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Moderna
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U.S. PPI
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JP Morgan Chase
U.S. CPI
Target Corp.
UnitedHealth
Lazard US Equity Concentrated Portfolio
US > Multi-Cap > Core
Rank
224
Universe
313
Funds Up/Down
305/8
YTD Range (%)
-3.5 - 15.4
YTD Avg (%)
6.3
Rank
Fund Name
Ticker
YTD (%)
0
Toreador Core Fund
TORLX
0
Sterling Capital Special Opportunities Fund
BOPIX
0
Glenmede Strategic Equity Portfolio
GTCEX
0
Aberdeen U.S. Sustainable Leaders Fund
GXXAX
0
Catalyst Exceed Defined Risk Fund
CLPCX
0
Pinnacle Sherman Multi-Strategy Core Fund
APSHX
0
Baywood SociallyResponsible Fund
BVSIX
0
Vanguard Total Stock Market Index Fund
VITSX
0
Old Westbury All Cap Core Fund
OWACX
0
Gabelli ESG Fund, Inc
SRIAX
0
Gabelli ESG Fund, Inc
SRIGX
0
Victory Special Value Fund
VSVCX
0
Pinnacle Sherman Multi-Strategy Core Fund
IPSHX
0
Delaware Hedged US Equity Opportunities Fund
FHEKX
0
Gabelli ESG Fund, Inc
SRIDX
0
Gabelli ESG Fund, Inc
SRICX
0
Vanguard Total Stock Market Index Fund
VSTSX
0
MFS Core Equity Fund
MRGKX
0
Dreyfus Sustainable US Equity Fund, Inc
DTCYX
0
Pinnacle Sherman Multi-Strategy Core Fund
CPSHX
0
Glenmede Women in Leadership US Equity Portfolio
GWILX
0
SEI Tax-Managed Managed Volatility Fund
STVYX
0
iShares Total US Stock Market Index Fund
BKTSX
0
Toreador Core Fund
TORZX
0
MainStay MacKay Common Stock Fund
MSOSX
0
DFA US Core Equity 2 Portfolio
DFQTX
1
Auer Growth Fund
AUERX
2
Muhlenkamp Fund
MUHLX
4
Private Capital Management Value Fund
VFPIX
5
Fidelity New Millennium Fund
FMILX
6
Monteagle Texas Fund
BIGTX
7
SEI US Managed Volatility Fund
SVYAX
8
SEI US Managed Volatility Fund
SUSYX
9
SEI US Managed Volatility Fund
SVOAX
10
SEI US Managed Volatility Fund
SEVIX
11
Bullfinch Fund Greater Western New York Series
BWNYX
12
Marshfield Concentrated Opportunity Fund
MRFOX
13
SEI Tax-Managed Managed Volatility Fund
TMMAX
14
Monteagle Opportunity Equity Fund
HEQCX
15
Monteagle Opportunity Equity Fund
HEQFX
16
Vanguard US Multifactor Fund
VFMFX
17
Essential 40 Stock Fund
ESSIX
18
ACM Dynamic Opportunity Fund
ADOIX
19
ACM Dynamic Opportunity Fund
ADOAX
20
Free Market US Equity Fund
FMUEX
21
Sound Mind Investing Fund
SMIFX
22
Bullfinch Fund Unrestricted Series
BUNRX
23
AB Core Opportunities Fund, Inc
ADGYX
24
MFS Low Volatility Equity Fund
MLVHX
25
Fidelity SAI US Low Volatility Index Fund
FSUVX
26
Davidson Multi-Cap Equity Fund
DFMIX
30
Davidson Multi-Cap Equity Fund
DFMAX
31
Diamond Hill All Cap Select Fund
DHLTX
33
MFS Low Volatility Equity Fund
MLVTX
34
MFS Low Volatility Equity Fund
MLVRX
35
GMO US Equity Fund
GMUEX
36
MFS Low Volatility Equity Fund
MLVAX
37
MFS Low Volatility Equity Fund
MLVPX
38
MFS Low Volatility Equity Fund
