Mutual Funds Holding STZ
Mutual Funds Holding STZ
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Mutual Funds Holding STZ
Get exposure to Constellation Brands Inc. through 882 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 882 Mutual Funds with STZ
| Fund ↕ | Weight ↓ | |
|---|---|---|
| MENIX Madison Covered Call & Equity Income Fund Class I | 3.76% | View |
| MENRX Madison Covered Call & Equity Income Fund Class R6 | 3.76% | View |
| MENAX Madison Covered Call & Equity Income Fund Class A | 3.76% | View |
| MENYX Madison Covered Call & Equity Income Fund Class Y | 3.76% | View |
| CSRYX Columbia Select Large Cap Value Fund Class I3 | 3.21% | View |
| CSVGX Columbia Select Large Cap Value Fund Class S | 3.21% | View |
| CSVZX Columbia Select Large Cap Value Fund Class I | 3.21% | View |
| SLVAX Columbia Select Large Cap Value Fund Class A | 3.21% | View |
| SLVIX Columbia Select Large Cap Value Fund Class I2 | 3.21% | View |
| SLVRX Columbia Select Large Cap Value Fund Class R | 3.21% | View |
| SVLCX Columbia Select Large Cap Value Fund Class C | Pro | Locked |
| BWNYX Bullfinch Western New York Series | Pro | Locked |
| HCMAX Hillman Value Fund | Pro | Locked |
| MWMIX VanEck Morningstar Wide Moat Fund Class I | Pro | Locked |
| MWMZX VanEck Morningstar Wide Moat Fund Class Z | Pro | Locked |
| FDAGX Fidelity Select Consumer Staples Fund Class A | Pro | Locked |
| FDCGX Fidelity Select Consumer Staples Fund Class C | Pro | Locked |
| FDFAX Fidelity Select Consumer Staples Portfolio | Pro | Locked |
| FDIGX Fidelity Select Consumer Staples Portfolio Class I | Pro | Locked |
| FDTGX Fidelity Select Consumer Staples Fund Class M | Pro | Locked |
| FIJCX Fidelity Select Consumer StaplesFund Class Z | Pro | Locked |
| MADFX Matrix Advisors Dividend Fund | Pro | Locked |
| BCGDX Blue Current Global Dividend Fund- Institutional Class | Pro | Locked |
| CAMOX Cambiar Opportunity Fund Portfolio Investor Class | Pro | Locked |
| CAMWX Cambiar Opportunity Fund Institutional Class | Pro | Locked |
| APDQX Artisan Mid Cap Value Fund Advisor Shares | Pro | Locked |
| APHQX Artisan Mid Cap Value Fund Institutional Class | Pro | Locked |
| ARTQX Artisan Mid Cap Value Fund Investor Class | Pro | Locked |
| KDHAX DWS CROCI Equity Dividend Fund Class A | Pro | Locked |
| KDHCX DWS CROCI Equity Dividend Fund Class C | Pro | Locked |
| KDHSX DWS CROCI Equity Dividend Fund Class S | Pro | Locked |
| KDHIX DWS CROCI Equity Dividend Fund Class Institutional | Pro | Locked |
| ADECX Columbia Intrinsic Value Fund Class C | Pro | Locked |
| CDEYX Columbia Intrinsic Value Fund Class I3 | Pro | Locked |
| CDVZX Columbia Intrinsic Value Fund Class I | Pro | Locked |
| INDZX Columbia Intrinsic Value Fund Class A | Pro | Locked |
| RSEDX Columbia Intrinsic Value Fund Class I2 | Pro | Locked |
| SAMVX Virtus Ceredex Mid-Cap Value Equity Fund A | Pro | Locked |
| SMVFX Virtus Ceredex Mid-Cap Value Equity Fund C | Pro | Locked |
| SMVTX Virtus Ceredex Mid-Cap Value Equity Fund I | Pro | Locked |
