Mutual Funds Holding EBC
Mutual Funds Holding EBC
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Mutual Funds Holding EBC
Get exposure to Eastern Bankshares Inc. through 361 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 361 Mutual Funds with EBC
| Fund ↕ | Weight ↓ | |
|---|---|---|
| PXSAX Impax Small Cap Fund CLASS A | 3.37% | View |
| PXSCX Impax Small Cap Fund INVESTOR CLASS | 3.37% | View |
| PXSIX Impax Small Cap Fund INSTITUTIONAL CLASS | 3.37% | View |
| FSRBX Fidelity Select Banking Portfolio | 3.17% | View |
| HISFX Hennessy Small Cap Financial Fund Institutional Class | 3.08% | View |
| HSFNX Hennessy Small Cap Financial Fund Investor Class | 3.08% | View |
| ISMVX William Blair Small Mid Cap Value Fund Class I | 1.81% | View |
| RSMVX William Blair Small Mid Cap Value Fund Class R6 | 1.81% | View |
| JSCRX PGIM Jennison Small Company Fund Class R | 1.74% | View |
| PGOAX PGIM Jennison Small Company Fund Class A | 1.74% | View |
| PJSQX PGIM Jennison Small Company Fund Class R6 | Pro | Locked |
| PSCCX PGIM Jennison Small Company Fund Class C | Pro | Locked |
| PSCHX PGIM Jennison Small Company Fund Class R2 | Pro | Locked |
| PSCJX PGIM Jennison Small Company Fund Class R4 | Pro | Locked |
| PSCZX PGIM Jennison Small Company Fund Class Z | Pro | Locked |
| FIDAX John Hancock Financial Industries Fund Cl A | Pro | Locked |
| FIDCX John Hancock Financial Industries Fund Class C | Pro | Locked |
| JFDRX John Hancock Financial Industries Fund Class R6 | Pro | Locked |
| JFIFX John Hancock Financial Industries Fund Class I | Pro | Locked |
| JAFNX John Hancock Variable Insurance Trust Financial Industries Trust Series Nav | Pro | Locked |
| JEFSX John Hancock Variable Insurance Trust Financial Industries Trust Series I | Pro | Locked |
| JEFCX John Hancock Variable Insurance Trust Financial Industries Trust Series II | Pro | Locked |
| BAFYX Brown Advisory Sustainable Small-Cap Core Fund Class Institutional | Pro | Locked |
| BIAYX Brown Advisory Sustainable Small-Cap Core Fund Class Investor | Pro | Locked |
| ICSCX William Blair Small Cap Value Fund Instl Cl | Pro | Locked |
| WBVNX William Blair Small Cap Value Fund Class N | Pro | Locked |
| WBVRX William Blair Small Cap Value Fund | Pro | Locked |
| BAUAX Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs | Pro | Locked |
| BAUUX Brown Advisory Small-Cap Fundamental Value Fund Institutional Class | Pro | Locked |
| BIAUX Brown Advisory Small-Cap Fundamental Value Fund Investor Shs | Pro | Locked |
| PFSAX PGIM Jennison Financial Services Fund Class A | Pro | Locked |
| PFSQX PGIM Jennison Financial Services Fund Class R6 | Pro | Locked |
| PFSZX PGIM Jennison Financial Services Fund Class Z | Pro | Locked |
| PSSRX PGIM Jennison Financial Services Fund Class R | Pro | Locked |
| PUFCX PGIM Jennison Financial Services Fund Class C | Pro | Locked |
| DEVCX Nomura Small Cap Value Fund Class C | Pro | Locked |
| DEVIX Nomura Small Cap Value Fund Institutional Class | Pro | Locked |
| DEVLX Nomura Small Cap Value Fund Class A | Pro | Locked |
| DVLRX Nomura Small Cap Value Fund Class R | Pro | Locked |
| DVZRX Nomura Small Cap Value Fund Class R6 | Pro | Locked |
| NDVCX MFS New Discovery Value Fund Class C | Pro | Locked |
| NDVBX MFS New Discovery Value Fund Class B | Pro | Locked |
| NDVIX MFS New Discovery Value Fund Class I | Pro | Locked |
| NDVRX MFS New Discovery Value Fund Class R1 | Pro | Locked |
| NDVSX MFS New Discovery Value Fund Class R2 | Pro | Locked |
| NDVUX MFS New Discovery Value Fund Class R4 | Pro | Locked |
| NDVTX MFS New Discovery Value Fund Class R3 | Pro | Locked |
| NDVAX MFS New Discovery Value Fund Class A | Pro | Locked |
