Mutual Funds Holding APAM
Mutual Funds Holding APAM
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Mutual Funds Holding APAM
Get exposure to Artisan Partners Asset Management Inc. Class A through 350 mutual funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
All 350 Mutual Funds with APAM
| Fund ↕ | Weight ↓ | |
|---|---|---|
| RIVSX River Oak Discovery Fund | 3.04% | View |
| NEFJX Vaughan Nelson Small Cap Fund Class A | 2.30% | View |
| NEJCX Vaughan Nelson Small Cap Fund Class C | 2.30% | View |
| NEJYX Vaughan Nelson Small Cap Fund Class Y | 2.30% | View |
| VSCNX Vaughan Nelson Small Cap Fund Class N | 2.30% | View |
| PKSAX Virtus KAR Small-Cap Core Fund A | 1.78% | View |
| PKSCX Virtus KAR Small-Cap Core Fund C | 1.78% | View |
| PKSFX Virtus KAR Small-Cap Core Fund I | 1.78% | View |
| VSCRX Virtus KAR Small-Cap Core Fund R6 | 1.78% | View |
| WICVX Wasatch Small Cap Value Fund Institutional Class Shares | 1.68% | View |
| WMCVX Wasatch Small Cap Value Fund Investor Class | Pro | Locked |
| OWLLX Channing Intrinsic Value Small-Cap Fund Institutional Class | Pro | Locked |
| PJARX Principal SmallCap Value Fund II Class R-3 | Pro | Locked |
| PLARX Principal SmallCap Value Fund II Class R-5 | Pro | Locked |
| PPVIX Principal SmallCap Value Fund Institutional Class | Pro | Locked |
| PSMJX Principal SmallCap Value Fund II Class J | Pro | Locked |
| PSMVX Principal SmallCap Value Fund II Class R6 | Pro | Locked |
| VSFAX Federated Hermes MDT Small Cap Value Fund Class A | Pro | Locked |
| VSFCX Federated Hermes MDT Small Cap Value Fund Class C | Pro | Locked |
| VSFIX Federated Hermes MDT Small Cap Value Fund Institutional Class | Pro | Locked |
| VSFRX Federated Hermes MDT Small Cap Value Fund Class R | Pro | Locked |
| VSFSX Federated Hermes MDT Small Cap Value Fund Class R6 | Pro | Locked |
| LSPAX LoCorr Spectrum Income Fund Cl A | Pro | Locked |
| LSPCX LoCorr Spectrum Income Fund Cl C | Pro | Locked |
| LSPIX LoCorr Spectrum Income Fund Cl I | Pro | Locked |
| ASCQX American Century Small Company Fund I Class | Pro | Locked |
| ASCRX American Century Small Company Fund Class R | Pro | Locked |
| ASQAX American Century Small Company Fund Class A | Pro | Locked |
| ASQCX American Century Small Company Fund Class C | Pro | Locked |
| ASQGX American Century Small Company Fund R5 Class | Pro | Locked |
| ASQIX American Century Small Company Fund Investor Class | Pro | Locked |
| MCVSX Victory Integrity Small-Cap Value Fund Class C | Pro | Locked |
| MRVSX Victory Integrity Small-Cap Value Fund Class R | Pro | Locked |
| MVSSX Victory Integrity Small-Cap Value Fund Class R6 | Pro | Locked |
| VSCVX Victory Integrity Small-Cap Value Fund Class A | Pro | Locked |
| VSVIX Victory Integrity Small-Cap Value Fund Class Y | Pro | Locked |
| MAISX Victory Integrity Small/Mid-Cap Value Fund Class A | Pro | Locked |
| MIRSX Victory Integrity Small/Mid-Cap Value Fund Class R6 | Pro | Locked |
| MMMSX Victory Integrity Small/Mid-Cap Value Fund Member Class | Pro | Locked |
| MYISX Victory Integrity Small/Mid-Cap Value Fund Class Y | Pro | Locked |
| PENNX Royce Small Cap Fund Investment Class | Pro | Locked |
| QASGX Federated Hermes MDT Small Cap Growth Fund Class A | Pro | Locked |
| QCSGX Federated Hermes MDT Small Cap Growth Fund Class C | Pro | Locked |
| QISGX Federated Hermes MDT Small Cap Growth Fund Institutional Class | Pro | Locked |
| QLSGX Federated Hermes MDT Small Cap Growth Fund Class R6 | Pro | Locked |
