John Hancock Funds II Fundamental All Cap Core Fund Class C

Torray Fund

Principal MidCap Fund Class A

Principal MidCap Fund Class C

Principal MidCap Fund Class R-3

John Hancock Variable Insurance Trust Fundamental All Core Trust Series Nav

John Hancock Variable Insurance Trust Fundamental All Core Trust Series II

Brown Advisory Flexible Equity Fund Advisor Shs

John Hancock Fundamental Large Cap Core Fund Class C

John Hancock Fundamental Large Cap Core Fund Class NAV

John Hancock Fundamental Large Cap Core Fund Class R2

John Hancock Fundamental Large Cap Core Fund Class I

Victory Investment Grade Convertible Fund Class A

Victory Investment Grade Convertible Fund I Shares

Transamerica Mid Cap Growth Fund Cl A Shs

Transamerica Mid Cap Growth Fund Class R6

Transamerica Mid Cap Growth Fund Class R

The Gabelli Small Cap Growth Fund

The Gabelli Small Cap Growth Fund

Lord Abbett Focused Large Cap Value Fund

Lord Abbett Focused Large Cap Value Fund Class F

Lord Abbett Focused Large Cap Value Fund

Lord Abbett Focused Large Cap Value Fund Class R3

Lord Abbett Focused Large Cap Value Fund R6

Baron Fifth Avenue Growth Fund Retail Class

Baron Fifth Avenue Growth Fund R6 Shares

Ariel Appreciation Fund Investor Cl

Principal Equity Income Fund Class J

Principal Equity Income Fund Class R-3

Principal Equity Income Fund Class A

John Hancock Fundamental Equity Income Fund Class C

Brown Advisory Sustainable Growth Fund Institutional Class

Brown Advisory Sustainable Growth Fund Investor Class

John Hancock Variable Insurance Trust Fundamental Large Value Trust Series II

John Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series I

RiverPark Large Growth Fund Institutional Class

Principal Blue Chip Fund Institutional

Principal Blue Chip Fund Class A

Principal Blue Chip Fund Class R5

RiverPark Long/Short Opportunity Fund Retail Class

North Star Opportunity Fund Class I

AMG River Road Large Cap Value Select Fund Class N

North Country Large Cap Equity Fund

William Blair Mid Cap Value Fund Class I

The Hartford Growth Opportunities Fund Class I

The Hartford Growth Opportunities Fund Class R5

The Hartford Growth Opportunities Fund Class R6

The Hartford Growth Opportunities Fund Class R3

Vanguard Advice Select Global Value Fund Class Admiral

Nuveen Large Cap Value Opportunities Fund Class C

PGIM Jennison Financial Services Fund Class A

PGIM Jennison Financial Services Fund Class Z

PGIM Jennison Financial Services Fund Class C

Franklin Convertible Securities Fund Class Advisor

Franklin Convertible Securities Fund Class C

Rational/Pier 88 Convertible Securities Fund Class A

The Gabelli Global Growth Fund Class C

The Gabelli Global Growth Fund Class A

Putnam Sustainable Future Fund Class C

Putnam Sustainable Future Fund Class R

Invesco Convertible Securities Fund Class C

Invesco Convertible Securities Fund Class Y

Invesco Convertible Securities Fund Class R6

TETON Westwood Equity Fund Class I

TETON Westwood Equity Fund Class AAA

The Gabelli Growth Fund Class A

The Gabelli Growth Fund Class I

T. Rowe Price Financial Services Fund Class I

Putnam Sustainable Leaders Fund Class A

Putnam Sustainable Leaders Fund Class Y

Brown Advisory Sustainable Value Fund Class Investor

Vanguard Windsor Fund Admiral Shares

VY Invesco Growth and Income Portfolio Initial Class

VY Invesco Growth and Income Portfolio S2

MFS Value Fund Class C

MFS Value Fund Class R3

MFS Value Fund Class R4

MFS Value Fund Class B

Invesco Growth and Income Fund Class A

Invesco Growth and Income Fund Class R

Invesco Growth and Income Fund Class R5

VY T. Rowe Price Capital Appreciation Portfolio Service

VY T. Rowe Price Capital Appreciation Portfolio Initial

VY T. Rowe Price Capital Appreciation Portfolio Class R6

Putnam Convertible Securities Fund Class A

John Hancock Mid Cap Growth Fund Class I

