 16.28 11.31 ---
MainStay MAP Equity R3 MMAPX 3.37 21.98 6.88 21.53 9.40 12.52
MM S&P 500® Index A MMFFX 3.34 20.54 7.11 19.60 11.55 ---
MassMutual Select Equity Opports Adm MMFVX 4.76 21.21 7.37 19.75 10.20 15.42
MassMutual Select Equity Opports Svc MMFYX 4.76 21.31 7.38 19.81 10.31 15.56
MM S&P 500® Index Svc MMIEX 3.33 20.84 7.14 20.00 11.91 15.24
MM S&P 500® Index R3 MMINX 3.34 20.32 7.01 19.46 11.36 14.68
MM S&P 500® Index I MMIZX 3.38 21.19 7.25 20.33 12.20 15.56
MainStay MAP Equity C MMPCX 3.35 21.30 6.72 20.83 8.76 11.87
MassMutual Premier Main Street Adm MMSLX 3.31 16.99 3.83 16.71 11.12 14.29
MassMutual Premier Main Street R3 MMSNX 3.35 16.57 3.80 16.33 10.71 13.82
MassMutual Premier Main Street R5 MMSSX 3.38 17.27 4.00 17.02 11.36 14.54
MassMutual Premier Main Street Svc MMSYX 3.36 17.10 3.96 16.88 11.26 14.43
Manor MNRMX 3.21 20.86 7.11 19.87 9.25 13.80
Castle Focus Investor MOATX 2.11 12.46 1.44 11.42 6.96 8.46
MainStay Common Stock B MOPBX 3.54 21.70 8.39 20.25 9.88 14.39
Mairs & Power Growth Inv MPGFX 4.12 15.45 7.18 13.55 10.16 13.84
BNY Mellon Large Cap Stock M MPLCX 4.12 21.15 7.67 20.09 10.52 14.01
MainStay MAP Equity R2 MPRRX 3.39 22.25 6.93 21.82 9.66 12.79
MFS® Core Equity R2 MRERX 2.63 23.44 6.77 22.71 12.08 15.17
MFS® Research I MRFIX 2.90 23.37 6.62 22.30 11.95 14.84
Marshfield Concentrated Opportunity MRFOX 5.82 26.04 10.69 24.14 --- ---
MFS® Core Equity A MRGAX 2.67 23.73 6.84 23.01 12.35 15.47
MFS® Core Equity B MRGBX 2.59 22.84 6.59 22.10 11.51 14.60
MFS® Core Equity C MRGCX 2.62 22.83 6.63 22.13 11.52 14.59
MFS® Core Equity R1 MRGGX 2.59 22.84 6.63 22.10 11.51 14.59
MFS® Core Equity R3 MRGHX 2.68 23.71 6.83 23.02 12.34 15.46
MFS® Core Equity R4 MRGJX 2.67 24.02 6.87 23.32 12.62 15.74
MFS® Core Equity R6 MRGKX 2.68 24.09 6.89 23.43 12.73 ---
MFS® Core Equity I MRGRX 2.68 24.01 6.86 23.33 12.63 15.74
BlackRock Advantage Large Cap Core R MRLRX 3.68 21.40 7.07 20.59 11.17 14.63
Oppenheimer Main Street A MSIGX 3.36 17.20 3.96 16.95 11.33 14.43
BlackRock Advantage Large Cap Core Svc MSLRX 3.66 21.73 7.10 20.93 11.36 14.85
MainStay MAP Equity Investor MSMIX 3.41 22.17 6.92 21.71 9.58 12.71
MainStay Common Stock A MSOAX 3.64 22.84 8.66 21.41 10.98 15.57
MainStay Common Stock I MSOIX 3.63 23.12 8.71 21.71 11.26 15.84
MainStay Common Stock R3 MSOSX 3.57 22.42 8.56 20.95 --- ---
MainStay S&P 500 Index I MSPIX 3.36 20.95 7.17 20.07 11.95 15.29
MFS® Research R2 MSRRX 2.86 22.78 6.46 21.69 11.39 14.27
MassMutual Premier Main Street A MSSAX 3.26 16.70 3.80 16.50 10.87 14.01
MassMutual Premier Main Street R4 MSSRX 3.29 16.83 3.83 16.53 10.96 ---
MainStay S&P 500 Index A MSXAX 3.33 20.66 7.09 19.79 11.68 15.01
MassMutual Premier Main Street I MSZIX 3.38 17.37 4.00 17.12 11.46 ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX 3.33 21.53 7.84 20.99 11.77 14.67
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX 3.34 21.81 7.88 21.22 12.03 14.60
MainStay MAP Equity I MUBFX 3.43 22.65 7.02 22.24 10.05 13.19
MFS® Blended Research Core Equity A MUEAX 4.05 19.90 7.82 18.65 10.43 14.50
MFS® Blended Research Core Equity C MUECX 3.99 19.04 7.62 17.75 9.60 13.64
MFS® Blended Research Core Equity R1 MUERX 4.01 19.09 7.62 17.79 9.62 13.66
MFS® Blended Research Core Equity R2 MUESX 4.02 19.63 7.73 18.34 10.16 14.21
MFS® Blended Research Core Equity R3 MUETX 4.06 19.93 7.80 18.66 10.44 14.50
MFS® Blended Research Core Equity R4 MUEUX 4.08 20.19 7.87 18.96 10.70 14.78
MFS® Blended Research Core Equity R6 MUEVX 4.11 20.38 7.95 19.13 10.84 14.93
Muhlenkamp MUHLX 2.53 18.61 5.16 18.00 3.32 7.85
Nationwide Institutional Service MUIFX 2.60 19.86 6.69 19.22 11.69 14.62
Morgan Stanley Instl US Core A MUOAX 2.76 18.41 6.85 17.96 --- ---
Morgan Stanley Instl US Core C MUOCX 2.68 17.58 6.62 17.01 --- ---
Morgan Stanley Instl US Core I MUOIX 2.73 18.85 6.89 18.30 --- ---
Morgan Stanley Instl US Core IS MUOSX 2.76 18.89 6.92 18.35 --- ---
MFS® Blended Research Core Equity B MUSBX 4.00 19.08 7.62 17.81 9.60 13.65
MFS® Blended Research Core Equity I MUSEX 4.09 20.20 7.89 18.92 10.70 14.79
Victory S&P 500 Index A MUXAX 3.34 20.58 7.08 19.69 11.68 14.96
Victory S&P 500 Index R MUXRX 3.30 20.10 7.01 19.15 11.21 14.51
Victory S&P 500 Index Y MUXYX 3.32 20.76 7.14 19.90 11.90 15.17
Marathon Value Portfolio MVPFX 3.38 15.33 6.21 14.41 9.75 11.93
Metropolitan West AlphaTrak 500 MWATX 3.16 20.12 6.68 24.36 14.33 17.26
Federated Max-Cap Index C MXCCX 3.30 19.98 6.96 18.98 10.94 14.30
Great-West S&P 500® Index Institutional MXKWX 3.37 21.13 7.26 20.29 --- ---
Great-West S&P 500® Index Investor MXVIX 3.30 20.66 7.09 19.80 11.65 15.00
Great-West S&P 500® Index L MXVJX 3.31 20.39 7.04 19.52 11.37 14.72
Matthew 25 MXXVX 4.82 21.33 10.85 19.78 11.79 14.91
Mainstay US Equity Opportunities C MYCCX 4.19 20.90 10.07 19.88 12.35 16.85
Mainstay US Equity Opportunities I MYCIX 4.32 22.15 10.47 21.25 13.62 18.18
Mainstay US Equity Opportunities Inv MYCNX 4.21 21.64 10.20 20.72 13.17 17.70
Mainstay US Equity Opportunities A MYCTX 4.22 21.87 10.32 20.95 13.29 17.89
MainStay S&P 500 Index Inv MYSPX 3.30 20.51 7.05 19.65 11.55 14.88
Nuveen Santa Barbara Dividend Growth R3 NBDRX 3.99 18.95 7.04 18.19 9.78 12.45
Neuberger Berman Focus Adv NBFAX 4.05 18.65 2.93 18.64 9.19 13.47
Neuberger Berman Focus Tr NBFCX 3.99 18.82 3.03 18.89 9.38 13.65
Neuberger Berman Focus Inv NBSSX 4.03 18.97 3.09 19.10 9.58 13.86
Natixis Oakmark C NECOX 2.70 18.93 6.99 17.62 10.96 15.11
Natixis Oakmark A NEFOX 2.73 19.73 7.18 18.49 11.78 15.96
Columbia Large Cap Index A NEIAX 3.33 20.78 7.12 19.91 11.83 15.16
Natixis Oakmark Y NEOYX 2.76 20.04 7.26 18.80 12.07 16.27
