World Large Stock: Total Returns

Data through 6/15/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Large Stock 0.85 2.53 0.22 13.22 8.40 9.38
Thrivent Large Cap Stock A AALGX 0.21 4.76 1.61 14.57 8.83 10.44
AllianzGI Best Styles Global Eq C ABSGX 0.00 0.24 -1.46 10.98 --- ---
Aberdeen Dynamic Dividend A ADAVX -0.25 1.35 0.68 12.00 7.44 9.45
Aberdeen Dynamic Dividend Instl ADVDX 0.01 1.69 0.99 12.53 7.79 9.77
Advisory Research Global Dividend ADVWX -1.22 -3.91 -4.87 3.23 4.50 6.19
Yorktown Capital Income Institutional AFAAX -0.02 0.29 0.67 7.52 6.83 7.12
Yorktown Capital Income L AFDDX -0.13 -0.18 0.40 6.42 5.76 6.04
Yorktown Growth A AFGGX 2.66 3.01 0.95 16.00 8.92 10.32
Alger Global Growth I AFGIX 2.22 7.52 3.64 20.41 7.98 10.81
Alger Global Growth Z AFGZX 2.23 7.52 3.62 20.51 8.19 11.06
AMG Managers Guardian Capital Glbl Div I AGCDX -0.26 -2.21 -1.28 6.72 5.20 ---
AMG Managers Guardian Capital Glbl Div N AGCNX -0.35 -2.21 -1.27 6.77 5.04 ---
AllianzGI Best Styles Global Eq R6 AGERX 0.12 0.70 -1.20 12.11 7.62 ---
American Century Global Growth R5 AGFGX 2.06 7.76 2.88 18.75 --- ---
Invesco Global Growth A AGGAX 0.32 -0.78 -3.41 5.18 4.25 7.82
Invesco Global Growth C AGGCX 0.24 -1.12 -3.58 4.37 3.47 7.02
American Century Global Growth R6 AGGDX 2.05 7.87 2.94 18.90 10.09 ---
Invesco Global Growth R6 AGGFX 0.32 -0.63 -3.31 5.51 4.61 8.26
American Century Global Growth I AGGIX 2.06 7.75 2.88 18.83 9.92 11.19
American Century Global Growth A AGGRX 2.08 7.59 2.82 18.24 9.43 10.70
Invesco Global Growth Y AGGYX 0.32 -0.69 -3.37 5.43 4.50 8.09
American Century Global Growth C AGLCX 1.94 7.18 2.60 17.34 8.63 9.87
Ariel Global Investor AGLOX -0.31 2.13 -0.25 7.43 6.13 8.18
Ariel Global Institutional AGLYX -0.26 2.26 -0.19 7.74 6.39 8.47
American Century Global Growth R AGORX 1.95 7.36 2.70 17.94 9.13 10.41
AB Sustainable Global Thematic I AGTIX 1.23 3.00 -0.19 16.97 11.75 13.46
American Century Global Growth Y AGYGX 2.13 7.90 2.96 18.93 --- ---
AllianzGI Best Styles Global Eq P ALGPX 0.06 0.64 -1.20 11.94 7.46 ---
AllianzGI Best Styles Global Eq A ALLGX 0.06 0.52 -1.26 11.73 7.23 ---
AllianzGI Best Styles Global Eq Instl ALLHX 0.12 0.71 -1.16 12.10 7.56 ---
AB Sustainable Global Thematic A ALTFX 1.19 2.85 -0.28 16.53 11.24 12.92
American Funds New Perspective F2 ANWFX 2.28 7.21 0.90 18.71 11.86 12.27
American Funds New Perspective A ANWPX 2.26 7.09 0.83 18.48 11.63 12.03
Artisan Global Value Advisor APDGX -0.72 -0.72 -1.85 8.93 7.92 ---
Artisan Global Opportunities Advisor APDRX 0.40 6.86 0.18 17.06 12.94 ---
Artisan Global Discovery Investor APFDX 2.27 13.56 5.38 --- --- ---
Yorktown Growth Institutional APGRX 2.63 2.96 0.95 16.00 8.93 10.30
Artisan Global Value Institutional APHGX -0.72 -0.66 -1.80 9.05 8.05 9.51
Artisan Global Equity Institutional APHHX 0.86 8.05 1.46 23.62 --- ---
Artisan Global Opportunities Instl APHRX 0.43 6.93 0.22 17.20 13.09 13.29
Yorktown Capital Income A APIGX -0.07 0.16 0.62 7.24 6.42 6.65
Yorktown Growth L APITX 2.54 2.47 0.66 14.82 7.83 9.20
AQR Global Equity I AQGIX 0.00 2.13 0.22 14.89 10.12 10.76
AQR Global Equity N AQGNX 0.00 2.03 0.22 14.48 9.82 10.46
AQR Global Equity R6 AQGRX 0.00 2.11 0.22 14.93 10.25 ---
Artisan Global Value Investor ARTGX -0.77 -0.77 -1.85 8.80 7.79 9.25
Artisan Global Equity Investor ARTHX 0.82 7.88 1.37 23.29 8.92 10.26
Artisan Global Opportunities Inv ARTRX 0.40 6.80 0.15 16.93 12.83 13.00
AllianzGI Global Sustainability Instl ASTNX 1.07 2.88 0.96 13.27 9.13 ---
AllianzGI Global Sustainability P ASTPX 1.07 2.83 0.96 13.17 9.05 ---
AllianzGI Global Sustainability A ASUAX 1.08 2.75 0.92 13.02 8.88 ---
AB Sustainable Global Thematic B ATEBX 1.12 2.46 -0.49 15.58 10.35 12.02
AB Sustainable Global Thematic C ATECX 1.13 2.50 -0.47 15.64 10.40 12.08
AB Sustainable Global Thematic K ATEKX 1.20 2.84 -0.29 16.53 11.33 13.06
AB Sustainable Global Thematic R ATERX 1.16 2.69 -0.37 16.19 11.00 12.71
AB Sustainable Global Thematic Advisor ATEYX 1.22 2.96 -0.22 16.81 11.52 13.22
AB Tax-Managed Wealth Apprec Strat A ATWAX 1.04 2.79 0.24 14.60 7.84 9.71
AB Tax-Managed Wealth Apprec Strat B ATWBX 0.92 2.37 0.00 13.63 7.00 8.88
AB Tax-Managed Wealth Apprec Strat C ATWCX 0.93 2.39 0.06 13.66 7.03 8.90
AB Tax-Managed Wealth Apprec Strat Adv ATWYX 1.03 2.90 0.30 14.88 8.13 10.00
Ave Maria World Equity AVEWX 0.72 1.99 1.99 9.36 6.55 7.29
AB Wealth Appreciation Strategy A AWAAX 1.02 2.75 0.24 14.33 7.36 9.03
AB Wealth Appreciation Strategy B AWABX 0.89 2.36 0.00 13.45 6.55 8.19
AB Wealth Appreciation Strategy C AWACX 0.90 2.39 0.00 13.42 6.56 8.20
AB Wealth Appreciation Strategy I AWAIX 1.03 2.82 0.24 14.55 7.59 9.26
AB Wealth Appreciation Strategy K AWAKX 0.97 2.65 0.12 14.14 7.22 8.88
AB Wealth Appreciation Strategy R AWARX 0.97 2.52 0.06 13.81 6.88 8.54
AB Wealth Appreciation Strategy Advisor AWAYX 1.03 2.82 0.24 14.57 7.63 9.29
Invesco Global Core Equity A AWSAX -0.86 0.06 -1.40 12.39 6.64 7.71
Invesco Global Core Equity C AWSCX -0.90 -0.26 -1.53 11.56 5.84 6.93
Invesco Global Core Equity R5 AWSIX -0.84 0.18 -1.32 12.63 6.95 8.07
Invesco Global Core Equity R AWSRX -0.86 -0.06 -1.46 12.05 6.36 7.44
Invesco Global Core Equity R6 AWSSX -0.78 0.24 -1.26 12.70 --- ---
Invesco Global Core Equity Y AWSYX -0.86 0.19 -1.34 12.66 6.90 7.98
BlackRock Global Dividend Inv A BABDX 0.08 -5.73 -3.56 -0.51 6.04 6.34
BMO Global Low Volatility Equity A BAEGX 0.00 0.67 -0.37 8.80 6.88 ---
BBH Global Core Select N BBGNX 1.84 -1.56 -2.28 7.96 6.27 6.82
BBH Global Core Select Retail BBGRX 1.77 -1.71 -2.36 7.67 6.01 6.56
BlackRock Global Dividend Inv C BCBDX 0.08 -6.02 -3.78 -1.21 5.25 5.56
Blue Current Global Dividend Instl BCGDX -0.87 -1.90 -0.52 5.05 6.64 ---
Baillie Gifford Global Alpha Equity 3 BGAEX 1.90 7.62 0.01 21.95 13.65 13.43
Baron Global Advantage Retail BGAFX 5.54 16.77 3.80 39.41 16.91 17.59
Baron Global Advantage Institutional BGAIX 5.56 16.94 3.89 39.82 17.19 17.85
Baillie Gifford Global Alpha Equity K BGAKX 1.86 7.60 0.00 21.85 --- ---
Baillie Gifford Global Alpha Equity I BGASX 1.91 7.59 0.00 21.91 --- ---
Baillie Gifford Global Alpha Equity 2 BGATX 1.90 7.59 0.00 21.87 13.57 13.14
Brandes Global Equity A BGEAX -2.05 0.85 -0.80 8.43 5.06 7.31
William Blair Global Leaders Instl BGGIX 2.04 10.03 3.29 26.47 12.27 12.01
Brandes Global Equity Income A BGIAX -1.12 0.57 0.16 7.35 9.16 ---
Brandes Global Equity Income C BGICX -1.00 1.20 -0.07 8.01 7.95 ---
Brandes Global Equity Income I BGIIX -1.09 1.28 0.25 8.20 8.66 ---
BMO Global Low Volatility Equity I BGLBX 0.00 0.74 -0.37 8.95 7.10 ---
Baillie Gifford Long Term Glbl Gr Eq K BGLKX 7.50 23.13 6.17 44.65 --- ---
Baillie Gifford Long Term Global Gr Eq 2 BGLTX 7.51 23.14 6.17 44.70 23.43 ---
Baron Global Advantage R6 BGLUX 5.56 16.93 3.89 39.79 --- ---
Brandes Global Equity C BGVCX -2.11 0.53 -0.97 7.61 4.28 6.52
Brandes Global Equity I BGVIX -2.00 1.01 -0.71 8.72 5.33 7.59
Brown Advisory Global Leaders Investor BIALX 3.12 8.97 2.30 24.54 --- ---
BlackRock Global Dividend Instl BIBDX 0.16 -5.57 -3.49 -0.17 6.34 6.63
BlackRock Global Dividend K BKBDX 0.16 -5.54 -3.46 -0.11 --- ---
Baillie Gifford Positive Change Eq K BPEKX 6.09 14.96 3.91 --- --- ---
Baillie Gifford Positive Change Eq Instl BPESX 6.09 14.96 3.91 --- --- ---
Boston Partners Global Equity Instl BPGIX -0.81 -0.11 -1.92 9.96 6.85 10.18
MFS® Blended Research Global Eq A BRLAX -0.31 1.18 -0.62 13.11 --- ---
MFS® Blended Research Global Eq B BRLBX -0.39 0.78 -0.85 12.17 --- ---
MFS® Blended Research Global Eq C BRLCX -0.39 0.78 -0.77 12.17 --- ---
MFS® Blended Research Global Eq I BRLJX -0.31 1.25 -0.54 13.32 --- ---
MFS® Blended Research Global Eq R1 BRLRX -0.39 0.78 -0.85 12.18 --- ---
MFS® Blended Research Global Eq R2 BRLSX -0.31 1.02 -0.69 12.75 --- ---
MFS® Blended Research Global Eq R3 BRLTX -0.31 1.17 -0.61 13.09 --- ---
MFS® Blended Research Global Eq R4 BRLUX -0.31 1.25 -0.54 13.33 --- ---
MFS® Blended Research Global Eq R6 BRLYX -0.31 1.25 -0.61 13.40 --- ---
Baillie Gifford Long Term Glbl Gr Eq I BSGLX 7.50 23.13 6.17 44.65 --- ---
iShares MSCI Developed World Index Instl BWIIX 0.92 2.80 0.84 13.70 9.19 ---
iShares MSCI Developed World Index K BWIKX 0.92 2.90 0.94 13.73 --- ---
Columbia Select Global Growth Adv CADHX 4.35 13.56 1.45 24.03 11.35 ---
Columbia Select Global Growth Inst2 CADIX 4.34 13.59 1.45 24.03 11.40 ---
Columbia Global Dividend Opp Inst2 CADPX -0.05 -2.56 -1.19 6.03 4.96 ---
Calamos Global Equity A CAGEX 0.86 3.94 -0.97 21.84 10.72 11.48
Cornerstone Advisors Glbl Public Eq Inst CAGLX 0.99 2.29 -0.14 13.80 8.95 10.54
Cambiar Global Ultra Focus Investor CAMAX 0.80 1.46 1.36 7.12 1.40 9.75
Cambiar Global Equity Investor CAMGX 0.08 0.45 -0.15 13.36 5.72 7.86
Catalyst/MAP Global Equity A CAXAX 1.51 4.74 0.58 9.26 9.48 9.45
Catalyst/MAP Global Equity C CAXCX 1.46 4.38 0.46 8.50 8.61 8.62
Catalyst/MAP Global Equity I CAXIX 1.51 4.88 0.65 9.62 9.88 ---
Calamos Global Equity C CCGEX 0.80 3.65 -1.21 20.93 9.88 10.65
Chautauqua Global Growth Institutional CCGIX 1.65 5.44 1.14 21.92 --- ---
Chautauqua Global Growth Investor CCGSX 1.66 5.39 1.08 21.74 --- ---
Columbia Global Equity Value T CEVWX -3.43 -3.20 -3.47 7.54 5.02 7.20
