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Funds

NameTickerLast Returns
REDWOOD ALPHAFACTOR TACTICAL INTERNATIONAL FUND CLASS N - RWINXRWINXOct 15, 2026
VIRTUS KAR DEVELOPING MARKETS FUND CLASS C - VDMCXVDMCXOct 15, 2026
VIRTUS KAR SMALL-MID CAP GROWTH FUND CLASS C - VCKSXVCKSXOct 15, 2026
FIRST FOUNDATION FIXED INCOME FUND CLASS Y - FFBYXFFBYXOct 15, 2026
Fidelity Advisor Emerging Markets Fd USD Class A - FEDMXFEDMXOct 15, 2026
FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE FUND CLASS I - FLIIXFLIIXOct 15, 2026
Highland Fixed Income Fund Class A - FFBAXFFBAXOct 15, 2026
FIRST FOUNDATION TOTAL RETURN FUND CLASS Y - FBBYXFBBYXOct 15, 2026
Highland Total Return Fund Class A - FBBAXFBBAXOct 15, 2026
FIRST SENTIER AMERICAN LISTED INFRASTRUCTURE FUND CLASS I - FLIAXFLIAXOct 15, 2026
WILLIAM BLAIR GROWTH FUND CLASS R6 - BGFRXBGFRXOct 15, 2026
WILLIAM BLAIR INTERNATIONAL GROWTH FUND CLASS R6 - WBIRXWBIRXOct 15, 2026
WILLIAM BLAIR CHINA GROWTH FUND CLASS I - WICGXWICGXOct 15, 2026
WILLIAM BLAIR SMALL CAP VALUE FUND CLASS N - WBVNXWBVNXOct 15, 2026
WILLIAM BLAIR SMALL-MID CAP CORE FUND CLASS R6 - WBCRXWBCRXOct 15, 2026
WILLIAM BLAIR SMALL-MID CAP CORE FUND CLASS I - WBCIXWBCIXOct 15, 2026
WILLIAM BLAIR CHINA GROWTH FUND CLASS R6 - WRCGXWRCGXOct 15, 2026
WILLIAM BLAIR EMERGING MARKETS DEBT FUND CLASS R6 - WEDRXWEDRXOct 15, 2026
WILLIAM BLAIR EMERGING MARKETS DEBT FUND CLASS I - WEDIXWEDIXOct 15, 2026
WILLIAM BLAIR LARGE CAP GROWTH FUND CLASS R6 - LCGJXLCGJXOct 15, 2026
WILLIAM BLAIR SMALL CAP VALUE FUND CLASS R6 - WBVRXWBVRXOct 15, 2026
WILLIAM BLAIR SMALL CAP GROWTH FUND CLASS R6 - WBSRXWBSRXOct 15, 2026
SIERRA TACTICAL MUNICIPAL FUND CLASS A SHARES - STMKXSTMKXOct 15, 2026
Sierra Tactical Risk Spectrum 50 Fd Shrs USD Class A - SRFQXSRFQXOct 15, 2026
Sierra Tactical Risk Spectrum 50 Fund USD Class INV - SRFNXSRFNXOct 15, 2026
Sierra Tactical Risk Spectrum 50 Fund USD Class INST - SRFJXSRFJXOct 15, 2026
Sierra Tactical Risk Spectrum 50 Fd Shrs USD Class C - SRFKXSRFKXOct 15, 2026
Sierra Tactical Risk Spectrum 30 Fund USD Class INV - SRTNXSRTNXOct 15, 2026
Sierra Tactical Risk Spectrum 30 Fund USD Class INST - SRTJXSRTJXOct 15, 2026
THE INSTITUTIONAL U.S. EQUITY PORTFOLIO HC STRATEGIC SHARES - HCIGXHCIGXOct 15, 2026
AB TAX-AWARE REAL RETURN INCOME SHARES - TARRXTARRXOct 15, 2026
Bullfinch Unrestricted Ser - BUNRXBUNRXOct 15, 2026
OLD WESTBURY NEW YORK MUNICIPAL BOND FUND - OWNYXOWNYXOct 15, 2026
OLD WESTBURY CREDIT INCOME FUND - OWCIXOWCIXOct 15, 2026
OLD WESTBURY ALL CAP CORE FUND - OWACXOWACXOct 15, 2026
OLD WESTBURY CALIFORNIA MUNICIPAL BOND FUND - OWCAXOWCAXOct 15, 2026
WESTWOOD ALTERNATIVE INCOME FUND A CLASS SHARES - WMNAXWMNAXOct 15, 2026
John Hancock II International Small Cap Fund - JHISXJHISXOct 15, 2026
Polen U.S. Small Company Growth Fund - Investor Class - PBSRXPBSRXOct 15, 2026
Voya Target In-Retirement Fund - Retirement Class - VRRFXVRRFXOct 15, 2026
John Hancock II Core Bond Fund - JHCDXJHCDXOct 15, 2026
JPMorgan SmartRetirement Income Fund - Class C - JSRCXJSRCXOct 15, 2026
JPMorgan Investor Growth Fund - Class C - OGGCXOGGCXOct 15, 2026