| SMVZX Virtus Ceredex Mid-Cap Value Equity Fund Class R6 | Pro | Locked |
| APDWX Artisan Value Income Fund Class Advisor | Pro | Locked |
| APFWX Artisan Value Income Fund Class Investor | Pro | Locked |
| APHWX Artisan Value Income Fund Class Institutional | Pro | Locked |
| RYCAX Rydex Consumer Products Fund Class H | Pro | Locked |
| RYCIX Rydex Consumer Products Fund Investor Class | Pro | Locked |
| RYCPX Rydex Consumer Products Fund Class C | Pro | Locked |
| RYPDX Rydex Consumer Products Fund Class A | Pro | Locked |
| QGIAX Pear Tree Quality Fund Institutional Shares | Pro | Locked |
| QGIRX Pear Tree Quality Fund Class R6 | Pro | Locked |
| USBOX Pear Tree Quality Fund Ordinary Shares | Pro | Locked |
| DFMAX Davidson Multi-Cap Equity Fund Class A | Pro | Locked |
| DFMIX Davidson Multi-Cap Equity Fund Class I | Pro | Locked |
| SNOIX Easterly Snow Long/Short Opportunity Fund Institutional Class | Pro | Locked |
| SNOAX Easterly Snow Long/Short Opportunity Fund Class A | Pro | Locked |
| SNORX Easterly Snow Long/Short Opportunity Fund Class R6 | Pro | Locked |
| SNOCX Easterly Snow Long/Short Opportunity Fund Class C | Pro | Locked |
| IAAEX Transamerica Mid Cap Value Opportunities Fund Class I2 | Pro | Locked |
| MCVAX Transamerica Mid Cap Value Opportunities Fund Class A | Pro | Locked |
| MCVCX Transamerica Mid Cap Value Opportunities Fund Class C | Pro | Locked |
| MVTRX Transamerica Mid Cap Value Opportunities Fund Class R6 | Pro | Locked |
| MVTIX Transamerica Mid Cap Value Opportunities Fund Class I | Pro | Locked |
| TOTFX Transamerica Mid Cap Value Opportunities Fund Class R4 | Pro | Locked |
| TOTRX Transamerica Mid Cap Value Opportunities Fund Class R | Pro | Locked |
| TOTTX Transamerica Mid Cap Value Opportunities Fund Class I3 | Pro | Locked |
| DHLSX Diamond Hill Long-Short Fund Class I | Pro | Locked |
| DIAMX Diamond Hill Long-Short Fund Investor Class | Pro | Locked |
| DIAYX Diamond Hill Long-Short Fund Class Y | Pro | Locked |
| GQEFX GMO Quality Fund Class IV | Pro | Locked |
| GQESX GMO Quality Fund Class R6 | Pro | Locked |
| GQETX GMO Quality Fund Class III | Pro | Locked |
| GQLIX GMO Quality Fund Class I | Pro | Locked |
| GQLOX GMO Quality Fund Class VI | Pro | Locked |
| AFVLX Applied Finance Select Fund Investor Class Shares | Pro | Locked |
| AFVZX Applied Finance Select Fund Institutional Class Shares | Pro | Locked |
| TCVAX Touchstone Mid Cap Value Fund Class A | Pro | Locked |
| TCVIX Touchstone Mid Cap Value Fund Class Institutional | Pro | Locked |
| TCVYX Touchstone Mid Cap Value Fund Class Y | Pro | Locked |
| TMFCX Touchstone Mid Cap Value Fund Class C | Pro | Locked |
| HQICX The Hartford Equity Income Fund Class C | Pro | Locked |
| HQIAX The Hartford Equity Income Fund Class A | Pro | Locked |
| HQIFX The Hartford Equity Income Fund Class F | Pro | Locked |
| HQIRX The Hartford Equity Income Fund Class R3 | Pro | Locked |
| HQISX The Hartford Equity Income Fund Class R4 | Pro | Locked |
| HQITX The Hartford Equity Income Fund Class R5 | Pro | Locked |
