Mutual Funds - Latest Summary ( 2521 Funds, 8195 Classes )


John Hancock New Opportunities Fund

Small-Cap > Core

JASOX rank - 28 of 500

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 companies that

YTD
10.11%
2020
25.34%

James Small Cap Fund

Small-Cap > Core

JASCX rank - 2 of 500

The fund seeks 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 invests in equity securities of foreign and d

YTD
28.69%
2020
-1.63%

James Micro Cap Fund

Small-Cap > Core

JMCRX rank - 411 of 500

The fund seeks capital appreciation in the long term by investing in micro-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 foreign and d

YTD
26.08%
2020
-4.72%

Ivy Small Cap Core Fund

Small-Cap > Core

ISPVX rank - 375 of 500

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 focuses on companies that are estimated to trade below their f

YTD
20.64%
2020
7.6%

iShares Russell 2000 Small-Cap Index Fund

Small-Cap > Core

BDBKX rank - 126 of 500

The fund seeks to replicate the total return performance of the benchmark index before fees and expenses 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.

YTD
18.71%
2020
18.23%

Invesco Small Cap Equity Fund

Small-Cap > Core

SMEAX rank - 17 of 500

The fund seeks 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, in selecting securities for the portfolio, the research team ut

YTD
18.64%
2020
19.76%

ICM Small Company Portfolio

Small-Cap > Core

ICSCX rank - 92 of 500

The fund seeks maximum total return n 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 invests in companies with leading market sh

YTD
28.84%
2020
2%

Homestead Small-Company Stock Fund

Small-Cap > Core

HSCSX rank - 69 of 500

The fund seeks 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 focuses on companies that are estimated to tr

YTD
19.85%
2020
8.04%

Hodges Small Cap Fund

Small-Cap > Core

HDPSX rank - 349 of 500

The fund seeks 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 focuses on companies that are estimated to tr

YTD
40.06%
2020
16.98%

Highland Small-Cap Equity Fund

Small-Cap > Core

HSZAX rank - 504 of 500

The fund seeks 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.

As part of its strategy, the process combines growth, value and core

YTD
31.25%
2020
-50.7%

Hennessy Cornerstone Growth Fund

Small-Cap > Core

HFCGX rank - 238 of 500

The fund seeks 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 utilizes a proprietary strategy to invest in

YTD
27.19%
2020
17.73%

Hartford Schroders US Small Cap Opportunities Fund

Small-Cap > Core

HOOCX rank - 379 of 500

The fund seeks 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 securities that offer the poten

YTD
17.63%
2020
6.86%

Hancock Horizon Microcap Fund

Small-Cap > Core

HMIAX rank - 229 of 500

The fund seeks 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 invests in equity securities of U.S. companie

YTD
31.02%
2020
-10.68%

Hancock Horizon Burkenroad Small Cap Fund

Small-Cap > Core

HHBUX rank - 452 of 500

The fund seeks 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.

The process s utilizes Tulane University’s Burkenroad Reports a

YTD
20.37%
2020
-0.8%

GuideStone Small Cap Equity Fund

Small-Cap > Core

GSCYX rank - 228 of 500

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

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

The fund manages assets with the help of five sub-advisers namely Delaware Investments Fund Advisers, TimesSquare Capital Management, LLC, Jacobs L

YTD
19.93%
2020
18.77%

Great-West S&P Small Cap 600 Index Fund

Small-Cap > Core

MXERX rank - 78 of 500

The fund seeks to track the total return performance of the benchmark index before fees and expenses 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.

T

YTD
24.05%
2020
-0.63%

Fidelity Series Small Cap Opportunities Fund

Small-Cap > Core

FSOPX rank - 41 of 500

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 domestic and foreign issuers.

The team al

YTD
15.78%
2020
14.5%

Fidelity Flex Small Cap Fund

Small-Cap > Core

FCUTX rank - 72 of 500

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 domestic and foreign issuers.

