ETFs & Mutual Funds Holding PFSI
ETFs & Mutual Funds Holding PFSI
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ETFs & Mutual Funds Holding PFSI
Get exposure to PennyMac Financial Services Inc. through 423 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
All 423 Funds with PFSI
| Fund ↕ | Weight ↓ | |
|---|---|---|
| CUSCX Cullen Small Cap Value Fund Class C | 3.44% | View |
| CUSIX Cullen Small Cap Value Fund Class I | 3.44% | View |
| CUSRX Cullen Small Cap Value Fund Retail Class | 3.44% | View |
| DBSC Deepwater Beachfront Small Cap ETF | 1.83% | View |
| NSCAX Nuveen Small Cap Value Opportunities Fund Class A | 1.56% | View |
| NSCFX Nuveen Small Cap Value Opportunities Fund Class R6 | 1.56% | View |
| NSCCX Nuveen Small Cap Value Opportunities Fund Class C | 1.56% | View |
| NSCRX Nuveen Small Cap Value Opportunities Fund Class I | 1.56% | View |
| MNSQX Invesco Main Street Small Cap Fund Class R5 | 1.38% | View |
| OSCAX Invesco Main Street Small Cap Fund Class A | 1.38% | View |
| OSCCX Invesco Main Street Small Cap Fund CLASS C | Pro | View |
| OSCNX Invesco Main Street Small Cap Fund CLASS R | Pro | View |
| OSCYX Invesco Main Street Small Cap Fund CLASS Y | Pro | View |
| OSSIX Invesco Main Street Small Cap Fund Class R6 | Pro | View |
| DLBMX MassMutual Small Cap Opportunities Fund Class A | Pro | View |
| MCCRX MassMutual Small Cap Opportunities Fund Class R3 | Pro | View |
| MMOGX MassMutual Small Cap Opportunities Fund Class Y | Pro | View |
| MOORX MassMutual Small Cap Opportunities Fund Class R4 | Pro | View |
| MSCDX MassMutual Small Cap Opportunities Fund Class R5 | Pro | View |
| MSCLX MassMutual Small Cap Opportunities Fund Administrative Class | Pro | View |
| MSOOX MassMutual Small Cap Opportunities Fund Class I | Pro | View |
| MSVYX MassMutual Small Cap Opportunities Fund Service Class | Pro | View |
| OTCFX T. Rowe Price Small Cap Stock Fund, Inc Investor Class | Pro | View |
| OTIIX T. Rowe Price Small Cap Stock Fund, Inc Class I | Pro | View |
| PASSX T. Rowe Price Small Cap Stock Fund, Inc Advisor Class | Pro | View |
| TRSSX T.Rowe Price Institutional Small-Cap Stock Fund | Pro | View |
| TRZZX T. Rowe Price Small Cap Stock Fund, Inc Class Z | Pro | View |
| JAEQX John Hancock Variable Insurance Trust Small Company Value Trust Series Nav | Pro | View |
| JAEPX John Hancock Variable Insurance Trust Small Company Value Trust Series I | Pro | View |
| JAERX John Hancock Variable Insurance Trust Small Company Value Trust Series 2 | Pro | View |
| FDFF Fidelity Disruptive Finance ETF | Pro | View |
| PASVX T. Rowe Price Small Cap Value Fund Advisor Class | Pro | View |
| PRSVX T. Rowe Price Small Cap Value Fund Investor Class | Pro | View |
| PRVIX T. Rowe Price Small Cap Value Fund, Inc Class I | Pro | View |
| TRZVX T. Rowe Price Small Cap Value Fund Z Class | Pro | View |
| KBE State Street SPDR S&P Bank ETF | Pro | View |
| FSOPX Fidelity Series Small Cap Opportunities Fund | Pro | View |
| FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | Pro | View |
| FCDCX Fidelity Advisor Stock Selector Small Cap Fund Class C | Pro | View |
| FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | Pro | View |
| FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | Pro | View |
| FSSZX Fidelity Advisor Stock Selector Small Cap Fund Class Z | Pro | View |
