Mutual Funds Holding SGI
Mutual Funds Holding SGI
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Mutual Funds Holding SGI
Get exposure to SGI through 562 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 562 Mutual Funds with SGI
| Fund ↕ | Weight ↓ | |
|---|---|---|
| TMAPX Touchstone Mid Cap Fund Class A | 5.15% | View |
| TMCJX Touchstone Mid Cap Fund Class C | 5.15% | View |
| TMCPX Touchstone Mid Cap Fund Class Y | 5.15% | View |
| TMCTX Touchstone Mid Cap Fund Class Z | 5.15% | View |
| TMPIX Touchstone Mid Cap Fund Institutional | 5.15% | View |
| TMPRX Touchstone Mid Cap Fund Class R6 | 5.15% | View |
| PRAVX Multi-Select Securities Puerto Rico Fund Mid Cap Core Portfolio I Class A | 4.26% | View |
| BMPEX Beck Mack + Oliver Partners Fund | 3.56% | View |
| FSFGX Fidelity Focused Stock Fund Class A | 2.57% | View |
| FSFJX Fidelity Focused Stock Fund Class M | 2.57% | View |
| FSFMX Fidelity Focused Stock Fund Class C | Pro | Locked |
| FSFNX Fidelity Focused Stock Fund Class I | Pro | Locked |
| FSFOX Fidelity Focused Stock Fund Class Z | Pro | Locked |
| FTQGX Fidelity Focused Stock Fund | Pro | Locked |
| FFNNX Fidelity Select Consumer Discretionary Portfolio Class M | Pro | Locked |
| FFNRX Fidelity Select Consumer Discretionary Portfolio Class A | Pro | Locked |
| FFNQX Fidelity Select Consumer Discretionary Portfolio Class I | Pro | Locked |
| FFNSX Fidelity Select Consumer Discretionary Portfolio Class C | Pro | Locked |
| FFNUX Fidelity Select Consumer Discretionary Portfolio Class Z | Pro | Locked |
| FSCPX Fidelity Select Consumer Discretionary Portfolio | Pro | Locked |
| MSJCX Global Endurance Portfolio - Class C | Pro | Locked |
| MSJIX Global Endurance Portfolio - Class I | Pro | Locked |
| MSJAX Global Endurance Portfolio - Class A | Pro | Locked |
| MSJSX Global Endurance Portfolio - Class R6 | Pro | Locked |
| FIQOX Fidelity Advisor Worldwide Fund Class Z | Pro | Locked |
| FWAFX Fidelity Advisor Worldwide Fund Class A | Pro | Locked |
| FWCFX Fidelity Advisor Worldwide Fund Class C | Pro | Locked |
| FWIFX Fidelity Advisor Worldwide Fund Class I | Pro | Locked |
| FWWFX Fidelity Advisor Worldwide Fund | Pro | Locked |
| FWTFX Fidelity Advisor Worldwide Fund Class M | Pro | Locked |
| FISGX Nuveen Mid Cap Growth Opportunities Fund Class I | Pro | Locked |
| FMEFX Nuveen Mid Cap Growth Opportunities Fund Class R6 | Pro | Locked |
| FRSLX Nuveen Mid Cap Growth Opportunities Fund Class A | Pro | Locked |
| FSHOX Fidelity Select Construction and Housing Portfolio | Pro | Locked |
| HMVCX The Hartford Mid Cap Value Fund Class C | Pro | Locked |
| HMVAX The Hartford Mid Cap Value Fund Class A | Pro | Locked |
| HMVFX The Hartford Mid Cap Value Fund Class F | Pro | Locked |
| HMVRX The Hartford Mid Cap Value Fund Class R3 | Pro | Locked |
| HMVJX The Hartford Mid Cap Value Fund Class I | Pro | Locked |
| HMVSX The Hartford Mid Cap Value Fund Class R4 | Pro | Locked |
| HMVTX The Hartford Mid Cap Value Fund Class R5 | Pro | Locked |
| HMVUX The Hartford Mid Cap Value Fund Class R6 | Pro | Locked |
| HMVYX The Hartford Mid Cap Value Fund Class Y | Pro | Locked |
| WVMRX William Blair Mid Cap Value Fund Class R6 | Pro | Locked |
| WVMIX William Blair Mid Cap Value Fund Class I | Pro | Locked |
| FAGKX Fidelity Growth Strategies Fund Class K | 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 |
| FSKGX Fidelity Growth Strategies K6 Fund Class K6 | Pro | Locked |
| APDRX Artisan Global Opportunities Fund Advisor Shares | Pro | Locked |
