Large Blend: Total Returns

Data through 2/20/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Large Blend -3.45 1.46 5.30 16.25 9.24 13.16
Alpine Rising Dividend A AAADX -3.27 0.98 5.30 12.60 7.51 11.16
AllianzGI Best Styles US Equity A AABUX -3.70 1.71 4.76 19.82 --- ---
Alpine Rising Dividend Instl AADDX -3.27 0.98 5.31 12.81 7.76 11.41
AllianzGI Best Styles US Equity Instl ABTLX -3.67 1.72 4.79 20.01 10.34 ---
AllianzGI Best Styles US Equity C ACBUX -3.72 1.58 4.56 18.92 --- ---
American Century NT Equity Growth G ACLEX -2.49 3.38 6.66 19.55 9.27 13.69
American Century NT Core Equity Plus G ACNKX -3.15 3.61 6.89 18.27 8.72 13.55
American Century Core Equity Plus C ACPHX -3.27 3.22 6.25 16.25 7.29 12.13
American Century Core Equity Plus I ACPKX -3.17 3.45 6.59 17.67 8.61 13.49
American Century Core Equity Plus A ACPQX -3.23 3.32 6.48 17.14 8.12 12.99
American Century Core Equity Plus Inv ACPVX -3.23 3.39 6.54 17.39 8.39 13.27
American Century Core Equity Plus R ACPWX -3.25 3.28 6.38 16.83 7.82 12.69
Salient Adaptive US Equity Investor ACSIX -5.82 2.14 7.35 22.54 9.94 13.42
Advisory Research All Cap Value ADVGX -4.52 -0.49 4.39 13.89 8.17 11.46
American Century Equity Growth C AEYCX -2.59 3.15 6.22 17.99 8.03 12.35
American Century Equity Growth R5 AEYGX -2.47 3.33 6.59 --- --- ---
American Century Equity Growth R AEYRX -2.54 3.21 6.36 18.61 8.57 12.92
American Century Sustainable Equity A AFDAX -2.83 2.96 7.19 23.93 10.16 14.20
American Century Sustainable Equity C AFDCX -2.87 2.86 7.01 22.98 9.34 13.35
American Century Sustainable Equity R5 AFDGX -2.75 3.02 7.35 --- --- ---
American Century Sustainable Equity Inv AFDIX -2.82 2.99 7.25 24.19 10.43 14.48
American Century Sustainable Equity R AFDRX -2.84 2.93 7.15 23.62 9.88 13.92
American Century Sustainable Equity I AFEIX -2.79 3.02 7.34 24.50 10.65 14.70
American Funds Fundamental Invs C AFICX -3.12 2.25 6.09 18.70 11.45 13.92
American Funds Fundamental Invs F1 AFIFX -3.06 2.35 6.28 19.58 12.26 14.76
AAM/Bahl & Gaynor Income Growth A AFNAX -2.73 1.04 4.55 15.87 9.59 11.32
AAM/Bahl & Gaynor Income Growth I AFNIX -2.70 1.06 4.61 16.11 9.86 11.58
AAM/Bahl & Gaynor Income Growth C AFYCX -2.78 0.90 4.30 14.91 8.75 10.44
American Century Sustainable Equity Y AFYDX -2.78 3.02 7.35 --- --- ---
Alger Growth & Income Z AGIZX -3.22 1.43 5.52 16.69 10.18 13.50
Prudential Jennison Equity Income C AGOCX -2.81 1.83 4.37 12.23 3.79 9.21
American Funds Invmt Co of Amer C AICCX -2.10 2.43 7.02 16.09 9.55 13.53
American Funds Invmt Co of Amer F1 AICFX -2.04 2.53 7.20 16.90 10.33 14.35
Alger Growth & Income I-2 AIGOX -3.31 1.43 5.59 16.94 10.02 13.47
American Funds Invmt Co of Amer A AIVSX -2.06 2.53 7.21 17.00 10.43 14.45
Alger Growth & Income A ALBAX -3.25 1.38 5.46 16.35 9.88 13.21
Alger Growth & Income C ALBCX -3.31 1.27 5.23 15.46 9.06 12.35
AllianzGI Best Styles US Equity P ALBPX -3.68 1.73 4.77 20.02 10.25 ---
AllianzGI Best Styles US Equity R6 ALSEX -3.66 1.72 4.81 20.11 10.44 ---
Amana Income Investor AMANX -4.25 -0.84 2.61 14.47 7.88 11.20
American Century Equity Growth I AMEIX -2.47 3.30 6.55 19.40 9.33 13.71
AAMA Equity AMFEX -2.68 2.37 6.06 --- --- ---
Amana Income Institutional AMINX -4.24 -0.82 2.65 14.76 8.14 ---
AlphaMark Large Cap Growth AMLCX -3.86 0.98 5.24 22.61 10.40 15.42
American Century Adaptive Equity Inv AMVIX -3.82 0.68 3.36 16.33 9.43 14.82
ALPS | WMC Research Value C AMWCX -3.60 0.12 3.93 6.29 5.53 10.50
ALPS | WMC Research Value I AMWIX -3.43 0.22 4.14 7.37 6.62 11.60
ALPS | WMC Research Value Inv AMWYX -3.53 0.22 4.09 7.05 6.32 11.33
American Funds Fundamental Invs A ANCFX -3.05 2.36 6.32 19.67 12.35 14.84
AllianzGI PerformanceFee Struct US Eq I APBIX -4.49 0.40 --- --- --- ---
AllianzGI PerformanceFee Struct US Eq P APBPX -4.49 0.40 --- --- --- ---
AllianzGI PerformanceFee Struct US Eq R6 APBRX -4.49 0.40 --- --- --- ---
American Beacon Alpha Quant Core Instl AQCIX -3.95 1.92 6.57 --- --- ---
American Beacon Alpha Quant Core Inv AQCPX -3.97 1.93 6.49 --- --- ---
American Beacon Alpha Quant Core Y AQCYX -3.96 1.92 6.57 --- --- ---
Columbia Disciplined Core A AQEAX -2.87 2.09 6.89 20.64 9.84 15.05
LKCM Aquinas Catholic Equity AQEIX -3.36 2.21 5.98 17.87 8.69 11.12
American Beacon Alpha Quant Qual Instl AQQIX -2.30 3.12 7.59 --- --- ---
American Beacon Alpha Quant Qual Inv AQQPX -2.31 3.04 7.52 --- --- ---
American Beacon Alpha Quant Qual Y AQQYX -2.30 3.12 7.60 --- --- ---
Aristotle Core Equity I ARSLX -3.07 2.19 5.26 --- --- ---
Artisan Thematic Investor ARTTX 0.48 6.69 9.10 --- --- ---
Salient Adaptive US Equity Institutional ASMCX -5.75 2.23 7.49 23.09 10.39 13.88
AQR Large Cap Defensive Style I AUEIX -2.42 1.42 4.30 17.76 12.70 15.83
AQR Large Cap Defensive Style N AUENX -2.43 1.42 4.28 17.45 12.43 15.55
AB Select US Equity A AUUAX -2.50 2.20 6.48 19.80 10.05 13.72
AB Select US Equity C AUUCX -2.56 2.13 6.25 18.96 9.24 12.89
AB Select US Equity I AUUIX -2.47 2.23 6.51 20.12 10.34 14.02
AB Select US Equity K AUUKX -2.48 2.23 6.47 19.69 9.96 13.64
AB Select US Equity R AUURX -2.55 2.19 6.33 19.41 9.73 13.41
AB Select US Equity Advisor AUUYX -2.45 2.27 6.56 20.13 10.35 14.02
American Century Adaptive Equity A AVDAX -3.78 0.67 3.32 16.09 --- ---
American Century Adaptive Equity I AVDIX -3.73 0.83 3.49 16.66 9.69 15.03
American Century Adaptive Equity R6 AVDMX -3.77 0.74 3.52 16.74 --- ---
American Century Adaptive Equity R AVDRX -3.79 0.68 3.31 15.79 --- ---
Ave Maria Rising Dividend AVEDX -3.96 1.25 6.40 12.71 7.78 11.68
AT Disciplined Equity Institutional AWEIX -3.14 3.03 7.34 18.44 10.44 14.78
Brown Advisory Equity Income Adv BADAX -3.96 -0.27 3.54 14.61 6.55 10.48
Brown Advisory Equity Income Inst BAFDX -3.89 -0.21 3.71 15.10 6.96 10.93
iShares Total US Stock Market Idx Inv A BASMX -3.28 1.57 5.12 16.49 --- ---
BBH Core Select N BBTEX -3.82 1.29 5.64 15.25 8.27 10.34
BBH Core Select Retail BBTRX -3.81 1.21 5.55 14.91 8.00 10.07
The BeeHive BEEHX -4.29 0.98 1.94 7.78 4.83 10.25
American Century Equity Growth A BEQAX -2.51 3.27 6.44 18.91 8.85 13.20
American Century Equity Growth Inv BEQGX -2.48 3.30 6.50 19.18 9.12 13.49
Brown Advisory Equity Income Inv BIADX -3.89 -0.21 3.60 14.94 6.80 10.75
iShares Edge MSCI Min Vol USA Idx Instl BIMVX -3.12 -0.53 1.96 13.40 --- ---
BlackRock Impact US Equity Investor A BIRAX -3.03 1.78 5.21 17.62 --- ---
BlackRock Impact US Equity Investor C BIRCX -3.12 1.64 4.95 16.66 --- ---
BlackRock Impact US Equity Institutional BIRIX -3.02 1.78 5.26 17.90 --- ---
BlackRock Impact US Equity K BIRKX -3.02 1.78 5.28 17.92 --- ---
iShares Edge MSCI USA Size Fact Idx Ins BISFX -3.21 0.17 3.24 13.23 --- ---
iShares Total US Stock Market Idx Instl BITSX -3.35 1.49 5.09 16.74 --- ---
iShares Edge MSCI Min Vol USA Idx K BKMVX -3.04 -0.53 1.98 13.44 --- ---
iShares Edge MSCI USA Size Fact Idx K BKSFX -3.21 0.17 3.25 13.29 --- ---
iShares Total US Stock Market Idx K BKTSX -3.35 1.49 5.10 16.77 --- ---
Beck, Mack & Oliver Partners BMPEX -3.63 2.23 7.77 15.48 3.83 4.47
BMT Multi-Cap BMTMX -4.24 0.84 4.11 --- --- ---
UBS US Sustainable Equity A BNEQX -3.71 1.42 3.52 12.05 8.13 13.84
UBS US Sustainable Equity C BNQCX -3.76 1.30 3.33 11.19 7.32 12.98
Boyar Value BOYAX -2.54 1.39 6.43 13.50 7.11 11.13
UBS US Sustainable Equity P BPEQX -3.70 1.45 3.61 12.32 8.39 14.11
iShares Edge MSCI USA Qual Fact Idx Ins BQFIX -3.82 1.46 5.34 19.84 --- ---
iShares Edge MSCI USA Qual Fact Idx K BQFKX -3.82 1.46 5.35 19.89 --- ---
Bright Rock Quality Large Cap Instl BQLCX -5.75 -1.44 4.10 11.45 6.92 11.18
Bright Rock Quality Large Cap Investor BQLIX -5.74 -1.47 3.99 11.12 6.61 11.04
iShares Russell 1000 Large-Cap Idx Inv A BRGAX -3.17 1.69 5.34 16.97 10.29 14.15
iShares Russell 1000 Large-Cap Idx K BRGKX -3.16 1.69 5.41 17.32 10.61 14.50
iShares Russell 1000 Large-Cap Idx Instl BRGNX -3.15 1.74 5.43 17.27 10.58 14.53
Bridgeway Blue Chip 35 Index BRLIX -4.61 0.75 5.45 15.13 10.48 13.57
Bretton Fund BRTNX -2.90 2.04 10.10 15.77 8.18 10.36
Smith Group Large Cap Core Growth Instl BSLGX -4.74 1.37 4.99 20.38 10.40 14.83
Smith Group Large Cap Core Growth Inv BSLNX -4.74 1.26 4.95 20.08 10.17 ---
iShares S&P 500 Index Investor A BSPAX -3.20 1.80 5.59 17.40 10.67 ---
iShares S&P 500 Index Institutional BSPIX -3.18 1.84 5.66 17.69 10.94 ---
iShares S&P 500 Index Service BSPSX -3.20 1.82 5.62 17.55 10.81 ---
iShares S&P 500 Index Investor C1 BSPZX -3.27 1.69 5.40 16.54 9.87 ---
Boston Trust Equity BTEFX -3.46 1.40 5.95 17.27 10.32 12.31
Deutsche Equity 500 Index S BTIEX -3.18 1.84 5.63 17.47 10.73 14.42
Deutsche Equity 500 Index Institutional BTIIX -3.18 1.84 5.64 17.52 10.78 14.48
Deutsche Equity 500 Index R6 BTIRX -3.18 1.84 5.64 --- --- ---
Buffalo Dividend Focus BUFDX -3.66 1.26 5.02 12.93 9.16 14.53
Calamos Dividend Growth A CADVX -3.20 1.89 5.52 17.41 9.57 ---
Eaton Vance Tx-Mgd Growth 1.0 CAPEX -3.10 2.66 7.10 19.60 11.08 14.54
Castle Focus C CASTX -3.94 -1.73 0.46 5.64 4.65 6.60
SEI Catholic Values Equity F (SCVT) CAVAX -3.52 1.70 5.19 19.50 --- ---
SEI Catholic Values Equity Y (SCVT) CAVYX -3.53 1.70 5.20 19.62 --- ---
Columbia Contrarian Core R CCCRX -4.32 0.74 5.28 15.71 9.50 13.82
Calamos Dividend Growth C CCDVX -3.26 1.76 5.25 16.49 8.76 ---
Columbia Large Cap Enhanced Core R CCERX -2.82 2.19 6.59 20.65 9.95 14.85
Columbia Disciplined Core Inst3 CCQYX -2.85 2.16 7.02 21.10 --- ---
Columbia Contrarian Core K CCRFX -4.30 0.81 5.38 16.13 9.91 14.25
Columbia Disciplined Core Inst CCRZX -2.85 2.17 7.01 21.01 10.11 15.37
Copeland Risk Managed Dividend Gr C CDCRX -2.53 1.76 6.03 14.88 3.07 8.62
Crawford Dividend Growth C CDGCX -5.04 0.19 4.37 10.05 6.27 8.32
Crawford Dividend Growth I CDGIX -4.99 0.28 4.60 11.07 7.30 9.40
Copeland Risk Managed Dividend Gr A CDGRX -2.48 1.87 6.24 15.80 3.85 9.43
Copeland Risk Managed Dividend Gr I CDIVX -2.43 1.89 6.28 15.98 4.02 ---
Columbia Large Cap Enhanced Core Adv CECFX -2.77 2.30 6.75 21.27 --- ---
Columbia Large Cap Enhanced Core Inst3 CECYX -2.74 2.32 6.76 21.43 10.65 15.58
Clipper CFIMX -2.96 1.94 7.00 16.03 12.59 14.65
American Funds Fundamental Invs 529A CFNAX -3.05 2.35 6.30 19.58 12.25 14.74
American Funds Fundamental Invs 529C CFNCX -3.13 2.24 6.08 18.66 11.38 13.85
American Funds Fundamental Invs 529E CFNEX -3.08 2.32 6.22 19.30 11.99 14.47
American Funds Fundamental Invs 529F1 CFNFX -3.04 2.38 6.36 19.85 12.49 14.99
Catalyst/Groesbeck Growth of Income A CGGAX -4.78 0.30 4.71 16.78 5.05 10.26
Catalyst/Groesbeck Growth of Income C CGGCX -4.82 0.21 4.38 15.69 4.22 9.42
Catalyst/Groesbeck Growth of Income I CGGIX -4.75 0.30 4.81 17.13 5.42 10.62
CGM Focus CGMFX -3.36 3.96 5.58 20.20 10.04 11.83
Invesco Charter R6 CHFTX -3.20 1.17 4.44 10.18 5.65 9.36
Invesco Charter R CHRRX -3.26 1.06 4.25 9.45 4.94 8.63
Invesco Charter S CHRSX -3.23 1.11 4.35 9.86 5.31 9.01
Invesco Charter C CHTCX -3.27 1.00 4.10 8.92 4.43 8.09
Invesco Charter A CHTRX -3.23 1.11 4.29 9.74 5.21 8.90
Invesco Charter R5 CHTVX -3.20 1.17 4.40 10.09 5.57 9.26
Invesco Charter Y CHTYX -3.22 1.10 4.33 9.99 5.47 9.17
American Funds Invmt Co of Amer 529A CICAX -2.04 2.53 7.18 16.92 10.33 14.34
American Funds Invmt Co of Amer 529C CICCX -2.12 2.41 6.98 16.03 9.48 13.46
American Funds Invmt Co of Amer 529E CICEX -2.05 2.51 7.14 16.64 10.06 14.07
American Funds Invmt Co of Amer 529F CICFX -2.02 2.58 7.25 17.20 10.57 14.59
Calamos Dividend Growth I CIDVX -3.21 1.89 5.59 17.72 9.83 ---
Clarkston Institutional CILGX -4.10 -1.18 2.36 6.69 --- ---
Calvert US Large Cap Core Rspnb Idx I CISIX -2.84 2.29 5.88 16.95 10.44 15.11
Columbia Disciplined Core Adv CLCQX -2.84 2.16 6.99 21.03 10.14 ---
Columbia Select Large Cap Equity Inst2 CLCRX -2.82 2.08 5.38 20.68 12.08 14.98
Columbia Select Large Cap Equity T CLCWX -2.87 1.99 5.32 20.27 11.70 14.59
Columbia Select Large Cap Equity Inst3 CLEYX -2.86 2.03 5.37 --- --- ---
Columbia Large Cap Enhanced Core Inst2 CLNCX -2.75 2.28 6.74 21.40 10.60 ---
Columbia Large Cap Index Inst3 CLPYX -3.20 1.83 5.64 --- --- ---
Columbia Disciplined Core R CLQRX -2.87 2.09 6.84 20.50 9.58 14.78
Columbia Select Large Cap Equity Adv CLSRX -2.90 2.01 5.37 --- --- ---
Catalyst/Lyons Tactical Allocation A CLTAX -2.96 2.96 9.44 14.70 7.46 13.45
Catalyst/Lyons Tactical Allocation C CLTCX -3.06 2.81 9.24 13.83 6.65 12.61
