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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	21.6% A	1.71	1.59 F	0.13% A	Large Blend
iShares MSCI USA Quality GARP ETF	GARP	19.7% A	1.47	0.98 C	0.15% A	Large Growth
iShares MSCI USA Value Factor ETF	VLUE	17.5% A	1.62	1.63 F	0.15% A	Large Value
Invesco Large Cap Growth ETF	PWB	17.2% A	1.59	1.06 D	0.55% C	Large Growth
Fidelity Fundamental Large Cap Core ETF	FFLC	17.0% A	1.09	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	(15.7%) F	3.28	1.87 F	0.63% C	Small Growth
CapForce IBD® 50 ETF	FFTY	(4.9%) F	2.41	1.36 F	0.80% D	Mid-Cap Growth
Invesco S&P SmallCap Hi Div Low Vol ETF	XSHD	(4.3%) F	1.44	0.95 C	0.30% B	Small Value
ARK Innovation ETF	ARKK	(4.1%) F	3.36	1.89 F	0.75% D	Mid-Cap Growth
Renaissance IPO ETF	IPO	(3.8%) F	2.27	1.28 F	0.60% C	Mid-Cap Growth

See Bottom 100 ETFs

(Data as of 9/30/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
iShares MSCI Peru ETF	EPU	33.0% A	1.85	0.29 A	0.59% C	Focused Region
Global X MSCI Greece ETF	GREK	30.3% A	1.48	0.23 A	0.56% C	Focused Region
WisdomTree Japan Hedged Equity ETF	DXJ	26.8% A	1.17	1.01 D	0.48% C	Japan Stock
WisdomTree Japan Opportunities ETF	OPPJ	24.7% A	1.12	0.97 C	0.58% C	Japan Stock
Franklin FTSE Taiwan ETF	FLTW	23.1% A	2.33	1.10 D	0.19% A	Greater China 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	(80.1%) F	0.00	0.00 A	0.19% A	Focused Region
VanEck Russia ETF	RSX	(44.4%) F	10.39	1.60 F	0.83% D	Focused Region
VanEck Russia Small-Cap ETF	RSXJ	(22.6%) F	18.39	2.83 F	0.84% D	Focused Region
FMQQ The Next Frontier Internet ETF	FMQQ	(13.6%) F	1.47	1.12 D	0.86% D	Diversified Emerging Mkts
KraneShares MSCI China Clean Tech ETF	KGRN	(12.4%) F	2.34	1.10 D	0.79% D	Greater China Region

See Bottom 100 ETFs

(Data as of 9/30/2026)

TOP ETFs

ETF NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
VanEck Semiconductor ETF	SMH	37.4% A	2.69	1.25 F	0.35% B	Technology
Invesco PHLX Semiconductor ETF	SOXQ	32.2% A	3.02	1.40 F	0.19% A	Technology
iShares Semiconductor ETF	SOXX	31.8% A	3.13	1.46 F	0.33% B	Technology
First Trust Nasdaq Semiconductor ETF	FTXL	31.0% A	3.29	1.53 F	0.60% C	Technology
Invesco Semiconductors ETF	PSI	29.4% A	3.45	1.61 F	0.55% C	Technology

See Top 100 ETFs

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	7.09	2.49 F	0.78% D	Miscellaneous Sector
Amplify Seymour Cannabis ETF	CNBS	(30.2%) F	6.29	2.21 F	0.76% D	Miscellaneous Sector
Amplify Alternative Harvest ETF	MJ	(29.6%) F	5.38	1.89 F	0.75% D	Miscellaneous Sector
AdvisorShares Pure Cannabis ETF	YOLO	(28.2%) F	4.80	1.69 F	0.51% C	Miscellaneous Sector
AdvisorShares Psychedelics ETF	PSIL	(21.9%) F	3.75	1.32 F	1.00% F	Miscellaneous Sector

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(Data as of 9/30/2026)

