Mutual Funds Holding HCI
Mutual Funds Holding HCI
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Mutual Funds Holding HCI
Get exposure to HCI Group Inc. through 327 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 327 Mutual Funds with HCI
| Fund ↕ | Weight ↓ | |
|---|---|---|
| HRSIX Hood River Small Cap Growth Fund Retirement Class | 1.22% | View |
| HRSMX Hood River Small Cap Growth Fund Institutional Class | 1.22% | View |
| HRSRX Hood River Small Cap Growth Fund Investor Class | 1.22% | View |
| ESCFX 1290 Essex Small Cap Growth Fund | 0.91% | View |
| ESCJX 1290 Essex Small Cap Growth Fund Class I | 0.91% | View |
| ESCKX 1290 Essex Small Cap Growth Fund Class R | 0.91% | View |
| RYSGX S&P SmallCap 600 Pure Growth Fund Class A | 0.81% | View |
| RYWCX S&P SmallCap 600 Pure Growth Fund Class C | 0.81% | View |
| RYWAX S&P SmallCap 600 Pure Growth Fund Class H | 0.81% | View |
| AFDZX Applied Finance Explorer Fund Institutional Shares | 0.73% | View |
| AFDVX Applied Finance Explorer Fund Investor Shares | Pro | Locked |
| GSQRX Goldman Sachs Small Cap Value Fund Class R | Pro | Locked |
| GSQTX Goldman Sachs Small Cap Value Fund Investor Class | Pro | Locked |
| GSSCX Goldman Sachs Small Cap Value Fund Class C Shares | Pro | Locked |
| GSSMX Goldman Sachs Small Cap Value Fund A Shares | Pro | Locked |
| GSSSX Goldman Sachs Small Cap Value Fund Service Shares | Pro | Locked |
| GSSUX Goldman Sachs Small Cap Value Fund Class R6 | Pro | Locked |
| GSSIX Goldman Sachs Small Cap Value Fund Institutional Shares | Pro | Locked |
| GSYPX Goldman Sachs Small Cap Value Fund Class P Shares | Pro | Locked |
| VVSGX VALIC Company I Small Cap Growth Fund | Pro | Locked |
| RIFYX Victory RS Science and Technology Fund Class Y | Pro | Locked |
| RINCX Victory RS Science and Technology Fund Class C | Pro | Locked |
| RSIFX Victory RS Science and Technology Fund Class A | Pro | Locked |
| GINUX Goldman Sachs Small Cap Growth Insights Fund Class R6 | Pro | Locked |
| GSAOX Goldman Sachs Small Cap Growth Insights Fund Cl A | Pro | Locked |
| GSCOX Goldman Sachs Small Cap Growth Insights Fund Cl C | Pro | Locked |
| GSIOX Goldman Sachs Small Cap Growth Insights Fund Inst Cl | Pro | Locked |
| GSROX Goldman Sachs Small Cap Growth Insights Fund Class R | Pro | Locked |
| GSTOX Goldman Sachs Small Cap Growth Insights Fund Investor Class | Pro | Locked |
| GSZPX Goldman Sachs Small Cap Growth Insights Fund Class P Shares | 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 |
| AFGGX Yorktown Growth Fund Class A | Pro | Locked |
| APGRX Yorktown Growth Fund Institutional Share Class | Pro | Locked |
| APITX Yorktown Growth Fund Class L | Pro | Locked |
| GCSAX Goldman Sachs Small Cap Equity Insights Fund Class A Shares | Pro | Locked |
| GCSIX Goldman Sachs Small Cap Equity Insights Fund Institutional Shares | Pro | Locked |
| GCSCX Goldman Sachs Small Cap Equity Insights Fund Class C Shares | Pro | Locked |
| GCSSX Goldman Sachs Small Cap Equity Insights Fund Service Shares | Pro | Locked |
| GCSUX Goldman Sachs Small Cap Equity Insights Fund Class R6 | Pro | Locked |
| GDSTX Goldman Sachs Small Cap Equity Insights Fund Investor Class | Pro | Locked |
| GDSRX Goldman Sachs Small Cap Equity Insights Fund Class R | Pro | Locked |
| GMAPX Goldman Sachs Small Cap Equity Insights Fund Class P Shares | Pro | Locked |
| GQSCX Glenmede Disciplined US Small Cap Equity Portfolio Advisor Class | Pro | Locked |
| GQSIX Glenmede Disciplined US Small Cap Equity Portfolio Institutional Class | Pro | Locked |
| SPSAX Sterling Capital Behavioral Small Cap Value Equity Fund Class A | Pro | Locked |
| SPSCX Sterling Capital Behavioral Small Cap Value Equity Fund Institutional Class | Pro | Locked |
| SPSDX Sterling Capital Behavioral Small Cap Value Equity Fund Class C | Pro | Locked |
| STRBX Sterling Capital Behavioral Small Cap Value Equity Fund Class R6 | Pro | Locked |