Catalyst/Lyons Tactical Allocation I CLTIX -2.97 2.96 9.50 14.99 7.72 ---
Columbia Large Cap Index Inst2 CLXRX -3.18 1.82 5.64 17.61 10.87 14.58
Principal Capital Appreciation C CMNCX -2.89 1.71 5.08 15.08 8.81 12.80
Principal Capital Appreciation A CMNWX -2.81 1.85 5.29 16.04 9.70 13.74
The Cook & Bynum COBYX -0.70 1.80 3.71 16.10 5.84 5.98
Columbia Contrarian Core Inst2 COFRX -4.26 0.84 5.45 16.44 10.17 14.55
Columbia Contrarian Core Inst3 COFYX -4.26 0.84 5.46 16.48 10.23 14.61
Coho Relative Value Equity Institutional COHIX -4.73 0.62 6.56 13.53 8.10 ---
Coho Relative Value Equity Advisor COHOX -4.73 0.63 6.49 13.39 7.98 ---
Columbia Contrarian Core Adv CORRX -4.30 0.80 5.39 16.32 10.04 14.40
CRM All Cap Value Inst CRIEX -4.79 -0.68 3.26 13.35 9.35 11.49
CRM Large Cap Opportunity Instl CRIGX -5.08 -1.04 3.19 9.45 8.18 11.92
CRM All Cap Value Inv CRMEX -4.87 -0.81 3.19 13.05 9.07 11.22
CRM Large Cap Opportunity Inv CRMGX -5.19 -1.14 3.14 9.08 7.91 11.63
Calvert US Large Cap Core Rspnb Idx A CSXAX -2.86 2.25 5.79 16.57 10.05 14.63
Calvert US Large Cap Core Rspnb Idx C CSXCX -2.94 2.14 5.55 15.63 9.22 13.73
Calvert US Large Cap Core Rspnb Idx R6 CSXRX -2.84 2.29 5.83 --- --- ---
Calamos Dividend Growth T CTDVX --- --- --- --- --- ---
Columbia Contrarian Core T CTRWX -4.29 0.82 5.36 15.99 9.77 14.11
Victory CEMP US 500 Enh Vol Wtd Idx A CUHAX -3.22 1.41 5.24 17.11 10.28 13.55
Victory CEMP US 500 Enh Vol Wtd Idx C CUHCX -3.28 1.25 5.06 16.20 9.44 12.69
Victory CEMP US 500 Enh Vol Wtd Idx I CUHIX -3.22 1.41 5.30 17.36 10.56 13.80
Zacks All-Cap Core C CZOCX -4.01 0.63 3.58 16.52 7.39 11.44
Zacks All-Cap Core Investor CZOVX -4.01 0.68 3.73 17.39 8.21 12.28
Dreyfus Disciplined Stock DDSTX -3.57 1.86 6.49 14.39 10.39 13.18
DFA Enhanced US Large Company I DFELX -3.61 1.16 4.79 16.70 10.77 14.58
DFA US Core Equity 1 I DFEOX -3.59 1.45 5.56 16.83 10.40 14.34
Davidson Multi-Cap Equity A DFMAX -3.16 2.18 5.95 10.50 7.33 12.01
Davidson Multi-Cap Equity I DFMIX -3.15 2.18 6.02 10.75 7.60 ---
DFA US Sustainability Core 1 DFSIX -3.10 2.23 6.31 17.91 10.62 14.43
DFA US Large Company I DFUSX -3.17 1.88 5.70 17.73 11.01 14.73
Dreyfus Appreciation Investor DGAGX -4.14 0.67 4.73 20.87 9.18 10.88
Dreyfus Appreciation I DGIGX -4.11 0.72 4.79 21.11 --- ---
Dreyfus Appreciation Y DGYGX -4.13 0.72 4.80 21.25 9.55 ---
Diamond Hill All Cap Select I DHLTX -3.44 1.06 6.92 14.27 7.70 14.01
Diamond Hill All Cap Select A DHTAX -3.46 1.00 6.80 13.95 7.40 13.70
Diamond Hill All Cap Select C DHTCX -3.54 0.86 6.57 13.06 6.58 12.85
Diamond Hill All Cap Select Y DHTYX -3.43 1.05 6.90 14.39 7.80 14.17
Domini Impact Equity Institutional DIEQX -3.91 1.10 3.17 11.23 5.71 12.20
Dana Large Cap Equity Investor DLCEX -2.96 1.88 5.40 22.13 9.20 14.11
Destinations Large Cap Equity I DLCFX -2.58 2.99 6.40 --- --- ---
Dana Large Cap Equity Institutional DLCIX -2.96 1.93 5.47 22.43 9.51 ---
Dreyfus Core Equity A DLTSX -4.21 0.73 4.73 20.40 8.95 10.40
Deutsche US Multi-Factor Institutional DMFJX -3.46 0.54 3.51 --- --- ---
Deutsche US Multi-Factor R6 DMFRX -3.38 0.54 3.51 --- --- ---
Prudential QMA Defensive Equity B DMGBX -3.73 -0.14 3.63 10.94 6.75 9.34
Davis NY Venture Y DNVYX -3.66 1.63 6.79 19.56 11.89 14.03
Dreyfus Core Equity C DPECX -4.29 0.58 4.52 19.40 8.13 9.57
Dreyfus Core Equity I DPERX -4.18 0.76 4.82 20.68 9.16 10.63
Dreyfus Tax-Managed Growth C DPTAX -4.34 0.36 4.21 18.77 7.45 9.20
Dreyfus Tax-Managed Growth I DPTRX -4.24 0.51 4.49 19.98 8.52 10.30
Dearborn Partners Rising Dividend A DRDAX -4.66 -1.74 -0.27 9.32 5.67 ---
Dearborn Partners Rising Dividend C DRDCX -4.81 -1.89 -0.46 8.47 4.86 ---
Dearborn Partners Rising Dividend I DRDIX -4.72 -1.74 -0.20 9.59 5.92 ---
The MP 63 DRIPX -4.31 -1.02 3.75 12.97 8.69 12.86
Dreyfus Sustainable US Equity I DRTCX -2.44 2.47 4.26 13.05 6.78 12.40
Dreyfus Sustainable US Equity Z DRTHX -2.44 2.47 4.24 12.95 6.68 12.28
Domini Impact Equity Investor DSEFX -3.95 1.02 -1.84 5.52 3.63 10.70
Domini Impact Equity A DSEPX -3.90 1.02 -28.58 -23.19 -6.82 3.87
Domini Impact Equity R DSFRX -4.01 0.96 -35.44 -30.50 -9.62 2.09
Dreyfus Instl S&P 500 Stock Index I DSPIX -3.20 1.83 5.62 17.59 10.85 14.58
Dreyfus Sustainable US Equity A DTCAX -2.41 2.44 4.17 12.71 6.47 12.05
Dreyfus Sustainable US Equity C DTCCX -2.54 2.34 3.98 11.83 5.65 11.19
Dreyfus Sustainable US Equity Y DTCYX -2.44 2.48 4.28 13.08 --- ---
DFA Tax-Managed US Eq DTMEX -3.20 2.00 5.83 17.62 10.81 14.60
Dreyfus Tax-Managed Growth A DTMGX -4.25 0.51 4.43 19.72 8.27 10.03
DFA US Hi Relatv Profitability Instl DURPX -2.91 3.00 8.93 --- --- ---
DFA US Large Cap Equity Institutional DUSQX -3.25 1.98 6.28 17.95 10.53 ---
Cohen & Steers Dividend Value A DVFAX -4.44 -0.07 5.34 12.26 8.20 12.51
Cohen & Steers Dividend Value C DVFCX -4.47 -0.20 5.11 11.49 7.50 11.78
Cohen & Steers Dividend Value I DVFIX -4.43 -0.07 5.35 12.57 8.58 12.90
Cohen & Steers Dividend Value R DVFRX -4.44 -0.13 5.22 12.09 8.03 ---
Cohen & Steers Dividend Value Z DVFZX -4.43 0.00 5.42 12.64 8.58 ---
Eaton Vance Stock A EAERX -3.82 0.86 4.96 16.21 8.98 13.58
MFS® Massachusetts Investors Tr 529A EAMTX -3.50 1.88 5.44 18.14 10.27 13.41
MFS® Massachusetts Investors Tr 529B EBMTX -3.58 1.75 5.25 17.26 9.57 12.62
Eaton Vance Stock C ECERX -3.85 0.82 4.77 15.35 8.17 12.74
MFS® Massachusetts Investors Tr 529C ECITX -3.56 1.78 5.24 17.26 9.43 12.54
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX -3.18 2.52 6.84 18.38 9.93 13.33
Eaton Vance Dividend Builder C ECTMX -3.53 0.66 4.53 15.04 8.06 11.59
Wells Fargo Large Cap Core A EGOAX -4.79 1.78 4.92 19.33 9.44 14.89
Wells Fargo Large Cap Core C EGOCX -4.82 1.65 4.73 18.45 8.64 14.03
Wells Fargo Large Cap Core R EGOHX -4.79 1.72 4.83 19.06 --- ---
Wells Fargo Large Cap Core Inst EGOIX -4.73 1.87 5.06 19.85 9.95 15.42
Wells Fargo Large Cap Core R6 EGORX -4.73 1.82 4.99 19.80 --- ---
Eaton Vance Stock I EIERX -3.81 0.91 5.04 16.51 9.25 13.86
Eaton Vance Tx-Mgd Growth 1.2 I EITGX -3.10 2.64 7.03 19.35 10.86 14.28
Eaton Vance Tx-Mgd Growth 1.1 I EITMX -3.09 2.65 7.09 19.57 11.02 14.47
Eaton Vance Dividend Builder I EIUTX -3.39 0.83 4.82 16.23 9.15 12.72
Wells Fargo Intrinsic Value A EIVAX -4.07 0.97 5.67 12.89 6.61 10.70
Wells Fargo Intrinsic Value C EIVCX -4.09 0.91 5.54 12.08 5.81 9.88
Wells Fargo Intrinsic Value Admin EIVDX -4.04 1.00 5.76 13.19 6.78 10.91
Wells Fargo Intrinsic Value R6 EIVFX -4.05 0.98 5.77 13.44 7.11 11.15
Wells Fargo Intrinsic Value Inst EIVIX -4.06 0.97 5.80 13.35 7.04 11.19
Wells Fargo Intrinsic Value R EIVTX -4.04 0.96 5.68 12.67 6.34 ---
Eaton Vance Tx-Mgd Growth 1.1 B EMTGX -3.18 2.52 6.81 18.36 9.92 13.33
Epiphany FFV I EPVCX -3.54 2.04 6.39 19.53 6.31 11.07
Epiphany FFV A EPVNX -3.53 1.99 6.41 19.60 6.85 11.76
Essential 40 Stock I ESSIX -2.57 2.51 7.55 13.53 2.34 ---
Eaton Vance Tx-Mgd Growth 1.1 A ETTGX -3.11 2.63 7.05 19.25 10.75 14.19
Wells Fargo Disciplined US Core A EVSAX -3.90 1.11 4.56 16.30 10.38 14.92
Wells Fargo Disciplined US Core R EVSHX -3.91 1.10 4.56 16.00 --- ---
Wells Fargo Disciplined US Core Inst EVSIX -3.84 1.15 4.67 16.74 10.80 15.39
Wells Fargo Disciplined US Core R6 EVSRX -3.86 1.20 4.70 16.85 --- ---
Wells Fargo Disciplined US Core C EVSTX -3.92 1.08 4.44 15.51 9.56 14.08
Wells Fargo Disciplined US Core Admin EVSYX -3.85 1.14 4.64 16.44 10.51 15.09
Eaton Vance Dividend Builder A EVTMX -3.48 0.72 4.75 15.92 8.87 12.43
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX -3.11 2.60 6.99 19.07 10.57 13.99
Eaton Vance Tx-Mgd Growth 1.2 B EYTGX -3.18 2.49 6.78 18.18 9.75 13.14
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX -3.20 2.45 6.75 18.14 9.74 13.13
Russell 3000 Defensive PR USD F00000MFW1 -4.28 -0.16 3.06 12.58 7.69 11.17
Russell 3000 Defensive TR USD F00000MFW3 -4.10 0.12 3.60 15.03 10.13 13.70
Russell 3000 Defensive NR USD F00000MFW4 -4.15 0.04 3.44 14.31 9.40 12.95
Russell 3000 Dynamic PR USD F00000MFW5 -2.55 2.86 6.47 16.95 9.00 13.21
Russell 3000 Dynamic TR USD F00000MFW6 -2.40 3.06 6.87 18.86 10.85 15.11
Russell 3000 Dynamic NR USD F00000MFW7 -2.45 3.00 6.76 18.30 10.32 14.56
Russell 1000 Defensive PR USD F00000MFW8 -4.25 -0.06 3.39 13.16 7.59 11.15
Russell 1000 Defensive TR USD F00000MFW9 -4.06 0.23 3.93 15.66 10.07 13.72
Russell 1000 Defensive NR USD F00000MFWA -4.12 0.14 3.77 14.92 9.33 12.95
Russell 1000 Dynamic PR USD F00000MFWB -2.44 3.04 6.64 17.30 9.28 13.49
Russell 1000 Dynamic TR USD F00000MFWC -2.29 3.26 7.06 19.29 11.21 15.47
Russell 1000 Dynamic NR USD F00000MFWD -2.33 3.20 6.94 18.71 10.65 14.89
Russell 1000 NR USD F00000NHWK -3.23 1.66 5.34 16.77 10.06 13.97
Russell Developed xUK LC TR Hdg GBP F00000O2M5 -4.08 0.04 2.76 13.82 8.09 12.60
Russell Top 200 Dynamic PR USD F00000OS19 -1.37 4.93 8.68 21.71 12.15 15.28
Russell Top 200 Dynamic TR USD F00000OS1A -1.20 5.19 9.10 23.78 14.22 17.41
Russell Top 200 Defensive PR USD F00000OS1B -4.54 -0.10 3.64 13.45 7.29 10.84
Russell Top 200 Defensive TR USD F00000OS1C -4.33 0.21 4.20 16.04 9.85 13.51
Russell Top 200 Dynamic NR USD F00000P2PG -1.25 5.12 8.98 23.16 13.61 16.78
Russell Top 200 Defensive NR USD F00000P2PH -4.39 0.12 4.03 15.26 9.08 12.71
Russell 1000 Hedge USD F00000PUDR -3.18 1.73 5.48 17.43 10.71 14.64
Russell 3000 Growth-Defensive TR USD F00000T6LA -3.39 1.82 5.40 21.34 12.04 15.65
Russell 3000 Growth-Defensive PR USD F00000T6LB -3.54 1.62 4.98 19.32 10.04 13.54
Russell Top 50 Mega Cap PR USD F00000UMLU -3.38 1.63 5.85 16.30 9.63 ---
Russell Top 200 Equal Weight TR USD F00000VK7A -3.86 0.41 4.30 17.46 11.23 15.25
Russell Top 200 Equal Weight PR USD F00000VK7B -4.04 0.15 3.79 15.17 8.96 12.83
Russell Top 200 Equal Weight NR USD F00000VK7C -3.91 0.33 4.15 16.78 10.55 14.53
Russell 1000 Volatility Fctr PR USD F00000WEP1 -3.96 0.07 3.89 12.55 7.87 11.67
Russell 1000 Volatility Fctr TR USD F00000WEP2 -3.75 0.39 4.47 15.18 10.49 14.37
Russell US HEDI Low TR USD F00000XKQP -3.18 1.53 5.31 17.75 11.70 15.16
Russell US HEDI LC Low TR USD F00000XKQQ -3.09 1.69 5.63 18.38 11.82 15.32
Russell US HEDI Mod TR USD F00000XKQS -3.55 0.80 4.79 17.57 11.93 15.37
Russell US HEDI LC Mod TR USD F00000XKQT -3.49 0.92 5.13 18.23 12.02 15.53
Fidelity Advisor® Dividend Growth A FADAX -3.83 0.80 6.03 15.32 7.85 12.12
Fidelity Advisor® Large Cap A FALAX -4.71 0.90 6.50 13.54 9.37 13.95
Fidelity Advisor® Large Cap M FALGX -4.75 0.87 6.46 13.23 9.08 13.65
Fidelity Advisor® Large Cap I FALIX -4.70 0.92 6.58 13.82 9.65 14.25
Franklin Focused Core Equity C FCEDX -2.78 2.94 7.36 9.44 3.68 11.27
Franklin Focused Core Equity A FCEQX -2.69 3.09 7.55 10.33 4.47 12.07
Franklin Focused Core Equity R FCERX -2.72 3.01 7.53 10.12 4.25 11.85
Franklin Focused Core Equity Adv FCEZX -2.65 3.11 7.64 10.60 4.73 12.37
Fidelity® Large Cap Stock K6 FCLKX -4.58 1.08 6.66 --- --- ---
Strategic Advisers® Core FCSAX -3.16 2.11 5.86 18.56 10.40 14.23
Fidelity Advisor® Capital Development C FDECX -4.76 0.80 6.27 12.02 8.17 11.88
Fidelity Advisor® Capital Development I FDEIX -4.66 0.96 6.55 13.22 9.38 13.16
Fidelity® Disciplined Equity K FDEKX -4.42 0.65 3.92 16.11 7.94 13.34
Fidelity® Disciplined Equity FDEQX -4.41 0.62 3.90 16.00 7.82 13.22
Fidelity Advisor® Diversified Stock O FDESX -2.28 4.61 7.42 18.73 10.67 14.26
Fidelity Advisor® Capital Development O FDETX -4.63 1.03 6.65 13.42 9.57 13.36
Fidelity® Flex 500 Index FDFIX -3.17 1.85 5.75 --- --- ---
Fidelity Advisor® Dividend Growth C FDGCX -3.92 0.66 5.77 14.36 7.02 11.26
Fidelity® Dividend Growth FDGFX -3.89 0.82 6.12 15.73 8.25 12.52
Fidelity Advisor® Dividend Growth I FDGIX -3.79 0.87 6.10 15.56 8.11 12.40
Fidelity® Dividend Growth K FDGKX -3.87 0.85 6.14 15.84 8.38 12.65
Fidelity Advisor® Dividend Growth M FDGTX -3.84 0.81 5.97 14.99 7.59 11.85
Fidelity Advisor® Diversified Stock C FDTCX -2.41 4.45 7.07 17.24 9.26 12.82
Fidelity Advisor® Diversified Stock M FDTEX -2.36 4.52 7.24 17.89 9.86 13.41
Fidelity Advisor® Diversified Stock I FDTIX -2.28 4.61 7.42 18.56 10.51 14.10
Fidelity Advisor® Diversified Stock A FDTOX -2.30 4.57 7.35 18.34 10.29 13.88
Fidelity Advisor® Capital Development A FDTTX -4.61 1.00 6.57 13.14 9.26 13.02
Fidelity Advisor® Capital Development M FDTZX -4.66 0.90 6.38 12.45 8.67 12.40
Salient US Dividend Signal A FDYAX -2.77 3.31 7.51 18.50 11.54 ---
