| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| 1290 Essex Small Cap Growth A |
ESCFX
|
Saralyn Sacks (2026) | 6 | 4.2 | 1.6 |
| 1290 Essex Small Cap Growth I |
ESCJX
|
Saralyn Sacks (2026) | 6 | 4.2 | 1.6 |
| 1290 Essex Small Cap Growth R |
ESCKX
|
Saralyn Sacks (2026) | 6 | 4.2 | 1.6 |
| AMG Veritas Global Focus I |
MFQTX
|
Owen Thomas (2026) | 4 | 5.4 | 3.4 |
| AMG Veritas Global Focus N |
MFQAX
|
Owen Thomas (2026) | 4 | 5.4 | 3.4 |
| AMG Veritas Global Real Return I |
BLUEX
|
Owen Thomas (2026) | 4 | 5.5 | 3.5 |
| AQR CVX Fusion I |
QCFIX
|
Cliff Asness (2025) | 8 | 1.3 | 1.3 |
| AQR CVX Fusion N |
QCFNX
|
Cliff Asness (2025) | 8 | 1.3 | 1.3 |
| AQR CVX Fusion R6 |
QCFRX
|
Cliff Asness (2025) | 8 | 1.3 | 1.3 |
| AQR Diversified Arbitrage I |
ADAIX
|
Robert "Rocky" Bryant (2019) | 4 | 17.7 | 11.6 |
| AQR Diversified Arbitrage N |
ADANX
|
Robert "Rocky" Bryant (2019) | 4 | 17.7 | 11.6 |
| AQR Diversified Arbitrage R6 |
QDARX
|
Robert "Rocky" Bryant (2019) | 4 | 17.7 | 11.6 |
| AQR Emerging Multi-Style II I |
QTELX
|
Cliff Asness (2015) | 4 | 11.6 | 6.6 |
| AQR Emerging Multi-Style II N |
QTENX
|
Cliff Asness (2015) | 4 | 11.6 | 6.6 |
| AQR Emerging Multi-Style II R6 |
QTERX
|
Cliff Asness (2015) | 4 | 11.6 | 6.6 |
| AQR Equity Market Neutral I |
QMNIX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Equity Market Neutral N |
QMNNX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Equity Market Neutral R6 |
QMNRX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Global Fund I |
AQGIX
|
Cliff Asness (2009) | 5 | 16.8 | 9.3 |
| AQR Global Fund N |
AQGNX
|
Cliff Asness (2009) | 5 | 16.8 | 9.3 |
| AQR Global Fund R6 |
AQGRX
|
Cliff Asness (2009) | 5 | 16.8 | 9.3 |
| AQR International Multi-Style I |
QICLX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR International Multi-Style N |
QICNX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR International Multi-Style R6 |
QICRX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR LSE Fusion I |
QLFIX
|
Cliff Asness (2025) | 5 | 1.3 | 1.3 |
| AQR LSE Fusion N |
QLFNX
|
Cliff Asness (2025) | 5 | 1.3 | 1.3 |
| AQR LSE Fusion R6 |
QLFRX
|
Cliff Asness (2025) | 5 | 1.3 | 1.3 |
| AQR Large Cap Defensive Style I |
AUEIX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Large Cap Defensive Style N |
AUENX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Large Cap Defensive Style R6 |
QUERX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Large Cap Multi-Style I |
QCELX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Large Cap Multi-Style N |
QCENX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Large Cap Multi-Style R6 |
QCERX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Long-Short Equity I |
QLEIX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Long-Short Equity N |
QLENX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Long-Short Equity R6 |
QLERX
|
Cliff Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Managed Futures Strategy HV I |
QMHIX
|
Cliff Asness (2013) | 7 | 13.2 | 5.9 |
| AQR Managed Futures Strategy HV N |
QMHNX
|
Cliff Asness (2013) | 7 | 13.2 | 5.9 |
| AQR Managed Futures Strategy HV R6 |
QMHRX
|
Cliff Asness (2013) | 7 | 13.2 | 5.9 |
| AQR Managed Futures Strategy I |
AQMIX
|
Cliff Asness (2010) | 7 | 16.7 | 6.9 |
| AQR Managed Futures Strategy N |
AQMNX
|
Cliff Asness (2010) | 7 | 16.7 | 6.9 |
| AQR Managed Futures Strategy R6 |
AQMRX
|
Cliff Asness (2010) | 7 | 16.7 | 6.9 |
| AQR Multi-Asset I |
AQRIX
|
Cliff Asness (2024) | 6 | 16.0 | 6.3 |
| AQR Multi-Asset N |
AQRNX
|
Cliff Asness (2024) | 6 | 16.0 | 6.3 |
| AQR Multi-Asset R6 |
AQRRX
|
Cliff Asness (2024) | 6 | 16.0 | 6.3 |
| AQR Risk-Balanced Commodities Strat R6 |
QRCRX
|
Cliff Asness (2022) | 7 | 4.8 | 3.2 |
| AQR Risk-Balanced Commodities Strategy I |
ARCIX
|
Cliff Asness (2022) | 7 | 4.8 | 3.2 |
| AQR Risk-Balanced Commodities Strategy N |
ARCNX
|
Cliff Asness (2022) | 7 | 4.8 | 3.2 |
| AQR Small Cap Multi-Style I |
QSMLX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Small Cap Multi-Style N |
QSMNX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Small Cap Multi-Style R6 |
QSERX
|
Cliff Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Style Premia Alternative I |
QSPIX
|
Cliff Asness (2022) | 6 | 4.8 | 3.2 |
| AQR Style Premia Alternative N |
QSPNX
|
Cliff Asness (2022) | 6 | 4.8 | 3.2 |
| AQR Style Premia Alternative R6 |
QSPRX
|
Cliff Asness (2022) | 6 | 4.8 | 3.2 |
| AQR Trend Total Return Class I |
QNZIX
|
Cliff Asness (2021) | 7 | 4.8 | 2.7 |
| AQR Trend Total Return Class N |
QNZNX
|
Cliff Asness (2021) | 7 | 4.8 | 2.7 |
| AQR Trend Total Return Class R6 |
QNZRX
|
Cliff Asness (2021) | 7 | 4.8 | 2.7 |
| Allspring Strategic Municipal Bd A |
VMPAX
|
Bruce Johns (2026) | 3 | 16.0 | 7.4 |
| Allspring Strategic Municipal Bd C |
DHICX
|
Bruce Johns (2026) | 3 | 16.0 | 7.4 |
| Allspring Strategic Municipal Bd Inst |
STRIX
|
Bruce Johns (2026) | 3 | 16.0 | 7.4 |
| Allspring Strategic Municipal Bd R6 |
VMPRX
|
Bruce Johns (2026) | 3 | 16.0 | 7.4 |
| Amana Developing World Institutional |
AMIDX
|
Tae Han (Simon) Kim (2026) | 3 | 9.0 | 3.0 |
| Amana Developing World Institutional |
AMIDX
|
Rajasekhar Ravishankar (2026) | 3 | 9.0 | 3.0 |
| Amana Developing World Investor |
AMDWX
|
Tae Han (Simon) Kim (2026) | 3 | 9.0 | 3.0 |
| Amana Developing World Investor |
AMDWX
|
Rajasekhar Ravishankar (2026) | 3 | 9.0 | 3.0 |
| Amana Growth Institutional |
AMIGX
|
Levi Zurbrugg (2026) | 3 | 8.2 | 2.9 |
| Amana Growth Investor |
AMAGX
|
Levi Zurbrugg (2026) | 3 | 8.2 | 2.9 |
| Amana Income Institutional |
AMINX
|
Tae Han (Simon) Kim (2026) | 3 | 8.2 | 4.9 |
| Amana Income Investor |
AMANX
|
Tae Han (Simon) Kim (2026) | 3 | 8.2 | 4.9 |
| Amana Participation Institutional |
AMIPX
|
Pierce McCrerey (2026) | 3 | 11.0 | 6.1 |
| Amana Participation Investor |
AMAPX
|
Pierce McCrerey (2026) | 3 | 11.0 | 6.1 |
| American Beacon Small Cap Value R6 |
AASRX
|
Daniel McKenzie (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cap Value R6 |
AASRX
|
Trip Rodgers (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val A |
ABSAX
|
Daniel McKenzie (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val A |
ABSAX
|
Trip Rodgers (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Adv |
AASSX
|
Daniel McKenzie (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Adv |
AASSX
|
Trip Rodgers (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val C |
ASVCX
|
Daniel McKenzie (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val C |
ASVCX
|
Trip Rodgers (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Inv |
AVPAX
|
Daniel McKenzie (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Inv |
AVPAX
|
Trip Rodgers (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val R5 |
AVFIX
|
Daniel McKenzie (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val R5 |
AVFIX
|
Trip Rodgers (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Y |
ABSYX
|
Daniel McKenzie (2026) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Y |
ABSYX
|
Trip Rodgers (2026) | 17 | 27.8 | 9.6 |
| American Fds Corporate Bond F-3 |
CFBFX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Fds Corporate Bond F-3 |
CFBFX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-A |
COBAX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-A |
COBAX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-C |
COBCX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-C |
COBCX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-E |
COBEX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-E |
COBEX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-F-2 |
FFBBX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-F-2 |
FFBBX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-F-3 |
FBCDX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-F-3 |
FBCDX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond A |
BFCAX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond A |
BFCAX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond C |
BFCCX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond C |
BFCCX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond F-1 |
BFCFX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond F-1 |
BFCFX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond F-2 |
BFCGX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond F-2 |
BFCGX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R--2E |
RCBGX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R--2E |
RCBGX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-1 |
RCBAX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-1 |
RCBAX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-2 |
RCBBX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-2 |
RCBBX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-3 |
RCBCX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-3 |
RCBCX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-4 |
RCBDX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-4 |
RCBDX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-5 |
RCBEX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-5 |
RCBEX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-5E |
RCBHX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-5E |
RCBHX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-6 |
RCBFX
|
Mital Kotecha (2026) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-6 |
RCBFX
|
Kevin Swick (2026) | 4 | 8.8 | 2.7 |
| American Funds Intl Gr and Inc 529-A |
CGIAX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc 529-C |
CIICX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc 529-E |
CGIEX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc 529-F-2 |
FGGGX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc 529-F-3 |
FGIGX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc A |
IGAAX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc C |
IGICX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc F-1 |
IGIFX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc F-2 |
IGFFX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc F-3 |
IGAIX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-1 |
RIGAX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-2 |
RIGBX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-2E |
RIIEX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-3 |
RGICX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-4 |
RIGEX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-5 |
RIGFX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-5E |
RIGIX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| American Funds Intl Gr and Inc R-6 |
RIGGX
|
Samir Parekh (2026) | 9 | 18.0 | 9.3 |
| Anfield Universal Fixed Income Advisor |
AFLAX
|
Cameron Baxter (2023) | 4 | 13.3 | 10.2 |
| Anfield Universal Fixed Income Advisor |
AFLAX
|
Cyrille Conseil (2013) | 4 | 13.3 | 10.2 |
| Anfield Universal Fixed Income Advisor |
AFLAX
|
Peter Van de Zilver (2014) | 4 | 13.3 | 10.2 |
| Anfield Universal Fixed Income Advisor |
AFLAX
|
David Young (2014) | 4 | 13.3 | 10.2 |
| Anfield Universal Fixed Income Investor |
AFLNX
|
Cameron Baxter (2023) | 4 | 13.3 | 10.2 |
| Anfield Universal Fixed Income Investor |
AFLNX
|
Cyrille Conseil (2013) | 4 | 13.3 | 10.2 |
| Anfield Universal Fixed Income Investor |
AFLNX
|
Peter Van de Zilver (2014) | 4 | 13.3 | 10.2 |
