Mutual Funds Holding UMBF
Mutual Funds Holding UMBF
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Mutual Funds Holding UMBF
Get exposure to UMB Financial Corporation through 675 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 675 Mutual Funds with UMBF
| Fund ↕ | Weight ↓ | |
|---|---|---|
| TASCX Third Avenue Small Cap Value Fund Institutional Class | 4.91% | View |
| TASZX Third Avenue Small Cap Value Fund Class Z | 4.91% | View |
| TVSVX Third Avenue Small Cap Value Fund Investor Class | 4.91% | View |
| FSRBX Fidelity Select Banking Portfolio | 3.65% | View |
| VSSVX VALIC Company I Small Cap Special Values Fund | 3.15% | View |
| ESPAX Allspring Special Small Cap Value Fund Class A | 3.08% | View |
| ESPNX Allspring Special Small Cap Value Fund institutional | 3.08% | View |
| ESPIX Allspring Special Small Cap Value Fund Admin Class | 3.08% | View |
| ESPRX Allspring Special Small Cap Value Fund Class R6 | 3.08% | View |
| ACSCX American Century Small Cap Value Fund Class A | 2.20% | View |
| ACVIX American Century Small Cap Value Fund Class I | Pro | Locked |
| ASVGX American Century Small Cap Value Fund Class R5 | Pro | Locked |
| ASVDX American Century Small Cap Value Fund Class R6 | Pro | Locked |
| ASVHX American Century Small Cap Value Fund Class G | Pro | Locked |
| ASVIX American Century Small Cap Value Fund Investor Class | Pro | Locked |
| ASVNX American Century Small Cap Value Fund Class C | Pro | Locked |
| ASVRX American Century Small Cap Value Fund Class R | Pro | Locked |
| ASVYX American Century Small Cap Value Fund Class Y | Pro | Locked |
| JEQIX Johnson Equity Income Fund | Pro | Locked |
| JEQSX Johnson Equity Income Fund Class S | Pro | Locked |
| LSOFX LS Opportunity Fund Class Institutional | Pro | Locked |
| FSCAX Nuveen Small Cap Value Fund Class A | Pro | Locked |
| FSCCX Nuveen Small Cap Value Fund Class I | Pro | Locked |
| FSCVX Nuveen Small Cap Value Fund Class C | Pro | Locked |
| FSCWX Nuveen Small Cap Value Fund Class R6 | Pro | Locked |
| RPPRX Victory RS Partners Fund Class R6 | Pro | Locked |
| RSPFX Victory RS Partners Fund Class A | Pro | Locked |
| RSPMX Victory RS Partners Fund Member Class | Pro | Locked |
| RSPKX Victory RS Partners Fund Class R | Pro | Locked |
| RSPYX Victory RS Partners Fund Class Y | Pro | Locked |
| MAVKX MoA Small Cap Value Fund | Pro | Locked |
| ANVIX Virtus NFJ Large Cap Value Fund Institutional Class | Pro | Locked |
| PNBAX Virtus NFJ Large Cap Value Fund Class A | Pro | Locked |
| PNBCX Virtus NFJ Large Cap Value Fund Class C | Pro | Locked |
| VAAGX Virtus NFJ Large Cap Value Fund Class R6 | Pro | Locked |
| SASVX Virtus Ceredex Small-Cap Value Equity Fund A | Pro | Locked |
| SCETX Virtus Ceredex Small-Cap Value Equity Fund I | Pro | Locked |
| STCEX Virtus Ceredex Small-Cap Value Equity Fund C | Pro | Locked |
| VVERX Virtus Ceredex Small-Cap Value Equity Fund Class R6 | Pro | Locked |
| WCMLX WCM Small Cap Growth Fund Institutional Class | Pro | Locked |
| WCMNX WCM Small Cap Growth Fund Investor Class | Pro | Locked |
| NBGAX Neuberger Genesis Fund Advisor Class | Pro | Locked |
| NBGEX Neuberger Genesis Fund | Pro | Locked |
| NBGIX Neuberger Genesis Fund Institutional Class | Pro | Locked |