Salient US Dividend Signal Investor FDYRX -2.76 3.30 7.52 18.64 11.65 ---
Salient US Dividend Signal Institutional FDYTX -2.70 3.38 7.66 19.12 12.08 ---
Franklin Focused Core Equity R6 FEFCX -2.69 3.10 7.68 10.70 4.85 ---
Fidelity® U.S. Sustainability Index Inv FENSX -3.47 1.52 5.13 --- --- ---
First Eagle US Value A FEVAX -2.88 0.60 4.19 9.46 6.78 8.59
First Eagle US Value C FEVCX -2.95 0.52 3.98 8.61 5.97 7.77
First Eagle US Value I FEVIX -2.84 0.64 4.24 9.75 7.07 8.87
First Eagle US Value R6 FEVRX -2.84 0.64 4.27 --- --- ---
Fidelity® Export and Multinational K FEXKX -4.33 0.72 6.55 14.52 9.39 12.52
Fidelity® Export and Multinational FEXPX -4.32 0.72 6.54 14.39 9.26 12.37
American Funds Invmt Co of Amer F3 FFICX -2.01 2.60 7.28 17.36 --- ---
Fidelity® Total Market Index F FFSMX -3.24 1.61 5.26 16.95 10.57 14.42
AB FlexFee US Thematic Advisor FFTYX -2.67 1.71 3.59 --- --- ---
First Investors Growth & Income B FGIBX -4.66 -0.54 3.47 11.92 5.21 10.34
Fidelity® Growth & Income K FGIKX -4.82 0.13 6.01 12.24 9.19 13.03
First Investors Growth & Income A FGINX -4.62 -0.46 3.68 12.75 6.02 11.20
Fidelity Advisor® Growth & Income I FGIOX -4.83 0.10 5.89 12.04 8.98 12.85
First Investors Growth & Income Advisor FGIPX -4.59 -0.42 3.78 13.15 6.43 ---
First Investors Growth & Income Instl FGIQX -4.53 -0.38 3.81 13.26 6.46 ---
Fidelity Advisor® Growth & Income A FGIRX -4.86 0.04 5.79 11.74 8.67 12.52
Fidelity Advisor® Growth & Income M FGITX -4.89 0.04 5.75 11.46 8.41 12.25
Fidelity Advisor® Growth & Income C FGIUX -4.92 -0.04 5.60 10.92 7.86 11.69
Fidelity Advisor® Growth & Income Z FGIZX -4.83 0.10 5.92 12.18 --- ---
Fidelity® Series Growth & Income FGLGX -4.77 0.19 6.05 12.58 9.17 12.78
Fidelity Advisor® Mega Cap Stock C FGRCX -5.00 0.35 5.39 12.30 8.02 12.09
Fidelity® Growth & Income FGRIX -4.84 0.13 5.98 12.10 9.05 12.90
Fidelity® Mega Cap Stock FGRTX -4.99 0.46 5.65 13.36 9.09 13.24
Fidelity Advisor® Mega Cap Stock A FGTAX -4.98 0.46 5.63 13.12 8.82 12.92
Fidelity Advisor® Large Cap Z FIDLX -4.70 0.95 6.60 13.97 --- ---
American Funds Fundamental Invs F2 FINFX -3.03 2.40 6.37 19.90 12.56 15.07
Federated Max-Cap Index Instl FISPX -3.11 1.79 5.65 17.73 10.90 14.62
Fidelity® U.S. Sustainability IndexInstl FITLX -3.47 1.52 5.11 --- --- ---
Strategic Advisers® Core Multi-Mgr FLAUX -3.28 1.69 5.70 17.27 10.08 13.81
Fidelity Advisor® Large Cap C FLCCX -4.82 0.79 6.28 12.65 8.54 13.08
Fidelity® Large Cap Core Enhanced Index FLCEX -3.23 2.25 6.53 18.52 10.05 14.47
Fidelity® SAI US Large Cap Index FLCPX -3.19 1.89 5.67 17.82 --- ---
Fidelity® Large Cap Stock FLCSX -4.66 0.96 6.56 13.48 9.52 14.13
Nuveen Large Cap Select A FLRAX -3.52 2.37 6.34 20.17 11.52 15.19
Nuveen Large Cap Select I FLRYX -3.49 2.43 6.38 20.46 11.80 15.48
Nuveen Large Cap Select C FLYCX -3.60 2.24 6.09 19.28 10.67 14.32
Fidelity Advisor® Series Growth & Income FMALX -4.77 0.19 6.09 12.56 9.10 12.77
FMI Large Cap FMIHX -3.02 1.58 7.06 14.46 9.56 12.79
FMI Large Cap Institutional FMIQX -3.02 1.63 7.06 14.61 --- ---
Federated Max-Cap Index R FMXKX -3.22 1.65 5.41 16.81 10.03 13.76
Federated Max-Cap Index Svc FMXSX -3.22 1.73 5.54 17.31 10.53 14.28
Fidelity® Series 100 Index FOHIX -3.39 1.84 6.20 18.15 11.49 14.51
Russell 3000E PR USD FOUSA063UX -3.41 1.34 4.76 14.73 8.42 12.25
Russell 3000E TR USD FOUSA063UY -3.25 1.59 5.23 16.91 10.57 14.46
Russell Top 50 Mega Cap TR USD FOUSA088OQ -3.16 1.98 6.40 18.83 12.13 14.54
Russell 3000 NR USD FOUSA08Z65 -3.30 1.51 5.09 16.27 9.94 13.81
Russell Developed x CA TR USD FOUSA093LT -3.41 1.38 5.00 18.95 9.44 11.91
Russell Developed x CA NR USD FOUSA093LV -3.45 1.33 4.90 18.34 8.84 11.29
Russell Developed x CA PR USD FOUSA093LX -3.56 1.17 4.60 16.28 6.87 9.26
Russell Developed x CA TR Hdg USD FOUSA093LZ -3.89 0.22 3.28 15.34 9.29 13.02
Russell Developed x CA LC TR USD FOUSA093MD -3.41 1.45 5.07 19.08 9.30 11.89
Russell Developed x CA LC NR USD FOUSA093MF -3.45 1.39 4.97 18.45 8.68 11.25
Russell Developed x CA LC PR USD FOUSA093MH -3.57 1.23 4.66 16.34 6.68 9.19
Russell Developed x CA LC TR Hdg USD FOUSA093MJ -3.87 0.32 3.39 15.47 9.17 12.98
Russell Developed xJPN TR USD FOUSA093P5 -3.52 1.02 4.69 17.95 9.01 11.48
Russell Developed xJPN NR USD FOUSA093P7 -3.56 0.96 4.58 17.31 8.38 10.82
Russell Developed xJPN PR USD FOUSA093P9 -3.69 0.79 4.25 15.25 6.40 8.78
Russell Developed xJPN TR Hdg USD FOUSA093PB -3.66 0.33 3.28 14.49 9.17 12.56
Russell Developed xJPN LC TR USD FOUSA093PP -3.51 1.10 4.78 18.25 8.98 11.55
Russell Developed xJPN LC NR USD FOUSA093PR -3.55 1.05 4.67 17.60 8.33 10.88
Russell Developed xJPN LC PR USD FOUSA093PT -3.68 0.87 4.34 15.49 6.31 8.80
Russell Developed xJPN LC TR Hdg USD FOUSA093PV -3.65 0.41 3.39 14.78 9.14 12.62
Russell North America TR USD FOUSA09BD0 -3.45 1.18 4.83 16.11 10.14 13.63
Russell North America NR USD FOUSA09BD2 -3.50 1.11 4.69 15.46 9.49 12.97
Russell North America PR USD FOUSA09BD4 -3.62 0.94 4.35 13.89 7.93 11.36
Russell North America LC TR USD FOUSA09BDC -3.37 1.35 5.09 16.69 10.29 13.86
Russell North America LC NR USD FOUSA09BDE -3.43 1.27 4.94 16.02 9.63 13.18
Russell North America LC PR USD FOUSA09BDG -3.55 1.09 4.59 14.41 8.04 11.54
Russell USA TR USD FOUSA09CRQ -3.25 1.58 5.22 16.91 10.57 14.46
Russell USA NR USD FOUSA09CRS -3.30 1.51 5.08 16.26 9.93 13.81
Russell USA PR USD FOUSA09CRU -3.41 1.34 4.75 14.73 8.42 12.25
Russell USA LC TR USD FOUSA09CS2 -3.18 1.73 5.48 17.43 10.71 14.64
Russell USA LC NR USD FOUSA09CS4 -3.23 1.66 5.34 16.76 10.05 13.97
Russell USA LC PR USD FOUSA09CS6 -3.35 1.48 5.00 15.19 8.50 12.37
Fort Pitt Capital Total Return FPCGX -3.23 0.96 4.89 16.52 11.27 13.21
Fidelity® U.S. Sustainability IndexPrem FPNSX -3.47 1.52 5.08 --- --- ---
FPA US Value FPPFX -3.59 2.93 6.58 8.32 1.83 8.21
Strategic Advisers® Core Multi-Mgr L FQAPX -3.35 1.69 5.70 17.27 10.08 ---
Strategic Advisers® Core Multi-Mgr N FQAQX -3.35 1.69 5.64 17.01 9.81 ---
AMG FQ Long-Short Equity N FQUAX 2.40 4.85 7.17 15.55 8.53 11.77
Franklin Rising Dividends Adv FRDAX -4.33 -0.08 3.18 16.23 9.68 12.29
Franklin Rising Dividends A FRDPX -4.35 -0.13 3.11 15.92 9.40 12.00
Franklin Rising Dividends R FRDRX -4.38 -0.16 3.04 15.62 9.12 11.72
Franklin Rising Dividends C FRDTX -4.42 -0.23 2.91 15.05 8.58 11.17
Franklin Rising Dividends R6 FRISX -4.33 -0.08 3.21 16.39 9.83 ---
Fidelity® Total Market Index Instl Prem FSKAX -3.23 1.61 5.26 16.95 10.57 14.42
Fidelity® Total Market Index Instl FSKTX -3.24 1.60 5.25 16.91 10.56 14.41
Fidelity® Total Market Index Investor FSTMX -3.24 1.60 5.25 16.84 10.49 14.35
Fidelity® Total Market Index Premium FSTVX -3.24 1.60 5.26 16.90 10.54 14.40
Fidelity® SAI US Minimum Volatility Idx FSUVX -3.11 -0.56 1.96 13.39 --- ---
Fidelity Advisor® Mega Cap Stock M FTGRX -4.99 0.41 5.50 12.85 8.55 12.65
Fidelity Advisor® Mega Cap Stock I FTRIX -4.93 0.52 5.70 13.43 9.13 13.25
American Funds Fundamental Invs F3 FUNFX -3.03 2.41 6.40 20.02 --- ---
Fidelity® 500 Index Investor FUSEX -3.17 1.85 5.67 17.74 10.98 14.71
Fidelity® 500 Index Premium FUSVX -3.16 1.86 5.68 17.79 11.03 14.76
Fidelity® 500 Index Institutional Prem FXAIX -3.16 1.86 5.69 17.82 11.06 14.79
Fidelity® 500 Index Institutional FXSIX -3.16 1.86 5.68 17.80 11.04 14.77
Fidelity Advisor® Diversified Stock Z FZACX -2.30 4.65 7.44 18.72 10.65 ---
Fidelity Advisor® Dividend Growth Z FZADX -3.83 0.86 6.09 15.71 8.27 ---
Fidelity Advisor® Mega Cap Stock Z FZALX -4.96 0.46 5.68 13.54 9.27 ---
Gabelli Asset AAA GABAX -3.36 0.86 5.43 15.53 7.71 10.62
Gabelli Equity Income AAA GABEX -3.71 -0.02 4.53 10.71 5.76 9.54
Gabelli Asset I GABIX -3.35 0.88 5.49 15.80 7.98 10.89
Gabelli Asset T GALTX -3.37 0.85 5.46 --- --- ---
Gabelli Asset A GATAX -3.38 0.86 5.43 15.52 7.71 10.62
Gabelli Asset C GATCX -3.43 0.76 5.23 14.66 6.91 9.79
US Global Investors All American Eq GBTFX -2.73 1.69 4.70 3.59 -0.16 6.36
Gabelli Equity Income A GCAEX -3.73 -0.02 4.51 10.71 5.76 9.53
Gabelli Equity Income C GCCEX -3.80 -0.18 4.30 9.84 4.96 8.71
Gabelli Equity Income I GCIEX -3.72 0.02 4.57 10.96 6.03 9.81
Goldman Sachs US Tax-Managed Eq A GCTAX -3.58 2.37 5.26 16.45 8.92 14.41
Goldman Sachs US Tax-Managed Eq C GCTCX -3.64 2.26 5.08 15.53 8.12 13.54
Gabelli Equity Income T GCTEX -3.75 -0.02 4.49 --- --- ---
Goldman Sachs US Tax-Managed Eq Instl GCTIX -3.57 2.42 5.39 16.88 9.36 14.84
Goldman Sachs US Tax-Managed Eq Svc GCTSX -3.60 2.35 5.25 16.31 8.82 14.28
Gotham Enhanced 500 Core Institutional GECFX -4.65 1.02 7.35 18.70 --- ---
Gotham Enhanced Index Plus Institutional GENDX -4.48 1.15 7.34 20.07 --- ---
Gotham Enhanced 500 Institutional GENFX -5.22 0.78 8.46 20.37 10.90 ---
GuideStone Funds Equity Index Instl GEQYX -3.10 1.90 5.70 18.30 11.12 14.73
GuideStone Funds Equity Index Investor GEQZX -3.10 1.87 5.64 18.00 10.81 14.47
GE RSP US Equity GESSX -2.69 2.61 5.63 15.93 9.12 13.76
Golub Group Equity GGEFX -3.64 1.70 4.54 9.09 8.15 11.82
Aberdeen US Multi-Cap Equity Instl GGLIX -3.85 2.12 6.72 17.75 9.08 11.45
Aberdeen US Multi-Cap Equity R GGLRX -3.81 2.06 6.60 16.96 8.42 10.78
Guggenheim StylePlus - Large Core Instl GILIX -3.37 1.77 5.94 17.95 11.68 14.86
Gotham Index Plus Institutional GINDX -5.06 1.04 9.26 21.26 --- ---
Guinness Atkinson™ Global Inntrs Instl GINNX -3.43 2.93 3.73 31.56 --- ---
Great Lakes Disciplined Equity Instl GLDNX -4.03 1.42 5.08 16.20 9.66 14.27
GMO US Equity Allocation VI GMCQX -4.48 0.33 1.91 14.98 9.88 12.61
GMO US Equity Allocation V GMEQX -4.53 0.33 1.88 14.97 --- ---
GMO US Equity Allocation IV GMRTX -4.51 0.32 1.89 14.94 9.86 12.58
GMO US Equity Allocation III GMUEX -4.51 0.26 1.83 14.89 9.79 12.50
Gotham Index Plus Investor GNNDX -5.06 1.04 --- --- --- ---
Nationwide R GNWRX -2.99 1.92 4.67 14.97 9.19 12.75
Green Owl Intrinsic Value GOWLX -4.81 -0.10 4.13 11.97 8.44 11.92
Victory RS Large Cap Alpha A GPAFX -3.95 0.87 5.52 14.12 7.90 12.89
GMO Quality IV GQEFX -3.47 2.25 4.81 23.99 12.93 14.40
GMO Quality III GQETX -3.51 2.21 4.79 23.93 12.86 14.34
Goldman Sachs US Tax-Managed Eq Inv GQIRX -3.57 2.38 5.30 16.69 9.18 14.67
GMO Quality V GQLFX -3.51 2.21 4.79 23.99 12.96 14.42
GMO Quality VI GQLOX -3.48 2.21 4.81 24.05 12.98 14.45
Victory Diversified Stock R GRINX -4.96 0.37 4.42 21.04 7.76 11.89
Nationwide S&P 500 Index Instl Svc GRISX -3.19 1.80 5.59 17.37 10.62 14.34
Nationwide S&P 500 Index A GRMAX -3.21 1.81 5.58 17.13 10.41 14.14
Nationwide S&P 500 Index C GRMCX -3.28 1.66 5.34 16.37 9.71 13.41
Nationwide S&P 500 Index R6 GRMIX -3.18 1.80 5.64 17.61 10.89 14.61
Nationwide S&P 500 Index R GRMRX -3.22 1.82 5.55 16.87 10.16 13.82
Nationwide S&P 500 Index Svc GRMSX -3.26 1.75 5.51 17.13 10.45 14.14
Goldman Sachs US Equity Insights Instl GSELX -3.99 1.83 4.89 19.11 10.58 15.36
Goldman Sachs US Equity Insights Svc GSESX -4.05 1.75 4.73 18.49 10.02 14.77
Goldman Sachs US Equity Insights R6 GSEUX -4.01 1.81 4.87 19.09 --- ---
Goldman Sachs US Eq Div and Premium A GSPAX -2.50 0.76 3.28 12.00 8.95 11.87
Gotham Enhanced S&P 500 Index Instl GSPFX -3.35 2.81 7.38 22.18 --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX -2.58 0.76 3.39 12.37 9.36 12.30
Goldman Sachs US Eq Div and Premium C GSPQX -2.59 0.61 3.10 11.10 8.13 11.02
Goldman Sachs US Equity Insights A GSSQX -4.02 1.76 4.77 18.62 10.14 14.89
Goldman Sachs US Equity Insights R GSURX -4.06 1.73 4.69 18.31 9.87 14.61
Goldman Sachs US Equity Insights C GSUSX -4.08 1.64 4.57 17.74 9.32 14.04
Goldman Sachs US Equity Insights Inv GSUTX -4.00 1.80 4.84 18.94 10.42 15.18
Glenmede Strategic Equity GTCEX -2.13 4.03 8.63 23.25 13.07 15.74
Glenmede Large Cap Core Institutional GTLIX -3.95 1.74 5.31 20.01 --- ---
Glenmede Large Cap Core Port GTLOX -3.98 1.70 5.24 19.75 10.94 16.17
Nationwide C GTRCX -3.04 1.85 4.57 14.54 8.84 12.36
Goldman Sachs US Eq Div and Premium Inv GVIRX -2.51 0.76 3.36 12.25 9.22 12.14
Aberdeen US Multi-Cap Equity A GXXAX -3.79 2.18 6.76 17.55 8.81 11.13
Aberdeen US Multi-Cap Equity C GXXCX -3.91 2.03 6.52 16.63 8.02 10.32
Aberdeen US Multi-Cap Equity Instl Svc GXXIX -3.79 2.12 6.78 17.67 9.00 11.33
Haverford Quality Growth Stock HAVGX -5.29 0.89 5.05 14.28 6.61 11.44
Harbor Large Cap Value Instl HAVLX -3.79 2.01 5.56 18.22 12.85 15.10
Hartford Capital Appreciation C HCACX -2.02 3.04 5.28 15.89 7.68 12.54
