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U.S. Equity ETFs Int'l Equity ETFs Sector Equity ETFs Fixed-Income ETFs

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Invesco S&P 500® Momentum ETF	SPMO	17.4% A	1.81	1.68 F	0.13% A	Large Blend
iShares MSCI USA Value Factor ETF	VLUE	16.5% A	1.60	1.61 F	0.15% A	Large Value
Putnam Focused Large Cap Value ETF	PVAL	16.2% A	0.93	0.93 C	0.55% C	Large Value
iShares MSCI USA Quality GARP ETF	GARP	15.6% A	1.56	1.02 D	0.15% A	Large Growth
Fidelity Fundamental Large Cap Core ETF	FFLC	15.6% A	1.08	1.01 D	0.38% B	Large Blend

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BOTTOM ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
ARK Innovation ETF	ARKK	(7.6%) F	3.33	1.90 F	0.75% D	Mid-Cap Growth
CapForce IBD® 50 ETF	FFTY	(7.3%) F	2.41	1.37 F	0.80% D	Mid-Cap Growth
Renaissance IPO ETF	IPO	(7%) F	2.30	1.31 F	0.60% C	Mid-Cap Growth
Invesco S&P SmallCap Hi Div Low Vol ETF	XSHD	(4.3%) F	1.41	0.95 C	0.30% B	Small Value
ALPS O'Shares Glbl Internet Gnts ETF	OGIG	(3.6%) F	1.91	1.25 F	0.48% C	Large Growth

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(Data as of 10/31/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Global X MSCI Greece ETF	GREK	27.5% A	1.56	0.24 A	0.56% C	Focused Region
iShares MSCI Peru ETF	EPU	27.1% A	1.92	0.30 A	0.59% C	Focused Region
WisdomTree Japan Hedged Equity ETF	DXJ	26.6% A	1.16	1.00 C	0.48% C	Japan Stock
WisdomTree Japan Opportunities ETF	OPPJ	24.0% A	1.15	0.99 C	0.58% C	Japan Stock
Franklin FTSE Japan Hedged ETF	FLJH	21.1% A	1.14	0.98 C	0.09% A	Japan Stock

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BOTTOM ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Franklin FTSE Russia ETF	FLRU	(80.3%) F	0.00	0.00 A	0.19% A	Focused Region
VanEck Russia ETF	RSX	(44.9%) F	10.38	1.60 F	0.83% D	Focused Region
VanEck Russia Small-Cap ETF	RSXJ	(23.4%) F	18.39	2.83 F	0.84% D	Focused Region
KraneShares MSCI China Clean Tech ETF	KGRN	(14.6%) F	2.32	1.07 D	0.79% D	Greater China Region
FMQQ The Next Frontier Internet ETF	FMQQ	(14.3%) F	1.47	1.08 D	0.86% D	Diversified Emerging Markets

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(Data as of 10/31/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
VanEck Semiconductor ETF	SMH	31.5% A	2.80	1.29 F	0.35% B	Technology
SonicShares™ Global Shipping ETF	BOAT	27.3% A	1.93	1.15 F	0.69% D	Industrials
Invesco PHLX Semiconductor ETF	SOXQ	26.4% A	3.12	1.44 F	0.19% A	Technology
First Trust Nasdaq Semiconductor ETF	FTXL	25.4% A	3.40	1.57 F	0.60% C	Technology
iShares Semiconductor ETF	SOXX	25.4% A	3.25	1.50 F	0.33% B	Technology

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BOTTOM ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
AdvisorShares Pure US Cannabis ETF	MSOS	(32.1%) F	6.96	2.37 F	0.78% D	Miscellaneous Sector
Amplify Alternative Harvest ETF	MJ	(30.6%) F	5.31	1.80 F	0.75% D	Miscellaneous Sector
Amplify Seymour Cannabis ETF	CNBS	(30.5%) F	6.20	2.11 F	0.76% D	Miscellaneous Sector
AdvisorShares Pure Cannabis ETF	YOLO	(28.8%) F	4.68	1.59 F	0.51% C	Miscellaneous Sector
AdvisorShares Psychedelics ETF	PSIL	(23.6%) D	3.73	1.27 F	1.00% F	Miscellaneous Sector

