Mutual Funds Holding BSY
Mutual Funds Holding BSY
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Mutual Funds Holding BSY
Get exposure to Bentley Systems Incorporated through 473 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 473 Mutual Funds with BSY
| Fund ↕ | Weight ↓ | |
|---|---|---|
| MSCFX Mairs and Power Small Cap Fund | 3.28% | View |
| VAKSX Virtus KAR Small-Mid Cap Growth Fund Class A | 2.46% | View |
| VCKSX Virtus KAR Small-Mid Cap Growth Fund Class C | 2.46% | View |
| VIKSX Virtus KAR Small-Mid Cap Growth Fund Class I | 2.46% | View |
| VRKSX Virtus KAR Small-Mid Cap Growth Fund Class R6 | 2.46% | View |
| IGSIX Impax Global Social Leaders Fund Institutional Class | 2.14% | View |
| IGSLX Impax Global Social Leaders Fund Investor Class | 2.14% | View |
| BQMGX Bright Rock Mid Cap Growth Fund Insti Class Shs | 1.79% | View |
| WSMDX William Blair Small-Mid Cap Growth Fund Class I | 1.37% | View |
| WSMRX William Blair Small-Mid Cap Growth Fund Class R6 | 1.37% | View |
| WSMNX William Blair Small-Mid Cap Growth Fund Class N | Pro | Locked |
| JABYX John Hancock Global Environmental Opportunities Fund-Class C | Pro | Locked |
| JABVX John Hancock Global Environmental Opportunities Fund-Class I | Pro | Locked |
| JABZX John Hancock Global Environmental Opportunities Fund-Class A | Pro | Locked |
| JACDX John Hancock Global Environmental Opportunities Fund-Class R6 | Pro | Locked |
| JOPPX Johnson Opportunity Fund | Pro | Locked |
| JOSSX Johnson Opportunity Fund Class S | Pro | Locked |
| FHUMX Federated Hermes US SMID Fund Class IS | Pro | Locked |
| GCSVX Geneva SMID Cap Growth Fund Class Institutional | Pro | Locked |
| WBSIX William Blair Small Cap Growth Fund Class I | Pro | Locked |
| WBSRX William Blair Small Cap Growth Fund Class R6 | Pro | Locked |
| WBSNX William Blair Small Cap Growth Fund Class N | Pro | Locked |
| CALRX Calvert Small-Cap Fund Class R6 | Pro | Locked |
| CCVAX Calvert Small-Cap Fund Class A | Pro | Locked |
| CSCCX Calvert Small-Cap Fund Class C | Pro | Locked |
| CSVIX Calvert Small-Cap Fund Class I | Pro | Locked |
| WBCIX William Blair Small-Mid Cap Core Fund Class I | Pro | Locked |
| WBCRX William Blair Small-Mid Cap Core Fund Class R6 | Pro | Locked |
| ECSMX Eaton Vance Small-Cap Fund Class C | Pro | Locked |
| EISGX Eaton Vance Small-Cap Class I | Pro | Locked |
| ERSGX Eaton Vance Small-Cap Class R | Pro | Locked |
| ETEGX Eaton Vance Small-Cap Fund Class A | Pro | Locked |
| IGRFX Nomura Mid Cap Growth Fund Class R6 | Pro | Locked |
| IYMIX Nomura Mid Cap Growth Fund Class I | Pro | Locked |
| WMGAX Nomura Mid Cap Growth Fund Class A | Pro | Locked |
| WMGCX Nomura Mid Cap Growth Fund Class C | Pro | Locked |
| WMGYX Nomura Mid Cap Growth Fund Class Y | Pro | Locked |
| WMGRX Nomura Mid Cap Growth Fund Class R | Pro | Locked |
| CSDGX Copeland Smid Cap Dividend Growth Fund Class A | Pro | Locked |
| CSMDX Copeland SMID Cap Dividend Growth Fund Class I Shares | Pro | Locked |
| NESGX Needham Small Cap Growth Fund Retail Class | Pro | Locked |
| NESIX Needham Small Cap Growth Fund Institutional Class | Pro | Locked |
| EAASX Eaton Vance Atlanta Capital SMID-Cap Fund Class A | Pro | Locked |
| ECASX Eaton Vance Atlanta Capital SMID-Cap Fund Class C | Pro | Locked |