John Hancock Mid Cap Growth Fund Class A

John Hancock Mid Cap Growth Fund Class NAV

John Hancock Variable Insurance Trust Mid Growth Trust Series Nav

Calamos Global Convertible Fund Class A

Calamos Global Convertible Fund Class I

Gabelli ABC Fund Class I

ClearBridge Tactical Dividend Income Fund Class I

ClearBridge Tactical Dividend Income Fund CLass C

Hartford Capital Appreciation HLS Fund Class IA

TETON Westwood Balanced Fund Class C

TETON Westwood Balanced Fund Class AAA

Invesco Global Core Equity Fund Class A

Invesco Global Core Equity Fund Class R

Invesco Global Core Equity Fund Class R5

Rydex Financial Services Fund Investor Class

Rydex Financial Services Fund Class A

Columbia Flexible Capital Income Fund Class A

Columbia Flexible Capital Income Fund Class S

Columbia Flexible Capital Income Fund Class I2

Financials UltraSector ProFund Investor

Yorktown Growth Fund Institutional Share Class

MFS Growth Fund Class R2

MFS Growth Fund Class C

MFS Growth Fund Class I

MFS Growth Fund Class R6

MFS Growth Fund Class A

Goldman Sachs Equity Income Fund Class R

Goldman Sachs Equity Income Fund Class R6

Goldman Sachs Equity Income Fund Class A Shares

Goldman Sachs Equity Income Fund Institutional Shares

Hartford Balanced HLS Fund Class IB

Neuberger Large Cap Growth Fund Advisor Class

Neuberger Large Cap Growth Fund Class A

Neuberger Large Cap Growth Fund Class R3

Neuberger Large Cap Growth Fund Investor Class

Calamos Convertible Fund Class C

Fidelity Advisor Large Cap Fund Class A

Fidelity Advisor Large Cap Fund Class I

Fidelity Advisor Large Cap Fund Class C

Fidelity Series Large Cap Stock Fund

Fidelity Advisor Capital Development Fund Class I

Fidelity Advisor Capital Development Fund Class M

Harbor Ares Systematic Convertible Securities Fund Institutional Class

Harbor Ares Systematic Convertible Securities Fund Retirement Class

Harbor Ares Systematic Convertible Securities Fund Administrative Class

VY Invesco Equity and Income Portfolio Advisor Class

VY Invesco Equity and Income Portfolio Class S

Fidelity Leveraged Company Stock Fund Class K

Fidelity Leveraged Company Stock Fund Class M

Fidelity Leveraged Company Stock Fund Class I

Fidelity Leveraged Company Stock Fund

Federated Hermes MDT Market Neutral Fund Class IS

Transamerica US Growth Fund Class C

Transamerica US Growth Fund Class I

DWS Core Equity Fund Class S

DWS Core Equity Fund Class C

DWS Core Equity Fund Class R6

AQR LSE Fusion Fund Class N

Hartford Core Equity Fund Class A

Hartford Core Equity Fund Class C

Hartford Core Equity Fund Class I

Hartford Core Equity Fund Class R5

Hartford Core Equity Fund Class R3

T. Rowe Price Global Value Equity Fund Investor Class

NYLI Winslow Large Cap Growth Fund Class A

NYLI Winslow Large Cap Growth Fund Class C

NYLI Winslow Large Cap Growth Fund Investor Class

NYLI Winslow Large Cap Growth Fund Simple Class

NYLI Winslow Large Cap Growth Fund Class R2

American Beacon SSI Alternative Income Fund Class Y

The Growth Fund of America Class A

The Growth Fund of America Class 529-A

The Growth Fund of America Class 529-F-1

DWS Enhanced Core Equity Fund Class I

DWS Enhanced Core Equity Fund Class R

DWS Enhanced Core Equity Fund Class R6

The Growth Fund of America Class 529-F-3

Fidelity Mega Cap Stock Fund

Fidelity Mega Cap Stock Fund Class M

Fidelity Mega Cap Stock Fund Class Z

The Growth Fund of America Class C

The Growth Fund of America Class F-2

Optimum Large Cap Value Fund Class C

The Growth Fund of America Class R-2

The Growth Fund of America Class R-3

The Growth Fund of America Class R-5

The Growth Fund of America Class R-6

Fidelity Large Cap Stock Fund Class I

Fidelity Large Cap Stock Fund Class M

Fidelity Large Cap Stock Fund Class Z

Invesco Equity and Income Fund Class A

Invesco Equity and Income Fund Class C

Invesco Equity and Income Fund Class Y