| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| AAM/HIMCO Short Duration A |
ASDAX
|
Brian DaCorte (2026) | 3 | 12.0 | 8.1 |
| AAM/HIMCO Short Duration C |
ASDCX
|
Brian DaCorte (2026) | 3 | 12.0 | 8.1 |
| AAM/HIMCO Short Duration I |
ASDIX
|
Brian DaCorte (2026) | 3 | 12.0 | 8.1 |
| ALPS/CorCmdty Mgmt CmpltCmdty Stra A |
JCCSX
|
Douglas Daly (2026) | 3 | 16.0 | 5.9 |
| ALPS/CorCmdty Mgmt CmpltCmdty Strat C |
JCRCX
|
Douglas Daly (2026) | 3 | 16.0 | 5.9 |
| ALPS/CorCmdty Mgmt CmpltCmdty Strat I |
JCRIX
|
Douglas Daly (2026) | 3 | 16.0 | 5.9 |
| ALPS/CorCmdty Mgmt CmpltCmdty Strat Inv |
JCRAX
|
Douglas Daly (2026) | 3 | 16.0 | 5.9 |
| AMG GW&K High Yield Bond SMA |
GWHYX
|
Brett Kozlowski (2026) | 3 | 0.0 | 0.0 |
| AMG GW&K High Yield Bond SMA |
GWHYX
|
Brian McArdle (2026) | 3 | 0.0 | 0.0 |
| AMG GW&K High Yield Bond SMA |
GWHYX
|
M. Seamus Ryan (2026) | 3 | 0.0 | 0.0 |
| AMG GW&K Securitized Bond SMA |
GWSBX
|
Brian McArdle (2026) | 3 | 1.1 | 0.7 |
| American Fds EUPAC F-3 |
FEUPX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Fds EUPAC F-3 |
FEUPX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Fds EUPAC F-3 |
FEUPX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-A |
CEUAX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-A |
CEUAX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-A |
CEUAX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-C |
CEUCX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-C |
CEUCX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-C |
CEUCX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-E |
CEUEX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-E |
CEUEX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-E |
CEUEX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-1 |
CEUFX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-1 |
CEUFX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-1 |
CEUFX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-2 |
FUEPX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-2 |
FUEPX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-2 |
FUEPX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-3 |
FEPUX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-3 |
FEPUX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-3 |
FEPUX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC A |
AEPGX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC A |
AEPGX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC A |
AEPGX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC C |
AEPCX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC C |
AEPCX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC C |
AEPCX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F-2 |
AEPFX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F-2 |
AEPFX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F-2 |
AEPFX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F1 |
AEGFX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F1 |
AEGFX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F1 |
AEGFX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2 |
RERBX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2 |
RERBX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2 |
RERBX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2E |
REEBX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2E |
REEBX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2E |
REEBX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-3 |
RERCX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-3 |
RERCX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-3 |
RERCX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-4 |
REREX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-4 |
REREX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-4 |
REREX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-5 |
RERFX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-5 |
RERFX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-5 |
RERFX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R1 |
RERAX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R1 |
RERAX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R1 |
RERAX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R5E |
RERHX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R5E |
RERHX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R5E |
RERHX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R6 |
RERGX
|
Dawid Justus (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R6 |
RERGX
|
Arun Swaminathan (2026) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R6 |
RERGX
|
Lisa Thompson (2026) | 12 | 25.1 | 11.0 |
| Aristotle Short Duration Income A |
PLADX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 9.3 |
| Aristotle Short Duration Income C |
PLCSX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 9.3 |
| Aristotle Short Duration Income H |
PLDHX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 9.3 |
| Aristotle Short Duration Income I |
PLSDX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 9.3 |
| Aristotle Short Duration Income I-2 |
PLDSX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 9.3 |
| Aristotle Strategic Income A |
PLSTX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 8.8 |
| Aristotle Strategic Income C |
PLCNX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 8.8 |
| Aristotle Strategic Income H |
PLSHX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 8.8 |
| Aristotle Strategic Income I |
PLSRX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 8.8 |
| Aristotle Strategic Income I-2 |
PLSFX
|
Jeff Klingelhofer (2026) | 4 | 14.5 | 8.8 |
| Ashmore Emerging Markets Debt ClassA |
IGAEX
|
Sarit Shah (2025) | 6 | 5.8 | 3.7 |
| Ashmore Emerging Markets Debt ClassA |
IGAEX
|
Xin Xu (2025) | 6 | 5.8 | 3.7 |
| Ashmore Emerging Markets Debt ClassC |
IGCEX
|
Sarit Shah (2025) | 6 | 5.8 | 3.7 |
| Ashmore Emerging Markets Debt ClassC |
IGCEX
|
Xin Xu (2025) | 6 | 5.8 | 3.7 |
| Ashmore Emerging Markets Short Dur A |
ESFAX
|
Sarit Shah (2025) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Markets Short Dur A |
ESFAX
|
Xin Xu (2025) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Markets Short Dur C |
ESFCX
|
Sarit Shah (2025) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Markets Short Dur C |
ESFCX
|
Xin Xu (2025) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Markets Short Dur Instl |
ESFIX
|
Sarit Shah (2025) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Markets Short Dur Instl |
ESFIX
|
Xin Xu (2025) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Mkts Corp Inc A |
ECDAX
|
Sarit Shah (2025) | 6 | 15.6 | 7.3 |
| Ashmore Emerging Mkts Corp Inc A |
ECDAX
|
Xin Xu (2025) | 6 | 15.6 | 7.3 |
| Ashmore Emerging Mkts Corp Inc C |
ECDCX
|
Sarit Shah (2025) | 6 | 15.6 | 7.3 |
| Ashmore Emerging Mkts Corp Inc C |
ECDCX
|
Xin Xu (2025) | 6 | 15.6 | 7.3 |
| Ashmore Emerging Mkts Corp Inc Instl |
EMCIX
|
Sarit Shah (2025) | 6 | 15.6 | 7.3 |
| Ashmore Emerging Mkts Corp Inc Instl |
EMCIX
|
Xin Xu (2025) | 6 | 15.6 | 7.3 |
| Ashmore EmergingMarkets Debt Instl Class |
IGIEX
|
Sarit Shah (2025) | 6 | 5.8 | 3.7 |
| Ashmore EmergingMarkets Debt Instl Class |
IGIEX
|
Xin Xu (2025) | 6 | 5.8 | 3.7 |
| BNY Mellon Asset Allocation Inv |
MIBLX
|
Kevin Shea (2026) | 5 | 6.6 | 1.7 |
| BNY Mellon Asset Allocation M |
MPBLX
|
Kevin Shea (2026) | 5 | 6.6 | 1.7 |
| BNY Mellon Global Real Return - A |
DRRAX
|
Ella Gude (2025) | 3 | 10.6 | 4.3 |
| BNY Mellon Global Real Return - C |
DRRCX
|
Ella Gude (2025) | 3 | 10.6 | 4.3 |
| BNY Mellon Global Real Return - I |
DRRIX
|
Ella Gude (2025) | 3 | 10.6 | 4.3 |
| BNY Mellon Global Real Return - Y |
DRRYX
|
Ella Gude (2025) | 3 | 10.6 | 4.3 |
| BNY Mellon Natural Resources A |
DNLAX
|
Alex Trombetta (2026) | 3 | 5.6 | 2.8 |
| BNY Mellon Natural Resources C |
DLDCX
|
Alex Trombetta (2026) | 3 | 5.6 | 2.8 |
| BNY Mellon Natural Resources I |
DLDRX
|
Alex Trombetta (2026) | 3 | 5.6 | 2.8 |
| BNY Mellon Natural Resources Y |
DLDYX
|
Alex Trombetta (2026) | 3 | 5.6 | 2.8 |
| Bridge Builder Core Plus Bond |
BBCPX
|
Scott Darci (2026) | 13 | 11.0 | 4.7 |
| Bridge Builder Core Plus Bond |
BBCPX
|
Bryan Hazelton (2026) | 13 | 11.0 | 4.7 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Daniel Allen (2026) | 25 | 11.2 | 3.5 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Daniel Arche (2026) | 25 | 11.2 | 3.5 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Anthony Arefian (2026) | 25 | 11.2 | 3.5 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Edward Rackham (2026) | 25 | 11.2 | 3.5 |
| CIBC Atlas All Cap Growth Institutional |
AWGIX
|
Sandy Sanders (2026) | 1 | 0.1 | 0.1 |
| Columbia Acorn A |
LACAX
|
Nicolas Janvier (2026) | 2 | 0.8 | 0.4 |
| Columbia Acorn C |
LIACX
|
Nicolas Janvier (2026) | 2 | 0.8 | 0.4 |
| Columbia Acorn Inst |
ACRNX
|
Nicolas Janvier (2026) | 2 | 0.8 | 0.4 |
| Columbia Acorn Inst2 |
CRBRX
|
Nicolas Janvier (2026) | 2 | 0.8 | 0.4 |
| Columbia Acorn Inst3 |
CRBYX
|
Nicolas Janvier (2026) | 2 | 0.8 | 0.4 |
| Columbia Acorn S |
ACRSX
|
Nicolas Janvier (2026) | 2 | 0.8 | 0.4 |
| Diamond Hill Large Cap I |
DHLRX
|
Chuck Bath (2026) | 2 | 0.0 | 0.0 |
| Diamond Hill Large Cap I |
DHLRX
|
Nate Palmer (2026) | 2 | 0.0 | 0.0 |
| Diamond Hill Large Cap Inv |
DHLAX
|
Chuck Bath (2026) | 2 | 0.0 | 0.0 |
| Diamond Hill Large Cap Inv |
DHLAX
|
Nate Palmer (2026) | 2 | 0.0 | 0.0 |
| Diamond Hill Large Cap Y |
DHLYX
|
Chuck Bath (2026) | 2 | 0.0 | 0.0 |
| Diamond Hill Large Cap Y |
DHLYX
|
Nate Palmer (2026) | 2 | 0.0 | 0.0 |
| Diamond Hill Select I |
DHLTX
|
Anthony Philipp (2026) | 3 | 13.5 | 4.5 |
| Diamond Hill Select I |
DHLTX
|
Chris Welch (2026) | 3 | 13.5 | 4.5 |
| Diamond Hill Select Inv |
DHTAX
|
Anthony Philipp (2026) | 3 | 13.5 | 4.5 |
| Diamond Hill Select Inv |
DHTAX
|
Chris Welch (2026) | 3 | 13.5 | 4.5 |
| Diamond Hill Select Y |
DHTYX
|
Anthony Philipp (2026) | 3 | 13.5 | 4.5 |
| Diamond Hill Select Y |
DHTYX
|
Chris Welch (2026) | 3 | 13.5 | 4.5 |
| Domini Impact International Equity Instl |
DOMOX
|
Andrew Gossard (2026) | 3 | 4.6 | 2.3 |
| Domini Impact International Equity Inv |
DOMIX
|
Andrew Gossard (2026) | 3 | 4.6 | 2.3 |
| Domini Impact International Equity Y |
DOMYX
|
Andrew Gossard (2026) | 3 | 4.6 | 2.3 |
| Easterly Snow All Cap Value A |
SNVAX
|
Joseph Artuso (2026) | 2 | 0.0 | 0.0 |
| Easterly Snow All Cap Value A |
SNVAX
|
Joshua Schachter (2026) | 2 | 0.0 | 0.0 |
| Easterly Snow All Cap Value C |
SNVCX
|
Joseph Artuso (2026) | 2 | 0.0 | 0.0 |
| Easterly Snow All Cap Value C |
SNVCX
|
Joshua Schachter (2026) | 2 | 0.0 | 0.0 |
| Easterly Snow All Cap Value I |
SNVIX
|
Joseph Artuso (2026) | 2 | 0.0 | 0.0 |
| Easterly Snow All Cap Value I |
SNVIX
|
Joshua Schachter (2026) | 2 | 0.0 | 0.0 |
| Edgewood Growth Instl |
EGFIX
|
Will Broadbent (2026) | 6 | 20.4 | 17.0 |
| Edgewood Growth Retail |
EGFFX
|
Will Broadbent (2026) | 6 | 20.4 | 17.0 |
| Federated Hermes Municipal Bond A |
LMSFX
|
Ann Ferentino (2025) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond C |
LMSCX
|
Ann Ferentino (2025) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond F |
LMFFX
|
Ann Ferentino (2025) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond IS |
LMBIX
|
Ann Ferentino (2025) | 2 | 1.1 | 0.8 |
| Fidelity Advisor Hedged Equity A |
FEQAX
|
Anthony Italiano (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity A |
FEQAX
|
Anna Lester (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity A |
FEQAX
|
George Liu (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity A |
FEQAX
|
Shashi Naik (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity C |
FEQDX
|
Anthony Italiano (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity C |
FEQDX
|
Anna Lester (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity C |
FEQDX
|
George Liu (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity C |
FEQDX
|
Shashi Naik (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity I |
FEQJX
|
Anthony Italiano (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity I |
FEQJX
|
Anna Lester (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity I |
FEQJX
|
George Liu (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity I |
FEQJX
|
Shashi Naik (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity M |
FEQNX
|
Anthony Italiano (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity M |
FEQNX
|
Anna Lester (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity M |
FEQNX
|
George Liu (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity M |
FEQNX
|
Shashi Naik (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity Z |
FEQZX
|
Anthony Italiano (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity Z |
FEQZX
|
Anna Lester (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity Z |
FEQZX
|
George Liu (2026) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity Z |
FEQZX
|
Shashi Naik (2026) | 4 | 0.1 | 0.1 |
| Fidelity Hedged Equity |
FEQHX
|
Anthony Italiano (2026) | 4 | 0.1 | 0.1 |
| Fidelity Hedged Equity |
FEQHX
|
Anna Lester (2026) | 4 | 0.1 | 0.1 |
| Fidelity Hedged Equity |
FEQHX
|
George Liu (2026) | 4 | 0.1 | 0.1 |
| Fidelity Hedged Equity |
FEQHX
|
Shashi Naik (2026) | 4 | 0.1 | 0.1 |
| Fidelity Reserves Digital |
FYMXX
|
Management Team (2026) | 1 | 0.0 | 0.0 |
| Fidelity Select Brokerage & Inv Mgmt |
FSLBX
|
Matt Reed (2026) | 2 | 3.0 | 1.6 |
| Fidelity Series Canada Index |
FSLOX
|
Louis Bottari (2026) | 5 | 0.0 | 0.0 |
| Fidelity Series Canada Index |
FSLOX
|
Payal Gupta (2026) | 5 | 0.0 | 0.0 |
| Fidelity Series Canada Index |
FSLOX
|
Peter Matthew (2026) | 5 | 0.0 | 0.0 |
| Fidelity Series Canada Index |
FSLOX
|
Robert Regan (2026) | 5 | 0.0 | 0.0 |
| Fidelity Series Canada Index |
FSLOX
|
Navid Sohrabi (2026) | 5 | 0.0 | 0.0 |
| Fidelity Total Bond K6 |
FTKFX
|
Julian Potenza (2026) | 9 | 9.1 | 4.3 |
| Franklin AZ Tax Free Income A |
FAZQX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income A1 |
FTAZX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income Adv |
FAZZX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income C |
FAZIX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income R6 |
FAZRX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Alabama Tax Free Income A |
FALQX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income A1 |
FRALX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income Advisor |
FALZX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income C |
FALEX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income R6 |
FALRX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin CA High Yield Municipal A |
FCQAX
|
Daniel Workman (2026) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal A1 |
FCAMX
|
Daniel Workman (2026) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal Adv |
FVCAX
|
Daniel Workman (2026) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal C |
FCAHX
|
Daniel Workman (2026) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal R6 |
FCAQX
|
Daniel Workman (2026) | 4 | 21.7 | 8.3 |
| Franklin CO Tax Free Income A |
FCOQX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income A1 |
FRCOX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income Adv |
FCOZX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income C |
FCOIX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income R6 |
FKTLX
|
Garrett Hamilton (2026) | 4 | 13.0 | 6.1 |
| Franklin CT Tax-Free Income A |
FQCTX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income A1 |
FXCTX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income Adv |
FCNZX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income C |
FCTIX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income R6 |
FCTQX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Conservative Allocation A |
FTCIX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation Advisor |
FTCZX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation C |
FTCCX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation R |
FTCRX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation R6 |
FTCMX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Core Plus Bond Fund A |
FRSTX
|
Matthew Walkup (2026) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund Advisor |
FKSAX
|
Matthew Walkup (2026) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund C |
FSGCX
|
Matthew Walkup (2026) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund R |
FKSRX
|
Matthew Walkup (2026) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund R6 |
FGKNX
|
Matthew Walkup (2026) | 5 | 7.5 | 2.8 |
| Franklin Corefolio Allocation A |
FTCOX
|
Brett Goldstein (2026) | 3 | 7.4 | 3.0 |
