| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| AB Growth A |
AGRFX
|
Esteban Gomez (2026) | 4 | 13.4 | 3.8 |
| AB Growth A |
AGRFX
|
Heather Pavlak (2026) | 4 | 13.4 | 3.8 |
| AB Growth Advisor |
AGRYX
|
Esteban Gomez (2026) | 4 | 13.4 | 3.8 |
| AB Growth Advisor |
AGRYX
|
Heather Pavlak (2026) | 4 | 13.4 | 3.8 |
| AB Growth C |
AGRCX
|
Esteban Gomez (2026) | 4 | 13.4 | 3.8 |
| AB Growth C |
AGRCX
|
Heather Pavlak (2026) | 4 | 13.4 | 3.8 |
| AB Growth I |
AGFIX
|
Esteban Gomez (2026) | 4 | 13.4 | 3.8 |
| AB Growth I |
AGFIX
|
Heather Pavlak (2026) | 4 | 13.4 | 3.8 |
| AB Large Cap Growth A |
APGAX
|
Shri Singhvi (2026) | 3 | 14.5 | 7.6 |
| AB Large Cap Growth Advisor |
APGYX
|
Shri Singhvi (2026) | 3 | 14.5 | 7.6 |
| AB Large Cap Growth C |
APGCX
|
Shri Singhvi (2026) | 3 | 14.5 | 7.6 |
| AB Large Cap Growth I |
ALLIX
|
Shri Singhvi (2026) | 3 | 14.5 | 7.6 |
| AB Large Cap Growth Z |
APGZX
|
Shri Singhvi (2026) | 3 | 14.5 | 7.6 |
| AMG River Road Dividend All Cap Value I |
ARIDX
|
Brett Leary (2026) | 3 | 19.1 | 9.1 |
| AMG River Road Dividend All Cap Value N |
ARDEX
|
Brett Leary (2026) | 3 | 19.1 | 9.1 |
| AMG River Road Dividend All Cap Value Z |
ARZDX
|
Brett Leary (2026) | 3 | 19.1 | 9.1 |
| Advisors Capital International ETF Fund |
ACIEX
|
Randall Coleman (2026) | 3 | 0.2 | 0.2 |
| Advisors Capital International ETF Fund |
ACIEX
|
David Ruff (2026) | 3 | 0.2 | 0.2 |
| Advisors Capital International ETF Fund |
ACIEX
|
Kevin Strauss (2026) | 3 | 0.2 | 0.2 |
| American Beacon Balanced A |
ABFAX
|
Shannon Hogan (2026) | 16 | 36.6 | 13.2 |
| American Beacon Balanced Adv |
ABLSX
|
Shannon Hogan (2026) | 16 | 36.6 | 13.2 |
| American Beacon Balanced C |
ABCCX
|
Shannon Hogan (2026) | 16 | 36.6 | 13.2 |
| American Beacon Balanced Inv |
AABPX
|
Shannon Hogan (2026) | 16 | 36.6 | 13.2 |
| American Beacon Balanced R5 |
AADBX
|
Shannon Hogan (2026) | 16 | 36.6 | 13.2 |
| American Beacon Balanced Y |
ACBYX
|
Shannon Hogan (2026) | 16 | 36.6 | 13.2 |
| American Century Balanced I |
ABINX
|
Radu Gabudean (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced I |
ABINX
|
Vidya Rajappa (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced I |
ABINX
|
Richard Weiss (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced I |
ABINX
|
Scott Wilson (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced Inv |
TWBIX
|
Radu Gabudean (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced Inv |
TWBIX
|
Vidya Rajappa (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced Inv |
TWBIX
|
Richard Weiss (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced Inv |
TWBIX
|
Scott Wilson (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced R5 |
ABGNX
|
Radu Gabudean (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced R5 |
ABGNX
|
Vidya Rajappa (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced R5 |
ABGNX
|
Richard Weiss (2026) | 10 | 7.8 | 2.9 |
| American Century Balanced R5 |
ABGNX
|
Scott Wilson (2026) | 10 | 7.8 | 2.9 |
| American Century Growth A |
TCRAX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth C |
TWRCX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth G |
ACIHX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth I |
TWGIX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth Inv |
TWCGX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth R |
AGWRX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth R5 |
AGWUX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth R6 |
AGRDX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| American Century Growth Y |
AGYWX
|
DJ Cross (2026) | 2 | 6.4 | 3.3 |
| Aristotle Portfolio OptimizatinCns I2 |
PLCDX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization Agr GrA |
POEAX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization Agr GrC |
POCEX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization GrA |
PODAX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization GrC |
PODCX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization GrI-2 |
PMADX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization Mod A |
POCAX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization Mod C |
POMCX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization ModCnsA |
POBAX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization ModCnsC |
POBCX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio Optimization ModI-2 |
POMDX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio OptimizationAgrGrI-2 |
POEDX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio OptimizationCns A |
POAAX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio OptimizationCns C |
POACX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| Aristotle Portfolio OptimizationModCnI-2 |
PMCDX
|
Jordan Fettman (2026) | 3 | 19.7 | 8.2 |
| BNY Mellon Bond Market Index I |
DBIRX
|
Bryan Steele (2026) | 2 | 1.1 | 0.6 |
| BNY Mellon Bond Market Index Inv |
DBMIX
|
Bryan Steele (2026) | 2 | 1.1 | 0.6 |
| BNY Mellon Global Stock - A |
DGLAX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - A |
DGLAX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - C |
DGLCX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - C |
DGLCX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - I |
DGLRX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - I |
DGLRX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - Y |
DGLYX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - Y |
DGLYX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund A |
DISAX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund A |
DISAX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund C |
DISCX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund C |
DISCX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund I |
DISRX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund I |
DISRX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund Y |
DISYX
|
Des Armstrong (2026) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund Y |
DISYX
|
Thomas Miedema (2026) | 5 | 17.3 | 7.8 |
| Barrow Hanley Total Return Bond I |
BTRIX
|
Shannon Hogan (2026) | 4 | 4.3 | 3.2 |
| Blueprint Adaptive Growth Allc Instl |
BLUIX
|
Kenneth Peters (2026) | 3 | 6.3 | 4.3 |
| Boston Partners All-Cap Value R6 |
BPARX
|
Duilio Ramallo (2007) | 1 | 18.6 | 18.6 |
| Boston Partners Global Equity R6 |
BPRGX
|
Christopher Hart (2011) | 3 | 14.6 | 10.1 |
| Boston Partners Global Equity R6 |
BPRGX
|
Joshua Jones (2013) | 3 | 14.6 | 10.1 |
| Boston Partners Global Equity R6 |
BPRGX
|
Soyoun Song (2023) | 3 | 14.6 | 10.1 |
| Boston Partners Small Cap Value II R6 |
BPSRX
|
George Gumpert (2005) | 1 | 20.6 | 20.6 |
| Bridge Builder Large Cap Value |
BBVLX
|
Philippe Barret (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Timothy Casaletto (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Brian Causey (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Jeremy Field (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Benjamin Garosi (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Evgenia Gvozdeva (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
David Hoeft (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
G. Thomas Levering (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Kathleen McCarthy (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Christina Shockley (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Steven Voorhis (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Nick Zylkowski (2026) | 23 | 11.3 | 3.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Brian Causey (2026) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Jeremy Field (2026) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Evgenia Gvozdeva (2026) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Christina Shockley (2026) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Nick Zylkowski (2026) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Brian Causey (2026) | 23 | 11.3 | 5.5 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Jeremy Field (2026) | 23 | 11.3 | 5.5 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Evgenia Gvozdeva (2026) | 23 | 11.3 | 5.5 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Christina Shockley (2026) | 23 | 11.3 | 5.5 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Nick Zylkowski (2026) | 23 | 11.3 | 5.5 |
| Bridge Builder Tax Managed Intl Eq |
BBTIX
|
Des Armstrong (2026) | 17 | 4.2 | 2.5 |
| Bridge Builder Tax Managed Intl Eq |
BBTIX
|
Thomas Miedema (2026) | 17 | 4.2 | 2.5 |
| Bridge Builder Tax Managed Intl Eq |
BBTIX
|
Rob Osborne (2026) | 17 | 4.2 | 2.5 |
| Bridge Builder Tax Managed Large Cap |
BBTLX
|
Rob Osborne (2026) | 10 | 4.2 | 3.3 |
| Bridge Builder Tax Managed Sm/Md Cp |
BBTSX
|
Rob Osborne (2026) | 17 | 4.2 | 2.8 |
| Brinker Capital Destinations Shelter I |
DSHFX
|
John Hoffmann (2026) | 8 | 4.8 | 3.8 |
| Brinker Capital Destinations Shelter Z |
DSHZX
|
John Hoffmann (2026) | 8 | 4.8 | 3.8 |
| Capital Advisors Growth Investor |
CIAOX
|
Suresh Rajagopal (2026) | 1 | 0.1 | 0.1 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Daniel Bandi (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Daniel DeMonica (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Richard Fong (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Adam Friedman (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Richard Lee (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Daniel Miller (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
William Muggia (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Zach Olsen (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Matthew Renna (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Edward Richardson (2026) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Jeffrey Thibault (2026) | 12 | 2.0 | 0.3 |
| ClearBridge Small Cap A |
LMSAX
|
Jeffrey Bailin, CFA (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap A |
LMSAX
|
Erich Frey (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap C |
