Large Blend: Total Returns

Data through 9/17/2019. 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 4.07 20.07 4.22 4.58 12.58 8.81
AllianzGI Best Styles US Equity A AABUX --- --- --- --- --- ---
AllianzGI Best Styles US Equity Instl ABTLX --- --- --- --- --- ---
AllianzGI Best Styles US Equity C ACBUX --- --- --- --- --- ---
American Century NT Equity Growth G ACLEX --- --- --- --- --- ---
American Century NT Core Equity Plus G ACNKX --- --- --- --- --- ---
American Century Core Equity Plus C ACPHX --- --- --- --- --- ---
American Century Core Equity Plus I ACPKX --- --- --- --- --- ---
American Century Core Equity Plus A ACPQX --- --- --- --- --- ---
American Century Core Equity Plus Inv ACPVX --- --- --- --- --- ---
American Century Core Equity Plus R ACPWX --- --- --- --- --- ---
Advisory Research All Cap Value ADVGX --- --- --- --- --- ---
American Century Equity Growth C AEYCX --- --- --- --- --- ---
American Century Equity Growth R5 AEYGX --- --- --- --- --- ---
American Century Equity Growth R AEYRX --- --- --- --- --- ---
American Century Sustainable Equity A AFDAX --- --- --- --- --- ---
American Century Sustainable Equity C AFDCX --- --- --- --- --- ---
American Century Sustainable Equity R5 AFDGX --- --- --- --- --- ---
American Century Sustainable Equity Inv AFDIX --- --- --- --- --- ---
American Century Sustainable Equity R AFDRX --- --- --- --- --- ---
American Century Sustainable Equity R6 AFEDX --- --- --- --- --- ---
American Century Sustainable Equity G AFEGX --- --- --- --- --- ---
American Century Sustainable Equity I AFEIX --- --- --- --- --- ---
American Funds Fundamental Invs C AFICX --- --- --- --- --- ---
American Funds Fundamental Invs F1 AFIFX --- --- --- --- --- ---
AAM/Bahl & Gaynor Income Growth A AFNAX --- --- --- --- --- ---
AAM/Bahl & Gaynor Income Growth I AFNIX --- --- --- --- --- ---
AAM/Bahl & Gaynor Income Growth C AFYCX --- --- --- --- --- ---
American Century Sustainable Equity Y AFYDX --- --- --- --- --- ---
Alger Growth & Income Z AGIZX --- --- --- --- --- ---
PGIM Jennison Equity Income C AGOCX --- --- --- --- --- ---
American Funds Invmt Co of Amer C AICCX --- --- --- --- --- ---
American Funds Invmt Co of Amer F1 AICFX --- --- --- --- --- ---
Alger Growth & Income I-2 AIGOX --- --- --- --- --- ---
American Funds Invmt Co of Amer A AIVSX --- --- --- --- --- ---
Alger Growth & Income A ALBAX --- --- --- --- --- ---
Alger Growth & Income C ALBCX --- --- --- --- --- ---
AllianzGI Best Styles US Equity P ALBPX --- --- --- --- --- ---
AllianzGI Best Styles US Equity R6 ALSEX --- --- --- --- --- ---
Amana Income Investor AMANX --- --- --- --- --- ---
American Century Equity Growth I AMEIX --- --- --- --- --- ---
AAMA Equity AMFEX --- --- --- --- --- ---
Amana Income Institutional AMINX --- --- --- --- --- ---
AlphaMark Large Cap Growth AMLCX --- --- --- --- --- ---
American Century Adaptive Equity Inv AMVIX --- --- --- --- --- ---
ALPS/WMC Research Value A AMWAX --- --- --- --- --- ---
ALPS/WMC Research Value C AMWCX --- --- --- --- --- ---
ALPS/WMC Research Value I AMWIX --- --- --- --- --- ---
ALPS/WMC Research Value Inv AMWYX --- --- --- --- --- ---
American Funds Fundamental Invs A ANCFX --- --- --- --- --- ---
AllianzGI PerformanceFee Struct US Eq I APBIX --- --- --- --- --- ---
AllianzGI PerformanceFee Struct US Eq P APBPX --- --- --- --- --- ---
AllianzGI PerformanceFee Struct US Eq R6 APBRX --- --- --- --- --- ---
Pinnacle TrendRating Innovative Eq A APTRX --- --- --- --- --- ---
American Beacon Alpha Quant Core Instl AQCIX --- --- --- --- --- ---
American Beacon Alpha Quant Core Inv AQCPX --- --- --- --- --- ---
American Beacon Alpha Quant Core Y AQCYX --- --- --- --- --- ---
Columbia Disciplined Core A AQEAX --- --- --- --- --- ---
Archer Stock ARSKX --- --- --- --- --- ---
Aristotle Value Equity I ARSQX --- --- --- --- --- ---
American Trust Allegiance ATAFX --- --- --- --- --- ---
AQR Large Cap Defensive Style I AUEIX --- --- --- --- --- ---
AQR Large Cap Defensive Style N AUENX --- --- --- --- --- ---
AB Select US Equity A AUUAX --- --- --- --- --- ---
AB Select US Equity C AUUCX --- --- --- --- --- ---
AB Select US Equity I AUUIX --- --- --- --- --- ---
AB Select US Equity K AUUKX --- --- --- --- --- ---
AB Select US Equity R AUURX --- --- --- --- --- ---
AB Select US Equity Advisor AUUYX --- --- --- --- --- ---
American Century Adaptive Equity A AVDAX --- --- --- --- --- ---
American Century Adaptive Equity I AVDIX --- --- --- --- --- ---
American Century Adaptive Equity R6 AVDMX --- --- --- --- --- ---
American Century Adaptive Equity R AVDRX --- --- --- --- --- ---
Ave Maria Rising Dividend AVEDX --- --- --- --- --- ---
CIBC Atlas Disciplined Equity Instl AWEIX --- --- --- --- --- ---
American Funds Washington Mutual A AWSHX --- --- --- --- --- ---
Brown Advisory Equity Income Adv BADAX --- --- --- --- --- ---
Brown Advisory Equity Income Inst BAFDX --- --- --- --- --- ---
iShares Total US Stock Market Idx Inv A BASMX --- --- --- --- --- ---
BBH Core Select N BBTEX --- --- --- --- --- ---
BBH Core Select Retail BBTRX --- --- --- --- --- ---
The BeeHive BEEHX --- --- --- --- --- ---
American Century Equity Growth A BEQAX --- --- --- --- --- ---
American Century Equity Growth Inv BEQGX --- --- --- --- --- ---
Brown Advisory Equity Income Inv BIADX --- --- --- --- --- ---
iShares Edge MSCI Min Vol USA Idx Instl BIMVX --- --- --- --- --- ---
BlackRock Impact US Equity Investor A BIRAX --- --- --- --- --- ---
BlackRock Impact US Equity Investor C BIRCX --- --- --- --- --- ---
BlackRock Impact US Equity Institutional BIRIX --- --- --- --- --- ---
BlackRock Impact US Equity K BIRKX --- --- --- --- --- ---
iShares Total US Stock Market Idx Instl BITSX --- --- --- --- --- ---
iShares Edge MSCI Min Vol USA Idx K BKMVX --- --- --- --- --- ---
iShares Total US Stock Market Idx K BKTSX --- --- --- --- --- ---
Beck, Mack & Oliver Partners BMPEX --- --- --- --- --- ---
UBS US Sustainable Equity A BNEQX --- --- --- --- --- ---
Boyar Value BOYAX --- --- --- --- --- ---
UBS US Sustainable Equity P BPEQX --- --- --- --- --- ---
Bright Rock Quality Large Cap Instl BQLCX --- --- --- --- --- ---
iShares Russell 1000 Large-Cap Idx Inv A BRGAX --- --- --- --- --- ---
iShares Russell 1000 Large-Cap Idx K BRGKX --- --- --- --- --- ---
iShares Russell 1000 Large-Cap Idx Instl BRGNX --- --- --- --- --- ---
Bridgeway Blue Chip BRLIX --- --- --- --- --- ---
Bretton Fund BRTNX --- --- --- --- --- ---
Smith Group Large Cap Core Growth Instl BSLGX --- --- --- --- --- ---
Smith Group Large Cap Core Growth Inv BSLNX --- --- --- --- --- ---
iShares S&P 500 Index Investor A BSPAX --- --- --- --- --- ---
iShares S&P 500 Index G BSPGX --- --- --- --- --- ---
iShares S&P 500 Index Institutional BSPIX --- --- --- --- --- ---
iShares S&P 500 Index Investor P BSPPX --- --- --- --- --- ---
iShares S&P 500 Index Service BSPSX --- --- --- --- --- ---
iShares S&P 500 Index Investor C1 BSPZX --- --- --- --- --- ---
Boston Trust Equity BTEFX --- --- --- --- --- ---
DWS Equity 500 Index S BTIEX --- --- --- --- --- ---
DWS Equity 500 Index Inst BTIIX --- --- --- --- --- ---
DWS Equity 500 Index R6 BTIRX --- --- --- --- --- ---
Buffalo Dividend Focus BUFDX --- --- --- --- --- ---
Buffalo Dividend Focus Institutional BUIDX --- --- --- --- --- ---
Calamos Dividend Growth A CADVX --- --- --- --- --- ---
Castle Focus C CASTX --- --- --- --- --- ---
SEI Catholic Values Equity F (SCVT) CAVAX --- --- --- --- --- ---
SEI Catholic Values Equity Y (SCVT) CAVYX --- --- --- --- --- ---
Columbia Contrarian Core R CCCRX --- --- --- --- --- ---
Calamos Dividend Growth C CCDVX --- --- --- --- --- ---
Columbia Large Cap Enhanced Core R CCERX --- --- --- --- --- ---
Columbia Disciplined Core Inst3 CCQYX --- --- --- --- --- ---
Columbia Disciplined Core Inst CCRZX --- --- --- --- --- ---
Copeland Risk Managed Dividend Gr C CDCRX --- --- --- --- --- ---
Crawford Dividend Growth C CDGCX --- --- --- --- --- ---
Crawford Dividend Growth I CDGIX --- --- --- --- --- ---
Copeland Risk Managed Dividend Gr A CDGRX --- --- --- --- --- ---
Copeland Risk Managed Dividend Gr I CDIVX --- --- --- --- --- ---
Columbia Large Cap Enhanced Core Adv CECFX --- --- --- --- --- ---
Columbia Large Cap Enhanced Core Inst3 CECYX --- --- --- --- --- ---
Second Nature Thematic Growth A CEGSX --- --- --- --- --- ---
Second Nature Thematic Growth I CEGYX --- --- --- --- --- ---
Pioneer Core Equity R CERPX --- --- --- --- --- ---
Clipper CFIMX --- --- --- --- --- ---
American Funds Fundamental Invs 529A CFNAX --- --- --- --- --- ---
American Funds Fundamental Invs 529C CFNCX --- --- --- --- --- ---
American Funds Fundamental Invs 529E CFNEX --- --- --- --- --- ---
American Funds Fundamental Invs 529F1 CFNFX --- --- --- --- --- ---
CGM Focus CGMFX --- --- --- --- --- ---
CGM Realty CGMRX --- --- --- --- --- ---
Invesco Charter R6 CHFTX --- --- --- --- --- ---
Invesco Charter R CHRRX --- --- --- --- --- ---
Invesco Charter S CHRSX --- --- --- --- --- ---
Invesco Charter C CHTCX --- --- --- --- --- ---
Invesco Charter A CHTRX --- --- --- --- --- ---
Invesco Charter R5 CHTVX --- --- --- --- --- ---
Invesco Charter Y CHTYX --- --- --- --- --- ---
American Funds Invmt Co of Amer 529A CICAX --- --- --- --- --- ---
American Funds Invmt Co of Amer 529C CICCX --- --- --- --- --- ---
American Funds Invmt Co of Amer 529E CICEX --- --- --- --- --- ---
American Funds Invmt Co of Amer 529F CICFX --- --- --- --- --- ---
Calamos Dividend Growth I CIDVX --- --- --- --- --- ---
Calvert US Large Cap Core Rspnb Idx I CISIX --- --- --- --- --- ---
Columbia Disciplined Core Adv CLCQX --- --- --- --- --- ---
Columbia Select Large Cap Equity Inst2 CLCRX --- --- --- --- --- ---
Columbia Select Large Cap Equity Inst3 CLEYX --- --- --- --- --- ---
Columbia Large Cap Enhanced Core Inst2 CLNCX --- --- --- --- --- ---