Neuberger Berman Focus A NFAAX 3.98 18.69 3.01 18.82 9.35 13.64
Neuberger Berman Focus C NFACX 3.85 17.84 2.81 17.98 8.55 12.80
Neuberger Berman Focus Inst NFALX 4.02 19.12 3.12 19.24 9.75 14.05
Columbia Large Cap Index Inst NINDX 3.35 21.06 7.18 20.20 12.11 15.45
Nuveen Large Cap Core A NLACX 5.29 19.19 7.75 16.31 10.32 ---
Nuveen Large Cap Core C NLCDX 5.23 18.36 7.54 15.44 9.49 ---
Nuveen Large Cap Core R6 NLCFX 5.32 19.52 7.81 16.64 --- ---
Nuveen Large Cap Core I NLCIX 5.32 19.45 7.82 16.60 10.59 ---
Columbia Large Cap Enhanced Core A NMIAX 3.90 23.22 8.14 21.81 11.40 15.83
Columbia Large Cap Enhanced Core Inst NMIMX 3.87 23.46 8.20 22.05 11.66 16.13
Neuberger Berman Multi-Cap Opp A NMUAX 4.77 23.47 7.45 22.44 12.32 15.82
Neuberger Berman Multi-Cap Opp C NMUCX 4.70 22.63 7.24 21.47 11.51 14.95
Neuberger Berman Multi-Cap Opp Inst NMULX 4.78 23.91 7.55 22.82 12.74 16.25
Northern Active M US Equity NMUSX 3.20 16.65 6.20 15.65 --- ---
Natixis Oakmark N NOANX 2.76 --- 7.29 --- --- ---
Nuveen Symphony Low Volatility Equity A NOPAX 3.38 18.79 7.11 17.53 10.12 14.12
Nuveen Symphony Low Volatility Equity C NOPCX 3.35 17.94 6.92 16.65 9.30 13.27
Nuveen Symphony Low Volatility Equity R6 NOPFX 3.40 19.17 7.18 17.94 --- ---
Nuveen Symphony Low Volatility Equity I NOPRX 3.41 19.06 7.19 17.84 10.40 14.39
Northern Stock Index NOSIX 3.37 21.15 7.21 20.29 12.21 15.55
Nuveen Santa Barbara Dividend Growth A NSBAX 3.99 19.20 7.09 18.46 10.05 12.74
Nuveen Santa Barbara Dividend Growth C NSBCX 3.95 18.36 6.92 17.58 9.22 11.90
Nuveen Santa Barbara Dividend Growth R6 NSBFX 4.00 19.55 7.17 18.82 10.40 ---
Nuveen Santa Barbara Dividend Growth I NSBRX 4.01 19.50 7.15 18.76 10.31 13.02
Columbia Select Large Cap Equity Inst NSEPX 3.27 24.32 7.14 23.22 13.53 15.87
Columbia Select Large Cap Equity A NSGAX 3.26 23.92 7.10 22.93 13.24 15.57
Columbia Select Large Cap Equity C NSGCX 3.22 23.18 6.91 22.01 12.41 14.73
Nationwide A NWFAX 2.60 19.61 6.62 18.91 11.43 14.36
Nationwide Large Cap Equity A NWGHX 4.52 21.36 8.12 20.58 11.05 14.08
Nationwide Large Cap Equity C NWGIX 4.43 20.55 7.96 19.76 10.35 13.37
Nationwide Large Cap Equity R6 NWGJX 4.57 21.81 8.25 21.06 11.50 ---
Nationwide Large Cap Equity Ins Svc NWGKX 4.50 21.58 8.24 20.85 11.36 14.39
Davis NY Venture B NYVBX 2.96 18.95 8.56 17.25 11.49 13.86
Davis NY Venture C NYVCX 3.01 19.20 8.63 17.53 11.70 14.06
Davis NY Venture R NYVRX 3.06 19.76 8.79 18.09 12.25 14.60
Davis NY Venture A NYVTX 3.06 20.08 8.85 18.41 12.57 14.95
Oakmark Select Investor OAKLX 1.35 14.82 6.69 13.14 9.97 15.27
Oakmark Investor OAKMX 2.83 20.12 7.35 18.84 12.08 16.05
Oakmark Select Institutional OANLX 1.37 15.01 6.75 13.35 --- ---
Oakmark Institutional OANMX 2.87 20.30 7.40 19.04 --- ---
Oppenheimer Rising Dividends A OARDX 3.00 17.06 4.82 16.81 7.81 11.41
Oakmark Select Service OARLX 1.33 14.52 6.63 12.85 9.63 14.92
Oakmark Service OARMX 2.81 19.82 7.28 18.53 11.72 15.70
Oakmark Select Advisor OAYLX 1.35 14.98 6.75 13.32 --- ---
Oakmark Advisor OAYMX 2.84 20.26 7.38 19.01 --- ---
Oppenheimer Rising Dividends B OBRDX 2.91 16.18 4.56 15.89 6.98 10.52
Oppenheimer Rising Dividends C OCRDX 2.90 16.22 4.54 15.85 6.98 10.57
JPMorgan Equity Index C OEICX 3.29 20.11 6.98 19.16 11.03 14.31
O'Shaughnessy All Cap Core A OFAAX 1.35 16.19 5.35 16.24 11.19 15.04
O'Shaughnessy All Cap Core C OFACX 2.25 16.49 6.15 16.47 10.64 14.36
Olstein All Cap Value Adv OFAFX 4.98 14.03 6.06 11.89 6.95 13.53
O'Shaughnessy All Cap Core I OFAIX 1.01 16.06 5.02 16.06 11.29 15.21
Olstein All Cap Value C OFALX 4.83 12.97 5.79 10.76 5.87 12.45
JPMorgan Equity Index A OGEAX 3.36 20.79 7.14 19.93 11.82 15.14
JPMorgan Equity Index R6 OGFAX 3.38 21.25 7.24 20.41 --- ---
Oppenheimer Rising Dividends I OIRDX 3.03 17.52 4.90 17.27 8.26 11.88
Oppenheimer Main Street R OMGNX 3.33 16.89 3.89 16.64 11.04 14.14
Oppenheimer Main Street All Cap B OMOBX 2.53 15.03 3.72 14.54 7.97 10.98
Oppenheimer Main Street B OMSBX 3.27 16.32 3.74 16.04 10.48 13.53
Oppenheimer Main Street All Cap C OMSCX 2.56 15.04 3.75 14.62 7.98 11.01
Oppenheimer Main Street I OMSIX 3.38 17.62 4.05 17.40 11.79 14.91
Oppenheimer Main Street All Cap R OMSNX 2.58 15.55 3.86 15.15 8.50 11.56
Oppenheimer Main Street All Cap A OMSOX 2.56 15.85 3.91 15.45 8.77 11.83
Oppenheimer Main Street All Cap Y OMSYX 2.60 16.15 3.97 15.70 9.05 12.13
Oppenheimer Rising Dividends R ONRDX 2.95 16.76 4.71 16.44 7.53 11.11
Oak Ridge Dividend Growth A ORDAX 3.88 19.53 8.15 19.34 10.29 ---
Oak Ridge Dividend Growth I ORDNX 3.91 19.86 8.23 19.67 10.56 ---
Osterweis OSTFX 2.29 13.18 3.91 13.39 4.50 9.66
Old Westbury All Cap Core OWACX 2.81 20.21 5.71 19.11 7.88 10.39
Oppenheimer Rising Dividends Y OYRDX 3.02 17.32 4.89 17.07 8.07 11.67
T. Rowe Price Capital Opportunity Adv PACOX 3.10 23.07 7.09 22.28 12.64 15.48
Pacific Advisors Large Cap Value A PAGTX 4.05 17.11 8.11 15.84 9.06 12.06
Prudential QMA Defensive Equity A PAMGX 4.19 16.19 7.00 15.57 9.26 11.06
Prudential QMA Defensive Equity Q PAMQX 4.23 16.62 7.04 --- --- ---
Parnassus PARNX 4.11 15.32 5.32 15.12 10.74 15.45
Parnassus Endeavor Investor PARWX 3.21 20.32 6.68 20.66 15.67 18.75
T. Rowe Price US Large-Cap Core Adv PAULX 2.78 20.77 6.41 19.94 12.69 15.42
Pax ESG Beta Dividend Fund Indl Inv PAXDX 3.97 18.14 7.66 --- --- ---
Pax Large Cap Fund Individual Investor PAXLX 3.51 20.01 6.99 --- --- ---
Payson Total Return PBFDX 2.75 21.86 5.94 20.94 9.79 11.39
Principal Capital Appreciation R1 PCAMX 3.45 19.71 7.24 19.01 10.61 14.22
Principal Capital Appreciation R2 PCANX 3.48 19.88 7.29 19.17 10.76 14.37