| RPMIX Royce Small Cap Fund Institutional Class | Pro | Locked |
| RYPCX Royce Small Cap Fund Consultant Class | Pro | Locked |
| RYPFX Royce Small Cap Fund Service Class | Pro | Locked |
| SSMGX Sit Small Cap Growth Fund | Pro | Locked |
| ESCQX Embark Small Cap Equity Fund Retirement Class | Pro | Locked |
| ESCWX Embark Small Cap Equity Fund Institutional Class | Pro | Locked |
| QASCX Federated Hermes MDT Small Cap Core Fund Class A | Pro | Locked |
| QCSCX Federated Hermes MDT Small Cap Core Fund Class C | Pro | Locked |
| QISCX Federated Hermes MDT Small Cap Core Fund Institutional Class | Pro | Locked |
| QLSCX Federated Hermes MDT Small Cap Core Fund Class R6 | Pro | Locked |
| LGSCX Franklin US Small Cap Equity Fund Class FI | Pro | Locked |
| LMBAX Franklin US Small Cap Equity Fund Class A | Pro | Locked |
| LMBCX Franklin US Small Cap Equity Fund Class C | Pro | Locked |
| LMBMX Franklin US Small Cap Equity Fund Class IS | Pro | Locked |
| LMSIX Franklin US Small Cap Equity Fund Class I | Pro | Locked |
| SDFSX Sit Small Cap Dividend Growth Fund Class S | Pro | Locked |
| SSCDX Sit Small Cap Dividend Growth Fund Class I | Pro | Locked |
| IPSIX Voya Index Plus SmallCap Portfolio Initial | Pro | Locked |
| IPSSX Voya Index Plus SmallCap Portfolio Class S | Pro | Locked |
| CFSSX Column Small Cap Select Fund | Pro | Locked |
| BRSVX Bridgeway Small Cap Value Fund Class N | Pro | Locked |
| CMDDX American Funds US Small & Mid Cap Equity Fund Class 529-A | Pro | Locked |
| CMDHX American Funds US Small & Mid Cap Equity Fund Class 529-C | Pro | Locked |
| CMDJX American Funds US Small & Mid Cap Equity Fund Class 529-E | Pro | Locked |
| CMDLX American Funds US Small & Mid Cap Equity Fund Class 529-F-1 | Pro | Locked |
| CMDNX American Funds US Small & Mid Cap Equity Fund Class 529-F-2 | Pro | Locked |
| CMDOX American Funds US Small & Mid Cap Equity Fund Class 529-F-3 | Pro | Locked |
| RMDDX American Funds US Small & Mid Cap Equity Fund Class R1 | Pro | Locked |
| RMDGX American Funds US Small & Mid Cap Equity Fund Class R2E | Pro | Locked |
| RMDEX American Funds US Small & Mid Cap Equity Fund Class R2 | Pro | Locked |
| RMDHX American Funds US Small & Mid Cap Equity Fund Class R3 | Pro | Locked |
| RMDJX American Funds US Small & Mid Cap Equity Fund Class R4 | Pro | Locked |
| RMDLX American Funds US Small & Mid Cap Equity Fund Class R5 | Pro | Locked |
| RMDKX American Funds US Small & Mid Cap Equity Fund Class R5E | Pro | Locked |
| RMDMX American Funds US Small & Mid Cap Equity Fund Class R6 | Pro | Locked |
| SMDEX American Funds US Small & Mid Cap Equity Fund Class A | Pro | Locked |
| SMDGX American Funds US Small & Mid Cap Equity Fund Class C | Pro | Locked |
| SMDJX American Funds US Small & Mid Cap Equity Fund Class F1 | Pro | Locked |
| SMDKX American Funds US Small & Mid Cap Equity Fund Class F2 | Pro | Locked |
| SMDNX American Funds US Small & Mid Cap Equity Fund Class F3 | Pro | Locked |
| TCSEX Nuveen Quant Small Cap Equity Fund Class A | Pro | Locked |
| TISEX Nuveen Quant Small Cap Equity Fund Class R6 | Pro | Locked |
| TRSEX Nuveen Quant Small Cap Equity Fund Retirement Class | Pro | Locked |
| TSCHX Nuveen Quant Small Cap Equity Fund Class I | Pro | Locked |
| TSCWX Nuveen Quant Small Cap Equity Fund Class W | Pro | Locked |
| TSRPX Nuveen Quant Small Cap Equity Fund Premier Class | Pro | Locked |
| DTSGX Wilshire Small Company Growth Portfolio Fund Investment Class | Pro | Locked |