Columbia Global Equity Value Inst3 CEVYX -3.45 -3.05 -3.40 7.95 5.46 7.67
Columbia Global Equity Value Inst CEVZX -3.39 -3.03 -3.37 7.89 5.29 7.50
QS Global Equity A CFIPX 0.06 0.92 -0.06 15.71 9.41 12.09
Columbia Select Global Equity R CGERX 2.29 7.78 2.06 15.80 11.66 10.61
Columbia Select Global Equity T CGEWX 2.35 7.88 2.12 16.15 11.89 10.87
Columbia Select Global Equity Inst CGEZX 2.33 7.98 2.18 16.43 12.22 11.16
American Funds Global Growth Port 529E CGGEX 1.04 4.69 0.12 16.62 9.70 10.34
American Funds Global Growth Port 529F1 CGGFX 1.04 4.84 0.17 17.12 10.20 10.83
Columbia Select Global Growth Inst3 CGGYX 4.38 13.66 1.46 24.13 --- ---
Capital Group Global Equity CGLOX 1.47 3.40 0.13 14.74 8.84 10.02
Columbia Global Dividend Opp Adv CGOLX -0.11 -2.63 -1.27 5.84 4.80 5.01
Columbia Global Strategic Equity Inst2 CGPRX 0.85 3.13 0.11 16.42 9.79 10.95
Columbia Global Strategic Equity Inst3 CGSYX 0.86 3.12 0.06 16.37 --- ---
Causeway Global Value Inst CGVIX -0.57 0.66 0.75 10.59 5.65 8.15
Causeway Global Value Inv CGVVX -0.58 0.67 0.75 10.48 5.43 7.93
Alger Global Growth C CHUCX 2.15 6.98 3.35 19.15 6.91 9.72
Alger Global Growth A CHUSX 2.20 7.33 3.53 20.05 7.71 10.55
Calamos Global Equity I CIGEX 0.90 4.06 -0.95 22.13 10.98 11.74
AdvisorOne CLS Global Aggressive Eq N CLACX 0.25 0.70 -1.13 12.83 9.28 10.32
Columbia Global Strategic Equity R CLGRX 0.78 2.79 -0.08 15.75 9.15 10.27
AdvisorOne CLS Global Diversified Eq N CLSAX -0.64 0.86 -1.83 12.70 7.54 8.26
Columbia Global Dividend Opp Inst3 CLSYX 0.00 -2.49 -1.17 6.14 5.04 5.27
Commonwealth Global CNGLX -0.19 -0.06 0.57 6.55 2.09 3.68
American Funds New Perspective 529A CNPAX 2.26 7.08 0.82 18.39 11.54 11.94
American Funds New Perspective 529C CNPCX 2.18 6.70 0.62 17.47 10.67 11.07
American Funds New Perspective 529E CNPEX 2.24 6.96 0.78 18.11 11.28 11.67
American Funds New Perspective 529F CNPFX 2.29 7.17 0.88 18.66 11.79 12.19
Columbia Select Global Growth A COGAX 4.33 13.45 1.36 23.70 11.08 12.39
Columbia Select Global Growth C COGCX 4.30 13.06 1.20 22.78 10.23 11.54
Columbia Select Global Growth R COGRX 4.30 13.33 1.33 23.43 10.81 12.12
Columbia Select Global Growth Inst COGZX 4.41 13.63 1.45 24.01 11.35 12.67
American Funds Global Growth Port 529A CPGAX 1.04 4.79 0.11 16.91 9.97 10.62
American Funds Global Growth Port 529C CPGCX 1.00 4.42 -0.06 15.96 9.11 9.74
Columbia Select Global Equity Inst3 CSEYX 2.34 8.04 2.19 16.62 --- ---
Columbia Global Dividend Opp R CSGRX -0.11 -2.83 -1.36 5.37 4.30 4.49
Columbia Select Global Equity Advisor CSGVX 2.30 --- 2.22 --- --- ---
Columbia Global Dividend Opp C CSRCX -0.11 -3.04 -1.47 4.81 3.78 3.97
Columbia Global Dividend Opp A CSVAX -0.05 -2.71 -1.29 5.63 4.55 4.76
Columbia Global Dividend Opp Inst CSVFX -0.11 -2.64 -1.28 5.87 4.80 5.01
Calamos Global Equity T CTGEX --- --- --- --- --- ---
Columbia Global Dividend Opp T CTVWX -0.05 -2.71 -1.29 5.63 4.57 4.79
American Funds Capital World Gr&Inc C CWGCX -0.69 2.01 -1.38 12.72 7.62 8.69
American Funds Capital World Gr&Inc F1 CWGFX -0.62 2.33 -1.20 13.54 8.42 9.51
American Funds Capital World Gr&Inc A CWGIX -0.63 2.36 -1.18 13.60 8.47 9.56
American Funds Capital World Gr&Inc 529A CWIAX -0.62 2.33 -1.20 13.52 8.39 9.47
American Funds Capital World Gr&Inc 529C CWICX -0.70 1.97 -1.40 12.65 7.55 8.63
American Funds Capital World Gr&Inc 529E CWIEX -0.65 2.21 -1.26 13.26 8.14 9.22
American Funds Capital World Gr&Inc 529F CWIFX -0.60 2.44 -1.15 13.79 8.63 9.72
Columbia Global Strategic Equity Adv CWPRX 0.85 3.06 0.04 16.33 9.70 10.82
Delaware Global Value A DABAX -2.27 -2.64 -3.07 5.95 3.94 6.14
Delaware Global Value C DABCX -2.39 -3.07 -3.29 5.18 3.14 5.35
Delaware Global Value Inst DABIX -2.33 -2.63 -3.06 6.18 4.18 6.40
Dreyfus Global Equity Income A DEQAX 1.78 0.39 0.32 6.68 9.26 8.21
Dreyfus Global Equity Income C DEQCX 1.73 0.12 0.19 5.91 8.49 7.45
Dreyfus Global Equity Income Y DEQYX 1.79 0.59 0.43 7.06 9.66 ---
DFA Global Equity I DGEIX 1.44 2.81 0.99 15.29 9.74 10.85
DFA Global Equity R2 DGERX 1.44 2.68 0.96 15.00 9.47 10.58
Davis Global A DGFAX 1.64 4.08 0.22 22.63 12.46 14.11
Davis Global C DGFCX 1.55 3.73 0.04 21.72 11.59 13.19
Davis Global Y DGFYX 1.63 4.22 0.29 22.95 12.74 14.40
Dreyfus Global Stock A DGLAX 1.64 4.77 1.74 16.19 9.77 9.57
Dreyfus Global Stock C DGLCX 1.59 4.39 1.54 15.31 8.95 8.73
Dreyfus Global Stock I DGLRX 1.71 4.91 1.81 16.52 10.10 9.90
Dreyfus Global Stock Y DGLYX 1.72 4.92 1.86 16.58 10.14 ---
Diamond Hill Global A DHGBX 1.58 2.84 1.00 --- --- ---
Diamond Hill Global I DHGIX 1.65 2.99 1.14 --- --- ---
Diamond Hill Global Y DHGYX 1.65 3.06 1.14 --- --- ---
Dodge & Cox Global Stock DODWX -0.65 -1.37 -2.84 8.96 7.73 10.19
Dreyfus Worldwide Growth Y DPRIX 1.54 0.97 0.30 10.76 9.82 ---
Dreyfus Worldwide Growth I DPWRX 1.52 0.93 0.26 10.66 9.73 9.32
Dreyfus Global Equity Income I DQEIX 1.79 0.49 0.34 6.95 9.59 8.51
DFA World Core Equity Institutional DREIX 0.53 2.19 0.08 15.20 9.54 10.35
DFA Selectively Hedged Glbl Eq I DSHGX 0.65 2.16 0.89 14.32 9.20 10.50
Touchstone International Growth Opps Ins DSMGX 2.63 7.93 0.71 24.16 15.30 15.77
Deutsche CROCI® Sector Opps A DSOAX 0.10 0.92 -0.60 4.04 2.42 ---
Deutsche CROCI® Sector Opps C DSOCX 0.10 0.61 -0.81 3.37 1.67 ---
Deutsche CROCI® Sector Opps Instl DSOIX 0.10 0.92 -0.60 4.31 2.64 ---
Deutsche CROCI® Sector Opps S DSOSX 0.10 0.92 -0.60 4.20 2.54 ---
Eaton Vance Tax-Managed Global Div Inc A EADIX 0.12 0.61 -0.64 8.45 6.59 7.86
Eaton Vance Tax-Managed Global Div Inc B EBDIX 0.14 0.28 -0.82 7.64 5.79 7.06
Eaton Vance Tax-Managed Global Div Inc C ECDIX 0.06 0.21 -0.90 7.57 5.78 7.06
Essex Environmental Opportunities Inv EEOFX 0.29 -1.07 -1.07 --- --- ---
Eaton Vance Focused Global Opps I EFGIX 1.08 4.94 2.02 14.77 --- ---
Eaton Vance Hexavest Global Equity A EHGAX -0.71 -1.95 -0.08 4.65 6.68 7.49
Eaton Vance Hexavest Global Equity C EHGCX -0.79 -2.35 -0.24 3.81 --- ---
Eaton Vance Hexavest Global Equity I EHGIX -0.63 -1.87 0.00 4.89 6.97 7.77
Eaton Vance Tax-Managed Global Div Inc I EIDIX 0.15 0.64 -0.65 8.72 6.85 8.12
EntrepreneurShares Global Instl ENTIX 1.61 6.98 0.92 22.24 13.21 12.11
MainStay Epoch Global Choice I EPACX 0.46 1.94 1.57 11.83 6.65 8.11
MainStay Epoch Global Choice Inv EPAIX 0.43 1.72 1.43 11.29 6.13 7.58
MainStay Epoch Global Choice C EPAKX 0.35 1.36 1.21 10.45 5.33 6.77
MainStay Epoch Global Choice A EPAPX 0.47 1.81 1.47 11.56 6.39 7.84
MainStay Epoch Global Equity Yield R3 EPSHX -1.04 -4.60 -1.15 0.95 --- ---
MainStay Epoch Global Equity Yield Inv EPSIX -1.04 -4.46 -1.06 1.32 4.54 6.02
MainStay Epoch Global Equity Yield C EPSKX -1.10 -4.72 -1.20 0.61 3.77 5.23
MainStay Epoch Global Equity Yield A EPSPX -1.04 -4.40 -1.00 1.34 4.55 6.03
MainStay Epoch Global Equity Yield R6 EPSRX -1.04 -4.27 -0.96 1.74 4.94 ---
MainStay Epoch Global Equity Yield I EPSYX -1.04 -4.35 -0.99 1.54 4.80 6.29
MainStay Epoch Global Equity Yield R2 EPSZX -1.04 -4.49 -1.09 1.22 4.44 ---
Eaton Vance Richard Bernstein Eq Strat A ERBAX 1.04 2.63 -0.96 14.24 9.61 9.79
Eaton Vance Richard Bernstein Eq Strat C ERBCX 0.99 2.30 -1.08 13.39 8.79 8.96
Eaton Vance Richard Bernstein Eq Strat I ERBIX 1.09 2.81 -0.85 14.58 9.89 10.05
Mirova Global Sustainable Equity C ESGCX 1.00 4.21 -0.37 15.30 --- ---
Mirova Global Sustainable Equity A ESGMX 1.07 4.55 -0.14 16.20 --- ---
Mirova Global Sustainable Equity N ESGNX 1.06 4.70 -0.14 16.38 --- ---
Mirova Global Sustainable Equity Y ESGYX 1.06 4.70 -0.06 16.44 --- ---
Eventide Global Div Opportunities A ETADX -0.30 -2.91 -0.77 --- --- ---
Eventide Global Div Opportunities C ETCDX -0.30 -3.09 -0.96 --- --- ---
Eventide Global Div Opportunities I ETIDX -0.20 -2.68 -0.73 --- --- ---
Eventide Global Div Opportunities N ETNDX -0.30 -2.78 -0.74 --- --- ---
Wells Fargo Intrinsic World Equity A EWEAX -0.31 1.67 0.22 12.91 7.92 8.69
Wells Fargo Intrinsic World Equity C EWECX -0.42 1.32 0.00 12.02 7.11 7.88
Wells Fargo Intrinsic World Equity Admin EWEIX -0.31 1.68 0.22 12.99 8.06 8.89
Wells Fargo Intrinsic World Equity Inst EWENX -0.27 1.86 0.31 13.34 8.37 9.16
Russell RAFI Global PR USD F00000MFS1 -1.27 -0.87 -0.87 10.13 5.88 6.63
Russell RAFI Global NR USD F00000MFS3 -0.98 0.31 -0.04 12.67 8.38 9.05
Russell RAFI Global TR USD F00000MFS4 -0.90 0.63 0.19 13.32 9.04 9.70
Russell RAFI Global LC PR USD F00000MFS7 -1.41 -0.99 -0.91 9.91 5.58 6.39
Russell RAFI Global LC NR USD F00000MFS9 -1.12 0.23 -0.07 12.50 8.14 8.87
Russell RAFI Global LC TR USD F00000MFSA -1.04 0.56 0.17 13.18 8.83 9.55
Russell RAFI Developed PR USD F00000MFT2 -0.56 -0.28 0.39 10.49 5.88 7.08
Russell RAFI Developed TR USD F00000MFT3 -0.20 1.31 1.51 13.61 9.00 10.13
Russell RAFI Developed NR USD F00000MFT5 -0.28 0.96 1.26 12.94 8.31 9.45
Russell RAFI Dv LC PR USD F00000MFT8 -0.71 -0.51 0.26 10.19 5.53 6.75
Russell RAFI Dv LC TR USD F00000MFT9 -0.34 1.12 1.40 13.39 8.72 9.89
Russell RAFI Dv LC NR USD F00000MFTA -0.43 0.76 1.14 12.70 8.01 9.18
Russell Global Defensive PR USD F00000OS09 0.98 -0.04 -0.42 8.43 6.68 6.92
Russell Global Defensive TR USD F00000OS0A 1.26 1.29 0.45 11.21 9.58 9.88
Russell Global Dynamic PR USD F00000OS0B -0.15 2.18 -0.92 15.03 6.56 8.24