| Anfield Universal Fixed Income Investor |
AFLNX
|
David Young (2014) | 4 | 13.3 | 10.2 |
| Baillie Gifford International Growth 2 |
BGETX
|
Alex Summers (2026) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth 3 |
BGEUX
|
Alex Summers (2026) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth 4 |
BGEFX
|
Alex Summers (2026) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth 5 |
BGEVX
|
Alex Summers (2026) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth I |
BGESX
|
Alex Summers (2026) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth K |
BGEKX
|
Alex Summers (2026) | 5 | 18.6 | 10.4 |
| BlackRock Global Dividend Instl |
BIBDX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Instl |
BIBDX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv A |
BABDX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv A |
BABDX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv C |
BCBDX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv C |
BCBDX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend K |
BKBDX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend K |
BKBDX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock International Instl |
MAILX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock International Instl |
MAILX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock International Inv A |
MDILX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock International Inv A |
MDILX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock International Inv C |
MCILX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock International Inv C |
MCILX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock International K |
MKILX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock International K |
MKILX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| BlackRock International R |
BIFRX
|
Wendy Agnew (2026) | 2 | 0.1 | 0.1 |
| BlackRock International R |
BIFRX
|
Zeshan Azam (2026) | 2 | 0.1 | 0.1 |
| Boston Common ESG Impact US Equity |
BCAMX
|
Matthew Meade (2025) | 3 | 14.4 | 5.9 |
| Boston Trust Walden Equity |
WSEFX
|
Sean Cameron (2026) | 3 | 5.6 | 3.8 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Dennis Alff (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Tim Collard (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Sundeep Khanna (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Guy Lakonishok (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Josef Lakonishok (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Puneet Mansharamani (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Steven Pollack (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Gal Skarishevsky (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Greg Sleight (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Menno Vermeulen (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Christopher Wallis (2026) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Ryan Crane (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Frederick Konopka (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
John Lewicke (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Daniel Mahr (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Matthew McGeary (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Matthew Spitznagle (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Edmund Woods (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Jason Wulff (2026) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Damien Zhang (2026) | 23 | 11.4 | 2.1 |
| Columbia Multi Strat Alts A |
CLAAX
|
Cliff Asness (2024) | 16 | 11.7 | 6.5 |
| Columbia Multi Strat Alts C |
CLABX
|
Cliff Asness (2024) | 16 | 11.7 | 6.5 |
| Columbia Multi Strat Alts Inst |
CLAZX
|
Cliff Asness (2024) | 16 | 11.7 | 6.5 |
| Cromwell Global Infras Instl |
CFGIX
|
Mark Brennan (2026) | 2 | 3.7 | 1.9 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Cliff Asness (2025) | 25 | 2.0 | 1.0 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Nicholas Bush (2026) | 25 | 2.0 | 1.0 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Laura Serban (2026) | 25 | 2.0 | 1.0 |
| Empower Core Strategies US Eq Instl |
MXEBX
|
Zachary Borovik (2026) | 13 | 8.3 | 5.9 |
| Empower Core Strategies US Eq Instl |
MXEBX
|
Nathan Henderson (2026) | 13 | 8.3 | 5.9 |
| Empower Core Strategies US Eq Inv |
MXETX
|
Zachary Borovik (2026) | 13 | 8.3 | 5.9 |
| Empower Core Strategies US Eq Inv |
MXETX
|
Nathan Henderson (2026) | 13 | 8.3 | 5.9 |
| Empower Small Cap Value Instl |
MXTFX
|
Zachary Borovik (2026) | 5 | 25.8 | 7.5 |
| Empower Small Cap Value Instl |
MXTFX
|
Nathan Henderson (2026) | 5 | 25.8 | 7.5 |
| Empower Small Cap Value Inv |
MXLSX
|
Zachary Borovik (2026) | 5 | 25.8 | 7.5 |
| Empower Small Cap Value Inv |
MXLSX
|
Nathan Henderson (2026) | 5 | 25.8 | 7.5 |
| Fidelity Advisor Worldwide A |
FWAFX
|
William Kennedy (2026) | 3 | 19.0 | 8.4 |
| Fidelity Advisor Worldwide C |
FWCFX
|
William Kennedy (2026) | 3 | 19.0 | 8.4 |
| Fidelity Advisor Worldwide I |
FWIFX
|
William Kennedy (2026) | 3 | 19.0 | 8.4 |
| Fidelity Advisor Worldwide M |
FWTFX
|
William Kennedy (2026) | 3 | 19.0 | 8.4 |
| Fidelity Advisor Worldwide Z |
FIQOX
|
William Kennedy (2026) | 3 | 19.0 | 8.4 |
| Fidelity Select Brokerage & Inv Mgmt |
FSLBX
|
William Hilkert (2026) | 2 | 0.3 | 0.2 |
| Fidelity Select Semiconductors |
FSELX
|
Aidan Brandt (2026) | 1 | 0.1 | 0.1 |
| Fidelity Select Tech Hardware |
FDCPX
|
Preston Hendrick (2026) | 2 | 2.4 | 1.2 |
| Fidelity Series DevMktExNAExHonKonIdx |
FSDMX
|
Louis Bottari (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series DevMktExNAExHonKonIdx |
FSDMX
|
Payal Gupta (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series DevMktExNAExHonKonIdx |
FSDMX
|
Peter Matthew (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series DevMktExNAExHonKonIdx |
FSDMX
|
Robert Regan (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series DevMktExNAExHonKonIdx |
FSDMX
|
Navid Sohrabi (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series Emerging Mkts Ex Chn Idx |
FSJQX
|
Louis Bottari (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series Emerging Mkts Ex Chn Idx |
FSJQX
|
Payal Gupta (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series Emerging Mkts Ex Chn Idx |
FSJQX
|
Peter Matthew (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series Emerging Mkts Ex Chn Idx |
FSJQX
|
Robert Regan (2026) | 5 | 0.1 | 0.1 |
| Fidelity Series Emerging Mkts Ex Chn Idx |
FSJQX
|
Navid Sohrabi (2026) | 5 | 0.1 | 0.1 |
| Fidelity Worldwide |
FWWFX
|
William Kennedy (2026) | 3 | 19.0 | 8.4 |
| Franklin Core Plus Bond Fund A |
FRSTX
|
Tina Chou (2026) | 6 | 7.8 | 2.5 |
| Franklin Core Plus Bond Fund Advisor |
FKSAX
|
Tina Chou (2026) | 6 | 7.8 | 2.5 |
| Franklin Core Plus Bond Fund C |
FSGCX
|
Tina Chou (2026) | 6 | 7.8 | 2.5 |
| Franklin Core Plus Bond Fund R |
FKSRX
|
Tina Chou (2026) | 6 | 7.8 | 2.5 |
| Franklin Core Plus Bond Fund R6 |
FGKNX
|
Tina Chou (2026) | 6 | 7.8 | 2.5 |
| Grandeur Peak Global Explorer Instl |
GPGEX
|
Ryan Bischoff (2026) | 6 | 4.8 | 1.5 |
| Grandeur Peak Global Reach Instl |
GPRIX
|
Ryan Bischoff (2026) | 7 | 10.1 | 3.5 |
| Grandeur Peak Global Reach Inv |
GPROX
|
Ryan Bischoff (2026) | 7 | 10.1 | 3.5 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
Jennifer Mihara (2024) | 14 | 6.7 | 2.9 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
Gordon Wotherspoon (2025) | 14 | 6.7 | 2.9 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
Jennifer Mihara (2024) | 14 | 6.7 | 2.9 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
Gordon Wotherspoon (2025) | 14 | 6.7 | 2.9 |
| GuideStone Funds Emerging Mkts Eq Instl |
GEMYX
|
Cliff Asness (2022) | 11 | 10.5 | 5.0 |
| GuideStone Funds Emerging Mkts Eq Inv |
GEMZX
|
Cliff Asness (2022) | 11 | 10.5 | 5.0 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Matthew Eagan (2008) | 15 | 17.8 | 5.0 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Fredrik Repton (2026) | 15 | 17.8 | 5.0 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Matthew Eagan (2008) | 15 | 17.8 | 5.0 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Fredrik Repton (2026) | 15 | 17.8 | 5.0 |
| GuideStone Funds International Eq Instl |
GIEYX
|
Cliff Asness (2008) | 19 | 18.5 | 6.2 |
| GuideStone Funds International Eq Inv |
GIEZX
|
Cliff Asness (2008) | 19 | 18.5 | 6.2 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Grant Babyak (2002) | 16 | 24.1 | 4.7 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Grant Babyak (2002) | 16 | 24.1 | 4.7 |
| GuideStone Funds Strategic Alts Instl |
GFSYX
|
Cliff Asness (2022) | 18 | 5.9 | 4.3 |
| GuideStone Funds Strategic Alts Investor |
GFSZX
|
Cliff Asness (2022) | 18 | 5.9 | 4.3 |
| Harding Loevner Instl Emerg Mkts Z |
HLEZX
|
Edmund Bellord (2026) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mkts Z |
HLEZX
|
Sergey Dubin (2026) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mkts Z |
HLEZX
|
Ping Wang (2026) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mrkts I |
HLMEX
|
Edmund Bellord (2026) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mrkts I |
HLMEX
|
Sergey Dubin (2026) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mrkts I |
HLMEX
|
Ping Wang (2026) | 5 | 3.7 | 1.3 |
| Hartford Checks and Balances A |
HCKAX
|
Jim Glendon CFA (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances A |
HCKAX
|
Allison Mortensen, CFA (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances C |
HCKCX
|
Jim Glendon CFA (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances C |
HCKCX
|
Allison Mortensen, CFA (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances F |
HCKFX
|
Jim Glendon CFA (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances F |
HCKFX
|
Allison Mortensen, CFA (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances I |
HCKIX
|
Jim Glendon CFA (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances I |
HCKIX
|
Allison Mortensen, CFA (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R3 |
HCKRX
|
Jim Glendon CFA (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R3 |
HCKRX
|
Allison Mortensen, CFA (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R4 |
HCKSX
|
Jim Glendon CFA (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R4 |
HCKSX
|
Allison Mortensen, CFA (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R5 |
HCKTX
|
Jim Glendon CFA (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R5 |
HCKTX
|
Allison Mortensen, CFA (2015) | 3 | 19.4 | 11.6 |
| Hartford Conservative Allocation A |
HCVAX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation A |
HCVAX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation C |
HCVCX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation C |
HCVCX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation F |
HCVFX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation F |
HCVFX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation I |
HCVIX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation I |
HCVIX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R3 |
HCVRX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R3 |
HCVRX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R4 |
HCVSX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R4 |
HCVSX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R5 |