| WSMGX Wilshire Small Company Growth Portfolio Fund Investor Class | Pro | Locked |
| CFSLX Column Small Cap Fund | Pro | Locked |
| TLEQX Nuveen Life Small Cap Equity Fund | Pro | Locked |
| VEAVX Venerable US Small Cap Fund Class V | Pro | Locked |
| CBHCX Victory Market Neutral Income Fund Class C | Pro | Locked |
| CBHIX Victory Market Neutral Income Fund Class I | Pro | Locked |
| CBHAX Victory Market Neutral Income Fund Class A | Pro | Locked |
| CBHMX Victory Market Neutral Income Fund Member Class | Pro | Locked |
| AVSBX Avantis US Small Cap Equity Fund Class G | Pro | Locked |
| AVSCX Avantis US Small Cap Equity Fund Institutional Class | Pro | Locked |
| CRSSX Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class | Pro | Locked |
| PSPIX Principal SmallCap S&P 600 Index Fund Class R6 | Pro | Locked |
| PSSIX Principal SmallCap S&P 600 Index Fund Institutional Class | Pro | Locked |
| PSSJX Principal SmallCap S&P 600 Index Fund Class J | Pro | Locked |
| PSSMX Principal SmallCap S&P 600 Index Fund Class R-3 | Pro | Locked |
| PSSPX Principal SmallCap S&P 600 Index Fund Class R-5 | Pro | Locked |
| DDERX Nomura Wealth Builder Fund Class R6 | Pro | Locked |
| DDDRX Nomura Wealth Builder Fund Class R | Pro | Locked |
| DDIAX Nomura Wealth Builder Fund Class A | Pro | Locked |
| DDIIX Nomura Wealth Builder Fund Institutional Class | Pro | Locked |
| DDICX Nomura Wealth Builder Fund Class C | Pro | Locked |
| DFSCX DFA US Micro Cap Portfolio | Pro | Locked |
| SGPIX Small-Cap Growth ProFund | Pro | Locked |
| SGPSX Small-Cap Growth ProFund | Pro | Locked |
| DTSVX Wilshire Small Company Value Fund Investment Class | Pro | Locked |
| WDSAX Allspring Disciplined Small Cap Fund Class A | Pro | Locked |
| WSCJX Allspring Disciplined Small Cap Fund Class R6 | Pro | Locked |
| WSCOX Allspring Disciplined Small Cap Fund Institutional Class | Pro | Locked |
| WSMVX Wilshire Small Company Value Fund Institutional Class | Pro | Locked |
| CSPYX Columbia Small Cap Index Fund Institutional Class III | Pro | Locked |
| CXXRX Columbia Small Cap Index Fund Institutional II Class | Pro | Locked |
| NMSAX Columbia Small Cap Index Fund class A | Pro | Locked |
| NMSCX Columbia Small Cap Index Fund Institutional Class | Pro | Locked |
| SMCIX S&P SmallCap Index Fund Investor Class | Pro | Locked |
| SMLKX S&P SmallCap Index Fund Class K | Pro | Locked |
| VSMSX Vanguard S&P Small Cap 600 Index Fund Institutional | Pro | Locked |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | Locked |
| MXERX Empower S&P Small Cap 600 Index Fund Institutional Class | Pro | Locked |
| MXISX Empower S&P Small Cap 600 Index Fund Investor Class | Pro | Locked |
| MXNSX Empower S&P Small Cap 600 Index Fund Class L | Pro | Locked |
| SVPSX Small-Cap Value ProFund | Pro | Locked |
| SVPIX Small-Cap Value ProFund | Pro | Locked |
| DSCGX DFA - US Small Cap Growth Portfolio | Pro | Locked |
| DISIX BNY Mellon Smallcap Stock Index Fund Class I | Pro | Locked |
| DISSX BNY Mellon Smallcap Stock Index Fund Investor Class | Pro | Locked |
| SWSCX Schwab Small-Cap Equity Fund | Pro | Locked |
| VTMSX Vanguard Tax Managed Small Cap Fund Admiral Cl | Pro | Locked |
| VTSIX Vanguard Tax Managed Small Cap Fund Institutional Plus | Pro | Locked |
| MASOX MoA Small Cap Equity Index Fund | Pro | Locked |
| VSMVX Vanguard S&P Small Cap 600 Value Index Fund Institutional | Pro | Locked |
| MSTQX Morningstar US Equity Fund Institutional Class | Pro | Locked |
| ROFRX Royce Small-Cap Opportunity Fund Class R | Pro | Locked |