| NBGNX Neuberger Genesis Fund Investor Class | Pro | Locked |
| NRGEX Neuberger Genesis Fund Class E | Pro | Locked |
| NRGSX Neuberger Genesis Fund Class R6 | Pro | Locked |
| HASCX Harbor Small Cap Value Fund Insti Cl | Pro | Locked |
| HISVX Harbor Small Cap Value Fund Investor Class | Pro | Locked |
| HNVRX Harbor Small Cap Value Fund Retirement Class | Pro | Locked |
| HSVRX Harbor Small Cap Value Fund Administrative Class | Pro | Locked |
| LKSMX LKCM Small-Mid Cap Equity Fund | Pro | Locked |
| JOPPX Johnson Opportunity Fund | Pro | Locked |
| JOSSX Johnson Opportunity Fund Class S | Pro | Locked |
| PLLAX Principal SmallCap Fund Class A | Pro | Locked |
| PSBJX Principal SmallCap Fund Class J | Pro | Locked |
| PSBMX Principal SmallCap Fund Class R-3 | Pro | Locked |
| PSBPX Principal SmallCap Fund Class R-5 | Pro | Locked |
| PSLIX Principal SmallCap Fund Institutional Class | Pro | Locked |
| PSMLX Principal SmallCap Fund Class R6 | Pro | Locked |
| GOGFX Victory Sycamore Small Company Opportunity Fund Class R | Pro | Locked |
| SSGSX Victory Sycamore Small Company Opportunity Fund Class A | Pro | Locked |
| VSOIX Victory Sycamore Small Company Opportunity Fund Class I | Pro | Locked |
| VSORX Victory Sycamore Small Company Opportunity Fund Class R6 | Pro | Locked |
| VSOYX Victory Sycamore Small Company Opportunity Fund Class Y | Pro | Locked |
| ARSTX Nuveen Small Cap Select Fund Class I | Pro | Locked |
| ASEFX Nuveen Small Cap Select Fund Class R6 | Pro | Locked |
| EMGRX Nuveen Small Cap Select Fund Class A | 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 |
| STRGX Sterling Capital Mid Cap Relative Value Fund Instl Class | Pro | Locked |
| STRLX Sterling Capital Mid Cap Relative Value Fund Class A | Pro | Locked |
| STRNX Sterling Capital Mid Cap Relative Value Fund Class C | Pro | Locked |
| TRSLX Transamerica Small Cap Value Fund Class R | Pro | Locked |
| TSLAX Transamerica Small Cap Value Fund Class A | Pro | Locked |
| TSLCX Transamerica Small Cap Value Fund Class C | Pro | Locked |
| TSLFX Transamerica Small Cap Value Fund Class R4 | Pro | Locked |
| TSLIX Transamerica Small Cap Value Fund Class I | Pro | Locked |
| TSLRX Transamerica Small Cap Value Fund Class R6 | Pro | Locked |
| TSLTX Transamerica Small Cap Value Fund Class i3 | Pro | Locked |
| SCMCX Sterling Capital Mid Cap Relative Value Fund Class R6 | 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 |
| SKSEX AMG GW&K Small Cap Value Fund Class N | Pro | Locked |
| SKSIX AMG GW&K Small Cap Value Fund Class I | Pro | Locked |
| SKSZX AMG GW&K Small Cap Value Fund Class Z | Pro | Locked |
| GSQRX Goldman Sachs Small Cap Value Fund Class R | Pro | Locked |
| GSQTX Goldman Sachs Small Cap Value Fund Investor Class | Pro | Locked |
| GSSCX Goldman Sachs Small Cap Value Fund Class C Shares | Pro | Locked |
| GSSMX Goldman Sachs Small Cap Value Fund A Shares | Pro | Locked |
| GSSSX Goldman Sachs Small Cap Value Fund Service Shares | Pro | Locked |
| GSSUX Goldman Sachs Small Cap Value Fund Class R6 | Pro | Locked |
| GSSIX Goldman Sachs Small Cap Value Fund Institutional Shares | Pro | Locked |
| GSYPX Goldman Sachs Small Cap Value Fund Class P Shares | Pro | Locked |
| ABASX AB DISCOVERY VALUE FUND A | Pro | Locked |
