ETFs & Mutual Funds Holding CE

ETFs & Mutual Funds Holding CE
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679
Total Funds
PSCM
Highest: 6.8%
VSTSX
Lowest ER: 0.01%
0.20%
Avg Weight

All 679 Funds with CE

Fund ↕Weight ↓
PSCM
Invesco S&P SmallCap Materials ETF
6.79%View
MUHLX
Muhlenkamp Fund
2.15%View
WPGSX
WPG Partners Select Small Cap Value Fund
2.13%View
CVSM
CresAlta Small and Mid-Cap ETF
1.94%View
CVGD
CresAlta Global Dividend ETF
1.78%View
DHAMX
Centre American Select Equity Fund Advisor Class
1.73%View
DHANX
Centre American Select Equity Fund Investor Class
1.73%View
FTVAX
Fuller & Thaler Behavioral Mid-Cap Value Fund Class A
1.44%View
FTVCX
Fuller & Thaler Behavioral Mid-Cap Value Fund Class C
1.44%View
FTVNX
Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Class
1.44%View
FTVSX
Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Class
ProView
FTVZX
Fuller & Thaler Behavioral Mid-Cap Value Fund Class R6
ProView
WPGTX
WPG Partners Small Cap Value Diversified Fund Institutional Class
ProView
UBVCX
Undiscovered Managers Behavioral Value Fund Class C
ProView
UBVAX
Undiscovered Managers Behavioral Value Fund Class A
ProView
UBVLX
Undiscovered Managers Behavioral Value Fund Class L
ProView
UBVFX
Undiscovered Managers Behavioral Value Fund Class R6
ProView
UBVSX
Undiscovered Managers Behavioral Value Fund Class I
ProView
UBVRX
Undiscovered Managers Behavioral Value Fund Class R2
ProView
UBVUX
Undiscovered Managers Behavioral Value Fund Class R4
ProView
UBVTX
Undiscovered Managers Behavioral Value Fund Class R3
ProView
UBVVX
Undiscovered Managers Behavioral Value Fund Class R5
ProView
SMOT
VanEck Morningstar SMID Moat ETF
ProView
SBHVX
Segall Bryant & Hamill Small Cap Value Fund Institutional Class
ProView
SBRVX
Segall Bryant & Hamill Small Cap Value Fund Retail Class
ProView
QAMNX
Federated Hermes MDT Market Neutral Fund Class A
ProView
QQMNX
Federated Hermes MDT Market Neutral Fund Class IS
ProView
MSCIX
Madison Small Cap Fund Class I
ProView
MSCRX
Madison Small Cap Fund Class R6
ProView
BVAOX
Madison Small Cap Fund
ProView
MASMX
Madison Small Cap Fund Class A
ProView
FMSTX
Federated Hermes MDT Large Cap Value Fund Institutional Class
ProView
FSTKX
Federated Hermes MDT Large Cap Value Fund Service Class
ProView
FSTLX
Federated Hermes MDT Large Cap Value Fund Class R6
ProView
FSTRX
Federated Hermes MDT Large Cap Value Fund Class A
ProView
QCLVX
Federated Hermes MDT Large Cap Value Fund Class C
ProView
QRLVX
Federated Hermes MDT Large Cap Value Fund Class R
ProView
AASCX
Thrivent Mid Cap Stock Fund Class A
ProView
TMSIX
Thrivent Mid Cap Stock Fund Class S
ProView
QTMCSX
Thrivent Mid Cap Stock Portfolio
ProView
FXZ
First Trust Materials AlphaDEX Fund
ProView
MKTN
Federated Hermes MDT Market Neutral ETF
ProView
TMVE
Thrivent Mid Cap Value ETF
ProView
QTMCVX
Thrivent Mid Cap Value Portfolio
ProView
DASVX
Dunham Small Cap Value Fund Class A
ProView
DCSVX
Dunham Small Cap Value Fund Class C
ProView
DNSVX
Dunham Small Cap Value Fund Class N
ProView
IAVGX
Voya Growth and Income Portfolio Advisor Class
ProView
IGISX
Voya Growth and Income Portfolio Class S2
ProView
IIVGX
Voya Growth and Income Portfolio Initial
ProView
ISVGX
Voya Growth and Income Portfolio Class S
ProView
IEDBX
Voya Large Cap Value Fund Class R2
ProView
IEDCX
Voya Large Cap Value Fund Class C
ProView
IEDAX