| ROFIX Royce Small-Cap Opportunity Fund Institutional Class | Pro | Locked |
| ROFCX Royce Small-Cap Opportunity Fund Consultant Class | Pro | Locked |
| RYOFX Royce Small-Cap Opportunity Fund Service Class | Pro | Locked |
| RYPNX Royce Small-Cap Opportunity Fund Investment Class | Pro | Locked |
| SFSNX Schwab Fundamental US Small Company Index Fund | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | Pro | Locked |
| TISBX Nuveen Small Cap Blend Index Fund Class R6 | Pro | Locked |
| TRBIX Nuveen Small Cap Blend Index Fund Retirement Class | Pro | Locked |
| TRHBX Nuveen Small Cap Blend Index Fund Class I | Pro | Locked |
| IIRSX Voya Russell Small Cap Index Portfolio Initial | Pro | Locked |
| IRCIX Voya Russell Small Cap Index Portfolio Class S2 | Pro | Locked |
| IRSIX Voya Russell Small Cap Index Portfolio Advisor Class | Pro | Locked |
| IRSSX Voya Russell Small Cap Index Portfolio Class S | Pro | Locked |
| LONAX Longboard Alternative Growth Fund Class A | Pro | Locked |
| LONGX Longboard Alternative Growth Fund Class I | Pro | Locked |
| NSIDX Northern Small Cap Index Fund | Pro | Locked |
| FECGX Fidelity Small Cap Growth Index Fund | Pro | Locked |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | Locked |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | Locked |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| FSSNX Fidelity Small Cap Index Fund | Pro | Locked |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | Locked |
| GMRIX Nationwide Small Cap Index Fund Class R6 | Pro | Locked |
| GMRAX Nationwide Small Cap Index Fund Class A | Pro | Locked |
| GMSRX Nationwide Small Cap Index Fund Class R | Pro | Locked |
| JAEWX John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav | Pro | Locked |
| JAJOX John Hancock Variable Insurance Trust Small Cap Index Trust Series II | Pro | Locked |
| JESIX John Hancock Variable Insurance Trust Small Cap Index Trust Series I | Pro | Locked |
| NWXRX Nationwide Small Cap Index Fund Institutional Service Class | Pro | Locked |
| SWSSX Schwab Small-Cap Index Fund | Pro | Locked |
| TRCSX T Rowe Price Small-Cap Index Fund Institutional Class | Pro | Locked |
| TRSYX T Rowe Price Small-Cap Index Fund | Pro | Locked |
| TRZIX T Rowe Price Small-Cap Index Fund Class Z | Pro | Locked |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | Locked |
| VRTGX Vanguard Russell 2000 Growth Index Fund Insti Cl | Pro | Locked |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | Locked |
| VVICX Voya VACS Index Series SC Portfolio | Pro | Locked |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | Locked |
| SAUMX SA US Small Company Fund | Pro | Locked |
| BSIVX BlackRock Small Cap Index V.I. Fund Class I | Pro | Locked |
| BSIYX BlackRock Small Cap Index V.I. Fund Class III | Pro | Locked |
| AASSX American Beacon Small Cap Value Fund Advisor Class | Pro | Locked |
| AASRX American Beacon Small Cap Value Fund R6 Class | Pro | Locked |
| ABSAX American Beacon Small Cap Value Fund A Class | Pro | Locked |
| ABSYX American Beacon Small Cap Value Fund Y Class | Pro | Locked |
| ASMNX AQR Small Cap Momentum Style Fund Class N | Pro | Locked |
| ASMOX AQR Small Cap Momentum Style Fund Class I | Pro | Locked |
| ASVCX American Beacon Small Cap Value Fund C Class | Pro | Locked |
| AVFIX American Beacon Small Cap Value Fund Institutional Class | Pro | Locked |
| AVPAX American Beacon Small Cap Value Fund Investor Class | Pro | Locked |