Principal Capital Appreciation R3 PCAOX 3.50 20.08 7.33 19.38 10.95 14.58
Principal Capital Appreciation R4 PCAPX 3.51 20.29 7.38 19.60 11.16 14.79
Principal Capital Appreciation R5 PCAQX 3.53 20.44 7.42 19.75 11.30 14.93
T. Rowe Price Capital Opportunity I PCCOX 3.15 23.56 7.20 22.77 --- ---
Putnam Investors C PCINX 3.47 20.66 7.75 19.58 10.13 14.47
Pioneer C PCODX 3.58 19.91 6.54 19.46 9.75 13.37
Pioneer Core Equity C PCOTX 3.81 23.26 7.51 22.40 9.88 13.00
T. Rowe Price Dividend Growth I PDGIX 3.07 19.41 6.34 18.57 --- ---
Virtus Rampart Enhanced Core Equity A PDIAX 3.16 21.83 7.39 20.18 12.99 15.54
Prudential QMA Defensive Equity Z PDMZX 4.17 16.48 7.05 15.80 9.50 11.32
Prudential QMA Stock Index I PDSIX 3.36 21.11 7.20 20.24 12.14 15.48
Dreyfus S&P 500 Index PEOPX 3.34 20.75 7.13 19.89 11.76 15.11
Pacific Funds Large-Cap C PFCCX 3.07 19.79 6.57 18.78 --- ---
Pacific Funds Large-Cap Advisor PFCDX 3.19 21.03 6.92 20.03 --- ---
Pacific Funds Large-Cap Investor PFCRX 3.09 20.70 6.78 19.56 --- ---
Pacific Financial Explorer I PFGPX 2.39 18.21 5.42 17.18 8.80 12.55
Pacific Financial Core Equity I PFGQX 2.96 16.48 6.67 15.53 9.00 11.92
Pacific Funds Large-Cap S PFKIX 3.13 21.09 6.97 20.11 --- ---
Pacific Funds Large-Cap A PFLAX 3.13 20.71 6.78 19.59 --- ---
Pacific Financial Explorer Inv PFLPX 2.23 17.38 5.12 16.31 7.99 11.74
Pacific Financial Core Equity Inv PFLQX 2.81 15.55 6.40 14.57 8.19 11.09
Parnassus Institutional PFPRX 4.13 15.48 5.36 15.29 --- ---
Parnassus Endeavor Institutional PFPWX 3.23 20.52 6.72 20.86 --- ---
Pacific Advisors Large Cap Value C PGCCX 3.99 16.30 7.92 15.01 8.22 11.22
Virtus Rampart Enhanced Core Equity C PGICX 3.09 20.93 7.15 19.27 12.15 14.67
PNC S&P 500 Index A PIIAX 3.54 20.89 7.30 19.98 11.70 15.08
Prudential QMA Defensive Equity C PIMGX 4.09 15.32 6.78 14.69 8.44 10.22
Putnam Investors A PINVX 3.54 21.54 7.95 20.46 10.96 15.32
Pioneer A PIODX 3.63 20.79 6.76 20.41 10.62 14.26
Pioneer R PIORX 3.60 20.30 6.61 19.91 10.18 13.83
Pioneer Core Equity A PIOTX 3.86 24.28 7.71 23.40 10.79 13.96
Putnam Investors R6 PIVEX 3.59 22.02 8.06 20.95 11.42 15.84
Putnam Investors R PIVRX 3.48 21.23 7.86 20.19 10.68 15.04
Prudential Jennison Rising Dividend A PJDAX 2.53 16.77 4.97 16.65 8.80 ---
Prudential Jennison Rising Dividend C PJDCX 2.53 15.97 4.78 15.82 8.00 ---
Prudential Jennison Rising Dividend Q PJDQX 2.53 --- --- --- --- ---
Prudential Jennison Rising Dividend Z PJDZX 2.61 17.05 5.03 17.01 9.09 ---
Prudential Jennison Equity Income R PJERX 2.80 15.11 5.51 15.36 5.89 10.41
Prudential Jennison Equity Opportunity C PJGCX 3.72 13.45 7.36 12.53 9.27 12.58
Prudential Jennison Equity Opportunity Z PJGZX 3.82 14.54 7.58 13.63 10.37 13.72
Prudential Jennison Equity Opportunity A PJIAX 3.77 14.23 7.53 13.27 10.04 13.38
Prudential Jennison Equity Opportunity B PJIBX 3.72 13.39 7.23 12.41 9.25 12.57
Prudential Jennison Equity Income Q PJIQX 2.86 15.80 5.65 16.07 6.53 11.09
Prudential Jennison Equity Opportunity Q PJOQX 3.81 14.63 7.62 13.72 10.52 ---
Prudential Jennison Equity Opportunity R PJORX 3.70 13.89 7.40 12.98 9.79 13.13
PNC Multi-Factor All Cap A PLEAX 3.21 17.64 7.25 17.11 10.01 13.34
PNC Multi-Factor All Cap C PLECX 3.11 16.89 7.09 16.39 9.27 12.55
PNC Multi-Factor All Cap I PLEIX 3.19 17.97 7.33 17.52 10.30 13.63
Principal Large Cap S&P 500 Index Inst PLFIX 3.38 21.10 7.18 20.21 12.11 15.46
Principal Large Cap S&P 500 Index R3 PLFMX 3.27 20.45 7.02 19.52 11.49 14.82
Principal Large Cap S&P 500 Index R2 PLFNX 3.27 20.18 7.00 19.33 11.28 14.60
Principal Large Cap S&P 500 Index R5 PLFPX 3.34 20.76 7.10 19.90 11.84 15.18
Principal Large Cap S&P 500 Index R4 PLFSX 3.32 20.67 7.05 19.73 11.70 15.04
Principal Large Cap S&P 500 Index C PLICX 3.24 19.79 6.89 18.86 10.85 14.16
Putnam Research R6 PLJMX 2.04 23.12 6.07 22.63 --- ---
Principal Large Cap S&P 500 Index R1 PLPIX 3.24 20.06 6.94 19.13 11.14 14.46
Principal Large Cap S&P 500 Index A PLSAX 3.33 20.74 7.13 19.89 11.79 15.08
Putnam Low Volatility Equity A PLVEX 3.20 13.16 5.80 12.84 5.26 ---
Putnam Low Volatility Equity B PLVFX 3.16 12.35 5.62 12.03 4.47 ---
Putnam Low Volatility Equity C PLVGX 3.17 12.37 5.63 12.06 4.45 ---
Putnam Low Volatility Equity M PLVHX 3.16 12.68 5.68 12.26 4.71 ---
Putnam Low Volatility Equity Y PLVKX 3.22 13.37 5.81 13.06 5.48 ---
PMC Diversified Equity PMDEX 2.69 20.03 5.99 18.84 8.16 11.01
Putnam Multi-Cap Core A PMYAX 3.85 22.06 7.72 20.72 11.29 16.70
Putnam Multi-Cap Core B PMYBX 3.81 21.18 7.54 19.82 10.47 15.84
Putnam Multi-Cap Core C PMYCX 3.80 21.19 7.53 19.76 10.46 15.83
Putnam Multi-Cap Core M PMYMX 3.82 21.47 7.59 20.06 10.75 16.13
Putnam Multi-Cap Core Y PMYYX 3.85 22.33 7.80 20.93 11.57 16.99
Putnam Multi-Cap Core R PMYZX 3.85 21.76 7.69 20.42 11.03 16.42
Putnam Research A PNRAX 2.00 22.60 5.94 22.11 10.96 15.17
Putnam Investors B PNVBX 3.44 20.69 7.72 19.55 10.14 14.46
Putnam Investors M PNVMX 3.50 20.96 7.82 19.87 10.42 14.76
Putnam Investors Y PNVYX 3.56 21.79 7.98 20.77 11.24 15.62
Pin Oak Equity POGSX 5.98 14.43 9.03 14.05 13.95 16.47
T. Rowe Price Total Equity Market Idx POMIX 3.32 20.16 7.07 19.20 11.89 15.38
PRIMECAP Odyssey Stock POSKX 4.60 24.85 9.23 24.11 13.36 17.20
PNC S&P 500 Index C PPICX 3.48 20.04 7.09 19.12 10.88 14.23
PIMCO StocksPLUS® Admin PPLAX 3.38 21.46 7.19 20.58 11.94 15.57
Prudential QMA US Broad Market Index Q PQBMX 3.35 20.29 7.22 19.38 --- ---
Prudential QMA Stock Index Q PQSIX --- --- --- --- --- ---
Putnam Research C PRACX 1.95 21.76 5.75 21.24 10.13 14.31
Parnassus Core Equity Investor PRBLX 2.92 16.45 5.64 15.88 9.78 14.44
T. Rowe Price Capital Opportunity PRCOX 3.15 23.43 7.21 22.63 12.97 15.82