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(Data as of 10/31/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
FolioBeyond Alt Inc and Int Rt Hdg ETF	RISR	14.9% A	0.54	1.18 F	1.04% F	Nontraditional Bond
iShares Interest Rate Hdg Hi Yld Bd ETF	HYGH	6.7% A	0.26	0.71 A	0.52% C	High Yield Bond
ProShares High Yield—Interest Rate Hdgd	HYHG	6.6% A	0.27	0.60 A	0.50% C	Nontraditional Bond
Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF	FLRT	6.0% A	0.17	1.00 C	0.60% C	Bank Loan
WisdomTree Interest Rt Hdg Hi Yld Bd ETF	HYZD	6.0% A	0.26	0.57 A	0.43% B	Nontraditional Bond

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BOTTOM ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
PIMCO 25+ Year Zero Coupon US Trs ETF	ZROZ	(14.2%) F	1.77	1.74 F	0.15% A	Long Government
iShares 25+ Year Treasury STRIPS Bd ETF	GOVZ	(14.1%) F	1.77	1.74 F	0.10% A	Long Government
Vanguard Extended Duration Trs ETF	EDV	(12.3%) F	1.63	1.60 F	0.05% A	Long Government
Simplify Intmdt Term Trs Futs Stgy ETF	TYA	(10.7%) D	1.43	1.41 F	0.38% B	Long Government
iShares 20+ Year Treasury Bond ETF	TLT	(7.9%) D	1.10	1.08 D	0.15% A	Long Government

See Bottom 100 ETFs

(Data as of 10/31/2026)

U.S. Equity Funds Int'l Equity Funds Sector Equity Funds Fixed-Income Funds

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
True Rock Fund	TRUEX	20.4% A	3.31	2.28 F	1.50% F	Large Growth
Auer Growth	AUERX	18.6% A	1.38	0.95 B	2.05% F	Small Value
Nomura Growth and Income R6	FGIQX	18.0% A	1.01	1.03 D	0.69% B	Large Value
Nomura Growth and Income Instl	FGIPX	18.0% A	1.01	1.03 D	0.77% C	Large Value
Nomura Growth and Income A	FGINX	17.7% A	1.01	1.03 D	1.02% D	Large Value

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BOTTOM FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Jacob Innovation Investor	JSCGX	(8.6%) F	2.44	1.51 F	3.22% F	Small Growth
Morgan Stanley Inst Inception C	MSCOX	(8.5%) F	2.47	1.52 F	2.10% F	Small Growth
Alger Weatherbie Specialized Growth C	ALMCX	(8.3%) F	1.85	1.14 F	2.08% F	Small Growth
Morgan Stanley Inst Discovery C	MSMFX	(8.1%) F	2.27	1.49 F	1.78% F	Mid-Cap Growth
Morgan Stanley Inst Inception A	MSSMX	(7.7%) F	2.47	1.52 F	1.35% D	Small Growth

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(Data as of 10/31/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Nomura Emerging Markets R6	DEMZX	23.1% A	3.41	2.43 F	1.06% D	Diversified Emerging Markets
Nomura Emerging Markets Instl	DEMIX	22.9% A	3.41	2.43 F	1.15% D	Diversified Emerging Markets
Nomura Emerging Markets A	DEMAX	22.6% A	3.41	2.43 F	1.40% F	Diversified Emerging Markets
Nomura Emerging Markets R	DEMRX	22.3% A	3.40	2.43 F	1.65% F	Diversified Emerging Markets
Nomura Emerging Markets C	DEMCX	21.7% A	3.40	2.42 F	2.15% F	Diversified Emerging Markets

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BOTTOM FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
WCM China Quality Growth Investor	WCQGX	(12%) F	2.28	1.22 F	1.52% F	Greater China Region
Columbia Greater China A	NGCAX	(10.4%) F	1.76	0.94 B	1.49% F	Greater China Region
Columbia Greater China Inst	LNGZX	(10.2%) F	1.76	0.94 B	1.24% D	Greater China Region
Morgan Stanley Global Endurance C	MSJCX	(10.1%) F	1.59	1.20 F	2.10% F	Global Small/Mid Stock
Morgan Stanley Global Endurance A	MSJAX	(9.4%) F	1.59	1.20 F	1.35% D	Global Small/Mid Stock

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(Data as of 10/31/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Fidelity Advisor Semiconductors Z	FIKGX	31.4% A	2.90	1.38 F	0.54% B	Technology
Fidelity Advisor Semiconductors I	FELIX	31.2% A	2.90	1.38 F	0.66% B	Technology
Fidelity Select Semiconductors	FSELX	31.0% A	2.91	1.39 F	0.60% B	Technology
Fidelity Advisor Semiconductors A	FELAX	30.9% A	2.90	1.38 F	0.91% C	Technology
Fidelity Advisor Semiconductors M	FELTX	30.6% A	2.90	1.38 F	1.16% D	Technology