| FISVX Fidelity Small Cap Value Index Fund | Pro | Locked |
| QSMRX AQR Small Cap Momentum Style Fund Class R6 | Pro | Locked |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | Locked |
| GAFCX Virtus AlphaSimplex Global Alternatives Fund Class C | Pro | Locked |
| RYAKX Russell 2000 1.5x Strategy Fund Class A | Pro | Locked |
| RYCMX Russell 2000 1.5x Strategy Fund Class C | Pro | Locked |
| RYMKX Russell 2000 1.5x Strategy Fund Class H | Pro | Locked |
| SLPIX Small-Cap ProFund | Pro | Locked |
| SLPSX Small-Cap ProFund Service Class | Pro | Locked |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | Locked |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | Locked |
| USMIX Victory Extended Market Index Fund Class Fund shares | Pro | Locked |
| VISVX Vanguard Morningstar Small-Cap Value Index Fund Investor Class | Pro | Locked |
| VSIAX Vanguard Morningstar Small-Cap Value Index Fund Admiral Class | Pro | Locked |
| VSIIX Vanguard Morningstar Small-Cap Value Index Fund Institutional Class | Pro | Locked |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | Locked |
| RYRHX Russell 2000 Fund Class H | Pro | Locked |
| RYRRX Russell 2000 Fund Class A | Pro | Locked |
| RYROX Russell 2000 Fund Class C | Pro | Locked |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | Locked |
| VEXAX Vanguard Extended Market Index Fund Admiral Shs | Pro | Locked |
| VEXMX Vanguard Extended Market Index Fund Investor Class | Pro | Locked |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | Locked |
| CSPCX SMALLCAP World Fund Class 529-C | Pro | Locked |
| CSPEX SMALLCAP World Fund Class 529-E | Pro | Locked |
| CSPAX SMALLCAP World Fund Class 529-A | Pro | Locked |
| CSPFX SMALLCAP World Fund Class 529-F1 | Pro | Locked |
| FSFWX SMALLCAP World Fund Class 529-F-3 | Pro | Locked |
| FSWFX SMALLCAP World Fund Class 529-F-2 | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| GAFAX Virtus AlphaSimplex Global Alternatives Fund Class A | Pro | Locked |
| GAFYX Virtus AlphaSimplex Global Alternatives Fund Class I | Pro | Locked |
| GAFNX Virtus AlphaSimplex Global Alternatives Fund Class R6 | Pro | Locked |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | Locked |
| RLLGX SMALLCAP World Fund Class R6 | Pro | Locked |
| RSEBX SMALLCAP World Fund Class R-2E | Pro | Locked |
| RSLAX SMALLCAP World Fund Inc Class R-1 Shares | Pro | Locked |
| RSLCX SMALLCAP World Fund Inc Class R-3 Shares | Pro | Locked |
| RSLBX SMALLCAP World Fund Inc Class R-2 Shares | Pro | Locked |
| RSLFX SMALLCAP World Fund Inc Class R-5 Shares | Pro | Locked |
| RSLEX SMALLCAP World Fund Inc Class R-4 Shares | Pro | Locked |
| RSLDX SMALLCAP World Fund Class R5E | Pro | Locked |
| SCWFX SMALLCAP World Fund Class F1 | Pro | Locked |
| SCWCX SMALLCAP World Fund Class C | Pro | Locked |
| SFCWX SMALLCAP World Fund Class F3 | Pro | Locked |
| SIOAX SIMT Multi-Asset Income Fund Class F | Pro | Locked |
| SLIYX SIMT Multi-Asset Income Fund Class Y | Pro | Locked |
| SMCFX SMALLCAP World Fund Class F2 | Pro | Locked |
| SMCWX SMALLCAP World Fund Class A | Pro | Locked |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | Locked |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | Pro | Locked |
| VFAIX Vanguard Financial Index Fund Admiral Shs | Pro | Locked |
| VSCIX Vanguard Morningstar Small-Cap Index Fund Institutional Class | Pro | Locked |
| VSCPX Vanguard Morningstar Small-Cap Index Fund Institutional Plus Class | Pro | Locked |