John Hancock Funds II Multimanager 2040 Lifetime Portfolio - Retirement Class - JLIEXJLIEXOct 15, 2026
Morgan Stanley Multi Cap Growth Trust - Class A - CPOAXCPOAXOct 15, 2026
PIMCO RAE Fundamental PLUS Fund I-2 - PIXPXPIXPXOct 15, 2026
PIMCO CommoditiesPLUS Strategy Fund INST - PCLIXPCLIXOct 15, 2026
State Street Aggregate Bond Index Fund - Class A - SSFCXSSFCXOct 15, 2026
John Hancock Funds II Multimanager 2035 Lifetime Portfolio - Institutional Class - JHRMXJHRMXOct 15, 2026
Voya Growth and Income Portfolio - Class S2 - IGISXIGISXOct 15, 2026
PACE Large Co Value Equity Investments - PCLVXPCLVXOct 15, 2026
PACE Small/Medium Co Growth Equity Investments - PCSGXPCSGXOct 15, 2026
PIMCO RAE Fundamental PLUS Small Fund INST - PCFIXPCFIXOct 15, 2026
JPMorgan U.S. Large Cap Core Plus Fund - Retirement Class - JCPRXJCPRXOct 15, 2026
John Hancock Variable Insurance Trust Financial Industries Trust - Institutional Class - JEFSXJEFSXOct 15, 2026
John Hancock Variable Insurance Trust Small Cap Index Trust - JESIXJESIXOct 15, 2026
Voya MidCap Opportunities Portfolio - Class S - ISMOXISMOXOct 15, 2026
John Hancock Funds II Multimanager 2040 Lifetime Portfolio - JLIOXJLIOXOct 15, 2026
PACE Large Co Value Equity Investments - Class A - PCPAXPCPAXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Growth Portfolio - Institutional Class - JTGIXJTGIXOct 15, 2026
Morgan Stanley Growth Portfolio - Class C - MSGUXMSGUXOct 15, 2026
BlackRock Advantage U.S. Total Market Fund - MCSPXMCSPXOct 15, 2026
JPMorgan SmartRetirement 2040 Fund - Retirement Class - SMTYXSMTYXOct 15, 2026
VY Oppenheimer Global Portfolio - Institutional Class - IGMIXIGMIXOct 15, 2026
JPMorgan SmartRetirement 2030 Fund - Class C - JSMCXJSMCXOct 15, 2026
JPMorgan U.S. Large Cap Core Plus Fund - JLPSXJLPSXOct 15, 2026
Morgan Stanley Global Advantage Portfolio - Class C - MSPTXMSPTXOct 15, 2026
JPMorgan SmartRetirement 2030 Fund - Retirement Class - JSMYXJSMYXOct 15, 2026
John Hancock Funds II Multimanager 2025 Lifetime Portfolio - Institutional Class - JHRNXJHRNXOct 15, 2026
VY Oppenheimer Global Portfolio - Class S2 - IOGPXIOGPXOct 15, 2026
John Hancock Funds Multimanager 2050 Lifetime Portfolio - JLKOXJLKOXOct 15, 2026
Morgan Stanley Growth Portfolio - Institutional Class - MSEQXMSEQXOct 15, 2026
JPMorgan Intrepid Mid Cap Fund - Class C - ODMCXODMCXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - JHLAXJHLAXOct 15, 2026
John Hancock Funds II Multimanager 2040 Lifetime Portfolio - Retirement Class - JLIIXJLIIXOct 15, 2026
John Hancock Funds II Multimanager 2035 Lifetime Portfolio - JLHOXJLHOXOct 15, 2026
John Hancock Funds Global Equity Fund - Retirement Class - JGEMXJGEMXOct 15, 2026
PACE Small/Medium Co Growth Equity Investments - Class A - PQUAXPQUAXOct 15, 2026
John Hancock Funds Multimanager 2050 Lifetime Portfolio - Retirement Class - JLKHXJLKHXOct 15, 2026
PIMCO RAE Fundamental PLUS International Fund INST - PTSIXPTSIXOct 15, 2026
PIMCO RAE Fundamental PLUS Fund INST - PXTIXPXTIXOct 15, 2026
Morgan Stanley Advantage Portfolio - Class A - MAPPXMAPPXOct 15, 2026
John Hancock Funds II Multimanager 2025 Lifetime Portfolio - Retirement Class - JLEEXJLEEXOct 15, 2026