Columbia Large Cap Index Inst3 CLPYX --- --- --- --- --- ---
Columbia Disciplined Core R CLQRX --- --- --- --- --- ---
Columbia Select Large Cap Equity Adv CLSRX --- --- --- --- --- ---
Columbia Large Cap Index Inst2 CLXRX --- --- --- --- --- ---
Principal Capital Appreciation C CMNCX --- --- --- --- --- ---
Principal Capital Appreciation A CMNWX --- --- --- --- --- ---
The Cook & Bynum COBYX --- --- --- --- --- ---
Columbia Contrarian Core Inst2 COFRX --- --- --- --- --- ---
Columbia Contrarian Core Inst3 COFYX --- --- --- --- --- ---
Coho Relative Value Equity Institutional COHIX --- --- --- --- --- ---
Coho Relative Value Equity Advisor COHOX --- --- --- --- --- ---
Columbia Contrarian Core Adv CORRX --- --- --- --- --- ---
Pinnacle TrendRating Innovative Eq C CPTRX --- --- --- --- --- ---
CRM All Cap Value Inst CRIEX --- --- --- --- --- ---
CRM All Cap Value Inv CRMEX --- --- --- --- --- ---
Calvert US Large Cap Core Rspnb Idx A CSXAX --- --- --- --- --- ---
Calvert US Large Cap Core Rspnb Idx C CSXCX --- --- --- --- --- ---
Calvert US Large Cap Core Rspnb Idx R6 CSXRX --- --- --- --- --- ---
Victory US 500 Enh Vol Wtd Idx A CUHAX --- --- --- --- --- ---
Victory US 500 Enh Vol Wtd Idx C CUHCX --- --- --- --- --- ---
Victory US 500 Enh Vol Wtd Idx I CUHIX --- --- --- --- --- ---
Calamos Opportunistic Value A CVAAX --- --- --- --- --- ---
Calamos Opportunistic Value C CVACX --- --- --- --- --- ---
Calamos Opportunistic Value I CVAIX --- --- --- --- --- ---
American Funds Washington Mutual 529A CWMAX --- --- --- --- --- ---
American Funds Washington Mutual 529C CWMCX --- --- --- --- --- ---
American Funds Washington Mutual 529E CWMEX --- --- --- --- --- ---
American Funds Washington Mutual 529F1 CWMFX --- --- --- --- --- ---
Zacks All-Cap Core Institutional CZOVX --- --- --- --- --- ---
BNY Mellon Disciplined Stock Fund DDSTX --- --- --- --- --- ---
DFA Enhanced US Large Company I DFELX --- --- --- --- --- ---
DFA US Core Equity 1 I DFEOX --- --- --- --- --- ---
Davidson Multi-Cap Equity A DFMAX --- --- --- --- --- ---
Davidson Multi-Cap Equity I DFMIX --- --- --- --- --- ---
DFA US Core Equity 2 I DFQTX --- --- --- --- --- ---
DFA US Sustainability Core 1 DFSIX --- --- --- --- --- ---
DFA T.A. US Core Equity 2 I DFTCX --- --- --- --- --- ---
DFA US Social Core Equity 2 Portfolio DFUEX --- --- --- --- --- ---
DFA US Large Company I DFUSX --- --- --- --- --- ---
BNY Mellon Appreciation Investor DGAGX --- --- --- --- --- ---
BNY Mellon Appreciation I DGIGX --- --- --- --- --- ---
BNY Mellon Appreciation Y DGYGX --- --- --- --- --- ---
Centre American Select Equity Inv DHAMX --- --- --- --- --- ---
Centre American Select Equity Instl DHANX --- --- --- --- --- ---
Diamond Hill All Cap Select I DHLTX --- --- --- --- --- ---
Diamond Hill All Cap Select A DHTAX --- --- --- --- --- ---
Diamond Hill All Cap Select C DHTCX --- --- --- --- --- ---
Diamond Hill All Cap Select Y DHTYX --- --- --- --- --- ---
Domini Impact Equity Institutional DIEQX --- --- --- --- --- ---
Dana Large Cap Equity Investor DLCEX --- --- --- --- --- ---
Dana Large Cap Equity Institutional DLCIX --- --- --- --- --- ---
Davis NY Venture Y DNVYX --- --- --- --- --- ---
BNY Mellon Tax Managed Growth C DPTAX --- --- --- --- --- ---
BNY Mellon Tax Managed Growth I DPTRX --- --- --- --- --- ---
Dearborn Partners Rising Dividend A DRDAX --- --- --- --- --- ---
Dearborn Partners Rising Dividend C DRDCX --- --- --- --- --- ---
Dearborn Partners Rising Dividend I DRDIX --- --- --- --- --- ---
BNY Mellon Sust US Equity I DRTCX --- --- --- --- --- ---
BNY Mellon Sustainable US Eq Fd Z DRTHX --- --- --- --- --- ---
DoubleLine Shiller Enhanced CAPE® I DSEEX --- --- --- --- --- ---
Domini Impact Equity Investor DSEFX --- --- --- --- --- ---
DoubleLine Shiller Enhanced CAPE® N DSENX --- --- --- --- --- ---
Domini Impact Equity A DSEPX --- --- --- --- --- ---
Domini Impact Equity R DSFRX --- --- --- --- --- ---
BNY Mellon Instl S&P 500 Stk Idx I DSPIX --- --- --- --- --- ---
BNY Mellon Sust US Equity A DTCAX --- --- --- --- --- ---
BNY Mellon Sust US Equity C DTCCX --- --- --- --- --- ---
BNY Mellon Sust US Equity Y DTCYX --- --- --- --- --- ---
DFA Tax-Managed US Eq DTMEX --- --- --- --- --- ---
BNY Mellon Tax Managed Growth A DTMGX --- --- --- --- --- ---
DFA US Hi Relatv Profitability Instl DURPX --- --- --- --- --- ---
DFA US Large Cap Equity Institutional DUSQX --- --- --- --- --- ---
Eaton Vance Stock A EAERX --- --- --- --- --- ---
Eaton Vance Focused Value Opps A EAFVX --- --- --- --- --- ---
MFS Massachusetts Investors Tr 529A EAMTX --- --- --- --- --- ---
First Eagle US Value R3 EARVX --- --- --- --- --- ---
MFS Massachusetts Investors Tr 529B EBMTX --- --- --- --- --- ---
Eaton Vance Stock C ECERX --- --- --- --- --- ---
Eaton Vance Focused Value Opps C ECFVX --- --- --- --- --- ---
MFS Massachusetts Investors Tr 529C ECITX --- --- --- --- --- ---
Eaton Vance Dividend Builder C ECTMX --- --- --- --- --- ---
Wells Fargo Large Cap Core A EGOAX --- --- --- --- --- ---
Wells Fargo Large Cap Core C EGOCX --- --- --- --- --- ---
Wells Fargo Large Cap Core R EGOHX --- --- --- --- --- ---
Wells Fargo Large Cap Core Inst EGOIX --- --- --- --- --- ---
Wells Fargo Large Cap Core R6 EGORX --- --- --- --- --- ---
Eaton Vance Stock I EIERX --- --- --- --- --- ---
Eaton Vance Focused Value Opps I EIFVX --- --- --- --- --- ---
Eaton Vance Dividend Builder I EIUTX --- --- --- --- --- ---
Wells Fargo Classic Value fund A EIVAX --- --- --- --- --- ---
Wells Fargo Classic Value Fund C EIVCX --- --- --- --- --- ---
Wells Fargo Classic Value Fund Admin EIVDX --- --- --- --- --- ---
Wells Fargo Classic Value Fund R6 EIVFX --- --- --- --- --- ---
Wells Fargo Classic Value Fund Inst EIVIX --- --- --- --- --- ---
Wells Fargo Classic Value Fund R EIVTX --- --- --- --- --- ---
Dana Epiphany ESG Equity Inv ESGAX --- --- --- --- --- ---
Gabelli ESG AAA ESGGX --- --- --- --- --- ---
Gabelli ESG A ESGHX --- --- --- --- --- ---
Dana Epiphany ESG Equity Inst ESGIX --- --- --- --- --- ---
Gabelli ESG C ESGJX --- --- --- --- --- ---
Gabelli ESG I ESGKX --- --- --- --- --- ---
Essential 40 Stock I ESSIX --- --- --- --- --- ---
Wells Fargo Disciplined US Core A EVSAX --- --- --- --- --- ---
Wells Fargo Disciplined US Core R EVSHX --- --- --- --- --- ---
Wells Fargo Disciplined US Core Inst EVSIX --- --- --- --- --- ---
Wells Fargo Disciplined US Core R6 EVSRX --- --- --- --- --- ---
Wells Fargo Disciplined US Core C EVSTX --- --- --- --- --- ---
Wells Fargo Disciplined US Core Admin EVSYX --- --- --- --- --- ---
Eaton Vance Dividend Builder A EVTMX --- --- --- --- --- ---
Fidelity Advisor® Dividend Growth A FADAX --- --- --- --- --- ---
Fidelity Advisor® Large Cap A FALAX --- --- --- --- --- ---
Fidelity Advisor® Large Cap M FALGX --- --- --- --- --- ---
Fidelity Advisor® Large Cap I FALIX --- --- --- --- --- ---
Fiera Capital Equity Allc Bel Air Adv FCEAX --- --- --- --- --- ---
Fidelity® Series Total Market Index FCFMX --- --- --- --- --- ---
Fidelity® Large Cap Stock K6 FCLKX --- --- --- --- --- ---
Strategic Advisers® Core FCSAX --- --- --- --- --- ---
Strategic Advisers® Fidelity US TtlStk FCTDX --- --- --- --- --- ---
Fidelity Advisor® Capital Development C FDECX --- --- --- --- --- ---
Fidelity Advisor® Capital Development I FDEIX --- --- --- --- --- ---
Fidelity® Disciplined Equity K FDEKX --- --- --- --- --- ---
Fidelity® Disciplined Equity FDEQX --- --- --- --- --- ---
Fidelity Advisor® Diversified Stock O FDESX --- --- --- --- --- ---
Fidelity Advisor® Capital Development O FDETX --- --- --- --- --- ---
Fidelity® Flex 500 Index FDFIX --- --- --- --- --- ---
Fidelity Advisor® Dividend Growth C FDGCX --- --- --- --- --- ---
Fidelity® Dividend Growth FDGFX --- --- --- --- --- ---
Fidelity Advisor® Dividend Growth I FDGIX --- --- --- --- --- ---
Fidelity® Dividend Growth K FDGKX --- --- --- --- --- ---
Fidelity Advisor® Dividend Growth M FDGTX --- --- --- --- --- ---
Fidelity Advisor® Diversified Stock C FDTCX --- --- --- --- --- ---
Fidelity Advisor® Diversified Stock M FDTEX --- --- --- --- --- ---
Fidelity Advisor® Diversified Stock I FDTIX --- --- --- --- --- ---
Fidelity Advisor® Diversified Stock A FDTOX --- --- --- --- --- ---
Fidelity Advisor® Capital Development A FDTTX --- --- --- --- --- ---
Fidelity Advisor® Capital Development M FDTZX --- --- --- --- --- ---
First Eagle US Value R5 FERVX --- --- --- --- --- ---
First Eagle US Value A FEVAX --- --- --- --- --- ---
First Eagle US Value C FEVCX --- --- --- --- --- ---
First Eagle US Value I FEVIX --- --- --- --- --- ---
First Eagle US Value R6 FEVRX --- --- --- --- --- ---
Fidelity® Export and Multinational K FEXKX --- --- --- --- --- ---
Fidelity® Export and Multinational FEXPX --- --- --- --- --- ---
American Funds Invmt Co of Amer F3 FFICX --- --- --- --- --- ---
Fidelity® Growth & Income K FGIKX --- --- --- --- --- ---
Fidelity Advisor® Growth & Income I FGIOX --- --- --- --- --- ---
Fidelity Advisor® Growth & Income A FGIRX --- --- --- --- --- ---
Fidelity Advisor® Growth & Income M FGITX --- --- --- --- --- ---
Fidelity Advisor® Growth & Income C FGIUX --- --- --- --- --- ---
Fidelity Advisor® Growth & Income Z FGIZX --- --- --- --- --- ---
Fidelity® Series Large Cap Stock FGLGX --- --- --- --- --- ---
Fidelity Advisor® Mega Cap Stock C FGRCX --- --- --- --- --- ---
Fidelity® Growth & Income FGRIX --- --- --- --- --- ---
Fidelity® Mega Cap Stock FGRTX --- --- --- --- --- ---
Fidelity Advisor® Mega Cap Stock A FGTAX --- --- --- --- --- ---
Fidelity Advisor® Large Cap Z FIDLX --- --- --- --- --- ---
Fidelity® Founders FIFNX --- --- --- --- --- ---
Fidelity Advisor® Founders A FIFOX --- --- --- --- --- ---
Fidelity Advisor® Founders M FIFPX --- --- --- --- --- ---
Fidelity Advisor® Founders C FIFQX --- --- --- --- --- ---
Fidelity Advisor® Founders I FIFVX --- --- --- --- --- ---