| VSMAX Vanguard Morningstar Small-Cap Index Fund Admiral Class | Pro | Locked |
| BSMAX iShares Russell Small/Mid-Cap Index Fund Class Investor A | Pro | Locked |
| BSMKX iShares Russell Small/Mid-Cap Index Fund Class K | Pro | Locked |
| BSMIX iShares Russell Small/Mid-Cap Index Fund Institutional Class | Pro | Locked |
| AVUNX Avantis US Equity Fund Class G | Pro | Locked |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | Locked |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | Locked |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | Locked |
| DFVEX US Vector Equity Portfolio | Pro | Locked |
| QWVOX Clearwater Select Equity Fund | Pro | Locked |
| RYRSX Russell 2000 2x Strategy Fund Class H | Pro | Locked |
| RYRLX Russell 2000 2x Strategy Fund Class C | Pro | Locked |
| RYRUX Russell 2000 2x Strategy Fund Class A | Pro | Locked |
| UCAGX Victory Cornerstone Aggressive Fund Class Fund shares | Pro | Locked |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | Locked |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | Locked |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | Locked |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | Locked |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | Locked |
| KCXIX Knights of Columbus US All Cap Index Fund I Class | Pro | Locked |
| NCGFX New Covenant Growth Fund | Pro | Locked |
| PCSMX Principal SmallCap Growth Fund I Class R6 | Pro | Locked |
| PGRTX Principal SmallCap Growth Fund Institutional Class | Pro | Locked |
| POMIX T. Rowe Price Total Equity Market Index Fund | Pro | Locked |
| PPNMX Principal SmallCap Growth Fund I Class R-3 | Pro | Locked |
| PPNPX Principal SmallCap Growth Fund I Class R-5 | Pro | Locked |
| PSIJX Principal SmallCap Growth Fund I | Pro | Locked |
| REBYX Russell US Small Cap Equity Fund Class Y | Pro | Locked |
| RIFBX Russell US Small Cap Equity Fund | Pro | Locked |
| RLACX Russell US Small Cap Equity Fund Class A | Pro | Locked |
| RLECX Russell US Small Cap Equity Fund Class C | Pro | Locked |
| RLESX Russell US Small Cap Equity Fund Class S | Pro | Locked |
| RSCRX Russell US Small Cap Equity Fund Class R6 | Pro | Locked |
| RUNTX Russell US Small Cap Equity Fund Class M | Pro | Locked |
| SSTTX State Street Total Return V.I.S. Fund CL 3 | Pro | Locked |
| SSTIX State Street Total Return V.I.S. Fund CL1 | Pro | Locked |
| USCRX Victory Cornerstone Moderately Aggressive Fund Class Fund shares | Pro | Locked |
| VEXPX Vanguard Explorer Fund Investor Class | Pro | Locked |
| VEXRX Vanguard Explorer Fund Admiral Shares | Pro | Locked |
| VHYAX Vanguard High Dividend Yield Index Fund Admiral Class | Pro | Locked |
| BDVEX BlackRock Diversified Equity Alpha Fund Institutional Class | Pro | Locked |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | Locked |
| AALGX Thrivent Global Stock Fund Class A | Pro | Locked |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | Locked |
| FCFMX Fidelity Series Total Market Index Fund | Pro | Locked |
| FCTDX Strategic Advisers Fidelity US Total Stock Fund | Pro | Locked |
| FSKAX Fidelity Total Market Index Fund | Pro | Locked |
| FZROX Fidelity ZERO Total Market Index Fund | Pro | Locked |
| GARUX Goldman Sachs Absolute Return Tracker Fund Class R6 | Pro | Locked |
| GARTX Goldman Sachs Absolute Return Tracker Fund Class A | Pro | Locked |
| GCRTX Goldman Sachs Absolute Return Tracker Fund Class C | Pro | Locked |
| GJRTX Goldman Sachs Absolute Return Tracker Fund Class I | Pro | Locked |
