| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| 1290 Diversified Bond A |
TNUAX
|
Kevin O’Neil (2026) | 9 | 11.3 | 4.2 |
| 1290 Diversified Bond I |
TNUIX
|
Kevin O’Neil (2026) | 9 | 11.3 | 4.2 |
| 1290 Diversified Bond R |
TNURX
|
Kevin O’Neil (2026) | 9 | 11.3 | 4.2 |
| AB Sustainable Global Thematic A |
ALTFX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic A |
ALTFX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic Advisor |
ATEYX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic Advisor |
ATEYX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic C |
ATECX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic C |
ATECX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic I |
AGTIX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic I |
AGTIX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic Z |
ATEZX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic Z |
ATEZX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable International Thematic Z |
AWPZX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable International Thematic Z |
AWPZX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic A |
AWPAX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic A |
AWPAX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic Advisor |
AWPYX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic Advisor |
AWPYX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic C |
AWPCX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic C |
AWPCX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic I |
AWPIX
|
Lei Qiu (2026) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic I |
AWPIX
|
Adam Yee (2026) | 3 | 0.7 | 0.3 |
| AQR Macro Opportunities I |
QGMIX
|
David Kupersmith (2026) | 7 | 12.6 | 5.8 |
| AQR Macro Opportunities N |
QGMNX
|
David Kupersmith (2026) | 7 | 12.6 | 5.8 |
| AQR Macro Opportunities R6 |
QGMRX
|
David Kupersmith (2026) | 7 | 12.6 | 5.8 |
| Alger Weatherbie Specialized Growth A |
ALMAX
|
Scott Lipshutz (2026) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth C |
ALMCX
|
Scott Lipshutz (2026) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth I |
ASIMX
|
Scott Lipshutz (2026) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth Y |
ASYMX
|
Scott Lipshutz (2026) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth Z |
ASMZX
|
Scott Lipshutz (2026) | 2 | 9.7 | 4.9 |
| American Funds Income Fd of Amer 529-A |
CIMAX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-C |
CIMCX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-E |
CIMEX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-F-2 |
FAIFX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-F-3 |
FFIFX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer A |
AMECX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer C |
IFACX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-1 |
IFAFX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-2 |
AMEFX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-3 |
FIFAX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-1 |
RIDAX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-2 |
RIDBX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-2E |
RIEBX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-3 |
RIDCX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-4 |
RIDEX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-5 |
RIDFX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-5E |
RIDHX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-6 |
RIDGX
|
Andy Moth (2025) | 9 | 29.1 | 11.4 |
| Aspiriant Risk-Managed Equity Allc Adv |
RMEAX
|
Joe Chung (2026) | 7 | 11.0 | 5.3 |
| BrandywineGLOBAL Global Opp Bond A |
GOBAX
|
Michael Arno (2026) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond C |
LGOCX
|
Michael Arno (2026) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond C1 |
GOBCX
|
Michael Arno (2026) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond FI |
GOBFX
|
Michael Arno (2026) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond I |
GOBIX
|
Michael Arno (2026) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond IS |
GOBSX
|
Michael Arno (2026) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond R |
LBORX
|
Michael Arno (2026) | 5 | 9.8 | 4.6 |
| Brown Advisory Sustainable Growth Adv |
BAWAX
|
John Canning (2026) | 3 | 14.4 | 9.6 |
| Brown Advisory Sustainable Growth I |
BAFWX
|
John Canning (2026) | 3 | 14.4 | 9.6 |
| Brown Advisory Sustainable Growth Inv |
BIAWX
|
John Canning (2026) | 3 | 14.4 | 9.6 |
| CYBER HORNET S&P 500® |
INDEX
|
Blake Williams (2026) | 2 | 11.5 | 5.8 |
| Calvert Green Bond A |
CGAFX
|
Mihir Shah (2026) | 3 | 13.0 | 8.0 |
| Calvert Green Bond I |
CGBIX
|
Mihir Shah (2026) | 3 | 13.0 | 8.0 |
| Calvert Green Bond R6 |
CBGRX
|
Mihir Shah (2026) | 3 | 13.0 | 8.0 |
| Cantor Fitzgerald Large Cap Focused C |
FICBX
|
John Brim (2007) | 2 | 19.5 | 18.6 |
| Cantor Fitzgerald Large Cap Focused C |
FICBX
|
Eivind Olsen (2009) | 2 | 19.5 | 18.6 |
| Capital Group Core Bond Completion Fund |
CBCFX
|
Pramod Atluri (2024) | 5 | 2.1 | 2.1 |
| Capital Group Core Bond Completion Fund |
CBCFX
|
David Betanzos (2024) | 5 | 2.1 | 2.1 |
| Capital Group Core Bond Completion Fund |
CBCFX
|
David Hoag (2024) | 5 | 2.1 | 2.1 |
| Capital Group Core Bond Completion Fund |
CBCFX
|
Fergus MacDonald (2024) | 5 | 2.1 | 2.1 |
| Capital Group Core Bond Completion Fund |
CBCFX
|
Chit Purani (2024) | 5 | 2.1 | 2.1 |
| ClearBridge Global Infrastructure Inc A |
RGAVX
|
Moaz Mohib (2026) | 4 | 10.6 | 7.0 |
| ClearBridge Global Infrastructure Inc C |
CBGAX
|
Moaz Mohib (2026) | 4 | 10.6 | 7.0 |
| ClearBridge Global Infrastructure Inc I |
RGIVX
|
Moaz Mohib (2026) | 4 | 10.6 | 7.0 |
| ClearBridge Global Infrastructure Inc IS |
RGSVX
|
Moaz Mohib (2026) | 4 | 10.6 | 7.0 |
| Columbia Emerging Markets Bond A |
REBAX
|
Ed Al-Hussainy (2026) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond Inst |
CMBZX
|
Ed Al-Hussainy (2026) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond Inst2 |
CEBRX
|
Ed Al-Hussainy (2026) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond Inst3 |
CEBYX
|
Ed Al-Hussainy (2026) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond R |
CMBRX
|
Ed Al-Hussainy (2026) | 2 | 9.5 | 4.8 |
| Columbia Multi Strat Alts A |
CLAAX
|
David Kupersmith (2026) | 16 | 11.8 | 6.3 |
| Columbia Multi Strat Alts C |
CLABX
|
David Kupersmith (2026) | 16 | 11.8 | 6.3 |
| Columbia Multi Strat Alts Inst |
CLAZX
|
David Kupersmith (2026) | 16 | 11.8 | 6.3 |
| Destinations Core Fixed Income I |
DCFFX
|
Adam Castle (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income I |
DCFFX
|
Karen Gunnerson (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income I |
DCFFX
|
Yoana Koleva (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income I |
DCFFX
|
Robert Lee (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income I |
DCFFX
|
Andrew O'Brien (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income I |
DCFFX
|
Steven Rocco (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income I |
DCFFX
|
Matt Thomas (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income I |
DCFFX
|
Leah Traub (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Adam Castle (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Karen Gunnerson (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Yoana Koleva (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Robert Lee (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Andrew O'Brien (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Steven Rocco (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Matt Thomas (2026) | 19 | 9.6 | 3.0 |
| Destinations Core Fixed Income Z |
DCFZX
|
Leah Traub (2026) | 19 | 9.6 | 3.0 |
| Destinations Multi Strategy Alts I |
DMSFX
|
Robert Lam (2026) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts I |
DMSFX
|
Jayendran Rajamony (2026) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts I |
DMSFX
|
Joseph Schirripa (2026) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
Robert Lam (2026) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
Jayendran Rajamony (2026) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
Joseph Schirripa (2026) | 7 | 4.3 | 1.7 |
| Destinations Municipal Fixed Income I |
DMFFX
|
David Dowden (2026) | 11 | 6.3 | 3.0 |
| Destinations Municipal Fixed Income I |
DMFFX
|
Matthew Hage (2026) | 11 | 6.3 | 3.0 |
| Destinations Municipal Fixed Income Z |
DMFZX
|
David Dowden (2026) | 11 | 6.3 | 3.0 |
| Destinations Municipal Fixed Income Z |
DMFZX
|
Matthew Hage (2026) | 11 | 6.3 | 3.0 |
| Diamond Hill Core Bond C |
DHRCX
|
Mark Jackson (2016) | 2 | 10.3 | 10.3 |
| Diamond Hill Core Bond C |
DHRCX
|
Henry Song (2016) | 2 | 10.3 | 10.3 |
| Diamond Hill Short Duration Income A |
DHEAX
|
Arthur Cheng (2026) | 3 | 10.3 | 6.9 |
| Diamond Hill Short Duration Income C |
DHECX
|
Arthur Cheng (2026) | 3 | 10.3 | 6.9 |
| Diamond Hill Short Duration Income C |
DHECX
|
Mark Jackson (2016) | 3 | 10.3 | 6.9 |
| Diamond Hill Short Duration Income C |
DHECX
|
Henry Song (2016) | 3 | 10.3 | 6.9 |
| Diamond Hill Short Duration Income I |
DHEIX
|
Arthur Cheng (2026) | 3 | 10.3 | 6.9 |
| Diamond Hill Short Duration Income Y |
DHEYX
|
Arthur Cheng (2026) | 3 | 10.3 | 6.9 |
| DoubleLine Em Mkts Lcl Ccy Bd R6 |
DEMLX
|
William Campbell (2019) | 4 | 7.4 | 7.4 |
| DoubleLine Em Mkts Lcl Ccy Bd R6 |
DEMLX
|
Mark Christensen (2019) | 4 | 7.4 | 7.4 |
| DoubleLine Em Mkts Lcl Ccy Bd R6 |
DEMLX
|
Valerie Ho (2019) | 4 | 7.4 | 7.4 |
| DoubleLine Em Mkts Lcl Ccy Bd R6 |
DEMLX
|
Su Koo (2019) | 4 | 7.4 | 7.4 |
| DoubleLine Emerging Markets Fixed Inc R6 |
DEMMX
|
William Campbell (2026) | 3 | 10.9 | 7.5 |
| DoubleLine Emerging Markets Fixed Inc R6 |
DEMMX
|
Mark Christensen (2015) | 3 | 10.9 | 7.5 |
| DoubleLine Emerging Markets Fixed Inc R6 |
DEMMX
|
Su Koo (2015) | 3 | 10.9 | 7.5 |
| Eaton Vance Core Bond A |
EAGIX
|
Mihir Shah (2026) | 3 | 9.4 | 6.2 |
| Eaton Vance Core Bond I |
EIGIX
|
Mihir Shah (2026) | 3 | 9.4 | 6.2 |
| Eaton Vance Growth R6 |
ERLCX
|
Douglas Rogers (2021) | 1 | 5.3 | 5.3 |
| Eaton Vance Multi-Asset Credit A |
EAAMX
|
Chris Stadtler (2026) | 4 | 15.0 | 7.7 |
| Eaton Vance Multi-Asset Credit C |
ECAMX
|
Chris Stadtler (2026) | 4 | 15.0 | 7.7 |
| Eaton Vance Multi-Asset Credit I |
EIAMX
|
Chris Stadtler (2026) | 4 | 15.0 | 7.7 |
| Eaton Vance Multi-Asset Credit R6 |
ERAMX
|
Chris Stadtler (2026) | 4 | 15.0 | 7.7 |
| Fidelity Advisor Real Estate Income A |
FRINX
|