| HQIVX The Hartford Equity Income Fund Class R6 | Pro | Locked |
| HQIYX The Hartford Equity Income Fund Class Y | Pro | Locked |
| HQIIX The Hartford Equity Income Fund Class I | Pro | Locked |
| RYLAX Rydex Leisure Fund Class H | Pro | Locked |
| RYLCX Rydex Leisure Fund Class C | Pro | Locked |
| RYLIX Rydex Leisure Fund Investor Class | Pro | Locked |
| RYLSX Rydex Leisure Fund Class A | Pro | Locked |
| CNPSX Consumer Staples UltraSector ProFund Service | Pro | Locked |
| CNPIX Consumer Staples UltraSector ProFund Investor Class | Pro | Locked |
| HWCAX Hotchkis and Wiley Large Cap Disciplined Value Fund Class A | Pro | Locked |
| HWCIX Hotchkis and Wiley Large Cap Disciplined Value Fund Class I | Pro | Locked |
| OFALX Olstein All Cap Value Fund Class C | Pro | Locked |
| OFAVX Olstein All Cap Value Fund Class A | Pro | Locked |
| OFAFX Olstein All Cap Value Fund Adviser Class | Pro | Locked |
| OAKMX Oakmark Fund Investor Class | Pro | Locked |
| OANMX Oakmark Fund Institutional Class | Pro | Locked |
| OAYMX Oakmark Fund Advisor Class | Pro | Locked |
| OAZMX Oakmark Fund Class R6 | Pro | Locked |
| NECOX Natixis Oakmark Fund Class C | Pro | Locked |
| NEFOX Natixis Oakmark Fund Class A | Pro | Locked |
| NEOYX Natixis Oakmark Fund Class Y | Pro | Locked |
| NOANX Natixis Oakmark Fund Class N | Pro | Locked |
| DNLCX BNY Mellon Active MidCap Fund Class C | Pro | Locked |
| DNLDX BNY Mellon Active MidCap Fund Class A | Pro | Locked |
| DNLRX BNY Mellon Active MidCap Fund Class I | Pro | Locked |
| DNLYX BNY Mellon Active MidCap Fund Class Y | Pro | Locked |
| VWNDX Vanguard Windsor Fund | Pro | Locked |
| VWNEX Vanguard Windsor Fund Admiral Shares | Pro | Locked |
| HRLVX Harbor Large Cap Value Fund Administrative Class | Pro | Locked |
| HWLAX Hotchkis & Wiley Large Cap Fundamental Value Fund Class A | Pro | Locked |
| HWLIX Hotchkis & Wiley Large Cap Fundamental Value Fund Class I | Pro | Locked |
| HWLZX Hotchkis & Wiley Large Cap Fundamental Value Fund Class Z | Pro | Locked |
| IIVLX Transamerica Small/Mid Cap Value Fund Class C | Pro | Locked |
| IIVAX Transamerica Small/Mid Cap Value Fund Class A | Pro | Locked |
| TASMX Transamerica Small/Mid Cap Value Fund Class R6 | Pro | Locked |
| TSMVX Transamerica Small/Mid Cap Value Fund Class I2 | Pro | Locked |
| TSVIX Transamerica Small/Mid Cap Value Fund Class I | Pro | Locked |
| VCSAX Vanguard Consumer Staples Index Fund Admiral Shs | Pro | Locked |
| NECCX Natixis US Equity Opportunities Fund Class C | Pro | Locked |
| NEFSX Natixis US Equity Opportunities Fund Class A | Pro | Locked |
| NESNX Natixis US Equity Opportunities Fund Class N | Pro | Locked |
| NESYX Natixis US Equity Opportunities Fund Class Y | Pro | Locked |
| SWANX Schwab Core Equity Fund | Pro | Locked |
| TQCIX Touchstone Dividend Equity Fund-Institutional Class | Pro | Locked |
| TQCCX Touchstone Dividend Equity Fund-Class C | Pro | Locked |
| TQCAX Touchstone Dividend Equity Fund-Class A | Pro | Locked |
| TQCRX Touchstone Dividend Equity Fund Class R6 | Pro | Locked |
