A+ | Cohen & Steers Realty Shares Fund Class Z CSJZX | 67.56 | +2.93% | +7.46% | +26.78% | +78.24% |  |
A+ | Cohen & Steers Realty Shares Fund CSRSX | 67.39 | +3.01% | +7.53% | +26.64% | +75.76% |  |
A+ | Calvert US Large Cap Core Responsible Index Fund Class A CSXAX | 55.08 | +2.55% | +11.64% | +22.56% | +108.82% |  |
A+ | Calvert Ultra-Short Duration Income Fund Class A CULAX | 9.92 | +0.04% | +0.42% | +0.31% | +2.68% |  |
A+ | DoubleLine Income Fund Class N DBLNX | 8.05 | +0.10% | +2.99% | +3.58% | +13.15% |  |
A+ | Dunham International Stock Fund DCINX | 20.27 | +1.82% | +14.96% | +18.85% | +97.70% |  |
A+ | 13D Activist Fund DDDAX | 20.60 | +5.09% | +16.10% | +15.07% | +35.22% |  |
A+ | 13D Activist Fund DDDCX | 19.30 | +5.16% | +16.03% | +14.04% | +30.48% |  |
B+ | DF Dent Midcap Growth Fund Investor Shares DFDMX | 38.55 | +3.59% | +10.37% | +15.77% | +46.63% |  |
A+ | DFA U.S. Large Cap Value Portfolio (The) DFLVX | 53.91 | +1.95% | +6.87% | +19.21% | +72.69% |  |
A+ | DFA Real Estate Securities Portfolio DFREX | 41.07 | +2.44% | +5.65% | +22.54% | +60.92% |  |
A+ | DFA U.S. Small Cap Value Portfolio DFSVX | 50.69 | +4.07% | +9.91% | +18.75% | +58.55% |  |
A+ | DoubleLine Flexible Income Fund Class N DLINX | 8.80 | +0.52% | +5.19% | +4.79% | +18.49% |  |
A+ | Dimensional 2040 Target Dt Rtr Inc Instl DRIHX | 17.35 | +1.30% | +8.51% | +16.30% | +53.17% |  |
A+ | Dimensional 2050 Target Dt Rtr Inc Instl DRIJX | 21.79 | +1.61% | +10.42% | +20.05% | +86.23% |  |
A+ | BNY Mellon Short Term Municipal Bond Fund Class D DSIBX | 13.00 | +0.04% | +0.43% | -0.23% | +3.24% |  |
A+ | Wilshire Large Company Value Portfolio DTLVX | 23.52 | +2.60% | +6.61% | +18.44% | +67.80% |  |
A+ | MFS Global Alternative Strategy Fund Class A DVRAX | 14.15 | +0.53% | +2.03% | +3.98% | +30.86% |  |
A+ | Parametric Emerging Markets Fund EAEMX | 17.15 | +1.28% | +11.65% | +18.71% | +59.35% |  |
A+ | Eaton Vance South Carolina Municipal Income Fund EASCX | 8.48 | +0.12% | +1.38% | +0.38% | +0.21% |  |
A+ | Allspring Large Cap Core Fund - Class A EGOAX | 20.45 | +3.41% | +12.76% | +29.01% | +161.39% |  |
A+ | EIP Growth and Income Fund Investor Class EIPFX | 19.05 | +2.05% | +5.39% | +29.28% | +193.58% |  |
A+ | Allspring Diversified Capital Builder Fund Class A EKBAX | 15.41 | +2.57% | +12.48% | +19.57% | +93.85% |  |
A+ | Allspring Special Global Small Cap Fund EKGYX | 40.44 | +2.42% | +11.18% | +8.45% | +7.03% |  |
A+ | EuroPac International Value Fund - Class I EPVIX | 13.93 | +2.09% | +6.18% | +15.31% | +87.24% |  |
A+ | Eaton Vance RBA Equity Strategy Fd Cl A ERBAX | 20.43 | +1.61% | +9.52% | +17.46% | +62.78% |  |
B+ | Mirova Global Sustainable Equity Fund Class Y ESGYX | 21.68 | +2.08% | +9.23% | +15.50% | +47.53% |  |
A+ | Invesco European Small Company Fund Class A ESMAX | 16.77 | +3.05% | +15.24% | +28.65% | +78.04% |  |
A+ | Eaton Vance CT Municipal Income A ETCTX | 9.46 | +0.00% | +1.54% | +0.51% | +3.10% |  |
A+ | ETIDX | 19.93 | +4.37% | +11.73% | +27.49% | +103.00% |  |
D | Parametric Tax-Managed International Equity Fund Investor Class ETIGX | 12.44 | +1.26% | +10.26% | +13.12% | +34.16% |  |
A+ | Eaton Vance MA Municipal Income A ETMAX | 7.77 | -0.25% | +1.27% | -0.30% | -1.15% |  |
A+ | Eaton Vance MO Municipal Income A ETMOX | 8.62 | -0.12% | +1.65% | +0.58% | +1.04% |  |
