FUND NAME TICKER MANAGER NAMES NUMBER OF
MANAGERS
LONGEST
TENURE
AVERAGE
TENURE
Allspring Common Stock A SCSAX Robert Junkin (2026) 3 0.0 0.0
Allspring Common Stock A SCSAX Margaret Patel (2026) 3 0.0 0.0
Allspring Common Stock A SCSAX Michael Smith (2026) 3 0.0 0.0
Allspring Common Stock Inst SCNSX Robert Junkin (2026) 3 0.0 0.0
Allspring Common Stock Inst SCNSX Margaret Patel (2026) 3 0.0 0.0
Allspring Common Stock Inst SCNSX Michael Smith (2026) 3 0.0 0.0
Allspring Common Stock R6 SCSRX Robert Junkin (2026) 3 0.0 0.0
Allspring Common Stock R6 SCSRX Margaret Patel (2026) 3 0.0 0.0
Allspring Common Stock R6 SCSRX Michael Smith (2026) 3 0.0 0.0
Allspring Diversified Cap Bldr A EKBAX Michael Smith (2026) 3 19.3 8.9
Allspring Diversified Cap Bldr C EKBCX Michael Smith (2026) 3 19.3 8.9
Allspring Diversified Cap Bldr Inst EKBYX Michael Smith (2026) 3 19.3 8.9
Allspring Opportunity A SOPVX Vince Fioramonti (2026) 2 0.8 0.4
Allspring Opportunity Admin WOFDX Vince Fioramonti (2026) 2 0.8 0.4
Allspring Opportunity Inst WOFNX Vince Fioramonti (2026) 2 0.8 0.4
Allspring Opportunity R6 WOFRX Vince Fioramonti (2026) 2 0.8 0.4
American Century Equity Income A TWEAX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income C AEYIX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income G AEIMX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income I ACIIX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income Inv TWEIX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income R AEURX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income R5 AEIUX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income R6 AEUDX Paul Howanitz (2015) 3 23.0 13.7
American Century Equity Income Y AEIYX Paul Howanitz (2015) 3 23.0 13.7
American Century Large Cap Equity A AFDAX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity A AFDAX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity C AFDCX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity C AFDCX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity G AFEGX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity G AFEGX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity I AFEIX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity I AFEIX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity Inv AFDIX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity Inv AFDIX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity R AFDRX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity R AFDRX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity R5 AFDGX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity R5 AFDGX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity R6 AFEDX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity R6 AFEDX Scott Marolf (2026) 3 17.7 6.0
American Century Large Cap Equity Y AFYDX DJ Cross (2026) 3 17.7 6.0
American Century Large Cap Equity Y AFYDX Scott Marolf (2026) 3 17.7 6.0
American Century Small Cap Value A ACSCX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value C ASVNX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value G ASVHX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value I ACVIX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value Inv ASVIX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value R ASVRX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value R5 ASVGX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value R6 ASVDX Jeff John (2008) 2 17.7 12.0
American Century Small Cap Value Y ASVYX Jeff John (2008) 2 17.7 12.0
BNY Dreyfus On-Chain Liquidity BCLXX Management Team (2026) 1 0.1 0.1
BNY Mellon Global Real Return - A DRRAX Trevor Holder (2026) 3 10.7 4.0
BNY Mellon Global Real Return - C DRRCX Trevor Holder (2026) 3 10.7 4.0
BNY Mellon Global Real Return - I DRRIX Trevor Holder (2026) 3 10.7 4.0
BNY Mellon Global Real Return - Y DRRYX Trevor Holder (2026) 3 10.7 4.0
Bridge Builder International Equity BBIEX Brian Causey (2026) 25 11.2 5.3
Bridge Builder International Equity BBIEX Jeremy Field (2026) 25 11.2 5.3
Bridge Builder International Equity BBIEX Evgenia Gvozdeva (2026) 25 11.2 5.3
Bridge Builder International Equity BBIEX Christina Shockley (2026) 25 11.2 5.3
Bridge Builder International Equity BBIEX Nick Zylkowski (2026) 25 11.2 5.3
CIBC Atlas Income Opportunities Instl AWIIX Tim Musial (2026) 3 12.2 5.3
Catalyst Insider Income A IIXAX Larry Holzenthaler (2026) 3 12.1 7.0
Catalyst Insider Income C IIXCX Larry Holzenthaler (2026) 3 12.1 7.0
Catalyst Insider Income I IIXIX Larry Holzenthaler (2026) 3 12.1 7.0
Catalyst/SMH High Income A HIIFX Larry Holzenthaler (2026) 4 18.3 5.5
Catalyst/SMH High Income C HIICX Larry Holzenthaler (2026) 4 18.3 5.5
Catalyst/SMH High Income I HIIIX Larry Holzenthaler (2026) 4 18.3 5.5
Catalyst/SMH Total Return Income A TRIFX Larry Holzenthaler (2026) 4 18.3 5.5
Catalyst/SMH Total Return Income C TRICX Larry Holzenthaler (2026) 4 18.3 5.5
Catalyst/SMH Total Return Income I TRIIX Larry Holzenthaler (2026) 4 18.3 5.5
Cavanal Hill Strategic Enhanced Yld A AAENX Mario Modiano (2026) 3 3.7 2.5
Cavanal Hill Strategic Enhanced Yld Ins AIENX Mario Modiano (2026) 3 3.7 2.5
Cavanal Hill Strategic Enhanced Yld Inv APENX Mario Modiano (2026) 3 3.7 2.5
Columbia International Div Inc A CSVAX Matthew Van de Schootbrugge (2026) 2 8.7 4.3
Columbia International Div Inc Inst CSVFX Matthew Van de Schootbrugge (2026) 2 8.7 4.3
Columbia International Div Inc Inst2 CADPX Matthew Van de Schootbrugge (2026) 2 8.7 4.3