| APHRX Artisan Global Opportunities Fund Institutional Class | Pro | Locked |
| ARTRX Artisan Global Opportunities Fund Inv Shs | Pro | Locked |
| PARNX Parnassus Mid Cap Growth Fund Investor Class | Pro | Locked |
| PFPRX Parnassus Mid Cap Growth Fund Institutional Class | Pro | Locked |
| OASVX Optimum Small-Mid Cap Value Fund Class A | Pro | Locked |
| OCSVX Optimum Small-Mid Cap Value Fund Class C | Pro | Locked |
| OISVX Optimum Small-Mid Cap Value Fund Class I | Pro | Locked |
| ISMVX William Blair Small Mid Cap Value Fund Class I | Pro | Locked |
| RSMVX William Blair Small Mid Cap Value Fund Class R6 | Pro | Locked |
| VVMCX VALIC Company I Mid Cap Value Fund | Pro | Locked |
| NINAX Neuberger Berman Intrinsic Value Fund Class A | Pro | Locked |
| NINCX Neuberger Berman Intrinsic Value Fund Class C | Pro | Locked |
| NINLX Neuberger Berman Intrinsic Value Institutional Class | Pro | Locked |
| NRINX Neuberger Berman Intrinsic Value Fund Class R6 | Pro | Locked |
| TVAFX Thornburg American Opportunities Fund Class A | Pro | Locked |
| TVCFX Thornburg American Opportunities Fund Class C | Pro | Locked |
| TVIFX Thornburg American Opportunities Fund Class I | Pro | Locked |
| TVIRX Thornburg American Opportunities Fund Class R4 | Pro | Locked |
| TVRFX Thornburg American Opportunities Fund Class R3 | Pro | Locked |
| TVRRX Thornburg American Opportunities Fund Class R5 | Pro | Locked |
| GIUIX NAA Mid Growth Fund Institutional Class | Pro | Locked |
| SECUX NAA Mid Growth Fund Class A | Pro | Locked |
| SUFCX NAA Mid Growth Fund Class C | Pro | Locked |
| QLMMIX ClearBridge Variable Mid Cap Portfolio Class I | Pro | Locked |
| QLMPTX ClearBridge Variable Mid Cap Portfolio Class II | Pro | Locked |
| MERDX Meridian Growth Fund Legacy Class | Pro | Locked |
| MRAGX Meridian Growth Fund Class A | Pro | Locked |
| MRCGX Meridian Growth Fund Class C | Pro | Locked |
| MRIGX Meridian Growth Fund Investor Class | Pro | Locked |
| MRRGX Meridian Growth Fund Institutional Class | Pro | Locked |
| APDMX Artisan Mid Cap Fund Advisor Shares | Pro | Locked |
| APHMX Artisan Mid Cap Fund Institutional Class | Pro | Locked |
| ARTMX Artisan Mid Cap Fund Inv Shs | Pro | Locked |
| LMREX ClearBridge Mid Cap Fund Class R | Pro | Locked |
| LSIRX ClearBridge Mid Cap Fund Class IS | Pro | Locked |
| SBMAX ClearBridge Mid Cap Fund Class A | Pro | Locked |
| SBMLX ClearBridge Mid Cap Fund Class C | Pro | Locked |
| SMBYX ClearBridge Mid Cap Fund Class I | Pro | Locked |
| SMCPX ClearBridge Mid Cap Fund Class 1 | Pro | Locked |
| FNKFX Fidelity Mid-Cap Stock K6 Fund Class K6 | Pro | Locked |
| NBMRX Neuberger Berman Mid Cap Intrinsic Value Fund Class R6 | Pro | Locked |
| NBRAX Neuberger Berman Mid Cap Intrinsic Value Fund Class A | Pro | Locked |
| NBRCX Neuberger Berman Mid Cap Intrinsic Value Fund Class C | Pro | Locked |
| NBRRX Neuberger Berman Mid Cap Intrinsic Value Fund Class R3 | Pro | Locked |
| NBREX Neuberger Berman Mid Cap Intrinsic Value Fund | Pro | Locked |
| NBRVX Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class | Pro | Locked |
| NBRTX Neuberger Berman Mid Cap Intrinsic Value Fund Institutional Class | Pro | Locked |
| APDDX Artisan Global Discovery Fund Advisor Class | Pro | Locked |
| APFDX Artisan Global Discovery Fund Investor Class | Pro | Locked |
| APHDX Artisan Global Discovery Fund Institutional Class | Pro | Locked |
| FIIAX Fidelity Advisor Mid Cap II Fund Class A | Pro | Locked |