HCVTX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R5 |
HCVTX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation Y |
HCVYX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation Y |
HCVYX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation A |
HBAAX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation A |
HBAAX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation C |
HBACX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation C |
HBACX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation F |
HBADX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation F |
HBADX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation I |
HBAIX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation I |
HBAIX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R3 |
HBARX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R3 |
HBARX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R4 |
HBASX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R4 |
HBASX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R5 |
HBATX
|
Jim Glendon CFA (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R5 |
HBATX
|
Allison Mortensen, CFA (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderately Aggressive Allc A |
HRAAX
|
Jim Glendon CFA (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc A |
HRAAX
|
Allison Mortensen, CFA (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc C |
HRACX
|
Jim Glendon CFA (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc C |
HRACX
|
Allison Mortensen, CFA (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc F |
HRAFX
|
Jim Glendon CFA (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc F |
HRAFX
|
Allison Mortensen, CFA (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc I |
HRAIX
|
Jim Glendon CFA (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc I |
HRAIX
|
Allison Mortensen, CFA (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R3 |
HRARX
|
Jim Glendon CFA (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R3 |
HRARX
|
Allison Mortensen, CFA (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R4 |
HRASX
|
Jim Glendon CFA (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R4 |
HRASX
|
Allison Mortensen, CFA (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R5 |
HRATX
|
Jim Glendon CFA (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R5 |
HRATX
|
Allison Mortensen, CFA (2015) | 3 | 12.3 | 9.3 |
| Horizon Active Income A |
AIHAX
|
Cameron Baxter (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income A |
AIHAX
|
Cyrille Conseil (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income A |
AIHAX
|
David Young (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income I |
AIRIX
|
Cameron Baxter (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income I |
AIRIX
|
Cyrille Conseil (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income I |
AIRIX
|
David Young (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income Investor |
AIMNX
|
Cameron Baxter (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income Investor |
AIMNX
|
Cyrille Conseil (2026) | 3 | 0.0 | 0.0 |
| Horizon Active Income Investor |
AIMNX
|
David Young (2026) | 3 | 0.0 | 0.0 |
| Hotchkis & Wiley Small Cap Value A |
HWSAX
|
Daniel McKenzie (2026) | 3 | 30.8 | 20.0 |
| Hotchkis & Wiley Small Cap Value C |
HWSCX
|
Daniel McKenzie (2026) | 3 | 30.8 | 20.0 |
| Hotchkis & Wiley Small Cap Value I |
HWSIX
|
Daniel McKenzie (2026) | 3 | 30.8 | 20.0 |
| Hotchkis & Wiley Small Cap Value Z |
HWSZX
|
Daniel McKenzie (2026) | 3 | 30.8 | 20.0 |
| Invesco BulletShares 2036 Muncpl Bd ETF |
BSMA
|
Peter Hubbard (2026) | 3 | 0.0 | 0.0 |
| Invesco BulletShares 2036 Muncpl Bd ETF |
BSMA
|
Daniel Michalak (2026) | 3 | 0.0 | 0.0 |
| Invesco BulletShares 2036 Muncpl Bd ETF |
BSMA
|
Jeremy Neisewander (2026) | 3 | 0.0 | 0.0 |
| Invesco Global Core Equity A |
AWSAX
|
Joe Dowling (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity A |
AWSAX
|
Emily Roberts (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity C |
AWSCX
|
Joe Dowling (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity C |
AWSCX
|
Emily Roberts (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R |
AWSRX
|
Joe Dowling (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R |
AWSRX
|
Emily Roberts (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R5 |
AWSIX
|
Joe Dowling (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R5 |
AWSIX
|
Emily Roberts (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R6 |
AWSSX
|
Joe Dowling (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R6 |
AWSSX
|
Emily Roberts (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity Y |
AWSYX
|
Joe Dowling (2026) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity Y |
AWSYX
|
Emily Roberts (2026) | 2 | 0.0 | 0.0 |
| JHancock Floating Rate Income 1 |
JFIHX
|
Jim Fitzpatrick (2026) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income A |
JFIAX
|
Jim Fitzpatrick (2026) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income C |
JFIGX
|
Jim Fitzpatrick (2026) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income I |
JFIIX
|
Jim Fitzpatrick (2026) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income NAV |
JFIDX
|
Jim Fitzpatrick (2026) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income R6 |
JFIRX
|
Jim Fitzpatrick (2026) | 1 | 0.1 | 0.1 |
| Loomis Sayles Core Plus Bond A |
NEFRX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| Loomis Sayles Core Plus Bond C |
NECRX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| Loomis Sayles Core Plus Bond N |
NERNX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| Loomis Sayles Core Plus Bond Y |
NERYX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| MarketDesk International Momentum ETF |
XUSM
|
Jonathon Clements (2026) | 2 | 0.0 | 0.0 |
| MarketDesk International Momentum ETF |
XUSM
|
Matthew Clements (2026) | 2 | 0.0 | 0.0 |
| Mercer Core Fixed Income I |
MCFQX
|
Michael A. Sheldon (2025) | 10 | 12.5 | 7.6 |
| Mercer Core Fixed Income Y3 |
MCFIX
|
Michael A. Sheldon (2025) | 10 | 12.5 | 7.6 |
| Mercer Emerging Markets Equity I |
MEMSX
|
Alex Summers (2025) | 18 | 11.6 | 3.8 |
| Mercer Emerging Markets Equity Y3 |
MEMQX
|
Alex Summers (2025) | 18 | 11.6 | 3.8 |
| Mercer Non-US Core Equity I |
MNCSX
|
Brandon Berger (2025) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity I |
MNCSX
|
Gal Skarishevsky (2025) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity I |
MNCSX
|
Samuel Thomas (2026) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity Y3 |
MNCEX
|
Brandon Berger (2025) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity Y3 |
MNCEX
|
Gal Skarishevsky (2025) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity Y3 |
MNCEX
|
Samuel Thomas (2026) | 20 | 16.8 | 5.9 |
| Mercer Opportunistic Fixed Income I |
MOFTX
|
Chris Mathewson (2026) | 15 | 3.3 | 1.5 |
| Mercer Opportunistic Fixed Income Y3 |
MOFIX
|
Chris Mathewson (2026) | 15 | 3.3 | 1.5 |
| Mercer US Small/Mid Cap Equity I |
MSCQX
|
Todd Mayberry (2025) | 19 | 21.1 | 9.0 |
| Mercer US Small/Mid Cap Equity Y3 |
MSCGX
|
Todd Mayberry (2025) | 19 | 21.1 | 9.0 |
| Monongahela All Cap Value |
MCMVX
|
Mark C. Rodgers (2024) | 3 | 13.3 | 9.4 |
| Morgan Stanley Pathway Em Mkts Eq |
TEMUX
|
George Mussalli (2026) | 17 | 17.3 | 5.4 |
| Muzinich Low Duration Instl |
MZLNX
|
Joseph Galzerano (2021) | 7 | 10.3 | 4.6 |
| Muzinich Low Duration Instl |
MZLNX
|
Tatjana Greil-Castro (2016) | 7 | 10.3 | 4.6 |
| Muzinich Low Duration Instl |
MZLNX
|
Ian Horn (2020) | 7 | 10.3 | 4.6 |
| Muzinich Low Duration Instl |
MZLNX
|
Eric Schure (2023) | 7 | 10.3 | 4.6 |
| Muzinich Low Duration Instl |
MZLNX
|
Mel Siew (2025) | 7 | 10.3 | 4.6 |
| Muzinich Low Duration Instl |
MZLNX
|
Richard Smith (2023) | 7 | 10.3 | 4.6 |
| Muzinich Low Duration Instl |
MZLNX
|
Corentin Tarlier (2024) | 7 | 10.3 | 4.6 |
| Nomura Small Cap Core A |
DCCAX
|
Eric Cheung (2026) | 7 | 21.9 | 8.2 |
| Nomura Small Cap Core C |
DCCCX
|
Eric Cheung (2026) | 7 | 21.9 | 8.2 |
| Nomura Small Cap Core I |
DCCIX
|
Eric Cheung (2026) | 7 | 21.9 | 8.2 |
| Nomura Small Cap Core R |
DCCRX
|
Eric Cheung (2026) | 7 | 21.9 | 8.2 |
| Nomura Small Cap Core R6 |
DCZRX
|
Eric Cheung (2026) | 7 | 21.9 | 8.2 |
| Nomura Smid Cap Core A |
IYSAX
|
Eric Cheung (2026) | 7 | 4.9 | 2.6 |
| Nomura Smid Cap Core C |
IYSCX
|
Eric Cheung (2026) | 7 | 4.9 | 2.6 |
| Nomura Smid Cap Core I |
IVVIX
|
Eric Cheung (2026) | 7 | 4.9 | 2.6 |
| Nomura Smid Cap Core R |
IYSMX
|
Eric Cheung (2026) | 7 | 4.9 | 2.6 |
| Nomura Smid Cap Core R6 |
ISPVX
|
Eric Cheung (2026) | 7 | 4.9 | 2.6 |
| Nomura Smid Cap Core Y |
IYSYX
|
Eric Cheung (2026) | 7 | 4.9 | 2.6 |
| Northern Stablecoin Csh Rsrvs Prtfl |
NSCXX
|
Management Team (2026) | 1 | 0.1 | 0.1 |
| Principal Multi-Sector Income A |
PGBAX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| Principal Multi-Sector Income C |
PGDCX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| Principal Multi-Sector Income Instl |
PGDIX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| Principal Multi-Sector Income R6 |
PGBLX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| SEI Multi-Asset Accumulation F (SIMT) |
SAAAX
|
Cliff Asness (2022) | 7 | 11.8 | 4.9 |
| SEI Multi-Asset Accumulation Y (SIMT) |
SMOYX
|
Cliff Asness (2022) | 7 | 11.8 | 4.9 |
| Saturna Core |
SCORX
|
Elizabeth Alm (2026) | 3 | 6.5 | 2.3 |
| Saturna Growth |
SSGFX
|
Simon Kim (2026) | 3 | 1.0 | 0.7 |
| Saturna Growth |
SSGFX
|
Jason S. Mitchell (2025) | 3 | 1.0 | 0.7 |
| Saturna Growth Z |
SGZFX
|
Simon Kim (2026) | 3 | 1.0 | 0.7 |
| Saturna Growth Z |
SGZFX
|
Jason S. Mitchell (2025) | 3 | 1.0 | 0.7 |
| Saturna International |
SSIFX
|
Rajasekhar Ravishankar (2026) | 3 | 0.5 | 0.3 |
| Saturna International Z |
SIFZX
|
Rajasekhar Ravishankar (2026) | 3 | 0.5 | 0.3 |
| Seafarer Overseas Gr and Income Instl |
SIGIX
|
Paul Espinosa (2016) | 4 | 14.6 | 9.8 |
| Seafarer Overseas Gr and Income Investor |
SFGIX
|
Paul Espinosa (2016) | 4 | 14.6 | 9.8 |
| Seafarer Overseas Gr and Income Retail |
SFGRX
|
Paul Espinosa (2016) | 4 | 14.6 | 9.8 |
| T. Rowe Price International Eq Z |
TLIEX
|
Neil Smith (2007) | 1 | 19.6 | 19.6 |
| VALIC Company I International Govt Bond |
VCIFX
|
Roberto Coronado (2026) | 2 | 0.2 | 0.2 |
| VALIC Company I International Govt Bond |
VCIFX
|
Joseph Cuthbertson (2026) | 2 | 0.2 | 0.2 |
| VALIC Company I Large Cap Core |
VLCGX
|
David Maccarrone (2026) | 5 | 1.0 | 0.8 |
| Value Line Mid Cap Focused Inst |
VLMIX
|
Nathan Eigerman (2026) | 3 | 17.5 | 6.6 |
| Value Line Mid Cap Focused Inv |
VLIFX
|
Nathan Eigerman (2026) | 3 | 17.5 | 6.6 |
| Vanguard Dividend Appreciation Index Adm |
VDADX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard FTSE Social Index Admiral |
VFTAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard FTSE Social Index I |
VFTNX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard High Dividend Yield Index Adm |
VHYAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Growth Index Admiral |
VIGAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Growth Index Investor |
VIGRX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Growth Indx Institutional |
VIGIX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Mega Cap Growth Idx Instl |
VMGAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Mega Cap Index Instl |
VMCTX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Mega Cap Value Indx Instl |
VMVLX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Small Cap Growth Idx Adm |
VSGAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Small Cap Growth Idx Inst |
VSGIX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Small Cap Growth Indx Inv |
VISGX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Small Cap Index Admiral |
VSMAX
|
William Coleman (2026) | 3 | 3.6 | 1.7 |
| Vanguard MStar Small Cap Index Instl |
VSCIX
|
William Coleman (2026) | 3 | 3.6 | 1.7 |
| Vanguard MStar Small Cap Index Instl Pl |
VSCPX
|
William Coleman (2026) | 3 | 3.6 | 1.7 |
| Vanguard MStar Small Cap Index Investor |
NAESX
|
William Coleman (2026) | 3 | 3.6 | 1.7 |
| Vanguard MStar Small Cap Value Idx Instl |
VSIIX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Small Cap Value Index |
VISVX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Small Cap Value Indx Adm |
VSIAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Value Index Admiral |
VVIAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Value Index Investor |
VIVAX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard MStar Value Indx Institutional |
VIVIX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard Real Estate II Index |
VRTPX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard Real Estate Index Admiral |
VGSLX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard Real Estate Index Institutional |
VGSNX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard Real Estate Index Investor |
VGSIX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard S&P Small-Cap 600 Index I |
VSMSX
|
William Coleman (2026) | 3 | 3.6 | 1.8 |
| Vanguard S&P Small-Cap 600 Val Idx Instl |
VSMVX
|
William Coleman (2026) | 3 | 3.6 | 1.8 |
| Vanguard Tax-Managed Capital App Adm |
VTCLX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard Tax-Managed Capital App I |
VTCIX
|
William Coleman (2026) | 3 | 1.6 | 1.1 |
| Vanguard Tax-Managed Small Cap Adm |
VTMSX
|
William Coleman (2026) | 3 | 3.2 | 1.6 |
| Vanguard Tax-Managed Small Cap I |
VTSIX
|
William Coleman (2026) | 3 | 3.2 | 1.6 |
| Victory Growth |
USAAX
|
Matthew Gormley (2026) | 8 | 16.3 | 6.6 |
| Victory Growth |
USAAX
|
Craig Sterling (2026) | 8 | 16.3 | 6.6 |
| Victory Growth & Income |
USGRX
|
Jeffrey Kripke (2026) | 8 | 7.3 | 2.3 |
| Victory Growth & Income |
USGRX
|
Craig Sterling (2026) | 8 | 7.3 | 2.3 |
| Victory Growth & Income |
USGRX
|
James Yu (2026) | 8 | 7.3 | 2.3 |
| Victory Growth & Income Institutional |
UIGIX
|
Jeffrey Kripke (2026) | 8 | 7.3 | 2.3 |
| Victory Growth & Income Institutional |
UIGIX
|
Craig Sterling (2026) | 8 | 7.3 | 2.3 |
| Victory Growth & Income Institutional |
UIGIX
|
James Yu (2026) | 8 | 7.3 | 2.3 |
| Victory Growth Institutional |
UIGRX
|
Matthew Gormley (2026) | 8 | 16.3 | 6.6 |
| Victory Growth Institutional |
UIGRX
|
Craig Sterling (2026) | 8 | 16.3 | 6.6 |
| Victory Science & Technology |
USSCX
|
Lance Humphrey (2026) | 8 | 8.8 | 5.1 |
| Victory Science & Technology Class A |
USTCX
|
Lance Humphrey (2026) | 8 | 8.8 | 5.1 |
| Victory Small Cap Stock |
USCAX
|
Lance Humphrey (2026) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Lance Humphrey (2026) | 7 | 14.2 | 7.5 |
| Vulcan Value Partners |
VVPLX
|
Brad Headley (2026) | 6 | 16.8 | 3.9 |
| Vulcan Value Partners |
VVPLX
|
Robert Smith (2026) | 6 | 16.8 | 3.9 |
| Vulcan Value Partners Small Cap |
VVPSX
|
Brad Headley (2026) | 6 | 16.8 | 3.9 |
| Vulcan Value Partners Small Cap |
VVPSX
|
Robert Smith (2026) | 6 | 16.8 | 3.9 |
| Vulcan Value Partners Small Cap Instl |
VVISX
|
Brad Headley (2026) | 6 | 16.8 | 3.9 |
| Vulcan Value Partners Small Cap Instl |
VVISX
|
Robert Smith (2026) | 6 | 16.8 | 3.9 |
| Western Asset Short-Term Bond A |
SBSTX
|
Dan Alexander (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond A |
SBSTX
|
Ryan Brist (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond C |
LWSOX
|
Dan Alexander (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond C |
LWSOX
|
Ryan Brist (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond C1 |
SSTLX
|
Dan Alexander (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond C1 |
SSTLX
|
Ryan Brist (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond I |
SBSYX
|
Dan Alexander (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond I |
SBSYX
|
Ryan Brist (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond IS |
LWSTX
|
Dan Alexander (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond IS |
LWSTX
|
Ryan Brist (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond R |
LWARX
|
Dan Alexander (2026) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond R |
LWARX
|
Ryan Brist (2026) | 8 | 8.4 | 3.6 |
| Western Asset Ultra-Short Income A |
ARMZX
|
Dan Alexander (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income A |
ARMZX
|
Ryan Brist (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income C |
LWAIX
|
Dan Alexander (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income C |
LWAIX
|
Ryan Brist (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income C1 |
ARMGX
|
Dan Alexander (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income C1 |
ARMGX
|
Ryan Brist (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income I |
SBAYX
|
Dan Alexander (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income I |
SBAYX
|
Ryan Brist (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income IS |
ARMLX
|
Dan Alexander (2026) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income IS |
ARMLX
|
Ryan Brist (2026) | 6 | 2.6 | 0.7 |
| Westwood Quality SmallCap Fund A |
WHGAX
|
William Woodson “Trip” Rodgers (2026) | 4 | 15.8 | 7.6 |
| Westwood Quality SmallCap Fund C |
WHGCX
|
William Woodson “Trip” Rodgers (2026) | 4 | 15.8 | 7.6 |
| Westwood Quality SmallCap Fund Inst |
WHGSX
|
William Woodson “Trip” Rodgers (2026) | 4 | 15.8 | 7.6 |
| Westwood Quality SmallCap Fund Ultra |
WWSYX
|
William Woodson “Trip” Rodgers (2026) | 4 | 15.8 | 7.6 |
| Westwood Quality Value Fund A |
WWLAX
|
Kyle Martin (2026) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Fund A |
WWLAX
|
Todd Williams (2026) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Fund Inst |
WHGLX
|
Kyle Martin (2026) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Fund Inst |
WHGLX
|
Todd Williams (2026) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Ultra |
WHGQX
|
Kyle Martin (2026) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Ultra |
WHGQX
|
Todd Williams (2026) | 3 | 1.3 | 0.5 |
| Wilmington International A |
WINAX
|
Simon Henry (2026) | 5 | 10.6 | 4.3 |
| Wilmington International Institutional |
WINIX
|
Simon Henry (2026) | 5 | 10.6 | 4.3 |
(Data as of 9/30/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| AQR CVX Fusion I |
QCFIX
|
Clifford Asness (2025) | 8 | 1.3 | 1.3 |
| AQR CVX Fusion N |
QCFNX
|
Clifford Asness (2025) | 8 | 1.3 | 1.3 |
| AQR CVX Fusion R6 |
QCFRX
|
Clifford Asness (2025) | 8 | 1.3 | 1.3 |
| AQR Diversified Arbitrage I |
ADAIX
|
Robert Bryant (2019) | 4 | 17.7 | 11.6 |
| AQR Diversified Arbitrage N |
ADANX
|
Robert Bryant (2019) | 4 | 17.7 | 11.6 |
| AQR Diversified Arbitrage R6 |
QDARX
|
Robert Bryant (2019) | 4 | 17.7 | 11.6 |
| AQR Emerging Multi-Style II I |
QTELX
|
Clifford Asness (2015) | 4 | 11.6 | 6.6 |
| AQR Emerging Multi-Style II N |
QTENX
|
Clifford Asness (2015) | 4 | 11.6 | 6.6 |
| AQR Emerging Multi-Style II R6 |
QTERX
|
Clifford Asness (2015) | 4 | 11.6 | 6.6 |
| AQR Equity Market Neutral I |
QMNIX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Equity Market Neutral N |
QMNNX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Equity Market Neutral R6 |
QMNRX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Global Fund I |
AQGIX
|
Clifford Asness (2009) | 5 | 16.8 | 9.3 |
| AQR Global Fund N |
AQGNX
|
Clifford Asness (2009) | 5 | 16.8 | 9.3 |
| AQR Global Fund R6 |
AQGRX
|
Clifford Asness (2009) | 5 | 16.8 | 9.3 |
| AQR International Multi-Style I |
QICLX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR International Multi-Style N |
QICNX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR International Multi-Style R6 |
QICRX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR LSE Fusion I |
QLFIX
|
Clifford Asness (2025) | 5 | 1.3 | 1.3 |
| AQR LSE Fusion N |
QLFNX
|
Clifford Asness (2025) | 5 | 1.3 | 1.3 |
| AQR LSE Fusion R6 |
QLFRX
|
Clifford Asness (2025) | 5 | 1.3 | 1.3 |
| AQR Large Cap Defensive Style I |
AUEIX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Large Cap Defensive Style N |
AUENX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Large Cap Defensive Style R6 |
QUERX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Large Cap Multi-Style I |
QCELX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Large Cap Multi-Style N |
QCENX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Large Cap Multi-Style R6 |
QCERX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Long-Short Equity I |
QLEIX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Long-Short Equity N |
QLENX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Long-Short Equity R6 |
QLERX
|
Clifford Asness (2022) | 4 | 10.6 | 5.9 |
| AQR Managed Futures Strategy HV I |
QMHIX
|
Clifford Asness (2013) | 7 | 13.2 | 5.9 |
| AQR Managed Futures Strategy HV N |
QMHNX
|
Clifford Asness (2013) | 7 | 13.2 | 5.9 |
| AQR Managed Futures Strategy HV R6 |
QMHRX
|
Clifford Asness (2013) | 7 | 13.2 | 5.9 |
| AQR Managed Futures Strategy I |
AQMIX
|
Clifford Asness (2010) | 7 | 16.7 | 6.9 |
| AQR Managed Futures Strategy N |
AQMNX
|
Clifford Asness (2010) | 7 | 16.7 | 6.9 |
| AQR Managed Futures Strategy R6 |
AQMRX
|
Clifford Asness (2010) | 7 | 16.7 | 6.9 |
| AQR Multi-Asset I |
AQRIX
|
Clifford Asness (2024) | 6 | 16.0 | 6.3 |
| AQR Multi-Asset N |
AQRNX
|
Clifford Asness (2024) | 6 | 16.0 | 6.3 |
| AQR Multi-Asset R6 |
AQRRX
|
Clifford Asness (2024) | 6 | 16.0 | 6.3 |
| AQR Risk-Balanced Commodities Strat R6 |
QRCRX
|
Clifford Asness (2022) | 7 | 4.8 | 3.2 |
| AQR Risk-Balanced Commodities Strategy I |
ARCIX
|
Clifford Asness (2022) | 7 | 4.8 | 3.2 |
| AQR Risk-Balanced Commodities Strategy N |
ARCNX
|
Clifford Asness (2022) | 7 | 4.8 | 3.2 |
| AQR Small Cap Multi-Style I |
QSMLX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Small Cap Multi-Style N |
QSMNX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Small Cap Multi-Style R6 |
QSERX
|
Clifford Asness (2013) | 4 | 13.5 | 7.1 |
| AQR Style Premia Alternative I |
QSPIX
|
Clifford Asness (2022) | 6 | 4.8 | 3.2 |
| AQR Style Premia Alternative N |
QSPNX
|
Clifford Asness (2022) | 6 | 4.8 | 3.2 |
| AQR Style Premia Alternative R6 |
QSPRX
|
Clifford Asness (2022) | 6 | 4.8 | 3.2 |
| AQR Trend Total Return Class I |
QNZIX
|
Clifford Asness (2021) | 7 | 4.8 | 2.7 |
| AQR Trend Total Return Class N |
QNZNX
|
Clifford Asness (2021) | 7 | 4.8 | 2.7 |
| AQR Trend Total Return Class R6 |
QNZRX
|
Clifford Asness (2021) | 7 | 4.8 | 2.7 |
| Amana Developing World Institutional |
AMIDX
|
Scott Klimo (2012) | 3 | 9.0 | 3.0 |
| Amana Developing World Institutional |
AMIDX
|
Levi Zurbrugg (2020) | 3 | 9.0 | 3.0 |
| Amana Developing World Investor |
AMDWX
|
Scott Klimo (2012) | 3 | 9.0 | 3.0 |
| Amana Developing World Investor |