MLVBX
39
MainStay MacKay Common Stock Fund
MCSSX
42
Invesco Equally-Weighted S&P 500 Fund
VADDX
43
MainStay MacKay Common Stock Fund
MSOIX
44
Diamond Hill All Cap Select Fund
DHTYX
45
GMO US Equity Fund
GMCQX
46
MainStay MacKay Common Stock Fund
MGOCX
47
MainStay MacKay Common Stock Fund
MSOAX
48
MainStay MacKay Common Stock Fund
MOPBX
50
Invesco Equally-Weighted S&P 500 Fund
VADRX
51
Schwab MarketTrack All Equity Portfolio
SWEGX
52
Diamond Hill All Cap Select Fund
DHTAX
54
American Century Disciplined Core Value Fund
BIGRX
55
MFS Low Volatility Equity Fund
MLVOX
56
AAMA Equity Fund
AMFEX
58
American Century Disciplined Core Value Fund
AMGIX
59
MFS Low Volatility Equity Fund
MLVGX
60
MFS Low Volatility Equity Fund
MLVMX
61
Gabelli Asset Fund
GATAX
62
Delaware Hedged US Equity Opportunities Fund
FHELX
63
DFA US Core Equity 1 Portfolio
DFEOX
64
Invesco Equally-Weighted S&P 500 Fund
VADFX
65
American Century Disciplined Core Value Fund
AMADX
66
American Century Disciplined Core Value Fund
ACGCX
67
Invesco Equally-Weighted S&P 500 Fund
VADAX
68
Delaware Hedged US Equity Opportunities Fund
FHEJX
69
American Century Disciplined Core Value Fund
AICRX
71
Russell Investments Sustainable Equity Fund
REQAX
72
Timothy Plan Strategic Growth Fund
TSGAX
73
Timothy Plan Strategic Growth Fund
TSGCX
74
Invesco Equally-Weighted S&P 500 Fund
VADCX
75
Putnam Multi-Cap Core Fund
PMYAX
76
Putnam Multi-Cap Core Fund
PMYZX
77
Manor Investment Funds Manor Fund
MNRMX
78
Putnam Multi-Cap Core Fund
PMYTX
79
Victory Special Value Fund
VSPIX
80
SEI US Equity Factor Allocation Fund
SEHAX
81
Clearwater Core Equity Fund
QWVPX
82
Victory Diversified Stock Fund
SRVEX
83
Vanguard Institutional Total Stock Market Index Fund
VITPX
84
American Century Disciplined Core Value Fund
AICGX
85
LKCM Aquinas Catholic Equity Fund
AQEIX
86
MFS Core Equity Fund
MRGRX
87
BlackRock Advantage US Total Market Fund, Inc
MKSPX
88
Victory Diversified Stock Fund
GRINX
89
Quaker Impact Growth Fund
QUAGX
90
Victory Special Value Fund
VSVGX
91
13D Activist Fund
DDDIX
92
Principal Capital Appreciation Fund
PWCIX
93
Glenmede Responsible ESG US Equity Portfolio
RESGX
94
Victory Diversified Stock Fund
VDSIX
95
Victory Diversified Stock Fund
VDSRX
96
Putnam Multi-Cap Core Fund
PMYBX
97
Victory Special Value Fund
SSVSX
98
Principal Capital Appreciation Fund
PCAPX
99
Great-West Core Strategies US Equity Fund
MXEBX
100
Quaker Impact Growth Fund
QAGIX
101
Principal Capital Appreciation Fund
PCAOX
102
Zacks All-Cap Core Fund
CZOVX
103
MFS Core Equity Fund
MRGJX
104
Putnam Multi-Cap Core Fund
PMYYX
105
13D Activist Fund
DDDCX
106
Principal Capital Appreciation Fund
PCAMX
107
MFS Core Equity Fund
MRGHX
108
MFS Core Equity Fund
MRGAX
109
Russell Multifactor US Equity Fund
RTDAX
110
Schwab Core Equity Fund