LMASX
|
Jeffrey Bailin, CFA (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap C |
LMASX
|
Erich Frey (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap FI |
LGASX
|
Jeffrey Bailin, CFA (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap FI |
LGASX
|
Erich Frey (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap I |
LMNSX
|
Jeffrey Bailin, CFA (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap I |
LMNSX
|
Erich Frey (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap IS |
LISGX
|
Jeffrey Bailin, CFA (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap IS |
LISGX
|
Erich Frey (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap R |
LMARX
|
Jeffrey Bailin, CFA (2026) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap R |
LMARX
|
Erich Frey (2026) | 2 | 0.1 | 0.1 |
| DWS California Tax-Free Income A |
KCTAX
|
Chad Farrington (2026) | 2 | 27.4 | 13.7 |
| DWS California Tax-Free Income C |
KCTCX
|
Chad Farrington (2026) | 2 | 27.4 | 13.7 |
| DWS California Tax-Free Income Instl |
DCLIX
|
Chad Farrington (2026) | 2 | 27.4 | 13.7 |
| DWS California Tax-Free Income S |
SDCSX
|
Chad Farrington (2026) | 2 | 27.4 | 13.7 |
| DWS Massachusetts Tax Free A |
SQMAX
|
Chad Farrington (2026) | 2 | 4.8 | 2.4 |
| DWS Massachusetts Tax Free C |
SQMCX
|
Chad Farrington (2026) | 2 | 4.8 | 2.4 |
| DWS Massachusetts Tax Free S |
SCMAX
|
Chad Farrington (2026) | 2 | 4.8 | 2.4 |
| DWS Massachusetts Tax-Free Instl |
DMAIX
|
Chad Farrington (2026) | 2 | 4.8 | 2.4 |
| Destinations Core Fixed Income I |
DCFFX
|
John Hoffmann (2026) | 11 | 9.4 | 4.8 |
| Destinations Core Fixed Income Z |
DCFZX
|
John Hoffmann (2026) | 11 | 9.4 | 4.8 |
| Destinations Equity Income I |
DGEFX
|
John Hoffmann (2026) | 14 | 9.4 | 5.3 |
| Destinations Equity Income Z |
DGEZX
|
John Hoffmann (2026) | 14 | 9.4 | 5.3 |
| Destinations Global Fixed Income Opps I |
DGFFX
|
Bill Campbell (2026) | 11 | 9.4 | 4.0 |
| Destinations Global Fixed Income Opps I |
DGFFX
|
John Hoffmann (2026) | 11 | 9.4 | 4.0 |
| Destinations Global Fixed Income Opps Z |
DGFZX
|
Bill Campbell (2026) | 11 | 9.4 | 4.0 |
| Destinations Global Fixed Income Opps Z |
DGFZX
|
John Hoffmann (2026) | 11 | 9.4 | 4.0 |
| Destinations International Equity I |
DIEFX
|
John Hoffmann (2026) | 19 | 9.4 | 4.4 |
| Destinations International Equity Z |
DIEZX
|
John Hoffmann (2026) | 19 | 9.4 | 4.4 |
| Destinations Large Cap Equity I |
DLCFX
|
John Hoffmann (2026) | 20 | 7.1 | 3.3 |
| Destinations Large Cap Equity I |
DLCFX
|
Arun Sharma (2026) | 20 | 7.1 | 3.3 |
| Destinations Large Cap Equity Z |
DLCZX
|
John Hoffmann (2026) | 20 | 7.1 | 3.3 |
| Destinations Large Cap Equity Z |
DLCZX
|
Arun Sharma (2026) | 20 | 7.1 | 3.3 |
| Destinations Low Duration Fixed Inc I |
DLDFX
|
John Hoffmann (2026) | 9 | 9.4 | 5.7 |
| Destinations Low Duration Fixed Inc Z |
DLDZX
|
John Hoffmann (2026) | 9 | 9.4 | 5.7 |
| Destinations Multi Strategy Alts I |
DMSFX
|
John Hoffmann (2026) | 9 | 7.4 | 5.3 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
John Hoffmann (2026) | 9 | 7.4 | 5.3 |
| Destinations Municipal Fixed Income I |
DMFFX
|
John Hoffmann (2026) | 9 | 6.0 | 3.4 |
| Destinations Municipal Fixed Income Z |
DMFZX
|
John Hoffmann (2026) | 9 | 6.0 | 3.4 |
| Destinations Real Assets I |
DRAFX
|
John Hoffmann (2026) | 15 | 1.7 | 1.6 |
| Destinations Real Assets Z |
DRAZX
|
John Hoffmann (2026) | 15 | 1.7 | 1.6 |
| Destinations Small-Mid Cap Equity I |
DSMFX
|
John Hoffmann (2026) | 15 | 9.4 | 4.9 |
| Destinations Small-Mid Cap Equity Z |
DSMZX
|
John Hoffmann (2026) | 15 | 9.4 | 4.9 |
| Domini Impact International Equity Instl |
DOMOX
|
Andy Gossard (2026) | 3 | 4.7 | 2.4 |
| Domini Impact International Equity Inv |
DOMIX
|
Andy Gossard (2026) | 3 | 4.7 | 2.4 |
| Domini Impact International Equity Y |
DOMYX
|
Andy Gossard (2026) | 3 | 4.7 | 2.4 |
| Federated Hermes Kaufmann Large Cap A |
KLCAX
|
Fabrice Di Giusto (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap A |
KLCAX
|
Anastacio Teodoro (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap C |
KLCCX
|
Fabrice Di Giusto (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap C |
KLCCX
|
Anastacio Teodoro (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap IS |
KLCIX
|
Fabrice Di Giusto (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap IS |
KLCIX
|
Anastacio Teodoro (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap R |
KLCKX
|
Fabrice Di Giusto (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap R |
KLCKX
|
Anastacio Teodoro (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap R6 |
KLCSX
|
Fabrice Di Giusto (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Large Cap R6 |
KLCSX
|
Anastacio Teodoro (2026) | 8 | 17.1 | 8.8 |
| Federated Hermes Kaufmann Small Cap A |
FKASX
|
Fabrice Di Giusto (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap A |
FKASX
|
Anastacio Teodoro (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap C |
FKCSX
|
Fabrice Di Giusto (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap C |
FKCSX
|
Anastacio Teodoro (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap IS |
FKAIX
|
Fabrice Di Giusto (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap IS |
FKAIX
|
Anastacio Teodoro (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap R |
FKKSX
|
Fabrice Di Giusto (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap R |
FKKSX
|
Anastacio Teodoro (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap R6 |
FKALX
|
Fabrice Di Giusto (2026) | 8 | 22.9 | 9.4 |
| Federated Hermes Kaufmann Small Cap R6 |
FKALX
|
Anastacio Teodoro (2026) | 8 | 22.9 | 9.4 |
| Fidelity Advisor Climate Action A |
FCAJX
|
Preeti Sayana (2026) | 2 | 5.1 | 2.6 |
| Fidelity Advisor Climate Action C |
FCALX
|
Preeti Sayana (2026) | 2 | 5.1 | 2.6 |
| Fidelity Advisor Climate Action I |
FCAUX
|
Preeti Sayana (2026) | 2 | 5.1 | 2.6 |
| Fidelity Advisor Climate Action M |
FCAOX
|
Preeti Sayana (2026) | 2 | 5.1 | 2.6 |
| Fidelity Advisor Climate Action Z |
FCLZX
|
Preeti Sayana (2026) | 2 | 5.1 | 2.6 |
| Fidelity Advisor Founders A |
FIFOX
|
Thomas Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders C |
FIFQX
|
Thomas Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders I |
FIFVX
|
Thomas Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders M |
FIFPX
|
Thomas Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders Z |
FIFWX
|
Thomas Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Semiconductors A |
FELAX
|
Sonu Kalra (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors C |
FELCX
|
Sonu Kalra (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors I |
FELIX
|
Sonu Kalra (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors M |
FELTX
|
Sonu Kalra (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors Z |
FIKGX
|
Sonu Kalra (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - A |
FFONX
|
Priyanshu Bakshi (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - C |
FFOQX
|
Priyanshu Bakshi (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - I |
FFOMX
|
Priyanshu Bakshi (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - M |
FFOJX
|
Priyanshu Bakshi (2026) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - Z |
FFOTX
|
Priyanshu Bakshi (2026) | 1 | 0.0 | 0.0 |
| Fidelity Climate Action |
FCAEX
|
Preeti Sayana (2026) | 2 | 5.1 | 2.6 |
| Fidelity Environment & Alternative Engy |
FSLEX
|
Preeti Sayana (2026) | 2 | 1.5 | 0.7 |
| Fidelity Founders |
FIFNX
|
Thomas Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Select Technology |
FSPTX
|
Priyanshu Bakshi (2026) | 1 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Harry Hartford (2026) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Sarah Ketterer (2026) | 2 | 0.0 | 0.0 |
| Franklin CA Tax Free Income A |
FTFQX
|
James Conn (2026) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income A1 |
FKTFX
|
James Conn (2026) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income Adv |
FCAVX
|
James Conn (2026) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income C |
FRCTX
|
James Conn (2026) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income R6 |
FKTQX
|
James Conn (2026) | 4 | 25.6 | 9.3 |
| Franklin Low Duration Total Return A |
FLDAX
|
Andrew Bryant (2026) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return Adv |
FLDZX
|
Andrew Bryant (2026) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return C |
FLDCX
|
Andrew Bryant (2026) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return R |
FLDRX
|
Andrew Bryant (2026) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return R6 |
FLRRX
|
Andrew Bryant (2026) | 5 | 6.8 | 2.9 |
| Franklin NJ Tax Free Income A |
FNJQX
|
James Conn (2026) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income A1 |
FRNJX
|
James Conn (2026) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income Adv |
FNJZX
|
James Conn (2026) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income C |
FNIIX
|
James Conn (2026) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income R6 |
FNJRX
|
James Conn (2026) | 4 | 5.8 | 4.3 |
| Franklin NY Tax Free Income A |
FNYQX
|
James Conn (2026) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income A1 |
FNYTX
|
James Conn (2026) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income Adv |
FNYAX
|
James Conn (2026) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income C |
FNYIX
|
James Conn (2026) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income R6 |
FKTJX
|
James Conn (2026) | 4 | 9.8 | 5.4 |
| FullerThaler Behav Md-Cp Eq Inst |
FTHMX
|
Frederick Stanske (2023) | 3 | 3.0 | 3.0 |
| FullerThaler Behavioral Sm-Cp Eq A |
FTHAX
|
Frederick Stanske (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq C |
FTYCX
|
Frederick Stanske (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq Inst |
FTHSX
|
Frederick Stanske (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq Inv |
FTHNX
|
Frederick Stanske (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq R6 |
