Mutual Funds Holding LOAR
Mutual Funds Holding LOAR
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Mutual Funds Holding LOAR
Get exposure to Loar Holdings Inc. through 558 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 558 Mutual Funds with LOAR
| Fund ↕ | Weight ↓ | |
|---|---|---|
| BDFFX Baron Discovery Fund Retail Class | 3.52% | View |
| BDFIX Baron Discovery Fund Institutional Shares | 3.52% | View |
| BDFUX Baron Discovery Fund R6 Shs | 3.52% | View |
| WAUSX Wasatch US Select Fund Class Investor | 3.20% | View |
| WGUSX Wasatch US Select Fund Class Institutional | 3.20% | View |
| WAGSX Wasatch Global Select Fund Investor Class | 3.15% | View |
| WGGSX Wasatch Global Select Fund Institutional Class | 3.15% | View |
| OSTGX Osterweis Opportunity Fund | 3.04% | View |
| SPYGX Spyglass Growth Fund Institutional Class | 2.64% | View |
| WGROX Wasatch Core Growth Fund Investor Class | 2.54% | View |
| WIGRX Wasatch Core Growth Fund Institutional Class Shares | Pro | Locked |
| WAMCX Wasatch Ultra Growth Fund Investor Class | Pro | Locked |
| WGMCX Wasatch Ultra Growth Fund Institutional Class | Pro | Locked |
| WAAEX Wasatch Small Cap Growth Fund | Pro | Locked |
| WIAEX Wasatch Small Cap Growth Fund Instl Cl | Pro | Locked |
| GUSYX Grandeur Peak US Stalwarts Fund Institutional Class | Pro | Locked |
| WALSX Wasatch Long/Short Alpha Fund Investor Class Shares | Pro | Locked |
| WGLSX Wasatch Long/Short Alpha Fund Institutional Class Shares | Pro | Locked |
| APDSX Artisan Small Cap Fund Advisor Class | Pro | Locked |
| APHSX Artisan Small Cap Fund Institutional Shares | Pro | Locked |
| ARTSX Artisan Small Cap Fund Investor Class | Pro | Locked |
| DBMAX BNY Mellon Small/Mid Cap Growth Fund Class A | Pro | Locked |
| DBMCX BNY Mellon Small/Mid Cap Growth Fund Class C | Pro | Locked |
| DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | Pro | Locked |
| DBMZX BNY Mellon Small/Mid Cap Growth Fund Class Z | Pro | Locked |
| SDSCX BNY Mellon Small/Mid Cap Growth Fund Class I | Pro | Locked |
| BGAFX Baron Global Opportunity Fund Retail Class | Pro | Locked |
| BGAIX Baron Global Opportunity Fund Institutional Class | Pro | Locked |
| BGLUX Baron Global Opportunity Fund R6 Shs | Pro | Locked |
| FKALX Federated Hermes Kaufmann Small Cap Fund Class R6 | Pro | Locked |
| FKAIX Federated Hermes Kaufmann Small Cap Fund Institutional Class | Pro | Locked |
| FKASX Federated Hermes Kaufmann Small Cap Fund Class A | Pro | Locked |
| FKCSX Federated Hermes Kaufmann Small Cap Fund Class C | Pro | Locked |
| FKKSX Federated Hermes Kaufmann Small Cap Fund Class R | Pro | Locked |
| AGOZX Alger Small Cap Focus Fund Class Z | Pro | Locked |
| AOFAX Alger Small Cap Focus Fund Class A | Pro | Locked |
| AOFCX Alger Small Cap Focus Fund Class C | Pro | Locked |
| AOFIX Alger Small Cap Focus Fund Class I | Pro | Locked |
| AOFYX Alger Small Cap Focus Fund Class Y | Pro | Locked |
| ALMAX Alger Weatherbie Specialized Growth Fund Class A | Pro | Locked |
| ALMCX Alger Weatherbie Specialized Growth Fund Class C | Pro | Locked |
| ASIMX Alger Weatherbie Specialized Growth Fund Class I | Pro | Locked |
| ASMZX Alger Weatherbie Specialized Growth Fund Class Z | Pro | Locked |