T. Rowe Price Dividend Growth PRDGX 3.07 19.29 6.31 18.42 11.86 14.82
T. Rowe Price Equity Index 500 PREIX 3.35 21.02 7.18 20.16 12.04 15.38
Putnam Research B PRFBX 1.98 21.79 5.78 21.22 10.14 14.31
Putnam Research M PRFMX 2.00 22.08 5.84 21.53 10.41 14.60
T. Rowe Price Growth & Income PRGIX 2.79 21.16 6.48 20.43 11.57 15.18
Parnassus Core Equity Institutional PRILX 2.94 16.70 5.71 16.11 10.01 14.65
Putnam Research R PRSRX 1.99 22.33 5.88 21.83 10.68 14.89
T. Rowe Price Equity Index 500 I PRUIX 3.38 21.20 7.24 20.35 --- ---
PNC S&P 500 Index R5 PSFFX 3.53 20.88 7.16 20.03 11.87 ---
Prudential QMA Stock Index A PSIAX 3.34 20.70 7.11 19.83 11.76 15.09
Prudential QMA Stock Index C PSICX 3.28 19.98 6.94 19.07 11.05 14.36
Prudential QMA Stock Index Z PSIFX 3.36 21.03 7.20 20.17 12.08 15.41
PIMCO StocksPLUS® P PSKPX 3.36 21.72 7.27 20.83 12.12 15.75
PIMCO StocksPLUS® Absolute Return C PSOCX 3.18 22.20 7.17 21.42 11.57 14.35
PIMCO StocksPLUS® A PSPAX 3.41 21.45 7.22 20.54 11.78 15.39
PIMCO StocksPLUS® C PSPCX 3.38 20.82 7.15 19.99 11.24 14.82
PIMCO StocksPLUS® D PSPDX 3.33 21.34 7.16 20.45 11.79 15.39
PNC S&P 500 Index R4 PSPEX 3.53 20.96 7.24 20.08 11.78 ---
Principal Large Cap S&P 500 Index J PSPJX 3.30 20.81 7.14 19.97 11.85 15.14
PIMCO StocksPLUS® R PSPRX 3.31 21.10 7.05 20.13 11.47 15.09
PIMCO StocksPLUS® Absolute Return Instl PSPTX 3.23 23.58 7.51 22.69 12.86 15.66
Port Street Quality Growth Institutional PSQGX 2.48 15.20 5.09 14.06 7.36 ---
PIMCO StocksPLUS® Absolute Return D PSTDX 3.15 23.05 7.36 22.31 12.39 15.19
PIMCO StocksPLUS® Instl PSTKX 3.44 21.83 7.28 20.98 12.23 15.84
PNC S&P 500 Index I PSXIX 3.52 21.15 7.33 20.25 11.96 15.34
Prudential QMA Large-Cap Core Equity Z PTEZX 3.82 22.49 8.37 21.18 11.98 15.62
Prudential QMA Large-Cap Core Equity A PTMAX 3.80 22.19 8.27 20.93 11.72 15.33
Prudential QMA Large-Cap Core Equity B PTMBX 3.73 21.31 8.08 19.95 10.86 14.46
Prudential QMA Large-Cap Core Equity C PTMCX 3.72 21.29 8.07 19.92 10.87 14.46
Prudential QMA Large-Cap Core Equity Q PTMQX 3.82 22.60 8.42 --- --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX 3.28 23.21 7.42 22.37 12.44 15.20
PIMCO StocksPLUS® Absolute Return P PTOPX 3.26 23.54 7.56 22.65 12.78 15.56
PIMCO StocksPLUS® Absolute Return R PTORX 3.21 22.96 7.42 22.11 --- ---
Putnam Research Y PURYX 2.05 22.94 6.02 22.45 11.24 15.45
Pioneer Core Equity Y PVFYX 3.86 24.54 7.77 23.74 11.11 14.30
Virtus Rampart Sector Trend A PWBAX 3.21 16.68 6.72 14.87 3.77 9.61
Virtus Rampart Sector Trend C PWBCX 3.20 15.84 6.52 13.99 3.00 8.78
Principal Capital Appreciation Inst PWCIX 3.55 20.71 7.48 20.04 11.57 15.22
Pax ESG Beta Quality Institutional PWGIX 3.83 21.45 7.36 20.09 10.68 14.17
Pax ESG Beta Dividend Fund Institutional PXDIX 3.96 18.42 7.74 --- --- ---
Pax ESG Beta Quality A PXGAX 3.79 21.16 7.32 19.81 10.41 ---
Virtus Rampart Enhanced Core Equity I PXIIX 3.22 22.15 7.45 20.51 13.29 15.83
Pax Large Cap Fund Institutional PXLIX 3.60 20.30 7.08 --- --- ---
Pax ESG Beta Quality Individual Investor PXWGX 3.84 21.21 7.35 19.84 10.43 13.90
Pioneer Y PYODX 3.66 21.09 6.78 20.70 10.92 14.59
Federated MDT Large Cap Growth A QALGX 2.63 24.66 8.63 23.31 9.36 14.63
Federated MDT Large Cap Growth B QBLGX 2.56 23.78 8.43 22.42 8.53 13.78
AQR Large Cap Multi-Style I QCELX 3.04 23.81 7.85 22.67 10.88 ---
AQR Large Cap Multi-Style N QCENX 3.05 23.53 7.77 22.44 10.59 ---
AQR Large Cap Multi-Style R6 QCERX 3.04 23.90 7.85 22.84 10.98 ---
Federated MDT Large Cap Growth C QCLGX 2.57 23.82 8.46 22.43 8.54 13.77
Pear Tree Quality Institutional QGIAX 2.77 29.09 7.48 28.41 13.60 14.54
Federated MDT Large Cap Growth Instl QILGX 2.69 24.94 8.70 23.63 9.63 14.93
AQR Large Cap Relaxed Constraint Eq I QLRIX 3.70 21.74 8.08 --- --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX 3.71 21.44 8.00 --- --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX 3.70 21.84 8.17 --- --- ---
AQR TM Large Cap Multi-Style I QTLLX 3.04 23.94 7.78 22.81 --- ---
AQR TM Large Cap Multi-Style N QTLNX 2.97 23.58 7.72 22.54 --- ---
AQR TM Large Cap Multi-Style R6 QTLRX 3.03 24.13 7.85 22.95 --- ---
AQR Large Cap Defensive Style R6 QUERX 3.40 22.19 7.44 21.93 14.42 ---
Victory RS Large Cap Alpha R RCEKX 4.05 17.04 7.74 17.18 8.56 13.89
Victory RS Large Cap Alpha Y RCEYX 4.11 17.69 7.92 17.88 9.18 14.58
T. Rowe Price US Large-Cap Core I RCLIX 2.80 21.25 6.54 20.48 --- ---
Victory RS Large Cap Alpha C RCOCX 4.02 16.57 7.65 16.70 8.09 13.39
Columbia Disciplined Core C RDCEX 4.24 22.08 8.10 20.62 10.29 14.49
Columbia Disciplined Core T RDEWX 4.32 22.87 8.25 21.45 11.11 15.37
Russell Inv US Core Equity E REAEX 3.68 20.17 7.56 18.76 11.23 14.35
Russell Inv US Core Equity Y REAYX 3.76 --- 7.69 --- --- ---
Aspiration Redwood REDWX 2.50 22.85 5.47 22.84 --- ---
Russell Inv US Defensive Equity A REQAX 3.67 17.44 6.28 16.80 10.67 13.85
Russell Inv US Defensive Equity C REQCX 3.61 16.61 6.08 15.95 9.84 13.00
Russell Inv US Defensive Equity E REQEX 3.69 17.45 6.28 16.82 10.67 13.85
Russell Inv US Core Equity C REQSX 3.63 19.33 7.34 17.90 10.40 13.49
Russell Inv US Defensive Equity S REQTX 3.72 17.79 6.39 17.15 10.97 14.15
Glenmede Responsible ESG US Equity RESGX 4.12 21.84 7.26 20.57 --- ---
Russell Inv US Defensive Equity Y REUYX 3.73 17.96 6.42 17.36 11.17 14.36
American Funds Fundamental Invs R2E RFEBX 2.55 21.40 6.80 20.49 12.89 ---
American Funds Fundamental Invs R1 RFNAX 2.52 21.06 6.72 20.11 12.44 14.38
American Funds Fundamental Invs R2 RFNBX 2.52 21.06 6.71 20.11 12.46 14.42
American Funds Fundamental Invs R3 RFNCX 2.56 21.56 6.83 20.64 12.94 14.90