| Franklin Corefolio Allocation Advisor |
FCAZX
|
Brett Goldstein (2026) | 3 | 7.4 | 3.0 |
| Franklin Corefolio Allocation C |
FTCLX
|
Brett Goldstein (2026) | 3 | 7.4 | 3.0 |
| Franklin Corefolio Allocation R6 |
FTLQX
|
Brett Goldstein (2026) | 3 | 7.4 | 3.0 |
| Franklin Emerging Market Core Equity Adv |
FCEEX
|
Brett Risser (2026) | 3 | 0.8 | 0.5 |
| Franklin Georgia Tax Free Income A |
FGAQX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income A1 |
FTGAX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income Advisor |
FGFZX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income C |
FGAIX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income R6 |
FGFQX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Global Equity 1 |
LMPEX
|
Adrian Chan (2026) | 3 | 5.3 | 2.1 |
| Franklin Global Equity A |
CFIPX
|
Adrian Chan (2026) | 3 | 5.3 | 2.1 |
| Franklin Global Equity C |
SILLX
|
Adrian Chan (2026) | 3 | 5.3 | 2.1 |
| Franklin Global Equity I |
SMYIX
|
Adrian Chan (2026) | 3 | 5.3 | 2.1 |
| Franklin Global Equity IS |
SMYSX
|
Adrian Chan (2026) | 3 | 5.3 | 2.1 |
| Franklin Growth Allocation A |
FGTIX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation Advisor |
FGTZX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation C |
FTGTX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation R |
FGTRX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation R6 |
FTGMX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin High Income A |
FHQRX
|
James McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income A |
FHQRX
|
Robert Salvin (2026) | 4 | 11.2 | 5.8 |
| Franklin High Income A1 |
FHAIX
|
James McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income A1 |
FHAIX
|
Robert Salvin (2026) | 4 | 11.2 | 5.8 |
| Franklin High Income Adv |
FVHIX
|
James McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income Adv |
FVHIX
|
Robert Salvin (2026) | 4 | 11.2 | 5.8 |
| Franklin High Income C |
FCHIX
|
James McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income C |
FCHIX
|
Robert Salvin (2026) | 4 | 11.2 | 5.8 |
| Franklin High Income R |
FHIRX
|
James McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income R |
FHIRX
|
Robert Salvin (2026) | 4 | 11.2 | 5.8 |
| Franklin High Income R6 |
FHRRX
|
James McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income R6 |
FHRRX
|
Robert Salvin (2026) | 4 | 11.2 | 5.8 |
| Franklin International Core Equity Adv |
FCENX
|
Brett Risser (2026) | 3 | 0.8 | 0.5 |
| Franklin International Equity A |
LMEAX
|
Adrian Chan (2026) | 3 | 13.2 | 4.7 |
| Franklin International Equity C |
LMGEX
|
Adrian Chan (2026) | 3 | 13.2 | 4.7 |
| Franklin International Equity FI |
LGFEX
|
Adrian Chan (2026) | 3 | 13.2 | 4.7 |
| Franklin International Equity I |
LGIEX
|
Adrian Chan (2026) | 3 | 13.2 | 4.7 |
| Franklin International Equity IS |
LIESX
|
Adrian Chan (2026) | 3 | 13.2 | 4.7 |
| Franklin International Equity R |
LMIRX
|
Adrian Chan (2026) | 3 | 13.2 | 4.7 |
| Franklin Long Duration Credit Advisor |
FVLDX
|
Andrew Benson (2024) | 3 | 2.9 | 2.5 |
| Franklin Long Duration Credit Advisor |
FVLDX
|
Michael Cho (2023) | 3 | 2.9 | 2.5 |
| Franklin Long Duration Credit Advisor |
FVLDX
|
Joshua Lohmeier (2023) | 3 | 2.9 | 2.5 |
| Franklin Louisiana Tax Free Income A |
FQLAX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income A1 |
FKLAX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income Adv |
FLTZX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income C |
FLAIX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income R6 |
FLAQX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin MA Tax-Free Income A |
FMAQX
|
James Conn (2026) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income A1 |
FMISX
|
James Conn (2026) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income Adv |
FMAHX
|
James Conn (2026) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income C |
FMAIX
|
James Conn (2026) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income R6 |
FKTMX
|
James Conn (2026) | 4 | 5.7 | 4.2 |
| Franklin MD Tax Free Income A |
FQMDX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income A1 |
FMDTX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income Adv |
FMDZX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income C |
FMDIX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income R6 |
FMDQX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin MO Tax Free Income A |
FMQOX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income A1 |
FRMOX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income Adv |
FRMZX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income C |
FMOIX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income R6 |
FMOQX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Moderate Allocation A |
FMTIX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation Advisor |
FMTZX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation C |
FTMTX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation R |
FTMRX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation R6 |
FTMLX
|
Brett Goldstein (2026) | 3 | 14.5 | 5.3 |
| Franklin NC Tax-Free Income A |
FQNCX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income A1 |
FXNCX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income Adv |
FNCZX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income C |
FNCIX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income R6 |
FNCQX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin OR Tax Free Income A |
FOFQX
|
Garrett Hamilton (2026) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income A1 |
FRORX
|
Garrett Hamilton (2026) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income Adv |
FOFZX
|
Garrett Hamilton (2026) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income C |
FORIX
|
Garrett Hamilton (2026) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income R6 |
FOFRX
|
Garrett Hamilton (2026) | 4 | 25.5 | 9.2 |
| Franklin PA Tax-Free Income A |
FPAQX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income A1 |
FRPAX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income Adv |
FPFZX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income C |
FRPTX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income R6 |
FRPRX
|
Garrett Hamilton (2026) | 4 | 5.7 | 4.2 |
| Franklin Templeton SMACS: Series CH Adv |
FQCHX
|
Daniel Workman (2026) | 4 | 7.1 | 4.6 |
| Franklin U.S. Core Equity Advisor |
FCEUX
|
Brett Risser (2026) | 3 | 0.8 | 0.5 |
| Franklin U.S. Large Cap Equity FI |
LMUSX
|
Adrian Chan (2026) | 3 | 4.3 | 1.7 |
| Franklin U.S. Large Cap Equity I |
LMTIX
|
Adrian Chan (2026) | 3 | 4.3 | 1.7 |
| Franklin U.S. Large Cap Equity IS |
LMISX
|
Adrian Chan (2026) | 3 | 4.3 | 1.7 |
| Franklin U.S. Small Cap Equity A |
LMBAX
|
Adrian Chan (2026) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity C |
LMBCX
|
Adrian Chan (2026) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity FI |
LGSCX
|
Adrian Chan (2026) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity I |
LMSIX
|
Adrian Chan (2026) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity IS |
LMBMX
|
Adrian Chan (2026) | 3 | 5.2 | 2.0 |
| Franklin VA Tax Free Income A |
FVAQX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income A1 |
FRVAX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income Adv |
FRVZX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income C |
FVAIX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income R6 |
FRVRX
|
Garrett Hamilton (2026) | 4 | 16.4 | 6.9 |
| Goldman Sachs Enhanced Div Gbl Eq A |
GADGX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| Goldman Sachs Enhanced Div Gbl Eq Instl |
GIDGX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| Goldman Sachs Enhanced Div Gbl Eq R6 |
GRGDX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| Goldman Sachs Enhanced Div Glbl Eq P |
GAFPX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq A |
TAGGX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq Instl |
TIGGX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq P |
GSKPX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq R6 |
TRGGX
|
Siwen Wu (2026) | 4 | 11.5 | 5.6 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
Edward Tostanoski (2025) | 14 | 6.4 | 3.2 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
Edward Tostanoski (2025) | 14 | 6.4 | 3.2 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Scott Darci (2026) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Pilar Gomez-Bravo (2025) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Bryan Hazelton (2026) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Robert Spector (2025) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Scott Darci (2026) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Pilar Gomez-Bravo (2025) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Bryan Hazelton (2026) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Robert Spector (2025) | 13 | 10.1 | 4.1 |
| GuideStone Funds Medium-Dur Bd Instl |
GMDYX
|
Scott Darci (2026) | 15 | 7.2 | 2.8 |
| GuideStone Funds Medium-Dur Bd Instl |
GMDYX
|
Bryan Hazelton (2026) | 15 | 7.2 | 2.8 |
| GuideStone Funds Medium-Duration Bd Inv |
GMDZX
|
Scott Darci (2026) | 15 | 7.2 | 2.8 |
| GuideStone Funds Medium-Duration Bd Inv |
GMDZX
|
Bryan Hazelton (2026) | 15 | 7.2 | 2.8 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Peter Algert (2026) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Ryan LaFond (2026) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Peter Algert (2026) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Ryan LaFond (2026) | 16 | 23.9 | 4.4 |
| Guinness Atkinson Alternative Energy |
GAAEX
|
Jamie Melrose (2026) | 4 | 7.5 | 3.8 |
| Guinness Atkinson Alternative Energy |
GAAEX
|
Jordan Patel (2026) | 4 | 7.5 | 3.8 |
| Hartford Emerging Markets Equity A |
HERAX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity C |
HERCX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity F |
HERFX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity I |
HERIX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity R3 |
HERRX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity R4 |
HERSX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity R5 |
HERTX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity R6 |
HERVX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Hartford Emerging Markets Equity Y |
HERYX
|
Andrew Gossard (2026) | 3 | 6.3 | 2.9 |
| Homestead International Equity |
HISIX
|
David Glickman (2026) | 4 | 10.5 | 5.9 |
| Impax Global Women’s Leadership Instl |
PXWIX
|
Robb Ruhr (2026) | 2 | 12.1 | 6.1 |
| Impax Global Women’s Leadership Investor |
PXWEX
|
Robb Ruhr (2026) | 2 | 12.1 | 6.1 |
| Impax High Yield Bond A |
PXHAX
|
David Kinsley (2026) | 2 | 10.7 | 5.3 |
| Impax High Yield Bond Institutional |
PXHIX
|
David Kinsley (2026) | 2 | 10.7 | 5.3 |
| Impax High Yield Bond Investor |
PAXHX
|
David Kinsley (2026) | 2 | 10.7 | 5.3 |
| Impax International Sust Econ Instl |
PXNIX
|
Robb Ruhr (2026) | 2 | 11.4 | 5.8 |
| Impax International Sust Econ Inv |
PXINX
|
Robb Ruhr (2026) | 2 | 11.4 | 5.8 |
| Impax US Sustainable Economy A |
PXGAX
|
Robb Ruhr (2026) | 2 | 5.4 | 2.7 |
| Impax US Sustainable Economy Instl |
PWGIX
|
Robb Ruhr (2026) | 2 | 5.4 | 2.7 |
| Impax US Sustainable Economy Investor |
PXWGX
|
Robb Ruhr (2026) | 2 | 5.4 | 2.7 |
| Invesco Balanced-Risk Commodity Strat A |
BRCAX
|
Jan Grindrod (2026) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat C |
BRCCX
|
Jan Grindrod (2026) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat R |
BRCRX
|
Jan Grindrod (2026) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat R5 |
BRCNX
|
Jan Grindrod (2026) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat R6 |
IBRFX
|
Jan Grindrod (2026) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat Y |
BRCYX
|
Jan Grindrod (2026) | 4 | 15.6 | 8.2 |
| Invesco Discovery A |
OPOCX
|
Asutosh (Ash) Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery C |
ODICX
|
Asutosh (Ash) Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery Large Cap A |
OPTFX
|
Asutosh (Ash) Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap C |
OTFCX
|
Asutosh (Ash) Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap R |
OTCNX
|
Asutosh (Ash) Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap R5 |
CPTUX
|
Asutosh (Ash) Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap R6 |
OPTIX
|
Asutosh (Ash) Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap Y |
OTCYX
|
Asutosh (Ash) Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery R |
ODINX
|
Asutosh (Ash) Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery R5 |
DIGGX
|
Asutosh (Ash) Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery R6 |
ODIIX
|
Asutosh (Ash) Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery Y |
ODIYX
|
Asutosh (Ash) Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Global Real Estate Income R |
ASREX
|
Kevin Collins (2024) | 4 | 13.5 | 5.8 |
| Invesco Global Real Estate Income R |
ASREX
|
Chris Faems (2025) | 4 | 13.5 | 5.8 |
| Invesco Global Real Estate Income R |
ASREX
|
Grant Jackson (2018) | 4 | 13.5 | 5.8 |
| Invesco Global Real Estate Income R |
ASREX
|
Ping-Ying Wang (2012) | 4 | 13.5 | 5.8 |
| Invesco High Yield A |
AMHYX
|
Edward Craven (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield A |
AMHYX
|
Thomas Moore (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield C |
AHYCX
|
Edward Craven (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield C |
AHYCX
|
Thomas Moore (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield Investor |
HYINX
|
Edward Craven (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield Investor |
HYINX
|
Thomas Moore (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield R5 |
AHIYX
|
Edward Craven (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield R5 |
AHIYX
|
Thomas Moore (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield R6 |
HYIFX
|
Edward Craven (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield R6 |
HYIFX
|
Thomas Moore (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield Y |
AHHYX
|
Edward Craven (2026) | 3 | 5.1 | 1.7 |
| Invesco High Yield Y |
AHHYX
|
Thomas Moore (2026) | 3 | 5.1 | 1.7 |
| Invesco SMA High Yield Bond |
SMHYX
|
Thomas Moore (2026) | 2 | 3.3 | 1.7 |
| Invesco Technology A |
ITYAX
|
Asutosh (Ash) Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology C |
ITHCX
|
Asutosh (Ash) Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology Investor |
FTCHX
|
Asutosh (Ash) Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology R |
ITYRX
|
Asutosh (Ash) Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology R5 |
FTPIX
|
Asutosh (Ash) Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology R6 |
FTPSX
|
Asutosh (Ash) Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology Y |
ITYYX
|
Asutosh (Ash) Shah (2022) | 2 | 3.6 | 2.0 |
| JHancock High Yield A |
JHHBX
|
Tim Jarombek (2026) | 4 | 8.8 | 3.2 |
| JHancock High Yield A |
JHHBX
|
Darren Toner (2026) | 4 | 8.8 | 3.2 |
| JHancock High Yield C |
JHYCX
|
Tim Jarombek (2026) | 4 | 8.8 | 3.2 |
| JHancock High Yield C |
JHYCX
|
Darren Toner (2026) | 4 | 8.8 | 3.2 |
| JHancock High Yield I |
JYHIX
|
Tim Jarombek (2026) | 4 | 8.8 | 3.2 |
| JHancock High Yield I |
JYHIX
|
Darren Toner (2026) | 4 | 8.8 | 3.2 |
| JHancock High Yield R6 |
JFHYX
|
Tim Jarombek (2026) | 4 | 8.8 | 3.2 |
| JHancock High Yield R6 |
JFHYX
|
Darren Toner (2026) | 4 | 8.8 | 3.2 |
| Loomis Sayles Fixed Income |
LSFIX
|
Scott Darci (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Fixed Income |
LSFIX
|
Bryan Hazelton (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles High Income A |
NEFHX
|
Chris Romanelli (2026) | 5 | 24.1 | 7.2 |
| Loomis Sayles High Income C |
NEHCX
|
Chris Romanelli (2026) | 5 | 24.1 | 7.2 |
| Loomis Sayles High Income N |
LSHNX
|
Chris Romanelli (2026) | 5 | 24.1 | 7.2 |
| Loomis Sayles High Income Opps Instl |
LSIOX
|
Chris Romanelli (2026) | 5 | 22.2 | 6.7 |
| Loomis Sayles High Income Y |
NEHYX
|
Chris Romanelli (2026) | 5 | 24.1 | 7.2 |
| Loomis Sayles Instl High Income |
LSHIX
|
Chris Romanelli (2026) | 5 | 19.4 | 5.8 |
| Loomis Sayles Investment Grade Bond A |
LIGRX
|
Scott Darci (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond A |
LIGRX
|
Bryan Hazelton (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond Adm |
LIGAX
|
Scott Darci (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond Adm |
LIGAX
|
Bryan Hazelton (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond C |
LGBCX
|
Scott Darci (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond C |