| ASYMX Alger Weatherbie Specialized Growth Fund Class Y | Pro | Locked |
| BCSIX Brown Capital Management Small Company Fund Investor Class | Pro | Locked |
| BCSSX Brown Capital Management Small Company Fund Institutional Class | Pro | Locked |
| TCMSX Voya Small Cap Growth Fund Class I | Pro | Locked |
| VLNPX Voya Small Cap Growth Fund Class R6 | Pro | Locked |
| VWYFX Voya Small Cap Growth Fund Class A | Pro | Locked |
| VWYGX Voya Small Cap Growth Fund Class C | Pro | Locked |
| VWYIX Voya Small Cap Growth Fund Class R | Pro | Locked |
| VWYKX Voya Small Cap Growth Fund Class W | Pro | Locked |
| RPNCX Riverpark/Next Century Growth Fund Retail Class | Pro | Locked |
| RPNIX Riverpark/Next Century Growth Fund Institutional Class | Pro | Locked |
| IBCGX VY Baron Growth Portfolio S2 | Pro | Locked |
| IBGIX VY Baron Growth Portfolio Initial | Pro | Locked |
| IBSAX VY Baron Growth Portfolio Advisor Class | Pro | Locked |
| IBSSX VY Baron Growth Portfolio Class S | Pro | Locked |
| VYRBX VY Baron Growth Portfolio Class R6 | Pro | Locked |
| JSECX JPMorgan Small Cap Equity Fund Class C | Pro | Locked |
| JSEPX JPMorgan Small Cap Equity Fund Class R3 | Pro | Locked |
| JSEQX JPMorgan Small Cap Equity Fund Class R4 | Pro | Locked |
| JSERX JPMorgan Small Cap Equity Fund Class R5 | Pro | Locked |
| JSEZX JPMorgan Small Cap Equity Fund Class R2 | Pro | Locked |
| VSEAX JPMorgan Small Cap Equity Fund Class A | Pro | Locked |
| VSEIX JPMorgan Small Cap Equity Fund Class I | Pro | Locked |
| VSENX JPMorgan Small Cap Equity Fund Class R6 | Pro | Locked |
| ISCTX Voya SmallCap Opportunities Portfolio S2 | Pro | Locked |
| ISOPX Voya SmallCap Opportunities Portfolio Advisor Class | Pro | Locked |
| IVPOX Voya SmallCap Opportunities Portfolio Service | Pro | Locked |
| IVSOX Voya SmallCap Opportunities Portfolio Initial | Pro | Locked |
| VRSCX Voya SmallCap Opportunities Portfolio Class R6 | Pro | Locked |
| IRGFX Nomura Small Cap Growth Fund Class R6 | Pro | Locked |
| IYSIX Nomura Small Cap Growth Fund Class I | Pro | Locked |
| TRSSX T.Rowe Price Institutional Small-Cap Stock Fund | Pro | Locked |
| TSCIX AMG TimesSquare Small Cap Growth Fund- Class Z | Pro | Locked |
| TSCPX AMG TimesSquare Small Cap Growth Fund- Class N | Pro | Locked |
| TSQIX AMG TimesSquare Small Cap Growth Fund Class I | Pro | Locked |
| WRGCX Nomura Small Cap Growth Fund Class C | Pro | Locked |
| WSCYX Nomura Small Cap Growth Fund Class Y | Pro | Locked |
| WSGAX Nomura Small Cap Growth Fund Class A | Pro | Locked |
| WSGRX Nomura Small Cap Growth Fund Class R | 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 |
| TRZZX T. Rowe Price Small Cap Stock Fund, Inc Class Z | Pro | Locked |
| KAUAX Federated Hermes Kaufmann Fund Class A | Pro | Locked |
| KAUFX Federated Hermes Kaufmann Fund Class R | Pro | Locked |
| KAUCX Federated Hermes Kaufmann Fund Class C | Pro | Locked |
| KAUIX Federated Hermes Kaufmann Fund Institutional Class | Pro | Locked |
| WAGOX Wasatch Global Opportunities Fund | Pro | Locked |
| WIGOX Wasatch Global Opportunities Fund Instl Cl | Pro | Locked |
| ODMCX JPMorgan SMID Cap Equity Fund Class C | Pro | Locked |
| PECAX JPMorgan SMID Cap Equity Fund Class A | Pro | Locked |
| WOOPX JPMorgan SMID Cap Equity Fund Class I | Pro | Locked |