Matthew Torchia (2026) | 2 | 7.7 | 3.9 |
| Fidelity Advisor Real Estate Income C |
FRIOX
|
Matthew Torchia (2026) | 2 | 7.7 | 3.9 |
| Fidelity Advisor Real Estate Income I |
FRIRX
|
Matthew Torchia (2026) | 2 | 7.7 | 3.9 |
| Fidelity Advisor Real Estate Income M |
FRIQX
|
Matthew Torchia (2026) | 2 | 7.7 | 3.9 |
| Fidelity Advisor Real Estate Income Z |
FIKMX
|
Matthew Torchia (2026) | 2 | 7.7 | 3.9 |
| Fidelity Advisor Strategic Income A |
FSTAX
|
Daniel Ushakov (2022) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income C |
FSRCX
|
Daniel Ushakov (2022) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income I |
FSRIX
|
Daniel Ushakov (2022) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income M |
FSIAX
|
Daniel Ushakov (2022) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income Z |
FIWDX
|
Daniel Ushakov (2022) | 11 | 27.5 | 9.3 |
| Fidelity Real Estate Income |
FRIFX
|
Matthew Torchia (2026) | 2 | 7.7 | 3.9 |
| Fidelity SAI Real Estate Income |
FHLPX
|
Matthew Torchia (2026) | 2 | 0.5 | 0.3 |
| Fidelity Series Real Estate Income |
FSREX
|
Matthew Torchia (2026) | 2 | 7.6 | 3.8 |
| Fidelity Strategic Income |
FADMX
|
Daniel Ushakov (2022) | 11 | 27.5 | 9.3 |
| Franklin Alternative Strategies A |
FAAAX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies A |
FAAAX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies A |
FAAAX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies Adv |
FABZX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies Adv |
FABZX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies Adv |
FABZX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies C |
FASCX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies C |
FASCX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies C |
FASCX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R |
FSKKX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R |
FSKKX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R |
FSKKX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R6 |
FASRX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R6 |
FASRX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R6 |
FASRX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Daniel Allen (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Anthony Arefian (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Steven Chew (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Kenneth Lim (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Edward Rackham (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Daniel Allen (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Anthony Arefian (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Steven Chew (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Kenneth Lim (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Edward Rackham (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Jeffrey Kerrigan (2026) | 15 | 24.2 | 4.0 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Jeffrey Kerrigan (2026) | 15 | 24.2 | 4.0 |
| GuideStone Funds Value Equity Instl |
GVEYX
|
Frederick Konopka (2026) | 15 | 14.0 | 4.1 |
| GuideStone Funds Value Equity Instl |
GVEYX
|
John Lewicke (2026) | 15 | 14.0 | 4.1 |
| GuideStone Funds Value Equity Instl |
GVEYX
|
Daniel Mahr (2026) | 15 | 14.0 | 4.1 |
| GuideStone Funds Value Equity Instl |
GVEYX
|
Damien Zhang (2026) | 15 | 14.0 | 4.1 |
| GuideStone Funds Value Equity Investor |
GVEZX
|
Frederick Konopka (2026) | 15 | 14.0 | 4.1 |
| GuideStone Funds Value Equity Investor |
GVEZX
|
John Lewicke (2026) | 15 | 14.0 | 4.1 |
| GuideStone Funds Value Equity Investor |
GVEZX
|
Daniel Mahr (2026) | 15 | 14.0 | 4.1 |
| GuideStone Funds Value Equity Investor |
GVEZX
|
Damien Zhang (2026) | 15 | 14.0 | 4.1 |
| Invesco Diversified Dividend A |
LCEAX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend C |
LCEVX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend Investor |
LCEIX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend R |
DDFRX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend R5 |
DDFIX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend R6 |
LCEFX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend Y |
LCEYX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income A |
IAUTX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income C |
IUTCX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income Investor |
FSTUX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income R |
IRTCX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income R5 |
FSIUX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income R6 |
IFUTX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income Y |
IAUYX
|
Belinda Cavazos (2026) | 4 | 6.3 | 4.2 |
| Invesco Global Opportunities A |
OPGIX
|
Michael Oliveros (2026) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities C |
OGICX
|
Michael Oliveros (2026) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities R |
OGINX
|
Michael Oliveros (2026) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities R5 |
GOFFX
|
Michael Oliveros (2026) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities R6 |
OGIIX
|
Michael Oliveros (2026) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities Y |
OGIYX
|
Michael Oliveros (2026) | 4 | 1.7 | 1.0 |
| Invesco International Small-Mid Com A |
OSMAX
|
Michael Oliveros (2026) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com C |
OSMCX
|
Michael Oliveros (2026) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com R |
OSMNX
|
Michael Oliveros (2026) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com R5 |
INSLX
|
Michael Oliveros (2026) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com R6 |
OSCIX
|
Michael Oliveros (2026) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com Y |
OSMYX
|
Michael Oliveros (2026) | 2 | 2.7 | 1.4 |
| Invesco Main Street A |
MSIGX
|
Magnus Krantz (2026) | 2 | 17.5 | 8.8 |
| Invesco Main Street All Cap A |
OMSOX
|
Bryan Lassiter (2026) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap C |
OMSCX
|
Bryan Lassiter (2026) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R |
OMSNX
|
Bryan Lassiter (2026) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R5 |
MSAZX
|
Bryan Lassiter (2026) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R6 |
IOAPX
|
Bryan Lassiter (2026) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap Y |
OMSYX
|
Bryan Lassiter (2026) | 2 | 11.9 | 6.0 |
| Invesco Main Street C |
MIGCX
|
Magnus Krantz (2026) | 2 | 17.5 | 8.8 |
| Invesco Main Street Mid Cap A |
OPMSX
|
Bryan Lassiter (2026) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap C |
OPMCX
|
Bryan Lassiter (2026) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R |
OPMNX
|
Bryan Lassiter (2026) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R5 |
MSMJX
|
Bryan Lassiter (2026) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R6 |
OPMIX
|
Bryan Lassiter (2026) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap Y |
OPMYX
|
Bryan Lassiter (2026) | 3 | 17.5 | 10.5 |
| Invesco Main Street R |
OMGNX
|
Magnus Krantz (2026) | 2 | 17.5 | 8.8 |
| Invesco Main Street R5 |
MSJFX
|
Magnus Krantz (2026) | 2 | 17.5 | 8.8 |
| Invesco Main Street R6 |
OMSIX
|
Magnus Krantz (2026) | 2 | 17.5 | 8.8 |
| Invesco Main Street Small Cap A |
OSCAX
|
Bryan Lassiter (2026) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap C |
OSCCX
|
Bryan Lassiter (2026) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R |
OSCNX
|
Bryan Lassiter (2026) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R5 |
MNSQX
|
Bryan Lassiter (2026) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R6 |
OSSIX
|
Bryan Lassiter (2026) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap Y |
OSCYX
|
Bryan Lassiter (2026) | 3 | 13.5 | 9.0 |
| Invesco Main Street Y |
MIGYX
|
Magnus Krantz (2026) | 2 | 17.5 | 8.8 |
| JPMorgan Diversified A |
JDVAX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified A |
JDVAX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified C |
JDVCX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified C |
JDVCX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified I |
JDVSX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified I |
JDVSX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified L |
JPDVX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified L |
JPDVX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified R6 |
JDVZX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified R6 |
JDVZX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| Janus Henderson VIT Mid Cap Value Instl |
JAMVX
|
Jeff Chen (2026) | 2 | 11.6 | 5.8 |
| Lazard Global Small Cap Eq Instl |
LZISX
|
Jason Katz (2026) | 7 | 14.3 | 2.9 |
| Lazard Global Small Cap Eq Open |
LZSMX
|
Jason Katz (2026) | 7 | 14.3 | 2.9 |
| Lazard US High Yield Portfolio Instl |
LZHYX
|
Kyle Lanphear (2026) | 3 | 2.8 | 1.1 |
| Lazard US High Yield Portfolio Open |
LZHOX
|
Kyle Lanphear (2026) | 3 | 2.8 | 1.1 |
| Lazard US High Yield Portfolio R6 |
RLCIX
|
Kyle Lanphear (2026) | 3 | 2.8 | 1.1 |
| Lazard US Small Cap Equity Select Instl |
LZSCX
|
Jason Katz (2026) | 4 | 16.1 | 5.5 |
| Lazard US Small Cap Equity Select Open |
LZCOX
|
Jason Katz (2026) | 4 | 16.1 | 5.5 |
| Lazard US Small Cap Equity Select R6 |
RLSMX
|
Jason Katz (2026) | 4 | 16.1 | 5.5 |
| Mairs & Power Small Cap |
MSCFX
|
Kyle Bergacker (2026) | 4 | 15.2 | 6.5 |
| Manning & Napier Rainier Intl Discv I |
RAIIX
|
Badan Tuladhar (2026) | 2 | 14.6 | 7.3 |
| Manning & Napier Rainier Intl Discv S |
RISAX
|
Badan Tuladhar (2026) | 2 | 14.6 | 7.3 |
| Manning & Napier Rainier Intl Discv W |
RAIWX
|
Badan Tuladhar (2026) | 2 | 14.6 | 7.3 |
| Manning & Napier Rainier Intl Discv Z |
RAIRX
|
Badan Tuladhar (2026) | 2 | 14.6 | 7.3 |
| MassMutual Small Cap Opps A |
DLBMX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Adm |
MSCLX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps I |
MSOOX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R3 |
MCCRX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R4 |
MOORX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R5 |
MSCDX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Svc |
MSVYX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Y |
MMOGX
|
Bryan Lassiter (2026) | 3 | 17.4 | 10.3 |
| Monteagle Enhanced Equity Income Instl |
EEIFX
|
Jason Hawkins (2026) | 3 | 4.7 | 2.0 |
| Multi-Manager Small Cap Eq Strat Inst |
CZMSX
|
Derek Johnston (2025) | 8 | 14.1 | 5.6 |