| USSCX Victory Science & Technology Fund Class Fund shares | Pro | Locked |
| USTCX Victory Science & Technology Fund Class A | Pro | Locked |
| ASMNX AQR Small Cap Momentum Style Fund Class N | Pro | Locked |
| ASMOX AQR Small Cap Momentum Style Fund Class I | Pro | Locked |
| QSMRX AQR Small Cap Momentum Style Fund Class R6 | Pro | Locked |
| MMEAX Victory Integrity Discovery Fund Class A | Pro | Locked |
| MMECX Victory Integrity Discovery Fund Class C | Pro | Locked |
| MMEYX Victory Integrity Discovery Fund Class Y | Pro | Locked |
| MMMMX Victory Integrity Discovery Fund Member 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 |
| SGPIX Small-Cap Growth ProFund | Pro | Locked |
| SGPSX Small-Cap Growth ProFund | Pro | Locked |
| AVCNX Avantis US Small Cap Value Fund Class G | Pro | Locked |
| AVUVX Avantis US Small Cap Value Fund Institutional Class | Pro | Locked |
| HSMBX Horizon Multi-Factor Small/Mid Cap Fund Advisor Class | Pro | Locked |
| HSMNX Horizon Multi-Factor Small/Mid Cap Fund Investor Class | Pro | Locked |
| HSMIX Horizon Multi-Factor Small/Mid Cap 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 |
| BOGIX SGI Small Cap Growth Fund Class I | Pro | Locked |
| CSGEX BlackRock Advantage Small Cap Growth Fund Investor A Class | Pro | Locked |
| IPSIX Voya Index Plus SmallCap Portfolio Initial | Pro | Locked |
| IPSSX Voya Index Plus SmallCap Portfolio Class S | Pro | Locked |
| PCSGX Pace Small/Med Company Growth Equity Investments Fund | Pro | Locked |
| PQUAX Pace Small/Med Company Growth Equity Investments Fund Class A | Pro | Locked |
| PSGIX BlackRock Advantage Small Cap Growth Fund Institutional Class | Pro | Locked |
| SSMAX SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A | Pro | Locked |
| BSGRX BlackRock Advantage Small Cap Growth Fund Class R | Pro | Locked |
| PSGKX BlackRock Advantage Small Cap Growth Fund Class K | Pro | Locked |
| QSERX AQR Small Cap Multi-Style Fund Class R6 | Pro | Locked |
| QSMLX AQR Small Cap Multi-Style Fund Class I | Pro | Locked |
| QSMNX AQR Small Cap Multi-Style Fund Class N | Pro | Locked |
| AVSBX Avantis US Small Cap Equity Fund Class G | Pro | Locked |
| AVSCX Avantis US Small Cap Equity Fund Institutional Class | Pro | Locked |
| FISVX Fidelity Small Cap Value Index Fund | Pro | Locked |
| GSATX Goldman Sachs Small Cap Value Insights Fund Cl A | Pro | Locked |
| GSCTX Goldman Sachs Small Cap Value Insights Fund Cl C | Pro | Locked |
| GSITX Goldman Sachs Small Cap Value Insights Fund Institutional Class | Pro | Locked |
| GSXPX Goldman Sachs Small Cap Value Insights Fund Class P Shares | Pro | Locked |
| GTTUX Goldman Sachs Small Cap Value Insights Fund Class R6 | Pro | Locked |
| GTTTX Goldman Sachs Small Cap Value Insights Fund Investor Class | Pro | Locked |
| GTTRX Goldman Sachs Small Cap Value Insights Fund Cl R | Pro | Locked |
| AGCHX Global Small Cap Fund Class C | Pro | Locked |
| AGCLX Global Small Cap Fund Class A | Pro | Locked |
| AGCSX Global Small Cap Fund Institutional Class | Pro | Locked |
| AGCTX Global Small Cap Fund Class R6 | Pro | Locked |
| AGCVX Global Small Cap Fund Investor Class | Pro | Locked |
| AGCWX Global Small Cap Fund Class R | Pro | Locked |
| CRSSX Catholic Responsible Investments Small-Mid Cap Equity 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 |
| 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 |
| FLFGX Meeder Global Allocation Fund Retail Class | Pro | Locked |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | Locked |
| GBPAX Meeder Global Allocation Fund Adviser Class | Pro | Locked |
| GBPIX Meeder Global Allocation Fund Institutional 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 |
| DFSCX DFA US Micro Cap 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 |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | 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 |
| NOSGX Northern Funds Small Cap Value Fund | Pro | Locked |