Fidelity Advisor® Founders Z FIFWX --- --- --- --- --- ---
American Funds Fundamental Invs F2 FINFX --- --- --- --- --- ---
Federated Max-Cap Index Instl FISPX --- --- --- --- --- ---
Fidelity® U.S. Sustainability Index FITLX --- --- --- --- --- ---
First Eagle US Value R4 FIVRX --- --- --- --- --- ---
Fidelity Advisor® Large Cap C FLCCX --- --- --- --- --- ---
Fidelity® Large Cap Core Enhanced Index FLCEX --- --- --- --- --- ---
Fidelity® SAI US Large Cap Index FLCPX --- --- --- --- --- ---
Fidelity® Large Cap Stock FLCSX --- --- --- --- --- ---
Nuveen Large Cap Select A FLRAX --- --- --- --- --- ---
Nuveen Large Cap Select I FLRYX --- --- --- --- --- ---
Nuveen Large Cap Select C FLYCX --- --- --- --- --- ---
FMI Large Cap FMIHX --- --- --- --- --- ---
Fidelity® New Millennium FMILX --- --- --- --- --- ---
FMI Large Cap Institutional FMIQX --- --- --- --- --- ---
Federated Max-Cap Index R FMXKX --- --- --- --- --- ---
Federated Max-Cap Index Svc FMXSX --- --- --- --- --- ---
Fidelity ZERO Large Cap Index FNILX --- --- --- --- --- ---
Fort Pitt Capital Total Return FPCGX --- --- --- --- --- ---
FPA US Value FPPFX --- --- --- --- --- ---
Franklin Templeton SMACS: Series E Adv FQTEX --- --- --- --- --- ---
Franklin Rising Dividends Adv FRDAX --- --- --- --- --- ---
Franklin Rising Dividends A FRDPX --- --- --- --- --- ---
Franklin Rising Dividends R FRDRX --- --- --- --- --- ---
Franklin Rising Dividends C FRDTX --- --- --- --- --- ---
Franklin Rising Dividends R6 FRISX --- --- --- --- --- ---
Fidelity® Total Market Index FSKAX --- --- --- --- --- ---
Fidelity® SAI US LowVolatility Idx FSUVX --- --- --- --- --- ---
Fidelity Advisor® Mega Cap Stock M FTGRX --- --- --- --- --- ---
Fidelity Advisor® Mega Cap Stock I FTRIX --- --- --- --- --- ---
Fuller & Thaler Behvrll Uncnstd Eq R6 FTZFX --- --- --- --- --- ---
Fuller & Thaler Behvrll Uncnstd Eq Instl FTZIX --- --- --- --- --- ---
American Funds Fundamental Invs F3 FUNFX --- --- --- --- --- ---
American Funds Washington Mutual F3 FWMIX --- --- --- --- --- ---
Fidelity® 500 Index FXAIX --- --- --- --- --- ---
Fidelity Advisor® Diversified Stock Z FZACX --- --- --- --- --- ---
Fidelity Advisor® Dividend Growth Z FZADX --- --- --- --- --- ---
Fidelity Advisor® Mega Cap Stock Z FZALX --- --- --- --- --- ---
Fidelity ZERO Total Market Index FZROX --- --- --- --- --- ---
Gabelli Asset AAA GABAX --- --- --- --- --- ---
Gabelli Equity Income AAA GABEX --- --- --- --- --- ---
Gabelli Asset I GABIX --- --- --- --- --- ---
Gotham Index Plus All-Cap Institutional GANDX --- --- --- --- --- ---
Gabelli Asset A GATAX --- --- --- --- --- ---
Gabelli Asset C GATCX --- --- --- --- --- ---
US Global Investors All American Eq GBTFX --- --- --- --- --- ---
Gabelli Equity Income A GCAEX --- --- --- --- --- ---
Gabelli Equity Income C GCCEX --- --- --- --- --- ---
Nationwide Dynamic US Growth C GCGRX --- --- --- --- --- ---
Gabelli Equity Income I GCIEX --- --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq A GCTAX --- --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq C GCTCX --- --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq Instl GCTIX --- --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq R6 GCTRX --- --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq Svc GCTSX --- --- --- --- --- ---
Sit Global Dividend Growth I GDGIX --- --- --- --- --- ---
Sit Global Dividend Growth S GDGSX --- --- --- --- --- ---
Gotham Enhanced 500 Plus Institutional GEFPX --- --- --- --- --- ---
Gotham Enhanced Index Plus Institutional GENDX --- --- --- --- --- ---
Gotham Enhanced 500 Institutional GENFX --- --- --- --- --- ---
GuideStone Funds Equity Index Instl GEQYX --- --- --- --- --- ---
GuideStone Funds Equity Index Investor GEQZX --- --- --- --- --- ---
GE RSP US Equity GESSX --- --- --- --- --- ---
Golub Group Equity GGEFX --- --- --- --- --- ---
Nationwide Dynamic US Growth R GGFRX --- --- --- --- --- ---
Goldman Sachs US Eq Div and Premium R6 GIDWX --- --- --- --- --- ---
GuideMark® Large Cap Core Institutional GILGX --- --- --- --- --- ---
Guggenheim StylePlus - Large Core Instl GILIX --- --- --- --- --- ---
Gotham Index Plus Institutional GINDX --- --- --- --- --- ---
Great Lakes Disciplined Equity Instl GLDNX --- --- --- --- --- ---
GMO US Equity VI GMCQX --- --- --- --- --- ---
Goldman Sachs Rising Dividend Gr P GMHPX --- --- --- --- --- ---
Gotham Master Index Plus Institutional GMIDX --- --- --- --- --- ---
GuideMark® Large Cap Core Service GMLGX --- --- --- --- --- ---
GMO US Equity III GMUEX --- --- --- --- --- ---
Gotham Index Plus Investor GNNDX --- --- --- --- --- ---
Nationwide R GNWRX --- --- --- --- --- ---
Green Owl Intrinsic Value GOWLX --- --- --- --- --- ---
Victory RS Large Cap Alpha A GPAFX --- --- --- --- --- ---
GMO Quality IV GQEFX --- --- --- --- --- ---
GMO Quality III GQETX --- --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq Inv GQIRX --- --- --- --- --- ---
GMO Quality VI GQLOX --- --- --- --- --- ---
GMO Quality Series PS GQPSX --- --- --- --- --- ---
GMO Quality Series R6 GQURX --- --- --- --- --- ---
Victory Diversified Stock R GRINX --- --- --- --- --- ---
Nationwide S&P 500 Index Instl Svc GRISX --- --- --- --- --- ---
Nationwide S&P 500 Index A GRMAX --- --- --- --- --- ---
Nationwide S&P 500 Index C GRMCX --- --- --- --- --- ---
Nationwide S&P 500 Index R6 GRMIX --- --- --- --- --- ---
Nationwide S&P 500 Index R GRMRX --- --- --- --- --- ---
Nationwide S&P 500 Index Svc GRMSX --- --- --- --- --- ---
Goldman Sachs US Tax-Managed Eq P GSDPX --- --- --- --- --- ---
Goldman Sachs US Equity Insights Instl GSELX --- --- --- --- --- ---
Goldman Sachs US Equity Insights P GSEPX --- --- --- --- --- ---
Goldman Sachs US Equity Insights Svc GSESX --- --- --- --- --- ---
Goldman Sachs US Equity Insights R6 GSEUX --- --- --- --- --- ---
Goldman Sachs US Eq Div and Premium P GSFPX --- --- --- --- --- ---
Goldman Sachs US Eq Div and Premium A GSPAX --- --- --- --- --- ---
Gotham Enhanced S&P 500 Index Instl GSPFX --- --- --- --- --- ---
Goldman Sachs US Eq Div and Prem Instl GSPKX --- --- --- --- --- ---
Goldman Sachs US Eq Div and Premium C GSPQX --- --- --- --- --- ---
Goldman Sachs Rising Dividend Gr A GSRAX --- --- --- --- --- ---
Goldman Sachs Rising Dividend Gr C GSRCX --- --- --- --- --- ---
Goldman Sachs Rising Dividend Gr R6 GSRFX --- --- --- --- --- ---
Goldman Sachs Rising Dividend Gr Inv GSRIX --- --- --- --- --- ---
Goldman Sachs Rising Dividend Gr Instl GSRLX --- --- --- --- --- ---
Goldman Sachs Rising Dividend Gr R GSRRX --- --- --- --- --- ---
Goldman Sachs US Equity Insights A GSSQX --- --- --- --- --- ---
Goldman Sachs US Equity Insights R GSURX --- --- --- --- --- ---
Goldman Sachs US Equity Insights C GSUSX --- --- --- --- --- ---
Goldman Sachs US Equity Insights Inv GSUTX --- --- --- --- --- ---
Glenmede Strategic Equity GTCEX --- --- --- --- --- ---
Glenmede Quant US Large Cap Core EqInstl GTLIX --- --- --- --- --- ---
Glenmede Quant US Large Cap Core Eq GTLOX --- --- --- --- --- ---
Nationwide C GTRCX --- --- --- --- --- ---
Goldman Sachs US Eq Div and Premium Inv GVIRX --- --- --- --- --- ---
Hartford Core Equity A HAIAX --- --- --- --- --- ---
Hartford Core Equity R6 HAITX --- --- --- --- --- ---
Haverford Quality Growth Stock HAVGX --- --- --- --- --- ---
Harbor Large Cap Value Instl HAVLX --- --- --- --- --- ---
Hartford Disciplined Equity HLS IB HBGIX --- --- --- --- --- ---
Hartford Capital Appreciation C HCACX --- --- --- --- --- ---
Hartford Capital Appreciation F HCAFX --- --- --- --- --- ---
Hartford Capital Appreciation Y HCAYX --- --- --- --- --- ---
HCM Tactical Growth Investor HCMDX --- --- --- --- --- ---
HCM Tactical Growth A HCMGX --- --- --- --- --- ---
HCM Tactical Growth I HCMIX --- --- --- --- --- ---
HCM Tactical Growth R HCMSX --- --- --- --- --- ---
Hodges Blue Chip Equity Income Retail HDPBX --- --- --- --- --- ---
Hartford Core Equity C HGICX --- --- --- --- --- ---
Hartford Core Equity F HGIFX --- --- --- --- --- ---
Hartford Core Equity I HGIIX --- --- --- --- --- ---
Hartford Core Equity R3 HGIRX --- --- --- --- --- ---
Hartford Core Equity R4 HGISX --- --- --- --- --- ---
Hartford Core Equity R5 HGITX --- --- --- --- --- ---
Hartford Core Equity Y HGIYX --- --- --- --- --- ---
Hartford Disciplined Equity HLS IA HIAGX --- --- --- --- --- ---
Hartford Stock HLS IB HIBSX --- --- --- --- --- ---
Harbor Large Cap Value Inv HILVX --- --- --- --- --- ---
JPMorgan Equity Index I HLEIX --- --- --- --- --- ---
Harbor Large Cap Value Retirement HNLVX --- --- --- --- --- ---
Harbor Large Cap Value Admin HRLVX --- --- --- --- --- ---
Hartford Stock HLS IA HSTAX --- --- --- --- --- ---
Homestead Stock Index HSTIX --- --- --- --- --- ---
Voya Corporate Leaders 100 A IACLX --- --- --- --- --- ---
Voya Growth and Income Port A IAVGX --- --- --- --- --- ---
American Funds Invmt Co of Amer F2 ICAFX --- --- --- --- --- ---
Voya Corporate Leaders 100 C ICCLX --- --- --- --- --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx A IDAAX --- --- --- --- --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx E IDAEX --- --- --- --- --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx I IDAIX --- --- --- --- --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx N IDANX --- --- --- --- --- ---
Ivy ProShares S&P 500 Div Arstcrts Idx R IDARX --- --- --- --- --- ---
Sit ESG Growth I IESGX --- --- --- --- --- ---
Independent Franchise Partners US Equity IFPUX --- --- --- --- --- ---
Integrity Growth & Income A IGIAX --- --- --- --- --- ---
Voya Growth and Income Port S2 IGISX --- --- --- --- --- ---
Integrity Growth & Income C IGIUX --- --- --- --- --- ---
Integrity Growth & Income I IGIVX --- --- --- --- --- ---
AMF Large Cap Equity AMF IICAX --- --- --- --- --- ---
AMF Large Cap Equity H IICHX --- --- --- --- --- ---
Voya Corporate Leaders 100 I IICLX --- --- --- --- --- ---
