Mutual Funds Holding EFX
Mutual Funds Holding EFX
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Mutual Funds Holding EFX
Get exposure to Equifax Inc. through 814 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 814 Mutual Funds with EFX
| Fund ↕ | Weight ↓ | |
|---|---|---|
| WVALX The Weitz Funds - LARGE CAP EQUITY FUND Investor class | 3.46% | View |
| WVAIX The Weitz Funds - LARGE CAP EQUITY FUND Institutional class | 3.46% | View |
| EAALX Eaton Vance Atlanta Capital Focused Growth Fund Class A | 3.39% | View |
| EAGCX Eaton Vance Atlanta Capital Focused Growth Fund Class C | 3.39% | View |
| EILGX Eaton Vance Atlanta Capital Focused Growth Fund Class I | 3.39% | View |
| ERLGX Eaton Vance Atlanta Capital Focused Growth Fund Class R6 | 3.39% | View |
| ESECX Eaton Vance Atlanta Capital Select Equity Fund- Class C | 3.14% | View |
| ESEAX Eaton Vance Atlanta Capital Select Equity Fund | 3.14% | View |
| ESEIX Eaton Vance Atlanta Capital Select Equity Fund Class I | 3.14% | View |
| ESERX Eaton Vance Atlanta Capital Select Equity Fund Class R6 | 3.14% | View |
| LZFIX Lazard Equity Franchise Portfolio Institutional Shares | Pro | Locked |
| LZFOX Lazard Equity Franchise Portfolio Open Shares | Pro | Locked |
| CEYIX Calvert Equity Fund Class I | Pro | Locked |
| CEYRX Calvert Equity Fund Class R6 | Pro | Locked |
| CSECX Calvert Equity Fund Class C | Pro | Locked |
| CSIEX Calvert Equity Fund Class A | Pro | Locked |
| OAKLX Oakmark Select Fund Investor Class | Pro | Locked |
| OANLX Oakmark Select Fund Institutional Class | Pro | Locked |
| OAYLX Oakmark Select Fund Advisor Class | Pro | Locked |
| OAZLX Oakmark Select Fund Class R6 | Pro | Locked |
| VIMCX Virtus KAR Mid-Cap Core Fund I | Pro | Locked |
| VMACX Virtus KAR Mid-Cap Core Fund A | Pro | Locked |
| VMCCX Virtus KAR Mid-Cap Core Fund C | Pro | Locked |
| VRMCX Virtus KAR Mid-Cap Core Fund Class R6 | Pro | Locked |
| JNVIX Jensen Quality MidCap Fund I Shares | Pro | Locked |
| JNVSX Jensen Quality MidCap Fund J Shares | Pro | Locked |
| JNVYX Jensen Quality MidCap Fund Y Shares | Pro | Locked |
| VKSAX Virtus KAR Small-Mid Cap Core Fund Class A | Pro | Locked |
| VKSCX Virtus KAR Small-Mid Cap Core Fund Class C | Pro | Locked |
| VKSIX Virtus KAR Small-Mid Cap Core Fund Class I | Pro | Locked |
| VKSRX Virtus KAR Small-Mid Cap Core Fund Class R6 | Pro | Locked |
| DHLTX Diamond Hill Select Fund Class I | Pro | Locked |
| DHTAX Diamond Hill Select Fund Investor Class | Pro | Locked |
| DHTYX Diamond Hill Select Fund Class Y | Pro | Locked |
| PHSKX Virtus KAR Mid-Cap Growth Fund A | Pro | Locked |
| PICMX Virtus KAR Mid-Cap Growth Fund I | Pro | Locked |
| PSKCX Virtus KAR Mid-Cap Growth Fund C | Pro | Locked |
| VRMGX Virtus KAR Mid-Cap Growth Fund Class R6 | Pro | Locked |
| BAFMX Brown Advisory Mid-Cap Growth Fund Institutional Class | Pro | Locked |
| BMIDX Brown Advisory Mid-Cap Growth Fund Investor Class | Pro | Locked |
| FHUMX Federated Hermes US SMID Fund Class IS | Pro | Locked |
| LZUOX Lazard US Equity Focus Portfolio Open Class | Pro | Locked |
| LZUSX Lazard US Equity Focus Portfolio Institutional Class | Pro | Locked |
| RLUSX Lazard US Equity Focus Portfolio Class R6 | Pro | Locked |