| WOOOX JPMorgan SMID Cap Equity Fund Class R3 | Pro | Locked |
| WOOSX JPMorgan SMID Cap Equity Fund Class R6 | Pro | Locked |
| NWHZX Nationwide Geneva Small Cap Growth Fund Class A | Pro | Locked |
| NWKCX Nationwide Geneva Small Cap Growth Fund Class R6 | Pro | Locked |
| NWKDX Nationwide Geneva Small Cap Growth Fund Institutional Service Class | Pro | Locked |
| BARAX Baron Asset Fund Retail Class | Pro | Locked |
| BARIX Baron Asset Fund Inst Shs | Pro | Locked |
| BARUX Baron Asset Fund R6 Shares | Pro | Locked |
| LSMIX Loomis Sayles Small/Mid Cap Growth Fund Institutional Class | Pro | Locked |
| LSMNX Loomis Sayles Small/Mid Cap Growth Fund Class N | Pro | Locked |
| GSADX Goldman Sachs Small Cap Growth Fund Class P | Pro | Locked |
| GSAJX Goldman Sachs Small Cap Growth Fund Institutional Shares | Pro | Locked |
| GSBAX Goldman Sachs Small Cap Growth Fund Class C | Pro | Locked |
| GSBEX Goldman Sachs Small Cap Growth Fund Class R6 | Pro | Locked |
| GSBDX Goldman Sachs Small Cap Growth Fund Class A | Pro | Locked |
| GSAHX Goldman Sachs Small Cap Growth Fund Investor Shares | Pro | Locked |
| AGSCX Alger Small Cap Growth Fund Class C | Pro | Locked |
| ALSAX Alger Small Cap Growth Fund Class A | Pro | Locked |
| ALSCX Alger Small Cap Growth Fund Class B | Pro | Locked |
| ASCYX Alger Small Cap Growth Fund Class Y | Pro | Locked |
| ASCZX Alger Small Cap Growth Fund Class Z | Pro | Locked |
| GSMAX Goldman Sachs Small/Mid-Cap Growth Fund Class A | Pro | Locked |
| GSMQX Goldman Sachs Small/Mid-Cap Growth Fund Service Class | Pro | Locked |
| GSMGX Goldman Sachs Small/Mid-Cap Growth Fund Class C | Pro | Locked |
| GSMYX Goldman Sachs Small/Mid-Cap Growth Fund Inst Cl | Pro | Locked |
| GSWPX Goldman Sachs Small/Mid-Cap Growth Fund Class P | Pro | Locked |
| GTMRX Goldman Sachs Small/Mid-Cap Growth Fund Class R | Pro | Locked |
| GTMUX Goldman Sachs Small/Mid-Cap Growth Fund Class R6 | Pro | Locked |
| GTMTX Goldman Sachs Small/Mid-Cap Growth Fund Investor Class | Pro | Locked |
| HRSCX Carillon Eagle Small Cap Growth Fund Class A | Pro | Locked |
| HSCCX Carillon Eagle Small Cap Growth Fund Class C | Pro | Locked |
| HSIIX Carillon Eagle Small Cap Growth Fund Class I | Pro | Locked |
| HSRUX Carillon Eagle Small Cap Growth Fund Class R-6 | Pro | Locked |
| MISCX BNY Mellon Small Cap Multi-Strategy Fund Investor Shares | Pro | Locked |
| MPSSX BNY Mellon Small Cap Multi-Strategy Fund Class M Shares | Pro | Locked |
| AASOX Alger Small Cap Growth Portfolio Class I2 | Pro | Locked |
| AISZX Alger Small Cap Growth Institutional Fund Class Z-2 | Pro | Locked |
| ALSRX Alger Small Cap Growth Institutional Fund Class I | Pro | Locked |
| ASIRX Alger Small Cap Growth Institutional Fund Class R | Pro | Locked |
| TMDIX AMG TimesSquare Mid Cap Growth Fund- Class Z | Pro | Locked |
| TMDPX AMG TimesSquare Mid Cap Growth Fund- Class N | Pro | Locked |
| TQMIX AMG TimesSquare Mid Cap Growth Fund Class I | Pro | Locked |
| DLBMX MassMutual Small Cap Opportunities Fund Class A | Pro | Locked |
| MCCRX MassMutual Small Cap Opportunities Fund Class R3 | Pro | Locked |
| MMOGX MassMutual Small Cap Opportunities Fund Class Y | Pro | Locked |
| MOORX MassMutual Small Cap Opportunities Fund Class R4 | Pro | Locked |
