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


LGM Risk Managed Total Return Fund

NA > NA

LBETX rank - 0 of 0

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%
2020
0%

Salient Global Real Estate Fund

NA > NA

KIRAX rank - 123 of 139

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
19.2%
2020
-11.81%

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
5.35%
2020
18.7%

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
0%
2020
0%

Pioneer International Equity Fund

Multi-Cap > Core

PIIFX rank - 217 of 573

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
13.04%
2020
12.14%

iShares Edge MSCI Multifactor USA Index Fund

Multi-Cap > Value

BIMFX rank - 176 of 181

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
2.43%
2020
9.62%

Franklin Mutual Shares Fund

Multi-Cap > Value

TESRX rank - 144 of 181

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
18.51%
2020
-8.13%

Donoghue Forlines Momentum Fund

NA > NA

MOJOX rank - 0 of 0

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
0%
2020
0%

American Growth Fund Series Two

Large-Cap > Growth

AMREX rank - 647 of 669

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
7.35%
2020
19.06%

Dunham Small Cap Growth Fund

Small-Cap > Growth

DADGX rank - 211 of 462

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
13.76%
2020
44.29%

American Beacon Bahl & Gaynor Small Cap Growth Fund

Small-Cap > Growth

GBSAX rank - 218 of 462

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
13.73%
2020
11.1%

William Blair Small-Mid Cap Growth Fund

Mid-Cap > Growth

WSMDX rank - 269 of 345

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
12.67%
2020
30.16%

Wells Fargo Special Mid Cap Value Fund

Mid-Cap > Value

WFHHX rank - 196 of 248

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
20.47%
2020
2.57%

Wells Fargo Enterprise Fund

Mid-Cap > Growth

SENAX rank - 246 of 345

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
13.22%
2020
44.28%

Weitz Hickory Fund

Mid-Cap > Value

WEHIX rank - 233 of 248

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
17.68%
2020
-2.83%

Wasatch Core Growth Fund

Mid-Cap > Growth

WGROX rank - 43 of 345

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
20.03%
2020
27.28%

Voya MidCap Opportunities Fund

Mid-Cap > Growth

IMORX rank - 125 of 345

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
16.42%
2020
12.96%

Villere Equity Fund

Mid-Cap > Growth

VLEQX rank - 299 of 345

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
11.46%
2020
13.92%

Vanguard S&P Mid-Cap 400 Value Index Fund

Mid-Cap > Value

VMFVX rank - 57 of 248

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
26.32%
2020
1.15%

Vanguard S&P Mid-Cap 400 Growth Index Fund

Mid-Cap > Growth

VMFGX rank - 138 of 345

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
16.1%
2020
21.65%

Vanguard Mid-Cap Value Index Fund

Mid-Cap > Value

VMVAX rank - 118 of 248

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
23.31%
2020
-0.29%

Vanguard Mid-Cap Growth Index Fund

Mid-Cap > Growth

VMGIX rank - 69 of 345

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
18.15%
2020
33.54%

Vanguard Mid-Cap Growth Fund

Mid-Cap > Growth

VMGRX rank - 197 of 345

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
14.43%
2020
25.52%

Vanguard Explorer Value Fund

Mid-Cap > Value

VEVFX rank - 93 of 248

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
24.36%
2020
2.4%

Value Line Mid Cap Focused Fund, Inc

Mid-Cap > Growth

VLIFX rank - 172 of 345

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
15.13%
2020
10.98%

Tributary Growth Opportunities Fund

Mid-Cap > Growth

FOGPX rank - 267 of 345

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
12.67%
2020
11.02%

TorrayResolute Small-Mid Cap Growth Fund

Mid-Cap > Growth

TRSDX rank - 302 of 345

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
11.23%
2020
39.56%

Tocqueville Opportunity Fund

Mid-Cap > Growth

TOPPX rank - 280 of 345

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
12.42%
2020
47.48%

Timothy Plan Aggressive Growth Fund

Mid-Cap > Growth

TAAGX rank - 57 of 345

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
19.23%
2020
28.36%

TCW Relative Value Mid Cap Fund

Mid-Cap > Value

TGVNX rank - 22 of 248

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
28.29%
2020
2.93%

T. Rowe Price New Horizons Fund, Inc