Columbia International Div Inc Inst3 CLSYX Matthew Van de Schootbrugge (2026) 2 8.7 4.3
Columbia International Div Inc S CSVEX Matthew Van de Schootbrugge (2026) 2 8.7 4.3
DoubleLine Em Mkts Lcl Ccy Bd R6 DEMMX William Campbell (2019) 4 7.2 7.2
DoubleLine Em Mkts Lcl Ccy Bd R6 DEMMX Mark Christensen (2019) 4 7.2 7.2
DoubleLine Em Mkts Lcl Ccy Bd R6 DEMMX Valerie Ho (2019) 4 7.2 7.2
DoubleLine Em Mkts Lcl Ccy Bd R6 DEMMX Su Koo (2019) 4 7.2 7.2
DoubleLine Emerging Markets Fixed Inc R6 DEMLX William Campbell (2026) 3 10.8 7.3
DoubleLine Emerging Markets Fixed Inc R6 DEMLX Mark Christensen (2015) 3 10.8 7.3
DoubleLine Emerging Markets Fixed Inc R6 DEMLX Su Koo (2015) 3 10.8 7.3
DoubleLine Global Bond R6 DGLBX William Campbell (2016) 3 10.7 10.3
DoubleLine Global Bond R6 DGLBX Jeffrey Gundlach (2015) 3 10.7 10.3
DoubleLine Global Bond R6 DGLBX Valerie Ho (2016) 3 10.7 10.3
Fidelity Advisor Consumer Disctnry - A FFNRX Ben Shuleva (2026) 2 4.1 2.1
Fidelity Advisor Consumer Disctnry - C FFNSX Ben Shuleva (2026) 2 4.1 2.1
Fidelity Advisor Consumer Disctnry - I FFNQX Ben Shuleva (2026) 2 4.1 2.1
Fidelity Advisor Consumer Disctnry - M FFNNX Ben Shuleva (2026) 2 4.1 2.1
Fidelity Advisor Consumer Disctnry - Z FFNUX Ben Shuleva (2026) 2 4.1 2.1
Fidelity Advisor Consumer Staples A FDAGX Landon Finter (2026) 2 6.7 3.3
Fidelity Advisor Consumer Staples C FDCGX Landon Finter (2026) 2 6.7 3.3
Fidelity Advisor Consumer Staples I FDIGX Landon Finter (2026) 2 6.7 3.3
Fidelity Advisor Consumer Staples M FDTGX Landon Finter (2026) 2 6.7 3.3
Fidelity Advisor Consumer Staples Z FIJCX Landon Finter (2026) 2 6.7 3.3
Fidelity Advisor Financials - A FIVGX Gerard Benson (2025) 1 0.8 0.8
Fidelity Advisor Financials - C FIVJX Gerard Benson (2025) 1 0.8 0.8
Fidelity Advisor Financials - I FIVKX Gerard Benson (2025) 1 0.8 0.8
Fidelity Advisor Financials - M FIVHX Gerard Benson (2025) 1 0.8 0.8
Fidelity Advisor Financials - Z FIVSX Gerard Benson (2025) 1 0.8 0.8
Fidelity Advisor Semiconductors A FELAX Aidan Brandt (2026) 2 0.1 0.1
Fidelity Advisor Semiconductors C FELCX Aidan Brandt (2026) 2 0.1 0.1
Fidelity Advisor Semiconductors I FELIX Aidan Brandt (2026) 2 0.1 0.1
Fidelity Advisor Semiconductors M FELTX Aidan Brandt (2026) 2 0.1 0.1
Fidelity Advisor Semiconductors Z FIKGX Aidan Brandt (2026) 2 0.1 0.1
Fidelity Select Consumer Discret Port FSCPX Ben Shuleva (2026) 2 4.1 2.1
Fidelity Select Consumer Staples Port FDFAX Landon Finter (2026) 2 6.7 3.3
Fidelity Total International Equity K6 FTIKX Patrick Drouot (2026) 5 0.0 0.0
Fidelity Total International Equity K6 FTIKX Ryan Oldham (2026) 5 0.0 0.0
Fidelity Total International Equity K6 FTIKX Sam Polyak (2026) 5 0.0 0.0
Fidelity Total International Equity K6 FTIKX Jed Weiss (2026) 5 0.0 0.0
Fidelity Total International Equity K6 FTIKX Alexander Zavratsky (2026) 5 0.0 0.0
GuideStone Funds MyDestination 2015 Sel GMTSX Joshua Chastant (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2015 Sel GMTSX Richard Fong (2020) 6 7.3 3.9
GuideStone Funds MyDestination 2015 Sel GMTSX Jennifer Mihara (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2015 Sel GMTSX Zach Olsen (2022) 6 7.3 3.9
GuideStone Funds MyDestination 2015 Sel GMTSX Brandon Pizzurro (2019) 6 7.3 3.9
GuideStone Funds MyDestination 2015 Sel GMTSX Gordon Wotherspoon (2025) 6 7.3 3.9
GuideStone Funds MyDestination 2025 Sel GMWSX Joshua Chastant (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2025 Sel GMWSX Richard Fong (2020) 6 7.3 3.9
GuideStone Funds MyDestination 2025 Sel GMWSX Jennifer Mihara (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2025 Sel GMWSX Zach Olsen (2022) 6 7.3 3.9
GuideStone Funds MyDestination 2025 Sel GMWSX Brandon Pizzurro (2019) 6 7.3 3.9
GuideStone Funds MyDestination 2025 Sel GMWSX Gordon Wotherspoon (2025) 6 7.3 3.9
GuideStone Funds MyDestination 2035 Sel GMHSX Joshua Chastant (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2035 Sel GMHSX Richard Fong (2020) 6 7.3 3.9
GuideStone Funds MyDestination 2035 Sel GMHSX Jennifer Mihara (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2035 Sel GMHSX Zach Olsen (2022) 6 7.3 3.9
GuideStone Funds MyDestination 2035 Sel GMHSX Brandon Pizzurro (2019) 6 7.3 3.9
GuideStone Funds MyDestination 2035 Sel GMHSX Gordon Wotherspoon (2025) 6 7.3 3.9
GuideStone Funds MyDestination 2045 Sel GMYSX Joshua Chastant (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2045 Sel GMYSX Richard Fong (2020) 6 7.3 3.9
GuideStone Funds MyDestination 2045 Sel GMYSX Jennifer Mihara (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2045 Sel GMYSX Zach Olsen (2022) 6 7.3 3.9
GuideStone Funds MyDestination 2045 Sel GMYSX Brandon Pizzurro (2019) 6 7.3 3.9
GuideStone Funds MyDestination 2045 Sel GMYSX Gordon Wotherspoon (2025) 6 7.3 3.9
GuideStone Funds MyDestination 2055 Sel GMGSX Joshua Chastant (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2055 Sel GMGSX Richard Fong (2020) 6 7.3 3.9
GuideStone Funds MyDestination 2055 Sel GMGSX Jennifer Mihara (2024) 6 7.3 3.9
GuideStone Funds MyDestination 2055 Sel GMGSX Zach Olsen (2022) 6 7.3 3.9
GuideStone Funds MyDestination 2055 Sel GMGSX Brandon Pizzurro (2019) 6 7.3 3.9
GuideStone Funds MyDestination 2055 Sel GMGSX Gordon Wotherspoon (2025) 6 7.3 3.9
GuideStone Funds MyDestination 2065 Sel GMMSX Joshua Chastant (2025) 6 0.7 0.7
GuideStone Funds MyDestination 2065 Sel GMMSX Richard Fong (2025) 6 0.7 0.7
GuideStone Funds MyDestination 2065 Sel GMMSX Jennifer Mihara (2025) 6 0.7 0.7
