Mutual Funds List

A list of actively traded mutual funds on the main stock exchanges in the United States. The list is updated daily and sorted by the total assets of the funds.

23819 Stocks

No.SymbolCompany NameStock Price% ChangeDiv. YieldAssets
1501PRXEXT. Rowe Price New Income Fund I Class7.82-0.38%4.57%17.50B
1502RRNIXT. Rowe Price New Income Fund R Class7.82-0.38%3.84%17.50B
1503TRVZXT. Rowe Price New Income Z7.82-0.38%4.94%17.50B
1504VAFAXInvesco American Franchise Fund Class A30.21-1.27%12.47%17.49B
1505VAFCXInvesco American Franchise Fund Class C22.61-1.14%17.65%17.49B
1506VAFFXInvesco American Franchise Fund Class R632.98-1.17%12.10%17.49B
1507VAFIXInvesco American Franchise Fund Class Y32.11-1.17%12.26%17.49B
1508VAFNXInvesco American Franchise Fund R5 Class32.73-1.30%12.18%17.49B
1509VAFRXInvesco American Franchise Fund Class R28.12-1.30%14.17%17.49B
1510TRRHXT. Rowe Price Retirement 2025 Fund18.42-0.49%5.71%17.41B
1511MISHXAB Municipal Income Shares11.02-4.87%17.40B
1512VWAHXVanguard High-Yield Tax-Exempt Fund10.52-0.28%4.09%17.34B
1513VWALXVanguard High-Yield Tax-Exempt Fund Admiral Shares10.52-0.28%4.17%17.34B
1514VHPXXJPMorgan 100% U.S. Treasury Securities Money Market Fund1.000-3.61%17.31B
1515RGBBXAmerican Funds Global Balanced Fund Class R-241.810.24%5.41%17.28B
1516MALOXBlackRock Global Allocation Fund, Inc. Institutional Shares21.500.09%8.75%17.23B
1517MCLOXBlackRock Global Allocation Fund, Inc. Investor C Shares17.860.06%9.50%17.23B
1518MDLOXBlackRock Global Allocation Fund, Inc. Investor A Shares21.26-8.17%17.23B
1519MKLOXBlackRock Global Allocation Fund, Inc. Class K21.48-8.42%17.23B
1520MRLOXBlackRock Global Allocation Fund, Inc. Class R19.530.05%9.05%17.23B
1521FEORXFirst Eagle Overseas Fund Class R634.180.53%7.86%17.19B
1522FESOXFirst Eagle Overseas Fund Class C31.03-0.39%7.67%17.19B
1523SGOIXFirst Eagle Overseas Fund Class I34.180.53%7.79%17.19B
1524SGOVXFirst Eagle Overseas Fund Class A33.130.52%7.38%17.19B
1525CGLBXSix Circles Global Bond8.29-0.12%4.47%17.19B
1526CBTAXSix Circles Tax Aware Bond9.72-0.21%3.55%17.12B
1527PISXXWells Fargo Funds Trust - Treasury Plus Money Market Fund1.000-3.87%17.08B
1528LGBCXLoomis Sayles Investment Grade Bond Fund Class C9.49-0.42%4.24%16.89B
1529LGBNXLoomis Sayles Investment Grade Bond Fund Class N9.65-0.31%5.23%16.89B
1530LIGAXLoomis Sayles Investment Grade Bond Fund Admin Class9.61-0.31%4.68%16.89B
1531LIGRXLoomis Sayles Investment Grade Bond Fund Class A9.64-0.41%4.71%16.89B
1532LSIIXLoomis Sayles Investment Grade Bond Fund Class Y9.65-0.41%5.17%16.89B
1533FSPWXFidelity SAI Inflation-Protected Bd Idx10.17-0.10%3.78%16.86B
1534BLPAXAmerican Funds Moderate Growth and Income Portfolio Class A20.78-0.62%5.46%16.85B
1535BLPCXAmerican Funds Moderate Growth and Income Portfolio Class C20.760.10%5.12%16.85B
1536BLPFXAmerican Funds Moderate Growth and Income Portfolio Class F-120.930.10%5.74%16.85B
1537VMBIXVanguard Mortgage-Backed Securities Index Fund Institutional Shares25.07-0.04%4.21%16.84B
1538VMBSXVanguard Mortgage-Backed Securities Index Fund Admiral Shares18.43-0.38%4.18%16.84B
1539VMSXXVanguard Municipal Money Market Fund1.000-2.45%16.73B
1540MCBVXMFS Mid Cap Value Fund Class B29.520.27%7.08%16.72B
1541MCVIXMFS Mid Cap Value Fund Class I32.67-0.70%7.65%16.72B
1542MCVRXMFS Mid Cap Value Fund Class R230.48-0.72%7.77%16.72B
1543MVCAXMFS Mid Cap Value Fund Class A31.680.28%7.36%16.72B
1544MVCCXMFS Mid Cap Value Fund Class C28.970.28%7.69%16.72B
1545MVCGXMFS Mid Cap Value Fund Class R127.99-0.71%8.03%16.72B
1546MVCHXMFS Mid Cap Value Fund Class R331.490.29%7.87%16.72B
1547MVCJXMFS Mid Cap Value Fund Class R431.940.28%7.99%16.72B
1548MVCKXMFS Mid Cap Value Fund Class R632.74-0.70%7.84%16.72B
1549SGUXXSchwab Government Money Market Fund1.000-3.57%16.63B
1550VRTIXVanguard Russell 2000 Index Fund Institutional Shares422.17-1.01%1.12%16.58B
1551JGCGXJPMorgan Income Fund Class C8.48-5.25%16.49B
1552JGIAXJPMorgan Income Fund Class A8.47-0.12%5.58%16.49B
1553JMSFXJPMorgan Income Fund Class R68.47-6.04%16.49B
1554JMSIXJPMorgan Income Fund Class I8.47-0.12%6.05%16.49B
1555BKMIXBlackRock Multi-Asset Income Portfolio Class K10.55-0.38%6.69%16.46B
1556AHIFXAmerican Funds American High-Income Trust® Class F-29.77-0.31%6.65%16.44B
1557CITAXAmerican Funds American High-Income Trust® Class 529-A9.80-0.10%6.13%16.44B
1558CITCXAmerican Funds American High-Income Trust® Class 529-C9.80-0.10%5.58%16.44B
1559CITEXAmerican Funds American High-Income Trust® Class 529-E9.80-0.10%6.15%16.44B
1560CITFXAmerican Funds American High-Income Trust® Class 529-F-19.80-0.10%6.55%16.44B
1561HIGFXAmerican Funds American High-Income Trust® Class F-39.80-0.10%6.75%16.44B
1562RITAXAmerican Funds American High-Income Trust® Class R-19.80-0.10%5.66%16.44B