Mid-Cap > Growth

PRJIX rank - 39 of 345

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
20.15%
2020
38.69%

T. Rowe Price Institutional Mid-Cap Equity Growth Fund

Mid-Cap > Growth

PMEGX rank - 127 of 345

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
16.31%
2020
18.59%

Sterling Capital Stratton Mid Cap Value Fund

Mid-Cap > Value

STRGX rank - 206 of 248

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
20.12%
2020
2.87%

Schwartz Value Focused Fund

Mid-Cap > Value

RCMFX rank - 13 of 248

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
28.98%
2020
8.95%

Rydex S&P MidCap 400 Pure Value Fund

Mid-Cap > Value

RYAVX rank - 24 of 248

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
28.13%
2020
6.5%

Reinhart Genesis PMV Fund

Mid-Cap > Value

RPMFX rank - 185 of 248

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
20.95%
2020
4.2%

RBC SMID Cap Growth Fund

Mid-Cap > Growth

RSMRX rank - 63 of 345

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
18.8%
2020
17.42%

ProFunds Mid-Cap Value ProFund

Mid-Cap > Value

MLPIX rank - 86 of 248

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
24.66%
2020
1.87%

ProFunds Mid-Cap Growth ProFund

Mid-Cap > Growth

MGPIX rank - 186 of 345

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
14.72%
2020
17.12%

Penn Capital Mid Cap Core Fund

NA > NA

PSMPX rank - 0 of 0

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%
2020
0%

Papp Small & Mid-Cap Growth Fund

Mid-Cap > Growth

PAPPX rank - 294 of 345

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
12.04%
2020
22.04%

Nicholas II Fund

Mid-Cap > Growth

NCTWX rank - 34 of 345

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
20.66%
2020
11.48%

Vaughan Nelson Mid Cap Fund

NA > NA

VNVAX rank - 0 of 350

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%
2020
0%

MFAM Mid Cap Growth Fund

NA > NA

FOGIX rank - 0 of 0

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
0%
2020
0%

Meeder Quantex Fund

Mid-Cap > Value

QNTAX rank - 65 of 248

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
25.26%
2020
-5.95%

Manager Directed Spyglass Growth Fund

Mid-Cap > Growth

SPYGX rank - 325 of 345

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
8.34%
2020
57.49%

Madison Mid Cap Fund

Mid-Cap > Growth

GTSGX rank - 75 of 345

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
17.73%
2020
5.79%

Lord Asset Thomas White American Opportunities Fund

Mid-Cap > Core

TWAOX rank - 44 of 303

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
23.37%
2020
-17.7%

Lord Abbett Mid Cap Stock Fund Inc

Mid-Cap > Value

LAVLX rank - 145 of 248

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
22.29%
2020
1.5%

Janus Henderson Enterprise Fund

Mid-Cap > Growth

JAENX rank - 169 of 345

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
15.26%
2020
10.74%

Invesco American Value Fund

Mid-Cap > Value

MSAFX rank - 162 of 248

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
21.55%
2020
1.12%

Guggenheim SMid Cap Value Fund

NA > NA

SEVPX rank - 0 of 350

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
0%
2020
0%

GoodHaven Fund

Mid-Cap > Value

GOODX rank - 60 of 248

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
26.12%
2020
5.85%

Fuller & Thaler Behavioral Mid-Cap Value Fund

Mid-Cap > Value

FTVNX rank - 61 of 248

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
25.94%
2020
6.17%

Franklin Small-Mid Cap Growth Fund

Mid-Cap > Growth

FMGGX rank - 104 of 345

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
16.97%
2020
45.4%

Frank Value Fund

Mid-Cap > Value

FNKCX rank - 248 of 248

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
8.58%
2020
11.99%

Fiera Capital Small-Mid-Cap Growth Fund

Mid-Cap > Growth

APSGX rank - 225 of 345

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
13.78%
2020
19.4%

Fidelity Mid Cap Value K6 Fund

Mid-Cap > Value

FCMVX rank - 15 of 248

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
28.73%
2020
-1.67%

Fidelity Low-Priced Stock K6 Fund

Mid-Cap > Value

FLKSX rank - 168 of 248

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
21.4%
2020
7.53%

Fidelity Advisor Mid Cap Value Fund

Mid-Cap > Value

FIDFX rank - 16 of 248

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
28.67%
2020
-0.96%

Federated Hermes Kaufmann Fund

NA > NA

KAUCX rank - 0 of 350