Hartford Capital Appreciation F HCAFX -1.92 3.21 5.58 --- --- ---
Hartford Capital Appreciation Y HCAYX -1.92 3.21 5.57 17.15 8.87 13.79
HCM Tactical Growth Investor HCMDX -4.44 3.30 7.33 25.55 12.27 ---
HCM Tactical Growth A HCMGX -4.37 3.47 7.52 26.42 13.00 ---
HCM Tactical Growth I HCMIX -4.36 3.47 7.51 26.40 12.99 ---
HCM Tactical Growth R HCMSX -4.36 3.47 7.51 26.40 12.99 ---
Hartford Capital Appreciation HLS IC HCPCX -2.79 2.30 4.64 16.94 8.15 ---
Henssler Equity Institutional HEQCX -5.01 -2.41 0.56 4.64 5.76 11.25
Henssler Equity Investor HEQFX -4.83 -2.39 0.56 4.20 5.27 10.71
Hartford Capital Appreciation HLS IA HIACX -2.72 2.37 4.78 17.54 8.69 13.18
Hartford Capital Appreciation HLS IB HIBCX -2.76 2.34 4.71 17.23 8.42 12.90
Hartford Stock HLS IB HIBSX -4.46 0.08 4.74 14.11 8.79 12.51
Harbor Large Cap Value Inv HILVX -3.82 1.86 5.45 17.76 12.40 14.66
JPMorgan Equity Index I HLEIX -3.18 1.83 5.65 17.61 10.85 14.55
Harbor Large Cap Value Retirement HNLVX -3.73 2.01 5.66 18.39 --- ---
Harbor Large Cap Value Admin HRLVX -3.79 1.94 5.54 17.88 12.52 14.79
Hartford Stock HLS IA HSTAX -4.44 0.11 4.80 14.41 9.06 12.79
Homestead Stock Index HSTIX -3.23 1.80 5.55 17.16 10.47 14.19
Voya Corporate Leaders 100 A IACLX -4.30 0.59 4.99 14.19 8.79 13.21
Voya Growth and Income Port A IAVGX -3.92 0.66 4.16 14.11 7.64 12.08
American Funds Invmt Co of Amer F2 ICAFX -2.01 2.58 7.26 17.23 10.63 14.66
Voya Corporate Leaders 100 C ICCLX -4.37 0.50 4.81 13.51 8.17 12.62
Ivy Dividend Opportunities E IDIEX -4.00 -0.27 3.27 11.17 5.31 9.93
Ivy Dividend Opportunities N IDOTX -3.96 -0.26 3.36 11.49 5.74 ---
Independent Franchise Partners US Equity IFPUX -2.65 1.41 4.99 13.37 11.24 13.82
Integrity Growth & Income A IGIAX -3.90 1.64 5.78 15.52 7.95 10.52
Voya Growth and Income Port S2 IGISX -3.90 0.66 4.20 14.20 7.70 12.14
Integrity Growth & Income C IGIUX -3.94 1.57 5.62 14.68 --- ---
Integrity Growth & Income I IGIVX -3.89 1.68 5.84 15.82 --- ---
AMF Large Cap Equity AMF IICAX -3.62 0.95 4.26 16.25 10.82 11.99
AMF Large Cap Equity H IICHX -3.63 1.07 4.31 16.46 11.02 12.17
Voya Corporate Leaders 100 I IICLX -4.30 0.59 5.08 14.50 9.13 13.57
Voya Russell Large Cap Index Port I IIRLX -3.07 2.19 6.14 18.78 11.42 14.81
Voya Growth and Income Port I IIVGX -3.87 0.72 4.26 14.66 8.12 12.58
IMS Dividend Growth IMSAX -2.25 2.29 6.36 15.45 7.61 10.44
Index Funds S&P 500® Equal Weight NoLoad INDEX -3.66 0.63 4.64 13.73 --- ---
Voya US Stock Index Port I INGIX -3.21 1.85 5.61 17.49 10.78 14.49
Catalyst Insider Buying A INSAX 0.39 7.13 11.63 19.63 4.39 10.92
Catalyst Insider Buying C INSCX 0.28 7.02 11.43 18.77 3.61 10.10
Catalyst Insider Buying I INSIX 0.39 7.18 11.72 19.97 4.67 ---
Voya Corporate Leaders 100 O IOCLX -4.35 0.55 4.97 14.13 8.73 13.18
Voya Multi-Manager Large Cp Core Port A IPFAX -4.07 1.13 6.70 15.76 8.43 12.89
Voya Index Plus LargeCap Port I IPLIX -4.18 0.69 5.58 18.68 10.57 14.89
Voya Index Plus LargeCap Port S IPLSX -4.19 0.66 5.52 18.37 10.29 14.60
Voya Multi-Manager Large Cp Core Port I IPPIX -3.99 1.24 6.88 16.52 9.11 13.57
Voya Multi-Manager Large Cp Core Port S IPPSX -4.04 1.24 6.79 16.20 8.81 13.27
Voya Corporate Leaders 100 R IRCLX -4.37 0.51 4.89 13.82 8.45 12.90
Voya Russell Large Cap Index Port S IRLCX -3.10 2.16 6.08 18.53 11.15 14.53
Voya Russell Large Cap Index Port A IRLIX -3.09 2.14 5.99 18.20 10.87 14.23
Voya Russell Large Cap Index Port S2 IRLUX -3.11 2.15 6.02 18.30 10.98 14.36
VY® Columbia Contrarian Core A ISBAX -4.38 0.73 5.32 15.92 9.63 13.73
VY® Columbia Contrarian Core S ISCSX -4.37 0.79 5.38 16.24 9.90 14.02
VY® Columbia Contrarian Core I ISFIX -4.32 0.81 5.49 16.53 10.18 14.32
Voya US Stock Index Port S2 ISIPX -3.21 1.75 5.52 17.02 10.32 14.03
Voya US Stock Index Port A ISIVX -3.19 1.78 5.45 16.94 10.20 13.89
Voya US Stock Index Port S ISJBX -3.24 1.80 5.57 17.23 10.50 14.22
Voya Growth and Income Port S ISVGX -3.89 0.69 4.21 14.37 7.86 12.31
Hartford Capital Appreciation A ITHAX -1.95 3.17 5.50 16.76 8.47 13.35
Hartford Capital Appreciation I ITHIX -1.92 3.19 5.55 17.07 8.79 13.69
Hartford Capital Appreciation R3 ITHRX -1.98 3.12 5.39 16.38 8.13 13.00
Hartford Capital Appreciation R4 ITHSX -1.94 3.15 5.48 16.71 8.45 13.34
Hartford Capital Appreciation R5 ITHTX -1.93 3.18 5.55 17.08 8.78 13.68
Hartford Capital Appreciation R6 ITHVX -1.92 3.21 5.58 17.18 8.87 ---
Ivy Dividend Opportunities A IVDAX -3.98 -0.27 3.29 11.05 5.26 9.95
Ivy Dividend Opportunities B IVDBX -4.06 -0.43 3.05 10.13 4.44 9.08
Ivy Dividend Opportunities C IVDCX -4.09 -0.43 3.05 10.23 4.55 9.20
Ivy Dividend Opportunities I IVDIX -3.97 -0.26 3.34 11.34 5.58 10.29
Ivy Dividend Opportunities Y IVDYX -3.97 -0.26 3.29 11.09 5.33 10.01
Voya Corporate Leaders 100 W IWCLX -4.30 0.59 5.05 14.46 9.08 13.48
Guinness Atkinson™ Global Inntrs Inv IWIRX -3.44 2.91 3.69 31.25 12.08 17.36
Ivy Dividend Opportunities R IYDVX -3.99 -0.32 3.19 10.69 4.97 9.64
Janus Henderson Growth And Income S JADGX -3.40 1.64 6.94 19.98 11.69 14.66
Janus Henderson Growth And Income T JAGIX -3.36 1.67 7.00 20.28 11.98 14.96
Jamestown Equity JAMEX -3.97 1.93 6.58 16.29 6.89 12.05
JPMorgan US Large Cap Core Plus R5 JCPRX -3.71 1.86 5.77 16.21 9.69 14.95
JPMorgan US Research Enhanced Equity A JDEAX -3.59 1.39 5.17 16.18 8.12 13.62
JPMorgan US Research Enhanced Equity I JDESX -3.56 1.45 5.23 16.45 8.38 13.91
JPMorgan US Research Enhanced Equity R6 JDEUX -3.56 1.45 5.26 16.58 8.58 14.15
Prudential Jennison Equity Income Z JDEZX -2.76 1.99 4.60 13.26 4.82 10.28
Janus Henderson Growth And Income A JDNAX -3.38 1.65 6.99 20.19 11.90 14.87
Janus Henderson Growth And Income N JDNNX -3.35 1.71 7.07 --- --- ---
Janus Henderson Growth And Income R JDNRX -3.40 1.61 6.87 19.68 11.40 14.37
Prudential Jennison Equity Income B JEIBX -2.86 1.83 4.34 12.18 3.77 9.18
Johnson Enhanced Return JENHX -3.70 0.92 4.53 16.36 10.85 14.72
Johnson Equity Income JEQIX -4.02 0.80 5.35 19.15 8.98 11.63
Janus Henderson Growth And Income C JGICX -3.44 1.56 6.79 19.35 11.09 13.99
Janus Henderson Growth And Income I JGINX -3.36 1.69 7.06 20.48 12.16 15.14
JHancock ESG Large Cap Core A JHJAX -3.56 1.08 4.37 12.77 --- ---
JHancock ESG Large Cap Core C JHJCX -3.58 1.00 4.23 11.96 --- ---
JHancock ESG Large Cap Core I JHJIX -3.55 1.08 4.42 13.01 --- ---
JHancock ESG Large Cap Core R6 JHJRX -3.48 1.08 4.45 13.14 --- ---
JHancock Fundamental Large Cap Core C JHLVX -3.81 1.38 4.96 14.34 10.60 12.94
JPMorgan Intrepid America A JIAAX -3.31 2.48 6.39 19.98 9.37 14.65
JPMorgan Intrepid America C JIACX -3.33 2.42 6.26 19.35 8.83 14.09
JPMorgan Intrepid America R6 JIAPX -3.24 2.56 6.54 20.60 --- ---
JPMorgan Intrepid America R5 JIARX -3.28 2.52 6.49 20.47 9.86 15.18
JPMorgan Intrepid America R2 JIAZX -3.33 2.43 6.32 19.69 9.10 14.37
JPMorgan Intrepid Sustainable Equity A JICAX -3.55 1.89 5.33 17.64 9.73 14.48
JPMorgan Intrepid Sustainable Equity C JICCX -3.60 1.82 5.21 17.06 9.20 13.90
JPMorgan Intrepid Sustainable Equity I JIISX -3.51 1.95 5.43 17.97 10.02 14.77
JPMorgan US Dynamic Plus I JILSX -2.96 3.57 7.67 18.64 9.71 14.62
JPMorgan US Large Cap Core Plus A JLCAX -3.74 1.82 5.69 15.72 9.21 14.45
JHancock Fundamental Large Cap Core R4 JLCFX -3.72 1.52 5.21 15.36 11.56 13.92
JHancock Fundamental Large Cap Core R3 JLCHX -3.74 1.47 5.13 14.93 11.12 13.48
JHancock Fundamental Large Cap Core R1 JLCRX -3.77 1.43 5.06 14.77 10.99 13.36
JHancock Fundamental Large Cap Core R5 JLCVX -3.70 1.55 5.26 15.60 11.78 14.15
JHancock Fundamental Large Cap Core R6 JLCWX -3.70 1.53 5.25 15.65 11.85 14.21
JHancock Fundamental Large Cap Core R2 JLCYX -3.75 1.46 5.13 15.07 11.27 13.66
JPMorgan US Large Cap Core Plus C JLPCX -3.75 1.77 5.56 15.18 8.68 13.87
JPMorgan US Large Cap Core Plus I JLPSX -3.72 1.87 5.74 16.04 9.49 14.73
JPMorgan US Large Cap Core Plus R6 JLPYX -3.71 1.90 5.78 --- --- ---
JPMorgan US Large Cap Core Plus R2 JLPZX -3.77 1.77 5.58 15.40 8.92 14.14
JHancock Fundamental Large Cap Core I JLVIX -3.72 1.51 5.23 15.50 11.72 14.09
JPMorgan US Equity L JMUEX -3.48 2.09 6.01 16.93 10.26 15.03
Janus Henderson Growth And Income D JNGIX -3.36 1.69 7.04 20.41 12.07 15.05
JPMorgan Tax Aware Equity I JPDEX -3.05 2.57 6.04 19.10 11.22 15.43
JPMorgan Tax Aware Equity A JPEAX -3.07 2.52 5.94 18.61 10.72 14.93
JPMorgan Tax Aware Equity C JPECX -3.09 2.45 5.80 18.01 10.18 14.36
JPMorgan Intrepid America I JPIAX -3.29 2.51 6.45 20.27 9.67 14.97
JPMorgan US Research Enhanced Equity L JPIEX -3.56 1.45 5.23 16.46 8.47 14.03
JPMorgan US Dynamic Plus A JPSAX -3.04 3.51 7.58 18.28 9.43 14.33
JPMorgan US Dynamic Plus C JPSCX -3.05 3.42 7.45 17.68 8.87 13.76
Janus Henderson US Managed Volatility A JRSAX -3.06 0.91 1.37 15.20 8.96 12.95
Janus Henderson US Managed Volatility C JRSCX -3.14 0.84 1.13 14.39 8.23 12.18
Janus Henderson US Managed Volatility D JRSDX -3.01 0.92 1.32 15.42 9.08 ---
Janus Henderson US Managed Volatility I JRSIX -3.06 0.91 1.34 15.45 9.26 13.28
Janus Henderson US Managed Volatility N JRSNX -2.99 1.01 1.38 15.69 9.35 ---
Janus Henderson US Managed Volatility S JRSSX -2.98 0.91 1.38 15.07 8.85 12.94
Janus Henderson US Managed Volatility T JRSTX -3.01 0.92 1.36 15.34 9.07 13.08
JPMorgan US Equity A JUEAX -3.55 2.03 5.94 16.47 9.89 14.65
JPMorgan US Equity C JUECX -3.54 1.97 5.80 15.99 9.34 14.09
JPMorgan US Equity R6 JUEMX -3.47 2.08 6.03 17.03 10.39 15.16
JPMorgan US Equity R3 JUEPX -3.56 2.04 5.90 16.45 --- ---
JPMorgan US Equity R4 JUEQX -3.49 2.09 6.06 16.78 --- ---
JPMorgan US Equity I JUESX -3.48 2.09 6.05 16.81 10.12 14.86
JPMorgan US Equity R2 JUEZX -3.52 1.99 5.86 16.17 9.60 14.36
JPMorgan US Equity R5 JUSRX -3.48 2.15 6.08 16.98 10.31 15.09
KP Large Cap Equity Institutional KPLCX -2.77 2.70 6.13 20.20 11.54 ---
Lord Abbett Calibrated Dividend Gr A LAMAX -4.30 -0.26 4.04 14.52 9.40 12.35
Lord Abbett Calibrated Dividend Gr B LAMBX -4.33 -0.39 3.82 13.68 8.58 11.50
Lord Abbett Calibrated Dividend Gr C LAMCX -4.30 -0.33 3.84 13.72 8.62 11.54
Lord Abbett Calibrated Dividend Gr F LAMFX -4.24 -0.20 4.07 14.77 9.60 12.54
Lord Abbett Calibrated Dividend Gr R6 LAMHX -4.25 -0.19 4.12 15.02 --- ---
Lord Abbett Calibrated Dividend Gr P LAMPX -4.28 -0.26 3.97 14.30 9.20 12.13
Lord Abbett Calibrated Dividend Gr R2 LAMQX -4.32 -0.32 3.91 14.15 9.03 11.94
Lord Abbett Calibrated Dividend Gr R3 LAMRX -4.32 -0.26 3.93 14.25 9.17 12.09
Lord Abbett Calibrated Dividend Gr R4 LAMSX -4.24 -0.26 4.06 14.53 --- ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX -4.26 -0.19 4.06 14.82 --- ---
Lord Abbett Calibrated Dividend Gr I LAMYX -4.26 -0.19 4.13 14.88 9.68 12.63
Lord Abbett Calibrated Dividend Gr T LBDTX -4.24 -0.26 4.04 --- --- ---
Low Beta Tactical 500 Institutional LBETX 3.13 7.69 11.28 --- --- ---
ClearBridge Dividend Strategy FI LBRIX -4.74 -0.81 3.25 14.44 8.64 ---
Low Beta Tactical 500 Investor LBTTX 3.14 7.71 11.19 --- --- ---
ClearBridge Dividend Strategy IS LCBEX -4.69 -0.79 3.34 14.91 9.11 ---
ClearBridge Dividend Strategy 1 LCBOX -4.69 -0.76 3.33 14.79 8.99 11.82
Columbia Contrarian Core A LCCAX -4.29 0.78 5.36 16.04 9.77 14.12
Columbia Contrarian Core C LCCCX -4.36 0.69 5.20 15.17 8.97 13.26
SEI Large Cap Index A (SIIT) LCIAX -3.18 1.71 5.46 17.33 10.66 14.61
Leland Thomson Reuters Private Eq Idx A LDPAX -7.02 0.24 8.25 20.73 --- ---
Leland Thomson Reuters Private Eq Idx C LDPCX -7.05 0.16 8.09 19.83 --- ---
Leland Thomson Reuters Private Eq Idx I LDPIX -6.92 0.31 8.42 21.09 --- ---
Leland Thomson Reuters Vntr Cptl Idx A LDVAX 2.32 15.45 13.25 54.03 23.53 ---
Leland Thomson Reuters Vntr Cptl Idx C LDVCX 2.36 15.33 13.21 53.04 --- ---
Leland Thomson Reuters Vntr Cptl Idx I LDVIX 2.38 15.45 13.34 54.34 23.76 ---
Lazard US Equity Concentrated Instl LEVIX -1.55 3.46 6.08 14.02 9.85 14.66
Lazard US Equity Concentrated Open LEVOX -1.54 3.44 6.07 13.75 9.56 14.27
Scharf R6 LGRSX --- --- --- --- --- ---
ClearBridge Value A LGVAX -4.62 0.14 4.37 9.80 6.82 12.83
Longleaf Partners LLPFX -2.55 1.23 5.09 14.80 3.40 7.92
ClearBridge Appreciation IS LMESX -3.77 1.11 5.19 16.24 9.79 12.96
QS US Large Cap Equity IS LMISX -2.94 2.16 6.19 19.73 9.24 14.11
ClearBridge Dividend Strategy R LMMRX -4.77 -0.86 3.17 14.12 8.42 11.20
ClearBridge Value I LMNVX -4.60 0.18 4.43 10.04 7.07 13.08