| MSCDX MassMutual Small Cap Opportunities Fund Class R5 | Pro | Locked |
| MSCLX MassMutual Small Cap Opportunities Fund Administrative Class | Pro | Locked |
| MSOOX MassMutual Small Cap Opportunities Fund Class I | Pro | Locked |
| MSVYX MassMutual Small Cap Opportunities Fund Service Class | Pro | Locked |
| JANVX Janus Henderson Venture Fund Class D | Pro | Locked |
| JAVTX Janus Henderson Venture Fund Class T | Pro | Locked |
| JVTCX Janus Henderson Venture Fund Class C | Pro | Locked |
| JVTAX Janus Henderson Venture Fund Class A | Pro | Locked |
| JVTSX Janus Henderson Venture Fund Class S | Pro | Locked |
| JVTNX Janus Henderson Venture Fund Class N | Pro | Locked |
| JVTIX Janus Henderson Venture Fund Class I | Pro | Locked |
| JAGQX John Hancock Variable Insurance Trust Small Stock Trust Series II | Pro | Locked |
| JAGPX John Hancock Variable Insurance Trust Small Stock Trust Series Nav | Pro | Locked |
| JESGX John Hancock Variable Insurance Trust Small Stock Trust Series I | Pro | Locked |
| HDMBX Hartford Small Company HLS Fund Class IB | Pro | Locked |
| HIASX Hartford Small Company HLS Fund Class IA | 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 |
| HSCYX The Hartford Small Company Fund Class Y | Pro | Locked |
| HSMCX The Hartford Small Company Fund Class C | Pro | Locked |
| IHSAX The Hartford Small Company Fund Class A | Pro | Locked |
| IHSFX The Hartford Small Company Fund Class F | Pro | Locked |
| IHSIX The Hartford Small Company Fund Class I | Pro | Locked |
| IHSRX The Hartford Small Company Fund Class R3 | Pro | Locked |
| IHSVX The Hartford Small Company Fund Class R6 | Pro | Locked |
| IHSUX The Hartford Small Company Fund Class R5 | Pro | Locked |
| IHSSX The Hartford Small Company Fund Class R4 | 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 |
| HBSGX Hartford Small Cap Growth HLS Fund Class IB | Pro | Locked |
| HISCX Hartford Small Cap Growth HLS Fund Class IA | Pro | Locked |
| HSLAX The Hartford Small Cap Growth Fund Class A | Pro | Locked |
| HSLCX The Hartford Small Cap Growth Fund Class C | Pro | Locked |
| HSLFX The Hartford Small Cap Growth Fund Class F | Pro | Locked |
| HSLRX The Hartford Small Cap Growth Fund Class R3 | Pro | Locked |
| HSLIX The Hartford Small Cap Growth Fund Class I | Pro | Locked |
| HSLSX The Hartford Small Cap Growth Fund Class R4 | Pro | Locked |
| HSLYX The Hartford Small Cap Growth Fund Class Y | Pro | Locked |
| HSLTX The Hartford Small Cap Growth Fund Class R5 | Pro | Locked |
| HSLVX The Hartford Small Cap Growth Fund Class R6 | 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 |
| VBCVX VALIC Company I Systematic Value Fund | Pro | Locked |
| CMDDX American Funds US Small & Mid Cap Equity Fund Class 529-A | Pro | Locked |
| CMDHX American Funds US Small & Mid Cap Equity Fund Class 529-C | Pro | Locked |
| CMDJX American Funds US Small & Mid Cap Equity Fund Class 529-E | Pro | Locked |
| CMDLX American Funds US Small & Mid Cap Equity Fund Class 529-F-1 | Pro | Locked |
| CMDNX American Funds US Small & Mid Cap Equity Fund Class 529-F-2 | Pro | Locked |
| CMDOX American Funds US Small & Mid Cap Equity Fund Class 529-F-3 | Pro | Locked |
| PRJIX T. Rowe Price New Horizons Fund Class I | Pro | Locked |
