Mutual Funds Holding IVT
Mutual Funds Holding IVT
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Mutual Funds Holding IVT
Get exposure to IVT through 337 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 337 Mutual Funds with IVT
| Fund ↕ | Weight ↓ | |
|---|---|---|
| GWILX SMID Core Equity Portfolio | 4.77% | View |
| AIAGX Abrdn Real Estate Fund Class A | 1.83% | View |
| AIGYX Abrdn Real Estate Fund Institutional Class | 1.83% | View |
| CREAX Columbia Real Estate Equity Fund Class A | 1.82% | View |
| CREEX Columbia Real Estate Equity Fund Class I | 1.82% | View |
| CREHX Columbia Real Estate Equity Fund Class S | 1.82% | View |
| CREYX Columbia Real Estate Equity Fund Class I3 | 1.82% | View |
| CRRVX Columbia Real Estate Equity Fund Class I2 | 1.82% | View |
| IREIX Nomura Real Estate Securities Fund Class I | 1.80% | View |
| IRSAX Nomura Real Estate Securities Fund Class A | 1.80% | View |
| IRSEX Nomura Real Estate Securities Fund Class N | Pro | Locked |
| IRSRX Nomura Real Estate Securities Fund Class R | Pro | Locked |
| IRSYX Nomura Real Estate Securities Fund Class Y | Pro | Locked |
| IRSCX Nomura Real Estate Securities Fund Class C | Pro | Locked |
| SCREX Sterling Capital Real Estate Fund Class R6 | Pro | Locked |
| STMDX Sterling Capital Real Estate Fund Instl Class | Pro | Locked |
| STMMX Sterling Capital Real Estate Fund Class A | Pro | Locked |
| STMOX Sterling Capital Real Estate Fund Class C | Pro | Locked |
| JADBX John Hancock Variable Insurance Trust Real Estate Securities Trust Series I | Pro | Locked |
| JAJLX John Hancock Variable Insurance Trust Real Estate Securities Trust Series II | Pro | Locked |
| JAJMX John Hancock Variable Insurance Trust Real Estate Securities Trust Series Nav | Pro | Locked |
| JABGX John Hancock Real Estate Securities Fund Class I | Pro | Locked |
| JABIX John Hancock Real Estate Securities Fund Class R6 | Pro | Locked |
| JABFX John Hancock Real Estate Securities Fund Class C | Pro | Locked |
| JIREX John Hancock Real Estate Securities Fund Class 1 | Pro | Locked |
| JYEBX John Hancock Real Estate Securities Fund Class A | Pro | Locked |
| NBRFX Neuberger Berman Real Estate Fund Trust Class | Pro | Locked |
| NBRIX Neuberger Berman Real Estate Fund Insti Class | Pro | Locked |
| NREAX Neuberger Berman Real Estate Fund Class A | Pro | Locked |
| NREEX Neuberger Berman Real Estate Fund Class E | Pro | Locked |
| NRECX Neuberger Berman Real Estate Fund Class C | Pro | Locked |
| NRERX Neuberger Berman Real Estate Fund Class R3 | Pro | Locked |
| NRREX Neuberger Berman Real Estate Fund Class R6 | Pro | Locked |
| PFRSX Principal Real Estate Securities Fund Class R6 | Pro | Locked |
| PIREX Principal Real Estate Securities Fund Institutional Class | Pro | Locked |
| PRCEX Principal Real Estate Securities Fund Class C | Pro | Locked |
| PREJX Principal Real Estate Securities Fund Class J | Pro | Locked |
| PREPX Principal Real Estate Securities Fund Class R-5 | Pro | Locked |
| PRERX Principal Real Estate Securities Fund Class R-3 | Pro | Locked |
| PRRAX Principal Real Estate Securities Fund Class A | Pro | Locked |
| BAREX BlackRock Real Estate Securities Fund Investor A Shares | Pro | Locked |
| BCREX BlackRock Real Estate Securities Fund Investor C Shares | Pro | Locked |
| BIREX BlackRock Real Estate Securities Fund Institutional Shares | Pro | Locked |
| ICRPX VY Columbia Real Estate Portfolio Advisor Class | Pro | Locked |
| IVRIX VY Columbia Real Estate Portfolio Class I | Pro | Locked |
| IVRSX VY Columbia Real Estate Portfolio Class S | Pro | Locked |
| IVRTX VY Columbia Real Estate Portfolio Class S2 | Pro | Locked |
| GTCSX Glenmede Small Capitalization Equity Portfolio Advisor Shares | Pro | Locked |
| GTSCX Glenmede Small Capitalization Equity Portfolio Institutional 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 |
| TPDAX Timothy Plan Defensive Strategies Fund Class A | Pro | Locked |
| TPDCX Timothy Plan Defensive Strategies Fund Class C | Pro | Locked |
| TPDIX Timothy Plan Defensive Strategies Fund Class I | Pro | Locked |
| PLLAX Principal SmallCap Fund Class A | Pro | Locked |
| PSBJX Principal SmallCap Fund Class J | Pro | Locked |