The team al

YTD
24.13%
2020
29.65%

Fidelity Advisor Stock Selector Small Cap Fund

Small-Cap > Core

FCDAX rank - 231 of 500

The fund seeks 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 invests in domestic and foreign issuers.

YTD
17.93%
2020
19.55%

Great Lakes Small Cap Opportunity Fund

Small-Cap > Core

GLSCX rank - 469 of 500

The fund seeks total return 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 focuses on companies that are estimated to trade below their fair valu

YTD
25.83%
2020
-1.36%

Glenmede Small Cap Equity Portfolio

Small-Cap > Core

GTCSX rank - 292 of 500

The fund seeks 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 focuses on companies that are estimated to tr

YTD
22.14%
2020
15.45%

Fuller & Thaler Behavioral Small-Cap Equity Fund

Small-Cap > Core

FTHFX rank - 129 of 500

The fund seeks 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.

The process relies on proprietary behavioral finance research.

YTD
25.33%
2020
10.03%

FMI Common Stock Fund

Small-Cap > Core

FMIMX rank - 188 of 500

The fund seeks capital appreciation in the long term by investing in small-to 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 good businesses that are tr

YTD
23.79%
2020
4.99%

Fidelity Stock Selector Small Cap Fund

Small-Cap > Core

FDSCX rank - 62 of 500

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 prefers higher-quality companies with established and durable

YTD
18.08%
2020
19.96%

Fidelity Small Cap Stock K6 Fund

Small-Cap > Core

FKICX rank - 61 of 500

The fund seeks 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 invests in domestic and foreign issuers.

YTD
8.8%
2020
14.35%

Fidelity Small Cap Stock Fund

Small-Cap > Core

FSLCX rank - 190 of 500

The fund seeks 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 focuses on companies that are lagging in mark

YTD
7.86%
2020
13.8%

Fidelity Small Cap Index Fund

Small-Cap > Core

FSSNX rank - 281 of 500

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

Then th

YTD
18.45%
2020
18.78%

Fidelity Small Cap Enhanced Index Fund

Small-Cap > Core

FCPEX rank - 43 of 500

The fund seeks 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 favors companies with improving fundamenta

YTD
20.06%
2020
17.83%

Fidelity Small Cap Discovery Fund

Small-Cap > Core

FSCRX rank - 437 of 500

The fund seeks 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 focuses on companies that are lagging in mark

YTD
23.36%
2020
3.98%

Fidelity Series Small Cap Discovery Fund

Small-Cap > Core

FJACX rank - 336 of 500

The fund seeks 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 invests in domestic and foreign issuers.

YTD
14.41%
2020
6.7%

Fidelity Flex Small Cap Index Fund

Small-Cap > Core

FLXSX rank - 226 of 500

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

Then th

YTD
18.67%
2020
18.67%

Fidelity Advisor Small Cap Fund

Small-Cap > Core

FSCDX rank - 114 of 500

The fund seeks 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 invests in domestic and foreign issuers.

YTD
21.15%
2020
14.06%

Fidelity Advisor Series Small Cap Fund

Small-Cap > Core

FSSFX rank - 107 of 500

The fund seeks 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 invests in domestic and foreign issuers.

YTD
21.71%
2020
14.84%

Federated Hermes MDT Small Cap Core Fund

Small-Cap > Core

QASCX rank - 272 of 500

The fund seeks 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 evaluates companies on the basis of metrics s

YTD
20.14%
2020
16.49%

FAM Small Cap Fund

Small-Cap > Core

FAMDX rank - 287 of 500

The fund seeks to maximize return on capital 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 focuses on companies that are tradin

YTD
20.74%
2020
10.25%

Diamond Hill Small Cap Fund

Small-Cap > Core

DHSCX rank - 223 of 500

The fund seeks 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 looks for companies that are estimated to tra

YTD
24.77%
2020
-0.86%

DFA US Micro Cap Portfolio

Small-Cap > Core

DFSCX rank - 443 of 500

The fund seeks 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 employs a market capitalization weighted appr

YTD
28.82%
2020
5.44%

DFA Tax-Managed US Small Cap Portfolio

Small-Cap > Core

DFTSX rank - 160 of 500

The fund seeks 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.

