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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	19.7% A	1.71	1.55 F	0.13% A	Large Blend
iShares MSCI USA Quality GARP ETF	GARP	17.6% A	1.50	0.98 C	0.15% A	Large Growth
iShares MSCI USA Value Factor ETF	VLUE	17.0% A	1.62	1.64 F	0.15% A	Large Value
Putnam Focused Large Cap Value ETF	PVAL	16.7% A	0.94	0.95 C	0.55% C	Large Value
Fidelity Fundamental Large Cap Core ETF	FFLC	16.4% A	1.12	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
Invesco WilderHill Clean Energy ETF	PBW	(15.3%) F	3.31	1.90 F	0.64% C	Small Growth
ARK Innovation ETF	ARKK	(6.7%) F	3.38	1.90 F	0.75% D	Mid-Cap Growth
CapForce IBD® 50 ETF	FFTY	(4.7%) F	2.41	1.35 F	0.80% D	Mid-Cap Growth
Renaissance IPO ETF	IPO	(4.3%) F	2.26	1.27 F	0.60% C	Mid-Cap Growth
Invesco S&P SmallCap Hi Div Low Vol ETF	XSHD	(3.3%) F	1.39	0.93 C	0.30% B	Small Value

See Bottom 100 ETFs

(Data as of 8/31/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
iShares MSCI Peru ETF	EPU	33.4% A	1.88	0.29 A	0.59% C	Focused Region
Global X MSCI Greece ETF	GREK	28.1% A	1.61	0.25 A	0.56% C	Focused Region
WisdomTree Japan Hedged Equity ETF	DXJ	28.0% A	1.15	1.02 D	0.48% C	Japan Stock
WisdomTree Japan Opportunities ETF	OPPJ	24.8% A	1.11	0.98 C	0.58% C	Japan Stock
Global X MSCI Argentina ETF	ARGT	22.9% A	2.85	0.44 A	0.59% C	Focused Region

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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	(79.8%) F	0.00	0.00 A	0.19% A	Focused Region
VanEck Russia ETF	RSX	(44%) F	11.09	1.70 F	0.83% D	Focused Region
VanEck Russia Small-Cap ETF	RSXJ	(23.3%) F	18.28	2.80 F	0.84% D	Focused Region
Global X Dorsey Wright Thematic ETF	GXDW	(13.1%) F	2.15	1.33 F	0.50% C	Global Small/Mid Stock
KraneShares MSCI China Clean Tech ETF	KGRN	(12.4%) F	2.32	1.11 D	0.79% D	Greater China Region

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(Data as of 8/31/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
VanEck Semiconductor ETF	SMH	33.5% A	2.72	1.25 F	0.35% B	Technology
Invesco PHLX Semiconductor ETF	SOXQ	28.6% A	3.03	1.40 F	0.19% A	Technology
iShares MSCI Global Gold Miners ETF	RING	28.5% A	3.32	0.95 C	0.39% B	Equity Precious Metals
iShares Semiconductor ETF	SOXX	27.8% A	3.14	1.45 F	0.33% B	Technology
Global X Gold Explorers ETF	GOEX	27.7% A	3.49	1.00 C	0.65% C	Equity Precious Metals

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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	(31.4%) F	7.08	2.26 F	0.78% D	Miscellaneous Sector
Amplify Alternative Harvest ETF	MJ	(30.6%) F	5.33	1.70 F	0.75% D	Miscellaneous Sector
Amplify Seymour Cannabis ETF	CNBS	(30.1%) F	6.23	1.99 F	0.76% D	Miscellaneous Sector
AdvisorShares Pure Cannabis ETF	YOLO	(28.5%) F	4.78	1.53 F	0.51% C	Miscellaneous Sector
Global X Hydrogen ETF	HYDR	(17.3%) F	5.34	1.71 F	0.50% C	Miscellaneous Sector