| PSBMX Principal SmallCap Fund Class R-3 | Pro | Locked |
| PSBPX Principal SmallCap Fund Class R-5 | Pro | Locked |
| PSLIX Principal SmallCap Fund Institutional Class | Pro | Locked |
| PSMLX Principal SmallCap Fund Class R6 | Pro | Locked |
| FREEX Franklin Real Estate Securities Fund Class A | Pro | Locked |
| FRLAX Franklin Real Estate Securities Fund Advisor Class | Pro | Locked |
| FRRSX Franklin Real Estate Securities Fund Class C | Pro | Locked |
| FSERX Franklin Real Estate Securities Fund Class R6 | Pro | Locked |
| CLARX NYLIM CBRE Real Estate Fund Class A | Pro | Locked |
| CRARX NYLIM CBRE Real Estate Fund Class I | Pro | Locked |
| CRCRX NYLIM CBRE Real Estate Fund Class C | Pro | Locked |
| CRVRX NYLIM CBRE Real Estate Fund Investor Class | Pro | Locked |
| VREQX NYLIM CBRE Real Estate Fund Class R6 | 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 |
| 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 |
| VVSCX VALIC Company I Small Cap Value Fund | Pro | Locked |
| FRESX Fidelity Real Estate Investment Portfolio | Pro | Locked |
| FRVBX Fidelity Real Estate Investment Portfolio Class A | Pro | Locked |
| FRVDX Fidelity Real Estate Investment Portfolio Class M | Pro | Locked |
| FRVEX Fidelity Real Estate Investment Portfolio Class C | Pro | Locked |
| FRVHX Fidelity Real Estate Investment Portfolio Class I | Pro | Locked |
| FRVJX Fidelity Real Estate Investment Portfolio Class Z | Pro | Locked |
| FSRJX Fidelity SAI Real Estate Fund | Pro | Locked |
| TLEQX Nuveen Life Small Cap Equity Fund | 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 |
| QTRESX Thrivent Real Estate Securities Portfolio | Pro | Locked |
| PDARX Principal Diversified Real Asset Fund Class R6 | Pro | Locked |
| PDRDX Principal Diversified Real Asset Fund Institutional Class | Pro | Locked |
| PGDRX Principal Diversified Real Asset Fund Class R3 | Pro | Locked |
| PRDAX Principal Diversified Real Asset Fund Class A | Pro | Locked |
| RIFBX Russell US Small Cap Equity Fund | Pro | Locked |
| LONAX Longboard Alternative Growth Fund Class A | Pro | Locked |
| LONGX Longboard Alternative Growth Fund Class I | 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 |
| VSMVX Vanguard S&P Small Cap 600 Value Index Fund Institutional | Pro | Locked |
| SAREX SA Real Estate Securities Fund | Pro | Locked |
| GSCZX GuideStone Funds Small Cap Equity Fund Investor Class | Pro | Locked |
| GSCYX GuideStone Funds Small Cap Equity Fund Institutional Class | Pro | Locked |
| SVPSX Small-Cap Value ProFund | Pro | Locked |
| SVPIX Small-Cap Value ProFund | Pro | Locked |
| DFREX DFA Real Estate Securities Portfolio | Pro | Locked |
| FIKMX Fidelity Advisor Real Estate Income Fund Class Z | Pro | Locked |
| FRIFX Fidelity Advisor Real Estate Income Fund | Pro | Locked |
| FRINX Fidelity Advisor Real Estate Income Fund Class A | Pro | Locked |
| FRIOX Fidelity Advisor Real Estate Income Fund Class C | Pro | Locked |
| FRIQX Fidelity Advisor Real Estate Income Fund Class M | Pro | Locked |
| FRIRX Fidelity Advisor Real Estate Income Fund Class I | Pro | Locked |
| FISVX Fidelity Small Cap Value Index Fund | Pro | Locked |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | Locked |
| FESIX Fidelity SAI Real Estate Index Fund | Pro | Locked |
| FSRNX Fidelity Real Estate Index Fund | Pro | Locked |
| VRTPX Vanguard Real Estate II Index Fund Institutional Plus Class | 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 |
| DISIX BNY Mellon Smallcap Stock Index Fund Class I | Pro | Locked |
| DISSX BNY Mellon Smallcap Stock Index Fund Investor 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 |
| 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 |
| SMCIX S&P SmallCap Index Fund Investor Class | Pro | Locked |
| SMLKX S&P SmallCap Index Fund Class K | Pro | Locked |
| VSMSX Vanguard S&P Small Cap 600 Index Fund Institutional | Pro | Locked |
| QTSCIX Thrivent Small Cap Index Portfolio | Pro | Locked |
| CSPYX Columbia Small Cap Index Fund Institutional Class III | Pro | Locked |
| CXXRX Columbia Small Cap Index Fund Institutional II Class | Pro | Locked |
| NMSAX Columbia Small Cap Index Fund class A | Pro | Locked |
| NMSCX Columbia Small Cap Index Fund Institutional Class | Pro | Locked |