FTHFX
|
Frederick Stanske (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr A |
FTXAX
|
Frederick Stanske (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr C |
FTXCX
|
Frederick Stanske (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr Inv |
FTXNX
|
Frederick Stanske (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr R6 |
FTXFX
|
Frederick Stanske (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp GrInstl |
FTXSX
|
Frederick Stanske (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behvrl Mcr-Cp Eq Instl |
FTMSX
|
Frederick Stanske (2018) | 2 | 7.6 | 7.6 |
| GMO Emerging Markets Dbt Ttl Ret IV |
GMVFX
|
Tina Vandersteel (2026) | 1 | 0.3 | 0.3 |
| GMO US Treasury |
GUSTX
|
Paul Tagliaferri (2026) | 2 | 9.1 | 4.6 |
| Glenmede Equity Income |
GEQIX
|
Alexander Atanasiu (2026) | 4 | 0.0 | 0.0 |
| Glenmede Equity Income |
GEQIX
|
Ruohao Chen (2026) | 4 | 0.0 | 0.0 |
| Glenmede Equity Income |
GEQIX
|
Vladimir de Vassal (2026) | 4 | 0.0 | 0.0 |
| Glenmede Equity Income |
GEQIX
|
Paul Sullivan (2026) | 4 | 0.0 | 0.0 |
| Glenmede Strategic Equity |
GTCEX
|
Alexander Atanasiu (2026) | 4 | 0.0 | 0.0 |
| Glenmede Strategic Equity |
GTCEX
|
Ruohao Chen (2026) | 4 | 0.0 | 0.0 |
| Glenmede Strategic Equity |
GTCEX
|
Vladimir de Vassal (2026) | 4 | 0.0 | 0.0 |
| Glenmede Strategic Equity |
GTCEX
|
Paul Sullivan (2026) | 4 | 0.0 | 0.0 |
| Goldman Sachs Commodity Strategy A |
GSCAX
|
Douglas Daly (2026) | 3 | 5.5 | 2.4 |
| Goldman Sachs Commodity Strategy C |
GSCCX
|
Douglas Daly (2026) | 3 | 5.5 | 2.4 |
| Goldman Sachs Commodity Strategy Instl |
GCCIX
|
Douglas Daly (2026) | 3 | 5.5 | 2.4 |
| Goldman Sachs Commodity Strategy Inv |
GCCTX
|
Douglas Daly (2026) | 3 | 5.5 | 2.4 |
| Goldman Sachs Commodity Strategy P |
GGRPX
|
Douglas Daly (2026) | 3 | 5.5 | 2.4 |
| Goldman Sachs Commodity Strategy R |
GCCRX
|
Douglas Daly (2026) | 3 | 5.5 | 2.4 |
| Goldman Sachs Commodity Strategy R6 |
GCCUX
|
Douglas Daly (2026) | 3 | 5.5 | 2.4 |
| Goldman Sachs Global Managed Beta Inv |
GGMIX
|
Alexandra Wilson-Elizondo (2022) | 2 | 7.2 | 5.4 |
| Goldman Sachs Global Managed Beta Inv |
GGMIX
|
Siwen Wu (2019) | 2 | 7.2 | 5.4 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Arun Sharma (2026) | 16 | 11.3 | 4.6 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Arun Sharma (2026) | 16 | 11.3 | 4.6 |
| Hartford Balanced HLS IA |
HADAX
|
Douglas McLane (2026) | 2 | 9.3 | 4.7 |
| Hartford Balanced HLS IB |
HAIBX
|
Douglas McLane (2026) | 2 | 9.3 | 4.7 |
| Hartford Emerging Markets Equity A |
HERAX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity C |
HERCX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity F |
HERFX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity I |
HERIX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R3 |
HERRX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R4 |
HERSX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R5 |
HERTX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R6 |
HERVX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity Y |
HERYX
|
Andy Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Stock HLS IA |
HSTAX
|
Timothy Casaletto (2026) | 2 | 0.1 | 0.1 |
| Hartford Stock HLS IA |
HSTAX
|
G. Thomas Levering (2026) | 2 | 0.1 | 0.1 |
| Hartford Stock HLS IB |
HIBSX
|
Timothy Casaletto (2026) | 2 | 0.1 | 0.1 |
| Hartford Stock HLS IB |
HIBSX
|
G. Thomas Levering (2026) | 2 | 0.1 | 0.1 |
| Invesco Balanced-Risk Allocation A |
ABRZX
|
Jan Grindrod (2026) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation C |
ABRCX
|
Jan Grindrod (2026) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R |
ABRRX
|
Jan Grindrod (2026) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R5 |
ABRIX
|
Jan Grindrod (2026) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R6 |
ALLFX
|
Jan Grindrod (2026) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation Y |
ABRYX
|
Jan Grindrod (2026) | 4 | 17.2 | 9.7 |
| Invesco Income Advantage U.S. Fund A |
SCAUX
|
Jan Grindrod (2026) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund C |
SCCUX
|
Jan Grindrod (2026) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund Inv |
SCNUX
|
Jan Grindrod (2026) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund R |
SCRUX
|
Jan Grindrod (2026) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund R5 |
SCIUX
|
Jan Grindrod (2026) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund R6 |
SLESX
|
Jan Grindrod (2026) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund Y |
SCAYX
|
Jan Grindrod (2026) | 4 | 5.1 | 3.8 |
| Invesco Multi-Asset Income A |
PIAFX
|
Jan Grindrod (2026) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income C |
PICFX
|
Jan Grindrod (2026) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income R |
PIRFX
|
Jan Grindrod (2026) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income R5 |
IPNFX
|
Jan Grindrod (2026) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income R6 |
PIFFX
|
Jan Grindrod (2026) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income Y |
PIYFX
|
Jan Grindrod (2026) | 4 | 14.6 | 9.0 |
| Invesco Multi-Strategy Fund A |
QVOPX
|
Jan Grindrod (2026) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund C |
QOPCX
|
Jan Grindrod (2026) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund R |
QOPNX
|
Jan Grindrod (2026) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund R5 |
FDATX
|
Jan Grindrod (2026) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund R6 |
QOPIX
|
Jan Grindrod (2026) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund Y |
QOPYX
|
Jan Grindrod (2026) | 4 | 5.8 | 4.4 |
| Leader Capital High Quality Income A |
LCATX
|
Slavik Kolesnik (2026) | 2 | 16.0 | 8.0 |
| Leader Capital High Quality Income Instl |
LCTIX
|
Slavik Kolesnik (2026) | 2 | 16.0 | 8.0 |
| Leader Capital High Quality Income Inv |
LCTRX
|
Slavik Kolesnik (2026) | 2 | 16.0 | 8.0 |
| Leader Short Term High Yield Bond Ins |
LCCIX
|
Slavik Kolesnik (2026) | 2 | 21.1 | 10.6 |
| Leader Short Term High Yield Bond Inv |
LCCMX
|
Slavik Kolesnik (2026) | 2 | 21.1 | 10.6 |
| Loomis Sayles Core Plus Bond A |
NEFRX
|
Michael Gladchun (2026) | 4 | 27.3 | 10.2 |
| Loomis Sayles Core Plus Bond C |
NECRX
|
Michael Gladchun (2026) | 4 | 27.3 | 10.2 |
| Loomis Sayles Core Plus Bond N |
NERNX
|
Michael Gladchun (2026) | 4 | 27.3 | 10.2 |
| Loomis Sayles Core Plus Bond Y |
NERYX
|
Michael Gladchun (2026) | 4 | 27.3 | 10.2 |
| Loomis Sayles Income Admin |
LBFAX
|
Scott Darci (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Income Admin |
LBFAX
|
Bryan Hazelton (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Income Instl |
LSBDX
|
Scott Darci (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Income Instl |
LSBDX
|
Bryan Hazelton (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Income N |
LSBNX
|
Scott Darci (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Income N |
LSBNX
|
Bryan Hazelton (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Income Retail |
LSBRX
|
Scott Darci (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Income Retail |
LSBRX
|
Bryan Hazelton (2026) | 4 | 19.5 | 7.4 |
| Loomis Sayles Investment Grade F/I |
LSIGX
|
Scott Darci (2026) | 4 | 19.9 | 8.4 |
| Loomis Sayles Investment Grade F/I |
LSIGX
|
Bryan Hazelton (2026) | 4 | 19.9 | 8.4 |
| MFS Mid Cap Growth A |
OTCAX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth B |
OTCBX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth C |
OTCCX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth I |
OTCIX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth R1 |
OTCGX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth R2 |
MCPRX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth R3 |
OTCHX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth R4 |
OTCJX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MFS Mid Cap Growth R6 |
OTCKX
|
Bradford Mak (2026) | 3 | 17.7 | 7.6 |
| MassMutual Overseas A |
MOSAX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| MassMutual Overseas Adm |
MOSLX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| MassMutual Overseas I |
MOSZX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| MassMutual Overseas R3 |
MOSNX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| MassMutual Overseas R4 |
MOSFX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| MassMutual Overseas R5 |
MOSSX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| MassMutual Overseas Svc |
MOSYX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| MassMutual Overseas Y |
MMOJX
|
Anthony Coniaris (2025) | 5 | 25.0 | 8.1 |
| Matthews Emerging Markets Sust Fut Inst |
MISFX
|
Mark Headley (2026) | 5 | 11.3 | 2.5 |
| Matthews Emerging Markets Sust Fut Inst |
MISFX
|
Cecilia Lau (2026) | 5 | 11.3 | 2.5 |
| Matthews Emerging Markets Sust Fut Inv |
MASGX
|
Mark Headley (2026) | 5 | 11.3 | 2.5 |
| Matthews Emerging Markets Sust Fut Inv |
MASGX
|
Cecilia Lau (2026) | 5 | 11.3 | 2.5 |
| Multi-Manager Intl Eq Strats Instl |
CMIEX
|
Des Armstrong (2026) | 24 | 8.2 | 4.5 |
| Multi-Manager Intl Eq Strats Instl |
CMIEX
|
Thomas Miedema (2026) | 24 | 8.2 | 4.5 |
| NYLI Balanced Class A |
MBNAX
|
Amit Soni (2026) | 11 | 9.4 | 1.9 |
| NYLI Balanced Class C |
MBACX
|
Amit Soni (2026) | 11 | 9.4 | 1.9 |
| NYLI Balanced Class I |
MBAIX
|
Amit Soni (2026) | 11 | 9.4 | 1.9 |
| NYLI Balanced Class R6 |
MBERX
|
Amit Soni (2026) | 11 | 9.4 | 1.9 |
| NYLI Balanced Investor Class |
MBINX
|
Amit Soni (2026) | 11 | 9.4 | 1.9 |
| NYLI Income Builder Class A |
MTRAX
|
Amit Soni (2026) | 12 | 12.4 | 3.5 |
| NYLI Income Builder Class C |
MCTRX
|
Amit Soni (2026) | 12 | 12.4 | 3.5 |
| NYLI Income Builder Class I |
MTOIX
|
Amit Soni (2026) | 12 | 12.4 | 3.5 |
| NYLI Income Builder Class R6 |
MTODX
|
Amit Soni (2026) | 12 | 12.4 | 3.5 |
| NYLI Income Builder Investor Class |
MTINX
|
Amit Soni (2026) | 12 | 12.4 | 3.5 |
| NYLI Income Builder SIMPLE Class |
MTISX
|
Amit Soni (2026) | 12 | 12.4 | 3.5 |
| Nationwide Bailard Intl Eqs A |