| TQCYX Touchstone Dividend Equity Fund-Class Y | Pro | Locked |
| VICAX USA Mutuals Vice Fund Class A | Pro | Locked |
| VICCX USA Mutuals Vice Fund Class C | Pro | Locked |
| VICEX USA Mutuals Vice Fund Investor Class | Pro | Locked |
| VICVX USA Mutuals Vice Fund-Institutional Class | Pro | Locked |
| GMHPX Goldman Sachs Rising Dividend Growth Fund Class P | Pro | Locked |
| GSRAX Goldman Sachs Rising Dividend Growth Fund Class A | Pro | Locked |
| GSRCX Goldman Sachs Rising Dividend Growth Fund Class C | Pro | Locked |
| GSRFX Goldman Sachs Rising Dividend Growth Fund Class R6 | Pro | Locked |
| GSRIX Goldman Sachs Rising Dividend Growth Fund Investor Class | Pro | Locked |
| GSRRX Goldman Sachs Rising Dividend Growth Fund Class R | Pro | Locked |
| GSRLX Goldman Sachs Rising Dividend Growth Fund Institutional Class | Pro | Locked |
| VEIPX Vanguard Equity Income Fund Investor class | Pro | Locked |
| VEIRX Vanguard Equity Income Fund Admiral Class | Pro | Locked |
| VVOAX Invesco Value Opportunities Fund Class A | Pro | Locked |
| VVOCX Invesco Value Opportunities Fund Class C | Pro | Locked |
| VVOIX Invesco Value Opportunities Fund Class Y | Pro | Locked |
| VVONX Invesco Value Opportunities Fund Class R5 | Pro | Locked |
| VVORX Invesco Value Opportunities Fund Class R | Pro | Locked |
| VVOSX Invesco Value Opportunities Fund Class R6 | Pro | Locked |
| MSFRX MFS Total Return Fund Class A | Pro | Locked |
| MSFFX MFS Total Return Fund Class R1 | Pro | Locked |
| MSFHX MFS Total Return Fund Class R3 | Pro | Locked |
| MSFJX MFS Total Return Fund Class R4 | Pro | Locked |
| MSFKX MFS Total Return Fund Class R6 | Pro | Locked |
| MTRBX MFS Total Return Fund Class B | Pro | Locked |
| MTRIX MFS Total Return Fund Class I | Pro | Locked |
| MTRCX MFS Total Return Fund C | Pro | Locked |
| MTRRX MFS Total Return Fund Cl R2 | Pro | Locked |
| CABDX AB Relative Value Fund Class A | Pro | Locked |
| CBBCX AB Relative Value Fund Class C | Pro | Locked |
| CBBYX AB Relative Value Fund Advisor Class | Pro | Locked |
| CBBIX AB Relative Value Fund Class I | Pro | Locked |
| CBBZX AB Relative Value Fund Class Z | Pro | Locked |
| SCDGX DWS Core Equity Fund Class S | Pro | Locked |
| SUWAX DWS Core Equity Fund Class A | Pro | Locked |
| SUWCX DWS Core Equity Fund Class C | Pro | Locked |
| SUWIX DWS Core Equity Fund Class Institutional | Pro | Locked |
| SUWZX DWS Core Equity Fund Class R6 | Pro | Locked |
| NOLVX Northern Funds Large Cap Value Fund | Pro | Locked |
| FEQTX Fidelity Equity Dividend Income Fund | Pro | Locked |
| FETKX Fidelity Equity Dividend Income Fund Class K | Pro | Locked |
| FIAOX Fidelity Equity Dividend Income Fund Class A | Pro | Locked |
| FIAPX Fidelity Equity Dividend Income Fund Class M | Pro | Locked |
| FIAQX Fidelity Equity Dividend Income Fund Class C | Pro | Locked |
| FIAVX Fidelity Equity Dividend Income Fund Class I | Pro | Locked |
| FIAWX Fidelity Equity Dividend Income Fund Class Z | Pro | Locked |
| MDFSX Manning & Napier Disciplined Value Series Class S | Pro | Locked |