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
0%
2020
0%

Eventide Gilead Fund

Mid-Cap > Growth

ETAGX rank - 112 of 345

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
16.84%
2020
53.82%

Emerald Insights Fund

Mid-Cap > Growth

EFCAX rank - 9 of 345

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
26.72%
2020
36.67%

DFA US Vector Equity Portfolio

Mid-Cap > Value

DFVEX rank - 95 of 248

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
24.29%
2020
5.77%

CRM Small-Mid Cap Value Fund

Mid-Cap > Value

CRIAX rank - 127 of 248

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
23.15%
2020
6.75%

Copeland SMID Cap Dividend Growth Fund

Mid-Cap > Growth

CSMDX rank - 71 of 345

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
18.03%
2020
7.87%

Columbia Acorn Fund

Mid-Cap > Growth

CEARX rank - 318 of 345

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
9.52%
2020
13.72%

Champlain Mid Cap Fund

Mid-Cap > Growth

CIPIX rank - 21 of 345

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
23.36%
2020
23.69%

Buffalo Mid Cap Fund

Mid-Cap > Growth

BUFMX rank - 243 of 345

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
13.26%
2020
25.41%

Bridge Builder Small-Mid Cap Value Fund

Mid-Cap > Value

BBVSX rank - 110 of 248

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
23.59%
2020
3.56%

Bridge Builder Small-Mid Cap Growth Fund

Mid-Cap > Growth

BBGSX rank - 62 of 345

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
19%
2020
18.82%

BlackRock Mid-Cap Growth Equity Portfolio

Mid-Cap > Growth

BMGAX rank - 195 of 345

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
14.46%
2020
45.73%

Baird Small-Mid Cap Value Fund

Mid-Cap > Value

BMVIX rank - 237 of 248

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
16.03%
2020
-0.24%

Baird MidCap Fund

Mid-Cap > Growth

BMDIX rank - 29 of 345

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
21.33%
2020
23.01%

Azzad Ethical Fund

Mid-Cap > Growth

ADJEX rank - 79 of 345

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
17.61%
2020
23.5%

Artisan Mid Cap Fund

Mid-Cap > Growth

APDMX rank - 91 of 345

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
17.37%
2020
36.9%

Aquila Three Peaks Opportunity Growth Fund

Mid-Cap > Growth

ATGAX rank - 74 of 345

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
17.86%
2020
2.45%

American Century Heritage Fund

Mid-Cap > Growth

AHGCX rank - 237 of 345

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
13.51%
2020
12.87%

Virtus AllianzGI Mid-Cap Growth Fund

NA > NA

DRMAX rank - 0 of 0

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
0%
2020
0%

Alger Mid Cap Focus Fund

Mid-Cap > Growth

AFOIX rank - 0 of 345

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
0%
2020
0%

T. Rowe Price Large-Cap Value Fund

NA > NA

TILCX rank - 0 of 350

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
0%
2020
0%

John Hancock Disciplined Value Fund

Large-Cap > Value

JDVFX rank - 91 of 402

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
23.41%
2020
0.05%

Zacks Dividend Fund

NA > NA

ZDIIX rank - 231 of 387

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
18%
2020
-3.67%

Westfield Capital Dividend Growth Fund

NA > NA

WCDGX rank - 260 of 387

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
17.34%
2020
7.25%

Voya US High Dividend Low Volatility Fund

NA > NA

VHDAX rank - 113 of 387

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
20.21%
2020
0.08%

Voya Large Cap Value Fund

NA > NA

IEDAX rank - 81 of 387

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
20.86%
2020
-3.72%

Vanguard Dividend Growth Fund

NA > NA

VDIGX rank - 295 of 387

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
16.37%
2020
8.77%

Vanguard Dividend Appreciation Index Fund

NA > NA

VDADX rank - 312 of 387

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
15.44%
2020
13.3%

USAA Income Stock Fund

NA > NA

URISX rank - 10 of 387

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
23.85%
2020
-2.13%

Touchstone International ESG Equity Fund

NA > NA

TPYAX rank - 0 of 350

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%
2020
0%

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
23.21%
2020
1.19%

T Rowe Price Dividend Growth Fund, Inc

NA > NA

PDGIX rank - 184 of 387

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
18.77%