NWHJX
|
Irene Liando (2026) | 2 | 11.3 | 5.7 |
| Nationwide Bailard Intl Eqs Instl Svc |
NWHNX
|
Irene Liando (2026) | 2 | 11.3 | 5.7 |
| Nationwide Bailard Intl Eqs M |
NWHLX
|
Irene Liando (2026) | 2 | 11.3 | 5.7 |
| Nationwide Bailard Intl Eqs R6 |
NWHMX
|
Irene Liando (2026) | 2 | 11.3 | 5.7 |
| Overlay Shares Enhanced Equity |
OVEEX
|
Shawn Gibson (2026) | 2 | 0.1 | 0.1 |
| Overlay Shares Enhanced Equity |
OVEEX
|
Adam Stewart (2026) | 2 | 0.1 | 0.1 |
| Overlay Shares Hedged Equity |
OVHEX
|
Shawn Gibson (2026) | 2 | 0.1 | 0.1 |
| Overlay Shares Hedged Equity |
OVHEX
|
Adam Stewart (2026) | 2 | 0.1 | 0.1 |
| PACE Global Real Estate Securities A |
PREAX
|
Jon Cheigh (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities A |
PREAX
|
William Leung (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities A |
PREAX
|
Rogier Quirijns (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities A |
PREAX
|
Jason Yablon (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities A |
PREAX
|
Ji Zhang (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities P |
PREQX
|
Jon Cheigh (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities P |
PREQX
|
William Leung (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities P |
PREQX
|
Rogier Quirijns (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities P |
PREQX
|
Jason Yablon (2026) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities P |
PREQX
|
Ji Zhang (2026) | 9 | 16.6 | 3.1 |
| Principal International Bond R-6 |
PIBRX
|
Jeff Callahan (2026) | 2 | 0.4 | 0.4 |
| Principal International Bond R-6 |
PIBRX
|
Chee Sin Koh (2026) | 2 | 0.4 | 0.4 |
| Six Circles Credit Opportunities |
CRDOX
|
Jonathan Graves (2026) | 48 | 6.0 | 3.4 |
| Six Circles Credit Opportunities |
CRDOX
|
James Mauro (2026) | 48 | 6.0 | 3.4 |
| Six Circles Credit Opportunities |
CRDOX
|
Marcus Tom (2026) | 48 | 6.0 | 3.4 |
| Six Circles Global Bond |
CGLBX
|
Jonathan Graves (2026) | 16 | 6.2 | 4.1 |
| Six Circles Global Bond |
CGLBX
|
James Mauro (2026) | 16 | 6.2 | 4.1 |
| Six Circles Global Bond |
CGLBX
|
Marcus Tom (2026) | 16 | 6.2 | 4.1 |
| Six Circles Tax Aware Bond |
CBTAX
|
Jonathan Graves (2026) | 19 | 6.2 | 3.8 |
| Six Circles Tax Aware Bond |
CBTAX
|
James Mauro (2026) | 19 | 6.2 | 3.8 |
| Six Circles Tax Aware Bond |
CBTAX
|
Marcus Tom (2026) | 19 | 6.2 | 3.8 |
| Six Circles Tax Aware Intermediate Dur |
CUTAX
|
Jonathan Graves (2026) | 13 | 8.1 | 3.4 |
| Six Circles Tax Aware Intermediate Dur |
CUTAX
|
James Mauro (2026) | 13 | 8.1 | 3.4 |
| Six Circles Tax Aware Intermediate Dur |
CUTAX
|
Marcus Tom (2026) | 13 | 8.1 | 3.4 |
| Strategic Advisers Fidelity Core Inc |
FIWGX
|
Alan Kurd (2026) | 2 | 7.8 | 3.9 |
| Strategic Advisers Fidelity Shrt Dur |
FFPLX
|
Sameer Yadav (2026) | 2 | 0.6 | 0.3 |
| T. Rowe Price Global Real Estate |
TRGRX
|
Kim Tracey (2026) | 2 | 0.6 | 0.3 |
| T. Rowe Price Global Real Estate Adv |
PAGEX
|
Kim Tracey (2026) | 2 | 0.6 | 0.3 |
| T. Rowe Price Global Real Estate I |
TIRGX
|
Kim Tracey (2026) | 2 | 0.6 | 0.3 |
| Touchstone Flexible Income A |
FFSAX
|
Arif Joshi (2026) | 4 | 7.7 | 5.8 |
| Touchstone Flexible Income C |
FRACX
|
Arif Joshi (2026) | 4 | 7.7 | 5.8 |
| Touchstone Flexible Income Instl |
TFSLX
|
Arif Joshi (2026) | 4 | 7.7 | 5.8 |
| Touchstone Flexible Income Y |
MXIIX
|
Arif Joshi (2026) | 4 | 7.7 | 5.8 |
| Transamerica High Yield Muni A |
THAYX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| Transamerica High Yield Muni C |
THCYX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| Transamerica High Yield Muni I |
THYIX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| Transamerica High Yield Muni I2 |
THYTX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni A |
TAMUX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni C |
TCMUX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni I |
TIMUX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni I2 |
TIMTX
|
Lincoln James (2026) | 2 | 4.7 | 2.4 |
| VALIC Company I Systematic Growth |
VCBCX
|
Matthew Kyller (2023) | 4 | 4.6 | 3.3 |
| VALIC Company I Systematic Value |
VBCVX
|
Matthew Kyller (2021) | 2 | 6.8 | 5.8 |
| Vanguard Advice Select Dividend Gr Admrl |
VADGX
|
Timothy Casaletto (2026) | 2 | 0.1 | 0.1 |
| Vanguard Advice Select Dividend Gr Admrl |
VADGX
|
G. Thomas Levering (2026) | 2 | 0.1 | 0.1 |
| Vanguard Dividend Growth Inv |
VDIGX
|
Timothy Casaletto (2026) | 2 | 0.1 | 0.1 |
| Vanguard Dividend Growth Inv |
VDIGX
|
G. Thomas Levering (2026) | 2 | 0.1 | 0.1 |
| Vanguard Explorer Adm |
VEXRX
|
David Corris (2026) | 9 | 13.0 | 6.5 |
| Vanguard Explorer Adm |
VEXRX
|
Prashant Jeyaganesh (2026) | 9 | 13.0 | 6.5 |
| Vanguard Explorer Inv |
VEXPX
|
David Corris (2026) | 9 | 13.0 | 6.5 |
| Vanguard Explorer Inv |
VEXPX
|
Prashant Jeyaganesh (2026) | 9 | 13.0 | 6.5 |
| Vanguard Growth & Income Adm |
VGIAX
|
Ann Holcomb (2026) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Adm |
VGIAX
|
Jason(Jay) Nogueira (2026) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Adm |
VGIAX
|
Jason Polun (2026) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Inv |
VQNPX
|
Ann Holcomb (2026) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Inv |
VQNPX
|
Jason(Jay) Nogueira (2026) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Inv |
VQNPX
|
Jason Polun (2026) | 6 | 2.9 | 1.0 |
| Vanguard International Dividend Gr Inv |
VIDGX
|
Silas Brown (2026) | 1 | 0.1 | 0.1 |
| Virtus Ceredex Small-Cap Value Eq A |
SASVX
|
Jason Fraser (2026) | 2 | 3.5 | 1.8 |
| Virtus Ceredex Small-Cap Value Eq I |
SCETX
|
Jason Fraser (2026) | 2 | 3.5 | 1.8 |
| Virtus Ceredex Small-Cap Value Eq R6 |
VVERX
|
Jason Fraser (2026) | 2 | 3.5 | 1.8 |
| Virtus Stone Harbor EMD MACS |
VMALX
|
Darin Batchman (2026) | 5 | 1.5 | 0.4 |
| Virtus Stone Harbor EMD MACS |
VMALX
|
Richard Lange (2026) | 5 | 1.5 | 0.4 |
| Virtus Stone Harbor EMD MACS |
VMALX
|
Steffen Reichold (2026) | 5 | 1.5 | 0.4 |
| Virtus Stone Harbor EMD MACS |
VMALX
|
Stuart Sclater-Booth (2026) | 5 | 1.5 | 0.4 |
| Virtus Stone Harbor Emerg Mkts Dbt Inc A |
VSHCX
|
Darin Batchman (2026) | 5 | 19.0 | 5.6 |
| Virtus Stone Harbor Emerg Mkts Dbt Inc A |
VSHCX
|
Richard Lange (2026) | 5 | 19.0 | 5.6 |
| Virtus Stone Harbor Emerg Mkts Dbt Inc A |
VSHCX
|
Steffen Reichold (2026) | 5 | 19.0 | 5.6 |
| Virtus Stone Harbor Emerg Mkts Dbt Inc I |
SHMDX
|
Darin Batchman (2026) | 5 | 19.0 | 5.6 |
| Virtus Stone Harbor Emerg Mkts Dbt Inc I |
SHMDX
|
Richard Lange (2026) | 5 | 19.0 | 5.6 |
| Virtus Stone Harbor Emerg Mkts Dbt Inc I |
SHMDX
|
Steffen Reichold (2026) | 5 | 19.0 | 5.6 |
| Virtus Stone Harbor Emerging Mkts Bond A |
VSHAX
|
Steffen Reichold (2026) | 5 | 15.2 | 6.0 |
| Virtus Stone Harbor Emerging Mkts Bond I |
SHCDX
|
Steffen Reichold (2026) | 5 | 15.2 | 6.0 |
| Virtus Stone Harbor Local Markets A |
VSHEX
|
Darin Batchman (2026) | 5 | 16.1 | 5.0 |
| Virtus Stone Harbor Local Markets A |
VSHEX
|
Richard Lange (2026) | 5 | 16.1 | 5.0 |
| Virtus Stone Harbor Local Markets A |
VSHEX
|
Steffen Reichold (2026) | 5 | 16.1 | 5.0 |
| Virtus Stone Harbor Local Markets I |
SHLMX
|
Darin Batchman (2026) | 5 | 16.1 | 5.0 |
| Virtus Stone Harbor Local Markets I |
SHLMX
|
Richard Lange (2026) | 5 | 16.1 | 5.0 |
| Virtus Stone Harbor Local Markets I |
SHLMX
|
Steffen Reichold (2026) | 5 | 16.1 | 5.0 |
| Virtus Tactical Allocation A |
NAINX
|
Chris Armbruster (2020) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation A |
NAINX
|
Noran Eid (2023) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation A |
NAINX
|
Hyung Kim (2019) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation A |
NAINX
|
Victor Zimmermann (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation C |
POICX
|
Chris Armbruster (2020) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation C |
POICX
|
Noran Eid (2023) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation C |
POICX
|
Hyung Kim (2019) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation C |
POICX
|
Victor Zimmermann (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation I |
VTAIX
|
Chris Armbruster (2020) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation I |
VTAIX
|
Noran Eid (2023) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation I |
VTAIX
|
Hyung Kim (2019) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation I |
VTAIX
|
Victor Zimmermann (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation R6 |
VTARX
|
Chris Armbruster (2020) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation R6 |
VTARX
|
Noran Eid (2023) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation R6 |
VTARX
|
Hyung Kim (2019) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation R6 |
VTARX
|
Victor Zimmermann (2026) | 6 | 14.6 | 6.1 |
| Voya Inflation Protected Bond Plus A |
IPBDX
|
Sean Banai (2024) | 4 | 1.7 | 1.0 |
| Voya Inflation Protected Bond Plus A |
IPBDX
|
Rajen Jadav (2026) | 4 | 1.7 | 1.0 |
| Voya Inflation Protected Bond Plus A |
IPBDX
|
Anuranjan Sharma (2024) | 4 | 1.7 | 1.0 |
| Voya Inflation Protected Bond Plus A |
IPBDX
|
Vinay Viralam (2026) | 4 | 1.7 | 1.0 |
| Voya MidCap Opportunities A |
NMCAX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities A |
NMCAX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities C |
NMCCX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities C |
NMCCX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities I |
NMCIX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities I |
NMCIX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port A |
IAMOX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port A |
IAMOX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port I |
IIMOX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port I |
IIMOX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port R6 |
VMCRX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port R6 |
VMCRX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S |
ISMOX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S |
