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Mutual Funds Performance Equity > Market-Cap > Multi-Cap

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Category Average Return
Ticker Fund 2026
YTD
2025
2024
2023
ABVAX AB Value Fund 0%0%5.61%12.95%
ACGCX American Century Disciplined Core Value Fund 0%0%5.84%6.66%
ADCCX American Century Disciplined Growth Fund 0%0%11.48%41.65%
ADCIX American Century Disciplined Growth Fund 0%0%9.1%43.27%
ADCVX American Century Disciplined Growth Fund 0%0%10.16%42.72%
ADCYX American Century Disciplined Growth Fund 0%0%8.3%43.35%
ADGAX AB Core Opportunities Fund, Inc 0%0%11.15%15.25%
ADGCX AB Core Opportunities Fund, Inc 0%0%8.59%12.49%
ADGGX American Century Disciplined Growth Fund 0%0%9.22%43.22%
ADGIX AB Core Opportunities Fund, Inc 0%0%6.65%15.7%
ADGKX AB Core Opportunities Fund, Inc 0%0%8.9%15.38%
ADGRX AB Core Opportunities Fund, Inc 0%0%8.8%14.86%
ADGYX AB Core Opportunities Fund, Inc 0%0%12.44%15.6%
ADGZX AB Core Opportunities Fund, Inc 0%0%9.01%15.65%
ADOAX ACM Dynamic Opportunity Fund 0%0%11.57%5.31%
ADOIX ACM Dynamic Opportunity Fund 0%0%11.7%5.33%
ADRRX American Century Disciplined Growth Fund 0%0%10.04%42.4%
ADSIX American Century Disciplined Growth Fund 0%0%10.23%43.01%
ADVGX Advisory Research All Cap Value Fund 0%0%0.88%19.91%
AFAVX AMG River Road Focused Absolute Value Fund 0%0%7.73%9.4%
AGFIX AB Growth Fund 0%0%10.37%29.28%
AGFKX AB Growth Fund 0%0%13.87%27.91%
AGFRX AB Growth Fund 0%0%10.21%27.01%
AGRCX AB Growth Fund 0%0%13.66%5.67%
AGRFX AB Growth Fund 0%0%10.59%28.2%
AGRYX AB Growth Fund 0%0%13.86%29.69%
AICGX American Century Disciplined Core Value Fund 0%0%9.05%6.66%
AICRX American Century Disciplined Core Value Fund 0%0%4.71%6.69%
AKREX Akre Focus Fund 0%0%2.2%23.8%
AKRIX Akre Focus Fund 0%0%4.74%24.32%
AKRSX Akre Focus Fund 0%0%3.57%24.45%
AMADX American Century Disciplined Core Value Fund 0%0%5.91%6.67%
AMAGX Amana Growth Fund 0%0%9.21%24.84%
AMFEX AAMA Equity Fund 0%0%3.75%16.25%
AMGIX American Century Disciplined Core Value Fund 0%0%9.05%6.7%
AMIGX Amana Growth Fund 0%0%9.51%24.95%
AMOMX AQR Large Cap Momentum Style Fund 0%0%12.85%3.39%
AMONX AQR Large Cap Momentum Style Fund 0%0%8.68%3.27%
ANDGX American Century NT Disciplined Growth Fund 0%0%0%0%
ANEFX American Funds New Economy Fund 0%0%7.15%24.07%
ANFCX American Funds New Economy Fund 0%0%8.52%22.54%
ANFFX American Funds New Economy Fund 0%0%11.02%24.11%
ANTDX American Century NT Disciplined Growth Fund 0%0%0%0%
APDLX Artisan Value Fund 0%0%1.68%17.76%
APHLX Artisan Value Fund 0%0%6.66%17.84%
APSHX Pinnacle Sherman Multi-Strategy Core Fund 0%0%2.41%18.52%
AQEIX LKCM Aquinas Catholic Equity Fund 0%0%4.18%11.16%
ARRFX AMG River Road Focused Absolute Value Fund 0%0%7.65%9.39%
ARRZX AMG River Road Focused Absolute Value Fund 0%0%4.93%9.41%
ARSKX Archer Stock Fund 0%0%7.3%17.49%
ARTLX Artisan Value Fund 0%0%2.91%17.91%
ASMMX Invesco Summit Fund 0%0%13.18%36.65%
ASMYX Invesco Summit Fund 0%0%11.42%36.98%
ATVPX Alger 35 Fund 0%0%17.65%31.41%
AUERX Auer Growth Fund 0%0%4.12%15.78%
AVEAX Ave Maria Focused Fund 0%0%-3.5%38.73%
AVEGX Ave Maria Growth Fund 0%0%3.69%27.02%
AWGIX CIBC Atlas All Cap Growth Fund 0%0%9.72%33.87%
BAFWX Brown Advisory Sustainable Growth Fund 0%0%8.65%39.06%
BASMX iShares Total US Stock Market Index Fund 0%0%6.7%24.04%
BAWAX Brown Advisory Sustainable Growth Fund 0%0%8.52%38.52%
BCAMX Boston Common ESG Impact US Equity Fund 0%0%8.2%19.18%
BCIFX Blue Chip Investor Fund 0%0%9.55%13.59%
BFONX Biondo Focus Fund 0%0%12.56%25.07%
BGFIX William Blair Growth Fund 0%0%6.97%25.81%
BGGKX Baillie Gifford Funds: US Equity Growth Fund 0%0%2.31%46.02%
BGGSX Baillie Gifford Funds: US Equity Growth Fund 0%0%7.89%45.93%
BGRWX Barrett Growth Fund 0%0%9.14%28.92%
BIAWX Brown Advisory Sustainable Growth Fund 0%0%8.6%38.88%
BIGRX American Century Disciplined Core Value Fund 0%0%5.9%6.68%
BIGTX Monteagle Texas Fund 0%0%3.37%8.62%
BIOIX Baron Opportunity Fund 0%0%14.67%49.98%
BIOPX Baron Opportunity Fund 0%0%15.31%49.55%
BIOUX Baron Opportunity Fund 0%0%10%49.96%
BIRAX BlackRock Advantage ESG U.S. Equity Fund 0%0%9.67%24.21%
BIRCX BlackRock Advantage ESG U.S. Equity Fund 0%0%8.54%24.14%
BIRIX BlackRock Advantage ESG U.S. Equity Fund 0%0%5.46%24.23%
BIRKX BlackRock Advantage ESG U.S. Equity Fund 0%0%8.23%24.28%
BITSX iShares Total US Stock Market Index Fund 0%0%6.69%24.07%
BKTSX iShares Total US Stock Market Index Fund 0%0%5.1%24.07%
BMPEX Beck, Mack & Oliver Partners Fund 0%0%4.35%32.24%
BOPAX Sterling Capital Special Opportunities Fund 0%0%4.04%3.54%
BOPCX Sterling Capital Special Opportunities Fund 0%0%3.79%-4.89%
BOPIX Sterling Capital Special Opportunities Fund 0%0%3.78%5.48%
BOYAX Boyar Value Fund 0%0%3.41%13.54%
BPAIX Boston Partners All-Cap Value Fund 0%0%3.3%1%
BPAVX Boston Partners All-Cap Value Fund 0%0%3.22%0.94%
BRAGX Bridgeway Aggressive Investors 1 Fund 0%0%11.72%22.02%
BRTNX Bretton Fund 0%0%5.79%28.91%
BRWIX AMG Managers Brandywine Fund 0%0%1.43%13.01%
BUFTX Buffalo Discovery Fund 0%0%2.92%24.3%
BUNRX Bullfinch Fund Unrestricted Series 0%0%-2.98%11.64%
BUYAX Catalyst Buyback Strategy Fund 0%0%0%0%
BUYCX Catalyst Buyback Strategy Fund 0%0%0%0%
BUYIX Catalyst Buyback Strategy Fund 0%0%0%0%
BVEFX Becker Value Equity Fund 0%0%4.85%-2.37%
BVEIX Becker Value Equity Fund 0%0%6.41%-2.14%
BVSIX Baywood SociallyResponsible Fund 0%0%5.95%8.13%
BWNYX Bullfinch Fund Greater Western New York Series 0%0%2.65%9.76%
CGMFX CGM Focus Fund 0%0%0%0%
CGRIX Calamos Growth Fund 0%0%11.14%34.02%
CLFFX Clifford Capital Partners Fund 0%0%-4.62%-0.22%