| VGSIX Vanguard Real Estate Index Fund Investor Shares | Pro | Locked |
| VGSLX Vanguard Real Estate Index Fund Admiral Shares | Pro | Locked |
| VGSNX Vanguard Real Estate Index Fund Institutional Shares | 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 |
| DFGEX DFA Global Real Estate Securities Portfolio | Pro | Locked |
| NGREX Northern Global Real Estate Index Fund | 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 |
| BARDX iShares Developed Real Estate Index Fund Class A | Pro | Locked |
| BIRDX iShares Developed Real Estate Index Fund Institutional Class | Pro | Locked |
| BKRDX iShares Developed Real Estate Index Fund Class K | Pro | Locked |
| NOSGX Northern Funds Small Cap Value Fund | Pro | Locked |
| TSMEX Nuveen Quant Small/Mid Cap Equity Fund Class A | Pro | Locked |
| TSMMX Nuveen Quant Small/Mid Cap Equity Fund Premier Class | Pro | Locked |
| TSMOX Nuveen Quant Small/Mid Cap Equity Fund Retirement Class | Pro | Locked |
| TSMNX Nuveen Quant Small/Mid Cap Equity Fund Class I | Pro | Locked |
| TSMUX Nuveen Quant Small/Mid Cap Equity Fund Class W | Pro | Locked |
| TSMWX Nuveen Quant Small/Mid Cap Equity Fund Class R6 | Pro | Locked |
| VTMSX Vanguard Tax Managed Small Cap Fund Admiral Cl | Pro | Locked |
| VTSIX Vanguard Tax Managed Small Cap Fund Institutional Plus | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | Pro | Locked |
| SFREX Schwab Fundamental Global Real Estate Index Fund | Pro | Locked |
| TISBX Nuveen Small Cap Blend Index Fund Class R6 | Pro | Locked |
| TRCSX T Rowe Price Small-Cap Index Fund Institutional Class | Pro | Locked |
| TRBIX Nuveen Small Cap Blend Index Fund Retirement Class | Pro | Locked |
| TRHBX Nuveen Small Cap Blend Index Fund Class I | 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 |
| 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 |
| 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 |
| NWXRX Nationwide Small Cap Index Fund Institutional Service Class | 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 |
| SGPIX Small-Cap Growth ProFund | Pro | Locked |
| SGPSX Small-Cap Growth ProFund | 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 |
| 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 |
| 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 |
| HCIGX HC Capital Trust - The Institutional US Equity Portfolio | Pro | Locked |
| SFSNX Schwab Fundamental US Small Company Index Fund | Pro | Locked |
| SLPIX Small-Cap ProFund | Pro | Locked |
| SLPSX 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 |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | Locked |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | Locked |
| WMMRX Wilmington Real Asset Fund Class A | Pro | Locked |
| WMRIX Wilmington Real Asset Fund Class I | Pro | Locked |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| RYRHX Russell 2000 Fund Class H | Pro | Locked |
| RYRRX Russell 2000 Fund Class A | Pro | Locked |
| RYROX Russell 2000 Fund Class C | Pro | Locked |
| VISGX Vanguard Morningstar Small-Cap Growth Index Fund Investor Class | Pro | Locked |
| VSEQX Vanguard Strategic Equity 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 |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | 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 |
| TNXAX 1290 Loomis Sayles Multi-Asset Income Fund Class A | Pro | Locked |
| TNVDX 1290 Loomis Sayles Multi-Asset Income Fund Class I | Pro | Locked |
| TNYRX 1290 Loomis Sayles Multi-Asset Income Fund Class R | Pro | Locked |
| USMIX Victory Extended Market Index Fund Class Fund shares | 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 |
| VISVX Vanguard Morningstar Small-Cap Value Index Fund Investor Class | 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 |
| VSIAX Vanguard Morningstar Small-Cap Value Index Fund Admiral Class | Pro | Locked |
| VSIIX Vanguard Morningstar Small-Cap Value Index Fund Institutional 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 |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | Locked |
| NCGFX New Covenant Growth 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 |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | Locked |