1563RITBXAmerican Funds American High-Income Trust® Class R-29.77-0.31%5.67%16.44B
1564RITCXAmerican Funds American High-Income Trust® Class R-39.80-0.10%6.11%16.44B
1565RITEXAmerican Funds American High-Income Trust® Class R-49.80-0.10%6.41%16.44B
1566RITFXAmerican Funds American High-Income Trust® Class R-59.80-0.10%6.70%16.44B
1567RITGXAmerican Funds American High-Income Trust® Class R-69.77-0.31%6.75%16.44B
1568RITHXAmerican Funds American High-Income Trust® Class R-5E9.80-0.10%6.61%16.44B
1569RTEHXAmerican Funds American High-Income Trust® Class R-2E9.80-0.10%5.95%16.44B
1570SETXXUBS (Cayman) Select Treasury Institutional Fund1.000-3.88%16.42B
1571LUBAXLord Abbett Ultra Short Bond Fund Class A10.020.10%4.32%16.28B
1572LUBVXLord Abbett Ultra Short Bond Fund Class R510.02-4.47%16.28B
1573FCPAXFidelity Advisor International Capital Appreciation Fund - Class A33.91-1.65%5.19%16.26B
1574FCPCXFidelity Advisor International Capital Appreciation Fund - Class C28.34-1.67%6.08%16.26B
1575FCPIXFidelity Advisor International Capital Appreciation Fund - Class I36.74-1.66%0.65%16.26B
1576FIATXFidelity Advisor International Capital Appreciation Fund - Class M32.72-1.65%5.28%16.26B
1577FICQXFidelity International Capital App Fd36.57-1.64%5.75%16.26B
1578FIDZXFidelity Advisor International Capital Appreciation Fund - Class Z36.85-1.63%0.78%16.26B
1579VWSUXVanguard Ultra Short-Term Tax-Exempt Fund Class Admiral15.83-3.14%16.24B
1580FFPHXFidelity Freedom 2055 Premier19.76-0.75%5.33%16.20B
1581FSAMXStrategic Advisers Emerging Markets Fund16.97-0.24%5.07%16.02B
1582BLPDXAmerican Funds Moderate Growth and Income Portfolio Class F-320.930.10%6.08%15.99B
1583CBAFXAmerican Funds Moderate Growth and Income Portfolio Class 529-F-120.82-0.62%5.93%15.99B
1584CBAGXAmerican Funds Moderate Growth and Income Portfolio Class ABLE-A20.960.14%5.60%15.99B
1585CBBGXAmerican Funds Moderate Gr & Inc ABLE-F220.980.10%6.00%15.99B
1586CBPCXAmerican Funds Moderate Growth and Income Portfolio Class 529-C20.69-0.67%5.06%15.99B
1587RBAAXAmerican Funds Moderate Growth and Income Portfolio Class R-120.810.10%5.09%15.99B
1588RBAEXAmerican Funds Moderate Growth and Income Portfolio Class R-420.920.10%5.76%15.99B
1589RBAFXAmerican Funds Moderate Growth and Income Portfolio Class R-520.85-0.62%6.01%15.99B
1590RBAGXAmerican Funds Moderate Growth and Income Portfolio Class R-620.980.10%6.06%15.99B
1591FNKLXFidelity Series Value Discovery Fund18.080.72%8.10%15.96B
1592JTCXXJPMorgan U.S. Treasury Plus Money Market Fund1.000-3.88%15.94B
1593BHYRXBlackRock High Yield Portfolio Fund Class R Shares7.12-6.53%15.92B
1594BRHYXBlackRock High Yield Portfolio Fund Class K7.10-0.28%7.20%15.92B
1595FSTQXFidelity Series Intl Dev Mkts Bd Idx8.35-4.43%15.83B
1596DFFVXDFA U.S. Targeted Value Portfolio Institutional Class40.60-0.98%1.56%15.83B
1597RRMVXT. Rowe Price Mid-Cap Value Fund R Class34.46-0.81%4.63%15.79B
1598TAMVXT. Rowe Price Mid-Cap Value Fund Advisor Class35.49-0.81%4.88%15.79B
1599TRMCXT. Rowe Price Mid-Cap Value Fund35.82-0.80%4.96%15.79B
1600TRMIXT. Rowe Price Mid-Cap Value Fund I Class35.73-0.81%5.05%15.79B
1601TRTZXT. Rowe Price Mid-Cap Value Z36.00-0.80%5.59%15.79B
1602DFISXDFA International Small Company Portfolio Institutional Class27.28-0.84%2.93%15.79B
1603VUBFXVanguard Ultra-Short-Term Bond Fund Investor Shares10.01-4.46%15.72B
1604VUSFXVanguard Ultra-Short-Term Bond Fund Admiral Shares20.030.05%4.57%15.72B
1605FBLEXFidelity Series Stock Selector Large Cap Value Fund14.97-0.66%10.37%15.69B
1606FADMXFidelity Strategic Income Fund12.11-0.41%4.32%15.68B
1607FIWDXFidelity Advisor Strategic Income Fund - Class Z12.12-0.33%4.37%15.68B
1608FSRCXFidelity Advisor Strategic Income Fund - Class C11.90-0.42%3.29%15.68B
1609FSTAXFidelity Advisor Strategic Income Fund - Class A11.94-0.33%3.87%15.68B
1610FLCPXFidelity SAI U.S. Large Cap Index Fund29.58-0.07%0.52%15.67B
1611FAGIXFidelity Capital & Income Fund11.34-0.44%4.49%15.64B
1612GETGXVictory Sycamore Established Value Fund Class R47.25-0.82%4.43%15.55B
1613VETAXVictory Sycamore Established Value Fund Class A48.39-0.82%9.99%15.55B
1614VEVCXVictory Sycamore Established Value Fund Class C46.830.58%3.90%15.55B
1615VEVIXVictory Sycamore Established Value Fund Class I48.46-0.82%4.74%15.55B
1616VEVRXVictory Sycamore Established Value Fund Class R648.50-0.82%4.81%15.55B
1617VEVYXVictory Sycamore Established Value Fund Class Y48.44-0.82%4.68%15.55B
1618OGAXXJPMorgan U.S. Government Money Market Fund1.000-3.79%15.53B
1619SAHXXState Street Institutional U.S. Government Money Market Fund1.000-3.92%15.28B
1620VPCCXVanguard PRIMECAP Core Fund Investor Shares44.13-0.25%14.44%15.27B
1621SSFRXState Street Equity 500 Index Fund Class R Shares551.90-0.07%0.76%15.27B
1622SSSVXState Street Equity 500 Index Fund Class A549.09-0.66%0.93%15.27B