The strategy is designed to maximize the after tax value of a shareho

YTD
23.98%
2020
9.11%

Davenport Small Cap Focus Fund

Small-Cap > Core

DSCPX rank - 29 of 500

The fund seeks 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 prefers companies that exhibit the potential

YTD
10.76%
2020
18.28%

Clearwater Select Equity Fund

Small-Cap > Core

QWVOX rank - 441 of 500

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

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

The fund allocates portions of its net assets among sub-advisers who employ distinct investment styles.

The fund manages assets with th

YTD
16.73%
2020
9.01%

ClearBridge Small Cap Fund

Small-Cap > Core

LBRTX rank - 406 of 500

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 focuses on securities of companies that experience especial si

YTD
22.13%
2020
2.52%

Knights of Columbus Small Cap Fund

Small-Cap > Core

KCSIX rank - 288 of 500

The fund seeks 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 focuses on companies that have above-average

YTD
18.14%
2020
13.65%

Cambiar Small Cap Fund

Small-Cap > Core

CAMSX rank - 312 of 500

The fund seeks 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 looks for companies that meet attributes such

YTD
18.15%
2020
9.15%

Calvert Small Cap Fund

Small-Cap > Core

CCVAX rank - 116 of 500

The fund seeks 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 looks for companies that are high in quality

YTD
14.29%
2020
14.64%

Bridgeway Ultra-Small Company Market Fund

Small-Cap > Core

BRSIX rank - 141 of 500

The fund seeks 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 invests in a diversified portfolio of common

YTD
40.95%
2020
21.26%

Bridgeway Ultra-Small Company Fund

Small-Cap > Core

BRUSX rank - 64 of 500

The fund seeks 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 invests in a diversified portfolio of common

YTD
48.57%
2020
31.31%

Boston Trust Walden Small Cap Fund

Small-Cap > Core

BOSOX rank - 480 of 500

The fund seeks 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 focuses on higher quality companies that are

YTD
17.31%
2020
4.72%

BlackRock Advantage Small Cap Core Fund

Small-Cap > Core

BDSAX rank - 137 of 500

The fund seeks 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 focuses on equity securities or other financi

YTD
17.55%
2020
16.41%

Aristotle Small Cap Equity Fund

Small-Cap > Core

ARSBX rank - 192 of 500

The fund seeks 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.

The research process is driven by fundamental analysis of one stock a

YTD
18.49%
2020
7.25%

Argent Small Cap Fund

Small-Cap > Core

ACMSX rank - 463 of 500

The fund seeks 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.

The research process is driven by fundamental analysis of one stock a

YTD
14.95%
2020
-1.46%

AQR Small Cap Multi-Style Fund

Small-Cap > Core

QSERX rank - 211 of 500

The fund seeks 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.

The process relies on multiple investment styles, such as value, mome

YTD
23.08%
2020
15.92%

American Century Small Company Fund

Small-Cap > Core

ASCQX rank - 301 of 500

The fund seeks 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.

In selecting securities for the portfolio, the research team relies o

YTD
21.23%
2020
15.74%

American Century Small Cap Value Fund

Small-Cap > Core

ASVDX rank - 399 of 500

The fund seeks primarily capital appreciation in the long term and secondarily income 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 focuses on c

YTD
33.72%
2020
8.46%

American Beacon Zebra Small Cap Equity Fund

Small-Cap > Core

AZSAX rank - 456 of 500

The fund seeks capital appreciation in the long term and income 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 seeks to captu

YTD
22.47%
2020
6%

Virtus AllianzGI Small-Cap Fund

Small-Cap > Core

AZBAX rank - 203 of 500

The fund seeks capital appreciation in the long term and income 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 princi

YTD
15.86%
2020
16.48%

Aberdeen US Small Cap Equity Fund

Small-Cap > Core

GNSRX rank - 10 of 500

The fund seeks 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 invests in securities issued by U.S. small-ca