GuideStone Funds MyDestination 2065 Sel GMMSX Zach Olsen (2025) 6 0.7 0.7
GuideStone Funds MyDestination 2065 Sel GMMSX Brandon Pizzurro (2025) 6 0.7 0.7
GuideStone Funds MyDestination 2065 Sel GMMSX Gordon Wotherspoon (2025) 6 0.7 0.7
Hartford Balanced Income A HBLAX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income C HBLCX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income F HBLFX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income I HBLIX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R3 HBLRX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R4 HBLSX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R5 HBLTX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R6 HBLVX Noah Atlas (2025) 4 20.1 8.8
Hartford Balanced Income Y HBLYX Noah Atlas (2025) 4 20.1 8.8
Hartford Hybrid and Crdt Opps A HFHAX Noah Atlas (2026) 1 0.1 0.1
Hartford Hybrid and Crdt Opps C HFHCX Noah Atlas (2026) 1 0.1 0.1
Hartford Hybrid and Crdt Opps F HFHFX Noah Atlas (2026) 1 0.1 0.1
Hartford Hybrid and Crdt Opps I HFHIX Noah Atlas (2026) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R3 HFHRX Noah Atlas (2026) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R4 HFHSX Noah Atlas (2026) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R5 HFHTX Noah Atlas (2026) 1 0.1 0.1
Hartford Hybrid and Crdt Opps Y HFHYX Noah Atlas (2026) 1 0.1 0.1
JPMorgan US Equity A JUEAX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity C JUECX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity I JUESX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity L JMUEX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity R2 JUEZX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity R3 JUEPX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity R4 JUEQX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity R5 JUSRX David Maccarrone (2026) 2 12.0 6.0
JPMorgan US Equity R6 JUEMX David Maccarrone (2026) 2 12.0 6.0
Janus Henderson Developed World Bond A HFAAX Helen Anthony (2026) 6 17.8 3.4
Janus Henderson Developed World Bond A HFAAX Oliver Bardot (2026) 6 17.8 3.4
Janus Henderson Developed World Bond A HFAAX John Lloyd (2026) 6 17.8 3.4
Janus Henderson Developed World Bond A HFAAX Addison Maier (2026) 6 17.8 3.4
Janus Henderson Developed World Bond C HFACX Helen Anthony (2026) 6 17.8 3.4
Janus Henderson Developed World Bond C HFACX Oliver Bardot (2026) 6 17.8 3.4
Janus Henderson Developed World Bond C HFACX John Lloyd (2026) 6 17.8 3.4
Janus Henderson Developed World Bond C HFACX Addison Maier (2026) 6 17.8 3.4
Janus Henderson Developed World Bond D HFADX Helen Anthony (2026) 6 17.8 3.4
Janus Henderson Developed World Bond D HFADX Oliver Bardot (2026) 6 17.8 3.4
Janus Henderson Developed World Bond D HFADX John Lloyd (2026) 6 17.8 3.4
Janus Henderson Developed World Bond D HFADX Addison Maier (2026) 6 17.8 3.4
Janus Henderson Developed World Bond I HFAIX Helen Anthony (2026) 6 17.8 3.4
Janus Henderson Developed World Bond I HFAIX Oliver Bardot (2026) 6 17.8 3.4
Janus Henderson Developed World Bond I HFAIX John Lloyd (2026) 6 17.8 3.4
Janus Henderson Developed World Bond I HFAIX Addison Maier (2026) 6 17.8 3.4
Janus Henderson Developed World Bond N HFARX Helen Anthony (2026) 6 17.8 3.4
Janus Henderson Developed World Bond N HFARX Oliver Bardot (2026) 6 17.8 3.4
Janus Henderson Developed World Bond N HFARX John Lloyd (2026) 6 17.8 3.4
Janus Henderson Developed World Bond N HFARX Addison Maier (2026) 6 17.8 3.4
Janus Henderson Developed World Bond S HFASX Helen Anthony (2026) 6 17.8 3.4
Janus Henderson Developed World Bond S HFASX Oliver Bardot (2026) 6 17.8 3.4
Janus Henderson Developed World Bond S HFASX John Lloyd (2026) 6 17.8 3.4
Janus Henderson Developed World Bond S HFASX Addison Maier (2026) 6 17.8 3.4
Janus Henderson Developed World Bond T HFATX Helen Anthony (2026) 6 17.8 3.4
Janus Henderson Developed World Bond T HFATX Oliver Bardot (2026) 6 17.8 3.4
Janus Henderson Developed World Bond T HFATX John Lloyd (2026) 6 17.8 3.4
Janus Henderson Developed World Bond T HFATX Addison Maier (2026) 6 17.8 3.4
Janus Henderson Short Duration Flex Bd A JSHAX Addison Maier (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd A JSHAX Daniel Siluk (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd C JSHCX Addison Maier (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd C JSHCX Daniel Siluk (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd D JNSTX Addison Maier (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd D JNSTX Daniel Siluk (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd I JSHIX Addison Maier (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd I JSHIX Daniel Siluk (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd N JSHNX Addison Maier (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd N JSHNX Daniel Siluk (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd S JSHSX Addison Maier (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd S JSHSX Daniel Siluk (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd T JASBX Addison Maier (2026) 4 6.8 3.4
Janus Henderson Short Duration Flex Bd T JASBX Daniel Siluk (2026) 4 6.8 3.4
Loomis Sayles Small Cap Value Admin LSVAX Zachary Borovik (2026) 3 26.6 8.9
Loomis Sayles Small Cap Value Admin LSVAX Nathan Henderson (2026) 3 26.6 8.9
Loomis Sayles Small Cap Value Instl LSSCX Zachary Borovik (2026) 3 26.6 8.9
Loomis Sayles Small Cap Value Instl LSSCX Nathan Henderson (2026) 3 26.6 8.9