ClearBridge Appreciation FI LMPIX -3.81 1.05 5.07 15.73 9.35 12.49
ClearBridge Appreciation R LMPPX -3.84 0.98 4.96 15.36 9.00 12.16
QS US Large Cap Equity I LMTIX -2.99 2.11 6.14 19.68 --- ---
QS US Large Cap Equity FI LMUSX -2.97 2.10 6.06 19.33 8.85 13.77
ClearBridge Value FI LMVFX -4.64 0.12 4.35 9.69 6.74 12.75
ClearBridge Value R LMVRX -4.66 0.10 4.29 9.44 6.45 12.40
ClearBridge Value C LMVTX -4.67 0.05 4.19 9.02 6.07 12.01
Scharf Institutional LOGIX -3.44 1.09 4.34 9.14 5.09 11.52
Scharf Retail LOGRX -3.46 1.07 4.29 8.85 4.85 ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX -4.25 -0.19 4.12 --- --- ---
Summit GI US Low Volatility Equity A LVOLX -3.46 1.53 6.19 14.74 --- ---
Lazard US Strategic Equity Open LZUOX -2.73 2.80 6.44 15.23 7.42 11.81
Lazard US Strategic Equity Instl LZUSX -2.74 2.82 6.46 15.54 7.73 12.16
MainStay Epoch US All Cap A MAAAX -3.91 2.60 5.69 18.32 8.80 14.17
Mutual of America Instl Equity Index MAEQX -3.20 1.81 5.64 17.63 10.95 14.67
Mutual of America Instl All America MALLX -3.85 0.37 3.52 14.67 9.30 13.25
BlackRock Advantage Large Cap Core Instl MALRX -2.20 3.36 6.85 18.59 11.14 14.50
MainStay MAP Equity A MAPAX -3.12 2.74 6.40 18.87 8.42 11.96
MainStay MAP Equity B MAPBX -3.20 2.60 6.15 17.75 7.40 10.93
MainStay MAP Equity R1 MAPRX -3.12 2.75 6.41 19.02 8.57 12.13
Convergence Core Plus Institutional MARNX -3.29 3.63 7.77 18.41 10.31 13.38
MainStay Epoch US All Cap I MATIX -3.92 2.60 5.72 18.57 9.06 14.46
MainStay Epoch US All Cap B MAWBX -4.03 2.43 5.36 17.05 7.67 12.95
MainStay Epoch US All Cap C MAWCX -4.03 2.43 5.36 16.99 7.63 12.93
MainStay Epoch US All Cap Inv MAWNX -3.92 2.53 5.61 17.95 8.47 13.80
BlackRock Advantage Large Cap Core Inv C MCLRX -2.29 3.23 6.54 17.34 9.96 13.27
MainStay Common Stock Inv MCSSX -3.99 1.41 5.52 19.63 9.32 14.27
BlackRock Advantage Large Cap Core Inv A MDLRX -2.27 3.29 6.69 18.16 10.84 14.19
Meehan Focus MEFOX -4.19 2.42 8.24 17.34 6.86 11.04
AMG FQ Long-Short Equity I MEQFX 2.40 4.85 7.17 15.97 8.85 12.07
AMG FQ Tax-Managed US Equity N MFQAX -3.55 1.42 4.17 13.80 7.46 13.56
AMG FQ Tax-Managed US Equity I MFQTX -3.49 1.49 4.28 14.12 7.74 13.86
MFS® Research B MFRBX -2.33 2.40 5.22 17.89 9.60 12.81
MFS® Research C MFRCX -2.30 2.39 5.24 17.92 9.60 12.81
MFS® Research A MFRFX -2.24 2.49 5.42 18.81 10.43 13.66
MFS® Research R3 MFRHX -2.26 2.48 5.41 18.80 10.42 13.65
MFS® Research R4 MFRJX -2.24 2.54 5.49 19.11 10.70 13.95
MFS® Research R6 MFRKX -2.22 2.57 5.53 19.21 10.80 14.04
MFS® Research R1 MFRLX -2.32 2.37 5.22 17.91 9.60 12.81
MassMutual Select Equity Opports A MFVAX -3.67 0.96 5.61 14.22 9.08 13.56
MassMutual Select Equity Opports R4 MFVFX -3.72 0.91 5.61 14.29 9.20 ---
MassMutual Select Equity Opports R3 MFVNX -3.68 0.96 5.60 14.04 8.93 13.35
MassMutual Select Equity Opports R5 MFVSX -3.61 1.00 5.74 14.72 9.58 14.08
MassMutual Select Equity Opports I MFVZX -3.62 1.01 5.78 14.83 9.69 14.20
MainStay Common Stock C MGOCX -4.06 1.27 5.30 18.72 8.51 13.40
MM S&P 500® Index R4 MIEAX -3.20 1.82 5.55 17.16 10.40 14.09
MM S&P 500® Index Adm MIEYX -3.22 1.80 5.58 17.29 10.56 14.28
MM S&P 500® Index R5 MIEZX -3.22 1.83 5.66 17.56 10.82 14.56
Oppenheimer Main Street C MIGCX -4.21 0.29 3.34 10.55 8.59 12.52
Oppenheimer Main Street Y MIGYX -4.14 0.42 3.60 11.67 9.67 13.65
BNY Mellon Large Cap Stock Inv MILCX -3.27 1.99 6.05 17.60 8.91 13.16
MFS® Massachusetts Investors Tr R2 MIRTX -3.52 1.86 5.41 17.90 10.03 13.15
Midas Magic MISEX -5.56 1.89 7.48 17.50 8.89 11.48
MFS® Massachusetts Investors Tr B MITBX -3.58 1.76 5.25 17.30 9.48 12.59
MFS® Massachusetts Investors Tr C MITCX -3.56 1.76 5.27 17.32 9.49 12.58
MFS® Massachusetts Investors Tr R4 MITDX -3.48 1.91 5.53 18.50 10.58 13.72
MFS® Massachusetts Investors Tr R1 MITGX -3.58 1.77 5.24 17.30 9.48 12.59
MFS® Massachusetts Investors Tr R3 MITHX -3.51 1.88 5.45 18.19 10.31 13.43
MFS® Massachusetts Investors Tr I MITIX -3.48 1.92 5.53 18.47 10.57 13.71
MFS® Massachusetts Investors Tr R6 MITJX -3.48 1.92 5.52 18.56 10.67 13.82
MFS® Massachusetts Investors Tr A MITTX -3.51 1.87 5.46 18.21 10.32 13.45
BlackRock Advantage Large Cap Core K MLRKX --- --- --- --- --- ---
MFS® Low Volatility Equity A MLVAX -3.34 -0.70 1.70 11.38 9.12 ---
MFS® Low Volatility Equity B MLVBX -3.41 -0.84 1.50 10.48 8.29 ---
MFS® Low Volatility Equity C MLVGX -3.42 -0.84 1.43 10.46 8.29 ---
MFS® Low Volatility Equity I MLVHX -3.33 -0.70 1.70 11.64 9.37 ---
MFS® Low Volatility Equity R1 MLVMX -3.40 -0.77 1.49 10.53 8.32 ---
MFS® Low Volatility Equity R2 MLVOX -3.39 -0.77 1.63 11.05 8.86 ---
MFS® Low Volatility Equity R3 MLVPX -3.32 -0.63 1.70 11.41 9.12 ---
MFS® Low Volatility Equity R4 MLVRX -3.26 -0.63 1.77 11.62 9.40 ---
MFS® Low Volatility Equity R6 MLVTX -3.33 -0.63 1.80 11.72 9.49 ---
MainStay MAP Equity R3 MMAPX -3.16 2.69 6.30 18.45 8.04 11.57
MM S&P 500® Index A MMFFX -3.27 1.78 5.51 17.00 10.29 ---
MassMutual Select Equity Opports Adm MMFVX -3.62 0.98 5.67 14.50 9.36 13.84
MassMutual Select Equity Opports Svc MMFYX -3.68 0.96 5.70 14.54 9.46 13.96
MM S&P 500® Index Svc MMIEX -3.21 1.82 5.63 17.40 10.66 14.37
MM S&P 500® Index R3 MMINX -3.22 1.75 5.51 16.82 10.13 13.80
MM S&P 500® Index I MMIZX -3.18 1.83 5.69 17.73 10.95 14.68
MainStay MAP Equity C MMPCX -3.20 2.60 6.15 17.75 7.40 10.92
MassMutual Premier Main Street Adm MMSLX -4.24 0.36 3.49 11.23 9.23 13.24
MassMutual Premier Main Street R3 MMSNX -4.20 0.36 3.45 10.89 8.82 12.75
MassMutual Premier Main Street R5 MMSSX -4.15 0.44 3.60 11.54 9.48 13.47
MassMutual Premier Main Street Svc MMSYX -4.18 0.43 3.55 11.43 9.37 13.37
Manor MNRMX -4.89 -0.34 2.25 15.05 6.85 12.22
Castle Focus Investor MOATX -3.87 -1.58 0.72 6.73 5.71 7.68
MainStay Common Stock B MOPBX -4.06 1.32 5.29 18.76 8.52 13.42
Mairs & Power Growth Inv MPGFX -5.48 -1.40 2.71 10.16 8.03 11.78
BNY Mellon Large Cap Stock M MPLCX -3.10 2.18 6.11 17.89 9.24 13.44
MainStay MAP Equity R2 MPRRX -3.15 2.70 6.36 18.74 8.30 11.84
MFS® Core Equity R2 MRERX -2.81 1.65 4.62 19.26 10.45 14.05
MFS® Research I MRFIX -2.23 2.55 5.49 19.11 10.70 13.94
Marshfield Concentrated Opportunity MRFOX -2.74 2.31 7.04 19.78 --- ---
MFS® Core Equity A MRGAX -2.78 1.71 4.71 19.57 10.73 14.35
MFS® Core Equity B MRGBX -2.85 1.60 4.52 18.71 9.90 13.49
MFS® Core Equity C MRGCX -2.85 1.58 4.49 18.67 9.89 13.49
MFS® Core Equity R1 MRGGX -2.85 1.58 4.50 18.68 9.90 13.49
MFS® Core Equity R3 MRGHX -2.79 1.72 4.69 19.56 10.72 14.34
MFS® Core Equity R4 MRGJX -2.76 1.76 4.80 19.89 11.00 14.63
MFS® Core Equity R6 MRGKX -2.78 1.74 4.77 19.95 11.09 14.74
MFS® Core Equity I MRGRX -2.78 1.75 4.78 19.87 10.99 14.63
BlackRock Advantage Large Cap Core R MRLRX -2.24 3.31 6.69 17.90 10.54 13.86
Oppenheimer Main Street A MSIGX -4.16 0.37 3.53 11.41 9.41 13.37
BlackRock Advantage Large Cap Core Svc MSLRX -2.26 3.30 6.71 18.24 10.72 14.07
MainStay MAP Equity Investor MSMIX -3.14 2.72 6.37 18.65 8.21 11.76
MainStay Common Stock A MSOAX -3.96 1.45 5.56 19.98 9.60 14.57
MainStay Common Stock I MSOIX -3.95 1.48 5.65 20.28 9.88 14.87
MainStay Common Stock R3 MSOSX -4.01 1.41 5.47 19.55 --- ---
MainStay S&P 500 Index I MSPIX -3.21 1.81 5.59 17.45 10.70 14.42
MFS® Research R2 MSRRX -2.27 2.45 5.36 18.50 10.15 13.37
MassMutual Premier Main Street A MSSAX -4.21 0.36 3.49 11.04 8.96 12.96
MassMutual Premier Main Street R4 MSSRX -4.16 0.36 3.49 11.20 9.09 ---
MainStay S&P 500 Index A MSXAX -3.21 1.79 5.53 17.16 10.43 14.14
MassMutual Premier Main Street I MSZIX -4.15 0.44 3.62 11.65 9.57 ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX -3.00 2.57 6.20 18.77 10.61 13.87
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX -2.96 2.64 6.26 19.05 10.88 14.21
MainStay MAP Equity I MUBFX -3.12 2.78 6.45 19.16 8.68 12.24
MFS® Blended Research Core Equity A MUEAX -3.58 1.13 5.22 15.24 8.73 13.68
MFS® Blended Research Core Equity C MUECX -3.64 1.03 5.01 14.34 7.91 12.82
MFS® Blended Research Core Equity R1 MUERX -3.62 1.03 5.03 14.36 7.93 12.83
MFS® Blended Research Core Equity R2 MUESX -3.58 1.10 5.16 14.94 8.46 13.39
MFS® Blended Research Core Equity R3 MUETX -3.55 1.17 5.24 15.25 8.72 13.67
MFS® Blended Research Core Equity R4 MUEUX -3.53 1.20 5.32 15.52 9.00 13.96
MFS® Blended Research Core Equity R6 MUEVX -3.53 1.18 5.35 15.66 9.13 14.09
Muhlenkamp MUHLX -6.97 -0.69 1.66 12.92 1.50 5.77
Nationwide Institutional Service MUIFX -2.94 1.99 4.82 15.71 9.93 13.48
Morgan Stanley Instl US Core A MUOAX -4.48 1.70 4.41 14.35 --- ---
Morgan Stanley Instl US Core C MUOCX -4.51 1.63 4.26 13.45 --- ---
Morgan Stanley Instl US Core I MUOIX -4.39 1.77 4.54 14.86 --- ---
Morgan Stanley Instl US Core IS MUOSX -4.47 1.69 4.49 14.80 --- ---
MFS® Blended Research Core Equity B MUSBX -3.62 1.02 5.01 14.34 7.92 12.82
MFS® Blended Research Core Equity I MUSEX -3.53 1.19 5.32 15.52 9.00 13.96
Victory S&P 500 Index A MUXAX -3.23 1.75 5.51 17.06 10.44 14.10
Victory S&P 500 Index R MUXRX -3.24 1.70 5.42 16.53 9.96 13.64
Victory S&P 500 Index Y MUXYX -3.21 1.78 5.57 17.20 10.65 14.30
Marathon Value Portfolio MVPFX -4.23 0.51 4.16 11.36 8.41 10.75
Metropolitan West AlphaTrak 500 MWATX -3.47 1.38 5.21 16.45 13.02 16.28
VanEck Morningstar Wide Moat I MWMIX -3.90 1.65 7.40 --- --- ---
VanEck Morningstar Wide Moat Z MWMZX -3.90 1.65 7.41 --- --- ---
Federated Max-Cap Index C MXCCX -3.27 1.68 5.39 16.44 9.71 13.40
Great-West S&P 500® Index Institutional MXKWX -3.15 1.88 5.63 17.66 --- ---
Great-West S&P 500® Index Investor MXVIX -3.22 1.78 5.55 17.24 10.41 14.13
Great-West S&P 500® Index L MXVJX -3.22 1.75 5.49 16.91 10.14 13.85
Matthew 25 MXXVX -6.55 -2.44 5.96 11.48 9.24 13.35
Mainstay US Equity Opportunities C MYCCX -5.07 0.70 5.56 18.02 10.36 15.51
Mainstay US Equity Opportunities I MYCIX -4.92 0.90 5.83 19.29 11.58 16.84
Mainstay US Equity Opportunities Inv MYCNX -4.96 0.83 5.76 18.98 11.20 16.40
Mainstay US Equity Opportunities A MYCTX -4.98 0.81 5.74 18.98 11.29 16.56
MainStay S&P 500 Index Inv MYSPX -3.23 1.75 5.49 17.04 10.31 14.02
Nuveen Santa Barbara Dividend Growth R3 NBDRX -3.69 0.92 5.20 16.26 7.88 11.58
Neuberger Berman Focus Adv NBFAX -2.29 2.85 5.82 15.58 8.42 12.45
Neuberger Berman Focus Tr NBFCX -2.29 2.75 5.80 15.63 8.56 12.62
Neuberger Berman Focus Inv NBSSX -2.22 2.83 5.84 15.88 8.76 12.83
Natixis Oakmark C NECOX -3.28 2.64 6.58 18.00 10.20 14.10
Natixis Oakmark A NEFOX -3.20 2.75 6.76 18.95 11.04 14.95
Columbia Large Cap Index A NEIAX -3.20 1.80 5.57 17.32 10.59 14.29
Natixis Oakmark Y NEOYX -3.20 2.78 6.83 19.23 11.31 15.23
Neuberger Berman Focus A NFAAX -2.26 2.72 5.73 15.61 8.55 12.60
Neuberger Berman Focus C NFACX -2.33 2.69 5.55 14.83 7.77 11.78
Neuberger Berman Focus Inst NFALX -2.25 2.82 5.87 16.02 8.93 13.01
Columbia Large Cap Index Inst NINDX -3.19 1.83 5.64 17.62 10.86 14.58
Nuveen Large Cap Core A NLACX -3.24 3.59 7.99 17.39 9.21 ---
Nuveen Large Cap Core C NLCDX -3.28 3.48 7.82 16.56 8.40 ---
Nuveen Large Cap Core R6 NLCFX -3.21 3.62 8.07 17.77 --- ---
Nuveen Large Cap Core I NLCIX -3.24 3.62 8.05 17.71 9.47 ---
Columbia Large Cap Enhanced Core A NMIAX -2.77 2.23 6.67 20.99 10.23 15.13
Columbia Large Cap Enhanced Core Inst NMIMX -2.78 2.23 6.68 21.28 10.48 15.43
Neuberger Berman Multi-Cap Opp A NMUAX -2.69 1.90 6.91 18.12 11.53 14.37
Neuberger Berman Multi-Cap Opp C NMUCX -2.75 1.81 6.73 17.23 10.72 13.52
Neuberger Berman Multi-Cap Opp Inst NMULX -2.67 1.99 7.05 18.58 11.92 14.78
Northern Active M US Equity NMUSX -2.74 1.91 5.37 14.72 --- ---
Natixis Oakmark N NOANX -3.16 2.82 6.89 --- --- ---
Nuveen Symphony Low Volatility Equity A NOPAX -2.76 2.50 5.87 17.31 9.23 13.66
Nuveen Symphony Low Volatility Equity C NOPCX -2.82 2.42 5.70 16.45 8.41 12.82
Nuveen Symphony Low Volatility Equity R6 NOPFX -2.72 2.59 6.00 17.76 --- ---
Nuveen Symphony Low Volatility Equity I NOPRX -2.73 2.56 5.98 17.63 9.50 13.95
Northern Stock Index NOSIX -3.17 1.83 5.64 17.68 10.96 14.69
Nuveen Santa Barbara Dividend Growth A NSBAX -3.67 0.95 5.27 16.56 8.15 11.87
Nuveen Santa Barbara Dividend Growth C NSBCX -3.72 0.83 5.06 15.68 7.34 11.03
Nuveen Santa Barbara Dividend Growth R6 NSBFX -3.64 1.01 5.36 16.93 8.51 ---
Nuveen Santa Barbara Dividend Growth I NSBRX -3.64 1.00 5.36 16.86 8.42 12.15
Columbia Select Large Cap Equity Inst NSEPX -2.89 2.00 5.34 20.61 11.99 14.88