Voya Large Cap Value Fund Class A
ProView
IEDIX
Voya Large Cap Value Fund Class I
ProView
IEDRX
Voya Large Cap Value Fund Class R
ProView
IEDZX
Voya Large Cap Value Fund Class R6
ProView
IWEDX
Voya Large Cap Value Fund Class W
ProView
CFSSX
Column Small Cap Select Fund
ProView
FLCV
Federated Hermes MDT Large Cap Value ETF
ProView
PFSVX
iMGP Small Company Fund Institutional Class
ProView
JASCX
James Small Cap Fund
ProView
NWHDX
Nationwide Bailard Small Cap Value Fund Class A
ProView
NWHGX
Nationwide Bailard Small Cap Value Fund Class R6
ProView
NWHFX
Nationwide Bailard Small Cap Value Fund Class M
ProView
NWHHX
Nationwide Bailard Small Cap Value Fund Institutional Service Class
ProView
TXSS
Texas Capital Texas Small Cap Equity Index ETF
ProView
RYBAX
Rydex Basic Materials Fund Class H
ProView
RYBCX
Rydex Basic Materials Fund Class C
ProView
RYBIX
Rydex Basic Materials Fund Investor Class
ProView
RYBMX
Rydex Basic Materials Fund Class A
ProView
SBMBX
Saratoga Energy & Basic Materials Portfolio Class A
ProView
SEPCX
Saratoga Energy & Basic Materials Portfolio Class C
ProView
SEPIX
Saratoga Energy & Basic Materials Portfolio Class I
ProView
RWJ
Invesco S&P SmallCap 600 Revenue ETF
ProView
IJS
iShares S&P SmallCap 600 Value ETF
ProView
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
ProView
SSLCX
DWS Small Cap Core Fund Class S
ProView
SZCAX
DWS Small Cap Core Fund Class A
ProView
SZCCX
DWS Small Cap Core Fund Class C
ProView
SZCIX
DWS Small Cap Core Fund Class Institutional
ProView
SZCRX
DWS Small Cap Core Fund Class R6
ProView
VALAX
Al Frank Fund Advisor class
ProView
IYM
iShares US Basic Materials ETF
ProView
SVPSX
Small-Cap Value ProFund
ProView
SVPIX
Small-Cap Value ProFund
ProView
QAACX
Federated Hermes MDT All Cap Core Fund Class A
ProView
QCACX
Federated Hermes MDT All Cap Core Fund Class C
ProView
QIACX
Federated Hermes MDT All Cap Core Fund Institutional Class
ProView
QKACX
Federated Hermes MDT All Cap Core Fund Class R6
ProView
GCMAX
Goldman Sachs Mid Cap Value Fund Class A Shares
ProView
GCMCX
Goldman Sachs Mid Cap Value Fund Class C
ProView
GCMTX
Goldman Sachs Mid Cap Value Fund Investor Class
ProView
GCMUX
Goldman Sachs Mid Cap Value Fund Class R6
ProView
GCMRX
Goldman Sachs Mid Cap Value Fund Class R
ProView
GMPPX
Goldman Sachs Mid Cap Value Fund Class P Shares
ProView
GSMCX
Goldman Sachs Mid Cap Value Fund Institutional Class
ProView
GSMSX
Goldman Sachs Mid Cap Value Fund Service Class
ProView
FLCC
Federated Hermes MDT Large Cap Core ETF
ProView
FIUSX
Nomura Opportunity Fund Class A
ProView
FIVCX
Nomura Opportunity Fund Class C
ProView
FIVUX
Nomura Opportunity Fund Institutional Class
ProView
FIVVX
Nomura Opportunity Fund Class R6
ProView
FIZRX
Nomura Opportunity Fund Class R
ProView
GVLU
Gotham 1000 Value ETF
ProView
CRSSX
Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class
ProView
DODGX
Dodge & Cox Stock Fund Class I
ProView
DOXGX
Dodge & Cox Stock Fund Class X
ProView
PLVJX
Principal LargeCap Value Fund III Class J
ProView
PLVIX
Principal LargeCap Value Fund III Institutional Class
ProView
PPSFX
Principal LargeCap Value Fund III Class R-3
ProView
PPSRX
Principal LargeCap Value Fund III Class R-5
ProView
VIOV
Vanguard S&P Small Cap 600 Value ETF
ProView
DODBX
Dodge & Cox Balanced Fund
ProView
DOXBX
Dodge & Cox Balanced Fund Class X
ProView
VSMVX
