Mutual Funds Holding UFPI

Mutual Funds Holding UFPI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free
528
Total Funds
RSEIX
Highest: 3.1%
SSMHX
Lowest ER: 0.02%
0.38%
Avg Weight

Mutual Funds 401-528 of 528 with UFPI

Fund Weight
BSGRX
BlackRock Advantage Small Cap Growth Fund Class R
ProLocked
PSGKX
BlackRock Advantage Small Cap Growth Fund Class K
ProLocked
AVUNX
Avantis US Equity Fund Class G
ProLocked
AVUSX
Avantis US Equity Fund Institutional Class
ProLocked
DFQTX
DFA US Core Equity 2 Portfolio
ProLocked
GSEQX
Goldman Sachs Multi-Manager Global Equity Fund Class R6
ProLocked
PDARX
Principal Diversified Real Asset Fund Class R6
ProLocked
PDRDX
Principal Diversified Real Asset Fund Institutional Class
ProLocked
PGDRX
Principal Diversified Real Asset Fund Class R3
ProLocked
PRDAX
Principal Diversified Real Asset Fund Class A
ProLocked
SFLNX
Schwab Fundamental US Large Company Index Fund
ProLocked
VSEQX
Vanguard Strategic Equity Fund Investor Class
ProLocked
DFUEX
DFA US Social Core Equity 2 Portfolio
ProLocked
AABCX
Franklin Dynamic Asset Allocation Balanced Fund Class C
ProLocked
DFEOX
DFA US Core Equity 1 Portfolio
ProLocked
DSMZX
Destinations Small-Mid Cap Equity Fund Class Z
ProLocked
DSMFX
Destinations Small-Mid Cap Equity Fund Class I
ProLocked
FECGX
Fidelity Small Cap Growth Index Fund
ProLocked
FNCMX
Fidelity NASDAQ Composite Index
ProLocked
FSUMX
Fidelity Series Sustainable US Market Fund
ProLocked
JAFVX
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav
ProLocked
PAARX
Franklin Dynamic Asset Allocation Balanced Fund Class R
ProLocked
PABAX
Franklin Dynamic Asset Allocation Balanced Fund Class A
ProLocked
PABYX
Franklin Dynamic Asset Allocation Balanced Fund Class Y
ProLocked
PAEAX
Franklin Dynamic Asset Allocation Growth Fund Class A
ProLocked
PAECX
Franklin Dynamic Asset Allocation Growth Fund Class C
ProLocked
PAGYX
Franklin Dynamic Asset Allocation Growth Fund Class Y
ProLocked
PASRX
Franklin Dynamic Asset Allocation Growth Fund Class R
ProLocked
QMHIX
AQR Managed Futures Strategy HV Fund Class I
ProLocked
QMHNX
AQR Managed Futures Strategy HV Fund Class N
ProLocked
QMHRX
AQR Managed Futures Strategy HV Fund Class R6
ProLocked
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shs
ProLocked
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Class
ProLocked
VRTGX
Vanguard Russell 2000 Growth Index Fund Insti Cl
ProLocked
DFSIX
DFA US Sustainability Core I Portfolio Institutional Class
ProLocked
MASPX
BlackRock Advantage SMID Cap Fund Inc Institutional Class
ProLocked
MCSPX
BlackRock Advantage SMID Cap Fund Inc Class C
ProLocked
MDSPX
BlackRock Advantage SMID Cap Fund Inc Class A
ProLocked
MKSPX
BlackRock Advantage SMID Cap Fund Inc Class K
ProLocked
MRSPX
BlackRock Advantage SMID Cap Fund Inc Class R
ProLocked
PAAEX
Franklin Dynamic Asset Allocation Balanced Fund Class R6
ProLocked
PAADX
Franklin Dynamic Asset Allocation Balanced Fund Class R5
ProLocked
PAEEX
Franklin Dynamic Asset Allocation Growth Fund Class R6
ProLocked
PADEX
Franklin Dynamic Asset Allocation Growth Fund Class R5
ProLocked
AQMIX
AQR Managed Futures Strategy Fund Class I
ProLocked
AQMNX
AQR Managed Futures Strategy Fund Class N
ProLocked
AQMRX
AQR Managed Futures Strategy Fund Class R6
ProLocked
CISIX
Calvert US Large Cap Core Responsible Index Fund Class I
ProLocked
CSXAX
Calvert US Large Cap Core Responsible Index Fund Class A
ProLocked
CSXRX
Calvert US Large Cap Core Responsible Index Fund Class R6
ProLocked
CSXCX
Calvert US Large Cap Core Responsible Index Fund Class C
ProLocked
FCFMX
Fidelity Series Total Market Index Fund
ProLocked
FSAKX
Strategic Advisers US Total Stock Fund
ProLocked
FSKAX
Fidelity Total Market Index Fund
ProLocked
FZROX
Fidelity ZERO Total Market Index Fund
ProLocked
JAFEX
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav
ProLocked
JAFFX
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series II
ProLocked
JETSX
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I
ProLocked
KCXIX
Knights of Columbus US All Cap Index Fund I Class
ProLocked
PACAX
Franklin Dynamic Asset Allocation Conservative Fund Class A
ProLocked
PACCX
Franklin Dynamic Asset Allocation Conservative Fund Class C
ProLocked
PACRX
Franklin Dynamic Asset Allocation Conservative Fund Class R
