Skip to main content

Large Blend Mutual Funds

Below is a list of Large Blend Mutual Funds. Click on an Mutual Fund to see its details. To filter the list, use the Screener.

Symbol Name Price Market Cap 52 Week High 52 Week Low
CVAIX Calamos Select-I 16.74 43.46 18.849 14.853
GILLX Goldman Sachs Flexible Cap-Inst 15.92 43.424 17.158 13.571
FRDTX Franklin Rising Dividends-C 82.64 24958.85 87.221 71.602
PSPTX PIMCO StocksPLUS Absolute Return-Inst 9.68 1903.804 11.026 8.257
TRSCX TIAA-CREF Social Choice Equity-Ret 24.38 6216.437 26.459 20.641
VQNPX Vanguard Growth & Income-Inv 51.64 10919.743 57.236 44.975
MINVX Madison Investors-Y 24.51 321.797 25.474 20.617
DSEEX DoubleLine Shiller Enhanced CAPE-I 13.25 4526.015 14.835 10.916
BRTNX Bretton 50.81 66.712 54.199 42.845
FSKAX Fidelity Total Market Index Fd 114.44 69063.168 127.513 98.834
BEQGX American Century Equity Growth-Inv 23.51 1713.134 27.594 20.987
TCOEX Tactical Offensive Equity\Disc 15.44 0.17 19.696 14.29
STSEX BlackRock Exchange BlackRock 1685.19 199.781 1805.863 1452.418
HGIYX Hartford Core Equity-Y 41.38 9825.93 46.585 36.637
TMLCX SEI Tax-Managed LargeCap SIMT-F 31.69 3984.669 33.769 26.844
AFIFX American Funds Fundamental Investr-F1 64.22 111576.472 69.545 54.341
ESGIX Dana Epiphany ESG Equity-I 12.42 63.392 13.694 10.686
LMUSX Franklin US LargeCap Equity-FI 17.96 197.625 20.228 15.56
PRSGX TRPrice Spectrum Growth Equity-Inv 21.56 3617.703 23.944 18.517
CIDVX Calamos Dividend Growth-I 14.13 18.06 15.792 12.347
PRDGX TRPrice Dividend Growth-Inv 66.27 21345.5 69.152 57.75
EGOAX Allspring LargeCap Core-A 14.56 425.593 15.738 12.449
ESSIX Essential 40 Stock-I 12.02 47.358 12.924 10.429
NMIMX Columbia LargeCap Enhanced Core-Inst2 22.43 379.664 24.724 19.402
HDPBX Hodges Blue Chip Equity Income Retail 17.73 27.739 19.428 15.202
MMIEX MM S&P 500 IxFd-S 14.2 2493.776 15.731 12.234
FALCX Strategic Adv LargeCap 10.47 54039.65 11.448 8.966
FLVCX Fidelity Leveraged Company Stock 34.29 1982.874 38.525 29.545
GSRAX Goldman Sachs Rising Dividend Grwth-A 11.32 487.118 11.54 9.49
JAGIX Janus Henderson Growth & Income-T 66.04 6323.924 71.351 56.638
MITHX MFS MA Investors Trust-R3 33.2 6216.534 36.403 29.03
KCXIX Knights of Columbus US AllCap IxFd-I 12.74 81.109 14.194 10.854
ALBCX Alger Growth & Income-C 54.51 302.75 59.88 47.671
OMSIX Invesco Main Street-R6 45.99 9044.624 51.682 39.658
RRCOX TRPrice US Equity Research- R 38.57 12149.704 43.313 33.441
NMIAX Columbia LargeCap Enhanced Core-A 22.48 379.483 24.85 19.476
NBSLX Neuberger Berman Sustainable Equity-Inst 36.78 1347.983 41.097 32.023
AUENX AQR LargeCap Defensive Style-N 25.52 4132.683 27.683 22.63
DESSX DWS ESG Core Equity S 17.46 189.366 18.706 15.011
NGISX Nationwide BNY Mellon Dynamic US Core-IS 12.15 1156.759 13.998 10.668
CLSUX ClearBridge Sustainability Leaders A 22.22 146.663 24.587 18.944
NMUAX Neuberger Berman MultiCap Opportnty-A 9.63 273.82 10.655 8.169
MEFOX Meehan Focus 39.08 101.531 43.473 33.552
IIRLX Voya Russell LargeCap IxFd-I 28.13 2086.838 31.906 24.57
EIUTX Eaton Vance Dividend Builder-I 14.11 884.859 15.096 12.225
DNVYX Davis NY Venture-Y 25.9 6222.19 28.893 20.581
JDNNX Janus Henderson Growth & Income-N 66.04 6322.96 71.193 56.592
PRCOX TRPrice US Equity Research-Inv 38.98 12155.094 43.546 33.746
PVFYX Pioneer Core Equity-Y 19.92 1796.784 22.12 16.585
TVDAX Guggenheim RBP LargeCap Defensive-A 8.75 7.823 10.069 7.781
DSPIX BNY Mellon Inst'l S&P 500 Stock IxFd-I 56.73 2088.515 63.153 49.153
ATAFX American Trust Allegiance 30.76 26.448 31.31 26.267
CFNFX American Funds Fundamental Investr-529F1 64.06 111577.141 69.265 54.178
AMANX Amana Income-Inv 56.24 1537.045 58.113 49.396
GSPIX Goldman Sachs LargeCap Core-Inst 30.78 1118.527 33.721 26.226
YCGEX YCG Enhanced 24.91 452.62 27.25 20.42
FXAIX Fidelity 500 Index Fund 142.71 377052.682 158.55 123.541
NINDX Columbia LargeCap Index Fund-Inst 47.9 2951.905 53.252 41.453
NBSTX Neuberger Berman Sustainable Equity-Trst 36.91 1347.603 41.394 32.18
MNNYX Victory Munder MultiCap-Y 49.21 396.167 53.189 42.144
HILVX Harbor LargeCap Value-Inv 20.12 2120.95 21.545 17.207
JRSNX Janus Henderson US Managed Volatility-N 9.43 609.237 10.1 8.019
BSPIX iShares S&P 500 IxFd-Inst 482.22 31247.036 536.077 417.57
QAGIX CCM Core Impact Equity-Inst 35.84 73.016 40.494 31.333
GSPSX Goldman Sachs LargeCap Core-Ser 23.87 1118.353 26.287 20.377
ISBAX VY Columbia Contrarian Core-A 15.33 50.58 17.344 13.33
MSOIX MainStay WMC Enduring Capital-I 31.52 632.761 32.915 26.874
CLNCX Columbia LargeCap Enhanced Core-Inst2 22.28 379.522 24.539 19.27
MSPIX MainStay MacKay S&P 500 IxFd-I 47.98 1136.819 53.418 41.569
BTEFX Boston Trust Equity 36.3 200.571 39.001 31.199
WFILX Allspring Index Fund-A 41.44 1089.134 46.213 35.931
IAVGX Voya Growth & Income-A 17.42 1865.247 19.097 14.981
PSTKX PIMCO StocksPLUS-Inst 10.12 1766.497 11.467 8.707
INDEX Index Funds S&P 500 Equal Weight 44.67 106.047 46.717 37.227
FISPX Federated Hermes MaxCap Index Fund-Inst 7.42 187.201 8.29 6.447
HESGX Horizon ESG Defensive Core- Inv 31.05 190.251 35.683 28.64
HGISX Hartford Core Equity-R4 42.2 9825.848 47.634 37.394
LEVOX Lazard US Equity Concentrated-Open 16.3 1317.015 18.058 14
JMUEX JPMorgan US Equity-L 18.49 20743.376 20.646 16.016
SCPIX DWS S&P 500 Index Fund-S 37.2 1087.248 41.429 32.236
WFSPX iShares S&P 500 IxFd-K 482.35 31246.971 535.902 417.588
FGRTX Fidelity MegaCap Stock 18.39 1377.797 19.248 14.819
WMLIX Wilmington LargeCap Strategy-I 25.03 503.055 27.931 21.684
VSVYX Victory Special Value-Y 26.91 40.528 29.281 23.257
SNXFX Schwab 1000 Index IxFd 88.93 12653.049 98.786 76.496
FLVIX Fidelity Adv Leveraged Company Stock-I 44.11 1012.814 49.631 37.979
USRAX Horizon US Defensive Equity-Inv 25.41 157.5 27.568 22.489
LZUOX Lazard US Equity Focus-Open 13.86 77.273 15.33 12.169
MIRTX MFS MA Investors Trust-R2 31.32 6215.517 34.431 27.411
JENSX Jensen Quality Growth-J 56.46 10416.418 61.908 50.168
TIQRX TIAA-CREF Equity IxFd-Ret 29.76 36242.323 33.176 25.766
HSTAX Hartford Stock HLS-IA 95.74 1392.174 100.719 84.516
JUEPX JPMorgan US Equity-R3 18.27 20747.595 20.469 15.841
FRDRX Franklin Rising Dividends-R 84.22 24961.545 88.509 72.847
TICRX TIAA-CREF Social Choice Equity-Inv 20.65 6214.535 22.412 17.487
TIIRX TIAA-CREF Growth & Income-Inv 20.83 5338.479 23.57 17.988
VNSAX Natixis Vaughan Nelson Select-A 17.27 387.534 19.141 14.952
TIGRX TIAA-CREF Growth & Income-Inst 13.4 5339.592 15.134 11.564
NEIAX Columbia LargeCap Index Fund-A 47.45 2951.518 52.875 41.107
VRTTX Vanguard Russell 3000 IxFd-Inst 358.19 1646.979 398.624 309.846
TINRX TIAA-CREF Equity IxFd-Inv 29.86 36241.381 33.288 25.85
HAVGX Haverford Quality Growth Stock 22.35 299.644 23.892 19.557
SMGIX Columbia Contrarian Core-Inst 26.52 10621.578 29.895 23.019
TLGUX Morgan Stanley Pathway LargeCap Equity 20.18 1761.656 22.483 17.299
DRTHX BNY Mellon Sustainable US Equity-Z 14.56 396.192 16.681 12.849