Russell Global Dynamic TR USD F00000OS0C 0.14 3.36 -0.09 17.52 8.90 10.52
Russell Global LC Defensive PR USD F00000OS0D 0.92 -0.31 -0.58 8.08 6.38 6.66
Russell Global LC Defensive TR USD F00000OS0E 1.22 1.05 0.30 10.88 9.30 9.65
Russell Global LC Dynamic PR USD F00000OS0F -0.27 2.07 -1.11 14.77 6.64 8.38
Russell Global LC Dynamic TR USD F00000OS0G 0.03 3.29 -0.24 17.34 9.07 10.74
Russell World Cap Defensive PR USD F00000OS0L 1.10 0.01 -0.30 8.32 6.60 6.88
Russell World Cap Defensive TR USD F00000OS0M 1.39 1.35 0.57 11.09 9.49 9.83
Russell World Cap Dynamic PR USD F00000OS0N -0.03 2.47 -0.76 15.20 6.71 8.47
Russell World Cap Dynamic TR USD F00000OS0O 0.26 3.66 0.09 17.71 9.07 10.78
Russell Developed Defensive PR USD F00000OS0P 1.36 0.49 0.37 8.66 6.89 7.33
Russell Developed Defensive TR USD F00000OS0Q 1.65 1.88 1.27 11.42 9.76 10.28
Russell Developed Dynamic TR USD F00000OS0R 0.38 3.10 0.36 15.35 6.87 8.94
Russell Developed Dynamic PR USD F00000OS0S 0.66 4.33 1.24 17.82 9.19 11.20
Russell Global Defensive NR USD F00000P2P0 1.20 0.98 0.25 10.58 8.91 9.21
Russell Global Dynamic NR USD F00000P2P1 0.07 3.12 -0.25 17.02 8.41 10.04
Russell Global LC Defensive NR USD F00000P2P2 1.15 0.73 0.09 10.23 8.62 8.96
Russell Global LC Dynamic NR USD F00000P2P3 -0.04 3.04 -0.42 16.82 8.55 10.24
Russell World Cap Defensive NR USD F00000P2P6 1.33 1.03 0.36 10.44 8.82 9.14
Russell World Cap Dynamic NR USD F00000P2P7 0.19 3.41 -0.08 17.20 8.57 10.28
Russell Developed Defensive NR USD F00000P2P8 1.59 1.55 1.06 10.76 9.08 9.58
Russell Developed Dynamic NR USD F00000P2P9 0.59 4.07 1.06 17.29 8.66 10.68
Morningstar DM Large Cap PR USD F00000XC5G 0.38 1.20 -0.28 11.08 6.41 7.48
Morningstar DM Large Cap GR USD F00000XC5H 0.68 2.65 0.69 13.88 9.22 10.29
Morningstar DM Large Cap NR USD F00000XC5J 0.61 2.31 0.47 13.23 8.57 9.63
Morningstar Gbl Mkts Large Cap GR USD F00000YGD2 0.21 1.87 -0.41 13.81 9.09 9.88
Morningstar Gbl Mkts Large Cap NR USD F00000YGD3 0.14 1.55 -0.62 13.18 8.46 9.26
Morningstar Gbl Mkts Large Cap PR USD F00000YGD4 -0.10 0.47 -1.36 10.94 6.24 7.07
Morningstar DM xJpn GR USD F00000YSIP 1.26 3.11 1.25 14.21 9.49 10.70
Morningstar DM xJpn NR USD F00000YSIU 1.18 2.78 1.03 13.57 8.86 10.05
Morningstar DM xJpn PR USD F00000YSJ3 0.94 1.73 0.34 11.52 6.80 8.01
Morningstar DM Moat Sel GR USD F00000YU9S 0.94 3.23 0.90 15.07 10.76 11.74
Morningstar DM Moat Sel NR USD F00000YU9Z 0.86 2.90 0.67 14.46 10.11 11.07
Morningstar DM Moat Sel PR USD F00000YUA6 0.59 1.73 -0.19 12.28 7.93 8.96
Morningstar Gbl xAus Moat Sel GR USD F00000YUBQ 0.74 3.68 0.41 16.09 10.69 11.87
Morningstar Gbl xAus Moat Sel NR USD F00000YUBV 0.67 3.40 0.22 15.53 10.09 11.26
Morningstar Gbl xAus Moat Sel PR USD F00000YUC4 0.38 2.34 -0.57 13.45 8.00 9.21
Morningstar Gbl xJpn Moat Sel GR USD F00000YUCB 0.55 2.90 -0.01 14.73 10.28 11.30
Morningstar Gbl xJpn Moat Sel NR USD F00000YUCL 0.48 2.61 -0.21 14.15 9.66 10.66
Morningstar Gbl xJpn Moat Sel PR USD F00000YUCO 0.17 1.47 -1.04 11.87 7.43 8.51
Morningstar Gbl Moat Sel GR USD F00000YUDI 0.64 3.12 0.02 15.17 10.33 11.30
Morningstar Gbl Moat Sel NR USD F00000YUDT 0.57 2.84 -0.17 14.60 9.73 10.67
Morningstar Gbl Moat Sel PR USD F00000YUDW 0.28 1.75 -0.97 12.37 7.50 8.52
Morningstar Gbl xAus GR USD F00000YXXB 0.57 2.27 0.05 14.13 9.20 10.24
Morningstar Gbl xAus NR USD F00000YXXI 0.50 1.97 -0.15 13.54 8.60 9.66
Morningstar Gbl xAus PR USD F00000YXXQ 0.27 0.97 -0.86 11.52 6.57 7.64
Morningstar Gbl xJpn GR USD F00000YXXW 0.70 2.21 0.07 13.90 9.19 10.12
Morningstar Gbl xJpn NR USD F00000YXY3 0.63 1.91 -0.13 13.31 8.58 9.51
Morningstar Gbl xJpn PR USD F00000YXYA 0.37 0.87 -0.83 11.22 6.47 7.42
Morningstar DM DYF 50 GR USD F00000ZAN0 -0.19 -5.43 -0.75 2.24 5.55 7.00
Morningstar DM DYF 50 NR USD F00000ZAN1 -0.29 -5.85 -1.05 1.29 4.55 5.97
Morningstar DM DYF 50 PR USD F00000ZAN2 -0.72 -7.57 -2.33 -1.90 1.21 2.48
Morningstar Gbl Mkts xIndia GR USD F00000ZBAM 0.56 2.28 0.05 14.13 9.14 10.07
Morningstar Gbl Mkts xIndia NR USD F00000ZBAN 0.49 1.99 -0.15 13.53 8.54 9.48
Morningstar Gbl Mkts xIndia PR USD F00000ZBAP 0.26 0.96 -0.86 11.43 6.45 7.41
Morningstar Gbl Mkts xInd Wd Mt F GR USD F00000ZBBA 2.40 4.52 1.18 14.66 11.89 11.78
Morningstar Gbl Mkts xInd Wd Mt F NR USD F00000ZBBB 2.34 4.18 0.97 14.05 11.27 11.12
Morningstar Gbl Mkts xInd Wd Mt F PR USD F00000ZBBC 2.11 3.17 0.32 12.00 9.15 9.01
Morningstar DM xAus Wide Moat Foc NR USD F00000ZEF4 3.31 8.25 3.61 20.07 12.80 12.56
Morningstar DM xAus Wide Moat Foc GR USD F00000ZEF5 3.36 8.57 3.79 20.67 13.40 13.19
Morningstar DM xAus Wide Moat Foc PR USD F00000ZEF7 3.18 7.44 3.11 18.49 11.04 10.73
Morningstar DM xJpn Div Yld Foc NR USD F00000ZT0Z -0.82 -5.97 -2.09 0.54 3.70 4.17
Morningstar DM xJpn Div Yld Foc PR USD F00000ZT10 -1.04 -7.67 -3.14 -2.47 0.48 0.85
Morningstar Gbl Div Yld Foc NR USD F00000ZT4H -1.11 -6.20 -3.07 0.27 2.96 3.75
Morningstar Gbl Div Yld Foc PR USD F00000ZT4I -1.35 -7.86 -4.10 -2.99 -0.46 0.28
Morningstar Gbl xJpn Div Yld Foc NR USD F00000ZT51 -1.12 -6.31 -3.13 0.28 2.92 3.59
Morningstar Gbl xJpn Div Yld Foc PR USD F00000ZT54 -1.38 -7.98 -4.17 -2.99 -0.50 0.14
Fidelity Advisor® Global Equity Inc A FBLYX 0.21 -1.35 -0.41 8.98 6.10 8.69
Fidelity Advisor® Global Equity Inc I FBUSX 0.21 -1.28 -0.34 9.17 6.35 8.96
Fiera Capital Global Equity Foc Inv FCGEX 1.63 2.77 0.76 14.58 --- ---
Fiera Capital Global Equity Foc Instl FCGIX 1.63 2.86 0.85 14.86 --- ---
Fidelity Advisor® Global Equity Inc M FGABX 0.14 -1.48 -0.48 8.61 5.82 8.42
Fidelity® Global Equity Income FGILX 0.21 -1.23 -0.47 9.48 6.47 9.07
Templeton Global Opportunities Adv FGOZX -1.58 -1.23 -2.10 9.89 5.87 6.75
Fidelity Advisor® Global Equity Inc C FGTNX 0.07 -1.76 -0.62 8.05 5.28 7.86
First Investors Global B FIBGX 1.66 4.01 -1.60 13.21 7.06 9.08
First Investors Global A FIISX 1.63 4.31 -1.36 14.07 7.90 9.95
First Investors Global Adv FIITX 1.71 4.44 -1.33 14.63 8.32 10.34
First Investors Global Instl FIIUX 1.70 4.54 -1.32 14.58 8.39 10.45
Fidelity® SAI International Value Index FIWCX -3.51 -1.59 -1.39 --- --- ---
Franklin Mutual Global Discovery R6 FMDRX -0.55 0.68 0.65 3.63 5.07 7.49
Wasatch Global Value Investor FMIEX -1.23 -0.06 -0.40 6.68 6.83 7.80
American Funds New Perspective F3 FNPFX 2.28 7.23 0.92 18.82 --- ---
Motley Fool Global Opps Institutional FOIIX 3.92 10.54 -1.10 22.63 11.53 ---
Motley Fool Global Opps Investor FOOLX 3.93 10.48 -1.14 22.47 11.36 11.82
Russell Developed TR USD FOUSA09381 1.14 3.12 1.26 14.61 9.65 10.84
Russell Developed NR USD FOUSA09383 1.07 2.82 1.06 14.02 9.04 10.22
Russell Developed PR USD FOUSA09385 0.86 1.81 0.37 12.00 7.04 8.21
Russell Developed TR Hdg USD FOUSA09387 1.67 4.31 3.32 14.52 10.25 12.56
Russell Developed LC TR USD FOUSA093BP 1.04 2.89 1.06 14.28 9.52 10.76
Russell Developed LC NR USD FOUSA093BR 0.96 2.58 0.85 13.67 8.90 10.13
Russell Developed LC PR USD FOUSA093BT 0.74 1.54 0.15 11.61 6.87 8.09
Russell Developed LC TR Hdg USD FOUSA093BV 1.57 4.09 3.09 14.17 10.15 12.46
Russell Global TR USD FOUSA09850 0.67 2.37 0.17 14.43 9.39 10.30
Russell Global NR USD FOUSA09852 0.61 2.09 -0.02 13.87 8.81 9.72
Russell Global PR USD FOUSA09854 0.38 1.11 -0.69 11.80 6.76 7.67
Russell Global LC TR USD FOUSA0987C 0.59 2.21 0.01 14.18 9.34 10.30
Russell Global LC NR USD FOUSA0987E 0.52 1.93 -0.18 13.60 8.75 9.70
Russell Global LC PR USD FOUSA0987G 0.29 0.93 -0.86 11.50 6.67 7.62
Russell Global MegaCap TR USD FOUSA0988C 0.39 2.25 -0.20 14.40 9.54 10.33
Russell Global MegaCap NR USD FOUSA0988E 0.32 1.94 -0.41 13.78 8.90 9.68
Russell Global MegaCap PR USD FOUSA0988G 0.08 0.86 -1.12 11.58 6.70 7.47
Russell Global xAUS TR USD FOUSA099NK 0.68 2.47 0.19 14.56 9.44 10.43
Russell Global xAUS NR USD FOUSA099NM 0.62 2.19 0.00 13.98 8.86 9.86
Russell Global xAUS PR USD FOUSA099NO 0.40 1.23 -0.67 11.97 6.87 7.88
Russell Global xAUS LC TR USD FOUSA099NW 0.61 2.32 0.04 14.33 9.40 10.43
Russell Global xAUS LC NR USD FOUSA099NY 0.54 2.03 -0.15 13.74 8.81 9.85
Russell Global xAUS LC PR USD FOUSA099O0 0.31 1.05 -0.84 11.69 6.79 7.83
Russell Global xCA TR USD FOUSA099PK 0.72 2.54 0.05 14.51 9.57 10.54
Russell Global xCA NR USD FOUSA099PM 0.66 2.27 -0.14 13.95 9.00 9.97
Russell Global xCA PR USD FOUSA099PO 0.43 1.29 -0.81 11.89 6.96 7.92
Russell Global xCA LC TR USD FOUSA099PW 0.63 2.38 -0.11 14.24 9.51 10.52
Russell Global xCA LC NR USD FOUSA099PY 0.57 2.09 -0.30 13.66 8.92 9.93
Russell Global xCA LC PR USD FOUSA099Q0 0.34 1.09 -0.98 11.57 6.85 7.85
Russell Global xJPN TR USD FOUSA099TK 0.82 2.43 0.23 14.38 9.44 10.34
Russell Global xJPN NR USD FOUSA099TM 0.75 2.15 0.04 13.80 8.85 9.73
Russell Global xJPN PR USD FOUSA099TO 0.50 1.16 -0.62 11.72 6.79 7.67
Russell Global xJPN LC TR USD FOUSA099TW 0.71 2.25 0.04 14.15 9.46 10.38
Russell Global xJPN LC NR USD FOUSA099TY 0.63 1.96 -0.15 13.55 8.84 9.76
Russell Global xJPN LC PR USD FOUSA099U0 0.39 0.94 -0.82 11.44 6.75 7.66
Russell Global xUK TR USD FOUSA099XK 0.79 2.55 0.10 14.70 9.83 10.67
Russell Global xUK NR USD FOUSA099XM 0.73 2.26 -0.09 14.10 9.22 10.05
Russell Global xUK PR USD FOUSA099XO 0.51 1.34 -0.73 12.13 7.27 8.11
Russell Global xUK LC TR USD FOUSA099XW 0.71 2.40 -0.06 14.47 9.80 10.70