CLIFX Clifford Capital Partners Fund 0%0%-0.11%-0.11%
CLPAX Catalyst Exceed Defined Risk Fund 0%0%3.07%35.92%
CLPCX Catalyst Exceed Defined Risk Fund 0%0%1.2%34.7%
CLPFX Catalyst Exceed Defined Risk Fund 0%0%0.5%36.16%
CMNCX Principal Capital Appreciation Fund 0%0%0%7.75%
CMNWX Principal Capital Appreciation Fund 0%0%10.32%24.13%
CNGAX American Funds New Economy Fund 0%0%7.13%24%
CNGCX American Funds New Economy Fund 0%0%6.41%22.56%
CNGEX American Funds New Economy Fund 0%0%10.96%23.84%
CNGFX American Funds New Economy Fund 0%0%7.07%23.99%
CONWX Concorde Wealth Management Fund 0%0%4.87%-1.93%
CPEAX Catalyst Dynamic Alpha Fund 0%0%12.96%13.44%
CPECX Catalyst Dynamic Alpha Fund 0%0%11.96%12.59%
CPEIX Catalyst Dynamic Alpha Fund 0%0%13.84%13.38%
CPOAX Morgan Stanley Insight Fund 0%0%1.14%52.72%
CPOCX Morgan Stanley Insight Fund 0%0%2.55%52.08%
CPODX Morgan Stanley Insight Fund 0%0%-2.56%53.03%
CPSHX Pinnacle Sherman Multi-Strategy Core Fund 0%0%6.02%17.73%
CRIEX CRM All Cap Value Fund 0%0%0.15%3.34%
CRMEX CRM All Cap Value Fund 0%0%1.37%3.3%
CSMMX Invesco Summit Fund 0%0%12.97%35.56%
CUHAX Victory US 500 Enhanced Volatility Wtd Index Fund 0%0%4.07%-5.7%
CUHCX Victory US 500 Enhanced Volatility Wtd Index Fund 0%0%2.68%-5.79%
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund 0%0%2.71%-5.6%
CVAAX Calamos Select Fund 0%0%9.35%21.37%
CVACX Calamos Select Fund 0%0%7.77%19.33%
CVAIX Calamos Select Fund 0%0%9.43%21.84%
CVGCX Calamos Growth Fund 0%0%10.82%21.46%
CVGRX Calamos Growth Fund 0%0%12.07%31.67%
CWCFX Christopher Weil & Company Core Investment Fund 0%0%3.78%5.29%
CZOVX Zacks All-Cap Core Fund 0%0%10.81%-2.98%
DDDAX 13D Activist Fund 0%0%1.14%5.91%
DDDCX 13D Activist Fund 0%0%1.65%4.89%
DDDIX 13D Activist Fund 0%0%-0.23%6.34%
DENVX MassMutual Premier Disciplined Value Fund 0%0%8.33%2.75%
DEOPX Davenport Equity Opportunities Fund 0%0%2.85%21.25%
DFDPX DF Dent Premier Growth Fund 0%0%3.58%3.97%
DFEOX DFA US Core Equity 1 Portfolio 0%0%6.77%21.05%
DFMAX Davidson Multi-Cap Equity Fund 0%0%4.34%14.95%
DFMIX Davidson Multi-Cap Equity Fund 0%0%5.36%14.94%
DFQTX DFA US Core Equity 2 Portfolio 0%0%3.88%19.59%
DFSIX DFA US Sustainability Core 1 Portfolio 0%0%4.81%24.03%
DFSRX Delaware Select Growth Fund 0%0%8.18%36.52%
DFUEX DFA US Social Core Equity 2 Portfolio 0%0%4.42%23.53%
DGOCX Davis Opportunity Fund 0%0%4.47%12.31%
DGOYX Davis Opportunity Fund 0%0%7.51%15.06%
DHAMX Centre American Select Equity Fund 0%0%6.6%12.02%
DHANX Centre American Select Equity Fund 0%0%5.17%12.44%
DHLTX Diamond Hill All Cap Select Fund 0%0%7.04%29.86%
DHTAX Diamond Hill All Cap Select Fund 0%0%10.81%29.83%
DHTYX Diamond Hill All Cap Select Fund 0%0%10.95%29.9%
DIEQX Domini Impact Equity Fund 0%0%4.17%26.8%
DPUAX Dreyfus US Equity Fund 0%0%5.74%-53.51%
DPUCX Dreyfus US Equity Fund 0%0%5.66%-65.64%
DPUIX Dreyfus US Equity Fund 0%0%5.66%-52.44%
DPUYX Dreyfus US Equity Fund 0%0%7.38%-52.53%
DRTCX Dreyfus Sustainable US Equity Fund, Inc 0%0%9.63%19.65%
DRTHX Dreyfus Sustainable US Equity Fund, Inc 0%0%6.39%19.72%
DSEFX Domini Impact Equity Fund 0%0%5.79%27.06%
DSEPX Domini Impact Equity Fund 0%0%5.82%26.88%
DSFRX Domini Impact Equity Fund 0%0%4.47%26.78%
DTCAX Dreyfus Sustainable US Equity Fund, Inc 0%0%5.35%19.5%
DTCCX Dreyfus Sustainable US Equity Fund, Inc 0%0%9.33%18.41%
DTCYX Dreyfus Sustainable US Equity Fund, Inc 0%0%5.4%19.68%
DVEAX Delaware Select Growth Fund 0%0%4.97%36.82%
DVECX Delaware Select Growth Fund 0%0%4.93%35.84%
EACPX Eaton Vance Tax-Managed Multi-Cap Growth Fund 0%0%3.44%41.77%
EARFX First Eagle Fund of America 0%0%0%12.52%
EARVX First Eagle US Value Fund 0%0%1.85%7.27%
ECCPX Eaton Vance Tax-Managed Multi-Cap Growth Fund 0%0%3.09%40.73%
EKOAX Wells Fargo Omega Growth Fund 0%0%8.31%26.25%
EKOCX Wells Fargo Omega Growth Fund 0%0%6.34%18.08%
EKONX Wells Fargo Omega Growth Fund 0%0%6.92%27.96%
EKORX Wells Fargo Omega Growth Fund 0%0%0%20.21%
ENSBX Ensemble Fund 0%0%4.62%21.75%
EOMYX Wells Fargo Omega Growth Fund 0%0%8.34%27.31%
EPGAX Fidelity Advisor Equity Growth Fund 0%0%14.29%34.49%
EPGCX Fidelity Advisor Equity Growth Fund 0%0%16.05%33.16%
EQPGX Fidelity Advisor Equity Growth Fund 0%0%16.41%34.95%
ESEAX Eaton Vance Atlanta Capital Select Equity Fund 0%0%7.18%17.35%
ESECX Eaton Vance Atlanta Capital Select Equity Fund 0%0%4.24%16.16%
ESEIX Eaton Vance Atlanta Capital Select Equity Fund 0%0%4.5%17.77%
ESERX Eaton Vance Atlanta Capital Select Equity Fund 0%0%5.96%17.81%
ESSIX Essential 40 Stock Fund 0%0%2.98%20.79%
EWMCX Evercore Equity Fund 0%0%4.26%27.29%
EXEYX Manning & Napier Equity Series 0%0%5.69%20.67%
FACGX Fidelity Advisor Growth Opportunities Fund 0%0%11.06%44.06%
FAEGX Fidelity Advisor Equity Growth Fund 0%0%12.41%34.09%
FAEVX Fidelity Advisor Equity Value Fund 0%0%3.84%1.55%
FAGAX Fidelity Advisor Growth Opportunities Fund 0%0%10.32%45.14%
FAGCX Fidelity Advisor Growth Opportunities Fund 0%0%14.74%45.51%
FAGKX Fidelity Growth Strategies Fund 0%0%8.05%20.88%
FAGOX Fidelity Advisor Growth Opportunities Fund 0%0%11.23%44.8%
FAIRX Fairholme Fund 0%0%-4.01%46.1%
FAIVX Fidelity Advisor Equity Value Fund 0%0%1.08%1.63%
FAMVX FAM Value Fund 0%0%4.62%10.56%
FAMWX FAM Value Fund 0%0%7.13%10.62%
FAOFX Fidelity Advisor Series Growth Opportunities Fund 0%0%13.41%46.46%
FASOX Fidelity Advisor Value Strategies Fund 0%0%3.5%17.28%
FASPX Fidelity Advisor Value Strategies Fund 0%0%-2.02%17.11%
FAVAX Fidelity Advisor Equity Value Fund 0%0%1.82%1.44%
FAVCX Fidelity Advisor Equity Value Fund 0%0%1.59%1.52%
FAVFX Fidelity Advisor Value Fund 0%0%-0.48%18.37%
FAVTX Fidelity Advisor Equity Value Fund 0%0%1.69%1.49%
