Mutual Funds - Latest Summary ( 3017 Funds, 9674 Classes )


LGM Risk Managed Total Return Fund

NA > NA

LBETX rank - 26 of 47

The fund seeks primarily total return and secondarily limiting risk by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process employs a fund of funds strategy which means it inves

YTD
-0.42%
2021
-0.42%

Salient Global Real Estate Fund

NA > NA

KIRAX rank - 15 of 130

The fund seeks total return by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities issued by U.S. and non-U.S. real estate compani

YTD
-1.05%
2021
17.65%

The fund seeks capital appreciation by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities that are tied economically to emerging

YTD
1.37%
2021
-12.21%

The fund seeks to replicate the total return performance of the benchmark index before fees and expenses by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team

YTD
1.21%
2021
1.21%

Pioneer International Equity Fund

Multi-Cap > Core

PIIFX rank - 406 of 523

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of non-U.S. issuers, l

YTD
-1.16%
2021
2.13%

iShares Edge MSCI Multifactor USA Index Fund

Multi-Cap > Value

BIMFX rank - 164 of 175

The fund seeks to replicate the total return performance of the benchmark index before fees and expenses by investing in mid-and large-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
0%
2021
2.43%

Franklin Mutual Shares Fund

Multi-Cap > Value

TESRX rank - 64 of 175

The fund seeks primarily capital appreciation and secondarily income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securi

YTD
2.3%
2021
6.37%

Donoghue Forlines Momentum Fund

NA > NA

MOJOX rank - 47 of 47

The fund seeks primarily capital appreciation and secondarily income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equally-weighted stocks at th

YTD
-6.48%
2021
-6.48%

American Growth Fund Series Two

Large-Cap > Growth

AMREX rank - 1 of 662

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stocks and securities convertible into

YTD
814.29%
2021
-98.16%

Dunham Small Cap Growth Fund

Small-Cap > Growth

DADGX rank - 244 of 454

The fund seeks to maximize capital appreciation by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in growth-oriented com

YTD
-6.44%
2021
-12.58%

American Beacon Bahl & Gaynor Small Cap Growth Fund

Small-Cap > Growth

GBSAX rank - 62 of 454

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in high-quality d

YTD
-3.87%
2021
7.91%

William Blair Small-Mid Cap Growth Fund

Mid-Cap > Growth

WSMDX rank - 73 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the

YTD
-4.68%
2021
-1.48%

Wells Fargo Special Mid Cap Value Fund

Mid-Cap > Value

WFHHX rank - 84 of 245

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant porti

YTD
1.53%
2021
15.84%

Wells Fargo Enterprise Fund

Mid-Cap > Growth

SENAX rank - 321 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant porti

YTD
-10.92%
2021
-12.56%

Weitz Hickory Fund

Mid-Cap > Value

WEHIX rank - 202 of 245

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in above-average to highest-quality businesses that are

YTD
-2.42%
2021
9.46%

Wasatch Core Growth Fund

Mid-Cap > Growth

WGROX rank - 167 of 342

The fund seeks primarily capital appreciation in the long term and secondarily income by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team inve

YTD
-7.16%
2021
2.91%

Voya MidCap Opportunities Fund

Mid-Cap > Growth

IMORX rank - 194 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that h

YTD
-7.56%
2021
-15.36%

Villere Equity Fund

Mid-Cap > Growth

VLEQX rank - 33 of 342

The fund seeks growth in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The research p

YTD
-2.69%
2021
-1.74%

Vanguard S&P Mid-Cap 400 Value Index Fund

Mid-Cap > Value

VMFVX rank - 76 of 245

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
1.62%
2021
27.82%

Vanguard S&P Mid-Cap 400 Growth Index Fund

Mid-Cap > Growth

VMFGX rank - 58 of 342

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
-3.84%
2021
18.29%

Vanguard Mid-Cap Value Index Fund

Mid-Cap > Value

VMVAX rank - 103 of 245

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
1.78%
2021
25.82%

Vanguard Mid-Cap Growth Index Fund

Mid-Cap > Growth

VMGIX rank - 285 of 342

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team uti

YTD
-9.16%
2021
20.18%

Vanguard Mid-Cap Growth Fund

Mid-Cap > Growth

VMGRX rank - 113 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that demonstrate superior

YTD
-9.19%
2021
-19.53%

Vanguard Explorer Value Fund

Mid-Cap > Value

VEVFX rank - 170 of 245

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are estimat

YTD
0.5%
2021
22.71%

Value Line Mid Cap Focused Fund, Inc

Mid-Cap > Growth

VLIFX rank - 87 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The tea

YTD
-5.86%
2021
10.43%

Tributary Growth Opportunities Fund

Mid-Cap > Growth

FOGPX rank - 121 of 342

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common st

YTD
-6.16%
2021
-8.24%

TorrayResolute Small-Mid Cap Growth Fund

Mid-Cap > Growth

TRSDX rank - 347 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies with superior op

YTD
-100%
2021
-56.79%

Tocqueville Opportunity Fund

Mid-Cap > Growth

TOPPX rank - 328 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that exhibit abo

YTD
-14.3%
2021
-3.14%

Timothy Plan Aggressive Growth Fund

Mid-Cap > Growth

TAAGX rank - 144 of 342

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity se

YTD
-6.62%
2021
8.14%

TCW Relative Value Mid Cap Fund

Mid-Cap > Value

TGVNX rank - 148 of 245

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

In sele

YTD
0.8%
2021
16.9%

T. Rowe Price New Horizons Fund, Inc

Mid-Cap > Growth

PRJIX rank - 51 of 342

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stocks of small, emerging growth compa

YTD
-13.69%
2021
-6.65%

T. Rowe Price Institutional Mid-Cap Equity Growth Fund

Mid-Cap > Growth

PMEGX rank - 129 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies with above-average earning

YTD
-7.12%
2021
2.14%

Sterling Capital Stratton Mid Cap Value Fund

Mid-Cap > Value

STRGX rank - 224 of 245

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a diversified portfolio of common st