MPGFX Mairs & Power Growth 126.92 4638.634 142.473 111.507
MSIGX Invesco Main Street-A 46.51 9043.125 52.399 40.145
QRDTX Quantified Rising Dividend Tactical-Inv 7.96 26.816 10.355 7.23
LVOLX SGI US LargeCap Equity-A 17.85 410.964 18.928 15.705
AICFX American Funds Investmt Co of Amer-F1 43.66 109078.834 47.281 36.981
PWGIX Pax US Sustainable Economy-Inst 21.49 250.778 23.507 18.141
PWCIX Principal Capital Appreciation-Inst 58.92 3316.96 63.292 50.907
DUSQX DFA US LargeCap Equity-Inst 23.87 1660.392 26.15 20.551
USGIX USAA Growth & Income-A 19.91 1637.382 21.985 17.274
OMGNX Invesco Main Street-R 44.9 9043.848 50.704 38.796
GRMRX Nationwide S&P 500 IxFd-R 19.34 1177.156 21.657 16.79
SILVX SGI US Large Cap Equity I 17.81 411.19 18.833 15.656
OMSNX Invesco Main Street AllCap-R 19.37 1133.391 22.004 16.926
FMIHX FMI LargeCap-Inv 14.67 1879.051 15.703 12.188
WPVLX Weitz Partners Value-Inv 27.97 403.462 31.444 23.837
PMYAX Putnam Multi-Cap Core-A 30.4 2965.639 33.38 26.077
COFRX Columbia Contrarian Core-Inst2 27.19 10619.082 30.633 23.601
PXWGX Pax US Sustainable Economy-Inv 20.63 250.754 22.62 17.426
TILDX DCM/INNOVA High Equity Inc Innovation 10.42 7.856 12.527 9.096
HSTIX Homestead Stock Index 29.84 203.607 33.279 25.868
VLACX Vanguard LargeCap IxFd-Inv 75.57 25913.709 84.922 65.565
SSSYX State Street Equity 500 IxFd II 308.24 3763.98 342.536 266.971
VNSYX Natixis Vaughan Nelson Select-Y 17.44 387.733 19.294 15.093
PIORX Pioneer-R 31.81 6952.553 36.403 27.068
TRSPX TIAA-CREF S&P 500 IxFd-Ret 44.56 7251.917 49.616 38.614
SSEYX State Street Equity 500 IxFd-I 373.11 0 414.794 323.126
SWTSX Schwab Total Stock Market IxFd 70.88 17391.187 78.44 60.789
OCRDX Invesco Rising Dividends-C 17.43 2744.946 18.99 15.005
WINDX Wilshire 5000 IxFd-Inst 24.42 215.245 27.192 21.159
WLVOX Allspring Low Volatility US Equity-\Disc 6.78 8.886 6.842 6.234
VMCTX Vanguard MegaCap IxFd-Inst 279.75 3720.815 316.304 243.963
GGEFX Summitry Equity 20.12 62.45 21.654 16.591
VDADX Vanguard Dividend Appreciation IxFd-Admr 42.44 66193.241 44.069 36.451
MRLRX BlackRock Advantage LargeCap Core-R 14.76 2868.577 16.626 12.783
VSPIX Victory Special Value-I 27.14 40.524 29.543 23.462
VFTNX Vanguard FTSE Social IxFd-Inst 27.31 12949.61 31.321 23.574
MRGRX MFS Core Equity-I 43.42 5819.843 47.231 37.92
CRTVX Catholic RespInv Multi-Style US Eq-Inv 8.8 721.034 9.994 7.401
RFNFX American Funds Fundamental Investr-R5 64.32 111576.547 69.469 54.369
VFINX Vanguard 500 IxFd-Inv 379.61 281659.6 422.214 328.761
LMPFX ClearBridge Aggressive Growth-FI 106.7 4449.902 123.687 92.285
SEEKX Crossmark Steward ValFocLgCEnh IxFd-A 26.83 212.373 30.028 23.224
MVPFX Marathon Value\Disc 12.6 36.451 14.498 11.434
RETSX Russell Inv Tax-Managed US LargeCap-S 61.66 6493.476 67.648 52.408
QGIAX Pear Tree Quality-Inst 20.51 186.144 21.826 17.026
BSPPX iShares S&P 500 IxFd-InvP 481.64 31245.385 536.579 417.397
SAPYX ClearBridge Appreciation-I 27.5 6820.935 29.744 24.302
MUEUX MFS Blended Research Core Equity-R4 27.24 1038.688 29.641 23.823
FWOEX Fidelity Adv Women's Leadership-M 13.72 132.854 14.666 11.376
SAGYX ClearBridge Aggressive Growth-I 132.05 4450.151 152.502 113.893
GEQYX GuideStone Equity IxFd-Inst 43.21 3245.836 47.845 37.231
JLPSX JPMorgan US LargeCap Core Plus-I 15.92 1331.159 17.695 13.769
CGMFX CGM Focus\Disc 41 253.051 51.05 35.62
MMFVX MassMutual Equity Opportunity-Adm 15.67 640.999 16.335 13.601
REDWX Aspiration Redwood 14.72 136.746 16.173 12.735
MUXYX Victory S&P 500 IxFd-Y 21.95 226.245 24.334 18.918
AUUAX AB Select US Equity-A 16.72 213.523 18.568 14.952
CUSUX Six Circles US Unconstrained Equity 12.33 15765.138 14.185 10.882
JLVIX JHancock Fundamental LargeCap Core-I 59.18 4981.045 67.905 50.816
RWMCX American Funds Washington Mutual-R3 52.67 153806.929 56.108 45.953
WVALX Weitz Value-Inv 45.57 801.872 51.556 38.812
VITPX Vanguard Inst Total Stock Mkt IxFd-Inst 72.33 25659.574 80.586 62.526
NSEPX Columbia Select LargeCap Equity-Inst2 16.28 1235.66 18.517 14.259
HLEIX JPMorgan Equity Index Fund-I 62.07 7449.083 68.661 53.435
SSSWX State Street Equity 500 IxFd-A 308.17 3763.742 343.058 267.087
HRLVX Harbor LargeCap Value-Adm 19.87 2119.911 21.258 16.996
LCSTX ClearBridge Sustainability Leaders-FI 22.34 146.589 24.724 19.05
RWMGX American Funds Washington Mutual-R6 53.31 153841.469 56.465 46.397
SSPIX SEI S&P 500 IxFd SIMT-F 75.78 820.796 84.386 65.657
LMPRX ClearBridge Aggressive Growth-R 99.04 4449.808 114.965 85.753
VLISX Vanguard LargeCap IxFd-Inst 388.88 25912.28 436.542 337.262
VITNX Vanguard Inst Total Stock Mkt IxFd-Inst 72.34 25659.575 80.606 62.545
OYRDX Invesco Rising Dividends-Y 23.12 2743.812 24.974 19.846
VSVGX Victory Special Value-R 24.56 40.521 26.872 21.279
WFIVX Wilshire 5000 IxFd-Inv 24.4 215.246 27.213 21.157
AGIZX Alger Growth & Income-Z 55.52 302.84 60.423 48.379
TISPX TIAA-CREF S&P 500 IxFd-Inst 44.88 7251.486 49.87 38.865
SPGRX DWS Equity Sector Strategy-S 13.55 73.894 14.757 11.712
NESYX Natixis US Equity Opportunities-Y 43.18 810.445 46.887 34.684
AUEIX AQR LargeCap Defensive Style-I 25.56 4134.33 27.645 22.644
NMULX Neuberger Berman MultiCap Opportnty-Inst 9.62 273.82 10.601 8.153
QCELX AQR LargeCap Multi-Style-I 16.6 978.299 18.198 14.4
AEYRX American Century Equity Growth-R 23.45 1712.418 27.643 20.967
NCGFX New Covenant Growth 52.59 520.203 58.585 45.435
WMFFX American Funds Washington Mutual-F2 53.21 153840.749 56.415 46.331
WEQIX Segall Bryant & Hamill Workplace Eq-Inst 6.71 22.682 7.65 5.916
MLVHX MFS Low Volatility Equity-I 17.95 460.845 19.08 15.879
CLCRX Columbia Select LargeCap Equity-Inst2 16.93 1235.545 19.253 14.831
SAMKX SA US Core Market-Inv 25.41 619.742 28.237 22.078
DESRX DWS ESG Core Equity-R 17.5 189.254 18.842 15.076
PJDAX PGIM Jennison Rising Dividend-A 15.47 205.719 17.479 14.512
DIVGX Guardian Dividend Growth-I 12.63 20.016 13.853 10.985
PIOTX Pioneer Core Equity-A 19.51 1797.013 21.707 16.252
CUHAX Victory US 500 Enhanced Vol Wtd IxFd-A 10.28 47.356 11.594 9.553
CLSRX Columbia Select LargeCap Equity-Adv 16.18 1235.68 18.406 14.178
USSPX USAA S&P 500 IxFd-Member 52.23 9653.149 58.856 45.592
GINGX Goldman Sachs US Equity ESG-Inst 16.48 22.804 18.018 13.779
GSELX Goldman Sachs US Equity Insights-Inst 52.52 960.859 58.819 46.038
MUSEX MFS Blended Research Core Equity-I 27.62 1038.995 30.049 24.151
GILGX GuideMark Large Cap Core Fund-Inst 24.67 532.951 27.242 21.099
GSRLX Goldman Sachs Rising Dividend Grwth-Inst 12.2 487.456 12.43 10.206
GSLLX Goldman Sachs Flexible Cap-Inv 15.54 43.406 16.775 13.26
BOPIX Sterling Capital Special Opportunty-Inst 27.48 509.507 30.735 23.873
DFEOX DFA US Core Equity 1-I 32.11 29377.44 34.36 27.264
VDIGX Vanguard Dividend Growth-Inv 35.29 52992.877 37.029 31.146
AVEDX Ave Maria Rising Dividend 20.15 935.008 20.624 17.151
ADGIX AB Core Opportunities-I 20.34 169.791 21.9 17.405