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(Data as of 8/31/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
ProShares High Yield—Interest Rate Hdgd	HYHG	7.1% A	0.26	0.57 A	0.50% C	Nontraditional Bond
iShares Interest Rate Hdg Hi Yld Bd ETF	HYGH	7.1% A	0.25	0.69 A	0.52% C	High Yield Bond
WisdomTree Interest Rt Hdg Hi Yld Bd ETF	HYZD	6.3% A	0.26	0.57 A	0.43% B	Nontraditional Bond
Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF	FLRT	6.2% A	0.17	1.00 C	0.60% C	Bank Loan
Virtus Seix Senior Loan ETF	SEIX	5.9% A	0.14	0.86 B	0.57% C	Bank Loan

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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	1.81	1.75 F	0.15% A	Long Government
iShares 25+ Year Treasury STRIPS Bd ETF	GOVZ	(14.1%) F	1.81	1.75 F	0.10% A	Long Government
Vanguard Extended Duration Trs ETF	EDV	(12.4%) F	1.67	1.62 F	0.05% A	Long Government
iShares 20+ Year Treasury Bond ETF	TLT	(8%) D	1.13	1.10 D	0.15% A	Long Government
PIMCO 15+ Year US TIPS ETF	LTPZ	(7.2%) F	0.95	2.20 F	0.20% A	Inflation-Protected Bond

See Bottom 100 ETFs

(Data as of 8/31/2026)

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	28.0% A	3.13	2.16 F	1.50% F	Large Growth
Auer Growth	AUERX	22.1% A	1.33	0.90 B	2.05% F	Small Value
Invesco Value Opportunities Y	VVOIX	19.0% A	1.40	1.18 F	0.77% C	Mid-Cap Value
Invesco Value Opportunities A	VVOAX	18.7% A	1.40	1.18 F	1.02% D	Mid-Cap Value
Invesco Value Opportunities R	VVORX	18.4% A	1.40	1.18 F	1.27% D	Mid-Cap Value

See Top 100 Funds

BOTTOM FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Jacob Small Cap Growth Investor	JSCGX	(8%) F	2.57	1.53 F	3.22% F	Small Growth
Morgan Stanley Inst Inception C	MSCOX	(7.9%) F	2.56	1.53 F	2.10% F	Small Growth
Morgan Stanley Inst Inception A	MSSMX	(7.1%) F	2.57	1.53 F	1.35% D	Small Growth
Virtus KAR Small-Cap Growth A	PSGAX	(7%) F	1.54	0.92 B	1.39% F	Small Growth
Virtus KAR Small-Cap Growth R6	VRSGX	(6.7%) F	1.54	0.92 B	1.01% D	Small Growth

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(Data as of 8/31/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Nomura Emerging Markets R6	DEMZX	26.1% A	3.28	2.45 F	1.06% D	Diversified Emerging Mkts
Nomura Emerging Markets Instl	DEMIX	26.0% A	3.28	2.45 F	1.15% D	Diversified Emerging Mkts
Nomura Emerging Markets A	DEMAX	25.7% A	3.28	2.45 F	1.40% F	Diversified Emerging Mkts
Nomura Emerging Markets R	DEMRX	25.3% A	3.27	2.45 F	1.65% F	Diversified Emerging Mkts
Nomura Emerging Markets C	DEMCX	24.7% A	3.27	2.45 F	2.15% F	Diversified Emerging Mkts

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BOTTOM FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Columbia Greater China A	NGCAX	(8.1%) F	1.68	0.95 B	1.49% F	Greater China Region
Columbia Greater China Inst	LNGZX	(7.9%) F	1.68	0.95 B	1.24% D	Greater China Region
Invesco Global Opportunities C	OGICX	(7.3%) F	1.55	1.14 F	1.90% F	Global Small/Mid Stock
WCM China Quality Growth Investor	WCQGX	(7.2%) F	2.08	1.17 F	1.52% F	Greater China Region
Morgan Stanley Global Endurance C	MSJCX	(7.2%) F	1.67	1.22 F	2.10% F	Global Small/Mid Stock