1623SSSWXState Street Equity 500 Index Fund Class I553.08-0.07%1.23%15.27B
1624SSSYXState Street Equity 500 Index Fund Class K550.03-0.66%1.33%15.27B
1625STBIXState Street Equity 500 Index Fund Service Shares548.74-0.66%1.09%15.27B
1626STFAXState Street Equity 500 Index Fund Administrative Shares553.15-0.07%1.19%15.27B
1627LARCXLord Abbett Floating Rate Fund Class C8.00-0.12%6.15%15.21B
1628LFRFXLord Abbett Floating Rate Fund Class F7.99-6.88%15.21B
1629LFRIXLord Abbett Floating Rate Fund Class I8.00-0.12%6.98%15.21B
1630LFRRXLord Abbett Floating Rate Fund Class R28.00-0.12%6.38%15.21B
1631LRRRXLord Abbett Floating Rate Fund Class R38.00-6.47%15.21B
1632LRRTXLord Abbett Floating Rate Fund Class R58.01-6.98%15.21B
1633LRRVXLord Abbett Floating Rate Fund Class R68.01-7.06%15.21B
1634PAWAXT. Rowe Price All-Cap Opportunities Fund - Advisor Class72.96-1.02%8.91%15.20B
1635PNAIXT. Rowe Price All-Cap Opportunities Fund - I Class77.03-1.02%8.66%15.20B
1636PNZAXT. Rowe Price All-Cap Opportunities-Z77.30-1.01%-15.20B
1637PRWAXT. Rowe Price All-Cap Opportunities Fund77.03-1.02%8.73%15.20B
1638NITXXNorthern Institutional Funds - Treasury Portfolio1.000-3.86%15.15B
1639FTRBXFederated Hermes Total Return Bond Fund Institutional Shares9.36-4.59%15.14B
1640FTRFXFederated Hermes Total Return Bond Fund Service Shares9.32-0.43%4.29%15.14B
1641FTRKXFederated Hermes Total Return Bond Fund Class R Shares9.32-0.43%3.85%15.14B
1642FTRLXFederated Hermes Total Return Bond Fund Class R6 Shares9.32-0.32%4.61%15.14B
1643TLRAXFederated Hermes Total Return Bond Fund Class A Shares9.36-3.85%15.14B
1644TLRCXFederated Hermes Total Return Bond Fund Class C Shares9.36-3.53%15.14B
1645DFGBXDFA Five-Year Global Fixed Income Portfolio Institutional Class10.04-4.63%15.13B
1646RHFTXAmerican Funds 2035 Target Date Retirement Fund® Class R-5E21.800.05%5.89%15.10B
1647FATZXFidelity Freedom Index 2025 Premier II21.01-0.52%4.51%14.98B
1648FFEDXFidelity Freedom Index 2025 Fund Institutional Premium Class21.03-0.52%4.45%14.98B
1649FLIPXFidelity Freedom Index 2025 Premier21.02-0.52%4.48%14.98B
1650FQIFXFidelity Freedom Index 2025 Fund Investor Class21.03-0.52%4.42%14.98B
1651FVWSXFidelity Series Opportunistic Insights Fund27.17-0.73%7.02%14.97B
1652DODBXDodge & Cox Balanced Fund Class I13.590.44%7.54%14.95B
1653DOXBXDodge & Cox Balanced Fund Class X13.590.37%7.22%14.95B
1654USPRXVictory 500 Index Fund Reward Shares89.05-0.62%3.88%14.93B
1655USSPXVictory 500 Index Fund Member Shares88.96-0.63%3.83%14.93B
1656TRDBXT. Rowe Price Retirement 2020 I20.53-0.48%6.00%14.86B
1657FGIDXFidelity Advisor Growth & Income A72.070.28%8.49%14.83B
1658FGIEXFidelity Advisor Growth & Income M72.040.26%8.47%14.83B
1659FGIJXFidelity Advisor Growth & Income C71.940.26%8.35%14.83B
1660FGIKXFidelity Growth & Income Portfolio - Class K71.81-0.33%9.37%14.83B
1661FGJDXFidelity Advisor Growth & Income I71.88-0.33%9.21%14.83B
1662FGJEXFidelity Advisor Growth & Income Z71.88-0.33%9.35%14.83B
1663FGRIXFidelity Growth & Income Portfolio71.89-0.33%9.27%14.83B
1664INGXXLegg Mason Partners Institutional Trust - Western Asset Institutional Government Reserves1.000-3.91%14.82B
1665ABHFXAmerican High-Income Municipal Bond Fund Class F-115.23-3.98%14.77B
1666AHICXAmerican High-Income Municipal Bond Fund Class C15.19-0.26%3.28%14.77B
1667AHMFXAmerican High-Income Municipal Bond Fund® Class F-215.23-4.24%14.77B
1668AMHIXAmerican High-Income Municipal Bond Fund Class A15.23-3.85%14.77B
1669HIMFXAmerican High-Income Municipal Bond Fund® Class F-315.19-0.26%4.36%14.77B
1670CJLXXJPMorgan Liquid Assets Money Market Fund1.000-4.01%14.76B
1671SSIXXState Street Institutional Liquid Reserves Fund1.000--14.72B
1672ACIHXAmerican Century Growth Fund G Class64.14-0.12%15.20%14.71B
1673AGRDXAmerican Century Growth Fund R6 Class62.28-0.88%15.54%14.71B
1674AGWRXAmerican Century Growth Fund R Class51.09-0.14%19.08%14.71B
1675AGWUXAmerican Century Growth Fund R5 Class62.39-0.13%15.63%14.71B
1676AGYWXAmerican Century Growth Fund Y Class62.97-0.13%15.48%14.71B
1677TCRAXAmerican Century Growth Fund A Class54.49-0.89%16.71%14.71B
1678TWCGXAmerican Century Growth Fund Investor Class58.98-0.87%16.41%14.71B
1679TWGIXAmerican Century Growth Fund I Class61.76-0.87%15.67%14.71B
1680TWRCXAmerican Century Growth Fund C Class45.95-0.15%21.21%14.71B
1681PARKXT. Rowe Price Retirement 2035 Advisor24.55-0.65%4.16%14.69B
1682RRTPXT. Rowe Price Retirement 2035 R24.210.17%4.04%14.69B
1683OGSXXJPMorgan U.S. Government Money Market Fund1.000-3.64%14.54B
1684LIKAXBlackRock LifePath Index 2040 Fund Investor A Shares24.65-0.60%2.77%14.52B
1685LIKIXBlackRock LifePath Index 2040 Fund Institutional Shares24.72-0.60%3.03%14.52B
1686LIKKXBlackRock LifePath® Index 2040 Fund Class K Shares24.72-0.60%3.07%14.52B