| BAFLX Brown Advisory Global Leaders Fund Institutional Class | Pro | Locked |
| BIALX Brown Advisory Global Leaders Fund Investor Class | Pro | Locked |
| WPVIX Multi Cap Equity Fund Institutional Class | Pro | Locked |
| WPVLX Multi Cap Equity Fund Investor Class | Pro | Locked |
| BAFWX Brown Advisory Sustainable Growth Fund Institutional Class | Pro | Locked |
| BAWAX Brown Advisory Sustainable Growth Fund Advisor Class | Pro | Locked |
| BIAWX Brown Advisory Sustainable Growth Fund Investor Class | Pro | Locked |
| BGEAX Brandes Global Equity Fund- Class A | Pro | Locked |
| BGVCX Brandes Global Equity Fund Class C | Pro | Locked |
| BGVIX Brandes Global Equity Fund Series I | Pro | Locked |
| OAKMX Oakmark Fund Investor Class | Pro | Locked |
| OANMX Oakmark Fund Institutional Class | Pro | Locked |
| OAYMX Oakmark Fund Advisor Class | Pro | Locked |
| OAZMX Oakmark Fund Class R6 | Pro | Locked |
| NECOX Natixis Oakmark Fund Class C | Pro | Locked |
| NEFOX Natixis Oakmark Fund Class A | Pro | Locked |
| NEOYX Natixis Oakmark Fund Class Y | Pro | Locked |
| NOANX Natixis Oakmark Fund Class N | Pro | Locked |
| DHMAX Diamond Hill Small-Mid Cap Fund Investor Class | Pro | Locked |
| DHMIX Diamond Hill Small-Mid Cap Fund Class I | Pro | Locked |
| DHMYX Diamond Hill Small-Mid Cap Fund Class Y | Pro | Locked |
| VELAX VELA Large Cap Plus Fund Class A | Pro | Locked |
| VELIX VELA Large Cap Plus Fund Class I | Pro | Locked |
| DHPAX Diamond Hill Mid Cap Fund- Investor Class | Pro | Locked |
| DHPIX Diamond Hill Mid Cap Fund- Class I Shares | Pro | Locked |
| DHPYX Diamond Hill Mid Cap Fund- Class Y Shares | Pro | Locked |
| JENIX Jensen Quality Growth Fund Inc Class I | Pro | Locked |
| JENRX Jensen Quality Growth Fund Inc Class R | Pro | Locked |
| JENYX Jensen Quality Growth Fund Inc Class Y Shares | Pro | Locked |
| JENSX Jensen Quality Growth Fund Inc Class J | Pro | Locked |
| OFALX Olstein All Cap Value Fund Class C | Pro | Locked |
| OFAVX Olstein All Cap Value Fund Class A | Pro | Locked |
| OFAFX Olstein All Cap Value Fund Adviser Class | Pro | Locked |
| WBALX Weitz Conservative Allocation Fund Investor Class | Pro | Locked |
| WBAIX Weitz Conservative Allocation Fund Institutional Class | Pro | Locked |
| FHEQX Federated Hermes SDG Engagement Equity Fund Class A Shares | Pro | Locked |
| FHERX Federated Hermes SDG Engagement Equity Fund Class R6 | Pro | Locked |
| FHESX Federated Hermes SDG Engagement Equity Fund Institutional Class | Pro | Locked |
| BUFMX Buffalo Mid Cap Growth Fund Investor Class | Pro | Locked |
| BUIMX Buffalo Mid Cap Growth Fund Institutional Class | Pro | Locked |
| GTCEX Glenmede Strategic Equity Portfolio | Pro | Locked |
| NECCX Natixis US Equity Opportunities Fund Class C | Pro | Locked |
| NEFSX Natixis US Equity Opportunities Fund Class A | Pro | Locked |
| NESNX Natixis US Equity Opportunities Fund Class N | Pro | Locked |
| NESYX Natixis US Equity Opportunities Fund Class Y | Pro | Locked |
| VVILX Vulcan Value Partners Fund Institutional Class | Pro | Locked |
| VVPLX Vulcan Value Partners Fund Investor Class | Pro | Locked |
| OAKBX Oakmark Equity And Income Fund Investor Class | Pro | Locked |