| MDVWX Manning & Napier Disciplined Value Series Class W | Pro | Locked |
| MDVZX Manning & Napier Disciplined Value Series Class Z | Pro | Locked |
| MNDFX Manning & Napier Disciplined Value Series Class I | Pro | Locked |
| VAGVX Vanguard Advice Select Global Value Fund Class Admiral | Pro | Locked |
| OFVIX O'Shaughnessy Market Leaders Value Fund Class I | Pro | Locked |
| HWMAX Hotchkis and Wiley Mid-Cap Value Fund Class A | Pro | Locked |
| HWMZX Hotchkis and Wiley Mid-Cap Value Fund Class Z | Pro | Locked |
| HWMIX Hotchkis and Wiley Mid-Cap Value Fund Class I | Pro | Locked |
| HBLFX The Hartford Balanced Income Fund Class F | Pro | Locked |
| HBLCX The Hartford Balanced Income Fund Class C | Pro | Locked |
| HBLIX The Hartford Balanced Income Fund Class I | Pro | Locked |
| HBLAX The Hartford Balanced Income Fund Class A | Pro | Locked |
| HBLRX The Hartford Balanced Income Fund Class R-3 | Pro | Locked |
| HBLVX The Hartford Balanced Income Fund Class R6 | Pro | Locked |
| HBLYX The Hartford Balanced Income Fund Class Y | Pro | Locked |
| HBLTX The Hartford Balanced Income Fund Class R-5 | Pro | Locked |
| HBLSX The Hartford Balanced Income Fund Class R-4 | Pro | Locked |
| VWNAX Vanguard Windsor II Fund Admiral Shares | Pro | Locked |
| VWNFX Vanguard Windsor II Fund | Pro | Locked |
| FDMLX Fidelity Series Intrinsic Opportunities Fund | Pro | Locked |
| LSVEX LSV Value Equity Fund | Pro | Locked |
| LVAEX LSV Value Equity Fund Investor Class | Pro | Locked |
| DCUAX DWS CROCI US Fund Class A | Pro | Locked |
| DCUCX DWS CROCI US Fund Class C | Pro | Locked |
| DCUIX DWS CROCI US Fund Class Institutional | Pro | Locked |
| DCUSX DWS CROCI US Fund Class S | Pro | Locked |
| VMVAX Vanguard Morningstar Mid-Cap Value Index Fund Admiral Class | Pro | Locked |
| VMVIX Vanguard Morningstar Mid-Cap Value Index Fund Investor Class | Pro | Locked |
| FDVKX Fidelity Value Discovery K6 Fund | Pro | Locked |
| FNKLX Fidelity Series Value Discovery Fund | Pro | Locked |
| FVDFX Fidelity Value Discovery Fund | Pro | Locked |
| FVDJX Fidelity Value Discovery Fund Class A | Pro | Locked |
| FVDKX Fidelity Value Discovery Fund Class K | Pro | Locked |
| FVDLX Fidelity Value Discovery Fund Class M | Pro | Locked |
| FVDMX Fidelity Value Discovery Fund Class C | Pro | Locked |
| FVDOX Fidelity Value Discovery Fund Class Z | Pro | Locked |
| FVDNX Fidelity Value Discovery Fund Class I | Pro | Locked |
| HCPCX Hartford Capital Appreciation HLS Fund Class IC | Pro | Locked |
| HIACX Hartford Capital Appreciation HLS Fund Class IA | Pro | Locked |
| HIBCX Hartford Capital Appreciation HLS Fund Class IB | Pro | Locked |
| AADEX American Beacon Large Cap Value Fund Class R5 | Pro | Locked |
| AAGPX American Beacon Large Cap Value Fund Investor Class | Pro | Locked |
| AALRX American Beacon Large Cap Value Fund R6 Class | Pro | Locked |
| ABLYX American Beacon Large Cap Value Fund Y Class | Pro | Locked |
| ALVAX American Beacon Large Cap Value Fund A Class | Pro | Locked |
