Investment RatingNameTicker7-Day Total ReturnDividend YieldExchangeCategoryNon-U.S. Bond
B
Franklin Floating Rate Daily Access Fund Class R6FFRDX
B
Apogem Evergreen Fund Class I--
B
Franklin Floating Rate Daily Access Fund Advisor ClassFDAAX
B
Franklin Floating Rate Daily Access Fund Class AFAFRX
B
Franklin Floating Rate Daily Access Fund Class CFCFRX
B
Matisse Discounted Closed-End Fund Strategy Institutional Class SharesMDCEX
B
Thornburg Investment Income Builder Fund Class ATIBAX
B
Thornburg Investment Income Builder Fund Class CTIBCX
B
Thornburg Investment Income Builder Fund Class ITIBIX
B
Thornburg Investment Income Builder Fund Class R3TIBRX
B
Thornburg Investment Income Builder Fund Class R4TIBGX
B
Thornburg Investment Income Builder Fund Class R5TIBMX
B
Thornburg Investment Income Builder Fund Class R6TIBOX
C
American Funds 2045 Target Date Retirement Fund® Class F-3FCHTX
C
American Funds 2045 Target Date Retirement Fund® Class R-5REHTX
C
American Funds Tax-Aware Conservative Growth and Income Portfolio Class ATAIAX
C
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1TAIFX
C
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-2TXIFX
C
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-3TYIFX
C
American Funds The Income Fund of America® Class 529-ACIMAX
C
American Funds The Income Fund of America® Class 529-ECIMEX
C
American Funds The Income Fund of America® Class 529-F-2FAIFX
C
American Funds The Income Fund of America® Class 529-F-3FFIFX
C
American Funds The Income Fund of America® Class AAMECX
C
American Funds The Income Fund of America® Class F-1IFAFX
C
American Funds The Income Fund of America® Class F-2AMEFX
C
American Funds The Income Fund of America® Class F-3FIFAX
C
American Funds The Income Fund of America® Class R-2ERIEBX
C
American Funds The Income Fund of America® Class R-3RIDCX
C
American Funds The Income Fund of America® Class R-4RIDEX
C
American Funds The Income Fund of America® Class R-5RIDFX
C
American Funds The Income Fund of America® Class R-5ERIDHX
C
American Funds The Income Fund of America® Class R-6RIDGX
C
Archer Balanced FundARCHX
C
BlackRock Balanced Fund Class KMKCPX
C
BlackRock Balanced Fund Institutional SharesMACPX
C
BlackRock Balanced Fund Investor A SharesMDCPX
C
Catholic Responsible Investments Magnus 75/25 Fund Institutional SharesCMUSX
C
Catholic Responsible Investments Magnus 75/25 Fund Investor SharesCMUVX
C
Eaton Vance Tax-Managed Equity Asset Allocation Fund Class AEAEAX
C
Eaton Vance Tax-Managed Equity Asset Allocation Fund Class CECEAX
C
Eaton Vance Tax-Managed Equity Asset Allocation Fund Class IEIEAX
C
Fidelity Advisor Asset Manager 85% - Class ZFIQCX
C
Fidelity Asset Manager 85% FundFAMRX
C
Franklin Growth Allocation Fund Advisor ClassFGTZX
C
Franklin Growth Allocation Fund Class R6FTGMX
C
Franklin Income Fund Advisor ClassFRIAX
C
Franklin Income Fund Class A1FKINX
C
Franklin LifeSmart 2040 Retirement Target Fund Advisor ClassFLSHX
C
Franklin LifeSmart 2040 Retirement Target Fund Class AFLADX