| Multi-Manager Small Cap Eq Strat Inst |
CZMSX
|
Robert Mitchell (2012) | 8 | 14.1 | 5.6 |
| Multi-Manager Value Strategies Inst |
CZMVX
|
John Bailer (2026) | 11 | 10.4 | 2.3 |
| Multi-Manager Value Strategies Inst |
CZMVX
|
Brian Ferguson (2026) | 11 | 10.4 | 2.3 |
| Multi-Manager Value Strategies Inst |
CZMVX
|
Keith Howell Jr. (2026) | 11 | 10.4 | 2.3 |
| NYLIM Candriam Intl Cor Eq A |
ICEVX
|
Dave Benichou (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq A |
ICEVX
|
Sébastien Jallet (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq C |
ICEWX
|
Dave Benichou (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq C |
ICEWX
|
Sébastien Jallet (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq I |
ICEUX
|
Dave Benichou (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq I |
ICEUX
|
Sébastien Jallet (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq Investor |
ICELX
|
Dave Benichou (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq Investor |
ICELX
|
Sébastien Jallet (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq SIMPLE |
ICERX
|
Dave Benichou (2026) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq SIMPLE |
ICERX
|
Sébastien Jallet (2026) | 2 | 0.1 | 0.1 |
| Nomura Value A |
DDVAX
|
Ben Leung (2026) | 2 | 0.0 | 0.0 |
| Nomura Value A |
DDVAX
|
Samir Vanza (2026) | 2 | 0.0 | 0.0 |
| Nomura Value C |
DDVCX
|
Ben Leung (2026) | 2 | 0.0 | 0.0 |
| Nomura Value C |
DDVCX
|
Samir Vanza (2026) | 2 | 0.0 | 0.0 |
| Nomura Value Institutional |
DDVIX
|
Ben Leung (2026) | 2 | 0.0 | 0.0 |
| Nomura Value Institutional |
DDVIX
|
Samir Vanza (2026) | 2 | 0.0 | 0.0 |
| Nomura Value R |
DDVRX
|
Ben Leung (2026) | 2 | 0.0 | 0.0 |
| Nomura Value R |
DDVRX
|
Samir Vanza (2026) | 2 | 0.0 | 0.0 |
| Nomura Value R6 |
DDZRX
|
Ben Leung (2026) | 2 | 0.0 | 0.0 |
| Nomura Value R6 |
DDZRX
|
Samir Vanza (2026) | 2 | 0.0 | 0.0 |
| Northern Emerging Markets Equity Index |
NOEMX
|
Keith Carroll (2026) | 4 | 7.3 | 2.7 |
| Northern Global Real Estate Index |
NGREX
|
Robert Anstine (2026) | 4 | 2.5 | 1.5 |
| Northern International Equity |
NOIGX
|
Jeffrey Sampson (2026) | 3 | 2.3 | 1.5 |
| Northern International Equity Index |
NOINX
|
Yair Walny (2026) | 4 | 2.1 | 1.4 |
| Northern Large Cap Core |
NOLCX
|
Jeffrey Sampson (2026) | 3 | 2.3 | 1.5 |
| Northern Large Cap Value |
NOLVX
|
Reed LeMar (2026) | 3 | 11.3 | 4.0 |
| Northern Small Cap Core I |
NSGRX
|
Peter Zymali (2026) | 3 | 2.3 | 1.5 |
| Northern Small Cap Core K |
NSCKX
|
Peter Zymali (2026) | 3 | 2.3 | 1.5 |
| Northern Small Cap Value |
NOSGX
|
Peter Zymali (2026) | 3 | 2.3 | 1.5 |
| Northern US Quality ESG I |
NUEIX
|
Reed LeMar (2026) | 3 | 9.1 | 6.1 |
| Northern US Quality ESG K |
NUESX
|
Reed LeMar (2026) | 3 | 9.1 | 6.1 |
| Northern World Selection Index I |
NSRIX
|
Robert Anstine (2026) | 4 | 7.3 | 2.7 |
| Northern World Selection Index K |
NSRKX
|
Robert Anstine (2026) | 4 | 7.3 | 2.7 |
| PRIMECAP Odyssey Aggressive Growth |
POAGX
|
M. Mohsin Ansari (2012) | 5 | 22.0 | 18.5 |
| PRIMECAP Odyssey Growth |
POGRX
|
M. Mohsin Ansari (2012) | 5 | 22.0 | 18.5 |
| PRIMECAP Odyssey Stock |
POSKX
|
M. Mohsin Ansari (2012) | 5 | 22.0 | 18.5 |
| Reinhart Genesis PMV Institutional |
RPMLX
|
Matthew Martinek (2018) | 2 | 8.4 | 5.3 |
| Reinhart Genesis PMV Institutional |
RPMLX
|
Joshua Wheeler (2024) | 2 | 8.4 | 5.3 |
| Russell Inv Opportunistic Credit A |
RGCAX
|
Keith Brakebill (2025) | 3 | 1.8 | 1.5 |
| Russell Inv Opportunistic Credit C |
RGCCX
|
Keith Brakebill (2025) | 3 | 1.8 | 1.5 |
| Russell Inv Opportunistic Credit M |
RGOTX
|
Keith Brakebill (2025) | 3 | 1.8 | 1.5 |
| Russell Inv Opportunistic Credit S |
RGCSX
|
Keith Brakebill (2025) | 3 | 1.8 | 1.5 |
| Russell Inv Opportunistic Credit Y |
RGCYX
|
Keith Brakebill (2025) | 3 | 1.8 | 1.5 |
| SEI Emerging Markets Debt A (SIIT) |
SEDAX
|
Jason Martin (2026) | 13 | 8.1 | 4.9 |
| SEI Large Cap Disciplined Eq A (SIIT) |
SCPAX
|
Sorin Roibu (2026) | 17 | 9.8 | 4.5 |
| SEI Small Cap A (SIIT) |
SLPAX
|
Gal Skarishevsky (2026) | 19 | 28.9 | 8.4 |
| State Street Instl Small-Cap Equity Inv |
SIVIX
|
George Mussalli (2026) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Inv |
SIVIX
|
Richard Tan (2026) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Svc |
SSQSX
|
George Mussalli (2026) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Svc |
SSQSX
|
Richard Tan (2026) | 9 | 16.2 | 4.8 |
| T. Rowe Price Dividend Growth |
PRDGX
|
David Rowlett (2026) | 2 | 26.6 | 13.3 |
| T. Rowe Price Dividend Growth Advisor |
TADGX
|
David Rowlett (2026) | 2 | 26.6 | 13.3 |
| T. Rowe Price Dividend Growth I |
PDGIX
|
David Rowlett (2026) | 2 | 26.6 | 13.3 |
| T. Rowe Price Dividend Growth Z |
TRZDX
|
David Rowlett (2026) | 2 | 26.6 | 13.3 |
| Thornburg Better World International A |
TBWAX
|
Di Zhou (2026) | 2 | 2.8 | 1.4 |
| Thornburg Better World International C |
TBWCX
|
Di Zhou (2026) | 2 | 2.8 | 1.4 |
| Thornburg Better World International I |
TBWIX
|
Di Zhou (2026) | 2 | 2.8 | 1.4 |
| Thrivent Mid Cap Growth S |
TMCGX
|
Taylor Cope (2026) | 2 | 1.1 | 0.6 |
| Thrivent Small Cap Growth S |
TSCGX
|
Addison Holmes (2026) | 3 | 3.9 | 1.7 |
| VY® BrandywineGLOBAL-Bond Port |
VGSBX
|
Kevin O’Neil (2026) | 3 | 7.2 | 2.9 |
| Vanguard Capital Opportunity Adm |
VHCAX
|
M. Mohsin Ansari (2007) | 5 | 28.8 | 23.0 |
| Vanguard Capital Opportunity Inv |
VHCOX
|
M. Mohsin Ansari (2007) | 5 | 28.8 | 23.0 |
| Vanguard Commodity Strategy Admiral |
VCMDX
|
Sharon Hill (2026) | 3 | 7.4 | 4.9 |
| Vanguard Equity-Income Adm |
VEIRX
|
Cesar Orosco (2026) | 3 | 5.7 | 3.6 |
| Vanguard Equity-Income Inv |
VEIPX
|
Cesar Orosco (2026) | 3 | 5.7 | 3.6 |
| Vanguard Explorer Adm |
VEXRX
|
Scott Rodemer (2026) | 10 | 13.2 | 6.1 |
| Vanguard Explorer Inv |
VEXPX
|
Scott Rodemer (2026) | 10 | 13.2 | 6.1 |
| Vanguard Global Minimum Volatility Admr |
VMNVX
|
Sharon Hill (2026) | 3 | 3.6 | 1.3 |
| Vanguard Global Minimum Volatility Admr |
VMNVX
|
Cesar Orosco (2026) | 3 | 3.6 | 1.3 |
| Vanguard Global Minimum Volatility Inv |
VMVFX
|
Sharon Hill (2026) | 3 | 3.6 | 1.3 |
| Vanguard Global Minimum Volatility Inv |
VMVFX
|
Cesar Orosco (2026) | 3 | 3.6 | 1.3 |
| Vanguard Market Neutral I |
VMNIX
|
Scott Rodemer (2026) | 2 | 5.7 | 2.9 |
| Vanguard Market Neutral Inv |
VMNFX
|
Scott Rodemer (2026) | 2 | 5.7 | 2.9 |
| Vanguard PRIMECAP Adm |
VPMAX
|
M. Mohsin Ansari (2007) | 5 | 41.4 | 27.4 |
| Vanguard PRIMECAP Core Inv |
VPCCX
|
M. Mohsin Ansari (2007) | 5 | 21.9 | 19.3 |
| Vanguard PRIMECAP Inv |
VPMCX
|
M. Mohsin Ansari (2007) | 5 | 41.4 | 27.4 |
| Vanguard Strategic Equity Inv |
VSEQX
|
Scott Rodemer (2026) | 2 | 5.7 | 2.9 |
| Vanguard Strategic Small-Cap Equity Inv |
VSTCX
|
Scott Rodemer (2026) | 2 | 5.7 | 2.9 |
| Vanguard US Multifactor Admiral™ |
VFMFX
|
Cesar Orosco (2026) | 2 | 3.6 | 1.8 |
| Virtus NFJ Dividend Value A |
PNEAX
|
Kris Marca (2026) | 4 | 19.0 | 7.9 |
| Virtus NFJ Dividend Value C |
PNECX
|
Kris Marca (2026) | 4 | 19.0 | 7.9 |
| Virtus NFJ Dividend Value Inst |
NFJEX
|
Kris Marca (2026) | 4 | 19.0 | 7.9 |
| Virtus NFJ Dividend Value R6 |
ANDVX
|
Kris Marca (2026) | 4 | 19.0 | 7.9 |
| Virtus NFJ Large-Cap Value A |
PNBAX
|
Kris Marca (2026) | 5 | 26.5 | 8.4 |
| Virtus NFJ Large-Cap Value Fund Inst |
ANVIX
|
Kris Marca (2026) | 5 | 26.5 | 8.4 |
| Virtus NFJ Large-Cap Value R6 |
VAAGX
|
Kris Marca (2026) | 5 | 26.5 | 8.4 |
| Western Asset Short-Term Bond A |
SBSTX
|
Nicholas Mastroianni (2021) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C |
LWSOX
|
Nicholas Mastroianni (2021) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C1 |
SSTLX
|
Nicholas Mastroianni (2021) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond I |
SBSYX
|
Nicholas Mastroianni (2021) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond IS |
LWSTX
|
Nicholas Mastroianni (2021) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond R |
LWARX
|
Nicholas Mastroianni (2021) | 6 | 8.5 | 4.4 |
| Wilshire Income Opportunities Instl |
WIOPX
|
Raj Jadav (2024) | 13 | 10.6 | 4.9 |
| Wilshire Income Opportunities Invest |
WIORX
|
Raj Jadav (2024) | 13 | 10.6 | 4.9 |
| Wilshire International Equity Instl |
WLTTX
|
Raj Jadav (2024) | 28 | 13.0 | 6.9 |
| Wilshire International Equity Invmt |
WLCTX
|
Raj Jadav (2024) | 28 | 13.0 | 6.9 |
| Wilshire Large Company Growth Instl |
WLCGX
|
Raj Jadav (2024) | 16 | 24.6 | 7.5 |
| Wilshire Large Company Growth Invmt |
DTLGX
|
Raj Jadav (2024) | 16 | 24.6 | 7.5 |
| Wilshire Large Company Value Instl |
WLCVX
|
Raj Jadav (2024) | 17 | 13.6 | 5.9 |
| Wilshire Large Company Value Invmt |
DTLVX
|
Raj Jadav (2024) | 17 | 13.6 | 5.9 |
(Data as of 10/31/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| AB Sustainable Global Thematic A |
ALTFX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic Advisor |
ATEYX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic C |
ATECX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic I |
AGTIX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Global Thematic Z |
ATEZX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable International Thematic Z |
AWPZX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic A |
AWPAX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic Advisor |
AWPYX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic C |
AWPCX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AB Sustainable Intl Thematic I |
AWPIX
|
Benjamin Ruegsegger (2023) | 3 | 0.7 | 0.3 |
| AMG GW&K Core Bond I |
MBDFX
|
Mary Kane (2015) | 2 | 1.3 | 0.9 |
| AMG GW&K Core Bond N |
MBGVX
|
Mary Kane (2015) | 2 | 1.3 | 0.9 |
| AMG GW&K Core Bond Z |
MBDLX
|
Mary Kane (2015) | 2 | 1.3 | 0.9 |
| AMG GW&K Enhanced Core Bond I |
MGBIX
|
Mary Kane (2021) | 2 | 1.3 | 0.9 |
| AMG GW&K Enhanced Core Bond N |
MGFIX
|
Mary Kane (2021) | 2 | 1.3 | 0.9 |
| Alger Dynamic Opportunities A |
SPEDX
|
Joshua Bennett (2017) | 5 | 17.0 | 11.2 |
| Alger Dynamic Opportunities C |
ADOCX
|
Joshua Bennett (2017) | 5 | 17.0 | 11.2 |
| Alger Dynamic Opportunities Z |
ADOZX
|
Joshua Bennett (2017) | 5 | 17.0 | 11.2 |
| Alger Weatherbie Specialized Growth A |
ALMAX
|
Joshua Bennett (2017) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth C |
ALMCX
|
Joshua Bennett (2017) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth I |
ASIMX
|
Joshua Bennett (2017) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth Y |
ASYMX
|
Joshua Bennett (2017) | 2 | 9.7 | 4.9 |
| Alger Weatherbie Specialized Growth Z |
ASMZX
|
Joshua Bennett (2017) | 2 | 9.7 | 4.9 |
| American Funds Income Fd of Amer 529-A |
