Investment RatingNameTicker7-Day Total ReturnDividend YieldExchangeCategoryCash
B
AMG Pantheon Fund, LLC Class 1XPEBX
B
AMG Pantheon Fund, LLC Class 2XPEAX
B
AMG Pantheon Fund, LLC Class 3XPEIX
B
AMG Pantheon Fund, LLC Class 4XPEPX
B
AMG Pantheon Fund, LLC Class 5--
B
Goldman Sachs Energy Infrastructure Fund Class A SharesGLEAX
B
Goldman Sachs Energy Infrastructure Fund Class C SharesGLECX
B
Goldman Sachs Energy Infrastructure Fund Class PGAMPX
B
Goldman Sachs Energy Infrastructure Fund Class R SharesGLERX
B
Goldman Sachs Energy Infrastructure Fund Class R6 SharesGLESX
B
Goldman Sachs Energy Infrastructure Fund Institutional SharesGLEPX
B
Goldman Sachs Energy Infrastructure Fund Investor SharesGLEIX
B
BlackRock Capital Appreciation Fund Institutional SharesMAFGX
B
BlackRock Capital Appreciation Fund Investor A SharesMDFGX
B
BlackRock Capital Appreciation Fund Investor C SharesMCFGX
B
BlackRock Capital Appreciation Fund K SharesBFGBX
B
BlackRock Capital Appreciation Fund R SharesMRFGX
B
Northern Large Cap Value FundNOLVX
B
Putnam Large Cap Growth Fund Class APOGAX
B
Putnam Large Cap Growth Fund Class CPOGCX
B
Putnam Large Cap Growth Fund Class RPGORX
B
Putnam Large Cap Growth Fund Class R5PGODX
B
Putnam Large Cap Growth Fund Class R6PGOEX
B
Putnam Large Cap Growth Fund Class YPGOYX
B
Tortoise Energy Infrastructure CorporationTYG
C
Calvert US Large Cap Core Responsible Index Fund Class ACSXAX
C
Calvert US Large Cap Core Responsible Index Fund Class ICISIX
C
Calvert US Large Cap Core Responsible Index Fund Class R6CSXRX
C
CYBER HORNET S&P 500®INDEX
C
Fidelity U.S. Sustainability Index FundFITLX
C
Invesco International Small Company Fund Class AIEGAX
C
Invesco International Small Company Fund Class R6IEGFX
C
Invesco International Small Company Fund Class YIEGYX
C
Invesco International Small Company Fund R5 ClassIEGIX
C
Janus Henderson VIT Research Portfolio Institutional ClassJAGRX
C
Janus Henderson VIT Research Portfolio Service Class--
C
Vanguard S&P 500 Growth Index Fund Institutional SharesVSPGX
C
Calvert US Large Cap Core Responsible Index Fund Class CCSXCX
C
Fidelity Extended Market Index FundFSMAX
C
Fidelity Flex Small Cap Index FundFLXSX
C
Invesco International Small Company Fund Class CIEGCX
C
Mairs & Power Small Cap FundMSCFX
C
T. Rowe Price Science and Technology FundPRSCX
C
T. Rowe Price Science and Technology Fund Advisor ClassPASTX
C
T. Rowe Price Science and Technology Fund I ClassTSNIX
C
AB Municipal Income Fund National Portfolio Advisor ClassALTVX
C
AB Municipal Income Fund National Portfolio Class AALTHX
C
AB Municipal Income Fund National Portfolio Class CALNCX
C
Franklin Oregon Tax Free Income Fund Advisor ClassFOFZX
C
Franklin Oregon Tax Free Income Fund Class AFOFQX