| FIICX Fidelity Advisor Mid Cap II Fund Class C | Pro | Locked |
| FIIMX Fidelity Advisor Mid Cap II Fund Class I | Pro | Locked |
| FITIX Fidelity Advisor Mid Cap II Fund Class M | Pro | Locked |
| FZAMX Fidelity Advisor Mid Cap II Fund Class Z | Pro | Locked |
| LBGAX ClearBridge Mid Cap Growth Fund Class A | Pro | Locked |
| LBGIX ClearBridge Mid Cap Growth Fund Class I | Pro | Locked |
| LBGCX ClearBridge Mid Cap Growth Fund Class C | Pro | Locked |
| LCMIX ClearBridge Mid Cap Growth Fund Class IS | Pro | Locked |
| LCMRX ClearBridge Mid Cap Growth Fund Class R | Pro | Locked |
| DRMCX Virtus Silvant Mid-Cap Growth Fund Institutional Class | Pro | Locked |
| RMDCX Virtus Silvant Mid-Cap Growth Fund Class C | Pro | Locked |
| RMDAX Virtus Silvant Mid-Cap Growth Fund Class A | Pro | Locked |
| RMDZX Virtus Silvant Mid-Cap Growth Fund Class R6 | Pro | Locked |
| VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Class | Pro | Locked |
| ALSMX Archer Multi Cap Fund | Pro | Locked |
| MGPIX Mid-Cap Growth ProFund | Pro | Locked |
| MGPSX Mid-Cap Growth ProFund Service Class | Pro | Locked |
| RYBHX S&P MidCap 400 Pure Growth Fund Class H | Pro | Locked |
| RYCKX S&P MidCap 400 Pure Growth Fund Class C | Pro | Locked |
| RYMGX S&P MidCap 400 Pure Growth Fund Class A | Pro | Locked |
| FMCAX Fidelity Advisor Stock Selector Mid Cap Fund Class M | Pro | Locked |
| FMCCX Fidelity Advisor Stock Selector Mid Cap Fund Class I | Pro | Locked |
| FMCDX Fidelity Advisor Stock Selector Mid Cap Fund Class A | Pro | Locked |
| FMCEX Fidelity Advisor Stock Selector Mid Cap Fund Class C | Pro | Locked |
| FSLZX Fidelity Advisor Stock Selector Mid Cap Fund Class Z | Pro | Locked |
| FSSMX Fidelity Advisor Stock Selector Mid Cap Fund | Pro | Locked |
| FTRNX Fidelity Trend Fund | Pro | Locked |
| ALAFX Alger Focus Equity Fund Class A | Pro | Locked |
| ALCFX Alger Focus Equity Fund Class C | Pro | Locked |
| ALGYX Alger Focus Equity Fund Class Y | Pro | Locked |
| ALGRX Alger Focus Equity Fund Class I | Pro | Locked |
| ALZFX Alger Focus Equity Fund Class Z | Pro | Locked |
| FMILX Fidelity New Millennium 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 |
| ADOCX Alger Dynamic Opportunities Fund Class C | Pro | Locked |
| ADOZX Alger Dynamic Opportunities Fund Class Z | Pro | Locked |
| SPEDX Alger Dynamic Opportunities Fund Class A | Pro | Locked |
| EKGAX Allspring Special Global Small Cap Fund Class A | Pro | Locked |
| EKGIX Allspring Special Global Small Cap Fund Class Institutional | Pro | Locked |
| FALAX Fidelity Advisor Large Cap Fund Class A | Pro | Locked |
| FALGX Fidelity Advisor Large Cap Fund Class M | Pro | Locked |
| FALIX Fidelity Advisor Large Cap Fund Class I | Pro | Locked |
| FIDLX Fidelity Advisor Large Cap Fund Class Z | Pro | Locked |
| FLCCX Fidelity Advisor Large Cap Fund Class C | Pro | Locked |
| FASOX Fidelity Advisor Value Strategies Fund Class I | Pro | Locked |
| FASPX Fidelity Advisor Value Strategies Fund Class M | Pro | Locked |
| FSLSX Fidelity Advisor Value Strategies Fund | Pro | Locked |
| FSOAX Fidelity Advisor Value Strategies Fund Class A | Pro | Locked |
| FVCSX Fidelity Advisor Value Strategies Fund Class C | Pro | Locked |
| FVSKX Fidelity Advisor Value Strategies Fund Class K | Pro | Locked |
| VEXPX Vanguard Explorer Fund Investor Class | Pro | Locked |
| VEXRX Vanguard Explorer Fund Admiral Shares | Pro | Locked |
| MIDKX S&P MidCap Index Fund Class K | Pro | Locked |
| MXBUX Empower S&P Mid Cap 400 Index Fund Class L | Pro | Locked |