YTD
-0.81%
2021
14.32%

Schwartz Value Focused Fund

Mid-Cap > Value

RCMFX rank - 220 of 245

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities (which incl

YTD
-0.67%
2021
22.86%

Rydex S&P MidCap 400 Pure Value Fund

Mid-Cap > Value

RYAVX rank - 58 of 245

The fund seeks to provide investment results that match, before fees and expenses, the performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research te

YTD
3.67%
2021
24.05%

Reinhart Genesis PMV Fund

Mid-Cap > Value

RPMFX rank - 197 of 245

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The team utilize

YTD
-0.07%
2021
18.49%

RBC SMID Cap Growth Fund

Mid-Cap > Growth

RSMRX rank - 111 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of growth compa

YTD
-5.9%
2021
-2.04%

ProFunds Mid-Cap Value ProFund

Mid-Cap > Value

MLPIX rank - 126 of 245

The fund seeks investment results, before fees and expenses, that correspond to the performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team

YTD
1.63%
2021
26.99%

ProFunds Mid-Cap Growth ProFund

Mid-Cap > Growth

MGPIX rank - 36 of 342

The fund seeks investment results, before fees and expenses, that correspond to the performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team

YTD
-5.61%
2021
-7.72%

Penn Capital Mid Cap Core Fund

NA > NA

PSMPX rank - 246 of 442

The fund seeks capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

Equity securities in which the fu

YTD
-0.78%
2021
-0.78%

Papp Small & Mid-Cap Growth Fund

Mid-Cap > Growth

PAPPX rank - 123 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of compa

YTD
-6.19%
2021
8.55%

Nicholas II Fund

Mid-Cap > Growth

NCTWX rank - 43 of 342

The fund seeks growth in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that demonstrate growth potential.

YTD
-2.96%
2021
10.39%

Vaughan Nelson Mid Cap Fund

NA > NA

VNVAX rank - 209 of 442

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies earnin

YTD
-0.44%
2021
-0.44%

MFAM Mid Cap Growth Fund

NA > NA

FOGIX rank - 0 of 442

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in high-quality companies from a broad range of

YTD
-100%
2021
-100%

Meeder Quantex Fund

Mid-Cap > Value

QNTAX rank - 243 of 245

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stock of mid-capitalization companies,

YTD
-13.81%
2021
28.17%

Manager Directed Spyglass Growth Fund

Mid-Cap > Growth

SPYGX rank - 71 of 342

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stocks of U.S. growth

YTD
-4.45%
2021
-20.05%

Madison Mid Cap Fund

Mid-Cap > Growth

GTSGX rank - 60 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The res

YTD
-3.98%
2021
21%

Lord Asset Thomas White American Opportunities Fund

Mid-Cap > Core

TWAOX rank - 191 of 286

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities (consist

YTD
-1.99%
2021
23.31%

Lord Abbett Mid Cap Stock Fund Inc

Mid-Cap > Value

LAVLX rank - 200 of 245

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are estimated to trade below their fai

YTD
0%
2021
18.37%

Janus Henderson Enterprise Fund

Mid-Cap > Growth

JAENX rank - 1 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies exhibiting growth potentia

YTD
-2.69%
2021
0.28%

Invesco American Value Fund

Mid-Cap > Value

MSAFX rank - 27 of 245

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of U.S. issuers, and in d

YTD
2.69%
2021
13.1%

Guggenheim SMid Cap Value Fund

NA > NA

SEVPX rank - 70 of 442

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities, which i

YTD
1.37%
2021
1.37%

GoodHaven Fund

Mid-Cap > Value

GOODX rank - 138 of 245

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The team prefers

YTD
0.91%
2021
35.71%

Fuller & Thaler Behavioral Mid-Cap Value Fund

Mid-Cap > Value

FTVNX rank - 79 of 245

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process relies on proprietary behavioral finance research.

<
YTD
2.03%
2021
30.95%

Franklin Small-Mid Cap Growth Fund

Mid-Cap > Growth

FMGGX rank - 275 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

YTD
-8.87%
2021
-2.55%

Frank Value Fund

Mid-Cap > Value

FNKCX rank - 141 of 245

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are trading at

YTD
0.87%
2021
0%

Fiera Capital Small-Mid-Cap Growth Fund

Mid-Cap > Growth

APSGX rank - 46 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in growth-oriented companies

YTD
-3.22%
2021
4.68%

Fidelity Mid Cap Value K6 Fund

Mid-Cap > Value

FCMVX rank - 217 of 245

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund&rsquo

YTD
-0.57%
2021
32.23%

Fidelity Low-Priced Stock K6 Fund

Mid-Cap > Value

FLKSX rank - 96 of 245

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s net

YTD
1.44%
2021
17.55%

Fidelity Advisor Mid Cap Value Fund

Mid-Cap > Value

FIDFX rank - 179 of 245

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund&rsquo

YTD
1.17%
2021
31.41%

Federated Hermes Kaufmann Fund

NA > NA

KAUCX rank - 403 of 442

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in common st

YTD
-6.22%
2021
-6.22%

Eventide Gilead Fund

Mid-Cap > Growth

ETAGX rank - 198 of 342

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a broad range of equity secur

YTD
-11.85%
2021
4.22%

Emerald Insights Fund

Mid-Cap > Growth

EFCAX rank - 48 of 342

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of U.S. com

YTD
-3.27%
2021
6.69%

DFA US Vector Equity Portfolio

Mid-Cap > Value

DFVEX rank - 137 of 245

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of U.S. operating

YTD
0.93%
2021
19.89%

CRM Small-Mid Cap Value Fund

Mid-Cap > Value

CRIAX rank - 226 of 245

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity and equity related

YTD
-1.31%
2021
-5.63%

Copeland SMID Cap Dividend Growth Fund

Mid-Cap > Growth

CSMDX rank - 26 of 342

The fund seeks capital appreciation in the long term and income generation by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in comp

