Mutual Funds Holding SCSC
Mutual Funds Holding SCSC
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Mutual Funds Holding SCSC
Get exposure to ScanSource Inc. through 371 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 371 Mutual Funds with SCSC
| Fund ↕ | Weight ↓ | |
|---|---|---|
| JMCRX James Micro Cap Fund | 2.06% | View |
| HTCIX Hennessy Technology Fund Institutional Class | 1.78% | View |
| HTECX Hennessy Technology Fund Investor Class | 1.78% | View |
| WICVX Wasatch Small Cap Value Fund Institutional Class Shares | 1.71% | View |
| WMCVX Wasatch Small Cap Value Fund Investor Class | 1.71% | View |
| PZISX Pzena Small Cap Value Fund Institutional Class | 1.60% | View |
| PZVSX Pzena Small Cap Value Fund Investor Class | 1.60% | View |
| WALSX Wasatch Long/Short Alpha Fund Investor Class Shares | 1.11% | View |
| WGLSX Wasatch Long/Short Alpha Fund Institutional Class Shares | 1.11% | View |
| RYAZX S&P SmallCap 600 Pure Value Fund Class H | 0.89% | View |
| RYSVX S&P SmallCap 600 Pure Value Fund Class A | Pro | Locked |
| RYYCX S&P SmallCap 600 Pure Value Fund Class C | Pro | Locked |
| BRSVX Bridgeway Small Cap Value Fund Class N | Pro | Locked |
| JDSCX JPMorgan Small Cap Blend Fund Class I | Pro | Locked |
| JSCHX JPMorgan Small Cap Blend Fund Class R6 | Pro | Locked |
| VSCCX JPMorgan Small Cap Blend Fund Class C | Pro | Locked |
| VSCOX JPMorgan Small Cap Blend Fund Class A | 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 |
| 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 |
| BOGIX SGI Small Cap Growth Fund Class I | Pro | Locked |
| AFDZX Applied Finance Explorer Fund Institutional Shares | Pro | Locked |
| AFDVX Applied Finance Explorer Fund Investor Shares | Pro | Locked |
| HWVIX Hotchkis & Wiley Small Cap Diversified Value Fund Class I | Pro | Locked |
| HWVAX Hotchkis & Wiley Small Cap Diversified Value Fund Class A | Pro | Locked |
| HWVZX Hotchkis & Wiley Small Cap Diversified Value Fund Class Z | Pro | Locked |
| LSVQX LSV Small Cap Value Fund | Pro | Locked |
| LVAQX LSV Small Cap Value Fund Investor Class | Pro | Locked |
| BOSVX Bridgeway Omni Small Cap Value Fund | Pro | Locked |
| IPSIX Voya Index Plus SmallCap Portfolio Initial | Pro | Locked |
| IPSSX Voya Index Plus SmallCap Portfolio Class S | 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 |
| 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 |
| CZMSX Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class | Pro | Locked |
| LGSCX Franklin US Small Cap Equity Fund Class FI | Pro | Locked |
| LMBAX Franklin US Small Cap Equity Fund Class A | Pro | Locked |
| LMBCX Franklin US Small Cap Equity Fund Class C | Pro | Locked |
| LMBMX Franklin US Small Cap Equity Fund Class IS | Pro | Locked |
| LMSIX Franklin US Small Cap Equity Fund Class I | 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 |
| FLSPX Meeder Spectrum Fund Retail Class | Pro | Locked |
| SRUAX Meeder Spectrum Fund Adviser Class | Pro | Locked |
| SRUIX Meeder Spectrum Fund Institutional Class | Pro | Locked |
| ASCQX American Century Small Company Fund I Class | Pro | Locked |
| ASCRX American Century Small Company Fund Class R | Pro | Locked |
| ASQAX American Century Small Company Fund Class A | Pro | Locked |
| ASQCX American Century Small Company Fund Class C | Pro | Locked |
| ASQGX American Century Small Company Fund R5 Class | Pro | Locked |
| ASQIX American Century Small Company Fund Investor Class | Pro | Locked |
| PRVRX PGIM Quant Solutions Large-Cap Value Fund Class R | Pro | Locked |
| SUVAX PGIM Quant Solutions Large-Cap Value Fund Class A | Pro | Locked |
| SUVQX PGIM Quant Solutions Large-Cap Value Fund Class R6 | Pro | Locked |
| SUVCX PGIM Quant Solutions Large-Cap Value Fund Class C | Pro | Locked |
| SUVZX PGIM Quant Solutions Large-Cap Value Fund Class Z | Pro | Locked |
| NCBVX PGIM Quant Solutions Mid-Cap Value Fund Class C | Pro | Locked |
| PMVFX PGIM Quant Solutions Mid-Cap Value Fund Class R4 | Pro | Locked |