MUOIX Morgan Stanley Inst US Core-I 21.24 254.697 23.462 18.522
JGINX Janus Henderson Growth & Income-I 66.16 6323.851 71.376 56.705
INGIX Voya US Stock IxFd-I 16.91 4399.035 18.831 14.655
MITGX MFS MA Investors Trust-R1 30.67 6215.153 33.877 26.887
PRBLX Parnassus Core Equity-Inv 49.82 25310.901 55.722 42.716
PRILX Parnassus Core Equity-Inst 49.95 25310.415 55.752 42.806
JDESX JPMorgan US Research Enhanced Equity-I 31.65 7003.544 34.951 27.257
LBRIX ClearBridge Dividend Strategy-FI 27.27 7159.111 29.191 23.636
NYVRX Davis NY Venture-R 25.01 6223.839 28.012 19.899
SLASX Selected American-S 35.25 1569.637 40.16 28.336
VSMPX Vanguard Total Stock Market IxFd Inst 188.43 283212.163 209.962 162.905
PLFIX Principal LargeCap S&P 500 IxFd-Inst 20.64 5807.724 22.961 17.881
CUHIX Victory US 500 Enhanced Vol Wtd IxFd-I 10.29 47.31 11.591 9.554
GSURX Goldman Sachs US Equity Insights-R 49.21 960.801 55.41 43.21
MXXVX Matthew 25 27.1 277.596 31.94 22.51
NOSIX Northern Stock IxFd 43.76 10721.243 48.65 37.897
RICFX American Funds Investmt Co of Amer-R5 43.8 109076.89 47.304 37.063
ITHVX Hartford Capital Appreciation-R6 44.5 5900.211 48.755 37.781
TCEPX TIAA-CREF Equity IxFd-Prem 29.22 36248.578 32.537 25.286
LAMFX Lord Abbett Dividend Growth-F 17.56 3607.21 18.671 15.374
FPCGX Fort Pitt Capital Total Return 26.95 67.959 30.128 22.578
PRSRX Putnam Research-R 36.61 402.589 40.178 31.702
GNWRX Nationwide-R 24.47 1092.551 27.773 21.262
CHTVX Invesco Charter-R5 16.94 2945.256 19.096 14.646
MFVSX MassMutual Equity Opportunity-R5 16.59 640.819 17.272 14.4
RICBX American Funds Investmt Co of Amer-R2 43.39 109056.858 47.285 36.847
APIGX Yorktown Capital Appreciation-A 21.79 9.354 31.735 18.11
PLSAX Principal LargeCap S&P 500 IxFd-A 20.65 5807.688 23.019 17.907
PYODX Pioneer-Y 32.4 6952.004 36.821 27.495
SDVGX Sit Dividend Growth-I 14.02 223.668 15.059 12.251
GRMAX Nationwide S&P 500 IxFd-A 19.47 1177.701 21.73 16.885
FNILX Fidelity ZERO LargeCap Index Fd 14.4 5740.977 16.114 12.47
SVPFX Goldman Sachs Strateg Voltily Prem-Inst 9.58 477.709 9.945 9.359
JDNAX Janus Henderson Growth & Income-A 65.97 6323.007 71.397 56.613
CWCFX Christopher Weil & Core Invesment 16.46 89.932 16.882 13.409
GQIRX Goldman Sachs US Tax-Managd Equity-Inv 33.32 2523.04 36.891 28.841
NDGIX Neuberger Berman Dividend Growth-Inst 17.91 79.514 18.718 14.878
JENRX Jensen Quality Growth-R 56.15 10414.815 61.85 49.966
VSRDX VALIC Company I US Socially Responsible 21.06 692.665 22.702 17.81
LZUSX Lazard US Equity Focus-Inst 13.78 77.275 15.212 12.088
AFAAX Yorktown Capital Appreciation-Inst 22.67 9.35 32.945 18.84
PSKPX PIMCO StocksPLUS-I2 10.07 1764.808 11.426 8.67
RWMAX American Funds Washington Mutual-R1 52.54 153806.124 56.163 45.902
GSPFX Gotham Enhanced S&P 500 IxFd-Inst 14.19 16.161 15.271 12.202
TFFYX Touchstone Focused-Y 55.37 1061.072 60.699 47.575
PURYX Putnam Research-Y 37.82 402.605 41.3 32.698
DRDIX Dearborn Partners Rising Dividend-I 21.58 484.637 22.388 18.887
CADVX Calamos Dividend Growth-A 14.1 18.06 15.791 12.334
MALRX BlackRock Advantage LargeCap Core-Inst 17.28 2868.497 19.39 14.947
NCEGX North Country LargeCap Equity 18.4 130.417 20.766 16.091
SBQAX AmericaFirst LargeCap Shares Buyback-A 10.9 4.096 11.584 9.211
GRMIX Nationwide S&P 500 IxFd-R6 19.69 1177.586 21.906 17.058
MSEFX iMGP Equity-Inst 11.63 128.225 13.827 9.406
GILIX Guggenheim StylePlus-Large Core-Inst 17.31 210.403 19.572 14.859
JUESX JPMorgan US Equity-I 18.44 20744.447 20.618 15.981
WOGSX White Oak Select Growth 113.72 341.749 137.286 99.395
NRAAX Neuberger Berman Sustainable Equity-A 36.84 1347.611 41.323 32.12
DSENX DoubleLine Shiller Enhanced CAPE-N 13.24 4526.054 14.863 10.915
BRLIX Bridgeway Blue Chip\Disc 9.81 194.242 14.66 9.68
MMFYX MassMutual Equity Opportunity-Ser 16.05 641.085 16.716 13.933
GRISX Nationwide S&P 500 IxFd-IS 19.62 1177.018 21.887 17.009
EGOIX Allspring LargeCap Core-Inst 14.69 425.869 15.82 12.542
HIACX Hartford Capital Appreciation HLS-IA 41.84 3587.345 45.381 35.529
BAFDX Brown Advisory Equity Income-Inst 13.54 75.954 14.403 11.748
HIBCX Hartford Capital Appreciation HLS-IB 40.79 3587.587 44.334 34.664
USPRX USAA S&P 500 IxFd-Reward 52.27 9653.067 58.852 45.61
SVSPX State Street S&P 500 IxFd-N 215.7 1310.065 239.927 186.763
AFEIX American Century Sustainable Equity-I 41.13 4290.97 45.726 35.489
RFNCX American Funds Fundamental Investr-R3 64.04 111559.603 69.525 54.251
AFDIX American Century Sustainable Equity-Inv 41.04 4290.978 45.716 35.44
MRFIX MFS Research-I 50.79 7471.666 55.675 44.691
SDVSX Sit Dividend Growth-S 13.92 223.668 14.981 12.179
AFNIX AAM/Bahl & Gaynor Income Growth-I 22.51 2009.434 22.915 19.055
SAOPX Barrett Opportunity 24.37 45.672 25.318 21.55
USGRX USAA Growth & Income 20.01 1638.093 22.081 17.351
MWATX Metropolitan West AlphaTrak 500 10.02 30.486 11.267 8.546
MITIX MFS MA Investors Trust-I 32.25 6216.026 35.272 28.18
MXEBX Empower Core Strategies US Equity-Inst 12.65 350.249 13.5 10.8
WLVLX Allspring Low Volatility US Equity-\Disc 6.84 8.886 6.898 6.293
GQEFX GMO Quality-IV 24.84 7135.315 26.597 20.856
DFMIX Davidson MultiCap Equity-I 27.67 110.103 29.106 23.787
VOLMX Volumetric 21.49 37.643 23.374 19.526
DFSIX DFA US Sustainability Core-1 32.8 5154.717 35.12 27.637
SEECX Crossmark Steward ValFocLgCEnh IxFd-Inst 26.74 212.378 29.851 23.113
POGSX Pin Oak Equity 68.65 125.464 82.439 62.179
SBQIX AmericaFirst LargeCap Shares Buyback-I 11.28 4.097 11.974 9.541
RFNGX American Funds Fundamental Investr-R6 64.27 111576.57 69.381 54.321
WEQRX Segall Bryant & Hamill Workplace Eq-Ret 6.49 22.682 7.399 5.725
AXSPX Axs Adaptive Plus-I 9.66 18.331 10.381 9.22
MISEX Midas Magic 23.72 17.04 27.498 19.523
QIACX Federated Hermes MDT AllCap Core-Inst 34.24 481.681 35.346 28.06
VDSIX Victory Diversified Stock-I 18.38 273.255 19.984 15.844
TISCX TIAA-CREF Social Choice Equity-Inst 23.91 6216.887 25.887 20.233
JRSAX Janus Henderson US Managed Volatility-A 9.52 609.231 10.223 8.105
CRTSX Catholic RespInv Multi-Style US Eq-Inst 8.8 721.034 9.978 7.398
CRQSX Catholic RespInv Equity IxFd-Inst 8.94 3067.296 10.016 7.718
GTCEX Glenmede Strategic Equity 27.6 190.891 29.432 23.338
GSUTX Goldman Sachs US Equity Insights-Inv 49.26 960.797 55.237 43.194
CFNEX American Funds Fundamental Investr-529E 64.04 111559.603 69.49 54.243
HCAYX Hartford Capital Appreciation-Y 44.5 5901.501 48.789 37.782
EVSYX Allspring Disciplined US Core-Adm 18.53 893.207 20.614 16.096
JENHX Johnson Enhanced Return 13.25 221.376 15.34 11.416
OSTFX Osterweis 17.04 141.155 19.404 14.864
WLVDX Allspring Low Volatility US Equity-\Disc 6.81 8.886 6.874 6.267
BTIEX DWS Equity 500 Index Fund-S 159.3 490.3 177.304 137.991
POMIX TRPrice Total Equity Market IxFd 44.29 2006.962 49.404 38.229
TVIDX Guggenheim RBP LargeCap Defensive-Inst 9.28 7.829 10.654 8.238
JIISX JPMorgan US Sustainable Leaders-I 54.64 180.464 60.395 46.01