ISMOX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S2 |
IMOPX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S2 |
IMOPX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R |
IMORX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R |
IMORX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R6 |
IMOZX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R6 |
IMOZX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities W |
IMOWX
|
John Coyle, Jr. (2026) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities W |
IMOWX
|
Raymond Cunha (2026) | 2 | 0.0 | 0.0 |
| Waycross Focused Core Equity Fund |
WAYFX
|
Evan Ferreby (2026) | 3 | 5.6 | 3.9 |
| Waycross Managed Risk Equity Fund |
WAYEX
|
Evan Ferreby (2026) | 5 | 11.3 | 5.3 |
(Data as of 7/31/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| AB Concentrated Growth A |
WPASX
|
James Tierney (2009) | 1 | 1.3 | 1.3 |
| AB Concentrated Growth Advisor |
WPSGX
|
James Tierney (2009) | 1 | 1.3 | 1.3 |
| AB Concentrated Growth C |
WPCSX
|
James Tierney (2009) | 1 | 1.3 | 1.3 |
| AB Concentrated Growth I |
WPSIX
|
James Tierney (2009) | 1 | 1.3 | 1.3 |
| AB Concentrated Growth Z |
WPSZX
|
James Tierney (2009) | 1 | 1.3 | 1.3 |
| AB Growth A |
AGRFX
|
Vinay Thapar (2023) | 4 | 13.4 | 3.8 |
| AB Growth Advisor |
AGRYX
|
Vinay Thapar (2023) | 4 | 13.4 | 3.8 |
| AB Growth C |
AGRCX
|
Vinay Thapar (2023) | 4 | 13.4 | 3.8 |
| AB Growth I |
AGFIX
|
Vinay Thapar (2023) | 4 | 13.4 | 3.8 |
| American Century Growth A |
TCRAX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth A |
TCRAX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth C |
TWRCX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth C |
TWRCX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth G |
ACIHX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth G |
ACIHX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth I |
TWGIX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth I |
TWGIX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth Inv |
TWCGX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth Inv |
TWCGX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth R |
AGWRX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth R |
AGWRX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth R5 |
AGWUX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth R5 |
AGWUX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth R6 |
AGRDX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth R6 |
AGRDX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| American Century Growth Y |
AGYWX
|
Justin Brown (2016) | 2 | 6.4 | 3.3 |
| American Century Growth Y |
AGYWX
|
Joseph Reiland (2021) | 2 | 6.4 | 3.3 |
| BNY Mellon Bond Market Index I |
DBIRX
|
Gregg Lee (2021) | 2 | 1.1 | 0.6 |
| BNY Mellon Bond Market Index Inv |
DBMIX
|
Gregg Lee (2021) | 2 | 1.1 | 0.6 |
| BNY Mellon Global Stock - A |
DGLAX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - C |
DGLCX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - I |
DGLRX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| BNY Mellon Global Stock - Y |
DGLYX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund A |
DISAX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund C |
DISCX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund I |
DISRX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| BNY Mellon International Stock Fund Y |
DISYX
|
Fraser Fox (2022) | 5 | 17.3 | 7.8 |
| Barrow Hanley Total Return Bond I |
BTRIX
|
Scott McDonald (2022) | 4 | 4.3 | 3.2 |
| Bridge Builder Large Cap Value |
BBVLX
|
Peter Fisher (2021) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Jennifer Hsui (2019) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Peter Sietsema (2022) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Matt Waldron (2025) | 23 | 11.3 | 3.9 |
| Bridge Builder Large Cap Value |
BBVLX
|
Steven White (2025) | 23 | 11.3 | 3.9 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Jennifer Hsui (2019) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Peter Sietsema (2022) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Matt Waldron (2025) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Steven White (2025) | 26 | 11.3 | 3.0 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Jennifer Hsui (2019) | 23 | 11.3 | 5.5 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Peter Sietsema (2022) | 23 | 11.3 | 5.5 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Matt Waldron (2025) | 23 | 11.3 | 5.5 |
| Bridge Builder Small/Mid Cap Value |
BBVSX
|
Steven White (2025) | 23 | 11.3 | 5.5 |
| Bridge Builder Tax Managed Intl Eq |
BBTIX
|
Paul Bouchey (2022) | 17 | 4.2 | 2.5 |
| Bridge Builder Tax Managed Intl Eq |
BBTIX
|
Fraser Fox (2022) | 17 | 4.2 | 2.5 |
| Bridge Builder Tax Managed Large Cap |
BBTLX
|
Paul Bouchey (2022) | 10 | 4.2 | 3.3 |
| Bridge Builder Tax Managed Sm/Md Cp |
BBTSX
|
Paul Bouchey (2022) | 17 | 4.2 | 2.8 |
| Capital Advisors Growth Investor |
CIAOX
|
Keith Goddard (2001) | 1 | 0.1 | 0.1 |
| Capital Advisors Growth Investor |
CIAOX
|
Steven Soranno (2017) | 1 | 0.1 | 0.1 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Antonio Ballestas (2021) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Jeff Kusmierz (2021) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Julie Lee (2021) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Alex Ryer (2021) | 12 | 2.0 | 0.3 |
| Catholic Rspnsbl Invstmnts Small-Cap Ins |
CRSSX
|
Andrew Zagarri (2021) | 12 | 2.0 | 0.3 |
| ClearBridge Small Cap A |
LMSAX
|
Albert Grosman (2011) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap A |
LMSAX
|
Brian Lund (2013) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap C |
LMASX
|
Albert Grosman (2011) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap C |
LMASX
|
Brian Lund (2013) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap FI |
LGASX
|
Albert Grosman (2011) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap FI |
LGASX
|
Brian Lund (2013) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap I |
LMNSX
|
Albert Grosman (2011) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap I |
LMNSX
|
Brian Lund (2013) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap IS |
LISGX
|
Albert Grosman (2011) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap IS |
LISGX
|
Brian Lund (2013) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap R |
LMARX
|
Albert Grosman (2011) | 2 | 0.1 | 0.1 |
| ClearBridge Small Cap R |
LMARX
|
Brian Lund (2013) | 2 | 0.1 | 0.1 |
| DWS California Tax-Free Income A |
KCTAX
|
Michael Generazo (2010) | 2 | 27.4 | 13.7 |
| DWS California Tax-Free Income C |
KCTCX
|
Michael Generazo (2010) | 2 | 27.4 | 13.7 |
| DWS California Tax-Free Income Instl |
DCLIX
|
Michael Generazo (2010) | 2 | 27.4 | 13.7 |
| DWS California Tax-Free Income S |
SDCSX
|
Michael Generazo (2010) | 2 | 27.4 | 13.7 |
| DWS GNMA A |
GGGGX
|
Hyun Lee (2023) | 3 | 3.5 | 1.9 |
| DWS GNMA C |
GCGGX
|
Hyun Lee (2023) | 3 | 3.5 | 1.9 |
| DWS GNMA Inst |
GIGGX
|
Hyun Lee (2023) | 3 | 3.5 | 1.9 |
| DWS GNMA R6 |
GRRGX
|
Hyun Lee (2023) | 3 | 3.5 | 1.9 |
| DWS GNMA S |
SGINX
|
Hyun Lee (2023) | 3 | 3.5 | 1.9 |
| DWS Managed Municipal Bond A |
SMLAX
|
Michael Generazo (2010) | 2 | 26.6 | 17.1 |
| DWS Managed Municipal Bond C |
SMLCX
|
Michael Generazo (2010) | 2 | 26.6 | 17.1 |
| DWS Managed Municipal Bond Inst |
SMLIX
|
Michael Generazo (2010) | 2 | 26.6 | 17.1 |
| DWS Managed Municipal Bond S |
SCMBX
|
Michael Generazo (2010) | 2 | 26.6 | 17.1 |
| DWS Massachusetts Tax Free A |
SQMAX
|
Michael Generazo (2018) | 2 | 4.8 | 2.4 |
| DWS Massachusetts Tax Free C |
SQMCX
|
Michael Generazo (2018) | 2 | 4.8 | 2.4 |
| DWS Massachusetts Tax Free S |
SCMAX
|
Michael Generazo (2018) | 2 | 4.8 | 2.4 |
| DWS Massachusetts Tax-Free Instl |
DMAIX
|
Michael Generazo (2018) | 2 | 4.8 | 2.4 |
| DWS New York Tax-Free Income A |
KNTAX
|
Michael Generazo (2021) | 2 | 21.6 | 12.7 |
| DWS New York Tax-Free Income C |
KNTCX
|
Michael Generazo (2021) | 2 | 21.6 | 12.7 |
| DWS New York Tax-Free Income Instl |
DNTIX
|
Michael Generazo (2021) | 2 | 21.6 | 12.7 |
| DWS New York Tax-Free Income S |
SNWYX
|
Michael Generazo (2021) | 2 | 21.6 | 12.7 |
| DWS Strategic High Yield Tax-Free A |
NOTAX
|
Michael Generazo (2018) | 2 | 7.6 | 6.2 |
| DWS Strategic High Yield Tax-Free C |
NOTCX
|
Michael Generazo (2018) | 2 | 7.6 | 6.2 |
| DWS Strategic High Yield Tax-Free Inst |
NOTIX
|
Michael Generazo (2018) | 2 | 7.6 | 6.2 |
| DWS Strategic High Yield Tax-Free S |
SHYTX
|
Michael Generazo (2018) | 2 | 7.6 | 6.2 |
| Destinations Core Fixed Income I |
DCFFX
|
Joseph Marvan (2020) | 11 | 9.4 | 4.8 |
| Destinations Core Fixed Income Z |
DCFZX
|
Joseph Marvan (2020) | 11 | 9.4 | 4.8 |
| Destinations Global Fixed Income Opps I |
DGFFX
|
Paul Kamenski (2024) | 11 | 9.4 | 4.0 |
| Destinations Global Fixed Income Opps I |
DGFFX
|
Luz Padilla (2017) | 11 | 9.4 | 4.0 |
| Destinations Global Fixed Income Opps Z |
DGFZX
|
Paul Kamenski (2024) | 11 | 9.4 | 4.0 |
| Destinations Global Fixed Income Opps Z |
DGFZX
|
Luz Padilla (2017) | 11 | 9.4 | 4.0 |
| Destinations Low Duration Fixed Inc I |
DLDFX
|
Luz Padilla (2017) | 9 | 9.4 | 5.7 |
| Destinations Low Duration Fixed Inc Z |
DLDZX
|
Luz Padilla (2017) | 9 | 9.4 | 5.7 |
| Destinations Municipal Fixed Income I |
DMFFX
|
Phillip Hooks (2024) | 9 | 6.0 | 3.4 |
| Destinations Municipal Fixed Income Z |
DMFZX
|
Phillip Hooks (2024) | 9 | 6.0 | 3.4 |
| Domini Impact International Equity Instl |
DOMOX
|
Andrew Gossard (2026) | 3 | 4.7 | 2.4 |
| Domini Impact International Equity Inv |
DOMIX
|
Andrew Gossard (2026) | 3 | 4.7 | 2.4 |
| Domini Impact International Equity Y |
DOMYX
|
Andrew Gossard (2026) | 3 | 4.7 | 2.4 |
| Driehaus Global Fund |
DMAGX
|
Howard Schwab (2017) | 2 | 9.3 | 6.3 |
| EA Bridgeway Aggressive Investors ETF |
BAGX
|
Elena Khoziaeva (2005) | 4 | 32.0 | 14.2 |
| EA Bridgeway Aggressive Investors ETF |
BAGX
|
John Montgomery (1994) | 4 | 32.0 | 14.2 |
| EA Bridgeway Aggressive Investors ETF |
BAGX
