Radient logo
  • Allocators

    Manager research with AI

  • Prime Brokers

    Intel to beat the competition

  • Fund Managers

    GP Launchpad to connect with investors

  • Screener

    Explore mutual funds, ETFs, and hedge funds

  • Securities

    Chart and compare any fund or security

  • Portfolios

    Build and analyze portfolios

  • Advisers

    Intelligence from Form ADVs

  • 13F Holdings

    Manager holdings insights from 13Fs

  • Fund Raise and Launches

    Intelligence on capital raises and new fund launches

  • SEC Explorer

    EDGAR filings incl. N-PORT, N-CEN, 13G, and 13D

Login

radient logo

About

Blog

Meet the team

Careers

Help

API

Terms of Use

Privacy Policy

Contribute Data

info@radient.io
+1 (212) 726 2388

© 2026 Radient LLC All Rights Reserved

    Funds

    Equities

    Form ADV State

    Form ADV SEC

    Form 13F Firms

    Form 13F Securities

    Form NPORT

    Form NCEN

    Website

Funds

NameTickerLast Returns
JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R4 - JUTUXJUTUXSep 24, 2026
JPMORGAN VALUE ADVANTAGE FUND CLASS R5 - JVARXJVARXSep 24, 2026
JPMORGAN U.S. SMALL COMPANY FUND CLASS R3 - JUSPXJUSPXSep 24, 2026
JPMORGAN HEDGED EQUITY 3 FUND CLASS I - JHQTXJHQTXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R4 - SMTQXSMTQXSep 24, 2026
JPMORGAN EMERGING MARKETS EQUITY FUND CLASS R5 - JEMOXJEMOXSep 24, 2026
JPMORGAN SMALL CAP VALUE FUND CLASS R4 - JSVQXJSVQXSep 24, 2026
JPMORGAN U.S. EQUITY FUND CLASS R4 - JUEQXJUEQXSep 24, 2026
JPMORGAN CORE PLUS BOND FUND CLASS R4 - JCPQXJCPQXSep 24, 2026
JPMORGAN LARGE CAP GROWTH FUND CLASS R4 - JLGQXJLGQXSep 24, 2026
JPMORGAN EQUITY INCOME FUND CLASS R3 - OIEPXOIEPXSep 24, 2026
JPMORGAN GROWTH ADVANTAGE FUND CLASS R4 - JGTUXJGTUXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R6 - JAKYXJAKYXSep 24, 2026
JPMORGAN GLOBAL ALLOCATION FUND CLASS R5 - GAORXGAORXSep 24, 2026
JPMORGAN EMERGING MARKETS RESEARCH ENHANCED EQUITY FUND CLASS R6 - EMRSXEMRSXSep 24, 2026
JPMORGAN EMERGING MARKETS RESEARCH ENHANCED EQUITY FUND CLASS I - EMREXEMREXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS I - JAKSXJAKSXSep 24, 2026
JPMORGAN CORE BOND FUND CLASS R4 - JCBQXJCBQXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2030 FUND CLASS R3 - JUTPXJUTPXSep 24, 2026
JPMORGAN SMID CAP EQUITY FUND CLASS R3 - WOOOXWOOOXSep 24, 2026
JPMORGAN SMALL CAP VALUE FUND CLASS R3 - JSVPXJSVPXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R4 - JTTLXJTTLXSep 24, 2026
JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS R6 - OSTSXOSTSXSep 24, 2026
JPMORGAN GOVERNMENT BOND FUND CLASS R4 - OGGQXOGGQXSep 24, 2026
JPMORGAN SMALL CAP BLEND FUND CLASS R6 - JSCHXJSCHXSep 24, 2026
JPMORGAN VALUE ADVANTAGE FUND CLASS R3 - JVAPXJVAPXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R4 - JAKQXJAKQXSep 24, 2026
JPMORGAN HEDGED EQUITY 2 FUND CLASS A - JHDAXJHDAXSep 24, 2026
JPMORGAN U.S. VALUE FUND CLASS R3 - JGAVXJGAVXSep 24, 2026