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(Data as of 8/31/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Fidelity Advisor Semiconductors Z	FIKGX	35.0% A	2.87	1.39 F	0.57% B	Technology
Fidelity Advisor Semiconductors I	FELIX	34.8% A	2.87	1.39 F	0.69% B	Technology
Fidelity Select Semiconductors	FSELX	34.6% A	2.88	1.39 F	0.60% B	Technology
Fidelity Advisor Semiconductors A	FELAX	34.5% A	2.87	1.39 F	0.94% C	Technology
Fidelity Advisor Semiconductors M	FELTX	34.1% A	2.87	1.39 F	1.19% 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	(19%) F	2.68	1.30 F	1.85% F	Technology
Jacob Internet Inv	JAMFX	(10.5%) F	2.55	1.23 F	2.38% F	Technology
Emerald Bkg & Finac Evolution - C	HSSCX	(7.5%) F	1.96	1.33 F	2.44% F	Financial
Emerald Bkg & Finac Evolution - Inv	FFBFX	(6.9%) F	1.96	1.33 F	1.89% F	Financial
Emerald Bkg & Finac Evolution - A	HSSAX	(6.9%) F	1.96	1.33 F	1.79% F	Financial

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(Data as of 8/31/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
BlackRock Allc Trgt IntrR Hedge	BATPX	9.0% A	0.57	1.37 F	0.14% A	Miscellaneous Fixed Income
Eaton Vance Glbl Macro Abs Ret Advtg A	EGRAX	8.9% A	0.38	1.31 F	2.47% F	Nontraditional Bond
Eaton Vance Glbl Macro Abs Ret Advtg R	EGRRX	8.6% A	0.38	1.31 F	2.72% F	Nontraditional Bond
Eaton Vance Emerging Markets Dbt Opps A	EADOX	8.6% A	0.37	0.73 A	1.06% D	Emerging Markets Bond
Eaton Vance Glbl Macro Abs Ret Advtg C	EGRCX	8.1% A	0.38	1.31 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%) F	1.20	3.26 F	0.12% A	Inflation-Protected Bond
Wasatch-Hoisington US Treasury	WHOSX	(9.3%) F	1.26	1.19 F	0.73% B	Long Government
Fidelity SAI Long-Term Treasury Bd Idx	FBLTX	(8%) F	1.14	1.07 D	0.03% A	Long Government
PIMCO Long-Term US Government C	PFGCX	(7.5%) F	1.05	0.99 C	4.83% F	Long Government
T. Rowe Price US Trs LongTerm Idx	PRULX	(7.4%) F	1.06	1.00 C	0.29% A	Long Government

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(Data as of 8/31/2026)

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
Crown Holdings, Inc.	CCK	B	B	B	B	A	Materials
Centene Corporation	CNC	A	A	A	B	B	Health Care
CONMED Corporation	CNMD	B	A	B	B	A	Health Care
CNX Resources Corporation	CNX	A	B	B	B	B	Energy
Darling Ingredients Inc.	DAR	B	A	A	A	A	Consumer Staples

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
Abeona Therapeutics Inc.	ABEO	F	F	D	D	F	Health Care
Alvotech	ALVO	F	F	D	F	F	Health Care
American Superconductor Corporation	AMSC	D	D	F	D	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
Apnimed, Inc.	APMD	A ▲	NA ▲	NA ▲	D ▲	B ▲	Health Care
Axogen, Inc.	AXGN	F ▲	C ▲	A ▲	C ▲	A ▲	Health Care
Mobile Infrastructure Corporation	BEEP	C ▲	C ▲	A ▲	D ▲	C ▲	Industrials
Bread Financial Holdings, Inc.	BFH	A ▲	C ▲	A ▲	A ▲	C ▲	Financials
Boyd Group Services Inc.	BGSI	C ▲	A ▲	D ▲	D ▲	C ▲	Industrials

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
Alliance Entertainment Holding Corporation	AENT	C ▼	F ▼	C ▲	NA ▲	C ▼	Consumer Discretionary
Ally Financial Inc.	ALLY	B ▲	C ▲	D ▼	D ▼	F ▲	Financials
Alliance Resource Partners, L.P.	ARLP	B ▲	B ▲	C ▼	D ▼	B ▲	Energy
Actinium Pharmaceuticals, Inc.	ATNM	A ▲	NA ▲	C ▲	B ▼	C ▼	Health Care
Barclays PLC	BCS	D ▲	C ▲	C ▼	D ▼	D ▲	Financials

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Why Astera Labs, Inc.’s (ALAB) Stock Is Down 10.01%

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