SWANX
111
Federated Hermes MDT All Cap Core Fund
QIACX
112
Federated Hermes MDT All Cap Core Fund
QKACX
113
Federated Hermes MDT All Cap Core Fund
QCACX
114
MFS Core Equity Fund
MRERX
115
Wilshire 5000 Index Fund
WFIVX
116
Federated Hermes MDT All Cap Core Fund
QAACX
117
Principal Capital Appreciation Fund
PCAQX
118
Victory Diversified Stock Fund
VDSCX
119
13D Activist Fund
DDDAX
120
Parnassus Endeavor Fund
PARWX
121
Blue Chip Investor Fund
BCIFX
122
BlackRock Advantage US Total Market Fund, Inc
MRSPX
123
Vanguard Tax-Managed Capital Appreciation Fund
VTCIX
124
BlackRock Advantage ESG U.S. Equity Fund
BIRIX
125
TIAA-CREF Equity Index Fund
TIEIX
126
AB Core Opportunities Fund, Inc
ADGIX
127
MFS Core Equity Fund
MRGBX
128
Leuthold Select Industries Fund
LSLTX
129
MFS Core Equity Fund
MRGGX
130
Victory US 500 Enhanced Volatility Wtd Index Fund
CUHIX
131
Putnam Multi-Cap Core Fund
PMYCX
132
TIAA-CREF Equity Index Fund
TINRX
133
Victory Special Value Fund
VSVYX
134
Invesco Main Street All Cap Fund
OMSOX
135
BlackRock Advantage US Total Market Fund, Inc
MCSPX
136
Victory Diversified Stock Fund
VDSYX
137
iShares Total US Stock Market Index Fund
BITSX
138
Wilshire 5000 Index Fund
WINDX
139
iShares Total US Stock Market Index Fund
BASMX
140
Fidelity Stock Selector All Cap
FSSKX
142
Vanguard Total Stock Market Index Fund
VTSMX
144
Davis Opportunity Fund
DGOYX
145
Victory US 500 Enhanced Volatility Wtd Index Fund
CUHAX
146
Touchstone Focused Fund
TFOAX
147
SA US Core Market Fund
SAMKX
148
Vanguard Tax-Managed Capital Appreciation Fund
VTCLX
149
Davis Opportunity Fund
RPEAX
150
DFA US Social Core Equity 2 Portfolio
DFUEX
151
AMG FQ Tax-Managed US Equity Fund
MFQTX
152
PFG JP Morgan Tactical Aggressive Strategy Fund
PFSEX
153
Invesco Main Street All Cap Fund
OMSYX
154
Vanguard Russell 3000 Index Fund
VRTTX
155
BlackRock Advantage US Total Market Fund, Inc
MASPX
156
TIAA-CREF Equity Index Fund
TCEPX
157
DFA US Sustainability Core 1 Portfolio
DFSIX
158
Victory US 500 Enhanced Volatility Wtd Index Fund
CUHCX
159
TIAA-CREF Equity Index Fund
TIQRX
160
AMG FQ Tax-Managed US Equity Fund
MFQAX
161
Principal Capital Appreciation Fund
CMNWX
162
AB Core Opportunities Fund, Inc
ADGAX
163
BlackRock Advantage US Total Market Fund, Inc
MDSPX
164
AB Core Opportunities Fund, Inc
ADGKX
165
Pax ESG Beta Quality Fund
PWGIX
166
MFS Core Equity Fund
MRGCX
167
Vanguard Institutional Total Stock Market Index Fund
VITNX
168
Fidelity Advisor Stock Selector All Cap
FZAPX
169
Neuberger Berman Sustainable Equity Fund
NRSRX
170
Invesco Main Street All Cap Fund
OMSNX
171
AB Core Opportunities Fund, Inc
ADGRX
172
Vanguard Total Stock Market Index Fund
VTSAX
173
Fidelity Stock Selector All Cap
FDSSX
174
Touchstone Focused Fund
TFFCX
175
Pax ESG Beta Quality Fund
PXWGX
176
