Investment RatingNameTicker7-Day Total ReturnDividend YieldExchangeCategoryCash
C
BlackRock Allocation Target Shares Short Duration Taxable Total Return SeriesBRASX
C
BlackRock LifePath® Dynamic Retirement Fund Class K SharesLPSAX
C
BlackRock LifePath® Dynamic Retirement Fund Class R SharesLPRRX
C
BlackRock LifePath® Dynamic Retirement Fund Institutional SharesSTLAX
C
BlackRock LifePath® Dynamic Retirement Fund Investor A SharesLPRAX
C
Invesco Summit Fund Class AASMMX
C
Invesco Summit Fund Class CCSMMX
C
Invesco Summit Fund Class PSMMIX
C
Invesco Summit Fund Class R6SMISX
C
Invesco Summit Fund Class SSMMSX
C
Invesco Summit Fund Class YASMYX
C
Invesco Summit Fund R5 ClassSMITX
C
JNL Moderate Growth ETF Allocation Fund Class A--
C
JNL Moderate Growth ETF Allocation Fund Class I--
C
Putnam Strategic Intermediate Municipal Fund Class APPNAX
C
Putnam Strategic Intermediate Municipal Fund Class R6PAMLX
C
Putnam Strategic Intermediate Municipal Fund Class YPAMYX
C
BlackRock LifePath® Dynamic Retirement Fund Investor C SharesLPCRX
C
Fidelity Advisor California Municipal Income Fund - Class AFCMAX
C
Fidelity Advisor California Municipal Income Fund - Class CFCMKX
C
Fidelity Advisor California Municipal Income Fund - Class IFCMQX
C
Fidelity Advisor California Municipal Income Fund - Class MFCMTX
C
Fidelity Advisor California Municipal Income Fund - Class ZFIJBX
C
Fidelity California Municipal Income FundFCTFX
C
Fidelity SAI Sustainable Municipal Income FundFASWX
C
Franklin Maryland Tax Free Income Fund Advisor ClassFMDZX
C
Franklin Maryland Tax Free Income Fund Class AFQMDX
C
Franklin Maryland Tax Free Income Fund Class A1FMDTX
C
Franklin Maryland Tax Free Income Fund Class CFMDIX
C
Franklin Maryland Tax Free Income Fund Class R6FMDQX
C
Patient Opportunity Trust Class ALGOAX
C
Patient Opportunity Trust Class CLMOPX
C
Patient Opportunity Trust Class FILMOFX
C
Patient Opportunity Trust Class ILMNOX
C
Patient Opportunity Trust Class ISMVISX
C
Patient Opportunity Trust Class RLMORX
C
Putnam Strategic Intermediate Municipal Fund Class CPAMTX
D
Fidelity Series Investment Grade Bond FundFSIGX
D
Invesco Emerging Markets ex-China Fund Class AGTDDX
D
Invesco Emerging Markets ex-China Fund Class CGTDCX
D
Invesco Emerging Markets ex-China Fund Class R5GTDIX
D
Invesco Emerging Markets ex-China Fund Class R6GTDFX
D
Invesco Emerging Markets ex-China Fund Class YGTDYX
D
PGIM Global Total Return Fund - Class AGTRAX
D
PGIM Global Total Return Fund - Class CPCTRX
D
PGIM Global Total Return Fund - Class R2PGTOX
D
PGIM Global Total Return Fund - Class R4PGTSX
D
PGIM Global Total Return Fund - Class R6PGTQX
D
PGIM Global Total Return Fund - Class ZPZTRX
U
Invesco Summit Fund Class RSMMRX