| ALVCX American Beacon Large Cap Value Fund C Class | Pro | Locked |
| AVASX American Beacon Large Cap Value Fund Advisor Class | Pro | Locked |
| FCAKX Fidelity Capital Appreciation Fund Class K | Pro | Locked |
| FDCAX Fidelity Capital Appreciation Fund | Pro | Locked |
| FLKSX Fidelity Low-Priced Stock K6 Fund Class K6 | Pro | Locked |
| VWIAX Vanguard Wellesley Income Fund Admiral Shares | Pro | Locked |
| VWINX Vanguard Wellesley Income Fund Investor Class | Pro | Locked |
| DTLVX Wilshire Large Company Value Portfolio Fund Investment Class | Pro | Locked |
| FLPCX Fidelity Low-Priced Stock Fund Class A | Pro | Locked |
| FLPDX Fidelity Low-Priced Stock Fund Class M | Pro | Locked |
| FLPFX Fidelity Low-Priced Stock Fund Class I | Pro | Locked |
| FLPEX Fidelity Low-Priced Stock Fund Class C | Pro | Locked |
| FLPGX Fidelity Low-Priced Stock Fund Class Z | Pro | Locked |
| FLPSX Fidelity Low-Priced Stock Fund | Pro | Locked |
| FLPKX Fidelity Low-Priced Stock Fund Class K | Pro | Locked |
| HWACX Hotchkis & Wiley Opportunities Fund Class C | Pro | Locked |
| HWAIX Hotchkis & Wiley Opportunities Fund Class I | Pro | Locked |
| HWAZX Hotchkis & Wiley Opportunities Fund Class Z | Pro | Locked |
| HWAAX Hotchkis & Wiley Opportunities Fund Class A | Pro | Locked |
| WLCVX Wilshire Large Company Value Portfolio Fund Institutional Class | Pro | Locked |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | Locked |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | Locked |
| AABPX American Beacon Balanced Fund Investor Class | Pro | Locked |
| AADBX American Beacon Balanced Fund Class R5 | Pro | Locked |
| ABCCX American Beacon Balanced Fund C Class | Pro | Locked |
| ABFAX American Beacon Balanced Fund A Class | Pro | Locked |
| ABLSX American Beacon Balanced Fund Advisor Class | Pro | Locked |
| ACBYX American Beacon Balanced Fund Y Class | Pro | Locked |
| GAAKX GMO Alternative Allocation Fund Class R6 | Pro | Locked |
| GAAGX GMO Alternative Allocation Fund Class I | Pro | Locked |
| GAAVX GMO Alternative Allocation Fund Class VI | Pro | Locked |
| USLUX US Global Investors Funds Global Luxury Goods Fund | Pro | Locked |
| SEMCX SIMT Mid-Cap Fund Class F | Pro | Locked |
| SFDYX SIMT Mid-Cap Fund Class Y | Pro | Locked |
| SIPIX SIMT Mid-Cap Fund Class I | Pro | Locked |
| ABALX American Balanced Fund Class A | Pro | Locked |
| AFMBX American Balanced Fund Class F3 | Pro | Locked |
| AMBFX American Balanced Fund Class F2 | Pro | Locked |
| BALFX American Balanced Fund Class F1 | Pro | Locked |
| BALCX American Balanced Fund Class C | Pro | Locked |
| CLBEX American Balanced Fund Class 529-E | Pro | Locked |
| CLBAX American Balanced Fund Class 529-A | Pro | Locked |
| CLBCX American Balanced Fund Class 529-C | Pro | Locked |
| CLBFX American Balanced Fund Class 529-F | Pro | Locked |
| FBAFX American Balanced Fund Class 529-F2 | Pro | Locked |
| FBONX American Balanced Fund Class 529-F-3 | Pro | Locked |
| RAMHX American Balanced Fund Class R2E | Pro | Locked |
| RLBBX American Balanced Fund Class R2 | Pro | Locked |