| ABCSX AB DISCOVERY VALUE FUND C | Pro | Locked |
| ABSIX AB DISCOVERY VALUE FUND I | Pro | Locked |
| ABSZX AB DISCOVERY VALUE FUND Z | Pro | Locked |
| ABYSX AB DISCOVERY VALUE FUND Advisor | Pro | Locked |
| SCAVX AB Small Cap Value Portfolio | Pro | Locked |
| SCCVX AB Small Cap Value Portfolio | Pro | Locked |
| SCYVX AB Small Cap Value Portfolio | Pro | Locked |
| FFBFX Emerald Finance and Banking Innovation Fund Investor Class | Pro | Locked |
| HSSCX Emerald Finance and Banking Innovation Fund Class C | Pro | Locked |
| HSSIX Emerald Finance and Banking Innovation Fund Institutional Class | Pro | Locked |
| HSSAX Emerald Finance and Banking Innovation Fund Class A | Pro | Locked |
| LKSCX LKCM Small Cap Equity Fund Institutional Class | Pro | Locked |
| GMCUX Goldman Sachs Small/Mid Cap Value Fund Class R6 | Pro | Locked |
| GMVAX Goldman Sachs Small/Mid Cap Value Fund Class A | Pro | Locked |
| GMVIX Goldman Sachs Small/Mid Cap Value Fund Investor Class | Pro | Locked |
| GMVCX Goldman Sachs Small/Mid Cap Value Fund Class C | Pro | Locked |
| GMVRX Goldman Sachs Small/Mid Cap Value Fund Class R | Pro | Locked |
| GSMVX Goldman Sachs Small/Mid Cap Value Fund Institutional Class | Pro | Locked |
| GSVPX Goldman Sachs Small/Mid Cap Value Fund Class P Shares | Pro | Locked |
| SMAYX SIMT Small Cap Growth Fund Class Y | Pro | Locked |
| SPWIX SIMT Small Cap Growth Fund Institutional Class | Pro | Locked |
| SSCGX SIMT Small Cap Growth Fund Class F | Pro | Locked |
| GWETX AMG GW&K Small Cap Core Fund Class N | Pro | Locked |
| GWEIX AMG GW&K Small Cap Core Fund Class I | Pro | Locked |
| GWEZX AMG GW&K Small Cap Core Fund Class Z | Pro | Locked |
| FIDSX Fidelity Select Financial Services Portfolio | Pro | Locked |
| FAFCX Fidelity Advisor Financials Fund Class C | Pro | Locked |
| FAFDX Fidelity Advisor Financials Fund Class A | Pro | Locked |
| FAFSX Fidelity Advisor Financials Fund Class M | Pro | Locked |
| FFSIX Fidelity Advisor Financials Fund Class I | Pro | Locked |
| FIKBX Fidelity Advisor Financials Fund Class Z | Pro | Locked |
| FSMBX Tributary Small/Mid Cap Fund Institutional Plus Class | Pro | Locked |
| FSMCX Tributary Small/Mid Cap Fund Institutional Class | Pro | Locked |
| LGASX ClearBridge Small Cap Fund Class FI | Pro | Locked |
| LISGX ClearBridge Small Cap Fund Class IS | Pro | Locked |
| LMARX ClearBridge Small Cap Fund Class R | Pro | Locked |
| LMASX ClearBridge Small Cap Fund Class C | Pro | Locked |
| LMNSX ClearBridge Small Cap Fund Class I | Pro | Locked |
| LMSAX ClearBridge Small Cap Fund Class A | Pro | Locked |
| REGWX Victory RS Small Cap Growth Fund Class C | Pro | Locked |
| RSEJX Victory RS Small Cap Growth Fund Class R6 | Pro | Locked |
| RSEGX Victory RS Small Cap Growth Fund Class A | Pro | Locked |
| RSYEX Victory RS Small Cap Growth Fund Class Y | 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 |
| 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 |
| QLMMIX ClearBridge Variable Mid Cap Portfolio Class I | Pro | Locked |
| QLMPTX ClearBridge Variable Mid Cap Portfolio Class II | Pro | Locked |
| ANPRX Virtus NFJ Mid-Cap Value Fund Class R6 | Pro | Locked |
| GWGIX AMG GW&K Small/Mid Cap Fund Class I | Pro | Locked |
| GWGVX AMG GW&K Small/Mid Cap Fund Class N | Pro | Locked |
