| PFJDX PFG JP Morgan Tactical Moderate Strategy Fund |
5.60 % |
- |
1 |
30%
|
| PFLEX PIMCO Flexible Credit Income Fund |
10.55 % |
- |
13 |
4%
|
| PFOAX PIMCO International Bond Fund (U.S. Dollar-Hedged) Class A |
3.72 % |
- |
12 |
26%
|
| PFORX PIMCO International Bond Fund (U.S. Dollar-Hedged) Class INSTL |
4.15 % |
- |
12 |
22%
|
| PFPFX Poplar Forest Partners Fund Class A |
7.73 % |
- |
1 |
30%
|
| PFPLX Parnassus Fixed Income Fund - Institutional Shares |
- |
- |
12 |
4%
|
| PFPMX Parnassus Mid Cap Fund Institutional Shares |
10.10 % |
26.76 |
2 |
30%
|
| PFPRX Parnassus Mid Cap Growth Fund |
15.90 % |
37.29 |
1 |
30%
|
| PFPWX Parnassus Value Equity Fund |
10.70 % |
22.30 |
2 |
30%
|
| PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund |
15.57 % |
- |
1 |
-
|
| PFSLX Paradigm Select Fund |
0.09 % |
34.08 |
1 |
30%
|
| PFSMX PFG MFS Aggressive Growth Strategy Fund |
8.80 % |
- |
1 |
30%
|
| PFTEX PFG Meeder Tactical Strategy Fund |
8.52 % |
- |
1 |
30%
|
| PFTSX PFG Janus Henderson Tactical Inc Stgy R |
1.70 % |
- |
1 |
30%
|
| PGEOX George Putnam Balanced Class A |
7.59 % |
28.82 |
4 |
30%
|
| PGFIX Virtus Silvant Focused Growth Fund Instl |
5.23 % |
34.84 |
1 |
30%
|
| PGGFX American Funds Global Growth Portfolio Class F-1 |
4.96 % |
24.82 |
1 |
30%
|
| PGIIX Polen Capital Global Growth Fund- Institutional Class |
22.51 % |
- |
1 |
-
|
| PGINX Impax Global Environmental Markets Fund |
19.43 % |
- |
2 |
30%
|
| PGIRX Polen Global Growth Fund |
23.35 % |
- |
1 |
-
|
| PGIUX Virtus Duff & Phelps Global Infrastructure Fund Class I |
8.65 % |
22.34 |
4 |
26%
|
| PGJZX PGIM Jennison Global Infrastructure Fund Class Z |
7.09 % |
23.23 |
4 |
30%
|
| PGLOX T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund |
53.27 % |
19.21 |
1 |
30%
|
| PGOYX Putnam Large Cap Growth Y |
4.85 % |
37.81 |
1 |
30%
|
| PGRNX Impax Global Environmental Markets Fund – Investor Class |
19.79 % |
- |
2 |
30%
|
| PGROX BNY Mellon Worldwide Growth Fund, Inc. Class A |
16.40 % |
30.05 |
3 |
30%
|
| PGSGX JPMorgan Small Cap Growth Fund Class A |
6.56 % |
- |
1 |
-
|
| PGTAX Putnam Global Technology A |
7.90 % |
35.20 |
1 |
30%
|
| PGUAX Virtus Duff & Phelps Global Infrastructure Fund |
8.46 % |
22.01 |
4 |
28%
|
| PGUCX Virtus Duff & Phelps Global Infrastructure Fund Class C |
7.69 % |
20.41 |
3 |
30%
|
| PGWAX Virtus Silvant Focused Growth Fund CL A |
4.58 % |
34.55 |
1 |
30%
|
| PHIYX PIMCO High Yield Fund |
6.65 % |
- |
12 |
7%
|
| PHMIX PIMCO Fds, High Yield Municipal Bond Fund Insti Class |
4.98 % |
- |
12 |
0%
|
| PHSIX PIMCO High Yield Spectrum Fd Inst Cl |
6.77 % |
- |
12 |
7%
|
| PHSKX Virtus KAR Mid-Cap Growth Fund A |
50.17 % |
- |
1 |
-
|
| PHYQX PGIM High Yield Fund |
7.36 % |
- |
13 |
0%
|
| PHYZX PGIM High Yield Fund Class Z |
7.22 % |
- |
13 |
2%
|
| PICYX Victory Pioneer Bond Y |
4.57 % |
- |
12 |
7%
|
| PIEFX Federated Hermes Emerging Markets Equity Fund Class IS |
1.27 % |
- |
1 |
-
|
| PIEQX T. Rowe Price International Eq Index |
2.90 % |
19.31 |
1 |
22%
|
| PIGDX Federated Hermes International Growth Fund Class IS |
284.09 % |
- |
1 |
30%
|
| PIMIX PIMCO Income Fund |
5.72 % |
- |
12 |
8%
|
| PINCX Putnam Income Fund Class A |
4.76 % |
20.40 |
12 |
20%
|
| PIPAX PIMCO International Stocks PLUS BndAlpha Fd (DH);A |
12.84 % |
- |
2 |
21%
|
| PIREX Principal Real Estate Securities Fund |
2.36 % |
35.10 |
4 |
11%
|
| PIRMX PIMCO Inflation Response Multi-Asset Fd Insti |
8.92 % |
- |
2 |
22%
|
| PISIX PIMCO International Stocks PLUS BndAlpha Fd (DH);Institutional |
11.63 % |
- |
2 |
20%
|
| PIXAX PIMCO RAE PLUS Fund Class A |
7.73 % |
- |
5 |
24%
|
| PJEZX PGIM US Real Estate Fund Class Z |
1.70 % |