Voya Russell Large Cap Index Port I IIRLX --- --- --- --- --- ---
Voya Growth and Income Port I IIVGX --- --- --- --- --- ---
IMS Dividend Growth IMSAX --- --- --- --- --- ---
Index Funds S&P 500® Equal Weight NoLoad INDEX --- --- --- --- --- ---
Voya US Stock Index Port I INGIX --- --- --- --- --- ---
Invesco Oppenheimer Main Strt All Cap R6 IOAPX --- --- --- --- --- ---
Voya Corporate Leaders 100 O IOCLX --- --- --- --- --- ---
Voya Index Plus LargeCap Port I IPLIX --- --- --- --- --- ---
Voya Index Plus LargeCap Port S IPLSX --- --- --- --- --- ---
Pinnacle TrendRating Innovative Eq I IPTRX --- --- --- --- --- ---
Voya Corporate Leaders 100 R IRCLX --- --- --- --- --- ---
Voya Russell Large Cap Index Port S IRLCX --- --- --- --- --- ---
Voya Russell Large Cap Index Port A IRLIX --- --- --- --- --- ---
Voya Russell Large Cap Index Port S2 IRLUX --- --- --- --- --- ---
VY® Columbia Contrarian Core A ISBAX --- --- --- --- --- ---
VY® Columbia Contrarian Core S ISCSX --- --- --- --- --- ---
VY® Columbia Contrarian Core I ISFIX --- --- --- --- --- ---
Voya US Stock Index Port S2 ISIPX --- --- --- --- --- ---
Voya US Stock Index Port A ISIVX --- --- --- --- --- ---
Voya US Stock Index Port S ISJBX --- --- --- --- --- ---
Voya Growth and Income Port S ISVGX --- --- --- --- --- ---
Hartford Capital Appreciation A ITHAX --- --- --- --- --- ---
Hartford Capital Appreciation I ITHIX --- --- --- --- --- ---
Hartford Capital Appreciation R3 ITHRX --- --- --- --- --- ---
Hartford Capital Appreciation R4 ITHSX --- --- --- --- --- ---
Hartford Capital Appreciation R5 ITHTX --- --- --- --- --- ---
Hartford Capital Appreciation R6 ITHVX --- --- --- --- --- ---
Voya Corporate Leaders 100 W IWCLX --- --- --- --- --- ---
Janus Henderson Growth And Income S JADGX --- --- --- --- --- ---
Janus Henderson Growth And Income T JAGIX --- --- --- --- --- ---
Jamestown Equity JAMEX --- --- --- --- --- ---
JPMorgan US Large Cap Core Plus R5 JCPRX --- --- --- --- --- ---
JPMorgan US Research Enhanced Equity A JDEAX --- --- --- --- --- ---
JPMorgan US Research Enhanced Equity I JDESX --- --- --- --- --- ---
JPMorgan US Research Enhanced Equity R6 JDEUX --- --- --- --- --- ---
PGIM Jennison Equity Income Z JDEZX --- --- --- --- --- ---
Janus Henderson Growth And Income A JDNAX --- --- --- --- --- ---
Janus Henderson Growth And Income N JDNNX --- --- --- --- --- ---
Janus Henderson Growth And Income R JDNRX --- --- --- --- --- ---
PGIM Jennison Equity Income B JEIBX --- --- --- --- --- ---
Johnson Enhanced Return JENHX --- --- --- --- --- ---
Johnson Equity Income JEQIX --- --- --- --- --- ---
Janus Henderson Growth And Income C JGICX --- --- --- --- --- ---
Janus Henderson Growth And Income I JGINX --- --- --- --- --- ---
JHancock ESG Large Cap Core A JHJAX --- --- --- --- --- ---
JHancock ESG Large Cap Core C JHJCX --- --- --- --- --- ---
JHancock ESG Large Cap Core I JHJIX --- --- --- --- --- ---
JHancock ESG Large Cap Core R6 JHJRX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core C JHLVX --- --- --- --- --- ---
JPMorgan Intrepid America A JIAAX --- --- --- --- --- ---
JPMorgan Intrepid America C JIACX --- --- --- --- --- ---
JPMorgan Intrepid America R6 JIAPX --- --- --- --- --- ---
JPMorgan Intrepid America R5 JIARX --- --- --- --- --- ---
JPMorgan Intrepid America R2 JIAZX --- --- --- --- --- ---
JPMorgan Intrepid Sustainable Equity A JICAX --- --- --- --- --- ---
JPMorgan Intrepid Sustainable Equity C JICCX --- --- --- --- --- ---
JPMorgan Intrepid Sustainable Equity I JIISX --- --- --- --- --- ---
JPMorgan US Large Cap Core Plus A JLCAX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core R4 JLCFX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core R3 JLCHX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core R1 JLCRX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core R5 JLCVX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core R6 JLCWX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core R2 JLCYX --- --- --- --- --- ---
JPMorgan US Large Cap Core Plus C JLPCX --- --- --- --- --- ---
JPMorgan US Large Cap Core Plus I JLPSX --- --- --- --- --- ---
JPMorgan US Large Cap Core Plus R6 JLPYX --- --- --- --- --- ---
JPMorgan US Large Cap Core Plus R2 JLPZX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core I JLVIX --- --- --- --- --- ---
JPMorgan US Equity L JMUEX --- --- --- --- --- ---
Janus Henderson Growth And Income D JNGIX --- --- --- --- --- ---
JPMorgan Intrepid America I JPIAX --- --- --- --- --- ---
JPMorgan US Research Enhanced Equity L JPIEX --- --- --- --- --- ---
Janus Henderson US Managed Volatility A JRSAX --- --- --- --- --- ---
Janus Henderson US Managed Volatility C JRSCX --- --- --- --- --- ---
Janus Henderson US Managed Volatility D JRSDX --- --- --- --- --- ---
Janus Henderson US Managed Volatility I JRSIX --- --- --- --- --- ---
Janus Henderson US Managed Volatility N JRSNX --- --- --- --- --- ---
Janus Henderson US Managed Volatility S JRSSX --- --- --- --- --- ---
Janus Henderson US Managed Volatility T JRSTX --- --- --- --- --- ---
JPMorgan US Equity A JUEAX --- --- --- --- --- ---
JPMorgan US Equity C JUECX --- --- --- --- --- ---
JPMorgan US Equity R6 JUEMX --- --- --- --- --- ---
JPMorgan US Equity R3 JUEPX --- --- --- --- --- ---
JPMorgan US Equity R4 JUEQX --- --- --- --- --- ---
JPMorgan US Equity I JUESX --- --- --- --- --- ---
JPMorgan US Equity R2 JUEZX --- --- --- --- --- ---
JPMorgan US Equity R5 JUSRX --- --- --- --- --- ---
KCM Macro Trends Institutional KCMIX --- --- --- --- --- ---
KCM Macro Trends R-1 KCMTX --- --- --- --- --- ---
CBOE Vest Dividend Aristocrats TgtIncA KNGAX --- --- --- --- --- ---
CBOE Vest Dividend Aristocrats TgtIncC KNGCX --- --- --- --- --- ---
CBOE Vest Dividend AristocratsTgtIncIns KNGIX --- --- --- --- --- ---
CBOE Vest Dividend AristocratsTgtIncInv KNGLX --- --- --- --- --- ---
CBOE Vest Dividend Aristocrats TgtIncY KNGYX --- --- --- --- --- ---
KP Large Cap Equity Institutional KPLCX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr A LAMAX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr C LAMCX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr F LAMFX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr R6 LAMHX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr P LAMPX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr R2 LAMQX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr R3 LAMRX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr R4 LAMSX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr R5 LAMTX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr I LAMYX --- --- --- --- --- ---
Low Beta Tactical 500 Institutional LBETX --- --- --- --- --- ---
ClearBridge Dividend Strategy FI LBRIX --- --- --- --- --- ---
Low Beta Tactical 500 Investor LBTTX --- --- --- --- --- ---
ClearBridge Dividend Strategy IS LCBEX --- --- --- --- --- ---
ClearBridge Dividend Strategy 1 LCBOX --- --- --- --- --- ---
Columbia Contrarian Core A LCCAX --- --- --- --- --- ---
Columbia Contrarian Core C LCCCX --- --- --- --- --- ---
SEI Large Cap Index A (SIIT) LCIAX --- --- --- --- --- ---
Leland Thomson Ret Priv Byt Eq Idx A LDPAX --- --- --- --- --- ---
Leland Thomson Ret Priv Byt Eq Idx C LDPCX --- --- --- --- --- ---
Leland Thomson Ret Priv Byt Eq Idx I LDPIX --- --- --- --- --- ---
Lazard US Equity Concentrated Instl LEVIX --- --- --- --- --- ---
Lazard US Equity Concentrated Open LEVOX --- --- --- --- --- ---
ClearBridge Value A LGVAX --- --- --- --- --- ---
ClearBridge Appreciation IS LMESX --- --- --- --- --- ---
QS US Large Cap Equity IS LMISX --- --- --- --- --- ---
ClearBridge Dividend Strategy R LMMRX --- --- --- --- --- ---
ClearBridge Value I LMNVX --- --- --- --- --- ---
ClearBridge Appreciation FI LMPIX --- --- --- --- --- ---
ClearBridge Appreciation R LMPPX --- --- --- --- --- ---
QS US Large Cap Equity I LMTIX --- --- --- --- --- ---
QS US Large Cap Equity FI LMUSX --- --- --- --- --- ---
ClearBridge Value FI LMVFX --- --- --- --- --- ---
ClearBridge Value R LMVRX --- --- --- --- --- ---
ClearBridge Value C LMVTX --- --- --- --- --- ---
Scharf Institutional LOGIX --- --- --- --- --- ---
Scharf Retail LOGRX --- --- --- --- --- ---
Lord Abbett Calibrated Dividend Gr F3 LRMAX --- --- --- --- --- ---
SGI US Large Cap Equity A LVOLX --- --- --- --- --- ---
Lazard US Equity Select Open LZUOX --- --- --- --- --- ---
Lazard US Equity Select Instl LZUSX --- --- --- --- --- ---
MainStay Epoch US All Cap A MAAAX --- --- --- --- --- ---
Mutual of America Instl Equity Index MAEQX --- --- --- --- --- ---
Mutual of America Instl All America MALLX --- --- --- --- --- ---
BlackRock Advantage Large Cap Core Instl MALRX --- --- --- --- --- ---
MainStay MAP Equity A MAPAX --- --- --- --- --- ---
MainStay MAP Equity B MAPBX --- --- --- --- --- ---
MainStay MAP Equity R1 MAPRX --- --- --- --- --- ---
BlackRock Advantage US Total Mkt Instl MASPX --- --- --- --- --- ---
MainStay Epoch US All Cap I MATIX --- --- --- --- --- ---
MainStay Epoch US All Cap B MAWBX --- --- --- --- --- ---
MainStay Epoch US All Cap C MAWCX --- --- --- --- --- ---
MainStay Epoch US All Cap R6 MAWDX --- --- --- --- --- ---
MainStay Epoch US All Cap Inv MAWNX --- --- --- --- --- ---
BlackRock Advantage Large Cap Core Inv C MCLRX --- --- --- --- --- ---
BlackRock Advantage US Total Mkt Inv C MCSPX --- --- --- --- --- ---
MainStay MacKay Common Stock Investor MCSSX --- --- --- --- --- ---
BlackRock Advantage Large Cap Core Inv A MDLRX --- --- --- --- --- ---
BlackRock Advantage US Total Mkt Inv A MDSPX --- --- --- --- --- ---
Meehan Focus MEFOX --- --- --- --- --- ---
AMG FQ Tax-Managed US Equity N MFQAX --- --- --- --- --- ---
AMG FQ Tax-Managed US Equity I MFQTX --- --- --- --- --- ---
MFS Research B MFRBX --- --- --- --- --- ---
MFS Research C MFRCX --- --- --- --- --- ---
MFS Research A MFRFX --- --- --- --- --- ---