| RLBGX American Balanced Fund Class R6 | Pro | Locked |
| RLBFX American Balanced Fund Class R5 | Pro | Locked |
| RLBAX American Balanced Fund Class R1 | Pro | Locked |
| RLBCX American Balanced Fund Class R3 | Pro | Locked |
| RLBEX American Balanced Fund Class R4 | Pro | Locked |
| RLEFX American Balanced Fund Class R-5E | Pro | Locked |
| ALCEX Avantis US Large Cap Value Fund Class G | Pro | Locked |
| AVLVX Avantis US Large Cap Value Fund Class Institutional | Pro | Locked |
| SABTX SA US Value Fund | Pro | Locked |
| AWSHX Washington Mutual Investors Fund Class A | Pro | Locked |
| CWMAX Washington Mutual Investors Fund Class 529-A Shares | Pro | Locked |
| CWMEX Washington Mutual Investors Fund Class 529-E Shares | Pro | Locked |
| CWMCX Washington Mutual Investors Fund Class 529-C Shares | Pro | Locked |
| CWMFX Washington Mutual Investors Fund Class 529-F-1 | Pro | Locked |
| FWMIX Washington Mutual Investors Fund Class F-3 | Pro | Locked |
| FWMMX Washington Mutual Investors Fund Class 529-F-2 | Pro | Locked |
| FWWMX Washington Mutual Investors Fund Class 529-F-3 | Pro | Locked |
| RWEBX Washington Mutual Investors Fund Class R2E | Pro | Locked |
| RWMAX Washington Mutual Investors Fund Class R-1 Shares | Pro | Locked |
| RWMBX Washington Mutual Investors Fund Class R-2 Shares | Pro | Locked |
| RWMCX Washington Mutual Investors Fund Class R-3 Shares | Pro | Locked |
| RWMFX Washington Mutual Investors Fund Class R-5 Shares | Pro | Locked |
| RWMEX Washington Mutual Investors Fund Class R-4 Shares | Pro | Locked |
| RWMGX Washington Mutual Investors Fund Cl R-6 Shs | Pro | Locked |
| RWMHX Washington Mutual Investors Fund Class R-5E | Pro | Locked |
| WMFFX Washington Mutual Investors Fund Cl F-2 Shs | Pro | Locked |
| WSHFX Washington Mutual Investors Fund Class F1 | Pro | Locked |
| WSHCX Washington Mutual Investors Fund Class C | Pro | Locked |
| FAYZX Fidelity Advisor Multi-Asset Income Fund Class I | Pro | Locked |
| FAZYX Fidelity Advisor Multi-Asset Income Fund Class M | Pro | Locked |
| FIWBX Fidelity Advisor Multi-Asset Income Fund Class Z | Pro | Locked |
| FMSDX Fidelity Advisor Multi-Asset Income Fund | Pro | Locked |
| FWATX Fidelity Advisor Multi-Asset Income Fund Class A | Pro | Locked |
| FWBTX Fidelity Advisor Multi-Asset Income Fund Class C | Pro | Locked |
| JAGRX Janus Henderson Research Portfolio - Institutional Shares | Pro | Locked |
| JAMRX Janus Henderson Research Fund Class T | Pro | Locked |
| JNRFX Janus Henderson Research Fund Class D | Pro | Locked |
| JRACX Janus Henderson Research Fund Class C | Pro | Locked |
| JRAAX Janus Henderson Research Fund Class A | Pro | Locked |
| JRAIX Janus Henderson Research Fund Class I | Pro | Locked |
| JRASX Janus Henderson Research Fund Class S | Pro | Locked |
| JRANX Janus Henderson Research Fund Class N | Pro | Locked |
| JRARX Janus Henderson Research Fund Class R | Pro | Locked |
| FSWCX Fidelity SAI US Value Index Fund | Pro | Locked |
| GVALX Gotham Large Value Fund Institutional Class | Pro | Locked |