YTD
14.86%
2020
18.31%

Bernstein Small Cap Core Portfolio

Small-Cap > Core

SCRSX rank - 321 of 500

The fund seeks 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 invests in securities of companies located in

YTD
19.21%
2020
11.75%

1290 GAMCO Small Mid Cap Value Fund

Small-Cap > Core

TNVAX rank - 430 of 500

The fund seeks to maximize 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 in securities of companies that ex

YTD
24.74%
2020
10.71%

Invesco Select Risk: High Growth Investor Fund

Multi-Cap > Growth

OAAIX rank - 155 of 157

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.

The process employs a fund of funds strategy.

Next, the research team invests in open-end

YTD
10.66%
2020
-5.24%

EquityCompass Quality Dividend Fund

NA > NA

QDVAX rank - 98 of 111

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

YTD
19.46%
2020
-5.8%

iShares Developed Real Estate Index Fund

NA > NA

BARDX rank - 103 of 122

The fund seeks to track the total return performance of the benchmark index before fees and expenses 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.

YTD
18.46%
2020
-10.28%

Yorktown Growth Fund

Mid-Cap > Growth

AFGGX rank - 6 of 10

The fund seeks capital appreciation in the long term by investing in companies across any size 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 the most compelling dome

YTD
10.94%
2020
17.1%

Yorktown Capital Income Fund

Multi-Cap > Core

APIGX rank - 185 of 263

The fund seeks high current income and capital appreciation and income 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 the common stock of U.

YTD
4.99%
2020
4.82%

William Blair Global Leaders Fund

Large-Cap > Growth

WGFIX rank - 3 of 68

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 companies around the world.

The team favors com

YTD
9.73%
2020
17.01%

Wells Fargo Spectrum Aggressive Growth Fund

Multi-Cap > Core

WEAFX rank - 52 of 263

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

The process employs a fund of funds strategy and invest

YTD
13.12%
2020
9.08%

Wells Fargo Precious Metals Fund

NA > NA

EKWAX rank - 10 of 46

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.

The process utilizes both top-down macr

YTD
2.12%
2020
22.56%

Wells Fargo Global Small Cap Fund

Small-Cap > Core

EKGYX rank - 33 of 49

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

The process utilizes both fundamentally base

YTD
20.91%
2020
10.02%

Wasatch Global Value Fund

Large-Cap > Value

WILCX rank - 1 of 16

The fund seeks capital appreciation and income by investing in companies across any size 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 securities of foreign and dome

YTD
23.38%
2020
-0.12%

Wasatch Global Opportunities Fund

Small-Cap > Core

WIGOX rank - 26 of 49

The fund seeks capital appreciation in the long term by investing in small-and micro-size 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 securities of forei

YTD
10.37%
2020
39.77%

WCM Focused Global Growth Fund

Multi-Cap > Growth

WCMGX rank - 82 of 157

The fund seeks capital appreciation in the long term by investing in companies across any size 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 com

YTD
4.82%
2020
34.81%

Voya Global High Dividend Low Volatility Fund

Large-Cap > Core

NAWGX rank - 59 of 73

The fund seeks capital appreciation in the long term and current income by investing in companies 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 e

YTD
13.42%
2020
-3.45%

Victory Global Energy Transition Fund

NA > NA

RGNCX rank - 19 of 61

The fund seeks capital appreciation in the long term by investing in companies 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 securities of compan

YTD
65.64%
2020
26.29%

Vanguard Global Capital Cycles Fund

NA > NA

VGPMX rank - 30 of 46

The fund seeks capital appreciation in the long term by investing in companies across any size 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 U.S. and foreign equity

YTD
18.31%
2020
14.77%

Vanguard Health Care Fund

NA > NA

VGHAX rank - 28 of 33

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 stocks of companies principally engaged