| NDVVX MFS New Discovery Value Fund Class R6 | Pro | Locked |
| FAFCX Fidelity Advisor Financials Fund Class C | Pro | Locked |
| FAFDX Fidelity Advisor Financials Fund Class A | Pro | Locked |
| FAFSX Fidelity Advisor Financials Fund Class M | Pro | Locked |
| FFSIX Fidelity Advisor Financials Fund Class I | Pro | Locked |
| FIKBX Fidelity Advisor Financials Fund Class Z | Pro | Locked |
| JAEQX John Hancock Variable Insurance Trust Small Company Value Trust Series Nav | Pro | Locked |
| JAEPX John Hancock Variable Insurance Trust Small Company Value Trust Series I | Pro | Locked |
| JAERX John Hancock Variable Insurance Trust Small Company Value Trust Series 2 | Pro | Locked |
| FIDSX Fidelity Select Financial Services Portfolio | Pro | Locked |
| TRSLX Transamerica Small Cap Value Fund Class R | Pro | Locked |
| TSLAX Transamerica Small Cap Value Fund Class A | Pro | Locked |
| TSLCX Transamerica Small Cap Value Fund Class C | Pro | Locked |
| TSLFX Transamerica Small Cap Value Fund Class R4 | Pro | Locked |
| TSLIX Transamerica Small Cap Value Fund Class I | Pro | Locked |
| TSLRX Transamerica Small Cap Value Fund Class R6 | Pro | Locked |
| TSLTX Transamerica Small Cap Value Fund Class i3 | Pro | Locked |
| BKPSX Banks UltraSector ProFund | Pro | Locked |
| BKPIX Banks UltraSector ProFund | Pro | Locked |
| FSSLX Fidelity Series Small Cap Core Fund | Pro | Locked |
| RYBKX Rydex Banking Fund Class A | Pro | Locked |
| RYKAX Rydex Banking Fund Class H | Pro | Locked |
| RYKCX Rydex Banking Fund Class C | Pro | Locked |
| RYKIX Rydex Banking Fund Investor Class | Pro | Locked |
| OTCFX T. Rowe Price Small Cap Stock Fund, Inc Investor Class | Pro | Locked |
| OTIIX T. Rowe Price Small Cap Stock Fund, Inc Class I | Pro | Locked |
| PASSX T. Rowe Price Small Cap Stock Fund, Inc Advisor Class | Pro | Locked |
| TRSSX T.Rowe Price Institutional Small-Cap Stock Fund | Pro | Locked |
| TRZZX T. Rowe Price Small Cap Stock Fund, Inc Class Z | Pro | Locked |
| PASVX T. Rowe Price Small Cap Value Fund Advisor Class | Pro | Locked |
| PRSVX T. Rowe Price Small Cap Value Fund Investor Class | Pro | Locked |
| PRVIX T. Rowe Price Small Cap Value Fund, Inc Class I | Pro | Locked |
| TRZVX T. Rowe Price Small Cap Value Fund Z Class | Pro | Locked |
| HSCSX Homestead Small-Company Stock Fund | Pro | Locked |
| JSVPX JPMorgan Small Cap Value Fund Class R3 | Pro | Locked |
| JSVRX JPMorgan Small Cap Value Fund Class R5 | Pro | Locked |
| JSVQX JPMorgan Small Cap Value Fund Class R4 | Pro | Locked |
| JSVUX JPMorgan Small Cap Value Fund Class R6 | Pro | Locked |
| JSVZX JPMorgan Small Cap Value Fund Class R2 | Pro | Locked |
| OSVCX JPMorgan Small Cap Value Fund Class C | Pro | Locked |
| PSOAX JPMorgan Small Cap Value Fund Class A | Pro | Locked |
| PSOPX JPMorgan Small Cap Value Fund Class I | Pro | Locked |
| IASCX Voya Small Company Portfolio Advisor Class | Pro | Locked |
| IVCSX Voya Small Company Portfolio Initial | Pro | Locked |
| IVPSX Voya Small Company Portfolio Class S | Pro | Locked |
| VSPRX Voya Small Company Portfolio Class R6 | Pro | Locked |
| VVSCX VALIC Company I Small Cap Value Fund | Pro | Locked |
| MFCPX M Capital Appreciation Fund | Pro | Locked |
| VEVFX Vanguard Explorer Value Fund | Pro | Locked |
| PBQAX PGIM Jennison Blend Fund Class A | Pro | Locked |
| PBQQX PGIM Jennison Blend Fund Class R6 | Pro | Locked |
| PEQZX PGIM Jennison Blend Fund Class Z | Pro | Locked |
| PRECX PGIM Jennison Blend Fund Class C | Pro | Locked |
| FMCAX Fidelity Advisor Stock Selector Mid Cap Fund Class M | Pro | Locked |
| FMCCX Fidelity Advisor Stock Selector Mid Cap Fund Class I | Pro | Locked |
| FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | Pro | Locked |
| FMCEX Fidelity Advisor Stock Selector Mid Cap Fund Class C | Pro | Locked |
| FSLZX Fidelity Advisor Stock Selector Mid Cap Fund Class Z | Pro | Locked |
| FSSMX Fidelity Advisor Stock Selector Mid Cap Fund | Pro | Locked |
| JSCZX JPMorgan US Small Company Fund Class R2 | Pro | Locked |
| JSCSX JPMorgan US Small Company Fund Class I | Pro | Locked |
| JTUCX JPMorgan US Small Company Fund Class C | Pro | Locked |
| JTUAX JPMorgan US Small Company Fund Class A | Pro | Locked |
| JUSMX JPMorgan US Small Company Fund Class R6 | Pro | Locked |
| JUSPX JPMorgan US Small Company Fund Class R3 | Pro | Locked |
| JUSSX JPMorgan US Small Company Fund Class L | Pro | Locked |
| JUSYX JPMorgan US Small Company Fund Class R5 | Pro | Locked |
| JUSQX JPMorgan US Small Company Fund Class R4 | Pro | Locked |
| MMGEX MassMutual Small Cap Growth Equity Fund Class A | Pro | Locked |
| MMNJX MassMutual Small Cap Growth Equity Fund Class Y | Pro | Locked |
| MSCYX MassMutual Small Cap Growth Equity Fund Service Class | Pro | Locked |
| MSERX MassMutual Small Cap Growth Equity Fund Class R4 | Pro | Locked |
| MSGLX MassMutual Small Cap Growth Equity Fund Administrative Class | Pro | Locked |
| MSGNX MassMutual Small Cap Growth Equity Fund Class R3 | Pro | Locked |
| MSGSX MassMutual Small Cap Growth Equity Fund Class R5 | Pro | Locked |
| MSGZX MassMutual Small Cap Growth Equity Fund Class I | Pro | Locked |
| IIVLX Transamerica Small/Mid Cap Value Fund Class C | Pro | Locked |
| IIVAX Transamerica Small/Mid Cap Value Fund Class A | Pro | Locked |
| TASMX Transamerica Small/Mid Cap Value Fund Class R6 | Pro | Locked |
| TSMVX Transamerica Small/Mid Cap Value Fund Class I2 | Pro | Locked |
| TSVIX Transamerica Small/Mid Cap Value Fund Class I | Pro | Locked |
| FKICX Fidelity Small Cap Stock K6 Fund | Pro | Locked |
| FSLCX Fidelity Small Cap Stock Fund | Pro | Locked |
| DFSVX DFA US Small Cap Value Portfolio | Pro | Locked |
| TLEQX Nuveen Life Small Cap Equity Fund | Pro | Locked |
| FCAGX Fidelity Advisor Small Cap Growth Fund Class A | Pro | Locked |
| FCCGX Fidelity Advisor Small Cap Growth Fund Class C | Pro | Locked |
| FCIGX Fidelity Advisor Small Cap Growth Fund Class I | Pro | Locked |
| FCPGX Fidelity Advisor Small Cap Growth Fund | Pro | Locked |
| FCTGX Fidelity Advisor Small Cap Growth Fund Class M | Pro | Locked |
| FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 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 |
| FISVX Fidelity Small Cap Value Index Fund | Pro | Locked |
| FOCSX Fidelity Small Cap Growth K6 Fund Class K6 | Pro | Locked |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | Locked |
| AVSBX Avantis US Small Cap Equity Fund Class G | Pro | Locked |
| AVSCX Avantis US Small Cap Equity Fund Institutional Class | Pro | Locked |
| IJSAX VY JPMorgan Small Cap Core Equity Portfolio Advisor Class | Pro | Locked |
| IJSSX VY JPMorgan Small Cap Core Equity Portfolio Service | Pro | Locked |
| IJSTX VY JPMorgan Small Cap Core Equity Portfolio S2 | Pro | Locked |
| IJSIX VY JPMorgan Small Cap Core Equity Portfolio Initial | Pro | Locked |
| VPRSX VY JPMorgan Small Cap Core Equity Portfolio Class R6 | Pro | Locked |
| PAXWX Impax Sustainable Allocation Fund Investor Class | Pro | Locked |
| PAXIX Impax Sustainable Allocation Fund Institutional 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 |
| FJACX Fidelity Series Small Cap Discovery Fund | Pro | Locked |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | 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 |
| NWXRX Nationwide Small Cap Index Fund Institutional Service Class | Pro | Locked |