| BOSCX BNY Mellon Small Cap Value Fund Class C | Pro | View |
| BOSYX BNY Mellon Small Cap Value Fund Class Y | Pro | View |
| RUDAX BNY Mellon Small Cap Value Fund Class A | Pro | View |
| STSVX BNY Mellon Small Cap Value Fund Class I | Pro | View |
| GSC Goldman Sachs Small Cap Equity ETF | Pro | View |
| JPSV JPMorgan Active Small Cap Value ETF | Pro | View |
| CSCQX Columbia Small Cap Value Discovery Fund Class S | Pro | View |
| CSCZX Columbia Small Cap Value Discovery Fund Class Inst | Pro | View |
| CSMIX Columbia Small Cap Value Discovery Fund Class A | Pro | View |
| CSSCX Columbia Small Cap Value Discovery Fund Class C | Pro | View |
| CSVYX Columbia Small Cap Value Discovery Fund Class Inst3 | Pro | View |
| CSVRX Columbia Small Cap Value Discovery Fund Class R | Pro | View |
| CUURX Columbia Small Cap Value Discovery Fund Class Inst2 | Pro | View |
| BKPSX Banks UltraSector ProFund | Pro | View |
| BKPIX Banks UltraSector ProFund | Pro | View |
| ASMNX AQR Small Cap Momentum Style Fund Class N | Pro | View |
| ASMOX AQR Small Cap Momentum Style Fund Class I | Pro | View |
| GSQRX Goldman Sachs Small Cap Value Fund Class R | Pro | View |
| GSQTX Goldman Sachs Small Cap Value Fund Investor Class | Pro | View |
| GSSCX Goldman Sachs Small Cap Value Fund Class C Shares | Pro | View |
| GSSMX Goldman Sachs Small Cap Value Fund A Shares | Pro | View |
| GSSSX Goldman Sachs Small Cap Value Fund Service Shares | Pro | View |
| GSSUX Goldman Sachs Small Cap Value Fund Class R6 | Pro | View |
| GSSIX Goldman Sachs Small Cap Value Fund Institutional Shares | Pro | View |
| GSYPX Goldman Sachs Small Cap Value Fund Class P Shares | Pro | View |
| QSMRX AQR Small Cap Momentum Style Fund Class R6 | Pro | View |
| FSCDX Fidelity Advisor Small Cap Fund Class A | Pro | View |
| FSCEX Fidelity Advisor Small Cap Fund Class C | Pro | View |
| FSCIX Fidelity Advisor Small Cap Fund Class I | Pro | View |
| FSCTX Fidelity Advisor Small Cap Fund Class M | Pro | View |
| FZAOX Fidelity Advisor Small Cap Fund Class Z | Pro | View |
| NDVCX MFS New Discovery Value Fund Class C | Pro | View |
| NDVBX MFS New Discovery Value Fund Class B | Pro | View |
| NDVIX MFS New Discovery Value Fund Class I | Pro | View |
| NDVRX MFS New Discovery Value Fund Class R1 | Pro | View |
| NDVSX MFS New Discovery Value Fund Class R2 | Pro | View |
| NDVUX MFS New Discovery Value Fund Class R4 | Pro | View |
| NDVTX MFS New Discovery Value Fund Class R3 | Pro | View |
| NDVAX MFS New Discovery Value Fund Class A | Pro | View |
| NDVVX MFS New Discovery Value Fund Class R6 | Pro | View |
| SSMG Virtus Silvant Small/Mid Growth ETF | Pro | View |
| AFDZX Applied Finance Explorer Fund Institutional Shares | Pro | View |
| AFDVX Applied Finance Explorer Fund Investor Shares | Pro | View |
| VASVX Vanguard Selected Value Fund Investor Class | Pro | View |
| PRJIX T. Rowe Price New Horizons Fund Class I | Pro | View |
| PRNHX T. Rowe Price New Horizons Fund Investor Class | Pro | View |
| TRUZX T. Rowe Price New Horizons Fund | Pro | View |
| EBIT Harbor AlphaEdge Small Cap Earners ETF | Pro | View |
| JDSCX JPMorgan Small Cap Blend Fund Class I | Pro | View |
| JSCHX JPMorgan Small Cap Blend Fund Class R6 | Pro | View |
| VSCCX JPMorgan Small Cap Blend Fund Class C | Pro | View |
| VSCOX JPMorgan Small Cap Blend Fund Class A | Pro | View |