41.88 |
5 |
0%
|
| PJFZX PGIM Jennison Growth Fund Class Z |
10.15 % |
36.11 |
1 |
30%
|
| PJGQX PGIM Jennison Mid-Cap Growth R6 |
7.11 % |
39.72 |
1 |
30%
|
| PJGZX PGIM Jennison Focused Value Z |
7.38 % |
23.72 |
1 |
30%
|
| PJIAX PGIM Jennison Focused Value A |
7.74 % |
23.60 |
1 |
30%
|
| PJIZX PGIM Quant Solutions International Equity Fund;Z |
8.76 % |
14.50 |
1 |
30%
|
| PJLXX JPMorgan Liquid Assets Money Market Fund Premier Shares |
- |
- |
- |
-
|
| PJOQX PGIM Jennison Focused Value Fund Class R6 |
7.38 % |
23.60 |
1 |
30%
|
| PJTXX JPMorgan US Treasury Plus Money Market Fund Premier Shares |
- |
- |
- |
-
|
| PKSAX Virtus KAR Small-Cap Core Fund A |
15.59 % |
- |
1 |
30%
|
| PKSCX Virtus KAR Small-Cap Core Fund Class C |
22.38 % |
- |
1 |
30%
|
| PKSFX Virtus KAR Small-Cap Core Fund Class I |
14.14 % |
- |
1 |
30%
|
| PLBBX Plumb Balanced Fund |
8.52 % |
35.94 |
1 |
30%
|
| PLBEX Plumb Equity Fund |
4.30 % |
40.51 |
1 |
-
|
| PLCIX Voya Large-Cap Growth Fund;I |
11.44 % |
35.16 |
1 |
30%
|
| PLFDX Aristotle Floating Rate Income Fund Class I-2 |
6.73 % |
- |
12 |
20%
|
| PLFLX Aristotle Floating Rate Income Fund Class A |
6.48 % |
- |
12 |
22%
|
| PLFMX Principal LargeCap S&P 500 Index Fund |
0.33 % |
27.09 |
1 |
-6%
|
| PLFRX Aristotle Floating Rate Income Fund Class I |
6.81 % |
- |
12 |
20%
|
| PLHHX Principal LifeTime Hybrid 2065 Instl |
3.47 % |
23.44 |
2 |
18%
|
| PLIDX Aristotle Core Income Fund Class I-2 |
4.98 % |
- |
12 |
5%
|
| PLIIX Aristotle Core Income Fund Class I |
5.10 % |
- |
12 |
6%
|
| PMBIX PIMCO Total Return II Fund |
4.16 % |
- |
13 |
22%
|
| PMEGX T. Rowe Price Institutional Mid-Cap Equity Growth Fund |
20.43 % |
29.15 |
1 |
30%
|
| PMFLX PIMCO Flexible Municipal Income Fund |
4.68 % |
- |
12 |
8%
|
| PMFPX Principal MidCap S&P 400 Index Fund;R-5 |
0.90 % |
22 |
1 |
2%
|
| PMJIX PIMCO RAE US Small Fund Class INSTL |
3.73 % |
- |
2 |
30%
|
| PMPEX Primark Private Equity Investments Fund |
0.49 % |
- |
- |
-
|
| PMVQX PGIM Quant Solutions Mid-Cap Value Fund |
1.21 % |
16.54 |
1 |
2%
|
| PMZIX PIMCO Mortgage Opportunities and BdInstl |
5.70 % |
- |
12 |
14%
|
| PNAIX T. Rowe Price All-Cap Opportunities Fund - I Class |
8.30 % |
28.85 |
2 |
30%
|
| PNDRX Pender Real Estate Credit Fund |
7.09 % |
- |
11 |
-
|
| PNOPX Putnam Sustainable Leaders Fund |
10.32 % |
31.52 |
1 |
30%
|
| PNOYX Putnam Sustainable Leaders Fund Class Y |
8.95 % |
31.37 |
1 |
30%
|
| PNRAX Putnam Research Fund Class A |
9.90 % |
28.37 |
1 |
30%
|
| PNSAX Putnam Small Cap Growth Class A |
0.38 % |
30.53 |
1 |
-
|
| PNYAX PIMCO New York Municipal Bond Class A |
3.54 % |
- |
12 |
16%
|
| PNYIX PIMCO New York Municipal Bond Fund Institutional Class |
3.92 % |
- |
12 |
13%
|
| POAGX PRIMECAP Odyssey Aggressive Growth Fund |
10.43 % |
- |
1 |
25%
|
| POGAX Putnam Large Cap Growth Fund;A |
5.28 % |
37.80 |
1 |
30%
|
| POGRX PRIMECAP Odyssey Growth Fund |
19.31 % |
- |
1 |
22%
|
| POGSX Pin Oak Equity Fund |
15.67 % |
24.26 |
2 |
30%
|
| POIIX Polen International Growth Institutional |
0.05 % |
- |
1 |
-
|
| POIRX Polen International Growth Investor |
0.18 % |
- |
- |
-
|
| POLIX Polen Growth Fund Institutional Class |
39.21 % |
- |
1 |
-
|
| POLRX Polen Growth Fund;Investor |
41.12 % |
- |
1 |
-
|
| POMIX T. Rowe Price Total Equity Market Index Fund |
1.87 % |
26.54 |
2 |
30%
|
| PONAX PIMCO Income Fund |
5.46 % |
- |
12 |
6%
|
| PONPX PIMCO Income Fund |
5.85 % |
- |
12 |
8%
|
| POPFX Prospector Opportunity Fund |
65.38 % |
10.67 |
1 |
30%
|
| PORIX Trillium ESG Global Equity Fund Institutional Class |
14.91 % |
25.19 |
1 |
30%
|
| PORTX Trillium ESG Global Equity Fund Retail Class |
14.37 % |
25.29 |
1 |
30%
|