1687LIKPXBlackRock LifePath® Index 2040 Fund Investor P Shares24.61-0.61%2.66%14.52B
1688FDIKXFidelity Diversified International Fund - Class K52.290.69%10.07%14.47B
1689FDIVXFidelity Diversified International Fund51.78-1.18%9.99%14.47B
1690HILAXHartford International Value Fund Class A26.520.72%2.66%14.45B
1691HILCXHartford International Value Fund Class C25.96-0.69%2.85%14.45B
1692HILDXHartford International Value Fund Class F26.55-0.67%2.80%14.45B
1693HILIXHartford International Value Fund Class I26.690.72%5.43%14.45B
1694HILRXHartford International Value Fund Class R326.37-0.72%5.12%14.45B
1695HILSXHartford International Value Fund Class R426.30-0.68%5.20%14.45B
1696HILTXHartford International Value Fund Class R526.63-0.67%2.79%14.45B
1697HILUXHartford International Value Fund Class R627.31-0.69%2.72%14.45B
1698HILYXThe Hartford International Value Fund Class Y27.470.73%2.73%14.45B
1699FPADXFidelity Emerging Markets Index Fund16.09-1.23%1.97%14.44B
1700AACTXAmerican Funds 2020 Target Date Retirement Income Fund Class A14.640.14%7.12%14.38B
1701FSCJXFidelity SAI Canada Equity Index15.210.07%1.26%14.38B
1702ACSDXInvesco Comstock Fund Class Y33.060.61%8.43%14.35B
1703ACSHXInvesco Comstock Fund R5 Class33.010.58%8.53%14.35B
1704ACSRXInvesco Comstock Fund Class R32.96-0.33%7.95%14.35B
1705ACSTXInvesco Comstock Fund Class A33.060.58%7.79%14.35B
1706ACSYXInvesco Comstock Fund Class C32.98-0.33%7.52%14.35B
1707ICSFXInvesco Comstock Fund Class R632.88-0.33%8.60%14.35B
1708VLGIXVanguard Long-Term Treasury Index Fund Institutional Shares22.70-0.61%4.68%14.26B
1709VLGSXVanguard Long-Term Treasury Index Fund Admiral Shares18.00-0.06%4.66%14.26B
1710FIQZXFidelity Advisor Intermediate Municipal Income Fund - Class Z10.17-2.95%14.23B
1711FLTMXFidelity Intermediate Municipal Income Fund10.12-0.30%2.89%14.23B
1712FZIAXFidelity Advisor Intermediate Municipal Income Fund - Class A10.13-0.20%2.48%14.23B
1713FZICXFidelity Advisor Intermediate Municipal Income Fund - Class C10.16-1.84%14.23B
1714FZIIXFidelity Advisor Intermediate Municipal Income Fund - Class I10.16-2.82%14.23B
1715FZITXFidelity Advisor Intermediate Municipal Income Fund - Class M10.12-0.30%2.51%14.23B
1716DISVXDFA International Small Cap Value Portfolio Institutional Class33.760.06%6.61%14.20B
1717CCCTXAmerican Funds 2020 Target Date Retirement Income Fund Class C14.350.14%6.80%14.15B
1718FAOTXAmerican Funds 2020 Target Date Retirement Income Fund Class F-114.44-0.48%7.58%14.15B
1719DFUSXDFA U.S. Large Company Portfolio49.17-0.08%0.98%14.09B
1720DFIVXDFA International Value Portfolio Institutional Class31.64-0.63%3.81%14.04B
1721DFEVXDFA Emerging Markets Value Portfolio Institutional Class42.82-1.09%3.22%14.01B
1722FCTKXFidelity Freedom 2055 Fund Class K619.910.05%5.33%14.01B
1723FDEEXFidelity Freedom 2055 Fund19.82-0.80%5.15%14.01B
1724FNSDXFidelity Freedom 2055 Fund - Class K19.93-5.16%14.01B
1725SWISXSchwab International Index Fund30.55-0.62%3.48%13.99B
1726PAITXT. Rowe Price International Stock Fund Advisor Class22.12-0.41%8.76%13.89B
1727PRITXT. Rowe Price International Stock Fund22.03-0.41%9.26%13.89B
1728PRIUXT. Rowe Price International Stock Fund I Class21.85-0.41%9.62%13.89B
1729RRITXT. Rowe Price International Stock Fund Class R21.61-0.41%8.96%13.89B
1730TRNZXT. Rowe Price International Stock Z21.90-0.45%10.38%13.89B
1731PRJIXT. Rowe Price New Horizons Fund I Class55.72-0.87%10.69%13.89B
1732PRNHXT. Rowe Price New Horizons Fund55.16-0.86%11.02%13.89B
1733TRUZXT. Rowe Price New Horizons Z57.96-1.91%10.37%13.89B
1734FFRHXFidelity Floating Rate High Income Fund9.04-7.17%13.88B
1735VFSAXVanguard FTSE All-World ex-US Small Capital Index Fund Admiral Shares38.930.18%3.01%13.88B
1736VFSNXVanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares301.450.17%3.06%13.88B
1737FBCTXAmerican Funds 2020 Target Date Retirement Income Fund® Class F-214.610.14%7.80%13.85B
1738FCCTXAmerican Funds 2020 Target Date Retirement Income Fund® Class F-314.670.14%7.85%13.85B
1739RACTXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-114.41-0.41%6.88%13.85B
1740RBCTXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-214.320.14%6.90%13.85B
1741RBEHXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-2E14.330.14%7.19%13.85B
1742RCCTXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-314.490.07%7.28%13.85B
1743RDCTXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-414.630.14%7.51%13.85B
1744RECTXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-514.800.14%7.74%13.85B
1745RHCTXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-5E14.580.14%7.75%13.85B
1746RRCTXAmerican Funds 2020 Target Date Retirement Income Fund® Class R-614.730.14%7.83%13.85B
1747CMIUXSix Circles Managed Equity Portfolio International Unconstrained Fund17.68-0.79%2.46%13.83B