Columbia Select Large Cap Equity A NSGAX -2.87 1.99 5.31 20.34 11.72 14.59
Columbia Select Large Cap Equity C NSGCX -2.90 1.93 5.06 19.42 10.86 13.73
Northern US Quality ESG NUESX -3.32 2.09 6.13 --- --- ---
Nationwide A NWFAX -2.97 1.96 4.75 15.44 9.67 13.23
Nationwide Large Cap Equity A NWGHX -4.81 -0.44 4.05 14.32 8.60 12.50
Nationwide Large Cap Equity C NWGIX -4.84 -0.54 3.90 13.51 7.91 11.81
Nationwide Large Cap Equity R6 NWGJX -4.73 -0.36 4.21 14.78 9.02 ---
Nationwide Large Cap Equity Ins Svc NWGKX -4.80 -0.44 4.09 14.54 8.86 12.80
Davis NY Venture B NYVBX -3.77 1.46 6.45 18.08 10.54 12.66
Davis NY Venture C NYVCX -3.75 1.48 6.50 18.29 10.74 12.86
Davis NY Venture R NYVRX -3.72 1.54 6.62 18.87 11.28 13.41
Davis NY Venture A NYVTX -3.68 1.61 6.71 19.23 11.60 13.75
Oakmark Select Investor OAKLX -5.20 1.19 4.22 12.83 8.39 14.24
Oakmark Investor OAKMX -3.13 2.91 7.03 19.42 11.41 15.29
Oakmark Select Institutional OANLX -5.20 1.21 4.27 13.02 --- ---
Oakmark Institutional OANMX -3.13 2.92 7.06 19.63 --- ---
Oppenheimer Rising Dividends A OARDX -2.73 1.24 4.17 13.30 6.29 10.33
Oakmark Select Service OARLX -5.24 1.14 4.13 12.50 8.03 13.89
Oakmark Service OARMX -3.15 2.87 6.95 19.13 11.07 14.93
Oakmark Select Advisor OAYLX -5.18 1.24 4.27 13.00 --- ---
Oakmark Advisor OAYMX -3.13 2.90 7.05 19.58 --- ---
Oppenheimer Rising Dividends B OBRDX -2.79 1.09 3.96 12.40 5.49 9.44
Oppenheimer Rising Dividends C OCRDX -2.82 1.10 3.95 12.40 5.48 9.49
JPMorgan Equity Index C OEICX -3.24 1.73 5.43 16.62 9.82 13.46
O'Shaughnessy All Cap Core A OFAAX -4.42 1.87 4.93 17.74 10.10 14.70
O'Shaughnessy All Cap Core C OFACX -4.50 1.71 4.74 16.78 9.18 13.79
Olstein All Cap Value Adv OFAFX -3.19 1.94 7.28 12.43 5.45 12.44
O'Shaughnessy All Cap Core I OFAIX -4.48 1.89 4.94 17.92 10.28 14.95
Olstein All Cap Value C OFALX -3.28 1.80 7.00 11.31 4.41 11.35
JPMorgan Equity Index A OGEAX -3.21 1.81 5.57 17.32 10.58 14.27
JPMorgan Equity Index R6 OGFAX -3.18 1.86 5.69 17.82 --- ---
Oppenheimer Rising Dividends I OIRDX -2.69 1.30 4.26 13.72 6.74 10.79
Oppenheimer Main Street R OMGNX -4.17 0.36 3.47 11.13 9.14 13.08
Oppenheimer Main Street All Cap B OMOBX -3.74 0.86 3.65 11.49 6.57 10.20
Oppenheimer Main Street B OMSBX -4.22 0.26 3.33 10.55 8.59 12.47
Oppenheimer Main Street All Cap C OMSCX -3.72 0.91 3.73 11.58 6.60 10.24
Oppenheimer Main Street I OMSIX -4.14 0.44 3.63 11.83 9.87 13.84
Oppenheimer Main Street All Cap R OMSNX -3.72 0.97 3.78 12.10 7.13 10.78
Oppenheimer Main Street All Cap A OMSOX -3.66 1.06 3.90 12.40 7.40 11.06
Oppenheimer Main Street All Cap Y OMSYX -3.69 1.03 3.94 12.67 7.65 11.35
Oppenheimer Rising Dividends R ONRDX -2.75 1.20 4.11 12.98 6.01 10.02
Oak Ridge Dividend Growth A ORDAX -3.37 1.57 5.64 17.47 8.63 ---
Oak Ridge Dividend Growth I ORDNX -3.35 1.56 5.73 17.70 8.91 ---
Osterweis OSTFX -3.28 0.20 3.77 8.18 2.56 7.85
Old Westbury All Cap Core OWACX -2.11 3.00 6.21 18.57 7.26 10.23
Oppenheimer Rising Dividends Y OYRDX -2.73 1.25 4.24 13.54 6.54 10.56
T. Rowe Price Capital Opportunity Adv PACOX -2.89 2.31 5.42 19.31 11.35 14.66
Pacific Advisors Large Cap Value A PAGTX -5.70 -0.69 3.73 12.65 7.53 10.88
Prudential QMA Defensive Equity A PAMGX -3.58 0.00 3.87 11.93 7.58 10.19
Prudential QMA Defensive Equity Q PAMQX -3.64 0.00 3.88 12.22 --- ---
Parnassus PARNX -3.92 0.12 3.29 10.80 8.39 14.30
Parnassus Endeavor Investor PARWX -4.18 1.64 2.30 16.41 14.04 17.60
T. Rowe Price US Large-Cap Core Adv PAULX -2.89 1.68 4.08 15.74 10.82 14.57
Pax ESG Beta Dividend Fund Indl Inv PAXDX -3.57 1.04 5.65 15.34 --- ---
Pax Large Cap Fund Individual Investor PAXLX -2.86 2.94 6.84 18.80 --- ---
Payson Total Return PBFDX -1.85 3.20 5.55 17.95 8.94 11.53
Principal Capital Appreciation R1 PCAMX -2.85 1.77 5.15 15.44 9.15 13.17
Principal Capital Appreciation R2 PCANX -2.85 1.78 5.19 15.58 9.29 13.32
Principal Capital Appreciation R3 PCAOX -2.83 1.80 5.23 15.79 9.49 13.52
Principal Capital Appreciation R4 PCAPX -2.81 1.84 5.28 16.03 9.69 13.74
Principal Capital Appreciation R5 PCAQX -2.80 1.86 5.32 16.17 9.82 13.88
T. Rowe Price Capital Opportunity I PCCOX -2.84 2.38 5.54 19.84 --- ---
Putnam Investors C PCINX -3.18 2.39 6.86 18.51 9.35 13.84
Pioneer C PCODX -3.24 2.15 6.22 17.02 8.82 12.52
Pioneer Core Equity C PCOTX -2.86 2.46 6.40 19.20 9.26 12.23
T. Rowe Price Dividend Growth I PDGIX -2.97 1.06 3.80 15.88 --- ---
Virtus Rampart Enhanced Core Equity A PDIAX -7.36 -5.03 -1.73 11.25 9.41 13.02
Prudential QMA Defensive Equity Z PDMZX -3.64 0.00 3.87 12.14 7.82 10.45
Prudential QMA Stock Index I PDSIX -3.18 1.86 5.65 17.68 10.90 14.61
Dreyfus S&P 500 Index PEOPX -3.22 1.79 5.56 17.26 10.52 14.24
Pacific Funds Large-Cap C PFCCX -3.43 1.44 4.53 16.45 --- ---
Pacific Funds Large-Cap Advisor PFCDX -3.32 1.59 4.85 17.69 --- ---
Pacific Funds Large-Cap Investor PFCRX -3.38 1.53 4.75 17.31 8.69 ---
Pacific Funds Large-Cap S PFKIX -3.31 1.62 4.86 17.80 --- ---
Pacific Funds Large-Cap A PFLAX -3.34 1.52 4.74 17.31 --- ---
Parnassus Institutional PFPRX -3.90 0.15 3.34 10.96 --- ---
Parnassus Endeavor Institutional PFPWX -4.16 1.67 2.36 16.62 --- ---
Pacific Advisors Large Cap Value C PGCCX -5.75 -0.75 3.54 11.84 6.71 10.05
Virtus Rampart Enhanced Core Equity C PGICX -7.42 -5.13 -1.89 10.43 8.60 12.18
Prudential QMA Defensive Equity C PIMGX -3.73 -0.14 3.67 11.06 6.76 9.35
Putnam Investors A PINVX -3.09 2.54 7.06 19.40 10.20 14.71
Pioneer A PIODX -3.19 2.22 6.40 17.91 9.68 13.40
Pioneer R PIORX -3.21 2.18 6.33 17.39 9.23 12.96
Pioneer Core Equity A PIOTX -2.76 2.62 6.62 20.17 10.16 13.18
Putnam Investors R6 PIVEX -3.07 2.56 7.16 19.88 10.62 15.18
Putnam Investors R PIVRX -3.09 2.49 7.00 19.14 9.91 14.41
Prudential Jennison Rising Dividend A PJDAX -3.01 1.80 4.50 14.42 7.67 ---
Prudential Jennison Rising Dividend C PJDCX -3.15 1.65 4.29 13.51 6.88 ---
Prudential Jennison Rising Dividend Q PJDQX -3.00 1.80 4.57 --- --- ---
Prudential Jennison Rising Dividend Z PJDZX -3.00 1.88 4.64 14.77 7.95 ---
Prudential Jennison Equity Income R PJERX -2.81 1.87 4.43 12.69 4.29 9.73
Prudential Jennison Equity Opportunity C PJGCX -3.17 1.95 7.25 11.40 8.07 11.66
Prudential Jennison Equity Opportunity Z PJGZX -3.05 2.17 7.57 12.57 9.16 12.80
Prudential Jennison Equity Opportunity A PJIAX -3.08 2.11 7.46 12.22 8.83 12.45
Prudential Jennison Equity Opportunity B PJIBX -3.17 1.95 7.20 11.34 8.03 11.65
Prudential Jennison Equity Income Q PJIQX -2.75 1.98 4.61 13.41 4.95 10.41
Prudential Jennison Equity Opportunity Q PJOQX -3.05 2.17 7.58 12.68 9.30 ---
Prudential Jennison Equity Opportunity R PJORX -3.12 2.05 7.35 11.91 8.58 12.19
PNC Multi-Factor All Cap A PLEAX -3.44 2.25 5.22 16.09 8.82 13.31
PNC Multi-Factor All Cap C PLECX -3.45 2.19 5.09 15.38 8.10 12.52
PNC Multi-Factor All Cap I PLEIX -3.41 2.30 5.30 16.48 9.11 13.60
Principal Large Cap S&P 500 Index Inst PLFIX -3.15 1.83 5.63 17.61 10.89 14.59
Principal Large Cap S&P 500 Index R3 PLFMX -3.20 1.77 5.48 16.96 10.25 13.96
Principal Large Cap S&P 500 Index R2 PLFNX -3.24 1.76 5.43 16.75 10.07 13.75
Principal Large Cap S&P 500 Index R5 PLFPX -3.21 1.80 5.58 17.28 10.60 14.32
Principal Large Cap S&P 500 Index R4 PLFSX -3.24 1.76 5.52 17.18 10.45 14.17
Principal Large Cap S&P 500 Index C PLICX -3.27 1.63 5.31 16.28 9.62 13.30
Putnam Research R6 PLJMX -2.67 2.36 4.98 19.29 --- ---
Principal Large Cap S&P 500 Index R1 PLPIX -3.26 1.71 5.43 16.56 9.91 13.60
Principal Large Cap S&P 500 Index A PLSAX -3.20 1.77 5.53 17.22 10.51 14.21
Putnam Low Volatility Equity A PLVEX -2.33 0.75 3.45 10.81 4.35 ---
Putnam Low Volatility Equity B PLVFX -2.44 0.67 3.32 10.01 3.56 ---
Putnam Low Volatility Equity C PLVGX -2.36 0.67 3.33 10.12 3.57 ---
Putnam Low Volatility Equity M PLVHX -2.42 0.67 3.31 10.34 3.81 ---
Putnam Low Volatility Equity Y PLVKX -2.41 0.75 3.55 11.11 4.60 ---
PMC Diversified Equity PMDEX -3.82 1.39 4.15 16.82 6.68 10.11
Putnam Multi-Cap Core A PMYAX -3.31 2.19 6.96 19.27 10.46 15.86
Putnam Multi-Cap Core B PMYBX -3.39 2.06 6.75 18.40 9.62 15.00
Putnam Multi-Cap Core C PMYCX -3.40 2.06 6.79 18.41 9.63 14.99
Putnam Multi-Cap Core M PMYMX -3.35 2.08 6.82 18.70 9.91 15.28
Putnam Multi-Cap Core Y PMYYX -3.30 2.23 7.04 19.59 10.73 16.15
Putnam Multi-Cap Core R PMYZX -3.37 2.11 6.87 19.00 10.16 15.57
Putnam Research A PNRAX -2.67 2.33 4.88 18.83 9.80 14.51
Putnam Investors B PNVBX -3.16 2.40 6.84 18.51 9.37 13.84
Putnam Investors M PNVMX -3.11 2.47 6.93 18.83 9.64 14.14
Putnam Investors Y PNVYX -3.05 2.57 7.14 19.70 10.46 14.99
Pin Oak Equity POGSX -2.09 3.60 9.36 14.96 13.79 16.03
T. Rowe Price Total Equity Market Idx POMIX -3.29 1.56 5.14 16.52 10.40 14.32
PRIMECAP Odyssey Stock POSKX -3.68 2.57 6.15 21.55 12.92 16.53
PIMCO StocksPLUS® Admin PPLAX -3.28 1.68 5.59 17.70 10.55 14.62
Prudential QMA US Broad Market Index Q PQBMX -3.35 1.56 5.23 16.85 --- ---
Prudential QMA Stock Index Q PQSIX -3.18 1.86 --- --- --- ---
Putnam Research C PRACX -2.75 2.21 4.68 17.89 8.98 13.64
Parnassus Core Equity Investor PRBLX -4.07 0.47 3.18 12.84 8.51 12.80
T. Rowe Price Capital Opportunity PRCOX -2.88 2.30 5.47 19.62 11.65 14.98
T. Rowe Price Dividend Growth PRDGX -2.97 1.06 3.78 15.73 10.18 13.66
T. Rowe Price Equity Index 500 PREIX -3.18 1.84 5.65 17.58 10.79 14.51
Putnam Research B PRFBX -2.75 2.21 4.71 17.92 8.98 13.65
Putnam Research M PRFMX -2.73 2.24 4.75 18.22 9.25 13.93
T. Rowe Price Growth & Income PRGIX -2.85 1.76 4.18 16.15 10.21 14.27
Parnassus Core Equity Institutional PRILX -4.07 0.49 3.24 13.05 8.72 13.01
Putnam Research R PRSRX -2.71 2.29 4.81 18.52 9.53 14.22
T. Rowe Price Equity Index 500 I PRUIX -3.17 1.85 5.68 17.73 --- ---
Prudential QMA Stock Index A PSIAX -3.19 1.81 5.57 17.28 10.53 14.22
Prudential QMA Stock Index C PSICX -3.25 1.71 5.40 16.51 9.82 13.50
Prudential QMA Stock Index Z PSIFX -3.18 1.84 5.63 17.58 10.84 14.54
PIMCO StocksPLUS® P PSKPX -3.25 1.75 5.57 17.94 10.72 14.79
PIMCO StocksPLUS® Absolute Return C PSOCX -3.26 1.87 5.32 17.58 9.92 13.58
PIMCO StocksPLUS® A PSPAX -3.31 1.69 5.51 17.51 10.39 14.43
PIMCO StocksPLUS® C PSPCX -3.39 1.58 5.36 16.99 9.81 13.85
PIMCO StocksPLUS® D PSPDX -3.24 1.70 5.54 17.63 10.39 14.44
Principal Large Cap S&P 500 Index J PSPJX -3.23 1.79 5.55 17.36 10.60 14.27
PIMCO StocksPLUS® R PSPRX -3.30 1.65 5.48 17.29 10.12 14.15
PIMCO StocksPLUS® Absolute Return Instl PSPTX -3.19 1.96 5.53 18.87 11.18 14.88
Port Street Quality Growth Institutional PSQGX -2.13 1.18 3.26 12.21 6.81 ---
PIMCO StocksPLUS® Absolute Return D PSTDX -3.21 1.93 5.51 18.47 10.77 14.43
PIMCO StocksPLUS® Instl PSTKX -3.33 1.75 5.67 17.96 10.80 14.89
Prudential QMA Large-Cap Core Equity Z PTEZX -3.80 1.23 5.37 19.24 10.39 14.74
Prudential QMA Large-Cap Core Equity A PTMAX -3.83 1.20 5.30 18.93 10.11 14.45
Prudential QMA Large-Cap Core Equity B PTMBX -3.89 1.06 5.03 17.95 9.25 13.58
Prudential QMA Large-Cap Core Equity C PTMCX -3.89 1.05 5.13 18.04 9.30 13.60
Prudential QMA Large-Cap Core Equity Q PTMQX -3.85 1.17 5.38 19.29 --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX -3.25 1.90 5.41 18.35 10.73 14.43
PIMCO StocksPLUS® Absolute Return P PTOPX -3.23 1.98 5.57 18.80 11.07 14.78
Putnam Research Y PURYX -2.68 2.34 4.93 19.09 10.07 14.79
Pioneer Core Equity Y PVFYX -2.73 2.64 6.70 20.52 10.47 13.52
Virtus Rampart Sector Trend A PWBAX -3.04 2.27 5.67 15.38 5.25 8.64
Virtus Rampart Sector Trend C PWBCX -3.01 2.14 5.52 14.53 4.46 7.85
Principal Capital Appreciation Inst PWCIX -2.77 1.90 5.39 16.46 10.09 14.16
Pax ESG Beta Quality Institutional PWGIX -3.35 1.14 5.31 18.15 9.15 13.30
Pax ESG Beta Dividend Fund Institutional PXDIX -3.57 1.13 5.76 15.63 --- ---
Pax ESG Beta Quality A PXGAX -3.36 1.07 5.22 17.88 8.88 ---
Virtus Rampart Enhanced Core Equity I PXIIX -7.37 -4.99 -1.67 11.54 9.68 13.30
Pax Large Cap Fund Institutional PXLIX -2.86 2.93 6.95 19.10 --- ---
Pax ESG Beta Quality Individual Investor PXWGX -3.35 1.12 5.26 17.88 8.87 13.01
Pioneer Y PYODX -3.15 2.26 6.48 18.21 9.96 13.73
Federated MDT Large Cap Growth A QALGX -1.54 5.67 7.88 24.21 9.11 14.61
Federated MDT Large Cap Growth B QBLGX -1.62 5.58 7.67 23.28 8.29 13.74
AQR Large Cap Multi-Style I QCELX -2.70 2.15 5.21 20.15 9.61 ---
AQR Large Cap Multi-Style N QCENX -2.76 2.10 5.14 19.85 9.33 ---
AQR Large Cap Multi-Style R6 QCERX -2.75 2.10 5.18 20.19 9.68 ---
