| CRMAX CRM Small/Mid Cap Value Inv |
4.52 % |
- |
1 |
30%
|
| CRMEX CRM All Cap Value Inv |
8.22 % |
- |
1 |
30%
|
| CRMMX CRM Mid Cap Value Inv |
5.62 % |
11.90 |
1 |
26%
|
| CRMSX CRM Small Cap Value Fund |
9.37 % |
-13.97 |
1 |
27%
|
| CSCCX Calvert Small-Cap Fund |
17.79 % |
- |
1 |
-
|
| CSGCX Calvert Balanced Fund |
4.07 % |
- |
3 |
30%
|
| CSGZX Columbia Seligman Global Technology Fund Institutional Class |
5.27 % |
31.40 |
1 |
30%
|
| CSIEX Calvert Equity A |
25.14 % |
- |
1 |
30%
|
| CSJZX Cohen & Steers Realty Shares Fund Class Z |
2.72 % |
34.91 |
4 |
-12%
|
| CSMVX Congress Small Cap Growth Fund |
2.36 % |
28.29 |
1 |
-
|
| CSPAX American Funds SMALLCAP World 529A |
4.49 % |
24.11 |
1 |
-
|
| CSRIX Cohen & Steers Institutional Realty Shares |
2.79 % |
35.73 |
4 |
-16%
|
| CSRSX Cohen & Steers Realty Shares Fund |
2.68 % |
35.58 |
4 |
-13%
|
| CSRYX Columbia Select Large Cap Value Fund |
7.30 % |
21.42 |
1 |
30%
|
| CSSPX Cohen & Steers Global Realty Shares Fund |
3.25 % |
24.59 |
2 |
12%
|
| CSSZX Columbia Select Small Cap Value Fund |
7.46 % |
18.19 |
1 |
30%
|
| CSUAX Cohen & Steers Global Infrastructure A |
7.31 % |
21.74 |
2 |
30%
|
| CSVAX Columbia International Div Inc A |
4.15 % |
18.76 |
3 |
10%
|
| CSVFX Columbia International Div Inc Inst |
4.34 % |
19.18 |
3 |
7%
|
| CSVIX Calvert Small-Cap Fund |
12.66 % |
- |
1 |
30%
|
| CSVYX Columbia Small Cap Value Fund I Institutional 3 Class |
10.52 % |
15.60 |
1 |
30%
|
| CSVZX Columbia Select Large Cap Value Fund |
7.32 % |
21.42 |
1 |
30%
|
| CSXAX Calvert US Large Cap Core Responsible Index Fund Class A |
4.84 % |
- |
1 |
30%
|
| CSXCX Calvert US Large Cap Core Responsible Index Fund Class C |
4.51 % |
- |
1 |
30%
|
| CSXRX Calvert US Large Cap Core Rspnb Idx R6 |
4.97 % |
- |
1 |
30%
|
| CTCAX Columbia Global Technology Growth Fund |
2.51 % |
36.18 |
1 |
30%
|
| CTFAX Columbia Thermostat Fund |
3.00 % |
- |
1 |
10%
|
| CTHCX Columbia Global Technology Growth Fund Class C |
3.27 % |
35.90 |
1 |
30%
|
| CTHRX Columbia Global Technology Growth Fund Institutional 2 Class |
2.30 % |
36.19 |
1 |
30%
|
| CUBAX Calvert Flexible Bond Fund Class A |
4.68 % |
- |
12 |
16%
|
| CUHAX Victory US 500 Enhanced Volatility Wtd Index Fund |
- |
20.65 |
4 |
0%
|
| CUHCX Victory US 500 Enhanced Volatility Wtd Index Fund |
- |
20.63 |
4 |
1%
|
| CULAX Calvert Ultra-Short Duration Income Fund Class A |
3.91 % |
- |
12 |
30%
|
| CUSRX Cullen Small Cap Value Fund Retail Class |
0.81 % |
14.53 |
2 |
-3%
|
| CUTAX Six Circles Tax Aware Ult Shr Dur |
3.07 % |
- |
11 |
30%
|
| CVLEX Cullen Value Fd Retail Cl |
3.00 % |
21.67 |
2 |
-16%
|
| CVLOX Calamos Global Growth and Income Fund Class A |
7.67 % |
- |
3 |
-
|
| CVMAX Calvert Emerging Markets Equity Fund Class A |
1.66 % |
- |
1 |
30%
|
| CVMIX Calvert Emerging Markets Equity Fund |
1.82 % |
- |
1 |
30%
|
| CVSIX Calamos Market Neutral Fund Class A |
1.44 % |
- |
3 |
30%
|
| CVTCX Calamos Growth & Income Fund Class C |
6.30 % |
- |
1 |
30%
|
| CVTRX Calamos Growth & Income Fund Class A |
6.80 % |
- |
2 |
30%
|
| CWGFX American Funds Capital World Growth & Income Fund Class F-1 Shs |
9.12 % |
23.58 |
3 |
30%
|
| CWGIX American Funds Capital World Growth and Income Fund Class A |
9.48 % |
23.83 |
3 |
30%
|
| CWIAX American Funds Capital World Growth and Income Fund Class 529-A |
9.16 % |
23.58 |
3 |
30%
|
| CWMAX American Funds Washington Mutual 529A |
9.69 % |
25.66 |
3 |
27%
|
| CWVGX Calvert International Equity Fund Class A |
5.43 % |
- |
1 |
30%
|
| CWVIX Calvert International Equity Fund Class I |
5.14 % |
- |
1 |
30%
|