1748TMCXXBlackRock Liquidity Funds - TempCash1.000-4.02%13.82B
1749HLEIXJPMorgan Equity Index Fund Class I111.03-0.07%1.05%13.82B
1750OEICXJPMorgan Equity Index Fund Class C109.60-0.06%0.29%13.82B
1751OGEAXJPMorgan Equity Index Fund Class A110.10-0.67%0.79%13.82B
1752OGFAXJPMorgan Equity Index Fund Class R6111.09-0.06%1.18%13.82B
1753VFAIXVanguard Financials Index Fund Admiral Shares62.79-1.18%1.55%13.71B
1754BTMGXiShares MSCI EAFE Intl Idx G20.750.88%3.54%13.67B
1755BTMKXiShares MSCI EAFE International Index Fund Class K20.63-0.63%3.50%13.67B
1756BTMPXiShares MSCI EAFE International Index Fund Investor P Shares20.34-0.59%3.11%13.67B
1757MAIIXiShares MSCI EAFE International Index Fund Institutional Shares20.730.88%3.49%13.67B
1758MDIIXiShares MSCI EAFE International Index Fund Investor A Shares20.54-3.29%13.67B
1759PGODXPutnam Large Cap Growth Fund Class R587.00-0.42%4.89%13.65B
1760PGOEXPutnam Large Cap Growth Fund Class R687.37-0.41%4.87%13.65B
1761PGORXPutnam Large Cap Growth Fund Class R72.65-0.81%5.83%13.65B
1762PGOYXPutnam Large Cap Growth Fund Class Y86.02-0.42%4.94%13.65B
1763POGAXPutnam Large Cap Growth Fund Class A79.14-0.43%5.06%13.65B
1764POGCXPutnam Large Cap Growth Fund Class C58.41-0.43%7.28%13.65B
1765TISAXNuveen S&P 500 Index Fund I Class79.40-0.65%2.06%13.65B
1766TISPXNuveen S&P 500 Index Fund R6 Class80.11-0.07%2.16%13.65B
1767TRSPXNuveen S&P 500 Index Fund Retirement Class79.38-0.08%2.17%13.65B
1768MCPRXMFS Mid Cap Growth Fund Class R222.65-0.70%18.69%13.64B
1769OTCAXMFS Mid Cap Growth Fund Class A24.95-0.91%15.73%13.64B
1770OTCBXMFS Mid Cap Growth Fund Class B17.65-0.90%23.77%13.64B
1771OTCCXMFS Mid Cap Growth Fund Class C17.00-0.70%24.72%13.64B
1772OTCGXMFS Mid Cap Growth Fund Class R117.69-0.67%23.77%13.64B
1773OTCHXMFS Mid Cap Growth Fund Class R324.97-0.68%16.84%13.64B
1774OTCIXMFS Mid Cap Growth Fund Class I27.62-0.90%15.09%13.64B
1775OTCJXMFS Mid Cap Growth Fund Class R426.78-0.89%15.67%13.64B
1776OTCKXMFS Mid Cap Growth Fund Class R628.13-0.92%14.91%13.64B
1777BDLAXLord Abbett Bond Debenture Fund Class C7.18-0.14%5.42%13.59B
1778LBDFXLord Abbett Bond-Debenture Fund Class F7.15-0.14%6.15%13.59B
1779LBNOXLord Abbett Bond Debenture Fund Class F37.13-0.14%6.36%13.59B
1780LBNPXLord Abbett Bond Debenture Fund Class P7.33-0.14%5.80%13.59B
1781LBNRXLord Abbett Bond-Debenture Fund Class R37.15-0.14%5.75%13.59B
1782LBNSXLord Abbett Bond Debenture Fund Class R47.17-0.14%6.00%13.59B
1783LBNVXLord Abbett Bond Debenture Fund Class R67.10-0.42%6.36%13.59B
1784PMZAXPIMCO Mortgage Opportunities and Bond Fund Class A9.22-0.43%5.09%13.56B
1785PMZCXPIMCO Mortgage Opportunities and Bond Fund Class C9.22-0.43%4.52%13.56B
1786PMZIXPIMCO Mortgage Opportunities and Bond Fund Institutional Class9.26-5.68%13.56B
1787PMZNXPIMCO Mortgage Opportunities and Bond Fund Class I-39.26-5.53%13.56B
1788PMZPXPIMCO Mortgage Opportunities and Bond Fund Class I-29.26-5.59%13.56B
1789LIRAXBlackRock LifePath Index Retirement Fund Investor A Shares15.41-0.45%3.40%13.55B
1790VPIXXJPMorgan 100% U.S. Treasury Securities Money Market Fund1.000-3.76%13.51B
1791LINAXBlackRock LifePath Index 2030 Fund Investor A Shares19.790.10%2.83%13.44B
1792LINIXBlackRock LifePath Index 2030 Fund Institutional Shares19.800.15%3.12%13.44B
1793WFMDXAllspring Special Mid Cap Value Fund - Class Admin47.850.59%10.54%13.41B
1794WFMIXAllspring Special Mid Cap Value Fund - Class Inst48.04-0.70%10.66%13.41B
1795WFPAXAllspring Special Mid Cap Value Fund - Class A46.370.59%10.18%13.41B
1796WFPCXAllspring Special Mid Cap Value Fund - Class C42.790.59%10.89%13.41B
1797WFPRXAllspring Special Mid Cap Value Fund - Class R648.490.58%10.73%13.41B
1798GGLPXGoldman Sachs High Yield Municipal Fund Class P8.97-4.72%13.37B
1799GHYAXGoldman Sachs High Yield Municipal Fund Class A8.97-4.21%13.37B
1800GHYCXGoldman Sachs High Yield Municipal Fund Class C8.980.11%3.61%13.37B
1801GHYIXGoldman Sachs High Yield Municipal Fund Institutional Class8.97-4.72%13.37B
1802GHYSXGoldman Sachs High Yield Municipal Fund Class R68.97-4.72%13.37B
1803GYIRXGoldman Sachs High Yield Municipal Fund Investor Class8.98-4.65%13.37B
1804FLCOXFidelity Large Cap Value Index Fund22.89-0.43%1.36%13.34B
1805JIMXXJPMorgan Prime Money Market Fund1.000-4.06%13.32B
1806TRRBXT. Rowe Price Retirement 2020 Fund20.56-0.48%5.81%13.25B
1807PASTXT. Rowe Price Science and Technology Fund Advisor Class69.20-0.55%9.35%13.24B
1808PRSCXT. Rowe Price Science and Technology Fund70.69-0.55%9.35%13.24B
1809TSNIXT. Rowe Price Science and Technology Fund I Class70.85-0.56%9.45%13.24B
1810FBBPXAmerican Funds Moderate Growth and Income Portfolio20.920.14%6.00%13.16B
1811FPPBXAmerican Funds Moderate Gr & Inc 529-F-320.78-0.67%6.03%13.16B
1812BFIAXAmerican Funds Inflation Linked Bond Fund Class A9.47-0.11%3.20%13.13B
