Investment RatingNameTicker7-Day Total ReturnDividend YieldExchangeCategoryMinimum Initial Investment
B
AQR Alternative Risk Premia Fund Class R6QRPRX
B
AQR Long-Short Equity Fund Class R6QLERX
B
AMG Pantheon Fund, LLC Class 3XPEIX
B
AMG Pantheon Fund, LLC Class 4XPEPX
B
AQR Diversifying Strategies Fund Class R6QDSRX
B
AQR Equity Market Neutral Fund Class R6QMNRX
B
AQR Style Premia Alternative Fund Class R6QSPRX
B
GMO Benchmark-Free Allocation Fund Class IVGBMBX
B
GMO Quality Fund Class IVGQEFX
B
GMO Quality Fund Class VIGQLOX
B
GMO U.S. Equity Fund Class VIGMCQX
B
JPMorgan Equity Income Fund Class R6OIEJX
B
JPMorgan Equity Premium Income Fund Class R6JEPRX
B
JPMorgan Floating Rate Income Fund Class R6JPHRX
B
JPMorgan Hedged Equity Fund Class R6JHQRX
B
JPMorgan U.S. Large Cap Core Plus Fund Class R6JLPYX
B
JPMorgan U.S. Value Fund Class R6VGINX
B
Stone Ridge High Yield Reinsurance Risk Premium Fund Class ISHRIX
B
UBS US Dividend Ruler Fund Class P2DVRPX
C
AFA Asset Based Lending Fund Founder Class Shares--
C
AQR Global Fund Class R6AQGRX
C
AQR Large Cap Defensive Style Fund Class R6QUERX
C
AQR Large Cap Multi-Style Fund Class R6QCERX
C
AQR Macro Opportunities Fund Class R6QGMRX
C
AQR Managed Futures Strategy Fund Class R6AQMRX
C
AQR Managed Futures Strategy HV Fund Class R6QMHRX
C
AQR Multi-Asset Fund Class R6AQRRX
C
Catholic Responsible Investments Magnus 75/25 Fund Institutional SharesCMUSX
C
Forum Real Estate Income Fund - Founders Shares--
C
FPA Crescent Fund Supra Institutional ClassFPCSX
C
GMO Alternative Allocation Fund Class VIGAAVX
C
GMO High Yield Fund Class VIGHVIX
C
GMO International Equity Fund Class IIIGMOIX
C
GMO International Equity Fund Class IVGMCFX
C
GMO International Opportunistic Value Fund Class IVGMAZX
C
GMO U.S. Small Cap Value Fund Class VIGCAVX
C
iShares S&P 500 Index Fund Class G SharesBSPGX
C
JPMorgan Developed International Value Fund Class R6JNVMX
C
JPMorgan Equity Index Fund Class R6OGFAX
C
JPMorgan Growth Advantage Fund Class R6JGVVX
C
JPMorgan Investor Growth & Income Fund Class R6JFBUX
C
JPMorgan Investor Growth Fund Class R6JFTUX
C
JPMorgan Large Cap Growth Fund Class R6JLGMX
C
JPMorgan Large Cap Value Fund Class R6JLVMX
C
JPMorgan Mid Cap Equity Fund Class R6JPPEX
C
JPMorgan Mid Cap Value Fund Class R6JMVYX
C
JPMorgan Small Cap Value Fund Class R6JSVUX
C
JPMorgan U.S. Equity Fund Class R6JUEMX
C
JPMorgan U.S. Research Enhanced Equity Fund Class R6JDEUX
C
JPMorgan U.S. Sustainable Leaders Fund Class R6 SharesJIIGX