FBRNX Fidelity Advisor Stock Selector All Cap 0%0%4.66%24.47%
FBSAX Franklin Mutual U.S. Value Fund 0%0%1.56%6.67%
FBSIX Franklin Mutual U.S. Value Fund 0%0%1.6%6.67%
FBSRX Franklin Mutual U.S. Value Fund 0%0%1.43%6.57%
FCAKX Fidelity Capital Appreciation Fund 0%0%11.89%24.49%
FCBSX Franklin Mutual U.S. Value Fund 0%0%1.3%6.57%
FCTDX Fidelity Strategic Advisers Fidelity US Total Stock Fund 0%0%7.01%23.84%
FCVFX Fidelity Advisor Value Fund 0%0%7.52%18.37%
FDCAX Fidelity Capital Appreciation Fund 0%0%11.87%24.46%
FDEGX Fidelity Growth Strategies Fund 0%0%7.83%20.86%
FDEKX Fidelity Disciplined Equity Fund 0%0%11.67%27.98%
FDEQX Fidelity Disciplined Equity Fund 0%0%13.34%27.99%
FDGRX Fidelity Growth Company Fund 0%0%13.06%41.8%
FDSSX Fidelity Stock Selector All Cap 0%0%7.88%24.42%
FDVLX Fidelity Value Fund 0%0%4.6%14.97%
FEAIX First Eagle Fund of America 0%0%1.42%13.11%
FEAMX First Eagle Fund of America 0%0%1.93%6.31%
FEFAX First Eagle Fund of America 0%0%2.23%12.61%
FEFRX First Eagle Fund of America 0%0%2.88%13.11%
FEVAX First Eagle US Value Fund 0%0%6.36%7.09%
FEVCX First Eagle US Value Fund 0%0%6.14%6.73%
FEVIX First Eagle US Value Fund 0%0%0.41%7.26%
FEVRX First Eagle US Value Fund 0%0%5.49%7.26%
FFGRX Emerald Growth Fund 0%0%1.21%11.14%
FFILX FormulaFolios US Equity Fund 0%0%0%0%
FFIOX FormulaFolios US Equity Fund 0%0%0%0%
FFTYX AB FlexFee US Thematic Portfolio 0%0%2.48%16.36%
FGCKX Fidelity Growth Company Fund 0%0%13.09%41.93%
FGRAX Franklin Growth Opportunities Fund 0%0%9.72%23.02%
FGROX Emerald Growth Fund 0%0%-0.49%12.21%
FHEJX Delaware Hedged US Equity Opportunities Fund 0%0%5.1%14.32%
FHEKX Delaware Hedged US Equity Opportunities Fund 0%0%2.13%14.76%
FHELX Delaware Hedged US Equity Opportunities Fund 0%0%5.24%14.71%
FICGX Delaware Growth Equity Fund 0%0%7.18%25.25%
FICHX Delaware Growth Equity Fund 0%0%7.21%25.52%
FICIX Delaware Growth Equity Fund 0%0%7.27%25.43%
FKACX Franklin Growth Opportunities Fund 0%0%10.96%16.06%
FKARX Franklin Growth Opportunities Fund 0%0%11.11%21.29%
FLACX Fidelity Advisor Stock Selector All Cap 0%0%5.89%23.95%
FLCKX Fidelity Leveraged Company Stock Fund 0%0%14.18%11.8%
FLSAX Fidelity Advisor Leveraged Company Stock Fund 0%0%12.19%10.7%
FLSCX Fidelity Advisor Leveraged Company Stock Fund 0%0%14.11%6.49%
FLSTX Fidelity Advisor Leveraged Company Stock Fund 0%0%14.29%9.67%
FLVCX Fidelity Leveraged Company Stock Fund 0%0%11.96%11.73%
FLVIX Fidelity Advisor Leveraged Company Stock Fund 0%0%12.27%11.42%
FMAMX Fidelity Advisor Stock Selector All Cap 0%0%4.39%24.37%
FMILX Fidelity New Millennium Fund 0%0%10.01%20.68%
FMUEX Free Market US Equity Fund 0%0%5.11%12.51%
FNCMX Fidelity NASDAQ Composite Index Fund 0%0%9.73%44.17%
FNEFX American Funds New Economy Fund 0%0%8.87%24.14%
FOCKX Fidelity OTC Portfolio 0%0%8.33%42.79%
FOCPX Fidelity OTC Portfolio 0%0%13.34%42.56%
FOPPX Franklin Growth Opportunities Fund 0%0%9.84%25.62%
FPCGX Fort Pitt Capital Total Return Fund 0%0%8.69%1.59%
FRAAX Franklin Growth Opportunities Fund 0%0%11.89%25.19%
FRBSX Franklin Mutual U.S. Value Fund 0%0%1.5%6.52%
FSJHX Fidelity Advisor Stock Selector All Cap 0%0%7.82%24.36%
FSKAX Fidelity Total Market Index Fund 0%0%4.52%24.32%
FSKGX Fidelity Growth Strategies K6 Fund 0%0%4.96%19.94%
FSLSX Fidelity Value Strategies Fund 0%0%5.77%17.6%
FSOAX Fidelity Advisor Value Strategies Fund 0%0%5.7%16.83%
FSSKX Fidelity Stock Selector All Cap 0%0%7.99%24.41%
FSUVX Fidelity SAI US Low Volatility Index Fund 0%0%3.59%12.81%
FSWCX Fidelity SAI US Value Index Fund 0%0%5.84%1.98%
FTVFX Fidelity Advisor Value Fund 0%0%4.44%18.32%
FVCSX Fidelity Advisor Value Strategies Fund 0%0%1.24%15.88%
FVIFX Fidelity Advisor Value Fund 0%0%-0.45%18.34%
FVLKX Fidelity Value Fund 0%0%4.59%14.95%
FVLZX Fidelity Advisor Value Fund 0%0%6.4%18.42%
FVSKX Fidelity Value Strategies Fund 0%0%1.31%17.59%
FZAFX Fidelity Advisor Equity Growth Fund 0%0%14.32%35.15%
FZAHX Fidelity Advisor Growth Opportunities Fund 0%0%13.15%45.7%
FZAKX Fidelity Advisor Leveraged Company Stock Fund 0%0%15.44%11.48%
FZAPX Fidelity Advisor Stock Selector All Cap 0%0%7.9%24.41%
FZROX Fidelity ZERO Total Market Index Fund 0%0%7.1%24.49%
GABVX Gabelli Value 25 Fund Inc 0%0%4.31%-3.05%
GALLX Goldman Sachs Flexible Cap Fund 0%0%7.36%26.62%
GATAX Gabelli Asset Fund 0%0%4.32%2.12%
GCLLX Goldman Sachs Flexible Cap Fund 0%0%8.28%25.58%
GFCUX Goldman Sachs Flexible Cap Fund 0%0%5.92%26.74%
GGEYX GuideStone Growth Equity Fund 0%0%12.84%35.31%
GGEZX GuideStone Growth Equity Fund 0%0%9.23%34.83%
GGGPX Goldman Sachs Capital Growth Fund 0%0%6.95%26.09%
GGLIX Aberdeen U.S. Sustainable Leaders Fund 0%0%5.21%14.92%
GGOAX Goldman Sachs Growth Opportunities Fund 0%0%3.77%18.82%
GGOCX Goldman Sachs Growth Opportunities Fund 0%0%1.67%17.95%
GGOIX Goldman Sachs Growth Opportunities Fund 0%0%3.87%19.2%
GGORX Goldman Sachs Growth Opportunities Fund 0%0%3.81%18.41%
GGOSX Goldman Sachs Growth Opportunities Fund 0%0%3.7%18.68%
GGOTX Goldman Sachs Growth Opportunities Fund 0%0%3.83%19.12%
GGOUX Goldman Sachs Growth Opportunities Fund 0%0%3.86%19.23%
GGQPX Goldman Sachs Growth Opportunities Fund 0%0%3.86%19.22%
GGZPX Goldman Sachs Flexible Cap Fund 0%0%6.18%26.79%
GILAX Lord Abbett Fundamental Equity Fund 0%0%9.65%12.09%
GILLX Goldman Sachs Flexible Cap Fund 0%0%5.85%26.82%
GMCQX GMO US Equity Fund 0%0%11.11%7.85%
GMUEX GMO US Equity Fund 0%0%11.18%7.99%
GOWLX Green Owl Intrinsic Value Fund 0%0%0%-1.66%
GQEIX GQG Partners US Select Quality Equity Fund 0%0%22.78%17.03%
GQEPX GQG Partners US Select Quality Equity Fund 0%0%20.46%16.88%
GQERX GQG Partners US Select Quality Equity Fund 0%0%22.34%16.95%