YTD
-2.48%
2021
14.74%

Columbia Acorn Fund

Mid-Cap > Growth

CEARX rank - 177 of 342

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in U.S. compani

YTD
-7.68%
2021
-12.92%

Champlain Mid Cap Fund

Mid-Cap > Growth

CIPIX rank - 94 of 342

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that have excellent long-term fundamentals,

YTD
-5.46%
2021
13.17%

Buffalo Mid Cap Fund

Mid-Cap > Growth

BUFMX rank - 62 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

The tea

YTD
-4.11%
2021
2.18%

Bridge Builder Small-Mid Cap Value Fund

Mid-Cap > Value

BBVSX rank - 108 of 245

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The fund manages assets with the help of eight sub-advisers namely American Century Investment Management, Inc., BlackRock Investment Management, LLC, Boston Partners Global Investors, Inc., Diamond Hill Capital Management, Inc., LSV Asset Management, MFS Investment Management, Silve

YTD
1.29%
2021
15.16%

Bridge Builder Small-Mid Cap Growth Fund

Mid-Cap > Growth

BBGSX rank - 118 of 342

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The fund manages assets with the help of five sub-advisers namely Artisan Partners Limited Partnership, BlackRock Investment Management, LLC, Champlain Investment Partners, LLC, Eagle Asset Management, Inc. and Stephens Investment Management Group, LLC.

The fund prefers a m

YTD
-6.09%
2021
-1.76%

BlackRock Mid-Cap Growth Equity Portfolio

Mid-Cap > Growth

BMGAX rank - 300 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities that have above-av

YTD
-11.89%
2021
8.13%

Baird Small-Mid Cap Value Fund

Mid-Cap > Value

BMVIX rank - 154 of 245

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities.

YTD
-100%
2021
12.69%

Baird MidCap Fund

Mid-Cap > Growth

BMDIX rank - 217 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in the equity securities of U.S. and fo

YTD
-7.88%
2021
4.93%

Azzad Ethical Fund

Mid-Cap > Growth

ADJEX rank - 289 of 342

The fund seeks total returns in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to invest in high-quality co

YTD
-9.24%
2021
4.16%

Artisan Mid Cap Fund

Mid-Cap > Growth

APDMX rank - 305 of 342

The fund seeks maximum capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to invest in companies demonstrat

YTD
-9.72%
2021
-6.33%

Aquila Three Peaks Opportunity Growth Fund

Mid-Cap > Growth

ATGAX rank - 40 of 342

The fund seeks capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities that exh

YTD
-2.85%
2021
-9.41%

American Century Heritage Fund

Mid-Cap > Growth

AHGCX rank - 261 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies exhibiting the potential t

YTD
-11.42%
2021
-10.86%

Virtus AllianzGI Mid-Cap Growth Fund

NA > NA

DRMAX rank - 0 of 442

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies exhibi

YTD
-100%
2021
-100%

Alger Mid Cap Focus Fund

Mid-Cap > Growth

AFOIX rank - 59 of 342

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies experiencing positive dyna

YTD
-3.88%
2021
-3.88%

T. Rowe Price Large-Cap Value Fund

NA > NA

TILCX rank - 0 of 442

The fund seeks primarily capital appreciation in the long term and secondarily income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team inv

YTD
-100%
2021
-100%

John Hancock Disciplined Value Fund

Large-Cap > Value

JDVFX rank - 54 of 396

The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research

YTD
4.96%
2021
11.66%

Zacks Dividend Fund

NA > NA

ZDIIX rank - 113 of 361

The fund seeks capital appreciation and dividend income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of divid

YTD
2.54%
2021
20.21%

Westfield Capital Dividend Growth Fund

NA > NA

WCDGX rank - 351 of 361

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying equity se

YTD
-3.79%
2021
4.32%

Voya US High Dividend Low Volatility Fund

NA > NA

VHDAX rank - 286 of 361

The fund seeks to maximize total return by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of dividend-paying s

YTD
-0.76%
2021
-5.25%

Voya Large Cap Value Fund

NA > NA

IEDAX rank - 144 of 361

The fund seeks capital appreciation in the long term and current income by investing in mega-and large-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research te

YTD
1.08%
2021
8.45%

Vanguard Dividend Growth Fund

NA > NA

VDIGX rank - 282 of 361

The fund seeks primarily income growth and secondarily capital appreciation in the long term and current income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

N

YTD
-1.91%
2021
18.17%

Vanguard Dividend Appreciation Index Fund

NA > NA

VDADX rank - 220 of 361

The fund seeks to track total return performance of the benchmark index before fees and expenses by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes an

YTD
-3.06%
2021
21.75%

USAA Income Stock Fund

NA > NA

URISX rank - 130 of 361

The fund seeks current income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in stocks of companies that pay dividends.

YTD
1.2%
2021
15.08%

Touchstone International ESG Equity Fund

NA > NA

TPYAX rank - 159 of 442

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equi

YTD
0.46%
2021
0.46%

The fund seeks primarily a high level of dividend income and secondarily capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equi

YTD
1.77%
2021
17.15%

T Rowe Price Dividend Growth Fund, Inc

NA > NA

PDGIX rank - 324 of 361

The fund seeks dividend income and capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in stocks

YTD
-2.8%
2021
23.19%

Sterling Capital Equity Income Fund

NA > NA

STREX rank - 223 of 361

The fund seeks capital appreciation and current income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying equity secu

YTD
-0.31%
2021
24.21%

Sit Small Cap Dividend Growth Fund

NA > NA

SDFSX rank - 343 of 361

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team inve

YTD
-2.18%
2021
13.84%

Sit Dividend Growth Fund

NA > NA

SDVGX rank - 319 of 361

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in divi

YTD
-1.16%
2021
13.74%

Shelton Equity Income Fund

NA > NA

EQTKX rank - 360 of 442

The fund seeks a high level of income and capital appreciation by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing

YTD
-3.17%
2021
-3.17%

Seven Canyons Strategic Income Fund

NA > NA

WASIX rank - 363 of 361

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team

YTD
-15.16%
2021
30.45%

Schwab Dividend Equity Fund

NA > NA

SWDSX rank - 236 of 361

The fund seeks current income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend paying common and preferred stocks

YTD
-0.19%
2021
9.84%

Royce Dividend Value Fund

NA > NA

RDVCX rank - 299 of 361

The fund seeks capital appreciation in the long term and current income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying securities

YTD
-1.31%
2021
4.68%

RNC Genter Dividend Income Fund

NA > NA

GDIIX rank - 12 of 361

The fund seeks capital appreciation in the long term and current income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities that hav

YTD
3.41%
2021
19.7%

Rational Equity Armor Fund

NA > NA

HDCAX rank - 17 of 47

The fund seeks total return by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stock of dividend paying companies.