JPMORGAN GLOBAL ALLOCATION FUND CLASS R4 - GAOFXGAOFXSep 24, 2026
JPMORGAN MID CAP VALUE FUND CLASS R4 - JMVQXJMVQXSep 24, 2026
JPMORGAN EQUITY INCOME FUND CLASS R4 - OIEQXOIEQXSep 24, 2026
JPMORGAN MANAGED INCOME FUND CLASS I - JMGLXJMGLXSep 24, 2026
JPMORGAN GOVERNMENT BOND FUND CLASS R3 - OGGPXOGGPXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R4 - JTSQXJTSQXSep 24, 2026
JPMORGAN VALUE ADVANTAGE FUND CLASS R6 - JVAYXJVAYXSep 24, 2026
JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R3 - JSIPXJSIPXSep 24, 2026
JPMORGAN LARGE CAP VALUE FUND CLASS R4 - OLVRXOLVRXSep 24, 2026
JPMORGAN U.S. EQUITY FUND CLASS R3 - JUEPXJUEPXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R4 - JNTPXJNTPXSep 24, 2026
JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R3 - JATQXJATQXSep 24, 2026
JPMORGAN GOVERNMENT BOND FUND CLASS R6 - OGGYXOGGYXSep 24, 2026
JPMORGAN U.S. SMALL COMPANY FUND CLASS R5 - JUSYXJUSYXSep 24, 2026
JPMORGAN HIGH YIELD FUND CLASS R4 - JRJKXJRJKXSep 24, 2026
JPMORGAN GROWTH ADVANTAGE FUND CLASS R3 - JGTTXJGTTXSep 24, 2026
JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R5 - JAABXJAABXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2055 FUND CLASS R3 - JTTUXJTTUXSep 24, 2026
JPMORGAN INTERNATIONAL VALUE FUND CLASS R5 - JPVRXJPVRXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R3 - JAKPXJAKPXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS A - JAKAXJAKAXSep 24, 2026
JPMORGAN EQUITY PREMIUM INCOME FUND CLASS I - JEPIXJEPIXSep 24, 2026
JPMORGAN DIVERSIFIED FUND CLASS R6 - JDVZXJDVZXSep 24, 2026
JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS R6 - JFLJXJFLJXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2040 FUND CLASS R3 - SMTPXSMTPXSep 24, 2026
JPMORGAN VALUE ADVANTAGE FUND CLASS R2 - JGAQXJGAQXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R2 - JAKZXJAKZXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R4 - JSAQXJSAQXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R5 - JAKIXJAKIXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2060 FUND CLASS C - JAKCXJAKCXSep 24, 2026
JPMORGAN SMALL CAP EQUITY FUND CLASS R3 - JSEPXJSEPXSep 24, 2026
JPMORGAN MID CAP VALUE FUND CLASS R5 - JMVRXJMVRXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2050 FUND CLASS R3 - JNTKXJNTKXSep 24, 2026
JPMORGAN EUROPE DYNAMIC FUND CLASS R6 - VEUVXVEUVXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R4 - JFFQXJFFQXSep 24, 2026
JPMORGAN HEDGED EQUITY 3 FUND CLASS A - JHTAXJHTAXSep 24, 2026
JPMORGAN U.S. SMALL COMPANY FUND CLASS R4 - JUSQXJUSQXSep 24, 2026
JPMORGAN MID CAP GROWTH FUND CLASS R3 - JMGPXJMGPXSep 24, 2026
JPMORGAN INVESTOR BALANCED FUND CLASS R6 - JFQUXJFQUXSep 24, 2026
JPMORGAN SMALL CAP EQUITY FUND CLASS R6 - VSENXVSENXSep 24, 2026
JPMORGAN U.S. SUSTAINABLE LEADERS FUND CLASS R6 - JIIGXJIIGXSep 24, 2026
JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R6 - JAAYXJAAYXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R4 - JSMQXJSMQXSep 24, 2026