| MXMDX Empower S&P Mid Cap 400 Index Fund Investor Class | Pro | Locked |
| MXNZX Empower S&P Mid Cap 400 Index Fund Institutional Class | Pro | Locked |
| SPMIX S&P MidCap Index Fund Investor Class | Pro | Locked |
| FGIDX Fidelity Growth & Income Portfolio Class A | Pro | Locked |
| FGIEX Fidelity Growth & Income Portfolio Class M | Pro | Locked |
| FGIJX Fidelity Growth & Income Portfolio Class C | Pro | Locked |
| FGIKX Fidelity Growth & Income Portfolio Class K | Pro | Locked |
| FGJDX Fidelity Growth & Income Portfolio Class I | Pro | Locked |
| FGJEX Fidelity Growth & Income Portfolio Class Z | Pro | Locked |
| FGRIX Fidelity Growth & Income Portfolio | Pro | Locked |
| ACARX Alger Capital Appreciation Institutional Fund Class R | Pro | Locked |
| ACAYX Alger Capital Appreciation Institutional Fund Class Y | Pro | Locked |
| ACIZX Alger Capital Appreciation Institutional Fund Class Z-2 | Pro | Locked |
| ALARX Alger Capital Appreciation Institutional Fund Class I | Pro | Locked |
| VSPMX Vanguard S&P Mid-Cap 400 Index Fund Institutional Class | Pro | Locked |
| CMDYX Columbia Mid Cap Index Fund Institutional Class III | Pro | Locked |
| CPXRX Columbia Mid Cap Index Fund Institutional II Class | Pro | Locked |
| NMPAX Columbia Mid Cap Index Fund Institutional Class | Pro | Locked |
| NOMIX Northern Funds Mid Cap Index Portfolio | Pro | Locked |
| NTIAX Columbia Mid Cap Index Fund Class A | Pro | Locked |
| PQCCX PGIM Quant Solutions Mid-Cap Index Fund Class R6 | 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 |
| FFDKX Fidelity Fund Class K | Pro | Locked |
| FFIDX Fidelity Fund | Pro | Locked |
| DMIDX BNY Mellon Midcap Index Fund, Inc Class I | Pro | Locked |
| FSRPX Fidelity Select Retailing Portfolio | Pro | Locked |
| GMXIX Nationwide Mid Cap Market Index Fund Class R6 | Pro | Locked |
| GMXRX Nationwide Mid Cap Market Index Fund Class R | Pro | Locked |
| GMXAX Nationwide Mid Cap Market Index Fund Class A | Pro | Locked |
| MPSIX Principal MidCap S&P 400 Index Fund Institutional Class | Pro | Locked |
| NWXQX Nationwide Mid Cap Market Index Fund Institutional Service Class | Pro | Locked |
| PESPX BNY Mellon Midcap Index Fund, Inc Investor Class | Pro | Locked |
| PMAPX Principal MidCap S&P 400 Index Fund Class R6 | Pro | Locked |
| PMFJX Principal MidCap S&P 400 Index Fund Class J | Pro | Locked |
| PMFPX Principal MidCap S&P 400 Index Fund R-5 Class | Pro | Locked |
| PMFMX Principal MidCap S&P 400 Index Fund R-3 Class | Pro | Locked |
| VMIDX VALIC Company I Mid Cap Index Fund | Pro | Locked |
| QTMCIX Thrivent Mid Cap Index Portfolio | Pro | Locked |
| JAEZX John Hancock Variable Insurance Trust Mid Index Trust Series II | Pro | Locked |
| JAEYX John Hancock Variable Insurance Trust Mid Index Trust Series Nav | Pro | Locked |
| JECIX John Hancock Variable Insurance Trust Mid Cap Index Trust Series I | Pro | Locked |
| FBLEX Fidelity Series Stock Selector Large Cap Value Fund | Pro | Locked |
| FHZTX Fidelity Large Cap Stock Fund Class I | Pro | Locked |
| FLAFX Fidelity Large Cap Stock Fund Class A | Pro | Locked |
| FLAHX Fidelity Large Cap Stock Fund Class M | Pro | Locked |
| FLAJX Fidelity Large Cap Stock Fund Class C | Pro | Locked |
| FLAZX Fidelity Large Cap Stock Fund Class Z | Pro | Locked |
| FLCSX Fidelity Large Cap Stock Fund | Pro | Locked |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | Locked |
| FLUAX Fidelity Stock Selector Large Cap Value Fund Class A | Pro | Locked |