Russell Global xUK LC NR USD FOUSA099XY 0.64 2.10 -0.26 13.85 9.17 10.06
Russell Global xUK LC PR USD FOUSA099Y0 0.42 1.16 -0.91 11.86 7.19 8.09
FPA Paramount FPRAX 0.13 2.03 -1.65 14.63 8.90 7.65
Templeton Growth R6 FTGFX -0.22 -0.22 -0.73 8.11 5.60 6.84
Templeton World R6 FTWRX 0.88 1.66 2.57 8.33 5.81 6.74
Fidelity Advisor® Worldwide A FWAFX 2.02 8.15 2.02 22.66 10.17 11.18
Fidelity Advisor® Worldwide C FWCFX 1.92 7.74 1.85 21.70 9.32 10.34
American Funds Capital World Gr&Inc F3 FWGIX -0.60 2.51 -1.11 13.98 --- ---
Fidelity Advisor® Worldwide I FWIFX 2.04 8.25 2.08 23.01 10.47 11.49
Fidelity Advisor® Worldwide M FWTFX 1.99 8.03 1.96 22.31 9.85 10.87
Fidelity® Worldwide FWWFX 2.03 8.29 2.11 23.02 10.52 11.54
Gabelli International Small Cap AAA GABOX -1.46 -1.46 -2.04 9.09 7.41 7.22
Goldman Sachs Equity Growth Strat P GADPX 0.62 --- --- --- --- ---
GuideStone Funds Aggressive Allc Instl GAGYX 1.03 4.07 0.39 16.45 --- ---
Guinness Atkinson Dividend Builder GAINX -0.55 1.28 -0.27 9.91 7.75 8.52
Goldman Sachs Equity Growth Strat A GAPAX 0.52 2.23 -0.72 15.17 9.85 10.28
Goldman Sachs Equity Growth Strat Instl GAPIX 0.57 2.42 -0.61 15.63 10.29 10.72
Goldman Sachs Equity Growth Strat R GAPRX 0.53 2.14 -0.78 14.89 9.59 10.01
Goldman Sachs Equity Growth Strat Svc GAPSX 0.58 2.24 -0.73 15.05 9.76 10.19
Goldman Sachs Equity Growth Strat Inv GAPTX 0.58 2.37 -0.63 15.44 10.13 10.56
Goldman Sachs Equity Growth Strat R6 GAPUX 0.57 2.47 -0.61 15.67 --- ---
Goldman Sachs Equity Growth Strat C GAXCX 0.44 1.89 -0.92 14.27 9.03 9.46
AB Global Core Equity A GCEAX 0.39 3.50 0.08 14.87 9.41 ---
AB Global Core Equity C GCECX 0.32 3.11 -0.16 13.92 8.57 ---
AB Global Core Equity Advisor GCEYX 0.47 3.66 0.16 15.16 9.68 ---
Pioneer Global Equity C GCSLX -0.38 -0.56 -2.03 14.08 6.77 9.52
Sit Global Dividend Growth I GDGIX 0.58 -1.20 -0.32 9.24 6.03 7.01
Sit Global Dividend Growth S GDGSX 0.51 -1.39 -0.45 8.90 5.76 6.74
CMG Mauldin Solutions Core A GEFAX 0.83 -0.64 -0.36 5.11 0.73 2.87
CMG Mauldin Solutions Core I GEFIX 0.92 -0.54 -0.27 5.17 0.92 3.10
Essex Environmental Opportunities Instl GEOSX 0.39 -0.87 -0.87 --- --- ---
Lazard Global Equity Select Port Instl GESIX 1.73 3.76 0.59 16.62 9.90 ---
Lazard Global Equity Select Port Open GESOX 1.66 3.60 0.45 16.20 9.55 ---
Invesco Global Growth R5 GGAIX 0.32 -0.63 -3.31 5.54 4.61 8.25
GMO Global Equity Allocation Series R6 GGASX -0.80 -0.71 -2.79 10.68 6.85 7.10
GuideStone Funds Aggressive Allc Inv GGBZX 1.11 4.00 0.32 16.18 9.21 10.17
Nationwide Global Sust Eq A GGEAX 2.02 6.57 2.39 17.87 8.67 9.16
Nationwide Global Sust Eq C GGECX 1.96 6.18 2.18 16.98 7.83 8.34
Nationwide Global Sust Eq R6 GGEIX 2.05 6.74 2.51 18.29 9.10 9.58
Nationwide Global Sust Eq Instl Svc GGESX 2.01 6.69 2.47 18.18 8.98 9.47
GAMCO Global Growth A GGGAX 3.72 11.04 3.75 24.57 11.55 11.50
GAMCO Global Growth C GGGCX 3.65 10.69 3.55 23.65 10.72 10.66
GAMCO Global Growth I GGGIX 3.76 11.39 3.91 25.35 12.32 12.15
Gabelli International Small Cap C GGLCX -1.63 -2.32 -2.49 7.43 6.48 6.32
American Funds Global Growth Port C GGPCX 1.00 4.48 0.00 16.05 9.20 9.83
GAMCO Global Growth AAA GICPX 3.72 11.04 3.75 24.57 11.55 11.50
GuidePath® Growth Allocation Instl GISRX 1.36 2.84 1.02 14.50 7.33 8.44
Aberdeen Global Equity A GLLAX -0.37 -2.24 -3.35 6.67 4.76 4.04
Aberdeen Global Equity C GLLCX -0.39 -2.53 -3.49 5.95 4.09 3.37
Aberdeen Global Equity I/S GLLSX -0.36 -2.14 -3.24 6.93 5.12 4.40
Gabelli International Small Cap I GLOIX -1.48 -1.48 -2.05 9.37 7.99 7.78
Pioneer Global Equity A GLOSX -0.31 -0.12 -1.81 15.03 7.58 10.40
Oppenheimer Global Value A GLVAX 2.11 9.67 0.66 19.31 9.00 9.27
Oppenheimer Global Value C GLVCX 2.03 9.28 0.47 18.42 8.17 8.45
Oppenheimer Global Value I GLVIX 2.16 9.88 0.78 19.82 9.48 9.75
Oppenheimer Global Value R GLVNX 2.08 9.54 0.60 19.04 8.73 9.00
Oppenheimer Global Value Y GLVYX 2.14 9.79 0.73 19.61 9.27 9.55
LMCG Global MultiCap Institutional GMCIX 0.61 1.62 0.30 13.44 8.49 ---
LMCG Global MultiCap Investor GMCRX 0.53 1.62 0.30 13.22 8.27 ---
GMO Global Equity Allocation III GMGEX -0.76 -0.64 -2.81 11.09 7.17 7.36
Invesco Global Low Volatility Eq Yld C GNDCX 2.70 4.44 6.88 9.45 4.82 5.09
Invesco Global Low Volatility Eq Yld R5 GNDIX 2.80 5.04 7.18 10.71 6.00 6.31
Invesco Global Low Volatility Eq Yld R6 GNDSX 2.73 5.06 7.19 10.72 --- ---
Gabelli International Small Cap A GOCAX -1.58 -1.95 -2.32 8.23 7.13 7.03
GuidePath® Growth Allocation Svc GPSTX 1.33 2.56 0.82 13.75 6.71 7.80
Invesco Global Low Volatility Eq Yld A GTNDX 2.70 4.78 7.01 10.25 5.62 5.88
Invesco Global Low Volatility Eq Yld R GTNRX 2.76 4.71 7.01 10.03 5.35 5.62
Invesco Global Low Volatility Eq Yld Y GTNYX 2.69 4.91 7.06 10.51 5.88 6.14
Federated Global Strategic Value Div C GVDCX -0.42 -7.07 -0.80 -2.40 --- ---
Federated Global Strategic Value DivInst GVDIX -0.33 -6.69 -0.74 -1.47 --- ---
Federated Global Strategic Value Div R6 GVDLX -0.33 -6.69 -0.73 -1.46 --- ---
Federated Global Strategic Value Div A GVDSX -0.36 -6.78 -0.80 -1.70 --- ---
Aberdeen Global Equity Inst GWLIX -0.29 -2.02 -3.21 6.88 5.10 4.39
Aberdeen Global Equity R GWLRX -0.31 -2.41 -3.36 6.34 4.44 3.72
GMO Global Developed Equity Allc III GWOAX -0.39 0.18 -1.35 12.13 7.27 7.77
Hartford Global Growth HLS IB HBGLX 3.16 10.93 1.93 25.12 14.29 15.54
Hartford Global Capital Appreciation A HCTAX 1.21 2.50 0.16 9.68 5.68 8.58
Hartford Global Capital Appreciation F HCTFX 1.27 2.69 0.25 10.18 --- ---
Hartford Global Capital Appreciation I HCTIX 1.27 2.69 0.25 10.06 6.00 8.91
Hartford Global Capital Appreciation R3 HCTRX 1.23 2.43 0.11 9.58 5.58 8.46
Hartford Global Capital Appreciation R4 HCTSX 1.24 2.57 0.20 9.91 5.90 8.79
Hartford Global Capital Appreciation R5 HCTTX 1.27 2.62 0.25 10.06 6.00 8.91
Hartford Global Capital Appreciation Y HCTYX 1.31 2.70 0.25 10.11 6.02 8.96
Hartford Global Capital Appreciation C HFCCX 1.21 2.15 0.00 8.90 4.91 7.80
AAM/HIMCO Global Enhanced Dividend I HGDIX -0.37 -2.21 -0.30 --- --- ---
Harbor Global Leaders Instl HGGAX 4.42 10.56 4.17 23.30 10.53 12.30
Harbor Global Leaders Investor HGGIX 4.34 10.37 4.05 22.85 10.11 11.88
Hartford Global Growth HLS IA HIALX 3.20 11.08 2.01 25.45 14.58 15.83
Hartford Global Equity Income A HLEAX 0.00 0.19 -0.13 8.38 6.52 8.37
Hartford Global Equity Income C HLECX -0.08 -0.17 -0.33 7.51 5.74 7.55
Hartford Global Equity Income F HLEFX 0.08 0.45 -0.01 8.90 --- ---
Hartford Global Equity Income I HLEJX 0.00 0.34 -0.05 8.78 6.85 8.68
Hartford Global Equity Income R3 HLERX -0.08 0.04 -0.19 8.13 6.32 8.14
Hartford Global Equity Income R4 HLESX 0.00 0.29 -0.10 8.51 6.63 8.47
Hartford Global Equity Income R5 HLETX 0.08 0.44 -0.03 8.86 6.96 8.80
Hartford Global Equity Income Y HLEYX 0.00 0.38 -0.09 8.75 6.93 8.81
Harding Loevner Global Equity Rsrch Inv HLGNX 1.59 4.74 0.55 18.12 --- ---
Harding Loevner Global Equity Instl Z HLGZX 1.71 5.90 1.00 --- --- ---
Harding Loevner Global Equity Advisor HLMGX 1.71 5.78 0.95 18.79 12.59 12.41
Harding Loevner Global Equity Inst HLMVX 1.68 5.86 0.97 18.99 12.85 12.68
Harding Loevner Global Equity RsrchInstl HLRGX 1.58 4.81 0.55 18.27 --- ---
Harbor Global Leaders Retirement HNGIX 4.41 10.64 4.21 23.46 --- ---
Harbor Global Leaders Admin HRGAX 4.41 10.47 4.12 23.03 10.25 12.02
Hotchkis & Wiley Global Value A HWGAX -0.95 3.59 1.95 13.16 7.89 ---
Hotchkis & Wiley Global Value I HWGIX -0.95 3.74 1.95 13.40 8.15 9.68
Voya Global Equity Dividend A IAGEX -1.77 -2.49 -2.03 6.10 4.74 6.08
Invesco Global Opportunities A IAOPX -2.23 1.67 -0.70 13.36 8.76 10.16
Ivy Global Equity Income A IBIAX -1.83 0.23 -0.57 10.67 5.83 7.73
Ivy Global Equity Income B IBIBX -1.94 -0.11 -0.75 9.87 5.14 7.02
Ivy Global Equity Income C IBICX -1.92 -0.16 -0.73 9.90 5.15 7.04
Ivy Global Equity Income E IBIEX -1.80 --- -0.55 --- --- ---
Ivy Global Equity Income I IBIIX -1.83 0.30 -0.50 10.92 6.19 8.10
Ivy Global Equity Income Y IBIYX -1.90 0.18 -0.57 10.68 5.93 7.84
Ivy Cundill Global Value A ICDAX -2.69 -2.33 -1.70 9.88 3.93 3.70
Ivy Cundill Global Value B ICDBX -2.75 -2.92 -2.06 8.40 2.62 2.44
Ivy Cundill Global Value C ICDCX -2.75 -2.64 -1.93 9.19 3.31 3.07
Ivy Cundill Global Value Y ICDYX -2.60 -2.19 -1.63 10.14 4.19 3.93
Voya Global Equity Dividend C ICGEX -1.78 -2.84 -2.25 5.38 3.97 5.28
VY® Templeton Global Growth S2 ICGGX 0.00 -0.26 -0.62 7.93 5.36 6.40
Ivy Cundill Global Value N ICNGX -2.57 -2.02 -1.56 10.56 4.59 ---
Invesco Global Opportunities C ICOPX -2.28 1.33 -0.83 12.56 7.94 9.33
Ivy Cundill Global Value I ICVIX -2.63 -2.12 -1.61 10.35 4.42 4.17
Voya Global Equity Dividend O IDGEX -1.77 -2.50 -2.03 6.11 4.75 6.07
Columbia Global Equity Value A IEVAX -3.38 -3.16 -3.43 7.65 5.04 7.22
Invesco Global Opportunities R6 IFOPX -2.17 1.78 -0.58 13.71 9.01 10.43
Voya Global Equity Dividend I IGEIX -1.77 -2.42 -2.03 6.34 4.99 6.33
Voya Global Equity Dividend W IGEWX -1.71 -2.42 -2.01 6.36 5.01 6.35
VY® Morgan Stanley Global Franchise A IGFAX 4.35 3.24 3.30 11.09 11.49 9.85
VY® Morgan Stanley Global Franchise S2 IGFSX 4.42 3.37 3.42 11.36 11.74 10.07
VY® Templeton Global Growth A IGGAX 0.00 -0.27 -0.64 7.79 5.15 6.20
Voya Global Equity Port A IGHAX 0.09 0.10 -1.25 9.98 6.19 8.06