| GWGZX AMG GW&K Small/Mid Cap Fund Class Z | Pro | Locked |
| PQNAX Virtus NFJ Mid-Cap Value Fund Class A | Pro | Locked |
| PQNCX Virtus NFJ Mid-Cap Value Fund Class C | Pro | Locked |
| PRNIX Virtus NFJ Mid-Cap Value Fund Institutional Class | Pro | Locked |
| PRISX T. Rowe Price Financial Services Fund Investor Class | Pro | Locked |
| TFIFX T. Rowe Price Financial Services Fund Class I | Pro | Locked |
| ANDVX Virtus NFJ Dividend Value Fund Class R6 | Pro | Locked |
| NFJEX Virtus NFJ Dividend Value Fund Institutional Class | Pro | Locked |
| PNEAX Virtus NFJ Dividend Value Fund Class A | Pro | Locked |
| PNECX Virtus NFJ Dividend Value Fund Class C | Pro | Locked |
| RSVAX Victory RS Value Fund Class A | Pro | Locked |
| RSVYX Victory RS Value Fund Class Y | Pro | Locked |
| RVACX Victory RS Value Fund Class C | Pro | Locked |
| RYBKX Rydex Banking Fund Class A | Pro | Locked |
| RYKAX Rydex Banking Fund Class H | Pro | Locked |
| RYKCX Rydex Banking Fund Class C | Pro | Locked |
| RYKIX Rydex Banking Fund Investor Class | Pro | Locked |
| BOSOX Boston Trust Walden Small Cap Fund | Pro | Locked |
| ANFVX Virtus NFJ Small-Cap Value Fund Class R6 | Pro | Locked |
| PCVAX Virtus NFJ Small-Cap Value Fund Class A | Pro | Locked |
| PCVCX Virtus NFJ Small-Cap Value Fund Class C | Pro | Locked |
| PSVIX Virtus NFJ Small-Cap Value Fund Institutional Class | Pro | Locked |
| BKPSX Banks UltraSector ProFund | Pro | Locked |
| BKPIX Banks UltraSector ProFund | Pro | Locked |
| NDVCX MFS New Discovery Value Fund Class C | Pro | Locked |
| NDVBX MFS New Discovery Value Fund Class B | Pro | Locked |
| NDVIX MFS New Discovery Value Fund Class I | Pro | Locked |
| NDVRX MFS New Discovery Value Fund Class R1 | Pro | Locked |
| NDVSX MFS New Discovery Value Fund Class R2 | Pro | Locked |
| NDVUX MFS New Discovery Value Fund Class R4 | Pro | Locked |
| NDVTX MFS New Discovery Value Fund Class R3 | Pro | Locked |
| NDVAX MFS New Discovery Value Fund Class A | Pro | Locked |
| NDVVX MFS New Discovery Value Fund Class R6 | Pro | Locked |
| PSLAX Putnam Small Cap Value Fund Class A | Pro | Locked |
| PSLCX Putnam Small Cap Value Fund Class C | Pro | Locked |
| PYSVX Putnam Small Cap Value Fund Class Y | Pro | Locked |
| PSCMX Putnam Small Cap Value Fund Class R6 | Pro | Locked |
| PSCRX Putnam Small Cap Value Fund Class R | Pro | Locked |
| NEFJX Vaughan Nelson Small Cap Fund Class A | Pro | Locked |
| NEJCX Vaughan Nelson Small Cap Fund Class C | Pro | Locked |
| NEJYX Vaughan Nelson Small Cap Fund Class Y | Pro | Locked |
| VSCNX Vaughan Nelson Small Cap Fund Class N | Pro | Locked |
| FFGRX Emerald Growth Fund Investor Class | Pro | Locked |
| FGROX Emerald Growth Fund Institutional Class | Pro | Locked |
| HSPCX Emerald Growth Fund Class C | Pro | Locked |
| HSPGX Emerald Growth Fund Class A | 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 |
| SCRSX Bernstein Small Cap Core Portfolio - SCB | Pro | Locked |
| SCRZX Bernstein Small Cap Core Portfolio-Z | Pro | Locked |
| SCRYX Bernstein Small Cap Core Portfolio-Advisor | Pro | Locked |
| VVMCX VALIC Company I Mid Cap Value Fund | Pro | Locked |
| SLLAX SIMT Small Cap Fund Class F | Pro | Locked |
| SMYFX SIMT Small Cap Fund Class Y | Pro | Locked |