| FLUEX Fidelity Stock Selector Large Cap Value Fund Class C | Pro | Locked |
| FLUIX Fidelity Stock Selector Large Cap Value Fund Class I | Pro | Locked |
| FLUTX Fidelity Stock Selector Large Cap Value Fund Class M | Pro | Locked |
| FSCZX Fidelity Stock Selector Large Cap Value Fund Class Z | Pro | Locked |
| FSLVX Fidelity Stock Selector Large Cap Value Fund | Pro | Locked |
| FMCLX Federated Hermes Mid-Cap Index Fund Class R6 | Pro | Locked |
| FMCRX Federated Hermes Mid-Cap Index Fund Institutional Class | Pro | Locked |
| FMDCX Federated Hermes Mid-Cap Index Fund Service Class | Pro | Locked |
| VCDAX Vanguard Consumer Discretionary Index Fund Admiral Shs | Pro | Locked |
| FCAGX Fidelity Advisor Small Cap Growth Fund Class A | Pro | Locked |
| FCCGX Fidelity Advisor Small Cap Growth Fund Class C | Pro | Locked |
| FCIGX Fidelity Advisor Small Cap Growth Fund Class I | Pro | Locked |
| FCPGX Fidelity Advisor Small Cap Growth Fund | Pro | Locked |
| FCTGX Fidelity Advisor Small Cap Growth Fund Class M | Pro | Locked |
| FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | Pro | Locked |
| FLAPX Fidelity Flex Mid Cap Index Fund | Pro | Locked |
| SAUMX SA US Small Company Fund | Pro | Locked |
| FCLKX Fidelity Large Cap Stock K6 Fund Class K6 | Pro | Locked |
| FOCSX Fidelity Small Cap Growth K6 Fund Class K6 | Pro | Locked |
| HCIGX HC Capital Trust - The Institutional US Equity Portfolio | Pro | Locked |
| RYAHX Mid-Cap 1.5x Strategy Fund Class A | Pro | Locked |
| RYDCX Mid-Cap 1.5x Strategy Fund Class C | Pro | Locked |
| RYMDX Mid-Cap 1.5x Strategy Fund Class H | 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 |
| FIDFX Fidelity Advisor Mid Cap Value Fund Class Z | Pro | Locked |
| FMPAX Fidelity Advisor Mid Cap Value Fund Class A | Pro | Locked |
| FMPEX Fidelity Advisor Mid Cap Value Fund Class C | Pro | Locked |
| FMPOX Fidelity Advisor Mid Cap Value Fund Class I | Pro | Locked |
| FMPTX Fidelity Advisor Mid Cap Value Fund Class M | Pro | Locked |
| FSMVX Fidelity Advisor Mid Cap Value Fund | Pro | Locked |
| UMPIX ProFunds UltraMid-Cap ProFund Investor Class | Pro | Locked |
| UMPSX ProFunds UltraMid-Cap ProFund Service Class | Pro | Locked |
| FAVFX Fidelity Advisor Value Fund Class A | Pro | Locked |
| FCVFX Fidelity Advisor Value Fund Class C | Pro | Locked |
| FDVLX Fidelity Value Fund | Pro | Locked |
| FTVFX Fidelity Advisor Value Fund Class M | Pro | Locked |
| FVIFX Fidelity Advisor Value Fund Class I | Pro | Locked |
| FVLKX Fidelity Value Fund Class K | Pro | Locked |
| FVLZX Fidelity Advisor Value Fund Class Z | Pro | Locked |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | Locked |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | Locked |
| FXMCX Fidelity Flex Mid Cap Focused Index Fund | Pro | Locked |
| ALVOX Alger Capital Appreciation Portfolio Class I2 | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| JGACX JPMorgan Growth Advantage Fund Class C | Pro | Locked |
| JGASX JPMorgan Growth Advantage Fund Class I | Pro | Locked |
| JGRJX JPMorgan Growth Advantage Fund Class R2 | Pro | Locked |
| JGTUX JPMorgan Growth Advantage Fund Class R4 | Pro | Locked |
| JGVRX JPMorgan Growth Advantage Fund Class R5 | Pro | Locked |
| JGVVX JPMorgan Growth Advantage Fund Class R6 | Pro | Locked |
| JGTTX JPMorgan Growth Advantage Fund Class R3 | Pro | Locked |
| MIMSX BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares | Pro | Locked |
| MPMCX BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares | 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 |