| EISMX Eaton Vance Atlanta Capital SMID-Cap Fund Class I | Pro | Locked |
| ERASX Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 | Pro | Locked |
| ERSMX Eaton Vance Atlanta Capital SMID-Cap Fund Class R | Pro | Locked |
| CMCIX Calvert Small/Mid-Cap Fund Class I | Pro | Locked |
| CMPAX Calvert Small/Mid-Cap Fund Class A | Pro | Locked |
| CMPCX Calvert Small/Mid-Cap Fund Class C | Pro | Locked |
| GTSGX Madison Mid Cap Fund Class Y | Pro | Locked |
| MDCIX Madison Mid Cap Fund Class I | Pro | Locked |
| MMCRX Madison Mid Cap Fund Class R6 | Pro | Locked |
| MERAX Madison Mid Cap Fund Class A | Pro | Locked |
| EXEYX Manning & Napier Equity Series Class S | Pro | Locked |
| MEYWX Manning & Napier Equity Series Class W | Pro | Locked |
| GCGIX Goldman Sachs Large Cap Growth Insights Fund Institutional Shares | Pro | Locked |
| GLCCX Goldman Sachs Large Cap Growth Insights Fund Class C Shares | Pro | Locked |
| GLCGX Goldman Sachs Large Cap Growth Insights Fund Class A | Pro | Locked |
| GLCTX Goldman Sachs Large Cap Growth Insights Fund Investor Class | Pro | Locked |
| GLCUX Goldman Sachs Large Cap Growth Insights Fund Class R6 | Pro | Locked |
| GLCRX Goldman Sachs Large Cap Growth Insights Fund Class R | Pro | Locked |
| GMZPX Goldman Sachs Large Cap Growth Insights Fund Class P Shares | Pro | Locked |
| GSCLX Goldman Sachs Large Cap Growth Insights Fund Service Shares | Pro | Locked |
| QLMMIX ClearBridge Variable Mid Cap Portfolio Class I | Pro | Locked |
| QLMPTX ClearBridge Variable Mid Cap Portfolio Class II | Pro | Locked |
| AIHHX Aristotle Small/Mid Cap Equity Fund Class I2 | Pro | Locked |
| AISHX Aristotle Small/Mid Cap Equity Fund Class C | Pro | Locked |
| ARAHX Aristotle Small/Mid Cap Equity Fund Class A | Pro | Locked |
| ARIHX Aristotle Small/Mid Cap Equity Fund Class I | Pro | Locked |
| EXHAX Manning & Napier ProBlend Maximum Term Series Class S | Pro | Locked |
| MNHRX Manning & Napier ProBlend Maximum Term Series Class R | Pro | Locked |
| MNHWX Manning & Napier ProBlend Maximum Term Series Class W | Pro | Locked |
| MNHIX Manning & Napier ProBlend Maximum Term Series Class I | Pro | Locked |
| MNHCX Manning & Napier ProBlend Maximum Term Series Class L | Pro | Locked |
| NWHVX Nationwide Geneva Mid Cap Growth Fund Class A | Pro | Locked |
| NWHYX Nationwide Geneva Mid Cap Growth Fund Institutional Service Class | Pro | Locked |
| NWKAX Nationwide Geneva Mid Cap Growth Fund Class R6 | Pro | Locked |
| LMREX ClearBridge Mid Cap Fund Class R | Pro | Locked |
| LSIRX ClearBridge Mid Cap Fund Class IS | Pro | Locked |
| SBMAX ClearBridge Mid Cap Fund Class A | Pro | Locked |
| SBMLX ClearBridge Mid Cap Fund Class C | Pro | Locked |
| SMBYX ClearBridge Mid Cap Fund Class I | Pro | Locked |
| SMCPX ClearBridge Mid Cap Fund Class 1 | Pro | Locked |
| TMDIX AMG TimesSquare Mid Cap Growth Fund- Class Z | Pro | Locked |
| TMDPX AMG TimesSquare Mid Cap Growth Fund- Class N | Pro | Locked |
| TQMIX AMG TimesSquare Mid Cap Growth Fund Class I | Pro | Locked |
| SROAX Calamos Antetokounmpo Sustainable Equities Fund Class A | Pro | Locked |
| SROCX Calamos Antetokounmpo Sustainable Equities Fund Class C | Pro | Locked |