Loomis Sayles Small Cap Value N LSCNX Zachary Borovik (2026) 3 26.6 8.9
Loomis Sayles Small Cap Value N LSCNX Nathan Henderson (2026) 3 26.6 8.9
Loomis Sayles Small Cap Value Retail LSCRX Zachary Borovik (2026) 3 26.6 8.9
Loomis Sayles Small Cap Value Retail LSCRX Nathan Henderson (2026) 3 26.6 8.9
Matisse Discounted Bond CEF Strat Instl MDFIX Joe Torkelson (2026) 3 6.3 4.3
Matisse Discounted Cl-End Fd Strat Instl MDCEX Joe Torkelson (2026) 3 13.8 9.3
Nationwide International Small Cap Eagle NWBFX Mary Pryshlak (2018) 2 8.5 8.5
Nationwide International Small Cap Eagle NWBFX Jonathan White (2018) 2 8.5 8.5
Nomura Opportunity A FIUSX Jonathan Ketzner (2026) 4 6.9 5.2
Nomura Opportunity C FIVCX Jonathan Ketzner (2026) 4 6.9 5.2
Nomura Opportunity Instl FIVUX Jonathan Ketzner (2026) 4 6.9 5.2
Nomura Opportunity R FIZRX Jonathan Ketzner (2026) 4 6.9 5.2
Nomura Opportunity R6 FIVVX Jonathan Ketzner (2026) 4 6.9 5.2
Nomura Small Cap Value A DEVLX Jonathan Ketzner (2026) 4 14.2 8.9
Nomura Small Cap Value C DEVCX Jonathan Ketzner (2026) 4 14.2 8.9
Nomura Small Cap Value Institutional DEVIX Jonathan Ketzner (2026) 4 14.2 8.9
Nomura Small Cap Value R DVLRX Jonathan Ketzner (2026) 4 14.2 8.9
Nomura Small Cap Value R6 DVZRX Jonathan Ketzner (2026) 4 14.2 8.9
Northern Multi-Manager Hi Yld Opp NMHYX Robert Dwinall (2026) 4 3.3 1.7
Northern Multi-Manager Hi Yld Opp NMHYX Deepika Sharma (2026) 4 3.3 1.7
Northern Tax-Advantaged U/S Fxd Inc NTAUX Jennifer Greca (2026) 4 4.1 2.3
Nuveen Mid Cap Value Opportunities A FASEX Eugene Novak (2026) 3 14.4 5.9
Nuveen Mid Cap Value Opportunities C FACSX Eugene Novak (2026) 3 14.4 5.9
Nuveen Mid Cap Value Opportunities I FSEIX Eugene Novak (2026) 3 14.4 5.9
Nuveen Mid Cap Value Opportunities R6 FMVQX Eugene Novak (2026) 3 14.4 5.9
Pear Tree Polaris Small Cap Instl QBNAX Samuel Horn (2025) 5 11.7 7.0
Pear Tree Polaris Small Cap Instl QBNAX Kenneth Kim (2025) 5 11.7 7.0
Pear Tree Polaris Small Cap Ord USBNX Samuel Horn (2025) 5 11.7 7.0
Pear Tree Polaris Small Cap Ord USBNX Kenneth Kim (2025) 5 11.7 7.0
Pear Tree Polaris Small Cap R6 QBNRX Samuel Horn (2025) 5 11.7 7.0
Pear Tree Polaris Small Cap R6 QBNRX Kenneth Kim (2025) 5 11.7 7.0
Popular Total Return A TRAFX Angel Garcia (2023) 4 19.7 7.0
Popular Total Return A TRAFX Antonio Rondán (2006) 4 19.7 7.0
Popular Total Return C TRCFX Angel Garcia (2023) 4 19.7 7.0
Popular Total Return C TRCFX Antonio Rondán (2006) 4 19.7 7.0
Potomac Defensive Bull R SDDBX Manish Khatta (2020) 2 6.2 4.5
Potomac Defensive Bull R SDDBX Dan Russo (2023) 2 6.2 4.5
Potomac Managed Volatility R SDMVX Manish Khatta (2020) 2 6.2 4.5
Potomac Managed Volatility R SDMVX Dan Russo (2023) 2 6.2 4.5
Potomac Tactical Opportunities R SDTOX Manish Khatta (2020) 2 6.2 4.5
Potomac Tactical Opportunities R SDTOX Dan Russo (2023) 2 6.2 4.5
Potomac Tactical Rotation R SDTRX Manish Khatta (2020) 2 6.2 4.5
Potomac Tactical Rotation R SDTRX Dan Russo (2023) 2 6.2 4.5
Potomac Tactically Passive R SDTPX Manish Khatta (2026) 2 0.6 0.6
Potomac Tactically Passive R SDTPX Dan Russo (2026) 2 0.6 0.6
Principal Multi-Sector Income A PGBAX Michael Goosay (2026) 2 0.0 0.0
Principal Multi-Sector Income A PGBAX Tina Paris (2026) 2 0.0 0.0
Principal Multi-Sector Income C PGDCX Michael Goosay (2026) 2 0.0 0.0
Principal Multi-Sector Income C PGDCX Tina Paris (2026) 2 0.0 0.0
Principal Multi-Sector Income Instl PGDIX Michael Goosay (2026) 2 0.0 0.0
Principal Multi-Sector Income Instl PGDIX Tina Paris (2026) 2 0.0 0.0
Principal Multi-Sector Income R6 PGBLX Michael Goosay (2026) 2 0.0 0.0
Principal Multi-Sector Income R6 PGBLX Tina Paris (2026) 2 0.0 0.0
Strategic Advisers Tx-Snstv Shrt Dur FGNSX David Miles (2026) 2 8.7 4.4
Timothy Plan Fixed Income A TFIAX Shannon Hogan (2026) 7 22.2 4.7
Timothy Plan Fixed Income C TFICX Shannon Hogan (2026) 7 22.2 4.7
Timothy Plan Fixed Income I TPFIX Shannon Hogan (2026) 7 22.2 4.7
Timothy Plan Growth & Income A TGIAX Shannon Hogan (2026) 7 7.3 3.9
Timothy Plan Growth & Income C TGCIX Shannon Hogan (2026) 7 7.3 3.9
Timothy Plan Growth & Income I TIGIX Shannon Hogan (2026) 7 7.3 3.9
Touchstone Non-US Equity R6 TSQRX Matthew Josephs (2025) 2 5.7 3.4
Touchstone Non-US Equity R6 TSQRX Michael Seo (2020) 2 5.7 3.4
Touchstone Small Cap R6 TSDRX J. Brian Campbell (2010) 3 16.9 14.4
Touchstone Small Cap R6 TSDRX Stephen Goddard (2009) 3 16.9 14.4
Touchstone Small Cap R6 TSDRX Sam Hutchings (2015) 3 16.9 14.4
Touchstone Small Cap Value R6 TVORX R. Vingers (2016) 2 10.2 7.4
Touchstone Small Cap Value R6 TVORX Jay Willadsen (2022) 2 10.2 7.4
Vanguard Tax-Exempt Bond Index Admiral VTEAX John Grimes (2026) 2 0.1 0.1
Vanguard Tax-Exempt Bond Index Admiral VTEAX Stephen Lombardelli (2026) 2 0.1 0.1
Victory Trivalent Emerging Mkts Sm-Cp Y VTESX Robert Cerow (2026) 2 0.0 0.0
Victory Trivalent Emerging Mkts Sm-Cp Y VTESX John Evers (2026) 2 0.0 0.0
Virtus Income & Growth A AZNAX George Goudelias (2026) 3 19.5 6.5
Virtus Income & Growth A AZNAX Michael Sansoterra (2026) 3 19.5 6.5
Virtus Income & Growth C AZNCX George Goudelias (2026) 3 19.5 6.5
Virtus Income & Growth C AZNCX Michael Sansoterra (2026) 3 19.5 6.5
Virtus Income & Growth Inst AZNIX George Goudelias (2026) 3 19.5 6.5
Virtus Income & Growth Inst AZNIX Michael Sansoterra (2026) 3 19.5 6.5
Vontobel International Equity A VNIAX Markus Hansen (2026) 3 2.4 1.6
Vontobel International Equity Inst VNIIX Markus Hansen (2026) 3 2.4 1.6