John Hancock Funds II Multimanager 2040 Lifetime Portfolio - Retirement Class - JLIGXJLIGXOct 15, 2026
John Hancock Funds II Multimanager 2015 Lifetime Portfolio - Retirement Class - JLBJXJLBJXOct 15, 2026
Morgan Stanley Small Company Growth Portfolio - Class A - MSSMXMSSMXOct 15, 2026
John Hancock Financial Industries Fund - Class C - FIDCXFIDCXOct 15, 2026
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio - Institutional Class - MMCGXMMCGXOct 15, 2026
GS Growth Opportunities Fund - Class C - GGOCXGGOCXOct 15, 2026
PIMCO RAE Fundamental PLUS International Fund A - PTSOXPTSOXOct 15, 2026
Morgan Stanley Advantage Portfolio - MAPLXMAPLXOct 15, 2026
Voya MidCap Opportunities Portfolio - Institutional Class - IIMOXIIMOXOct 15, 2026
Morgan Stanley Growth Portfolio - Class A - MSEGXMSEGXOct 15, 2026
John Hancock Funds II Multimanager 2030 Lifetime Portfolio - Retirement Class - JLFEXJLFEXOct 15, 2026
PIMCO CommoditiesPLUS Strategy Fund I-2 - PCLPXPCLPXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - JILBXJILBXOct 15, 2026
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio - Class C - MSMFXMSMFXOct 15, 2026
John Hancock Funds II Multimanager 2035 Lifetime Portfolio - Retirement Class - JLHIXJLHIXOct 15, 2026
PACE Large Co Growth Equity Investments - Class A - PLAAXPLAAXOct 15, 2026
John Hancock Funds II Multimanager 2045 Lifetime Portfolio - Retirement Class - JLJEXJLJEXOct 15, 2026
John Hancock Funds II Multimanager 2035 Lifetime Portfolio - Retirement Class - JLHEXJLHEXOct 15, 2026
Morgan Stanley Multi Cap Growth Trust - Class C - MSCMXMSCMXOct 15, 2026
John Hancock Funds II Multimanager 2025 Lifetime Portfolio - Retirement Class - JLEIXJLEIXOct 15, 2026
John Hancock Funds Multimanager 2050 Lifetime Portfolio - Retirement Class - JLKRXJLKRXOct 15, 2026
Voya MidCap Opportunities Portfolio - Class S2 - IMOPXIMOPXOct 15, 2026
John Hancock Variable Insurance Trust Small Cap Growth Trust - JESGXJESGXOct 15, 2026
John Hancock Funds II Multimanager 2015 Lifetime Portfolio - Retirement Class - JLBKXJLBKXOct 15, 2026
John Hancock Funds II Multimanager 2045 Lifetime Portfolio - Retirement Class - JLJIXJLJIXOct 15, 2026
PIMCO RAE Fundamental PLUS Small Fund I-2 - PCCPXPCCPXOct 15, 2026
JPMorgan SmartRetirement Income Fund - Retirement Class - JSIYXJSIYXOct 15, 2026
ProFunds NASDAQ-100 Fund - Investor Class - OTPIXOTPIXOct 15, 2026
John Hancock Funds II Multimanager 2020 Lifetime Portfolio - Retirement Class - JLDEXJLDEXOct 15, 2026
Morgan Stanley Multi Cap Growth Trust - Institutional Class - CPODXCPODXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - Institutional Class - JTBIXJTBIXOct 15, 2026
JPMorgan SmartRetirement 2045 Fund - Retirement Class - JSAIXJSAIXOct 15, 2026
Morgan Stanley Multi Cap Growth Trust - CPOCXCPOCXOct 15, 2026
John Hancock Funds Multimanager 2050 Lifetime Portfolio - Class A - JLKAXJLKAXOct 15, 2026
VY Oppenheimer Global Portfolio - Advisor Class - IGMAXIGMAXOct 15, 2026
John Hancock Funds II Multimanager 2035 Lifetime Portfolio - Retirement Class - JLHHXJLHHXOct 15, 2026
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio - Class A - MACGXMACGXOct 15, 2026
