| SFECX Guggenheim StylePlus - Large Core Fund Class C |
2.24 % |
- |
1 |
27%
|
| SFEPX Guggenheim StylePlus - Large Core Fund |
3.51 % |
- |
- |
30%
|
| SFILX Schwab Fundamental Intl Sm Eq Idx |
- |
15.87 |
1 |
30%
|
| SFLNX Schwab Fundamental US Lg Company Index Fund Insti Shs |
1.46 % |
20.86 |
1 |
0%
|
| SFNNX Schwab Fundamental International Large Company Index Fund |
4.40 % |
16.60 |
1 |
30%
|
| SFSNX Schwab Fundamental US Small Company Idx |
1.19 % |
18.72 |
1 |
6%
|
| SGACX Virtus SGA Global Growth Fund |
17.00 % |
27.97 |
1 |
-
|
| SGAPX Virtus SGA Global Growth I Class |
14.50 % |
28.38 |
1 |
-
|
| SGDLX Sprott Gold Equity Investor |
0.71 % |
27.12 |
1 |
-
|
| SGENX First Eagle Global Fund |
8.93 % |
19.39 |
1 |
30%
|
| SGGAX DWS Large Cap Focus Growth Fund - Class A |
15.60 % |
- |
1 |
30%
|
| SGGDX First Eagle Gold Fund Class A |
1.06 % |
30.03 |
1 |
-
|
| SGIDX Steward Global Equity Income Fund - Class A |
5.63 % |
17.92 |
3 |
14%
|
| SGIIX First Eagle Global Fund |
9.07 % |
20.24 |
1 |
30%
|
| SGISX Steward Global Equity Income Fund I |
5.80 % |
17.70 |
3 |
12%
|
| SGLYX Global Managed Volatility Fund Class Y |
8.72 % |
21.61 |
2 |
18%
|
| SGOAX SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F |
10.55 % |
20.89 |
5 |
14%
|
| SGOIX First Eagle Overseas Fund |
7.64 % |
18.27 |
1 |
30%
|
| SGOVX First Eagle Overseas Fund Class A |
7.73 % |
18.04 |
1 |
30%
|
| SGPIX ProFunds Small Cap Growth Fund Investor Class |
0.16 % |
5.13 |
1 |
-3%
|
| SGRAX Allspring Growth Fund - Class A |
43.83 % |
39.57 |
1 |
30%
|
| SGRHX Allspring Growth Fund - Class R6 |
20.37 % |
39.15 |
1 |
30%
|
| SGRKX Allspring Growth Fund |
25.76 % |
39.56 |
1 |
30%
|
| SGRNX Allspring Growth Fund |
20.64 % |
39.68 |
1 |
30%
|
| SGTRX Columbia Seligman Global Technology Fund Class R |
6.14 % |
31.39 |
1 |
30%
|
| SGTTX Columbia Seligman Global Technology Fund Institutional 2 Class |
5.17 % |
32.85 |
1 |
30%
|
| SHAPX ClearBridge Appreciation A |
13.37 % |
28.86 |
1 |
30%
|
| SHAZ SharonAI Holdings, Inc. Class A Common Stock |
- |
- |
- |
-
|
| SHDPX American Beacon Shapiro SMID Cap Equity Fund - Investor Class |
7.72 % |
- |
1 |
30%
|
| SHGTX Columbia Seligman Global Tech A |
5.77 % |
31.91 |
1 |
30%
|
| SHIEX Catalyst Buffered Shield Fund Class A |
2.66 % |
- |
1 |
30%
|
| SHIIX Catalyst Buffered Shield Fund Class I |
2.91 % |
- |
1 |
30%
|
| SHISX BlackRock Health Sciences Opportunities Portfolio Service Shares |
11.05 % |
27.75 |
2 |
30%
|
| SHMMX Western Asset Managed Municipals Fund |
3.45 % |
- |
11 |
4%
|
| SHRAX ClearBridge Aggressive Growth Fund |
21.64 % |
41.44 |