JPMORGAN CORE PLUS BOND FUND CLASS R3 - JCPPXJCPPXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R4 - JITKXJITKXSep 24, 2026
JPMORGAN HEDGED EQUITY 2 FUND CLASS I - JHQDXJHQDXSep 24, 2026
JPMORGAN SMARTRETIREMENT INCOME FUND CLASS R4 - JSIQXJSIQXSep 24, 2026
JPMORGAN HEDGED EQUITY 2 FUND CLASS R5 - JHDFXJHDFXSep 24, 2026
JPMORGAN CORE PLUS BOND FUND CLASS R5 - JCPYXJCPYXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R3 - JBTUXJBTUXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R3 - JTSPXJTSPXSep 24, 2026
JPMorgan Core Bond 529 Portfolio A - CJPMXCJPMXSep 24, 2026
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS R6 - JSOZXJSOZXSep 24, 2026
JPMORGAN INCOME BUILDER FUND CLASS R6 - JNBZXJNBZXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2025 FUND CLASS R4 - JBTBXJBTBXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R3 - JNTOXJNTOXSep 24, 2026
JPMORGAN CORE BOND FUND CLASS R3 - JCBPXJCBPXSep 24, 2026
JPMORGAN TAX FREE BOND FUND CLASS R6 - RUNFXRUNFXSep 24, 2026
JP Morgan Core Bond 529 Portfolio Class I - JPBEXJPBEXSep 24, 2026
JP Morgan Core Bond 529 Port Ag - JPBAXJPBAXSep 24, 2026
JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R4 - JATUXJATUXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R4 - SRJQXSRJQXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R4 - JPTKXJPTKXSep 24, 2026
JPMORGAN EQUITY INDEX FUND CLASS R6 - OGFAXOGFAXSep 24, 2026
JPMORGAN SMALL CAP EQUITY FUND CLASS R4 - JSEQXJSEQXSep 24, 2026
JPMORGAN LARGE CAP GROWTH FUND CLASS R3 - JLGPXJLGPXSep 24, 2026
JPMORGAN SMALL CAP GROWTH FUND CLASS R3 - JGRQXJGRQXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2030 FUND CLASS R3 - JSMNXJSMNXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND INCOME FUND CLASS R3 - JITLXJITLXSep 24, 2026
JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R2 - JATPXJATPXSep 24, 2026
JPMORGAN SMALL CAP GROWTH FUND CLASS R5 - JGSVXJGSVXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2035 FUND CLASS R3 - SRJPXSRJPXSep 24, 2026
JPMorgan Hedged Equity 2 Fd USD Class R6 - JHDRXJHDRXSep 24, 2026
JPMORGAN SMALL CAP GROWTH FUND CLASS R4 - JGLYXJGLYXSep 24, 2026
JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS I - JACSXJACSXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2035 FUND CLASS R3 - JPTLXJPTLXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R4 - JNTNXJNTNXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2040 FUND CLASS R3 - JNTEXJNTEXSep 24, 2026
JPMORGAN MID CAP GROWTH FUND CLASS R4 - JMGQXJMGQXSep 24, 2026
JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R6 - JLPYXJLPYXSep 24, 2026
JPMORGAN SMARTRETIREMENT* BLEND 2045 FUND CLASS R4 - JNTLXJNTLXSep 24, 2026
JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS A - USMSXUSMSXSep 24, 2026
JPMORGAN GLOBAL ALLOCATION FUND CLASS R6 - GAOZXGAOZXSep 24, 2026
JPMORGAN GLOBAL ALLOCATION FUND CLASS R3 - GAOTXGAOTXSep 24, 2026
JPMORGAN HIGH YIELD FUND CLASS R3 - JRJYXJRJYXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2055 FUND CLASS R3 - JFFPXJFFPXSep 24, 2026