Vanguard S&P Small Cap 600 Value Index Fund Institutional
ProView
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
ProView
FMAT
Fidelity MSCI Materials Index ETF
ProView
VAW
Vanguard Materials ETF
ProView
VMIAX
Vanguard Materials Index Fund Admiral Shs
ProView
XJR
iShares ESG Select Screened S&P Small-Cap ETF
ProView
CSPCX
SMALLCAP World Fund Class 529-C
ProView
CSPEX
SMALLCAP World Fund Class 529-E
ProView
CSPAX
SMALLCAP World Fund Class 529-A
ProView
CSPFX
SMALLCAP World Fund Class 529-F1
ProView
FSFWX
SMALLCAP World Fund Class 529-F-3
ProView
FSWFX
SMALLCAP World Fund Class 529-F-2
ProView
RLLGX
SMALLCAP World Fund Class R6
ProView
RSEBX
SMALLCAP World Fund Class R-2E
ProView
RSLAX
SMALLCAP World Fund Inc Class R-1 Shares
ProView
RSLCX
SMALLCAP World Fund Inc Class R-3 Shares
ProView
RSLBX
SMALLCAP World Fund Inc Class R-2 Shares
ProView
RSLFX
SMALLCAP World Fund Inc Class R-5 Shares
ProView
RSLEX
SMALLCAP World Fund Inc Class R-4 Shares
ProView
RSLDX
SMALLCAP World Fund Class R5E
ProView
SCWFX
SMALLCAP World Fund Class F1
ProView
SCWCX
SMALLCAP World Fund Class C
ProView
SFCWX
SMALLCAP World Fund Class F3
ProView
SMCFX
SMALLCAP World Fund Class F2
ProView
SMCWX
SMALLCAP World Fund Class A
ProView
IJR
iShares Core S&P Small-Cap ETF
ProView
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
ProView
NIXT
Research Affiliates Deletions ETF
ProView
QABGX
Federated Hermes MDT Balanced Fund Class A
ProView
QCBGX
Federated Hermes MDT Balanced Fund Class C
ProView
QIBGX
Federated Hermes MDT Balanced Fund Institutional Class
ProView
QKBGX
Federated Hermes MDT Balanced Fund Class R6
ProView
VTMSX
Vanguard Tax Managed Small Cap Fund Admiral Cl
ProView
VTSIX
Vanguard Tax Managed Small Cap Fund Institutional Plus
ProView
SMCIX
S&P SmallCap Index Fund Investor Class
ProView
SMLKX
S&P SmallCap Index Fund Class K
ProView
VIOO
Vanguard S&P Small-Cap 600 ETF
ProView
CSPYX
Columbia Small Cap Index Fund Institutional Class III
ProView
CXXRX
Columbia Small Cap Index Fund Institutional II Class
ProView
DISIX
BNY Mellon Smallcap Stock Index Fund Class I
ProView
DISSX
BNY Mellon Smallcap Stock Index Fund Investor Class
ProView
DODWX
Dodge & Cox Global Stock Fund
ProView
DOXWX
Dodge & Cox Global Stock Fund Class X
ProView
FNKFX
Fidelity Mid-Cap Stock K6 Fund Class K6
ProView
MXERX
Empower S&P Small Cap 600 Index Fund Institutional Class
ProView
MXISX
Empower S&P Small Cap 600 Index Fund Investor Class
ProView
MXNSX
Empower S&P Small Cap 600 Index Fund Class L
ProView
NMSAX
Columbia Small Cap Index Fund class A
ProView
NMSCX
Columbia Small Cap Index Fund Institutional Class
ProView
PSPIX
Principal SmallCap S&P 600 Index Fund Class R6
ProView
PSSIX
Principal SmallCap S&P 600 Index Fund Institutional Class
ProView
PSSJX
Principal SmallCap S&P 600 Index Fund Class J
ProView
PSSMX
Principal SmallCap S&P 600 Index Fund Class R-3
ProView
PSSPX
Principal SmallCap S&P 600 Index Fund Class R-5
ProView
VSMSX
Vanguard S&P Small Cap 600 Index Fund Institutional
ProView
QTSCIX
Thrivent Small Cap Index Portfolio
ProView
DFSV
Dimensional US Small Cap Value ETF
ProView
FKMCX
Fidelity Mid-Cap Stock Fund Class K
ProView
FMCJX
Fidelity Mid-Cap Stock Fund Class M
ProView
FMCHX
Fidelity Mid-Cap Stock Fund Class A
ProView
FMCNX
Fidelity Mid-Cap Stock Fund Class C
ProView
FMCQX
Fidelity Mid-Cap Stock Fund Class I
ProView
FMCSX