| OANBX Oakmark Equity and Income Fund Institutional Class | Pro | Locked |
| OAYBX Oakmark Equity and Income Fund Advisor Class | Pro | Locked |
| OAZBX Oakmark Equity and Income Fund Class R6 | Pro | Locked |
| IGFAX Voya Global Equity Insights Portfolio Advisor Class | Pro | Locked |
| IGFSX Voya Global Equity Insights Portfolio Class S2 | Pro | Locked |
| IVGTX Voya Global Equity Insights Portfolio Class S | Pro | Locked |
| VPRDX Voya Global Equity Insights Portfolio Class R6 | Pro | Locked |
| BABDX BlackRock Global Dividend Portfolio Class A | Pro | Locked |
| BCBDX BlackRock Global Dividend Portfolio Investor Class | Pro | Locked |
| BIBDX BlackRock Global Dividend Portfolio Institutional Class | Pro | Locked |
| BKBDX BlackRock Global Dividend Portfolio - Class K | Pro | Locked |
| CFMSX Column Mid Cap Select Fund | Pro | Locked |
| THPMX Thompson MidCap Fund | Pro | Locked |
| HLGZX Harding Loevner Global Equity Portfolio Institutional Class Z | Pro | Locked |
| HLMGX Harding Loevner Global Equity Portfolio Advisor Cl | Pro | Locked |
| HLMVX Harding Loevner Global Equity Portfolio Institutional Class | Pro | Locked |
| MGISX Morgan Stanley Institutional Funds-Global Franchise Portfolio Class IS | Pro | Locked |
| MSFAX Morgan Stanley Institutional Funds-Global Franchise Portfolio | Pro | Locked |
| MSFBX Morgan Stanley Institutional Funds-Global Franchise Portfolio Class A | Pro | Locked |
| MSFLX Morgan Stanley Institutional Fd Global Franchise Ptf Class L | Pro | Locked |
| MSGFX Morgan Stanley Institutional Funds-Global Franchise Portfolio Class C | Pro | Locked |
| MEIAX MFS Value Fund Class A | Pro | Locked |
| MEICX MFS Value Fund Class C | Pro | Locked |
| MEIGX MFS Value Fund Class R1 | Pro | Locked |
| MEIHX MFS Value Fund Class R3 | Pro | Locked |
| MEIIX MFS Value Fund Class I | Pro | Locked |
| MEIJX MFS Value Fund Class R4 | Pro | Locked |
| MEIKX MFS Value Fund Class R6 | Pro | Locked |
| MFEBX MFS Value Fund Class B | Pro | Locked |
| MVRRX MFS Value Fund Class R2 | Pro | Locked |
| MFCPX M Capital Appreciation Fund | Pro | Locked |
| MGFAX MassMutual Global Fund Class A | Pro | Locked |
| MGFLX MassMutual Global Fund Administrative Class | Pro | Locked |
| MGFNX MassMutual Global Fund Class R3 | Pro | Locked |
| MGFRX MassMutual Global Fund Class R4 | Pro | Locked |
| MGFSX MassMutual Global Fund Class R5 | Pro | Locked |
| MGFZX MassMutual Global Fund Class I | Pro | Locked |
| MGFYX MassMutual Global Fund Service Class | Pro | Locked |
| QHFIX AQR MS Fusion HV Fund Class I | Pro | Locked |
| QHFNX AQR MS Fusion HV Fund Class N | Pro | Locked |
| QHFRX AQR MS Fusion HV Fund Class R6 | Pro | Locked |
| PAMCX T. Rowe Price Mid-Cap Growth Fund Advisor Class | Pro | Locked |
| PMEGX T. Rowe Price Institutional Mid-Cap Equity Growth Fund | Pro | Locked |
| RPMGX T. Rowe Price Mid-Cap Growth Fund Investor Class | Pro | Locked |
| RPTIX T. Rowe Price Mid-Cap Growth Fund Class I | Pro | Locked |
| RRMGX T. Rowe Price Mid-Cap Growth Fund-R Class | Pro | Locked |
| TRQZX T. Rowe Price Mid-Cap Growth Fund Class z | Pro | Locked |
| ILGRX Nomura Large Cap Growth Fund Class R6 | Pro | Locked |