| 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 |
| VHIAX JPMorgan Growth Advantage Fund Class A | Pro | Locked |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | Locked |
| AMOMX AQR Large Cap Momentum Style Fund Class I | Pro | Locked |
| AMONX AQR Large Cap Momentum Style Fund Class N | Pro | Locked |
| QMORX AQR Large Cap Momentum Style Fund Class R6 | 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 |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| IPBAX Allspring Real Return Fund Class A | Pro | Locked |
| IPBJX Allspring Real Return Fund Class R6 | Pro | Locked |
| IPBNX Allspring Real Return Fund Institutional Class | 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 |
| 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 |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | Locked |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | Locked |
| FCMVX Fidelity Mid Cap Value K6 Fund Class K6 | 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 |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | Locked |
| SYMCX AlphaCentric Symmetry Strategy Fund Class C | Pro | Locked |
| SYMAX Alphacentric Symmetry Strategy Fund Class A | Pro | Locked |
| SYMIX Alphacentric Symmetry Strategy Fund Institutional Class | Pro | Locked |
| VYRIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6 | Pro | Locked |
| ASPCX Alger Spectra Fund Class C | Pro | Locked |
| ASPIX Alger Spectra Fund Class I | Pro | Locked |
| ASPYX Alger Spectra Fund Class Y | Pro | Locked |
| ASPZX Alger Spectra Fund Class Z | Pro | Locked |
| MDPSX Mid-Cap ProFund | Pro | Locked |
| MDPIX Mid-Cap ProFund | Pro | Locked |
| SPECX Alger Spectra Fund Class A | 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 |
| FCTDX Strategic Advisers Fidelity US Total Stock Fund | Pro | Locked |
| FIMVX Fidelity Mid Cap Value Index Fund | 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 |
| FPKFX Fidelity Puritan K6 Fund Class K6 | Pro | Locked |
| FSMDX Fidelity Mid Cap Index Fund | Pro | Locked |
| SWMCX Schwab US Mid-Cap Index Fund | Pro | Locked |
| VVIMX Voya VACS Index Series MC Portfolio | 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 |
| VEFVX Venerable Mid Cap Index Fund Class V | Pro | Locked |
| FCGSX Fidelity Series Growth Company Fund | Pro | Locked |
| FDGRX Fidelity Growth Company Fund | Pro | Locked |
| FGCKX Fidelity Growth Company Fund Class K | Pro | Locked |
| FGKFX Fidelity Growth Company K6 Fund Class K6 | Pro | Locked |
| FIDJX Fidelity SAI Sustainable Sector Fund | Pro | Locked |
| FPUKX Fidelity Puritan Fund Class K | Pro | Locked |
| FPURX Fidelity Puritan Fund | Pro | Locked |
| FBCGX Fidelity Blue Chip Growth K6 Fund Class K6 | Pro | Locked |
| FMDGX Fidelity Mid Cap Growth Index Fund | Pro | Locked |
| FSAEX Fidelity Series All Sector Equity Fund | Pro | Locked |
| FSBDX Fidelity Series Blue Chip Growth Fund | Pro | Locked |
| QCELX AQR Large Cap Multi-Style Fund Class I | Pro | Locked |
| QCENX AQR Large Cap Multi-Style Fund Class N | Pro | Locked |
| QCERX AQR Large Cap Multi-Style Fund Class R6 | Pro | Locked |
| VTCIX Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares | Pro | Locked |
| VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | Pro | Locked |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | Locked |
| CZMSX Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class | Pro | Locked |