2020
12.53%

Sterling Capital Equity Income Fund

NA > NA

STREX rank - 95 of 387

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
20.49%
2020
6.26%

Sit Small Cap Dividend Growth Fund

NA > NA

SDFSX rank - 103 of 387

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
20.32%
2020
15.24%

Sit Dividend Growth Fund

NA > NA

SDVGX rank - 104 of 387

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
20.32%
2020
6.14%

Shelton Equity Income Fund

NA > NA

EQTKX rank - 0 of 350

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
0%
2020
0%

Seven Canyons Strategic Income Fund

NA > NA

WASIX rank - 2 of 387

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
34.32%
2020
3.69%

Schwab Dividend Equity Fund

NA > NA

SWDSX rank - 45 of 387

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
21.68%
2020
-6.6%

Royce Dividend Value Fund

NA > NA

RDVCX rank - 176 of 387

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
18.98%
2020
-0.82%

RNC Genter Dividend Income Fund

NA > NA

GDIIX rank - 182 of 387

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
18.82%
2020
-3.26%

Rational Equity Armor Fund

NA > NA

HDCAX rank - 0 of 0

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%
2020
0%

Principal Small-MidCap Dividend Income Fund

NA > NA

PMDDX rank - 61 of 387

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
21.15%
2020
-7.92%

Principal Equity Income Fund

NA > NA

PQIAX rank - 277 of 387

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
16.99%
2020
4.2%

Donoghue Forlines Dividend Fund

NA > NA

PWDAX rank - 0 of 0

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%
2020
0%

Pioneer Equity Income Fund

NA > NA

PEQKX rank - 236 of 387

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
17.94%
2020
-2.05%

PGIM Jennison Global Equity Income Fund

NA > NA

PJERX rank - 0 of 350

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
0%
2020
0%

Payden Equity Income Fund

NA > NA

PYVSX rank - 241 of 387

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
17.9%
2020
-1.37%

Pax Global Sustainable Infrastructure Fund

NA > NA

PAXDX rank - 0 of 350

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
0%
2020
0%

Parnassus Core Equity Fund

NA > NA

PRILX rank - 19 of 387

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
22.6%
2020
14.12%

Invesco Rising Dividends Fund

NA > NA

OARDX rank - 0 of 350

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
0%
2020
0%

Northern Income Equity Fund

NA > NA

NOIEX rank - 140 of 387

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
19.53%
2020
2.73%

North Star Dividend Fund

NA > NA

NSDVX rank - 242 of 387

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
17.9%
2020
4.57%

Nicholas Equity Income Fund

NA > NA

NSEIX rank - 371 of 387

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
12.64%
2020
3.32%

MFS Equity Income Fund

NA > NA

EQNAX rank - 68 of 387

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
21.02%
2020
4.25%

Matrix Advisors Dividend Fund

NA > NA

MADFX rank - 313 of 387

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
15.37%
2020
-2.91%

Matisse Discounted Closed-End Fund Strategy

NA > NA

MDCEX rank - 380 of 387

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
11.96%
2020
-16.48%

Madison Dividend Income Fund

NA > NA

BHBFX rank - 285 of 387

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
16.79%
2020
4.46%

Lord Abbett Dividend Growth Fund

NA > NA

LAMHX rank - 0 of 350

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
0%
2020
0%

Lord Abbett Affiliated Fund, Inc

NA > NA

LAFSX rank - 132 of 387

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
19.78%
2020
-3.49%

KEELEY Small Cap Dividend Value Fund

NA > NA

KSDVX rank - 148 of 387

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
19.46%
2020
1.5%

KEELEY Mid Cap Dividend Value Fund

NA > NA

KMDVX rank - 170 of 387

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
19.08%
2020
-3.31%

JPMorgan U.S. Value Fund

NA > NA

VGICX rank - 0 of 350

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
0%
2020
0%

JPMorgan Equity Income Fund

NA > NA

OIEPX rank - 194 of 387

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
18.5%
2020
1.42%

Johnson Equity Income Fund

NA > NA

JEQIX rank - 107 of 387

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
20.26%
2020
10%

John Hancock Equity-Income Fund