| MISCX BNY Mellon Small Cap Multi-Strategy Fund Investor Shares | Pro | View |
| MPSSX BNY Mellon Small Cap Multi-Strategy Fund Class M Shares | Pro | View |
| VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares | Pro | View |
| FNY First Trust Mid Cap Growth AlphaDEX Fund | Pro | View |
| AXVIX Acclivity Small Cap Value Fund Class I | Pro | View |
| AXVNX Acclivity Small Cap Value Fund Class N | Pro | View |
| ESSC Eventide Small Cap ETF | Pro | View |
| FDVLX Fidelity Value Fund | Pro | View |
| FVLKX Fidelity Value Fund Class K | Pro | View |
| RESM Columbia Research Enhanced Small Cap ETF | Pro | View |
| FAVFX Fidelity Advisor Value Fund Class A | Pro | View |
| FCVFX Fidelity Advisor Value Fund Class C | Pro | View |
| FTVFX Fidelity Advisor Value Fund Class M | Pro | View |
| FVIFX Fidelity Advisor Value Fund Class I | Pro | View |
| FVLZX Fidelity Advisor Value Fund Class Z | Pro | View |
| DAABX DFA US Sustainability Targeted Value Portfolio | Pro | View |
| JPSE JPMorgan Diversified Return US Small Cap Equity ETF | Pro | View |
| DFFVX DFA US Targeted Value Portfolio | Pro | View |
| OMFS Invesco Russell 2000 Dynamic Multifactor ETF | Pro | View |
| OPTZ Optimize Strategy Index ETF | Pro | View |
| FISVX Fidelity Small Cap Value Index Fund | Pro | View |
| JADMX John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav | Pro | View |
| JADPX John Hancock Variable Insurance Trust Small Opportunities Trust Series II | Pro | View |
| JADLX John Hancock Variable Insurance Trust Small Opportunities Trust Series I | Pro | View |
| VTWV Vanguard Russell 2000 Value ETF | Pro | View |
| JSVPX JPMorgan Small Cap Value Fund Class R3 | Pro | View |
| JSVRX JPMorgan Small Cap Value Fund Class R5 | Pro | View |
| JSVQX JPMorgan Small Cap Value Fund Class R4 | Pro | View |
| JSVUX JPMorgan Small Cap Value Fund Class R6 | Pro | View |
| JSVZX JPMorgan Small Cap Value Fund Class R2 | Pro | View |
| OSVCX JPMorgan Small Cap Value Fund Class C | Pro | View |
| PSOAX JPMorgan Small Cap Value Fund Class A | Pro | View |
| PSOPX JPMorgan Small Cap Value Fund Class I | Pro | View |
| SIVIX State Street Institutional Small-Cap Equity Fund Investment Class | Pro | View |
| SSQSX State Street Institutional Small-Cap Equity Fund Service Class | Pro | View |
| VVSCX VALIC Company I Small Cap Value Fund | Pro | View |
| IWN iShares Russell 2000 Value ETF | Pro | View |
| FNDA Schwab Fundamental US Small Company ETF | Pro | View |
| DFSV Dimensional US Small Cap Value ETF | Pro | View |
| SFSNX Schwab Fundamental US Small Company Index Fund | Pro | View |
| SSSEX State Street Small-Cap Equity V.I.S. Fund Class 1 | Pro | View |
| DFAT Dimensional US Targeted Value ETF | Pro | View |
| AVCNX Avantis US Small Cap Value Fund Class G | Pro | View |
| AVUVX Avantis US Small Cap Value Fund Institutional Class | Pro | View |
| IJSAX VY JPMorgan Small Cap Core Equity Portfolio Advisor Class | Pro | View |
| IJSSX VY JPMorgan Small Cap Core Equity Portfolio Service | Pro | View |
| IJSTX VY JPMorgan Small Cap Core Equity Portfolio S2 | Pro | View |
| IJSIX VY JPMorgan Small Cap Core Equity Portfolio Initial | Pro | View |
| VPRSX VY JPMorgan Small Cap Core Equity Portfolio Class R6 | Pro | View |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | View |
| JHSC John Hancock Multifactor Small Cap ETF | Pro | View |