Vontobel International Equity Y VNIYX Markus Hansen (2026) 3 2.4 1.6
Voya Global Equity Insights Portfolio A IGFAX Joseph Kim (2026) 2 0.1 0.1
Voya Global Equity Insights Portfolio A IGFAX Mark Phanitsiri (2026) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX Joseph Kim (2026) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX Mark Phanitsiri (2026) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX Joseph Kim (2026) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX Mark Phanitsiri (2026) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX Joseph Kim (2026) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX Mark Phanitsiri (2026) 2 0.1 0.1

(Data as of 8/31/2026)


FUND NAME TICKER MANAGER NAMES NUMBER OF
MANAGERS
LONGEST
TENURE
AVERAGE
TENURE
Allspring Common Stock A SCSAX Christopher Miller (2017) 3 0.0 0.0
Allspring Common Stock A SCSAX Garth Newport (2020) 3 0.0 0.0
Allspring Common Stock A SCSAX Robert Wicentowski (2025) 3 0.0 0.0
Allspring Common Stock Inst SCNSX Christopher Miller (2017) 3 0.0 0.0
Allspring Common Stock Inst SCNSX Garth Newport (2020) 3 0.0 0.0
Allspring Common Stock Inst SCNSX Robert Wicentowski (2025) 3 0.0 0.0
Allspring Common Stock R6 SCSRX Christopher Miller (2017) 3 0.0 0.0
Allspring Common Stock R6 SCSRX Garth Newport (2020) 3 0.0 0.0
Allspring Common Stock R6 SCSRX Robert Wicentowski (2025) 3 0.0 0.0
Allspring Opportunity A SOPVX Christopher Miller (2017) 2 0.8 0.4
Allspring Opportunity Admin WOFDX Christopher Miller (2017) 2 0.8 0.4
Allspring Opportunity Inst WOFNX Christopher Miller (2017) 2 0.8 0.4
Allspring Opportunity R6 WOFRX Christopher Miller (2017) 2 0.8 0.4
Alpha Fiduciary Quantitative Strat AFQSX Curtis Anderson (2019) 1 6.7 6.7
American Beacon Balanced A ABFAX J. Scott McDonald (1998) 15 36.7 12.3
American Beacon Balanced Adv ABLSX J. Scott McDonald (1998) 15 36.7 12.3
American Beacon Balanced C ABCCX J. Scott McDonald (1998) 15 36.7 12.3
American Beacon Balanced Inv AABPX J. Scott McDonald (1998) 15 36.7 12.3
American Beacon Balanced R5 AADBX J. Scott McDonald (1998) 15 36.7 12.3
American Beacon Balanced Y ACBYX J. Scott McDonald (1998) 15 36.7 12.3
American Century Balanced I ABINX Justin Brown (2021) 8 7.8 2.5
American Century Balanced I ABINX Joseph Reiland (2021) 8 7.8 2.5
American Century Balanced Inv TWBIX Justin Brown (2021) 8 7.8 2.5
American Century Balanced Inv TWBIX Joseph Reiland (2021) 8 7.8 2.5
American Century Balanced R5 ABGNX Justin Brown (2021) 8 7.8 2.5
American Century Balanced R5 ABGNX Joseph Reiland (2021) 8 7.8 2.5
American Century Equity Income A TWEAX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income C AEYIX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income G AEIMX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income I ACIIX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income Inv TWEIX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income R AEURX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income R5 AEIUX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income R6 AEUDX Paul Howanitz (2022) 3 23.0 13.7
American Century Equity Income Y AEIYX Paul Howanitz (2022) 3 23.0 13.7
American Century Large Cap Equity A AFDAX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity A AFDAX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity C AFDCX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity C AFDCX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity G AFEGX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity G AFEGX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity I AFEIX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity I AFEIX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity Inv AFDIX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity Inv AFDIX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity R AFDRX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity R AFDRX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity R5 AFDGX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity R5 AFDGX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity R6 AFEDX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity R6 AFEDX Joseph Reiland (2008) 3 17.7 6.0
American Century Large Cap Equity Y AFYDX Justin Brown (2008) 3 17.7 6.0
American Century Large Cap Equity Y AFYDX Joseph Reiland (2008) 3 17.7 6.0
American Century Small Cap Value A ACSCX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value C ASVNX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value G ASVHX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value I ACVIX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value Inv ASVIX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value R ASVRX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value R5 ASVGX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value R6 ASVDX Jeff John (2012) 2 17.7 12.0
American Century Small Cap Value Y ASVYX Jeff John (2012) 2 17.7 12.0