American Funds Fundamental Invs R4 RFNEX 2.59 21.92 6.91 21.00 13.29 15.25
American Funds Fundamental Invs R5 RFNFX 2.61 22.26 6.98 21.37 13.62 15.59
American Funds Fundamental Invs R6 RFNGX 2.61 22.32 7.01 21.43 13.68 15.65
American Funds Fundamental Invs R5E RFNHX 2.60 22.16 6.96 21.28 --- ---
RiverPark Focused Value Retail RFVFX 3.14 21.31 4.56 21.41 --- ---
RiverPark Focused Value Institutional RFVIX 3.13 21.70 4.67 21.85 --- ---
American Funds Invmt Co of Amer R2E RIBEX 2.97 17.91 5.99 16.88 10.41 ---
American Funds Invmt Co of Amer R1 RICAX 2.94 17.54 5.91 16.53 10.02 13.76
American Funds Invmt Co of Amer R2 RICBX 2.93 17.55 5.91 16.51 10.03 13.78
American Funds Invmt Co of Amer R3 RICCX 2.97 18.04 6.00 17.03 10.51 14.26
American Funds Invmt Co of Amer R4 RICEX 2.99 18.36 6.10 17.40 10.84 14.62
American Funds Invmt Co of Amer R5 RICFX 3.01 18.72 6.16 17.75 11.18 14.96
American Funds Invmt Co of Amer R6 RICGX 3.03 18.77 6.17 17.79 11.24 15.01
American Funds Invmt Co of Amer R5E RICHX 3.04 18.65 6.16 17.64 --- ---
Russell Inv US Large Cap Equity C RLCCX 3.23 18.08 7.03 16.82 9.85 13.13
Russell Inv US Large Cap Equity S RLCSX 3.34 19.15 7.24 17.99 10.94 14.28
Russell Inv US Large Cap Equity A RLCZX 3.28 18.92 7.21 17.69 10.68 13.99
Russell Inv US Core Equity S RLISX 3.72 20.52 7.64 19.11 11.52 14.64
Lazard US Equity Concentrated R6 RLUEX 2.58 14.95 3.69 13.61 --- ---
Lazard US Strategic Equity R6 RLUSX 3.10 17.57 5.63 16.72 8.25 ---
Columbia Disciplined Core K RQEYX 4.37 22.95 8.31 21.51 11.21 15.50
T. Rowe Price Capital Opportunity R RRCOX 3.11 22.79 7.04 21.95 12.32 15.14
Russell Inv US Strategic Equity A RSEAX 3.37 20.18 8.21 18.85 10.99 14.18
Russell Inv US Strategic Equity C RSECX 3.31 19.34 7.92 17.99 10.17 13.33
Russell Inv US Strategic Equity E RSEEX 3.36 20.20 8.14 18.80 10.98 14.18
Russell Inv US Strategic Equity S RSESX 3.36 20.54 8.25 19.20 11.27 14.46
Russell Inv US Dynamic Equity A RSGAX 3.86 19.50 8.12 17.89 11.85 14.83
Russell Inv US Dynamic Equity C RSGCX 3.85 18.62 8.02 16.95 11.04 13.99
Russell Inv US Dynamic Equity E RSGEX 3.94 19.54 8.19 17.93 11.87 14.84
Russell Inv US Dynamic Equity S RSGSX 3.83 19.75 8.21 18.17 12.13 15.11
Russell Inv US Dynamic Equity Y RSGTX 3.86 19.99 8.21 18.39 12.37 15.34
Columbia Disciplined Core Inst2 RSIPX 4.36 23.33 8.39 21.81 11.50 15.78
State Farm S&P 500 Index R3 RSPHX 3.36 20.81 7.12 19.90 11.75 15.05
State Farm S&P 500 Index R1 RSPOX 3.37 20.63 7.15 19.68 11.31 14.56
State Farm S&P 500 Index R2 RSPTX 3.39 20.67 7.13 19.78 11.49 14.77
Russell Inv US Core Equity A RSQAX 3.72 20.18 7.55 18.77 11.24 14.35
Russell Inv Multifactor US Equity R6 RTDRX 3.81 21.00 8.13 20.16 --- ---
Russell Inv Multifactor US Equity S RTDSX 3.82 20.83 8.09 20.05 --- ---
Russell Inv Multifactor US Equity M RTDTX 3.81 20.99 8.12 20.15 --- ---
Russell Inv Multifactor US Equity Y RTDYX 3.82 21.04 8.05 20.11 12.56 ---
Russell 3000 PR USD RUA 3.11 18.26 6.65 17.22 9.85 13.25
Russell 1000 PR USD RUI 3.13 18.82 6.66 17.80 9.89 13.30
Russell Inv US Strategic Equity M RUSTX 3.37 --- 8.23 --- --- ---
Redwood AlphaFactor Core Equity I RWAIX 3.94 --- 7.87 --- --- ---
Redwood AlphaFactor Core Equity N RWANX 3.94 --- 7.87 --- --- ---
Redwood AlphaFactor Tactical Core I RWTIX 3.89 --- 7.81 --- --- ---
Redwood AlphaFactor Tactical Core N RWTNX 3.89 --- 7.75 --- --- ---
Rydex S&P 500 A RYSOX 3.23 19.42 6.81 18.49 10.48 13.76
Rydex S&P 500 H RYSPX 3.23 19.43 6.79 18.47 10.47 13.76
Rydex S&P 500 C RYSYX 3.17 18.57 6.58 17.59 9.64 12.91
SA US Core Market Select SAALX 3.86 --- 7.89 --- --- ---
Spirit of America Large Cap Value C SACVX 3.47 18.83 6.97 18.52 --- ---
SA US Core Market Investor SAMKX 3.86 21.44 7.85 20.48 11.60 14.92
ClearBridge Appreciation B SAPBX 3.41 17.80 6.63 17.04 9.37 12.15
ClearBridge Appreciation C SAPCX 3.49 18.40 6.81 17.68 9.90 12.64
ClearBridge Appreciation I SAPYX 3.54 19.45 7.02 18.84 10.99 13.79
ClearBridge Dividend Strategy C SBPLX 3.30 17.61 6.04 17.12 9.43 12.11
AmericaFirst Large Cap Shr Buyback A SBQAX 3.13 --- 5.96 --- --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX 3.20 --- 6.21 --- --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX 3.14 --- 5.88 --- --- ---
QS S&P 500 Index D SBSDX 3.33 20.90 7.13 20.02 11.91 15.25
QS S&P 500 Index A SBSPX 3.36 20.66 7.10 19.78 11.70 15.03
Deutsche Core Equity S SCDGX 3.03 20.71 7.25 19.92 13.05 16.50
SEI Large Cap Disciplined Eq A (SIIT) SCPAX 3.11 19.29 6.25 18.52 11.74 15.29
Deutsche S&P 500 Index S SCPIX 3.36 20.89 7.16 20.02 11.92 15.25
Touchstone Large Cap Focused Instl SCRLX 3.93 23.05 7.58 22.33 --- ---
Touchstone Large Cap Focused C SCSCX 3.84 21.67 7.27 20.93 11.31 13.69
SEI Dynamic Asset Allocation A (SIIT) SDLAX 2.96 19.79 6.65 19.46 13.56 16.56
Sit Dividend Growth I SDVGX 3.60 19.42 7.15 18.52 11.02 13.72
Sit Dividend Growth S SDVSX 3.56 19.06 7.05 18.23 10.74 13.42
SEI Dynamic Asset Allocation F (SIMT) SDYAX 2.83 18.99 6.44 18.64 --- ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX 2.82 19.27 6.52 18.84 --- ---
Guggenheim StylePlus - Large Core A SECEX 3.75 21.40 7.49 20.53 12.54 15.39
Steward Large Cap Enhanced Index Inst SEECX 3.37 20.87 7.40 19.43 10.59 15.36
Steward Large Cap Enhanced Index Indv SEEKX 3.33 20.55 7.32 19.09 10.23 14.98
Touchstone Large Cap Focused A SENCX 3.91 22.62 7.51 21.90 12.19 14.60
SEI S&P 500 Index Y (SIMT) SETYX 3.34 21.00 7.18 20.14 --- ---
Guggenheim StylePlus - Large Core C SFECX 3.66 20.40 7.22 19.51 11.51 14.32
Guggenheim StylePlus - Large Core P SFEPX 3.74 21.40 7.47 20.52 --- ---
State Farm S&P 500 Index Instl SFXIX 3.35 20.82 7.15 19.95 11.82 15.13