LGBCX
|
Bryan Hazelton (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond N |
LGBNX
|
Scott Darci (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond N |
LGBNX
|
Bryan Hazelton (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond Y |
LSIIX
|
Scott Darci (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Investment Grade Bond Y |
LSIIX
|
Bryan Hazelton (2026) | 4 | 19.8 | 8.3 |
| Loomis Sayles Sr Floating Rate and F/I A |
LSFAX
|
Chris Romanelli (2026) | 4 | 1.1 | 0.8 |
| Loomis Sayles Sr Floating Rate and F/I C |
LSFCX
|
Chris Romanelli (2026) | 4 | 1.1 | 0.8 |
| Loomis Sayles Sr Floating Rate and F/I N |
LSFNX
|
Chris Romanelli (2026) | 4 | 1.1 | 0.8 |
| Loomis Sayles Sr Floating Rate and F/I Y |
LSFYX
|
Chris Romanelli (2026) | 4 | 1.1 | 0.8 |
| Loomis Sayles Strategic Alpha A |
LABAX
|
Scott Darci (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Alpha A |
LABAX
|
Bryan Hazelton (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Alpha C |
LABCX
|
Scott Darci (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Alpha C |
LABCX
|
Bryan Hazelton (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Alpha N |
LASNX
|
Scott Darci (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Alpha N |
LASNX
|
Bryan Hazelton (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Alpha Y |
LASYX
|
Scott Darci (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Alpha Y |
LASYX
|
Bryan Hazelton (2026) | 4 | 15.6 | 5.3 |
| Loomis Sayles Strategic Income A |
NEFZX
|
Scott Darci (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income A |
NEFZX
|
Bryan Hazelton (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income Admin |
NEZAX
|
Scott Darci (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income Admin |
NEZAX
|
Bryan Hazelton (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income C |
NECZX
|
Scott Darci (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income C |
NECZX
|
Bryan Hazelton (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income N |
NEZNX
|
Scott Darci (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income N |
NEZNX
|
Bryan Hazelton (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income Y |
NEZYX
|
Scott Darci (2026) | 4 | 19.4 | 7.4 |
| Loomis Sayles Strategic Income Y |
NEZYX
|
Bryan Hazelton (2026) | 4 | 19.4 | 7.4 |
| MassMutual Overseas A |
MOSAX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Adm |
MOSLX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Overseas I |
MOSZX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R3 |
MOSNX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R4 |
MOSFX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R5 |
MOSSX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Svc |
MOSYX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Y |
MMOJX
|
Michael Manelli (2017) | 5 | 24.9 | 9.7 |
| MassMutual Small Cap Gr Eq A |
MMGEX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq Adm |
MSGLX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq I |
MSGZX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq R3 |
MSGNX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq R5 |
MSGSX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq Svc |
MSCYX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq Y |
MMNJX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Growth Eq R4 |
MSERX
|
Asutosh (Ash) Shah (2015) | 5 | 24.6 | 10.3 |
| Multi-Manager Alternative Strat Inst |
CZAMX
|
Ryan Dean (2026) | 19 | 9.3 | 4.4 |
| Multi-Manager Alternative Strat Inst |
CZAMX
|
Michael Levitin (2026) | 19 | 9.3 | 4.4 |
| Multi-Manager Intl Eq Strats Instl |
CMIEX
|
Sam Thompson (2026) | 23 | 8.1 | 4.7 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl A |
WASAX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl C |
WASCX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl I |
IVAEX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R |
IASRX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl R6 |
IASTX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Asset Strategy Fund Cl Y |
WASYX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class A |
IBNAX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class A |
IBNAX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class A |
IBNAX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class A |
IBNAX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class C |
IBNCX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class C |
IBNCX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class C |
IBNCX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class C |
IBNCX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class I |
IYBIX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class I |
IYBIX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class I |
IYBIX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class I |
IYBIX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R |
IYBFX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R |
IYBFX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R |
IYBFX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R |
IYBFX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R6 |
IBARX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R6 |
IBARX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R6 |
IBARX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class R6 |
IBARX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class Y |
IBNYX
|
Amy Chang (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class Y |
IBNYX
|
David Crall (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class Y |
IBNYX
|
Stephen Kotsen (2026) | 7 | 4.6 | 2.0 |
| Nomura Balanced Fund Class Y |
IBNYX
|
Chris Parham (2026) | 7 | 4.6 | 2.0 |
| Nomura Corporate Bond A |
DGCAX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond A |
DGCAX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond A |
DGCAX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond A |
DGCAX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond C |
DGCCX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond C |
DGCCX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond C |
DGCCX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond C |
DGCCX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond Inst |
DGCIX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond Inst |
DGCIX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond Inst |
DGCIX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond Inst |
DGCIX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R |
DGCRX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R |
DGCRX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R |
DGCRX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R |
DGCRX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R6 |
DGCZX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R6 |
DGCZX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R6 |
DGCZX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Corporate Bond R6 |
DGCZX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Diversified Income A |
DPDFX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income A |
DPDFX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income A |
DPDFX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income A |
DPDFX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income C |
DPCFX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income C |
DPCFX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income C |
DPCFX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income C |
DPCFX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income Instl |
DPFFX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income Instl |
DPFFX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income Instl |
DPFFX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income Instl |
DPFFX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R |
DPRFX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R |
DPRFX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R |
DPRFX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R |
DPRFX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R6 |
DPZRX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R6 |
DPZRX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R6 |
DPZRX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Diversified Income R6 |
DPZRX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Extended Duration Bond A |
DEEAX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond A |
DEEAX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond A |
DEEAX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond A |
DEEAX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond C |
DEECX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond C |
DEECX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond C |
DEECX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond C |
DEECX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond Instl |
DEEIX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R |
DEERX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R |
DEERX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R |
DEERX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R |
DEERX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
Amy Chang (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
David Crall (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
Stephen Kotsen (2026) | 6 | 12.6 | 4.1 |
| Nomura Extended Duration Bond R6 |
DEZRX
|
Chris Parham (2026) | 6 | 12.6 | 4.1 |
| Nomura Global Bond Fund Class A |
IVSAX
|
Amy Chang (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class A |
IVSAX
|
David Crall (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class A |
IVSAX
|
Stephen Kotsen (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class A |
IVSAX
|
Chris Parham (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
Amy Chang (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
David Crall (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
Stephen Kotsen (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class C |
IVSCX
|
Chris Parham (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
Amy Chang (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
David Crall (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
Stephen Kotsen (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class I |
IVSIX
|
Chris Parham (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
Amy Chang (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
David Crall (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
Stephen Kotsen (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R |
IYGOX
|
Chris Parham (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
Amy Chang (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
David Crall (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
Stephen Kotsen (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class R6 |
IVBDX
|
Chris Parham (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
Amy Chang (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
David Crall (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
Stephen Kotsen (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Bond Fund Class Y |
IVSYX
|
Chris Parham (2026) | 8 | 4.6 | 0.8 |
| Nomura Global Listed Real Assets A |
DPREX
|
Amy Chang (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets A |
DPREX
|
David Crall (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets A |
DPREX
|
Stephen Kotsen (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets A |
DPREX
|
Chris Parham (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets C |
DPRCX
|
Amy Chang (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets C |
DPRCX
|
David Crall (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets C |
DPRCX
|
Stephen Kotsen (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets C |
DPRCX
|
Chris Parham (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
Amy Chang (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
David Crall (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
Stephen Kotsen (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets Instl |
DPRSX
|
Chris Parham (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R |
DPRRX
|
Amy Chang (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R |
DPRRX
|
David Crall (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R |
DPRRX
|
Stephen Kotsen (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R |
DPRRX
|
Chris Parham (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
Amy Chang (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
David Crall (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
Stephen Kotsen (2026) | 7 | 6.9 | 2.6 |
| Nomura Global Listed Real Assets R6 |
DPRDX
|
Chris Parham (2026) | 7 | 6.9 | 2.6 |
| Nomura Growth and Income A |
FGINX
|
Ben Leung (2021) | 2 | 5.4 | 3.6 |
| Nomura Growth and Income Instl |
FGIPX
|
Ben Leung (2021) | 2 | 5.4 | 3.6 |
| Nomura Growth and Income R6 |
FGIQX
|
Ben Leung (2021) | 2 | 5.4 | 3.6 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc A |
DTRIX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc C |
DTICX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc I |
DTINX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R |
DLTRX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Limited-Term Diversified Inc R6 |
DLTZX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income A |
DEGGX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income A |
DEGGX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income A |
DEGGX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income A |
DEGGX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income C |
DUGCX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income C |
DUGCX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income C |
DUGCX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income C |
DUGCX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income I |
DUGIX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income I |
DUGIX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income I |
DUGIX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income I |
DUGIX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income R |
DUGRX
|
Amy Chang (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income R |
DUGRX
|
David Crall (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income R |
DUGRX
|
Stephen Kotsen (2026) | 7 | 2.2 | 0.5 |
| Nomura Strategic Income R |
DUGRX
|
Chris Parham (2026) | 7 | 2.2 | 0.5 |
| Nomura Systematic Emerging Markets Eq A |
IPOAX
|
Ben Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq C |
IPOCX
|
Ben Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq I |
IPOIX
|
Ben Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq R |
IYPCX
|
Ben Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq R6 |
IMEGX
|
Ben Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq Y |
IPOYX
|
Ben Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Wealth Builder A |
DDIAX
|
Amy Chang (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder A |
DDIAX
|
David Crall (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder A |
DDIAX
|
Stephen Kotsen (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder A |
DDIAX
|
Chris Parham (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder C |
DDICX
|
Amy Chang (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder C |
DDICX
|
David Crall (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder C |
DDICX
|
Stephen Kotsen (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder C |
DDICX
|
Chris Parham (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder Institutional |
DDIIX
|
Amy Chang (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder Institutional |
DDIIX
|
David Crall (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder Institutional |
DDIIX
|
Stephen Kotsen (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder Institutional |
DDIIX
|
Chris Parham (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R |
DDDRX
|
Amy Chang (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R |
DDDRX
|
David Crall (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R |
DDDRX
|
Stephen Kotsen (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R |
DDDRX
|
Chris Parham (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R6 |
DDERX
|
Amy Chang (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R6 |
DDERX
|
David Crall (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R6 |
DDERX
|