YTD
0.78%
2021
0.78%

Principal Small-MidCap Dividend Income Fund

NA > NA

PMDDX rank - 153 of 361

The fund seeks current income and capital appreciation and income in the long term by investing in small-and mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests

YTD
1.46%
2021
28.03%

Principal Equity Income Fund

NA > NA

PQIAX rank - 194 of 361

The fund seeks current income and capital appreciation and income in the long term by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests

YTD
0.48%
2021
16.2%

Donoghue Forlines Dividend Fund

NA > NA

PWDAX rank - 16 of 47

The fund seeks primarily total return and secondarily capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to track the W.E. Donoghue P

YTD
0.93%
2021
0.93%

Pioneer Equity Income Fund

NA > NA

PEQKX rank - 138 of 361

The fund seeks current income and capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income producing equity se

YTD
1.29%
2021
14.13%

PGIM Jennison Global Equity Income Fund

NA > NA

PJERX rank - 128 of 442

The fund seeks income and capital appreciation by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing equity and equ

YTD
1.29%
2021
1.29%

Payden Equity Income Fund

NA > NA

PYVSX rank - 224 of 361

The fund seeks capital appreciation and some current income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies with abo

YTD
-0.05%
2021
3.16%

Pax Global Sustainable Infrastructure Fund

NA > NA

PAXDX rank - 296 of 442

The fund seeks capital appreciation and income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that derive significant revenues from own

YTD
-1.29%
2021
-1.29%

Parnassus Core Equity Fund

NA > NA

PRILX rank - 326 of 361

The fund seeks capital appreciation and current income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in equity se

YTD
-1.95%
2021
18.23%

Invesco Rising Dividends Fund

NA > NA

OARDX rank - 334 of 442

The fund seeks total return by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that pay dividends or are estimated to begin

YTD
-2.18%
2021
-2.18%

Northern Income Equity Fund

NA > NA

NOIEX rank - 295 of 361

The fund seeks a high level of current income and capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-pro

YTD
-1.28%
2021
11.92%

North Star Dividend Fund

NA > NA

NSDVX rank - 221 of 361

The fund seeks primarily dividend income and secondarily moderate capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a diversifi

YTD
0.08%
2021
12.54%

Nicholas Equity Income Fund

NA > NA

NSEIX rank - 353 of 361

The fund seeks primarily reasonable income and secondarily moderate capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team inv

YTD
-3.57%
2021
16.65%

MFS Equity Income Fund

NA > NA

EQNAX rank - 120 of 361

The fund seeks total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing equity securities, such as dividend-paying common sto

YTD
1.29%
2021
16.2%

Matrix Advisors Dividend Fund

NA > NA

MADFX rank - 35 of 361

The fund seeks current income and capital appreciation by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying common

YTD
4.16%
2021
20.54%

Matisse Discounted Closed-End Fund Strategy

NA > NA

MDCEX rank - 183 of 361

The fund seeks capital appreciation in the long term and income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process employs a fund of funds strategy and invests in unaffilia

YTD
0.89%
2021
-19.14%

Madison Dividend Income Fund

NA > NA

BHBFX rank - 184 of 361

The fund seeks current income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of companies with a histo

YTD
0.59%
2021
9.8%

Lord Abbett Dividend Growth Fund

NA > NA

LAMHX rank - 376 of 442

The fund seeks current income and capital appreciation by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies exhibiting the

YTD
-3.87%
2021
-3.87%

Lord Abbett Affiliated Fund, Inc

NA > NA

LAFSX rank - 310 of 361

The fund seeks capital appreciation in the long term and income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that

YTD
-1.51%
2021
22.14%

KEELEY Small Cap Dividend Value Fund

NA > NA

KSDVX rank - 89 of 361

The fund seeks capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying companies.

The team favor

YTD
1.91%
2021
11.65%

KEELEY Mid Cap Dividend Value Fund

NA > NA

KMDVX rank - 188 of 361

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying companies.

The team favors

YTD
0.52%
2021
23.67%

JPMorgan U.S. Value Fund

NA > NA

VGICX rank - 135 of 442

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in attractively valued securi

YTD
1.19%
2021
1.19%

JPMorgan Equity Income Fund

NA > NA

OIEPX rank - 112 of 361

The fund seeks capital appreciation and current income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in the equity securities o

YTD
1.58%
2021
20.78%

Johnson Equity Income Fund

NA > NA

JEQIX rank - 315 of 361

The fund seeks above average dividend income and capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team in

YTD
-1.65%
2021
16.24%

John Hancock Equity-Income Fund

NA > NA

JHEIX rank - 53 of 361

The fund seeks to provide substantial dividend income and capital appreciation in the long term by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the researc

YTD
4.09%
2021
14.53%

The fund seeks to replicate total return performance of the benchmark index before fees and expenses by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the re

YTD
-0.13%
2021
-0.13%

Invesco Income Advantage U.S. Fund

NA > NA

SCAUX rank - 0 of 442

The fund seeks income and capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a diversified portfolio of equity

YTD
-100%
2021
-100%

Invesco Growth & Income Fund

NA > NA

GIFFX rank - 6 of 361

The fund seeks total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing equity securities, which include common stocks and co

YTD
3.72%
2021
5.97%

Invesco Dividend Income Fund

NA > NA

IAUTX rank - 26 of 361

The fund seeks current income and capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-p