American Fds U.S. Sm & Md Cp Eq F-3 SMDNX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq 529-A CMDDX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq 529-C CMDHX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq 529-E CMDJX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq A SMDEX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq C SMDGX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq F-1 SMDJX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq F-2 SMDKX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-1 RMDDX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-2 RMDEX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-2E RMDGX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-3 RMDHX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-4 RMDJX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-5 RMDLX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-5E RMDKX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq R-6 RMDMX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq529-F-2 CMDNX Matt Hochstetler (2024) 3 1.7 1.3
American Funds U.S. Sm & Md Cp Eq529-F-3 CMDOX Matt Hochstetler (2024) 3 1.7 1.3
BNY Mellon Global Real Return - A DRRAX Ella Gude (2025) 3 10.7 4.0
BNY Mellon Global Real Return - C DRRCX Ella Gude (2025) 3 10.7 4.0
BNY Mellon Global Real Return - I DRRIX Ella Gude (2025) 3 10.7 4.0
BNY Mellon Global Real Return - Y DRRYX Ella Gude (2025) 3 10.7 4.0
Bridge Builder International Equity BBIEX Jennifer Hsui (2019) 25 11.2 5.3
Bridge Builder International Equity BBIEX Peter Sietsema (2022) 25 11.2 5.3
Bridge Builder International Equity BBIEX Matt Waldron (2025) 25 11.2 5.3
Bridge Builder International Equity BBIEX Steven White (2025) 25 11.2 5.3
CIBC Atlas Income Opportunities Instl AWIIX Gary Pzegeo (2014) 3 12.2 5.3
CRM Small/Mid Cap Value Inst CRIAX Jeffrey Yanover (2024) 1 2.9 2.9
CRM Small/Mid Cap Value Inv CRMAX Jeffrey Yanover (2024) 1 2.9 2.9
Cavanal Hill Strategic Enhanced Yld A AAENX Vikrant Khadilkar (2024) 3 3.7 2.5
Cavanal Hill Strategic Enhanced Yld Ins AIENX Vikrant Khadilkar (2024) 3 3.7 2.5
Cavanal Hill Strategic Enhanced Yld Inv APENX Vikrant Khadilkar (2024) 3 3.7 2.5
Columbia Sm Cp Val and Inflection A COVAX Bryan Lassiter (2023) 1 2.8 2.8
Columbia Sm Cp Val and Inflection Inst NSVAX Bryan Lassiter (2023) 1 2.8 2.8
Columbia Sm Cp Val and Inflection Inst2 CRRRX Bryan Lassiter (2023) 1 2.8 2.8
Columbia Sm Cp Val and Inflection Inst3 CRRYX Bryan Lassiter (2023) 1 2.8 2.8
Columbia Sm Cp Val and Inflection R CCTRX Bryan Lassiter (2023) 1 2.8 2.8
Columbia Sm Cp Val and Inflection S NSVBX Bryan Lassiter (2023) 1 2.8 2.8
Columbia Small Cap Value Discv A CSMIX Bryan Lassiter (2023) 1 21.1 21.1
Columbia Small Cap Value Discv C CSSCX Bryan Lassiter (2023) 1 21.1 21.1
Columbia Small Cap Value Discv Inst CSCZX Bryan Lassiter (2023) 1 21.1 21.1
Columbia Small Cap Value Discv Inst 2 CUURX Bryan Lassiter (2023) 1 21.1 21.1
Columbia Small Cap Value Discv Inst 3 CSVYX Bryan Lassiter (2023) 1 21.1 21.1
Columbia Small Cap Value Discv R CSVRX Bryan Lassiter (2023) 1 21.1 21.1
Columbia Small Cap Value Discv S CSCQX Bryan Lassiter (2023) 1 21.1 21.1
Goldman Sachs Core Plus Bond ETF GCPB Simon Dangoor (2024) 5 2.5 1.1
Goldman Sachs Core Plus Bond ETF GCPB Lindsay Rosner (2024) 5 2.5 1.1
Goldman Sachs Income ETF GINC Ben Johnson (2026) 6 6.1 1.6
Goldman Sachs Income ETF GINC John McClain (2026) 6 6.1 1.6
Goldman Sachs Income ETF GINC Lindsay Rosner (2024) 6 6.1 1.6
Goldman Sachs Income ETF GINC Aakash Thombre (2020) 6 6.1 1.6
GuideMark® Core Fixed Income RS GCFQX Joseph Marvan (2012) 3 14.1 8.4
GuideMark® Core Fixed Income Service GMCOX Joseph Marvan (2012) 3 14.1 8.4
GuideStone Funds Small Cap Equity Instl GSCYX Grant Babyak (2002) 15 7.9 3.3
GuideStone Funds Small Cap Equity Inv GSCZX Grant Babyak (2002) 15 7.9 3.3
Hartford Balanced Income A HBLAX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income C HBLCX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income F HBLFX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income I HBLIX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R3 HBLRX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R4 HBLSX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R5 HBLTX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income R6 HBLVX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Balanced Income Y HBLYX Noah C. Atlas (2025) 4 20.1 8.8
Hartford Hybrid and Crdt Opps A HFHAX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps A HFHAX Marc K. Piccuirro (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps C HFHCX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps C HFHCX Marc K. Piccuirro (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps F HFHFX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps F HFHFX Marc K. Piccuirro (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps I HFHIX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps I HFHIX Marc K. Piccuirro (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R3 HFHRX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R3 HFHRX Marc K. Piccuirro (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R4 HFHSX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R4 HFHSX Marc K. Piccuirro (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R5 HFHTX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps R5 HFHTX Marc K. Piccuirro (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps Y HFHYX Alyssa Irving (2024) 1 0.1 0.1
Hartford Hybrid and Crdt Opps Y HFHYX Marc K. Piccuirro (2024) 1 0.1 0.1
Hotchkis & Wiley Disciplined Value A HWCAX Patricia McKenna (2004) 3 21.7 15.2
Hotchkis & Wiley Disciplined Value I HWCIX Patricia McKenna (2004) 3 21.7 15.2
Hotchkis & Wiley Large Cap Fdml Value A HWLAX Patricia McKenna (1995) 3 37.7 21.5
Hotchkis & Wiley Large Cap Fdml Value I HWLIX Patricia McKenna (1995) 3 37.7 21.5
Hotchkis & Wiley Large Cap Fdml Value Z HWLZX Patricia McKenna (1995) 3 37.7 21.5