| CYPIX ProFunds Consumer Services UltraSector Fund Investor Class |
0.08 % |
4.14 |
- |
-
|
| CYPSX ProFunds Consumer Services Ultra Sector Fund |
4.09 % |
3.18 |
- |
-
|
| CYYYX Columbia Thermostat Fund Institutional 3 Class |
3.35 % |
- |
1 |
10%
|
| DAINX Dunham International Stock Fund |
8.16 % |
- |
1 |
30%
|
| DALCX Dean Mid Cap Value |
5.50 % |
- |
1 |
30%
|
| DAMDX Dunham Monthly Distribution Fund |
7.65 % |
13.58 |
12 |
22%
|
| DBISX DWS Global Macro Fund - Class A |
1.75 % |
- |
3 |
30%
|
| DBLNX DoubleLine Income Fund Class N |
3.94 % |
- |
8 |
20%
|
| DBLSX DoubleLine Low Duration Bond Fund Class I |
4.55 % |
- |
12 |
24%
|
| DBLTX DoubleLine Total Return Bond Fund Class I |
4.89 % |
- |
12 |
7%
|
| DBMAX BNY Mellon Small/Mid Cap Growth Fund Class A |
56.27 % |
32.84 |
1 |
-
|
| DBMIX BNY Mellon Bond Market Index Inv |
3.62 % |
- |
13 |
4%
|
| DCGTX Jackson Square SMID-Cap Growth Fund IS Class |
- |
35.49 |
- |
-
|
| DCIBX DFA CA Intermediate-Term Muni Bd I |
2.58 % |
- |
11 |
20%
|
| DCINX Dunham International Stock Fund |
9.11 % |
- |
1 |
30%
|
| DCMDX Dunham Monthly Distribution Fund Class C |
12.18 % |
8.61 |
12 |
22%
|
| DCMSX DFA Commodity Strategy Portfolio |
8.05 % |
- |
3 |
0%
|
| DDDAX 13D Activist Fund |
3.81 % |
- |
1 |
-8%
|
| DDDCX 13D Activist Fund |
4.09 % |
- |
1 |
-6%
|
| DDDIX 13D Activist Fund Class I |
3.62 % |
- |
1 |
-8%
|
| DDVAX Macquarie Value A |
26.01 % |
-11.13 |
3 |
26%
|
| DDVIX Macquarie Value Inst |
26.25 % |
-11.14 |
3 |
25%
|
| DEBTX Shelton Tactical Credit Fund - Investor Class |
5.65 % |
- |
4 |
22%
|
| DELNX DoubleLine Low Duration Emerging Markets Fixed Income Fund Class N |
4.81 % |
- |
12 |
20%
|
| DEMAX Macquarie Emerging Markets Fund A |
10.40 % |
- |
1 |
30%
|
| DEMSX DFA Emerging Markets Small Cap Portf |
3.42 % |
16.14 |
3 |
2%
|
| DESIX DFA Em Mkts Sustnby Cor 1 Instl |
2.30 % |
- |
3 |
10%
|
| DEVDX Driehaus Event Driven Fund |
16.51 % |
- |
2 |
24%
|
| DEVIX Delaware Small Cap Value Fund Institutional Class |
10.97 % |
- |
1 |
30%
|
| DEVLX Delaware Small Cap Value Fund A Class |
12.00 % |
- |
1 |
30%
|
| DFAPX DFA Investment Grade I |
3.74 % |
- |
3 |
6%
|
| DFCEX DFA Emerging Markets Core Equity Portfolio |
2.39 % |
16.64 |
3 |
10%
|
| DFDMX DF Dent Midcap Growth Fund Investor Shares |
- |
- |
- |
-
|
| DFDPX DF Dent Premier Growth Fd |
7.52 % |
- |
1 |
-
|
| DFDSX DF Dent Small Cap Growth Fund |
- |
- |
- |
-
|
| DFELX DFA Enhanced U.S. Large Company Portfolio |
17.11 % |
- |
3 |
26%
|
| DFEMX DFA Emerging Markets Portfolio I |
1.94 % |
- |
3 |
6%
|
| DFEOX DFA U.S. Core Equity 1 Portfolio |
0.96 % |
- |
3 |
0%
|
| DFEVX DFA Emerging Markets Value Portfolio |
3.00 % |
- |
3 |
8%
|
| DFFGX DFA Short-Term Government Portfolio Institutional Class |
3.85 % |
- |
3 |
30%
|
| DFFVX DFA U.S. Targeted Value Portfolio |
1.51 % |
- |
3 |
0%
|
| DFGEX DFA Global Real Estate Securities Port |
3.73 % |
- |
1 |
10%
|
| DFIEX DFA International Core Equity Portfolio |
2.91 % |
- |
3 |
10%
|
| DFIGX DFA Intermediate Government Fixed Income Portfolio |
3.06 % |
- |
3 |
8%
|
| DFISX DFA International Small Company Portfolio |
2.95 % |
- |
3 |
8%
|
| DFIVX DFA International Value Portfolio |
3.73 % |
- |
3 |
7%
|
| DFLEX DoubleLine Flexible Income Fund Class I |
5.55 % |
- |
12 |
10%
|
| DFLVX DFA U.S. Large Cap Value Portfolio (The) |
1.45 % |
- |
3 |
-4%
|
| DFQTX DFA U.S. Core Equity 2 Portfolio |
0.95 % |
- |
3 |
0%
|
| DFREX DFA Real Estate Securities Portfolio |
2.60 % |
- |
3 |
10%
|
| DFSCX DFA U.S. Micro Cap Portfolio |
0.83 % |
- |
3 |
0%
|
| DFSIX DFA US Sustainability Core 1 |
0.84 % |
- |
3 |
-2%
|