Voya Global Equity Port S IGHSX 0.18 0.17 -1.16 10.29 6.49 8.35
Ivy Global Growth I IGIIX 2.81 9.72 2.04 21.61 8.96 9.77
Columbia Select Global Equity A IGLGX 2.28 7.84 2.13 16.13 11.91 10.88
VY® Oppenheimer Global A IGMAX 2.36 5.28 0.89 20.48 10.16 11.75
VY® Oppenheimer Global I IGMIX 2.43 5.51 1.03 21.11 10.72 12.32
VY® Oppenheimer Global S IGMSX 2.39 5.39 0.93 20.79 10.44 12.03
Voya Global Equity W IGVWX 0.19 0.22 -1.09 10.21 6.73 7.60
Ivy Global Equity Income N IICNX -1.80 0.38 -0.47 11.09 6.34 ---
VY® Templeton Global Growth I IIGGX 0.00 0.00 -0.44 8.41 5.78 6.84
Voya Global Equity Port I IIGZX 0.18 0.35 -1.07 10.59 6.76 ---
Thrivent Large Cap Stock S IILGX 0.28 4.94 1.74 15.01 9.25 10.87
Invesco Global Opportunities R5 IIOPX -2.22 1.78 -0.64 13.63 9.01 10.42
Ivy ProShares MSCI ACWI Index N IMCNX 0.41 1.83 -0.36 13.01 --- ---
Ivy ProShares MSCI ACWI Index R IMCRX 0.39 1.54 -0.47 12.18 --- ---
Transamerica Global Equity A IMNAX 1.01 1.16 0.43 12.44 8.44 8.32
Transamerica Global Equity B IMNBX 0.95 0.80 0.29 11.65 7.63 7.49
Transamerica Global Equity C IMNCX 1.03 0.88 0.29 11.66 7.66 7.53
Ivy ProShares MSCI ACWI Index A IMWAX 0.43 1.79 -0.34 12.70 --- ---
Ivy ProShares MSCI ACWI Index E IMWEX 0.39 1.87 -0.39 12.89 --- ---
Ivy ProShares MSCI ACWI Index I IMWIX 0.40 1.82 -0.37 13.00 --- ---
VY® Oppenheimer Global S2 IOGPX 2.36 5.29 0.87 20.59 10.26 11.86
Invesco Global Opportunities R IROPX -2.19 1.50 -0.70 13.07 8.46 9.85
VY® Templeton Global Growth S ISGGX -0.09 -0.26 -0.61 8.09 5.51 6.55
Ivy Global Growth N ITGRX 2.83 9.82 2.09 21.82 9.15 ---
VY® Morgan Stanley Global Franchise S IVGTX 4.44 3.45 3.45 11.50 11.89 10.22
Ivy Global Growth B IVIBX 2.71 9.08 1.69 20.11 7.43 8.26
Ivy Global Growth A IVINX 2.78 9.60 1.98 21.27 8.60 9.39
Ivy Global Growth Y IVIYX 2.79 9.60 1.97 21.32 8.70 9.50
Ivy Global Growth C IVNCX 2.71 9.14 1.72 20.29 7.77 8.55
Voya Global Equity Port S2 IWTTX 0.09 0.11 -1.24 10.17 6.31 ---
Ivy Cundill Global Value R IYCUX -2.64 -2.33 -1.71 9.78 3.83 3.58
Ivy Global Equity Income R IYGEX -1.88 0.02 -0.69 10.29 5.55 7.43
Ivy Global Growth R IYIGX 2.76 9.42 1.90 20.90 8.33 9.13
Invesco Global Opportunities Y IYOPX -2.17 1.78 -0.58 13.70 9.04 10.42
Janus Henderson Global Select D JANRX -0.06 3.45 -0.34 17.15 7.78 10.56
Janus Henderson Global Research D JANWX 1.34 5.36 1.78 16.61 7.82 10.68
Janus Henderson VIT Global Rsrch Instl JAWGX 1.35 5.37 1.83 16.70 7.88 10.78
Janus Henderson Global Research T JAWWX 1.33 5.31 1.76 16.51 7.74 10.60
Janus Henderson Global Inc Mgd Volatil T JDGTX 0.77 -2.38 -0.27 -0.05 8.01 7.29
Janus Henderson Global Research A JDWAX 1.32 5.20 1.70 16.25 7.53 10.42
Janus Henderson Global Research N JDWNX 1.37 5.45 1.83 --- --- ---
Janus Henderson Global Research R JDWRX 1.29 5.07 1.61 15.91 7.19 10.04
JPMorgan Global Research Enhanced Idx I JEITX 0.96 2.07 0.70 12.90 8.49 10.05
JPMorgan Global Research Enhanced Idx R6 JEIYX 0.97 2.09 0.70 --- --- ---
JPMorgan Global Unconstrained Equity C JFECX 1.25 1.43 -0.70 11.73 5.99 8.53
JPMorgan Global Unconstrained Equity R5 JFETX 1.34 1.87 -0.46 12.82 6.99 9.57
JPMorgan Global Unconstrained Equity R6 JFEUX 1.34 1.93 -0.46 12.89 7.06 9.63
JHancock Fundamental Global Fran A JFGAX 2.97 2.23 1.34 11.18 12.04 11.11
JHancock Fundamental Global Franchise R6 JFGFX 3.04 2.38 1.50 11.56 --- ---
JHancock Fundamental Global Fran I JFGIX 2.96 2.38 1.42 11.47 12.39 11.49
JPMorgan Global Unconstrained Equity A JFUAX 1.29 1.70 -0.57 12.35 6.51 9.08
Janus Henderson Global Inc Mgd Volatil A JGDAX 0.78 -2.41 -0.28 -0.11 7.89 7.19
Janus Henderson Global Inc Mgd Volatil C JGDCX 0.70 -2.73 -0.49 -0.80 7.10 6.40
Janus Henderson Global Inc Mgd Volatil D JGDDX 0.71 -2.34 -0.32 0.05 8.11 7.38
Janus Henderson Global Inc Mgd Volatil I JGDIX 0.71 -2.30 -0.31 0.12 8.20 7.49
Janus Henderson Global Inc Mgd Volatil S JGDSX 0.75 -2.46 -0.33 -0.17 7.87 7.18
JHancock Global Equity C JGECX -0.26 -2.82 -2.32 2.11 4.36 ---
JHancock Global Equity I JGEFX -0.17 -2.31 -1.97 3.19 5.40 7.76
JHancock Global Equity R6 JGEMX -0.17 -2.31 -2.06 3.28 5.51 ---
JHancock Global Equity R2 JGERX -0.26 -2.56 -2.14 2.84 5.11 ---
JHancock Global Equity R4 JGETX -0.17 -2.40 -2.06 3.13 5.33 ---
Janus Henderson Global Inc Mgd Volatil N JGGNX 0.72 -2.27 -0.28 --- --- ---
JHancock Global Shareholder Yield R6 JGRSX -0.97 -4.04 -0.84 1.76 4.83 6.32
JHancock Global Shareholder Yield R2 JGSRX -0.97 -4.33 -0.97 1.25 4.28 5.75
Janus Henderson Global Value T JGVAX -0.27 -2.04 -1.52 6.22 4.77 6.14
JHancock Global Shareholder Yield A JGYAX -0.97 -4.22 -0.94 1.41 4.42 5.88
JHancock Global Shareholder Yield B JGYBX -1.06 -4.58 -1.13 0.65 3.65 5.08
JHancock Global Shareholder Yield C JGYCX -0.97 -4.57 -1.13 0.65 3.66 5.13
JHancock Global Shareholder Yield I JGYIX -0.88 -4.06 -0.87 1.75 4.71 6.22
JHancock Global Equity A JHGEX -0.26 -2.48 -2.15 2.81 5.08 7.44
JPMorgan Global Unconstrained Equity I JMESX 1.33 1.87 -0.51 12.72 6.89 9.43
Janus Henderson Global Value D JNGOX -0.27 -2.10 -1.58 6.21 4.80 6.18
JOHCM Global Equity I JOGEX 1.74 10.03 1.21 26.13 6.45 11.48
JOHCM Global Equity Instl JOGIX 1.74 10.08 1.21 26.20 6.53 11.57
Janus Henderson Global Select A JORAX -0.17 3.24 -0.46 16.85 7.54 10.39
Janus Henderson Global Select C JORCX -0.18 2.97 -0.58 15.97 6.72 9.49
Janus Henderson Global Select I JORFX -0.06 3.50 -0.29 17.19 7.89 10.71
Janus Henderson Global Select S JORIX -0.17 3.16 -0.51 16.63 7.40 10.20
Janus Henderson Global Select T JORNX -0.11 3.38 -0.34 17.08 7.71 10.50
Janus Henderson Global Select R JORRX -0.17 3.10 -0.57 16.39 7.12 9.93
Janus Henderson Global Value A JPPAX -0.34 -2.18 -1.59 6.05 4.63 6.03
Janus Henderson Global Value C JPPCX -0.34 -2.50 -1.77 5.26 3.89 5.25
Janus Henderson Global Value I JPPIX -0.27 -2.07 -1.54 6.27 4.90 6.29
Janus Henderson Global Value N JPPNX -0.21 -1.95 -1.48 6.47 5.03 6.40
Janus Henderson Global Value S JPPSX -0.53 -2.99 -2.42 5.03 4.22 5.70
Janus Henderson Global Select N JSLNX -0.11 3.44 -0.34 --- --- ---
Jackson Square Global Growth Instl JSPTX 5.63 10.70 5.59 26.80 --- ---
Jackson Square Global Growth IS JSPUX 5.63 10.70 5.58 26.77 --- ---
Janus Henderson Global Research S JWGRX 1.31 5.19 1.69 16.22 7.46 10.32
Janus Henderson Global Research C JWWCX 1.25 4.90 1.52 15.52 6.81 9.64
Janus Henderson Global Research I JWWFX 1.36 5.41 1.81 16.72 7.92 10.78
QS Global Dividend IS LDIFX 1.16 1.36 1.04 7.84 8.46 8.78
QS Global Dividend FI LDIGX 1.08 1.10 0.94 7.28 7.96 ---
Lord Abbett Global Equity Research A LGCAX 0.60 3.72 -0.34 14.84 --- ---
Lord Abbett Global Equity Research C LGCCX 0.52 3.38 -0.60 13.97 --- ---
Lord Abbett Global Equity Research F LGCFX 0.60 3.72 -0.34 14.96 --- ---
Lord Abbett Global Equity Research F3 LGCOX 0.69 3.90 -0.26 15.17 --- ---
Lord Abbett Global Equity Research R2 LGCQX 0.60 3.55 -0.51 14.37 --- ---
Lord Abbett Global Equity Research R3 LGCRX 0.60 3.63 -0.43 14.57 --- ---
Lord Abbett Global Equity Research R4 LGCSX 0.60 3.72 -0.34 14.82 --- ---
Lord Abbett Global Equity Research R5 LGCVX 0.69 3.81 -0.26 15.05 --- ---
Lord Abbett Global Equity Research R6 LGCWX 0.60 3.81 -0.34 15.07 --- ---
Lord Abbett Global Equity Research I LGCYX 0.69 3.81 -0.26 15.05 --- ---
QS Global Dividend A LGDAX 1.08 1.18 0.95 7.46 --- ---
QS Global Dividend C LGDCX 1.00 0.83 0.83 6.67 --- ---
Leuthold Global Industries Institutional LGIIX -0.74 -2.30 -4.18 12.09 5.63 9.10
Leuthold Global Industries Retail LGINX -0.80 -2.42 -4.26 11.78 5.36 8.84
Longleaf Partners Global LLGLX -0.52 2.95 1.25 8.02 11.15 9.18
QS Global Equity 1 LMPEX 0.06 0.92 -0.06 15.74 9.45 12.11
QS Global Dividend A2 LMQSX 1.08 1.09 0.94 7.25 7.94 ---
Loomis Sayles Global Growth A LSAGX 2.99 4.47 -0.29 17.24 --- ---
Loomis Sayles Global Growth C LSCGX 2.87 4.13 -0.51 16.37 --- ---
Loomis Sayles Global Growth Y LSGGX 2.98 4.62 -0.22 17.54 --- ---
Loomis Sayles Global Growth N LSNGX 2.98 4.62 -0.29 17.58 --- ---
Lazard Global Strategic Equity Instl LSTIX 0.85 3.03 -0.42 14.36 7.69 ---
Lazard Global Strategic Equity Open LSTOX 0.85 3.04 -0.42 14.15 7.41 ---
LSV Global Managed Volatility Instl LSVFX -0.18 -0.36 -0.98 9.38 7.11 ---
LSV Global Value Institutional LSVGX -0.85 -1.19 -2.84 11.79 6.73 ---
QS Global Dividend I LTTMX 1.16 1.32 1.01 7.77 8.34 ---
LSV Global Managed Volatility Investor LVAFX -0.18 -0.45 -1.06 9.08 6.83 ---
LSV Global Value Investor LVAGX -0.85 -1.27 -2.84 11.54 6.51 ---
Lazard Equity Franchise Inst Shr LZFIX -0.09 2.89 -0.28 --- --- ---
Lazard Equity Franchise Open Shares LZFOX -0.19 2.70 -0.37 --- --- ---
BlackRock Long-Horizon Equity Instl MAEGX 2.41 4.22 1.87 14.30 4.84 6.88
BlackRock Advantage Global Institutional MAGCX 1.09 2.62 -0.22 17.19 7.14 9.69
BlackRock Long-Horizon Equity Inv C MCEGX 2.36 3.71 1.59 13.12 3.77 5.77
BlackRock Advantage Global Investor C MCGCX 0.99 2.17 -0.46 15.99 5.94 8.47
BlackRock Long-Horizon Equity Inv A MDEGX 2.34 4.06 1.72 13.94 4.56 6.58
BlackRock Advantage Global Investor A MDGCX 1.05 2.46 -0.33 16.83 6.78 9.33
Franklin Mutual Global Discovery Z MDISX -0.55 0.62 0.62 3.50 4.93 7.33
MainStay Epoch Capital Growth A MECDX 2.53 5.36 1.98 17.60 --- ---