MFS Research R3 MFRHX --- --- --- --- --- ---
MFS Research R4 MFRJX --- --- --- --- --- ---
MFS Research R6 MFRKX --- --- --- --- --- ---
MFS Research R1 MFRLX --- --- --- --- --- ---
MassMutual Select Equity Opports A MFVAX --- --- --- --- --- ---
MassMutual Select Equity Opports R4 MFVFX --- --- --- --- --- ---
MassMutual Select Equity Opports R3 MFVNX --- --- --- --- --- ---
MassMutual Select Equity Opports R5 MFVSX --- --- --- --- --- ---
MassMutual Select Equity Opports I MFVZX --- --- --- --- --- ---
MainStay MacKay Common Stock C MGOCX --- --- --- --- --- ---
MM S&P 500® Index R4 MIEAX --- --- --- --- --- ---
MM S&P 500® Index Adm MIEYX --- --- --- --- --- ---
MM S&P 500® Index R5 MIEZX --- --- --- --- --- ---
Invesco Oppenheimer Main Street C MIGCX --- --- --- --- --- ---
Invesco Oppenheimer Main Street Y MIGYX --- --- --- --- --- ---
BNY Mellon Large Cap Stock Inv MILCX --- --- --- --- --- ---
MFS Massachusetts Investors Tr R2 MIRTX --- --- --- --- --- ---
Midas Magic MISEX --- --- --- --- --- ---
MFS Massachusetts Investors Tr B MITBX --- --- --- --- --- ---
MFS Massachusetts Investors Tr C MITCX --- --- --- --- --- ---
MFS Massachusetts Investors Tr R4 MITDX --- --- --- --- --- ---
MFS Massachusetts Investors Tr R1 MITGX --- --- --- --- --- ---
MFS Massachusetts Investors Tr R3 MITHX --- --- --- --- --- ---
MFS Massachusetts Investors Tr I MITIX --- --- --- --- --- ---
MFS Massachusetts Investors Tr R6 MITJX --- --- --- --- --- ---
MFS Massachusetts Investors Tr A MITTX --- --- --- --- --- ---
BlackRock Advantage US Total Mkt K MKSPX --- --- --- --- --- ---
BlackRock Advantage Large Cap Core K MLRKX --- --- --- --- --- ---
MFS Low Volatility Equity A MLVAX --- --- --- --- --- ---
MFS Low Volatility Equity B MLVBX --- --- --- --- --- ---
MFS Low Volatility Equity C MLVGX --- --- --- --- --- ---
MFS Low Volatility Equity I MLVHX --- --- --- --- --- ---
MFS Low Volatility Equity R1 MLVMX --- --- --- --- --- ---
MFS Low Volatility Equity R2 MLVOX --- --- --- --- --- ---
MFS Low Volatility Equity R3 MLVPX --- --- --- --- --- ---
MFS Low Volatility Equity R4 MLVRX --- --- --- --- --- ---
MFS Low Volatility Equity R6 MLVTX --- --- --- --- --- ---
MainStay MAP Equity R3 MMAPX --- --- --- --- --- ---
MM S&P 500® Index A MMFFX --- --- --- --- --- ---
MassMutual Select Equity Opports Adm MMFVX --- --- --- --- --- ---
MassMutual Select Equity Opports Svc MMFYX --- --- --- --- --- ---
MM S&P 500® Index Svc MMIEX --- --- --- --- --- ---
MM S&P 500® Index R3 MMINX --- --- --- --- --- ---
MM S&P 500® Index I MMIZX --- --- --- --- --- ---
MassMutual Select TRP Large Cap Blend I MMLRX --- --- --- --- --- ---
MainStay MAP Equity C MMPCX --- --- --- --- --- ---
MassMutual Premier Main Street Adm MMSLX --- --- --- --- --- ---
MassMutual Premier Main Street R3 MMSNX --- --- --- --- --- ---
MassMutual Premier Main Street R5 MMSSX --- --- --- --- --- ---
MassMutual Premier Main Street Svc MMSYX --- --- --- --- --- ---
Manor MNRMX --- --- --- --- --- ---
Castle Focus Investor MOATX --- --- --- --- --- ---
MainStay MacKay Common Stock B MOPBX --- --- --- --- --- ---
Mairs & Power Growth Inv MPGFX --- --- --- --- --- ---
BNY Mellon Large Cap Stock M MPLCX --- --- --- --- --- ---
MainStay MAP Equity R2 MPRRX --- --- --- --- --- ---
MFS Core Equity R2 MRERX --- --- --- --- --- ---
MFS Research I MRFIX --- --- --- --- --- ---
MFS Core Equity A MRGAX --- --- --- --- --- ---
MFS Core Equity B MRGBX --- --- --- --- --- ---
MFS Core Equity C MRGCX --- --- --- --- --- ---
MFS Core Equity R1 MRGGX --- --- --- --- --- ---
MFS Core Equity R3 MRGHX --- --- --- --- --- ---
MFS Core Equity R4 MRGJX --- --- --- --- --- ---
MFS Core Equity R6 MRGKX --- --- --- --- --- ---
MFS Core Equity I MRGRX --- --- --- --- --- ---
BlackRock Advantage Large Cap Core R MRLRX --- --- --- --- --- ---
BlackRock Advantage US Total Mkt R MRSPX --- --- --- --- --- ---
Invesco Oppenheimer Main Strt All Cap R5 MSAZX --- --- --- --- --- ---
MM Select Equity Asset I MSEJX --- --- --- --- --- ---
Invesco Oppenheimer Main Street A MSIGX --- --- --- --- --- ---
Invesco Oppenheimer Main Street R5 MSJFX --- --- --- --- --- ---
BlackRock Advantage Large Cap Core Svc MSLRX --- --- --- --- --- ---
MainStay MAP Equity Investor MSMIX --- --- --- --- --- ---
MainStay MacKay Common Stock A MSOAX --- --- --- --- --- ---
MainStay MacKay Common Stock I MSOIX --- --- --- --- --- ---
MainStay MacKay Common Stock R3 MSOSX --- --- --- --- --- ---
MainStay MacKay S&P 500 Index I MSPIX --- --- --- --- --- ---
MFS Research R2 MSRRX --- --- --- --- --- ---
MassMutual Premier Main Street A MSSAX --- --- --- --- --- ---
MassMutual Premier Main Street R4 MSSRX --- --- --- --- --- ---
Morningstar US Equity MSTQX --- --- --- --- --- ---
MainStay MacKay S&P 500 Index A MSXAX --- --- --- --- --- ---
MassMutual Premier Main Street I MSZIX --- --- --- --- --- ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat Inv MTSIX --- --- --- --- --- ---
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M MTSMX --- --- --- --- --- ---
MainStay MAP Equity I MUBFX --- --- --- --- --- ---
MFS Blended Research Core Equity A MUEAX --- --- --- --- --- ---
MFS Blended Research Core Equity C MUECX --- --- --- --- --- ---
MFS Blended Research Core Equity R1 MUERX --- --- --- --- --- ---
MFS Blended Research Core Equity R2 MUESX --- --- --- --- --- ---
MFS Blended Research Core Equity R3 MUETX --- --- --- --- --- ---
MFS Blended Research Core Equity R4 MUEUX --- --- --- --- --- ---
MFS Blended Research Core Equity R6 MUEVX --- --- --- --- --- ---
Muhlenkamp MUHLX --- --- --- --- --- ---
Nationwide Institutional Service MUIFX --- --- --- --- --- ---
Nationwide Dynamic US Growth R6 MUIGX --- --- --- --- --- ---
Morgan Stanley Instl US Core A MUOAX --- --- --- --- --- ---
Morgan Stanley Instl US Core C MUOCX --- --- --- --- --- ---
Morgan Stanley Instl US Core I MUOIX --- --- --- --- --- ---
Morgan Stanley Instl US Core IS MUOSX --- --- --- --- --- ---
MFS Blended Research Core Equity B MUSBX --- --- --- --- --- ---
MFS Blended Research Core Equity I MUSEX --- --- --- --- --- ---
Victory S&P 500 Index A MUXAX --- --- --- --- --- ---
Victory S&P 500 Index R MUXRX --- --- --- --- --- ---
Victory S&P 500 Index Y MUXYX --- --- --- --- --- ---
Marathon Value Portfolio MVPFX --- --- --- --- --- ---
Metropolitan West AlphaTrak 500 MWATX --- --- --- --- --- ---
VanEck Morningstar Wide Moat I MWMIX --- --- --- --- --- ---
VanEck Morningstar Wide Moat Z MWMZX --- --- --- --- --- ---
Federated Max-Cap Index C MXCCX --- --- --- --- --- ---
Great-West Core Strategies US Eq Instl MXEBX --- --- --- --- --- ---
Great-West Core Strategies US Eq L MXEHX --- --- --- --- --- ---
Great-West S&P 500® Index Institutional MXKWX --- --- --- --- --- ---
Great-West S&P 500® Index Investor MXVIX --- --- --- --- --- ---
Great-West S&P 500® Index L MXVJX --- --- --- --- --- ---
Matthew 25 MXXVX --- --- --- --- --- ---
MainStay MacKay U.S. Equity Opports C MYCCX --- --- --- --- --- ---
MainStay MacKay U.S. Equity Opports I MYCIX --- --- --- --- --- ---
MainStay MacKay U.S. Equity Opports Inv MYCNX --- --- --- --- --- ---
MainStay MacKay U.S. Equity Opports A MYCTX --- --- --- --- --- ---
MainStay MacKay S&P 500 Index Inv MYSPX --- --- --- --- --- ---
Nuveen Santa Barbara Dividend Growth R3 NBDRX --- --- --- --- --- ---
Neuberger Berman Focus Adv NBFAX --- --- --- --- --- ---
Neuberger Berman Focus Tr NBFCX --- --- --- --- --- ---
Neuberger Berman Sustainable Eq Instl NBSLX --- --- --- --- --- ---
Neuberger Berman Sustainable Eq Investor NBSRX --- --- --- --- --- ---
Neuberger Berman Focus Inv NBSSX --- --- --- --- --- ---
Neuberger Berman Sustainable Eq Trust NBSTX --- --- --- --- --- ---
New Covenant Growth NCGFX --- --- --- --- --- ---
Natixis Oakmark C NECOX --- --- --- --- --- ---
Natixis Oakmark A NEFOX --- --- --- --- --- ---
Columbia Large Cap Index A NEIAX --- --- --- --- --- ---
Natixis Oakmark Y NEOYX --- --- --- --- --- ---
Neuberger Berman Focus A NFAAX --- --- --- --- --- ---
Neuberger Berman Focus C NFACX --- --- --- --- --- ---
Neuberger Berman Focus Inst NFALX --- --- --- --- --- ---
Nationwide Dynamic US Growth Instl Svc NGISX --- --- --- --- --- ---
Columbia Large Cap Index Inst NINDX --- --- --- --- --- ---
Nuveen Large Cap Core A NLACX --- --- --- --- --- ---
Nuveen Large Cap Core C NLCDX --- --- --- --- --- ---
Nuveen Large Cap Core R6 NLCFX --- --- --- --- --- ---
Nuveen Large Cap Core I NLCIX --- --- --- --- --- ---
Nationwide Dynamic US Growth A NMFAX --- --- --- --- --- ---
Columbia Large Cap Enhanced Core A NMIAX --- --- --- --- --- ---
Columbia Large Cap Enhanced Core Inst NMIMX --- --- --- --- --- ---
Neuberger Berman Multi-Cap Opp A NMUAX --- --- --- --- --- ---
Neuberger Berman Multi-Cap Opp C NMUCX --- --- --- --- --- ---
Neuberger Berman Multi-Cap Opp Inst NMULX --- --- --- --- --- ---
Natixis Oakmark N NOANX --- --- --- --- --- ---
Northern Stock Index NOSIX --- --- --- --- --- ---
Neuberger Berman Sustainable Eq A NRAAX --- --- --- --- --- ---
Neuberger Berman Sustainable Eq C NRACX --- --- --- --- --- ---
Neuberger Berman Sustainable Eq R3 NRARX --- --- --- --- --- ---
Neuberger Berman Sustainable Eq R6 NRSRX --- --- --- --- --- ---
Nuveen Santa Barbara Dividend Growth A NSBAX --- --- --- --- --- ---
Nuveen Santa Barbara Dividend Growth C NSBCX --- --- --- --- --- ---
Nuveen Santa Barbara Dividend Growth R6 NSBFX --- --- --- --- --- ---
Nuveen Santa Barbara Dividend Growth I NSBRX --- --- --- --- --- ---
Columbia Select Large Cap Equity Inst NSEPX --- --- --- --- --- ---
Columbia Select Large Cap Equity A NSGAX --- --- --- --- --- ---
Columbia Select Large Cap Equity C NSGCX --- --- --- --- --- ---
Northern US Quality ESG NUESX --- --- --- --- --- ---
Wells Fargo Diversified Equity A NVDAX --- --- --- --- --- ---
Wells Fargo Diversified Equity Admin NVDEX --- --- --- --- --- ---