YTD
8.71%
2020
3.59%

Vanguard Global Minimum Volatility Fund

Mid-Cap > Core

VMNVX rank - 19 of 27

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 U.S. and foreign stocks that are estimat

YTD
7.39%
2020
-5.99%

Vanguard Global Equity Fund

Multi-Cap > Core

VHGEX rank - 116 of 263

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

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

The fund relies on two investment advisors that follow distinct investment approaches. Each advisor independently selects and maintains a portfolio

YTD
12.22%
2020
18.94%

Vanguard Energy Fund

NA > NA

VGELX rank - 61 of 61

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 U.S. and non-U.S. companies that are pri

YTD
20.61%
2020
-33.83%

VanEck International Investors Gold Fund

NA > NA

IIGCX rank - 4 of 46

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

YTD
0%
2020
23.49%

VanEck Global Resources Fund

NA > NA

GHAAX rank - 33 of 61

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

YTD
21.61%
2020
18.03%

VY Clarion Global Real Estate Portfolio

NA > NA

ICRNX rank - 124 of 122

The fund seeks high total return 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 securities of companies

YTD
21.35%
2020
-19.66%

Upright Growth Fund

Large-Cap > Core

UPUPX rank - 3 of 73

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 securities of publicly-traded United Sta

YTD
43.23%
2020
108.7%

USAA Sustainable World Fund

Multi-Cap > Growth

USWGX rank - 146 of 157

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 securities of both foreign (including emerging markets) a

YTD
11.92%
2020
10.41%

USAA Precious Metals & Minerals Fund

NA > NA

UIPMX rank - 34 of 46

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 securities of domestic and foreign compa

YTD
5.37%
2020
25.87%

USAA Global Equity Income Fund

NA > NA

UGEIX rank - 8 of 111

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 global equity securities.

The team prefers companies th

YTD
13.66%
2020
3.94%

USAA Cornerstone Equity Fund

Multi-Cap > Core

UCEQX rank - 186 of 263

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.

The process employs a fund of funds strategy.

Next, the research

YTD
14.56%
2020
2.26%

USAA Capital Growth Fund

Large-Cap > Core

USCGX rank - 58 of 73

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 U.S. and foreign equity securities.

The team fa

YTD
14.33%
2020
6.7%

The fund seeks primarily capital appreciation in the long term and secondarily current income 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

YTD
6.8%
2020
33.43%

UBS Engage For Impact Fund

Multi-Cap > Core

UEIPX rank - 225 of 263

The fund seeks to maximize total return by investing in companies across any size 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.

The team

YTD
11.53%
2020
16.06%

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 U.S. and foreign equity securities.

YTD
11.53%
2020
-11.95%

Tweedy, Browne Value Fund

Large-Cap > Value

TWEBX rank - 13 of 16

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 U.S. and foreign equity securities.

YTD
14.9%
2020
-3.96%

Tweedy, Browne Global Value Fund II - Currency Unhedged

Multi-Cap > Value

TBCUX rank - 40 of 46

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 foreign equity securities but may invest

YTD
12.56%
2020
-0.96%

Tweedy, Browne Global Value Fund

Multi-Cap > Value

TBGVX rank - 20 of 46

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 foreign equity securities but may invest

YTD
14.17%
2020
-1.93%

Thrivent Low Volatility Equity Fund

Multi-Cap > Core

TLVOX rank - 242 of 263

The fund seeks capital appreciation in the long term by investing in companies across any size 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 global

YTD
8.54%
2020
0.4%

Thrivent Global Stock Fund

Large-Cap > Core

AALGX rank - 44 of 73

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 securities of domestic and international

YTD
13.46%
2020
11.04%

Thornburg Global Opportunities Fund

Multi-Cap > Value

THOAX rank - 6 of 46

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, as well as publicly t

YTD
13.73%
2020
14.49%

Third Avenue Value Fund

Multi-Cap > Value

TAVZX rank - 16 of 46

The fund seeks capital appreciation in the long term by investing in companies across any size 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 well-financed companies