| AALGX Thrivent Global Stock Fund Class A | Pro | Locked |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | Locked |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | Locked |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | Locked |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | Locked |
| IILGX Thrivent Global Stock Fund Class S | Pro | Locked |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | Locked |
| PJARX Principal SmallCap Value Fund II Class R-3 | Pro | Locked |
| PLARX Principal SmallCap Value Fund II Class R-5 | Pro | Locked |
| PPVIX Principal SmallCap Value Fund Institutional Class | Pro | Locked |
| PSMJX Principal SmallCap Value Fund II Class J | Pro | Locked |
| PSMVX Principal SmallCap Value Fund II Class R6 | Pro | Locked |
| RTXAX Russell Tax-Managed Real Assets Fund Class A | Pro | Locked |
| RTXCX Russell Tax-Managed Real Assets Fund Class C | Pro | Locked |
| RTXSX Russell Tax-Managed Real Assets Fund Class S | Pro | Locked |
| RTXMX Russell Tax-Managed Real Assets Fund Class M | Pro | Locked |
| SEIAX SEI Institutional Investments Trust - Multi-Asset Real Return Fund Class A | 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 |
| TAAAX Thrivent Aggressive Allocation Fund Class A | Pro | Locked |
| TAAIX Thrivent Aggressive 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 |
| CZMSX Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class | Pro | Locked |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | Locked |
| FCFMX Fidelity Series Total Market Index Fund | Pro | Locked |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | Locked |
| FSKAX Fidelity Total Market Index Fund | Pro | Locked |
| FZROX Fidelity ZERO Total Market Index Fund | Pro | Locked |
| GARUX Goldman Sachs Absolute Return Tracker Fund Class R6 | Pro | Locked |
| GARTX Goldman Sachs Absolute Return Tracker Fund Class A | Pro | Locked |
| GCRTX Goldman Sachs Absolute Return Tracker Fund Class C | Pro | Locked |
| GJRTX Goldman Sachs Absolute Return Tracker Fund Class I | Pro | Locked |
| GRRTX Goldman Sachs Absolute Return Tracker Fund Class R | Pro | Locked |
| GSGPX Goldman Sachs Absolute Return Tracker Fund Class P | Pro | Locked |
| GSRTX Goldman Sachs Absolute Return Tracker Fund Investor Class | Pro | Locked |
| 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 |
| MRASX Cromwell CenterSquare Real Estate Fund Class I | Pro | Locked |
| MRESX Cromwell CenterSquare Real Estate Fund Investor Class | Pro | Locked |
| QCSTPX CREF Total Global Stock Account Class R2 | Pro | Locked |
| QCSTRX CREF Total Global Stock Account Class R1 | Pro | Locked |
| QCSTIX CREF Total Global Stock Account Class R3 | Pro | Locked |
| QCSTFX CREF Total Global Stock Account Class R4 | Pro | Locked |
| SIFAX SIMT Multi-Asset Inflation Managed Fund Class F | Pro | Locked |
| SLFYX SIMT Multi-Asset Inflation Managed Fund Class Y | Pro | Locked |
| SWTSX Schwab Total Stock Market Index Fund | Pro | Locked |
| TCAIX Thrivent Moderately Conservative Allocation Fund Class S | Pro | Locked |
| TCAAX Thrivent Moderately Conservative Allocation Fund Class A | Pro | Locked |
| TCEPX Nuveen Equity Index Fund Premier Class | Pro | Locked |
| TEIHX Nuveen Equity Index Fund Class I | Pro | Locked |
| TEQWX Nuveen Equity Index Fund Class W | Pro | Locked |
| THMAX Thrivent Moderate Allocation Fund Class A | Pro | Locked |
| TIEIX Nuveen Equity Index Fund Class R6 | Pro | Locked |
| TINRX Nuveen Equity Index Fund Class A | Pro | Locked |
| TIQRX Nuveen Equity Index Fund Retirement Class | Pro | Locked |
| TMAIX Thrivent Moderate Allocation Fund Class S | Pro | Locked |
| TLSTX Nuveen Life Stock Index Fund | Pro | Locked |
| VBAIX Vanguard Balanced Index Fund Institutional Plus | Pro | Locked |
| VBIAX Vanguard Balanced Index Fund admiral Class | Pro | Locked |
| VITNX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Class | Pro | Locked |
| VITPX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class | Pro | Locked |
| VRTTX Vanguard Russell 3000 Index Fund Institutional | Pro | Locked |
| VBINX Vanguard Balanced Index 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 |
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