Tickerfunds

Mutual Funds

Index Funds Performance

Category Average Return				2.1%	17.1%	40.0%
Russell 1000 Index				0.0%	0.0%	0.0%

Ticker	Fund Name	2025	2024	2023
CSXAX	Calvert US Large Cap Core Responsible Index Fund +	3.8%	21.9%	25.9%
CSXCX	Calvert US Large Cap Core Responsible Index Fund	0%	19%	25.8%
CISIX	Calvert US Large Cap Core Responsible Index Fund	-1%	22.1%	26%
CSXRX	Calvert US Large Cap Core Responsible Index Fund	1.1%	22%	25.9%
CECFX	Columbia Large Cap Enhanced Core Fund +	0%	21.7%	20%
NMIAX	Columbia Large Cap Enhanced Core Fund	2.8%	10.5%	20.1%
CCERX	Columbia Large Cap Enhanced Core Fund	1.1%	10.4%	20.1%
CLNCX	Columbia Large Cap Enhanced Core Fund	0%	5.1%	20%
CECYX	Columbia Large Cap Enhanced Core Fund	0%	18.4%	20.1%
NMIMX	Columbia Large Cap Enhanced Core Fund	2.8%	10.5%	20.1%
DFELX	DFA Enhanced US Large Company Portfolio	-0.3%	20%	22.7%
FLCEX	Fidelity Large Cap Core Enhanced Index Fund	0%	0%	17.4%
FLCPX	Fidelity SAI US Large Cap Index Fund	1%	17.8%	17.4%
FITLX	Fidelity US Sustainability Index Fund	0%	20.5%	27.6%
GSPFX	Gotham Enhanced S&P 500 Index Fund	4.3%	10.9%	21.6%
GINDX	Gotham Index Plus Fund +	4.8%	22.4%	21.4%
GNNDX	Gotham Index Plus Fund	0%	29%	21.4%
GCEQX	Green Century Equity Fund +	0%	19%	27.5%
GCEUX	Green Century Equity Fund	1.4%	20.4%	27.4%
TVDAX	Guggenheim RBP Large-Cap Defensive Fund	0%	14.1%	20.5%
INDEX	Index Funds S&P 500 Equal Weight	1.2%	22.4%	8.8%
BRGKX	iShares Russell 1000 Large-Cap Index Fund +	0%	26.5%	24.4%
BRGNX	iShares Russell 1000 Large-Cap Index Fund	0%	23.8%	24.5%
BRGAX	iShares Russell 1000 Large-Cap Index Fund	0%	26.5%	24.4%
MWATX	Metropolitan West AlphaTrak 500 Fund	0%	4.9%	21.9%
PQBMX	PGIM QMA US Broad Market Index Fund	0%	0%	-27.1%
PIXPX	PIMCO RAE PLUS Fund +	-0.2%	3.1%	245.7%
PIXAX	PIMCO RAE PLUS Fund	0%	4.7%	244.3%
PIXCX	PIMCO RAE PLUS Fund	2.2%	0.2%	241.3%
PXTNX	PIMCO RAE PLUS Fund	5.5%	3%	246.4%
PXTIX	PIMCO RAE PLUS Fund	5.6%	3.2%	246.3%
BLPIX	ProFunds Bull ProFund +	-0.2%	20.2%	24.1%
BLPSX	ProFunds Bull ProFund	3.6%	19%	22.9%
RYDAX	Rydex Dow Jones Industrial Average Fund +	2.2%	11.2%	13.5%
RYDKX	Rydex Dow Jones Industrial Average Fund	1.5%	10.3%	12.6%
RYDHX	Rydex Dow Jones Industrial Average Fund	5.1%	11.2%	13.5%
SNXFX	Schwab 1000 Index Fund	3.6%	23%	24.7%
SFLNX	Schwab Fundamental US Large Company Index Fund	3.7%	14.8%	15.9%
LCIAX	SEI Large Cap Index Fund +	-0.6%	8.2%	11.5%
SLGFX	SEI Large Cap Index Fund	0%	20.3%	24.6%
SEEKX	Steward Large Cap Enhanced Index Fund +	0%	19.4%	20.9%
SEEBX	Steward Large Cap Enhanced Index Fund	0%	6.3%	18.6%
SEEHX	Steward Large Cap Enhanced Index Fund	2.2%	11.4%	19.5%
SEECX	Steward Large Cap Enhanced Index Fund	3.9%	13.8%	20.7%
VFTNX	Vanguard FTSE Social Index Fund	0%	24.7%	30.2%
VLCAX	Vanguard Large-Cap Index Fund +	0%	28.4%	25.3%
VLISX	Vanguard Large-Cap Index Fund	-0.8%	23.5%	25.3%
VLACX	Vanguard Large-Cap Index Fund	0%	21.3%	25.3%
VMCTX	Vanguard Mega Cap Index Fund	3.7%	25.6%	27.8%
VRNIX	Vanguard Russell 1000 Index Fund	0.6%	22.9%	24.6%
EVSYX	Wells Fargo Disciplined US Core Fund +	0.7%	21.8%	15.4%
EVSAX	Wells Fargo Disciplined US Core Fund	-0.3%	21.4%	15%
EVSTX	Wells Fargo Disciplined US Core Fund	0%	23.7%	13.8%
EVSHX	Wells Fargo Disciplined US Core Fund	0%	0%	15.9%
EVSRX	Wells Fargo Disciplined US Core Fund	0%	24.5%	15.4%
EVSIX	Wells Fargo Disciplined US Core Fund	0%	23.5%	15.2%