1 |
6%
|
| SHSAX BlackRock Health Sciences Opportunities Portfolio Investor A Shares |
10.88 % |
28.56 |
2 |
30%
|
| SHSCX BlackRock Health Sciences Opportunities Portfolio |
13.72 % |
27.51 |
2 |
30%
|
| SHSKX BlackRock Health Sciences Opportunities Portfolio Class K |
10.15 % |
27.54 |
2 |
30%
|
| SHSSX BlackRock Health Sciences Opportunities Portfolio Institutional Shares |
10.10 % |
27.54 |
2 |
30%
|
| SHTCX Columbia Seligman Global Technology Fund Class C |
9.63 % |
31.37 |
1 |
30%
|
| SHXPX American Beacon Shapiro Equity Opportunities Fund - Investor Class |
6.11 % |
- |
1 |
30%
|
| SHYPX American Beacon SiM High Yield Opportunities Fd Inv Cl |
5.59 % |
7.92 |
14 |
11%
|
| SIBAX Sit Balanced Fund |
3.28 % |
30.94 |
4 |
20%
|
| SIBLX Touchstone Balanced Fund Class Y |
5.16 % |
25.87 |
4 |
-4%
|
| SICNX Schwab International Core Equity |
- |
- |
1 |
30%
|
| SICWX Touchstone Large Cap Focused Fund Class Y |
1.64 % |
25.73 |
2 |
21%
|
| SIDVX Hartford Schroders International Multi-Cap Value Fund (Class A) |
5.68 % |
14.61 |
5 |
2%
|
| SIEDX Emerging Markets Debt Fund Class Y |
6.62 % |
26.16 |
4 |
30%
|
| SIFZX Saturna International - Z Shares |
14.17 % |
25.28 |
1 |
-
|
| SIHPX Guggenheim High Yield P |
6.37 % |
- |
11 |
4%
|
| SIIDX Bernstein Intermediate Duration Institutional Portfolio |
4.15 % |
- |
12 |
16%
|
| SIIEX Touchstone International Equity Fund Class Y |
6.57 % |
12.73 |
2 |
30%
|
| SILVX SGI U.S. Large Cap Equity Fund Class I |
8.22 % |
23.49 |
1 |
30%
|
| SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund |
2.97 % |
15.99 |
1 |
18%
|
| SINAX ClearBridge Large Cap Value Fund Class A |
10.76 % |
23.27 |
3 |
30%
|
| SINYX Intermediate Term Municipal Fund Class Y |
3.27 % |
- |
11 |
2%
|
| SIPIX SEI Insti Managed Tr, Mid Cap Fund Class I |
19.52 % |
19.65 |
5 |
30%
|
| SISAX SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F |
9.64 % |
20.69 |
5 |
30%
|
| SISEX Shelton International Select Equity Fund - Institutional Class |
1.60 % |
- |
1 |
15%
|
| SISLX Shelton International Select Equity Fund - Investor Class |
0.97 % |
- |
1 |
10%
|
| SIUPX Guggenheim Core Bond Fund Class P |
4.08 % |
- |
11 |
12%
|
| SIUSX Guggenheim Core Bond Fund |
4.52 % |
- |
11 |
11%
|
| SIVIX State Street Institutional Small-Cap Equity Fund Investment Class |
16.21 % |
21.46 |
1 |
30%
|
| SIYYX SEI Institutional Managed Trust High Yield Bond Fund Class Y |
8.12 % |
- |
11 |
10%
|
| SKIRX DWS Enhanced Commodity Strategy Fund - Class Institutional |
5.59 % |
- |
4 |
6%
|
| SKSEX AMG GW&K Small Cap Value Fund |
6.79 % |
19.59 |
1 |
30%
|