AMDWX
|
Levi Zurbrugg (2020) | 3 | 9.0 | 3.0 |
| Amana Growth Institutional |
AMIGX
|
Scott Klimo (2012) | 3 | 8.2 | 2.9 |
| Amana Growth Investor |
AMAGX
|
Scott Klimo (2012) | 3 | 8.2 | 2.9 |
| Amana Income Institutional |
AMINX
|
Levi Zurbrugg (2026) | 3 | 8.2 | 4.9 |
| Amana Income Investor |
AMANX
|
Levi Zurbrugg (2026) | 3 | 8.2 | 4.9 |
| American Beacon NIS Core Plus Bond A |
NISAX
|
Michael Fohr (2020) | 11 | 6.1 | 5.4 |
| American Beacon NIS Core Plus Bond C |
NISCX
|
Michael Fohr (2020) | 11 | 6.1 | 5.4 |
| American Beacon NIS Core Plus Bond R6 |
NISRX
|
Michael Fohr (2020) | 11 | 6.1 | 5.4 |
| American Beacon NIS Core Plus Bond Y |
NISYX
|
Michael Fohr (2020) | 11 | 6.1 | 5.4 |
| American Beacon Small Cap Value R6 |
AASRX
|
Matthew Lockridge (2025) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val A |
ABSAX
|
Matthew Lockridge (2025) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Adv |
AASSX
|
Matthew Lockridge (2025) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val C |
ASVCX
|
Matthew Lockridge (2025) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Inv |
AVPAX
|
Matthew Lockridge (2025) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val R5 |
AVFIX
|
Matthew Lockridge (2025) | 17 | 27.8 | 9.6 |
| American Beacon Small Cp Val Y |
ABSYX
|
Matthew Lockridge (2025) | 17 | 27.8 | 9.6 |
| American Century Balanced I |
ABINX
|
Stephen Bartolini (2024) | 4 | 0.2 | 0.2 |
| American Century Balanced I |
ABINX
|
Robert Bove (2021) | 4 | 0.2 | 0.2 |
| American Century Balanced I |
ABINX
|
Jason Greenblath (2021) | 4 | 0.2 | 0.2 |
| American Century Balanced I |
ABINX
|
Charles Tan (2018) | 4 | 0.2 | 0.2 |
| American Century Balanced Inv |
TWBIX
|
Stephen Bartolini (2024) | 4 | 0.2 | 0.2 |
| American Century Balanced Inv |
TWBIX
|
Robert Bove (2021) | 4 | 0.2 | 0.2 |
| American Century Balanced Inv |
TWBIX
|
Jason Greenblath (2021) | 4 | 0.2 | 0.2 |
| American Century Balanced Inv |
TWBIX
|
Charles Tan (2018) | 4 | 0.2 | 0.2 |
| American Century Balanced R5 |
ABGNX
|
Stephen Bartolini (2024) | 4 | 0.2 | 0.2 |
| American Century Balanced R5 |
ABGNX
|
Robert Bove (2021) | 4 | 0.2 | 0.2 |
| American Century Balanced R5 |
ABGNX
|
Jason Greenblath (2021) | 4 | 0.2 | 0.2 |
| American Century Balanced R5 |
ABGNX
|
Charles Tan (2018) | 4 | 0.2 | 0.2 |
| American Fds Corporate Bond F-3 |
CFBFX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-A |
COBAX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-C |
COBCX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-E |
COBEX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-F-2 |
FFBBX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond 529-F-3 |
FBCDX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond A |
BFCAX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond C |
BFCCX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond F-1 |
BFCFX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond F-2 |
BFCGX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R--2E |
RCBGX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-1 |
RCBAX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-2 |
RCBBX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-3 |
RCBCX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-4 |
RCBDX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-5 |
RCBEX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-5E |
RCBHX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| American Funds Corporate Bond R-6 |
RCBFX
|
Karen Choi (2019) | 4 | 8.8 | 2.7 |
| Baillie Gifford International Growth 2 |
BGETX
|
Robert Wilson (2024) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth 3 |
BGEUX
|
Robert Wilson (2024) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth 4 |
BGEFX
|
Robert Wilson (2024) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth 5 |
BGEVX
|
Robert Wilson (2024) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth I |
BGESX
|
Robert Wilson (2024) | 5 | 18.6 | 10.4 |
| Baillie Gifford International Growth K |
BGEKX
|
Robert Wilson (2024) | 5 | 18.6 | 10.4 |
| BlackRock Global Dividend Instl |
BIBDX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Instl |
BIBDX
|
Molly Greenen (2022) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Instl |
BIBDX
|
Olivia Treharne (2020) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv A |
BABDX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv A |
BABDX
|
Molly Greenen (2022) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv A |
BABDX
|
Olivia Treharne (2020) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv C |
BCBDX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv C |
BCBDX
|
Molly Greenen (2022) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend Inv C |
BCBDX
|
Olivia Treharne (2020) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend K |
BKBDX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend K |
BKBDX
|
Molly Greenen (2022) | 2 | 0.1 | 0.1 |
| BlackRock Global Dividend K |
BKBDX
|
Olivia Treharne (2020) | 2 | 0.1 | 0.1 |
| BlackRock International Instl |
MAILX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Instl |
MAILX
|
Molly Greenen (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Instl |
MAILX
|
Olivia Treharne (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Inv A |
MDILX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Inv A |
MDILX
|
Molly Greenen (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Inv A |
MDILX
|
Olivia Treharne (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Inv C |
MCILX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Inv C |
MCILX
|
Molly Greenen (2025) | 2 | 0.1 | 0.1 |
| BlackRock International Inv C |
MCILX
|
Olivia Treharne (2025) | 2 | 0.1 | 0.1 |
| BlackRock International K |
MKILX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock International K |
MKILX
|
Molly Greenen (2025) | 2 | 0.1 | 0.1 |
| BlackRock International K |
MKILX
|
Olivia Treharne (2025) | 2 | 0.1 | 0.1 |
| BlackRock International R |
BIFRX
|
Stephen Andrews (2025) | 2 | 0.1 | 0.1 |
| BlackRock International R |
BIFRX
|
Molly Greenen (2025) | 2 | 0.1 | 0.1 |
| BlackRock International R |
BIFRX
|
Olivia Treharne (2025) | 2 | 0.1 | 0.1 |
| Boston Common ESG Impact US Equity |
BCAMX
|
Matt Meade (2025) | 3 | 14.4 | 5.9 |
| Boston Trust Walden Equity |
WSEFX
|
Kabir Goyal (2024) | 3 | 5.6 | 3.8 |
| Boston Trust Walden International Eq |
WIEFX
|
Kabir Goyal (2024) | 2 | 9.4 | 5.8 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Frederick Konopka (2025) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
John Lewicke (2025) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Daniel Mahr (2025) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Matthew McGeary (2015) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Matthew Spitznagle (2022) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Edmund Woods (2022) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Jason Wulff (2022) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Damien Zhang (2025) | 29 | 11.2 | 1.9 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Dennis Alff (2015) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Sundeep Khanna (2024) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Guy Lakonishok (2016) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Josef Lakonishok (2016) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Puneet Mansharamani (2016) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Greg Sleight (2016) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Menno Vermeulen (2016) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Christopher Wallis (2015) | 23 | 11.4 | 2.1 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Christopher Welch (2019) | 23 | 11.4 | 2.1 |
| Calamos Timpani Active SMID Growth ETF |
CTAG
|
Brandon Nelson (2019) | 1 | 7.2 | 7.2 |
| Columbia Multi Strat Alts A |
CLAAX
|
Clifford Asness (2024) | 16 | 11.7 | 6.5 |
| Columbia Multi Strat Alts C |
CLABX
|
Clifford Asness (2024) | 16 | 11.7 | 6.5 |
| Columbia Multi Strat Alts Inst |
CLAZX
|
Clifford Asness (2024) | 16 | 11.7 | 6.5 |
| Cromwell Global Infras Instl |
CFGIX
|
Nick Scullion (2023) | 2 | 3.7 | 1.9 |
| Dunham Emerging Markets Stock A |
DAEMX
|
Mazika Li (2024) | 4 | 7.5 | 6.0 |
| Dunham Emerging Markets Stock C |
DCEMX
|
Mazika Li (2024) | 4 | 7.5 | 6.0 |
| Dunham Emerging Markets Stock N |
DNEMX
|
Mazika Li (2024) | 4 | 7.5 | 6.0 |
| Dunham International Stock A |
DAINX
|
Peter Rathjens (2008) | 4 | 7.8 | 4.7 |
| Dunham International Stock C |
DCINX
|
Peter Rathjens (2008) | 4 | 7.8 | 4.7 |
| Dunham International Stock N |
DNINX
|
Peter Rathjens (2008) | 4 | 7.8 | 4.7 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Clifford Asness (2025) | 25 | 2.0 | 1.0 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Alexis Blair (2025) | 25 | 2.0 | 1.0 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Andrea Frazzini (2025) | 25 | 2.0 | 1.0 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Grant Jaffarian (2025) | 25 | 2.0 | 1.0 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
John Perry (2025) | 25 | 2.0 | 1.0 |
| Efficient Enhanced Multi-Asset I |
EFFIX
|
Carsten Schmitz (2025) | 25 | 2.0 | 1.0 |
| Emerald Large Cap Focused Inst |
IAFLX
|
Alexander Morris (2020) | 1 | 10.0 | 10.0 |
| Emerald Large Cap Focused Inv |
IAFMX
|
Alexander Morris (2020) | 1 | 10.0 | 10.0 |
| Empower Core Strategies US Eq Instl |
MXEBX
|
Jeffrey Schwartz (2018) | 13 | 8.3 | 5.9 |
| Empower Core Strategies US Eq Inv |
MXETX
|
Jeffrey Schwartz (2018) | 13 | 8.3 | 5.9 |
| Empower Small Cap Value Instl |
MXTFX
|
Jeffrey Schwartz (2012) | 5 | 25.8 | 7.5 |
| Empower Small Cap Value Inv |
MXLSX
|
Jeffrey Schwartz (2012) | 5 | 25.8 | 7.5 |
| Federated Hermes Capital Income A |
CAPAX
|
Steven Chiavarone (2023) | 7 | 13.4 | 5.4 |
| Federated Hermes Capital Income C |
CAPCX
|
Steven Chiavarone (2023) | 7 | 13.4 | 5.4 |
| Federated Hermes Capital Income F |
CAPFX
|
Steven Chiavarone (2023) | 7 | 13.4 | 5.4 |
| Federated Hermes Capital Income IS |
CAPSX
|
Steven Chiavarone (2023) | 7 | 13.4 | 5.4 |
| Federated Hermes Capital Income R |
CAPRX
|
Steven Chiavarone (2023) | 7 | 13.4 | 5.4 |
| Federated Hermes Intermediate Muni A |
FIMTX
|
Richard Gallo (2017) | 2 | 4.5 | 2.8 |
| Federated Hermes Intermediate Muni IS |
FIMYX
|
Richard Gallo (2017) | 2 | 4.5 | 2.8 |
| Federated Hermes Kaufmann Large Cap A |
KLCAX
|
Thomas Brakel (2009) | 7 | 12.8 | 7.7 |
| Federated Hermes Kaufmann Large Cap C |
KLCCX
|
Thomas Brakel (2009) | 7 | 12.8 | 7.7 |
| Federated Hermes Kaufmann Large Cap IS |
KLCIX
|
Thomas Brakel (2009) | 7 | 12.8 | 7.7 |
| Federated Hermes Kaufmann Large Cap R |
KLCKX
|
Thomas Brakel (2009) | 7 | 12.8 | 7.7 |
| Federated Hermes Kaufmann Large Cap R6 |
KLCSX
|
Thomas Brakel (2009) | 7 | 12.8 | 7.7 |
| Federated Hermes Kaufmann Small Cap A |
FKASX
|
Thomas Brakel (2012) | 7 | 23.0 | 8.9 |
| Federated Hermes Kaufmann Small Cap C |
FKCSX
|
Thomas Brakel (2012) | 7 | 23.0 | 8.9 |
| Federated Hermes Kaufmann Small Cap IS |
FKAIX
|
Thomas Brakel (2012) | 7 | 23.0 | 8.9 |
| Federated Hermes Kaufmann Small Cap R |
FKKSX
|
Thomas Brakel (2012) | 7 | 23.0 | 8.9 |
| Federated Hermes Kaufmann Small Cap R6 |
FKALX
|
Thomas Brakel (2012) | 7 | 23.0 | 8.9 |
| Fidelity Select Brokerage & Inv Mgmt |
FSLBX
|
Nadim Rabaia (2023) | 2 | 0.3 | 0.2 |