Summit GI US Low Volatility Equity C SGICX 5.03 14.49 5.99 13.45 --- ---
Columbia Contrarian Core V SGIEX 4.14 20.92 5.79 19.56 11.47 15.54
ClearBridge Appreciation A SHAPX 3.55 19.16 6.97 18.55 10.67 13.45
Stone Harbor 500 Plus Instl SHERX 3.47 --- 7.47 --- --- ---
Touchstone Large Cap Focused Y SICWX 3.94 22.94 7.56 22.25 12.51 14.93
Summit GI US Low Volatility Equity I SILVX 5.12 15.42 6.20 14.40 10.03 13.59
Selected American Shares D SLADX 2.94 20.17 8.78 18.59 13.12 14.96
Selected American Shares S SLASX 2.93 19.80 8.69 18.24 12.75 14.58
SEI Large Cap A (SIIT) SLCAX 4.27 20.44 7.31 19.10 10.37 14.57
Selective Opportunity SLCTX 0.80 --- 9.00 --- --- ---
Saratoga Large Capitalization Value I SLCVX 2.92 8.71 1.21 8.95 4.64 11.97
State Farm Equity Premier SLEAX 2.76 22.63 8.56 21.74 11.19 15.33
State Farm Equity B Legacy SLEBX 2.77 22.47 8.59 21.44 10.80 14.89
State Farm Equity Instl SLEIX 2.78 22.72 8.63 21.77 11.37 15.54
SEI Large Cap F (SIMT) SLGAX 3.93 21.44 7.96 19.88 10.30 14.14
State Farm S&P 500 Index Premier SLIAX 3.36 20.89 7.18 19.98 11.66 14.91
State Farm S&P 500 Index B Legacy SLIBX 3.33 20.66 7.16 19.72 11.26 14.49
Saratoga Large Capitalization Value C SLVCX 2.83 7.72 0.94 7.90 3.60 10.89
Saratoga Large Capitalization Value A SLVYX 2.84 8.29 1.08 8.49 4.21 11.52
SEI Large Cap Y (SIMT) SLYCX 4.00 21.74 8.09 20.16 --- ---
Columbia Contrarian Core Inst SMGIX 4.19 21.23 5.85 19.91 11.76 15.85
Smead Value Investor SMVLX 6.05 23.17 7.71 21.04 9.95 14.98
Schroder North American Equity Inv SNAEX 2.41 17.45 6.65 16.28 10.98 14.43
State Farm Equity A SNEAX 2.80 22.63 8.59 21.72 11.15 15.31
State Farm Equity B SNEBX 2.83 22.42 8.59 21.33 10.53 14.62
State Farm S&P 500 Index A SNPAX 3.33 20.71 7.12 19.88 11.59 14.89
State Farm S&P 500 Index B SNPBX 3.36 20.55 7.18 19.66 11.02 14.20
Schwab 1000 Index® SNXFX 3.34 21.06 7.25 20.19 11.90 15.28
Spirit of America Large Cap Value A SOAVX 3.52 19.58 7.14 19.29 9.11 12.21
ClearBridge Dividend Strategy A SOPAX 3.34 18.40 6.23 17.93 10.19 12.90
ClearBridge Dividend Strategy B SOPTX 3.26 17.20 5.90 16.67 9.18 11.95
ClearBridge Dividend Strategy I SOPYX 3.38 18.72 6.32 18.28 10.52 13.26
Shelton S&P 500 Index Direct SPFIX 3.53 21.01 7.41 20.15 12.08 15.38
Invesco S&P 500 Index A SPIAX 3.33 20.62 7.10 19.76 11.66 15.00
Invesco S&P 500 Index B SPIBX 3.28 19.82 6.90 18.87 10.84 14.15
Invesco S&P 500 Index C SPICX 3.28 19.84 6.94 18.94 10.87 14.17
Invesco S&P 500 Index Y SPIDX 3.36 20.93 7.15 20.06 11.94 15.29
SEI S&P 500 Index I (SIMT) SPIIX 3.32 20.56 7.07 19.67 11.61 14.95
SEI S&P 500 Index A (SIIT) SPINX 3.42 21.27 7.26 20.37 12.29 ---
Invesco S&P 500 Index R6 SPISX 3.36 --- 7.18 --- --- ---
Prudential QMA Defensive Equity R SPMRX 4.08 17.18 8.06 16.52 9.36 11.01
Prudential Jennison Equity Income A SPQAX 2.86 15.46 5.57 15.71 6.15 10.69
Shelton S&P 500 Index K SPXKX 3.49 20.44 7.29 19.55 11.53 14.80
State Farm Equity R3 SREHX 2.87 22.70 8.63 21.70 11.33 15.48
State Farm Equity R1 SREOX 2.80 22.52 8.60 21.53 10.86 14.98
State Farm Equity R2 SRETX 2.81 22.57 8.61 21.63 11.04 15.18
MFS® Equity Opportunities A SRFAX 3.65 17.23 6.97 15.45 11.23 14.57
MFS® Equity Opportunities B SRFBX 3.59 16.41 6.76 14.62 10.41 13.72
MFS® Equity Opportunities C SRFCX 3.59 16.39 6.75 14.60 10.40 13.71
MFS® Equity Opportunities R1 SRFDX 3.60 16.38 6.75 14.58 10.40 13.71
MFS® Equity Opportunities R2 SRFEX 3.63 16.95 6.89 15.16 10.95 14.29
MFS® Equity Opportunities R3 SRFFX 3.66 17.22 6.96 15.49 11.24 14.57
MFS® Equity Opportunities R4 SRFGX 3.68 17.50 7.02 15.76 11.51 14.85
MFS® Equity Opportunities R6 SRFHX 3.68 17.59 7.06 15.87 11.62 14.97
MFS® Equity Opportunities I SRFIX 3.69 17.49 7.03 15.75 11.50 14.85
Sarofim Equity SRFMX 3.09 25.12 7.21 24.98 10.02 ---
Gabelli ESG A SRIAX 4.03 12.38 2.74 11.62 7.39 10.00
Gabelli ESG C SRICX 3.95 11.60 2.51 10.80 6.60 9.19
Gabelli ESG I SRIDX 4.02 12.62 2.76 11.95 7.68 10.26
Gabelli ESG AAA SRIGX 3.96 12.37 2.68 11.62 7.39 9.99
Victory Diversified Stock A SRVEX 5.15 25.98 11.76 24.63 9.27 13.59
State Street Equity 500 Index II SSEYX 3.39 21.20 7.27 20.41 12.32 ---
State Street Equity 500 Index R SSFRX 3.33 20.52 7.09 19.70 11.54 14.86
SEI S&P 500 Index F (SIMT) SSPIX 3.34 20.80 7.13 19.92 11.86 15.20
State Street Equity 500 Index A SSSVX 3.32 20.66 7.12 19.85 11.70 ---
State Street Equity 500 Index I SSSWX 3.36 20.91 7.20 20.17 11.99 ---
State Street Equity 500 Index K SSSYX 3.40 21.19 7.29 20.42 12.21 ---
Victory Special Value A SSVSX 4.96 24.81 11.60 23.45 8.54 11.94
State Street Equity 500 Index Svc STBIX 3.36 20.89 7.21 20.12 11.93 15.28
Stralem Equity STEFX 2.47 17.07 3.36 15.85 9.82 11.94
State Street Equity 500 Index Adm STFAX 3.36 20.98 7.20 20.23 12.04 15.38
State Farm Growth STFGX 2.87 15.18 6.45 14.75 9.63 12.62
SEI Tax-Managed Large Cap Y (SIMT) STLYX 3.68 20.52 7.76 19.07 --- ---
BlackRock Exchange BlackRock STSEX 3.21 14.88 5.97 14.64 8.94 12.07
State Street Instl US Equity Inv SUSIX 2.57 20.20 4.98 19.46 10.05 14.62
State Street Instl US Equity Svc SUSSX 2.50 19.93 4.85 19.15 9.76 14.49
Deutsche Core Equity A SUWAX 2.99 20.39 7.17 19.54 12.72 16.16
Deutsche Core Equity C SUWCX 2.89 19.50 6.96 18.62 11.86 15.26
Deutsche Core Equity Institutional SUWIX 3.03 20.74 7.24 19.91 13.07 16.56
Deutsche Core Equity R SUWTX 2.96 19.95 7.08 19.10 12.31 15.61
Deutsche Core Equity T SUWUX 2.99 --- 7.16 --- --- ---
Deutsche Core Equity R6 SUWZX 3.03 20.81 7.26 19.99 13.06 ---
Smead Value A SVFAX 5.99 23.16 7.66 21.04 9.96 ---
Smead Value R1 SVFDX 5.99 22.81 7.60 20.67 9.62 ---
Smead Value I1 SVFFX 6.07 23.47 7.78 21.36 10.24 15.27
