Investment RatingNameTicker7-Day Total ReturnDividend YieldExchangeCategoryInception Date
C
Aristotle Value Equity Fund Class I-2AIQQX
C
BNY Mellon Appreciation Fund, Inc. - Class IDGIGX
C
BNY Mellon MidCap Index Fund Class IDMIDX
C
Franklin Dynamic Asset Allocation Balanced Fund Class P--
C
Franklin Dynamic Asset Allocation Equity Fund Class P--
C
Franklin Dynamic Asset Allocation Growth Fund Class PPUDAAGP
C
JPMorgan SmartRetirement® 2060 Fund Class IJAKSX
C
JPMorgan SmartRetirement® 2060 Fund Class R5JAKIX
C
JPMorgan SmartRetirement® Blend 2060 Fund Class IJACSX
C
JPMorgan SmartRetirement® Blend 2060 Fund Class R2JATPX
C
JPMorgan SmartRetirement® Blend 2060 Fund Class R5JAABX
C
JPMorgan SmartRetirement® Blend 2060 Fund Class R6JAAYX
C
Baron Focused Growth Fund R6 SharesBFGUX
C
Baron Opportunity Fund R6 SharesBIOUX
C
Baron Partners Fund R6 SharesBPTUX
C
BNY Mellon International Stock Index Fund Class IDINIX
C
BNY Mellon Small Cap Stock Index Fund Class IDISIX
C
Franklin Dynamic Asset Allocation Conservative Fund Class P--
C
JPMorgan SmartRetirement® 2060 Fund Class CJAKCX
C
JPMorgan SmartRetirement® 2060 Fund Class R2JAKZX
C
Nomura Global Listed Real Assets Fund R6 ClassDPRDX
C
Baron Global Opportunity Fund R6 SharesBGLUX
C
BNY Mellon Opportunistic Municipal Securities Fund Class IDMBVX
C
BNY Mellon Opportunistic Municipal Securities Fund Class YDMBYX
C
Champlain Small Company Fund Institutional ClassCIPNX
D
Baron Discovery Fund R6 SharesBDFUX
D
Baron International Growth Fund R6 SharesBIGUX
D
Loomis Sayles Intermediate Duration Bond Fund C ClassLSCDX