T. Rowe Price Total Equity Market Index Fund
POMIX
177
Neuberger Berman Sustainable Equity Fund
NBSRX
178
Fidelity Advisor Stock Selector All Cap
FMAMX
179
Parnassus Endeavor Fund
PFPWX
180
Invesco Main Street All Cap Fund
OMSCX
181
AB Core Opportunities Fund, Inc
ADGCX
182
Fidelity Advisor Stock Selector All Cap
FSJHX
183
AB Core Opportunities Fund, Inc
ADGZX
184
Hartford Capital Appreciation Fund
ITHTX
185
Northern Northern US Quality ESG Fund
NUESX
186
TIAA-CREF Social Choice Low Carbon Equity Fund
TPWCX
187
TIAA-CREF Social Choice Equity Fund
TICHX
188
TIAA-CREF Social Choice Low Carbon Equity Fund
TEWCX
189
TIAA-CREF Social Choice Equity Fund
TRPSX
190
Neuberger Berman Sustainable Equity Fund
NBSLX
191
TIAA-CREF Social Choice Equity Fund
TRSCX
192
Hartford Capital Appreciation Fund
ITHAX
193
TIAA-CREF Social Choice Equity Fund
TICRX
194
Davis Opportunity Fund
DGOCX
195
Fidelity Advisor Stock Selector All Cap
FLACX
196
Fidelity ZERO Total Market Index Fund
FZROX
197
Neuberger Berman Sustainable Equity Fund
NRACX
198
TIAA-CREF Equity Index Fund
TEIHX
199
Touchstone Focused Fund
TFFIX
200
Neuberger Berman Sustainable Equity Fund
NBSTX
201
Touchstone Focused Fund
TFFYX
202
Pax ESG Beta Quality Fund
PXGAX
203
Lazard US Equity Concentrated Portfolio
LEVOX
204
Neuberger Berman Multi-Cap Opportunities Fund
NMULX
205
Neuberger Berman Sustainable Equity Fund
NRARX
206
Fidelity Total Market Index Fund
FSKAX
207
Schwab Total Stock Market Index Fund
SWTSX
208
Vanguard Total Stock Market Index Fund
VSMPX
209
Hartford Capital Appreciation Fund
ITHIX
210
Fidelity Advisor Leveraged Company Stock Fund
FZAKX
211
Fidelity Advisor Stock Selector All Cap
FBRNX
212
Hartford Capital Appreciation Fund
HCACX
213
TIAA-CREF Social Choice Low Carbon Equity Fund
TNWCX
214
Wells Fargo Opportunity Fund
WOFNX
215
Sterling Capital Special Opportunities Fund
STRSX
216
TIAA-CREF Social Choice Low Carbon Equity Fund
TCCHX
217
Dreyfus Sustainable US Equity Fund, Inc
DTCAX
218
Fidelity Leveraged Company Stock Fund
FLCKX
219
Wells Fargo Opportunity Fund
WOFDX
220
Neuberger Berman Multi-Cap Opportunities Fund
NMUCX
221
TIAA-CREF Social Choice Low Carbon Equity Fund
TLWCX
222
BlackRock Advantage ESG U.S. Equity Fund
BIRAX
223
Hartford Capital Appreciation Fund
ITHRX
224
Lazard US Equity Concentrated Portfolio
RLUEX
225
Lazard US Equity Concentrated Portfolio
LEVIX
226
TIAA-CREF Social Choice Equity Fund
TISCX
227
BlackRock Advantage ESG U.S. Equity Fund
BIRCX
228
Midas Magic
MISEX
229
Neuberger Berman Sustainable Equity Fund
NRAAX
230
Fidelity Advisor Leveraged Company Stock Fund
FLVIX
231
John Hancock Fundamental All Cap Core Fund
JFAIX
232
Aspiration Redwood Fund
REDWX
233
John Hancock Fundamental All Cap Core Fund
JFCIX
234
Dreyfus Sustainable US Equity Fund, Inc
DRTCX