NA > NA

JHEIX rank - 119 of 387

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
20.08%
2020
-1.85%

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%
2020
0%

Invesco Income Advantage U.S. Fund

NA > NA

SCAUX rank - 0 of 350

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
0%
2020
0%

Invesco Growth & Income Fund

NA > NA

GIFFX rank - 25 of 387

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
22.46%
2020
-2.03%

Invesco Dividend Income Fund

NA > NA

IAUTX rank - 351 of 387

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
13.4%
2020
-1.79%

Invesco Diversified Dividend Fund

NA > NA

LCEFX rank - 337 of 387

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
14.43%
2020
-3.9%

Integrity ESG Growth & Income Fund

NA > NA

IGIAX rank - 0 of 350

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
0%
2020
0%

Integrity Energized Dividend Fund

NA > NA

NRGDX rank - 65 of 387

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
21.11%
2020
-33.94%

Integrity Dividend Harvest Fund

NA > NA

IDHCX rank - 374 of 387

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
12.47%
2020
-4.82%

ICON Equity Income Fund

NA > NA

IEQAX rank - 105 of 387

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
20.3%
2020
-0.84%

Huber Capital Equity Income Fund

NA > NA

HULEX rank - 8 of 387

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
26.58%
2020
1.68%

Hodges Blue Chip Equity Income Fund

NA > NA

HDPBX rank - 312 of 387

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
15.57%
2020
9.88%

HCM Dividend Sector Plus Fund

NA > NA

HCMNX rank - 4 of 387

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
29.28%
2020
28.79%

Hartford Equity Income Fund

NA > NA

HQIFX rank - 144 of 387

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
19.47%
2020
1.28%

Hartford Dividend & Growth Fund

NA > NA

HDGFX rank - 14 of 387

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
22.63%
2020
3.76%

Hanlon Tactical Dividend and Momentum Fund

NA > NA

HTDAX rank - 291 of 387

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
16.47%
2020
4.04%

Hamlin High Dividend Equity Fund

NA > NA

HHDFX rank - 53 of 387

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
21.4%
2020
0.98%

Guggenheim RBP Dividend Fund

NA > NA

TVEAX rank - 156 of 387

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
19.29%
2020
0%

Great-West Large Cap Value Fund

NA > NA

MXVHX rank - 0 of 350

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
0%
2020
0%

Goldman Sachs Equity Income Fund

NA > NA

GRGUX rank - 298 of 387

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
16.1%
2020
1.66%

Glenmede Equity Income Portfolio

NA > NA

GEQIX rank - 79 of 387

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
20.9%
2020
4.3%

Franklin Equity Income Fund

NA > NA

FEIFX rank - 193 of 387

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
18.51%
2020
2.01%

Fidelity Strategic Dividend & Income Fund

NA > NA

FSDIX rank - 317 of 387

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
15.06%
2020
4.92%

Fidelity Series Value Discovery Fund

NA > NA

FNKLX rank - 39 of 387

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
21.84%
2020
5.45%

Fidelity Growth & Income Portfolio

NA > NA

FGRIX rank - 94 of 387

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
20.53%
2020
3.62%

Fidelity Equity-Income Fund

NA > NA

FEQIX rank - 234 of 387

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
17.96%
2020
2.9%

Fidelity Equity Dividend Income Fund

NA > NA

FEQTX rank - 223 of 387

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
18.1%
2020
-0.97%

Fidelity Dividend Growth Fund

NA > NA

FDGKX rank - 63 of 387

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
21.12%
2020
0.1%

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
14.92%
2020
4.96%

Fidelity Advisor Growth & Income Fund

NA > NA

FGIOX rank - 54 of 387

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
21.37%
2020
2.34%

Fidelity Advisor Equity Income Fund

NA > NA

FZAGX rank - 192 of 387

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
18.52%
2020
-1.23%

Fidelity Advisor Dividend Growth Fund

NA > NA

FADAX rank - 80 of 387

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
20.88%
2020
0.3%

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
0%
2020
0%

Federated Hermes Equity Income Fund, Inc.