| IYGIX Nomura Large Cap Growth Fund Class I | Pro | Locked |
| MXMGX Empower T. Rowe Price Mid Cap Growth Fund Invoice Class | Pro | Locked |
| MXYKX Empower T. Rowe Price Mid Cap Growth Fund Institutional Class | Pro | Locked |
| QAAGSX T. Rowe Price Mid-Cap Growth Portfolio Class II | Pro | Locked |
| QAMWEX T. Rowe Price Mid-Cap Growth Portfolio | Pro | Locked |
| WLGAX Nomura Large Cap Growth Fund Class A | Pro | Locked |
| WLGCX Nomura Large Cap Growth Fund Class C | Pro | Locked |
| WLGRX Nomura Large Cap Growth Fund Class R | Pro | Locked |
| WLGYX Nomura Large Cap Growth Fund Class Y | Pro | Locked |
| IDPIX Industrials Ultra Sector ProFund Investor Class | Pro | Locked |
| IDPSX Industrials Ultra Sector ProFund Service Class | Pro | Locked |
| NLSCX Neuberger Berman Long Short Fund Class C | Pro | Locked |
| NLSAX Neuberger Berman Long Short Fund Class A | Pro | Locked |
| NLSIX Neuberger Berman Long Short Fund Institutional Class | Pro | Locked |
| QLFIX AQR LSE Fusion Fund Class I | Pro | Locked |
| QLFNX AQR LSE Fusion Fund Class N | Pro | Locked |
| QLFRX AQR LSE Fusion Fund Class R6 | Pro | Locked |
| MEFAX MassMutual Mid Cap Growth Fund Class A | Pro | Locked |
| MEFFX MassMutual Mid Cap Growth Fund Class R4 | Pro | Locked |
| MEFNX MassMutual Mid Cap Growth Fund Class R3 | Pro | Locked |
| MEFYX MassMutual Mid Cap Growth Fund Service Class | Pro | Locked |
| MEFZX MassMutual Mid Cap Growth Fund Class I | Pro | Locked |
| MGRFX MassMutual Mid Cap Growth Fund Class R5 | Pro | Locked |
| MMELX MassMutual Mid Cap Growth Fund Administrative Class | Pro | Locked |
| MMNGX MassMutual Mid Cap Growth Fund Class Y | Pro | Locked |
| CFMCX Column Mid Cap Fund | Pro | Locked |
| QMFIX AQR MS Fusion Fund Class I | Pro | Locked |
| QMFNX AQR MS Fusion Fund Class N | Pro | Locked |
| QMFRX AQR MS Fusion Fund Class R6 | Pro | Locked |
| VMGIX Vanguard Morningstar Mid-Cap Growth Index Fund Investor Class | Pro | Locked |
| VMGMX Vanguard Morningstar Mid-Cap Growth Index Fund Admiral Class | Pro | Locked |
| QLENX AQR Long-Short Equity Fund Class N | Pro | Locked |
| QLEIX AQR Long-Short Equity Fund Class I | Pro | Locked |
| QLERX AQR Long-Short Equity Fund Class R6 | Pro | Locked |
| OALVX Optimum Large Cap Value Fund Class A | Pro | Locked |
| OCLVX Optimum Large Cap Value Fund Class C | Pro | Locked |
| OILVX Optimum Large Cap Value Fund Class I | Pro | Locked |
| MXKJX Empower Mid Cap Value Fund Institutional Class | Pro | Locked |
| MXMVX Empower Mid Cap Value Fund Invoice Class | Pro | Locked |
| VWNAX Vanguard Windsor II Fund Admiral Shares | Pro | Locked |
| VWNFX Vanguard Windsor II Fund | Pro | Locked |
| BBGLX Bridge Builder Large Cap Growth Fund | Pro | Locked |
| GLBIX Leuthold Global Fund Insti Class | Pro | Locked |
| GLBLX Leuthold Global Fund Retail Class | Pro | Locked |
| PRISX T. Rowe Price Financial Services Fund Investor Class | Pro | Locked |
| TFIFX T. Rowe Price Financial Services Fund Class I | Pro | Locked |
| FLSPX Meeder Spectrum Fund Retail Class | Pro | Locked |
| SRUAX Meeder Spectrum Fund Adviser Class | Pro | Locked |
| SRUIX Meeder Spectrum Fund Institutional Class | Pro | Locked |
| AADEX American Beacon Large Cap Value Fund Class R5 | Pro | Locked |