| PRNHX T. Rowe Price New Horizons Fund Investor Class | Pro | Locked |
| RMDDX American Funds US Small & Mid Cap Equity Fund Class R1 | Pro | Locked |
| RMDGX American Funds US Small & Mid Cap Equity Fund Class R2E | Pro | Locked |
| RMDEX American Funds US Small & Mid Cap Equity Fund Class R2 | Pro | Locked |
| RMDHX American Funds US Small & Mid Cap Equity Fund Class R3 | Pro | Locked |
| RMDJX American Funds US Small & Mid Cap Equity Fund Class R4 | Pro | Locked |
| RMDLX American Funds US Small & Mid Cap Equity Fund Class R5 | Pro | Locked |
| RMDKX American Funds US Small & Mid Cap Equity Fund Class R5E | Pro | Locked |
| RMDMX American Funds US Small & Mid Cap Equity Fund Class R6 | Pro | Locked |
| SMDEX American Funds US Small & Mid Cap Equity Fund Class A | Pro | Locked |
| SMDGX American Funds US Small & Mid Cap Equity Fund Class C | Pro | Locked |
| SMDJX American Funds US Small & Mid Cap Equity Fund Class F1 | Pro | Locked |
| SMDKX American Funds US Small & Mid Cap Equity Fund Class F2 | Pro | Locked |
| SMDNX American Funds US Small & Mid Cap Equity Fund Class F3 | Pro | Locked |
| TRUZX T. Rowe Price New Horizons 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 |
| FSLCX Fidelity Small Cap Stock Fund | Pro | Locked |
| FKICX Fidelity Small Cap Stock K6 Fund | Pro | Locked |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | 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 |
| VYRIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6 | Pro | Locked |
| ADOCX Alger Dynamic Opportunities Fund Class C | Pro | Locked |
| ADOZX Alger Dynamic Opportunities Fund Class Z | 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 |
| SPEDX Alger Dynamic Opportunities Fund Class A | Pro | Locked |
| AFIFX American Funds Fundamental Investors Class F-1 | Pro | Locked |
| AFICX American Funds Fundamental Investors Class C | Pro | Locked |
| ANCFX American Funds Fundamental Investors Class A | Pro | Locked |
| CFNAX American Funds Fundamental Investors Class 529-A | Pro | Locked |
| CFNCX American Funds Fundamental Investors Class 529-C | Pro | Locked |
| CFNEX American Funds Fundamental Investors Class 529-E | Pro | Locked |
| CFNFX American Funds Fundamental Investors Class 529-F-1 | Pro | Locked |
| CSPCX SMALLCAP World Fund Class 529-C | Pro | Locked |
| CSPEX SMALLCAP World Fund Class 529-E | Pro | Locked |
| CSPAX SMALLCAP World Fund Class 529-A | Pro | Locked |
| CSPFX SMALLCAP World Fund Class 529-F1 | Pro | Locked |
| FEEFX American Funds Fundamental Investors Class 529-F3 | Pro | Locked |
| FFXFX American Funds Fundamental Investors Class 529-F2 | Pro | Locked |
| FINFX American Funds Fundamental Investors Class F-2 | Pro | Locked |
| FSFWX SMALLCAP World Fund Class 529-F-3 | Pro | Locked |
| FSWFX SMALLCAP World Fund Class 529-F-2 | Pro | Locked |
| FUNFX American Funds Fundamental Investors Class F-3 | Pro | Locked |
| MMGEX MassMutual Small Cap Growth Equity Fund Class A | Pro | Locked |
| MMNJX MassMutual Small Cap Growth Equity Fund Class Y | Pro | Locked |
| MSCGX Mercer US Small/Mid Cap Equity Fund Class Y3 | Pro | Locked |
| MSCQX Mercer US Small/Mid Cap Equity Fund Class I | 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 |