1813BFICXAmerican Funds Inflation Linked Bond Fund Class C9.40-0.11%2.46%13.13B
1814BFIFXAmerican Funds Inflation Linked Bond Fund Class F-19.49-0.11%3.36%13.13B
1815BFIGXAmerican Funds Inflation Linked Bond Fund Class F-29.49-0.32%3.55%13.13B
1816CNLAXAmerican Funds Inflation Linked Bond Fund Class 529-A9.47-0.11%3.20%13.13B
1817CNLCXAmerican Funds Inflation Linked Bond Fund Class 529-C9.49-0.11%2.36%13.13B
1818CNLEXAmerican Funds Inflation Linked Bond Fund Class 529-E9.38-0.32%3.11%13.13B
1819CNLFXAmerican Funds Inflation Linked Bond Fund Class 529-F-19.50-0.11%3.48%13.13B
1820FIBLXAmerican Funds Inflation Linked Bd 529F29.45-0.11%3.58%13.13B
1821FILBXAmerican Funds Inflation Linked Bond Fund Class F-39.49-0.11%3.67%13.13B
1822FLIBXAmerican Funds Inflation Linked Bd 529F39.45-0.11%3.64%13.13B
1823RILAXAmerican Funds Inflation Linked Bond Fund Class R-19.32-0.11%2.73%13.13B
1824RILBXAmerican Funds Inflation Linked Bond Fund Class R-29.23-0.32%2.63%13.13B
1825RILCXAmerican Funds Inflation Linked Bond Fund Class R-39.34-0.32%3.04%13.13B
1826RILDXAmerican Funds Inflation Linked Bond Fund Class R-49.43-0.21%3.34%13.13B
1827RILEXAmerican Funds Inflation Linked Bond Fund Class R-59.52-0.10%3.59%13.13B
1828RILFXAmerican Funds Inflation Linked Bond Fund Class R-69.52-0.10%3.66%13.13B
1829RILGXAmerican Funds Inflation Linked Bond Fund Class R-2E9.44-0.32%2.65%13.13B
1830RILHXAmerican Funds Inflation Linked Bond Fund Class R-5E9.47-0.11%3.53%13.13B
1831PLFIXPrincipal LargeCap S&P 500 Index Fund Institutional Class34.92-0.65%2.71%13.13B
1832PLFMXPrincipal LargeCap S&P 500 Index Fund R-3 Class34.94-0.65%2.22%13.13B
1833PLFPXPrincipal LargeCap S&P 500 Index Fund R-5 Class35.59-0.67%2.44%13.13B
1834PLSAXPrincipal LargeCap S&P 500 Index Fund Class A34.88-0.68%2.50%13.13B
1835PSPJXPrincipal LargeCap S&P 500 Index Fund Class J34.35-0.67%2.61%13.13B
1836PBDAXPIMCO Investment Grade Credit Bond Fund Class A8.95-4.33%13.11B
1837PBDCXPIMCO Investment Grade Credit Bond Fund Class C8.91-0.45%3.73%13.11B
1838PBDPXPIMCO Investment Grade Credit Bond Fund Class I-28.91-0.45%4.81%13.11B
1839PCNNXPIMCO Investment Grade Credit Bond Fund Class I-38.91-0.45%4.76%13.11B
1840PGCAXPIMCO Investment Grade Credit Bond Fund Administrative Class8.91-0.45%4.65%13.11B
1841PIGIXPIMCO Investment Grade Credit Bond Fund Institutional Class8.95-4.91%13.11B
1842SGPXXUBS Select Government Preferred Fund1.000-3.93%13.11B
1843ACEIXInvesco Equity and Income Fund Class A11.46-0.43%6.20%13.07B
1844ACEKXInvesco Equity and Income Fund R5 Class11.51-6.83%13.07B
1845ACERXInvesco Equity and Income Fund Class C11.19-5.99%13.07B
1846ACESXInvesco Equity and Income Fund Class R11.61-6.27%13.07B
1847ACETXInvesco Equity and Income Fund Class Y11.50-0.09%6.80%13.07B
1848IEIFXInvesco Equity and Income Fund Class R611.50-6.90%13.07B
1849VPACXVanguard Pacific Stock Index Fund Investor Shares20.89-0.85%2.81%13.07B
1850VPADXVanguard Pacific Stock Index Fund Admiral Shares135.59-0.86%2.89%13.07B
1851VPKIXVanguard Pacific Stock Index Fund Institutional Shares20.93-0.38%2.89%13.07B
1852FCAVXFranklin California Tax Free Income Fund Advisor Class6.68-3.92%13.02B
1853FKTFXFranklin California Tax Free Income Fund Class A16.67-0.30%3.68%13.02B
1854FKTQXFranklin California Tax Free Income Fund Class R66.68-0.15%3.96%13.02B
1855FRCTXFranklin California Tax Free Income Fund Class C6.66-0.30%3.27%13.02B
1856FTFQXFranklin California Tax Free Income Fund Class A6.70-3.53%13.02B
1857AFFMXAmerican Funds Mortgage Fund® Class F-38.71-0.11%4.66%13.01B
1858CMFAXAmerican Funds Mortgage Fund® Class 529-A8.71-4.08%13.01B
1859CMFCXAmerican Funds Mortgage Fund® Class 529-C8.59-0.12%3.44%13.01B
1860CMFEXAmerican Funds Mortgage Fund® Class 529-E8.70-0.11%4.00%13.01B
1861CMFFXAmerican Funds Mortgage Fund® Class 529-F-18.71-0.11%4.50%13.01B
1862FFMFXAmerican Funds Mortgage 529-F-28.71-0.11%4.51%13.01B
1863FMMFXAmerican Funds Mortgage 529-F-38.71-0.11%4.63%13.01B
1864MFAAXAmerican Funds Mortgage Fund Class A8.71-0.11%4.08%13.01B
1865MFACXAmerican Funds Mortgage Fund Class C8.61-0.12%3.48%13.01B
1866MFAEXAmerican Funds Mortgage Fund Class F-18.71-0.11%4.28%13.01B
1867MFAFXAmerican Funds Mortgage Fund® Class F-28.68-0.34%4.55%13.01B
1868RMAAXAmerican Funds Mortgage Fund® Class R-18.58-0.35%3.52%13.01B
1869RMABXAmerican Funds Mortgage Fund® Class R-28.60-0.12%3.55%13.01B
1870RMACXAmerican Funds Mortgage Fund® Class R-38.68-0.12%3.99%13.01B
1871RMAEXAmerican Funds Mortgage Fund® Class R-48.71-0.11%4.30%13.01B
1872RMAFXAmerican Funds Mortgage Fund® Class R-58.68-0.34%4.60%13.01B
1873RMAGXAmerican Funds Mortgage Fund® Class R-68.71-0.11%4.66%13.01B
1874RMAHXAmerican Funds Mortgage Fund® Class R-5E8.71-0.11%4.50%13.01B
1875RMBEXAmerican Funds Mortgage Fund® Class R-2E8.68-0.12%3.95%13.01B