| TPSC Timothy Plan US Small Cap Core ETF | Pro | View |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | View |
| IIRSX Voya Russell Small Cap Index Portfolio Initial | Pro | View |
| IRCIX Voya Russell Small Cap Index Portfolio Class S2 | Pro | View |
| IRSIX Voya Russell Small Cap Index Portfolio Advisor Class | Pro | View |
| IRSSX Voya Russell Small Cap Index Portfolio Class S | Pro | View |
| NSIDX Northern Small Cap Index Fund | Pro | View |
| VFVA Vanguard US Value Factor ETF | Pro | View |
| AVUV Avantis US Small Cap Value ETF | Pro | View |
| BKSE BNY Mellon US Small Cap Core Equity ETF | Pro | View |
| VSEQX Vanguard Strategic Equity Fund Investor Class | Pro | View |
| FLXSX Fidelity Flex Small Cap Index Fund | Pro | View |
| JAEWX John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav | Pro | View |
| JAJOX John Hancock Variable Insurance Trust Small Cap Index Trust Series II | Pro | View |
| JESIX John Hancock Variable Insurance Trust Small Cap Index Trust Series I | Pro | View |
| KBFR Innovator US Small Cap Managed 10 Buffer ETF | Pro | View |
| SWSSX Schwab Small-Cap Index Fund | Pro | View |
| BBSC JPMorgan BetaBuilders US Small Cap Equity ETF | Pro | View |
| EZM WisdomTree US MidCap Fund | Pro | View |
| FAD First Trust Multi Cap Growth AlphaDEX Fund | Pro | View |
| DFAS Dimensional US Small Cap ETF | Pro | View |
| DFSVX DFA US Small Cap Value Portfolio | Pro | View |
| GMRIX Nationwide Small Cap Index Fund Class R6 | Pro | View |
| GMRAX Nationwide Small Cap Index Fund Class A | Pro | View |
| GMSRX Nationwide Small Cap Index Fund Class R | Pro | View |
| JSCZX JPMorgan US Small Company Fund Class R2 | Pro | View |
| JSCSX JPMorgan US Small Company Fund Class I | Pro | View |
| JTUCX JPMorgan US Small Company Fund Class C | Pro | View |
| JTUAX JPMorgan US Small Company Fund Class A | Pro | View |
| JUSMX JPMorgan US Small Company Fund Class R6 | Pro | View |
| JUSPX JPMorgan US Small Company Fund Class R3 | Pro | View |
| JUSSX JPMorgan US Small Company Fund Class L | Pro | View |
| JUSYX JPMorgan US Small Company Fund Class R5 | Pro | View |
| JUSQX JPMorgan US Small Company Fund Class R4 | Pro | View |
| NWXRX Nationwide Small Cap Index Fund Institutional Service Class | Pro | View |
| TRCSX T Rowe Price Small-Cap Index Fund Institutional Class | Pro | View |
| TRSYX T Rowe Price Small-Cap Index Fund | Pro | View |
| TRZIX T Rowe Price Small-Cap Index Fund Class Z | Pro | View |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | View |
| VMNFX Vanguard Market Neutral Fund Investor Shs | Pro | View |
| VMNIX Vanguard Market Neutral Fund Insti Shs | Pro | View |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | View |
| VVICX Voya VACS Index Series SC Portfolio | Pro | View |
| BSIVX BlackRock Small Cap Index V.I. Fund Class I | Pro | View |
| BSIYX BlackRock Small Cap Index V.I. Fund Class III | Pro | View |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | View |
| VTWO Vanguard Russell 2000 ETF | Pro | View |
| IWM iShares Russell 2000 ETF | Pro | View |
| ISCV iShares Morningstar Small-Cap Value ETF | Pro | View |
| RSSL Global X Russell 2000 ETF | Pro | View |
| FSSNX Fidelity Small Cap Index Fund | Pro | View |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | View |