MainStay Epoch Capital Growth C MECEX 2.48 4.91 1.69 16.47 --- ---
MainStay Epoch Capital Growth I MECFX 2.53 5.43 1.98 17.85 --- ---
MainStay Epoch Capital Growth Inv MECVX 2.53 5.28 1.91 17.35 --- ---
MFS® Global Equity R2 MEQRX 0.81 0.21 -0.38 7.49 7.59 8.81
Lazard Managed Equity Volatility Instl MEVIX 1.39 0.78 0.95 9.06 8.43 ---
Lazard Managed Equity Volatility Open MEVOX 1.39 0.69 0.87 8.65 8.09 ---
MassMutual Premier Global A MGFAX 2.33 4.97 0.68 20.20 9.95 11.49
MassMutual Premier Global Adm MGFLX 2.30 5.12 0.80 20.52 10.24 11.77
MassMutual Premier Global R3 MGFNX 2.28 4.86 0.62 19.98 9.78 11.34
MassMutual Premier Global R4 MGFRX 2.29 5.03 0.69 20.25 10.05 ---
MassMutual Premier Global R5 MGFSX 2.30 5.18 0.80 20.66 10.44 12.00
MassMutual Premier Global Svc MGFYX 2.32 5.16 0.80 20.64 10.35 11.90
MassMutual Premier Global I MGFZX 2.30 5.19 0.80 20.79 10.54 ---
Morgan Stanley Inst Global Opp I MGGIX 3.38 16.00 5.39 37.91 21.72 25.23
Morgan Stanley Inst Global Opp L MGGLX 3.37 15.77 5.29 37.32 21.21 24.72
Morgan Stanley Inst Global Opp A MGGPX 3.37 15.80 5.26 37.42 21.32 24.81
Morgan Stanley Inst Global Franchise IS MGISX 4.36 3.52 3.44 11.78 12.13 ---
Marsico Global MGLBX 5.63 16.89 4.26 34.92 14.44 14.56
Morgan Stanley Inst Global Sustain A MGQAX 4.68 6.11 4.18 12.70 11.14 ---
Morgan Stanley Inst Global Sustain I MGQIX 4.66 6.26 4.17 12.98 11.51 ---
Morgan Stanley Inst Global Sustain L MGQLX 4.62 5.80 3.96 12.09 10.56 ---
Morgan Stanley Inst Global Sustain IS MGQSX 4.66 6.26 4.25 13.04 11.53 ---
Morgan Stanley Inst Global Opp IS MGTSX 3.37 15.96 5.37 37.94 21.78 ---
MFS® Global Growth R2 MGWRX 3.04 5.62 1.93 17.38 11.05 10.62
MH Elite Select Portfolio of Funds MHESX -0.33 -1.01 -0.49 8.13 4.40 4.70
Morgan Stanley Inst Global Advtg I MIGIX 5.04 12.18 3.41 29.61 16.29 15.21
Morgan Stanley Inst Global Advtg L MIGLX 4.96 11.80 3.13 28.53 15.28 14.22
Morgan Stanley Inst Global Advtg A MIGPX 4.99 12.03 3.27 29.25 15.87 14.81
BlackRock Advantage Global K MKGCX 1.09 --- -0.18 --- --- ---
Morgan Stanley Instl Global Core A MLMAX 0.17 -0.41 -3.42 9.81 --- ---
Morgan Stanley Instl Global Core C MLMCX 0.17 -0.75 -3.62 9.01 --- ---
Morgan Stanley Instl Global Core I MLMIX 0.16 -0.25 -3.34 10.21 --- ---
Morgan Stanley Instl Global Core IS MLMSX 0.16 -0.25 -3.41 10.13 --- ---
Morgan Stanley Instl Glbl Concntr A MLNAX -0.40 1.78 -3.45 12.49 --- ---
Morgan Stanley Instl Glbl Concntr C MLNCX -0.56 1.39 -3.64 11.54 --- ---
Morgan Stanley Instl Glbl Concntr I MLNIX -0.39 1.93 -3.36 12.80 --- ---
Morgan Stanley Instl Glbl Concntr IS MLNSX -0.39 1.93 -3.36 12.82 --- ---
BlackRock Long-Horizon Equity R MREGX 2.33 3.89 1.64 13.58 4.15 6.13
BlackRock Advantage Global R MRGSX 1.05 2.40 -0.36 16.56 6.42 8.96
Morningstar Gbl Div Yld Foc GR USD MSDI06GU -1.05 -5.75 -2.79 1.16 3.87 4.66
Morningstar Gbl xJpn Div Yld Foc GR USD MSDI07GU -1.07 -5.86 -2.85 1.17 3.83 4.50
Morningstar DM xJpn Div Yld Foc GR USD MSDI19GU -0.76 -5.48 -1.78 1.46 4.65 5.14
Morningstar DM Wide Moat Focus GR USD MSDIDMGU 3.25 6.94 3.27 18.74 13.12 12.51
Morningstar DM Wide Moat Focus NR USD MSDIDMNU 3.19 6.62 3.09 18.13 12.51 11.85
Morningstar DM Wide Moat Focus PR USD MSDIDMPU 3.05 5.73 2.55 16.27 10.57 9.85
Morningstar DM Div Yld Foc GR USD MSDIDYGU -0.50 -5.64 -1.84 0.04 5.86 6.01
Morningstar DM Div Yld Foc NR USD MSDIDYNU -0.56 -6.11 -2.12 -0.85 4.90 5.06
Morningstar DM Div Yld Foc PR USD MSDIDYPU -0.80 -7.82 -3.14 -3.90 1.57 1.65
Morningstar Exp Tech Moat Foc NR USD MSDIEMIN 2.40 3.62 0.40 12.11 8.94 ---
Morningstar Exp Tech Moat Foc PR USD MSDIEMIP 2.03 2.66 -0.23 10.20 7.16 ---
Morningstar Exp Tech Moat Foc GR USD MSDIEMIT 2.49 3.93 0.59 12.69 9.53 ---
Morningstar DM LC Div Leaders GR USD MSDMDLGU -2.11 -4.63 -2.83 4.40 6.88 6.87
Morningstar DM LC Div Leaders NR USD MSDMDLNU -2.24 -5.25 -3.31 3.36 5.92 5.89
Morningstar DM LC Div Leaders PR USD MSDMDLPU -2.71 -7.34 -4.84 -0.19 2.17 2.19
Morningstar DM GR USD MSDMUSDG 1.05 3.00 1.11 14.43 9.60 10.85
Morningstar DM NR USD MSDMUSDN 0.98 2.69 0.90 13.82 8.98 10.23
Morningstar DM PR USD MSDMUSDP 0.76 1.66 0.20 11.78 6.94 8.19
Morningstar DM Sustainability DYF PR USD MSEGDSDG -1.07 -7.56 -4.06 -1.92 1.37 1.59
Morningstar DM Sustainability DYF GR USD MSEGDSDN -0.89 -5.17 -2.54 2.14 5.57 5.87
Morningstar DM Sustainability DYF NR USD MSEGDSDP -0.93 -5.73 -2.89 1.18 4.58 4.85
Morningstar GblMkt Sustainability GR USD MSEGGMGU 0.24 1.50 -0.56 12.96 8.88 9.59
Morningstar GblMkt Sustainability NR USD MSEGGMNU 0.17 1.17 -0.79 12.31 8.22 8.93
Morningstar GblMkt Sustainability PR USD MSEGGMPU -0.08 0.06 -1.57 10.13 6.03 6.78
Morningstar GblMkt Large-Mid GR USD MSEGGMUG 0.45 2.05 -0.14 13.96 9.14 10.06
Morningstar GblMkt Large-Mid NR USD MSEGGMUN 0.38 1.75 -0.34 13.35 8.54 9.46
Morningstar GblMkt Large-Mid PR USD MSEGGMUP 0.15 0.72 -1.06 11.19 6.42 7.37
Morningstar Global Sust DYF GR USD MSEGGSDG -0.96 -4.41 -2.92 3.19 6.41 6.38
Morningstar Global Sust DYF NR USD MSEGGSDN -1.00 -4.91 -3.23 2.30 5.45 5.41
Morningstar Global Sust DYF PR USD MSEGGSDP -1.15 -6.59 -4.26 -0.74 2.35 2.28
Morningstar DM Large-Mid Cap GR USD MSEGLMGU 0.95 2.89 0.94 14.28 9.50 10.64
Morningstar DM Large-Mid Cap NR USD MSEGLMNU 0.88 2.57 0.73 13.65 8.87 10.01
Morningstar DM Large-Mid Cap PR USD MSEGLMPU 0.66 1.52 0.01 11.59 6.81 7.96
MM Select Equity Asset I MSEJX 1.17 2.72 0.83 13.68 --- ---
Morningstar Exponential Tech NR USD MSEXPONU 2.75 6.81 0.02 20.70 15.03 ---
Morningstar Exponential Tech PR USD MSEXPOPU 2.53 5.98 -0.59 19.19 13.44 ---
Morningstar Exponential Tech TR USD MSEXPOTU 2.83 7.10 0.23 21.20 15.56 ---
Morgan Stanley Inst Global Franchise I MSFAX 4.32 3.48 3.40 11.65 12.05 10.44
Morgan Stanley Inst Global Franchise A MSFBX 4.34 3.35 3.35 11.43 11.78 10.15
Morgan Stanley Inst Global Franchise L MSFLX 4.27 3.10 3.19 10.85 11.23 9.62
Morgan Stanley Inst Global Franchise C MSGFX 4.25 2.98 3.15 10.55 --- ---
Morningstar Gbl Mkts GR USD MSGMUSDG 0.57 2.19 0.06 14.17 9.32 10.22
Morningstar Gbl Mkts NR USD MSGMUSDN 0.50 1.90 -0.14 13.58 8.73 9.64
Morningstar Gbl Mkts PR USD MSGMUSDP 0.27 0.89 -0.85 11.48 6.64 7.57
Morgan Stanley Inst Global Sustain C MSGQX 4.52 5.71 3.93 11.74 10.27 ---
Morgan Stanley Inst Global Opp C MSOPX 3.27 15.43 5.09 36.47 20.46 ---
Morgan Stanley Inst Global Advtg C MSPTX 4.96 11.64 3.10 28.27 15.01 ---
Mundoval MUNDX 0.99 4.14 0.60 15.40 6.76 7.99
MFS® Low Volatility Global Equity A MVGAX 0.98 0.31 0.99 6.89 7.41 ---
MFS® Low Volatility Global Equity B MVGBX 0.91 -0.08 0.76 6.08 6.53 ---
MFS® Low Volatility Global Equity C MVGCX 0.99 0.00 0.84 6.11 6.54 ---
MFS® Low Volatility Global Equity I MVGIX 1.06 0.44 1.13 7.21 7.62 ---
MFS® Low Volatility Global Equity R1 MVGJX 0.99 -0.08 0.83 6.12 6.55 ---
MFS® Low Volatility Global Equity R2 MVGKX 0.98 0.17 0.93 6.65 7.07 ---
MFS® Low Volatility Global Equity R3 MVGLX 1.06 0.38 1.07 6.98 7.37 ---
MFS® Low Volatility Global Equity R4 MVGMX 1.06 0.44 1.13 7.20 7.61 ---
MFS® Low Volatility Global Equity R6 MVGNX 1.14 0.53 1.14 7.26 7.70 ---
MFS® Global Equity B MWEBX 0.78 -0.02 -0.52 6.98 7.06 8.28
MFS® Global Equity C MWECX 0.76 -0.03 -0.52 6.96 7.05 8.27
MFS® Global Equity A MWEFX 0.83 0.32 -0.32 7.77 7.87 9.09
MFS® Global Equity R1 MWEGX 0.77 -0.03 -0.51 6.95 7.06 8.27
MFS® Global Equity R3 MWEHX 0.84 0.32 -0.30 7.78 7.87 9.09
MFS® Global Equity I MWEIX 0.85 0.45 -0.24 8.05 8.13 9.36
MFS® Global Equity R4 MWELX 0.85 0.44 -0.27 8.02 8.13 9.36
MFS® Global Equity R6 MWEMX 0.88 0.49 -0.22 8.14 8.24 9.46
MFS® Global Growth B MWOBX 2.99 5.39 1.79 16.79 10.50 10.07
MFS® Global Growth C MWOCX 3.00 5.40 1.81 16.80 10.50 10.07
MFS® Global Growth A MWOFX 3.06 5.75 2.01 17.68 11.34 10.90
MFS® Global Growth R1 MWOGX 3.00 5.41 1.81 16.81 10.50 10.07
MFS® Global Growth R3 MWOHX 3.08 5.78 2.02 17.69 11.33 10.90
MFS® Global Growth I MWOIX 3.08 5.88 2.06 17.97 11.60 11.17
MFS® Global Growth R4 MWOJX 3.08 5.87 2.06 17.96 11.60 11.17
MFS® Global Growth R6 MWOKX 3.09 5.91 2.08 18.05 11.69 11.25
Voya Global Equity C NAWCX 0.09 -0.24 -1.32 9.08 5.66 6.53
Voya Global Equity A NAWGX 0.17 0.11 -1.15 9.90 6.45 7.33
Voya Global Equity I NAWIX 0.17 0.22 -1.11 10.16 6.71 7.60
Northern Engage360 NENGX -0.10 1.17 -0.10 --- --- ---
Columbia Global Strategic Equity Inst NGPAX 0.87 3.05 0.04 16.30 9.71 10.83
Neuberger Berman Global Equity A NGQAX 1.93 5.76 1.56 16.82 8.22 9.66
Neuberger Berman Global Equity C NGQCX 1.78 5.26 1.27 15.94 7.38 8.84
Neuberger Berman Global Equity Instl NGQIX 2.03 5.96 1.67 17.17 8.62 10.04
Columbia Global Strategic Equity C NLGCX 0.75 2.60 -0.17 15.13 8.60 9.72
Columbia Global Strategic Equity A NLGIX 0.89 3.01 0.04 16.05 9.44 10.56
American Funds New Perspective C NPFCX 2.19 6.70 0.64 17.53 10.74 11.14
American Funds New Perspective F1 NPFFX 2.27 7.06 0.83 18.40 11.55 11.96
Nuveen NWQ Global Equity Income A NQGAX -1.86 -1.03 -2.28 7.60 4.86 7.40
Nuveen NWQ Global Equity Income C NQGCX -1.94 -1.37 -2.48 6.78 4.08 6.60
Nuveen NWQ Global Equity Income I NQGIX -1.79 -0.90 -2.21 7.91 5.13 7.67
Nuveen NWQ Global Equity Income R3 NQGRX -1.86 -1.13 -2.32 7.35 --- ---
Northern Global Sustainability Index NSRIX 0.99 2.29 0.63 12.69 8.45 9.49