| MSTQX Morningstar US Equity Fund Institutional Class | Pro | Locked |
| VIMAX Vanguard Morningstar Mid-Cap Index Fund Admiral Class | Pro | Locked |
| VIMSX Vanguard Morningstar Mid-Cap Index Fund Investor Class | Pro | Locked |
| VMCIX Vanguard Morningstar Mid-Cap Index Fund Institutional Class | Pro | Locked |
| VMCPX Vanguard Morningstar Mid-Cap Index Fund Institutional Plus Class | Pro | Locked |
| EQTKX Shelton Equity Income Fund Class K | Pro | Locked |
| EQTIX Shelton Equity Income Fund Investor Class | Pro | Locked |
| FIMVX Fidelity Mid Cap Value Index Fund | Pro | Locked |
| JANWX Janus Henderson Global Research Fund Class D | Pro | Locked |
| JAWWX Janus Henderson Global Research Fund Class T | Pro | Locked |
| JDWAX Janus Henderson Global Research Fund Class A | Pro | Locked |
| JDWNX Janus Henderson Global Research Fund Class N | Pro | Locked |
| JDWRX Janus Henderson Global Research Fund Class R | Pro | Locked |
| JWGRX Janus Henderson Global Research Fund Class S | Pro | Locked |
| JWWFX Janus Henderson Global Research Fund Class I | Pro | Locked |
| JWWCX Janus Henderson Global Research Fund Class C | Pro | Locked |
| GCPAX Gateway Equity Call Premium Fund Class A | Pro | Locked |
| GCPCX Gateway Equity Call Premium Fund Class C | Pro | Locked |
| GCPNX Gateway Equity Call Premium Fund Class N | Pro | Locked |
| GCPYX Gateway Equity Call Premium Fund Class Y | Pro | Locked |
| JAWGX Janus Henderson Global Research Portfolio - Institutional Shares | Pro | Locked |
| PCLVX PACE Large Company Value Equity Investments Class P | Pro | Locked |
| PCPAX PACE Large Company Value Equity Investments Class A | Pro | Locked |
| ANWPX New Perspective Fund Class A | Pro | Locked |
| ANWFX New Perspective Fund Class F-2 | Pro | Locked |
| AUENX AQR Large Cap Defensive Style Fund Class N | Pro | Locked |
| AUEIX AQR Large Cap Defensive Style Fund Class I | 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 |
| NPFCX New Perspective Fund Class C | Pro | Locked |
| NPFFX New Perspective Fund Class F-1 | Pro | Locked |
| QUERX AQR Large Cap Defensive Style Fund Class R6 | 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 |
| DSHFX Destinations Shelter Fund Class I | Pro | Locked |
| DSHZX Destinations Shelter Fund Class Z | Pro | Locked |
| QRPRX AQR Alternative Risk Premia Fund Class R6 | Pro | Locked |
| QRPIX AQR Alternative Risk Premia Fund Class I | Pro | Locked |
| QRPNX AQR Alternative Risk Premia Fund Class N | 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 |
| 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 |
| RMEAX Aspiriant Risk-Managed Equity Allocation Fund Adv Shs | 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 |
| FIDJX Fidelity SAI Sustainable Sector Fund | Pro | Locked |
| FSMDX Fidelity Mid Cap Index Fund | Pro | Locked |
| GSPFX Gotham Enhanced S&P 500 Index Fund Institutional Class | 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 |
| 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 |
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