| TGIPX T. Rowe Price Spectrum Moderate Growth Allocation Fund Class I | Pro | View |
| TRSGX T. Rowe Price Spectrum Moderate Growth Allocation Fund Investor Class | Pro | View |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | View |
| FNX First Trust Mid Cap Core AlphaDEX Fund | Pro | View |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | View |
| RB ProShares Russell 2000 Dynamic Buffer ETF | Pro | View |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | View |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | View |
| USMIX Victory Extended Market Index Fund Class Fund shares | Pro | View |
| VYSVX Vericimetry US Small Cap Value Fund | Pro | View |
| ITWO ProShares Russell 2000 High Income ETF | Pro | View |
| DON WisdomTree US MidCap Dividend Fund | Pro | View |
| DXUV Dimensional US Vector Equity ETF | Pro | View |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | View |
| QAAGRX T. Rowe Price Moderate Allocation Portfolio | Pro | View |
| REBYX Russell US Small Cap Equity Fund Class Y | Pro | View |
| RLACX Russell US Small Cap Equity Fund Class A | Pro | View |
| RLECX Russell US Small Cap Equity Fund Class C | Pro | View |
| RLESX Russell US Small Cap Equity Fund Class S | Pro | View |
| RSCRX Russell US Small Cap Equity Fund Class R6 | Pro | View |
| RUNTX Russell US Small Cap Equity Fund Class M | Pro | View |
| RYAKX Russell 2000 1.5x Strategy Fund Class A | Pro | View |
| RYCMX Russell 2000 1.5x Strategy Fund Class C | Pro | View |
| RYMKX Russell 2000 1.5x Strategy Fund Class H | Pro | View |
| TPPAX T. Rowe Price Spectrum Moderate Allocation Fund Class I | Pro | View |
| TRPBX T. Rowe Price Spectrum Moderate Allocation Fund Investor Class | Pro | View |
| VISVX Vanguard Morningstar Small-Cap Value Index Fund Investor Class | Pro | View |
| VSIAX Vanguard Morningstar Small-Cap Value Index Fund Admiral Class | Pro | View |
| VSIIX Vanguard Morningstar Small-Cap Value Index Fund Institutional Class | Pro | View |
| VBR Vanguard Morningstar Small-Cap Value ETF | Pro | View |
| SCHA Schwab US Small-Cap ETF | Pro | View |
| AVSC Avantis US Small Cap Equity ETF | Pro | View |
| DFVEX US Vector Equity Portfolio | Pro | View |
| PMJAX PIMCO RAE US Small Fund Class A | Pro | View |
| PMJIX PIMCO RAE US Small Fund Class INSTL | Pro | View |
| PMJPX PIMCO RAE US Small Fund Class I-2 | Pro | View |
| RIFBX Russell US Small Cap Equity Fund | Pro | View |
| RYRHX Russell 2000 Fund Class H | Pro | View |
| RYRRX Russell 2000 Fund Class A | Pro | View |
| RYROX Russell 2000 Fund Class C | Pro | View |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | View |
| VEXAX Vanguard Extended Market Index Fund Admiral Shs | Pro | View |
| VEXMX Vanguard Extended Market Index Fund Investor Class | Pro | View |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | View |
| SAUMX SA US Small Company Fund | Pro | View |
| GSSC Goldman Sachs ActiveBeta US Small Cap Equity ETF | Pro | View |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | Pro | View |
| ISCB iShares Morningstar Small-Cap ETF | Pro | View |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | View |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | View |
| PPIPX T. Rowe Price Spectrum Conservative Allocation Fund Class I | Pro | View |
| PRSIX T. Rowe Price Spectrum Conservative Allocation Fund Investor Class | Pro | View |