| SRORX Calamos Antetokounmpo Sustainable Equities Fund Class R6 | Pro | Locked |
| SROIX Calamos Antetokounmpo Sustainable Equities Fund Class I | Pro | Locked |
| DREQX BNY Mellon Research Growth Fund Inc Class Z | Pro | Locked |
| DRYQX BNY Mellon Research Growth Fund Inc Class Y | Pro | Locked |
| DWOAX BNY Mellon Research Growth Fund Inc Class A | Pro | Locked |
| DWOCX BNY Mellon Research Growth Fund Inc Class C | Pro | Locked |
| DWOIX BNY Mellon Research Growth Fund Inc Class I | Pro | Locked |
| GCTAX Goldman Sachs US Tax-Managed Equity Fund | Pro | Locked |
| GCTCX Goldman Sachs US Tax-Managed Equity Fund Class C | Pro | Locked |
| GCTRX Goldman Sachs US Tax-Managed Equity Fund Class R6 | Pro | Locked |
| GCTSX Goldman Sachs US Tax-Managed Equity Fund Service Class | Pro | Locked |
| GCTIX Goldman Sachs US Tax-Managed Equity Fund Institutional Class | Pro | Locked |
| GQIRX Goldman Sachs US Tax-Managed Equity Fund Investor Class | Pro | Locked |
| GSDPX Goldman Sachs US Tax-Managed Equity Fund Class P | Pro | Locked |
| MLVBX MFS Low Volatility Equity Fund Class B | Pro | Locked |
| MLVHX MFS Low Volatility Equity Fund Class I | Pro | Locked |
| MLVAX MFS Low Volatility Equity Fund Class A | Pro | Locked |
| MLVGX MFS Low Volatility Equity Fund Class C | Pro | Locked |
| MLVPX MFS Low Volatility Equity Fund Class R3 | Pro | Locked |
| MLVOX MFS Low Volatility Equity Fund Class R2 | Pro | Locked |
| MLVMX MFS Low Volatility Equity Fund Class R1 | Pro | Locked |
| MLVRX MFS Low Volatility Equity Fund Class R4 | Pro | Locked |
| MLVTX MFS Low Volatility Equity Fund Class R6 | Pro | Locked |
| MNBAX Manning & Napier ProBlend Extended Term Series Class S | Pro | Locked |
| MNBRX Manning & Napier ProBlend Extended Term Series Class R | Pro | Locked |
| MNBWX Manning & Napier ProBlend Extended Term Series Class W | Pro | Locked |
| MNBIX Manning & Napier ProBlend Extended Term Series Class I | Pro | Locked |
| MNECX Manning & Napier ProBlend Extended Term Series Class L | Pro | Locked |
| VYMBX Voya MI Dynamic SMID Cap Fund Class R6 | Pro | Locked |
| VYMQX Voya MI Dynamic SMID Cap Fund Class A | Pro | Locked |
| VYMRX Voya MI Dynamic SMID Cap Fund Class C | Pro | Locked |
| VYMSX Voya MI Dynamic SMID Cap Fund Class I | Pro | Locked |
| VYMVX Voya MI Dynamic SMID Cap Fund Class R | Pro | Locked |
| VYMYX Voya MI Dynamic SMID Cap Fund Class W | Pro | Locked |
| DSCGX DFA - US Small Cap Growth Portfolio | Pro | Locked |
| NEAGX Needham Aggressive Growth Fund Retail Class | Pro | Locked |
| NEAIX Needham Aggressive Growth Fund Institutional Class | Pro | Locked |
| EXBAX Manning & Napier ProBlend Moderate Term Series Class S | Pro | Locked |
| MNMIX Manning & Napier ProBlend Moderate Term Series Class I | Pro | Locked |
| MNMCX Manning & Napier ProBlend Moderate Term Series Class L | Pro | Locked |
| MNMRX Manning & Napier ProBlend Moderate Term Series Class R | Pro | Locked |
| MNMWX Manning & Napier ProBlend Moderate Term Series Class W | Pro | Locked |
| DEYCX BNY Mellon Large Cap Equity Fund Class C | Pro | Locked |
| DLACX BNY Mellon Large Cap Equity Fund Class Y | Pro | Locked |
| DLQAX BNY Mellon Large Cap Equity Fund Class A | Pro | Locked |
| DLQIX BNY Mellon Large Cap Equity Fund Class I | Pro | Locked |