| SKTAX SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F |
16.05 % |
20.60 |
5 |
20%
|
| SLANX DWS Latin America Equity A |
3.92 % |
- |
2 |
30%
|
| SLASX Selected American Shares Inc. Class S |
2.95 % |
- |
1 |
30%
|
| SLCGX Saratoga Large Capitalization Growth Portfolio |
13.59 % |
- |
1 |
30%
|
| SLGFX SEI Institutional Managed Trust Large Cap Index Fund Class F |
5.09 % |
26.96 |
5 |
30%
|
| SLIYX Multi Asset Income Fund Class Y |
5.63 % |
15.79 |
11 |
8%
|
| SLMCX Columbia Seligman Technology and Information Fund Class A |
6.43 % |
33.50 |
1 |
30%
|
| SLSDX Selected International Fund Class D |
2.69 % |
- |
1 |
30%
|
| SLSSX Selected International Fund Class S |
2.48 % |
- |
1 |
30%
|
| SLVAX Columbia Select Large Cap Value Fund Class A |
7.68 % |
22.30 |
1 |
30%
|
| SLVIX Columbia Select Large Cap Value Fund |
7.51 % |
22.02 |
1 |
30%
|
| SMAPX Salient MLP & Energy Infrastructure Fund, Class A |
3.52 % |
20.94 |
4 |
12%
|
| SMAYX Small Cap Growth Fund Class Y |
9.06 % |
22.85 |
2 |
-
|
| SMBYX ClearBridge Mid Cap Fund Class I |
7.43 % |
24.56 |
1 |
30%
|
| SMCIX Shelton S&P Smallcap Index Investor |
8.00 % |
- |
4 |
30%
|
| SMCWX American Funds SMALLCAP World Fund Class A |
4.43 % |
23.97 |
1 |
-
|
| SMDIX Hartford Schroders US MidCap Opportunities Fund |
8.54 % |
27.93 |
2 |
30%
|
| SMDMX Fidelity Maryland Municipal Income Fund |
2.55 % |
- |
12 |
3%
|
| SMDRX Hartford Schroders US MidCap Opportunities Fund Class SDR |
8.64 % |
27.12 |
2 |
30%
|
| SMDVX Hartford Schroders US MidCap Opportunities Fund Class A |
9.05 % |
27.11 |
2 |
30%
|
| SMFYX American Beacon Stephens Mid-Cap Growth Fund Class Y |
23.86 % |
36.94 |
1 |
-
|
| SMGIX Columbia Contrarian Core Fund |
6.92 % |
28.48 |
1 |
30%
|
| SMMCX Western Asset Managed Municipals Fund Class C |
2.90 % |
- |
11 |
7%
|
| SMMOX Western Asset Managed Municipals Fund |
3.47 % |
- |
11 |
4%
|
| SMRSX ALPS/Smith Short Duration Bond Investor |
3.88 % |
- |
11 |
30%
|
| SMTAX JPMorgan SmartRetirement 2040 Fund Class A |
5.28 % |
- |
2 |
30%
|
| SMTCX JPMorgan SmartRetirement 2040 Fund Class C |
4.85 % |
- |
2 |
30%
|
| SMTIX JPMorgan SmartRetirement 2040 Fund Class R5 |
5.46 % |
- |
2 |
30%
|
| SMTRX ALPS/Smith Total Return Bond Investor |
4.16 % |
- |
11 |
14%
|
| SMTSX JPMorgan SmartRetirement 2040 Fund Class I |
5.46 % |
- |
2 |
30%
|
| SMTYX JPMorgan SmartRetirement 2040 Fund Class R6 |
5.56 % |
- |
2 |
30%
|
| SMUYX Multi Strategy Alternative Fund Class Y |
5.00 % |
- |
1 |
30%
|
| SMVLX Smead Value Fund |
1.45 % |
16.23 |
1 |
20%
|
| SMVTX Virtus Ceredex Mid-Cap Value Equity Fund I |
13.48 % |
29.20 |
1 |
30%
|