| PMVEX PGIM Quant Solutions Mid-Cap Value Fund Class R2 | Pro | Locked |
| PMVQX PGIM Quant Solutions Mid-Cap Value Fund Class R6 | 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 |
| SDVRX PGIM Quant Solutions Mid-Cap Value Fund Class R | Pro | Locked |
| SPRAX PGIM Quant Solutions Mid-Cap Value Fund Class A | Pro | Locked |
| SPVZX PGIM Quant Solutions Mid-Cap Value Fund Class Z | 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 |
| AXVIX Acclivity Small Cap Value Fund Class I | Pro | Locked |
| AXVNX Acclivity Small Cap Value Fund Class N | Pro | Locked |
| SESVX SIMT Small Cap Value Fund Class F | Pro | Locked |
| SMVIX SIMT Small Cap Value Fund Class I | Pro | Locked |
| SPVYX SIMT Small Cap Value Fund Class Y | 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 |
| TLEQX Nuveen Life Small Cap Equity Fund | Pro | Locked |
| SLPAX SEI Institutional Investment Trust - Small Cap Fund Class A | Pro | Locked |
| BRSDX MFS Blended Research Small Cap Equity Fund Class A | Pro | Locked |
| BRSHX MFS Blended Research Small Cap Equity Fund Class C | Pro | Locked |
| BRSJX MFS Blended Research Small Cap Equity Fund Class I | Pro | Locked |
| BRSBX MFS Blended Research Small Cap Equity Fund Class B | Pro | Locked |
| BRSPX MFS Blended Research Small Cap Equity Fund Class R1 | Pro | Locked |
| BRSSX MFS Blended Research Small Cap Equity Fund Class R2 | Pro | Locked |
| BRSTX MFS Blended Research Small Cap Equity Fund Class R3 | Pro | Locked |
| BRSUX MFS Blended Research Small Cap Equity Fund Class R4 | Pro | Locked |
| BRSYX MFS Blended Research Small Cap Equity Fund Class R6 | 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 |
| AVCNX Avantis US Small Cap Value Fund Class G | Pro | Locked |
| AVUVX Avantis US Small Cap Value Fund Institutional Class | Pro | Locked |
| GSCZX GuideStone Funds Small Cap Equity Fund Investor Class | Pro | Locked |
| GSCYX GuideStone Funds Small Cap Equity Fund Institutional Class | 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 |
| 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 |
| 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 |
| MSCGX Mercer US Small/Mid Cap Equity Fund Class Y3 | Pro | Locked |
| MSCQX Mercer US Small/Mid Cap Equity Fund Class I | Pro | Locked |
| MXLSX Empower Small Cap Value Fund Investor Class | Pro | Locked |
| MXTFX Empower Small Cap Value Fund Institutional Class | Pro | Locked |
| SFSNX Schwab Fundamental US Small Company Index Fund | Pro | Locked |
| VSMVX Vanguard S&P Small Cap 600 Value Index Fund Institutional | Pro | Locked |
| DFSCX DFA US Micro Cap Portfolio | Pro | Locked |
| DFSVX DFA US Small Cap Value Portfolio | Pro | Locked |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | Locked |
| SVPSX Small-Cap Value ProFund | Pro | Locked |
| SVPIX Small-Cap Value ProFund | Pro | Locked |
| QTSCIX Thrivent Small Cap Index Portfolio | Pro | Locked |
| DTSVX Wilshire Small Company Value Fund Investment Class | Pro | Locked |
| SLLAX SIMT Small Cap Fund Class F | Pro | Locked |
| SMYFX SIMT Small Cap Fund Class Y | Pro | Locked |
| VFMFX Vanguard US Multifactor Fund Admiral Shares | Pro | Locked |
| WSMVX Wilshire Small Company Value Fund Institutional Class | 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 |
| BLNAX Meeder Balanced Fund Adviser Class | Pro | Locked |
| BLNIX Meeder Balanced Fund Institutional Class | Pro | Locked |
| FLDFX Meeder Balanced Fund Retail Class | Pro | Locked |
| STMSX SIMT Tax-Managed Small/Mid Cap Fund Class F | Pro | Locked |
| STMPX SIMT Tax-Managed Small/Mid Cap Fund Class Y | Pro | Locked |
| VYSVX Vericimetry US Small Cap Value Fund | Pro | Locked |
| DAABX DFA US Sustainability Targeted Value Portfolio | 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 |
| DFFVX DFA US Targeted Value Portfolio | 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 |
| 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 |