| AAGPX American Beacon Large Cap Value Fund Investor Class | Pro | Locked |
| AALRX American Beacon Large Cap Value Fund R6 Class | Pro | Locked |
| ABLYX American Beacon Large Cap Value Fund Y Class | Pro | Locked |
| ALVAX American Beacon Large Cap Value Fund A Class | Pro | Locked |
| ALVCX American Beacon Large Cap Value Fund C Class | Pro | Locked |
| AVASX American Beacon Large Cap Value Fund Advisor Class | Pro | Locked |
| MEQRX MFS Global Equity Fund Cl R2 | Pro | Locked |
| MWEBX MFS Global Equity Fund Class B | Pro | Locked |
| MWECX MFS Global Equity Fund Class C | Pro | Locked |
| MWEFX MFS Global Equity Fund Class A | Pro | Locked |
| MWEGX MFS Global Equity Fund Class R1 | Pro | Locked |
| MWEHX MFS Global Equity Fund Class R3 | Pro | Locked |
| MWEIX MFS Global Equity Fund Class I | Pro | Locked |
| MWELX MFS Global Equity Fund Class R4 | Pro | Locked |
| MWEMX MFS Global Equity Fund Class R5 | Pro | Locked |
| NAINX Virtus Tactical Allocation Fund Class A | Pro | Locked |
| POICX Virtus Tactical Allocation Fund Class C | Pro | Locked |
| VTAIX Virtus Tactical Allocation Fund Class I | Pro | Locked |
| VTARX Virtus Tactical Allocation Fund Class R6 | Pro | Locked |
| BUFDX Buffalo Dividend Focus Fund Investor Class | Pro | Locked |
| BUIDX Buffalo Dividend Focus Fund Institutional Class | Pro | Locked |
| VVWIX Venerable World Equity Fund Class I | Pro | Locked |
| VVWVX Venerable World Equity Fund Class V | Pro | Locked |
| BPAIX Boston Partners All-Cap Value Fund Institutional Class | Pro | Locked |
| BPAVX Boston Partners All-Cap Value Fund Invertor Class | Pro | Locked |
| RGEAX Russell Global Equity Fund Class A | Pro | Locked |
| RGDTX Russell Global Equity Fund Class M | Pro | Locked |
| RGECX Russell Global Equity Fund Class C | Pro | Locked |
| RGESX Russell Global Equity Fund Class S | Pro | Locked |
| RLGYX Russell Global Equity Fund Class Y | Pro | Locked |
| BPARX Boston Partners All-Cap Value Fund Class R6 | Pro | Locked |
| OWSMX Old Westbury Small & Mid Cap Strategies Fund | Pro | Locked |
| VINAX Vanguard Industrials Index Fund Admiral Shares | 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 |
| PAVLX T. Rowe Price Value Fund ADVISOR CLASS | Pro | Locked |
| QMNNX AQR Equity Market Neutral Fund Class N | Pro | Locked |
| QMNIX AQR Equity Market Neutral Fund Class I | Pro | Locked |
| QMNRX AQR Equity Market Neutral Fund Class R6 | Pro | Locked |
| TRPIX T. Rowe Price Value Fund Class I | Pro | Locked |
| TRVLX T. Rowe Price Value Fund Investor Class | Pro | Locked |
| TRZAX T. Rowe Price Value Fund Class Z | Pro | Locked |
| CUSEX Capital Group US Equity Fund | Pro | Locked |
| VVMCX VALIC Company I Mid Cap Value Fund | Pro | Locked |
| FLFGX Meeder Global Allocation Fund Retail Class | Pro | Locked |
| GBPAX Meeder Global Allocation Fund Adviser Class | Pro | Locked |
| GBPIX Meeder Global Allocation Fund Institutional Class | Pro | Locked |
| DYGAX Meeder Dynamic Allocation Fund Adviser Class | Pro | Locked |
| DYGIX Meeder Dynamic Allocation Fund Institutional Class | Pro | Locked |
| FLDGX Meeder Dynamic Allocation Fund Retail Class | Pro | Locked |
| MSTQX Morningstar US Equity Fund Institutional Class | Pro | Locked |