| Fidelity Select Semiconductors |
FSELX
|
Adam Benjamin (2020) | 1 | 0.1 | 0.1 |
| Grandeur Peak Global Contrarian Instl |
GPGCX
|
Spencer Hackett (2022) | 3 | 7.0 | 3.3 |
| Grandeur Peak Global Explorer Instl |
GPGEX
|
Robert Gardiner (2025) | 6 | 4.8 | 1.5 |
| Grandeur Peak Global Explorer Instl |
GPGEX
|
Amy Sunderland (2024) | 6 | 4.8 | 1.5 |
| Grandeur Peak Global Micro Cap Instl |
GPMCX
|
Spencer Hackett (2021) | 1 | 1.1 | 1.1 |
| Grandeur Peak Global Micro Cap Instl |
GPMCX
|
Amy Sunderland (2015) | 1 | 1.1 | 1.1 |
| Grandeur Peak Global Opportunities Instl |
GPGIX
|
Amy Sunderland (2014) | 4 | 15.0 | 5.6 |
| Grandeur Peak Global Opportunities Inv |
GPGOX
|
Amy Sunderland (2014) | 4 | 15.0 | 5.6 |
| Grandeur Peak Global Reach Instl |
GPRIX
|
Amy Sunderland (2013) | 7 | 10.1 | 3.5 |
| Grandeur Peak Global Reach Inv |
GPROX
|
Amy Sunderland (2013) | 7 | 10.1 | 3.5 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
Richard Fong (2020) | 14 | 6.7 | 2.9 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
Zach Olsen (2022) | 14 | 6.7 | 2.9 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
Richard Fong (2020) | 14 | 6.7 | 2.9 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
Zach Olsen (2022) | 14 | 6.7 | 2.9 |
| GuideStone Funds Emerging Mkts Eq Instl |
GEMYX
|
Clifford Asness (2022) | 11 | 10.5 | 5.0 |
| GuideStone Funds Emerging Mkts Eq Inv |
GEMZX
|
Clifford Asness (2022) | 11 | 10.5 | 5.0 |
| GuideStone Funds International Eq Instl |
GIEYX
|
Clifford Asness (2008) | 19 | 18.5 | 6.2 |
| GuideStone Funds International Eq Inv |
GIEZX
|
Clifford Asness (2008) | 19 | 18.5 | 6.2 |
| GuideStone Funds Strategic Alts Instl |
GFSYX
|
Clifford Asness (2022) | 18 | 5.9 | 4.3 |
| GuideStone Funds Strategic Alts Investor |
GFSZX
|
Clifford Asness (2022) | 18 | 5.9 | 4.3 |
| Harding Loevner Instl Emerg Mkts Z |
HLEZX
|
Pradipta Chakrabortty (2015) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mkts Z |
HLEZX
|
Scott Crawshaw (2014) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mrkts I |
HLMEX
|
Pradipta Chakrabortty (2015) | 5 | 3.7 | 1.3 |
| Harding Loevner Instl Emerg Mrkts I |
HLMEX
|
Scott Crawshaw (2014) | 5 | 3.7 | 1.3 |
| Hartford Checks and Balances A |
HCKAX
|
James Glendon (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances A |
HCKAX
|
Allison Mortensen (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances C |
HCKCX
|
James Glendon (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances C |
HCKCX
|
Allison Mortensen (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances F |
HCKFX
|
James Glendon (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances F |
HCKFX
|
Allison Mortensen (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances I |
HCKIX
|
James Glendon (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances I |
HCKIX
|
Allison Mortensen (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R3 |
HCKRX
|
James Glendon (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R3 |
HCKRX
|
Allison Mortensen (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R4 |
HCKSX
|
James Glendon (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R4 |
HCKSX
|
Allison Mortensen (2015) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R5 |
HCKTX
|
James Glendon (2022) | 3 | 19.4 | 11.6 |
| Hartford Checks and Balances R5 |
HCKTX
|
Allison Mortensen (2015) | 3 | 19.4 | 11.6 |
| Hartford Conservative Allocation A |
HCVAX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation A |
HCVAX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation C |
HCVCX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation C |
HCVCX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation F |
HCVFX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation F |
HCVFX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation I |
HCVIX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation I |
HCVIX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R3 |
HCVRX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R3 |
HCVRX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R4 |
HCVSX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R4 |
HCVSX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R5 |
HCVTX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation R5 |
HCVTX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation Y |
HCVYX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Conservative Allocation Y |
HCVYX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation A |
HBAAX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation A |
HBAAX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation C |
HBACX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation C |
HBACX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation F |
HBADX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation F |
HBADX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation I |
HBAIX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation I |
HBAIX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R3 |
HBARX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R3 |
HBARX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R4 |
HBASX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R4 |
HBASX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R5 |
HBATX
|
James Glendon (2022) | 3 | 10.8 | 8.8 |
| Hartford Moderate Allocation R5 |
HBATX
|
Allison Mortensen (2015) | 3 | 10.8 | 8.8 |
| Hartford Moderately Aggressive Allc A |
HRAAX
|
James Glendon (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc A |
HRAAX
|
Allison Mortensen (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc C |
HRACX
|
James Glendon (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc C |
HRACX
|
Allison Mortensen (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc F |
HRAFX
|
James Glendon (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc F |
HRAFX
|
Allison Mortensen (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc I |
HRAIX
|
James Glendon (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc I |
HRAIX
|
Allison Mortensen (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R3 |
HRARX
|
James Glendon (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R3 |
HRARX
|
Allison Mortensen (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R4 |
HRASX
|
James Glendon (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R4 |
HRASX
|
Allison Mortensen (2015) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R5 |
HRATX
|
James Glendon (2022) | 3 | 12.3 | 9.3 |
| Hartford Moderately Aggressive Allc R5 |
HRATX
|
Allison Mortensen (2015) | 3 | 12.3 | 9.3 |
| Holbrook Income A |
HOBAX
|
Daniel Toomey (2025) | 2 | 10.2 | 6.5 |
| Holbrook Income I |
HOBIX
|
Daniel Toomey (2025) | 2 | 10.2 | 6.5 |
| Holbrook Income Investor |
HOBEX
|
Daniel Toomey (2025) | 2 | 10.2 | 6.5 |
| Holbrook Total Return A |
HOTAX
|
Daniel Toomey (2025) | 2 | 1.4 | 1.4 |
| Holbrook Total Return I |
HOTIX
|
Daniel Toomey (2025) | 2 | 1.4 | 1.4 |
| Horizon Active Income A |
AIHAX
|
Michael Dickson (2019) | 3 | 0.0 | 0.0 |
| Horizon Active Income A |
AIHAX
|
Zachary Hill (2019) | 3 | 0.0 | 0.0 |
| Horizon Active Income A |
AIHAX
|
Scott Ladner (2013) | 3 | 0.0 | 0.0 |
| Horizon Active Income I |
AIRIX
|
Michael Dickson (2019) | 3 | 0.0 | 0.0 |
| Horizon Active Income I |
AIRIX
|
Zachary Hill (2019) | 3 | 0.0 | 0.0 |
| Horizon Active Income I |
AIRIX
|
Scott Ladner (2013) | 3 | 0.0 | 0.0 |
| Horizon Active Income Investor |
AIMNX
|
Michael Dickson (2019) | 3 | 0.0 | 0.0 |
| Horizon Active Income Investor |
AIMNX
|
Zachary Hill (2019) | 3 | 0.0 | 0.0 |
| Horizon Active Income Investor |
AIMNX
|
Scott Ladner (2013) | 3 | 0.0 | 0.0 |
| Independent Franchise Partners US Equity |
IFPUX
|
Michael Allison (2011) | 4 | 14.8 | 11.9 |
| Invesco Global Core Equity A |
AWSAX
|
Andrew Hall (2023) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity C |
AWSCX
|
Andrew Hall (2023) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R |
AWSRX
|
Andrew Hall (2023) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R5 |
AWSIX
|
Andrew Hall (2023) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity R6 |
AWSSX
|
Andrew Hall (2023) | 2 | 0.0 | 0.0 |
| Invesco Global Core Equity Y |
AWSYX
|
Andrew Hall (2023) | 2 | 0.0 | 0.0 |
| JHancock Floating Rate Income 1 |
JFIHX
|
Grayson Allison (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income 1 |
JFIHX
|
Daniel Shugrue (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income 1 |
JFIHX
|
Nate Whittier (2019) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income A |
JFIAX
|
Grayson Allison (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income A |
JFIAX
|
Daniel Shugrue (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income A |
JFIAX
|
Nate Whittier (2019) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income C |
JFIGX
|
Grayson Allison (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income C |
JFIGX
|
Daniel Shugrue (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income C |
JFIGX
|
Nate Whittier (2019) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income I |
JFIIX
|
Grayson Allison (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income I |
JFIIX
|
Daniel Shugrue (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income I |
JFIIX
|
Nate Whittier (2019) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income NAV |
JFIDX
|
Grayson Allison (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income NAV |
JFIDX
|
Daniel Shugrue (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income NAV |
JFIDX
|
Nate Whittier (2019) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income R6 |
JFIRX
|
Grayson Allison (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income R6 |
JFIRX
|
Daniel Shugrue (2025) | 1 | 0.1 | 0.1 |
| JHancock Floating Rate Income R6 |
JFIRX
|
Nate Whittier (2019) | 1 | 0.1 | 0.1 |
| Lazard US High Yield Portfolio Instl |
LZHYX
|
Jeffrey Clarke (2017) | 2 | 2.7 | 1.5 |
| Lazard US High Yield Portfolio Open |
LZHOX
|
Jeffrey Clarke (2017) | 2 | 2.7 | 1.5 |
| Lazard US High Yield Portfolio R6 |
RLCIX
|
Jeffrey Clarke (2017) | 2 | 2.7 | 1.5 |
| Loomis Sayles Core Plus Bond A |
NEFRX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| Loomis Sayles Core Plus Bond C |
NECRX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| Loomis Sayles Core Plus Bond N |
NERNX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| Loomis Sayles Core Plus Bond Y |
NERYX
|
Michael Gladchun (2026) | 4 | 27.4 | 10.3 |
| MFS Blended Research Small Cap Eq A |
BRSDX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq B |
BRSBX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq C |
BRSHX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq I |
BRSJX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq R1 |
BRSPX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq R2 |
BRSSX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq R3 |
BRSTX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq R4 |
BRSUX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Small Cap Eq R6 |
BRSYX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity A |
BRUDX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity B |
BRUEX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity C |