|
Jacob Pozharny (2024) | 4 | 32.0 | 14.2 |
| EA Bridgeway Aggressive Investors ETF |
BAGX
|
Christine Wang (2024) | 4 | 32.0 | 14.2 |
| EA Bridgeway Select Small-Cap Value ETF |
BRSV
|
Elena Khoziaeva (2005) | 4 | 22.8 | 11.9 |
| EA Bridgeway Select Small-Cap Value ETF |
BRSV
|
John Montgomery (2003) | 4 | 22.8 | 11.9 |
| EA Bridgeway Select Small-Cap Value ETF |
BRSV
|
Jacob Pozharny (2024) | 4 | 22.8 | 11.9 |
| EA Bridgeway Select Small-Cap Value ETF |
BRSV
|
Christine Wang (2024) | 4 | 22.8 | 11.9 |
| EA Bridgeway Ultra-Small Company Mkt ETF |
BUSM
|
Andrew Berkin (2024) | 4 | 29.0 | 16.9 |
| EA Bridgeway Ultra-Small Company Mkt ETF |
BUSM
|
Elena Khoziaeva (2005) | 4 | 29.0 | 16.9 |
| EA Bridgeway Ultra-Small Company Mkt ETF |
BUSM
|
John Montgomery (1997) | 4 | 29.0 | 16.9 |
| EA Bridgeway Ultra-Small Company Mkt ETF |
BUSM
|
Christine Wang (2010) | 4 | 29.0 | 16.9 |
| Empower Core Bond Instl |
MXIUX
|
Joseph Marvan (2017) | 7 | 9.3 | 4.6 |
| Empower Core Bond Inv |
MXFDX
|
Joseph Marvan (2017) | 7 | 9.3 | 4.6 |
| Fidelity Advisor Founders A |
FIFOX
|
Tom Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders C |
FIFQX
|
Tom Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders I |
FIFVX
|
Tom Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders M |
FIFPX
|
Tom Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Founders Z |
FIFWX
|
Tom Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Advisor Semiconductors A |
FELAX
|
Adam Benjamin (2020) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors C |
FELCX
|
Adam Benjamin (2020) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors I |
FELIX
|
Adam Benjamin (2020) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors M |
FELTX
|
Adam Benjamin (2020) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Semiconductors Z |
FIKGX
|
Adam Benjamin (2020) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - A |
FFONX
|
Adam Benjamin (2022) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - C |
FFOQX
|
Adam Benjamin (2022) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - I |
FFOMX
|
Adam Benjamin (2022) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - M |
FFOJX
|
Adam Benjamin (2022) | 1 | 0.0 | 0.0 |
| Fidelity Advisor Technology - Z |
FFOTX
|
Adam Benjamin (2022) | 1 | 0.0 | 0.0 |
| Fidelity Founders |
FIFNX
|
Tom Williams (2025) | 1 | 1.3 | 1.3 |
| Fidelity Select Technology |
FSPTX
|
Adam Benjamin (2022) | 1 | 0.0 | 0.0 |
| First American Multi-Manager FI Instl |
FAFIX
|
John Spagnola (2017) | 17 | 8.6 | 5.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Rakesh Bordia (2025) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Brendan Bradley (2019) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Caroline Cai (2025) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Adam Child (2023) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Allison Fisch (2025) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Drew French (2026) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Ben Lambert (2024) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Patrick Mahoney (2023) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
James Palmer (2025) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Surya Pisapati (2017) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Rob Quirk (2026) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
John Spagnola (2017) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Akhil Subramanian (2025) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Andrew Wiechert (2026) | 2 | 0.0 | 0.0 |
| First American Multi-Manager IntlEqInstl |
FAIEX
|
Fanesca Young (2023) | 2 | 0.0 | 0.0 |
| First American Multi-ManagerDomstEqInstl |
FAEQX
|
John Spagnola (2017) | 16 | 8.6 | 1.9 |
| Franklin CA Tax Free Income A |
FTFQX
|
John Wiley (1991) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income A1 |
FKTFX
|
John Wiley (1991) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income Adv |
FCAVX
|
John Wiley (1991) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income C |
FRCTX
|
John Wiley (1991) | 4 | 25.6 | 9.3 |
| Franklin CA Tax Free Income R6 |
FKTQX
|
John Wiley (1991) | 4 | 25.6 | 9.3 |
| Franklin Low Duration Total Return A |
FLDAX
|
Kent Burns (2004) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return Adv |
FLDZX
|
Kent Burns (2004) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return C |
FLDCX
|
Kent Burns (2004) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return R |
FLDRX
|
Kent Burns (2004) | 5 | 6.8 | 2.9 |
| Franklin Low Duration Total Return R6 |
FLRRX
|
Kent Burns (2004) | 5 | 6.8 | 2.9 |
| Franklin MI Tax-Free Inc A |
FMQTX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MI Tax-Free Inc A1 |
FTTMX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MI Tax-Free Inc Adv |
FMTFX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MI Tax-Free Inc C |
FRMTX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MI Tax-Free Inc R6 |
FKTNX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MN Tax-Free Inc A |
FMNQX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MN Tax-Free Inc A1 |
FMINX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MN Tax-Free Inc Adv |
FMNZX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MN Tax-Free Inc C |
FMNIX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin MN Tax-Free Inc R6 |
FKTDX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin NJ Tax Free Income A |
FNJQX
|
John Wiley (2020) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income A1 |
FRNJX
|
John Wiley (2020) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income Adv |
FNJZX
|
John Wiley (2020) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income C |
FNIIX
|
John Wiley (2020) | 4 | 5.8 | 4.3 |
| Franklin NJ Tax Free Income R6 |
FNJRX
|
John Wiley (2020) | 4 | 5.8 | 4.3 |
| Franklin NY Tax Free Income A |
FNYQX
|
John Wiley (2020) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income A1 |
FNYTX
|
John Wiley (2020) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income Adv |
FNYAX
|
John Wiley (2020) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income C |
FNYIX
|
John Wiley (2020) | 4 | 9.8 | 5.4 |
| Franklin NY Tax Free Income R6 |
FKTJX
|
John Wiley (2020) | 4 | 9.8 | 5.4 |
| Franklin OH Tax-Free Inc A |
FOHQX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin OH Tax-Free Inc A1 |
FTOIX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin OH Tax-Free Inc Adv |
FROZX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin OH Tax-Free Inc C |
FOITX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| Franklin OH Tax-Free Inc R6 |
FKTOX
|
John Wiley (2020) | 3 | 5.8 | 5.8 |
| FullerThaler Behav Md-Cp Eq Inst |
FTHMX
|
Frederick Stanske, CFA (2023) | 3 | 3.0 | 3.0 |
| FullerThaler Behavioral Sm-Cp Eq A |
FTHAX
|
Frederick Stanske, CFA (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq C |
FTYCX
|
Frederick Stanske, CFA (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq Inst |
FTHSX
|
Frederick Stanske, CFA (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq Inv |
FTHNX
|
Frederick Stanske, CFA (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Eq R6 |
FTHFX
|
Frederick Stanske, CFA (2015) | 3 | 13.4 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr A |
FTXAX
|
Frederick Stanske, CFA (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr C |
FTXCX
|
Frederick Stanske, CFA (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr Inv |
FTXNX
|
Frederick Stanske, CFA (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp Gr R6 |
FTXFX
|
Frederick Stanske, CFA (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behavioral Sm-Cp GrInstl |
FTXSX
|
Frederick Stanske, CFA (2017) | 2 | 8.6 | 8.6 |
| FullerThaler Behvrl Mcr-Cp Eq Instl |
FTMSX
|
Frederick Stanske, CFA (2018) | 2 | 7.6 | 7.6 |
| Glenmede Equity Income |
GEQIX
|
John Kichula (2020) | 4 | 0.0 | 0.0 |
| Glenmede Equity Income |
GEQIX
|
Mark Livingston (2020) | 4 | 0.0 | 0.0 |
| Glenmede Strategic Equity |
GTCEX
|
John Kichula (2015) | 4 | 0.0 | 0.0 |
| Glenmede Strategic Equity |
GTCEX
|
Mark Livingston (2016) | 4 | 0.0 | 0.0 |
| Goldman Sachs Tactical Tilt Overlay P |
GSLPX
|
David Hale (2015) | 2 | 12.0 | 9.6 |
| Goldman Sachs Tactical Tilt OverlayInstl |
TTIFX
|
David Hale (2015) | 2 | 12.0 | 9.6 |
| GuideStone Funds International Eq Instl |
GIEYX
|
Daniel Ling (2016) | 19 | 18.4 | 6.0 |
| GuideStone Funds International Eq Inv |
GIEZX
|
Daniel Ling (2016) | 19 | 18.4 | 6.0 |
| Harding Loevner Intl Dev Mkts Sel Eq ETF |
LOEV
|
Uday Cheruvu (2024) | 4 | 3.8 | 3.5 |
| Harding Loevner Intl Dev Mkts Sel Eq ETF |
LOEV
|
Ferrill Roll (2022) | 4 | 3.8 | 3.5 |
| Harding Loevner Intl Dev Mkts Sel Eq ETF |
LOEV
|
Patrick Todd (2022) | 4 | 3.8 | 3.5 |
| Harding Loevner Intl Dev Mkts Sel Eq ETF |
LOEV
|
Andrew West (2022) | 4 | 3.8 | 3.5 |
| Hartford Balanced HLS IA |
HADAX
|
Matthew Hand (2020) | 2 | 9.3 | 4.7 |
| Hartford Balanced HLS IA |
HADAX
|
Adam Illfelder (2017) | 2 | 9.3 | 4.7 |
| Hartford Balanced HLS IB |
HAIBX
|
Matthew Hand (2020) | 2 | 9.3 | 4.7 |
| Hartford Balanced HLS IB |
HAIBX
|
Adam Illfelder (2017) | 2 | 9.3 | 4.7 |
| Hartford Emerging Markets Equity A |
HERAX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity C |
HERCX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity F |
HERFX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity I |
HERIX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R3 |
HERRX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R4 |
HERSX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R5 |
HERTX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity R6 |
HERVX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Emerging Markets Equity Y |
HERYX
|
Andrew Gossard (2026) | 3 | 6.4 | 3.0 |
| Hartford Stock HLS IA |
HSTAX
|
Peter Fisher (2020) | 2 | 0.1 | 0.1 |
| Hartford Stock HLS IB |
HIBSX
|
Peter Fisher (2020) | 2 | 0.1 | 0.1 |
| Invesco Balanced-Risk Allocation A |
ABRZX
|