| 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 |
| 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 |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | Locked |
| VTMSX Vanguard Tax Managed Small Cap Fund Admiral Cl | Pro | Locked |
| VTSIX Vanguard Tax Managed Small Cap Fund Institutional Plus | Pro | Locked |
| AASSX American Beacon Small Cap Value Fund Advisor Class | Pro | Locked |
| AASRX American Beacon Small Cap Value Fund R6 Class | Pro | Locked |
| ABSAX American Beacon Small Cap Value Fund A Class | Pro | Locked |
| ABSYX American Beacon Small Cap Value Fund Y Class | Pro | Locked |
| ASVCX American Beacon Small Cap Value Fund C Class | Pro | Locked |
| AVFIX American Beacon Small Cap Value Fund Institutional Class | Pro | Locked |
| AVPAX American Beacon Small Cap Value Fund Investor Class | Pro | Locked |
| AVSBX Avantis US Small Cap Equity Fund Class G | Pro | Locked |
| AVSCX Avantis US Small Cap Equity Fund Institutional Class | Pro | Locked |
| DISIX BNY Mellon Smallcap Stock Index Fund Class I | Pro | Locked |
| DISSX BNY Mellon Smallcap Stock Index Fund Investor Class | Pro | Locked |
| FISVX Fidelity Small Cap Value 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 |
| 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 |
| VPRSX VY JPMorgan Small Cap Core Equity Portfolio Class R6 | Pro | Locked |
| VSMSX Vanguard S&P Small Cap 600 Index Fund Institutional | Pro | Locked |
| VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares | Pro | Locked |
| MASOX MoA Small Cap Equity Index Fund | Pro | Locked |
| CSGEX BlackRock Advantage Small Cap Growth Fund Investor A Class | Pro | Locked |
| PSGIX BlackRock Advantage Small Cap Growth Fund Institutional Class | Pro | Locked |
| BSGRX BlackRock Advantage Small Cap Growth Fund Class R | Pro | Locked |
| PSGKX BlackRock Advantage Small Cap Growth Fund Class K | Pro | Locked |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | Locked |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | 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 |
| 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 |
| 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 |
| SWSSX Schwab 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 |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | Locked |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | Locked |
| VVICX Voya VACS Index Series SC Portfolio | Pro | Locked |
| SAUMX SA US Small Company Fund | 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 |
| CFSLX Column Small Cap Fund | Pro | Locked |
| DFVEX US Vector Equity Portfolio | Pro | Locked |
| NOSGX Northern Funds Small Cap Value 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 |
| UCAGX Victory Cornerstone Aggressive Fund Class Fund shares | Pro | Locked |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | Locked |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | Locked |
| VITAX Vanguard Information Technology Index Fund Admiral Shs | Pro | Locked |
| VISVX Vanguard Morningstar Small-Cap Value Index Fund Investor 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 |
| BDVEX BlackRock Diversified Equity Alpha Fund Institutional Class | Pro | Locked |
| AVUNX Avantis US Equity Fund Class G | Pro | Locked |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | Locked |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | Locked |
| FSBCX Federated Hermes Global Allocation Fund Class C | Pro | Locked |
| FSBKX Federated Hermes Global Allocation Fund Class R | Pro | Locked |
| FSBLX Federated Hermes Global Allocation Fund Class R6 | Pro | Locked |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| FSTBX Federated Hermes Global Allocation Fund Class A | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| GARIX Gotham Absolute Return Fund Institutional Class | Pro | Locked |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | Locked |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | Locked |