Fidelity Mid-Cap Stock Fund
ProView
FMCWX
Fidelity Mid-Cap Stock Fund Class Z
ProView
VFVA
Vanguard US Value Factor ETF
ProView
JLVP
JPMorgan US Large Cap Value Plus ETF
ProView
AVSBX
Avantis US Small Cap Equity Fund Class G
ProView
AVSCX
Avantis US Small Cap Equity Fund Institutional Class
ProView
DFVE
DoubleLine Fortune 500 Equal Weight ETF
ProView
STXK
Strive Small-Cap ETF
ProView
REBYX
Russell US Small Cap Equity Fund Class Y
ProView
RLACX
Russell US Small Cap Equity Fund Class A
ProView
RLECX
Russell US Small Cap Equity Fund Class C
ProView
RLESX
Russell US Small Cap Equity Fund Class S
ProView
RSCRX
Russell US Small Cap Equity Fund Class R6
ProView
RUNTX
Russell US Small Cap Equity Fund Class M
ProView
JADMX
John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav
ProView
JADPX
John Hancock Variable Insurance Trust Small Opportunities Trust Series II
ProView
JADLX
John Hancock Variable Insurance Trust Small Opportunities Trust Series I
ProView
REAYX
Russell Equity Income Fund Class Y
ProView
REQSX
Russell Equity Income Fund Class C
ProView
RLISX
Russell Equity Income Fund Class S
ProView
RSQAX
Russell Equity Income Fund Class A
ProView
EQAL
Invesco Russell 1000 Equal Weight ETF
ProView
SAA
ProShares Ultra SmallCap600
ProView
BKSE
BNY Mellon US Small Cap Core Equity ETF
ProView
AVSC
Avantis US Small Cap Equity ETF
ProView
DFAT
Dimensional US Targeted Value ETF
ProView
AASSX
American Beacon Small Cap Value Fund Advisor Class
ProView
AASRX
American Beacon Small Cap Value Fund R6 Class
ProView
ABSAX
American Beacon Small Cap Value Fund A Class
ProView
ABSYX
American Beacon Small Cap Value Fund Y Class
ProView
ASVCX
American Beacon Small Cap Value Fund C Class
ProView
AVFIX
American Beacon Small Cap Value Fund Institutional Class
ProView
AVPAX
American Beacon Small Cap Value Fund Investor Class
ProView
PASVX
T. Rowe Price Small Cap Value Fund Advisor Class
ProView
PMFYX
Victory Pioneer Multi-Asset Income Fund Class Y
ProView
PRSVX
T. Rowe Price Small Cap Value Fund Investor Class
ProView
PRVIX
T. Rowe Price Small Cap Value Fund, Inc Class I
ProView
RIFBX
Russell US Small Cap Equity Fund
ProView
TRZVX
T. Rowe Price Small Cap Value Fund Z Class
ProView
VSTCX
Vanguard Strategic Small-Cap Equity Fund Investor Shares
ProView
DAABX
DFA US Sustainability Targeted Value Portfolio
ProView
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
ProView
CFSLX
Column Small Cap Fund
ProView
FXMCX
Fidelity Flex Mid Cap Focused Index Fund
ProView
RTOUX
Russell Tax-Managed US Mid & Small Cap Fund Class M
ProView
RTSAX
Russell Tax-Managed US Mid & Small Cap Fund Class A
ProView
RTSCX
Russell Tax-Managed US Mid & Small Cap Fund Class C
ProView
RTSSX
Russell Tax-Managed US Mid & Small Cap Fund Class S
ProView
JHSC
John Hancock Multifactor Small Cap ETF
ProView
SEUIX
SIMT Large Cap Value Fund Class I
ProView
SVAYX
SIMT Large Cap Value Fund Class Y
ProView
TRMVX
SIMT Large Cap Value Fund Class F
ProView
VSEQX
Vanguard Strategic Equity Fund Investor Class
ProView
FMILX
Fidelity New Millennium Fund
ProView
REMC
Columbia Research Enhanced Mid Cap ETF
ProView
JAVA
JPMorgan Active Value ETF
ProView
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
ProView
SLGAX
SIMT Large Cap Fund Class F
ProView
SLYCX
SIMT Large Cap Fund Class Y
ProView
JAEQX
John Hancock Variable Insurance Trust Small Company Value Trust Series Nav