Alessio de Longis (2024) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation A |
ABRZX
|
Scott Wolle (2009) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation C |
ABRCX
|
Alessio de Longis (2024) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation C |
ABRCX
|
Scott Wolle (2009) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R |
ABRRX
|
Alessio de Longis (2024) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R |
ABRRX
|
Scott Wolle (2009) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R5 |
ABRIX
|
Alessio de Longis (2024) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R5 |
ABRIX
|
Scott Wolle (2009) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R6 |
ALLFX
|
Alessio de Longis (2024) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation R6 |
ALLFX
|
Scott Wolle (2009) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation Y |
ABRYX
|
Alessio de Longis (2024) | 4 | 17.2 | 9.7 |
| Invesco Balanced-Risk Allocation Y |
ABRYX
|
Scott Wolle (2009) | 4 | 17.2 | 9.7 |
| Invesco Equally-Wtd S&P 500 A |
VADAX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco Equally-Wtd S&P 500 C |
VADCX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco Equally-Wtd S&P 500 R |
VADRX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco Equally-Wtd S&P 500 R6 |
VADFX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco Equally-Wtd S&P 500 Y |
VADDX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco Income Advantage U.S. Fund A |
SCAUX
|
Scott Wolle (2021) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund C |
SCCUX
|
Scott Wolle (2021) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund Inv |
SCNUX
|
Scott Wolle (2021) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund R |
SCRUX
|
Scott Wolle (2021) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund R5 |
SCIUX
|
Scott Wolle (2021) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund R6 |
SLESX
|
Scott Wolle (2021) | 4 | 5.1 | 3.8 |
| Invesco Income Advantage U.S. Fund Y |
SCAYX
|
Scott Wolle (2021) | 4 | 5.1 | 3.8 |
| Invesco Multi-Asset Income A |
PIAFX
|
Scott Wolle (2011) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income C |
PICFX
|
Scott Wolle (2011) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income R |
PIRFX
|
Scott Wolle (2011) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income R5 |
IPNFX
|
Scott Wolle (2011) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income R6 |
PIFFX
|
Scott Wolle (2011) | 4 | 14.6 | 9.0 |
| Invesco Multi-Asset Income Y |
PIYFX
|
Scott Wolle (2011) | 4 | 14.6 | 9.0 |
| Invesco Multi-Strategy Fund A |
QVOPX
|
Scott Wolle (2020) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund C |
QOPCX
|
Scott Wolle (2020) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund R |
QOPNX
|
Scott Wolle (2020) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund R5 |
FDATX
|
Scott Wolle (2020) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund R6 |
QOPIX
|
Scott Wolle (2020) | 4 | 5.8 | 4.4 |
| Invesco Multi-Strategy Fund Y |
QOPYX
|
Scott Wolle (2020) | 4 | 5.8 | 4.4 |
| Invesco S&P 500 Index A |
SPIAX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco S&P 500 Index C |
SPICX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco S&P 500 Index R6 |
SPISX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| Invesco S&P 500 Index Y |
SPIDX
|
Tony Seisser (2020) | 3 | 6.1 | 5.9 |
| JPMorgan Fundamental Data Sci Lrg Gr ETF |
LGDS
|
Wonseok Choi (2019) | 2 | 6.8 | 3.4 |
| JPMorgan Fundamental Data Sci Lrg Gr ETF |
LGDS
|
Lei Liu (2023) | 2 | 6.8 | 3.4 |
| JPMorgan Fundamental Data Sci Lrg Gr ETF |
LGDS
|
Andrew Stern (2019) | 2 | 6.8 | 3.4 |
| JPMorgan Fundamental Data Sci Lrg Gr ETF |
LGDS
|
Ellen Sun (2023) | 2 | 6.8 | 3.4 |
| JPMorgan Preferred and Income Scs ETF |
JPRF
|
Andreas Michalitsianos (2022) | 2 | 4.3 | 4.3 |
| JPMorgan Preferred and Income Scs ETF |
JPRF
|
Vikas Pathani (2022) | 2 | 4.3 | 4.3 |
| JPMorgan Research Market Neutral A |
JMNAX
|
Steven Lee (2014) | 5 | 2.7 | 1.7 |
| JPMorgan Research Market Neutral C |
JMNCX
|
Steven Lee (2014) | 5 | 2.7 | 1.7 |
| JPMorgan Research Market Neutral I |
JMNSX
|
Steven Lee (2014) | 5 | 2.7 | 1.7 |
| JPMorgan Small Cap Blend A |
VSCOX
|
Eytan Shapiro (2004) | 2 | 8.2 | 4.6 |
| JPMorgan Small Cap Blend C |
VSCCX
|
Eytan Shapiro (2004) | 2 | 8.2 | 4.6 |
| JPMorgan Small Cap Blend I |
JDSCX
|
Eytan Shapiro (2004) | 2 | 8.2 | 4.6 |
| JPMorgan Small Cap Blend R6 |
JSCHX
|
Eytan Shapiro (2004) | 2 | 8.2 | 4.6 |
| JPMorgan Small Cap Growth A |
PGSGX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth C |
OSGCX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth I |
OGGFX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth L |
JISGX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth R2 |
JSGZX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth R3 |
JGRQX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth R4 |
JGLYX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth R5 |
JGSVX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan Small Cap Growth R6 |
JGSMX
|
Eytan Shapiro (2004) | 2 | 2.7 | 2.7 |
| JPMorgan US Large Cap Core Plus A |
JLCAX
|
Steven Lee (2020) | 3 | 20.8 | 7.6 |
| JPMorgan US Large Cap Core Plus C |
JLPCX
|
Steven Lee (2020) | 3 | 20.8 | 7.6 |
| JPMorgan US Large Cap Core Plus I |
JLPSX
|
Steven Lee (2020) | 3 | 20.8 | 7.6 |
| JPMorgan US Large Cap Core Plus R2 |
JLPZX
|
Steven Lee (2020) | 3 | 20.8 | 7.6 |
| JPMorgan US Large Cap Core Plus R5 |
JCPRX
|
Steven Lee (2020) | 3 | 20.8 | 7.6 |
| JPMorgan US Large Cap Core Plus R6 |
JLPYX
|
Steven Lee (2020) | 3 | 20.8 | 7.6 |
| Janus Henderson Triton A |
JGMAX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Triton C |
JGMCX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Triton D |
JANIX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Triton I |
JSMGX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Triton N |
JGMNX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Triton R |
JGMRX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Triton S |
JGMIX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Triton T |
JATTX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Venture A |
JVTAX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Venture C |
JVTCX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Venture D |
JANVX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Venture I |
JVTIX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Venture N |
JVTNX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Venture S |
JVTSX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Janus Henderson Venture T |
JAVTX
|
Scott Stutzman (2016) | 2 | 13.2 | 8.1 |
| Jensen Global Quality Growth I |
JGQIX
|
Jannis Fingberg (2025) | 3 | 6.3 | 5.4 |
| Jensen Global Quality Growth J |
JGQSX
|
Jannis Fingberg (2025) | 3 | 6.3 | 5.4 |
| Jensen Global Quality Growth Y |
JGQYX
|
Jannis Fingberg (2025) | 3 | 6.3 | 5.4 |
| Loomis Sayles Core Plus Bond A |
NEFRX
|
Peter Palfrey (1996) | 4 | 27.3 | 10.2 |
| Loomis Sayles Core Plus Bond C |
NECRX
|
Peter Palfrey (1996) | 4 | 27.3 | 10.2 |
| Loomis Sayles Core Plus Bond N |
NERNX
|
Peter Palfrey (1996) | 4 | 27.3 | 10.2 |
| Loomis Sayles Core Plus Bond Y |
NERYX
|
Peter Palfrey (1996) | 4 | 27.3 | 10.2 |
| Lord Abbett Alpha Strategy A |
ALFAX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy C |
ALFCX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy F |
ALFFX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy F3 |
ALFOX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy I |
ALFYX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy R2 |
ALFQX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy R3 |
ALFRX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy R4 |
ALFKX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy R5 |
ALFTX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Alpha Strategy R6 |
ALFVX
|
Jahiz Barlas (2023) | 2 | 10.8 | 7.6 |
| Lord Abbett Multi-Asset Income A |
ISFAX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income C |
ISFCX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income F |
LIGFX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income F3 |
ISFOX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income I |
ISFYX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income R2 |
LIGQX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income R3 |
LIXRX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income R4 |
LIXSX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income R5 |
LIXTX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| Lord Abbett Multi-Asset Income R6 |
LIXVX
|
Jahiz Barlas (2023) | 3 | 10.8 | 8.2 |
| MFS International Equity A |
MIEJX
|
Daniel Ling (2009) | 2 | 10.3 | 5.8 |
| MFS International Equity I |
MIEKX
|
Daniel Ling (2009) | 2 | 10.3 | 5.8 |
| MFS International Equity R6 |
MIEIX
|
Daniel Ling (2009) | 2 | 10.3 | 5.8 |
| MassMutual Overseas A |
MOSAX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| MassMutual Overseas Adm |
MOSLX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| MassMutual Overseas I |
MOSZX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| MassMutual Overseas R3 |
MOSNX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| MassMutual Overseas R4 |
MOSFX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| MassMutual Overseas R5 |
MOSSX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| MassMutual Overseas Svc |
MOSYX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| MassMutual Overseas Y |
MMOJX
|
Michael Manelli (2017) | 5 | 25.0 | 8.1 |
| Multi-Manager Intl Eq Strats Instl |
CMIEX
|
Fraser Fox (2024) | 24 | 8.2 | 4.5 |
| Nationwide Bailard Intl Eqs A |
NWHJX
|
Eric Leve (2006) | 2 | 11.3 | 5.7 |
| Nationwide Bailard Intl Eqs Instl Svc |
NWHNX
|
Eric Leve (2006) | 2 | 11.3 | 5.7 |
| Nationwide Bailard Intl Eqs M |
NWHLX
|
Eric Leve (2006) | 2 | 11.3 | 5.7 |
| Nationwide Bailard Intl Eqs R6 |
NWHMX
|
Eric Leve (2006) | 2 | 11.3 | 5.7 |
| Nomura Real Estate Securities A |