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BOTTOM FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Firsthand Technology Opportunities	TEFQX	(20.6%) F	2.68	1.28 F	1.85% F	Technology
Jacob Internet Inv	JAMFX	(13.5%) F	2.52	1.20 F	2.38% F	Technology
Emerald Bkg & Finac Evolution - C	HSSCX	(11.1%) F	1.97	1.31 F	2.46% F	Financial
Emerald Bkg & Finac Evolution - Inv	FFBFX	(10.6%) F	1.97	1.31 F	1.78% F	Financial
Emerald Bkg & Finac Evolution - A	HSSAX	(10.5%) F	1.97	1.31 F	1.84% F	Financial

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(Data as of 10/31/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Eaton Vance Glbl Macro Abs Ret Advtg A	EGRAX	9.2% A	0.37	1.23 F	2.47% F	Nontraditional Bond
Eaton Vance Glbl Macro Abs Ret Advtg R	EGRRX	8.9% A	0.37	1.22 F	2.72% F	Nontraditional Bond
BlackRock Allc Trgt IntrR Hedge	BATPX	8.9% A	0.56	1.31 F	0.14% A	Miscellaneous Fixed Income
Eaton Vance Emerging Markets Dbt Opps A	EADOX	8.7% A	0.37	0.73 A	1.06% D	Emerging Markets Bond
Eaton Vance Glbl Macro Abs Ret Advtg C	EGRCX	8.4% A	0.37	1.22 F	3.22% F	Nontraditional Bond

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BOTTOM FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
DFA LTIP Institutional	DRXIX	(11.4%) F	1.20	3.06 F	0.12% A	Inflation-Protected Bond
Wasatch-Hoisington US Treasury	WHOSX	(9.2%) F	1.17	1.12 F	0.73% B	Long Government
Fidelity SAI Long-Term Treasury Bd Idx	FBLTX	(7.9%) F	1.10	1.05 D	0.03% A	Long Government
PIMCO Long-Term US Government C	PFGCX	(7.3%) F	1.04	0.99 C	4.83% F	Long Government
Quantified Govt Inc Tact Investor	QGITX	(7.3%) F	0.42	0.40 A	1.81% F	Long Government

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(Data as of 10/31/2026)

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
American Eagle Outfitters, Inc.	AEO	A	A	A	B	A	Consumer Discretionary
AerCap Holdings N.V.	AER	B	A	B	A	A	Industrials
Amphastar Pharmaceuticals, Inc.	AMPH	A	A	A	B	A	Health Care
APA Corporation	APA	A	B	A	B	A	Energy
Ardent Health, Inc.	ARDT	B	B	A	B	A	Health Care

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
Abeona Therapeutics Inc.	ABEO	D	F	F	D	F	Health Care
Aeva Technologies, Inc.	AEVA	F	F	D	D	F	Information Technology
American Superconductor Corporation	AMSC	D	D	D	F	D	Industrials
Arbe Robotics Ltd.	ARBE	F	F	F	D	F	Information Technology
Ardelyx, Inc.	ARDX	D	D	F	D	D	Health Care

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
Accendra Health, Inc.	ACH	NA ▲	D ▲	F ▲	F ▲	B ▲	Health Care
Aligos Therapeutics, Inc.	ALGS	A ▲	NA ▲	F ▲	C ▲	F ▲	Health Care
Ameresco, Inc.	AMRC	C ▲	D ▲	D ▲	B ▲	D ▲	Industrials
A10 Networks, Inc.	ATEN	F ▲	B ▲	A ▲	B ▲	B ▲	Information Technology
Attovia Therapeutics, Inc.	ATTO	F ▲	NA ▲	NA ▲	C ▲	F ▲	Health Care

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
ACRES Commercial Realty Corp.	ACR	C ▼	C ▲	F ▲	F ▲	F ▼	Financials
Ares Commercial Real Estate Corporation	ACRE	C ▼	C ▲	D ▲	F ▼	F ▲	Financials
PowerFleet, Inc.	AIOT	C ▼	D ▲	F ▼	F ▼	B ▲	Information Technology
Alta Equipment Group Inc.	ALTG	B ▲	B ▲	D ▼	F ▼	C ▼	Industrials
Amplify Energy Corp.	AMPY	A ▲	C ▲	F ▲	NA ▼	C ▼	Energy

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