ProView
JAEPX
John Hancock Variable Insurance Trust Small Company Value Trust Series I
ProView
JAERX
John Hancock Variable Insurance Trust Small Company Value Trust Series 2
ProView
BBMC
JPMorgan BetaBuilders US Mid Cap Equity ETF
ProView
SCHA
Schwab US Small-Cap ETF
ProView
BDLAX
Lord Abbett Bond Debenture Fund
ProView
FLAPX
Fidelity Flex Mid Cap Index Fund
ProView
HLQVX
JPMorgan Large Cap Value Fund Class I
ProView
JLVMX
JPMorgan Large Cap Value Fund Class R6
ProView
JLVRX
JPMorgan Large Cap Value Fund Class R5
ProView
JLVZX
JPMorgan Large Cap Value Fund Class R2
ProView
LBDFX
Lord Abbett Bond Debenture Fund Class F
ProView
LBNDX
Lord Abbett Bond Debenture Fund Cl A
ProView
LBNPX
Lord Abbett Bond Debenture Fund-Class P
ProView
LBNRX
Lord Abbett Bond Debenture Fund Class R3
ProView
LBNSX
Lord Abbett Bond Debenture Fund
ProView
LBNOX
Lord Abbett Bond Debenture Fund Class F3
ProView
LBNTX
Lord Abbett Bond Debenture Fund
ProView
LBNVX
Lord Abbett Bond Debenture Fund
ProView
LBNQX
Lord Abbett Bond Debenture Fund Class R2
ProView
LBNYX
Lord Abbett Bond Debenture Fund Class I
ProView
OLVAX
JPMorgan Large Cap Value Fund Class A
ProView
OLVRX
JPMorgan Large Cap Value Fund Class R4
ProView
OLVTX
JPMorgan Large Cap Value Fund Class R3
ProView
OLVCX
JPMorgan Large Cap Value Fund Class C
ProView
VBR
Vanguard Morningstar Small-Cap Value ETF
ProView
IPSIX
Voya Index Plus SmallCap Portfolio Initial
ProView
IPSSX
Voya Index Plus SmallCap Portfolio Class S
ProView
MTCGX
M Large Cap Growth Fund
ProView
PEXMX
T. Rowe Price Extended Equity Market Index Fund
ProView
PKAAX
PIMCO RAE US Fund Class A
ProView
PKAIX
PIMCO RAE US Fund Class INSTL
ProView
PKAPX
PIMCO RAE US Fund Class I-2
ProView
RIFAX
Russell US Strategic Equity Fund
ProView
RSEAX
Russell US Strategic Equity Fund Class A
ProView
RSECX
Russell US Strategic Equity Fund Class C
ProView
RSESX
Russell US Strategic Equity Fund Class S
ProView
RUSPX
Russell US Strategic Equity Fund Class Y
ProView
RUSTX
Russell US Strategic Equity Fund Class M
ProView
SCPAX
SEI Institutional Investment Trust - Large Cap Disciplined Equity Fund Class A
ProView
SEVAX
NAA SMid Cap Value Fund Class A
ProView
SEVSX
NAA SMid Cap Value Fund Class C
ProView
SVUIX
NAA SMid Cap Value Fund Institutional Class
ProView
VISVX
Vanguard Morningstar Small-Cap Value Index Fund Investor Class
ProView
VMNFX
Vanguard Market Neutral Fund Investor Shs
ProView
VMNIX
Vanguard Market Neutral Fund Insti Shs
ProView
VSIAX
Vanguard Morningstar Small-Cap Value Index Fund Admiral Class
ProView
VSIIX
Vanguard Morningstar Small-Cap Value Index Fund Institutional Class
ProView
BSMAX
iShares Russell Small/Mid-Cap Index Fund Class Investor A
ProView
BSMKX
iShares Russell Small/Mid-Cap Index Fund Class K
ProView
BSMIX
iShares Russell Small/Mid-Cap Index Fund Institutional Class
ProView
JPME
JPMorgan Diversified Return US Mid Cap Equity ETF
ProView
ISCV
iShares Morningstar Small-Cap Value ETF
ProView
TRMNX
T Rowe Price Mid-Cap Index Fund
ProView
TRMSX
T Rowe Price Mid-Cap Index Fund Institutional Class
ProView
TRSZX
T Rowe Price Mid-Cap Index Fund Class Z
ProView
SCHM
Schwab US Mid Cap ETF
ProView
DFAS
Dimensional US Small Cap ETF
ProView
FLCG
Federated Hermes MDT Large Cap Growth ETF
ProView
ISCB
iShares Morningstar Small-Cap ETF
ProView
TEXN
iShares Texas Equity ETF
ProView
DFSCX