| NWHDX Nationwide Bailard Small Cap Value Fund Class A | Pro | Locked |
| NWHGX Nationwide Bailard Small Cap Value Fund Class R6 | Pro | Locked |
| NWHFX Nationwide Bailard Small Cap Value Fund Class M | Pro | Locked |
| NWHHX Nationwide Bailard Small Cap Value Fund Institutional Service 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 |
| 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 |
| VSMSX Vanguard S&P Small Cap 600 Index Fund Institutional | Pro | Locked |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | Locked |
| MASOX MoA Small Cap Equity Index Fund | 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 |
| VMNFX Vanguard Market Neutral Fund Investor Shs | Pro | Locked |
| VMNIX Vanguard Market Neutral Fund Insti Shs | Pro | Locked |
| VSEQX Vanguard Strategic Equity Fund Investor Class | Pro | Locked |
| VTMSX Vanguard Tax Managed Small Cap Fund Admiral Cl | Pro | Locked |
| VTSIX Vanguard Tax Managed Small Cap Fund Institutional Plus | Pro | Locked |
| DAABX DFA US Sustainability Targeted Value Portfolio | 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 |
| LONAX Longboard Alternative Growth Fund Class A | Pro | Locked |
| LONGX Longboard Alternative Growth Fund Class I | Pro | Locked |
| SECAX SEI Institutional Investments Trust - Small Cap II Fund Class A | Pro | Locked |
| SLPAX SEI Institutional Investment Trust - Small Cap Fund Class A | 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 |
| SCIII BlackRock Advantage SMID Cap V.I. Fund Class III | Pro | Locked |
| SMCPI BlackRock Advantage SMID Cap V.I. Fund Class I | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | 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 |
| 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 |
| 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 |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | 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 |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| FSSNX Fidelity 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 |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | Locked |
| VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares | Pro | Locked |
| VVICX Voya VACS Index Series SC Portfolio | Pro | Locked |
| QTSCIX Thrivent Small Cap Index Portfolio | 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 |
| FLRUX Meeder Conservative Allocation Fund Retail Class | Pro | Locked |
| IFAAX Meeder Conservative Allocation Fund Adviser Class | Pro | Locked |
| IFAIX Meeder Conservative Allocation Fund Institutional Class | Pro | Locked |
| PSVDX PGIM Quant Solutions Small-Cap Value Fund Class R2 | Pro | Locked |
| PSVKX PGIM Quant Solutions Small-Cap Value Fund Class R4 | Pro | Locked |
| RIFBX Russell US Small Cap Equity Fund | 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 |
| TASVX PGIM Quant Solutions Small-Cap Value Fund Class Z | Pro | Locked |
| TRACX PGIM Quant Solutions Small-Cap Value Fund Class C | Pro | Locked |
| TSVAX PGIM Quant Solutions Small-Cap Value Fund Class A | Pro | Locked |
| TSVRX PGIM Quant Solutions Small-Cap Value Fund Class R | Pro | Locked |
| TSVQX PGIM Quant Solutions Small-Cap Value Fund Class R6 | Pro | Locked |
| SAUMX SA US Small Company Fund | Pro | Locked |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | Locked |
| CFSLX Column Small Cap Fund | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| REBYX Russell US Small Cap Equity Fund Class Y | 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 |
| RYRHX Russell 2000 Fund Class H | Pro | Locked |
| RYRRX Russell 2000 Fund Class A | Pro | Locked |
| RYROX Russell 2000 Fund Class C | Pro | Locked |
| SLLAX SIMT Small Cap Fund Class F | Pro | Locked |
| SMYFX SIMT Small Cap Fund Class Y | 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 |
| AVUNX Avantis US Equity Fund Class G | Pro | Locked |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | Locked |