Stephen Kotsen (2026) | 7 | 6.1 | 2.4 |
| Nomura Wealth Builder R6 |
DDERX
|
Chris Parham (2026) | 7 | 6.1 | 2.4 |
| Northern Active M Emerging Market Equity |
NMMEX
|
Robert Dwinall (2026) | 4 | 3.1 | 0.9 |
| Northern Active M International Equity |
NMIEX
|
Robert Dwinall (2026) | 4 | 3.1 | 0.9 |
| PGIM Global Real Estate A |
PURAX
|
Enoch Chan (2026) | 5 | 19.4 | 9.3 |
| PGIM Global Real Estate C |
PURCX
|
Enoch Chan (2026) | 5 | 19.4 | 9.3 |
| PGIM Global Real Estate R |
PURRX
|
Enoch Chan (2026) | 5 | 19.4 | 9.3 |
| PGIM Global Real Estate R2 |
PUREX
|
Enoch Chan (2026) | 5 | 19.4 | 9.3 |
| PGIM Global Real Estate R4 |
PURGX
|
Enoch Chan (2026) | 5 | 19.4 | 9.3 |
| PGIM Global Real Estate R6 |
PGRQX
|
Enoch Chan (2026) | 5 | 19.4 | 9.3 |
| PGIM Global Real Estate Z |
PURZX
|
Enoch Chan (2026) | 5 | 19.4 | 9.3 |
| PGIM Real Estate Income A |
PRKAX
|
Enoch Chan (2026) | 5 | 11.1 | 7.3 |
| PGIM Real Estate Income C |
PRKCX
|
Enoch Chan (2026) | 5 | 11.1 | 7.3 |
| PGIM Real Estate Income R6 |
PRKQX
|
Enoch Chan (2026) | 5 | 11.1 | 7.3 |
| PGIM Real Estate Income Z |
PRKZX
|
Enoch Chan (2026) | 5 | 11.1 | 7.3 |
| PGIM Select Real Estate A |
SREAX
|
Enoch Chan (2026) | 5 | 11.9 | 7.6 |
| PGIM Select Real Estate C |
SRECX
|
Enoch Chan (2026) | 5 | 11.9 | 7.6 |
| PGIM Select Real Estate R6 |
SREQX
|
Enoch Chan (2026) | 5 | 11.9 | 7.6 |
| PGIM Select Real Estate Z |
SREZX
|
Enoch Chan (2026) | 5 | 11.9 | 7.6 |
| PIMCO Total Return V I-2 |
PPAFX
|
Jelle Brons (2023) | 4 | 3.2 | 2.5 |
| PIMCO Total Return V I-2 |
PPAFX
|
Michael Cudzil (2025) | 4 | 3.2 | 2.5 |
| PIMCO Total Return V I-2 |
PPAFX
|
Mohit Mittal (2023) | 4 | 3.2 | 2.5 |
| PIMCO Total Return V I-2 |
PPAFX
|
Qi Wang (2023) | 4 | 3.2 | 2.5 |
| Parnassus Mid Cap Growth Institutional |
PFPRX
|
Shivani Vohra (2026) | 2 | 13.2 | 6.6 |
| Parnassus Mid Cap Growth Investor |
PARNX
|
Shivani Vohra (2026) | 2 | 13.2 | 6.6 |
| Penn Capital Special Sits Sm Cp Eq Inst |
PSCNX
|
Michael Kehoe (2026) | 3 | 10.5 | 3.8 |
| Principal Short-Term Income A |
SRHQX
|
Zach Gassmann (2026) | 3 | 2.9 | 1.4 |
| Principal Short-Term Income C |
STCCX
|
Zach Gassmann (2026) | 3 | 2.9 | 1.4 |
| Principal Short-Term Income Inst |
PSHIX
|
Zach Gassmann (2026) | 3 | 2.9 | 1.4 |
| Principal Short-Term Income J |
PSJIX
|
Zach Gassmann (2026) | 3 | 2.9 | 1.4 |
| Principal Short-Term Income R3 |
PSIOX
|
Zach Gassmann (2026) | 3 | 2.9 | 1.4 |
| Principal Short-Term Income R5 |
PSIQX
|
Zach Gassmann (2026) | 3 | 2.9 | 1.4 |
| Putnam Dynamic Asset Allocation Bal A |
PABAX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal C |
AABCX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal R |
PAARX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal R5 |
PAADX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal R6 |
PAAEX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal Y |
PABYX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv A |
PACAX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv C |
PACCX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv R |
PACRX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv R5 |
PACDX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv R6 |
PCCEX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv Y |
PACYX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr A |
PAEAX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr C |
PAECX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr R |
PASRX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr R5 |
PADEX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr R6 |
PAEEX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr Y |
PAGYX
|
Laura Green (2026) | 4 | 7.3 | 3.4 |
| Putnam Multi-Asset Income A |
PMIAX
|
Laura Green (2026) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income C |
PMICX
|
Laura Green (2026) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income R |
PMIRX
|
Laura Green (2026) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income R5 |
PMILX
|
Laura Green (2026) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income R6 |
PMIVX
|
Laura Green (2026) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income Y |
PMIYX
|
Laura Green (2026) | 4 | 6.5 | 3.1 |
| Putnam Retirement Advantage 2030 A |
PDLTX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 C |
PDLKX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R |
PDKAX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R3 |
PAFOX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R4 |
PAFQX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R5 |
PAFVX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R6 |
PDIZX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 Y |
PDGKX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 A |
PDFLX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 C |
PDAWX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R |
PDAKX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R3 |
PAFWX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R4 |
PAFUX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R5 |
PAFYX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R6 |
PCDLX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 Y |
POWYX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 A |
PCCLX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 C |
PBBZX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R |
PBAOX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R3 |
PAGKX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R4 |
PAGJX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R5 |
PAGOX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R6 |
PBAMX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 Y |
PALZX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 A |
PALGX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 C |
PAFPX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R |
PAFZX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R3 |
PAGQX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R4 |
PAGUX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R5 |
PAGWX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R6 |
PAFMX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 Y |
PAFJX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 A |
PAEZX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 C |
PAENX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R |
PAEQX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R3 |
PAGZX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R4 |
PAHAX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R5 |
PAHDX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R6 |
PAEKX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 Y |
PHPDX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 A |
PADYX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 C |
PACWX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R |
PACSX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R3 |
PAHEX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R4 |
PAHFX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R5 |
PAHGX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R6 |
PACJX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 Y |
PAAWX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 A |
PAAVX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 C |
PAAPX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R |
PAAMX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R3 |
PAHJX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R4 |
PAHKX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R5 |
PAHLX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R6 |
PAAKX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 Y |
PAKJX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2065 A |
PCJZX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 C |
PCKBX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R |
PCKFX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R3 |
PCKGX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R4 |
PCKHX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R5 |
PCKIX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R6 |
PCKJX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 Y |
PCKEX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2070 A |
PAJFX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 C |
PAJHX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R |
PAJIX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R3 |
PAJJX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R4 |
PAJKX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R5 |
PAJLX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R6 |
PAJMX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 Y |
PAJNX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Maturity A |
POMGX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity C |
PLFGX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R |
PAKYX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R3 |
PAHMX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R4 |
PAHNX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R5 |
PAHOX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R6 |
PADLX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity Y |
PAETX
|
Laura Green (2026) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Plus 2030 A |
PRRQX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R3 |
PADOX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R4 |
PADNX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R5 |
PADRX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R6 |
PREZX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 Y |
PRRTX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 A |
PRRWX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R3 |
PADUX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R4 |
PADSX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R5 |
PADVX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R6 |
PREGX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 Y |
PRRYX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 A |
PRRZX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R3 |
PAAUX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R4 |
PAAYX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R5 |
PABTX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R6 |
PREHX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 Y |
PRZZX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2045 A |
PRVLX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R3 |
PACGX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R4 |
PACFX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R5 |
PACHX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R6 |
PREKX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 Y |
PRVYX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 A |
PRRJX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R |
PRRKX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R3 |
PADWX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R4 |
PAEHX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R5 |
PAEJX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R6 |
PREUX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 Y |
PRRUX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 A |
PRRFX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R |
PRRVX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R3 |
PAEOX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R4 |
PAEPX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R5 |
PAESX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R6 |
PREVX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 Y |
PRTLX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 A |
PRTFX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R |
PRTRX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R3 |
PAEVX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R4 |
PAEUX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R5 |
PAEWX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R6 |
PEFGX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 Y |
PRTYX
|
Laura Green (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2065 A |
PCJQX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 C |
PCJRX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R |
PCJUX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R3 |
PCJVX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R4 |
PCJWX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R5 |
PCJIX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R6 |
PCJYX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 Y |
PCJSX
|
Laura Green (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2070 A |
PAJOX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 C |
PAJPX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R |
PAJSX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R3 |
PAJTX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R4 |
PAJUX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R5 |
PAJVX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R6 |
PAJWX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 Y |
PAJYX
|
Laura Green (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus Mat A |
PRMAX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat C |
PRMCX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R |
PRMKX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R3 |
PACKX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R4 |
PACPX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R5 |
PACQX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R6 |
PREWX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat Y |
PRMYX
|
Laura Green (2026) | 5 | 7.3 | 2.9 |
| Six Circles Credit Opportunities |
CRDOX
|
Justin Griffith (2026) | 46 | 5.9 | 3.6 |
| T. Rowe Price Credit Opportunities |
PRCPX
|
Jason Bauer (2026) | 2 | 11.0 | 5.5 |
| T. Rowe Price Credit Opportunities Adv |
PAOPX
|
Jason Bauer (2026) | 2 | 11.0 | 5.5 |
| T. Rowe Price Credit Opportunities I |
TCRRX
|
Jason Bauer (2026) | 2 | 11.0 | 5.5 |
| T. Rowe Price High Yield |
PRHYX
|
David Yatzeck (2026) | 2 | 7.5 | 3.8 |
| T. Rowe Price High Yield Adv |
PAHIX
|
David Yatzeck (2026) | 2 | 7.5 | 3.8 |
| T. Rowe Price High Yield I |
PRHIX
|
David Yatzeck (2026) | 2 | 7.5 | 3.8 |
| T. Rowe Price High Yield Z |
TRKZX
|
David Yatzeck (2026) | 2 | 7.5 | 3.8 |
| T. Rowe Price Instl High Yield |
TRHYX
|
David Yatzeck (2026) | 2 | 7.5 | 3.8 |
| T. Rowe Price US High Yield |
TUHYX
|
Douglas Zinser (2026) | 2 | 13.2 | 6.6 |
| T. Rowe Price US High Yield Advisor |
TUHAX
|
Douglas Zinser (2026) | 2 | 13.2 | 6.6 |
| T. Rowe Price US High Yield I |
TUHIX
|
Douglas Zinser (2026) | 2 | 13.2 | 6.6 |
| Trillium ESG Global Equity Institutional |
PORIX
|
Scott Kennedy (2026) | 4 | 7.9 | 3.7 |
| Trillium ESG Global Equity Investor |
PORTX
|
Scott Kennedy (2026) | 4 | 7.9 | 3.7 |
| VALIC Company I Global Strategy |
VGLSX
|
Adrian Chan (2026) | 12 | 4.6 | 2.8 |
| VALIC Company I Global Strategy |
VGLSX
|
Brett Goldstein (2026) | 12 | 4.6 | 2.8 |
| VALIC Company I Global Strategy |
VGLSX
|
Laura Green (2026) | 12 | 4.6 | 2.8 |
| Value Line Select Core Instl |
VILSX
|
Nathan Eigerman (2026) | 3 | 29.5 | 10.6 |
| Value Line Select Core Inv |
VALSX
|
Nathan Eigerman (2026) | 3 | 29.5 | 10.6 |
| Voya MI Dynamic SMID Cap A |
VYMQX
|
Christine Cappabianca (2026) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap C |
VYMRX
|
Christine Cappabianca (2026) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap I |
VYMSX
|
Christine Cappabianca (2026) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap R |
VYMVX
|
Christine Cappabianca (2026) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap R6 |
VYMBX
|
Christine Cappabianca (2026) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap W |
VYMYX
|
Christine Cappabianca (2026) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic Small Cap A |
VYSYX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap C |
VYSZX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap I |
VYSAX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap R |
VYSDX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap R6 |
VYSEX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap W |
VYSGX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya Multi-Manager International Eq I |
IIGIX
|
Christine Cappabianca (2026) | 11 | 9.4 | 2.5 |
| Voya Multi-Manager International Sm Cp A |
NTKLX
|
Peter Kashanek (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp A |
NTKLX
|
Alex Lai (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp A |
NTKLX
|
Kurt Livermore (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp A |