TVFDX Guggenheim RBP LargeCap Defensive-P 9.15 7.829 10.53 8.14
OMSYX Invesco Main Street AllCap-Y 21.01 1133.597 23.761 18.331
SUWIX DWS Core Equity-Inst 27.88 3808.631 30.621 23.965
RICCX American Funds Investmt Co of Amer-R3 43.58 109079.873 47.311 36.947
SUSIX State Street Inst'l US Equity-Inv 9.6 203.602 10.605 8.261
GVEQX Government Street Equity 92.6 67.319 103.555 80.529
SPFIX Shelton S&P 500 Index Fund-Direct 62.68 215.196 69.737 54.259
BRAGX Bridgeway Aggressive Investors 1 64.67 149.346 74.277 55.535
SPIIX SEI S&P 500 IxFd SIMT-I 76.42 820.735 85.393 66.297
JPFCX JPMorgan Equity Focus-C 28.06 213.992 31.896 24.631
RWMBX American Funds Washington Mutual-R2 52.24 153803.446 55.865 45.643
AMLCX AlphaMark Fund 12.18 19.55 12.877 10.853
DRTCX BNY Mellon Sustainable US Equity-I 14.5 396.207 16.605 12.793
CMEUX Six Circles Managed Eqty US Unconstrain 14.09 6803.582 15.971 12.365
OARDX Invesco Rising Dividends-A 22.03 2742.977 23.853 18.924
BTIIX DWS Equity 500 Index Fund-Inst 163.83 490.304 182.268 141.888
JRSIX Janus Henderson US Managed Volatility-I 9.5 608.592 10.188 8.082
SSSVX State Street Equity 500 IxFd-A 308.02 3763.635 343.627 267.169
TGIHX TIAA-CREF Growth & Income-Adv 13.42 5339.483 15.157 11.577
MIEYX MM S&P 500 IxFd-Adm 13.69 2493.332 15.179 11.792
IICAX AMF LargeCap Equity AMF 9.58 46.233 10.17 8.063
CFIMX Clipper 117.35 980.031 133.736 94.636
NOLCX Northern LargeCap Core 23.24 251.027 25.164 19.905
MIGYX Invesco Main Street-Y 46.02 9042.562 51.75 39.696
RWMFX American Funds Washington Mutual-R5 53.25 153840.848 56.427 46.354
MTSIX BNY Mellon Tx-Sensitive LrgC Mult-S\Disc 17.73 34.175 21.53 16.65
PSPRX PIMCO StocksPLUS-R 9.26 1766.049 10.553 7.982
VADRX Invesco Equally-Weighted S&P 500-R 68.05 6698.38 71.531 56.821
PDSIX PGIM Quant Solutions Stock IxFd-I 35.7 681.513 39.715 30.918
SPUSX Symmetry Panoramic US Equity-I 13.03 546.085 13.82 11.096
FCFMX Fidelity Series Total Market Index Fd 13.64 52022.961 15.193 11.783
SUSSX State Street Inst'l US Equity Ser 11.17 203.515 12.37 9.62
AIGOX Alger Growth & Income-I2 24.24 33.855 26.623 20.984
WCEYX Delaware Ivy Core Equity-Y 16.99 3554.291 18.459 14.691
SLADX Selected American-D 35.35 1570.038 40.143 28.389
VITSX Vanguard Total Stock Market IxFd-Inst 100.47 283202.83 111.961 86.861
ONRDX Invesco Rising Dividends-R 21.83 2743.049 23.691 18.767
APHNX Artisan Select Equity-Inst 12.14 33.896 13.063 9.535
ARSKX Archer Stock 58.4 22.683 64.903 49.982
AFEDX American Century Sustainable Equity-R6 41.21 4290.95 45.758 35.537
STFGX State Farm Growth 101.09 6498.641 106.782 87.087
VPCCX Vanguard PRIMECAP Core-Inv 28.94 10467.569 30.5 24.265
MTSMX BNY Mellon Tx-Sensitive LrgC Mult-S\Disc 17.2 34.175 20.85 16.15
BUFDX Buffalo Dividend Focus 24.49 121.196 25.635 21.431
GABEX Gabelli Equity Income-AAA 9.15 562.075 9.24 7.737
VPMCX Vanguard PRIMECAP-Inv 135.8 60184.389 145.872 113.632
VDSYX Victory Diversified Stock-Y 18.42 273.25 20.028 15.877
GMLGX GuideMark LargeCap Core-S 24.26 532.91 26.822 20.772
TEIHX TIAA-CREF Equity IxFd-Adv 29.3 36247.615 32.621 25.351
VIIIX Vanguard Inst IxFd-Inst 344.77 227423.386 383.058 298.47
VINIX Vanguard Inst IxFd-Inst 344.78 227423.093 383.115 298.482
VRNIX Vanguard Russell 1000 IxFd-Inst 363.03 3705.774 404.934 314.195
MEQFX AMG River Road LargeCap Value Select-I 15.26 35.385 15.735 12.749
ITHIX Hartford Capital Appreciation-I 35.42 5900.582 38.832 30.08
FLCEX Fidelity LargeCap Core Enhanced Index Fd 19 1923.541 21.065 16.602
VADDX Invesco Equally-Weighted S&P 500-Y 69.69 6699.091 72.947 58.096
WSEFX Boston Trust Walden Equity 31.43 259.942 33.667 27.407
DGOYX Davis Opportunity-Y 38.65 509.252 41.149 31.408
WSHFX American Funds Washington Mutual-F1 53.01 153810.1 56.334 46.199
SCDGX DWS Core Equity-S 27.81 3808.663 30.548 23.905
GABAX Gabelli Asset-AAA 50.38 1878.519 52.206 42.021
TIEIX TIAA-CREF Equity IxFd-Inst 29.28 36247.762 32.567 25.327
TOCQX Tocqueville 40.58 451.566 44.484 34.581
TRGIX TIAA-CREF Growth & Income-Ret 13.79 5337.64 15.597 11.911
FFILX FormulaFolios US Equity-Inst\Disc 10.23 68.324 11.439 9.44
TFOAX Touchstone Focused-A 54.52 1061.025 59.949 46.893
DGOCX Davis Opportunity-C 25.69 509.243 27.639 20.961
SOPYX ClearBridge Dividend Strategy-I 28.33 7160.096 30.278 24.545
TRPSX TIAA-CREF Social Choice Equity-Prem 23.81 6214.362 25.831 20.157
BADAX Brown Advisory Equity Income-Adv 13.52 75.954 14.433 11.749
DLCEX Dana LargeCap Equity-Inv 21.09 103.16 23.706 18.02
FMXSX Federated Hermes MaxCap Index Fund-Ser 7.19 187.25 8.059 6.252
RYSPX Rydex S&P 500-H 63.53 167.409 71.635 55.308
HAVLX Harbor LargeCap Value-Inst 19.87 2120.983 21.202 16.984
TANDX Castle Tandem-Inst 33.47 36.14 34.184 29.436
FULVX Fidelity US Low Volatility Equity 10.27 282.247 11.106 9.289
FLRYX Nuveen LargeCap Select-I 31.41 35.05 34.739 26.989
PLFPX Principal LargeCap S&P 500 IxFd-R5 21.04 5806.809 23.463 18.24
PAGRX Permanent Portfolio Aggressive Growth-I 63.62 26.898 77.721 53.607
BIRKX BlackRock Sustain Advntg LgCp Core-K 17.47 1205.288 19.396 15.066
OMSOX Invesco Main Street AllCap-A 20.29 1133.69 22.995 17.712
ITHSX Hartford Capital Appreciation-R4 42.99 5899.346 47.261 36.544
IMSCX IMS Capital Value 23.8 38.124 28.73 19.54
RFNAX American Funds Fundamental Investr-R1 63.83 111559.524 69.55 54.15
SWANX Schwab Core Equity 18.18 1301.141 19.904 15.749
PCAOX Principal Capital Appreciation-R3 56.97 3316.172 61.5 49.324
AMEIX American Century Equity Growth-I 23.56 1713.118 27.601 21.015
PMYYX Putnam Multi-Cap Core-Y 30.64 2965.437 33.568 26.253
SWPPX Schwab S&P 500 IxFd 63.37 65838.894 69.989 54.531
TISAX TIAA-CREF S&P 500 IxFd-Adv 44.81 7251.603 49.844 38.815
PREIX TRPrice Equity Index 500-Inv 108.19 24696.424 120.403 93.711
RICEX American Funds Investmt Co of Amer-R4 43.64 109079.051 47.254 36.96
NBSRX Neuberger Berman Sustainable Equity-Inv 36.89 1347.603 41.289 32.142
RFNEX American Funds Fundamental Investr-R4 64.07 111559.324 69.383 54.22
TFFIX Touchstone Focused-I 55.68 1061.016 61.018 47.836
TACLX Touchstone LargeCap-A 16.35 282.659 17.619 14.159
POSKX PRIMECAP Odyssey Stock 33.96 5920.382 35.39 27.966
SBSPX Franklin S&P 500 Index Fund-A 31.8 332.196 35.426 27.581
PSTNX PIMCO StocksPLUS-I3 10.04 1764.851 11.397 8.65
REQTX Russell Inv Sustainable Equity-S 42.03 202.472 44.077 35.776
PSPNX PIMCO StocksPLUS Absolute Return-I3 9.48 1904.181 10.809 8.091
AWEIX CIBC Atlas Disciplined Equity-Inst 25.43 1470.528 28.746 22.572
VTCIX Vanguard Tax-Managed Capital Apprec-Inst 105.86 15057.526 117.677 91.581
RICAX American Funds Investmt Co of Amer-R1 43.32 109058.099 47.204 36.794
PEOPX BNY Mellon S&P 500 IxFd 46.74 1991.863 52.149 40.525
AWYIX CIBC Atlas Equity Income-Inst 48.76 314.477 54.364 44.186
DFQTX DFA US Core Equity 2-I 29.28 30503.612 31.014 24.686
JAMEX Jamestown Equity 25.92 43.561 28.365 22.326
TRPGX TIAA-CREF Growth & Income Prem 13.44 5339.376 15.193 11.599