| JCAVX John Hancock Funds II Capital Appreciation Value Fund Class NAV | Pro | Locked |
| MPGFX Mairs & Power Growth Fund | Pro | Locked |
| SSMAX SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A | Pro | Locked |
| MIMSX BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares | Pro | Locked |
| MPMCX BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares | Pro | Locked |
| OWACX Old Westbury All Cap Core Fund | Pro | Locked |
| NAINX Virtus Tactical Allocation Fund Class A | Pro | Locked |
| NEEGX Needham Growth Fund- Retail Class | Pro | Locked |
| NEEIX Needham Growth Fund Institutional Class | Pro | Locked |
| POICX Virtus Tactical Allocation Fund Class C | Pro | Locked |
| SMAYX SIMT Small Cap Growth Fund Class Y | Pro | Locked |
| SPWIX SIMT Small Cap Growth Fund Institutional Class | Pro | Locked |
| SSCGX SIMT Small Cap Growth Fund Class F | Pro | Locked |
| VTAIX Virtus Tactical Allocation Fund Class I | Pro | Locked |
| VTARX Virtus Tactical Allocation Fund Class R6 | Pro | Locked |
| JAFPX John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series I | Pro | Locked |
| JAFRX John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series Nav | Pro | Locked |
| JAFQX John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series II | Pro | Locked |
| PACLX T. Rowe Price Capital Appreciation Fund Advisor Class | Pro | Locked |
| PRWCX T. Rowe Price Capital Appreciation Fund Investor Class | Pro | Locked |
| TRAIX T. Rowe Price Capital Appreciation Fund Class I | Pro | Locked |
| MRERX MFS Core Equity Fund Class R2 | Pro | Locked |
| MRGBX MFS Core Equity Fund Class B | Pro | Locked |
| MRGAX MFS Core Equity Fund Class A | Pro | Locked |
| MRGCX MFS Core Equity Fund Class C | Pro | Locked |
| MRGHX MFS Core Equity Fund Class R3 | Pro | Locked |
| MRGJX MFS Core Equity Fund Class R4 | Pro | Locked |
| MRGGX MFS Core Equity Fund Class R1 | Pro | Locked |
| MRGKX MFS Core Equity Fund Class R6 | Pro | Locked |
| MRGRX MFS Core Equity Fund Class I | Pro | Locked |
| FXMCX Fidelity Flex Mid Cap Focused Index Fund | Pro | Locked |
| IRGJX Voya Russell Mid Cap Growth Index Portfolio Initial | Pro | Locked |
| IRGVX Voya Russell Mid Cap Growth Index Portfolio Class S2 | Pro | Locked |
| IRGUX Voya Russell Mid Cap Growth Index Portfolio Class S | Pro | Locked |
| RYCHX Rydex Technology Fund Class C | Pro | Locked |
| RYTAX Rydex Technology Fund Class H | Pro | Locked |
| RYTHX Rydex Technology Fund Class A | Pro | Locked |
| RYTIX Rydex Technology Fund Investor Class | Pro | Locked |
| SLLAX SIMT Small Cap Fund Class F | Pro | Locked |
| SMYFX SIMT Small Cap Fund Class Y | Pro | Locked |
| EXDAX Manning & Napier Pro Blend Conservative Term Series Class S | Pro | Locked |
| MNCCX Manning & Napier Pro Blend Conservative Term Series Class L | Pro | Locked |
| MNCIX Manning & Napier Pro Blend Conservative Term Series Class I | Pro | Locked |
| MNCRX Manning & Napier Pro Blend Conservative Term Series Class R | Pro | Locked |
| MNCWX Manning & Napier Pro Blend Conservative Term Series Class W | Pro | Locked |
| NOIEX Northern Funds Income Equity Fund | Pro | Locked |
| SECAX SEI Institutional Investments Trust - Small Cap II Fund Class A | Pro | Locked |
| MGPIX Mid-Cap Growth ProFund | Pro | Locked |