Smead Value R2 SVFKX 6.03 22.97 7.66 20.83 9.77 ---
Smead Value Y SVFYX 6.10 23.64 7.84 21.54 10.40 ---
SSgA S&P 500 Index N SVSPX 3.41 21.16 7.24 20.31 12.16 15.50
Schwab Core Equity SWANX 3.57 23.40 7.37 21.67 10.87 14.90
Schwab® S&P 500 Index SWPPX 3.39 21.27 7.25 20.41 12.22 15.57
Schwab Total Stock Market Index SWTSX 3.28 20.36 7.12 19.40 11.96 15.38
Deutsche S&P 500 Index A SXPAX 3.33 20.58 7.07 19.66 11.61 14.91
Deutsche S&P 500 Index C SXPCX 3.24 19.75 6.87 18.84 10.82 14.13
Deutsche S&P 500 Index R6 SXPRX 3.39 --- 7.19 --- --- ---
Touchstone Large Cap A TACLX 5.79 20.18 9.08 19.31 8.97 ---
T. Rowe Price Dividend Growth Advisor TADGX 3.05 19.00 6.25 18.09 11.56 14.52
JHancock Fundamental Large Cap Core A TAGRX 3.28 20.54 5.49 19.45 13.09 15.01
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX 3.40 20.18 6.47 19.18 --- ---
TIAA-CREF Equity Index Premier TCEPX 3.28 20.24 7.11 19.31 11.87 15.29
TIAA-CREF Equity Index Advisor TEIHX 3.31 20.31 7.08 19.31 --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX 3.36 19.98 6.36 18.98 --- ---
Touchstone Large Cap C TFCCX 5.72 19.38 8.88 18.50 8.21 ---
Touchstone Focused C TFFCX 3.38 13.26 5.65 12.65 9.73 13.64
Touchstone Focused Instl TFFIX 3.47 14.45 5.95 13.92 10.97 14.93
Touchstone Focused Y TFFYX 3.47 14.39 5.94 13.83 10.86 14.79
Touchstone Focused A TFOAX 3.44 14.09 5.86 13.50 10.56 14.48
TCW Focused Equities I TGFFX 3.63 13.33 6.20 12.09 5.25 13.21
TCW Focused Equities N TGFVX 3.62 13.32 6.17 12.07 5.26 13.21
T. Rowe Price Growth & Income I TGTIX 2.79 21.30 6.52 20.51 --- ---
Thompson LargeCap THPGX 4.74 16.18 6.55 14.10 9.31 14.52
TIAA-CREF Social Choice Eq Advisor TICHX 3.68 20.14 6.92 19.06 --- ---
TIAA-CREF Social Choice Eq Retail TICRX 3.60 19.80 6.83 18.69 10.82 14.54
TIAA-CREF Equity Index Instl TIEIX 3.29 20.42 7.17 19.48 12.04 15.46
TIAA-CREF Equity Index Retail TINRX 3.28 20.08 7.09 19.17 11.72 15.12
TIAA-CREF Equity Index R TIQRX 3.27 20.13 7.09 19.14 11.74 15.19
TIAA-CREF S&P 500 Index Advisor TISAX 3.38 21.10 7.21 20.23 --- ---
TIAA-CREF Social Choice Eq Instl TISCX 3.60 20.17 6.89 19.02 11.13 14.85
TIAA-CREF S&P 500 Index Instl TISPX 3.39 21.24 7.25 20.37 12.25 15.59
Touchstone Large Cap Institutional TLCIX 5.83 20.66 9.19 19.85 9.37 ---
Touchstone Large Cap Y TLCYX 5.85 20.50 9.12 19.68 9.24 ---
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX 3.42 19.93 6.41 18.82 --- ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX 3.68 20.25 7.70 18.73 9.68 13.96
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX 3.48 20.38 6.56 19.27 --- ---
Tocqueville TOCQX 2.33 18.37 6.80 16.98 8.89 13.56
Toreador Core Investor TORLX 2.31 24.54 10.32 24.79 11.69 16.79
Toreador Core Institutional TORZX 2.30 24.81 10.36 25.07 11.97 17.08
Toreador Select Investor TOSLX 4.36 --- 8.03 --- --- ---
Toreador Select Institutional TOSZX 4.35 --- 8.01 --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX 3.40 20.16 6.48 19.16 --- ---
Patriot A TRFAX 3.50 17.24 6.50 16.55 11.09 13.97
Patriot C TRFCX 3.48 16.54 6.35 15.76 10.29 13.14
Patriot I TRFTX 3.50 17.59 6.57 16.91 11.39 14.26
T. Rowe Price Instl US Structured Rsrch TRISX 3.11 23.52 7.20 22.74 13.05 15.94
TIAA-CREF Social Choice Eq Premier TRPSX 3.60 20.04 6.91 18.88 10.94 14.69
SEI S&P 500 Index E (SIMT) TRQIX 3.37 21.03 7.20 20.17 12.07 15.41
TIAA-CREF Social Choice Eq Retire TRSCX 3.62 19.89 6.88 18.76 10.85 14.56
TIAA-CREF S&P 500 Index Retire TRSPX 3.32 20.92 7.14 20.05 11.96 15.30
T. Rowe Price US Large-Cap Core TRULX 2.76 21.01 6.46 20.23 12.95 15.60
JHancock Fundamental Large Cap Core B TSGWX 3.20 19.67 5.29 18.54 12.24 14.15
Transamerica Stock Index R4 TSTFX 3.35 20.97 7.17 20.16 12.00 15.34
Transamerica Stock Index R TSTRX 3.27 --- 7.02 --- --- ---
Thornburg Value A TVAFX 2.74 23.03 4.20 21.29 11.73 16.48
Thornburg Value C TVCFX 2.68 22.14 3.99 20.36 10.89 15.60
Thornburg Value I TVIFX 2.77 23.47 4.30 21.76 12.17 16.94
Thornburg Value R4 TVIRX 2.75 23.18 4.22 21.43 11.88 16.64
Thornburg Value R3 TVRFX 2.75 23.04 4.20 21.31 11.76 16.52
Thornburg Value R5 TVRRX 2.78 23.47 4.29 21.75 12.17 16.94
USAA Growth & Income Institutional UIGIX 3.75 19.90 7.63 18.57 --- ---
Pear Tree Quality Ordinary USBOX 2.71 28.65 7.36 27.94 13.27 14.23
USAA Growth & Income Adviser USGIX 3.72 19.49 7.56 18.18 10.88 14.68
USAA Growth & Income USGRX 3.75 19.83 7.65 18.49 11.17 15.02
USAA S&P 500 Index Reward USPRX 3.37 21.12 7.21 20.28 12.15 15.49
USAA S&P 500 Index Member USSPX 3.35 21.00 7.16 20.15 12.04 15.38
Invesco Equally-Wtd S&P 500 A VADAX 3.82 17.33 6.68 15.55 10.41 15.10
Invesco Equally-Wtd S&P 500 B VADBX 3.74 16.47 6.48 14.69 9.58 14.23
Invesco Equally-Wtd S&P 500 C VADCX 3.75 16.52 6.53 14.69 9.63 14.26
Invesco Equally-Wtd S&P 500 Y VADDX 3.83 17.60 6.75 15.83 10.69 15.38
Invesco Equally-Wtd S&P 500 R6 VADFX 3.84 17.74 6.78 15.98 10.83 15.49
Invesco Equally-Wtd S&P 500 R VADRX 3.78 17.03 6.60 15.26 10.13 14.80
Virtus Rampart Equity Trend A VAPAX 3.99 19.77 8.87 17.93 3.08 7.29
Virtus Rampart Equity Trend C VAPCX 3.92 18.95 8.66 17.07 2.37 6.51
Virtus Rampart Equity Trend I VAPIX 4.10 20.13 9.02 18.30 3.34 7.55
Virtus Rampart Sector Trend I VARIX 3.29 17.00 6.80 15.18 4.05 9.88
VALIC Company I Core Equity VCCEX 4.82 20.79 8.32 19.69 11.54 15.05
VALIC Company I Growth & Income VCGAX 3.29 20.44 6.90 19.53 11.27 15.15
Voya Corporate Leaders 100 R6 VCLRX 3.98 18.68 6.84 17.80 10.53 ---
VALIC Company II Socially Responsible VCSRX 3.16 19.89 7.00 18.57 11.29 15.98
Vanguard Dividend Appreciation Index Adm VDADX 4.33 20.78 7.96 19.17 10.97 ---
Vanguard Dividend Appreciation Index Inv VDAIX 4.30 20.68 7.95 19.08 10.87 13.32