| LMOIX ClearBridge Small Cap Growth Fund Class IS | Pro | Locked |
| LMPMX ClearBridge Small Cap Growth Fund Class 1 | Pro | Locked |
| LMPOX ClearBridge Small Cap Growth Fund Class R | Pro | Locked |
| LMPSX ClearBridge Small Cap Growth Fund Class FI | Pro | Locked |
| SASMX ClearBridge Small Cap Growth Fund Class A | Pro | Locked |
| SBPYX ClearBridge Small Cap Growth Fund Class I | Pro | Locked |
| SCSMX ClearBridge Small Cap Growth Fund Class C | Pro | Locked |
| QLMSIX ClearBridge Variable Small Cap Growth Portfolio Class I | Pro | Locked |
| QLMSTX ClearBridge Variable Small Cap Growth Portfolio Class II | Pro | Locked |
| VEXPX Vanguard Explorer Fund Investor Class | Pro | Locked |
| VEXRX Vanguard Explorer Fund Admiral Shares | Pro | Locked |
| IACIX VY American Century Small-Mid Cap Value Portfolio Initial | Pro | Locked |
| IASAX VY American Century Small-Mid Cap Value Portfolio Advisor Class | Pro | Locked |
| IASSX VY American Century Small-Mid Cap Value Portfolio Class S | Pro | Locked |
| ISMSX VY American Century Small-Mid Cap Value Portfolio S2 | Pro | Locked |
| TLEQX Nuveen Life Small Cap Equity Fund | Pro | Locked |
| VSFAX Federated Hermes MDT Small Cap Value Fund Class A | Pro | Locked |
| VSFCX Federated Hermes MDT Small Cap Value Fund Class C | Pro | Locked |
| VSFIX Federated Hermes MDT Small Cap Value Fund Institutional Class | Pro | Locked |
| VSFRX Federated Hermes MDT Small Cap Value Fund Class R | Pro | Locked |
| VSFSX Federated Hermes MDT Small Cap Value Fund Class R6 | 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 |
| ICSCX William Blair Small Cap Value Fund Instl Cl | Pro | Locked |
| WBVNX William Blair Small Cap Value Fund Class N | Pro | Locked |
| WBVRX William Blair Small Cap Value Fund | 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 |
| VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class | Pro | Locked |
| WDSAX Allspring Disciplined Small Cap Fund Class A | Pro | Locked |
| WSCJX Allspring Disciplined Small Cap Fund Class R6 | Pro | Locked |
| WSCOX Allspring Disciplined Small Cap Fund Institutional Class | Pro | Locked |
| FJACX Fidelity Series Small Cap Discovery Fund | Pro | Locked |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | Locked |
| FISVX Fidelity Small Cap Value Index Fund | Pro | Locked |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | Locked |
| MLPIX Mid-Cap Value ProFund | Pro | Locked |
| MLPSX Mid-Cap Value ProFund | 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 |
| 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 |
| JSVPX JPMorgan Small Cap Value Fund Class R3 | Pro | Locked |
| JSVRX JPMorgan Small Cap Value Fund Class R5 | Pro | Locked |
| JSVQX JPMorgan Small Cap Value Fund Class R4 | Pro | Locked |
| JSVUX JPMorgan Small Cap Value Fund Class R6 | Pro | Locked |
| JSVZX JPMorgan Small Cap Value Fund Class R2 | Pro | Locked |
| OSVCX JPMorgan Small Cap Value Fund Class C | Pro | Locked |
| PSOAX JPMorgan Small Cap Value Fund Class A | Pro | Locked |
| PSOPX JPMorgan Small Cap Value Fund Class I | Pro | Locked |
| VVSCX VALIC Company I Small Cap Value Fund | Pro | Locked |
| PMYYX Putnam Core Equity Fund Class Y | Pro | Locked |
| PMYAX Putnam Core Equity Fund Class A | Pro | Locked |