YTD
3.29%
2021
11.14%

Invesco Diversified Dividend Fund

NA > NA

LCEFX rank - 52 of 361

The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in divi

YTD
2.95%
2021
0.2%

Integrity ESG Growth & Income Fund

NA > NA

IGIAX rank - 358 of 442

The fund seeks primarily capital appreciation in the long term and secondarily dividend income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research tea

YTD
-2.68%
2021
-2.68%

Integrity Energized Dividend Fund

NA > NA

NRGDX rank - 71 of 361

The fund seeks primarily capital appreciation in the long term and secondarily high current income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research

YTD
-100%
2021
21.11%

Integrity Dividend Harvest Fund

NA > NA

IDHCX rank - 109 of 361

The fund seeks primarily to maximize total return and secondarily capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the res

YTD
1.53%
2021
20.1%

ICON Equity Income Fund

NA > NA

IEQAX rank - 98 of 361

The fund seeks modest capital appreciation and income by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companie

YTD
1.74%
2021
9.86%

Huber Capital Equity Income Fund

NA > NA

HULEX rank - 238 of 361

The fund seeks current income and capital appreciation by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are esti

YTD
-0.2%
2021
32.7%

Hodges Blue Chip Equity Income Fund

NA > NA

HDPBX rank - 361 of 361

The fund seeks income and capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income produci

YTD
-9.91%
2021
23.6%

HCM Dividend Sector Plus Fund

NA > NA

HCMNX rank - 320 of 361

The fund seeks capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend paying equity se

YTD
-2.2%
2021
37.59%

Hartford Equity Income Fund

NA > NA

HQIFX rank - 174 of 361

The fund seeks a high level of current income and capital appreciation by investing in mega-and large-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research tea

YTD
1.14%
2021
15.12%

Hartford Dividend & Growth Fund

NA > NA

HDGFX rank - 249 of 361

The fund seeks a high level of current income and capital appreciation by investing in mega-and large-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research tea

YTD
-0.12%
2021
24.13%

Hanlon Tactical Dividend and Momentum Fund

NA > NA

HTDAX rank - 328 of 361

The fund seeks capital appreciation and current income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team employs a rules-based investment strategy, that includ

YTD
-1.97%
2021
3.13%

Hamlin High Dividend Equity Fund

NA > NA

HHDFX rank - 232 of 361

The fund seeks high current income and capital appreciation in the long term by investing in size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying

YTD
0.5%
2021
25.39%

Guggenheim RBP Dividend Fund

NA > NA

TVEAX rank - 362 of 361

The fund seeks to replicate total return performance of the Guggenheim RBP Dividend Index before fees and expenses by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-15.04%
2021
27.22%

Great-West Large Cap Value Fund

NA > NA

MXVHX rank - 114 of 442

The fund seeks capital appreciation and current income by investing in mid-and large-size companies in the United States.

The fund manages assets with the help of two sub-advisers namely Putnam Investment Management, LLC, and T. Rowe Price Associates, Inc.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The

YTD
1.61%
2021
1.61%

Goldman Sachs Equity Income Fund

NA > NA

GRGUX rank - 182 of 361

The fund seeks capital appreciation in the long term and growth of income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity investments that

YTD
0.6%
2021
12.67%

Glenmede Equity Income Portfolio

NA > NA

GEQIX rank - 250 of 361

The fund seeks a high level of current income and capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team i

YTD
-0.69%
2021
20.22%

Franklin Equity Income Fund

NA > NA

FEIFX rank - 193 of 361

The fund seeks to maximize total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities, including securities convertible into c

YTD
0.03%
2021
16.31%

Fidelity Strategic Dividend & Income Fund

NA > NA

FSDIX rank - 359 of 361

The fund seeks reasonable income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The fund utilizes a strategy of investing in Fidelity’s central funds

YTD
-7.18%
2021
16.91%

Fidelity Series Value Discovery Fund

NA > NA

FNKLX rank - 125 of 361

The fund seeks capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s net assets in equity se

YTD
1.27%
2021
15.84%

Fidelity Growth & Income Portfolio

NA > NA

FGRIX rank - 85 of 361

The fund seeks high total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s net assets in companies th

YTD
2.04%
2021
18.75%

Fidelity Equity-Income Fund

NA > NA

FEQIX rank - 114 of 361

The fund seeks reasonable income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s n

YTD
1.44%
2021
12.81%

Fidelity Equity Dividend Income Fund

NA > NA

FEQTX rank - 21 of 361

The fund seeks reasonable income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s n

YTD
3.12%
2021
9.5%

Fidelity Dividend Growth Fund

NA > NA

FDGKX rank - 346 of 361

The fund seeks capital appreciation by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s net

YTD
-3%
2021
18.6%

The fund seeks reasonable income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The fund utilizes a strategy of investing in Fidelity’s central funds

YTD
-0.97%
2021
9.45%

Fidelity Advisor Growth & Income Fund

NA > NA

FGIOX rank - 73 of 361

The fund seeks high total return by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s net assets in companies th

YTD
2.18%
2021
21.15%

Fidelity Advisor Equity Income Fund

NA > NA

FZAGX rank - 15 of 361

The fund seeks primarily dividend and interest income and secondarily capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a signific

YTD
3.63%
2021
10.48%

Fidelity Advisor Dividend Growth Fund

NA > NA

FADAX rank - 313 of 361

The fund seeks capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests a significant portion of the fund’s net assets in equity se

YTD
-1.48%
2021
20.94%

The fund seeks to provide income and capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in high

YTD
4.24%
2021
4.24%

Federated Hermes Equity Income Fund, Inc.

NA > NA

LEIBX rank - 121 of 442

The fund seeks above-average income and capital appreciation by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing equi

YTD
1.47%
2021
1.47%

FBP Equity & Dividend Plus Fund

NA > NA

FBPEX rank - 1 of 361

The fund seeks above-average income growth and capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securi

YTD
4.6%
2021
18.38%

FAM Dividend Focus Fund

NA > NA

FAMEX rank - 379 of 442

The fund seeks current income and capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-pro

YTD
-4.44%
2021
-4.44%

Destinations Equity Income Fund

NA > NA

DGEFX rank - 81 of 361

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in companies in the United States.