1876OAKIXOakmark International Fund Investor Class32.10-0.09%1.88%13.01B
1877OANIXOakmark International Fund Class Institutional32.02-0.12%2.14%13.01B
1878OAYIXOakmark International Fund Class Advisor32.061.01%2.08%13.01B
1879OAZIXOakmark International R632.03-0.09%2.22%13.01B
1880FATKXFidelity Freedom 2020 Fund Class K615.45-0.52%8.09%12.99B
1881FFFDXFidelity Freedom 2020 Fund15.57-0.51%7.74%12.99B
1882FSNOXFidelity Freedom 2020 Fund - Class K15.640.06%7.79%12.99B
1883HLLVXJPMorgan Short Duration Bond Fund Class I10.83-0.09%4.21%12.93B
1884JSDUXJPMorgan Short Duration Bond Fund Class R610.84-4.27%12.93B
1885OGLVXJPMorgan Short Duration Bond Fund Class A10.82-3.88%12.93B
1886OSTCXJPMorgan Short Duration Bond Fund Class C10.91-3.42%12.93B
1887BIMIXBaird Intermediate Bond Fund Class Institutional10.40-4.04%12.89B
1888BIMSXBaird Intermediate Bond Fund Class Investor10.99-3.57%12.89B
1889ASBAXAmerican Funds Short-Term Bond Fund of America Class A9.50-0.11%3.70%12.89B
1890ASBCXAmerican Funds Short-Term Bond Fund of America Class C9.34-0.11%3.08%12.89B
1891ASBFXAmerican Funds Short-Term Bond Fund of America Class F-19.51-3.80%12.89B
1892CAAFXAmerican Funds Short-Term Bond Fund of America® Class 529-A9.51-3.71%12.89B
1893CCAMXAmerican Funds Short-Term Bond Fund of America® Class 529-C9.31-3.04%12.89B
1894CEAMXAmerican Funds Short-Term Bond Fund of America® Class 529-E9.50-3.58%12.89B
1895CFAMXAmerican Funds Short-Term Bond Fund of America® Class 529-F-19.52-3.98%12.89B
1896FFTSXAmerican Funds ST Bd Fd of Amer 529-F-39.52-4.11%12.89B
1897FSBTXAmerican Funds Short-Term Bond Fund of America® Class F-39.51-0.11%4.18%12.89B
1898FTSBXAmerican Funds ST Bd Fd of Amer 529-F-29.52-4.08%12.89B
1899RAAEXAmerican Funds Short-Term Bond Fund of America® Class R-2E9.48-0.11%3.44%12.89B
1900RAAGXAmerican Funds Short-Term Bond Fund of America® Class R-5E9.52-4.03%12.89B
1901RAMAXAmerican Funds Short-Term Bond Fund of America® Class R-19.33-0.11%3.09%12.89B
1902RAMBXAmerican Funds Short-Term Bond Fund of America® Class R-29.33-3.12%12.89B
1903RAMCXAmerican Funds Short-Term Bond Fund of America® Class R-39.48-0.11%3.54%12.89B
1904RAMEXAmerican Funds Short-Term Bond Fund of America® Class R-49.50-0.11%3.84%12.89B
1905RAMFXAmerican Funds Short-Term Bond Fund of America® Class R-59.51-0.11%4.12%12.89B
1906RMMGXAmerican Funds Short-Term Bond Fund of America® Class R-69.51-4.18%12.89B
1907SBFFXAmerican Funds Short-Term Bond Fund of America® Class F-29.51-4.07%12.89B
1908FSTDXFidelity Srs 5+ Yr Inf-Ptctd Bd Idx7.60-0.13%4.02%12.88B
1909EPGAXFidelity Advisor Equity Growth Fund - Class A26.08-0.80%0.52%12.85B
1910EPGCXFidelity Advisor Equity Growth Fund - Class C17.24-0.81%0.80%12.85B
1911EQPGXFidelity Advisor Equity Growth Fund - Class I29.19-0.82%0.54%12.85B
1912FAEGXFidelity Advisor Equity Growth Fund - Class M23.39-0.81%0.56%12.85B
1913FZAFXFidelity Advisor Equity Growth Fund - Class Z29.76-0.80%0.46%12.85B
1914FIWCXFidelity SAI International Value Index Fund14.03-0.64%6.27%12.84B
1915DODWXDodge & Cox Global Stock Fund Class I16.760.48%7.94%12.84B
1916DOXWXDodge & Cox Global Stock Fund16.64-0.78%8.03%12.84B
1917CTRZXMulti-Manager Total Return Bond Strategies Fund Institutional Class8.53-0.35%4.47%12.77B
1918LIRIXBlackRock LifePath Index Retirement Fund Institutional Shares15.510.13%3.69%12.75B
1919VLXVXVanguard Target Retirement 2065 Fund43.11-0.71%1.84%12.75B
1920DFAPXDFA Investment Grade Portfolio Institutional Class Shares10.07-3.79%12.71B
1921THCVXNuveen Large Cap Value Index Fund I Class30.96-0.45%5.31%12.69B
1922TILVXNuveen Large Cap Value Index Fund R6 Class30.95-0.45%5.37%12.69B
1923TRCVXNuveen Large Cap Value Index Fund Retirement Class31.65-0.44%5.37%12.69B
1924VENAXVanguard Energy Index Fund Admiral Shares86.510.98%2.33%12.65B
1925GLFOXLazard Global Listed Infrastructure Portfolio Open Shares19.431.57%6.08%12.61B
1926GLIFXLazard Global Listed Infrastructure Portfolio Institutional Shares19.540.57%6.37%12.61B
1927FFOZXFidelity Freedom 2020 Premier15.44-0.52%8.17%12.59B
1928FAIDXFidelity Advisor International Discovery Fund - Class A60.43-0.90%5.92%12.56B
1929FCADXFidelity Advisor International Discovery Fund - Class C59.460.34%5.77%12.56B
1930FIADXFidelity Advisor International Discovery Fund - Class I60.61-0.90%6.50%12.56B
1931FIDKXFidelity International Discovery Fund - Class K61.320.34%6.62%12.56B
1932FIGRXFidelity International Discovery Fund61.01-0.89%6.44%12.56B
1933FTADXFidelity Advisor International Discovery Fund - Class M60.340.33%5.94%12.56B
1934FZAIXFidelity Advisor International Discovery Fund - Class Z61.150.33%6.57%12.56B
1935PSDLXPutnam Ultra Short Duration Income Fund Class C10.10-3.97%12.55B
1936PSDQXPutnam Ultra Short Duration Income Fund Class R610.12-4.49%12.55B