| SLPIX Small-Cap ProFund | Pro | View |
| SLPSX Small-Cap ProFund Service Class | Pro | View |
| NMAI Nuveen Multi-Asset Income Fund | Pro | View |
| UWM ProShares Ultra Russell2000 | Pro | View |
| CFSLX Column Small Cap Fund | Pro | View |
| FNCL Fidelity MSCI Financials Index ETF | Pro | View |
| VB Vanguard Morningstar Small-Cap ETF | Pro | View |
| VFH Vanguard Financials ETF | Pro | View |
| VXF Vanguard Extended Market ETF | Pro | View |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | View |
| FSMAX Fidelity Extended Market Index Fund | Pro | View |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | View |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | View |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | Pro | View |
| VFAIX Vanguard Financial Index Fund Admiral Shs | Pro | View |
| VSCIX Vanguard Morningstar Small-Cap Index Fund Institutional Class | Pro | View |
| VSCPX Vanguard Morningstar Small-Cap Index Fund Institutional Plus Class | Pro | View |
| VSMAX Vanguard Morningstar Small-Cap Index Fund Admiral Class | Pro | View |
| BSMAX iShares Russell Small/Mid-Cap Index Fund Class Investor A | Pro | View |
| BSMKX iShares Russell Small/Mid-Cap Index Fund Class K | Pro | View |
| BSMIX iShares Russell Small/Mid-Cap Index Fund Institutional Class | Pro | View |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | View |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | View |
| SMLF iShares US Small-Cap Equity Factor ETF | Pro | View |
| AVSU Avantis Responsible US Equity ETF | Pro | View |
| DCOR Dimensional US Core Equity 1 ETF | Pro | View |
| DFAC Dimensional US Core Equity 2 ETF | Pro | View |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | Pro | View |
| DFSU Dimensional US Sustainability Core 1 ETF | Pro | View |
| DFUV Dimensional US Marketwide Value ETF | Pro | View |
| HKND Humankind US Stock ETF | Pro | View |
| WSML iShares MSCI World Small-Cap ETF | Pro | View |
| CFJIX Calvert US Large Cap Value Responsible Index Fund Class I | Pro | View |
| CFJAX Calvert US Large Cap Value Responsible Index Fund Class A | Pro | View |
| CLVRX Calvert US Large Cap Value Responsible Index Fund Class R6 | Pro | View |
| CMCRX Calvert US Mid Cap Core Responsible Index Class R6 | Pro | View |
| CMJAX Calvert US Mid Cap Core Responsible Index Class A | Pro | View |
| CMJIX Calvert US Mid Cap Core Responsible Index Class I | Pro | View |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | View |
| FSUMX Fidelity Series Sustainable US Market Fund | Pro | View |
| GSEQX Goldman Sachs Multi-Manager Global Equity Fund Class R6 | Pro | View |
| RYRSX Russell 2000 2x Strategy Fund Class H | Pro | View |
| RYRLX Russell 2000 2x Strategy Fund Class C | Pro | View |
| RYRUX Russell 2000 2x Strategy Fund Class A | Pro | View |
| TILT FlexShares Morningstar US Market Factor Tilt Index Fund | Pro | View |
| DFMC Dimensional US Micro Cap Portfolio ETF | Pro | View |
| URTY ProShares UltraPro Russell2000 | Pro | View |
| DVRIX MFS Global Alternative Strategy Fund Class I | Pro | View |
| DVRAX MFS Global Alternative Strategy Fund Class A | Pro | View |
| DVRFX MFS Global Alternative Strategy Fund Class R1 | Pro | View |
| DVRCX MFS Global Alternative Strategy Fund Class C | Pro | View |
| DVRHX MFS Global Alternative Strategy Fund Class R2 | Pro | View |