The fund manages assets with the help of three sub-advisers namely Federated Equity Management Company of Pennsylvania, Neuberger Berman Investment Advisers LLC, and NWQ Investment Management Company, LLC.

The fund prefers a multi-mana

YTD
2.1%
2021
18.82%

Copeland Dividend Growth Fund

NA > NA

CDCRX rank - 39 of 47

The fund seeks capital appreciation in the long term and income generation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equities of companies w

YTD
-3.82%
2021
-3.82%

Columbia Dividend Opportunity Fund

NA > NA

CDOYX rank - 77 of 361

The fund seeks primarily a high level of current income and secondarily growth of income and capital by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the resear

YTD
2.13%
2021
11.6%

Columbia Dividend Income Fund

NA > NA

CDDRX rank - 244 of 361

The fund seeks total return by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in income-producing (dividend-paying) equity securities,

YTD
0.03%
2021
22.55%

Cohen & Steers Alternative Income Fund

NA > NA

DVFRX rank - 28 of 47

The fund seeks primarily a high level of current income and secondarily capital appreciation by investing in companies in the United States.

The fund manages assets with the help of two sub-advisers namely Cohen & Steers Asia Limited, and Cohen & Steers UK Limited.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside ri

YTD
-0.49%
2021
-0.49%

ClearBridge Tactical Dividend Income Fund

NA > NA

LADIX rank - 267 of 361

The fund seeks primarily to generate high current income and secondarily capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Nex

YTD
-0.82%
2021
20.69%

The fund seeks primarily significant income and secondarily capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research

YTD
2.39%
2021
11.11%

CIBC Atlas Equity Income Fund

NA > NA

AWYIX rank - 338 of 361

The fund seeks current income and capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity sec

YTD
-2.51%
2021
21.92%

The fund seeks maximum total return by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities of companies that offer high

YTD
-1.75%
2021
-1.75%

Dearborn Partners Rising Dividend Fund

NA > NA

DRDAX rank - 354 of 361

The fund seeks current income and capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in the equity

YTD
-4.95%
2021
23.18%

Day Hagan Logix Smart Value Fund

NA > NA

DHQAX rank - 9 of 47

The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Nex

YTD
1.53%
2021
1.53%

Davenport Value and Income Fund

NA > NA

DVIPX rank - 107 of 361

The fund seeks capital appreciation in the long term and current income by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies

YTD
1.57%
2021
17.87%

Cullen High Dividend Equity Fund

NA > NA

CHVCX rank - 82 of 361

The fund seeks capital appreciation in the long term and current income by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common

YTD
2.08%
2021
12.76%

Cullen Enhanced Equity Income Fund

NA > NA

ENHCX rank - 31 of 361

The fund seeks capital appreciation in the long term and current income by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common

YTD
3.82%
2021
12.14%

Crawford Large Cap Dividend Fund

NA > NA

CDGCX rank - 363 of 442

The fund seeks total return by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that pay or are estimated to pay regular

YTD
-3.23%
2021
-3.23%

The fund seeks to track the price and yield performance, before fees and expenses, of the Cboe S&P 500 Dividend Aristocrats Target Income Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunit

YTD
-0.9%
2021
18.15%

Carillon Eagle Growth & Income Fund

NA > NA

HIGUX rank - 293 of 361

The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in mid-and large-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-1.26%
2021
15.89%

Calamos Dividend Growth Fund

NA > NA

CADVX rank - 312 of 361

The fund seeks income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying equities.

Then the manage

YTD
-1.53%
2021
17.66%

Buffalo Dividend Focus Fund

NA > NA

BUFDX rank - 211 of 361

The fund seeks primarily current income and secondarily capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team

YTD
0.27%
2021
19.11%

Brown Advisory Equity Income Fund

NA > NA

BADAX rank - 308 of 361

The fund seeks to provide current dividend yield and dividend growth by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in a diversified portfolio of di

YTD
-1.48%
2021
14.66%

BMO Dividend Income Fund

NA > NA

BADIX rank - 176 of 361

The fund seeks capital appreciation and current income by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying common

YTD
1.08%
2021
14.68%

BlackRock Mid Cap Dividend Fund

NA > NA

MARFX rank - 66 of 361

The fund seeks primarily capital appreciation and secondarily income by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities an

YTD
3.71%
2021
13.21%

BlackRock High Equity Income Fund

NA > NA

BMCIX rank - 79 of 361

The fund seeks high current income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities and equity-related instruments, including equ

YTD
3.64%
2021
14.31%

BlackRock Equity Dividend Fund

NA > NA

MKDVX rank - 7 of 361

The fund seeks total return in the long term and current income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities and dividend pay

YTD
3.64%
2021
7.16%

Archer Dividend Growth Fund

NA > NA

ARDGX rank - 177 of 361

The fund seeks primarily income and secondarily capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team inv

YTD
0.68%
2021
22.75%

American Century Equity Income Fund

NA > NA

AEIUX rank - 171 of 361

The fund seeks primarily current income and secondarily capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on companies with a favo

YTD
0.71%
2021
9.31%

The fund seeks primarily current income and secondarily capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research t

YTD
-1.2%
2021
23.32%

Virtus NFJ Dividend Value Fund

NA > NA

ANDVX rank - 97 of 442

The fund seeks capital appreciation in the long term and income by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in common stocks

YTD
1.99%
2021
1.99%

Westwood Alternative Income Fund

NA > NA

WMNIX rank - 196 of 442

The fund seeks to provide absolute returns by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests primarily in income producing convertible

YTD
-0.28%
2021
-0.28%

Weitz Partners III Opportunity Fund

NA > NA

WPOPX rank - 235 of 442

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in long positions in stocks and other securities,