A+ | Eventide Exponential Technologies Fund Class N ETNEX | 14.40 | +8.43% | +26.06% | +39.70% | +156.66% |  |
A+ | Eaton Vance OR Municipal Income A ETORX | 7.91 | -0.09% | +1.47% | +1.15% | +0.62% |  |
A | Eaton Vance Greater China Growth A EVCGX | 19.26 | +0.88% | +14.16% | +2.28% | -14.16% |  |
A+ | Allspring Utility and Telecommunications Fund Class A EVUAX | 21.05 | +3.08% | +3.88% | +13.29% | +83.37% |  |
A+ | Fidelity Asset Manager 70% Fund FAASX | 31.04 | +1.40% | +9.30% | +15.17% | +59.23% |  |
A+ | Fidelity Advisor Energy Fund Class M FAGNX | 49.87 | -0.02% | +3.97% | +32.90% | +286.61% |  |
A+ | Kempner Multi-Cap Deep Value Fund - Investor Class FAKDX | 9.62 | +1.33% | +6.77% | +18.59% | +62.61% |  |
A+ | American Funds 2015 Target Date Retirement Fd Cl F-1 FAKTX | 13.43 | +0.84% | +4.74% | +8.58% | +34.84% |  |
A+ | Fidelity Advisor Large Cap Fund Class A FALAX | 57.23 | +1.81% | +9.39% | +22.70% | +130.75% |  |
A | Fidelity Health and Wellness Fund FAPHX | 13.53 | +0.29% | -3.56% | +0.52% | +49.46% |  |
A+ | Nuveen Real Estate Securities Fund Class I FARCX | 14.92 | +3.01% | +7.21% | +23.87% | +58.27% |  |
D | Fidelity Agricultural Productivity Fund FARMX | 18.74 | +2.12% | +8.90% | +23.74% | +79.52% |  |
A+ | Fidelity Asset Manager 50% FASMX | 22.60 | +1.18% | +7.22% | +11.55% | +45.54% |  |
A+ | American Funds 2040 Target Date Retirement Fd Cl F-1 FAUTX | 23.40 | +1.77% | +9.82% | +15.68% | +68.34% |  |
A+ | American Funds Retirement Income Portfolio - Moderate Class F-1 FBFWX | 13.86 | +0.91% | +4.85% | +10.13% | +40.74% |  |
A+ | Fidelity Freedom Index 2040 Fund - Investor Class FBIFX | 28.47 | +1.61% | +10.78% | +17.69% | +68.65% |  |
A+ | Fidelity Investment Grade Bond Fund FBNDX | 7.32 | +0.54% | -0.01% | -1.48% | -8.13% |  |
A+ | Fidelity Select IT Services Portfolio FBSOX | 51.99 | +2.29% | +8.92% | +4.76% | +32.58% |  |
A | Franklin BSP Private Credit Fund Advisor Class FBSPX | 10.56 | +0.03% | +1.50% | +10.37% | +53.98% |  |
A+ | Fidelity Advisor International Capital Appreciation Fund Class C FCPCX | 29.51 | +2.39% | +10.47% | +10.93% | +35.49% |  |
B+ | Fidelity Small Cap Growth Fund FCPGX | 34.08 | +6.70% | +19.96% | +19.73% | +91.11% |  |
B+ | Fidelity Select Consumer Staples Portfolio FDCGX | 78.81 | +1.33% | +4.39% | +16.65% | +49.29% |  |
B+ | Fidelity Select Consumer Staples Portfolio FDIGX | 82.86 | +1.33% | +4.61% | +17.62% | +54.44% |  |
A+ | Fidelity Massachuseets Municipal Income Fund FDMMX | 11.37 | +0.07% | +1.91% | +1.00% | +3.57% |  |
A+ | Fidelity Growth Discovery Fund FDSVX | 68.90 | +3.09% | +13.50% | +29.05% | +153.70% |  |
A+ | Fidelity Advisor Diversified International Fund Class A FDVAX | 29.96 | +2.08% | +9.39% | +12.85% | +44.13% |  |
A+ | First Eagle Global Income Builder I FEBIX | 15.21 | +0.95% | +6.40% | +15.75% | +60.74% |  |
A+ | Fidelity Advisor Asset Manager 85% Fund Class A FEYAX | 30.23 | +1.66% | +10.42% | +16.75% | +68.58% |  |
A+ | Fidelity Freedom Blend 2065 Fund FFBSX | 15.41 | +1.72% | +11.05% | +17.78% | +69.70% |  |
B | Fidelity Environmental Bond Fund FFEBX | 8.62 | +0.72% | -0.25% | -3.88% | -6.02% |  |
A+ | Fidelity Freedom Income Fund FFFAX | 11.31 | +1.21% | +4.40% | +6.35% | +19.71% |  |
C | Fuxing China Group Limited FFFZ | 4.00 | +0.00% | +0.00% | +0.00% | +0.00% |  |
A+ | American Funds Invmt Co of Amer F3 FFICX | 66.61 | +1.93% | +9.06% | +21.01% | +113.07% |  |