GRINX Victory Diversified Stock Fund 0%0%11.54%12%
GRLLX Goldman Sachs Flexible Cap Fund 0%0%5.18%26.04%
GSCGX Goldman Sachs Capital Growth Fund 0%0%8.68%25.91%
GSLLX Goldman Sachs Flexible Cap Fund 0%0%7.43%26.62%
GSPCX Goldman Sachs Capital Growth Fund 0%0%6.64%24.78%
GSPIX Goldman Sachs Capital Growth Fund 0%0%8.55%26.11%
GSPRX Goldman Sachs Capital Growth Fund 0%0%6.76%25.78%
GSPSX Goldman Sachs Capital Growth Fund 0%0%5.33%25.8%
GSPTX Goldman Sachs Capital Growth Fund 0%0%6.93%25.93%
GSPUX Goldman Sachs Capital Growth Fund 0%0%8.76%26.12%
GTCEX Glenmede Strategic Equity Portfolio 0%0%3.18%2.73%
GWILX Glenmede Women in Leadership US Equity Portfolio 0%0%4.5%11.26%
GXXAX Aberdeen U.S. Sustainable Leaders Fund 0%0%5.83%14.75%
GXXCX Aberdeen U.S. Sustainable Leaders Fund 0%0%6.77%14.14%
GXXIX Aberdeen U.S. Sustainable Leaders Fund 0%0%5.9%14.86%
HCACX Hartford Capital Appreciation Fund 0%0%7.07%17.82%
HCAFX Hartford Capital Appreciation Fund 0%0%3.18%18.36%
HCAYX Hartford Capital Appreciation Fund 0%0%4.34%18.75%
HCMDX HCM Tactical Growth Fund 0%0%6.64%32.05%
HCMGX HCM Tactical Growth Fund 0%0%6.3%33.1%
HCMIX HCM Tactical Growth Fund 0%0%6.96%33.39%
HCMSX HCM Tactical Growth Fund 0%0%5.04%33.08%
HEQCX Monteagle Opportunity Equity Fund 0%0%-0.96%-10.33%
HEQFX Monteagle Opportunity Equity Fund 0%0%-1.53%-12.93%
HFCIX Hennessy Focus Fund 0%0%0.64%-3.82%
HFCSX Hennessy Focus Fund 0%0%-4.23%-4.18%
HGOCX Hartford Growth Opportunities Fund 0%0%16.59%39.49%
HGOFX Hartford Growth Opportunities Fund 0%0%18.23%41.12%
HGOIX Hartford Growth Opportunities Fund 0%0%19%40.98%
HGORX Hartford Growth Opportunities Fund 0%0%16.81%40.14%
HGOSX Hartford Growth Opportunities Fund 0%0%12.47%40.56%
HGOTX Hartford Growth Opportunities Fund 0%0%12.51%40.95%
HGOVX Hartford Growth Opportunities Fund 0%0%13.57%41.13%
HGOYX Hartford Growth Opportunities Fund 0%0%14.86%40.99%
HIOIX Fintrust Income and Opportunity Fund 0%0%4.34%15.35%
HROAX Fintrust Income and Opportunity Fund 0%0%-0.28%14.89%
HSPCX Emerald Growth Fund 0%0%5.05%7.87%
HSPGX Emerald Growth Fund 0%0%1.24%11.3%
HSUAX Rational Dynamic Brands Fund 0%0%9.27%42.1%
HSUCX Rational Dynamic Brands Fund 0%0%9.02%41.07%
HSUTX Rational Dynamic Brands Fund 0%0%7.39%42.5%
HWAAX Hotchkis & Wiley Value Opportunities Fund 0%0%3.98%16.18%
HWACX Hotchkis & Wiley Value Opportunities Fund 0%0%3.75%15.13%
HWAIX Hotchkis & Wiley Value Opportunities Fund 0%0%2.15%16.18%
HWCAX Hotchkis & Wiley Diversified Value Fund 0%0%5.17%17.14%
HWCCX Hotchkis & Wiley Diversified Value Fund 0%0%3.59%17.71%
HWCIX Hotchkis & Wiley Diversified Value Fund 0%0%7.04%17.06%
IATAX Ivy Accumulative Fund 0%0%8.42%36.16%
IATCX Ivy Accumulative Fund 0%0%8.1%35.44%
IATIX Ivy Accumulative Fund 0%0%8.33%36.56%
IATNX Ivy Accumulative Fund 0%0%0%0%
IMANX Iman Fund 0%0%9.89%29.36%
IMSCX IMS Capital Value Fund 0%0%8.93%47.43%
IPSHX Pinnacle Sherman Multi-Strategy Core Fund 0%0%4.17%18.85%
ITHAX Hartford Capital Appreciation Fund 0%0%6.79%18.32%
ITHIX Hartford Capital Appreciation Fund 0%0%6.85%18.38%
ITHRX Hartford Capital Appreciation Fund 0%0%3.91%18.48%
ITHSX Hartford Capital Appreciation Fund 0%0%4.08%18.51%
ITHTX Hartford Capital Appreciation Fund 0%0%4.18%18.56%
ITHVX Hartford Capital Appreciation Fund 0%0%4.57%18.56%
JAMRX Janus Henderson Research Fund 0%0%12.33%38.81%
JCVCX John Hancock Classic Value Fund 0%0%2.48%11.36%
JCVIX John Hancock Classic Value Fund 0%0%0.81%11.59%
JCVSX John Hancock Classic Value Fund 0%0%0.69%11.56%
JCVVX John Hancock Classic Value Fund 0%0%-0.55%11.61%
JCVWX John Hancock Classic Value Fund 0%0%0.86%11.61%
JFACX John Hancock Fundamental All Cap Core Fund 0%0%1.82%34.22%
JFAIX John Hancock Fundamental All Cap Core Fund 0%0%6.83%34.37%
JFARX John Hancock Fundamental All Cap Core Fund 0%0%6.74%34.35%
JFCAX John Hancock Fundamental All Cap Core Fund 0%0%5.17%34.24%
JFCCX John Hancock Fundamental All Cap Core Fund 0%0%3.66%33.48%
JFCIX John Hancock Fundamental All Cap Core Fund 0%0%4%34.3%
JGACX JPMorgan Growth Advantage Fund 0%0%12.11%37.91%
JGAQX JPMorgan Value Advantage Fund 0%0%4.39%1.94%
JGASX JPMorgan Growth Advantage Fund 0%0%9.35%39.31%
JGRJX JPMorgan Growth Advantage Fund 0%0%14.1%38.46%
JGTTX JPMorgan Growth Advantage Fund 0%0%9.81%38.87%
JGTUX JPMorgan Growth Advantage Fund 0%0%12.33%39.29%
JGVRX JPMorgan Growth Advantage Fund 0%0%10.48%39.52%
JGVVX JPMorgan Growth Advantage Fund 0%0%10.52%39.65%
JNRFX Janus Henderson Research Fund 0%0%15.84%38.86%
JNVIX Jensen Quality Value Fund 0%0%1.21%17.75%
JNVSX Jensen Quality Value Fund 0%0%2.75%17.85%
JPFAX JPMorgan Equity Focus Fund 0%0%0%24.23%
JPFCX JPMorgan Equity Focus Fund 0%0%0%24.15%
JPFRX JPMorgan Equity Focus Fund 0%0%0%24.55%
JPFSX JPMorgan Equity Focus Fund 0%0%0%24.29%
JRAAX Janus Henderson Research Fund 0%0%12.31%38.62%
JRACX Janus Henderson Research Fund 0%0%15.53%37.25%
JRAIX Janus Henderson Research Fund 0%0%11.04%38.86%
JRANX Janus Henderson Research Fund 0%0%15.3%38.93%
JRARX Janus Henderson Research Fund 0%0%15.09%37.92%
JRASX Janus Henderson Research Fund 0%0%11.18%38.24%
JSSSX Jackson Square All-Cap Growth Fund 0%0%0%0%
JVAAX JPMorgan Value Advantage Fund 0%0%4.46%2.18%
JVACX JPMorgan Value Advantage Fund 0%0%4.31%2.35%
JVAIX JPMorgan Value Advantage Fund 0%0%0.65%2.27%
JVAPX JPMorgan Value Advantage Fund 0%0%4.45%2%
JVAQX JPMorgan Value Advantage Fund 0%0%2.79%2.28%
JVARX JPMorgan Value Advantage Fund 0%0%5.75%2.25%
JVASX JPMorgan Value Advantage Fund 0%0%3.35%2.3%
JVAYX JPMorgan Value Advantage Fund 0%0%4.14%2.25%
KMVAX Kirr, Marbach Partners Value Fund 0%0%4.46%16.44%