NA > NA

LEIBX rank - 0 of 350

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
0%
2020
0%

FBP Equity & Dividend Plus Fund

NA > NA

FBPEX rank - 214 of 387

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
18.26%
2020
-4.36%

FAM Dividend Focus Fund

NA > NA

FAMEX rank - 0 of 350

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
0%
2020
0%

Destinations Equity Income Fund

NA > NA

DGEFX rank - 306 of 387

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
15.94%
2020
-8.48%

Copeland Dividend Growth Fund

NA > NA

CDCRX rank - 0 of 0

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
0%
2020
0%

Columbia Dividend Opportunity Fund

NA > NA

CDOYX rank - 248 of 387

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
17.72%
2020
285.04%

Columbia Dividend Income Fund

NA > NA

CDDRX rank - 173 of 387

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
19.05%
2020
5.63%

Cohen & Steers Alternative Income Fund

NA > NA

DVFRX rank - 0 of 0

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%
2020
0%

ClearBridge Tactical Dividend Income Fund

NA > NA

LADIX rank - 224 of 387

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
18.09%
2020
-4.79%

City National Rochdale Dividend & Income Fund

NA > NA

RIMHX rank - 330 of 387

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
14.71%
2020
-10.33%

CIBC Atlas Equity Income Fund

NA > NA

AWYIX rank - 15 of 387

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
22.63%
2020
5.29%

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
0%
2020
0%

Dearborn Partners Rising Dividend Fund

NA > NA

DRDAX rank - 319 of 387

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
15%
2020
8.98%

Day Hagan Logix Smart Value Fund

NA > NA

DHQAX rank - 0 of 0

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
0%
2020
0%

Davenport Value and Income Fund

NA > NA

DVIPX rank - 268 of 387

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
17.23%
2020
-3.31%

Cullen High Dividend Equity Fund

NA > NA

CHVCX rank - 90 of 387

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
20.62%
2020
-14.35%

Cullen Enhanced Equity Income Fund

NA > NA

ENHCX rank - 276 of 387

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
17.01%
2020
-5.01%

Crawford Large Cap Dividend Fund

NA > NA

CDGCX rank - 0 of 350

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
0%
2020
0%

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
14.72%
2020
2.86%

Carillon Eagle Growth & Income Fund

NA > NA

HIGUX rank - 225 of 387

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
18.08%
2020
0.88%

Calamos Dividend Growth Fund

NA > NA

CADVX rank - 91 of 387

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
20.6%
2020
9.51%

Buffalo Dividend Focus Fund

NA > NA

BUFDX rank - 284 of 387

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
16.8%
2020
15.95%

Brown Advisory Equity Income Fund

NA > NA

BADAX rank - 174 of 387

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
19.03%
2020
-0.42%

BMO Dividend Income Fund

NA > NA

BADIX rank - 32 of 387

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
22.05%
2020
-1.48%

BlackRock Mid Cap Dividend Fund

NA > NA

MARFX rank - 190 of 387

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
18.56%
2020
4.44%

BlackRock High Equity Income Fund

NA > NA

BMCIX rank - 346 of 387

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
13.54%
2020
-6.54%

BlackRock Equity Dividend Fund

NA > NA

MKDVX rank - 375 of 387

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
12.34%
2020
-2.92%

Archer Dividend Growth Fund

NA > NA

ARDGX rank - 210 of 387

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
18.3%
2020
-10.55%

American Century Equity Income Fund

NA > NA

AEIUX rank - 356 of 387

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
13.3%
2020
-1.2%

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
17.31%
2020
5.36%

Virtus NFJ Dividend Value Fund

NA > NA

ANDVX rank - 0 of 350

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
0%
2020
0%

Westwood Alternative Income Fund

NA > NA

WMNIX rank - 0 of 350

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%
2020
0%

Weitz Partners III Opportunity Fund

NA > NA

WPOPX rank - 113 of 350

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
14.74%
2020
-3.43%

Waycross Long-Short Equity Fund

NA > NA

WAYEX rank - 184 of 350

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
9.54%
2020
20.85%

Vanguard Market Neutral Fund

NA > NA

VMNIX rank - 156 of 350

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
11.46%
2020
-12.32%

Ziegler FAMCO Hedged Equity Fund

NA > NA

SHLDX rank - 0 of 0

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
0%
2020
0%

USA Mutuals Navigator Fund