Federated MDT Large Cap Growth C QCLGX -1.61 5.55 7.63 23.27 8.29 13.75
Pear Tree Quality Institutional QGIAX -3.74 1.12 3.67 22.11 12.20 13.67
Federated MDT Large Cap Growth Instl QILGX -1.48 5.71 7.95 24.56 9.39 14.89
AQR Large Cap Relaxed Constraint Eq I QLRIX -3.51 1.17 4.50 18.62 --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX -3.58 1.17 4.46 18.38 --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX -3.59 1.17 4.47 18.68 --- ---
AQR TM Large Cap Multi-Style I QTLLX -2.90 1.95 5.09 20.31 9.73 ---
AQR TM Large Cap Multi-Style N QTLNX -2.98 1.88 4.94 19.86 9.44 ---
AQR TM Large Cap Multi-Style R6 QTLRX -2.97 1.87 5.01 20.29 9.79 ---
AQR Large Cap Defensive Style R6 QUERX -2.48 1.42 4.34 17.83 12.80 ---
Victory RS Large Cap Alpha R RCEKX -3.97 0.82 5.43 13.68 7.51 12.47
Victory RS Large Cap Alpha Y RCEYX -3.93 0.89 5.57 14.35 8.11 13.14
T. Rowe Price US Large-Cap Core I RCLIX -2.85 1.76 4.15 16.21 --- ---
Victory RS Large Cap Alpha C RCOCX -4.02 0.75 5.30 13.19 7.03 11.99
Columbia Disciplined Core C RDCEX -2.92 2.05 6.75 19.81 9.03 14.22
Columbia Disciplined Core T RDEWX -2.93 2.08 6.85 20.60 9.84 15.05
Russell Inv US Core Equity E REAEX -4.05 0.74 4.70 15.65 9.50 13.29
Russell Inv US Core Equity Y REAYX -4.01 0.81 4.81 --- --- ---
Aspiration Redwood REDWX -3.19 1.84 3.68 15.56 --- ---
Russell Inv US Defensive Equity A REQAX -3.57 0.86 4.57 13.92 9.26 12.83
Russell Inv US Defensive Equity C REQCX -3.62 0.76 4.38 13.08 8.45 11.99
Russell Inv US Defensive Equity E REQEX -3.56 0.87 4.58 13.91 9.26 12.83
Russell Inv US Core Equity C REQSX -4.10 0.60 4.51 14.77 8.68 12.45
Russell Inv US Defensive Equity S REQTX -3.54 0.91 4.65 14.24 9.54 13.12
Glenmede Responsible ESG US Equity RESGX -4.26 1.55 5.30 18.24 --- ---
Russell Inv US Defensive Equity Y REUYX -3.53 0.93 4.68 14.43 9.74 13.33
American Funds Fundamental Invs R2E RFEBX -3.09 2.29 6.17 19.08 11.85 ---
American Funds Fundamental Invs R1 RFNAX -3.12 2.25 6.09 18.70 11.45 13.93
American Funds Fundamental Invs R2 RFNBX -3.13 2.23 6.08 18.70 11.46 13.96
American Funds Fundamental Invs R3 RFNCX -3.08 2.30 6.21 19.25 11.95 14.45
American Funds Fundamental Invs R4 RFNEX -3.07 2.35 6.28 19.59 12.29 14.79
American Funds Fundamental Invs R5 RFNFX -3.03 2.39 6.36 19.96 12.62 15.13
American Funds Fundamental Invs R6 RFNGX -3.04 2.39 6.38 20.01 12.68 15.19
American Funds Fundamental Invs R5E RFNHX -3.05 2.38 6.34 19.88 --- ---
RiverPark Focused Value Retail RFVFX -4.86 -1.01 3.16 14.15 --- ---
RiverPark Focused Value Institutional RFVIX -4.77 -0.91 3.30 14.67 --- ---
American Funds Invmt Co of Amer R2E RIBEX -2.09 2.46 7.07 16.43 9.91 ---
American Funds Invmt Co of Amer R1 RICAX -2.12 2.42 6.97 16.06 9.53 13.52
American Funds Invmt Co of Amer R2 RICBX -2.10 2.44 6.99 16.07 9.56 13.55
American Funds Invmt Co of Amer R3 RICCX -2.07 2.49 7.11 16.59 10.02 14.03
American Funds Invmt Co of Amer R4 RICEX -2.06 2.51 7.18 16.91 10.36 14.38
American Funds Invmt Co of Amer R5 RICFX -2.01 2.58 7.27 17.30 10.69 14.72
American Funds Invmt Co of Amer R6 RICGX -2.01 2.58 7.28 17.36 10.75 14.78
American Funds Invmt Co of Amer R5E RICHX -2.01 2.58 7.25 17.19 --- ---
Russell Inv US Large Cap Equity C RLCCX -4.06 0.91 4.55 14.45 8.27 12.13
Russell Inv US Large Cap Equity S RLCSX -4.02 1.08 4.83 15.60 9.37 13.27
Russell Inv US Large Cap Equity A RLCZX -4.04 1.00 4.75 15.26 9.08 12.97
Russell Inv US Core Equity S RLISX -4.04 0.74 4.77 15.96 9.78 13.58
Lazard US Equity Concentrated R6 RLUEX -1.55 3.46 6.12 14.04 --- ---
Lazard US Strategic Equity R6 RLUSX -2.66 2.90 6.54 15.62 7.79 ---
Columbia Disciplined Core K RQEYX -2.85 2.16 6.91 20.79 9.92 15.21
T. Rowe Price Capital Opportunity R RRCOX -2.89 2.24 5.36 18.95 11.01 14.31
Russell Inv US Strategic Equity A RSEAX -3.55 1.54 5.26 16.84 9.65 13.26
Russell Inv US Strategic Equity C RSECX -3.57 1.47 5.10 16.00 8.85 12.43
Russell Inv US Strategic Equity E RSEEX -3.61 1.54 5.24 16.77 9.62 13.25
Russell Inv US Strategic Equity S RSESX -3.55 1.54 5.32 17.09 9.93 13.54
Russell Inv US Dynamic Equity A RSGAX -3.75 1.56 5.64 15.75 10.07 13.95
Russell Inv US Dynamic Equity C RSGCX -3.83 1.45 5.44 14.88 9.24 13.11
Russell Inv US Dynamic Equity E RSGEX -3.62 1.67 5.65 15.84 10.08 13.95
Russell Inv US Dynamic Equity S RSGSX -3.59 1.67 5.68 16.13 10.38 14.24
Russell Inv US Dynamic Equity Y RSGTX -3.62 1.75 5.83 16.27 10.61 14.48
Columbia Disciplined Core Inst2 RSIPX -2.86 2.17 7.00 21.03 10.19 15.49
State Farm S&P 500 Index R3 RSPHX -3.20 1.81 5.35 17.01 10.42 14.13
State Farm S&P 500 Index R1 RSPOX -3.16 1.81 5.58 17.25 10.12 13.71
State Farm S&P 500 Index R2 RSPTX -3.18 1.82 5.58 17.25 10.28 13.92
Russell Inv US Core Equity A RSQAX -4.06 0.71 4.67 15.62 9.50 13.28
Russell Inv Multifactor US Equity R6 RTDRX -2.89 2.52 6.35 18.48 --- ---
Russell Inv Multifactor US Equity S RTDSX -2.90 2.52 6.31 18.36 11.21 ---
Russell Inv Multifactor US Equity M RTDTX -2.89 2.52 6.34 18.46 11.40 ---
Russell Inv Multifactor US Equity Y RTDYX -2.89 2.52 6.36 18.52 11.42 ---
Russell 3000 PR USD RUA -3.41 1.34 4.75 14.73 8.42 12.25
Russell 1000 PR USD RUI -3.35 1.48 5.00 15.19 8.50 12.37
Russell Inv US Strategic Equity M RUSTX -3.55 1.54 5.35 --- --- ---
Redwood AlphaFactor Core Equity I RWAIX -5.13 -1.00 2.82 --- --- ---
Redwood AlphaFactor Core Equity N RWANX -5.13 -1.06 2.74 --- --- ---
Redwood AlphaFactor Tactical Core I RWTIX -5.20 -1.29 2.53 --- --- ---
Redwood AlphaFactor Tactical Core N RWTNX -5.15 -1.29 2.49 --- --- ---
Rydex S&P 500 A RYSOX -3.28 1.64 5.28 15.95 9.25 12.91
Rydex S&P 500 H RYSPX -3.30 1.64 5.26 15.93 9.24 12.91
Rydex S&P 500 C RYSYX -3.33 1.55 5.09 15.08 8.43 12.07
SA US Core Market Select SAALX -2.92 2.27 6.29 --- --- ---
Spirit of America Large Cap Value C SACVX -4.12 0.23 4.17 14.33 --- ---
SA US Core Market Investor SAMKX -2.96 2.22 6.25 18.66 10.39 14.08
ClearBridge Appreciation C SAPCX -3.89 0.97 4.90 14.93 8.59 11.72
ClearBridge Appreciation I SAPYX -3.78 1.11 5.14 16.12 9.67 12.85
ClearBridge Dividend Strategy C SBPLX -4.81 -0.95 3.05 13.65 7.93 10.72
AmericaFirst Large Cap Shr Buyback A SBQAX -4.72 1.35 4.20 10.47 --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX -4.68 1.51 4.44 11.33 --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX -4.75 1.26 4.12 9.88 --- ---
QS S&P 500 Index D SBSDX -3.19 1.81 5.58 17.42 10.67 14.38
QS S&P 500 Index A SBSPX -3.21 1.79 5.54 17.18 10.45 14.15
Deutsche Core Equity S SCDGX -2.93 2.03 5.84 18.00 11.29 15.46
SEI Large Cap Disciplined Eq A (SIIT) SCPAX -3.54 1.49 4.99 16.02 10.15 14.39
Deutsche S&P 500 Index S SCPIX -3.17 1.83 5.60 17.41 10.68 14.38
Touchstone Large Cap Focused Instl SCRLX -2.94 2.30 6.44 19.16 11.51 ---
Touchstone Large Cap Focused C SCSCX -3.01 2.15 6.13 17.76 10.24 12.73
SEI Dynamic Asset Allocation A (SIIT) SDLAX -3.96 0.51 3.84 14.95 10.17 15.67
Sit Dividend Growth I SDVGX -3.07 1.43 5.50 16.08 9.76 12.75
Sit Dividend Growth S SDVSX -3.08 1.43 5.46 15.85 9.49 12.48
SEI Dynamic Asset Allocation F (SIMT) SDYAX -3.97 0.48 3.77 14.25 --- ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX -3.96 0.56 3.83 14.59 --- ---
Guggenheim StylePlus - Large Core A SECEX -3.39 1.76 5.85 17.55 11.22 14.56
Crossmark Steward Lrg Cap Enh Idx C SEEBX -3.59 1.90 --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx Instl SEECX -3.55 1.85 5.03 17.49 9.36 14.32
Crossmark Steward Lrg Cap Enh Idx K SEEHX -3.57 1.89 --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx A SEEKX -3.58 1.80 4.94 17.12 9.00 13.94
Touchstone Large Cap Focused A SENCX -2.96 2.27 6.33 18.70 11.12 13.63
SEI S&P 500 Index Y (SIMT) SETYX -3.19 1.82 5.62 17.54 --- ---
Guggenheim StylePlus - Large Core C SFECX -3.41 1.65 5.62 16.61 10.23 13.51
Guggenheim StylePlus - Large Core P SFEPX -3.42 1.73 5.80 17.50 --- ---
State Farm S&P 500 Index Instl SFXIX -3.19 1.80 5.61 17.40 10.57 14.25
Summit GI US Low Volatility Equity C SGICX -3.46 1.43 6.02 14.01 --- ---
Columbia Contrarian Core V SGIEX -4.29 0.79 5.37 16.01 9.78 14.08
ClearBridge Appreciation A SHAPX -3.83 1.02 5.05 15.76 9.35 12.51
Stone Harbor 500 Plus Instl SHERX -3.17 1.81 5.61 18.62 --- ---
Touchstone Large Cap Focused Y SICWX -2.93 2.30 6.41 19.03 11.43 13.95
Summit GI US Low Volatility Equity I SILVX -3.41 1.54 6.24 15.00 9.26 12.72
Selected American Shares D SLADX -3.64 1.60 6.48 19.31 12.13 13.89
Selected American Shares S SLASX -3.65 1.55 6.40 18.91 11.76 13.50
SEI Large Cap A (SIIT) SLCAX -3.72 1.59 5.56 16.78 8.97 13.53
Selective Opportunity SLCTX 4.93 9.42 10.96 24.63 --- ---
Saratoga Large Capitalization Value I SLCVX -4.58 -1.11 1.43 4.11 1.91 10.23
State Farm Equity Premier SLEAX -2.77 3.57 6.66 22.58 10.52 15.08
State Farm Equity B Legacy SLEBX -2.77 3.57 6.62 22.36 10.13 14.68
State Farm Equity Instl SLEIX -2.80 3.54 6.62 22.43 10.63 15.30
SEI Large Cap F (SIMT) SLGAX -3.79 1.70 5.74 18.83 9.12 13.26
State Farm S&P 500 Index Premier SLIAX -3.16 1.86 5.61 17.50 10.45 14.08
State Farm S&P 500 Index B Legacy SLIBX -3.16 1.84 5.60 17.30 10.09 13.66
Saratoga Large Capitalization Value C SLVCX -4.69 -1.24 1.18 3.05 0.89 9.16
Saratoga Large Capitalization Value A SLVYX -4.63 -1.15 1.29 3.69 1.52 9.79
SEI Large Cap Y (SIMT) SLYCX -3.78 1.76 5.80 19.11 9.41 ---
Columbia Contrarian Core Inst SMGIX -4.30 0.81 5.40 16.33 10.04 14.40
Smead Value Investor SMVLX -4.29 1.89 9.17 19.09 9.43 14.19
Schroder North American Equity Inv SNAEX -3.32 1.53 6.07 16.17 10.36 13.90
State Farm Equity A SNEAX -2.73 3.56 6.59 22.49 10.46 15.06
State Farm Equity B SNEBX -2.84 3.50 6.60 22.33 9.91 14.41
State Farm S&P 500 Index A SNPAX -3.22 1.82 5.60 17.31 10.38 14.03
State Farm S&P 500 Index B SNPBX -3.20 1.81 5.59 17.22 9.85 13.38
Schwab 1000 Index® SNXFX -3.19 1.74 5.50 17.47 10.50 14.35
Spirit of America Large Cap Value A SOAVX -4.08 0.28 4.31 15.04 7.39 11.40
ClearBridge Dividend Strategy A SOPAX -4.74 -0.85 3.22 14.44 8.67 11.49
ClearBridge Dividend Strategy I SOPYX -4.70 -0.79 3.32 14.81 9.00 11.85
Shelton S&P 500 Index Direct SPFIX -3.20 1.91 5.81 17.76 10.86 14.53
Invesco S&P 500 Index A SPIAX -3.19 1.80 5.56 17.15 10.43 14.14
Invesco S&P 500 Index C SPICX -3.27 1.68 5.36 16.33 9.63 13.31
Invesco S&P 500 Index Y SPIDX -3.19 1.81 5.61 17.45 10.71 14.42
SEI S&P 500 Index I (SIMT) SPIIX -3.22 1.76 5.52 17.08 10.37 14.08
SEI S&P 500 Index A (SIIT) SPINX -3.17 1.91 5.72 17.77 11.03 ---
Invesco S&P 500 Index R6 SPISX -3.16 1.85 5.62 --- --- ---
Prudential QMA Defensive Equity R SPMRX -3.68 -0.13 3.74 12.77 7.68 10.12
Prudential Jennison Equity Income A SPQAX -2.76 1.93 4.52 13.05 4.56 10.02
Shelton S&P 500 Index K SPXKX -3.24 1.83 5.69 17.15 10.30 13.96
State Farm Equity R3 SREHX -2.80 3.54 6.62 22.41 10.58 15.22
State Farm Equity R1 SREOX -2.73 3.56 6.68 22.37 10.21 14.75
State Farm Equity R2 SRETX -2.82 3.57 6.64 22.36 10.36 14.94
MFS® Equity Opportunities A SRFAX -4.31 -0.35 3.36 12.14 8.82 13.25
MFS® Equity Opportunities B SRFBX -4.34 -0.44 3.18 11.32 8.00 12.40
MFS® Equity Opportunities C SRFCX -4.36 -0.44 3.18 11.31 8.01 12.41
MFS® Equity Opportunities R1 SRFDX -4.35 -0.44 3.16 11.29 8.00 12.40
MFS® Equity Opportunities R2 SRFEX -4.29 -0.36 3.32 11.88 8.55 12.97
MFS® Equity Opportunities R3 SRFFX -4.27 -0.33 3.38 12.16 8.83 13.26
MFS® Equity Opportunities R4 SRFGX -4.27 -0.29 3.45 12.44 9.08 13.53
MFS® Equity Opportunities R6 SRFHX -4.26 -0.26 3.52 12.56 9.22 13.65
MFS® Equity Opportunities I SRFIX -4.28 -0.30 3.42 12.41 9.08 13.53
Sarofim Equity SRFMX -4.15 0.84 4.71 20.37 8.86 ---
Gabelli ESG A SRIAX -3.81 -0.19 3.14 9.04 6.15 8.53
Gabelli ESG C SRICX -3.91 -0.34 2.93 8.23 5.35 7.70
Gabelli ESG I SRIDX -3.79 -0.18 3.21 9.34 6.42 8.78
Gabelli ESG AAA SRIGX -3.87 -0.25 3.13 9.04 6.15 8.52
Victory Diversified Stock A SRVEX -4.92 0.42 4.52 21.46 8.07 12.22
State Street Equity 500 Index II SSEYX -3.20 1.91 5.69 17.84 11.07 ---
State Street Equity 500 Index R SSFRX -3.25 1.80 5.53 17.10 10.30 14.00
SEI S&P 500 Index F (SIMT) SSPIX -3.19 1.82 5.61 17.35 10.62 14.34
State Street Equity 500 Index A SSSVX -3.25 1.80 5.54 17.26 10.46 ---
State Street Equity 500 Index I SSSWX -3.21 1.90 5.65 17.60 10.76 ---
State Street Equity 500 Index K SSSYX -3.21 1.94 5.68 17.84 10.97 ---
Victory Special Value A SSVSX -4.95 0.40 4.44 20.37 7.63 10.49