| DFQTX DFA US Core Equity 2 Portfolio | 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 |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| CFJIX Calvert US Large Cap Value Responsible Index Fund Class I | Pro | Locked |
| CFJAX Calvert US Large Cap Value Responsible Index Fund Class A | Pro | Locked |
| CLVRX Calvert US Large Cap Value Responsible Index Fund Class R6 | Pro | Locked |
| FBALX Fidelity Balanced Fund | Pro | Locked |
| FBAKX Fidelity Balanced Fund Class K | Pro | Locked |
| FBAOX Fidelity Balanced Fund Class A | Pro | Locked |
| FBAQX Fidelity Balanced Fund Class M | Pro | Locked |
| FBARX Fidelity Balanced Fund Class C | Pro | Locked |
| FBAUX Fidelity Balanced Fund Class I | Pro | Locked |
| FBAVX Fidelity Balanced Fund Class Z | Pro | Locked |
| FBCCX Fidelity Blue Chip Growth Fund Class A | Pro | Locked |
| FBCEX Fidelity Blue Chip Growth Fund Class M | Pro | Locked |
| FBCHX Fidelity Blue Chip Growth Fund Class C | Pro | Locked |
| FBCJX Fidelity Blue Chip Growth Fund Class I | Pro | Locked |
| FBCKX Fidelity Blue Chip Growth Fund Class Z | Pro | Locked |
| FBGKX Fidelity Blue Chip Growth Fund Class K | Pro | Locked |
| FBGRX Fidelity Blue Chip Growth Fund | Pro | Locked |
| FBKFX Fidelity Balanced K6 Fund Class K6 | Pro | Locked |
| FEQAX Fidelity Advisor Hedged Equity Fund Class A | Pro | Locked |
| FEQHX Fidelity Advisor Hedged Equity Fund | Pro | Locked |
| FEQDX Fidelity Advisor Hedged Equity Fund Class C | Pro | Locked |
| FEQJX Fidelity Advisor Hedged Equity Fund Class I | Pro | Locked |
| FEQNX Fidelity Advisor Hedged Equity Fund Class M | Pro | Locked |
| FEQZX Fidelity Advisor Hedged Equity Fund Class Z | Pro | Locked |
| IPMIX Voya Index Plus MidCap Portfolio Initial | Pro | Locked |
| IPMSX Voya Index Plus MidCap Portfolio Class S | Pro | Locked |
| BAMBX BlackRock Systematic Multi-Strategy Fund Class A | Pro | Locked |
| BIMBX BlackRock Systematic Multi-Strategy Fund Institutional Class | Pro | Locked |
| BKMBX BlackRock Systematic Multi-Strategy Fund Class K | Pro | Locked |
| BMBCX BlackRock Systematic Multi-Strategy Fund- Class Investor C | 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 |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | Locked |
| DFVEX US Vector Equity Portfolio | Pro | Locked |
| FIOOX Fidelity Series Large Cap Value Index Fund | Pro | Locked |
| FLCOX Fidelity Large Cap Value Index Fund | Pro | Locked |
| GIDWX Goldman Sachs US Equity Dividend and Premium Fund Class R6 | Pro | Locked |
| GSFPX Goldman Sachs US Equity Dividend and Premium Fund Class P | Pro | Locked |
| GSPAX Goldman Sachs US Equity Dividend and Premium Fund Class A | Pro | Locked |
| GSPKX Goldman Sachs US Equity Dividend and Premium Fund Insti Class | Pro | Locked |
| GSPQX Goldman Sachs US Equity Dividend and Premium Fund Class C | Pro | Locked |
| GVIRX Goldman Sachs US Equity Dividend and Premium Fund Investor Class | Pro | Locked |
| JAFVX John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav | Pro | Locked |
| SFLNX Schwab Fundamental US Large Company Index Fund | Pro | Locked |
| SWLVX Schwab US Large-Cap Value Index Fund | Pro | Locked |
| THCVX Nuveen Large Cap Value Index Fund Class I | Pro | Locked |
| TILVX Nuveen Large Cap Value Index Fund Class R6 | Pro | Locked |
| TRCVX Nuveen Large Cap Value Index Fund Retirement Class | Pro | Locked |
| VRVIX Vanguard Russell 1000 Value Index Fund Insti Cl | Pro | Locked |
| SAMKX SA US Core Market Fund | Pro | Locked |
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