ProLocked
PACYX
Franklin Dynamic Asset Allocation Conservative Fund Class Y
ProLocked
PMICX
Franklin Multi-Asset Income Fund Class C
ProLocked
PMIRX
Franklin Multi-Asset Income Fund Class R
ProLocked
PMIAX
Franklin Multi-Asset Income Fund Class A
ProLocked
PMIVX
Franklin Multi-Asset Income Fund Class R6
ProLocked
PMIYX
Franklin Multi-Asset Income Fund Class Y
ProLocked
SNXFX
Schwab 1000 Index Fund
ProLocked
SSBIX
State Street Balanced Index Fund Class K
ProLocked
SSTTX
State Street Total Return V.I.S. Fund CL 3
ProLocked
SSTIX
State Street Total Return V.I.S. Fund CL1
ProLocked
SWTSX
Schwab Total Stock Market Index Fund
ProLocked
TLSTX
Nuveen Life Stock Index Fund
ProLocked
USCRX
Victory Cornerstone Moderately Aggressive Fund Class Fund shares
ProLocked
VBAIX
Vanguard Balanced Index Fund Institutional Plus
ProLocked
VBIAX
Vanguard Balanced Index Fund admiral Class
ProLocked
VITNX
Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Class
ProLocked
VITPX
Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class
ProLocked
VRTTX
Vanguard Russell 3000 Index Fund Institutional
ProLocked
VBINX
Vanguard Balanced Index Fund
ProLocked
VTWAX
Vanguard Total World Stock Index Fund Admiral Class
ProLocked
VTWIX
Vanguard Total World Stock Index Fund Inst Shs
ProLocked
WFIVX
Wilshire 5000 Index Fund Investment Class
ProLocked
WINDX
Wilshire 5000 Index Fund Institutional Class
ProLocked
SAMKX
SA US Core Market Fund
ProLocked
BASMX
iShares Total US Stock Market Index Fund Class Investor A
ProLocked
BITSX
iShares Total US Stock Market Index Fund Institutional Class
ProLocked
BKTSX
iShares Total US Stock Market Index Fund Class K
ProLocked
PACDX
Franklin Dynamic Asset Allocation Conservative Fund Class R5
ProLocked
PCCEX
Franklin Dynamic Asset Allocation Conservative Fund Class R6
ProLocked
PMILX
Franklin Multi-Asset Income Fund Class R5
ProLocked
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
ProLocked
ETTOX
E TRADE No Fee Total Market Index Fund
ProLocked
FCTDX
Strategic Advisers Fidelity US Total Stock Fund
ProLocked
GARUX
Goldman Sachs Absolute Return Tracker Fund Class R6
ProLocked
GARTX
Goldman Sachs Absolute Return Tracker Fund Class A
ProLocked
GCRTX
Goldman Sachs Absolute Return Tracker Fund Class C
ProLocked
GJRTX
Goldman Sachs Absolute Return Tracker Fund Class I
ProLocked
GRRTX
Goldman Sachs Absolute Return Tracker Fund Class R
ProLocked
GSGPX
Goldman Sachs Absolute Return Tracker Fund Class P
ProLocked
GSRTX
Goldman Sachs Absolute Return Tracker Fund Investor Class
ProLocked
NCGFX
New Covenant Growth Fund
ProLocked
PABFX
PGIM Balanced Fund Class Z
ProLocked
PABCX
PGIM Balanced Fund Class C
ProLocked
PALRX
PGIM Balanced Fund Class R
ProLocked
PCSMX
Principal SmallCap Growth Fund I Class R6
ProLocked
PGRTX
Principal SmallCap Growth Fund Institutional Class
ProLocked
PIBQX
PGIM Balanced Fund Class R6
ProLocked
PIBAX
PGIM Balanced Fund Class A
ProLocked
PPNMX
Principal SmallCap Growth Fund I Class R-3
ProLocked
PPNPX
Principal SmallCap Growth Fund I Class R-5
ProLocked
PSIJX
Principal SmallCap Growth Fund I
ProLocked
TCEPX
Nuveen Equity Index Fund Premier Class
ProLocked
TEIHX
Nuveen Equity Index Fund Class I
ProLocked
TEQWX
Nuveen Equity Index Fund Class W
ProLocked
TIEIX
Nuveen Equity Index Fund Class R6
ProLocked
TINRX
Nuveen Equity Index Fund Class A
ProLocked
TIQRX
Nuveen Equity Index Fund Retirement Class
ProLocked
QNZNX
AQR Trend Total Return Fund Class N
ProLocked
QNZRX
AQR Trend Total Return Fund Class R6
ProLocked
QNZIX
AQR Trend Total Return Fund Class I
ProLocked
QMNNX
AQR Equity Market Neutral Fund Class N
ProLocked
QMNIX
AQR Equity Market Neutral Fund Class I
ProLocked
QMNRX
AQR Equity Market Neutral Fund Class R6
ProLocked
QLENX
AQR Long-Short Equity Fund Class N
ProLocked
QLEIX
AQR Long-Short Equity Fund Class I
ProLocked
QLERX
AQR Long-Short Equity Fund Class R6
ProLocked
FundXLS Pro
See all 528 mutual funds holding UFPI
Every fund with its exact weight, market value, category and scores. Plus filtering and CSV export.
From MarketXLS, trusted since 2014.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
The Portfolio X-Ray: see what you actually own Cancel anytime
FundXLS

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.

From MarketXLS, trusted since 2014