State Street Equity 500 Index Svc STBIX -3.25 1.85 5.61 17.52 10.68 14.40
Stralem Equity STEFX -3.60 1.09 3.05 12.33 8.28 10.66
State Street Equity 500 Index Adm STFAX -3.21 1.90 5.66 17.67 10.80 14.50
State Farm Growth STFGX -5.52 -1.51 2.88 11.54 7.85 11.22
SEI Tax-Managed Large Cap Y (SIMT) STLYX -3.20 2.32 6.10 18.37 8.91 ---
BlackRock Exchange BlackRock STSEX -3.17 1.23 5.73 12.37 8.94 11.36
State Street Instl US Equity Inv SUSIX -2.78 2.36 5.20 15.71 9.05 13.57
State Street Instl US Equity Svc SUSSX -2.81 2.35 5.12 15.42 8.79 13.43
Deutsche Core Equity A SUWAX -2.93 2.01 5.78 17.71 10.98 15.13
Deutsche Core Equity C SUWCX -2.99 1.88 5.57 16.81 10.13 14.24
Deutsche Core Equity Institutional SUWIX -2.89 2.06 5.87 18.08 11.32 15.52
Deutsche Core Equity R SUWTX -2.97 1.96 5.67 17.28 10.60 14.60
Deutsche Core Equity T SUWUX -2.93 2.01 5.76 --- --- ---
Deutsche Core Equity R6 SUWZX -2.89 2.06 5.89 18.12 11.33 ---
Smead Value A SVFAX -4.28 1.90 9.24 19.17 9.48 ---
Smead Value R1 SVFDX -4.31 1.85 9.16 18.81 9.14 ---
Smead Value I1 SVFFX -4.28 1.94 9.27 19.42 9.73 14.50
Smead Value R2 SVFKX -4.36 1.82 9.08 18.80 9.22 ---
Smead Value I3 SVFMX --- --- --- --- --- ---
Smead Value S SVFSX --- --- --- --- --- ---
Smead Value Y SVFYX -4.26 1.96 9.33 19.59 9.89 ---
SSgA S&P 500 Index N SVSPX -3.22 1.77 5.61 17.60 10.89 14.61
Schwab Core Equity SWANX -3.41 1.06 4.80 18.35 9.27 13.83
Schwab® S&P 500 Index SWPPX -3.18 1.85 5.68 17.78 10.98 14.70
Schwab Total Stock Market Index SWTSX -3.22 1.63 5.24 16.83 10.50 14.36
Deutsche S&P 500 Index A SXPAX -3.21 1.77 5.54 17.10 10.39 14.05
Deutsche S&P 500 Index C SXPCX -3.25 1.71 5.36 16.31 9.63 13.27
Deutsche S&P 500 Index R6 SXPRX -3.17 1.87 5.63 --- --- ---
Touchstone Large Cap A TACLX -3.81 1.57 8.14 16.23 7.81 ---
T. Rowe Price Dividend Growth Advisor TADGX -2.99 0.99 3.71 15.39 9.88 13.36
JHancock Fundamental Large Cap Core A TAGRX -3.75 1.47 5.15 15.23 11.42 13.79
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX -3.67 1.58 5.02 16.78 --- ---
TIAA-CREF Equity Index Premier TCEPX -3.30 1.53 5.12 16.71 10.39 14.26
TIAA-CREF Equity Index Advisor TEIHX -3.25 1.58 5.15 16.78 --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX -3.68 1.58 4.99 16.58 --- ---
Touchstone Large Cap C TFCCX -3.87 1.44 7.88 15.29 7.01 ---
Touchstone Focused C TFFCX -2.57 2.74 6.41 12.16 8.29 12.42
Touchstone Focused Instl TFFIX -2.50 2.89 6.68 13.39 9.50 13.68
Touchstone Focused Y TFFYX -2.49 2.90 6.70 13.35 9.40 13.56
Touchstone Focused A TFOAX -2.54 2.82 6.58 13.00 9.10 13.25
TCW Focused Equities I TGFFX -4.80 0.63 4.85 10.24 3.70 11.38
TCW Focused Equities N TGFVX -4.77 0.64 4.85 10.19 3.68 11.37
T. Rowe Price Growth & Income I TGTIX -2.85 1.76 4.18 16.23 --- ---
Thompson LargeCap THPGX -4.35 0.81 7.35 13.39 8.53 13.07
TIAA-CREF Social Choice Eq Advisor TICHX -3.46 1.77 5.52 17.42 --- ---
TIAA-CREF Social Choice Eq Retail TICRX -3.52 1.74 5.41 17.17 9.83 13.31
TIAA-CREF Equity Index Instl TIEIX -3.25 1.58 5.19 16.87 10.56 14.43
TIAA-CREF Equity Index Retail TINRX -3.28 1.55 5.14 16.55 10.24 14.11
TIAA-CREF Equity Index R TIQRX -3.29 1.50 5.13 16.58 10.29 14.15
TIAA-CREF S&P 500 Index Advisor TISAX -3.18 1.82 5.62 17.61 --- ---
TIAA-CREF Social Choice Eq Instl TISCX -3.46 1.82 5.54 17.51 10.13 13.63
TIAA-CREF S&P 500 Index Instl TISPX -3.18 1.82 5.67 17.74 11.01 14.72
Touchstone Large Cap Institutional TLCIX -3.73 1.64 8.25 16.59 8.18 ---
Touchstone Large Cap Y TLCYX -3.74 1.56 8.16 16.51 8.08 ---
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX -3.68 1.58 5.05 16.53 --- ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX -3.23 2.28 6.04 18.04 8.65 13.12
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX -3.67 1.66 5.11 16.87 --- ---
Tocqueville TOCQX -5.01 -1.04 3.31 13.92 7.23 12.30
Toreador Core Investor TORLX -3.75 1.01 2.27 20.56 10.33 15.21
Toreador Core Institutional TORZX -3.70 1.01 2.32 20.81 10.60 15.49
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX -3.66 1.66 5.03 16.76 --- ---
Patriot A TRFAX -2.96 1.41 4.56 14.89 9.91 13.21
Patriot C TRFCX -2.99 1.35 4.40 14.10 9.10 12.39
Patriot I TRFTX -2.91 1.50 4.65 15.24 10.19 13.52
T. Rowe Price Instl US Structured Rsrch TRISX -2.86 2.40 5.53 19.79 11.77 15.09
TIAA-CREF Social Choice Eq Premier TRPSX -3.47 1.78 5.50 17.31 9.97 13.46
SEI S&P 500 Index E (SIMT) TRQIX -3.19 1.83 5.63 17.57 10.82 14.54
TIAA-CREF Social Choice Eq Retire TRSCX -3.51 1.75 5.43 17.15 9.84 13.33
TIAA-CREF S&P 500 Index Retire TRSPX -3.20 1.80 5.58 17.47 10.72 14.43
T. Rowe Price US Large-Cap Core TRULX -2.89 1.68 4.07 15.98 11.08 14.76
JHancock Fundamental Large Cap Core B TSGWX -3.81 1.38 4.96 14.36 10.60 12.94
Transamerica Stock Index R4 TSTFX -3.21 1.78 5.54 17.44 10.74 14.46
Transamerica Stock Index R TSTRX -3.21 1.78 5.48 --- --- ---
Thornburg Value A TVAFX -3.24 2.22 4.87 18.82 10.43 15.37
Thornburg Value C TVCFX -3.30 2.10 4.67 17.92 9.60 14.49
Thornburg Value I TVIFX -3.21 2.26 4.96 19.28 10.86 15.81
Thornburg Value R4 TVIRX -3.24 2.22 4.91 18.97 10.57 15.51
Thornburg Value R3 TVRFX -3.24 2.22 4.88 18.84 10.46 15.40
Thornburg Value R5 TVRRX -3.22 2.26 4.97 19.27 10.86 15.81
USAA Growth & Income Institutional UIGIX -4.24 1.55 5.80 16.39 --- ---
Pear Tree Quality Ordinary USBOX -3.76 1.09 3.56 21.66 11.89 13.35
USAA Growth & Income Adviser USGIX -4.25 1.55 5.76 16.04 9.60 13.81
USAA Growth & Income USGRX -4.27 1.55 5.78 16.31 9.89 14.14
USAA S&P 500 Index Reward USPRX -3.18 1.84 5.64 17.67 10.90 14.63
USAA S&P 500 Index Member USSPX -3.20 1.82 5.62 17.53 10.79 14.50
Invesco Equally-Wtd S&P 500 A VADAX -3.74 0.52 4.42 13.21 8.54 13.58
Invesco Equally-Wtd S&P 500 C VADCX -3.79 0.45 4.28 12.42 7.78 12.76
Invesco Equally-Wtd S&P 500 Y VADDX -3.70 0.56 4.49 13.50 8.81 13.86
Invesco Equally-Wtd S&P 500 R6 VADFX -3.70 0.58 4.53 13.63 8.95 13.98
Invesco Equally-Wtd S&P 500 R VADRX -3.75 0.49 4.35 12.91 8.27 13.29
Virtus Rampart Equity Trend A VAPAX -3.73 1.90 5.87 17.31 4.49 6.58
Virtus Rampart Equity Trend C VAPCX -3.81 1.77 5.65 16.32 3.76 5.81
Virtus Rampart Equity Trend I VAPIX -3.76 1.96 5.88 17.57 4.74 6.83
Virtus Rampart Sector Trend I VARIX -2.98 2.27 5.79 15.72 5.51 8.93
VALIC Company I Core Equity VCCEX -4.33 1.32 5.93 16.53 9.87 13.88
VALIC Company I Growth & Income VCGAX -3.55 1.43 5.17 16.02 9.89 14.32
Voya Corporate Leaders 100 R6 VCLRX -4.34 0.59 5.04 14.51 9.12 ---
VALIC Company II Socially Responsible VCSRX -3.32 1.77 5.51 16.56 10.39 15.09
Vanguard Dividend Appreciation Index Adm VDADX -3.66 0.90 5.77 16.90 9.84 ---
Vanguard Dividend Appreciation Index Inv VDAIX -3.68 0.91 5.77 16.81 9.74 12.34
Vanguard Dividend Growth Inv VDIGX -4.39 0.19 4.74 13.78 8.88 12.70
Victory Diversified Stock C VDSCX -5.03 0.28 4.29 20.42 7.18 11.30
Victory Diversified Stock I VDSIX -4.93 0.42 4.54 21.66 8.34 12.50
Victory Diversified Stock R6 VDSRX -4.88 0.47 4.58 21.74 8.40 ---
Victory Diversified Stock Y VDSYX -4.93 0.42 4.51 21.61 8.28 12.44
Virtus Rampart Enhanced Core Equity R6 VECRX --- --- --- --- --- ---
Vanguard 500 Index Institutional Select VFFSX -3.17 1.86 5.69 17.83 --- ---
Vanguard 500 Index Admiral VFIAX -3.17 1.86 5.69 17.80 11.03 14.76
Vanguard 500 Index Investor VFINX -3.18 1.84 5.66 17.67 10.92 14.64
Vanguard FTSE Social Index I VFTNX -3.20 2.00 5.45 19.10 11.17 15.81
Vanguard FTSE Social Index Inv VFTSX -3.26 1.95 5.38 19.03 11.06 15.68
Vanguard Growth & Income Adm VGIAX -3.32 1.83 5.38 17.30 10.87 14.95
USA Mutuals Vice A VICAX -1.80 1.59 7.07 22.07 10.49 12.61
USA Mutuals Vice C VICCX -1.90 1.46 6.85 21.13 9.65 11.76
USA Mutuals Vice Investor VICEX -1.80 1.58 7.07 22.05 10.47 12.61
USA Mutuals Vice Institutional VICVX -1.81 1.59 7.13 22.34 10.75 ---
Victory Institutional Diversified Stock VIDSX -4.83 0.47 4.67 21.98 8.34 12.54
Vanguard Institutional Index Instl Pl VIIIX -3.17 1.86 5.69 17.82 11.06 14.79
Vanguard Institutional Index I VINIX -3.17 1.86 5.68 17.80 11.04 14.77
Vanguard Instl Ttl Stk Mkt Idx I VITNX -3.23 1.61 5.27 16.95 10.57 14.49
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX -3.22 1.63 5.29 16.97 10.60 14.51
Vanguard Total Stock Market Idx I VITSX -3.23 1.62 5.29 16.96 10.55 14.45
Vanguard Large Cap Index Investor VLACX -3.11 1.92 5.71 17.82 10.73 14.54
Vanguard Large Cap Index Admiral VLCAX -3.10 1.94 5.74 17.95 10.85 14.69
VALIC Company I Large Cap Core VLCCX -4.30 0.87 5.48 16.19 9.96 14.47
Vanguard Large Cap Index Institutional VLISX -3.11 1.94 5.74 17.95 10.86 14.69
Vanguard Mega Cap Index Institutional VMCTX -3.08 2.12 6.07 18.82 11.41 14.91
Voya Multi-Manager Large Cp Core Port R6 VPMMX -3.99 1.30 6.88 16.52 --- ---
Voya US Stock Index P2 VPSPX -3.15 1.85 5.67 --- --- ---
Vanguard Growth & Income Inv VQNPX -3.34 1.82 5.35 17.16 10.75 14.83
Vanguard Russell 1000 Index I VRNIX -3.19 1.72 5.46 17.34 10.58 14.52
Virtus Rampart Equity Trend R6 VRPAX -3.74 1.95 5.93 17.66 4.87 ---
Vanguard Russell 3000 Index I VRTTX -3.25 1.57 5.20 16.82 10.47 14.37
Vanguard Total Stock Mkt Idx Instl Pls VSMPX -3.23 1.62 5.29 16.98 --- ---
Victory Special Value I VSPIX -4.94 0.43 4.53 20.42 7.78 10.70
VALIC Company I Stock Index VSTIX -3.19 1.81 5.62 17.44 10.71 14.41
Vanguard Total Stock Mkt Idx Instl Sel VSTSX -3.23 1.62 5.29 16.99 --- ---
Victory Special Value C VSVCX -5.01 0.28 4.24 19.29 6.67 9.50
Victory Special Value R VSVGX -4.98 0.38 4.38 20.01 7.33 10.18
Victory Special Value Y VSVYX -4.93 0.43 4.52 20.66 7.92 10.78
Vanguard Tax-Managed Capital App I VTCIX -3.22 1.74 5.45 18.07 11.16 14.96
Vanguard Tax-Managed Capital App Adm VTCLX -3.22 1.75 5.45 18.05 11.12 14.92
Vanguard Total Stock Mkt Idx Adm VTSAX -3.23 1.62 5.29 16.96 10.54 14.44
Vanguard Total Stock Mkt Idx Inv VTSMX -3.24 1.60 5.26 16.84 10.43 14.32
Vulcan Value Partners VVPLX -1.31 7.03 10.91 16.96 7.48 12.70
Westfield Capital Dividend Growth Inv WCDGX -3.04 1.06 4.31 18.11 7.95 ---
Westfield Capital Dividend Growth Instl WDIVX -2.97 1.15 4.36 18.41 8.22 ---
TETON Westwood Equity A WEECX -3.58 0.53 5.44 16.06 8.93 12.29
TETON Westwood Equity I WEEIX -3.52 0.61 5.52 16.66 9.48 12.79
TETON Westwood Equity C WEQCX -3.56 0.48 5.35 15.52 8.40 11.72
TETON Westwood Equity AAA WESWX -3.50 0.53 5.47 16.40 9.23 12.55
Wells Fargo Index A WFILX -3.21 1.80 5.56 17.31 10.56 14.23
Wells Fargo Index C WFINX -3.26 1.71 5.38 16.44 9.74 13.38
Wells Fargo Index Admin WFIOX -3.19 1.83 5.63 17.55 10.80 14.53
Wilshire 5000 Index Invmt WFIVX -3.30 1.44 5.20 16.08 10.15 13.88
Wells Fargo Large Cap Core Admin WFLLX -4.74 1.81 4.97 19.47 9.62 15.09
iShares S&P 500 Index K WFSPX -3.17 1.85 5.68 17.78 11.02 14.73
Westwood LargeCap Value Institutional WHGLX -3.39 0.77 5.82 17.18 9.79 13.12
Wilshire 5000 Index Instl WINDX -3.25 1.49 5.28 16.44 10.47 14.16
Wells Fargo Low Volatility US Eq Adm WLVDX -4.70 -2.02 0.97 5.89 --- ---
Westwood Low Volatility Equity Inst WLVIX -3.41 -0.47 2.73 6.85 4.77 10.47
Wells Fargo Low Volatility US Eq R6 WLVJX -4.61 -1.93 1.04 6.33 --- ---
Wells Fargo Low Volatility US Eq C WLVKX -4.70 -2.11 0.79 5.06 --- ---
Wells Fargo Low Volatility US Eq A WLVLX -4.69 -2.02 0.93 5.85 --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX -4.61 -1.93 1.07 6.27 --- ---
Wilmington Large-Cap Strategy Instl WMLIX -3.14 2.04 5.85 17.99 10.58 14.74
Weitz Partners Value Institutional WPVIX -3.09 2.93 6.00 8.09 2.57 ---
Weitz Partners Value Investor WPVLX -3.08 2.89 5.92 7.81 2.34 8.04
Wright Major Blue Chip Equities WQCEX -1.13 4.31 8.92 25.92 12.15 15.42
Walden Equity WSEFX -3.34 1.90 6.58 17.32 10.61 12.87
Westwood LargeCap Value A WWLAX -3.45 0.69 5.70 16.81 9.52 12.83
Russell Top 200 TR USD XIUSA000KU -3.02 2.28 6.24 19.21 11.77 15.19
Russell 1000 TR USD XIUSA000O4 -3.18 1.73 5.48 17.43 10.71 14.64
Russell 3000 TR USD XIUSA000O6 -3.25 1.58 5.22 16.91 10.57 14.46
Russell Top 200 PR USD XIUSA04FN4 -3.20 1.99 5.74 16.83 9.41 12.74
AMG Yacktman I YACKX -2.67 0.35 3.84 13.04 7.82 10.37
AMG Yacktman Focused N YAFFX -2.40 -0.05 3.47 13.68 8.44 10.46
AMG Yacktman Focused I YAFIX -2.36 0.00 3.50 13.93 8.64 10.66
YCG Enhanced YCGEX -2.47 1.90 5.30 17.04 9.85 12.59
AMG Yacktman Focused Sec Selectn Only I YFSIX -2.40 0.34 4.41 19.78 --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX -2.40 0.34 4.41 19.78 --- ---