IRSAX
|
James Maydew (2022) | 1 | 4.0 | 4.0 |
| Nomura Real Estate Securities C |
IRSCX
|
James Maydew (2022) | 1 | 4.0 | 4.0 |
| Nomura Real Estate Securities I |
IREIX
|
James Maydew (2022) | 1 | 4.0 | 4.0 |
| Nomura Real Estate Securities R |
IRSRX
|
James Maydew (2022) | 1 | 4.0 | 4.0 |
| Nomura Real Estate Securities R6 |
IRSEX
|
James Maydew (2022) | 1 | 4.0 | 4.0 |
| Nomura Real Estate Securities Y |
IRSYX
|
James Maydew (2022) | 1 | 4.0 | 4.0 |
| Nomura Small Cap Core A |
DCCAX
|
Donald Padilla (2004) | 6 | 21.8 | 9.3 |
| Nomura Small Cap Core C |
DCCCX
|
Donald Padilla (2004) | 6 | 21.8 | 9.3 |
| Nomura Small Cap Core I |
DCCIX
|
Donald Padilla (2004) | 6 | 21.8 | 9.3 |
| Nomura Small Cap Core R |
DCCRX
|
Donald Padilla (2004) | 6 | 21.8 | 9.3 |
| Nomura Small Cap Core R6 |
DCZRX
|
Donald Padilla (2004) | 6 | 21.8 | 9.3 |
| Nomura Small Cap Growth A |
WSGAX
|
Timothy Miller (2010) | 3 | 9.8 | 4.2 |
| Nomura Small Cap Growth C |
WRGCX
|
Timothy Miller (2010) | 3 | 9.8 | 4.2 |
| Nomura Small Cap Growth Institutional |
IYSIX
|
Timothy Miller (2010) | 3 | 9.8 | 4.2 |
| Nomura Small Cap Growth R |
WSGRX
|
Timothy Miller (2010) | 3 | 9.8 | 4.2 |
| Nomura Small Cap Growth R6 |
IRGFX
|
Timothy Miller (2010) | 3 | 9.8 | 4.2 |
| Nomura Small Cap Growth Y |
WSCYX
|
Timothy Miller (2010) | 3 | 9.8 | 4.2 |
| Nomura Smid Cap Core A |
IYSAX
|
Donald Padilla (2021) | 6 | 4.7 | 2.8 |
| Nomura Smid Cap Core C |
IYSCX
|
Donald Padilla (2021) | 6 | 4.7 | 2.8 |
| Nomura Smid Cap Core I |
IVVIX
|
Donald Padilla (2021) | 6 | 4.7 | 2.8 |
| Nomura Smid Cap Core R |
IYSMX
|
Donald Padilla (2021) | 6 | 4.7 | 2.8 |
| Nomura Smid Cap Core R6 |
ISPVX
|
Donald Padilla (2021) | 6 | 4.7 | 2.8 |
| Nomura Smid Cap Core Y |
IYSYX
|
Donald Padilla (2021) | 6 | 4.7 | 2.8 |
| PACE Global Real Estate Securities A |
PREAX
|
Richard Gable (2021) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities A |
PREAX
|
Mark Syn (2022) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities P |
PREQX
|
Richard Gable (2021) | 9 | 16.6 | 3.1 |
| PACE Global Real Estate Securities P |
PREQX
|
Mark Syn (2022) | 9 | 16.6 | 3.1 |
| Parametric Emerging Markets A |
EAEMX
|
Paul Bouchey (2019) | 3 | 7.3 | 3.8 |
| Parametric Emerging Markets C |
ECEMX
|
Paul Bouchey (2019) | 3 | 7.3 | 3.8 |
| Parametric Emerging Markets I |
EIEMX
|
Paul Bouchey (2019) | 3 | 7.3 | 3.8 |
| Parametric Emerging Markets R6 |
EREMX
|
Paul Bouchey (2019) | 3 | 7.3 | 3.8 |
| Parametric International Equity A |
EAISX
|
Paul Bouchey (2014) | 3 | 7.3 | 3.8 |
| Parametric International Equity I |
EIISX
|
Paul Bouchey (2014) | 3 | 7.3 | 3.8 |
| Parametric International Equity R |
ERISX
|
Paul Bouchey (2014) | 3 | 7.3 | 3.8 |
| Parametric International Equity R6 |
ESISX
|
Paul Bouchey (2014) | 3 | 7.3 | 3.8 |
| Parametric Tax-Managed Emerg Mkt I |
EITEX
|
Paul Bouchey (2019) | 3 | 7.3 | 3.8 |
| RJ ClariVest Capital Appreciation ETF |
RJCA
|
C. Frank Feng (2013) | 4 | 13.1 | 9.0 |
| RJ ClariVest Capital Appreciation ETF |
RJCA
|
Amanda Freeman (2024) | 4 | 13.1 | 9.0 |
| RJ ClariVest Capital Appreciation ETF |
RJCA
|
Edward Wagner (2013) | 4 | 13.1 | 9.0 |
| RJ ClariVest Capital Appreciation ETF |
RJCA
|
Todd Wolter (2019) | 4 | 13.1 | 9.0 |
| Saratoga Large Capitalization Growth A |
SLGYX
|
Stephen Smith (2015) | 2 | 10.6 | 6.1 |
| Saratoga Large Capitalization Growth C |
SLGCX
|
Stephen Smith (2015) | 2 | 10.6 | 6.1 |
| Saratoga Large Capitalization Growth I |
SLCGX
|
Stephen Smith (2015) | 2 | 10.6 | 6.1 |
| Shenkman Capital Floating Rt Hi Inc F |
SFHFX
|
Mark Shenkman (2014) | 5 | 11.8 | 8.9 |
| Shenkman Capital Floating Rt Hi Inc Inst |
SFHIX
|
Mark Shenkman (2014) | 5 | 11.8 | 8.9 |
| Shenkman Capital Short Dur Hi Inc A |
SCFAX
|
Mark Shenkman (2012) | 5 | 13.8 | 8.9 |
| Shenkman Capital Short Dur Hi Inc C |
SCFCX
|
Mark Shenkman (2012) | 5 | 13.8 | 8.9 |
| Shenkman Capital Short Dur Hi Inc F |
SCFFX
|
Mark Shenkman (2012) | 5 | 13.8 | 8.9 |
| Shenkman Capital Short Dur Hi Inc Inst |
SCFIX
|
Mark Shenkman (2012) | 5 | 13.8 | 8.9 |
| Six Circles Credit Opportunities |
CRDOX
|
Harris Trifon (2021) | 48 | 6.0 | 3.4 |
| Summitry Equity Fund |
GGEFX
|
Matthew Gordon (2018) | 2 | 17.3 | 13.5 |
| Summitry Equity Fund |
GGEFX
|
Colin Higgins (2009) | 2 | 17.3 | 13.5 |
| TSW Core Plus Bond Institutional |
TSWFX
|
William Bellamy (2024) | 1 | 0.7 | 0.7 |
| TSW High Yield Bond Institutional |
TSWHX
|
William Bellamy (2021) | 1 | 0.7 | 0.7 |
| Thrivent Mid Cap Growth S |
TMCGX
|
Mark Militello (2023) | 2 | 0.9 | 0.9 |
| Transamerica High Yield Muni A |
THAYX
|
Matthew Dalton (2013) | 2 | 4.7 | 2.4 |
| Transamerica High Yield Muni C |
THCYX
|
Matthew Dalton (2013) | 2 | 4.7 | 2.4 |
| Transamerica High Yield Muni I |
THYIX
|
Matthew Dalton (2013) | 2 | 4.7 | 2.4 |
| Transamerica High Yield Muni I2 |
THYTX
|
Matthew Dalton (2013) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni A |
TAMUX
|
Matthew Dalton (2012) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni C |
TCMUX
|
Matthew Dalton (2012) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni I |
TIMUX
|
Matthew Dalton (2012) | 2 | 4.7 | 2.4 |
| Transamerica Intermediate Muni I2 |
TIMTX
|
Matthew Dalton (2012) | 2 | 4.7 | 2.4 |
| Transamerica Multi-Asset Income A |
TASHX
|
William Bellamy (2014) | 1 | 0.6 | 0.6 |
| Transamerica Multi-Asset Income C |
TCSHX
|
William Bellamy (2014) | 1 | 0.6 | 0.6 |
| Transamerica Multi-Asset Income I |
TSHIX
|
William Bellamy (2014) | 1 | 0.6 | 0.6 |
| VALIC Company I Systematic Growth |
VCBCX
|
Matt Kyller (2023) | 4 | 4.6 | 3.3 |
| VALIC Company I Systematic Value |
VBCVX
|
Matt Kyller (2021) | 2 | 6.8 | 5.8 |
| Vanguard Advice Select Dividend Gr Admrl |
VADGX
|
Peter Fisher (2024) | 2 | 0.1 | 0.1 |
| Vanguard Dividend Growth Inv |
VDIGX
|
Peter Fisher (2022) | 2 | 0.1 | 0.1 |
| Vanguard Explorer Adm |
VEXRX
|
Chad Meade (2014) | 9 | 13.0 | 6.5 |
| Vanguard Explorer Adm |
VEXRX
|
Brian Schaub (2014) | 9 | 13.0 | 6.5 |
| Vanguard Explorer Inv |
VEXPX
|
Chad Meade (2014) | 9 | 13.0 | 6.5 |
| Vanguard Explorer Inv |
VEXPX
|
Brian Schaub (2014) | 9 | 13.0 | 6.5 |
| Vanguard Growth & Income Adm |
VGIAX
|
Kristin Ceglar (2022) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Adm |
VGIAX
|
Hal Reynolds (2011) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Inv |
VQNPX
|
Kristin Ceglar (2022) | 6 | 2.9 | 1.0 |
| Vanguard Growth & Income Inv |
VQNPX
|
Hal Reynolds (2011) | 6 | 2.9 | 1.0 |
| Vanguard Instl Intrm-Trm Bd Instl Plus |
VIITX
|
Brian Quigley (1997) | 2 | 6.7 | 3.5 |
| Vanguard Instl Intrm-Trm Bd Instl Plus |
VIITX
|
Daniel Shaykevich (2018) | 2 | 6.7 | 3.5 |
| Vanguard Instl Intrm-Trm Bd Instl Plus |
VIITX
|
David Van Ommeren (2022) | 2 | 6.7 | 3.5 |
| Vanguard Instl Shrt-Trm Bd Instl Plus |
VISTX
|
Daniel Shaykevich (2018) | 2 | 6.7 | 3.5 |
| Vanguard Instl Shrt-Trm Bd Instl Plus |
VISTX
|
David Van Ommeren (2022) | 2 | 6.7 | 3.5 |
| Vanguard Interm-Term Investment-Grde Adm |
VFIDX
|
Daniel Shaykevich (2018) | 2 | 6.7 | 3.5 |
| Vanguard Interm-Term Invmt-Grade Inv |
VFICX
|
Daniel Shaykevich (2018) | 2 | 6.7 | 3.5 |
| Vanguard International Dividend Gr Inv |
VIDGX
|
Peter Fisher (2023) | 1 | 0.1 | 0.1 |
| Vanguard Long-Term Investment-Grade Adm |
VWETX
|
Daniel Shaykevich (2018) | 3 | 12.2 | 6.4 |
| Vanguard Long-Term Investment-Grade Inv |
VWESX
|
Daniel Shaykevich (2018) | 3 | 12.2 | 6.4 |
| Vanguard Short-Term Investment-Grade Adm |
VFSUX
|
Daniel Shaykevich (2018) | 2 | 6.7 | 3.5 |
| Vanguard Short-Term Investment-Grade I |
VFSIX
|
Daniel Shaykevich (2018) | 2 | 6.7 | 3.5 |
| Vanguard Short-Term Investment-Grade Inv |
VFSTX
|
Daniel Shaykevich (2018) | 2 | 6.7 | 3.5 |
| Virtus Tactical Allocation A |
NAINX
|
Julie Biel (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation A |
NAINX
|
Craig Stone (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation C |
POICX
|
Julie Biel (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation C |
POICX
|
Craig Stone (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation I |
VTAIX
|
Julie Biel (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation I |
VTAIX
|
Craig Stone (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation R6 |
VTARX
|
Julie Biel (2026) | 6 | 14.6 | 6.1 |
| Virtus Tactical Allocation R6 |
VTARX
|
Craig Stone (2026) | 6 | 14.6 | 6.1 |
| Voya MidCap Opportunities A |
NMCAX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities A |
NMCAX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities C |
NMCCX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities C |
NMCCX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities I |
NMCIX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities I |
NMCIX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port A |
IAMOX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port A |
IAMOX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port I |
IIMOX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port I |
IIMOX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port R6 |
VMCRX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port R6 |
VMCRX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S |
ISMOX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S |
ISMOX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S2 |
IMOPX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities Port S2 |
IMOPX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R |
IMORX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R |
IMORX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R6 |
IMOZX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities R6 |
IMOZX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities W |
IMOWX
|
Kristy Finnegan (2019) | 2 | 0.0 | 0.0 |
| Voya MidCap Opportunities W |
IMOWX
|
Leigh Todd (2021) | 2 | 0.0 | 0.0 |
| WPG Partners Small Cap Value Div Fund |
WPGTX
|
Richard Shuster (1999) | 2 | 26.6 | 15.1 |
(Data as of 7/31/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
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