Nationwide R6 NWABX --- --- --- --- --- ---
Nationwide Dynamic US Growth Eagle NWAEX --- --- --- --- --- ---
Nationwide A NWFAX --- --- --- --- --- ---
Davis NY Venture B NYVBX --- --- --- --- --- ---
Davis NY Venture C NYVCX --- --- --- --- --- ---
Davis NY Venture R NYVRX --- --- --- --- --- ---
Davis NY Venture A NYVTX --- --- --- --- --- ---
Oakmark Select Investor OAKLX --- --- --- --- --- ---
Oakmark Investor OAKMX --- --- --- --- --- ---
Oakmark Select Institutional OANLX --- --- --- --- --- ---
Oakmark Institutional OANMX --- --- --- --- --- ---
Invesco Oppenheimer Rising Dividends A OARDX --- --- --- --- --- ---
Oakmark Select Service OARLX --- --- --- --- --- ---
Oakmark Service OARMX --- --- --- --- --- ---
Oakmark Select Advisor OAYLX --- --- --- --- --- ---
Oakmark Advisor OAYMX --- --- --- --- --- ---
Invesco Oppenheimer Rising Dividends C OCRDX --- --- --- --- --- ---
JPMorgan Equity Index C OEICX --- --- --- --- --- ---
JPMorgan Equity Index A OGEAX --- --- --- --- --- ---
JPMorgan Equity Index R6 OGFAX --- --- --- --- --- ---
Invesco Oppenheimer Rising Dividends R6 OIRDX --- --- --- --- --- ---
Invesco Oppenheimer Main Street R OMGNX --- --- --- --- --- ---
Invesco Oppenheimer MainStrtAllCap C OMSCX --- --- --- --- --- ---
Invesco Oppenheimer Main Street R6 OMSIX --- --- --- --- --- ---
Invesco Oppenheimer MainStrtAllCap R OMSNX --- --- --- --- --- ---
Invesco Oppenheimer MainStrtAllCap A OMSOX --- --- --- --- --- ---
Invesco Oppenheimer MainStrtAllCap Y OMSYX --- --- --- --- --- ---
Invesco Oppenheimer Rising Dividends R ONRDX --- --- --- --- --- ---
North Square Oak Ridge Dividend Gr A ORDAX --- --- --- --- --- ---
North Square Oak Ridge Dividend Gr I ORDNX --- --- --- --- --- ---
Osterweis OSTFX --- --- --- --- --- ---
Invesco Oppenheimer Rising Dividends Y OYRDX --- --- --- --- --- ---
T. Rowe Price U.S. Equity Research Adv PACOX --- --- --- --- --- ---
Pacific Advisors Large Cap Value A PAGTX --- --- --- --- --- ---
Parnassus PARNX --- --- --- --- --- ---
Parnassus Endeavor Investor PARWX --- --- --- --- --- ---
T. Rowe Price US Large-Cap Core Adv PAULX --- --- --- --- --- ---
Pax ESG Beta Dividend Fund Indl Inv PAXDX --- --- --- --- --- ---
Payson Total Return PBFDX --- --- --- --- --- ---
Principal Capital Appreciation R1 PCAMX --- --- --- --- --- ---
Principal Capital Appreciation R2 PCANX --- --- --- --- --- ---
Principal Capital Appreciation R3 PCAOX --- --- --- --- --- ---
Principal Capital Appreciation R4 PCAPX --- --- --- --- --- ---
Principal Capital Appreciation R5 PCAQX --- --- --- --- --- ---
T. Rowe Price U.S. Equity Research I PCCOX --- --- --- --- --- ---
Pioneer Core Equity K PCEKX --- --- --- --- --- ---
Pioneer C PCODX --- --- --- --- --- ---
Pioneer Core Equity C PCOTX --- --- --- --- --- ---
T. Rowe Price Dividend Growth I PDGIX --- --- --- --- --- ---
Virtus Rampart Enhanced Core Equity A PDIAX --- --- --- --- --- ---
PGIM QMA Stock Index I PDSIX --- --- --- --- --- ---
BNY Mellon S&P 500 Index PEOPX --- --- --- --- --- ---
Pacific Funds Large-Cap C PFCCX --- --- --- --- --- ---
Pacific Funds Large-Cap Advisor PFCDX --- --- --- --- --- ---
RiskPro® PFG Equity 30+ R PFDEX --- --- --- --- --- ---
Pacific Funds Large-Cap S PFKIX --- --- --- --- --- ---
Pacific Funds Large-Cap A PFLAX --- --- --- --- --- ---
Parnassus Institutional PFPRX --- --- --- --- --- ---
Parnassus Endeavor Institutional PFPWX --- --- --- --- --- ---
Pacific Advisors Large Cap Value C PGCCX --- --- --- --- --- ---
Virtus Rampart Enhanced Core Equity C PGICX --- --- --- --- --- ---
Pioneer A PIODX --- --- --- --- --- ---
Pioneer R PIORX --- --- --- --- --- ---
Pioneer Core Equity A PIOTX --- --- --- --- --- ---
PGIM Jennison Rising Dividend A PJDAX --- --- --- --- --- ---
PGIM Jennison Rising Dividend C PJDCX --- --- --- --- --- ---
PGIM Jennison Rising Dividend R6 PJDQX --- --- --- --- --- ---
PGIM Jennison Rising Dividend Z PJDZX --- --- --- --- --- ---
PGIM Jennison Equity Income R PJERX --- --- --- --- --- ---
PGIM Jennison Equity Opportunity C PJGCX --- --- --- --- --- ---
PGIM Jennison Equity Opportunity Z PJGZX --- --- --- --- --- ---
PGIM Jennison Equity Opportunity A PJIAX --- --- --- --- --- ---
PGIM Jennison Equity Opportunity B PJIBX --- --- --- --- --- ---
PGIM Jennison Equity Income R6 PJIQX --- --- --- --- --- ---
PGIM Jennison Equity Opportunity R6 PJOQX --- --- --- --- --- ---
PGIM Jennison Equity Opportunity R PJORX --- --- --- --- --- ---
PNC Multi-Factor All Cap A PLEAX --- --- --- --- --- ---
PNC Multi-Factor All Cap C PLECX --- --- --- --- --- ---
PNC Multi-Factor All Cap I PLEIX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index Inst PLFIX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index R3 PLFMX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index R2 PLFNX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index R5 PLFPX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index R4 PLFSX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index C PLICX --- --- --- --- --- ---
Putnam Research R6 PLJMX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index R1 PLPIX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index A PLSAX --- --- --- --- --- ---
Putnam Multi-Cap Core A PMYAX --- --- --- --- --- ---
Putnam Multi-Cap Core B PMYBX --- --- --- --- --- ---
Putnam Multi-Cap Core C PMYCX --- --- --- --- --- ---
Putnam Multi-Cap Core M PMYMX --- --- --- --- --- ---
Putnam Multi-Cap Core R6 PMYTX --- --- --- --- --- ---
Putnam Multi-Cap Core Y PMYYX --- --- --- --- --- ---
Putnam Multi-Cap Core R PMYZX --- --- --- --- --- ---
Putnam Research A PNRAX --- --- --- --- --- ---
Pin Oak Equity POGSX --- --- --- --- --- ---
T. Rowe Price Total Equity Market Idx POMIX --- --- --- --- --- ---
PRIMECAP Odyssey Stock POSKX --- --- --- --- --- ---
PIMCO StocksPLUS® Admin PPLAX --- --- --- --- --- ---
PGIM QMA US Broad Market Index R6 PQBMX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity PLUS A PQMAX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity PLUS C PQMCX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity PLUS R6 PQMQX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity PLUS Z PQMZX --- --- --- --- --- ---
PGIM QMA Stock Index R6 PQSIX --- --- --- --- --- ---
Putnam Research C PRACX --- --- --- --- --- ---
Parnassus Core Equity Investor PRBLX --- --- --- --- --- ---
T. Rowe Price U.S. Equity Research PRCOX --- --- --- --- --- ---
T. Rowe Price Dividend Growth PRDGX --- --- --- --- --- ---
T. Rowe Price Equity Index 500 PREIX --- --- --- --- --- ---
Putnam Research B PRFBX --- --- --- --- --- ---
Putnam Research M PRFMX --- --- --- --- --- ---
T. Rowe Price Growth & Income PRGIX --- --- --- --- --- ---
Parnassus Core Equity Institutional PRILX --- --- --- --- --- ---
Putnam Research R PRSRX --- --- --- --- --- ---
T. Rowe Price Equity Index 500 I PRUIX --- --- --- --- --- ---
PGIM QMA Stock Index A PSIAX --- --- --- --- --- ---
PGIM QMA Stock Index C PSICX --- --- --- --- --- ---
PGIM QMA Stock Index Z PSIFX --- --- --- --- --- ---
PIMCO StocksPLUS® I2 PSKPX --- --- --- --- --- ---
PIMCO StocksPLUS® Absolute Return C PSOCX --- --- --- --- --- ---
PIMCO StocksPLUS® A PSPAX --- --- --- --- --- ---
PIMCO StocksPLUS® C PSPCX --- --- --- --- --- ---
Principal Large Cap S&P 500 Index J PSPJX --- --- --- --- --- ---
PIMCO StocksPLUS® Absolute Return I-3 PSPNX --- --- --- --- --- ---
PIMCO StocksPLUS® R PSPRX --- --- --- --- --- ---
PIMCO StocksPLUS® Absolute Return Instl PSPTX --- --- --- --- --- ---
Port Street Quality Growth Institutional PSQGX --- --- --- --- --- ---
PIMCO StocksPLUS® Instl PSTKX --- --- --- --- --- ---
PIMCO StocksPLUS® I-3 PSTNX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity Z PTEZX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity A PTMAX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity B PTMBX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity C PTMCX --- --- --- --- --- ---
PGIM QMA Large-Cap Core Equity R6 PTMQX --- --- --- --- --- ---
PIMCO StocksPLUS® Absolute Return A PTOAX --- --- --- --- --- ---
PIMCO StocksPLUS® Absolute Return I2 PTOPX --- --- --- --- --- ---
Putnam Research Y PURYX --- --- --- --- --- ---
Pioneer Core Equity Y PVFYX --- --- --- --- --- ---
Virtus Rampart Sector Trend A PWBAX --- --- --- --- --- ---
Virtus Rampart Sector Trend C PWBCX --- --- --- --- --- ---
Principal Capital Appreciation Inst PWCIX --- --- --- --- --- ---
Pax ESG Beta Quality Institutional PWGIX --- --- --- --- --- ---
Pax ESG Beta Dividend Fund Institutional PXDIX --- --- --- --- --- ---
Pax ESG Beta Quality A PXGAX --- --- --- --- --- ---
Virtus Rampart Enhanced Core Equity I PXIIX --- --- --- --- --- ---
Pax ESG Beta Quality Individual Investor PXWGX --- --- --- --- --- ---
Pioneer Y PYODX --- --- --- --- --- ---
AQR Large Cap Multi-Style I QCELX --- --- --- --- --- ---
AQR Large Cap Multi-Style N QCENX --- --- --- --- --- ---
AQR Large Cap Multi-Style R6 QCERX --- --- --- --- --- ---
Pear Tree Quality Institutional QGIAX --- --- --- --- --- ---
AQR Large Cap Relaxed Constraint Eq I QLRIX --- --- --- --- --- ---
AQR Large Cap Relaxed Constraint Eq N QLRNX --- --- --- --- --- ---
AQR Large Cap Relaxed Constraint Eq R6 QLRRX --- --- --- --- --- ---
AQR TM Large Cap Multi-Style I QTLLX --- --- --- --- --- ---
AQR TM Large Cap Multi-Style N QTLNX --- --- --- --- --- ---
AQR TM Large Cap Multi-Style R6 QTLRX --- --- --- --- --- ---
AQR Large Cap Defensive Style R6 QUERX --- --- --- --- --- ---
Victory RS Large Cap Alpha R RCEKX --- --- --- --- --- ---
Victory RS Large Cap Alpha Y RCEYX --- --- --- --- --- ---
Rock Oak Core Growth RCKSX --- --- --- --- --- ---
T. Rowe Price US Large-Cap Core I RCLIX --- --- --- --- --- ---
Victory RS Large Cap Alpha C RCOCX --- --- --- --- --- ---
Columbia Disciplined Core C RDCEX --- --- --- --- --- ---
Russell Inv Equity Income E REAEX --- --- --- --- --- ---