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	14.5% A	0.54	1.18 F	1.04% F	Nontraditional Bond
ProShares High Yield—Interest Rate Hdgd	HYHG	6.8% A	0.26	0.58 A	0.50% C	Nontraditional Bond
iShares Interest Rate Hdg Hi Yld Bd ETF	HYGH	6.8% A	0.26	0.68 A	0.52% C	High Yield Bond
Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF	FLRT	6.1% A	0.17	1.01 D	0.60% C	Bank Loan
WisdomTree Interest Rt Hdg Hi Yld Bd ETF	HYZD	6.0% A	0.27	0.58 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	(15%) F	1.77	1.74 F	0.15% A	Long Government
iShares 25+ Year Treasury STRIPS Bd ETF	GOVZ	(14.9%) F	1.76	1.74 F	0.10% A	Long Government
Vanguard Extended Duration Trs ETF	EDV	(13.2%) F	1.63	1.60 F	0.05% A	Long Government
Simplify Intmdt Term Trs Futs Stgy ETF	TYA	(12.4%) D	1.40	1.38 F	0.25% B	Long Government
iShares 20+ Year Treasury Bond ETF	TLT	(8.4%) D	1.10	1.09 D	0.15% A	Long Government

See Bottom 100 ETFs

(Data as of 9/30/2026)

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	30.5% A	3.12	2.20 F	1.50% F	Large Growth
Auer Growth	AUERX	20.7% A	1.40	0.94 B	2.05% F	Small Value
Alger Focus Equity I	ALGRX	19.6% A	1.77	1.25 F	0.95% C	Large Growth
Alger Focus Equity A	ALAFX	19.6% A	1.77	1.25 F	0.99% D	Large Growth
Alger Focus Equity C	ALCFX	18.7% A	1.77	1.25 F	1.74% F	Large Growth

See Top 100 Funds

BOTTOM FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Virtus KAR Small-Cap Growth A	PSGAX	(8%) F	1.58	0.95 B	1.39% F	Small Growth
Virtus KAR Small-Cap Growth R6	VRSGX	(7.7%) F	1.58	0.95 B	1.01% D	Small Growth
Alger Weatherbie Specialized Growth C	ALMCX	(7.2%) F	1.89	1.13 F	2.08% F	Small Growth
Morgan Stanley Inst Inception C	MSCOX	(6.7%) F	2.54	1.52 F	2.10% F	Small Growth
Jacob Small Cap Growth Investor	JSCGX	(6.7%) F	2.50	1.50 F	3.22% F	Small Growth

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(Data as of 9/30/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Nomura Emerging Markets R6	DEMZX	27.5% A	3.28	2.46 F	1.06% D	Diversified Emerging Mkts
Nomura Emerging Markets Instl	DEMIX	27.4% A	3.28	2.46 F	1.15% D	Diversified Emerging Mkts
Nomura Emerging Markets A	DEMAX	27.1% A	3.28	2.46 F	1.40% F	Diversified Emerging Mkts
Nomura Emerging Markets R	DEMRX	26.8% A	3.28	2.46 F	1.65% F	Diversified Emerging Mkts
Nomura Emerging Markets C	DEMCX	26.1% A	3.27	2.46 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
Morgan Stanley Global Endurance C	MSJCX	(7.9%) F	1.69	1.24 F	2.10% F	Global Small/Mid Stock
Columbia Greater China A	NGCAX	(7.9%) F	1.68	0.94 B	1.49% F	Greater China Region
WCM China Quality Growth Investor	WCQGX	(7.9%) F	2.10	1.17 F	1.52% F	Greater China Region
Columbia Greater China Inst	LNGZX	(7.7%) F	1.68	0.94 B	1.24% D	Greater China Region
Morgan Stanley Global Endurance A	MSJAX	(7.3%) F	1.69	1.24 F	1.35% D	Global Small/Mid Stock