JPMORGAN MID CAP VALUE FUND CLASS R3 - JMVPXJMVPXSep 24, 2026
JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS I - USMTXUSMTXSep 24, 2026
JPMORGAN GROWTH ADVANTAGE FUND CLASS R2 - JGRJXJGRJXSep 24, 2026
JPMORGAN EMERGING MARKETS EQUITY FUND CLASS R3 - JHURXJHURXSep 24, 2026
JPMORGAN MID CAP VALUE FUND CLASS R6 - JMVYXJMVYXSep 24, 2026
JPMORGAN INVESTOR GROWTH FUND CLASS R6 - JFTUXJFTUXSep 24, 2026
JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS R6 - JFBUXJFBUXSep 24, 2026
JPMORGAN LARGE CAP VALUE FUND CLASS R3 - OLVTXOLVTXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2045 FUND CLASS R3 - JSAPXJSAPXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R4 - JNSQXJNSQXSep 24, 2026
JPMORGAN SMARTRETIREMENT 2025 FUND CLASS R3 - JNSPXJNSPXSep 24, 2026
JPMORGAN EMERGING MARKETS EQUITY FUND CLASS R4 - JHUKXJHUKXSep 24, 2026
JPMORGAN EMERGING MARKETS EQUITY FUND CLASS R2 - JHUJXJHUJXSep 24, 2026
JPMORGAN HEDGED EQUITY 3 FUND CLASS R5 - JHTGXJHTGXSep 24, 2026
JPMORGAN HEDGED EQUITY 3 FUND CLASS C - JHTCXJHTCXSep 24, 2026
JPMORGAN VALUE ADVANTAGE FUND CLASS R4 - JVAQXJVAQXSep 24, 2026
HIGH-YIELD FUND Y CLASS - AHYLXAHYLXSep 24, 2026
FOCUSED INTERNATIONAL GROWTH FUND R6 CLASS - AFCMXAFCMXSep 24, 2026
AMERICAN BEACON TOCQUEVILLE INTERNATIONAL VALUE FUND R5 CLASS - TOVIXTOVIXSep 24, 2026
AMERICAN BEACON TWENTYFOUR STRATEGIC INCOME FUND Y CLASS - TFGYXTFGYXSep 24, 2026
AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-F-1 - CTAFXCTAFXSep 24, 2026
AMERICAN FUNDS MULTI-SECTOR INCOME FUND CLASS A - MIAQXMIAQXSep 24, 2026
AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-F-3 - CTAKXCTAKXSep 24, 2026
AMERICAN FUNDS MULTI-SECTOR INCOME FUND CLASS F-3 - MIAZXMIAZXSep 24, 2026
AMERICAN FUNDS MULTI-SECTOR INCOME FUND CLASS F-2 - MIAYXMIAYXSep 24, 2026
SHORT DURATION INFLATION PROTECTION BOND FUND I CLASS - APOHXAPOHXSep 24, 2026
ONE CHOICE BLEND+ 2060 PORTFOLIO INVESTOR CLASS - AAEFXAAEFXSep 24, 2026
ONE CHOICE BLEND+ 2055 PORTFOLIO R6 CLASS - AAEEXAAEEXSep 24, 2026
ONE CHOICE BLEND+ 2055 PORTFOLIO R CLASS - AAEDXAAEDXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS 529-A - CIVAXCIVAXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS 529-E - CIVCXCIVCXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS 529-C - CIVBXCIVBXSep 24, 2026
NEW ECONOMY FUND CLASS F-3 - FNEFXFNEFXSep 24, 2026
AMERICAN FUNDS 2065 TARGET DATE RETIREMENT FUND CLASS R-2E - RBEOXRBEOXSep 24, 2026
SHORT DURATION INFLATION PROTECTION BOND FUND G CLASS - APOGXAPOGXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS 529-F-3 - CIVHXCIVHXSep 24, 2026
AMERICAN FUNDS COLLEGE 2039 FUND CLASS 529-C - CTJCXCTJCXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS C - AIVCXAIVCXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS A - AIVBXAIVBXSep 24, 2026
INFLATION-ADJUSTED BOND FUND I CLASS - AIAHXAIAHXSep 24, 2026
INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-F-3 - FGIGXFGIGXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS F-3 - AIVGXAIVGXSep 24, 2026