| GRRTX Goldman Sachs Absolute Return Tracker Fund Class R | Pro | Locked |
| GSGPX Goldman Sachs Absolute Return Tracker Fund Class P | Pro | Locked |
| GSRTX Goldman Sachs Absolute Return Tracker Fund Investor Class | Pro | Locked |
| IILGX Thrivent Global Stock Fund Class S | Pro | Locked |
| JAFVX John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav | Pro | Locked |
| JAFEX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav | Pro | Locked |
| JAFFX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series II | Pro | Locked |
| JETSX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I | Pro | Locked |
| PABFX PGIM Balanced Fund Class Z | Pro | Locked |
| PABCX PGIM Balanced Fund Class C | Pro | Locked |
| PALRX PGIM Balanced Fund Class R | Pro | Locked |
| PIBQX PGIM Balanced Fund Class R6 | Pro | Locked |
| PIBAX PGIM Balanced Fund Class A | Pro | Locked |
| SSBIX State Street Balanced Index Fund Class K | Pro | Locked |
| TAAAX Thrivent Aggressive Allocation Fund Class A | Pro | Locked |
| TAAIX Thrivent Aggressive Allocation Fund Class S | Pro | Locked |
| SWTSX Schwab Total Stock Market Index Fund | Pro | Locked |
| TCAIX Thrivent Moderately Conservative Allocation Fund Class S | Pro | Locked |
| TCAAX Thrivent Moderately Conservative Allocation Fund Class A | Pro | Locked |
| TCEPX Nuveen Equity Index Fund Premier Class | Pro | Locked |
| TEIHX Nuveen Equity Index Fund Class I | Pro | Locked |
| TEQWX Nuveen Equity Index Fund Class W | Pro | Locked |
| THMAX Thrivent Moderate Allocation Fund Class A | Pro | Locked |
| TIEIX Nuveen Equity Index Fund Class R6 | Pro | Locked |
| TINRX Nuveen Equity Index Fund Class A | Pro | Locked |
| TIQRX Nuveen Equity Index Fund Retirement Class | Pro | Locked |
| TMAIX Thrivent Moderate Allocation Fund Class S | Pro | Locked |
| TMAFX Thrivent Moderately Aggressive Allocation Fund Class S | Pro | Locked |
| TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | Pro | Locked |
| TLSTX Nuveen Life Stock Index Fund | Pro | Locked |
| VBAIX Vanguard Balanced Index Fund Institutional Plus | Pro | Locked |
| VBIAX Vanguard Balanced Index Fund admiral Class | Pro | Locked |
| VITNX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Class | Pro | Locked |
| VITPX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class | Pro | Locked |
| VITSX Vanguard Morningstar Total Stock Market Index Fund Institutional Class | Pro | Locked |
| VRTTX Vanguard Russell 3000 Index Fund Institutional | Pro | Locked |
| VSMPX Vanguard Morningstar Total Stock Market Index Fund Institutional Plus Class | Pro | Locked |
| VSTSX Vanguard Morningstar Total Stock Market Index Fund Select Shares | Pro | Locked |
| VTSAX Vanguard Morningstar Total Stock Market Index Fund Admiral Class | Pro | Locked |
| VTSMX Vanguard Morningstar Total Stock Market Index Fund Investor Class | Pro | Locked |
| VBINX Vanguard Balanced Index Fund | Pro | Locked |
| VTWAX Vanguard Total World Stock Index Fund Admiral Class | Pro | Locked |
| VTWIX Vanguard Total World Stock Index Fund Inst Shs | Pro | Locked |
| WFIVX Wilshire 5000 Index Fund Investment Class | Pro | Locked |
| WINDX Wilshire 5000 Index Fund Institutional Class | Pro | Locked |
| BASMX iShares Total US Stock Market Index Fund Class Investor A | Pro | Locked |
| BITSX iShares Total US Stock Market Index Fund Institutional Class | Pro | Locked |
| BKTSX iShares Total US Stock Market Index Fund Class K | Pro | Locked |
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