| NCGFX New Covenant Growth Fund | Pro | Locked |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | Locked |
| QWVOX Clearwater Select Equity Fund | Pro | Locked |
| REBYX Russell US Small Cap Equity Fund Class Y | Pro | Locked |
| RIFBX Russell US Small Cap Equity Fund | 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 |
| 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 |
| SBFIX Federated Hermes Global Allocation Fund Institutional 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 |
| USCRX Victory Cornerstone Moderately Aggressive Fund Class Fund shares | 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 |
| 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 |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | 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 |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | Locked |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| AABCX Franklin Dynamic Asset Allocation Balanced Fund Class C | Pro | Locked |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | Locked |
| DFEOX DFA US Core Equity 1 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 |
| ETTOX E TRADE No Fee Total Market Index Fund | Pro | Locked |
| FCFMX Fidelity Series Total Market Index Fund | Pro | Locked |
| FNCMX Fidelity NASDAQ Composite Index | 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 |
| GENIX Gotham Enhanced Return Fund Institutional Class | 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 |
| PABFX PGIM Balanced Fund Class Z | Pro | Locked |
| PAARX Franklin Dynamic Asset Allocation Balanced Fund Class R | Pro | Locked |
| PABAX Franklin Dynamic Asset Allocation Balanced Fund Class A | Pro | Locked |
| PACAX Franklin Dynamic Asset Allocation Conservative Fund Class A | Pro | Locked |
| PABCX PGIM Balanced Fund Class C | Pro | Locked |
| PABYX Franklin Dynamic Asset Allocation Balanced Fund Class Y | Pro | Locked |
| PACCX Franklin Dynamic Asset Allocation Conservative Fund Class C | Pro | Locked |
| PACRX Franklin Dynamic Asset Allocation Conservative Fund Class R | Pro | Locked |
| PACYX Franklin Dynamic Asset Allocation Conservative Fund Class Y | Pro | Locked |
| PAEAX Franklin Dynamic Asset Allocation Growth Fund Class A | Pro | Locked |
| PAECX Franklin Dynamic Asset Allocation Growth Fund Class C | Pro | Locked |
| PAGYX Franklin Dynamic Asset Allocation Growth Fund Class Y | Pro | Locked |
| PALRX PGIM Balanced Fund Class R | Pro | Locked |
| PASRX Franklin Dynamic Asset Allocation Growth Fund Class R | Pro | Locked |
| PIBQX PGIM Balanced Fund Class R6 | Pro | Locked |
| PIBAX PGIM Balanced Fund Class A | Pro | Locked |
| PMICX Franklin Multi-Asset Income Fund Class C | Pro | Locked |
| PMIRX Franklin Multi-Asset Income Fund Class R | Pro | Locked |
| PMIAX Franklin Multi-Asset Income Fund Class A | Pro | Locked |
| PMIVX Franklin Multi-Asset Income Fund Class R6 | Pro | Locked |
| PMIYX Franklin Multi-Asset Income 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 |
| TISBX Nuveen Small Cap Blend 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 |
| TRBIX Nuveen Small Cap Blend Index Fund Retirement Class | Pro | Locked |
| TRHBX Nuveen Small Cap Blend Index Fund Class I | 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 |
| 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 |
| PACDX Franklin Dynamic Asset Allocation Conservative Fund Class R5 | Pro | Locked |
| PAAEX Franklin Dynamic Asset Allocation Balanced Fund Class R6 | Pro | Locked |
| PAADX Franklin Dynamic Asset Allocation Balanced Fund Class R5 | Pro | Locked |
| PAEEX Franklin Dynamic Asset Allocation Growth Fund Class R6 | Pro | Locked |
| PADEX Franklin Dynamic Asset Allocation Growth Fund Class R5 | Pro | Locked |
| PCCEX Franklin Dynamic Asset Allocation Conservative Fund Class R6 | Pro | Locked |
| PMILX Franklin Multi-Asset Income Fund Class R5 | Pro | Locked |
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