| DFVEX US Vector Equity Portfolio | Pro | Locked |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| OWSMX Old Westbury Small & Mid Cap Strategies Fund | Pro | Locked |
| QWVOX Clearwater Select Equity Fund | 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 |
| 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 |
| 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 |
| AAARX American Century Strategic Allocation Aggressive Fund R Class | Pro | Locked |
| AAAUX American Century Strategic Allocation Aggressive Fund R6 Class | Pro | Locked |
| AAAIX American Century Strategic Allocation Aggressive Fund I Class | Pro | Locked |
| ACVAX American Century Strategic Allocation Aggressive Fund A Class | Pro | Locked |
| ASAUX American Century Strategic Allocation Aggressive Fund R5 Class | Pro | Locked |
| ASTAX American Century Strategic Allocation Aggressive Fund C Class | Pro | Locked |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | Locked |
| DFQTX DFA US Core Equity 2 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 |
| JADMX John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav | Pro | Locked |
| JADPX John Hancock Variable Insurance Trust Small Opportunities Trust Series II | Pro | Locked |
| JADLX John Hancock Variable Insurance Trust Small Opportunities Trust Series I | Pro | Locked |
| PCSMX Principal SmallCap Growth Fund I Class R6 | Pro | Locked |
| PGRTX Principal SmallCap Growth Fund Institutional Class | 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 |
| 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 |
| TWSAX American Century Strategic Allocation Aggressive Fund Investor Class | Pro | Locked |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | Locked |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| AACGX American Century Strategic Allocation Conservative Fund R5 Class | Pro | Locked |
| AACDX American Century Strategic Allocation Conservative Fund R6 Class | Pro | Locked |
| AACCX American Century Strategic Allocation Conservative Fund C Class | Pro | Locked |
| AACRX American Century Strategic Allocation Conservative Fund Class R | Pro | Locked |
| ACCAX American Century Strategic Allocation Conservative Fund A Class | Pro | Locked |
| ACCIX American Century Strategic Allocation Conservative Fund Class I | Pro | Locked |
| ACOAX American Century Strategic Allocation Moderate Fund A Class | Pro | Locked |
| ASAMX American Century Strategic Allocation Moderate Fund I Class | Pro | Locked |
| ASMDX American Century Strategic Allocation Moderate Fund R6 Class | Pro | Locked |
| ASMRX American Century Strategic Allocation Moderate Fund R Class | Pro | Locked |
| ASMUX American Century Strategic Allocation Moderate Fund R5 Class | Pro | Locked |
| ASTCX American Century Strategic Allocation Moderate Fund C Class | Pro | Locked |
| DFFVX DFA US Targeted Value Portfolio | Pro | Locked |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | Locked |
| FCFMX Fidelity Series Total Market Index 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 |
| 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 |
| PBSIX Polen 5Perspectives Small Growth Fund Institutional Class | Pro | Locked |
| PBSRX Polen 5Perspectives Small Growth Fund Investor Class | Pro | Locked |
| PBSYX Polen 5Perspectives Small Growth Fund Class Y | 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 |
| SWTSX Schwab Total Stock Market 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 |
| 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 |
| TLSTX Nuveen Life Stock Index Fund | Pro | Locked |
| TWSCX American Century Strategic Allocation Conservative Fund Investor Class | Pro | Locked |
| TWSMX American Century Strategic Allocation Moderate Fund Investor Class | 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 |
| 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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