YTD
31.99%
2020
7.39%

Third Avenue Real Estate Value Fund

NA > NA

TAREX rank - 92 of 122

The fund seeks capital appreciation in the long term by investing in companies across any size 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 securities of well-finan

YTD
21.64%
2020
-9.17%

Templeton World Fund

Large-Cap > Core

TWDAX rank - 22 of 73

The fund seeks capital appreciation in the long term by investing in small-and mid-size 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 securities of compani

YTD
11.75%
2020
3.9%

Templeton Growth Fund, Inc

Multi-Cap > Core

TEPLX rank - 194 of 263

The fund seeks capital appreciation in the long term by investing in companies across any size 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 companies located anywhe

YTD
10.2%
2020
4.7%

Templeton Global Smaller Companies Fund

Small-Cap > Core

TGSAX rank - 25 of 49

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

YTD
18.02%
2020
10.41%

TCW Global Real Estate Fund

NA > NA

TGREX rank - 2 of 122

The fund seeks to maximize 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 securities of real estate investment trusts and real

YTD
20.78%
2020
13.71%

T Rowe Price Global Real Estate Fund, Inc

NA > NA

TIRGX rank - 87 of 122

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 secu

YTD
19.8%
2020
-6.73%

T Rowe Price Global Industrials Fund

NA > NA

RPGIX rank - 4 of 6

The fund seeks capital appreciation in the long term by investing in companies across any size 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 securities issued by com

YTD
14.67%
2020
27.24%

T Rowe Price Global Consumer Fund

NA > NA

PGLOX rank - 1 of 1

The fund seeks capital appreciation in the long term by investing in companies across any size 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 securities issued by com

YTD
6.5%
2020
29.85%

SGI Global Equity Fund

Multi-Cap > Core

SGLIX rank - 240 of 263

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

YTD
7.76%
2020
3.6%

Crossmark Steward Global Equity Income Fund

NA > NA

SGIFX rank - 3 of 111

The fund seeks current income and capital appreciation by investing in companies across any size 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 U.S. and non-U.S. divi

YTD
15.33%
2020
952.99%

Sit Global Dividend Growth Fund

NA > NA

GDGIX rank - 59 of 111

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

YTD
11.55%
2020
14.6%

Sit ESG Growth Fund

Multi-Cap > Growth

IESGX rank - 139 of 157

The fund seeks to maximize capital appreciation in the long term by investing in mid-and large-size 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 companies

YTD
10.7%
2020
15.22%

Selective Opportunity Fund

Multi-Cap > Core

SLCTX rank - 88 of 263

The fund seeks to maximize returns over the long term by investing in companies across any size 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 securities of U.S. and

YTD
-19.87%
2020
7.73%

Schwab Global Real Estate Fund

NA > NA

SWASX rank - 6 of 122

The fund seeks capital appreciation and income 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 securities of real estate companies and compan

YTD
18.13%
2020
-14.72%

T. Rowe Price QM Global Equity Fund

Multi-Cap > Core

TQGEX rank - 128 of 263

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

YTD
10.38%
2020
14.27%

T. Rowe Price Global Stock Fund

Multi-Cap > Core

PRGSX rank - 12 of 263

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 esta

YTD
9.1%
2020
43.95%

T. Rowe Price Global Growth Stock Fund

Multi-Cap > Growth

RPGEX rank - 3 of 157

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

YTD
9.77%
2020
39.72%

T Rowe Price New Era Fund, Inc

NA > NA

PRNEX rank - 46 of 61

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 natural resource companies.

In

YTD
19.51%
2020
-5.09%

T Rowe Price Global Technology Fund, Inc

NA > NA

PGTIX rank - 9 of 28

The fund seeks capital appreciation in the long term by investing in companies across any size 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 securities of f companie

YTD
8.76%
2020
67.32%

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

Nex

YTD
21.39%
2020
-14.29%

Scharf Global Opportunity Fund

Multi-Cap > Core

WRLDX rank - 177 of 263

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 U.S. and non-U.S. equity securities.