| MGPSX Mid-Cap Growth ProFund Service Class | Pro | Locked |
| DBOAX BNY Mellon Balanced Opportunity Fund Class A | Pro | Locked |
| DBOCX BNY Mellon Balanced Opportunity Fund Class C | Pro | Locked |
| DBORX BNY Mellon Balanced Opportunity Fund Class I | Pro | Locked |
| DBOZX BNY Mellon Balanced Opportunity Fund Class Z | Pro | Locked |
| DBOYX BNY Mellon Balanced Opportunity Fund Class Y | Pro | Locked |
| JAEZX John Hancock Variable Insurance Trust Mid Index Trust Series II | Pro | Locked |
| JAEYX John Hancock Variable Insurance Trust Mid Index Trust Series Nav | Pro | Locked |
| JECIX John Hancock Variable Insurance Trust Mid Cap Index Trust Series I | Pro | Locked |
| NOMIX Northern Funds Mid Cap Index Portfolio | Pro | Locked |
| THPBX BNY Mellon Balanced Opportunity Fund Class J | Pro | Locked |
| MAMEX MoA Mid Cap Equity Index Fund | Pro | Locked |
| CMDYX Columbia Mid Cap Index Fund Institutional Class III | Pro | Locked |
| CPXRX Columbia Mid Cap Index Fund Institutional II Class | Pro | Locked |
| NMPAX Columbia Mid Cap Index Fund Institutional Class | Pro | Locked |
| NTIAX Columbia Mid Cap Index Fund Class A | Pro | Locked |
| OWSMX Old Westbury Small & Mid Cap Strategies Fund | Pro | Locked |
| VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Class | Pro | Locked |
| MIDKX S&P MidCap Index Fund Class K | Pro | Locked |
| MPSIX Principal MidCap S&P 400 Index Fund Institutional Class | Pro | Locked |
| PMAPX Principal MidCap S&P 400 Index Fund Class R6 | Pro | Locked |
| PMFJX Principal MidCap S&P 400 Index Fund Class J | Pro | Locked |
| PMFPX Principal MidCap S&P 400 Index Fund R-5 Class | Pro | Locked |
| PMFMX Principal MidCap S&P 400 Index Fund R-3 Class | Pro | Locked |
| SLPAX SEI Institutional Investment Trust - Small Cap Fund Class A | Pro | Locked |
| SPMIX S&P MidCap Index Fund Investor Class | Pro | Locked |
| VMIDX VALIC Company I Mid Cap Index Fund | Pro | Locked |
| PRCFX T. Rowe Price Capital Appreciation and Income Fund Investor Class | Pro | Locked |
| PRCHX T. Rowe Price Capital Appreciation and Income Fund Class I | Pro | Locked |
| VISGX Vanguard Morningstar Small-Cap Growth Index Fund Investor Class | Pro | Locked |
| VSGAX Vanguard Morningstar Small-Cap Growth Index Fund Admiral Class | Pro | Locked |
| VSGIX Vanguard Morningstar Small-Cap Growth Index Fund Institutional Class | Pro | Locked |
| DMIDX BNY Mellon Midcap Index Fund, Inc Class I | Pro | Locked |
| MXBUX Empower S&P Mid Cap 400 Index Fund Class L | Pro | Locked |
| MXMDX Empower S&P Mid Cap 400 Index Fund Investor Class | Pro | Locked |
| MXNZX Empower S&P Mid Cap 400 Index Fund Institutional Class | Pro | Locked |
| PESPX BNY Mellon Midcap Index Fund, Inc Investor Class | Pro | Locked |
| RYAHX Mid-Cap 1.5x Strategy Fund Class A | Pro | Locked |
| RYDCX Mid-Cap 1.5x Strategy Fund Class C | Pro | Locked |
| RYMDX Mid-Cap 1.5x Strategy Fund Class H | Pro | Locked |
| STMSX SIMT Tax-Managed Small/Mid Cap Fund Class F | Pro | Locked |
| STMPX SIMT Tax-Managed Small/Mid Cap Fund Class Y | Pro | Locked |
| TRMNX T Rowe Price Mid-Cap Index Fund | Pro | Locked |
| TRMSX T Rowe Price Mid-Cap Index Fund Institutional Class | Pro | Locked |
| TRSZX T Rowe Price Mid-Cap Index Fund Class Z | Pro | Locked |