Russell Inv Equity Income Y REAYX --- --- --- --- --- ---
Aspiration Redwood REDWX --- --- --- --- --- ---
Russell Inv Sustainable Equity A REQAX --- --- --- --- --- ---
Russell Inv Sustainable Equity C REQCX --- --- --- --- --- ---
Russell Inv Sustainable Equity E REQEX --- --- --- --- --- ---
Russell Inv Equity Income C REQSX --- --- --- --- --- ---
Russell Inv Sustainable Equity S REQTX --- --- --- --- --- ---
Glenmede Responsible ESG US Equity RESGX --- --- --- --- --- ---
Russell Inv Tax-Managed US Large Cap S RETSX --- --- --- --- --- ---
Russell Inv Sustainable Equity Y REUYX --- --- --- --- --- ---
American Funds Fundamental Invs R2E RFEBX --- --- --- --- --- ---
American Funds Fundamental Invs R1 RFNAX --- --- --- --- --- ---
American Funds Fundamental Invs R2 RFNBX --- --- --- --- --- ---
American Funds Fundamental Invs R3 RFNCX --- --- --- --- --- ---
American Funds Fundamental Invs R4 RFNEX --- --- --- --- --- ---
American Funds Fundamental Invs R5 RFNFX --- --- --- --- --- ---
American Funds Fundamental Invs R6 RFNGX --- --- --- --- --- ---
American Funds Fundamental Invs R5E RFNHX --- --- --- --- --- ---
American Funds Invmt Co of Amer R2E RIBEX --- --- --- --- --- ---
American Funds Invmt Co of Amer R1 RICAX --- --- --- --- --- ---
American Funds Invmt Co of Amer R2 RICBX --- --- --- --- --- ---
American Funds Invmt Co of Amer R3 RICCX --- --- --- --- --- ---
American Funds Invmt Co of Amer R4 RICEX --- --- --- --- --- ---
American Funds Invmt Co of Amer R5 RICFX --- --- --- --- --- ---
American Funds Invmt Co of Amer R6 RICGX --- --- --- --- --- ---
American Funds Invmt Co of Amer R5E RICHX --- --- --- --- --- ---
Russell Inv Equity Income S RLISX --- --- --- --- --- ---
Lazard US Equity Concentrated R6 RLUEX --- --- --- --- --- ---
Lazard US Equity Select R6 RLUSX --- --- --- --- --- ---
T. Rowe Price U.S. Equity Research R RRCOX --- --- --- --- --- ---
Invesco Oppenheimer Rising Dividends R5 RSDQX --- --- --- --- --- ---
Russell Inv US Strategic Equity A RSEAX --- --- --- --- --- ---
Russell Inv US Strategic Equity C RSECX --- --- --- --- --- ---
Russell Inv US Strategic Equity E RSEEX --- --- --- --- --- ---
Russell Inv US Strategic Equity S RSESX --- --- --- --- --- ---
Russell Inv US Dynamic Equity A RSGAX --- --- --- --- --- ---
Russell Inv US Dynamic Equity C RSGCX --- --- --- --- --- ---
Russell Inv US Dynamic Equity E RSGEX --- --- --- --- --- ---
Russell Inv US Dynamic Equity S RSGSX --- --- --- --- --- ---
Russell Inv US Dynamic Equity Y RSGTX --- --- --- --- --- ---
Columbia Disciplined Core Inst2 RSIPX --- --- --- --- --- ---
Russell Inv Equity Income A RSQAX --- --- --- --- --- ---
Russell Inv Multifactor US Equity A RTDAX --- --- --- --- --- ---
Russell Inv Multifactor US Equity C RTDCX --- --- --- --- --- ---
Russell Inv Multifactor US Equity R6 RTDRX --- --- --- --- --- ---
Russell Inv Multifactor US Equity S RTDSX --- --- --- --- --- ---
Russell Inv Multifactor US Equity M RTDTX --- --- --- --- --- ---
Russell Inv Multifactor US Equity Y RTDYX --- --- --- --- --- ---
Russell Inv Tax-Managed US Large Cap A RTLAX --- --- --- --- --- ---
Russell Inv Tax-Managed US Large Cap C RTLCX --- --- --- --- --- ---
Russell Inv Tax-Managed US Large Cap E RTLEX --- --- --- --- --- ---
Russell Inv Tax-Managed US Large Cap M RTMTX --- --- --- --- --- ---
Russell Inv US Strategic Equity M RUSTX --- --- --- --- --- ---
American Funds Washington Mutual R2E RWEBX --- --- --- --- --- ---
American Funds Washington Mutual R1 RWMAX --- --- --- --- --- ---
American Funds Washington Mutual R2 RWMBX --- --- --- --- --- ---
American Funds Washington Mutual R3 RWMCX --- --- --- --- --- ---
American Funds Washington Mutual R4 RWMEX --- --- --- --- --- ---
American Funds Washington Mutual R5 RWMFX --- --- --- --- --- ---
American Funds Washington Mutual R6 RWMGX --- --- --- --- --- ---
American Funds Washington Mutual R5E RWMHX --- --- --- --- --- ---
Rydex S&P 500 A RYSOX --- --- --- --- --- ---
Rydex S&P 500 H RYSPX --- --- --- --- --- ---
Rydex S&P 500 C RYSYX --- --- --- --- --- ---
SA US Core Market Select SAALX --- --- --- --- --- ---
Spirit of America Large Cap Value C SACVX --- --- --- --- --- ---
SA US Core Market Investor SAMKX --- --- --- --- --- ---
Barrett Opportunity SAOPX --- --- --- --- --- ---
ClearBridge Appreciation C SAPCX --- --- --- --- --- ---
ClearBridge Appreciation I SAPYX --- --- --- --- --- ---
ClearBridge Dividend Strategy C SBPLX --- --- --- --- --- ---
AmericaFirst Large Cap Shr Buyback A SBQAX --- --- --- --- --- ---
AmericaFirst Large Cap Shr Buyback I SBQIX --- --- --- --- --- ---
AmericaFirst Large Cap Shr Buyback U SBQUX --- --- --- --- --- ---
QS S&P 500 Index D SBSDX --- --- --- --- --- ---
QS S&P 500 Index A SBSPX --- --- --- --- --- ---
DWS Core Equity S SCDGX --- --- --- --- --- ---
SEI Large Cap Disciplined Eq A (SIIT) SCPAX --- --- --- --- --- ---
DWS S&P 500 Index S SCPIX --- --- --- --- --- ---
Touchstone Large Cap Focused Instl SCRLX --- --- --- --- --- ---
Touchstone Large Cap Focused C SCSCX --- --- --- --- --- ---
SEI Dynamic Asset Allocation A (SIIT) SDLAX --- --- --- --- --- ---
Sit Dividend Growth I SDVGX --- --- --- --- --- ---
Sit Dividend Growth S SDVSX --- --- --- --- --- ---
SEI Dynamic Asset Allocation F (SIMT) SDYAX --- --- --- --- --- ---
SEI Dynamic Asset Allocation Y (SIMT) SDYYX --- --- --- --- --- ---
Guggenheim StylePlus - Large Core A SECEX --- --- --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx C SEEBX --- --- --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx Instl SEECX --- --- --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx R6 SEEHX --- --- --- --- --- ---
Crossmark Steward Lrg Cap Enh Idx A SEEKX --- --- --- --- --- ---
SEI US Equity Factor Allocation A (SIIT) SEHAX --- --- --- --- --- ---
Touchstone Large Cap Focused A SENCX --- --- --- --- --- ---
Sit ESG Growth S SESGX --- --- --- --- --- ---
Guggenheim StylePlus - Large Core C SFECX --- --- --- --- --- ---
Guggenheim StylePlus - Large Core P SFEPX --- --- --- --- --- ---
SGI US Large Cap Equity C SGICX --- --- --- --- --- ---
Columbia Contrarian Core V SGIEX --- --- --- --- --- ---
ClearBridge Appreciation A SHAPX --- --- --- --- --- ---
Stone Harbor 500 Plus Instl SHERX --- --- --- --- --- ---
Touchstone Large Cap Focused Y SICWX --- --- --- --- --- ---
SGI US Large Cap Equity I SILVX --- --- --- --- --- ---
SIM US Core Managed Volatility Z SIMUX --- --- --- --- --- ---
Selected American Shares D SLADX --- --- --- --- --- ---
Selected American Shares S SLASX --- --- --- --- --- ---
SEI Large Cap A (SIIT) SLCAX --- --- --- --- --- ---
Selective Opportunity Service SLCSX --- --- --- --- --- ---
Selective Opportunity Foundation SLCTX --- --- --- --- --- ---
SEI Large Cap F (SIMT) SLGAX --- --- --- --- --- ---
SEI Large Cap Index F (SIMT) SLGFX --- --- --- --- --- ---
SEI Large Cap Y (SIMT) SLYCX --- --- --- --- --- ---
Columbia Contrarian Core Inst SMGIX --- --- --- --- --- ---
Schroder North American Equity Inv SNAEX --- --- --- --- --- ---
Schwab 1000 Index® SNXFX --- --- --- --- --- ---
Spirit of America Large Cap Value A SOAVX --- --- --- --- --- ---
ClearBridge Dividend Strategy A SOPAX --- --- --- --- --- ---
ClearBridge Dividend Strategy I SOPYX --- --- --- --- --- ---
Shelton S&P 500 Index Direct SPFIX --- --- --- --- --- ---
Invesco S&P 500 Index A SPIAX --- --- --- --- --- ---
Invesco S&P 500 Index C SPICX --- --- --- --- --- ---
Invesco S&P 500 Index Y SPIDX --- --- --- --- --- ---
SEI S&P 500 Index I (SIMT) SPIIX --- --- --- --- --- ---
SEI S&P 500 Index A (SIIT) SPINX --- --- --- --- --- ---
Invesco S&P 500 Index R6 SPISX --- --- --- --- --- ---
PGIM Jennison Equity Income A SPQAX --- --- --- --- --- ---
Symmetry Panoramic US Equity I SPUSX --- --- --- --- --- ---
Shelton S&P 500 Index K SPXKX --- --- --- --- --- ---
MFS Equity Opportunities A SRFAX --- --- --- --- --- ---
MFS Equity Opportunities B SRFBX --- --- --- --- --- ---
MFS Equity Opportunities C SRFCX --- --- --- --- --- ---
MFS Equity Opportunities R1 SRFDX --- --- --- --- --- ---
MFS Equity Opportunities R2 SRFEX --- --- --- --- --- ---
MFS Equity Opportunities R3 SRFFX --- --- --- --- --- ---
MFS Equity Opportunities R4 SRFGX --- --- --- --- --- ---
MFS Equity Opportunities R6 SRFHX --- --- --- --- --- ---
MFS Equity Opportunities I SRFIX --- --- --- --- --- ---
Sarofim Equity SRFMX --- --- --- --- --- ---
Victory Diversified Stock A SRVEX --- --- --- --- --- ---
State Street Equity 500 Index II SSEYX --- --- --- --- --- ---
State Street Equity 500 Index R SSFRX --- --- --- --- --- ---
SEI S&P 500 Index F (SIMT) SSPIX --- --- --- --- --- ---
State Street Equity 500 Index A SSSVX --- --- --- --- --- ---
State Street Equity 500 Index I SSSWX --- --- --- --- --- ---
State Street Equity 500 Index K SSSYX --- --- --- --- --- ---
Victory Special Value A SSVSX --- --- --- --- --- ---
State Street Equity 500 Index Svc STBIX --- --- --- --- --- ---
Stralem Equity STEFX --- --- --- --- --- ---
State Street Equity 500 Index Adm STFAX --- --- --- --- --- ---
State Farm Growth STFGX --- --- --- --- --- ---
SEI Tax-Managed Large Cap Y (SIMT) STLYX --- --- --- --- --- ---
BlackRock Exchange BlackRock STSEX --- --- --- --- --- ---
State Street Instl US Equity Inv SUSIX --- --- --- --- --- ---
State Street Instl US Equity Svc SUSSX --- --- --- --- --- ---
DWS Core Equity A SUWAX --- --- --- --- --- ---
DWS Core Equity C SUWCX --- --- --- --- --- ---
DWS Core Equity Inst SUWIX --- --- --- --- --- ---
DWS Core Equity R SUWTX --- --- --- --- --- ---
DWS Core Equity T SUWUX --- --- --- --- --- ---
DWS Core Equity R6 SUWZX --- --- --- --- --- ---
State Street S&P 500 Index N SVSPX --- --- --- --- --- ---
Schwab Core Equity SWANX --- --- --- --- --- ---
Schwab® S&P 500 Index SWPPX --- --- --- --- --- ---
Schwab Total Stock Market Index SWTSX --- --- --- --- --- ---