ONE CHOICE BLEND+ 2045 PORTFOLIO R6 CLASS - AADMXAADMXSep 24, 2026
GLOBAL SMALL CAP FUND R CLASS - AGCWXAGCWXSep 24, 2026
ONE CHOICE BLEND+ 2025 PORTFOLIO I CLASS - AABKXAABKXSep 24, 2026
AMERICAN FUNDS COLLEGE 2039 FUND CLASS 529-A - CDJAXCDJAXSep 24, 2026
HIGH-YIELD MUNICIPAL FUND Y CLASS - AYMYXAYMYXSep 24, 2026
AMERICAN FUNDS GLOBAL INSIGHT FUND CLASS R-3 - RGLDXRGLDXSep 24, 2026
INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS - ATBYXATBYXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS R-5 - RIVLXRIVLXSep 24, 2026
AMERICAN FUNDS 2065 TARGET DATE RETIREMENT FUND CLASS A - AAOTXAAOTXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS R-2E - RIVHXRIVHXSep 24, 2026
STRATEGIC ALLOCATION: AGGRESSIVE FUND R5 CLASS - ASAUXASAUXSep 24, 2026
AMERICAN FUNDS GLOBAL INSIGHT FUND CLASS 529-F-3 - CGVHXCGVHXSep 24, 2026
SMALL CAP GROWTH FUND R5 CLASS - ANOGXANOGXSep 24, 2026
AMERICAN BEACON ARK TRANSFORMATIONAL INNOVATION FUND C CLASS - ADNCXADNCXSep 24, 2026
ONE CHOICE 2065 PORTFOLIO I CLASS - ARHUXARHUXSep 24, 2026
ONE CHOICE BLEND+ 2035 PORTFOLIO R6 CLASS - AACQXAACQXSep 24, 2026
ONE CHOICE BLEND+ 2035 PORTFOLIO R CLASS - AACPXAACPXSep 24, 2026
ONE CHOICE BLEND+ 2035 PORTFOLIO A CLASS - AACMXAACMXSep 24, 2026
ONE CHOICE BLEND+ 2065 PORTFOLIO R CLASS - AAEUXAAEUXSep 24, 2026
INTERNATIONAL GROWTH AND INCOME FUND CLASS F-3 - IGAIXIGAIXSep 24, 2026
AMERICAN FUNDS 2065 TARGET DATE RETIREMENT FUND CLASS R-4 - RDLTXRDLTXSep 24, 2026
ULTRA FUND G CLASS - AULNXAULNXSep 24, 2026
ONE CHOICE BLEND+ 2060 PORTFOLIO R6 CLASS - AAEJXAAEJXSep 24, 2026
AMERICAN FUNDS MULTI-SECTOR INCOME FUND CLASS 529-F-2 - CMBPXCMBPXSep 24, 2026
AMERICAN FUNDS GLOBAL INSIGHT FUND CLASS F-2 - AGVGXAGVGXSep 24, 2026
AMERICAN FUNDS MULTI-SECTOR INCOME FUND CLASS 529-C - CMBLXCMBLXSep 24, 2026
ONE CHOICE BLEND+ 2050 PORTFOLIO A CLASS - AADPXAADPXSep 24, 2026
ONE CHOICE BLEND+ 2050 PORTFOLIO I CLASS - AADOXAADOXSep 24, 2026
SMALL COMPANY FUND R5 CLASS - ASQGXASQGXSep 24, 2026
SHORT DURATION STRATEGIC INCOME FUND I CLASS - ASDHXASDHXSep 24, 2026
ONE CHOICE 2065 PORTFOLIO R CLASS - ARHFXARHFXSep 24, 2026
REAL ESTATE FUND R5 CLASS - ARREXARREXSep 24, 2026
AMERICAN FUNDS GLOBAL INSIGHT FUND CLASS C - AGVDXAGVDXSep 24, 2026
ONE CHOICE BLEND+ 2025 PORTFOLIO R CLASS - AABRXAABRXSep 24, 2026
AMERICAN FUNDS COLLEGE 2036 FUND CLASS 529-F-2 - CTAHXCTAHXSep 24, 2026
EMERGING MARKETS DEBT FUND G CLASS - AEDGXAEDGXSep 24, 2026
ONE CHOICE BLEND+ 2030 PORTFOLIO I CLASS - AAEWXAAEWXSep 24, 2026
AMERICAN FUNDS 2065 TARGET DATE RETIREMENT FUND CLASS F-3 - FCQTXFCQTXSep 24, 2026
INFLATION-ADJUSTED BOND FUND G CLASS - AINGXAINGXSep 24, 2026
AMERICAN BEACON TWENTYFOUR STRATEGIC INCOME FUND INVESTOR CLASS - TFGPXTFGPXSep 24, 2026
AMERICAN FUNDS INTERNATIONAL VANTAGE FUND CLASS R-1 - RIVAXRIVAXSep 24, 2026
EQUITY INCOME FUND Y CLASS - AEIYXAEIYXSep 24, 2026
CALIFORNIA HIGH-YIELD MUNICIPAL FUND Y CLASS - ACYHXACYHXSep 24, 2026