Vanguard Dividend Growth Inv VDIGX 3.71 18.56 5.27 17.18 10.38 13.91
Victory Diversified Stock C VDSCX 5.04 24.97 11.55 23.63 8.37 12.67
Victory Diversified Stock I VDSIX 5.15 26.25 11.85 24.98 9.56 13.89
Victory Diversified Stock R6 VDSRX 5.15 26.28 11.86 24.95 9.60 ---
Victory Diversified Stock Y VDSYX 5.15 26.17 11.82 24.88 9.49 ---
Vanguard 500 Index Institutional Select VFFSX 3.38 21.30 7.25 20.45 --- ---
Vanguard 500 Index Admiral VFIAX 3.38 21.26 7.24 20.41 12.28 15.64
Vanguard 500 Index Investor VFINX 3.37 21.14 7.21 20.28 12.17 15.51
Vanguard FTSE Social Index I VFTNX 3.30 23.80 7.55 22.76 12.40 17.11
Vanguard FTSE Social Index Inv VFTSX 3.31 23.74 7.54 22.76 12.31 16.99
Vanguard Growth & Income Adm VGIAX 3.23 20.12 7.37 18.84 12.20 15.79
USA Mutuals Vice A VICAX 3.50 22.62 5.71 22.16 11.82 12.87
USA Mutuals Vice C VICCX 3.44 21.78 5.52 21.25 10.98 12.02
USA Mutuals Vice Investor VICEX 3.52 22.64 5.76 22.17 11.83 12.87
USA Mutuals Vice Institutional VICVX 3.55 22.95 5.79 22.46 12.10 ---
Victory Institutional Diversified Stock VIDSX 5.20 26.33 11.97 24.95 9.49 13.93
Vanguard Institutional Index Instl Pl VIIIX 3.38 21.28 7.24 20.43 12.31 15.67
Vanguard Institutional Index I VINIX 3.38 21.26 7.24 20.41 12.29 15.64
Vanguard Instl Ttl Stk Mkt Idx I VITNX 3.34 20.41 7.15 19.47 12.04 15.52
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX 3.34 20.42 7.16 19.49 12.06 15.54
Vanguard Total Stock Market Idx I VITSX 3.33 20.45 7.15 19.53 12.01 15.47
Vanguard Large Cap Index Investor VLACX 3.43 21.37 7.19 20.49 12.03 15.43
Vanguard Large Cap Index Admiral VLCAX 3.43 21.50 7.21 20.66 12.17 15.58
VALIC Company I Large Cap Core VLCCX 4.32 21.05 5.91 19.68 11.72 15.94
Vanguard Large Cap Index Institutional VLISX 3.43 21.51 7.21 20.65 12.18 15.59
Vanguard Mega Cap Index Institutional VMCTX 3.45 22.17 7.51 21.55 12.56 15.70
Voya Multi-Manager Large Cp Core Port R6 VPMMX 5.03 20.89 7.51 19.88 --- ---
Voya US Stock Index P2 VPSPX 3.39 --- 7.23 --- --- ---
Vanguard Growth & Income Inv VQNPX 3.22 20.01 7.36 18.71 12.08 15.67
Vanguard Russell 1000 Index I VRNIX 3.33 20.96 7.15 20.04 12.00 15.48
Virtus Rampart Equity Trend R6 VRPAX 4.01 20.23 8.98 18.40 3.48 ---
Vanguard Russell 3000 Index I VRTTX 3.29 20.32 7.12 19.39 11.94 15.40
Vanguard Total Stock Mkt Idx Instl Pls VSMPX 3.34 20.48 7.16 19.55 --- ---
Victory Special Value I VSPIX 4.98 24.78 11.62 23.51 8.68 12.14
VALIC Company I Stock Index VSTIX 3.33 20.88 7.15 20.01 11.94 15.27
Vanguard Total Stock Mkt Idx Instl Sel VSTSX 3.33 20.49 7.16 19.56 --- ---
Victory Special Value C VSVCX 4.92 23.71 11.40 22.38 7.59 10.93
Victory Special Value R VSVGX 4.97 24.47 11.53 23.13 8.25 11.62
Victory Special Value Y VSVYX 5.00 25.06 11.65 23.76 8.82 ---
Vanguard Tax-Managed Capital App I VTCIX 3.35 21.79 7.31 20.91 12.65 15.89
Vanguard Tax-Managed Capital App Adm VTCLX 3.35 21.77 7.30 20.88 12.62 15.85
Vanguard Total Stock Mkt Idx Adm VTSAX 3.33 20.45 7.15 19.52 12.00 15.46
Vanguard Total Stock Mkt Idx Inv VTSMX 3.33 20.35 7.13 19.40 11.89 15.34
Vulcan Value Partners VVPLX 2.98 16.25 2.77 13.73 6.63 12.94
Westfield Capital Dividend Growth Inv WCDGX 3.01 19.77 7.93 18.86 9.25 ---
Westfield Capital Dividend Growth Instl WDIVX 3.02 20.15 8.03 19.23 9.54 ---
TETON Westwood Equity A WEECX 4.46 18.97 8.83 17.72 10.25 13.27
TETON Westwood Equity I WEEIX 4.52 19.59 8.97 18.33 10.80 13.78
TETON Westwood Equity C WEQCX 4.40 18.43 8.75 17.23 9.69 12.71
TETON Westwood Equity AAA WESWX 4.56 19.31 9.00 18.16 10.54 13.56
Wells Fargo Index A WFILX 3.36 20.81 7.15 19.93 11.80 15.10
Wells Fargo Index C WFINX 3.28 19.96 6.95 19.03 10.97 14.24
Wells Fargo Index Admin WFIOX 3.38 21.04 7.20 20.18 12.06 15.40
Wilshire 5000 Index Invmt WFIVX 3.35 19.51 7.08 18.63 11.49 14.90
Wells Fargo Large Cap Core Admin WFLLX 3.28 22.55 9.09 21.84 11.24 16.29
iShares S&P 500 Index K WFSPX 3.38 21.24 7.24 20.39 12.28 15.60
Westwood LargeCap Value Institutional WHGLX 4.49 19.79 9.05 18.73 11.01 14.08
Wilshire 5000 Index Instl WINDX 3.39 19.89 7.21 18.98 11.82 15.19
Wells Fargo Factor Enhanced Large Cap WLECX 3.65 --- 5.99 --- --- ---
Wells Fargo Low Volatility US Eq Adm WLVDX 3.61 12.42 4.81 11.82 --- ---
Westwood Low Volatility Equity Inst WLVIX 2.93 12.45 3.89 11.47 7.17 11.80
Wells Fargo Low Volatility US Eq R6 WLVJX 3.69 12.80 4.88 12.27 --- ---
Wells Fargo Low Volatility US Eq C WLVKX 3.55 11.56 4.57 10.92 --- ---
Wells Fargo Low Volatility US Eq A WLVLX 3.70 12.42 4.81 11.78 --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX 3.69 12.70 4.89 12.15 --- ---
Wilmington Large-Cap Strategy Instl WMLIX 3.28 21.28 7.40 20.30 12.12 15.59
Weitz Partners Value Institutional WPVIX 2.32 10.92 0.75 10.46 3.15 ---
Weitz Partners Value Investor WPVLX 2.27 10.63 0.66 10.17 2.92 8.74
Wright Major Blue Chip Equities WQCEX 3.68 27.04 9.09 26.47 11.68 15.44
Walden Equity WSEFX 3.82 19.32 7.96 17.88 11.01 13.74
Westwood LargeCap Value A WWLAX 4.47 19.51 9.02 18.38 10.73 13.80
Russell Top 200 TR USD XIUSA000KU 3.40 22.58 7.45 21.94 12.82 15.86
Russell 1000 TR USD XIUSA000O4 3.33 21.05 7.18 20.14 12.13 15.60
Russell 3000 TR USD XIUSA000O6 3.30 20.42 7.16 19.48 12.05 15.50
Russell Top 200 PR USD XIUSA04FN4 3.18 20.19 6.91 19.45 10.41 13.38
AMG Yacktman I YACKX 4.00 17.91 7.05 18.05 8.22 11.78
AMG Yacktman Focused N YAFFX 3.98 19.35 6.96 20.24 8.90 11.90
AMG Yacktman Focused I YAFIX 3.98 19.53 7.01 20.42 9.09 12.08
YCG Enhanced YCGEX 3.45 21.96 5.74 21.66 10.96 ---
AMG Yacktman Focused Sec Selectn Only I YFSIX 3.74 --- 7.76 --- --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX 3.82 --- 7.85 --- --- ---