CIMAX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-A |
CIMAX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-C |
CIMCX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-C |
CIMCX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-E |
CIMEX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-E |
CIMEX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-F-2 |
FAIFX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-F-2 |
FAIFX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-F-3 |
FFIFX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer 529-F-3 |
FFIFX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer A |
AMECX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer A |
AMECX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer C |
IFACX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer C |
IFACX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-1 |
IFAFX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-1 |
IFAFX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-2 |
AMEFX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-2 |
AMEFX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-3 |
FIFAX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer F-3 |
FIFAX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-1 |
RIDAX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-1 |
RIDAX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-2 |
RIDBX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-2 |
RIDBX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-2E |
RIEBX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-2E |
RIEBX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-3 |
RIDCX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-3 |
RIDCX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-4 |
RIDEX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-4 |
RIDEX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-5 |
RIDFX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-5 |
RIDFX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-5E |
RIDHX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-5E |
RIDHX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-6 |
RIDGX
|
David Daigle (2006) | 9 | 29.1 | 11.4 |
| American Funds Income Fd of Amer R-6 |
RIDGX
|
Dimitrije Mitrinovic (2023) | 9 | 29.1 | 11.4 |
| BNY Mellon Instl S&P 500 Stk Idx I |
DSPIX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| BNY Mellon International Stock Index I |
DINIX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| BNY Mellon International Stock Index Inv |
DIISX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| BNY Mellon MidCap Index I |
DMIDX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| BNY Mellon MidCap Index Inv |
PESPX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| BNY Mellon S&P 500 Index |
PEOPX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| BNY Mellon Small Cap Stock Index I |
DISIX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| BNY Mellon Small Cap Stock Index Inv |
DISSX
|
Michael Stoll (2020) | 4 | 6.0 | 6.0 |
| Barrow Hanley Credit Opportunities I |
BCONX
|
Nicholas Losey (2022) | 2 | 4.6 | 4.6 |
| Barrow Hanley Floating Rate I |
BFRNX
|
Nicholas Losey (2022) | 2 | 4.6 | 4.6 |
| BrandywineGLOBAL Flexible Bond A |
LFLAX
|
Jack McIntyre (2017) | 5 | 10.4 | 8.3 |
| BrandywineGLOBAL Flexible Bond C |
LFLCX
|
Jack McIntyre (2017) | 5 | 10.4 | 8.3 |
| BrandywineGLOBAL Flexible Bond I |
LFLIX
|
Jack McIntyre (2017) | 5 | 10.4 | 8.3 |
| BrandywineGLOBAL Flexible Bond IS |
LFLSX
|
Jack McIntyre (2017) | 5 | 10.4 | 8.3 |
| BrandywineGLOBAL Global Opp Bond A |
GOBAX
|
Jack McIntyre (2012) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond C |
LGOCX
|
Jack McIntyre (2012) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond C1 |
GOBCX
|
Jack McIntyre (2012) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond FI |
GOBFX
|
Jack McIntyre (2012) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond I |
GOBIX
|
Jack McIntyre (2012) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond IS |
GOBSX
|
Jack McIntyre (2012) | 5 | 9.8 | 4.6 |
| BrandywineGLOBAL Global Opp Bond R |
LBORX
|
Jack McIntyre (2012) | 5 | 9.8 | 4.6 |
| Bridge Builder Small Cap Fund |
BBVSX
|
Timothy Collard (2023) | 20 | 11.5 | 1.7 |
| Bridge Builder Small Cap Fund |
BBVSX
|
Anthony Philipp (2026) | 20 | 11.5 | 1.7 |
| Bridge Builder Small Cap Fund |
BBVSX
|
Steven Pollack (2015) | 20 | 11.5 | 1.7 |
| Bridge Builder Tax Managed Large Cap |
BBTLX
|
Taymour Tamaddon (2022) | 9 | 4.4 | 3.4 |
| ClearBridge Global Infrastructure Inc A |
RGAVX
|
Nick Langley (2016) | 4 | 10.6 | 7.0 |
| ClearBridge Global Infrastructure Inc C |
CBGAX
|
Nick Langley (2016) | 4 | 10.6 | 7.0 |
| ClearBridge Global Infrastructure Inc I |
RGIVX
|
Nick Langley (2016) | 4 | 10.6 | 7.0 |
| ClearBridge Global Infrastructure Inc IS |
RGSVX
|
Nick Langley (2016) | 4 | 10.6 | 7.0 |
| Columbia Emerging Markets Bond A |
REBAX
|
Adrian Hilton (2020) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond Inst |
CMBZX
|
Adrian Hilton (2020) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond Inst2 |
CEBRX
|
Adrian Hilton (2020) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond Inst3 |
CEBYX
|
Adrian Hilton (2020) | 2 | 9.5 | 4.8 |
| Columbia Emerging Markets Bond R |
CMBRX
|
Adrian Hilton (2020) | 2 | 9.5 | 4.8 |
| Columbia Multi Strat Alts A |
CLAAX
|
Jonathan Fader (2021) | 16 | 11.8 | 6.3 |
| Columbia Multi Strat Alts C |
CLABX
|
Jonathan Fader (2021) | 16 | 11.8 | 6.3 |
| Columbia Multi Strat Alts Inst |
CLAZX
|
Jonathan Fader (2021) | 16 | 11.8 | 6.3 |
| Destinations Multi Strategy Alts I |
DMSFX
|
Andreas Eckner (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts I |
DMSFX
|
Guillaume Horel (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts I |
DMSFX
|
Ajit Kumar (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts I |
DMSFX
|
Edwin Tsui (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts I |
DMSFX
|
David Weeks (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
Andreas Eckner (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
Guillaume Horel (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
Ajit Kumar (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
Edwin Tsui (2019) | 7 | 4.3 | 1.7 |
| Destinations Multi Strategy Alts Z |
DMSZX
|
David Weeks (2019) | 7 | 4.3 | 1.7 |
| DoubleLine Em Mkts Lcl Ccy Bd R6 |
DEMLX
|
William Campbell (2026) | 4 | 7.4 | 7.4 |
| DoubleLine Em Mkts Lcl Ccy Bd R6 |
DEMLX
|
Mark Christensen (2015) | 4 | 7.4 | 7.4 |
| DoubleLine Em Mkts Lcl Ccy Bd R6 |
DEMLX
|
Su Koo (2015) | 4 | 7.4 | 7.4 |
| DoubleLine Emerging Markets Fixed Inc R6 |
DEMMX
|
William Campbell (2019) | 3 | 10.9 | 7.5 |
| DoubleLine Emerging Markets Fixed Inc R6 |
DEMMX
|
Mark Christensen (2019) | 3 | 10.9 | 7.5 |
| DoubleLine Emerging Markets Fixed Inc R6 |
DEMMX
|
Valerie Ho (2019) | 3 | 10.9 | 7.5 |
| DoubleLine Emerging Markets Fixed Inc R6 |
DEMMX
|
Su Koo (2019) | 3 | 10.9 | 7.5 |
| Eaton Vance Multi-Asset Credit A |
EAAMX
|
Daniel McElaney (2023) | 4 | 15.0 | 7.7 |
| Eaton Vance Multi-Asset Credit C |
ECAMX
|
Daniel McElaney (2023) | 4 | 15.0 | 7.7 |
| Eaton Vance Multi-Asset Credit I |
EIAMX
|
Daniel McElaney (2023) | 4 | 15.0 | 7.7 |
| Eaton Vance Multi-Asset Credit R6 |
ERAMX
|
Daniel McElaney (2023) | 4 | 15.0 | 7.7 |
| Fidelity Advisor Multi-Asset Income A |
FWATX
|
Ford O'Neil (2015) | 3 | 11.2 | 7.0 |
| Fidelity Advisor Multi-Asset Income C |
FWBTX
|
Ford O'Neil (2015) | 3 | 11.2 | 7.0 |
| Fidelity Advisor Multi-Asset Income I |
FAYZX
|
Ford O'Neil (2015) | 3 | 11.2 | 7.0 |
| Fidelity Advisor Multi-Asset Income M |
FAZYX
|
Ford O'Neil (2015) | 3 | 11.2 | 7.0 |
| Fidelity Advisor Multi-Asset Income Z |
FIWBX
|
Ford O'Neil (2015) | 3 | 11.2 | 7.0 |
| Fidelity Advisor Strategic Div & Inc A |
FASDX
|
Ford O'Neil (2012) | 4 | 19.2 | 10.2 |
| Fidelity Advisor Strategic Div & Inc C |
FCSDX
|
Ford O'Neil (2012) | 4 | 19.2 | 10.2 |
| Fidelity Advisor Strategic Div & Inc I |
FSIDX
|
Ford O'Neil (2012) | 4 | 19.2 | 10.2 |
| Fidelity Advisor Strategic Div & Inc M |
FTSDX
|
Ford O'Neil (2012) | 4 | 19.2 | 10.2 |
| Fidelity Advisor Strategic Div & Inc Z |
FIQWX
|
Ford O'Neil (2012) | 4 | 19.2 | 10.2 |
| Fidelity Advisor Strategic Income A |
FSTAX
|
Ford O'Neil (2012) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income C |
FSRCX
|
Ford O'Neil (2012) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income I |
FSRIX
|
Ford O'Neil (2012) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income M |
FSIAX
|
Ford O'Neil (2012) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Income Z |
FIWDX
|
Ford O'Neil (2012) | 11 | 27.5 | 9.3 |
| Fidelity Advisor Strategic Real Ret A |
FSRAX
|
Ford O'Neil (2012) | 5 | 9.3 | 5.3 |
| Fidelity Advisor Strategic Real Ret C |
FCSRX
|
Ford O'Neil (2012) | 5 | 9.3 | 5.3 |
| Fidelity Advisor Strategic Real Ret I |
FSIRX
|
Ford O'Neil (2012) | 5 | 9.3 | 5.3 |
| Fidelity Advisor Strategic Real Ret M |
FSRTX
|
Ford O'Neil (2012) | 5 | 9.3 | 5.3 |
| Fidelity Advisor Strategic Real Ret Z |
FIQDX
|
Ford O'Neil (2012) | 5 | 9.3 | 5.3 |
| Fidelity Advisor Sust Core Plus Bond A |
FIAIX
|
Ford O'Neil (2022) | 8 | 4.6 | 3.1 |
| Fidelity Advisor Sust Core Plus Bond C |
FIAJX
|
Ford O'Neil (2022) | 8 | 4.6 | 3.1 |
| Fidelity Advisor Sust Core Plus Bond I |
FIALX
|
Ford O'Neil (2022) | 8 | 4.6 | 3.1 |
| Fidelity Advisor Sust Core Plus Bond M |
FIAKX
|
Ford O'Neil (2022) | 8 | 4.6 | 3.1 |
| Fidelity Advisor Sust Core Plus Bond Z |
FIAMX
|
Ford O'Neil (2022) | 8 | 4.6 | 3.1 |
| Fidelity Advisor Total Bond A |
FEPAX
|
Ford O'Neil (2004) | 8 | 12.0 | 4.4 |
| Fidelity Advisor Total Bond C |
FCEPX
|
Ford O'Neil (2004) | 8 | 12.0 | 4.4 |
| Fidelity Advisor Total Bond I |
FEPIX
|
Ford O'Neil (2004) | 8 | 12.0 | 4.4 |
| Fidelity Advisor Total Bond M |
FEPTX
|
Ford O'Neil (2004) | 8 | 12.0 | 4.4 |
| Fidelity Advisor Total Bond Z |
FBKWX
|
Ford O'Neil (2004) | 8 | 12.0 | 4.4 |
| Fidelity Multi-Asset Income |
FMSDX
|
Ford O'Neil (2015) | 3 | 11.2 | 7.0 |
| Fidelity SAI Sustainable Core Plus Bond |
FIABX
|
Ford O'Neil (2022) | 8 | 4.6 | 3.1 |
| Fidelity SAI Total Bond |
FSMTX
|
Ford O'Neil (2018) | 8 | 8.0 | 3.8 |
| Fidelity Series All-Sector Equity |
FSAEX
|
Becky Baker (2022) | 11 | 18.1 | 4.2 |
| Fidelity Series Investment Grade Bond |
FSIGX
|
Ford O'Neil (2008) | 6 | 10.0 | 3.3 |
| Fidelity Strategic Dividend & Income |
FSDIX
|
Ford O'Neil (2012) | 4 | 19.2 | 10.2 |
| Fidelity Strategic Income |