BRUGX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity I |
BRUHX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity R1 |
BRUJX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity R2 |
BRUKX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity R3 |
BRULX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity R4 |
BRUMX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| MFS Blended Research Value Equity R6 |
BRUNX
|
James Fallon (2015) | 5 | 11.1 | 6.9 |
| Mercer Core Fixed Income I |
MCFQX
|
Bill O'Malley (2014) | 10 | 12.5 | 7.6 |
| Mercer Core Fixed Income Y3 |
MCFIX
|
Bill O'Malley (2014) | 10 | 12.5 | 7.6 |
| Mercer Emerging Markets Equity I |
MEMSX
|
Sophie Earnshaw (2024) | 18 | 11.6 | 3.8 |
| Mercer Emerging Markets Equity Y3 |
MEMQX
|
Sophie Earnshaw (2024) | 18 | 11.6 | 3.8 |
| Mercer Non-US Core Equity I |
MNCSX
|
Manolis Liodakis (2012) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity I |
MNCSX
|
Peter Rathjens (2010) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity Y3 |
MNCEX
|
Manolis Liodakis (2012) | 20 | 16.8 | 5.9 |
| Mercer Non-US Core Equity Y3 |
MNCEX
|
Peter Rathjens (2010) | 20 | 16.8 | 5.9 |
| Mercer Opportunistic Fixed Income I |
MOFTX
|
Seth Brufsky (2025) | 15 | 3.3 | 1.5 |
| Mercer Opportunistic Fixed Income Y3 |
MOFIX
|
Seth Brufsky (2025) | 15 | 3.3 | 1.5 |
| Mercer Short Duration Fixed Inc I |
MSDBX
|
Anil Katarya (2023) | 8 | 2.9 | 2.9 |
| Mercer Short Duration Fixed Inc Y-3 |
MSDYX
|
Anil Katarya (2023) | 8 | 2.9 | 2.9 |
| Morgan Stanley Pathway Em Mkts Eq |
TEMUX
|
Ola El-Shawarby (2023) | 17 | 17.3 | 5.4 |
| Morgan Stanley Pathway Em Mkts Eq |
TEMUX
|
Angus Shillington (2016) | 17 | 17.3 | 5.4 |
| Morgan Stanley Pathway Intl Eq |
TIEUX
|
Fraser Fox (2022) | 17 | 15.8 | 7.5 |
| Morgan Stanley Pathway Intl Eq |
TIEUX
|
Jane Henderson (2021) | 17 | 15.8 | 7.5 |
| Morgan Stanley Pathway Intl Eq |
TIEUX
|
Roy Leckie (2021) | 17 | 15.8 | 7.5 |
| Morgan Stanley Pathway Intl Eq |
TIEUX
|
Maxim Skorniakov (2022) | 17 | 15.8 | 7.5 |
| Morningstar US Equity |
MSTQX
|
Nevin Chitkara (2018) | 10 | 7.9 | 4.2 |
| Multi-Manager Alternative Strat Inst |
CZAMX
|
Ryan Dean (2026) | 16 | 9.5 | 4.9 |
| Multi-Manager Alternative Strat Inst |
CZAMX
|
Michael Levitin (2026) | 16 | 9.5 | 4.9 |
| Multi-Manager Alternative Strat Inst |
CZAMX
|
Kisoo Park (2017) | 16 | 9.5 | 4.9 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class A |
IBNAX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class A |
IBNAX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class A |
IBNAX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class A |
IBNAX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class C |
IBNCX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class C |
IBNCX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class C |
IBNCX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class C |
IBNCX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class I |
IYBIX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class I |
IYBIX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class I |
IYBIX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class I |
IYBIX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R |
IYBFX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R |
IYBFX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R |
IYBFX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R |
IYBFX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R6 |
IBARX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R6 |
IBARX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R6 |
IBARX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class R6 |
IBARX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class Y |
IBNYX
|
Amy Chang (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class Y |
IBNYX
|
David Crall (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class Y |
IBNYX
|
Stephen Kotsen (2026) | 3 | 4.9 | 4.9 |
| Nomura Balanced Fund Class Y |
IBNYX
|
Chris Parham (2026) | 3 | 4.9 | 4.9 |
| Nomura Corporate Bond A |
DGCAX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond A |
DGCAX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond A |
DGCAX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond A |
DGCAX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond C |
DGCCX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond C |
DGCCX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond C |
DGCCX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond C |
DGCCX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond Inst |
DGCIX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond Inst |
DGCIX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond Inst |
DGCIX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond Inst |
DGCIX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R |
DGCRX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R |
DGCRX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R |
DGCRX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R |
DGCRX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R6 |
DGCZX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R6 |
DGCZX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R6 |
DGCZX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Corporate Bond R6 |
DGCZX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Diversified Income A |
DPDFX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income A |
DPDFX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income A |
DPDFX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income A |
DPDFX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income C |
DPCFX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income C |
DPCFX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income C |
DPCFX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income C |
DPCFX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income Instl |
DPFFX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income Instl |
DPFFX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income Instl |
DPFFX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income Instl |
DPFFX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R |
DPRFX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R |
DPRFX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R |
DPRFX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R |
DPRFX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R6 |
DPZRX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R6 |
DPZRX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R6 |
DPZRX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Diversified Income R6 |
DPZRX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Extended Duration Bond A |
DEEAX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond A |
DEEAX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond A |
DEEAX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond A |
DEEAX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond C |
DEECX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond C |
DEECX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond C |
DEECX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond C |
DEECX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R |
DEERX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R |
DEERX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R |
DEERX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R |
DEERX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
Amy Chang (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
David Crall (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
Stephen Kotsen (2026) | 2 | 12.8 | 12.4 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
Chris Parham (2026) | 2 | 12.8 | 12.4 |
| Nomura Global Bond Fund Class A |
IVSAX
|
Amy Chang (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class A |
IVSAX
|
David Crall (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class A |
IVSAX
|
Stephen Kotsen (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class A |
IVSAX
|
Chris Parham (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class A |
IVSAX
|
Andrew Vonthethoff (2021) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
Amy Chang (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
David Crall (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
Stephen Kotsen (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
Chris Parham (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
Andrew Vonthethoff (2021) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
Amy Chang (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
David Crall (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
Stephen Kotsen (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
Chris Parham (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
Andrew Vonthethoff (2021) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
Amy Chang (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
David Crall (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
Stephen Kotsen (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
Chris Parham (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
Andrew Vonthethoff (2021) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
Amy Chang (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
David Crall (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
Stephen Kotsen (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
Chris Parham (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
Andrew Vonthethoff (2021) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
Amy Chang (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
David Crall (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
Stephen Kotsen (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
Chris Parham (2026) | 3 | 0.8 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
Andrew Vonthethoff (2021) | 3 | 0.8 | 0.8 |
| Nomura Global Listed Real Assets A |
DPREX
|
Amy Chang (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets A |
DPREX
|
David Crall (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets A |
DPREX
|
Stephen Kotsen (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets A |
DPREX
|
Chris Parham (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets C |
DPRCX
|
Amy Chang (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets C |
DPRCX
|
David Crall (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets C |
DPRCX
|
Stephen Kotsen (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets C |
DPRCX
|
Chris Parham (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
Amy Chang (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
David Crall (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
Stephen Kotsen (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
Chris Parham (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R |
DPRRX
|
Amy Chang (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R |
DPRRX
|
David Crall (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R |
DPRRX
|
Stephen Kotsen (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R |
DPRRX
|
Chris Parham (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
Amy Chang (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