| VSPMX Vanguard S&P Mid-Cap 400 Index Fund Institutional Class | Pro | Locked |
| FMCLX Federated Hermes Mid-Cap Index Fund Class R6 | Pro | Locked |
| FMCRX Federated Hermes Mid-Cap Index Fund Institutional Class | Pro | Locked |
| FMDCX Federated Hermes Mid-Cap Index Fund Service Class | Pro | Locked |
| GSELX Goldman Sachs US Equity Insights Fund Institutional Class | Pro | Locked |
| GSEPX Goldman Sachs US Equity Insights Fund Class P Shares | Pro | Locked |
| GSESX Goldman Sachs US Equity Insights Fund Service Shs | Pro | Locked |
| GSEUX Goldman Sachs US Equity Insights Fund Class R6 | Pro | Locked |
| GSSQX Goldman Sachs US Equity Insights Fund Class A | Pro | Locked |
| GSURX Goldman Sachs US Equity Insights Fund Cl R | Pro | Locked |
| GSUTX Goldman Sachs US Equity Insights Fund Investor Class | Pro | Locked |
| GSUSX Goldman Sachs US Equity Insights Fund Class C Shares | Pro | Locked |
| NOLVX Northern Funds Large Cap Value Fund | Pro | Locked |
| FLAPX Fidelity Flex Mid Cap Index Fund | Pro | Locked |
| MDPSX Mid-Cap ProFund | Pro | Locked |
| MDPIX Mid-Cap ProFund | Pro | Locked |
| MLPIX Mid-Cap Value ProFund | Pro | Locked |
| MLPSX Mid-Cap Value ProFund | Pro | Locked |
| ESCQX Embark Small Cap Equity Fund Retirement Class | Pro | Locked |
| ESCWX Embark Small Cap Equity Fund Institutional Class | Pro | Locked |
| UMPIX ProFunds UltraMid-Cap ProFund Investor Class | Pro | Locked |
| UMPSX ProFunds UltraMid-Cap ProFund Service Class | Pro | Locked |
| VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class | Pro | Locked |
| OWTEX Old Westbury Total Equity Fund | Pro | Locked |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | 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 |
| CMCRX Calvert US Mid Cap Core Responsible Index Class R6 | Pro | Locked |
| CMJAX Calvert US Mid Cap Core Responsible Index Class A | Pro | Locked |
| CMJIX Calvert US Mid Cap Core Responsible Index Class I | Pro | Locked |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | Locked |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | Locked |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | Locked |
| USMIX Victory Extended Market Index Fund Class Fund shares | 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 |
| VITAX Vanguard Information Technology Index Fund Admiral Shs | Pro | Locked |
| SAUMX SA US Small Company Fund | Pro | Locked |
| NUESX Northern US Quality ESG Fund | Pro | Locked |
| NUEIX Northern US Quality ESG Fund Class I | Pro | Locked |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | Locked |
| DSHFX Destinations Shelter Fund Class I | Pro | Locked |
| DSHZX Destinations Shelter Fund Class Z | Pro | Locked |
| FIMVX Fidelity Mid Cap Value Index Fund | Pro | Locked |
| FSMDX Fidelity Mid Cap Index Fund | Pro | Locked |
| IIRMX Voya Russell Mid Cap Index Portfolio Initial | Pro | Locked |
| IRMAX Voya Russell Mid Cap Index Portfolio Advisor Class | Pro | Locked |
| IRMTX Voya Russell Mid Cap Index Portfolio S2 | Pro | Locked |
| IRMCX Voya Russell Mid Cap Index Portfolio Class S | Pro | Locked |
| SWMCX Schwab US Mid-Cap Index Fund | Pro | Locked |
| VVIMX Voya VACS Index Series MC Portfolio | Pro | Locked |