NTKLX
|
Ciprian Marin (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp A |
NTKLX
|
Paul Moghtader (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp C |
NARCX
|
Peter Kashanek (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp C |
NARCX
|
Alex Lai (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp C |
NARCX
|
Kurt Livermore (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp C |
NARCX
|
Ciprian Marin (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp C |
NARCX
|
Paul Moghtader (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp I |
NAPIX
|
Peter Kashanek (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp I |
NAPIX
|
Alex Lai (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp I |
NAPIX
|
Kurt Livermore (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp I |
NAPIX
|
Ciprian Marin (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp I |
NAPIX
|
Paul Moghtader (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp W |
ISCWX
|
Peter Kashanek (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp W |
ISCWX
|
Alex Lai (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp W |
ISCWX
|
Kurt Livermore (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp W |
ISCWX
|
Ciprian Marin (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager International Sm Cp W |
ISCWX
|
Paul Moghtader (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager Intl Sm Cp R6 |
VVJFX
|
Peter Kashanek (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager Intl Sm Cp R6 |
VVJFX
|
Alex Lai (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager Intl Sm Cp R6 |
VVJFX
|
Kurt Livermore (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager Intl Sm Cp R6 |
VVJFX
|
Ciprian Marin (2026) | 11 | 11.3 | 3.9 |
| Voya Multi-Manager Intl Sm Cp R6 |
VVJFX
|
Paul Moghtader (2026) | 11 | 11.3 | 3.9 |
| Voya Small Company Port A |
IASCX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya Small Company Port I |
IVCSX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya Small Company Port R6 |
VSPRX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
| Voya Small Company Port S |
IVPSX
|
Christine Cappabianca (2026) | 3 | 4.0 | 1.6 |
(Data as of 6/30/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
| Allspring Small Company Value A |
SCVAX
|
Jeff Goverman (2018) | 2 | 8.2 | 6.2 |
| Allspring Small Company Value Inst |
SCVNX
|
Jeff Goverman (2018) | 2 | 8.2 | 6.2 |
| Allspring Small Company Value R6 |
SCVJX
|
Jeff Goverman (2018) | 2 | 8.2 | 6.2 |
| American Beacon DevelopingWldIncFd-ACl |
AGUAX
|
Michael Hansen (2014) | 16 | 12.4 | 6.7 |
| American Beacon DevelopingWldIncFd-CCl |
AGECX
|
Michael Hansen (2014) | 16 | 12.4 | 6.7 |
| American Beacon DevelopingWldIncFd-InvCl |
AGEPX
|
Michael Hansen (2014) | 16 | 12.4 | 6.7 |
| American Beacon DevelopingWldIncFd-R5Cl |
AGEIX
|
Michael Hansen (2014) | 16 | 12.4 | 6.7 |
| American Beacon DevelopingWldIncFd-YCl |
AGEYX
|
Michael Hansen (2014) | 16 | 12.4 | 6.7 |
| American Fds EUPAC F-3 |
FEUPX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Fds EUPAC F-3 |
FEUPX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-A |
CEUAX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-A |
CEUAX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-C |
CEUCX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-C |
CEUCX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-E |
CEUEX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-E |
CEUEX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-1 |
CEUFX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-1 |
CEUFX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-2 |
FUEPX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-2 |
FUEPX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-3 |
FEPUX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC 529-F-3 |
FEPUX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC A |
AEPGX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC A |
AEPGX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC C |
AEPCX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC C |
AEPCX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F-2 |
AEPFX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F-2 |
AEPFX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F1 |
AEGFX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC F1 |
AEGFX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2 |
RERBX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2 |
RERBX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2E |
REEBX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-2E |
REEBX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-3 |
RERCX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-3 |
RERCX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-4 |
REREX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-4 |
REREX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-5 |
RERFX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R-5 |
RERFX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R1 |
RERAX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R1 |
RERAX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R5E |
RERHX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R5E |
RERHX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R6 |
RERGX
|
Harold La (2018) | 12 | 25.1 | 11.0 |
| American Funds EUPAC R6 |
RERGX
|
Christopher Thomsen (2008) | 12 | 25.1 | 11.0 |
| Artisan Mid Cap Value Advisor |
APDQX
|
Craig Inman (2019) | 1 | 8.8 | 8.8 |
| Artisan Mid Cap Value Advisor |
APDQX
|
Daniel Kane (2012) | 1 | 8.8 | 8.8 |
| Artisan Mid Cap Value Institutional |
APHQX
|
Craig Inman (2019) | 1 | 8.8 | 8.8 |
| Artisan Mid Cap Value Institutional |
APHQX
|
Daniel Kane (2012) | 1 | 8.8 | 8.8 |
| Artisan Mid Cap Value Investor |
ARTQX
|
Craig Inman (2019) | 1 | 8.8 | 8.8 |
| Artisan Mid Cap Value Investor |
ARTQX
|
Daniel Kane (2012) | 1 | 8.8 | 8.8 |
| Artisan Value Advisor |
APDLX
|
Craig Inman (2019) | 2 | 14.4 | 11.6 |
| Artisan Value Income Advisor |
APDWX
|
Craig Inman (2022) | 2 | 4.3 | 4.3 |
| Artisan Value Income Institutional |
APHWX
|
Craig Inman (2022) | 2 | 4.3 | 4.3 |
| Artisan Value Income Investor |
APFWX
|
Craig Inman (2022) | 2 | 4.3 | 4.3 |
| Artisan Value Institutional |
APHLX
|
Craig Inman (2019) | 2 | 14.4 | 11.6 |
| Artisan Value Investor |
ARTLX
|
Craig Inman (2019) | 2 | 14.4 | 11.6 |
| Ashmore Emerging Markets Debt ClassA |
IGAEX
|
Herbert Saller (2020) | 6 | 5.8 | 3.7 |
| Ashmore Emerging Markets Debt ClassC |
IGCEX
|
Herbert Saller (2020) | 6 | 5.8 | 3.7 |
| Ashmore Emerging Markets Short Dur A |
ESFAX
|
Herbert Saller (2014) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Markets Short Dur C |
ESFCX
|
Herbert Saller (2014) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Markets Short Dur Instl |
ESFIX
|
Herbert Saller (2014) | 6 | 12.0 | 6.4 |
| Ashmore Emerging Mkts Corp Inc A |
ECDAX
|
Herbert Saller (2010) | 6 | 15.6 | 7.3 |
| Ashmore Emerging Mkts Corp Inc C |
ECDCX
|
Herbert Saller (2010) | 6 | 15.6 | 7.3 |
| Ashmore Emerging Mkts Corp Inc Instl |
EMCIX
|
Herbert Saller (2010) | 6 | 15.6 | 7.3 |
| Ashmore EmergingMarkets Debt Instl Class |
IGIEX
|
Herbert Saller (2020) | 6 | 5.8 | 3.7 |
| BNY Mellon Asset Allocation Inv |
MIBLX
|
Alicia Levine (2022) | 5 | 6.6 | 1.7 |
| BNY Mellon Asset Allocation M |
MPBLX
|
Alicia Levine (2022) | 5 | 6.6 | 1.7 |
| BNY Mellon Global Real Return - A |
DRRAX
|
Ella Hoxha (2025) | 3 | 10.6 | 4.3 |
| BNY Mellon Global Real Return - C |
DRRCX
|
Ella Hoxha (2025) | 3 | 10.6 | 4.3 |
| BNY Mellon Global Real Return - I |
DRRIX
|
Ella Hoxha (2025) | 3 | 10.6 | 4.3 |
| BNY Mellon Global Real Return - Y |
DRRYX
|
Ella Hoxha (2025) | 3 | 10.6 | 4.3 |
| Bridge Builder Core Plus Bond |
BBCPX
|
James Dignan (2025) | 13 | 11.0 | 4.7 |
| Bridge Builder Large Cap Value |
BBVLX
|
Daniel Kane (2015) | 16 | 11.2 | 6.6 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Scott Brayman (2015) | 25 | 11.2 | 3.5 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Joseph Caligiuri (2017) | 25 | 11.2 | 3.5 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Joseph Farley (2017) | 25 | 11.2 | 3.5 |
| Bridge Builder Small/Mid Cap Growth |
BBGSX
|
Robert Hallisey (2017) | 25 | 11.2 | 3.5 |
| Brown Capital Mgmt Intl Sm Co Instl |
BCSFX
|
Duncan Evered (2015) | 4 | 10.8 | 4.6 |
| Brown Capital Mgmt Intl Sm Co Instl |
BCSFX
|
Edward Zane (2024) | 4 | 10.8 | 4.6 |
| Brown Capital Mgmt Intl Sm Co Inv |
BCSVX
|
Duncan Evered (2015) | 4 | 10.8 | 4.6 |
| Brown Capital Mgmt Intl Sm Co Inv |
BCSVX
|
Edward Zane (2024) | 4 | 10.8 | 4.6 |
| CIBC Atlas All Cap Growth Institutional |
AWGIX
|
Robert Bridges (2007) | 1 | 0.1 | 0.1 |
| CIBC Atlas All Cap Growth Institutional |
AWGIX
|
John Huber (2007) | 1 | 0.1 | 0.1 |
| CIBC Atlas All Cap Growth Institutional |
AWGIX
|
Kyle M. Nitiss (2025) | 1 | 0.1 | 0.1 |
| Catalyst/CIFC Senior Secured Income A |
CFRAX
|
Stan Sokolowski (2018) | 3 | 2.9 | 1.0 |
| Catalyst/CIFC Senior Secured Income C |
CFRCX
|
Stan Sokolowski (2018) | 3 | 2.9 | 1.0 |
| Catalyst/CIFC Senior Secured Income C-1 |
CFRFX
|
Stan Sokolowski (2018) | 3 | 2.9 | 1.0 |
| Catalyst/CIFC Senior Secured Income I |
CFRIX
|
Stan Sokolowski (2018) | 3 | 2.9 | 1.0 |
| ClearBridge International Value A |
SBIEX
|
Sean Bogda (2006) | 2 | 9.1 | 6.3 |
| ClearBridge International Value C |
SBICX
|
Sean Bogda (2006) | 2 | 9.1 | 6.3 |
| ClearBridge International Value I |
SBIYX
|
Sean Bogda (2006) | 2 | 9.1 | 6.3 |
| ClearBridge International Value IS |
LSIUX
|
Sean Bogda (2006) | 2 | 9.1 | 6.3 |
| ClearBridge International Value R |
LIORX
|
Sean Bogda (2006) | 2 | 9.1 | 6.3 |
| Cohen & Steers Future of Energy Actv ETF |
CSEN
|
Benjamin Morton (2013) | 2 | 12.5 | 12.0 |
| Cohen & Steers Future of Energy Actv ETF |
CSEN
|
Tyler Rosenlicht (2015) | 2 | 12.5 | 12.0 |
| Columbia Acorn A |
LACAX
|
Erika Maschmeyer (2019) | 2 | 0.8 | 0.4 |
| Columbia Acorn C |
LIACX
|
Erika Maschmeyer (2019) | 2 | 0.8 | 0.4 |
| Columbia Acorn Inst |
ACRNX
|
Erika Maschmeyer (2019) | 2 | 0.8 | 0.4 |
| Columbia Acorn Inst2 |
CRBRX
|
Erika Maschmeyer (2019) | 2 | 0.8 | 0.4 |
| Columbia Acorn Inst3 |
CRBYX
|
Erika Maschmeyer (2019) | 2 | 0.8 | 0.4 |
| Columbia Acorn S |
ACRSX
|
Erika Maschmeyer (2019) | 2 | 0.8 | 0.4 |
| Conestoga Discovery Institutional |
CMIRX
|
Joseph Monahan (2021) | 2 | 4.5 | 4.5 |
| Conestoga Discovery Investors |
CMCMX
|
Joseph Monahan (2021) | 2 | 4.5 | 4.5 |
| Diamond Hill Large Cap I |
DHLRX
|
Austin Hawley (2015) | 2 | 0.0 | 0.0 |
| Diamond Hill Large Cap Inv |
DHLAX
|
Austin Hawley (2015) | 2 | 0.0 | 0.0 |
| Diamond Hill Large Cap Y |
DHLYX
|
Austin Hawley (2015) | 2 | 0.0 | 0.0 |
| Diamond Hill Select I |
DHLTX
|
Austin Hawley (2013) | 3 | 13.5 | 4.5 |
| Diamond Hill Select Inv |
DHTAX
|
Austin Hawley (2013) | 3 | 13.5 | 4.5 |
| Diamond Hill Select Y |
DHTYX
|
Austin Hawley (2013) | 3 | 13.5 | 4.5 |
| Dodge & Cox Global Bond I |
DODLX
|
James Dignan (2014) | 5 | 12.2 | 8.5 |
| Dodge & Cox Global Bond X |
DOXLX
|
James Dignan (2014) | 5 | 12.2 | 8.5 |
| Dodge & Cox Income I |
DODIX
|
James Dignan (2002) | 6 | 18.2 | 11.1 |
| Dodge & Cox Income X |
DOXIX
|
James Dignan (2002) | 6 | 18.2 | 11.1 |
| Edgewood Growth Instl |
EGFIX
|
William Broadbent (2026) | 6 | 20.4 | 17.0 |
| Edgewood Growth Retail |
EGFFX
|
William Broadbent (2026) | 6 | 20.4 | 17.0 |
| Federated Hermes Conservative Mcsht A |
FHCBX
|
Paige Wilhelm (2021) | 3 | 5.4 | 4.9 |
| Federated Hermes Conservative Mcsht Ins |
FHCOX
|
Paige Wilhelm (2021) | 3 | 5.4 | 4.9 |
| Federated Hermes Kaufmann A |
KAUAX
|
Hans Utsch (1986) | 6 | 14.0 | 10.4 |
| Federated Hermes Kaufmann C |
KAUCX
|
Hans Utsch (1986) | 6 | 14.0 | 10.4 |
| Federated Hermes Kaufmann IS |
KAUIX
|
Hans Utsch (1986) | 6 | 14.0 | 10.4 |
| Federated Hermes Kaufmann Large Cap A |
KLCAX
|
Hans Utsch (2007) | 6 | 17.0 | 11.6 |
| Federated Hermes Kaufmann Large Cap C |
KLCCX
|
Hans Utsch (2007) | 6 | 17.0 | 11.6 |
| Federated Hermes Kaufmann Large Cap IS |
KLCIX
|
Hans Utsch (2007) | 6 | 17.0 | 11.6 |
| Federated Hermes Kaufmann Large Cap R |
KLCKX
|
Hans Utsch (2007) | 6 | 17.0 | 11.6 |
| Federated Hermes Kaufmann Large Cap R6 |
KLCSX
|
Hans Utsch (2007) | 6 | 17.0 | 11.6 |
| Federated Hermes Kaufmann R |
KAUFX
|
Hans Utsch (1986) | 6 | 14.0 | 10.4 |
| Federated Hermes Kaufmann Small Cap A |
FKASX
|
Hans Utsch (2002) | 6 | 22.8 | 12.4 |
| Federated Hermes Kaufmann Small Cap C |
FKCSX
|
Hans Utsch (2002) | 6 | 22.8 | 12.4 |
| Federated Hermes Kaufmann Small Cap IS |
FKAIX
|
Hans Utsch (2002) | 6 | 22.8 | 12.4 |
| Federated Hermes Kaufmann Small Cap R |
FKKSX
|
Hans Utsch (2002) | 6 | 22.8 | 12.4 |
| Federated Hermes Kaufmann Small Cap R6 |
FKALX
|
Hans Utsch (2002) | 6 | 22.8 | 12.4 |
| Federated Hermes Mortgage Strategy |
FMBPX
|
Robert Schwartz (2026) | 1 | 8.3 | 8.3 |
| Federated Hermes Municipal Bond A |
LMSFX
|
Lee Cunningham (2022) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond A |
LMSFX
|
Richard Gallo (2017) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond C |
LMSCX
|
Lee Cunningham (2022) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond C |
LMSCX
|
Richard Gallo (2017) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond F |
LMFFX
|
Lee Cunningham (2022) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond F |
LMFFX
|
Richard Gallo (2017) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond IS |
LMBIX
|
Lee Cunningham (2022) | 2 | 1.1 | 0.8 |
| Federated Hermes Municipal Bond IS |
LMBIX
|
Richard Gallo (2017) | 2 | 1.1 | 0.8 |
| Fidelity Advisor Hedged Equity A |
FEQAX
|
Zach Dewhirst (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity A |
FEQAX
|
Eric Granat (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity C |
FEQDX
|
Zach Dewhirst (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity C |
FEQDX
|
Eric Granat (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity I |
FEQJX
|
Zach Dewhirst (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity I |
FEQJX
|
Eric Granat (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity M |
FEQNX
|
Zach Dewhirst (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity M |
FEQNX
|
Eric Granat (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity Z |
FEQZX
|
Zach Dewhirst (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Hedged Equity Z |
FEQZX
|
Eric Granat (2022) | 4 | 0.1 | 0.1 |
| Fidelity Advisor Short-Term Bd A |
FBNAX
|
Julian Potenza (2017) | 3 | 19.0 | 9.1 |
| Fidelity Advisor Short-Term Bd C |
FANCX
|
Julian Potenza (2017) | 3 | 19.0 | 9.1 |
| Fidelity Advisor Short-Term Bd I |
FBNIX
|
Julian Potenza (2017) | 3 | 19.0 | 9.1 |
| Fidelity Advisor Short-Term Bd M |
FBNTX
|
Julian Potenza (2017) | 3 | 19.0 | 9.1 |
| Fidelity Advisor Short-Term Bond Z |
FIKTX
|
Julian Potenza (2017) | 3 | 19.0 | 9.1 |
| Fidelity Flex Conservative Income Bd |
FJTDX
|
Julian Potenza (2018) | 4 | 8.1 | 5.8 |
| Fidelity Hedged Equity |
FEQHX
|
Zach Dewhirst (2022) | 4 | 0.1 | 0.1 |
| Fidelity Hedged Equity |
FEQHX
|
Eric Granat (2022) | 4 | 0.1 | 0.1 |
| Fidelity SAI Low Duration Bond |
FZOLX
|
Julian Potenza (2020) | 3 | 5.8 | 4.4 |
| Fidelity SAI Short-Term Bond |
FZOMX
|
Julian Potenza (2020) | 3 | 5.8 | 4.4 |
| Fidelity Short-Term Bond |
FSHBX
|
Julian Potenza (2017) | 3 | 19.0 | 9.1 |
| Franklin AZ Tax Free Income A |
FAZQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income A1 |
FTAZX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income Adv |
FAZZX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income C |
FAZIX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin AZ Tax Free Income R6 |
FAZRX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Alabama Tax Free Income A |
FALQX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income A1 |
FRALX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income Advisor |
FALZX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income C |
FALEX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin Alabama Tax Free Income R6 |
FALRX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin CA High Yield Municipal A |
FCQAX
|
John Wiley (1993) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal A1 |
FCAMX
|
John Wiley (1993) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal Adv |
FVCAX
|
John Wiley (1993) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal C |
FCAHX
|
John Wiley (1993) | 4 | 21.7 | 8.3 |
| Franklin CA High Yield Municipal R6 |
FCAQX
|
John Wiley (1993) | 4 | 21.7 | 8.3 |
| Franklin CO Tax Free Income A |
FCOQX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income A1 |
FRCOX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income Adv |