DFA US Micro Cap Portfolio
ProView
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
ProView
MASPX
BlackRock Advantage SMID Cap Fund Inc Institutional Class
ProView
MCSPX
BlackRock Advantage SMID Cap Fund Inc Class C
ProView
MDSPX
BlackRock Advantage SMID Cap Fund Inc Class A
ProView
MKSPX
BlackRock Advantage SMID Cap Fund Inc Class K
ProView
MRSPX
BlackRock Advantage SMID Cap Fund Inc Class R
ProView
ISCG
iShares Morningstar Small-Cap Growth ETF
ProView
OPTZ
Optimize Strategy Index ETF
ProView
BBVLX
Bridge Builder Large Cap Value Fund
ProView
CBFAX
American Funds Global Balanced Fund Cl 529-A
ProView
CBFEX
American Funds Global Balanced Fund
ProView
CBFFX
American Funds Global Balanced Fund Cl 529- F-1
ProView
CBFCX
American Funds Global Balanced Fund Cl 529-C
ProView
FFBGX
American Funds Global Balanced Fund Class 529-F-3
ProView
FFGGX
American Funds Global Balanced Fund Class 529-F-2
ProView
FSMAX
Fidelity Extended Market Index Fund
ProView
FZIPX
Fidelity ZERO Extended Market Index Fund
ProView
GBLAX
American Funds Global Balanced Fund Cl A
ProView
GBLCX
American Funds Global Balanced Fund Cl C
ProView
GBLEX
American Funds Global Balanced Fund Cl F-1
ProView
GBLFX
American Funds Global Balanced Fund Cl F-2
ProView
GFBLX
American Funds Global Balanced Fund Class F-3
ProView
JMTNX
Janus Henderson Multi-Sector Income Fund Class N
ProView
JMUAX
Janus Henderson Multi-Sector Income Fund Class A
ProView
JMUCX
Janus Henderson Multi-Sector Income Fund Class C
ProView
JMUDX
Janus Henderson Multi-Sector Income Fund Class D
ProView
JMUIX
Janus Henderson Multi-Sector Income Fund Class I
ProView
JMUTX
Janus Henderson Multi-Sector Income Fund Class T
ProView
JMUSX
Janus Henderson Multi-Sector Income Fund Class S
ProView
RGBCX
American Funds Global Balanced Fund Cl R-3
ProView
RGBBX
American Funds Global Balanced Fund Cl R-2
ProView
RGBEX
American Funds Global Balanced Fund Cl R-4
ProView
RGBGX
American Funds Global Balanced Fund Cl R-6
ProView
RGBFX
American Funds Global Balanced Fund Cl R-5
ProView
RGBHX
American Funds Global Balanced Fund Class R-5E
ProView
RGBLX
American Funds Global Balanced Fund Cl R-1
ProView
RGGHX
American Funds Global Balanced Fund Class R2E
ProView
SMMD
iShares Russell 2500 ETF
ProView
SMXAX
SEI Institutional Investments Trust - Extended Market Index Fund Class A
ProView
SSMAX
SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A
ProView
STLYX
SIMT Tax-Managed Large Cap Fund Class Y
ProView
TMLCX
SIMT Tax-Managed Large Cap Fund Class F
ProView
USMIX
Victory Extended Market Index Fund Class Fund shares
ProView
FMDE
Fidelity Enhanced Mid Cap Core ETF
ProView
SFYX
Sofi Next 500 ETF
ProView
VB
Vanguard Morningstar Small-Cap ETF
ProView
VXF
Vanguard Extended Market ETF
ProView
JVAL
JPMorgan US Value Factor ETF
ProView
EVSAX
Allspring Disciplined US Core Fund Class A
ProView
EVSIX
Allspring Disciplined US Core Fund institutional
ProView
EVSRX
Allspring Disciplined US Core Fund Class R6
ProView
EVSTX
Allspring Disciplined US Core Fund Class C
ProView
NAESX
Vanguard Morningstar Small-Cap Index Fund Investor Class
ProView
PMJAX
PIMCO RAE US Small Fund Class A
ProView
PMJIX
PIMCO RAE US Small Fund Class INSTL
ProView
PMJPX
PIMCO RAE US Small Fund Class I-2
ProView
SSMHX
State Street Small/Mid Cap Equity Index Portfolio
ProView
VEMPX
Vanguard Extended Market Index Fund Institutional Plus Class