A+ | Fidelity Freedom 2015 FFVFX | 12.42 | +1.20% | +6.88% | +10.25% | +35.95% |  |
A+ | Fidelity Global Credit Fund FGBFX | 8.25 | +0.41% | +1.36% | -0.92% | -2.88% |  |
A+ | Fidelity Growth Discovery Fund FGDKX | 69.06 | +3.01% | +13.44% | +29.23% | +154.73% |  |
D- | FG Holdings Limited Class A Ordinary Shares FGO | 0.00 | -7.25% | -13.98% | -45.24% | -93.35% |  |
A+ | Fidelity Freedom 2030 K6 FGTKX | 19.52 | +1.34% | +8.92% | +13.98% | +48.68% |  |
A+ | Fidelity Freedom Blend 2030 Fund FHATX | 12.64 | +1.18% | +8.11% | +12.07% | +41.55% |  |
A+ | Fidelity Municipal Income Fund FHIGX | 12.22 | -0.17% | +2.67% | +1.97% | +3.94% |  |
A+ | Fidelity Advisor International Capital Appreciation Fund Class M FIATX | 33.76 | +2.35% | +10.36% | +11.13% | +38.25% |  |
A+ | Fidelity Flex U.S. Bond Index Fund FIBUX | 9.25 | +0.50% | +0.19% | -1.07% | -6.73% |  |
A+ | Fidelity Connecticut Municipal Incom Fund FICNX | 11.01 | -0.11% | +1.56% | +1.13% | +4.79% |  |
A+ | Fidelity Advisor International Small Cap Fund Class C FICSX | 34.93 | +1.97% | +11.21% | +17.44% | +57.97% |  |
B+ | Fidelity Advisor Small Cap Growth Fund Class Z FIDGX | 34.48 | +6.63% | +19.68% | +19.53% | +90.67% |  |
A+ | Fidelity International Discovery FIGRX | 59.30 | +1.96% | +12.44% | +17.71% | +61.40% |  |
A+ | Fidelity Advisor Investment Grade Bond Fund Class Z FIKQX | 7.33 | +0.54% | +0.54% | -0.37% | -2.12% |  |
A+ | Fidelity Mid Cap Value Index Fund FIMVX | 28.98 | +3.44% | +7.42% | +20.94% | +69.37% |  |
A | Fidelity Managed Retirement 2020 Fund FIRVX | 57.80 | +1.01% | +6.04% | +8.85% | +30.59% |  |
A+ | Federated Hermes Max-Cap Index Fund Institutional Shares FISPX | 8.85 | +2.07% | +9.33% | +22.31% | +113.45% |  |
A+ | Fidelity Small Cap Value Index Fund FISVX | 27.62 | +3.89% | +9.40% | +13.31% | +33.79% |  |
A+ | Fidelity Flex International Index Fund FITFX | 16.31 | +1.87% | +13.39% | +17.86% | +59.74% |  |
A+ | Fidelity Advisor Mid Cap II Fund Class M FITIX | 22.52 | +4.67% | +15.33% | +25.42% | +93.86% |  |
A+ | Fidelity Managed Retirement 2025 Fund FIXRX | 60.75 | +1.10% | +6.73% | +9.97% | +33.66% |  |
A+ | Fidelity Flex Mid Cap Index Fund FLAPX | 20.93 | +4.09% | +12.21% | +20.80% | +82.82% |  |
A | Meeder Global Allocation Retail FLFGX | 12.47 | +1.79% | +9.37% | +15.84% | +57.55% |  |
A+ | Fidelity Michigan Municipal Income Fund FMHTX | 11.54 | +0.06% | +1.49% | +0.73% | +3.08% |  |
A+ | FMPFX | 39.73 | +6.05% | +21.12% | +20.93% | +90.54% |  |
A+ | Fidelity Mid Cap Value Fund FMPOX | 30.71 | +3.82% | +6.98% | +20.74% | +72.43% |  |
A+ | Fidelity Mortgage Securities Fund FMSFX | 9.98 | +0.10% | +0.70% | -1.10% | -4.33% |  |
A+ | Fidelity Ohio Municipal Income Fund FOHFX | 11.42 | -0.11% | +1.65% | +0.99% | +3.88% |  |
A+ | Tributary Small Company Fund Institutional Plus Class FOSBX | 30.09 | +5.58% | +13.85% | +24.63% | +52.26% |  |
A+ | Fidelity Overseas Fund FOSFX | 74.33 | +2.17% | +10.26% | +16.55% | +53.04% |  |
A+ | FPA Crescent Fund FPACX | 45.32 | +1.21% | +9.15% | +16.17% | +73.75% |  |
A+ | Fort Pitt Capital Total Return Fund FPCGX | 28.10 | +5.48% | +15.11% | +28.72% | +97.58% |  |
A+ | Fidelity Select Pharmaceuticals FPHAX | 25.87 | -0.73% | +2.92% | +4.10% | +51.73% |  |
A+ | AMG River Road Large Cap Value Select Fund Class N FQUAX | 20.92 | +2.91% | +6.28% | +17.86% | +83.97% |  |