FCOZX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income C |
FCOIX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin CO Tax Free Income R6 |
FKTLX
|
John Wiley (2020) | 4 | 13.0 | 6.1 |
| Franklin CT Tax-Free Income A |
FQCTX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income A1 |
FXCTX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income Adv |
FCNZX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income C |
FCTIX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin CT Tax-Free Income R6 |
FCTQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Conservative Allocation A |
FTCIX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation Advisor |
FTCZX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation C |
FTCCX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation R |
FTCRX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Conservative Allocation R6 |
FTCMX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Core Plus Bond Fund A |
FRSTX
|
Patricia O'Connor (2016) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund Advisor |
FKSAX
|
Patricia O'Connor (2016) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund C |
FSGCX
|
Patricia O'Connor (2016) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund R |
FKSRX
|
Patricia O'Connor (2016) | 5 | 7.5 | 2.8 |
| Franklin Core Plus Bond Fund R6 |
FGKNX
|
Patricia O'Connor (2016) | 5 | 7.5 | 2.8 |
| Franklin Corefolio Allocation A |
FTCOX
|
Berkeley Belknap (2021) | 3 | 7.4 | 3.0 |
| Franklin Corefolio Allocation Advisor |
FCAZX
|
Berkeley Belknap (2021) | 3 | 7.4 | 3.0 |
| Franklin Corefolio Allocation C |
FTCLX
|
Berkeley Belknap (2021) | 3 | 7.4 | 3.0 |
| Franklin Corefolio Allocation R6 |
FTLQX
|
Berkeley Belknap (2021) | 3 | 7.4 | 3.0 |
| Franklin Emerging Market Core Equity Adv |
FCEEX
|
Sundaram Chettiappan (2019) | 3 | 0.8 | 0.5 |
| Franklin Emerging Market Core Equity Adv |
FCEEX
|
Christopher Floyd (2024) | 3 | 0.8 | 0.5 |
| Franklin Georgia Tax Free Income A |
FGAQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income A1 |
FTGAX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income Advisor |
FGFZX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income C |
FGAIX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Georgia Tax Free Income R6 |
FGFQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Global Equity 1 |
LMPEX
|
Sundaram Chettiappan (2023) | 3 | 5.3 | 2.1 |
| Franklin Global Equity A |
CFIPX
|
Sundaram Chettiappan (2023) | 3 | 5.3 | 2.1 |
| Franklin Global Equity C |
SILLX
|
Sundaram Chettiappan (2023) | 3 | 5.3 | 2.1 |
| Franklin Global Equity I |
SMYIX
|
Sundaram Chettiappan (2023) | 3 | 5.3 | 2.1 |
| Franklin Global Equity IS |
SMYSX
|
Sundaram Chettiappan (2023) | 3 | 5.3 | 2.1 |
| Franklin Growth Allocation A |
FGTIX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation Advisor |
FGTZX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation C |
FTGTX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation R |
FGTRX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Growth Allocation R6 |
FTGMX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin High Income A |
FHQRX
|
S. McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income A |
FHQRX
|
Patricia O'Connor (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income A1 |
FHAIX
|
S. McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income A1 |
FHAIX
|
Patricia O'Connor (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income Adv |
FVHIX
|
S. McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income Adv |
FVHIX
|
Patricia O'Connor (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income C |
FCHIX
|
S. McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income C |
FCHIX
|
Patricia O'Connor (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income R |
FHIRX
|
S. McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income R |
FHIRX
|
Patricia O'Connor (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income R6 |
FHRRX
|
S. McGiveran (2020) | 4 | 11.2 | 5.8 |
| Franklin High Income R6 |
FHRRX
|
Patricia O'Connor (2020) | 4 | 11.2 | 5.8 |
| Franklin International Core Equity Adv |
FCENX
|
Sundaram Chettiappan (2019) | 3 | 0.8 | 0.5 |
| Franklin International Core Equity Adv |
FCENX
|
Christopher Floyd (2024) | 3 | 0.8 | 0.5 |
| Franklin International Equity A |
LMEAX
|
Sundaram Chettiappan (2023) | 3 | 13.2 | 4.7 |
| Franklin International Equity C |
LMGEX
|
Sundaram Chettiappan (2023) | 3 | 13.2 | 4.7 |
| Franklin International Equity FI |
LGFEX
|
Sundaram Chettiappan (2023) | 3 | 13.2 | 4.7 |
| Franklin International Equity I |
LGIEX
|
Sundaram Chettiappan (2023) | 3 | 13.2 | 4.7 |
| Franklin International Equity IS |
LIESX
|
Sundaram Chettiappan (2023) | 3 | 13.2 | 4.7 |
| Franklin International Equity R |
LMIRX
|
Sundaram Chettiappan (2023) | 3 | 13.2 | 4.7 |
| Franklin Intl Growth A |
FNGAX
|
Donald Huber (2014) | 2 | 4.6 | 2.8 |
| Franklin Intl Growth Adv |
FNGZX
|
Donald Huber (2014) | 2 | 4.6 | 2.8 |
| Franklin Intl Growth C |
FNGDX
|
Donald Huber (2014) | 2 | 4.6 | 2.8 |
| Franklin Intl Growth R |
FNGRX
|
Donald Huber (2014) | 2 | 4.6 | 2.8 |
| Franklin Intl Growth R6 |
FILRX
|
Donald Huber (2014) | 2 | 4.6 | 2.8 |
| Franklin Louisiana Tax Free Income A |
FQLAX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income A1 |
FKLAX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income Adv |
FLTZX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income C |
FLAIX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin Louisiana Tax Free Income R6 |
FLAQX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin MA Tax-Free Income A |
FMAQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income A1 |
FMISX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income Adv |
FMAHX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income C |
FMAIX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MA Tax-Free Income R6 |
FKTMX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MD Tax Free Income A |
FQMDX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income A1 |
FMDTX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income Adv |
FMDZX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income C |
FMDIX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin MD Tax Free Income R6 |
FMDQX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin MO Tax Free Income A |
FMQOX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income A1 |
FRMOX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income Adv |
FRMZX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income C |
FMOIX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin MO Tax Free Income R6 |
FMOQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Moderate Allocation A |
FMTIX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation Advisor |
FMTZX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation C |
FTMTX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation R |
FTMRX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Moderate Allocation R6 |
FTMLX
|
Berkeley Belknap (2021) | 3 | 14.5 | 5.3 |
| Franklin Mutual Shares A |
TESIX
|
Christian Correa (2020) | 2 | 5.7 | 3.5 |
| Franklin Mutual Shares C |
TEMTX
|
Christian Correa (2020) | 2 | 5.7 | 3.5 |
| Franklin Mutual Shares R |
TESRX
|
Christian Correa (2020) | 2 | 5.7 | 3.5 |
| Franklin Mutual Shares R6 |
FMSHX
|
Christian Correa (2020) | 2 | 5.7 | 3.5 |
| Franklin Mutual Shares Z |
MUTHX
|
Christian Correa (2020) | 2 | 5.7 | 3.5 |
| Franklin Mutual U.S. Mid Cap Value A |
FRBSX
|
Stephen Shunk (2022) | 3 | 14.0 | 7.3 |
| Franklin Mutual U.S. Mid Cap Value Adv |
FBSAX
|
Stephen Shunk (2022) | 3 | 14.0 | 7.3 |
| Franklin Mutual U.S. Mid Cap Value C |
FCBSX
|
Stephen Shunk (2022) | 3 | 14.0 | 7.3 |
| Franklin Mutual U.S. Mid Cap Value R |
FBSRX
|
Stephen Shunk (2022) | 3 | 14.0 | 7.3 |
| Franklin Mutual U.S. Mid Cap Value R6 |
FBSIX
|
Stephen Shunk (2022) | 3 | 14.0 | 7.3 |
| Franklin NC Tax-Free Income A |
FQNCX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income A1 |
FXNCX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income Adv |
FNCZX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income C |
FNCIX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin NC Tax-Free Income R6 |
FNCQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin OR Tax Free Income A |
FOFQX
|
John Wiley (1991) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income A1 |
FRORX
|
John Wiley (1991) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income Adv |
FOFZX
|
John Wiley (1991) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income C |
FORIX
|
John Wiley (1991) | 4 | 25.5 | 9.2 |
| Franklin OR Tax Free Income R6 |
FOFRX
|
John Wiley (1991) | 4 | 25.5 | 9.2 |
| Franklin PA Tax-Free Income A |
FPAQX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income A1 |
FRPAX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income Adv |
FPFZX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income C |
FRPTX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin PA Tax-Free Income R6 |
FRPRX
|
John Wiley (2020) | 4 | 5.7 | 4.2 |
| Franklin Templeton SMACS: Series CH Adv |
FQCHX
|
John Wiley (2019) | 4 | 7.1 | 4.6 |
| Franklin U.S. Core Equity Advisor |
FCEUX
|
Sundaram Chettiappan (2019) | 3 | 0.8 | 0.5 |
| Franklin U.S. Core Equity Advisor |
FCEUX
|
Christopher Floyd (2024) | 3 | 0.8 | 0.5 |
| Franklin U.S. Large Cap Equity FI |
LMUSX
|
Sundaram Chettiappan (2023) | 3 | 4.3 | 1.7 |
| Franklin U.S. Large Cap Equity I |
LMTIX
|
Sundaram Chettiappan (2023) | 3 | 4.3 | 1.7 |
| Franklin U.S. Large Cap Equity IS |
LMISX
|
Sundaram Chettiappan (2023) | 3 | 4.3 | 1.7 |
| Franklin U.S. Small Cap Equity A |
LMBAX
|
Sundaram Chettiappan (2023) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity C |
LMBCX
|
Sundaram Chettiappan (2023) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity FI |
LGSCX
|
Sundaram Chettiappan (2023) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity I |
LMSIX
|
Sundaram Chettiappan (2023) | 3 | 5.2 | 2.0 |
| Franklin U.S. Small Cap Equity IS |
LMBMX
|
Sundaram Chettiappan (2023) | 3 | 5.2 | 2.0 |
| Franklin VA Tax Free Income A |
FVAQX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income A1 |
FRVAX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income Adv |
FRVZX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income C |
FVAIX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Franklin VA Tax Free Income R6 |
FRVRX
|
John Wiley (2020) | 4 | 16.4 | 6.9 |
| Goldman Sachs Enhanced Div Gbl Eq A |
GADGX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Goldman Sachs Enhanced Div Gbl Eq Instl |
GIDGX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Goldman Sachs Enhanced Div Gbl Eq R6 |
GRGDX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Goldman Sachs Enhanced Div Glbl Eq P |
GAFPX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq A |
TAGGX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq Instl |
TIGGX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq P |
GSKPX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Goldman Sachs Tax-Advntgd Gbl Eq R6 |
TRGGX
|
David Hale (2022) | 4 | 11.5 | 5.6 |
| Guggenheim Ultra Short Income ETF |
GCSH
|
Adam Bloch (2025) | 4 | 12.3 | 9.3 |
| Guggenheim Ultra Short Income ETF |
GCSH
|
Steven Brown (2025) | 4 | 12.3 | 9.3 |
| Guggenheim Ultra Short Income ETF |
GCSH
|
Kris Dorr (2025) | 4 | 12.3 | 9.3 |
| Guggenheim Ultra Short Income ETF |
GCSH
|
Evan Serdensky (2025) | 4 | 12.3 | 9.3 |
| Guggenheim Ultra Short Income ETF |
GCSH
|
Anne Walsh (2025) | 4 | 12.3 | 9.3 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
Timothy Hutfilz (2025) | 14 | 6.4 | 3.2 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
Marcus Perl (2021) | 14 | 6.4 | 3.2 |
| GuideStone Funds Defensv Mkt Strats Inst |
GDMYX
|
James Reber (2022) | 14 | 6.4 | 3.2 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
Timothy Hutfilz (2025) | 14 | 6.4 | 3.2 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
Marcus Perl (2021) | 14 | 6.4 | 3.2 |
| GuideStone Funds Defensv Mkt Strats Inv |
GDMZX
|
James Reber (2022) | 14 | 6.4 | 3.2 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Gordon Brown (2014) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Michael Buchanan (2009) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Matthew Eagan (2008) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Ian Edmonds (2006) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Instl |
GGBEX
|
Annabel Rudebeck (2017) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Gordon Brown (2014) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Michael Buchanan (2009) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Matthew Eagan (2008) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Ian Edmonds (2006) | 13 | 10.1 | 4.1 |
| GuideStone Funds Global Bond Investor |
GGBFX
|
Annabel Rudebeck (2017) | 13 | 10.1 | 4.1 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Christopher Adams (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Michael Morris (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Donald Padilla (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
David Reidinger (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Instl |
GSCYX
|
Christina Van Het Hoen (2024) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Christopher Adams (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Michael Morris (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Donald Padilla (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
David Reidinger (2018) | 16 | 23.9 | 4.4 |
| GuideStone Funds Small Cap Equity Inv |
GSCZX
|
Christina Van Het Hoen (2024) | 16 | 23.9 | 4.4 |
| GuideStone Funds Value Equity Instl |
GVEYX
|
Michael Liss (2019) | 11 | 13.7 | 5.3 |
| GuideStone Funds Value Equity Investor |
GVEZX
|
Michael Liss (2019) | 11 | 13.7 | 5.3 |
| Hartford Inflation Plus A |
HIPAX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Inflation Plus C |
HIPCX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Inflation Plus F |
HIPFX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Inflation Plus I |
HIPIX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Inflation Plus R3 |
HIPRX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Inflation Plus R4 |
HIPSX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Inflation Plus R5 |
HIPTX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Inflation Plus Y |
HIPYX
|
Joseph Marvan (2015) | 2 | 5.3 | 4.8 |
| Hartford Strategic Income A |
HSNAX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income C |
HSNCX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income F |
HSNFX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income I |
HSNIX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income R3 |
HSNRX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income R4 |
HSNSX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income R5 |
HSNTX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income R6 |
HSNVX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Strategic Income Y |
HSNYX
|
Joseph Marvan (2012) | 2 | 14.3 | 12.3 |
| Hartford Total Return Bond A |
ITBAX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond C |
HABCX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond F |
ITBFX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond HLS IA |
HIABX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.1 |
| Hartford Total Return Bond HLS IB |
HBNBX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.1 |
| Hartford Total Return Bond I |
ITBIX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond R3 |
ITBRX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond R4 |
ITBUX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond R5 |
ITBTX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond R6 |
ITBVX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Hartford Total Return Bond Y |
HABYX
|
Joseph Marvan (2012) | 4 | 14.3 | 7.2 |
| Homestead International Equity |
HISIX
|
Patrick Todd (2017) | 4 | 10.5 | 5.9 |
| Impax Global Women’s Leadership Instl |
PXWIX
|
Christine Cappabianca (2021) | 2 | 12.1 | 6.1 |
| Impax Global Women’s Leadership Investor |
PXWEX
|
Christine Cappabianca (2021) | 2 | 12.1 | 6.1 |
| Impax International Sust Econ Instl |
PXNIX
|
Christine Cappabianca (2021) | 2 | 11.4 | 5.8 |
| Impax International Sust Econ Inv |
PXINX
|
Christine Cappabianca (2021) | 2 | 11.4 | 5.8 |
| Impax US Sustainable Economy A |
PXGAX
|
Christine Cappabianca (2021) | 2 | 5.4 | 2.7 |
| Impax US Sustainable Economy Instl |
PWGIX
|
Christine Cappabianca (2021) | 2 | 5.4 | 2.7 |