1937PSDRXPutnam Ultra Short Duration Income Fund Class R10.09-3.97%12.55B
1938PSDYXPutnam Ultra Short Duration Income Fund Class Y10.12-4.47%12.55B
1939NHCCXNuveen High Yield Municipal Bond Fund Class C14.08-0.42%4.70%12.53B
1940NHMAXNuveen High Yield Municipal Bond Fund Class A14.10-0.35%5.28%12.53B
1941NHMFXNuveen High Yield Municipal Bond Fund Class R614.11-0.35%5.76%12.53B
1942NHMRXNuveen High Yield Municipal Bond Fund Class I14.10-0.42%5.72%12.53B
1943TUGXXRBC Funds Trust - U.S. Government Money Market Fund1.000-3.93%12.50B
1944PSDTXPutnam Ultra Short Duration Income Fund Class A10.11-4.37%12.49B
1945FFRAXFidelity Advisor Floating Rate High Income Fund - Class A9.05-0.11%6.69%12.48B
1946FFRCXFidelity Advisor Floating Rate High Income Fund - Class C9.05-0.11%6.12%12.48B
1947FFRIXFidelity Advisor Floating Rate High Income Fund - Class I9.03-0.11%7.14%12.48B
1948FFRTXFidelity Advisor Floating Rate High Income Fund - Class M9.04-0.11%6.68%12.48B
1949FAMKXFidelity Advisor Focused Emerging Markets Fund - Class A50.43-1.21%1.04%12.47B
1950FIMKXFidelity Advisor Focused Emerging Markets Fund - Class I50.57-1.21%1.30%12.47B
1951FMCKXFidelity Advisor Focused Emerging Markets Fund - Class C46.75-1.20%0.58%12.47B
1952FTMKXFidelity Advisor Focused Emerging Markets Fund - Class M49.76-1.21%0.83%12.47B
1953FZAEXFidelity Advisor Focused Emerging Markets Fund - Class Z50.47-1.21%1.37%12.47B
1954FPACXFPA Crescent Fund44.41-0.52%9.27%12.36B
1955FPCSXFPA Crescent Supra Institutional44.48-0.54%9.31%12.36B
1956FPFRXFPA Crescent Fund Investor44.620.20%9.17%12.36B
1957HLIZXHarding Loevner International Equity Portfolio Institutional Class Z29.71-0.60%13.68%12.32B
1958HLMIXHarding Loevner International Equity Portfolio Institutional Class29.910.88%13.68%12.32B
1959HLMNXHarding Loevner International Equity Portfolio Investor Class29.79-0.57%13.20%12.32B
1960MLAAXNYLI Winslow Large Cap Growth Class A8.85-0.90%22.67%12.29B
1961MLACXNYLI Winslow Large Cap Growth Class C2.750-1.08%77.06%12.29B
1962MLAIXNYLI Winslow Large Cap Growth Class I11.53-0.86%18.42%12.29B
1963MLGRXNYLI Winslow Large Cap Growth Class R36.75-0.88%31.46%12.29B
1964MLINXNYLI Winslow Large Cap Growth Investor Class8.31-0.72%24.32%12.29B
1965MLRMXNYLI Winslow Large Cap Growth SIMPLE Cl8.16-0.73%26.06%12.29B
1966MLRRXNYLI Winslow Large Cap Growth Class R110.56-0.85%19.96%12.29B
1967MLRSXNYLI Winslow Large Cap Growth Class R611.93-0.75%17.82%12.29B
1968MLRTXNYLI Winslow Large Cap Growth Class R28.66-0.80%24.74%12.29B
1969GQEFXGMO Quality Fund Class IV36.380.58%4.51%12.24B
1970GQESXGMO Quality Fund Class R636.160.58%10.88%12.24B
1971GQETXGMO Quality Fund Class III36.07-0.47%10.85%12.24B
1972GQLIXGMO Quality Fund Class I36.080.59%10.72%12.24B
1973GQLOXGMO Quality Fund Class VI36.08-0.47%10.86%12.24B
1974SFLNXSchwab Fundamental U.S. Large Company Index Fund35.82-0.33%1.50%12.24B
1975HLGEXJPMorgan Mid Cap Growth Fund Class I50.41-0.77%9.21%12.23B
1976JMGFXJPMorgan Mid Cap Growth Fund Class R551.93-0.76%8.94%12.23B
1977JMGMXJPMorgan Mid Cap Growth Fund Class R652.15-0.91%8.82%12.23B
1978JMGPXJPMorgan Mid Cap Growth Fund Class R348.41-0.76%9.66%12.23B
1979JMGQXJPMorgan Mid Cap Growth Fund Class R449.57-0.92%9.28%12.23B
1980JMGZXJPMorgan Mid Cap Growth Fund Class R242.94-0.92%10.71%12.23B
1981OMGCXJPMorgan Mid Cap Growth Fund Class C22.42-0.75%20.71%12.23B
1982OSGIXJPMorgan Mid Cap Growth Fund Class A38.57-0.77%11.40%12.23B
1983DEMAXNomura Emerging Markets Fund Class A54.47-4.51%9.81%12.23B
1984DEMCXNomura Emerging Markets Fund Class C48.94-4.51%11.35%12.23B
1985DEMIXNomura Emerging Markets Fund Institutional Class57.661.07%10.48%12.23B
1986DEMRXNomura Emerging Markets Fund Class R55.02-4.51%10.28%12.23B
1987DEMZXNomura Emerging Markets Fund Class R655.12-4.50%10.39%12.23B
1988VMVLXVanguard Mega Cap Value Index Fund Institutional Shares306.41-0.08%1.94%12.14B
1989BSBIXBaird Short-Term Bond Fund Institutional Class9.500.11%4.27%12.10B
1990BSBSXBaird Short-Term Bond Fund Investor Class9.49-4.01%12.10B
1991BPTIXBaron Partners Fund Institutional Shares253.38-0.69%1.60%12.00B
1992BPTRXBaron Partners Fund Retail Shares241.41-0.69%1.67%12.00B
1993BPTUXBaron Partners Fund R6 Shares253.32-0.68%1.60%12.00B
1994VTMFXVanguard Tax-Managed Balanced Fund Admiral Shares50.59-0.45%2.15%11.94B
1995GAJPXGoldman Sachs Dynamic Municipal Income Fund Class P15.15-3.87%11.92B
1996GSMEXGoldman Sachs Dynamic Municipal Income Fund Service Class15.22-3.36%11.92B
1997GSMIXGoldman Sachs Dynamic Municipal Income Fund Class A15.15-3.40%11.92B
1998GSMTXGoldman Sachs Dynamic Municipal Income Fund Institutional Class15.14-3.86%11.92B
1999GSMUXGoldman Sachs Dynamic Municipal Income Fund Class C15.16-2.75%11.92B
2000GUIRXGoldman Sachs Dynamic Municipal Income Fund Investor Class15.13-3.78%11.92B