| PMYCX Putnam Core Equity Fund Class C | Pro | Locked |
| PMYTX Putnam Core Equity Fund Class R6 | Pro | Locked |
| MMGEX MassMutual Small Cap Growth Equity Fund Class A | Pro | Locked |
| MMNJX MassMutual Small Cap Growth Equity Fund Class Y | 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 |
| QASGX Federated Hermes MDT Small Cap Growth Fund Class A | Pro | Locked |
| QCSGX Federated Hermes MDT Small Cap Growth Fund Class C | Pro | Locked |
| QISGX Federated Hermes MDT Small Cap Growth Fund Institutional Class | Pro | Locked |
| QLSGX Federated Hermes MDT Small Cap Growth Fund Class R6 | Pro | Locked |
| DPIAX Destra Flaherty & Crumrine Preferred and Income Fund Class A | Pro | Locked |
| DPICX Destra Flaherty & Crumrine Preferred and Income Fund Class C | Pro | Locked |
| DPIIX Destra Flaherty & Crumrine Preferred and Income Fund Class I | Pro | Locked |
| NOSGX Northern Funds Small Cap Value Fund | Pro | Locked |
| TQSAX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class | Pro | Locked |
| TQSIX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Class I | Pro | Locked |
| TQSMX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class | Pro | Locked |
| ASMNX AQR Small Cap Momentum Style Fund Class N | Pro | Locked |
| ASMOX AQR Small Cap Momentum Style Fund Class I | 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 |
| QSMRX AQR Small Cap Momentum Style Fund Class R6 | Pro | Locked |
| BRSVX Bridgeway Small Cap Value Fund Class N | Pro | Locked |
| CFSSX Column Small Cap Select Fund | Pro | Locked |
| GSATX Goldman Sachs Small Cap Value Insights Fund Cl A | Pro | Locked |
| GSCTX Goldman Sachs Small Cap Value Insights Fund Cl C | Pro | Locked |
| GSITX Goldman Sachs Small Cap Value Insights Fund Institutional Class | Pro | Locked |
| GSXPX Goldman Sachs Small Cap Value Insights Fund Class P Shares | Pro | Locked |
| GTTUX Goldman Sachs Small Cap Value Insights Fund Class R6 | Pro | Locked |
| GTTTX Goldman Sachs Small Cap Value Insights Fund Investor Class | Pro | Locked |
| GTTRX Goldman Sachs Small Cap Value Insights Fund Cl R | Pro | Locked |
| CAPAX Federated Hermes Capital Income Fund Class A | Pro | Locked |
| CAPCX Federated Hermes Capital Income Fund Class C | Pro | Locked |
| CAPFX Federated Hermes Capital Income Fund Class F | Pro | Locked |
| CAPRX Federated Hermes Capital Income Fund Class R | Pro | Locked |
| CAPSX Federated Hermes Capital Income Fund Institutional Class | Pro | Locked |
| FMUAX Federated Hermes Muni and Stock Advantage Fund Class A | Pro | Locked |
| FMUCX Federated Hermes Muni and Stock Advantage Fund Class C | Pro | Locked |
| FMUFX Federated Hermes Muni and Stock Advantage Fund Class F | Pro | Locked |
| FMUIX Federated Hermes Muni and Stock Advantage Fund Institutional Class | Pro | Locked |
| JIPIX John Hancock Funds II Strategic Income Opportunities Fund Class I | Pro | Locked |
| JIPAX John Hancock Funds II Strategic Income Opportunities Fund Class A | Pro | Locked |
| JIPCX John Hancock Funds II Strategic Income Opportunities Fund Class C | Pro | Locked |
| JIPRX John Hancock Funds II Strategic Income Opportunities Fund Class R6 | Pro | Locked |
| JIPPX John Hancock Funds II Strategic Income Opportunities Fund Class R2 | Pro | Locked |