YTD
17.32%
2020
9.52%

Sands Capital Global Growth Fund

Multi-Cap > Growth

SCMGX rank - 41 of 157

The fund seeks capital appreciation in the long term by investing in companies across any size 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 publicly-traded companie

YTD
5.75%
2020
44.84%

SEI World Select Equity Fund

Multi-Cap > Core

SWSAX rank - 234 of 263

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

The fund utilizes a multi-manager approach, relying on a number of sub-advisers with differing investment strategies to manage portions of the fund’s portfolio.

The fund manages assets with the help of 11 sub-advisers namely AS Trigon Asset Management, Fiera Capital

YTD
20.39%
2020
3.97%

SEI Global Managed Volatility Fund

Multi-Cap > Core

SGMAX rank - 226 of 263

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

The fund manages assets with the help of two sub-advisers namely Acadian Asset Management LLC, and Wells Capital Management Incorporated.

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

The sub-advisers&

YTD
13.21%
2020
-4.68%

SEI Catholic Values Equity Fund

Multi-Cap > Core

CAVAX rank - 23 of 263

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

The fund manages assets with the help of seven sub-advisers namely Brandywine Global Investment Management, LLC, Coho Partners, Ltd., Copeland Capital Management, LLC, EARNEST Partners LLC, Fred Alger Management, LLC, Parametric Portfolio Associates LLC, and Snow C

YTD
14.88%
2020
13.87%

Rydex Precious Metals Fund

NA > NA

RYMNX rank - 25 of 46

The fund seeks capital appreciation by investing in small-and mid-size 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 U.S. and foreign companies that are in

YTD
9.65%
2020
32.38%

Russell Global Real Estate Securities Fund

NA > NA

RETTX rank - 104 of 122

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

The fund manages assets with the help of two money managers namely Cohen & Steers Capital Management, Inc., Cohen &Steers UK Limited and Cohen & Steers Asia Limited, and RREEF America L.L.C., DWS Investments Australia Limited and DWS

YTD
18.74%
2020
-7.33%

Russell Global Infrastructure Fund

NA > NA

RGCIX rank - 59 of 58

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

The fund manages assets with the help of three money managers namely Cohen & Steers Capital Management, Inc., Cohen &Steers UK Limited and Cohen & Steers Asia Limited, Nuveen Asset Management, LLC, and First Sentier Investors (Austral

YTD
9.78%
2020
-10.77%

Russell Global Equity Fund

Multi-Cap > Core

RGEAX rank - 213 of 263

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

The fund manages assets with the help of three money managers namely Intermede Investment Partners Limited and Intermede Global Partners Inc., Wellington Management Company LLP, and 
Sanders Capital, LLC.

The fund prefers a multi-manager inves

YTD
15.8%
2020
-13.09%

Royce Global Financial Services Fund

NA > NA

RGFIX rank - 6 of 9

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 securities of companies that are princip

YTD
20.28%
2020
7.64%

Rockefeller Equity Allocation Fund

Multi-Cap > Core

ROCKX rank - 209 of 263

The fund seeks total return 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 the fund’s assets globally in a range of equi

YTD
10.36%
2020
7.91%

PFG Global Strategy Fund

Multi-Cap > Core

PFDGX rank - 233 of 263

The fund seeks aggressive growth 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 securities of mutual funds and exchange-traded funds (Underl

YTD
10.96%
2020
5.95%

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 securities of domestic and foreign public utilities and energy co

YTD
8.56%
2020
1.14%

Polaris Global Value Fund

Multi-Cap > Value

PGVFX rank - 23 of 46

The fund seeks capital appreciation by investing in companies across any size 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 securities of companies of both domestic

YTD
17.73%
2020
5.01%

Pioneer Global Equity Fund

Multi-Cap > Core

GLOSX rank - 156 of 263

The fund seeks capital appreciation in the long term by investing in companies across any size 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 securities of issuers lo

YTD
17.62%
2020
16.77%

Pax Global Opportunities Fund

Multi-Cap > Core

PXGOX rank - 113 of 263

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 focuses on comp

YTD
8.44%
2020
22.01%

Pax Global Environmental Markets Fund

Multi-Cap > Core

PXEAX rank - 109 of 263

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 focuses on comp

YTD
11.26%
2020
25.07%

Pax Ellevate Global Womens Leadership Fund

Multi-Cap > Core

PXWEX rank - 131 of 263

The fund seeks to provide total return that replicate the price and yield performance of the benchmark index before fees and expenses by investing in companies across any size outside the United States.