LAVFX Lord Abbett Fundamental Equity Fund 0%0%8.3%12.13%
LAVPX Lord Abbett Fundamental Equity Fund 0%0%3.31%12.08%
LAVQX Lord Abbett Fundamental Equity Fund 0%0%8.17%12.2%
LAVRX Lord Abbett Fundamental Equity Fund 0%0%6.84%12.14%
LAVSX Lord Abbett Fundamental Equity Fund 0%0%11.47%12.1%
LAVTX Lord Abbett Fundamental Equity Fund 0%0%10.04%12.09%
LAVVX Lord Abbett Fundamental Equity Fund 0%0%7.3%12.24%
LAVYX Lord Abbett Fundamental Equity Fund 0%0%2.61%12.1%
LDFOX Lord Abbett Fundamental Equity Fund 0%0%10.03%12.25%
LDFVX Lord Abbett Fundamental Equity Fund 0%0%7.28%12.11%
LEVIX Lazard US Equity Concentrated Portfolio 0%0%0.12%-42.61%
LEVOX Lazard US Equity Concentrated Portfolio 0%0%1.49%-42.05%
LGLAX Lord Abbett Growth Leaders Fund 0%0%16.1%32.97%
LGLCX Lord Abbett Growth Leaders Fund 0%0%18.49%31.94%
LGLFX Lord Abbett Growth Leaders Fund 0%0%14.02%33.28%
LGLIX Lord Abbett Growth Leaders Fund 0%0%16.19%33.29%
LGLOX Lord Abbett Growth Leaders Fund 0%0%16.2%33.32%
LGLQX Lord Abbett Growth Leaders Fund 0%0%15.97%32.47%
LGLRX Lord Abbett Growth Leaders Fund 0%0%16.01%32.59%
LGLSX Lord Abbett Growth Leaders Fund 0%0%16.13%32.95%
LGLUX Lord Abbett Growth Leaders Fund 0%0%16.19%33.27%
LGLVX Lord Abbett Growth Leaders Fund 0%0%16.2%33.37%
LGOAX Miller Opportunity Trust 0%0%9.05%39.27%
LGOFX Lord Abbett Growth Opportunities Fund 0%0%11.83%10.99%
LGOPX Lord Abbett Growth Opportunities Fund 0%0%14.31%10.59%
LGOQX Lord Abbett Growth Opportunities Fund 0%0%10.62%10.47%
LGORX Lord Abbett Growth Opportunities Fund 0%0%9.34%10.5%
LGOSX Lord Abbett Growth Opportunities Fund 0%0%8.61%10.86%
LGOTX Lord Abbett Growth Opportunities Fund 0%0%8.12%11.11%
LGOVX Lord Abbett Growth Opportunities Fund 0%0%9.48%11.19%
LGVAX ClearBridge Value Trust 0%0%4.55%5.69%
LIMAX Lateef Focused Sustainable Growth Fund 0%0%5.45%25.73%
LIMIX Lateef Focused Sustainable Growth Fund 0%0%8.32%26.03%
LKEQX LKCM Equity Fund 0%0%4.42%11.04%
LLPFX Longleaf Partners Fund 0%0%3.41%23.66%
LMGAX Lord Abbett Growth Opportunities Fund 0%0%14.34%10.8%
LMGCX Lord Abbett Growth Opportunities Fund 0%0%11.29%10.04%
LMGYX Lord Abbett Growth Opportunities Fund 0%0%11.39%11.12%
LMNOX Miller Opportunity Trust 0%0%6.38%39.59%
LMNVX ClearBridge Value Trust 0%0%4.63%8.51%
LMOFX Miller Opportunity Trust 0%0%9.13%39.19%
LMOPX Miller Opportunity Trust 0%0%6.09%38.1%
LMORX Miller Opportunity Trust 0%0%6.19%38.87%
LMPFX ClearBridge Aggressive Growth Fund 0%0%0.2%8.6%
LMVFX ClearBridge Value Trust 0%0%6.13%8.03%
LMVRX ClearBridge Value Trust 0%0%6.05%8.21%
LMVTX ClearBridge Value Trust 0%0%9.18%5.51%
LOMGX Lord Abbett Growth Opportunities Fund 0%0%9.07%11.19%
LSISX ClearBridge All Cap Value Fund 0%0%7.68%9.3%
LSLTX Leuthold Select Industries Fund 0%0%7.27%17.17%
LSVEX LSV Value Equity Fund 0%0%2.24%4.52%
LSVMX LSV US Managed Volatility Fund 0%0%4.79%-11.19%
LVAEX LSV Value Equity Fund 0%0%9.9%4.54%
LVAMX LSV US Managed Volatility Fund 0%0%3.96%-11.08%
LYRBX Lyrical US Value Equity Fund 0%0%6.68%26.95%
LYRIX Lyrical US Value Equity Fund 0%0%6.72%27.07%
MABAX BlackRock Basic Value Fund, Inc 0%0%5.3%10.59%
MASPX BlackRock Advantage US Total Market Fund, Inc 0%0%3.79%17.69%
MBVKX BlackRock Basic Value Fund, Inc 0%0%6.11%10.65%
MCBAX BlackRock Basic Value Fund, Inc 0%0%1.98%8.1%
MCMVX Monongahela All Cap Value Fund 0%0%9.41%8.6%
MCRTX Morgan Stanley Insight Fund 0%0%4.43%53.21%
MCSPX BlackRock Advantage US Total Market Fund, Inc 0%0%3.5%15.67%
MCSSX MainStay MacKay Common Stock Fund 0%0%4.82%16.85%
MDBAX BlackRock Basic Value Fund, Inc 0%0%5.22%10.29%
MDSPX BlackRock Advantage US Total Market Fund, Inc 0%0%0.28%17.55%
MEPAX MassMutual Premier Disciplined Value Fund 0%0%4.62%2.62%
MEPSX MassMutual Premier Disciplined Value Fund 0%0%2.4%2.79%
MFQAX AMG FQ Tax-Managed US Equity Fund 0%0%2.53%19.8%
MFQTX AMG FQ Tax-Managed US Equity Fund 0%0%5.13%19.83%
MGOCX MainStay MacKay Common Stock Fund 0%0%7.55%16.29%
MISEX Midas Magic 0%0%6.72%29.89%
MKSPX BlackRock Advantage US Total Market Fund, Inc 0%0%3.83%17.7%
MLVAX MFS Low Volatility Equity Fund 0%0%4.34%5.43%
MLVBX MFS Low Volatility Equity Fund 0%0%4.29%5.44%
MLVGX MFS Low Volatility Equity Fund 0%0%5.63%5.41%
MLVHX MFS Low Volatility Equity Fund 0%0%3.84%5.48%
MLVMX MFS Low Volatility Equity Fund 0%0%4.29%5.38%
MLVOX MFS Low Volatility Equity Fund 0%0%3.45%5.51%
MLVPX MFS Low Volatility Equity Fund 0%0%5.51%5.47%
MLVRX MFS Low Volatility Equity Fund 0%0%3.46%5.42%
MLVTX MFS Low Volatility Equity Fund 0%0%3.46%5.48%
MNNAX Victory Munder Multi-Cap Fund 0%0%10.06%18.91%
MNNCX Victory Munder Multi-Cap Fund 0%0%7.01%15.23%
MNNYX Victory Munder Multi-Cap Fund 0%0%6.79%19.67%
MNRMX Manor Investment Funds Manor Fund 0%0%7.27%12.65%
MOPBX MainStay MacKay Common Stock Fund 0%0%4.16%16.32%
MPGFX Mairs & Power Growth Fund 0%0%9.08%24.7%
MPILX MassMutual Premier Disciplined Value Fund 0%0%8.35%2.89%
MPINX MassMutual Premier Disciplined Value Fund 0%0%6.81%3.31%
MPIRX MassMutual Premier Disciplined Value Fund 0%0%5.25%4.14%
MPIVX MassMutual Premier Disciplined Value Fund 0%0%5.38%2.8%
MRBVX BlackRock Basic Value Fund, Inc 0%0%5.11%9.27%
MRERX MFS Core Equity Fund 0%0%4.5%19.54%
MRFOX Marshfield Concentrated Opportunity Fund 0%0%8.96%17.13%
MRGAX MFS Core Equity Fund 0%0%7.39%19.73%
MRGBX MFS Core Equity Fund 0%0%8.82%18.98%
MRGCX MFS Core Equity Fund 0%0%4.75%18.71%
MRGGX MFS Core Equity Fund 0%0%7.14%18.67%
MRGHX MFS Core Equity Fund 0%0%7.37%19.74%
MRGJX MFS Core Equity Fund 0%0%7.45%19.91%
MRGKX MFS Core Equity Fund 0%0%7.49%20.12%
MRGRX MFS Core Equity Fund 0%0%8.6%20.08%
MRSPX BlackRock Advantage US Total Market Fund, Inc 0%0%5.47%16.46%