| Impax US Sustainable Economy Investor |
PXWGX
|
Christine Cappabianca (2021) | 2 | 5.4 | 2.7 |
| Invesco Balanced-Risk Commodity Strat A |
BRCAX
|
Scott Wolle (2010) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat C |
BRCCX
|
Scott Wolle (2010) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat R |
BRCRX
|
Scott Wolle (2010) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat R5 |
BRCNX
|
Scott Wolle (2010) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat R6 |
IBRFX
|
Scott Wolle (2010) | 4 | 15.6 | 8.2 |
| Invesco Balanced-Risk Commodity Strat Y |
BRCYX
|
Scott Wolle (2010) | 4 | 15.6 | 8.2 |
| Invesco Corporate Bond A |
ACCBX
|
Niklas Nordenfelt (2020) | 4 | 16.4 | 12.4 |
| Invesco Corporate Bond C |
ACCEX
|
Niklas Nordenfelt (2020) | 4 | 16.4 | 12.4 |
| Invesco Corporate Bond R |
ACCZX
|
Niklas Nordenfelt (2020) | 4 | 16.4 | 12.4 |
| Invesco Corporate Bond R5 |
ACCWX
|
Niklas Nordenfelt (2020) | 4 | 16.4 | 12.4 |
| Invesco Corporate Bond R6 |
ICBFX
|
Niklas Nordenfelt (2020) | 4 | 16.4 | 12.4 |
| Invesco Corporate Bond Y |
ACCHX
|
Niklas Nordenfelt (2020) | 4 | 16.4 | 12.4 |
| Invesco Discovery A |
OPOCX
|
Ash Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery C |
ODICX
|
Ash Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery Large Cap A |
OPTFX
|
Ash Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap C |
OTFCX
|
Ash Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap R |
OTCNX
|
Ash Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap R5 |
CPTUX
|
Ash Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap R6 |
OPTIX
|
Ash Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery Large Cap Y |
OTCYX
|
Ash Shah (2020) | 3 | 5.5 | 3.8 |
| Invesco Discovery R |
ODINX
|
Ash Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery R5 |
DIGGX
|
Ash Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery R6 |
ODIIX
|
Ash Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco Discovery Y |
ODIYX
|
Ash Shah (2014) | 3 | 20.1 | 10.9 |
| Invesco High Yield A |
AMHYX
|
Niklas Nordenfelt (2020) | 3 | 5.1 | 1.7 |
| Invesco High Yield A |
AMHYX
|
Philip Susser (2021) | 3 | 5.1 | 1.7 |
| Invesco High Yield C |
AHYCX
|
Niklas Nordenfelt (2020) | 3 | 5.1 | 1.7 |
| Invesco High Yield C |
AHYCX
|
Philip Susser (2021) | 3 | 5.1 | 1.7 |
| Invesco High Yield Investor |
HYINX
|
Niklas Nordenfelt (2020) | 3 | 5.1 | 1.7 |
| Invesco High Yield Investor |
HYINX
|
Philip Susser (2021) | 3 | 5.1 | 1.7 |
| Invesco High Yield R5 |
AHIYX
|
Niklas Nordenfelt (2020) | 3 | 5.1 | 1.7 |
| Invesco High Yield R5 |
AHIYX
|
Philip Susser (2021) | 3 | 5.1 | 1.7 |
| Invesco High Yield R6 |
HYIFX
|
Niklas Nordenfelt (2020) | 3 | 5.1 | 1.7 |
| Invesco High Yield R6 |
HYIFX
|
Philip Susser (2021) | 3 | 5.1 | 1.7 |
| Invesco High Yield Y |
AHHYX
|
Niklas Nordenfelt (2020) | 3 | 5.1 | 1.7 |
| Invesco High Yield Y |
AHHYX
|
Philip Susser (2021) | 3 | 5.1 | 1.7 |
| Invesco SMA High Yield Bond |
SMHYX
|
Niklas Nordenfelt (2023) | 2 | 3.3 | 1.7 |
| Invesco SMA High Yield Bond |
SMHYX
|
Philip Susser (2023) | 2 | 3.3 | 1.7 |
| Invesco Technology A |
ITYAX
|
Ash Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology C |
ITHCX
|
Ash Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology Investor |
FTCHX
|
Ash Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology R |
ITYRX
|
Ash Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology R5 |
FTPIX
|
Ash Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology R6 |
FTPSX
|
Ash Shah (2022) | 2 | 3.6 | 2.0 |
| Invesco Technology Y |
ITYYX
|
Ash Shah (2022) | 2 | 3.6 | 2.0 |
| JHancock Disciplined Value A |
JVLAX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock Disciplined Value C |
JVLCX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock Disciplined Value I |
JVLIX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock Disciplined Value NAV |
JDVNX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock Disciplined Value R2 |
JDVPX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock Disciplined Value R4 |
JDVFX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock Disciplined Value R5 |
JDVVX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock Disciplined Value R6 |
JDVWX
|
Mark Donovan (1997) | 2 | 7.8 | 6.6 |
| JHancock High Yield A |
JHHBX
|
James Gearhart (2022) | 4 | 8.8 | 3.2 |
| JHancock High Yield C |
JHYCX
|
James Gearhart (2022) | 4 | 8.8 | 3.2 |
| JHancock High Yield I |
JYHIX
|
James Gearhart (2022) | 4 | 8.8 | 3.2 |
| JHancock High Yield R6 |
JFHYX
|
James Gearhart (2022) | 4 | 8.8 | 3.2 |
| JPMorgan California Tax Free Bond ETF |
JCAL
|
Rachel Betton (2024) | 3 | 22.0 | 9.0 |
| JPMorgan California Tax Free Bond ETF |
JCAL
|
Josh Brunner (2024) | 3 | 22.0 | 9.0 |
| JPMorgan California Tax Free Bond ETF |
JCAL
|
Michelle Hallam (2004) | 3 | 22.0 | 9.0 |
| JPMorgan New York Tax Free Bond ETF |
JTNY
|
Rachel Betton (2024) | 3 | 2.7 | 2.5 |
| JPMorgan New York Tax Free Bond ETF |
JTNY
|
Josh Brunner (2024) | 3 | 2.7 | 2.5 |
| JPMorgan New York Tax Free Bond ETF |
JTNY
|
Michelle Hallam (2023) | 3 | 2.7 | 2.5 |
| LADS: Core Completion |
LCCDX
|
Harris Trifon (2026) | 6 | 0.3 | 0.3 |
| LADS: Core Plus Completion |
LACPX
|
Harris Trifon (2026) | 6 | 0.3 | 0.3 |
| Lord Abbett Core Fixed Income A |
LCRAX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income C |
LCRCX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income F |
LCRFX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income F3 |
LCROX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income I |
LCRYX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income R2 |
LCRQX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income R3 |
LCRRX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income R4 |
LCRSX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income R5 |
LCRTX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Fixed Income R6 |
LCRVX
|
Harris Trifon (2021) | 6 | 27.5 | 11.4 |
| Lord Abbett Core Plus Bond A |
LAPLX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond C |
LAPCX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond F |
LPLFX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond F3 |
LOPLX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond I |
LAPIX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond R3 |
LAPQX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond R4 |
LAPUX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond R5 |
LAPVX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Core Plus Bond R6 |
LAPWX
|
Harris Trifon (2021) | 7 | 10.6 | 6.4 |
| Lord Abbett Investment Grade Fltng Rt A |
LGRAX
|
Harris Trifon (2023) | 4 | 3.2 | 2.5 |
| Lord Abbett Investment Grade Fltng Rt C |
IGRCX
|
Harris Trifon (2023) | 4 | 3.2 | 2.5 |
| Lord Abbett Investment Grade Fltng Rt F |
LGRFX
|
Harris Trifon (2023) | 4 | 3.2 | 2.5 |
| Lord Abbett Investment Grade Fltng Rt F3 |
IGRNX
|
Harris Trifon (2023) | 4 | 3.2 | 2.5 |
| Lord Abbett Investment Grade Fltng Rt I |
LGRYX
|
Harris Trifon (2023) | 4 | 3.2 | 2.5 |
| Lord Abbett Investment Grade Fltng Rt R5 |
IGRSX
|
Harris Trifon (2023) | 4 | 3.2 | 2.5 |
| Lord Abbett Investment Grade Fltng Rt R6 |
LGRUX
|
Harris Trifon (2023) | 4 | 3.2 | 2.5 |
| Lord Abbett Series Short Duration Inc I |
LLDYXX
|
Harris Trifon (2021) | 7 | 12.2 | 6.9 |
| Lord Abbett Short Duration Income A |
LALDX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income C |
LDLAX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income F |
LDLFX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income F3 |
LOLDX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income I |
LLDYX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income R2 |
LDLQX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income R3 |
LDLRX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income R4 |
LDLKX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income R5 |
LDLTX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Short Duration Income R6 |
LDLVX
|
Harris Trifon (2021) | 7 | 27.5 | 9.7 |
| Lord Abbett Total Return A |
LTRAX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return C |
LTRCX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return F |
LTRFX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return F3 |
LTROX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return I |
LTRYX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return P |
LTRPX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return R2 |
LTRQX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return R3 |
LTRRX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return R4 |
LTRKX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return R5 |
LTRTX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| Lord Abbett Total Return R6 |
LTRHX
|
Harris Trifon (2021) | 7 | 25.9 | 9.8 |
| MFS Diversified Income A |
DIFAX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MFS Diversified Income C |
DIFCX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MFS Diversified Income I |
DIFIX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MFS Diversified Income R1 |
DIFDX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MFS Diversified Income R2 |
DIFEX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MFS Diversified Income R3 |
DIFFX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MFS Diversified Income R4 |
DIFGX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MFS Diversified Income R6 |
DIFHX
|
Geoffrey Schechter (2006) | 10 | 20.1 | 9.5 |
| MassMutual Overseas A |
MOSAX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas A |
MOSAX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Adm |
MOSLX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Adm |
MOSLX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Overseas I |
MOSZX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas I |
MOSZX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R3 |
MOSNX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R3 |
MOSNX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R4 |
MOSFX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R4 |
MOSFX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R5 |
MOSSX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas R5 |
MOSSX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Svc |
MOSYX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Svc |
MOSYX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Y |
MMOJX
|
Anthony Coniaris (2025) | 5 | 24.9 | 9.7 |
| MassMutual Overseas Y |
MMOJX
|
Daniel Ling (2009) | 5 | 24.9 | 9.7 |
| MassMutual Small Cap Gr Eq A |
MMGEX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq Adm |
MSGLX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq I |
MSGZX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq R3 |
MSGNX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq R5 |
MSGSX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq Svc |
MSCYX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Gr Eq Y |
MMNJX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| MassMutual Small Cap Growth Eq R4 |
MSERX
|
Ash Shah (2015) | 5 | 24.6 | 10.3 |
| Multi-Manager Intl Eq Strats Instl |
CMIEX
|
Peter Rathjens (2018) | 23 | 8.1 | 4.7 |
| Multi-Manager Value Strategies Inst |
CZMVX
|
Austin Hawley (2016) | 8 | 10.0 | 2.8 |
| Neuberger M/C Intrinsic Val A |
NBRAX
|
Benjamin Nahum (2021) | 5 | 5.2 | 3.6 |
| Neuberger M/C Intrinsic Val C |
NBRCX
|
Benjamin Nahum (2021) | 5 | 5.2 | 3.6 |
| Neuberger M/C Intrinsic Val Inst |
NBRTX
|
Benjamin Nahum (2021) | 5 | 5.2 | 3.6 |
| Neuberger M/C Intrinsic Val Inv |
NBRVX
|
Benjamin Nahum (2021) | 5 | 5.2 | 3.6 |
| Neuberger M/C Intrinsic Val R3 |
NBRRX
|
Benjamin Nahum (2021) | 5 | 5.2 | 3.6 |
| Neuberger M/C Intrinsic Val R6 |
NBMRX
|
Benjamin Nahum (2021) | 5 | 5.2 | 3.6 |
| Neuberger M/C Intrinsic Val Tr |
NBREX
|
Benjamin Nahum (2021) | 5 | 5.2 | 3.6 |
| Nomura Growth and Income A |
FGINX
|
Benjamin Leung (2021) | 2 | 5.4 | 3.6 |
| Nomura Growth and Income Instl |
FGIPX
|
Benjamin Leung (2021) | 2 | 5.4 | 3.6 |
| Nomura Growth and Income R6 |
FGIQX
|
Benjamin Leung (2021) | 2 | 5.4 | 3.6 |
| Nomura Systematic Emerging Markets Eq A |
IPOAX
|
Benjamin Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq C |
IPOCX
|
Benjamin Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq I |
IPOIX
|
Benjamin Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq R |
IYPCX
|
Benjamin Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq R6 |
IMEGX
|
Benjamin Leung (2021) | 2 | 4.6 | 3.2 |
| Nomura Systematic Emerging Markets Eq Y |
IPOYX
|
Benjamin Leung (2021) | 2 | 4.6 | 3.2 |
| Northern Active M Emerging Market Equity |
NMMEX
|
Steve Indiveri (2026) | 4 | 3.1 | 0.9 |
| Northern Active M International Equity |
NMIEX
|
Steve Indiveri (2026) | 4 | 3.1 | 0.9 |
| PACE Large Co Growth Equity A |
PLAAX
|
Daniel Davidowitz (2021) | 12 | 16.5 | 6.2 |
| PACE Large Co Growth Equity A |
PLAAX
|
Damon Ficklin (2024) | 12 | 16.5 | 6.2 |
| PACE Large Co Growth Equity P |
PCLCX
|
Daniel Davidowitz (2021) | 12 | 16.5 | 6.2 |
| PACE Large Co Growth Equity P |
PCLCX
|
Damon Ficklin (2024) | 12 | 16.5 | 6.2 |
| Parnassus Mid Cap Growth Institutional |
PFPRX
|
Robert Klaber (2016) | 2 | 13.2 | 6.6 |
| Parnassus Mid Cap Growth Investor |
PARNX
|
Robert Klaber (2016) | 2 | 13.2 | 6.6 |
| Principal Global Real Estate Sec A |
POSAX
|
Simon Hedger (2007) | 2 | 18.8 | 17.3 |
| Principal Global Real Estate Sec Instl |
POSIX
|
Simon Hedger (2007) | 2 | 18.8 | 17.3 |
| Principal Global Real Estate Sec R3 |
PGRKX
|
Simon Hedger (2007) | 2 | 18.8 | 17.3 |
| Principal Global Real Estate Sec R5 |
PGRUX
|
Simon Hedger (2007) | 2 | 18.8 | 17.3 |
| Principal Global Real Estate Sec R6 |
PGRSX
|
Simon Hedger (2007) | 2 | 18.8 | 17.3 |
| Putnam Dynamic Asset Allocation Bal A |
PABAX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal C |
AABCX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal R |
PAARX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal R5 |
PAADX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal R6 |
PAAEX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Bal Y |
PABYX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv A |
PACAX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv C |
PACCX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv R |
PACRX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv R5 |
PACDX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv R6 |
PCCEX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Cnsrv Y |
PACYX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr A |
PAEAX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr C |
PAECX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr R |
PASRX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr R5 |
PADEX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr R6 |
PAEEX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Dynamic Asset Allocation Gr Y |
PAGYX
|
Jacqueline Kenney (2025) | 4 | 7.3 | 3.4 |
| Putnam Multi-Asset Income A |
PMIAX
|
Jacqueline Kenney (2025) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income C |
PMICX
|
Jacqueline Kenney (2025) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income R |
PMIRX
|
Jacqueline Kenney (2025) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income R5 |
PMILX
|
Jacqueline Kenney (2025) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income R6 |
PMIVX
|
Jacqueline Kenney (2025) | 4 | 6.5 | 3.1 |
| Putnam Multi-Asset Income Y |
PMIYX
|
Jacqueline Kenney (2025) | 4 | 6.5 | 3.1 |
| Putnam Retirement Advantage 2030 A |
PDLTX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 C |
PDLKX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R |
PDKAX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R3 |
PAFOX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R4 |
PAFQX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R5 |
PAFVX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 R6 |
PDIZX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2030 Y |
PDGKX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 A |
PDFLX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 C |
PDAWX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R |
PDAKX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R3 |
PAFWX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R4 |
PAFUX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R5 |
PAFYX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 R6 |
PCDLX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2035 Y |
POWYX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 A |
PCCLX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 C |