YTD
-0.64%
2021
0.39%

Waycross Long-Short Equity Fund

NA > NA

WAYEX rank - 413 of 442

The fund seeks primarily capital appreciation in the long term and secondarily capital preservation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests i

YTD
-7.01%
2021
12.06%

Vanguard Market Neutral Fund

NA > NA

VMNIX rank - 71 of 442

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team employs a market neutral strategy to construct a portfol

YTD
5.5%
2021
22.58%

Ziegler FAMCO Hedged Equity Fund

NA > NA

SHLDX rank - 33 of 47

The fund seeks capital appreciation and income by investing in mega-and large-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity secu

YTD
-1.57%
2021
-1.57%

USA Mutuals Navigator Fund

NA > NA

UNAVX rank - 200 of 442

The fund seeks capital appreciation and capital preservation with lower volatility throughout market cycles by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team i

YTD
-0.33%
2021
11.74%

Touchstone Dynamic Equity Fund

NA > NA

TDEAX rank - 326 of 442

The fund seeks capital appreciation by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in U.S. equity securities.

Then the

YTD
-1.96%
2021
5.27%

Crossmark Steward Covered Call Income Fund

NA > NA

SCJIX rank - 226 of 442

The fund seeks dividend income and options premium income, with the potential for capital appreciation by investing in mega-and large-size companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-0.57%
2021
-0.57%

Snow Capital Long-Short Opportunity Fund

NA > NA

SNOAX rank - 57 of 442

The fund seeks capital appreciation in the long term and protection of investment principal by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team i

YTD
3.04%
2021
15.69%

Sirios Long-Short Fund

NA > NA

SLHIX rank - 301 of 442

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities and equity-

YTD
-1.37%
2021
7.24%

Schwab Hedged Equity Fund

NA > NA

SWHEX rank - 170 of 442

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in equity securities issued by U.S. companies.

YTD
-100%
2021
6.75%

Rydex Mid-Cap 1.5x Strategy Fund

NA > NA

RYAHX rank - 357 of 442

The fund seeks to provide investment results that correlate, before fees and expenses, to the performance of the benchmark index on a daily basis by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunitie

YTD
-3.06%
2021
14.21%

Rydex S&P 500 2x Strategy Fund

NA > NA

RYTTX rank - 389 of 442

The fund seeks to provide investment results that match, before fees and expenses, 200% of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-5%
2021
56.16%

Rydex Russell 2000 2x Strategy Fund

NA > NA

RYRUX rank - 401 of 442

The fund seeks to provide investment returns that match, before fees and expenses, 200% of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-6.21%
2021
20.84%

Rydex Russell 2000 1.5x Strategy Fund

NA > NA

RYAKX rank - 395 of 442

The fund seeks to provide investment returns that correlate, before fees and expenses, to the performance of the benchmark index on a daily basis by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunitie

YTD
-5.79%
2021
-24.43%

Rydex Nova Fund

NA > NA

RYANX rank - 341 of 442

The fund seeks to provide investment returns that match, before fees and expenses, 150% of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-1.68%
2021
29.68%

Rydex NASDAQ-100 2x Strategy Fund

NA > NA

RYVLX rank - 417 of 442

The fund seeks to provide investment results that match, before fees and expenses, 200% of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-7.88%
2021
47.88%

The fund seeks to provide investment results that match, before fees and expenses, 200% of the monthly performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-11.94%
2021
56.2%

Rydex Inverse S&P 500 Strategy Fund

NA > NA

RYARX rank - 91 of 442

The fund seeks to provide investment results that match, before fees and expenses, the inverse of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.<

YTD
0.98%
2021
-24.57%

Rydex Inverse S&P 500 2x Strategy Fund

NA > NA

RYTMX rank - 72 of 442

The fund seeks to provide investment results that match, before fees and expenses, 200% of the inverse (opposite) of the performance of the benchmark index on a daily basis by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to ident

YTD
2.46%
2021
-44.01%

Rydex Inverse Russell 2000 Strategy Fund

NA > NA

RYAFX rank - 60 of 442

The fund seeks to provide investment results that match, before fees and expenses, the inverse of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.<

YTD
3.7%
2021
-18.08%

Rydex Inverse Russell 2000 2x Strategy Fund

NA > NA

RYIUX rank - 22 of 442

The fund seeks to provide investment results that match, before fees and expenses, 200% of the inverse (opposite) of the performance of the benchmark index on a daily basis by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to ident

YTD
8.54%
2021
-36.57%

Rydex Inverse NASDAQ-100 Strategy Fund

NA > NA

RYAPX rank - 38 of 442

The fund seeks to provide investment results that match, before fees and expenses, the inverse (opposite) of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment oppo

YTD
3.82%
2021
-25.84%

Rydex Inverse NASDAQ-100 2x Strategy Fund

NA > NA

RYVTX rank - 7 of 442

The fund seeks to provide investment results that match, before fees and expenses, 200% of the inverse (opposite) of the performance of the benchmark index on a daily basis by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to ident

YTD
10.69%
2021
-46.5%

Rydex Inverse Mid-Cap Strategy Fund

NA > NA

RYAGX rank - 126 of 442

The fund seeks to provide investment results that match, before fees and expenses, the inverse of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.<

YTD
1.34%
2021
-23.57%

Rydex Inverse Dow 2x Strategy Fund

NA > NA

RYIDX rank - 129 of 442

The fund seeks to provide investment results that match, before fees and expenses, 200% of the inverse (opposite) of the performance of the benchmark index on a daily basis by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to ident

YTD
2.95%
2021
-36.33%

Rydex Dow 2x Strategy Fund

NA > NA

RYLDX rank - 208 of 442

The fund seeks to provide investment results that match, before fees and expenses, 200% of the daily performance of the benchmark index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-0.43%
2021
35.22%

RiverPark Long-Short Opportunity Fund

NA > NA

RLSIX rank - 432 of 442

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests long in equity securities that e

YTD
-13.07%
2021
3.48%

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The fund invests up to 25% of its net assets in a wholly own