ARTNX Artisan Select Equity-Inv 12.19 33.893 13.136 9.582
AEYGX American Century Equity Growth-R5 23.56 1713.118 27.61 21.015
MSTQX Morningstar US Equity 10.84 1487.291 11.52 9.116
VTSMX Vanguard Total Stock Market IxFd-Inv 100.43 283204.566 112.021 86.855
FSAEX Fidelity Series All-Sector Equity 9.48 2997.728 10.455 8.132
DESGX DWS ESG Core Equity-Inst 17.47 189.256 18.719 15.025
PAULX TRPrice US LargeCap Core-Adv 30.45 9011.982 33.305 26.711
FLCKX Fidelity Leveraged Company Stock-K 34.46 1982.787 38.68 29.684
SPXKX Shelton S&P 500 Index Fund-K 62.51 215.201 69.856 54.198
GRINX Victory Diversified Stock-R 17.77 273.205 19.411 15.367
AMFEX AAMA Equity 15.17 399.109 16.707 13.329
MRGBX MFS Core Equity-B 34.04 5818.764 37.355 29.826
RYSYX Rydex S&P 500-C 53.94 167.377 61.211 47.067
FUNFX American Funds Fundamental Investr-F3 64.23 111576.508 69.341 54.281
USBOX Pear Tree Quality-Ord 18.09 186.144 19.319 15.028
BRGNX iShares Russell 1000 LargeCap IxFd-Inst 26.54 834.187 29.604 22.966
CMNWX Principal Capital Appreciation-A 56.84 3316.233 61.223 49.167
MWMIX VanEck Morningstar Wide Moat-I 29.58 16.837 30.49 23.265
SAALX SA US Core Market-Sel\Disc 24.9 589.951 30.91 23.26
QTSSX Quantified Tactical Sectors-Inv 5.76 107.983 6.797 5.589
VSVCX Victory Special Value-C 21.24 40.515 23.332 18.436
VCGAX VALIC Company Growth & Income-I 25.85 550.339 28.49 22.27
LMISX Franklin US LargeCap Equity-IS 17.86 197.633 20.141 15.475
LMESX ClearBridge Appreciation-IS 27.61 6820.995 29.841 24.383
HAIAX Hartford Core Equity-A 40.74 9823.596 45.98 36.099
MDLRX BlackRock Advantage LargeCap Core-InvA 16.34 2868.079 18.379 14.147
FRDPX Franklin Rising Dividends-A 84.53 24961.54 88.641 73.053
JUSRX JPMorgan US Equity-R5 18.5 20743.31 20.656 16.026
SLGFX SEI LargeCap IxFd SIMT-F 14.42 1023.969 16.108 12.492
CLCQX Columbia Disciplined Core-Adv 12.03 4061.111 13.306 10.386
LMPIX ClearBridge Appreciation-FI 28.03 6818.718 30.396 24.789
BMPEX Beck Mack & Oliver Partners 18.32 52.964 20.572 15.174
LMTIX Franklin US LargeCap Equity-I 17.83 197.637 20.12 15.452
MNRMX Manor 30.33 7.875 31.878 26.119
FZROX Fidelity ZERO Total Market Index Fd 14.41 13407.712 16.029 12.445
GINDX Gotham Index Plus-Inst 20.13 473.248 21.095 17.027
FLSCX Fidelity Adv Leveraged Company Stock-C 33.87 1012.601 38.501 29.271
MRGJX MFS Core Equity-R4 40.96 5819.31 44.56 35.769
EVSRX Allspring Disciplined US Core-R6 18.42 893.263 20.445 15.988
WCEAX Delaware Ivy Core Equity-A 14.83 3555.819 16.121 12.824
MFRBX MFS Research-B 42.79 7469.722 47.381 37.796
VADAX Invesco Equally-Weighted S&P 500-A 68.65 6698.284 72.019 57.274
GCGVX Goldman Sachs US Equity ESG-C 15.13 22.796 16.74 12.7
RTDSX Russell Inv Multifactor US Equity-S 14.88 595.39 16.187 12.75
FQUAX AMG River Road LargeCap Value Select-N 15.18 35.383 15.712 12.715
JLPYX JPMorgan US LargeCap Core Plus-R6 16.15 1331.787 17.929 13.964
JHJIX JHancock ESG LargeCap Core-I 18.84 138.709 20.919 16.283
AQEAX Columbia Disciplined Core-A 11.85 4061.789 13.14 10.244
WSHCX American Funds Washington Mutual-C 52.36 153804.36 55.963 45.738
MNNAX Victory Munder MultiCap-A 43.53 396.17 47.174 37.356
MUIFX Nationwide-IS 24.77 1092.944 27.972 21.492
FZAKX Fidelity Adv Leveraged Company Stock-Z 44.35 1012.763 49.848 38.178
NMFAX Nationwide BNY Mellon Dynamic US Core-A 10.95 1156.846 12.635 9.612
BSPAX iShares S&P 500 IxFd-InvA 482.1 31245.769 537.094 417.796
FGTAX Fidelity Adv MegaCap Stock-A 18.08 1377.161 18.98 14.588
VPSPX Voya US Stock IxFd-P2 16.87 7110.351 18.959 14.767
MSOAX MainStay WMC Enduring Capital-A 31.34 632.777 32.79 26.763
DURPX DFA US Hi Relatv Profitability-Inst 18.07 4813.794 19.013 15.272
MSXAX MainStay MacKay S&P 500 IxFd-A 46.97 1136.543 52.417 40.732
MFRFX MFS Research-A 49.16 7471.337 54.027 43.3
MITDX MFS MA Investors Trust-R4 34.09 6216.959 37.284 29.781
MSSAX MassMutual Main Street-A 9.04 74.599 10.252 7.828
GCTRX Goldman Sachs US Tax-Managed Equity-R6 33.32 2523.04 36.863 28.831
STRSX Sterling Capital Special Opportunty-R6 27.44 509.503 30.667 23.834
MLVOX MFS Low Volatility Equity-R2 18.02 460.849 19.239 15.972
PSPCX PIMCO StocksPLUS-C 7.92 1764.156 9.047 6.842
QUERX AQR LargeCap Defensive Style-R6 25.52 4132.683 27.592 22.604
CAVYX SEI Catholic Values Equity SCVT-Y 12.95 323.551 14.203 10.86
SCPAX SEI LargeCap Disciplined Equity SIIT-A 9.18 1280.28 9.954 7.93
AFDRX American Century Sustainable Equity-R 40.51 4291.103 45.312 35.035
GSRIX Goldman Sachs Rising Dividend Grwth-Inv 12.17 487.058 12.41 10.182
FEFAX First Eagle of America-A 22.29 383.593 24.008 18.574
CHTYX Invesco Charter-Y 15.85 2946.151 17.87 13.699
MFRJX MFS Research-R4 49.12 7471.299 53.844 43.22
MCLRX BlackRock Advantage LargeCap Core-InvC 13 2869.542 14.709 11.282
AMINX Amana Income-Inst 55.64 1537.049 57.394 48.825
SOAVX Spirit of America LargeCap Value-A 23.43 129 26.503 20.229
CSXAX Calvert US LargCp Core Responsibl IxFd-A 35 3884.16 39.315 30.091
JDNRX Janus Henderson Growth & Income-R 65.45 6323.321 71.112 56.238
JHJAX JHancock ESG LargeCap Core-A 18.81 138.71 20.934 16.275
NSBAX Nuveen Dividend Growth-A 50.91 5731.601 54.086 44.474
NSGAX Columbia Select LargeCap Equity-A 16.44 1235.63 18.744 14.41
FCTDX Strategic Adv Fidelity US Total Stock 12.79 73716.188 14.003 10.954
RCLIX TRPrice US LargeCap Core-I 30.38 9015.113 33.122 26.618
SPINX SEI S&P 500 IxFd SIIT-A 18.76 4716.114 20.856 16.244
TLCYX Touchstone LargeCap-Y 16.35 282.834 17.581 14.151
DESAX DWS ESG Core Equity-A 17.51 189.253 18.804 15.07
NEFSX Natixis US Equity Opportunities-A 33.31 810.629 36.252 26.78
WFLLX Allspring LargeCap Core-Adm 14.93 425.836 16.115 12.759
GQLIX GMO Quality-I 24.71 7138.447 26.493 20.753
FEAIX First Eagle of America-I 23.5 383.619 25.189 19.526
WVAIX Weitz Value-Inst 46.72 801.953 52.776 39.783
BEQAX American Century Equity Growth-A 23.45 1713.149 27.579 20.943
JRSTX Janus Henderson US Managed Volatility-T 9.3 609.247 9.987 7.922
JADGX Janus Henderson Growth & Income-S 65.94 6323.02 71.438 56.61
IGIAX Integrity ESG Growth & Income-A 74.41 72.187 82.394 61.167
ISFIX VY Columbia Contrarian Core-I 17.14 50.591 19.316 14.88
FEAMX First Eagle of America-C 13.65 383.644 14.832 11.414
MXVIX Empower S&P 500 IxFd-Inv 27.61 3869.21 30.623 23.795
PBFDX Payson Total Return 25 264.74 27.524 21.987
MITTX MFS MA Investors Trust-A 33.64 6216.739 36.878 29.409
CCRZX Columbia Disciplined Core-Inst 11.95 4061.411 13.225 10.325
DLCIX Dana LargeCap Equity-Inst 21.09 103.21 23.643 17.997
GSCGX Goldman Sachs LargeCap Core-A 25.63 1118.829 28.167 21.863
JCPRX JPMorgan US LargeCap Core Plus-R5 16.16 1330.946 17.963 13.979
SSAQX State Street US Core Equity 59.5 5810.538 65.636 51.173
OGFAX JPMorgan Equity Index Fund-R6 62.09 7449.061 68.59 53.432
JLPCX JPMorgan US LargeCap Core Plus-C 12.28 1331.029 13.758 10.649
OGEAX JPMorgan Equity Index Fund-A 61.97 7448.051 68.701 53.397
RESGX Glenmede Responsible ESG US Equity 16.06 23.152 17.574 13.685