| DVRBX MFS Global Alternative Strategy Fund Class B | Pro | View |
| DVRJX MFS Global Alternative Strategy Fund Class R3 | Pro | View |
| DVRLX MFS Global Alternative Strategy Fund Class R5 | Pro | View |
| DVRKX MFS Global Alternative Strategy Fund Class R4 | Pro | View |
| AVUS Avantis US Equity ETF | Pro | View |
| DTD WisdomTree US Total Dividend Fund | Pro | View |
| HDG ProShares Hedge Replication ETF | Pro | View |
| PRF Invesco RAFI US 1000 ETF | Pro | View |
| FNDB Schwab Fundamental US Broad Market ETF | Pro | View |
| DFAU Dimensional US Core Equity Market ETF | Pro | View |
| AABCX Franklin Dynamic Asset Allocation Balanced Fund Class C | Pro | View |
| AVUNX Avantis US Equity Fund Class G | Pro | View |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | View |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | View |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | View |
| JAFVX John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav | Pro | View |
| JAFEX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav | Pro | View |
| JAFFX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series II | Pro | View |
| JETSX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I | Pro | View |
| KCXIX Knights of Columbus US All Cap Index Fund I Class | Pro | View |
| NCGFX New Covenant Growth Fund | Pro | View |
| PAARX Franklin Dynamic Asset Allocation Balanced Fund Class R | Pro | View |
| PABAX Franklin Dynamic Asset Allocation Balanced Fund Class A | Pro | View |
| PACAX Franklin Dynamic Asset Allocation Conservative Fund Class A | Pro | View |
| PABYX Franklin Dynamic Asset Allocation Balanced Fund Class Y | Pro | View |
| PACCX Franklin Dynamic Asset Allocation Conservative Fund Class C | Pro | View |
| PACRX Franklin Dynamic Asset Allocation Conservative Fund Class R | Pro | View |
| PACYX Franklin Dynamic Asset Allocation Conservative Fund Class Y | Pro | View |
| PAEAX Franklin Dynamic Asset Allocation Growth Fund Class A | Pro | View |
| PAECX Franklin Dynamic Asset Allocation Growth Fund Class C | Pro | View |
| PAGYX Franklin Dynamic Asset Allocation Growth Fund Class Y | Pro | View |
| PASRX Franklin Dynamic Asset Allocation Growth Fund Class R | Pro | View |
| PJARX Principal SmallCap Value Fund II Class R-3 | Pro | View |
| PLARX Principal SmallCap Value Fund II Class R-5 | Pro | View |
| POMIX T. Rowe Price Total Equity Market Index Fund | Pro | View |
| PPVIX Principal SmallCap Value Fund Institutional Class | Pro | View |
| PSMJX Principal SmallCap Value Fund II Class J | Pro | View |
| PSMVX Principal SmallCap Value Fund II Class R6 | Pro | View |
| SSTTX State Street Total Return V.I.S. Fund CL 3 | Pro | View |
| SSTIX State Street Total Return V.I.S. Fund CL1 | Pro | View |
| VHYAX Vanguard High Dividend Yield Index Fund Admiral Class | Pro | View |
| WFIVX Wilshire 5000 Index Fund Investment Class | Pro | View |
| WINDX Wilshire 5000 Index Fund Institutional Class | Pro | View |
| SPXX Nuveen S&P 500 Dynamic Overwrite Fund | Pro | View |
| PACDX Franklin Dynamic Asset Allocation Conservative Fund Class R5 | Pro | View |
| PAAEX Franklin Dynamic Asset Allocation Balanced Fund Class R6 | Pro | View |
| PAADX Franklin Dynamic Asset Allocation Balanced Fund Class R5 | Pro | View |
| PAEEX Franklin Dynamic Asset Allocation Growth Fund Class R6 | Pro | View |