| RFEBX American Funds Fundamental Investors Class R-2E | Pro | Locked |
| RFNCX American Funds Fundamental Investors Class R-3 | Pro | Locked |
| RFNBX American Funds Fundamental Investors Class R-2 | Pro | Locked |
| RFNAX American Funds Fundamental Investors Class R-1 | Pro | Locked |
| RFNEX American Funds Fundamental Investors Class R-4 | Pro | Locked |
| RFNFX American Funds Fundamental Investors Class R-5 | Pro | Locked |
| RFNGX American Funds Fundamental Investors Class R-6 | Pro | Locked |
| RFNHX American Funds Fundamental Investors Class R-5E | Pro | Locked |
| RLLGX SMALLCAP World Fund Class R6 | Pro | Locked |
| RSEBX SMALLCAP World Fund Class R-2E | Pro | Locked |
| RSLAX SMALLCAP World Fund Inc Class R-1 Shares | Pro | Locked |
| RSLCX SMALLCAP World Fund Inc Class R-3 Shares | Pro | Locked |
| RSLBX SMALLCAP World Fund Inc Class R-2 Shares | Pro | Locked |
| RSLFX SMALLCAP World Fund Inc Class R-5 Shares | Pro | Locked |
| RSLEX SMALLCAP World Fund Inc Class R-4 Shares | Pro | Locked |
| RSLDX SMALLCAP World Fund Class R5E | Pro | Locked |
| SCWFX SMALLCAP World Fund Class F1 | Pro | Locked |
| SCWCX SMALLCAP World Fund Class C | Pro | Locked |
| SFCWX SMALLCAP World Fund Class F3 | Pro | Locked |
| SMCFX SMALLCAP World Fund Class F2 | Pro | Locked |
| SMCWX SMALLCAP World Fund Class A | Pro | Locked |
| MSTQX Morningstar US Equity Fund Institutional Class | Pro | Locked |
| VISGX Vanguard Morningstar Small-Cap Growth Index 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 |
| DSCGX DFA - US Small Cap Growth Portfolio | Pro | Locked |
| FTRNX Fidelity Trend Fund | 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 |
| MMSCX Praxis Small Cap Index Fund Class A | Pro | Locked |
| MMSIX Praxis Small Cap Index Fund Class I | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | 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 |
| USMIX Victory Extended Market Index Fund Class Fund shares | Pro | Locked |
| FAEQX First American Multi-Manager Domestic Equity Fund Class Institutional | Pro | Locked |
| QAAGRX T. Rowe Price Moderate Allocation Portfolio | Pro | Locked |
| TRMNX T Rowe Price Mid-Cap Index Fund | Pro | Locked |
| TRMSX T Rowe Price Mid-Cap Index Fund Institutional Class | Pro | Locked |
| TRSZX T Rowe Price Mid-Cap Index Fund Class Z | Pro | Locked |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor 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 |
| 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 |
| ANWPX New Perspective Fund Class A | Pro | Locked |
| ANWFX New Perspective Fund Class F-2 | 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 |
| FNFPX New Perspective Fund Class 529-F-3 | Pro | Locked |
| FNPFX New Perspective Fund Class F-3 | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| JDVAX JPMorgan Diversified Fund Class A | Pro | Locked |
| JDVCX JPMorgan Diversified Fund Class C | Pro | Locked |
| JDVSX JPMorgan Diversified Fund Class I | Pro | Locked |
| JDVZX JPMorgan Diversified Fund Class R6 | Pro | Locked |
| JPDVX JPMorgan Diversified Fund Class L | Pro | Locked |
| NPFCX New Perspective Fund Class C | Pro | Locked |
| NPFFX New Perspective Fund Class F-1 | 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 |