| SWSSX Schwab Small-Cap Index Fund | Pro | Locked |
| DFSCX DFA US Micro Cap Portfolio | 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 |
| NSIDX Northern 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 |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | Locked |
| VVICX Voya VACS Index Series SC Portfolio | 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 |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | Locked |
| FSSNX Fidelity Small Cap Index Fund | 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 |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | Locked |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | 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 |
| 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 |
| 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 |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | Locked |
| LONAX Longboard Alternative Growth Fund Class A | Pro | Locked |
| LONGX Longboard Alternative Growth Fund Class I | Pro | Locked |
| OWSMX Old Westbury Small & Mid Cap Strategies Fund | Pro | Locked |
| BDSAX BlackRock Advantage Small Cap Core Fund Investor A Class | Pro | Locked |
| BDSCX BlackRock Advantage Small Cap Core Fund Investor C Class | Pro | Locked |
| BDSIX BlackRock Advantage Small Cap Core Fund Institutional Class | Pro | Locked |
| BDSKX BlackRock Advantage Small Cap Core Fund Class K | 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 |
| USMIX Victory Extended Market Index Fund Class Fund shares | 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 |
| 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 |
| DFFVX DFA US Targeted Value Portfolio | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | Locked |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | 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 |
| SLPIX Small-Cap ProFund | Pro | Locked |
| SLPSX Small-Cap ProFund Service Class | Pro | Locked |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | 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 |
| MASPX BlackRock Advantage SMID Cap Fund Inc Institutional Class | Pro | Locked |
| MCSPX BlackRock Advantage SMID Cap Fund Inc Class C | Pro | Locked |
| MDSPX BlackRock Advantage SMID Cap Fund Inc Class A | Pro | Locked |
| MKSPX BlackRock Advantage SMID Cap Fund Inc Class K | Pro | Locked |
| MRSPX BlackRock Advantage SMID Cap Fund Inc Class R | Pro | Locked |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | Locked |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | Locked |
| VFAIX Vanguard Financial Index Fund Admiral Shs | 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 |
| DAABX DFA US Sustainability Targeted Value Portfolio | Pro | Locked |
| FCTDX Strategic Advisers Fidelity US Total Stock Fund | Pro | Locked |
| FSUMX Fidelity Series Sustainable US Market 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 |
| SFSNX Schwab Fundamental US Small Company Index Fund | Pro | Locked |
| TGIPX T. Rowe Price Spectrum Moderate Growth Allocation Fund Class I | Pro | Locked |
| TRSGX T. Rowe Price Spectrum Moderate Growth Allocation Fund Investor Class | Pro | Locked |
| VSEQX Vanguard Strategic Equity Fund Investor Class | Pro | Locked |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | Locked |
| DFVEX US Vector Equity Portfolio | Pro | Locked |
| DVRIX MFS Global Alternative Strategy Fund Class I | Pro | Locked |
| DVRAX MFS Global Alternative Strategy Fund Class A | Pro | Locked |
| DVRFX MFS Global Alternative Strategy Fund Class R1 | Pro | Locked |
| DVRCX MFS Global Alternative Strategy Fund Class C | Pro | Locked |