NA > NA

UNAVX rank - 242 of 350

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
2.99%
2020
-8.36%

Touchstone Dynamic Equity Fund

NA > NA

TDEAX rank - 143 of 350

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
12.04%
2020
5.8%

Crossmark Steward Covered Call Income Fund

NA > NA

SCJIX rank - 0 of 350

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%
2020
0%

Snow Capital Long-Short Opportunity Fund

NA > NA

SNOAX rank - 74 of 350

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
21.14%
2020
-0.35%

Sirios Long-Short Fund

NA > NA

SLHIX rank - 170 of 350

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
10.54%
2020
1.21%

Schwab Hedged Equity Fund

NA > NA

SWHEX rank - 81 of 350

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
20.18%
2020
-7.43%

Rydex Mid-Cap 1.5x Strategy Fund

NA > NA

RYAHX rank - 43 of 350

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
30.68%
2020
9.44%

Rydex S&P 500 2x Strategy Fund

NA > NA

RYTTX rank - 11 of 350

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
44.72%
2020
19.46%

Rydex Russell 2000 2x Strategy Fund

NA > NA

RYRUX rank - 41 of 350

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
31.19%
2020
16.41%

Rydex Russell 2000 1.5x Strategy Fund

NA > NA

RYAKX rank - 63 of 350

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
24.28%
2020
20.55%

Rydex Nova Fund

NA > NA

RYANX rank - 36 of 350

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
32.55%
2020
18.63%

Rydex NASDAQ-100 2x Strategy Fund

NA > NA

RYVLX rank - 18 of 350

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
42.28%
2020
72.31%

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
44.9%
2020
90.14%

Rydex Inverse S&P 500 Strategy Fund

NA > NA

RYARX rank - 302 of 350

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
-19.4%
2020
-25.44%

Rydex Inverse S&P 500 2x Strategy Fund

NA > NA

RYTMX rank - 335 of 350

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
-35.56%
2020
149.76%

Rydex Inverse Russell 2000 Strategy Fund

NA > NA

RYAFX rank - 298 of 350

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
-18.24%
2020
244.43%

Rydex Inverse Russell 2000 2x Strategy Fund

NA > NA

RYIUX rank - 333 of 350

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
-35.37%
2020
-59.89%

Rydex Inverse NASDAQ-100 Strategy Fund

NA > NA

RYAPX rank - 314 of 350

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
-20.29%
2020
-41.18%

Rydex Inverse NASDAQ-100 2x Strategy Fund

NA > NA

RYVTX rank - 345 of 350

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
-37.77%
2020
201.66%

Rydex Inverse Mid-Cap Strategy Fund

NA > NA

RYAGX rank - 308 of 350

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
-20.01%
2020
270.81%

Rydex Inverse Dow 2x Strategy Fund

NA > NA

RYIDX rank - 326 of 350

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
-30.27%
2020
724.68%

Rydex Dow 2x Strategy Fund

NA > NA

RYLDX rank - 31 of 350

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
34.03%
2020
1.93%

RiverPark Long-Short Opportunity Fund

NA > NA

RLSIX rank - 126 of 350

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
13.58%
2020
54.74%

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
10.84%
2020
0.38%

QS Global Market Neutral Fund

NA > NA

LNFIX rank - 177 of 350

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
10.01%
2020
-7.24%

ProFunds Utilities UltraSector ProFund

NA > NA

UTPIX rank - 91 of 350

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
17.32%
2020
-8.72%

ProFunds UltraSmall-Cap ProFund

NA > NA

UAPIX rank - 40 of 350

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
31.35%
2020
13.86%

ProFunds UltraShort Small-Cap ProFund

NA > NA

UCPIX rank - 336 of 350

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
-35.64%
2020
-60.58%

ProFunds UltraShort NASDAQ-100 ProFund

NA > NA

USPIX rank - 347 of 350

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
-38.04%
2020
132.53%

ProFunds UltraShort Mid-Cap ProFund

NA > NA

UIPIX rank - 343 of 350

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
-37.11%
2020
-53.9%

ProFunds UltraShort Dow 30 ProFund

NA > NA

UWPIX rank - 324 of 350

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
-29.98%
2020
117.25%

ProFunds UltraNASDAQ-100 ProFund

NA > NA

UOPIX rank - 19 of 350

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
41.95%
2020
-15.21%

ProFunds UltraMid-Cap ProFund

NA > NA

UMPIX rank - 22 of 350

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
41.49%
2020
5.21%

ProFunds UltraDow 30 ProFund

NA > NA

UDPIX rank - 29 of 350

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
34.23%
2020
-1.19%

ProFunds UltraBull ProFund

NA > NA

ULPIX rank - 7 of 350