PBBZX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R |
PBAOX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R3 |
PAGKX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R4 |
PAGJX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R5 |
PAGOX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 R6 |
PBAMX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2040 Y |
PALZX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 A |
PALGX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 C |
PAFPX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R |
PAFZX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R3 |
PAGQX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R4 |
PAGUX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R5 |
PAGWX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 R6 |
PAFMX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2045 Y |
PAFJX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 A |
PAEZX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 C |
PAENX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R |
PAEQX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R3 |
PAGZX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R4 |
PAHAX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R5 |
PAHDX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 R6 |
PAEKX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2050 Y |
PHPDX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 A |
PADYX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 C |
PACWX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R |
PACSX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R3 |
PAHEX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R4 |
PAHFX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R5 |
PAHGX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 R6 |
PACJX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2055 Y |
PAAWX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 A |
PAAVX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 C |
PAAPX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R |
PAAMX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R3 |
PAHJX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R4 |
PAHKX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R5 |
PAHLX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 R6 |
PAAKX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2060 Y |
PAKJX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage 2065 A |
PCJZX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 C |
PCKBX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R |
PCKFX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R3 |
PCKGX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R4 |
PCKHX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R5 |
PCKIX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 R6 |
PCKJX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2065 Y |
PCKEX
|
Jacqueline Kenney (2025) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage 2070 A |
PAJFX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 C |
PAJHX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R |
PAJIX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R3 |
PAJJX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R4 |
PAJKX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R5 |
PAJLX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 R6 |
PAJMX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage 2070 Y |
PAJNX
|
Jacqueline Kenney (2025) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Maturity A |
POMGX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity C |
PLFGX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R |
PAKYX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R3 |
PAHMX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R4 |
PAHNX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R5 |
PAHOX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity R6 |
PADLX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Maturity Y |
PAETX
|
Jacqueline Kenney (2025) | 5 | 6.5 | 2.9 |
| Putnam Retirement Advantage Plus 2030 A |
PRRQX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R3 |
PADOX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R4 |
PADNX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R5 |
PADRX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 R6 |
PREZX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2030 Y |
PRRTX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 A |
PRRWX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R3 |
PADUX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R4 |
PADSX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R5 |
PADVX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 R6 |
PREGX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2035 Y |
PRRYX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 A |
PRRZX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R3 |
PAAUX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R4 |
PAAYX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R5 |
PABTX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 R6 |
PREHX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2040 Y |
PRZZX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus 2045 A |
PRVLX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R3 |
PACGX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R4 |
PACFX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R5 |
PACHX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 R6 |
PREKX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2045 Y |
PRVYX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 A |
PRRJX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R |
PRRKX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R3 |
PADWX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R4 |
PAEHX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R5 |
PAEJX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 R6 |
PREUX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2050 Y |
PRRUX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 A |
PRRFX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R |
PRRVX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R3 |
PAEOX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R4 |
PAEPX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R5 |
PAESX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 R6 |
PREVX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2055 Y |
PRTLX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 A |
PRTFX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R |
PRTRX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R3 |
PAEVX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R4 |
PAEUX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R5 |
PAEWX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 R6 |
PEFGX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2060 Y |
PRTYX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 3.0 |
| Putnam Retirement Advantage Plus 2065 A |
PCJQX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 C |
PCJRX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R |
PCJUX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R3 |
PCJVX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R4 |
PCJWX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R5 |
PCJIX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 R6 |
PCJYX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2065 Y |
PCJSX
|
Jacqueline Kenney (2026) | 5 | 5.5 | 2.7 |
| Putnam Retirement Advantage Plus 2070 A |
PAJOX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 C |
PAJPX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R |
PAJSX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R3 |
PAJTX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R4 |
PAJUX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R5 |
PAJVX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 R6 |
PAJWX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus 2070 Y |
PAJYX
|
Jacqueline Kenney (2026) | 5 | 0.9 | 0.7 |
| Putnam Retirement Advantage Plus Mat A |
PRMAX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat C |
PRMCX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R |
PRMKX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R3 |
PACKX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R4 |
PACPX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R5 |
PACQX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat R6 |
PREWX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| Putnam Retirement Advantage Plus Mat Y |
PRMYX
|
Jacqueline Kenney (2026) | 5 | 7.3 | 2.9 |
| SEI Dynamic Asset Allocation A (SIIT) |
SDLAX
|
James Smigiel (2012) | 6 | 8.5 | 3.4 |
| SEI Dynamic Asset Allocation A (SIIT) |
SDLAX
|
James Solloway (2012) | 6 | 8.5 | 3.4 |
| SEI Dynamic Asset Allocation F (SIMT) |
SDYAX
|
James Smigiel (2015) | 6 | 10.5 | 6.0 |
| SEI Dynamic Asset Allocation F (SIMT) |
SDYAX
|
James Solloway (2015) | 6 | 10.5 | 6.0 |
| SEI Dynamic Asset Allocation Y (SIMT) |
SDYYX
|
James Smigiel (2015) | 6 | 10.5 | 6.0 |
| SEI Dynamic Asset Allocation Y (SIMT) |
SDYYX
|
James Solloway (2015) | 6 | 10.5 | 6.0 |
| T. Rowe Price All-Cap Opportunities Fund |
PRWAX
|
Justin White (2016) | 1 | 0.3 | 0.3 |
| T. Rowe Price All-Cap Opportunities-Adv |
PAWAX
|
Justin White (2016) | 1 | 0.3 | 0.3 |
| T. Rowe Price All-Cap Opportunities-I |
PNAIX
|
Justin White (2016) | 1 | 0.3 | 0.3 |
| T. Rowe Price All-Cap Opportunities-Z |
PNZAX
|
Justin White (2016) | 1 | 0.3 | 0.3 |
| T. Rowe Price Health Sciences |
PRHSX
|
Ziad Bakri (2016) | 1 | 0.3 | 0.3 |
| T. Rowe Price Health Sciences I |
THISX
|
Ziad Bakri (2016) | 1 | 0.3 | 0.3 |
| T. Rowe Price New Asia |
PRASX
|
Anh Lu (2014) | 1 | 0.3 | 0.3 |
| T. Rowe Price New Asia I |
PNSIX
|
Anh Lu (2014) | 1 | 0.3 | 0.3 |
| T. Rowe Price New Asia Z |
TRZNX
|
Anh Lu (2014) | 1 | 0.3 | 0.3 |
| TCW Relative Value Mid Cap I |
TGVOX
|
Mona Eraiba (2020) | 2 | 1.7 | 1.1 |
| TCW Relative Value Mid Cap N |
TGVNX
|
Mona Eraiba (2020) | 2 | 1.7 | 1.1 |
| Thrivent International Large Cap ETF |
TILC
|
Brian Bomgren (2017) | 3 | 8.6 | 4.4 |
| Thrivent International Large Cap ETF |
TILC
|
Shu Guo (2024) | 3 | 8.6 | 4.4 |
| Thrivent International Large Cap ETF |
TILC
|
Noah Monsen (2017) | 3 | 8.6 | 4.4 |
| Thrivent International Large Cap ETF |
TILC
|
Jing Wang (2024) | 3 | 8.6 | 4.4 |
| Transam Strategic Income R6 |
TUNRX
|
Gunter Seeger (2019) | 5 | 11.6 | 11.2 |
| Transamerica Inflation Opps A |
TIOAX
|
Gunter Seeger (2018) | 2 | 8.0 | 8.0 |
| Transamerica Inflation Opps C |
TIOCX
|
Gunter Seeger (2018) | 2 | 8.0 | 8.0 |
| Transamerica Inflation Opps I |
ITIOX
|
Gunter Seeger (2018) | 2 | 8.0 | 8.0 |
| Transamerica Inflation Opps I3 |
TIOBX
|
Gunter Seeger (2018) | 2 | 8.0 | 8.0 |
| Transamerica Inflation Opps R |
TIODX
|
Gunter Seeger (2018) | 2 | 8.0 | 8.0 |
| Transamerica Inflation Opps R4 |
TIOEX
|
Gunter Seeger (2018) | 2 | 8.0 | 8.0 |
| Transamerica Inflation Opps R6 |
RTIOX
|
Gunter Seeger (2018) | 2 | 8.0 | 8.0 |
| Transamerica Strategic Income A |
TUNAX
|
Gunter Seeger (2019) | 5 | 11.6 | 11.2 |
| Transamerica Strategic Income I |
TUNIX
|
Gunter Seeger (2019) | 5 | 11.6 | 11.2 |
| UBS Multi Income Bond A |
UTBAX
|
Patrick Matijevich (2025) | 2 | 8.2 | 6.1 |
| UBS Multi Income Bond P |
UTBPX
|
Patrick Matijevich (2025) | 2 | 8.2 | 6.1 |
| UBS Multi Income Bond P2 |
UTBTX
|
Patrick Matijevich (2025) | 2 | 8.2 | 6.1 |
| VALIC Company I Global Strategy |
VGLSX
|
Berkeley Belknap (2021) | 12 | 4.6 | 2.8 |
| VALIC Company I Global Strategy |
VGLSX
|
Sundaram Chettiappan (2020) | 12 | 4.6 | 2.8 |
| Vanguard Dividend Appreciation Index Adm |
VDADX
|
Gerard O’Reilly (2016) | 2 | 1.4 | 1.4 |
| Vanguard FTSE Social Index Admiral |
VFTAX
|
Gerard O’Reilly (2015) | 2 | 1.4 | 1.4 |
| Vanguard FTSE Social Index I |
VFTNX
|
Gerard O’Reilly (2015) | 2 | 1.4 | 1.4 |
| Vanguard Growth Index Admiral |
VIGAX
|
Gerard O’Reilly (1994) | 2 | 1.4 | 1.4 |
| Vanguard Growth Index Institutional |
VIGIX
|
Gerard O’Reilly (1994) | 2 | 1.4 | 1.4 |
| Vanguard Growth Index Investor |
VIGRX
|
Gerard O’Reilly (1994) | 2 | 1.4 | 1.4 |
| Vanguard High Dividend Yield Index Adm |
VHYAX
|
Gerard O’Reilly (2016) | 2 | 1.4 | 1.4 |
| Vanguard Mega Cap Growth Index Instl |
VMGAX
|
Gerard O’Reilly (2015) | 2 | 1.4 | 1.4 |
| Vanguard Mega Cap Index Institutional |
VMCTX
|
Gerard O’Reilly (2015) | 2 | 1.4 | 1.4 |
| Vanguard Mega Cap Value Index Instl |
VMVLX
|
Gerard O’Reilly (2015) | 2 | 1.4 | 1.4 |
| Vanguard Real Estate II Index |
VRTPX
|
Gerard O’Reilly (2017) | 2 | 1.4 | 1.4 |
| Vanguard Real Estate Index Admiral |
VGSLX
|
Gerard O’Reilly (1996) | 2 | 1.4 | 1.4 |
| Vanguard Real Estate Index Institutional |
VGSNX
|
Gerard O’Reilly (1996) | 2 | 1.4 | 1.4 |
| Vanguard Real Estate Index Investor |
VGSIX
|
Gerard O’Reilly (1996) | 2 | 1.4 | 1.4 |
| Vanguard Small Cap Growth Index Admiral |
VSGAX
|
Gerard O’Reilly (2004) | 2 | 1.4 | 1.4 |
| Vanguard Small Cap Growth Index I |
VSGIX
|
Gerard O’Reilly (2004) | 2 | 1.4 | 1.4 |
| Vanguard Small Cap Growth Index Inv |
VISGX
|
Gerard O’Reilly (2004) | 2 | 1.4 | 1.4 |
| Vanguard Small Cap Index Admiral Shares |
VSMAX
|
Gerard O’Reilly (2016) | 2 | 3.3 | 2.4 |
| Vanguard Small Cap Index I |
VSCIX
|
Gerard O’Reilly (2016) | 2 | 3.3 | 2.4 |
| Vanguard Small Cap Index InstlPlus |
VSCPX
|
Gerard O’Reilly (2016) | 2 | 3.3 | 2.4 |
| Vanguard Small Cap Index Inv |
NAESX
|
Gerard O’Reilly (2016) | 2 | 3.3 | 2.4 |
| Vanguard Small Cap Value Index Admiral |
VSIAX
|
Gerard O’Reilly (2016) | 2 | 1.4 | 1.4 |
| Vanguard Small Cap Value Index I |
VSIIX
|
Gerard O’Reilly (2016) | 2 | 1.4 | 1.4 |
| Vanguard Small Cap Value Index Inv |
VISVX
|
Gerard O’Reilly (2016) | 2 | 1.4 | 1.4 |
| Vanguard Value Index Adm |
VVIAX
|
Gerard O’Reilly (1994) | 2 | 1.4 | 1.4 |
| Vanguard Value Index I |
VIVIX
|
Gerard O’Reilly (1994) | 2 | 1.4 | 1.4 |
| Vanguard Value Index Inv |
VIVAX
|
Gerard O’Reilly (1994) | 2 | 1.4 | 1.4 |
| Virtus KAR Developing Markets A |
VDMAX
|
Craig Thrasher (2021) | 3 | 5.0 | 2.0 |
| Virtus KAR Developing Markets I |
VIDMX
|
Craig Thrasher (2021) | 3 | 5.0 | 2.0 |
| Virtus KAR Developing Markets R6 |
VDMRX
|
Craig Thrasher (2021) | 3 | 5.0 | 2.0 |
| Virtus KAR Emerging Markets Small-Cap A |
VAESX
|
Craig Thrasher (2013) | 2 | 9.2 | 4.8 |
| Virtus KAR Emerging Markets Small-Cap C |
VCESX
|
Craig Thrasher (2013) | 2 | 9.2 | 4.8 |
| Virtus KAR Emerging Markets Small-Cap I |
VIESX
|
Craig Thrasher (2013) | 2 | 9.2 | 4.8 |
| Virtus KAR Emerging Markets Small-Cap R6 |
VRESX
|
Craig Thrasher (2013) | 2 | 9.2 | 4.8 |
| Virtus KAR Global Small-Cap A |
RGSAX
|
Craig Thrasher (2022) | 2 | 3.9 | 2.2 |
| Virtus KAR Global Small-Cap Inst |
DGSCX
|
Craig Thrasher (2022) | 2 | 3.9 | 2.2 |
| Virtus KAR International Small-Mid Cap A |
VISAX
|
Craig Thrasher (2012) | 2 | 7.5 | 4.0 |
| Virtus KAR International Small-Mid Cap C |
VCISX
|
Craig Thrasher (2012) | 2 | 7.5 | 4.0 |
| Virtus KAR International Small-Mid Cap I |
VIISX
|
Craig Thrasher (2012) | 2 | 7.5 | 4.0 |
| Virtus KAR International Small-Mid CapR6 |
VRISX
|
Craig Thrasher (2012) | 2 | 7.5 | 4.0 |
| Voya MI Dynamic SMID Cap A |
VYMQX
|
Sanne de Boer (2025) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap C |
VYMRX
|
Sanne de Boer (2025) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap I |
VYMSX
|
Sanne de Boer (2025) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap R |
VYMVX
|
Sanne de Boer (2025) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap R6 |
VYMBX
|
Sanne de Boer (2025) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic SMID Cap W |
VYMYX
|
Sanne de Boer (2025) | 3 | 0.9 | 0.6 |
| Voya MI Dynamic Small Cap A |
VYSYX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap C |
VYSZX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap I |
VYSAX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap R |
VYSDX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap R6 |
VYSEX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya MI Dynamic Small Cap W |
VYSGX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya Multi-Manager International Eq I |
IIGIX
|
Sanne de Boer (2025) | 11 | 9.4 | 2.5 |
| Voya Small Company Port A |
IASCX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya Small Company Port I |
IVCSX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya Small Company Port R6 |
VSPRX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
| Voya Small Company Port S |
IVPSX
|
Sanne de Boer (2025) | 3 | 4.0 | 1.6 |
(Data as of 6/30/2026)
| FUND NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE |
AVERAGE TENURE |
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