| PLCGX Principal Large Cap Growth Fund I Class R6 | Pro | Locked |
| PLGAX Principal Large Cap Growth Fund I Class I | Pro | Locked |
| VADFX Invesco Equally-Weighted S&P 500 Fund Cl R6 | Pro | Locked |
| VADCX Invesco Equally-Weighted S&P 500 Fund Class C | Pro | Locked |
| VADAX Invesco Equally-Weighted S&P 500 Fund Class A | Pro | Locked |
| VADDX Invesco Equally-Weighted S&P 500 Fund Class Y | Pro | Locked |
| VADRX Invesco Equally-Weighted S&P 500 Fund Class R | Pro | Locked |
| FIMVX Fidelity Mid Cap Value Index Fund | Pro | Locked |
| VIMAX Vanguard Morningstar Mid-Cap Index Fund Admiral Class | Pro | Locked |
| VIMSX Vanguard Morningstar Mid-Cap Index Fund Investor Class | Pro | Locked |
| VMCIX Vanguard Morningstar Mid-Cap Index Fund Institutional Class | Pro | Locked |
| VMCPX Vanguard Morningstar Mid-Cap Index Fund Institutional Plus Class | 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 |
| MSFRX MFS Total Return Fund Class A | Pro | Locked |
| MSFFX MFS Total Return Fund Class R1 | Pro | Locked |
| MSFHX MFS Total Return Fund Class R3 | Pro | Locked |
| MSFJX MFS Total Return Fund Class R4 | Pro | Locked |
| MSFKX MFS Total Return Fund Class R6 | Pro | Locked |
| MTRBX MFS Total Return Fund Class B | Pro | Locked |
| MTRIX MFS Total Return Fund Class I | Pro | Locked |
| MTRCX MFS Total Return Fund C | Pro | Locked |
| MTRRX MFS Total Return Fund Cl R2 | Pro | Locked |
| VVIMX Voya VACS Index Series MC Portfolio | Pro | Locked |
| VEFVX Venerable Mid Cap Index Fund Class V | Pro | Locked |
| FGIDX Fidelity Growth & Income Portfolio Class A | Pro | Locked |
| FGIEX Fidelity Growth & Income Portfolio Class M | Pro | Locked |
| FGIJX Fidelity Growth & Income Portfolio Class C | Pro | Locked |
| FGIKX Fidelity Growth & Income Portfolio Class K | Pro | Locked |
| FGJDX Fidelity Growth & Income Portfolio Class I | Pro | Locked |
| FGJEX Fidelity Growth & Income Portfolio Class Z | Pro | Locked |
| FGRIX Fidelity Growth & Income Portfolio | Pro | Locked |
| CDAZX Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class | Pro | Locked |
| FLMAX Meeder Muirfield Fund Adviser Class | Pro | Locked |
| FLMFX Meeder Muirfield Fund Retail Class | Pro | Locked |
| FLMIX Meeder Muirfield Fund Institutional Class | 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 |
| SWMCX Schwab US Mid-Cap Index Fund | Pro | Locked |
| FSMDX Fidelity Mid Cap Index Fund | Pro | Locked |
| OWTEX Old Westbury Total Equity Fund | 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 |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | Locked |
| DVOAX Meeder Moderate Allocation Fund Adviser Class | Pro | Locked |
| DVOIX Meeder Moderate Allocation Fund Institutional Class | Pro | Locked |
| FLDOX Meeder Moderate Allocation Fund Retail Class | 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 |
| 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 |
| DFUVX DFA US Large Cap Value Portfolio | Pro | Locked |
| THCVX Nuveen Large Cap Value Index Fund Class I | Pro | Locked |
| TILVX Nuveen Large Cap Value Index Fund Class R6 | Pro | Locked |
| TRCVX Nuveen Large Cap Value Index Fund Retirement Class | Pro | Locked |