| TPPAX T. Rowe Price Spectrum Moderate Allocation Fund Class I | Pro | Locked |
| TRPBX T. Rowe Price Spectrum Moderate Allocation Fund Investor Class | Pro | Locked |
| VINAX Vanguard Industrials Index Fund Admiral Shares | Pro | Locked |
| AGTHX The Growth Fund of America Class A | Pro | Locked |
| CGFCX The Growth Fund of America Class 529-C | Pro | Locked |
| CGFAX The Growth Fund of America Class 529-A | Pro | Locked |
| CGFEX The Growth Fund of America Class 529-E | Pro | Locked |
| CGFFX The Growth Fund of America Class 529-F-1 | Pro | Locked |
| FAFGX The Growth Fund of America Class 529-F-2 | Pro | Locked |
| FFAFX The Growth Fund of America Class 529-F-3 | Pro | Locked |
| FIMVX Fidelity Mid Cap Value Index Fund | Pro | Locked |
| FSMDX Fidelity Mid Cap Index Fund | Pro | Locked |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| GAFFX The Growth Fund of America Class F-3 | Pro | Locked |
| GFACX The Growth Fund of America Class C | Pro | Locked |
| GFAFX The Growth Fund of America Class F-1 | Pro | Locked |
| GFFFX The Growth Fund of America Class F-2 | Pro | Locked |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | Locked |
| RGABX The Growth Fund of America Class R-2 | Pro | Locked |
| RGAEX The Growth Fund of America Class R-4 | Pro | Locked |
| RGACX The Growth Fund of America Class R-3 | Pro | Locked |
| RGAAX The Growth Fund of America Class R-1 | Pro | Locked |
| RGAFX The Growth Fund of America Class R-5 | Pro | Locked |
| RGAHX The Growth Fund of America Class R-5E | Pro | Locked |
| RGAGX The Growth Fund of America Class R-6 | Pro | Locked |
| RGEBX The Growth Fund of America Class R-2E | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| NCGFX New Covenant Growth Fund | Pro | Locked |
| PPIPX T. Rowe Price Spectrum Conservative Allocation Fund Class I | Pro | Locked |
| PRSIX T. Rowe Price Spectrum Conservative Allocation Fund Investor Class | Pro | Locked |
| SWMCX Schwab US Mid-Cap Index Fund | Pro | Locked |
| VVIMX Voya VACS Index Series MC Portfolio | Pro | Locked |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| VEFVX Venerable Mid Cap Index Fund Class V | Pro | Locked |
| CISIX Calvert US Large Cap Core Responsible Index Fund Class I | Pro | Locked |
| CSXAX Calvert US Large Cap Core Responsible Index Fund Class A | Pro | Locked |
| CSXRX Calvert US Large Cap Core Responsible Index Fund Class R6 | Pro | Locked |
| CSXCX Calvert US Large Cap Core Responsible Index Fund Class C | Pro | Locked |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | Locked |
| FAGKX Fidelity Growth Strategies Fund Class K | Pro | Locked |
| FCYIX Fidelity Select Industrials | Pro | Locked |
| FDEGX Fidelity Growth Strategies Fund | Pro | Locked |
| FGSFX Fidelity Growth Strategies Fund Class A | Pro | Locked |
| FGSGX Fidelity Growth Strategies Fund Class M | Pro | Locked |
| FGSHX Fidelity Growth Strategies Fund Class C | Pro | Locked |
| FGSJX Fidelity Growth Strategies Fund Class I | Pro | Locked |
| FGSLX Fidelity Growth Strategies Fund Class Z | Pro | Locked |
| FINSX Fidelity Advisor New Insights Fund Class I | Pro | Locked |
| FIOOX Fidelity Series Large Cap Value Index Fund | Pro | Locked |
| FLCOX Fidelity Large Cap Value Index Fund | Pro | Locked |
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