YTD
0.22%
2021
-4.24%

QS Global Market Neutral Fund

NA > NA

LNFIX rank - 123 of 442

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks positive retur

YTD
1.4%
2021
16.18%

ProFunds Utilities UltraSector ProFund

NA > NA

UTPIX rank - 366 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-3.31%
2021
22.04%

ProFunds UltraSmall-Cap ProFund

NA > NA

UAPIX rank - 399 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-8.73%
2021
24.82%

ProFunds UltraShort Small-Cap ProFund

NA > NA

UCPIX rank - 17 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opport

YTD
6.17%
2021
-36.22%

ProFunds UltraShort NASDAQ-100 ProFund

NA > NA

USPIX rank - 109 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opport

YTD
6.91%
2021
-46.89%

ProFunds UltraShort Mid-Cap ProFund

NA > NA

UIPIX rank - 117 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opport

YTD
3.69%
2021
-42.59%

ProFunds UltraShort Dow 30 ProFund

NA > NA

UWPIX rank - 151 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opport

YTD
0.55%
2021
-35.71%

ProFunds UltraNASDAQ-100 ProFund

NA > NA

UOPIX rank - 435 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-10.54%
2021
34.66%

ProFunds UltraMid-Cap ProFund

NA > NA

UMPIX rank - 348 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-3.51%
2021
41.01%

ProFunds UltraDow 30 ProFund

NA > NA

UDPIX rank - 344 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-2.72%
2021
32.64%

ProFunds UltraBull ProFund

NA > NA

ULPIX rank - 382 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-4.54%
2021
50.51%

ProFunds UltraBear ProFund

NA > NA

URPIX rank - 27 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opport

YTD
4.65%
2021
-43.9%

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-1.72%
2021
28.52%

ProFunds Technology UltraSector ProFund

NA > NA

TEPIX rank - 431 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-9.8%
2021
48.29%

ProFunds Short Small-Cap ProFund

NA > NA

SHPIX rank - 53 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
3.16%
2021
-19.9%

ProFunds Short Real Estate ProFund

NA > NA

SRPIX rank - 55 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
3.1%
2021
-30.03%

ProFunds Short Precious Metals ProFund

NA > NA

SPPIX rank - 16 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
6.25%
2021
-2.88%

ProFunds Short Oil & Gas ProFund

NA > NA

SNPIX rank - 426 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
-8.16%
2021
-42.67%

ProFunds Short NASDAQ-100 ProFund

NA > NA

SOPIX rank - 39 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
3.75%
2021
-26.4%

ProFunds Semiconductor UltraSector ProFund

NA > NA

SMPIX rank - 393 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-5.39%
2021
72.23%

ProFunds Rising Rates Opportunity ProFund

NA > NA

RRPIX rank - 51 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-quarter times the inverse (-1.25x) of the daily performance of the Long Bond by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to ide

YTD
3.22%
2021
2.27%

ProFunds Rising Rates Opportunity 10 ProFund

NA > NA

RTPIX rank - 99 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Note by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
1.93%
2021
1.55%

ProFunds Real Estate UltraSector ProFund

NA > NA

REPIX rank - 397 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-5.87%
2021
40.23%

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
24.11%
2021
78.79%

ProFunds Pharmaceuticals UltraSector ProFund

NA > NA

PHPIX rank - 371 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-5.86%
2021
13.11%

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
20.65%
2021
15.73%

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-4.49%
2021
-4.49%

ProFunds Industrials UltraSector ProFund

NA > NA

IDPIX rank - 217 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-3.34%
2021
20%

ProFunds Health Care UltraSector ProFund

NA > NA

HCPIX rank - 372 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-8.36%
2021
33.96%

ProFunds Financials UltraSector ProFund

NA > NA

FNPIX rank - 47 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
2.18%
2021
37.47%

ProFunds Consumer Services UltraSector ProFund

NA > NA

CYPIX rank - 345 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-2.8%
2021
6.24%

ProFunds Consumer Goods UltraSector ProFund

NA > NA

CNPIX rank - 318 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-1.76%
2021
25.34%

ProFunds Bear ProFund

NA > NA

BRPIX rank - 106 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
2.42%
2021
-24.94%

ProFunds Basic Materials UltraSector ProFund

NA > NA

BMPIX rank - 213 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
-0.48%
2021
37.84%

ProFunds Banks UltraSector ProFund

NA > NA

BKPIX rank - 6 of 442

The fund seeks daily investment results, before fees and expenses, that correspond to one and one-half times (1.5x) the daily performance of the Index by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportu

YTD
14.16%
2021
52.6%

Princeton Long-Short Treasury Fund

NA > NA

PTAAX rank - 171 of 442

The fund seeks primarily capital appreciation and secondarily income by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in treasury securities, treasury

YTD
0.23%
2021
-4.95%

PIMCO TRENDS Managed Futures Strategy Fund

NA > NA

PQTAX rank - 119 of 442

The fund seeks positive, risk-adjusted returns by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes a quantitative trading strategy that seeks to capture

YTD
1.22%
2021
12.28%

PIMCO RAE Fundamental Advantage PLUS Fund

NA > NA

PTFAX rank - 49 of 442

The fund seeks maximum total return by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team takes long exposure to a portfolio of stocks (RAE US

YTD
3.33%
2021
-5.15%

Persimmon Long-Short Fund

NA > NA

LSEIX rank - 293 of 442

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process utilizes three strategies, such as selecting individual equity secur

YTD
-2.13%
2021
14.67%

Madison Covered Call & Equity Income Fund

NA > NA

MENAX rank - 96 of 442

The fund seeks primarily consistent total return and secondarily a high level of income and gains from option premiums by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

YTD
2.01%
2021
10.92%

LS Opportunity Fund

NA > NA

LSOFX rank - 86 of 442

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team takes both long a

YTD
2.72%
2021
7.33%

Longboard Managed Futures Strategy Fund

NA > NA

WAVEX rank - 146 of 442

The fund seeks positive absolute returns by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team allocates the fund’s net assets in two principal strategies, n

YTD
0.53%
2021
1.73%