FADMX
|
Ford O'Neil (2012) | 11 | 27.5 | 9.3 |
| Fidelity Strategic Real Return |
FSRRX
|
Ford O'Neil (2012) | 5 | 9.3 | 5.3 |
| Fidelity Strategic Real Return K6 |
FSRKX
|
Ford O'Neil (2012) | 5 | 9.3 | 5.3 |
| Fidelity Sustainable Cr Pl Bd |
FIAEX
|
Ford O'Neil (2022) | 8 | 4.6 | 3.1 |
| Fidelity Total Bond Fund |
FTBFX
|
Ford O'Neil (2004) | 8 | 12.0 | 4.4 |
| Fidelity Total Bond K6 |
FTKFX
|
Ford O'Neil (2017) | 8 | 9.4 | 4.1 |
| Fidelity® Climate |
FSLEX
|
Brian Aronson (2025) | 1 | 0.3 | 0.3 |
| Franklin Alternative Strategies A |
FAAAX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies A |
FAAAX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies A |
FAAAX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies Adv |
FABZX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies Adv |
FABZX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies Adv |
FABZX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies C |
FASCX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies C |
FASCX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies C |
FASCX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R |
FSKKX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R |
FSKKX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R |
FSKKX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R6 |
FASRX
|
Robert Christian (2014) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R6 |
FASRX
|
Lillian Knight (2024) | 3 | 12.1 | 5.6 |
| Franklin Alternative Strategies R6 |
FASRX
|
Art Vinokur (2024) | 3 | 12.1 | 5.6 |
| Franklin Gold and Precious Metals A |
FKRCX
|
Frederick Fromm (2005) | 2 | 27.6 | 14.1 |
| Franklin Gold and Precious Metals Adv |
FGADX
|
Frederick Fromm (2005) | 2 | 27.6 | 14.1 |
| Franklin Gold and Precious Metals C |
FRGOX
|
Frederick Fromm (2005) | 2 | 27.6 | 14.1 |
| Franklin Gold and Precious Metals R6 |
FGPMX
|
Frederick Fromm (2005) | 2 | 27.6 | 14.1 |
| Franklin Natural Resources A |
FRNRX
|
Frederick Fromm (2003) | 2 | 27.6 | 22.9 |
| Franklin Natural Resources Adv |
FNRAX
|
Frederick Fromm (2003) | 2 | 27.6 | 22.9 |
| Franklin Natural Resources C |
FNCRX
|
Frederick Fromm (2003) | 2 | 27.6 | 22.9 |
| Franklin Natural Resources R6 |
FNCSX
|
Frederick Fromm (2003) | 2 | 27.6 | 22.9 |
| Franklin Small Cap Growth A |
FSGRX
|
Bradley Carris (2004) | 2 | 0.8 | 0.7 |
| Franklin Small Cap Growth Adv |
FSSAX
|
Bradley Carris (2004) | 2 | 0.8 | 0.7 |
| Franklin Small Cap Growth C |
FCSGX
|
Bradley Carris (2004) | 2 | 0.8 | 0.7 |
| Franklin Small Cap Growth R |
FSSRX
|
Bradley Carris (2004) | 2 | 0.8 | 0.7 |
| Franklin Small Cap Growth R6 |
FSMLX
|
Bradley Carris (2004) | 2 | 0.8 | 0.7 |
| Franklin Utilities A |
FKUQX
|
John Kohli (1998) | 2 | 16.8 | 8.7 |
| Franklin Utilities A1 |
FKUTX
|
John Kohli (1998) | 2 | 16.8 | 8.7 |
| Franklin Utilities Adv |
FRUAX
|
John Kohli (1998) | 2 | 16.8 | 8.7 |
| Franklin Utilities C |
FRUSX
|
John Kohli (1998) | 2 | 16.8 | 8.7 |
| Franklin Utilities R |
FRURX
|
John Kohli (1998) | 2 | 16.8 | 8.7 |
| Franklin Utilities R6 |
FUFRX
|
John Kohli (1998) | 2 | 16.8 | 8.7 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Benjamin Betcher (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Wesley Johnston (2016) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Instl |
GGEYX
|
Thomas Trentman (2017) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Benjamin Betcher (2026) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Wesley Johnston (2016) | 18 | 11.6 | 3.2 |
| GuideStone Funds Growth Equity Investor |
GGEZX
|
Thomas Trentman (2017) | 18 | 11.6 | 3.2 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Bruce Jacobs (2018) | 15 | 24.2 | 4.0 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Kenneth Levy (2018) | 15 | 24.2 | 4.0 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Bruce Jacobs (2018) | 15 | 24.2 | 4.0 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Kenneth Levy (2018) | 15 | 24.2 | 4.0 |
| Invesco Charter A |
CHTRX
|
Benjamin Ram (2019) | 2 | 3.9 | 3.9 |
| Invesco Charter C |
CHTCX
|
Benjamin Ram (2019) | 2 | 3.9 | 3.9 |
| Invesco Charter R |
CHRRX
|
Benjamin Ram (2019) | 2 | 3.9 | 3.9 |
| Invesco Charter R5 |
CHTVX
|
Benjamin Ram (2019) | 2 | 3.9 | 3.9 |
| Invesco Charter R6 |
CHFTX
|
Benjamin Ram (2019) | 2 | 3.9 | 3.9 |
| Invesco Charter S |
CHRSX
|
Benjamin Ram (2019) | 2 | 3.9 | 3.9 |
| Invesco Charter Y |
CHTYX
|
Benjamin Ram (2019) | 2 | 3.9 | 3.9 |
| Invesco Diversified Dividend A |
LCEAX
|
Christopher McMeans (2016) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend C |
LCEVX
|
Christopher McMeans (2016) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend Investor |
LCEIX
|
Christopher McMeans (2016) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend R |
DDFRX
|
Christopher McMeans (2016) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend R5 |
DDFIX
|
Christopher McMeans (2016) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend R6 |
LCEFX
|
Christopher McMeans (2016) | 4 | 6.3 | 4.2 |
| Invesco Diversified Dividend Y |
LCEYX
|
Christopher McMeans (2016) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income A |
IAUTX
|
Christopher McMeans (2017) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income C |
IUTCX
|
Christopher McMeans (2017) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income Investor |
FSTUX
|
Christopher McMeans (2017) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income R |
IRTCX
|
Christopher McMeans (2017) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income R5 |
FSIUX
|
Christopher McMeans (2017) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income R6 |
IFUTX
|
Christopher McMeans (2017) | 4 | 6.3 | 4.2 |
| Invesco Dividend Income Y |
IAUYX
|
Christopher McMeans (2017) | 4 | 6.3 | 4.2 |
| Invesco Equity and Income A |
ACEIX
|
Brian Jurkash (2015) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income A |
ACEIX
|
Sergio Marcheli (2003) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income C |
ACERX
|
Brian Jurkash (2015) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income C |
ACERX
|
Sergio Marcheli (2003) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income R |
ACESX
|
Brian Jurkash (2015) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income R |
ACESX
|
Sergio Marcheli (2003) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income R5 |
ACEKX
|
Brian Jurkash (2015) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income R5 |
ACEKX
|
Sergio Marcheli (2003) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income R6 |
IEIFX
|
Brian Jurkash (2015) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income R6 |
IEIFX
|
Sergio Marcheli (2003) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income Y |
ACETX
|
Brian Jurkash (2015) | 3 | 16.7 | 9.4 |
| Invesco Equity and Income Y |
ACETX
|
Sergio Marcheli (2003) | 3 | 16.7 | 9.4 |
| Invesco Global Opportunities A |
OPGIX
|
David Nadel (2023) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities C |
OGICX
|
David Nadel (2023) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities R |
OGINX
|
David Nadel (2023) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities R5 |
GOFFX
|
David Nadel (2023) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities R6 |
OGIIX
|
David Nadel (2023) | 4 | 1.7 | 1.0 |
| Invesco Global Opportunities Y |
OGIYX
|
David Nadel (2023) | 4 | 1.7 | 1.0 |
| Invesco Growth and Income A |
ACGIX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income A |
ACGIX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income C |
ACGKX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income C |
ACGKX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income R |
ACGLX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income R |
ACGLX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income R5 |
ACGQX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income R5 |
ACGQX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income R6 |
GIFFX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income R6 |
GIFFX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income Y |
ACGMX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| Invesco Growth and Income Y |
ACGMX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| Invesco International Small-Mid Com A |
OSMAX
|
David Nadel (2019) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com C |
OSMCX
|
David Nadel (2019) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com R |
OSMNX
|
David Nadel (2019) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com R5 |
INSLX
|
David Nadel (2019) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com R6 |
OSCIX
|
David Nadel (2019) | 2 | 2.7 | 1.4 |
| Invesco International Small-Mid Com Y |
OSMYX
|
David Nadel (2019) | 2 | 2.7 | 1.4 |
| Invesco Main Street A |
MSIGX
|
Benjamin Ram (2009) | 2 | 17.5 | 8.8 |
| Invesco Main Street All Cap A |
OMSOX
|
Joy Budzinski (2014) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap A |
OMSOX
|
Belinda Cavazos (2022) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap C |
OMSCX
|
Joy Budzinski (2014) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap C |
OMSCX
|
Belinda Cavazos (2022) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R |
OMSNX
|
Joy Budzinski (2014) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R |
OMSNX
|
Belinda Cavazos (2022) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R5 |
MSAZX
|
Joy Budzinski (2014) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R5 |
MSAZX
|
Belinda Cavazos (2022) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R6 |
IOAPX
|
Joy Budzinski (2014) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap R6 |
IOAPX
|
Belinda Cavazos (2022) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap Y |
OMSYX
|
Joy Budzinski (2014) | 2 | 11.9 | 6.0 |
| Invesco Main Street All Cap Y |
OMSYX
|
Belinda Cavazos (2022) | 2 | 11.9 | 6.0 |
| Invesco Main Street C |
MIGCX
|
Benjamin Ram (2009) | 2 | 17.5 | 8.8 |
| Invesco Main Street Mid Cap A |
OPMSX
|
Joy Budzinski (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap A |
OPMSX
|
Belinda Cavazos (2020) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap A |
OPMSX
|
Magnus Krantz (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap A |
OPMSX
|
Raman Vardharaj (2009) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap C |
OPMCX
|
Joy Budzinski (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap C |
OPMCX
|