ProView
VEXAX
Vanguard Extended Market Index Fund Admiral Shs
ProView
VEXMX
Vanguard Extended Market Index Fund Investor Class
ProView
VIEIX
Vanguard Extended Market Index Fund Institutional
ProView
VSCIX
Vanguard Morningstar Small-Cap Index Fund Institutional Class
ProView
VSCPX
Vanguard Morningstar Small-Cap Index Fund Institutional Plus Class
ProView
VSMAX
Vanguard Morningstar Small-Cap Index Fund Admiral Class
ProView
VVIMX
Voya VACS Index Series MC Portfolio
ProView
SCIII
BlackRock Advantage SMID Cap V.I. Fund Class III
ProView
SMCPI
BlackRock Advantage SMID Cap V.I. Fund Class I
ProView
IWS
iShares Russell Mid-cap Value ETF
ProView
PRF
Invesco RAFI US 1000 ETF
ProView
FNDX
Schwab Fundamental US Large Company ETF
ProView
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
ProView
WSML
iShares MSCI World Small-Cap ETF
ProView
FIMVX
Fidelity Mid Cap Value Index Fund
ProView
FPKFX
Fidelity Puritan K6 Fund Class K6
ProView
FPUKX
Fidelity Puritan Fund Class K
ProView
FPURX
Fidelity Puritan Fund
ProView
FSWCX
Fidelity SAI US Value Index Fund
ProView
GSCZX
GuideStone Funds Small Cap Equity Fund Investor Class
ProView
GSCYX
GuideStone Funds Small Cap Equity Fund Institutional Class
ProView
RETSX
Russell Tax-Managed US Large Cap Fund Class S
ProView
RTLAX
Russell Tax-Managed US Large Cap Fund Class A
ProView
RTLCX
Russell Tax-Managed US Large Cap Fund Class C
ProView
RTMTX
Russell Tax-Managed US Large Cap Fund Class M
ProView
SFLNX
Schwab Fundamental US Large Company Index Fund
ProView
JPUS
JPMorgan Diversified Return US Equity ETF
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IWR
iShares Russell Mid-Cap ETF
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MFUS
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
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DXUV
Dimensional US Vector Equity ETF
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MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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TXS
Texas Capital Texas Equity Index ETF
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BBTSX
Bridge Builder Tax Managed Small/Mid Cap Fund
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CAVAX
Catholic Values Equity Fund Class F
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CAVYX
Catholic Values Equity Fund Class Y
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CMCRX
Calvert US Mid Cap Core Responsible Index Class R6
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CMJAX
Calvert US Mid Cap Core Responsible Index Class A
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CMJIX
Calvert US Mid Cap Core Responsible Index Class I
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DFSVX
DFA US Small Cap Value Portfolio
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DFSTX
DFA US Small Cap Portfolio Institutional Class
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FSMDX
Fidelity Mid Cap Index Fund
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IIRMX
Voya Russell Mid Cap Index Portfolio Initial
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IRMAX
Voya Russell Mid Cap Index Portfolio Advisor Class
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IRMTX
Voya Russell Mid Cap Index Portfolio S2
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