| BRMIX iShares Russell Mid-Cap Index Fund Institutional Class | Pro | Locked |
| BRMAX iShares Russell Mid-Cap Index Fund Investor A Class | Pro | Locked |
| BRMKX iShares Russell Mid-Cap Index Fund Class K | Pro | Locked |
| VEFVX Venerable Mid Cap Index Fund Class V | Pro | Locked |
| FEQAX Fidelity Advisor Hedged Equity Fund Class A | Pro | Locked |
| FEQHX Fidelity Advisor Hedged Equity Fund | Pro | Locked |
| FEQDX Fidelity Advisor Hedged Equity Fund Class C | Pro | Locked |
| FEQJX Fidelity Advisor Hedged Equity Fund Class I | Pro | Locked |
| FEQNX Fidelity Advisor Hedged Equity Fund Class M | Pro | Locked |
| FEQZX Fidelity Advisor Hedged Equity Fund Class Z | Pro | Locked |
| FMDGX Fidelity Mid Cap Growth Index Fund | Pro | Locked |
| FNCMX Fidelity NASDAQ Composite Index | Pro | Locked |
| GONIX Gotham Neutral Fund- Institutional Class | Pro | Locked |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | Locked |
| CAVAX Catholic Values Equity Fund Class F | Pro | Locked |
| CAVYX Catholic Values Equity Fund Class Y | Pro | Locked |
| CGJIX Calvert US Large Cap Growth Responsible Index Fund Class I | Pro | Locked |
| CGJAX Calvert US Large Cap Growth Responsible Index Fund Class A | Pro | Locked |
| CLGRX Calvert US Large Cap Growth Responsible Index Fund Class R6 | Pro | Locked |
| ETLGX E TRADE No Fee Large Cap Index Fund | Pro | Locked |
| FSPGX Fidelity Large Cap Growth Index Fund | Pro | Locked |
| GATEX Gateway Fund | Pro | Locked |
| GEIYX Growth Equity Index Fund Class Institutional | Pro | Locked |
| GEIZX Growth Equity Index Fund Class Investor | Pro | Locked |
| GTEYX Gateway Fund | Pro | Locked |
| GTENX Gateway Fund | Pro | Locked |
| GTECX Gateway Fund | 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 |
| RTOUX Russell Tax-Managed US Mid & Small Cap Fund Class M | Pro | Locked |
| RTSAX Russell Tax-Managed US Mid & Small Cap Fund Class A | Pro | Locked |
| RTSCX Russell Tax-Managed US Mid & Small Cap Fund Class C | Pro | Locked |
| RTSSX Russell Tax-Managed US Mid & Small Cap Fund Class S | Pro | Locked |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| LCATT BlackRock Advantage Large Cap Value V.I. Fund Class I | Pro | Locked |
| LVIII BlackRock Advantage Large Cap Value V.I. Fund Class III | Pro | Locked |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | Locked |
| CFMCX Column Mid Cap Fund | Pro | Locked |
| CISIX Calvert US Large Cap Core Responsible Index Fund Class I | Pro | Locked |
| CSXAX Calvert US Large Cap Core Responsible Index Fund Class A | Pro | Locked |
| CSXRX Calvert US Large Cap Core Responsible Index Fund Class R6 | Pro | Locked |
| CSXCX Calvert US Large Cap Core Responsible Index Fund Class C | Pro | Locked |
| DAACX Diversified Equity Fund | Pro | Locked |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | Locked |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | Locked |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | Locked |
| FCFMX Fidelity Series Total Market Index Fund | Pro | Locked |
| FIOOX Fidelity Series Large Cap Value Index Fund | Pro | Locked |
| FLCOX Fidelity Large Cap Value Index Fund | Pro | Locked |
| FSKAX Fidelity Total Market Index Fund | Pro | Locked |
| FZROX Fidelity ZERO Total Market Index Fund | Pro | Locked |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | Locked |