Morgan Stanley Global Advantage Portfolio - MIGLXMIGLXOct 15, 2026
Morgan Stanley Advantage Portfolio - Class C - MSPRXMSPRXOct 15, 2026
JPMorgan Small Cap Equity Fund - Retirement Class - JSEZXJSEZXOct 15, 2026
John Hancock Variable Insurance Trust Science & Technology Trust - JESTXJESTXOct 15, 2026
PIMCO RealEstateRealReturn Strategy Fund I-2 - PETPXPETPXOct 15, 2026
Voya Growth and Income Portfolio - Class S - ISVGXISVGXOct 15, 2026
VY Oppenheimer Global Portfolio - Class S - IGMSXIGMSXOct 15, 2026
DFA Short-Term Government Portfolio - DFFGXDFFGXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - Retirement Class - JSLBXJSLBXOct 15, 2026
Morgan Stanley Small Company Growth Portfolio - Institutional Class - MSSGXMSSGXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio - Retirement Class - JULAXJULAXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - Retirement Class - JULBXJULBXOct 15, 2026
PIMCO StocksPLUS Short Fund I-2 - PSPLXPSPLXOct 15, 2026
John Hancock Variable Insurance Trust Small Cap Value Trust - Institutional Class - JESVXJESVXOct 15, 2026
JPMorgan Diversified Fund - Institutional Class - JPDVXJPDVXOct 15, 2026
John Hancock Variable Insurance Trust Total Stock Market Index Trust Fund - JETSXJETSXOct 15, 2026
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio - MSKLXMSKLXOct 15, 2026
JPMorgan SmartRetirement 2040 Fund - Retirement Class - SMTIXSMTIXOct 15, 2026
Morgan Stanley Advantage Portfolio - Institutional Class - MADSXMADSXOct 15, 2026
State Street Aggregate Bond Index Fund - Institutional Class - SSFDXSSFDXOct 15, 2026
John Hancock High Yield Municipal Bond Fund - Class A - JHTFXJHTFXOct 15, 2026
John Hancock Funds II Multimanager 2040 Lifetime Portfolio - Institutional Class - JHRDXJHRDXOct 15, 2026
JPMorgan SmartRetirement 2045 Fund - Institutional Class - JSASXJSASXOct 15, 2026
PIMCO StocksPLUS Short Fund INST - PSTIXPSTIXOct 15, 2026
AB Growth Fund - Class C - AGRCXAGRCXOct 15, 2026
JPMorgan U.S. Large Cap Core Plus Fund - Retirement Class - JLPZXJLPZXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Growth Portfolio - Retirement Class - JQLGXJQLGXOct 15, 2026
Morgan Stanley Multi Cap Growth Trust - Institutional Class - MCRTXMCRTXOct 15, 2026
John Hancock Funds II Multimanager 2035 Lifetime Portfolio - Retirement Class - JLHGXJLHGXOct 15, 2026
John Hancock Variable Insurance Trust Mid Value Trust - JEMUXJEMUXOct 15, 2026
JPMorgan Small Cap Equity Fund - Class C - JSECXJSECXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Growth Portfolio - Retirement Class - JULGXJULGXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - Retirement Class - JQLBXJQLBXOct 15, 2026
JPMorgan SmartRetirement 2030 Fund - Retirement Class - JSMIXJSMIXOct 15, 2026
Voya MidCap Opportunities Fund - Class C - NMCCXNMCCXOct 15, 2026
JPMorgan SmartRetirement 2030 Fund - Class A - JSMAXJSMAXOct 15, 2026
John Hancock Funds Multimanager 2050 Lifetime Portfolio - Retirement Class - JLKGXJLKGXOct 15, 2026
JPMorgan SmartRetirement 2030 Fund - Institutional Class - JSMSXJSMSXOct 15, 2026
John Hancock Funds II Multimanager 2045 Lifetime Portfolio - Institutional Class - JHROXJHROXOct 15, 2026