Belinda Cavazos (2020) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap C |
OPMCX
|
Magnus Krantz (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap C |
OPMCX
|
Raman Vardharaj (2009) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R |
OPMNX
|
Joy Budzinski (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R |
OPMNX
|
Belinda Cavazos (2020) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R |
OPMNX
|
Magnus Krantz (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R |
OPMNX
|
Raman Vardharaj (2009) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R5 |
MSMJX
|
Joy Budzinski (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R5 |
MSMJX
|
Belinda Cavazos (2020) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R5 |
MSMJX
|
Magnus Krantz (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R5 |
MSMJX
|
Raman Vardharaj (2009) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R6 |
OPMIX
|
Joy Budzinski (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R6 |
OPMIX
|
Belinda Cavazos (2020) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R6 |
OPMIX
|
Magnus Krantz (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap R6 |
OPMIX
|
Raman Vardharaj (2009) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap Y |
OPMYX
|
Joy Budzinski (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap Y |
OPMYX
|
Belinda Cavazos (2020) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap Y |
OPMYX
|
Magnus Krantz (2012) | 3 | 17.5 | 10.5 |
| Invesco Main Street Mid Cap Y |
OPMYX
|
Raman Vardharaj (2009) | 3 | 17.5 | 10.5 |
| Invesco Main Street R |
OMGNX
|
Benjamin Ram (2009) | 2 | 17.5 | 8.8 |
| Invesco Main Street R5 |
MSJFX
|
Benjamin Ram (2009) | 2 | 17.5 | 8.8 |
| Invesco Main Street R6 |
OMSIX
|
Benjamin Ram (2009) | 2 | 17.5 | 8.8 |
| Invesco Main Street Small Cap A |
OSCAX
|
Joy Budzinski (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap A |
OSCAX
|
Magnus Krantz (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap A |
OSCAX
|
Raman Vardharaj (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap C |
OSCCX
|
Joy Budzinski (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap C |
OSCCX
|
Magnus Krantz (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap C |
OSCCX
|
Raman Vardharaj (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R |
OSCNX
|
Joy Budzinski (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R |
OSCNX
|
Magnus Krantz (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R |
OSCNX
|
Raman Vardharaj (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R5 |
MNSQX
|
Joy Budzinski (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R5 |
MNSQX
|
Magnus Krantz (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R5 |
MNSQX
|
Raman Vardharaj (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R6 |
OSSIX
|
Joy Budzinski (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R6 |
OSSIX
|
Magnus Krantz (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap R6 |
OSSIX
|
Raman Vardharaj (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap Y |
OSCYX
|
Joy Budzinski (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap Y |
OSCYX
|
Magnus Krantz (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Small Cap Y |
OSCYX
|
Raman Vardharaj (2013) | 3 | 13.5 | 9.0 |
| Invesco Main Street Y |
MIGYX
|
Benjamin Ram (2009) | 2 | 17.5 | 8.8 |
| Invesco Senior Floating Rate A |
OOSAX
|
David Lukkes (2015) | 2 | 6.1 | 6.1 |
| Invesco Senior Floating Rate C |
OOSCX
|
David Lukkes (2015) | 2 | 6.1 | 6.1 |
| Invesco Senior Floating Rate R |
OOSNX
|
David Lukkes (2015) | 2 | 6.1 | 6.1 |
| Invesco Senior Floating Rate R5 |
SFRRX
|
David Lukkes (2015) | 2 | 6.1 | 6.1 |
| Invesco Senior Floating Rate R6 |
OOSIX
|
David Lukkes (2015) | 2 | 6.1 | 6.1 |
| Invesco Senior Floating Rate Y |
OOSYX
|
David Lukkes (2015) | 2 | 6.1 | 6.1 |
| JHancock Income A |
JHFIX
|
Kelly Lim (2026) | 5 | 17.1 | 6.6 |
| JHancock Income A |
JHFIX
|
Kisoo Park (2015) | 5 | 17.1 | 6.6 |
| JHancock Income C |
JSTCX
|
Kelly Lim (2026) | 5 | 17.1 | 6.6 |
| JHancock Income C |
JSTCX
|
Kisoo Park (2015) | 5 | 17.1 | 6.6 |
| JHancock Income I |
JSTIX
|
Kelly Lim (2026) | 5 | 17.1 | 6.6 |
| JHancock Income I |
JSTIX
|
Kisoo Park (2015) | 5 | 17.1 | 6.6 |
| JHancock Income R2 |
JSNSX
|
Kelly Lim (2026) | 5 | 17.1 | 6.6 |
| JHancock Income R2 |
JSNSX
|
Kisoo Park (2015) | 5 | 17.1 | 6.6 |
| JHancock Income R4 |
JSNFX
|
Kelly Lim (2026) | 5 | 17.1 | 6.6 |
| JHancock Income R4 |
JSNFX
|
Kisoo Park (2015) | 5 | 17.1 | 6.6 |
| JHancock Income R5 |
JSNVX
|
Kelly Lim (2026) | 5 | 17.1 | 6.6 |
| JHancock Income R5 |
JSNVX
|
Kisoo Park (2015) | 5 | 17.1 | 6.6 |
| JHancock Income R6 |
JSNWX
|
Kelly Lim (2026) | 5 | 17.1 | 6.6 |
| JHancock Income R6 |
JSNWX
|
Kisoo Park (2015) | 5 | 17.1 | 6.6 |
| JHancock Strategic Income Opps A |
JIPAX
|
Kelly Lim (2026) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps A |
JIPAX
|
Kisoo Park (2015) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps C |
JIPCX
|
Kelly Lim (2026) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps C |
JIPCX
|
Kisoo Park (2015) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps I |
JIPIX
|
Kelly Lim (2026) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps I |
JIPIX
|
Kisoo Park (2015) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps NAV |
JHSEX
|
Kelly Lim (2026) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps NAV |
JHSEX
|
Kisoo Park (2015) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps R2 |
JIPPX
|
Kelly Lim (2026) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps R2 |
JIPPX
|
Kisoo Park (2015) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps R6 |
JIPRX
|
Kelly Lim (2026) | 5 | 16.8 | 6.6 |
| JHancock Strategic Income Opps R6 |
JIPRX
|
Kisoo Park (2015) | 5 | 16.8 | 6.6 |
| JPMorgan Diversified A |
JDVAX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified A |
JDVAX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified C |
JDVCX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified C |
JDVCX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified I |
JDVSX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified I |
JDVSX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified L |
JPDVX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified L |
JPDVX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified R6 |
JDVZX
|
Charles Fishman (2024) | 3 | 7.1 | 5.0 |
| JPMorgan Diversified R6 |
JDVZX
|
Gerhardt (Gary) Herbert (2020) | 3 | 7.1 | 5.0 |
| Lazard Global Small Cap Eq Instl |
LZISX
|
Edward Rosenfeld (2007) | 7 | 14.3 | 2.9 |
| Lazard Global Small Cap Eq Open |
LZSMX
|
Edward Rosenfeld (2007) | 7 | 14.3 | 2.9 |
| Lazard International Strategic Eq Instl |
LISIX
|
Robin Jones (2009) | 3 | 18.1 | 8.1 |
| Lazard International Strategic Eq Open |
LISOX
|
Robin Jones (2009) | 3 | 18.1 | 8.1 |
| Lazard International Strategic Eq R6 |
RLITX
|
Robin Jones (2009) | 3 | 18.1 | 8.1 |
| Lazard US Equity Focus Instl |
LZUSX
|
Martin Flood (2011) | 3 | 8.5 | 5.1 |
| Lazard US Equity Focus Open |
LZUOX
|
Martin Flood (2011) | 3 | 8.5 | 5.1 |
| Lazard US Equity Focus R6 |
RLUSX
|
Martin Flood (2011) | 3 | 8.5 | 5.1 |
| Lazard US Small Cap Equity Select Instl |
LZSCX
|
Martin Flood (2014) | 4 | 16.1 | 5.5 |
| Lazard US Small Cap Equity Select Open |
LZCOX
|
Martin Flood (2014) | 4 | 16.1 | 5.5 |
| Lazard US Small Cap Equity Select R6 |
RLSMX
|
Martin Flood (2014) | 4 | 16.1 | 5.5 |
| Longboard A |
LONAX
|
Sarah Baldwin (2018) | 1 | 11.6 | 11.6 |
| Longboard I |
LONGX
|
Sarah Baldwin (2018) | 1 | 11.6 | 11.6 |
| Loomis Sayles Securitized Asset |
LSSAX
|
Alessandro Pagani (2010) | 4 | 13.8 | 7.4 |
| M3Sixty Small Cap Growth |
MCSCX
|
Stephen Brink (2023) | 3 | 3.4 | 3.4 |
| MFS Utilities A |
MMUFX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities B |
MMUBX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities C |
MMUCX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities I |
MMUIX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities R1 |
MMUGX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities R2 |
MURRX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities R3 |
MMUHX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities R4 |
MMUJX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MFS Utilities R6 |
MMUKX
|
Claud Davis (2014) | 1 | 9.1 | 9.1 |
| MassMutual Small Cap Opps A |
DLBMX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps A |
DLBMX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps A |
DLBMX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Adm |
MSCLX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Adm |
MSCLX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Adm |
MSCLX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps I |
MSOOX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps I |
MSOOX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps I |
MSOOX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R3 |
MCCRX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R3 |
MCCRX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R3 |
MCCRX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R4 |
MOORX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R4 |
MOORX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R4 |
MOORX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R5 |
MSCDX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R5 |
MSCDX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps R5 |
MSCDX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Svc |
MSVYX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Svc |
MSVYX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Svc |
MSVYX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Y |
MMOGX
|
Joy Budzinski (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Y |
MMOGX
|
Magnus Krantz (2013) | 3 | 17.4 | 10.3 |
| MassMutual Small Cap Opps Y |
MMOGX
|
Raman Vardharaj (2009) | 3 | 17.4 | 10.3 |
| MetLife Dynamic Asset Allc Instl |
PDAIX
|
Austin Strube (2022) | 4 | 10.7 | 9.7 |
| MetLife Dynamic Asset Allc Invt Svcng |
PDAVX
|
Austin Strube (2022) | 4 | 10.7 | 9.7 |
| Monteagle Enhanced Equity Income Instl |
EEIFX
|
Todd Golden (2025) | 3 | 4.7 | 2.0 |
| Multi-Manager Small Cap Eq Strat Inst |
CZMSX
|
Eytan Shapiro (2018) | 8 | 14.1 | 5.6 |
| NYLIM Candriam Intl Cor Eq A |
ICEVX
|
William Booth (2017) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq A |
ICEVX
|
Wayne Lin (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq A |
ICEVX
|