| JAFVX John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav | Pro | Locked |
| KCXIX Knights of Columbus US All Cap Index Fund I Class | Pro | Locked |
| LCIAX SEI Institutional Investments Trust - Large Cap Index Fund Class A | Pro | Locked |
| NCGFX New Covenant Growth Fund | Pro | Locked |
| PDAIX PineBridge Dynamic Asset Allocation Fund Institutional Shares | Pro | Locked |
| PDAVX PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares | Pro | Locked |
| SLGFX SIMT Large Cap Index Fund Class F | Pro | Locked |
| SNXFX Schwab 1000 Index Fund | Pro | Locked |
| STFGX State Farm Growth Fund | Pro | Locked |
| SWLVX Schwab US Large-Cap Value Index Fund | Pro | Locked |
| SWTSX Schwab Total Stock Market Index Fund | Pro | Locked |
| TLSTX Nuveen Life Stock Index Fund | 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 |
| VRNIX Vanguard Russell 1000 Index Fund Institutional | Pro | Locked |
| VRVIX Vanguard Russell 1000 Value Index Fund Insti Cl | Pro | Locked |
| VRTTX Vanguard Russell 3000 Index Fund Institutional | Pro | Locked |
| WFIVX Wilshire 5000 Index Fund Investment Class | Pro | Locked |
| WINDX Wilshire 5000 Index Fund Institutional Class | Pro | Locked |
| WMLIX Wilmington Large-Cap Strategy Fund Class I | Pro | Locked |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | Locked |
| SAMKX SA US Core Market Fund | 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 |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | Locked |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | Locked |
| FHOFX Fidelity Series Large Cap Growth Index Fund | Pro | Locked |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | Locked |
| GAAKX GMO Alternative Allocation Fund Class R6 | Pro | Locked |
| GAAGX GMO Alternative Allocation Fund Class I | Pro | Locked |
| GAAVX GMO Alternative Allocation Fund Class VI | 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 |
| HCIGX HC Capital Trust - The Institutional US Equity Portfolio | Pro | Locked |
| MBAAX Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class A | Pro | Locked |
| MGPOX Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class R6 | Pro | Locked |
| MGTPX MSVIF Global Strategist Portfolio Class II | Pro | Locked |
| MIMPX MSVIF Global Strategist Portfolio Class I | Pro | Locked |
| MPBAX Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Institutional Class | Pro | Locked |
| MSDLX Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class L | Pro | Locked |
| MSSOX Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class C | Pro | Locked |
| PLCGX Principal Large Cap Growth Fund I Class R6 | Pro | Locked |
| PLGAX Principal Large Cap Growth Fund I Class I | Pro | Locked |
| SEIAX SEI Institutional Investments Trust - Multi-Asset Real Return Fund Class A | Pro | Locked |
| SSBIX State Street Balanced Index Fund Class K | 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 |
| SWLGX Schwab US Large-Cap Growth Index Fund | 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 |
| TILIX Nuveen Large Cap Growth Index Fund Class R6 | Pro | Locked |
| TIEIX Nuveen Equity Index Fund Class R6 | Pro | Locked |
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