| FCLKX Fidelity Large Cap Stock K6 Fund Class K6 | Pro | Locked |
| FDECX Fidelity Advisor Capital Development Fund Class C | Pro | Locked |
| FDEIX Fidelity Advisor Capital Development Fund Class I | Pro | Locked |
| FDETX Fidelity Advisor Capital Development Fund Class O | Pro | Locked |
| FDTZX Fidelity Advisor Capital Development Fund Class M | Pro | Locked |
| FDTTX Fidelity Advisor Capital Development Fund Class A | Pro | Locked |
| FGLGX Fidelity Series Large Cap Stock Fund | Pro | Locked |
| FHZTX Fidelity Large Cap Stock Fund Class I | Pro | Locked |
| FLAFX Fidelity Large Cap Stock Fund Class A | Pro | Locked |
| FLAHX Fidelity Large Cap Stock Fund Class M | Pro | Locked |
| FLAJX Fidelity Large Cap Stock Fund Class C | Pro | Locked |
| FLAZX Fidelity Large Cap Stock Fund Class Z | Pro | Locked |
| FLCSX Fidelity Large Cap Stock Fund | Pro | Locked |
| PRDMX T. Rowe Price Diversified Mid-Cap Growth Fund Investor Class | Pro | Locked |
| RPTTX T. Rowe Price Diversified Mid-Cap Growth Fund Class I | 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 |
| BLADX BlackRock Managed Income Fund Class A | Pro | Locked |
| BLDIX BlackRock Managed Income Fund Institutional Class | Pro | Locked |
| BLDRX BlackRock Managed Income Fund Class K | Pro | Locked |
| BMICX BlackRock Managed Income Fund Investor C Class | Pro | Locked |
| AWSHX Washington Mutual Investors Fund Class A | Pro | Locked |
| BLNAX Meeder Balanced Fund Adviser Class | Pro | Locked |
| BLNIX Meeder Balanced Fund Institutional Class | 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 |
| CWMAX Washington Mutual Investors Fund Class 529-A Shares | Pro | Locked |
| CWMEX Washington Mutual Investors Fund Class 529-E Shares | Pro | Locked |
| CWMCX Washington Mutual Investors Fund Class 529-C Shares | Pro | Locked |
| CWMFX Washington Mutual Investors Fund Class 529-F-1 | Pro | Locked |
| FLDFX Meeder Balanced Fund Retail Class | Pro | Locked |
| FLRUX Meeder Conservative Allocation Fund Retail Class | Pro | Locked |
| FWMIX Washington Mutual Investors Fund Class F-3 | Pro | Locked |
| FWMMX Washington Mutual Investors Fund Class 529-F-2 | Pro | Locked |
| FWWMX Washington Mutual Investors Fund Class 529-F-3 | Pro | Locked |
| IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Initial | Pro | Locked |
| IAXSX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class S | Pro | Locked |
| IAXTX VY T. Rowe Price Diversified Mid Cap Growth Portfolio S2 | Pro | Locked |
| IAXAX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Advisor Class | Pro | Locked |
| IFAAX Meeder Conservative Allocation Fund Adviser Class | Pro | Locked |
| IFAIX Meeder Conservative Allocation Fund Institutional Class | Pro | Locked |
| RAZCX Russell Multi-Asset Strategy Fund Class C | Pro | Locked |
| RAZAX Russell Multi-Asset Strategy Fund Class A | Pro | Locked |
| RBAIX T. Rowe Price Balanced Fund Class I | Pro | Locked |
| RMATX Russell Multi-Asset Strategy Fund Class M | Pro | Locked |
| RMGSX Russell Multi-Asset Strategy Fund Class S | Pro | Locked |
| RMGYX Russell Multi-Asset Strategy Fund Class Y | Pro | Locked |
| RPBAX T. Rowe Price Balanced Fund Investor Class | Pro | Locked |