DWS S&P 500 Index A SXPAX --- --- --- --- --- ---
DWS S&P 500 Index C SXPCX --- --- --- --- --- ---
DWS S&P 500 Index R6 SXPRX --- --- --- --- --- ---
Touchstone Anti-Benchmark® US Cor EqIns TABOX --- --- --- --- --- ---
Touchstone Anti-Benchmark® US Cor Eq Y TABYX --- --- --- --- --- ---
Touchstone Large Cap A TACLX --- --- --- --- --- ---
T. Rowe Price Dividend Growth Advisor TADGX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core A TAGRX --- --- --- --- --- ---
Castle Tandem Institutional TANDX --- --- --- --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Adv TCCHX --- --- --- --- --- ---
TIAA-CREF Equity Index Premier TCEPX --- --- --- --- --- ---
TIAA-CREF Equity Index Advisor TEIHX --- --- --- --- --- ---
TIAA-CREF Equity Index W TEQWX --- --- --- --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Retire TEWCX --- --- --- --- --- ---
Touchstone Large Cap C TFCCX --- --- --- --- --- ---
Touchstone Focused C TFFCX --- --- --- --- --- ---
Touchstone Focused Instl TFFIX --- --- --- --- --- ---
Touchstone Focused Y TFFYX --- --- --- --- --- ---
Touchstone Focused A TFOAX --- --- --- --- --- ---
T. Rowe Price Growth & Income I TGTIX --- --- --- --- --- ---
Thompson LargeCap THPGX --- --- --- --- --- ---
TIAA-CREF Social Choice Eq Advisor TICHX --- --- --- --- --- ---
TIAA-CREF Social Choice Eq Retail TICRX --- --- --- --- --- ---
TIAA-CREF Equity Index Instl TIEIX --- --- --- --- --- ---
TIAA-CREF Equity Index Retail TINRX --- --- --- --- --- ---
TIAA-CREF Equity Index R TIQRX --- --- --- --- --- ---
TIAA-CREF S&P 500 Index Advisor TISAX --- --- --- --- --- ---
TIAA-CREF Social Choice Eq Instl TISCX --- --- --- --- --- ---
TIAA-CREF S&P 500 Index Instl TISPX --- --- --- --- --- ---
Transamerica Large Core R4 TLAFX --- --- --- --- --- ---
Transamerica Large Core R TLARX --- --- --- --- --- ---
Transamerica Large Core I3 TLATX --- --- --- --- --- ---
Touchstone Large Cap Institutional TLCIX --- --- --- --- --- ---
Touchstone Large Cap Y TLCYX --- --- --- --- --- ---
Morgan Stanley Pathway Large Cap Eq TLGUX --- --- --- --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX --- --- --- --- --- ---
SEI Tax-Managed Large Cap F (SIMT) TMLCX --- --- --- --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Instl TNWCX --- --- --- --- --- ---
Tocqueville TOCQX --- --- --- --- --- ---
TIAA-CREF Social Choice LwCrbn Eq Prmr TPWCX --- --- --- --- --- ---
Trend Aggregation Dividend And Inc Instl TRDVX --- --- --- --- --- ---
Patriot A TRFAX --- --- --- --- --- ---
Patriot C TRFCX --- --- --- --- --- ---
Patriot I TRFTX --- --- --- --- --- ---
T. Rowe Price Instl US Structured Rsrch TRISX --- --- --- --- --- ---
TIAA-CREF Social Choice Eq Premier TRPSX --- --- --- --- --- ---
TIAA-CREF Social Choice Eq Retire TRSCX --- --- --- --- --- ---
TIAA-CREF S&P 500 Index Retire TRSPX --- --- --- --- --- ---
T. Rowe Price US Large-Cap Core TRULX --- --- --- --- --- ---
JHancock Fundamental Large Cap Core B TSGWX --- --- --- --- --- ---
Transamerica Stock Index R4 TSTFX --- --- --- --- --- ---
Transamerica Stock Index R TSTRX --- --- --- --- --- ---
Thornburg Value A TVAFX --- --- --- --- --- ---
Thornburg Value C TVCFX --- --- --- --- --- ---
Thornburg Value I TVIFX --- --- --- --- --- ---
Thornburg Value R4 TVIRX --- --- --- --- --- ---
Thornburg Value R3 TVRFX --- --- --- --- --- ---
Thornburg Value R5 TVRRX --- --- --- --- --- ---
USAA Growth & Income Institutional UIGIX --- --- --- --- --- ---
Pear Tree Quality Ordinary USBOX --- --- --- --- --- ---
USAA Growth & Income Adviser USGIX --- --- --- --- --- ---
USAA Growth & Income USGRX --- --- --- --- --- ---
Invesco US Managed Volatility R6 USMVX --- --- --- --- --- ---
USAA 500 Index Reward USPRX --- --- --- --- --- ---
USAA 500 Index Member USSPX --- --- --- --- --- ---
Invesco Equally-Wtd S&P 500 A VADAX --- --- --- --- --- ---
Invesco Equally-Wtd S&P 500 C VADCX --- --- --- --- --- ---
Invesco Equally-Wtd S&P 500 Y VADDX --- --- --- --- --- ---
Invesco Equally-Wtd S&P 500 R6 VADFX --- --- --- --- --- ---
Invesco Equally-Wtd S&P 500 R VADRX --- --- --- --- --- ---
Virtus Rampart Equity Trend A VAPAX --- --- --- --- --- ---
Virtus Rampart Equity Trend C VAPCX --- --- --- --- --- ---
Virtus Rampart Equity Trend I VAPIX --- --- --- --- --- ---
Virtus Rampart Sector Trend I VARIX --- --- --- --- --- ---
VALIC Company I Core Equity VCCEX --- --- --- --- --- ---
VALIC Company I Growth & Income VCGAX --- --- --- --- --- ---
Voya Corporate Leaders 100 P3 VCLPX --- --- --- --- --- ---
Voya Corporate Leaders 100 R6 VCLRX --- --- --- --- --- ---
VALIC Company II U.S. Socially Rspnb VCSRX --- --- --- --- --- ---
Vanguard Dividend Appreciation Index Adm VDADX --- --- --- --- --- ---
Vanguard Dividend Appreciation Index Inv VDAIX --- --- --- --- --- ---
Vanguard Dividend Growth Inv VDIGX --- --- --- --- --- ---
Victory Diversified Stock C VDSCX --- --- --- --- --- ---
Victory Diversified Stock I VDSIX --- --- --- --- --- ---
Victory Diversified Stock R6 VDSRX --- --- --- --- --- ---
Victory Diversified Stock Y VDSYX --- --- --- --- --- ---
Virtus Rampart Enhanced Core Equity R6 VECRX --- --- --- --- --- ---
Vanguard 500 Index Institutional Select VFFSX --- --- --- --- --- ---
Vanguard 500 Index Admiral VFIAX --- --- --- --- --- ---
Vanguard 500 Index Investor VFINX --- --- --- --- --- ---
Vanguard FTSE Social Index Admiral VFTAX --- --- --- --- --- ---
Vanguard FTSE Social Index I VFTNX --- --- --- --- --- ---
Vanguard FTSE Social Index Inv VFTSX --- --- --- --- --- ---
Vanguard Growth & Income Adm VGIAX --- --- --- --- --- ---
USA Mutuals Vice A VICAX --- --- --- --- --- ---
USA Mutuals Vice C VICCX --- --- --- --- --- ---
USA Mutuals Vice Investor VICEX --- --- --- --- --- ---
USA Mutuals Vice Institutional VICVX --- --- --- --- --- ---
Vanguard Institutional Index Instl Pl VIIIX --- --- --- --- --- ---
Vanguard Institutional Index I VINIX --- --- --- --- --- ---
Voya Index Plus LargeCap Port ADV VIPAX --- --- --- --- --- ---
Vanguard Instl Ttl Stk Mkt Idx I VITNX --- --- --- --- --- ---
Vanguard Instl Ttl Stk Mkt Idx InstlPls VITPX --- --- --- --- --- ---
Vanguard Total Stock Market Idx I VITSX --- --- --- --- --- ---
Vanguard Large Cap Index Investor VLACX --- --- --- --- --- ---
Vanguard Large Cap Index Admiral VLCAX --- --- --- --- --- ---
VALIC Company I Large Cap Core VLCCX --- --- --- --- --- ---
Vanguard Large Cap Index Institutional VLISX --- --- --- --- --- ---
Vanguard Mega Cap Index Institutional VMCTX --- --- --- --- --- ---
Natixis Vaughan Nelson Select A VNSAX --- --- --- --- --- ---
Natixis Vaughan Nelson Select C VNSCX --- --- --- --- --- ---
Natixis Vaughan Nelson Select N VNSNX --- --- --- --- --- ---
Natixis Vaughan Nelson Select Y VNSYX --- --- --- --- --- ---
Volumetric VOLMX --- --- --- --- --- ---
Vanguard PRIMECAP Core Inv VPCCX --- --- --- --- --- ---
Voya US Stock Index P2 VPSPX --- --- --- --- --- ---
Vanguard Growth & Income Inv VQNPX --- --- --- --- --- ---
Vanguard Russell 1000 Index I VRNIX --- --- --- --- --- ---
Virtus Rampart Equity Trend R6 VRPAX --- --- --- --- --- ---
Vanguard Russell 3000 Index I VRTTX --- --- --- --- --- ---
Vanguard Total Stock Mkt Idx Instl Pls VSMPX --- --- --- --- --- ---
Victory Special Value I VSPIX --- --- --- --- --- ---
VALIC Company I Stock Index VSTIX --- --- --- --- --- ---
Vanguard Total Stock Mkt Idx Instl Sel VSTSX --- --- --- --- --- ---
Victory Special Value C VSVCX --- --- --- --- --- ---
Victory Special Value R VSVGX --- --- --- --- --- ---
Victory Special Value Y VSVYX --- --- --- --- --- ---
Vanguard Tax-Managed Capital App I VTCIX --- --- --- --- --- ---
Vanguard Tax-Managed Capital App Adm VTCLX --- --- --- --- --- ---
Vanguard Total Stock Mkt Idx Adm VTSAX --- --- --- --- --- ---
Vanguard Total Stock Mkt Idx Inv VTSMX --- --- --- --- --- ---
Vulcan Value Partners Institutional VVILX --- --- --- --- --- ---
Vulcan Value Partners VVPLX --- --- --- --- --- ---
Westfield Capital Dividend Growth Inv WCDGX --- --- --- --- --- ---
Westfield Capital Dividend Growth Instl WDIVX --- --- --- --- --- ---
TETON Westwood Equity A WEECX --- --- --- --- --- ---
TETON Westwood Equity I WEEIX --- --- --- --- --- ---
TETON Westwood Equity C WEQCX --- --- --- --- --- ---
TETON Westwood Equity AAA WESWX --- --- --- --- --- ---
Wells Fargo Diversified Equity C WFDEX --- --- --- --- --- ---
Wells Fargo Index A WFILX --- --- --- --- --- ---
Wells Fargo Index C WFINX --- --- --- --- --- ---
Wells Fargo Index Admin WFIOX --- --- --- --- --- ---
Wilshire 5000 Index Invmt WFIVX --- --- --- --- --- ---
Wells Fargo Large Cap Core Admin WFLLX --- --- --- --- --- ---
iShares S&P 500 Index K WFSPX --- --- --- --- --- ---
Westwood LargeCap Value Institutional WHGLX --- --- --- --- --- ---
Wilshire 5000 Index Instl WINDX --- --- --- --- --- ---
Wells Fargo Factor Enhanced Large Cap WLECX --- --- --- --- --- ---
Wells Fargo Low Volatility US Eq Adm WLVDX --- --- --- --- --- ---
Westwood Low Volatility Equity Inst WLVIX --- --- --- --- --- ---
Wells Fargo Low Volatility US Eq R6 WLVJX --- --- --- --- --- ---
Wells Fargo Low Volatility US Eq C WLVKX --- --- --- --- --- ---
Wells Fargo Low Volatility US Eq A WLVLX --- --- --- --- --- ---
Wells Fargo Low Volatility US Eq Instl WLVOX --- --- --- --- --- ---
American Funds Washington Mutual F2 WMFFX --- --- --- --- --- ---
Wilmington Large-Cap Strategy Instl WMLIX --- --- --- --- --- ---
White Oak Select Growth WOGSX --- --- --- --- --- ---
Walden Equity WSEFX --- --- --- --- --- ---
American Funds Washington Mutual C WSHCX --- --- --- --- --- ---
American Funds Washington Mutual F1 WSHFX --- --- --- --- --- ---
Westwood LargeCap Value A WWLAX --- --- --- --- --- ---
YCG Enhanced YCGEX --- --- --- --- --- ---
AMG Yacktman Focused Sec Selectn Only I YFSIX --- --- --- --- --- ---
AMG Yacktman Focused Sec Selectn Only N YFSNX --- --- --- --- --- ---