| PADEX Franklin Dynamic Asset Allocation Growth Fund Class R5 | Pro | View |
| PCCEX Franklin Dynamic Asset Allocation Conservative Fund Class R6 | Pro | View |
| VTHR Vanguard Russell 3000 ETF | Pro | View |
| VTI Vanguard Morningstar Total Stock Market ETF | Pro | View |
| ITOT iShares Core S&P Total US Stock Market ETF | Pro | View |
| SCHB Schwab US Broad Market ETF | Pro | View |
| SCHK Schwab 1000 Index ETF | Pro | View |
| SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF | Pro | View |
| VT Vanguard Total World Stock ETF | Pro | View |
| DFUS Dimensional US Equity Market ETF | Pro | View |
| EBI Longview Advantage ETF | Pro | View |
| AALGX Thrivent Global Stock Fund Class A | Pro | View |
| CISIX Calvert US Large Cap Core Responsible Index Fund Class I | Pro | View |
| CSXAX Calvert US Large Cap Core Responsible Index Fund Class A | Pro | View |
| CSXRX Calvert US Large Cap Core Responsible Index Fund Class R6 | Pro | View |
| CSXCX Calvert US Large Cap Core Responsible Index Fund Class C | Pro | View |
| ESGV Vanguard ESG US Stock ETF | Pro | View |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | View |
| FCFMX Fidelity Series Total Market Index Fund | Pro | View |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | View |
| FSKAX Fidelity Total Market Index Fund | Pro | View |
| FZROX Fidelity ZERO Total Market Index Fund | Pro | View |
| GARUX Goldman Sachs Absolute Return Tracker Fund Class R6 | Pro | View |
| GARTX Goldman Sachs Absolute Return Tracker Fund Class A | Pro | View |
| GCRTX Goldman Sachs Absolute Return Tracker Fund Class C | Pro | View |
| GJRTX Goldman Sachs Absolute Return Tracker Fund Class I | Pro | View |
| GRRTX Goldman Sachs Absolute Return Tracker Fund Class R | Pro | View |
| GSGPX Goldman Sachs Absolute Return Tracker Fund Class P | Pro | View |
| GSRTX Goldman Sachs Absolute Return Tracker Fund Investor Class | Pro | View |
| IILGX Thrivent Global Stock Fund Class S | Pro | View |
| PMICX Franklin Multi-Asset Income Fund Class C | Pro | View |
| PMIRX Franklin Multi-Asset Income Fund Class R | Pro | View |
| PMIAX Franklin Multi-Asset Income Fund Class A | Pro | View |
| PMIVX Franklin Multi-Asset Income Fund Class R6 | Pro | View |
| PMIYX Franklin Multi-Asset Income Fund Class Y | Pro | View |
| QCSTPX CREF Total Global Stock Account Class R2 | Pro | View |
| QCSTRX CREF Total Global Stock Account Class R1 | Pro | View |
| QCSTIX CREF Total Global Stock Account Class R3 | Pro | View |
| QCSTFX CREF Total Global Stock Account Class R4 | Pro | View |
| SNXFX Schwab 1000 Index Fund | Pro | View |
| SSBIX State Street Balanced Index Fund Class K | Pro | View |
| TAAAX Thrivent Aggressive Allocation Fund Class A | Pro | View |
| TAAIX Thrivent Aggressive Allocation Fund Class S | Pro | View |
| SWTSX Schwab Total Stock Market Index Fund | Pro | View |
| TCAIX Thrivent Moderately Conservative Allocation Fund Class S | Pro | View |
| TCAAX Thrivent Moderately Conservative Allocation Fund Class A | Pro | View |
| TCEPX Nuveen Equity Index Fund Premier Class | Pro | View |
| TEIHX Nuveen Equity Index Fund Class I | Pro | View |
| TEQWX Nuveen Equity Index Fund Class W | Pro | View |
| THMAX Thrivent Moderate Allocation Fund Class A | Pro | View |
| TIEIX Nuveen Equity Index Fund Class R6 | Pro | View |
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