| RWEBX Washington Mutual Investors Fund Class R2E | Pro | Locked |
| RWMAX Washington Mutual Investors Fund Class R-1 Shares | Pro | Locked |
| RWMBX Washington Mutual Investors Fund Class R-2 Shares | Pro | Locked |
| RWMCX Washington Mutual Investors Fund Class R-3 Shares | Pro | Locked |
| RWMFX Washington Mutual Investors Fund Class R-5 Shares | Pro | Locked |
| RWMEX Washington Mutual Investors Fund Class R-4 Shares | Pro | Locked |
| RWMGX Washington Mutual Investors Fund Cl R-6 Shs | Pro | Locked |
| RWMHX Washington Mutual Investors Fund Class R-5E | Pro | Locked |
| SLCAX SEI Institutional Investment Trust - Large Cap Fund Class A | Pro | Locked |
| TECHX Wisdomtree Technology And Innovation 100 Digital Fund | Pro | Locked |
| VYRIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6 | Pro | Locked |
| WMFFX Washington Mutual Investors Fund Cl F-2 Shs | Pro | Locked |
| WSHFX Washington Mutual Investors Fund Class F1 | Pro | Locked |
| WSHCX Washington Mutual Investors Fund Class C | Pro | Locked |
| SABTX SA US Value Fund | Pro | Locked |
| ANWPX New Perspective Fund Class A | Pro | Locked |
| ANWFX New Perspective Fund Class F-2 | Pro | Locked |
| BBTLX Bridge Builder Tax Managed Large Cap Fund | Pro | Locked |
| CNPCX New Perspective Fund Class 529-C | Pro | Locked |
| CNPAX New Perspective Fund Class 529-A | Pro | Locked |
| CNPEX New Perspective Fund Class 529-E | Pro | Locked |
| CNPFX New Perspective Fund Class 529-F-1 | Pro | Locked |
| FFPNX New Perspective Fund Class 529-F-2 | Pro | Locked |
| FISPX Federated Hermes Max-Cap Index Fund Institutional Class | Pro | Locked |
| FMXKX Federated Hermes Max-Cap Index Fund Class R | Pro | Locked |
| FMXSX Federated Hermes Max-Cap Index Fund Service Class | Pro | Locked |
| FNFPX New Perspective Fund Class 529-F-3 | Pro | Locked |
| FNPFX New Perspective Fund Class F-3 | Pro | Locked |
| GONIX Gotham Neutral Fund- Institutional Class | Pro | Locked |
| LVPIX Large Cap Value ProFund Investor | Pro | Locked |
| LVPSX Large Cap Value ProFund Service | Pro | Locked |
| MXCCX Federated Hermes Max-Cap Index Fund Class C | Pro | Locked |
| NPFCX New Perspective Fund Class C | Pro | Locked |
| NPFFX New Perspective Fund Class F-1 | Pro | Locked |
| PAFGX T. Rowe Price Global Allocation Fund Advisor Cl | Pro | Locked |
| QNZNX AQR Trend Total Return Fund Class N | Pro | Locked |
| QNZRX AQR Trend Total Return Fund Class R6 | Pro | Locked |
| QNZIX AQR Trend Total Return Fund Class I | Pro | Locked |
| REAYX Russell Equity Income Fund Class Y | Pro | Locked |
| REQSX Russell Equity Income Fund Class C | Pro | Locked |
| RLISX Russell Equity Income Fund Class S | Pro | Locked |
| RNPAX New Perspective Fund Class R-1 | Pro | Locked |
| RNPBX New Perspective Fund Class R-2 | Pro | Locked |
| RNPCX New Perspective Fund Class R-3 | Pro | Locked |
| RNPEX New Perspective Fund Class R-4 | Pro | Locked |
| RNPFX New Perspective Fund Class R-5 | Pro | Locked |
| RNPGX New Perspective Fund Class R-6 | Pro | Locked |
| RNPHX New Perspective Fund Class R-5E | Pro | Locked |
| RPEBX New Perspective Fund Class R-2E | Pro | Locked |
| RPGAX T. Rowe Price Global Allocation Fund | Pro | Locked |
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