Glen Petraglia (2018) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq A |
ICEVX
|
Nikolay Petrakov (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq C |
ICEWX
|
William Booth (2017) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq C |
ICEWX
|
Wayne Lin (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq C |
ICEWX
|
Glen Petraglia (2018) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq C |
ICEWX
|
Nikolay Petrakov (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq I |
ICEUX
|
William Booth (2017) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq I |
ICEUX
|
Wayne Lin (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq I |
ICEUX
|
Glen Petraglia (2018) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq I |
ICEUX
|
Nikolay Petrakov (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq Investor |
ICELX
|
William Booth (2017) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq Investor |
ICELX
|
Wayne Lin (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq Investor |
ICELX
|
Glen Petraglia (2018) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq Investor |
ICELX
|
Nikolay Petrakov (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq SIMPLE |
ICERX
|
William Booth (2017) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq SIMPLE |
ICERX
|
Wayne Lin (2024) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq SIMPLE |
ICERX
|
Glen Petraglia (2018) | 2 | 0.1 | 0.1 |
| NYLIM Candriam Intl Cor Eq SIMPLE |
ICERX
|
Nikolay Petrakov (2024) | 2 | 0.1 | 0.1 |
| Nationwide Destination 2030 A |
NWIAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2030 Instl Svc |
NWISX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2030 R |
NWBIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2030 R6 |
NWIIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2035 A |
NWLAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2035 Instl Svc |
NWLSX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2035 R |
NWLBX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2035 R6 |
NWLIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2040 A |
NWMAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2040 Instl Svc |
NWMSX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2040 R |
NWMDX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2040 R6 |
NWMHX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2045 A |
NWNAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2045 Instl Svc |
NWNSX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2045 R |
NWNBX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2045 R6 |
NWNIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2050 A |
NWOAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2050 Instl Svc |
NWOSX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2050 R |
NWOBX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2050 R6 |
NWOIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2055 A |
NTDAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2055 Instl Svc |
NTDSX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2055 R |
NTDTX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2055 R6 |
NTDIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2060 A |
NWWRX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2060 Instl Svc |
NWWVX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2060 R |
NWWTX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2060 R6 |
NWWUX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination 2065 A |
NWAQX
|
Keith Robinette (2020) | 2 | 6.7 | 6.7 |
| Nationwide Destination 2065 Instl Sv |
NWATX
|
Keith Robinette (2020) | 2 | 6.7 | 6.7 |
| Nationwide Destination 2065 R |
NWARX
|
Keith Robinette (2020) | 2 | 6.7 | 6.7 |
| Nationwide Destination 2065 R6 |
NWASX
|
Keith Robinette (2020) | 2 | 6.7 | 6.7 |
| Nationwide Destination 2070 A |
NWBAX
|
Keith Robinette (2025) | 2 | 1.7 | 1.7 |
| Nationwide Destination 2070 Instl Svc |
NWBDX
|
Keith Robinette (2025) | 2 | 1.7 | 1.7 |
| Nationwide Destination 2070 R |
NWBBX
|
Keith Robinette (2025) | 2 | 1.7 | 1.7 |
| Nationwide Destination 2070 R6 |
NWBCX
|
Keith Robinette (2025) | 2 | 1.7 | 1.7 |
| Nationwide Destination Ret A |
NWEAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination Ret Instl Svc |
NWESX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination Ret R |
NWEBX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Destination Ret R6 |
NWEIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Agrsv A |
NDAAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Agrsv Instl Svc |
NWWHX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Agrsv R |
GAFRX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Agrsv R6 |
GAIDX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Agrsv Svc |
NDASX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Cnsrv A |
NDCAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Cnsrv Ins Svc |
NWWLX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Cnsrv R |
GCFRX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Cnsrv R6 |
GIMCX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Cnsrv Svc |
NDCSX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod A |
NADMX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Agrsv A |
NDMAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Agrsv Instl Svc |
NWWIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Agrsv R |
GMARX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Agrsv R6 |
GMIAX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Agrsv Svc |
NDMSX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Cnsrv A |
NADCX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Cnsrv Instl Svc |
NWWKX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Cnsrv R |
GMMRX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Cnsrv R6 |
GMIMX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Cnsrv Svc |
NSDCX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Instl Svc |
NWWJX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod R |
GMDRX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod R6 |
GMDIX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nationwide Inv Dest Mod Svc |
NSDMX
|
Keith Robinette (2017) | 2 | 10.0 | 9.7 |
| Nomura Value A |
DDVAX
|
Vincent Celentano (2025) | 2 | 0.0 | 0.0 |
| Nomura Value A |
DDVAX
|
Erin Ksenak (2020) | 2 | 0.0 | 0.0 |
| Nomura Value A |
DDVAX
|
Nikhil Lalvani (2006) | 2 | 0.0 | 0.0 |
| Nomura Value C |
DDVCX
|
Vincent Celentano (2025) | 2 | 0.0 | 0.0 |
| Nomura Value C |
DDVCX
|
Erin Ksenak (2020) | 2 | 0.0 | 0.0 |
| Nomura Value C |
DDVCX
|
Nikhil Lalvani (2006) | 2 | 0.0 | 0.0 |
| Nomura Value Institutional |
DDVIX
|
Vincent Celentano (2025) | 2 | 0.0 | 0.0 |
| Nomura Value Institutional |
DDVIX
|
Erin Ksenak (2020) | 2 | 0.0 | 0.0 |
| Nomura Value Institutional |
DDVIX
|
Nikhil Lalvani (2006) | 2 | 0.0 | 0.0 |
| Nomura Value R |
DDVRX
|
Vincent Celentano (2025) | 2 | 0.0 | 0.0 |
| Nomura Value R |
DDVRX
|
Erin Ksenak (2020) | 2 | 0.0 | 0.0 |
| Nomura Value R |
DDVRX
|
Nikhil Lalvani (2006) | 2 | 0.0 | 0.0 |
| Nomura Value R6 |
DDZRX
|
Vincent Celentano (2025) | 2 | 0.0 | 0.0 |
| Nomura Value R6 |
DDZRX
|
Erin Ksenak (2020) | 2 | 0.0 | 0.0 |
| Nomura Value R6 |
DDZRX
|
Nikhil Lalvani (2006) | 2 | 0.0 | 0.0 |
| Northern Emerging Markets Equity Index |
NOEMX
|
Brendan Sullivan (2024) | 4 | 7.3 | 2.7 |
| Northern Global Real Estate Index |
NGREX
|
Brendan Sullivan (2024) | 4 | 2.5 | 1.5 |
| Northern International Equity |
NOIGX
|
Jiemin Xu (2026) | 3 | 2.3 | 1.5 |
| Northern International Equity Index |
NOINX
|
Brendan Sullivan (2019) | 4 | 2.1 | 1.4 |
| Northern Large Cap Core |
NOLCX
|
Jiemin Xu (2026) | 3 | 2.3 | 1.5 |
| Northern Large Cap Value |
NOLVX
|
Jiemin Xu (2024) | 3 | 11.3 | 4.0 |
| Northern Small Cap Core I |
NSGRX
|
Jiemin Xu (2025) | 3 | 2.3 | 1.5 |
| Northern Small Cap Core K |
NSCKX
|
Jiemin Xu (2025) | 3 | 2.3 | 1.5 |
| Northern Small Cap Value |
NOSGX
|
Jiemin Xu (2025) | 3 | 2.3 | 1.5 |
| Northern US Quality ESG I |
NUEIX
|
Jiemin Xu (2025) | 3 | 9.1 | 6.1 |
| Northern US Quality ESG K |
NUESX
|
Jiemin Xu (2025) | 3 | 9.1 | 6.1 |
| Northern World Selection Index I |
NSRIX
|
Brendan Sullivan (2024) | 4 | 7.3 | 2.7 |
| Northern World Selection Index K |
NSRKX
|
Brendan Sullivan (2024) | 4 | 7.3 | 2.7 |
| PRIMECAP Odyssey Aggressive Growth |
POAGX
|
M. Ansari (2012) | 5 | 22.0 | 18.5 |
| PRIMECAP Odyssey Growth |
POGRX
|
M. Ansari (2012) | 5 | 22.0 | 18.5 |
| PRIMECAP Odyssey Stock |
POSKX
|
M. Ansari (2012) | 5 | 22.0 | 18.5 |
| SEI Emerging Markets Equity A (SIIT) |
SMQFX
|
Stephen Lew (2014) | 19 | 12.0 | 6.2 |
| SEI High Yield Bond A (SIIT) |
SGYAX
|
Seth Brufsky (2007) | 12 | 20.9 | 11.0 |
| SEI High Yield Bond A (SIIT) |
SGYAX
|
Thomas Gahan (2014) | 12 | 20.9 | 11.0 |
| SEI Large Cap Disciplined Eq A (SIIT) |
SCPAX
|
Celia Hoopes (2024) | 17 | 9.8 | 4.5 |
| SEI Opportunistic Income A (SIIT) |
ENIAX
|
Seth Brufsky (2009) | 8 | 11.8 | 5.9 |
| State Street Instl Small-Cap Equity Inv |
SIVIX
|
Scott Brayman (2008) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Inv |
SIVIX
|
Marc Shapiro (2012) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Inv |
SIVIX
|
Dennison Veru (2000) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Svc |
SSQSX
|
Scott Brayman (2008) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Svc |
SSQSX
|
Marc Shapiro (2012) | 9 | 16.2 | 4.8 |
| State Street Instl Small-Cap Equity Svc |
SSQSX
|
Dennison Veru (2000) | 9 | 16.2 | 4.8 |
| Tarkio |
TARKX
|
Dominic Piazza (2019) | 2 | 15.4 | 11.2 |
| Thornburg Better World International A |
TBWAX
|
Lei Wang (2021) | 2 | 2.8 | 1.4 |
| Thornburg Better World International C |
TBWCX
|
Lei Wang (2021) | 2 | 2.8 | 1.4 |
| Thornburg Better World International I |
TBWIX
|
Lei Wang (2021) | 2 | 2.8 | 1.4 |
| Thrivent Mid Cap Growth S |
TMCGX
|
Patrick Farley (2025) | 2 | 1.1 | 0.6 |
| Thrivent Small Cap Growth S |
TSCGX
|
Patrick Farley (2024) | 3 | 3.9 | 1.7 |
| VALIC Company I Global Real Estate |
VGREX
|
Richard Gable (2023) | 2 | 3.5 | 3.5 |
| VALIC Company I Global Real Estate |
VGREX
|
Mark Syn (2023) | 2 | 3.5 | 3.5 |
| VALIC Company I Global Strategy |
VGLSX
|
Jack McIntyre (2021) | 11 | 4.9 | 3.0 |
| VY® BrandywineGLOBAL-Bond Port |
VGSBX
|
Jack McIntyre (2019) | 3 | 7.2 | 2.9 |
| VY® Invesco Equity and Income A |
IUAAX
|
Brian Jurkash (2015) | 3 | 16.4 | 9.3 |
| VY® Invesco Equity and Income A |
IUAAX
|
Sergio Marcheli (2004) | 3 | 16.4 | 9.3 |
| VY® Invesco Equity and Income I |