David Crall (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
Stephen Kotsen (2026) | 3 | 7.1 | 6.2 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
Chris Parham (2026) | 3 | 7.1 | 6.2 |
| Nomura High Income Fund Class A |
WHIAX
|
John McCarthy (2021) | 4 | 0.4 | 0.4 |
| Nomura High Income Fund Class C |
WRHIX
|
John McCarthy (2021) | 4 | 0.4 | 0.4 |
| Nomura High Income Fund Class I |
IVHIX
|
John McCarthy (2021) | 4 | 0.4 | 0.4 |
| Nomura High Income Fund Class R |
IYHIX
|
John McCarthy (2021) | 4 | 0.4 | 0.4 |
| Nomura High Income Fund Class R6 |
IHIFX
|
John McCarthy (2021) | 4 | 0.4 | 0.4 |
| Nomura High Income Fund Class Y |
WHIYX
|
John McCarthy (2021) | 4 | 0.4 | 0.4 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
Amy Chang (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
David Crall (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
Stephen Kotsen (2026) | 3 | 2.4 | 1.4 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
Chris Parham (2026) | 3 | 2.4 | 1.4 |
| Nomura Wealth Builder A |
DDIAX
|
Amy Chang (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder A |
DDIAX
|
David Crall (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder A |
DDIAX
|
Stephen Kotsen (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder A |
DDIAX
|
Chris Parham (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder A |
DDIAX
|
Aaron Young (2022) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder C |
DDICX
|
Amy Chang (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder C |
DDICX
|
David Crall (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder C |
DDICX
|
Stephen Kotsen (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder C |
DDICX
|
Chris Parham (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder C |
DDICX
|
Aaron Young (2022) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder Institutional |
DDIIX
|
Amy Chang (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder Institutional |
DDIIX
|
David Crall (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder Institutional |
DDIIX
|
Stephen Kotsen (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder Institutional |
DDIIX
|
Chris Parham (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder Institutional |
DDIIX
|
Aaron Young (2022) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R |
DDDRX
|
Amy Chang (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R |
DDDRX
|
David Crall (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R |
DDDRX
|
Stephen Kotsen (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R |
DDDRX
|
Chris Parham (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R |
DDDRX
|
Aaron Young (2022) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R6 |
DDERX
|
Amy Chang (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R6 |
DDERX
|
David Crall (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R6 |
DDERX
|
Stephen Kotsen (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R6 |
DDERX
|
Chris Parham (2026) | 2 | 6.3 | 6.3 |
| Nomura Wealth Builder R6 |
DDERX
|
Aaron Young (2022) | 2 | 6.3 | 6.3 |
| Principal Multi-Sector Income A |
PGBAX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| Principal Multi-Sector Income C |
PGDCX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| Principal Multi-Sector Income Instl |
PGDIX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| Principal Multi-Sector Income R6 |
PGBLX
|
Tina Paris (2026) | 2 | 0.1 | 0.1 |
| Putnam Focused U.S. Research ETF |
PFRX
|
Jacquelyne Cavanaugh (2020) | 5 | 6.1 | 2.1 |
| Putnam Focused U.S. Research ETF |
PFRX
|
Robert Gray (2024) | 5 | 6.1 | 2.1 |
| Putnam Focused U.S. Research ETF |
PFRX
|
Kathryn Lakin (2026) | 5 | 6.1 | 2.1 |
| Putnam Focused U.S. Research ETF |
PFRX
|
Matthew LaPlant (2026) | 5 | 6.1 | 2.1 |
| Putnam Focused U.S. Research ETF |
PFRX
|
William Rives (2025) | 5 | 6.1 | 2.1 |
| SEI Multi-Asset Accumulation F (SIMT) |
SAAAX
|
Clifford Asness (2022) | 7 | 11.8 | 4.9 |
| SEI Multi-Asset Accumulation Y (SIMT) |
SMOYX
|
Clifford Asness (2022) | 7 | 11.8 | 4.9 |
| Saturna Growth |
SSGFX
|
Jason S. Michell (2025) | 3 | 1.0 | 0.7 |
| Saturna Growth Z |
SGZFX
|
Jason S. Michell (2025) | 3 | 1.0 | 0.7 |
| Saturna International |
SSIFX
|
Bryce Fegley (2026) | 3 | 0.5 | 0.3 |
| Saturna International Z |
SIFZX
|
Bryce Fegley (2026) | 3 | 0.5 | 0.3 |
| Seafarer Overseas Gr and Income Instl |
SIGIX
|
Paul Espinosa (2016) | 4 | 14.6 | 9.8 |
| Seafarer Overseas Gr and Income Investor |
SFGIX
|
Paul Espinosa (2016) | 4 | 14.6 | 9.8 |
| Seafarer Overseas Gr and Income Retail |
SFGRX
|
Paul Espinosa (2016) | 4 | 14.6 | 9.8 |
| T. Rowe Price Real Assets |
PRAFX
|
Richard Coghlan (2018) | 1 | 8.1 | 8.1 |
| T. Rowe Price Real Assets I |
PRIKX
|
Richard Coghlan (2018) | 1 | 8.1 | 8.1 |
| T. Rowe Price Real Assets Z |
TRZRX
|
Richard Coghlan (2018) | 1 | 8.1 | 8.1 |
| TCW Securitized Income ETF |
TIZE
|
Elizabeth Crawford (2021) | 4 | 5.0 | 2.8 |
| TCW Securitized Income ETF |
TIZE
|
Palak Pathak (2023) | 4 | 5.0 | 2.8 |
| TCW Securitized Income ETF |
TIZE
|
Peter Van Gelderen (2023) | 4 | 5.0 | 2.8 |
| Templeton Sustainable Em Mkts Bd A |
FEMGX
|
Vivian Guo (2021) | 3 | 13.5 | 8.7 |
| Templeton Sustainable Em Mkts Bd Advisor |
FEMZX
|
Vivian Guo (2021) | 3 | 13.5 | 8.7 |
| Templeton Sustainable Em Mkts Bd C |
FEMHX
|
Vivian Guo (2021) | 3 | 13.5 | 8.7 |
| Templeton Sustainable Em Mkts Bd R |
FEMBX
|
Vivian Guo (2021) | 3 | 13.5 | 8.7 |
| Templeton Sustainable Em Mkts Bd R6 |
FEMRX
|
Vivian Guo (2021) | 3 | 13.5 | 8.7 |
| VALIC Company I International Govt Bond |
VCIFX
|
Anders Faergemann (2009) | 2 | 0.2 | 0.2 |
| VALIC Company I International Govt Bond |
VCIFX
|
Dmitri Savin (2016) | 2 | 0.2 | 0.2 |
| VALIC Company I Large Cap Core |
VLCGX
|
Shilpee Raina (2025) | 5 | 1.0 | 0.8 |
| VY® Columbia Small Cp Val & Inflection I |
ICISX
|
Bryan Lassiter (2023) | 1 | 2.9 | 2.9 |
| VY® Columbia Small Cp Val & InflectionA |
ICSAX
|
Bryan Lassiter (2023) | 1 | 2.9 | 2.9 |
| VY® Columbia Small Cp Val & InflectionR6 |
VYRDX
|
Bryan Lassiter (2023) | 1 | 2.9 | 2.9 |
| VY® Columbia Small Cp Val & InflectionS |
ICSSX
|
Bryan Lassiter (2023) | 1 | 2.9 | 2.9 |
| VY® Columbia Small Cp Val & InflectionS2 |
ICVPX
|
Bryan Lassiter (2023) | 1 | 2.9 | 2.9 |
| Victory Growth & Income |
USGRX
|
Stephen Bishop (2019) | 8 | 7.3 | 2.3 |
| Victory Growth & Income |
USGRX
|
Melissa Chadwick-Dunn (2019) | 8 | 7.3 | 2.3 |
| Victory Growth & Income |
USGRX
|
Paul Leung (2019) | 8 | 7.3 | 2.3 |
| Victory Growth & Income |
USGRX
|
D. Scott Tracy (2019) | 8 | 7.3 | 2.3 |
| Victory Growth & Income Institutional |
UIGIX
|
Stephen Bishop (2019) | 8 | 7.3 | 2.3 |
| Victory Growth & Income Institutional |
UIGIX
|
Melissa Chadwick-Dunn (2019) | 8 | 7.3 | 2.3 |
| Victory Growth & Income Institutional |
UIGIX
|
Paul Leung (2019) | 8 | 7.3 | 2.3 |
| Victory Growth & Income Institutional |
UIGIX
|
D. Scott Tracy (2019) | 8 | 7.3 | 2.3 |
| Victory Small Cap Stock |
USCAX
|
Daniel Bandi (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock |
USCAX
|
Daniel DeMonica (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock |
USCAX
|
Adam Friedman (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock |
USCAX
|
Joe Gilbert (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock |
USCAX
|
Robert Harris (2020) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock |
USCAX
|
Joseph Mainelli (2020) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock |
USCAX
|
J. Bryan Tinsley (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock |
USCAX
|
Michael Wayton (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Daniel Bandi (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Daniel DeMonica (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Adam Friedman (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Joe Gilbert (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Robert Harris (2020) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Joseph Mainelli (2020) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
J. Bryan Tinsley (2021) | 7 | 14.2 | 7.5 |
| Victory Small Cap Stock Institutional |
UISCX
|
Michael Wayton (2021) | 7 | 14.2 | 7.5 |
| Vulcan Value Partners |
VVPLX
|
David Shelton (2025) | 6 | 16.8 | 3.9 |
| Vulcan Value Partners Small Cap |
VVPSX
|
David Shelton (2025) | 6 | 16.8 | 3.9 |
| Vulcan Value Partners Small Cap Instl |
VVISX
|
David Shelton (2025) | 6 | 16.8 | 3.9 |
| Wasatch Global Select Institutional |
WGGSX
|
Derrick Tzau (2019) | 2 | 1.7 | 1.7 |
| Wasatch Global Select Investor |
WAGSX
|
Derrick Tzau (2019) | 2 | 1.7 | 1.7 |
| Wasatch International Growth Instl |
WIIGX
|
Derrick Tzau (2020) | 1 | 10.7 | 10.7 |
| Wasatch International Growth Investor |
WAIGX
|
Derrick Tzau (2020) | 1 | 10.7 | 10.7 |
| Wasatch International Select Instl |
WGISX
|
Derrick Tzau (2020) | 1 | 7.0 | 7.0 |
| Wasatch International Select Investor |
WAISX
|
Derrick Tzau (2020) | 1 | 7.0 | 7.0 |
| Western Asset Short-Term Bond A |
SBSTX
|
Nicholas Mastroianni (2021) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond C |
LWSOX
|
Nicholas Mastroianni (2021) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond C1 |
SSTLX
|
Nicholas Mastroianni (2021) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond I |
SBSYX
|
Nicholas Mastroianni (2021) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond IS |
LWSTX
|
Nicholas Mastroianni (2021) | 8 | 8.4 | 3.6 |
| Western Asset Short-Term Bond R |
LWARX
|
Nicholas Mastroianni (2021) | 8 | 8.4 | 3.6 |
| Western Asset Ultra-Short Income A |
ARMZX
|
Nicholas Mastroianni (2021) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income C |
LWAIX
|
Nicholas Mastroianni (2021) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income C1 |
ARMGX
|
Nicholas Mastroianni (2021) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income I |
SBAYX
|
Nicholas Mastroianni (2021) | 6 | 2.6 | 0.7 |
| Western Asset Ultra-Short Income IS |
ARMLX
|
Nicholas Mastroianni (2021) | 6 | 2.6 | 0.7 |
| Westwood Multi-Asset Income A |
WSDAX
|
Hussein Adatia (2020) | 2 | 7.1 | 6.4 |
| Westwood Multi-Asset Income Instl |
WHGHX
|
Hussein Adatia (2020) | 2 | 7.1 | 6.4 |
| Westwood Quality SMidCap Fund Inst |
WHGMX
|
Prashant Inamdar (2013) | 3 | 8.0 | 5.5 |
| Westwood Quality SMidCap Fund Ultra |
WWSMX
|
Prashant Inamdar (2013) | 3 | 8.0 | 5.5 |
| Westwood Quality SmallCap Fund A |
WHGAX
|
Matthew Lockridge (2010) | 4 | 15.8 | 7.6 |
| Westwood Quality SmallCap Fund C |
WHGCX
|
Matthew Lockridge (2010) | 4 | 15.8 | 7.6 |
| Westwood Quality SmallCap Fund Inst |
WHGSX
|
Matthew Lockridge (2010) | 4 | 15.8 | 7.6 |
| Westwood Quality SmallCap Fund Ultra |
WWSYX
|
Matthew Lockridge (2010) | 4 | 15.8 | 7.6 |
| Westwood Quality Value Fund A |
WWLAX
|
Matthew Lockridge (2012) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Fund A |
WWLAX
|
Michael Wall (2022) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Fund Inst |
WHGLX
|
Matthew Lockridge (2012) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Fund Inst |
WHGLX
|
Michael Wall (2022) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Ultra |
WHGQX
|
Matthew Lockridge (2012) | 3 | 1.3 | 0.5 |
| Westwood Quality Value Ultra |
WHGQX
|
Michael Wall (2022) | 3 | 1.3 | 0.5 |
(Data as of 9/30/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
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