SFEPX Guggenheim StylePlus-Large Core-P 17.21 210.413 19.523 14.783
FINFX American Funds Fundamental Investr-F2 64.23 111576.508 69.401 54.298
GRGVX Goldman Sachs US Equity ESG-R 16.36 22.806 18.004 13.71
MFVZX MassMutual Equity Opportunity-I 16.47 641.177 17.129 14.29
SUWZX DWS Core Equity-R6 27.86 3808.629 30.58 23.939
PRFBX Putnam Research-B 33.17 402.521 36.59 28.777
TICHX TIAA-CREF Social Choice Equity-Adv 23.89 6216.895 25.889 20.221
EAMTX MFS MA Investors Tr-529A\DISC 33.54 6185.011 40.35 33.43
FLSAX Fidelity Adv Leveraged Company Stock-A 42.13 1012.767 47.525 36.31
FLRAX Nuveen LargeCap Select-A 31.02 35.051 34.385 26.676
TGIWX TIAA-CREF Growth & Income-W 13.4 5339.592 15.074 11.542
ALBAX Alger Growth & Income-A 55.45 302.842 60.51 48.368
MMIZX MM S&P 500 IxFd-I 14.02 2492.462 15.5 12.069
WDIVX Westfield Capital Dividend Growth\DISC 12.55 143.47 14.31 12.53
MNNCX Victory Munder MultiCap-C 29.7 396.097 32.429 25.565
SBPLX ClearBridge Dividend Strategy-C 26.84 7156.054 28.94 23.333
RFNBX American Funds Fundamental Investr-R2 63.74 111559.663 69.454 54.072
SPIDX Invesco S&P 500 Index Fund-Y 44.01 2158.426 49.015 38.128
SHRAX ClearBridge Aggressive Growth-A 105.39 4450.103 122.041 91.091
CORRX Columbia Contrarian Core-Adv 27.22 10618.984 30.695 23.639
TADGX TRPrice Dividend Growth-Adv 66.17 21345.515 69.2 57.717
VADCX Invesco Equally-Weighted S&P 500-C 64.41 6697.932 68.005 53.877
MITJX MFS MA Investors Trust-R6 32.25 6216.026 35.243 28.163
DHANX Centre American Select Equity-Inst 14.53 374.07 16.555 12.879
QCERX AQR LargeCap Multi-Style-R6 16.57 978.318 18.147 14.372
MLVMX MFS Low Volatility Equity-R1 17.9 460.843 19.178 15.883
DESUX DWS ESG Core Equity-R6 17.42 189.258 18.658 14.976
JRSDX Janus Henderson US Managed Volatility-D 9.29 608.592 9.964 7.911
VSTIX VALIC Company Stock Index Fund-I 47.68 5218.767 53.1 41.33
QAACX Federated Hermes MDT AllCap Core-A 33.58 481.635 34.76 27.55
FWOAX Fidelity Adv Women's Leadership-A 13.77 132.947 14.676 11.403
AUUYX AB Select US Equity-Adv 16.74 213.649 18.546 14.957
VGIAX Vanguard Growth & Income-Admr 84.26 10919.506 93.322 73.367
TLWCX TIAA-CREF Social Choice LowCarbn Eq-Inv 17.79 1136.641 19.362 14.959
PNRAX Putnam Research-A 37.34 402.641 40.878 32.309
VSTSX Vanguard Total Stock Market IxFd-InstSel 197.73 283202.741 220.313 170.936
RYSOX Rydex S&P 500-A 63.53 167.409 71.625 55.308
LCILX ClearBridge Sustainability Leaders-IS 22.51 146.645 24.821 19.173
MLVAX MFS Low Volatility Equity-A 17.92 460.843 19.089 15.87
PSPAX PIMCO StocksPLUS-A 8.79 1764.847 10.003 7.576
PTEZX PGIM Quant Solutions LargeCap Core Eq-Z 16.85 707.715 18.869 14.736
HESAX Horizon ESG Defensive Core-Adv 30.95 190.255 35.623 28.558
LEVIX Lazard US Equity Concentrated-Inst 16.15 1317.015 17.848 13.861
PIODX Pioneer-A 31.73 6952.614 36.156 26.945
MXKWX Empower S&P 500 IxFd-Inst 8.2 3868.366 9.075 7.068
CICFX American Funds Investmt Co of Amer-529F 43.57 109079.673 47.115 36.886
PSIAX PGIM Quant Solutions Stock IxFd-A 35.42 681.364 39.516 30.711
NRARX Neuberger Berman Sustainable Equity-R3 36.8 1347.612 41.374 32.108
BQLCX Bright Rock Quality LargeCap-Inst 18.6 317.013 19.345 15.989
MITBX MFS MA Investors Trust-B 32.03 6215.934 35.379 28.072
JENIX Jensen Quality Growth-I 56.4 10416.46 61.718 50.086
NRSRX Neuberger Berman Sustainable Equity-R6 36.75 1347.619 41.027 31.991
FFICX American Funds Investmt Co of Amer-F3 43.78 109076.991 47.276 37.039
JEQIX Johnson Equity Income 32.09 579.828 33.251 28.101
GQLOX GMO Quality-VI 24.77 7138.343 26.512 20.798
GALPX Goldman Sachs US Equity ESG-P 16.48 22.804 18.02 13.783
RUSTX Russell Inv US Strategic Equity-M 13.51 3145.574 15.218 11.577
FTGRX Fidelity Adv MegaCap Stock-M 18.09 1377.157 19.044 14.608
HGITX Hartford Core Equity-R5 41.2 9825.953 46.383 36.483
JLCWX JHancock Fundamental LargeCap Core-R6 59.38 4981.733 68.062 50.962
AFICX American Funds Fundamental Investr-C 63.83 111559.524 69.548 54.149
DESCX DWS ESG Core Equity-C 16.8 189.294 18.16 14.497
RSESX Russell Inv US Strategic Equity-S 13.53 3145.495 15.255 11.604
SAPCX ClearBridge Appreciation-C 26.52 6818 28.948 23.517
SLYCX SEI LargeCap SIMT-Y 13.57 1762.824 14.651 11.508
SAGCX ClearBridge Aggressive Growth-C 54.43 4449.168 63.413 47.264
AFDGX American Century Sustainable Equity-R5 41.16 4290.971 45.756 35.509
LAMHX Lord Abbett Dividend Growth-R6 17.81 3607.202 18.925 15.58
PACOX TRPrice US Equity Research-Adv 38.94 12152.044 43.625 33.734
CWMAX American Funds Washington Mutual-529A 53.11 153810.811 56.423 46.278
SUSTX Lazard US Sustainable Equity-Inst 12.96 13.277 14.137 11.246
VELIX VELA LargeCap Plus-I 13.95 46.679 14.981 12.525
SSVSX Victory Special Value-A 26.56 40.518 28.979 22.981
ADGAX AB Core Opportunities-A 18.92 169.72 20.433 16.23
JLCAX JPMorgan US LargeCap Core Plus-A 15.17 1330.982 16.914 13.134
MUOAX Morgan Stanley Inst US Core-A 21.03 254.604 23.288 18.361
NWFAX Nationwide-A 25.52 1093.246 28.882 22.154
MUEAX MFS Blended Research Core Equity-A 27.08 1038.721 29.525 23.705
MUXAX Victory S&P 500 IxFd-A 21.73 226.279 24.101 18.724
ARSQX Aristotle Value Equity-I 18.15 709.019 19.388 15.511
LAMTX Lord Abbett Dividend Growth-R5 17.68 3607.197 18.797 15.471
PQSIX PGIM Quant Solutions Stock IxFd-R6 35.72 681.316 39.726 30.933
TRULX TRPrice US LargeCap Core-Inv 30.43 9011.997 33.19 26.667
FSUVX Fidelity SAI US Low Volatility Index Fd 16.87 7878.712 18.076 15.01
IFPUX Independent Franchise Partners US Equity 18.05 1779.614 19.004 15.036
PXLIX Pax LargeCap-Inst 12.58 1355.784 14.031 10.717
HGIFX Hartford Core Equity-F 40.86 9826.013 45.952 36.165
TLCIX Touchstone LargeCap-I 16.36 282.832 17.572 14.148
ICAFX American Funds Investmt Co of Amer-F2 43.77 109077.03 47.306 37.049
TNWCX TIAA-CREF Social Choice LowCarbn Eq-Inst 17.86 1135.973 19.388 15.007
CLXRX Columbia LargeCap Index Fund-Inst2 49.04 2951.316 53.828 41.903
SEHAX SEI US Equity Factor Allocation SIIT-A 11.08 915.173 11.995 9.505
AICCX American Funds Investmt Co of Amer-C 43.19 109059.497 47.052 36.673
GIRGX Goldman Sachs US Equity ESG-Inv 16.5 22.804 18.065 13.808
JENYX Jensen Quality Growth-Y 56.39 10416.473 61.648 50.062
FDFIX Fidelity Flex 500 Index Fd 17.54 2963.857 19.482 15.177
RTMTX Russell Inv Tax-Managed US LargeCap-M 61.61 6493.571 67.53 52.338
PTOPX PIMCO StocksPLUS Absolute Return-I2 9.47 1904.199 10.794 8.079
TCCHX TIAA-CREF Social Choice LowCarbn Eq-Adv 17.84 1135.98 19.381 14.996
VLCAX Vanguard LargeCap IxFd-Admr 94.48 25910.196 106.069 81.949
SECEX Guggenheim StylePlus-Large Core-A 17.58 210.376 19.913 15.096
HAITX Hartford Core Equity-R6 41.38 9825.93 46.544 36.626
PLFSX Principal LargeCap S&P 500 IxFd-R4 20.79 5807.375 23.202 18.033
MFRKX MFS Research-R6 48.98 7471.262 53.654 43.086
IGIVX Integrity ESG Growth & Income-I 74.52 72.186 82.322 61.215
OEICX JPMorgan Equity Index Fund-C 61.28 7446.807 68.291 52.907