Impax Global Environmental Markets A PXEAX Luciano Lilloy (2025) 2 0.4 0.4
Impax Global Environmental Markets Instl PGINX Luciano Lilloy (2025) 2 0.4 0.4
Impax Global Environmental Markets Inv PGRNX Luciano Lilloy (2025) 2 0.4 0.4
JPMorgan US Equity A JUEAX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity C JUECX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity I JUESX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity L JMUEX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity R2 JUEZX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity R3 JUEPX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity R4 JUEQX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity R5 JUSRX Shilpee Raina (2021) 2 12.0 6.0
JPMorgan US Equity R6 JUEMX Shilpee Raina (2021) 2 12.0 6.0
Loomis Sayles Small Cap Value Admin LSVAX Jeffrey Schwartz (2012) 3 26.6 8.9
Loomis Sayles Small Cap Value Instl LSSCX Jeffrey Schwartz (2012) 3 26.6 8.9
Loomis Sayles Small Cap Value N LSCNX Jeffrey Schwartz (2012) 3 26.6 8.9
Loomis Sayles Small Cap Value Retail LSCRX Jeffrey Schwartz (2012) 3 26.6 8.9
Lord Abbett Multi-Asset Balanced Opp A LABFX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp C BFLAX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp F BLAFX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp F3 LOBFX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp I LABYX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp P LABPX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp R2 BLAQX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp R3 BLARX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp R4 BLASX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp R5 BLATX Jahiz Barlas (2023) 3 10.8 8.3
Lord Abbett Multi-Asset Balanced Opp R6 BLAVX Jahiz Barlas (2023) 3 10.8 8.3
Mast HedgeIndex Managed Futs Strat ETF HXF Yung-Shin Kung (2015) 1 10.8 10.8
Matthews Emerging Markets Sust Fut Inst MISFX Vivek Tanneeru (2015) 4 0.6 0.4
Matthews Emerging Markets Sust Fut Inv MASGX Vivek Tanneeru (2015) 4 0.6 0.4
Multi-Manager Small Cap Eq Strat Inst CZMSX Derek Johnston (2025) 7 7.7 5.2
Multi-Manager Small Cap Eq Strat Inst CZMSX Robert Mitchell (2012) 7 7.7 5.2
NYLIM Balanced Class A MBNAX Amit Soni (2026) 10 9.5 2.2
NYLIM Balanced Class C MBACX Amit Soni (2026) 10 9.5 2.2
NYLIM Balanced Class I MBAIX Amit Soni (2026) 10 9.5 2.2
NYLIM Balanced Class R6 MBERX Amit Soni (2026) 10 9.5 2.2
NYLIM Balanced Investor Class MBINX Amit Soni (2026) 10 9.5 2.2
NYLIM Conservative Allocation Class A MCKAX Amit Soni (2016) 2 21.4 11.4
NYLIM Conservative Allocation Class C MCKCX Amit Soni (2016) 2 21.4 11.4
NYLIM Conservative Allocation Class I MCKIX Amit Soni (2016) 2 21.4 11.4
NYLIM Conservative Allocation Inv Cl MCKNX Amit Soni (2016) 2 21.4 11.4
NYLIM Conservative Allocation SIMPLE Cl MCKSX Amit Soni (2016) 2 21.4 11.4
NYLIM Conservative ETF Allc SIMPLE Cl MNEVX Amit Soni (2020) 2 6.2 3.8
NYLIM Conservative ETF Allocation Cl A MNEAX Amit Soni (2020) 2 6.2 3.8
NYLIM Conservative ETF Allocation Cl C MNEKX Amit Soni (2020) 2 6.2 3.8
NYLIM Conservative ETF Allocation Cl I MNELX Amit Soni (2020) 2 6.2 3.8
NYLIM Conservative ETF Allocation Cl R3 MNERX Amit Soni (2020) 2 6.2 3.8
NYLIM Equity Allocation Class A MGXAX Amit Soni (2016) 2 21.4 11.4
NYLIM Equity Allocation Class C MGXCX Amit Soni (2016) 2 21.4 11.4
NYLIM Equity Allocation Class I MGXIX Amit Soni (2016) 2 21.4 11.4
NYLIM Equity Allocation Investor Class MGXNX Amit Soni (2016) 2 21.4 11.4
NYLIM Equity Allocation SIMPLE Class MGXSX Amit Soni (2016) 2 21.4 11.4
NYLIM Equity ETF Allocation Class A MWFAX Amit Soni (2020) 2 6.2 3.8
NYLIM Equity ETF Allocation Class C MWFCX Amit Soni (2020) 2 6.2 3.8
NYLIM Equity ETF Allocation Class I MWFIX Amit Soni (2020) 2 6.2 3.8
NYLIM Equity ETF Allocation Class R3 MWFQX Amit Soni (2020) 2 6.2 3.8
NYLIM Equity ETF Allocation SIMPLE Class MWFVX Amit Soni (2020) 2 6.2 3.8
NYLIM Growth Allocation Class A MGDAX Amit Soni (2016) 2 21.4 11.4
NYLIM Growth Allocation Class C MGDCX Amit Soni (2016) 2 21.4 11.4
NYLIM Growth Allocation Class I MGDIX Amit Soni (2016) 2 21.4 11.4
NYLIM Growth Allocation Investor Class MGDNX Amit Soni (2016) 2 21.4 11.4
NYLIM Growth Allocation SIMPLE Class MGDSX Amit Soni (2016) 2 21.4 11.4
NYLIM Growth ETF Allocation Class A MOEAX Amit Soni (2020) 2 6.2 3.8
NYLIM Growth ETF Allocation Class C MOECX Amit Soni (2020) 2 6.2 3.8
NYLIM Growth ETF Allocation Class I MOEIX Amit Soni (2020) 2 6.2 3.8
NYLIM Growth ETF Allocation Class R3 MOERX Amit Soni (2020) 2 6.2 3.8
NYLIM Growth ETF Allocation SIMPLE Class MOEVX Amit Soni (2020) 2 6.2 3.8
NYLIM Income Builder Class A MTRAX Amit Soni (2026) 11 12.5 3.9
NYLIM Income Builder Class C MCTRX Amit Soni (2026) 11 12.5 3.9
NYLIM Income Builder Class I MTOIX Amit Soni (2026) 11 12.5 3.9
NYLIM Income Builder Class R6 MTODX Amit Soni (2026) 11 12.5 3.9
NYLIM Income Builder Investor Class MTINX Amit Soni (2026) 11 12.5 3.9
NYLIM Income Builder SIMPLE Class MTISX Amit Soni (2026) 11 12.5 3.9
NYLIM Moderate Allocation Class A MMRAX Amit Soni (2016) 2 21.4 11.4
NYLIM Moderate Allocation Class C MMRCX Amit Soni (2016) 2 21.4 11.4
NYLIM Moderate Allocation Class I MMRIX Amit Soni (2016) 2 21.4 11.4
NYLIM Moderate Allocation Investor Class MMRDX Amit Soni (2016) 2 21.4 11.4
NYLIM Moderate Allocation SIMPLE Class MMRSX Amit Soni (2016) 2 21.4 11.4
NYLIM Moderate ETF Allocation Class A MDAAX Amit Soni (2020) 2 6.2 3.8