Nuveen Santa Barbara Global Div Gr A NUGAX 1.18 1.19 1.57 10.51 7.10 8.25
Nuveen Santa Barbara Global Div Gr C NUGCX 1.14 0.82 1.37 9.66 6.30 7.44
Nuveen Santa Barbara Global Div Gr I NUGIX 1.25 1.29 1.67 10.79 7.36 8.52
Nuveen Santa Barbara Global Div Gr R3 NUGRX 1.22 1.09 1.54 10.25 6.84 7.98
Virtus Vontobel Global Opportunities A NWWOX 2.89 2.58 0.36 12.31 12.00 10.66
Oppenheimer Equity Inv A OAAIX 1.33 3.20 0.48 13.64 8.05 9.49
Oakmark Global Investor OAKGX -0.15 0.60 -0.95 14.87 7.53 8.90
Oakmark Global Select Investor OAKWX -2.14 -2.64 -3.29 5.66 8.00 9.39
Oakmark Global Institutional OANGX -0.15 0.66 -0.92 15.07 --- ---
Oakmark Global Select Institutional OANWX -2.13 -2.59 -3.29 5.80 --- ---
Oakmark Global Service OARGX -0.18 0.47 -1.01 14.56 7.19 8.54
Oakmark Global Advisor OAYGX -0.15 0.63 -0.92 14.98 --- ---
Oakmark Global Select Advisor OAYWX -2.19 -2.64 -3.34 5.71 --- ---
Oppenheimer Equity Inv C OCAIX 1.26 2.78 0.27 12.72 7.22 8.68
O'Shaughnessy Enhanced Dividend I OFDIX -2.21 2.45 -1.98 17.65 8.89 5.95
Oppenheimer Global C OGLCX 2.25 4.85 0.68 19.69 9.72 11.23
Oppenheimer Global I OGLIX 2.36 5.42 0.99 21.12 11.03 12.55
Oppenheimer Global R OGLNX 2.29 5.09 0.81 20.30 10.28 11.78
Oppenheimer Global Y OGLYX 2.34 5.32 0.94 20.89 10.83 12.34
Oppenheimer Equity Inv R ONAIX 1.28 3.04 0.37 13.30 7.76 9.22
OFI Pictet Global Environmental Solu I OPEIX 1.08 2.69 -1.53 --- --- ---
OFI Pictet Global Environmental Solu Y OPEYX 1.08 2.59 -1.62 --- --- ---
Oppenheimer Global A OPPAX 2.32 5.21 0.88 20.61 10.56 12.07
Old Westbury Large Cap Strategies OWLSX 1.56 3.32 0.88 12.33 7.52 9.68
Oppenheimer Equity Inv Y OYAIX 1.32 3.29 0.53 13.88 8.30 9.76
T. Rowe Price Global Growth Stock Adv PAGLX 2.58 8.13 1.22 21.92 12.28 13.18
T. Rowe Price Global Stock Adv PAGSX 3.67 10.70 1.31 24.42 15.59 16.38
Putnam Global Equity B PEQBX 0.35 3.27 1.47 16.32 6.73 8.19
Putnam Global Equity M PEQMX 0.32 3.38 1.50 16.53 6.98 8.46
Putnam Global Equity A PEQUX 0.37 3.62 1.68 17.15 7.52 9.01
Putnam Global Equity Y PEQYX 0.42 3.75 1.69 17.49 7.79 9.29
RiskPro® PFG Global 30+ R PFDGX 0.70 0.10 -1.18 --- --- ---
RiskPro® Aggressive 30+ R PFLWX 0.20 0.71 0.20 --- --- ---
PIMCO RAE Fundamental Global A PFQAX -1.58 -0.35 -1.40 12.46 9.08 ---
PIMCO RAE Fundamental Global C PFQCX -1.69 -0.72 -1.60 11.69 8.27 ---
PIMCO RAE Fundamental Global Instl PFQIX -1.56 -0.18 -1.31 12.85 9.43 ---
PIMCO RAE Fundamental Global I2 PFQPX -1.57 -0.26 -1.31 12.84 9.33 ---
RiskPro® 30+ R PFSEX 2.35 4.08 1.26 --- --- ---
RiskPro® PFG 30+ R PFSMX 1.77 4.03 1.77 --- --- ---
RiskPro® PFG Aggr 30+ R PFSUX 0.70 1.81 -0.49 --- --- ---
Pioneer Global Equity K PGEKX -0.31 0.06 -1.75 15.51 8.08 ---
American Funds Global Growth Port A PGGAX 1.04 4.78 0.11 16.90 10.02 10.69
American Funds Global Growth Port F1 PGGFX 1.04 4.78 0.11 16.88 9.98 10.62
Polen Global Growth Institutional PGIIX 5.59 12.86 4.76 26.26 15.75 ---
Polen Global Growth Investor PGIRX 5.57 12.74 4.66 25.93 --- ---
Principal Global Opportunities A PGLAX -0.16 0.72 -1.25 10.56 5.64 ---
Putnam Global Equity R6 PGLEX 0.42 3.80 1.74 17.67 7.95 9.45
Putnam Global Equity R PGLRX 0.37 3.51 1.63 16.88 7.25 8.75
Principal Global Opportunities C PGOCX -0.24 0.40 -1.50 9.69 4.84 ---
Principal Global Opportunities Instl PGOIX -0.16 1.03 -1.16 11.17 6.30 8.67
Dreyfus Worldwide Growth C PGRCX 1.43 0.49 0.03 9.58 8.63 8.23
Dreyfus Worldwide Growth A PGROX 1.49 0.81 0.19 10.36 9.43 9.03
Pioneer Global Equity Y PGSYX -0.31 0.06 -1.74 15.46 8.10 10.90
Polaris Global Value PGVFX 0.69 0.76 0.83 10.44 8.84 11.00
American Funds Global Growth Port F2 PGWFX 1.09 4.89 0.23 17.22 10.26 10.91
American Funds Global Growth Port F3 PGXFX 1.09 4.96 0.23 17.34 --- ---
Virtus KAR Global Quality Dividend I PIPTX 0.55 -1.34 1.52 2.95 6.33 8.54
Portfolio 21 Global Equity Instl PORIX 1.05 3.11 0.64 15.69 10.40 9.67
Portfolio 21 Global Equity R PORTX 1.03 3.00 0.57 15.36 10.13 9.38
Putnam Global Sector A PPGAX 1.21 4.67 1.46 15.35 8.51 10.36
Putnam Global Sector B PPGBX 1.16 4.26 1.32 14.50 7.72 9.53
Putnam Global Sector C PPGCX 1.16 4.27 1.24 14.50 7.71 9.53
Putnam Global Sector M PPGMX 1.13 4.42 1.38 14.72 7.98 9.82
Putnam Global Sector R PPGSX 1.21 4.50 1.46 15.08 8.26 10.08
Putnam Global Sector Y PPGYX 1.20 4.74 1.53 15.57 8.80 10.63
Virtus KAR Global Quality Dividend A PPTAX 0.55 -1.48 1.46 2.65 6.07 8.25
Virtus KAR Global Quality Dividend C PPTCX 0.42 -1.86 1.21 1.83 5.25 7.44
Pioneer Global Equity R PRGEX -0.31 -0.25 -1.88 14.64 --- ---
T. Rowe Price Global Stock PRGSX 3.69 10.85 1.39 24.83 15.92 16.70
T. Rowe Price Instl Glbl Val Eq PRIGX -0.68 -1.72 -1.58 6.58 6.33 10.06
PGIM Jennison Global Opportunities A PRJAX 7.29 16.21 4.59 35.33 16.36 17.39
PGIM Jennison Global Opportunities C PRJCX 7.22 15.86 4.41 34.31 15.47 16.52
PGIM Jennison Global Opportunities R6 PRJQX 7.33 16.40 4.68 35.77 16.75 ---
PGIM Jennison Global Opportunities Z PRJZX 7.31 16.36 4.65 35.71 16.63 17.69
Putnam Global Equity C PUGCX 0.33 3.24 1.46 16.35 6.72 8.19
Pax Ellevate Glbl Women’s Ldrsp Indv Inv PXWEX 1.46 2.52 1.30 14.18 9.71 10.35
Pax Ellevate Glbl Women’s Ldrsp Inst PXWIX 1.49 2.67 1.38 14.51 9.99 10.63
American Funds Global Growth Port R2E REBGX 1.05 4.63 0.06 16.44 9.79 ---
Columbia Global Equity Value C REVCX -3.77 -3.79 -3.93 6.48 4.15 6.35
Columbia Global Equity Value R REVRX -3.45 -3.35 -3.56 7.25 4.77 6.94
Ranger Quest For Income and Growth Instl RFIDX 0.08 1.21 0.11 10.03 5.32 4.78
Ranger Quest for Income and Growth Inv RFTDX 0.08 1.06 -0.04 9.77 4.92 4.46
Columbia Select Global Equity C RGCEX 2.23 7.47 1.89 15.19 11.07 10.05
Russell Inv Global Equity M RGDTX 0.91 2.69 0.82 13.66 --- ---
Russell Inv Global Equity A RGEAX 0.92 2.51 0.73 13.23 8.24 9.81
Russell Inv Global Equity C RGECX 0.84 2.17 0.46 12.42 7.44 9.00
Russell Inv Global Equity E RGEEX 0.91 2.49 0.73 13.21 8.25 9.82
Columbia Select Global Equity Inst2 RGERX 2.32 8.03 2.17 16.54 12.33 11.34
Russell Inv Global Equity S RGESX 0.91 2.59 0.73 13.46 8.52 10.09
American Funds Global Growth Port R1 RGGAX 1.05 4.46 0.00 16.04 9.19 9.83
American Funds Global Growth Port R2 RGGBX 1.00 4.43 -0.06 16.04 9.18 9.82
Victory RS Global C RGGCX 0.55 3.23 0.55 15.82 9.04 10.93
American Funds Global Growth Port R4 RGGEX 1.10 4.79 0.17 16.90 10.01 10.65
American Funds Global Growth Port R5 RGGFX 1.09 4.93 0.17 17.24 10.33 10.97
American Funds Global Growth Port R6 RGGGX 1.08 4.98 0.23 17.33 10.37 11.04
T. Rowe Price Global Growth Stock I RGGIX 2.60 8.27 1.28 22.33 --- ---
Victory RS Global R RGGKX 0.62 3.49 0.68 16.45 17.28 16.06
Victory RS Global Y RGGYX 0.61 3.72 0.77 17.00 10.19 12.12
American Funds Global Growth Port R3 RGLCX 1.05 4.63 0.06 16.58 9.67 10.30
RBC Global Opportunities I RGOIX 2.13 6.44 1.99 23.12 13.60 ---
RBC Global Opportunities R6 RGORX 2.12 6.48 1.97 23.14 --- ---
American Funds Global Growth Port R5E RGTFX 1.04 4.85 0.17 17.22 --- ---
RiverFront Asset Allocation Agrsv A RLAAX --- --- --- --- --- ---
RiverFront Asset Allocation Agrsv I RLFIX 0.49 2.11 -0.36 12.45 6.84 8.73
Russell Inv Global Equity Y RLGYX 0.91 2.69 0.82 13.77 8.73 10.31
RiverFront Asset Allocation Agrsv Inv RLTAX 0.43 2.00 -0.37 12.18 6.57 8.47
RiverFront Asset Allocation Agrsv C RLTCX 0.38 1.69 -0.57 11.31 5.79 7.67
RiverFront Asset Allocation Agrsv L RLTIX 0.49 2.17 -0.30 12.47 6.85 8.75
RiverFront Asset Allocation Agrsv Inv II RLTSX 0.43 1.95 -0.43 12.11 6.57 8.46
RiverFront Asset Allocation Growth A RMBAX --- --- --- --- --- ---
Aspiriant Risk-Managed Equity Allc Adv RMEAX 0.98 0.91 -0.74 9.79 7.15 7.18
RiverFront Asset Allocation Growth Inv RMGAX 0.77 2.05 0.00 11.22 6.11 7.82
RiverFront Asset Allocation Growth C RMGCX 0.72 1.67 -0.21 10.30 5.31 7.02
RiverFront Asset Allocation Growth I RMGIX 0.78 2.14 0.07 11.51 6.39 8.07
American Funds New Perspective R1 RNPAX 2.21 6.71 0.64 17.55 10.75 11.15
American Funds New Perspective R2 RNPBX 2.21 6.72 0.66 17.57 10.76 11.17
American Funds New Perspective R3 RNPCX 2.24 6.94 0.76 18.09 11.25 11.66
American Funds New Perspective R4 RNPEX 2.27 7.07 0.84 18.44 11.58 11.99
American Funds New Perspective R5 RNPFX 2.28 7.21 0.90 18.78 11.92 12.33
American Funds New Perspective R6 RNPGX 2.30 7.25 0.94 18.86 11.98 12.39
American Funds New Perspective R5E RNPHX 2.27 7.18 0.88 18.68 --- ---
Rockefeller Equity Allocation Instl ROCKX 1.06 1.62 0.57 12.15 8.49 ---
American Funds New Perspective R2E RPEBX 2.23 6.87 0.73 17.92 11.13 ---
T. Rowe Price Global Growth Stock RPGEX 2.60 8.16 1.25 22.07 12.39 13.29
T. Rowe Price Instl Glbl Gr Eq RPIGX 2.57 8.44 1.32 22.68 12.76 13.57
Columbia Global Equity Value Adv RSEVX -3.38 -3.03 -3.36 7.87 5.30 7.49
Columbia Global Equity Value Inst2 RSEYX -3.37 -3.00 -3.34 7.94 5.40 7.59
Victory RS Global A RSGGX 0.69 3.61 0.76 16.73 9.91 11.80
American Funds Capital World Gr&Inc R2E RWBEX -0.66 2.14 -1.30 13.08 7.99 ---
American Funds Capital World Gr&Inc R1 RWIAX -0.68 2.00 -1.36 12.73 7.64 8.72
American Funds Capital World Gr&Inc R2 RWIBX -0.67 2.01 -1.36 12.73 7.65 8.75
American Funds Capital World Gr&Inc R3 RWICX -0.64 2.20 -1.27 13.25 8.13 9.21
American Funds Capital World Gr&Inc R4 RWIEX -0.62 2.34 -1.19 13.57 8.44 9.54