MSCMX Morgan Stanley Insight Fund 0%0%0.99%51.34%
MSEFX PartnerSelect Equity Fund 0%0%-1.33%12.63%
MSOAX MainStay MacKay Common Stock Fund 0%0%5.25%16.88%
MSOIX MainStay MacKay Common Stock Fund 0%0%5.36%16.89%
MSOSX MainStay MacKay Common Stock Fund 0%0%5.21%16.72%
MUHLX Muhlenkamp Fund 0%0%4.44%12.92%
MUTHX Franklin Mutual Shares Fund 0%0%3.1%7.31%
MVEIX Monteagle Select Value Fund 0%0%4.22%6%
MVISX Miller Opportunity Trust 0%0%6.4%39.67%
MVPFX Marathon Value Portfolio 0%0%0%0%
MXEBX Great-West Core Strategies US Equity Fund 0%0%8.15%18.16%
MXXIX Marsico 21st Century Fund 0%0%8.96%20.23%
MXXVX Matthew 25 Fund 0%0%3.65%26.12%
NBFAX Neuberger Berman Focus Fund 0%0%6.62%23.09%
NBFCX Neuberger Berman Focus Fund 0%0%9.2%23.02%
NBSLX Neuberger Berman Sustainable Equity Fund 0%0%8.89%15.38%
NBSRX Neuberger Berman Sustainable Equity Fund 0%0%12.15%15.36%
NBSSX Neuberger Berman Focus Fund 0%0%10.99%23%
NBSTX Neuberger Berman Sustainable Equity Fund 0%0%10.18%15.29%
NCAVX Nuance Concentrated Value Fund 0%0%-3.76%7.84%
NCVLX Nuance Concentrated Value Fund 0%0%-3.75%7.93%
NEEGX Needham Growth Fund 0%0%24.07%26.85%
NEEIX Needham Growth Fund 0%0%20.74%27.3%
NEFFX American Funds New Economy Fund 0%0%8.83%24.1%
NFAAX Neuberger Berman Focus Fund 0%0%7.56%23.06%
NFACX Neuberger Berman Focus Fund 0%0%7.35%22.55%
NFALX Neuberger Berman Focus Fund 0%0%10.83%23.08%
NICSX Nicholas Fund 0%0%8.27%25.05%
NMUAX Neuberger Berman Multi-Cap Opportunities Fund 0%0%5.6%-4.06%
NMUCX Neuberger Berman Multi-Cap Opportunities Fund 0%0%6.32%-5.84%
NMULX Neuberger Berman Multi-Cap Opportunities Fund 0%0%6.74%-3.84%
NQCFX NorthQuest Capital Fund 0%0%6.47%26.06%
NQVAX Nuveen NWQ Multi-Cap Value Fund 0%0%-0.52%14.44%
NQVCX Nuveen NWQ Multi-Cap Value Fund 0%0%3.27%14.38%
NQVRX Nuveen NWQ Multi-Cap Value Fund 0%0%5.91%14.46%
NRAAX Neuberger Berman Sustainable Equity Fund 0%0%12.1%15.26%
NRACX Neuberger Berman Sustainable Equity Fund 0%0%11.47%14.21%
NRARX Neuberger Berman Sustainable Equity Fund 0%0%8.71%15.07%
NRSRX Neuberger Berman Sustainable Equity Fund 0%0%10.32%15.39%
NUESX Northern Northern US Quality ESG Fund 0%0%4.32%23.07%
NWADX Nationwide Loomis All Cap Growth Fund 0%0%10.47%34.82%
NWZLX Nationwide Loomis All Cap Growth Fund 0%0%9.58%34.06%
NWZMX Nationwide Loomis All Cap Growth Fund 0%0%10.68%35.07%
NWZNX Nationwide Loomis All Cap Growth Fund 0%0%8.94%34.99%
OAKLX Oakmark Select Fund 0%0%0.71%42.27%
OANLX Oakmark Select Fund 0%0%0.26%42.28%
OAYLX Oakmark Select Fund 0%0%-0.48%42.29%
OFVIX OShaughnessy Market Leaders Value Fund 0%0%0.84%12.97%
OMSCX Invesco Main Street All Cap Fund 0%0%6.96%19.46%
OMSNX Invesco Main Street All Cap Fund 0%0%6.98%20.6%
OMSOX Invesco Main Street All Cap Fund 0%0%10.31%21.05%
OMSYX Invesco Main Street All Cap Fund 0%0%6.91%21.25%
OSTFX Osterweis Fund 0%0%7.17%17.83%
OWACX Old Westbury All Cap Core Fund 0%0%10.45%16.05%
PAGDX Permanent Portfolio Aggressive Growth Portfolio 0%0%15.31%34.61%
PAGHX Permanent Portfolio Aggressive Growth Portfolio 0%0%15.07%33.33%
PAGRX Permanent Portfolio Aggressive Growth Portfolio 0%0%15.38%34.74%
PARWX Parnassus Endeavor Fund 0%0%4.02%11.64%
PAWAX T. Rowe Price New America Growth Fund 0%0%12.97%22.4%
PCAFX Prospector Capital Appreciation Fund 0%0%3.27%7.94%
PCAMX Principal Capital Appreciation Fund 0%0%7.16%24.17%
PCAOX Principal Capital Appreciation Fund 0%0%9.36%24.03%
PCAPX Principal Capital Appreciation Fund 0%0%8.03%24.14%
PCAQX Principal Capital Appreciation Fund 0%0%11.47%24.18%
PFPWX Parnassus Endeavor Fund 0%0%8.37%11.64%
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund 0%0%4.36%19.04%
PLBEX Plumb Equity Fund 0%0%12.12%42.77%
PMPCX Putnam Sustainable Future Fund 0%0%9.53%27.72%
PMVAX Putnam Sustainable Future Fund 0%0%9.8%28.6%
PMVBX Putnam Sustainable Future Fund 0%0%9.55%27.69%
PMVRX Putnam Sustainable Future Fund 0%0%7.6%28.33%
PMVYX Putnam Sustainable Future Fund 0%0%9.84%28.99%
PMYAX Putnam Multi-Cap Core Fund 0%0%7.52%24.56%
PMYBX Putnam Multi-Cap Core Fund 0%0%5.07%24.42%
PMYCX Putnam Multi-Cap Core Fund 0%0%7.02%24.33%
PMYTX Putnam Multi-Cap Core Fund 0%0%7.63%24.6%
PMYYX Putnam Multi-Cap Core Fund 0%0%7.3%24.58%
PMYZX Putnam Multi-Cap Core Fund 0%0%8.69%24.27%
PNAIX T. Rowe Price New America Growth Fund 0%0%13.1%22.69%
PNOBX Putnam Sustainable Leaders Fund 0%0%9.27%19.58%
PNOCX Putnam Sustainable Leaders Fund 0%0%12.34%20.44%
PNOPX Putnam Sustainable Leaders Fund 0%0%12.52%22.45%
PNORX Putnam Sustainable Leaders Fund 0%0%8.2%22.1%
PNOTX Putnam Sustainable Future Fund 0%0%6.04%29.13%
PNOYX Putnam Sustainable Leaders Fund 0%0%11.13%22.91%
POAGX PRIMECAP Odyssey Aggressive Growth Fund 0%0%-0.16%18.37%
POGRX PRIMECAP Odyssey Growth Fund 0%0%3.51%9.09%
POGSX Pin Oak Equity Fund 0%0%7.6%17.53%
POMIX T. Rowe Price Total Equity Market Index Fund 0%0%8.88%24.54%
PREFX T. Rowe Price Tax-Efficient Equity Fund 0%0%9.43%36.14%
PRSGX T. Rowe Price Spectrum Diversified Equity Fund 0%0%5.21%15.16%
PRWAX T. Rowe Price New America Growth Fund 0%0%13.04%22.7%
PSLGX Putnam Sustainable Leaders Fund 0%0%11.16%22.93%
PWCIX Principal Capital Appreciation Fund 0%0%9.54%24.23%
PWGIX Pax ESG Beta Quality Fund 0%0%6.88%17.71%
PXGAX Pax ESG Beta Quality Fund 0%0%3.57%17.27%
PXWGX Pax ESG Beta Quality Fund 0%0%6.8%17.3%
PZFVX John Hancock Classic Value Fund 0%0%-0.63%11.55%
QAACX Federated Hermes MDT All Cap Core Fund 0%0%9.4%21.71%
QAGIX Quaker Impact Growth Fund 0%0%0.17%21.91%
QCACX Federated Hermes MDT All Cap Core Fund 0%0%12.71%21.16%
QIACX Federated Hermes MDT All Cap Core Fund 0%0%13.62%21.78%