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
45.07%
2020
5.38%

ProFunds UltraBear ProFund

NA > NA

URPIX rank - 337 of 350

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
-35.69%
2020
94.67%

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
23.97%
2020
-0.14%

ProFunds Technology UltraSector ProFund

NA > NA

TEPIX rank - 16 of 350

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
42.67%
2020
61.63%

ProFunds Short Small-Cap ProFund

NA > NA

SHPIX rank - 305 of 350

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
-19.66%
2020
-31.6%

ProFunds Short Real Estate ProFund

NA > NA

SRPIX rank - 322 of 350

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
-26.06%
2020
-12.77%

ProFunds Short Precious Metals ProFund

NA > NA

SPPIX rank - 268 of 350

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
-0.63%
2020
-39.42%

ProFunds Short Oil & Gas ProFund

NA > NA

SNPIX rank - 330 of 350

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
-30.84%
2020
2.21%

ProFunds Short NASDAQ-100 ProFund

NA > NA

SOPIX rank - 306 of 350

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
-19.75%
2020
-42.92%

ProFunds Semiconductor UltraSector ProFund

NA > NA

SMPIX rank - 27 of 350

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
35.02%
2020
61.74%

ProFunds Rising Rates Opportunity ProFund

NA > NA

RRPIX rank - 239 of 350

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
3.3%
2020
-26.8%

ProFunds Rising Rates Opportunity 10 ProFund

NA > NA

RTPIX rank - 263 of 350

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
0.65%
2020
-11.86%

ProFunds Real Estate UltraSector ProFund

NA > NA

REPIX rank - 2 of 350

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
47.46%
2020
-15.86%

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
47.99%
2020
-54.09%

ProFunds Pharmaceuticals UltraSector ProFund

NA > NA

PHPIX rank - 119 of 350

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
14.12%
2020
15.8%

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
22.41%
2020
28.21%

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%
2020
0%

ProFunds Industrials UltraSector ProFund

NA > NA

IDPIX rank - 50 of 350

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
27.2%
2020
18.22%

ProFunds Health Care UltraSector ProFund

NA > NA

HCPIX rank - 39 of 350

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
31.51%
2020
17.4%

ProFunds Financials UltraSector ProFund

NA > NA

FNPIX rank - 23 of 350

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
41.33%
2020
-9.33%

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
16.99%
2020
34.18%

ProFunds Consumer Goods UltraSector ProFund

NA > NA

CNPIX rank - 160 of 350

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
11.22%
2020
-27.72%

ProFunds Bear ProFund

NA > NA

BRPIX rank - 304 of 350

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
-19.64%
2020
-25.68%

ProFunds Basic Materials UltraSector ProFund

NA > NA

BMPIX rank - 57 of 350

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
25.86%
2020
19.33%

ProFunds Banks UltraSector ProFund

NA > NA

BKPIX rank - 4 of 350

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
46.29%
2020
-30.39%

Princeton Long-Short Treasury Fund

NA > NA

PTAAX rank - 289 of 350

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
-6.14%
2020
-0.64%

PIMCO TRENDS Managed Futures Strategy Fund

NA > NA

PQTAX rank - 154 of 350

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
11.49%
2020
3.67%

PIMCO RAE Fundamental Advantage PLUS Fund

NA > NA

PTFAX rank - 265 of 350

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
0.47%
2020
-10.39%

Persimmon Long-Short Fund

NA > NA

LSEIX rank - 148 of 350

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
11.68%
2020
8.13%

Madison Covered Call & Equity Income Fund

NA > NA

MENAX rank - 107 of 350

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
15.02%
2020
4.41%

LS Opportunity Fund

NA > NA

LSOFX rank - 206 of 350

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
7.98%
2020
3.01%

Longboard Managed Futures Strategy Fund

NA > NA

WAVEX rank - 212 of 350

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
6.27%
2020
-1.28%

Longboard Alternative Growth Fund

NA > NA

LONAX rank - 161 of 350

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 allocates the fund’s net assets in three principal

YTD
11.17%
2020
27.37%

LoCorr Market Trend Fund

NA > NA

LOTAX rank - 219 of 350

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

The fund manages assets with the help of two sub-advisers namely Graham Capital Management, L.P., and Nuveen Asset Management, LLC.

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

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