EAERX Eaton Vance Stock-A 18.34 74.481 20.442 16.366
PXGAX Pax US Sustainable Economy-A 20.54 250.763 22.527 17.355
DFUSX DFA US Large Company-I 28.03 10063.779 31.163 24.267
BIRCX BlackRock Sustain Advntg LgCp Core-InvC 17.14 1204.793 19.21 14.839
GDEIX Goldman Sachs Defensive Equity-Inst/disc 42.32 24.397 42.32 8.801
SCRLX Touchstone LargeCap Focused-I 51.45 2664.698 56.749 44.169
SXPAX DWS S&P 500 Index Fund-A 37.1 1087.271 41.4 32.167
MIGCX Invesco Main Street-C 41.85 9040.52 47.474 36.221
GEQZX GuideStone Equity IxFd-Inv 43.23 3246.577 47.974 37.275
JUEAX JPMorgan US Equity-A 18.36 20745.883 20.57 15.922
JPFAX JPMorgan Equity Focus-A 30.09 214.036 34.051 26.364
FRDAX Franklin Rising Dividends-Adv 84.44 24964.518 88.355 72.907
HCAFX Hartford Capital Appreciation-F 35.4 5900.614 38.783 30.05
NUEIX Northern US Quality ESG-I 15.71 361.525 17.126 13.45
BOPAX Sterling Capital Special Opportunty-A 25.38 509.445 28.46 22.072
IPLIX Voya Index Plus LargeCap-I 22.63 759.146 24.962 19.59
JNGIX Janus Henderson Growth & Income-D 66.11 6322.919 71.365 56.682
PLFMX Principal LargeCap S&P 500 IxFd-R3 20.72 5807.526 23.161 17.98
FLCPX Fidelity SAI US LargeCap Index Fd 18.02 11431.438 20.017 15.601
FWMNX Fidelity Adv Women's Leadership-I 13.8 132.847 14.676 11.419
BKTSX iShares Total US Stock Market IxFd-K 19.09 2743.672 21.201 16.511
IIVGX Voya Growth & Income-I 18.15 1865.076 19.825 15.586
LDPAX AXS Thomson Reuters Prvt Eq Rtrn Trckr-A 10.25 13.718 13.72 8.78
GAGVX Goldman Sachs US Equity ESG-A 16.27 22.807 17.858 13.625
CDGIX Crawford LargeCap Dividend-I 13.44 57.593 13.929 11.52
RSIPX Columbia Disciplined Core-Inst2 11.88 4058.22 13.145 10.265
NUESX Northern US Quality ESG-K 15.72 361.286 17.133 13.46
CSXRX Calvert US LargCp Core Responsbl IxFd-R6 35.91 3884.061 40.235 30.843
FLSTX Fidelity Adv Leveraged Company Stock-M 39.55 1012.591 44.731 34.124
BRGAX iShares Russell 1000 LargeCap IxFd-InvA 26.36 833.92 29.475 22.838
REUYX Russell Inv Sustainable Equity-Y 41.86 202.482 43.843 35.622
GTLOX Glenmede Quant US LargeCap Core Eq-Adv 22.09 884.192 24.202 18.698
JDEAX JPMorgan US Research Enhanced Equity-A 31.22 7005.143 34.558 26.904
AIVSX American Funds Investmt Co of Amer-A 43.8 109076.89 47.417 37.097
SLGAX SEI LargeCap SIMT-F 13.56 1762.827 14.68 11.515
NSBRX Nuveen Dividend Growth-I 50.83 5731.642 53.897 44.367
CHRRX Invesco Charter-R 15.59 2944.935 17.665 13.501
CHTRX Invesco Charter-A 15.77 2944.464 17.823 13.65
SLCAX SEI LargeCap SIIT-A 13.53 755.584 14.494 11.557
CWMFX American Funds Washington Mutual-529F1 52.92 153838.435 56.132 46.078
JIIGX JPMorgan US Sustainable Leaders-R6 54.62 180.466 60.332 45.987
VPMAX Vanguard PRIMECAP-Admr 140.67 60185.659 151.012 117.672
VTCLX Vanguard Tax-Managed Capital Apprec-Admr 213.08 15058.875 236.903 184.331
SHAPX ClearBridge Appreciation-A 27.74 6818.575 30.078 24.541
AFDAX American Century Sustainable Equity-A 40.86 4289.973 45.609 35.317
GDEUX Goldman Sachs US Equity ESG-R6 16.48 22.804 18.032 13.785
AFNAX AAM/Bahl & Gaynor Income Growth-A 22.45 2009.392 22.913 19.025
ADGYX AB Core Opportunities-Adv 19.94 169.796 21.467 17.061
MRGAX MFS Core Equity-A 40.5 5819.445 44.153 35.402
FRISX Franklin Rising Dividends-R6 84.43 24964.516 88.273 72.875
TEWCX TIAA-CREF Social Choice LowCarbn Eq-Ret 17.78 1136.645 19.334 14.944
BEEHX The BeeHive 18.62 144.84 20.833 16.161
DTCYX BNY Mellon Sustainable US Equity-Y 14.59 396.184 16.706 12.876
JUEMX JPMorgan US Equity-R6 18.55 20742.238 20.699 16.062
LDPIX AXS Thomson Reuters Prvt Eq Rtrn Trckr-I 10.46 13.711 13.96 8.95
HIAGX Hartford Disciplined Equity HLS-IA 16.62 2651.505 18.762 14.724
JHLVX JHancock Fundamental LargeCap Core-C 46.72 4980.352 54.118 40.241
CCQYX Columbia Disciplined Core-Inst3 11.96 4057.944 13.226 10.328
COFYX Columbia Contrarian Core-Inst3 27.21 10619.029 30.647 23.618
NYVBX Davis NY Venture-B 19.38 6221.484 21.847 15.458
BITSX iShares Total US Stock Market IxFd-Inst 19.09 2743.672 21.211 16.515
RWMEX American Funds Washington Mutual-R4 52.9 153808.87 56.207 46.098
FMIQX FMI LargeCap-Inst 14.63 1879.077 15.644 12.151
QCENX AQR LargeCap Multi-Style-N 16.77 977.616 18.434 14.565
JPFSX JPMorgan Equity Focus-I 30.88 214.012 34.872 27.038
VADFX Invesco Equally-Weighted S&P 500-R6 69.85 6699.062 73.057 58.207
RPEAX Davis Opportunity-A 36.02 509.164 38.453 29.299
DFUEX DFA US Social Core Equity 2 21.18 1517.14 22.617 17.63
BIRIX BlackRock Sustain Advntg LgCp Core-Inst 17.45 1204.605 19.386 15.05
JHJRX JHancock ESG LargeCap Core-R6 18.85 138.709 20.905 16.284
MFVAX MassMutual Equity Opportunity-A 14.43 641.126 15.072 12.535
LRMAX Lord Abbett Dividend Growth-F3 17.81 3607.202 18.925 15.59
GLDNX Great Lakes Disciplined Equity\Disc 9.21 11.344 10.72 8.243
DTCAX BNY Mellon Sustainable US Equity-A 14.06 396.035 16.138 12.414
NYVTX Davis NY Venture-A 24.95 6221.432 27.906 19.841
MUIGX Nationwide BNY Mellon Dynamic US Core-R6 12.04 1155.887 13.855 10.565
GNNDX Gotham Index Plus-Inv 20.05 473.274 21.054 16.977
WPVIX Weitz Partners Value-Inst 28.73 403.441 32.238 24.468
SUWAX DWS Core Equity-A 27.39 3808.935 30.143 23.562
SENCX Touchstone LargeCap Focused-A 51.42 2665.227 56.865 44.182
SUPAX DWS Equity Sector Strategy-A 13.51 73.84 14.745 11.682
CFNAX American Funds Fundamental Investr-529A 64.12 111576.499 69.434 54.262
SPIAX Invesco S&P 500 Index Fund-A 43.34 2158.215 48.364 37.579
CISIX Calvert US LargCp Core Responsibl IxFd-I 35.96 3884.004 40.309 30.886
CZOVX Zacks AllCap Core-Inst 25.92 53.325 29.119 23.001
LSIFX ClearBridge Aggressive Growth-IS 135.14 4450.106 155.935 116.489
GALLX Goldman Sachs Flexible Cap-A 14.4 43.407 15.572 12.294
FTRIX Fidelity Adv MegaCap Stock-I 18.42 1377.785 19.286 14.848
BIRAX BlackRock Sustain Advntg LgCp Core-InvA 17.37 1204.653 19.347 14.993
LCBOX ClearBridge Dividend Strategy-1 27.37 7159.226 29.247 23.715
DLCFX Destinations LargeCap Equity-I 13.06 4560.839 14.282 11.147
RICGX American Funds Investmt Co of Amer-R6 43.79 109076.951 47.276 37.049
GSPTX Goldman Sachs LargeCap Core Inv 26.4 1118.457 28.951 22.502
VFFSX Vanguard 500 IxFd-InstSel 201.17 281664.15 223.493 174.146
MIEAX MM S&P 500 IxFd-R4 13.35 2492.378 14.821 11.51
CERPX Pioneer Core Equity-R 19.28 1797.145 21.501 16.079
MSEJX MM Equity Asset-I 6.99 350.041 7.725 6.025
HNLVX Harbor LargeCap Value-Ret 19.86 2119.916 21.182 16.967
BOPCX Sterling Capital Special Opportunty-C 18.61 509.426 21.016 16.22
WFIOX Allspring Index Fund-Adm 42.66 1089.127 47.49 36.965
JDEUX JPMorgan US Research Enhanced Equity-R6 31.6 7003.729 34.864 27.2
HCACX Hartford Capital Appreciation-C 22.01 5899.01 24.352 18.764
SDYAX SEI Dynamic Asset Allocation SIMT-F 14.36 691.842 16.146 12.631
CICAX American Funds Investmt Co of Amer-529A 43.65 109078.735 47.272 36.981
ACLEX American Century NT Equity Growth-G\DISC 9.66 1003.954 11.61 9.47
GTLIX Glenmede Quant US LargeCap Core Eq-Inst 22.09 884.192 24.163 18.684