American Funds Capital World Gr&Inc R5 RWIFX -0.61 2.49 -1.12 13.90 8.77 9.87
American Funds Capital World Gr&Inc R6 RWIGX -0.60 2.51 -1.11 13.95 8.83 9.92
American Funds Capital World Gr&Inc R5E RWIHX -0.61 2.45 -1.14 13.81 --- ---
Deutsche World Dividend S SCGEX -0.55 1.02 1.02 3.04 4.92 5.32
Sands Capital Global Growth Inv SCGVX 3.95 13.23 1.66 28.55 15.28 14.66
Sands Capital Global Growth Inst SCMGX 3.94 13.32 1.71 28.86 15.56 14.94
Saturna Sustainable Equity SEEFX 1.43 4.43 1.01 14.69 7.44 ---
Guggenheim World Equity Income A SEQAX 1.42 2.18 0.10 10.72 7.95 8.29
Guggenheim World Equity Income P SEQPX 1.40 2.24 0.13 10.80 8.24 ---
Deutsche World Dividend A SERAX -0.58 0.93 1.00 2.82 4.67 5.08
Deutsche World Dividend C SERCX -0.65 0.58 0.78 2.06 3.89 4.31
Deutsche World Dividend Institutional SERNX -0.58 1.02 1.02 3.08 4.94 5.37
Deutsche World Dividend T SERTX -0.58 0.92 0.99 2.82 --- ---
Deutsche World Dividend R6 SERZX -0.52 1.08 1.08 3.15 4.97 ---
Guggenheim World Equity Income I SEWIX 1.43 2.32 0.16 11.02 8.24 8.59
Guggenheim World Equity Income C SFGCX 1.36 1.82 -0.07 9.96 7.13 7.48
American Beacon SGA Global Growth A SGAAX 2.22 7.33 1.38 21.13 14.42 ---
American Beacon SGA Global Growth C SGACX 2.20 6.97 1.17 20.22 13.56 ---
American Beacon SGA Global Growth Instl SGAGX 2.33 7.51 1.51 21.68 14.88 12.71
American Beacon SGA Global Growth Inv SGAPX 2.27 7.32 1.38 21.24 14.43 ---
American Beacon SGA Global Growth Y SGAYX 2.29 7.44 1.47 21.53 14.76 ---
Crossmark Steward Global Eq Inc A SGIDX 1.37 3.97 2.36 15.36 12.74 11.38
Crossmark Steward Global Eq Inc C SGIFX 1.71 3.92 2.27 --- --- ---
Crossmark Steward Global Eq Inc K SGIGX 1.47 3.59 1.96 --- --- ---
Crossmark Steward Global Eq Inc Instl SGISX 1.41 4.12 2.42 15.71 13.10 11.75
SEI Global Managed Volatility Y (SIMT) SGLYX 2.00 0.26 1.56 6.57 8.61 ---
SEI Global Managed Volatility A (SIIT) SGMAX 1.49 1.15 1.40 8.90 --- ---
SEI Global Managed Volatility I (SIMT) SGMIX 1.96 0.00 1.33 6.04 8.05 9.85
State Street Global Value Spotlight K SIAKX -1.25 -1.74 -1.91 9.56 --- ---
QS Global Equity C SILLX 0.00 0.62 -0.22 14.90 8.60 11.25
STAAR Disciplined Strategies Investor SITAX 1.29 1.15 1.64 6.65 2.09 4.52
QS Global Equity I SMYIX 0.11 1.09 0.06 16.13 9.81 12.49
FundX Sustainable Impact SRIFX 3.71 7.41 2.80 19.51 --- ---
State Street Disciplined Global Eq I SSGMX 0.80 0.64 0.00 8.67 --- ---
SEI Global Managed Volatility F (SIMT) SVTAX 2.00 0.17 1.47 6.32 8.34 10.14
SEI World Select Equity (SIIT) A SWSAX 0.53 3.15 0.17 --- --- ---
Transamerica Global Equity R6 TAGEX 1.08 1.30 0.50 12.84 8.82 ---
Transamerica Global Equity Advisor TAGQX 1.12 1.27 0.56 12.72 --- ---
Third Avenue Value Instl TAVFX -1.55 0.76 -0.32 7.03 4.97 6.73
Third Avenue Value Z TAVZX -1.53 --- -0.26 --- --- ---
Tweedy, Browne Worldwide Hi Div Yld Val TBHDX -2.45 0.29 -0.38 9.92 5.33 5.40
TD Global Low Volatility Equity Advisor TDGVX 0.66 -1.14 0.49 3.22 7.21 8.66
TD Global Low Volatility Equity Instl TDLVX 0.74 -1.05 0.58 3.43 7.37 8.76
Franklin Mutual Global Discovery A TEDIX -0.59 0.50 0.53 3.23 4.67 7.04
Franklin Mutual Global Discovery R TEDRX -0.60 0.38 0.48 3.00 4.41 6.80
Franklin Mutual Global Discovery C TEDSX -0.63 0.16 0.38 2.47 3.89 6.27
Templeton Global Opportunities A TEGOX -1.58 -1.36 -2.18 9.63 5.60 6.47
Templeton Global Opportunities C TEGPX -1.63 -1.67 -2.34 8.81 4.80 5.69
Templeton Growth R TEGRX -0.26 -0.48 -0.88 7.48 4.96 6.20
Templeton Growth C TEGTX -0.30 -0.71 -1.01 6.94 4.44 5.67
Templeton World A TEMWX 0.82 1.54 2.51 8.01 5.45 6.39
Templeton Growth A TEPLX -0.22 -0.37 -0.80 7.72 5.22 6.47
Touchstone Sustainability & Imp Eq A TEQAX 0.67 1.12 0.09 12.55 7.96 11.57
Touchstone Sustainability & Imp Eq C TEQCX 0.58 0.74 -0.16 11.64 7.14 10.73
Templeton World C TEWTX 0.74 1.12 2.26 7.15 4.64 5.58
Templeton Growth Adv TGADX -0.22 -0.26 -0.77 8.02 5.49 6.73
Templeton Inst Global Equity Series Adv TGESX -0.28 -0.19 -0.47 9.62 4.81 6.84
Touchstone International Growth Opps A TGGAX 2.61 7.77 0.60 23.82 --- ---
Touchstone International Growth Opps C TGGCX 2.52 7.40 0.42 22.91 --- ---
Thornburg Global Opportunities A THOAX -0.54 -1.42 -0.95 3.70 4.83 11.56
Thornburg Global Opportunities C THOCX -0.59 -1.73 -1.15 2.89 4.04 10.71
Thornburg Global Opportunities R5 THOFX -0.51 -1.25 -0.85 3.99 5.18 11.96
Thornburg Global Opportunities R6 THOGX -0.50 -1.22 -0.85 4.10 --- ---
Thornburg Global Opportunities I THOIX -0.51 -1.26 -0.85 4.03 5.19 11.97
Thornburg Global Opportunities R3 THORX -0.55 -1.49 -0.99 3.46 4.65 11.39
Thornburg Global Opportunities R4 THOVX -0.51 -1.43 -0.96 3.58 4.75 11.50
Touchstone Sustainability & Imp Eq Y TIQIX 0.69 1.25 0.13 12.84 8.24 11.86
Thrivent Low Volatility Equity S TLVOX 0.46 0.46 -0.18 7.49 --- ---
Transamerica Global Equity I TMUIX 1.16 1.30 0.57 12.75 8.79 8.66
Transamerica Global Equity T1 TMUTX 1.08 1.23 0.50 12.54 --- ---
1290 SmartBeta Equity A TNBAX 1.63 1.30 0.97 10.26 8.78 ---
1290 SmartBeta Equity T TNBCX 1.63 1.38 0.97 10.49 9.04 ---
1290 SmartBeta Equity I TNBIX 1.63 1.38 0.97 10.49 9.04 ---
1290 SmartBeta Equity R TNBRX 1.55 1.14 0.89 9.91 8.48 ---
1290 Global Talents R TNTRX 0.88 6.77 0.22 18.26 --- ---
1290 Global Talents A TNYAX 0.88 6.89 0.29 18.56 --- ---
1290 Global Talents I TNYFX 0.95 7.03 0.43 18.82 --- ---
1290 Low Volatility Global Equity I TNZIX 1.10 0.54 0.36 7.12 --- ---
T. Rowe Price QM Global Equity Advisor TQGAX 0.39 1.02 -1.00 12.01 --- ---
T. Rowe Price QM Global Equity TQGEX 0.39 1.18 -0.92 12.34 --- ---
T. Rowe Price QM Global Equity I TQGIX 0.47 1.26 -0.85 12.51 --- ---
T. Rowe Price Global Stock I TRGLX 3.68 10.92 1.42 25.01 --- ---
T. Rowe Price Instl Glbl Focused Gr Eq TRGSX 3.68 10.90 1.53 24.95 16.02 16.67
Touchstone Sustainability & Imp Eq Instl TROCX 0.69 1.25 0.13 12.88 8.31 ---
Third Avenue Value Investor TVFVX -1.57 0.64 -0.38 6.75 4.69 6.46
Templeton World Adv TWDAX 0.82 1.60 2.51 8.22 5.71 6.64
Tweedy, Browne Value TWEBX -1.57 0.08 0.42 7.90 6.47 6.77
American Century Global Growth Inv TWGGX 2.02 7.69 2.81 18.51 9.70 10.97
Touchstone International Growth Opps Y TYGGX 2.64 7.91 0.71 24.19 --- ---
USAA Cornerstone Equity UCEQX 0.38 0.90 -0.32 11.55 8.39 9.00
USAA Global Equity Income UGEIX -0.54 -1.10 -0.48 6.34 --- ---
USAA Global Managed Volatility UGMVX 0.37 1.03 -0.18 10.89 6.80 ---
USAA Global Managed Volatility Instl UGOFX 0.37 1.11 -0.18 11.13 6.95 6.19
USAA Capital Growth Institutional UICGX 0.24 2.18 0.24 17.96 --- ---
USAA Global Equity Income Institutional UIGEX -0.54 -1.11 -0.58 6.28 --- ---
USAA World Growth Institutional UIWGX 0.84 0.37 -0.31 7.89 --- ---
USAA World Growth USAWX 0.84 0.34 -0.31 7.86 7.96 9.18
USAA Capital Growth USCGX 0.24 2.10 0.24 17.90 9.78 12.43
USAA World Growth Adviser USWGX 0.81 0.22 -0.40 7.57 7.68 8.93
VALIC Company I Global Social Awareness VCSOX 1.40 3.34 0.94 14.10 9.01 11.17
Voya Global Corporate Leaders® 100 A VGDAX -0.25 -0.92 -1.57 9.39 --- ---
Voya Global Corporate Leaders® 100 I VGDIX -0.25 -0.83 -1.49 9.71 --- ---
Voya International High Div Volatil A VGLAX -2.56 -4.07 -4.40 4.12 --- ---
Voya International High Div Volatil I VGLIX -2.65 -4.09 -4.42 4.23 --- ---
Voya Global Equity Port T VGVTX 0.09 0.05 -1.21 9.98 6.11 ---
Vanguard Global Equity Inv VHGEX 1.56 3.70 0.19 15.93 10.45 11.14
VY® Morgan Stanley Global Franchise R6 VPRDX 4.49 3.56 3.51 11.79 --- ---
Virtus Vontobel Global Opportunities R6 VRGOX 2.89 --- 0.42 --- --- ---
Invesco Global Responsibility Equity A VSQAX 0.62 1.49 0.23 14.26 --- ---
Invesco Global Responsibility Equity C VSQCX 0.55 1.10 0.00 13.36 --- ---
Invesco Global Responsibility Equity R5 VSQFX 0.62 1.56 0.31 14.49 --- ---
Invesco Global Responsibility Equity R VSQRX 0.62 1.33 0.15 13.89 --- ---
Invesco Global Responsibility Equity R6 VSQSX 0.70 1.56 0.31 14.49 --- ---
Invesco Global Responsibility Equity Y VSQYX 0.62 1.56 0.31 14.49 --- ---
Vontobel Global Equity Institutional I VTEIX 2.99 2.76 0.36 12.89 11.68 ---
Vanguard Total World Stock Index I VTWIX 0.66 2.31 0.11 14.01 9.04 9.98
Vanguard Total World Stock Index Inv VTWSX 0.65 2.29 0.10 13.91 8.93 9.86
WCM Focused Global Growth Institutional WCMGX 3.33 6.96 3.60 16.85 13.23 ---
WCM Focused Global Growth Investor WFGGX 3.29 6.80 3.49 16.48 13.05 ---
William Blair Global Leaders I WGFIX 2.04 9.96 3.22 26.31 12.18 11.91
William Blair Global Leaders N WGGNX 1.98 9.84 3.17 25.98 11.85 11.59
American Funds Capital World Gr&Inc F2 WGIFX -0.60 2.47 -1.13 13.86 8.71 9.81
Wintergreen Institutional WGRIX -0.95 -7.79 -4.56 -5.73 3.40 2.12
Wintergreen Investor WGRNX -0.95 -7.92 -4.64 -5.98 3.17 1.87
Wasatch Global Value Institutional WILCX -1.23 -0.03 -0.36 6.85 6.99 7.92
Segall Bryant & Hamill Glb Lrg Cp Inst WIMVX -0.28 -2.98 -0.82 5.38 7.96 7.71
Segall Bryant & Hamill Glb Lrg Cp Retail WTMVX -0.37 -3.15 -0.92 5.19 7.78 7.53
Westwood Global Equity Institutional WWGEX -0.44 -0.95 -1.81 8.54 6.15 6.37
Virtus Vontobel Global Opportunities C WWOCX 2.81 2.22 0.14 11.42 11.17 9.84
Virtus Vontobel Global Opportunities I WWOIX 2.89 2.70 0.42 12.59 12.28 10.94
Investec Global Franchise Institutional ZGFIX 3.30 2.99 1.18 --- --- ---