| JHSEX John Hancock Funds II Strategic Income Opportunities Fund Class NAV | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | Pro | Locked |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | Locked |
| DFFVX DFA US Targeted Value Portfolio | 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 |
| MSCGX Mercer US Small/Mid Cap Equity Fund Class Y3 | Pro | Locked |
| MSCQX Mercer US Small/Mid Cap Equity Fund Class I | Pro | Locked |
| NWXRX Nationwide Small Cap Index Fund Institutional Service Class | Pro | Locked |
| SWSSX Schwab Small-Cap Index Fund | Pro | Locked |
| TISBX Nuveen Small Cap Blend Index Fund Class R6 | Pro | Locked |
| TRBIX Nuveen Small Cap Blend Index Fund Retirement Class | Pro | Locked |
| TRHBX Nuveen Small Cap Blend Index Fund Class I | Pro | Locked |
| DAABX DFA US Sustainability Targeted Value Portfolio | Pro | Locked |
| FSSNX Fidelity Small Cap Index Fund | 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 |
| PRDSX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class | Pro | Locked |
| QASCX Federated Hermes MDT Small Cap Core Fund Class A | Pro | Locked |
| QCSCX Federated Hermes MDT Small Cap Core Fund Class C | Pro | Locked |
| QISCX Federated Hermes MDT Small Cap Core Fund Institutional Class | Pro | Locked |
| QLSCX Federated Hermes MDT Small Cap Core Fund Class R6 | Pro | Locked |
| RYFAX Rydex Financial Services Fund Class H | Pro | Locked |
| RYFIX Rydex Financial Services Fund Investor Class | Pro | Locked |
| RYFCX Rydex Financial Services Fund Class C | Pro | Locked |
| RYFNX Rydex Financial Services Fund Class A | Pro | Locked |
| TQAIX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I | Pro | Locked |
| TQAAX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class | 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 |
| BSIVX BlackRock Small Cap Index V.I. Fund Class I | Pro | Locked |
| BSIYX BlackRock Small Cap Index V.I. Fund Class III | Pro | Locked |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| DMIDX BNY Mellon Midcap Index Fund, Inc Class I | Pro | Locked |
| MPSIX Principal MidCap S&P 400 Index Fund Institutional Class | Pro | Locked |
| NSIDX Northern Small Cap Index Fund | 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 |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | Locked |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | Locked |
| VSPMX Vanguard S&P Mid-Cap 400 Index Fund Institutional Class | Pro | Locked |
| VVICX Voya VACS Index Series SC Portfolio | Pro | Locked |
| SAUMX SA US Small Company Fund | Pro | Locked |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | Locked |
| CFSLX Column Small Cap Fund | Pro | Locked |
| JESNX John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I | Pro | Locked |
| JESPX John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series II | 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 |
| JVRNX John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Class NAV | Pro | Locked |
| DFSVX DFA US Small Cap Value Portfolio | Pro | Locked |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | 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 |
★The Portfolio X-Ray: see what you actually own Cancel anytime★
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