235
Hartford Capital Appreciation Fund
HCAFX
236
Hartford Capital Appreciation Fund
ITHVX
237
Dreyfus Sustainable US Equity Fund, Inc
DRTHX
238
Fidelity Leveraged Company Stock Fund
FLVCX
239
Sterling Capital Special Opportunities Fund
BOPAX
240
Hartford Capital Appreciation Fund
HCAYX
241
John Hancock Fundamental All Cap Core Fund
JFCAX
242
Fidelity Advisor Leveraged Company Stock Fund
FLSTX
243
Neuberger Berman Multi-Cap Opportunities Fund
NMUAX
244
John Hancock Fundamental All Cap Core Fund
JFACX
245
Hartford Capital Appreciation Fund
ITHSX
246
Wells Fargo Opportunity Fund
SOPVX
247
BlackRock Advantage ESG U.S. Equity Fund
BIRKX
248
Fidelity Advisor Leveraged Company Stock Fund
FLSCX
249
Vanguard Diversified Equity Fund
VDEQX
250
Segall Bryant & Hamill All Cap Fund
SBHAX
251
Sterling Capital Special Opportunities Fund
BOPCX
252
Boston Common ESG Impact US Equity Fund
BCAMX
253
Osterweis Fund
OSTFX
254
John Hancock Fundamental All Cap Core Fund
JFCCX
255
Dreyfus Sustainable US Equity Fund, Inc
DTCCX
256
Wells Fargo Opportunity Fund
WFOPX
257
Weitz Partners Value Fund
WPVLX
258
Bridgeway Aggressive Investors 1 Fund
BRAGX
259
Archer Stock Fund
ARSKX
260
John Hancock Fundamental All Cap Core Fund
JFARX
261
Beck, Mack & Oliver Partners Fund
BMPEX
262
Fort Pitt Capital Total Return Fund
FPCGX
263
Fidelity Advisor Leveraged Company Stock Fund
FLSAX
264
Weitz Partners Value Fund
WPVIX
265
Matthew 25 Fund
MXXVX
266
Fidelity Strategic Advisers Fidelity US Total Stock Fund
FCTDX
267
Pin Oak Equity Fund
POGSX
270
Davenport Equity Opportunities Fund
DEOPX
271
Domini Impact Equity Fund
DSFRX
275
Domini Impact Equity Fund
DIEQX
276
Domini Impact Equity Fund
DSEFX
277
Domini Impact Equity Fund
DSEPX
278
Catalyst Exceed Defined Risk Fund
CLPFX
279
Fidelity Disciplined Equity Fund
FDEQX
280
Catalyst Exceed Defined Risk Fund
CLPAX
281
Fidelity Disciplined Equity Fund
FDEKX
282
Aberdeen U.S. Sustainable Leaders Fund
GGLIX
283
Aberdeen U.S. Sustainable Leaders Fund
GXXIX
284
PartnerSelect Equity Fund
MSEFX
285
IMS Capital Value Fund
IMSCX
286
Miller Opportunity Trust
LMNOX
287
Aberdeen U.S. Sustainable Leaders Fund
GXXCX
288
Miller Opportunity Trust
LGOAX
289
Miller Opportunity Trust
MVISX
290
Miller Opportunity Trust
LMOFX
291
Miller Opportunity Trust
LMOPX
292
Miller Opportunity Trust
LMORX
293
Sequoia Fund
SEQUX
294
Neuberger Berman Focus Fund
NFALX
295
Neuberger Berman Focus Fund
NBFCX
296
Neuberger Berman Focus Fund
NFAAX
297
Neuberger Berman Focus Fund
NBFAX
298
Neuberger Berman Focus Fund
NFACX
299
Neuberger Berman Focus Fund
NBSSX
300
Rational Dynamic Brands Fund
HSUTX
301
Rational Dynamic Brands Fund
HSUCX
302
Rational Dynamic Brands Fund
HSUAX
312
Ivy Accumulative Fund
IATCX
313
Ivy Accumulative Fund
IATIX
314
Ivy Accumulative Fund
IATAX