John Hancock Financial Opportunities Fund - XBTOXXBTOXOct 15, 2026
PIMCO RAE Fundamental PLUS International Fund I-2 - PTIPXPTIPXOct 15, 2026
John Hancock Hedged Equity & Income Fund - XHEQXXHEQXOct 15, 2026
JPMorgan SmartRetirement Income Fund - Institutional Class - JSRSXJSRSXOct 15, 2026
JPMorgan U.S. Large Cap Core Plus Fund - Class C - JLPCXJLPCXOct 15, 2026
T. Rowe Price Growth Stock Fund - PRGFXPRGFXOct 15, 2026
PIMCO RAE Fundamental PLUS Small Fund C - PCFEXPCFEXOct 15, 2026
PIMCO RealEstateRealReturn Strategy Fund INST - PRRSXPRRSXOct 15, 2026
John Hancock Preferred Income Fund III - XHPSXXHPSXOct 15, 2026
John Hancock Preferred Income Fund II - XHPFXXHPFXOct 15, 2026
JPMorgan SmartRetirement 2045 Fund - Retirement Class - JSAZXJSAZXOct 15, 2026
JPMorgan U.S. Large Cap Core Plus Fund - Class A - JLCAXJLCAXOct 15, 2026
State Street Aggregate Bond Index Fund - SSFEXSSFEXOct 15, 2026
JPMorgan SmartRetirement Income Fund - Retirement Class - JSIIXJSIIXOct 15, 2026
JPMorgan Large Cap Growth Fund - Class C - OLGCXOLGCXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio - Retirement Class - JQLAXJQLAXOct 15, 2026
Morgan Stanley Small Company Growth Portfolio - Institutional Class - MFLLXMFLLXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - Class A - JALBXJALBXOct 15, 2026
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio - Retirement Class - JTSBXJTSBXOct 15, 2026
PACE Large Co Growth Equity Investments - PCLCXPCLCXOct 15, 2026
JPMorgan SmartRetirement 2045 Fund - Retirement Class - JSAYXJSAYXOct 15, 2026
Morgan Stanley Small Company Growth Portfolio - Class C - MSCOXMSCOXOct 15, 2026
John Hancock Funds II Multimanager 2030 Lifetime Portfolio - Retirement Class - JLFIXJLFIXOct 15, 2026
JPMorgan SmartRetirement Income Fund - Class A - JSRAXJSRAXOct 15, 2026
PIMCO CommoditiesPLUS Strategy Fund A - PCLAXPCLAXOct 15, 2026
JPMorgan SmartRetirement 2030 Fund - Retirement Class - JSMZXJSMZXOct 15, 2026
John Hancock Financial Industries Fund - Class A - FIDAXFIDAXOct 15, 2026
Morgan Stanley Small Company Growth Portfolio - MSSLXMSSLXOct 15, 2026
John Hancock Variable Insurance Trust Mid Cap Index Trust Fund - JECIXJECIXOct 15, 2026
John Hancock Funds II Multimanager 2020 Lifetime Portfolio - Institutional Class - JHRVXJHRVXOct 15, 2026
Morgan Stanley Advantage Portfolio - Institutional Class - MPAIXMPAIXOct 15, 2026
Morgan Stanley Growth Portfolio - Institutional Class - MGRPXMGRPXOct 15, 2026
PIMCO RAE Fundamental PLUS Small Fund A - PCFAXPCFAXOct 15, 2026
State Street Equity 500 Index Fund - Retirement Class - SSFRXSSFRXOct 15, 2026
Morgan Stanley Growth Portfolio - MSHLXMSHLXOct 15, 2026
John Hancock Funds Multimanager 2050 Lifetime Portfolio - Retirement Class - JLKEXJLKEXOct 15, 2026
JPMorgan Intrepid Mid Cap Fund - Class A - PECAXPECAXOct 15, 2026
PIMCO CommoditiesPLUS Strategy Fund C - PCPCXPCPCXOct 15, 2026
PIMCO Investment Grade Corporate Bond Fund INST - PIGIXPIGIXOct 15, 2026
John Hancock Preferred Income Fund - XHPIXXHPIXOct 15, 2026
John Hancock Funds II Multimanager 2020 Lifetime Portfolio - Retirement Class - JLDIXJLDIXOct 15, 2026