| DVRHX MFS Global Alternative Strategy Fund Class R2 | Pro | Locked |
| DVRBX MFS Global Alternative Strategy Fund Class B | Pro | Locked |
| DVRJX MFS Global Alternative Strategy Fund Class R3 | Pro | Locked |
| DVRLX MFS Global Alternative Strategy Fund Class R5 | Pro | Locked |
| DVRKX MFS Global Alternative Strategy Fund Class R4 | Pro | Locked |
| FSBCX Federated Hermes Global Allocation Fund Class C | Pro | Locked |
| FSBKX Federated Hermes Global Allocation Fund Class R | Pro | Locked |
| FSBLX Federated Hermes Global Allocation Fund Class R6 | Pro | Locked |
| FSTBX Federated Hermes Global Allocation Fund Class A | Pro | Locked |
| QAAGRX T. Rowe Price Moderate Allocation Portfolio | Pro | Locked |
| SBFIX Federated Hermes Global Allocation Fund Institutional Class | 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 |
| TPPAX T. Rowe Price Spectrum Moderate Allocation Fund Class I | Pro | Locked |
| TRPBX T. Rowe Price Spectrum Moderate Allocation Fund Investor Class | Pro | Locked |
| SAUMX SA US Small Company Fund | Pro | Locked |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | Locked |
| PJARX Principal SmallCap Value Fund II Class R-3 | Pro | Locked |
| PLARX Principal SmallCap Value Fund II Class R-5 | Pro | Locked |
| PPIPX T. Rowe Price Spectrum Conservative Allocation Fund Class I | Pro | Locked |
| PPVIX Principal SmallCap Value Fund Institutional Class | Pro | Locked |
| PRSIX T. Rowe Price Spectrum Conservative Allocation Fund Investor Class | Pro | Locked |
| PSMJX Principal SmallCap Value Fund II Class J | Pro | Locked |
| PSMVX Principal SmallCap Value Fund II Class R6 | Pro | Locked |
| VHYAX Vanguard High Dividend Yield Index Fund Admiral Class | Pro | Locked |
| BDVEX BlackRock Diversified Equity Alpha Fund Institutional Class | Pro | Locked |
| BXMDX Blackstone Alternative Multi-Strategy Fund Class D | Pro | Locked |
| BXMIX Blackstone Alternative Multi-Strategy Fund Class I | Pro | Locked |
| BXMYX Blackstone Alternative Multi-Strategy Fund Class Y | Pro | Locked |
| AVUNX Avantis US Equity Fund Class G | Pro | Locked |
| AVUSX Avantis US Equity Fund Institutional Class | 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 |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | Locked |
| FCFMX Fidelity Series Total Market Index Fund | Pro | Locked |
| FNCMX Fidelity NASDAQ Composite Index | Pro | Locked |
| FSKAX Fidelity Total Market Index Fund | Pro | Locked |
| FZROX Fidelity ZERO Total Market Index Fund | 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 |
| KCXIX Knights of Columbus US All Cap Index Fund I Class | 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 |
| 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 |
| 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 |
| 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 |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | Locked |
| AALGX Thrivent Global Stock Fund Class A | Pro | Locked |
| FSAKX Strategic Advisers US Total Stock 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 |
| NCGFX New Covenant Growth Fund | 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 |
| 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 |
| VBAIX Vanguard Balanced Index Fund Institutional Plus | Pro | Locked |
| VBIAX Vanguard Balanced Index Fund admiral Class | Pro | Locked |
| VITSX Vanguard Morningstar Total Stock Market Index Fund Institutional Class | 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 |
| GRZZX Leuthold Grizzly Short Fund | Pro | Locked |
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✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From FundXLS, built by a team trusted since 2014