QKACX Federated Hermes MDT All Cap Core Fund 0%0%7.24%21.75%
QMORX AQR Large Cap Momentum Style Fund 0%0%12.83%3.3%
QUAGX Quaker Impact Growth Fund 0%0%-0.72%21.64%
QWVPX Clearwater Core Equity Fund 0%0%11.11%23.92%
RCKSX Rock Oak Core Growth Fund 0%0%4.23%14.75%
REDWX Aspiration Redwood Fund 0%0%5.37%22.69%
REQAX Russell Investments Sustainable Equity Fund 0%0%5.13%11.34%
RESGX Glenmede Responsible ESG US Equity Portfolio 0%0%1.62%5.87%
RGRYX Victory RS Growth Fund 0%0%13.01%44.85%
RGWCX Victory RS Growth Fund 0%0%10.31%43.17%
RIVBX Riverbridge Growth Fund 0%0%7.82%32.04%
RIVRX Riverbridge Growth Fund 0%0%3.94%31.71%
RLUEX Lazard US Equity Concentrated Portfolio 0%0%-0.12%-42.06%
RMBGX RMB Fund 0%0%1.44%19.74%
RMBHX RMB Fund 0%0%2.59%19.37%
RMBJX RMB Fund 0%0%1.15%17.89%
RNGAX American Funds New Economy Fund 0%0%8.53%22.81%
RNGBX American Funds New Economy Fund 0%0%10.81%22.84%
RNGCX American Funds New Economy Fund 0%0%10.94%23.82%
RNGEX American Funds New Economy Fund 0%0%7.15%24.01%
RNGFX American Funds New Economy Fund 0%0%11.12%24.18%
RNGGX American Funds New Economy Fund 0%0%7.27%24.13%
RNGHX American Funds New Economy Fund 0%0%8.81%24.08%
RNNEX American Funds New Economy Fund 0%0%10.61%23.65%
RPEAX Davis Opportunity Fund 0%0%2.18%14.69%
RSGKX Victory RS Growth Fund 0%0%13.19%43.53%
RSGRX Victory RS Growth Fund 0%0%12.5%44.43%
RTDAX Russell Multifactor US Equity Fund 0%0%4.86%19.21%
SAALX SA US Core Market Fund 0%0%0%0%
SABTX SA US Value Fund 0%0%6.9%9.95%
SAGAX Virtus Zevenbergen Innovative Growth Stock Fund 0%0%5.86%65.15%
SAMKX SA US Core Market Fund 0%0%7.51%24.73%
SAVLX SA US Value Fund 0%0%0%0%
SBHAX Segall Bryant & Hamill All Cap Fund 0%0%7.24%9.11%
SCATX Virtus Zevenbergen Innovative Growth Stock Fund 0%0%10.11%65.58%
SEHAX SEI US Equity Factor Allocation Fund 0%0%8.58%20.48%
SEQUX Sequoia Fund 0%0%8.95%27.83%
SEVIX SEI US Managed Volatility Fund 0%0%3.49%-8.94%
SGFCX Sparrow Growth Fund 0%0%8.97%16.45%
SGFFX Sparrow Growth Fund 0%0%9.11%17.02%
SGNFX Sparrow Growth Fund 0%0%11.09%17.65%
SGRAX Wells Fargo Growth Fund 0%0%11.14%19.5%
SGRHX Wells Fargo Growth Fund 0%0%15.02%24.93%
SGRKX Wells Fargo Growth Fund 0%0%13.03%23.01%
SGRNX Wells Fargo Growth Fund 0%0%13.09%24.8%
SHXIX American Beacon Shapiro Equity Opportunities Fund 0%0%6.34%11.81%
SHXPX American Beacon Shapiro Equity Opportunities Fund 0%0%4.05%11.88%
SHXYX American Beacon Shapiro Equity Opportunities Fund 0%0%8.56%11.77%
SMIFX Sound Mind Investing Fund 0%0%4.67%3.38%
SMISX Invesco Summit Fund 0%0%13.26%37.08%
SMITX Invesco Summit Fund 0%0%15.34%36.91%
SMMIX Invesco Summit Fund 0%0%13.21%36.82%
SMMSX Invesco Summit Fund 0%0%14.7%36.75%
SMVLX Smead Value Fund 0%0%1.87%15.26%
SOPVX Wells Fargo Opportunity Fund 0%0%3.19%21.32%
SRIAX Gabelli ESG Fund, Inc 0%0%4.15%7.37%
SRICX Gabelli ESG Fund, Inc 0%0%4.12%7.16%
SRIDX Gabelli ESG Fund, Inc 0%0%4.15%7.43%
SRIGX Gabelli ESG Fund, Inc 0%0%2.23%7.36%
SRVEX Victory Diversified Stock Fund 0%0%9.14%12.73%
SSHFX Sound Shore Fund 0%0%4.9%12.31%
SSHVX Sound Shore Fund 0%0%13.62%12.51%
SSVSX Victory Special Value Fund 0%0%6.87%13.36%
STRSX Sterling Capital Special Opportunities Fund 0%0%2.51%5.53%
STVYX SEI Tax-Managed Managed Volatility Fund 0%0%5.94%-6.79%
SUSYX SEI US Managed Volatility Fund 0%0%3.49%-8.94%
SVFAX Smead Value Fund 0%0%9.71%15.21%
SVFDX Smead Value Fund 0%0%5.47%16.96%
SVFFX Smead Value Fund 0%0%2.18%15.26%
SVFKX Smead Value Fund 0%0%7.8%14.85%
SVFYX Smead Value Fund 0%0%7.2%15.26%
SVOAX SEI US Managed Volatility Fund 0%0%5.19%-8.88%
SVYAX SEI US Managed Volatility Fund 0%0%4.24%-7.82%
SWANX Schwab Core Equity Fund 0%0%9.66%19.3%
SWEGX Schwab MarketTrack All Equity Portfolio 0%0%3.37%17.6%
SWTSX Schwab Total Stock Market Index Fund 0%0%4.98%24.23%
TCCHX TIAA-CREF Social Choice Low Carbon Equity Fund 0%0%5.34%21.03%
TCEPX TIAA-CREF Equity Index Fund 0%0%5.27%24.07%
TCGCX Thornburg Small/Mid Cap Growth 0%0%11.63%18.52%
TCGRX Thornburg Small/Mid Cap Growth 0%0%4.18%19.68%
TEEFX T. Rowe Price Tax-Efficient Equity Fund 0%0%8.4%36.24%
TEIHX TIAA-CREF Equity Index Fund 0%0%8.82%24%
TEMTX Franklin Mutual Shares Fund 0%0%2.78%8.34%
TESIX Franklin Mutual Shares Fund 0%0%6.25%7.19%
TESRX Franklin Mutual Shares Fund 0%0%1.95%7.17%
TEWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%0%5.32%20.92%
TFCGX Taylor Frigon Core Growth Fund 0%0%6.57%20.16%
TFFCX Touchstone Focused Fund 0%0%5.62%22.59%
TFFIX Touchstone Focused Fund 0%0%3.46%23.6%
TFFYX Touchstone Focused Fund 0%0%6.46%23.57%
TFOAX Touchstone Focused Fund 0%0%2.7%23.68%
TGFRX TANAKA Growth Fund 0%0%2.49%50.24%
TGUNX TCW New America Premier Equities Fund 0%0%5.31%31.29%
TGUSX TCW New America Premier Equities Fund 0%0%8.13%31.54%
TGVCX Touchstone Growth Opportunities Fund 0%0%10.1%37.86%
TGVFX Touchstone Growth Opportunities Fund 0%0%14.05%38.92%
TGVVX Touchstone Growth Opportunities Fund 0%0%14.14%39.7%
TGVYX Touchstone Growth Opportunities Fund 0%0%10.49%39.5%
THCGX Thornburg Small/Mid Cap Growth 0%0%9.89%19.56%
THCRX Thornburg Small/Mid Cap Growth 0%0%9.9%19.54%
THGRX Thornburg Small/Mid Cap Growth 0%0%7.73%20.19%
THIGX Thornburg Small/Mid Cap Growth 0%0%12.05%20.15%
TICHX TIAA-CREF Social Choice Equity Fund 0%0%7.31%15.69%
TICRX TIAA-CREF Social Choice Equity Fund 0%0%5.54%14.61%
TIEIX TIAA-CREF Equity Index Fund 0%0%7.01%24.01%
TIHGX Investment House Growth Fund 0%0%11.96%49.26%
TINRX TIAA-CREF Equity Index Fund 0%0%8.97%24.05%
TIQRX TIAA-CREF Equity Index Fund 0%0%8.56%24.02%
TISCX TIAA-CREF Social Choice Equity Fund 0%0%5.63%15.68%
TLGAX Timothy Plan Large-Mid-Cap Growth Fund 0%0%7.9%16.89%