IUAIX
|
Brian Jurkash (2015) | 3 | 16.4 | 9.3 |
| VY® Invesco Equity and Income I |
IUAIX
|
Sergio Marcheli (2004) | 3 | 16.4 | 9.3 |
| VY® Invesco Equity and Income S |
IUASX
|
Brian Jurkash (2015) | 3 | 16.4 | 9.3 |
| VY® Invesco Equity and Income S |
IUASX
|
Sergio Marcheli (2004) | 3 | 16.4 | 9.3 |
| VY® Invesco Equity and Income S2 |
IVIPX
|
Brian Jurkash (2015) | 3 | 16.4 | 9.3 |
| VY® Invesco Equity and Income S2 |
IVIPX
|
Sergio Marcheli (2004) | 3 | 16.4 | 9.3 |
| VY® Invesco Growth and Income A |
IVGAX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| VY® Invesco Growth and Income A |
IVGAX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| VY® Invesco Growth and Income I |
IVGIX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| VY® Invesco Growth and Income I |
IVGIX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| VY® Invesco Growth and Income S |
IVGSX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| VY® Invesco Growth and Income S |
IVGSX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| VY® Invesco Growth and Income S2 |
IVITX
|
Brian Jurkash (2015) | 2 | 10.8 | 5.7 |
| VY® Invesco Growth and Income S2 |
IVITX
|
Sergio Marcheli (2003) | 2 | 10.8 | 5.7 |
| Vanguard Baillie GiffordGlbPstvImpStkInv |
VBPIX
|
Lee Qian (2017) | 1 | 8.9 | 8.9 |
| Vanguard Capital Opportunity Adm |
VHCAX
|
M. Ansari (2007) | 5 | 28.8 | 23.0 |
| Vanguard Capital Opportunity Inv |
VHCOX
|
M. Ansari (2007) | 5 | 28.8 | 23.0 |
| Vanguard Long-Term Investment-Grade Adm |
VWETX
|
Scott St. John (2014) | 2 | 7.0 | 3.7 |
| Vanguard Long-Term Investment-Grade Inv |
VWESX
|
Scott St. John (2014) | 2 | 7.0 | 3.7 |
| Vanguard PRIMECAP Adm |
VPMAX
|
M. Ansari (2007) | 5 | 41.4 | 27.4 |
| Vanguard PRIMECAP Core Inv |
VPCCX
|
M. Ansari (2007) | 5 | 21.9 | 19.3 |
| Vanguard PRIMECAP Inv |
VPMCX
|
M. Ansari (2007) | 5 | 41.4 | 27.4 |
| Virtus NFJ Dividend Value A |
PNEAX
|
Jeff Reed (2011) | 4 | 19.0 | 7.9 |
| Virtus NFJ Dividend Value C |
PNECX
|
Jeff Reed (2011) | 4 | 19.0 | 7.9 |
| Virtus NFJ Dividend Value Inst |
NFJEX
|
Jeff Reed (2011) | 4 | 19.0 | 7.9 |
| Virtus NFJ Dividend Value R6 |
ANDVX
|
Jeff Reed (2011) | 4 | 19.0 | 7.9 |
| Virtus NFJ Large-Cap Value A |
PNBAX
|
Jeff Reed (2011) | 5 | 26.5 | 8.4 |
| Virtus NFJ Large-Cap Value Fund Inst |
ANVIX
|
Jeff Reed (2011) | 5 | 26.5 | 8.4 |
| Virtus NFJ Large-Cap Value R6 |
VAAGX
|
Jeff Reed (2011) | 5 | 26.5 | 8.4 |
| Virtus NFJ Mid-Cap Value A |
PQNAX
|
Jeff Reed (2011) | 4 | 17.4 | 9.7 |
| Virtus NFJ Mid-Cap Value C |
PQNCX
|
Jeff Reed (2011) | 4 | 17.4 | 9.7 |
| Virtus NFJ Mid-Cap Value Inst |
PRNIX
|
Jeff Reed (2011) | 4 | 17.4 | 9.7 |
| Virtus NFJ Mid-Cap Value R6 |
ANPRX
|
Jeff Reed (2011) | 4 | 17.4 | 9.7 |
| Virtus NFJ Small-Cap Value A |
PCVAX
|
Jeff Reed (2018) | 4 | 30.9 | 13.4 |
| Virtus NFJ Small-Cap Value Inst |
PSVIX
|
Jeff Reed (2018) | 4 | 30.9 | 13.4 |
| Virtus NFJ Small-Cap Value R6 |
ANFVX
|
Jeff Reed (2018) | 4 | 30.9 | 13.4 |
| Western Asset Core Bond A |
WABAX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond A |
WABAX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond C |
WABCX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond C |
WABCX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond C1 |
LWACX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond C1 |
LWACX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond FI |
WAPIX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond FI |
WAPIX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond I |
WATFX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond I |
WATFX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond IS |
WACSX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond IS |
WACSX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond R |
WABRX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Bond R |
WABRX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond A |
WAPAX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond A |
WAPAX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond C |
WAPCX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond C |
WAPCX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond FI |
WACIX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond FI |
WACIX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond I |
WACPX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond I |
WACPX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond IS |
WAPSX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond IS |
WAPSX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond R |
WAPRX
|
Nicholas Mastroianni (2026) | 5 | 19.9 | 6.5 |
| Western Asset Core Plus Bond R |
WAPRX
|
Julien Scholnick (2016) | 5 | 19.9 | 6.5 |
| Western Asset Inflation Idxd Plus Bd A |
WAFAX
|
Nicholas Mastroianni (2026) | 5 | 10.3 | 3.3 |
| Western Asset Inflation Idxd Plus Bd C |
WAFCX
|
Nicholas Mastroianni (2026) | 5 | 10.3 | 3.3 |
| Western Asset Inflation Idxd Plus Bd FI |
WATPX
|
Nicholas Mastroianni (2026) | 5 | 10.3 | 3.3 |
| Western Asset Inflation Idxd Plus Bd I |
WAIIX
|
Nicholas Mastroianni (2026) | 5 | 10.3 | 3.3 |
| Western Asset Inflation Idxd Plus Bd IS |
WAFSX
|
Nicholas Mastroianni (2026) | 5 | 10.3 | 3.3 |
| Western Asset Inflation Idxd Plus Bd R |
WAFRX
|
Nicholas Mastroianni (2026) | 5 | 10.3 | 3.3 |
| Western Asset Intermediate Bond A |
WATAX
|
Nicholas Mastroianni (2023) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond A |
WATAX
|
Julien Scholnick (2009) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond C |
WATCX
|
Nicholas Mastroianni (2023) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond C |
WATCX
|
Julien Scholnick (2009) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond I |
WATIX
|
Nicholas Mastroianni (2023) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond I |
WATIX
|
Julien Scholnick (2009) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond IS |
WABSX
|
Nicholas Mastroianni (2023) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond IS |
WABSX
|
Julien Scholnick (2009) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond R |
WATRX
|
Nicholas Mastroianni (2023) | 5 | 8.1 | 4.0 |
| Western Asset Intermediate Bond R |
WATRX
|
Julien Scholnick (2009) | 5 | 8.1 | 4.0 |
| Western Asset SMASh Series C |
LMLCX
|
Julien Scholnick (2017) | 4 | 16.4 | 7.9 |
| Western Asset SMASh Series Cor Pl Cmpltn |
LMECX
|
Christopher Kilpatrick (2025) | 4 | 19.9 | 5.3 |
| Western Asset SMASh Series Cor Pl Cmpltn |
LMECX
|
Nicholas Mastroianni (2026) | 4 | 19.9 | 5.3 |
| Western Asset SMASh Series Cor Pl Cmpltn |
LMECX
|
Julien Scholnick (2017) | 4 | 19.9 | 5.3 |
| Western Asset SMASh Series Cr Cmpltn |
WAADX
|
Christopher Kilpatrick (2025) | 4 | 6.2 | 1.9 |
| Western Asset SMASh Series Cr Cmpltn |
WAADX
|
Nicholas Mastroianni (2026) | 4 | 6.2 | 1.9 |
| Western Asset SMASh Series Cr Cmpltn |
WAADX
|
Julien Scholnick (2020) | 4 | 6.2 | 1.9 |
| Western Asset SMASh Series M |
LMSMX
|
Julien Scholnick (2017) | 3 | 7.8 | 5.2 |
| Western Asset Short-Term Bond A |
SBSTX
|
Dan Alexander (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond A |
SBSTX
|
Ryan Brist (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond A |
SBSTX
|
Julien Scholnick (2018) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C |
LWSOX
|
Dan Alexander (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C |
LWSOX
|
Ryan Brist (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C |
LWSOX
|
Julien Scholnick (2018) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C1 |
SSTLX
|
Dan Alexander (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C1 |
SSTLX
|
Ryan Brist (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond C1 |
SSTLX
|
Julien Scholnick (2018) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond I |
SBSYX
|
Dan Alexander (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond I |
SBSYX
|
Ryan Brist (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond I |
SBSYX
|
Julien Scholnick (2018) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond IS |
LWSTX
|
Dan Alexander (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond IS |
LWSTX
|
Ryan Brist (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond IS |
LWSTX
|
Julien Scholnick (2018) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond R |
LWARX
|
Dan Alexander (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond R |
LWARX
|
Ryan Brist (2026) | 6 | 8.5 | 4.4 |
| Western Asset Short-Term Bond R |
LWARX
|
Julien Scholnick (2018) | 6 | 8.5 | 4.4 |
| Western Asset Total Return Uncons A |
WAUAX
|
Nicholas Mastroianni (2026) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons A |
WAUAX
|
Julien Scholnick (2018) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons C |
WAUCX
|
Nicholas Mastroianni (2026) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons C |
WAUCX
|
Julien Scholnick (2018) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons FI |
WARIX
|
Nicholas Mastroianni (2026) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons FI |
WARIX
|
Julien Scholnick (2018) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons I |
WAARX
|
Nicholas Mastroianni (2026) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons I |
WAARX
|
Julien Scholnick (2018) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons IS |
WAASX
|
Nicholas Mastroianni (2026) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons IS |
WAASX
|
Julien Scholnick (2018) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons R |
WAURX
|
Nicholas Mastroianni (2026) | 5 | 13.2 | 5.0 |
| Western Asset Total Return Uncons R |
WAURX
|
Julien Scholnick (2018) | 5 | 13.2 | 5.0 |
| Wilshire Income Opportunities Instl |
WIOPX
|
Raj Jadav, CFA (2024) | 13 | 10.6 | 4.9 |
| Wilshire Income Opportunities Invest |
WIORX
|
Raj Jadav, CFA (2024) | 13 | 10.6 | 4.9 |
| Wilshire International Equity Instl |
WLTTX
|
Raj Jadav, CFA (2024) | 28 | 13.0 | 6.9 |
| Wilshire International Equity Invmt |
WLCTX
|
Raj Jadav, CFA (2024) | 28 | 13.0 | 6.9 |
| Wilshire Large Company Growth Instl |
WLCGX
|
Raj Jadav, CFA (2024) | 16 | 24.6 | 7.5 |
| Wilshire Large Company Growth Invmt |
DTLGX
|
Raj Jadav, CFA (2024) | 16 | 24.6 | 7.5 |
| Wilshire Large Company Value Instl |
WLCVX
|
Raj Jadav, CFA (2024) | 17 | 13.6 | 5.9 |
| Wilshire Large Company Value Invmt |
DTLVX
|
Raj Jadav, CFA (2024) | 17 | 13.6 | 5.9 |
(Data as of 10/31/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
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