The fund utilizes a representative sampling strategy to weight companies with more favorable characteristics with respect to women’s leadership (e.g., number of women in executiv

YTD
11.83%
2020
12.37%

PMC Diversified Equity Fund

Multi-Cap > Core

PMDEX rank - 229 of 263

The fund seeks capital appreciation in the long term by investing in companies across any size 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 securities of U.S. and n

YTD
14.65%
2020
9.55%

PIMCO RAE Global Fund

Multi-Cap > Core

PFQAX rank - 255 of 263

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 substan

YTD
20.51%
2020
0.1%

PGIM Select Real Estate Fund

NA > NA

SREQX rank - 5 of 122

The fund seeks capital appreciation and income by investing in companies 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 focuses on securities of real estate

YTD
18.36%
2020
1.46%

PGIM Jennison Natural Resources Fund

NA > NA

JNRRX rank - 41 of 61

The fund seeks capital appreciation in the long term by investing in companies 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 focuses on securities of natura

YTD
27.81%
2020
9.6%

RBC Global Opportunities Fund

Multi-Cap > Growth

RGOIX rank - 112 of 157

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 secu

YTD
10.03%
2020
24.05%

The fund seeks income and capital appreciation 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 securities

YTD
4.29%
2020
7.61%

QS Global Equity Fund

Multi-Cap > Core

LMPEX rank - 143 of 263

The fund seeks capital appreciation in the long term and dividend income 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

YTD
17.17%
2020
12.51%

QS Global Dividend Fund

NA > NA

LDIFX rank - 66 of 111

The fund seeks capital appreciation in the long term and income 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 inve

YTD
13.19%
2020
-0.46%

Principal Global Real Estate Securities Fund

NA > NA

PGRKX rank - 27 of 122

The fund seeks total return by investing in companies 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 securities of U.S. and non-U.S. companies pri

YTD
16.99%
2020
-5.12%

PGIM Global Real Estate Fund

NA > NA

PGRQX rank - 72 of 122

The fund seeks capital appreciation and income by investing in companies 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 securities of real estate

YTD
18.9%
2020
-6.21%

The fund seeks total return 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 real estate investment trusts

YTD
24.33%
2020
-13.37%

Invesco Gold & Special Minerals Fund

NA > NA

OGMCX rank - 23 of 46

The fund seeks capital appreciation by investing in companies across any size 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 securities of companies that are involved

YTD
10.23%
2020
33.69%

Invesco Global Opportunities Fund

Large-Cap > Value

ICOPX rank - 11 of 16

The fund seeks capital appreciation by investing in companies across any size 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 securities of U.S. and foreign companies,

YTD
0%
2020
-100%

Invesco Global Fund

Large-Cap > Growth

OPPAX rank - 55 of 68

The fund seeks capital appreciation by investing in companies across any size 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 securities of U.S. and foreign companies.

YTD
10.3%
2020
20.49%

Invesco Global Focus Fund

Multi-Cap > Growth

GLVAX rank - 63 of 157

The fund seeks capital appreciation by investing in companies across any size 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 securities of U.S. and foreign companies.

YTD
5.94%
2020
49.16%

Old Westbury Small & Mid Cap Strategies Fund

Mid-Cap > Core

OWSMX rank - 8 of 27

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

The fund manages assets with the help of six sub-advisers. The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers are Dimensional Fund Advisors LP, Champlain Investment Partners, LLC,

YTD
7.76%
2020
18.23%