TLGCX Timothy Plan Large-Mid-Cap Growth Fund 0%0%6.08%13.34%
TLVAX Timothy Plan Large-Mid-Cap Value Fund 0%0%6.76%12.19%
TLVCX Timothy Plan Large-Mid-Cap Value Fund 0%0%8.05%11.68%
TLWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%0%5.31%20.97%
TMMAX SEI Tax-Managed Managed Volatility Fund 0%0%5.32%-6.79%
TMVIX Timothy Plan Large-Mid-Cap Value Fund 0%0%6.81%12.24%
TNWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%0%7.09%21.01%
TORLX Toreador Core Fund 0%0%8.17%6.99%
TORZX Toreador Core Fund 0%0%4.92%7.1%
TPLIX Timothy Plan Large-Mid-Cap Growth Fund 0%0%8.06%17.16%
TPWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%0%3.98%21.02%
TQMVX T. Rowe Price QM US Value Equity Fund 0%0%9.19%3.97%
TQVAX T. Rowe Price QM US Value Equity Fund 0%0%9.12%5.16%
TQVIX T. Rowe Price QM US Value Equity Fund 0%0%10.82%4.01%
TRPSX TIAA-CREF Social Choice Equity Fund 0%0%2.96%15.79%
TRSCX TIAA-CREF Social Choice Equity Fund 0%0%5.59%15.82%
TSGAX Timothy Plan Strategic Growth Fund 0%0%0.65%5.94%
TSGCX Timothy Plan Strategic Growth Fund 0%0%2.27%6.02%
TSWEX TS&W Equity Portfolio 0%0%2.23%-1.8%
TVAFX Thornburg Small/Mid Cap Core Fund 0%0%5.39%13.14%
TVCFX Thornburg Small/Mid Cap Core Fund 0%0%3.38%12.04%
TVFRX Guggenheim Directional Allocation Fund 0%0%7.1%8.76%
TVIFX Thornburg Small/Mid Cap Core Fund 0%0%5.52%13.61%
TVIRX Thornburg Small/Mid Cap Core Fund 0%0%4.14%13.32%
TVRFX Thornburg Small/Mid Cap Core Fund 0%0%5.42%13.19%
TVRRX Thornburg Small/Mid Cap Core Fund 0%0%2.81%13.6%
UAVAX USAA Value Fund 0%0%11.37%12.28%
UIVAX USAA Value Fund 0%0%6.84%12.5%
UVALX USAA Value Fund 0%0%10.95%12.51%
VADAX Invesco Equally-Weighted S&P 500 Fund 0%0%3.03%8.19%
VADCX Invesco Equally-Weighted S&P 500 Fund 0%0%1.89%7.92%
VADDX Invesco Equally-Weighted S&P 500 Fund 0%0%1.62%8.29%
VADFX Invesco Equally-Weighted S&P 500 Fund 0%0%3.13%8.3%
VADRX Invesco Equally-Weighted S&P 500 Fund 0%0%2.95%8.14%
VAGGX Delaware Select Growth Fund 0%0%5.18%37.18%
VALAX Al Frank Fund 0%0%5.18%7.28%
VALSX Value Line Select Growth Fund, Inc. 0%0%5.37%19.17%
VALUX Al Frank Fund 0%0%0%0%
VAPAX Virtus FORT Trend Fund 0%0%0%-3.31%
VAPCX Virtus FORT Trend Fund 0%0%0%-3.73%
VAPIX Virtus FORT Trend Fund 0%0%0%-3.23%
VASVX Vanguard Selected Value Fund 0%0%0.42%15.69%
VDEQX Vanguard Diversified Equity Fund 0%0%6.85%21.85%
VDSCX Victory Diversified Stock Fund 0%0%5.31%10.01%
VDSIX Victory Diversified Stock Fund 0%0%7.62%12.8%
VDSRX Victory Diversified Stock Fund 0%0%9.23%12.84%
VDSYX Victory Diversified Stock Fund 0%0%10.38%12.77%
VFMFX Vanguard US Multifactor Fund 0%0%6.6%15.76%
VFPIX Private Capital Management Value Fund 0%0%-3.51%6.38%
VHCAX Vanguard Capital Opportunity Fund 0%0%5.4%22.65%
VHCOX Vanguard Capital Opportunity Fund 0%0%7.65%22.65%
VHIAX JPMorgan Growth Advantage Fund 0%0%12.27%38.89%
VITNX Vanguard Institutional Total Stock Market Index Fund 0%0%4.92%22.85%
VITPX Vanguard Institutional Total Stock Market Index Fund 0%0%4.72%22.86%
VITSX Vanguard Total Stock Market Index Fund 0%0%8%24.55%
VRPAX Virtus FORT Trend Fund 0%0%0%-3.13%
VRTTX Vanguard Russell 3000 Index Fund 0%0%6.7%23.9%
VSMPX Vanguard Total Stock Market Index Fund 0%0%6.19%24.57%
VSPIX Victory Special Value Fund 0%0%10.32%13.83%
VSTSX Vanguard Total Stock Market Index Fund 0%0%4.08%24.58%
VSVCX Victory Special Value Fund 0%0%11.26%9.57%
VSVGX Victory Special Value Fund 0%0%9.01%12.05%
VSVYX Victory Special Value Fund 0%0%12.12%13.84%
VTCIX Vanguard Tax-Managed Capital Appreciation Fund 0%0%7.16%24.92%
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0%0%7.15%24.92%
VTSAX Vanguard Total Stock Market Index Fund 0%0%6.18%24.57%
VTSMX Vanguard Total Stock Market Index Fund 0%0%6.18%24.56%
VTUIX Vontobel US Equity Institutional Fund 0%0%2.86%24.4%
VVOAX Invesco Value Opportunities Fund 0%0%9.65%12.51%
VVOCX Invesco Value Opportunities Fund 0%0%9.46%11.37%
VVONX Invesco Value Opportunities Fund 0%0%1.94%12.91%
VVORX Invesco Value Opportunities Fund 0%0%9.55%12.19%
VVOSX Invesco Value Opportunities Fund 0%0%8.64%12.95%
VWNDX Vanguard Windsor Fund 0%0%1.35%6.07%
VWNEX Vanguard Windsor Fund 0%0%0.86%6.06%
WBGSX William Blair Growth Fund 0%0%5.77%22.01%
WDSCX Wells Fargo Discovery Fund 0%0%7.24%19.21%
WFDAX Wells Fargo Discovery Fund 0%0%5.59%20.13%
WFDDX Wells Fargo Discovery Fund 0%0%2.19%20.25%
WFDRX Wells Fargo Discovery Fund 0%0%7.63%20.62%
WFDSX Wells Fargo Discovery Fund 0%0%9.63%20.52%
WFIVX Wilshire 5000 Index Fund 0%0%4.52%20.86%
WFOPX Wells Fargo Opportunity Fund 0%0%6.21%19.75%
WGFCX Wells Fargo Growth Fund 0%0%13.77%5.74%
WINDX Wilshire 5000 Index Fund 0%0%8.42%20.89%
WLVDX Wells Fargo Low Volatility US Equity Fund 0%0%0%0%
WLVJX Wells Fargo Low Volatility US Equity Fund 0%0%0%0%
WLVKX Wells Fargo Low Volatility US Equity Fund 0%0%0%0%
WLVLX Wells Fargo Low Volatility US Equity Fund 0%0%0%0%
WLVOX Wells Fargo Low Volatility US Equity Fund 0%0%0%0%
WOFDX Wells Fargo Opportunity Fund 0%0%4.9%22.2%
WOFNX Wells Fargo Opportunity Fund 0%0%3.32%22.64%
WPASX AB Concentrated Growth Fund 0%0%5.06%18.21%
WPCSX AB Concentrated Growth Fund 0%0%5.33%17.37%
WPRSX AB Concentrated Growth Fund 0%0%3.31%17.92%
WPSGX AB Concentrated Growth Fund 0%0%5.14%18.26%
WPSIX AB Concentrated Growth Fund 0%0%3.98%18.14%
WPSKX AB Concentrated Growth Fund 0%0%5.48%18.1%
WPSZX AB Concentrated Growth Fund 0%0%4.01%18.35%
WPVIX Weitz Partners Value Fund 0%0%7.45%15.93%
WPVLX Weitz Partners Value Fund 0%0%6.04%15.66%
ZVGIX Zevenbergen Genea Fund 0%0%1.15%71.91%
ZVGNX Zevenbergen Genea Fund 0%0%4.7%71.41%
ZVNBX Zevenbergen Growth Fund 0%0%11.63%63.92%
ZVNIX Zevenbergen Growth Fund 0%0%2.29%64.41%