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(Data as of 9/30/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
Fidelity Advisor Semiconductors Z	FIKGX	38.2% A	2.84	1.39 F	0.54% B	Technology
Fidelity Advisor Semiconductors I	FELIX	38.0% A	2.84	1.39 F	0.66% B	Technology
Fidelity Select Semiconductors	FSELX	37.8% A	2.85	1.40 F	0.60% B	Technology
Fidelity Advisor Semiconductors A	FELAX	37.7% A	2.84	1.39 F	0.91% C	Technology
Fidelity Advisor Semiconductors M	FELTX	37.4% A	2.84	1.39 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	(17.3%) F	2.64	1.30 F	1.85% F	Technology
Jacob Internet Inv	JAMFX	(10.2%) F	2.52	1.24 F	2.38% F	Technology
Emerald Bkg & Finac Evolution - C	HSSCX	(8.5%) F	2.00	1.31 F	2.46% F	Financial
Emerald Bkg & Finac Evolution - Inv	FFBFX	(7.9%) F	2.00	1.31 F	1.78% F	Financial
Emerald Bkg & Finac Evolution - A	HSSAX	(7.9%) F	2.00	1.31 F	1.84% F	Financial

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(Data as of 9/30/2026)

TOP FUNDS

FUND NAME	TICKER	5-YR ANNUAL RETURN	TOTAL RISK INDEX	CATEGORY RISK INDEX	EXPENSE RATIO	CATEGORY
BlackRock Allc Trgt IntrR Hedge	BATPX	9.4% A	0.56	1.31 F	0.14% A	Miscellaneous Fixed Income
Eaton Vance Glbl Macro Abs Ret Advtg A	EGRAX	9.3% A	0.36	1.21 F	2.47% F	Nontraditional Bond
Eaton Vance Glbl Macro Abs Ret Advtg R	EGRRX	9.0% A	0.36	1.20 F	2.72% F	Nontraditional Bond
Eaton Vance Emerging Markets Dbt Opps A	EADOX	8.8% A	0.36	0.70 A	1.06% D	Emerging Markets Bond
Eaton Vance Glbl Macro Abs Ret Advtg C	EGRCX	8.5% A	0.36	1.20 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	(11.9%) F	1.19	3.10 F	0.12% A	Inflation-Protected Bond
Wasatch-Hoisington US Treasury	WHOSX	(8.6%) F	1.20	1.14 F	0.73% B	Long Government
Fidelity SAI Long-Term Treasury Bd Idx	FBLTX	(8.4%) F	1.11	1.05 D	0.03% A	Long Government
PIMCO Long-Term US Government C	PFGCX	(8%) F	1.04	0.99 C	4.83% F	Long Government
T. Rowe Price US Trs LongTerm Idx	PRULX	(7.8%) F	1.03	0.98 C	0.29% A	Long Government

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(Data as of 9/30/2026)

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
American Eagle Outfitters, Inc.	AEO	A	A	B	A	A	Consumer Discretionary
AerCap Holdings N.V.	AER	A	A	B	A	A	Industrials
APA Corporation	APA	A	B	A	B	A	Energy
CBIZ, Inc.	CBZ	B	B	B	B	B	Industrials
Centene Corporation	CNC	A	A	A	B	B	Health Care

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

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
Chagee Holdings Limited	CHA	D ▲	NA ▲	C ▲	B ▲	B ▲	Consumer Discretionary
EuroDry Ltd.	EDRY	B ▲	B ▲	A ▲	C ▲	B ▲	Industrials
Harbor Diversified, Inc.	HRBR	B ▲	F ▲	A ▲	NA ▲	D ▲	Industrials
SmartRent, Inc.	SMRT	C ▼	F ▲	B ▲	A ▲	C ▲	Information Technology

COMPANY NAME	TICKER	VALUE	GROWTH	MOMENTUM	EPS REV	QUALITY	SECTOR
AlTi Global, Inc.	ALTI	D ▲	NA ▲	F ▼	F ▲	D ▼	Financials
Ategrity Specialty Insurance Company Holdings	ASIC	B ▲	NA ▲	B ▼	C ▼	C ▲	Financials
Banco do Brasil S.A.	BDORY	NA ▲	F ▲	B ▼	F ▼	F ▲	Financials
Neurocrine Biosciences, Inc.	NBIX	D ▲	B ▲	D ▼	D ▼	A ▲	Health Care
Orchid Island Capital, Inc.	ORC	C ▼	D ▲	D ▲	D ▼	F ▲	Financials

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