SDLAX SEI Dynamic Asset Allocation SIIT-A 18.88 1803.029 21.121 16.568
GQETX GMO Quality-III 24.77 7138.343 26.529 20.801
ECTMX Eaton Vance Dividend Builder-C 14.26 884.866 15.389 12.396
JFCAX JHancock Fundamental AllCap Core-A 25.57 247.879 27.887 21.29
AWSHX American Funds Washington Mutual-A 53.27 153812.332 56.577 46.413
GCAEX Gabelli Equity Income-A 8.99 562.053 9.083 7.607
ITHAX Hartford Capital Appreciation-A 35.17 5900.717 38.642 29.888
GCIEX Gabelli Equity Income-I 10.65 561.721 10.76 9.007
UIGIX USAA Growth & Income-Inst 20.1 1637.981 21.99 17.376
EVSAX Allspring Disciplined US Core-A 17.8 893.079 19.829 15.474
JRSSX Janus Henderson US Managed Volatility-S 9.49 609.233 10.207 8.085
LDPCX AXS Thomson Reuters Prvt Eq Rtrn Trckr-C 9.92 13.708 13.36 8.52
PDGIX TRPrice Dividend Growth-I 66.24 21345.508 69.043 57.705
LCISX ClearBridge Sustainability Leaders-I 22.46 146.648 24.781 19.139
PFESX PFG BR Equity ESG Strategy-R 11.08 122.522 12.461 9.321
SPISX Invesco S&P 500 Index Fund-R6 44.06 2158.403 49.031 38.157
SOPAX ClearBridge Dividend Strategy-A 27.35 7159.191 29.294 23.711
PFFSX PFG Fidelity Inst'l AM & Eq Sect Strat-R 11.85 283.132 12.374 10.11
NYVCX Davis NY Venture-C 20.57 6221.911 23.189 16.408
GCTAX Goldman Sachs US Tax-Managed Equity-A 32.77 2522.877 36.351 28.382
TAGRX JHancock Fundamental LargeCap Core-A 55.88 4981.054 64.261 48.02
VFTAX Vanguard FTSE Social IxFd-Admr 37.94 12951.691 43.516 32.748
BUIDX Buffalo Dividend Focus-Inst 24.5 121.245 25.606 21.424
AFYDX American Century Sustainable Equity-Y 41.17 4290.984 45.708 35.507
JICAX JPMorgan US Sustainable Leaders-A 54.16 180.425 60.018 45.65
JFCIX JHancock Fundamental AllCap Core-I 26.29 247.817 28.591 21.852
FWOZX Fidelity Adv Women's Leadership-Z 13.85 132.939 14.717 11.452
VFIAX Vanguard 500 IxFd-Admr 379.59 281659.953 421.827 328.634
SRVEX Victory Diversified Stock-A 18.39 273.255 20.035 15.877
FCUIX Fiera Capital US Eqty LngTrm Qualty-Inst 14.96 89.655 16.029 12.733
FGRCX Fidelity Adv MegaCap Stock-C 17.67 1376.537 18.703 14.304
TPWCX TIAA-CREF Social Choice LowCarbn Eq-Perm 17.9 1136.598 19.446 15.04
BRGKX iShares Russell 1000 LargeCap IxFd-K 26.42 833.905 29.46 22.862
TLATX Transamerica Large Core-I3 10.32 170.162 11.296 8.898
EVSIX Allspring Disciplined US Core-Inst 18.19 893.38 20.203 15.793
CHTCX Invesco Charter-C 14.1 2944.94 16.034 12.23
ANCFX American Funds Fundamental Investr-A 64.26 111576.57 69.555 54.366
BCAMX Boston Common ESG Impact US Equity 52.77 52.655 58.328 45.223
FCEUX Franklin US Core Equity-Adv 12.68 1854.196 13.987 11.155
USRTX Horizon US Defensive Equity-Adv 25.43 157.439 27.626 22.519
CECFX Columbia LargeCap Enhanced Core-Adv 22.06 379.39 24.333 19.092
GATAX Gabelli Asset-A 49.58 1878.393 51.378 41.357
QUAGX CCM Core Impact Equity-Adv 32.96 73.01 37.335 28.84
MRGKX MFS Core Equity-R6 43.56 5821.141 47.346 38.024
FGLGX Fidelity Series LargeCap Stock 17.88 14946.481 18.496 14.63
ICIEX Delaware Ivy Core Equity-I 17.83 3555.801 19.343 15.403
GOWLX Green Owl Intrinsic Value\Disc 16.09 68.47 20.057 14.802
GCTIX Goldman Sachs US Tax-Managed Equity-Inst 33.62 2522.71 37.196 29.094
EVTMX Eaton Vance Dividend Builder-A 14.13 884.86 15.14 12.244
DHAMX Centre American Select Equity-Inv 14.15 374.069 16.177 12.557
VTSAX Vanguard Total Stock Market IxFd-Admr 100.45 283203.699 111.95 86.854
SICWX Touchstone LargeCap Focused-Y 51.36 2665.25 56.658 44.086
FZALX Fidelity Adv MegaCap Stock-Z 18.27 1377.847 19.108 14.722
RTDYX Russell Inv Multifactor US Equity-Y 14.88 595.39 16.162 12.745
DFELX DFA Enhanced US Large Company-I 10.93 240.349 12.49 9.411
PSIFX PGIM Quant Solutions Stock IxFd-Z 35.71 681.511 39.745 30.933
NSBCX Nuveen Dividend Growth-C 50.88 5730.513 54.41 44.565
NSGCX Columbia Select LargeCap Equity-C 14.57 1235.167 16.736 12.81
PJDZX PGIM Jennison Rising Dividend-Z 15.47 205.589 17.476 14.519
PCCOX TRPrice US Equity Research-I 39 12151.932 43.533 33.753
HGIIX Hartford Core Equity-I 40.84 9826.022 45.975 36.157
MWMZX VanEck Morningstar Wide Moat-Z 29.14 16.842 30.03 22.9
EIERX Eaton Vance Stock-I 18.36 74.522 20.412 16.365
PRUIX TRPrice Equity Index 500-I 108.19 24696.424 120.238 93.663
BASMX iShares Total US Stock Market IxFd-InvA 19.07 2745.165 21.234 16.507
LCIAX SEI LargeCap IxFd SIIT-A 174.86 1710.309 194.984 151.325
GABIX Gabelli Asset-I 50.19 1878.491 51.905 41.832
IGIUX Integrity ESG Growth & Income-C 72.17 72.171 80.514 59.474
OMSCX Invesco Main Street AllCap-C 17.41 1133.482 19.867 15.238
LCCAX Columbia Contrarian Core-A 26.22 10622.744 29.618 22.785
CAVAX SEI Catholic Values Equity SCVT-F 12.97 323.548 14.238 10.881
JHJCX JHancock ESG LargeCap Core-C 18.26 138.654 20.48 15.84
AVUSX Avantis US Equity-Inst 13.97 410.824 14.932 11.851
CVAAX Calamos Select-A 16.11 43.443 18.178 14.313
GSSQX Goldman Sachs US Equity Insights-A 50.26 960.891 56.471 44.11
FWMIX American Funds Washington Mutual-F3 53.25 153840.848 56.404 46.337
STLYX SEI Tax-Managed LargeCap SIMT-Y 31.7 3985.926 33.682 26.829
FITLX Fidelity US Sustainability Index Fd 17.91 2152.836 20.108 15.367
MUEVX MFS Blended Research Core Equity-R6 27.67 1038.984 30.078 24.185
LAMAX Lord Abbett Dividend Growth-A 17.46 3607.201 18.595 15.289
BADUX BlackRock Defensive Advntg US-InvA 9.89 5.892 10.53 8.818
FWOMX Fidelity Women's Leadership 13.81 132.846 14.699 11.429
MIEZX MM S&P 500 IxFd-R5 14.13 2493.973 15.632 12.168
CLEYX Columbia Select LargeCap Equity-Inst3 15.96 1235.722 18.134 13.974
PTMAX PGIM Quant Solutions LargeCap Core Eq-A 16.23 707.422 18.233 14.208
PTOAX PIMCO StocksPLUS Absolute Return-A 9.37 1904.396 10.708 8.007
PAXLX Pax LargeCap Individual-Inv 12.54 1356.891 14.009 10.681
FAPYX Fidelity Adv Risk Parity- I 9.48 7.091 10.216 8.407
GATCX Gabelli Asset C 43.15 1878.514 44.999 36.086
FAPWX Fidelity Adv Risk Parity-M 9.48 7.091 10.232 8.418
FAPVX Fidelity Adv Risk Parity-C 9.47 7.084 10.257 8.43
FAPZX Fidelity Adv Risk Parity-Z 9.48 7.091 10.216 8.407
GCCEX Gabelli Equity Income C 3.61 561.748 3.671 3.056
FAPUX Fidelity Adv Risk Parity- A 9.48 7.091 10.229 8.417
VADGX Vanguard Advice Select Dividend Gr Admrl 24.72 256.304 25.635 21.672
FSEBX Fidelity Sustainable US Equity Fund 9.66 17.546 10.496 8.08
MXETX Empower Core Strategies US Eq Inv 10.18 350.08 10.9 8.7
ISIVX Voya US Stock Index Port A 16.08 4398.169 17.987 13.96
MYSPX MainStay S&P 500 Index Inv 46.89 1136.557 52.399 40.683
IRLIX Voya Russell Large Cap Index Port A 27.34 2085.903 31.149 23.92
MCSSX MainStay WMC Enduring Capital Inv 31.33 632.778 32.829 26.773
BIDUX BlackRock Defensive Advantage US Instl 9.9 5.892 10.52 8.816
JUEZX JPMorgan US Equity-R2 18.11 20750.62 20.329 15.721
SPFFX Sphere 500 Climate 18.51 3.386 21.069 16.313
FIDJX Fidelity SAI Sustainable Sector Fund 9.47 8.289 9.897 8.094
FIDEX Fidelity SAI Sustainable US Equity Fund 9.54 5.179 9.8 7.949
FIDHX Fidelity SAI Sustainable Future Fund 9.37 4.201 9.803 8.129