NYLIM Moderate ETF Allocation Class C MDAKX Amit Soni (2020) 2 6.2 3.8
NYLIM Moderate ETF Allocation Class I MDAIX Amit Soni (2020) 2 6.2 3.8
NYLIM Moderate ETF Allocation Class R3 MDARX Amit Soni (2020) 2 6.2 3.8
NYLIM Moderate ETF Allocation SIMPLE Cl MDAVX Amit Soni (2020) 2 6.2 3.8
Northern Tax-Advantaged U/S Fxd Inc NTAUX Timothy Blair (2023) 4 4.1 2.3
Popular Total Return A TRAFX Antonio Mauceri (2006) 4 19.7 7.0
Popular Total Return A TRAFX Angel Rivera (2023) 4 19.7 7.0
Popular Total Return C TRCFX Antonio Mauceri (2006) 4 19.7 7.0
Popular Total Return C TRCFX Angel Rivera (2023) 4 19.7 7.0
Principal Multi-Sector Income A PGBAX Benjamin Rotenberg (2014) 2 0.0 0.0
Principal Multi-Sector Income A PGBAX May Tong (2021) 2 0.0 0.0
Principal Multi-Sector Income C PGDCX Benjamin Rotenberg (2014) 2 0.0 0.0
Principal Multi-Sector Income C PGDCX May Tong (2021) 2 0.0 0.0
Principal Multi-Sector Income Instl PGDIX Benjamin Rotenberg (2014) 2 0.0 0.0
Principal Multi-Sector Income Instl PGDIX May Tong (2021) 2 0.0 0.0
Principal Multi-Sector Income R6 PGBLX Benjamin Rotenberg (2014) 2 0.0 0.0
Principal Multi-Sector Income R6 PGBLX May Tong (2021) 2 0.0 0.0
Royce Premier Consult RPRCX Andrew Palen (2022) 2 20.4 16.1
Royce Premier Instl RPFIX Andrew Palen (2022) 2 20.4 16.1
Royce Premier Invmt RYPRX Andrew Palen (2022) 2 20.4 16.1
Royce Premier Service RPFFX Andrew Palen (2022) 2 20.4 16.1
Strategic Advisers Tx-Snstv Shrt Dur FGNSX Jonathan Duggan (2019) 2 8.7 4.4
Timothy Plan Defensive Strategies A TPDAX J. Scott McDonald (2009) 9 16.8 6.1
Timothy Plan Defensive Strategies C TPDCX J. Scott McDonald (2009) 9 16.8 6.1
Timothy Plan Defensive Strategies I TPDIX J. Scott McDonald (2009) 9 16.8 6.1
Timothy Plan Fixed Income A TFIAX J. Scott McDonald (2004) 7 22.2 4.7
Timothy Plan Fixed Income C TFICX J. Scott McDonald (2004) 7 22.2 4.7
Timothy Plan Fixed Income I TPFIX J. Scott McDonald (2004) 7 22.2 4.7
Timothy Plan Growth & Income A TGIAX Scott McDonald (2019) 7 7.3 3.9
Timothy Plan Growth & Income C TGCIX Scott McDonald (2019) 7 7.3 3.9
Timothy Plan Growth & Income I TIGIX Scott McDonald (2019) 7 7.3 3.9
Torray Equity Income Fund TORYX Shawn Hendon (2017) 2 6.2 3.5
Vanguard Tax-Exempt Bond Index Admiral VTEAX Justin Schwartz (2023) 2 0.1 0.1
Virtus Income & Growth A AZNAX K. Mathew Axline (2025) 3 19.5 6.5
Virtus Income & Growth A AZNAX David Oberto (2020) 3 19.5 6.5
Virtus Income & Growth A AZNAX Ethan Turner (2023) 3 19.5 6.5
Virtus Income & Growth A AZNAX Michael Yee (2007) 3 19.5 6.5
Virtus Income & Growth C AZNCX K. Mathew Axline (2025) 3 19.5 6.5
Virtus Income & Growth C AZNCX David Oberto (2020) 3 19.5 6.5
Virtus Income & Growth C AZNCX Ethan Turner (2023) 3 19.5 6.5
Virtus Income & Growth C AZNCX Michael Yee (2007) 3 19.5 6.5
Virtus Income & Growth Inst AZNIX K. Mathew Axline (2025) 3 19.5 6.5
Virtus Income & Growth Inst AZNIX David Oberto (2020) 3 19.5 6.5
Virtus Income & Growth Inst AZNIX Ethan Turner (2023) 3 19.5 6.5
Virtus Income & Growth Inst AZNIX Michael Yee (2007) 3 19.5 6.5
Virtus Zevenbergen Discovery Growth ETF ZDIS Joseph Dennison (2015) 3 11.0 11.0
Virtus Zevenbergen Discovery Growth ETF ZDIS Anthony Zackery (2015) 3 11.0 11.0
Virtus Zevenbergen Discovery Growth ETF ZDIS Nancy Zevenbergen (2015) 3 11.0 11.0
Virtus Zevenbergen Innovative Growth ETF ZINN Joseph Dennison (2015) 3 11.0 11.0
Virtus Zevenbergen Innovative Growth ETF ZINN Anthony Zackery (2015) 3 11.0 11.0
Virtus Zevenbergen Innovative Growth ETF ZINN Nancy Zevenbergen (2015) 3 11.0 11.0
Voya Global Equity Insights Portfolio A IGFAX Alex Gabriele (2017) 2 0.1 0.1
Voya Global Equity Insights Portfolio A IGFAX Anton Kryachok (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio A IGFAX William Lock (2009) 2 0.1 0.1
Voya Global Equity Insights Portfolio A IGFAX Isabelle Mast (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio A IGFAX Bruno Paulson (2010) 2 0.1 0.1
Voya Global Equity Insights Portfolio A IGFAX Richard Perrott (2017) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX Alex Gabriele (2017) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX Anton Kryachok (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX William Lock (2009) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX Isabelle Mast (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX Bruno Paulson (2010) 2 0.1 0.1
Voya Global Equity Insights Portfolio R6 VPRDX Richard Perrott (2017) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX Alex Gabriele (2017) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX Anton Kryachok (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX William Lock (2009) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX Isabelle Mast (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX Bruno Paulson (2010) 2 0.1 0.1
Voya Global Equity Insights Portfolio S IVGTX Richard Perrott (2017) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX Alex Gabriele (2017) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX Anton Kryachok (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX William Lock (2009) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX Isabelle Mast (2025) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX Bruno Paulson (2010) 2 0.1 0.1
Voya Global Equity Insights Portfolio S2 IGFSX Richard Perrott (2017) 2 0.1 0.1

(Data as of 8/31/2026)


FUND NAME TICKER MANAGER NAMES NUMBER OF
MANAGERS
LONGEST
TENURE
AVERAGE
TENURE
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