Investment RatingNameTicker7-Day Total ReturnDividend YieldExchangeCategoryMinimum Subsequent Investment
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
Boston Partners Long/Short Equity Fund Institutional ClassBPLSX
B
Cliffwater Corporate Lending Fund Class I Shares--
B
Counterpoint Tactical Equity Fund Class ICPIEX
B
Ellington Income Opportunities Fund Class M Shares--
B
Fairholme Focused Income FundFOCIX
B
GoodHaven FundGOODX
B
MainGate MLP Fund Class IIMLPX
B
Palmer Square Opportunistic Income FundPSOIX
B
Spirit of America Energy Fund Institutional SharesSAIEX
B
AMG Renaissance Large Cap Growth Fund Class ZMRLIX
B
Ancora Dividend Value Equity Fund Class IADEIX
B
Beacon Planned Return Strategy Fund Institutional ClassBPRLX
B
Boston Partners All Cap Value Fund Institutional ClassBPAIX
B
Boston Partners Long/Short Research Fund Institutional ClassBPIRX
B
Boston Trust Equity FundBTEFX
B
Bright Rock Mid Cap Growth Fund Institutional ClassBQMGX
B
Bright Rock Quality Large Cap Fund Institutional ClassBQLCX
B
Carlyle Tactical Private Credit Fund Class A--
B
Carlyle Tactical Private Credit Fund Class I--
B
Carlyle Tactical Private Credit Fund Class N--
B
Carlyle Tactical Private Credit Fund Class Y--
B
CION Ares Diversified Credit Fund Class WCADFX
B
Cliffwater Enhanced Lending Fund Class I Shares--
B
Fairholme FundFAIRX
B
Federated Hermes Project And Trade Finance Tender InstitutionalXPTFX
B
First Trust Alternative Opportunities Fund Class IVFLEX
B
LGM Risk Managed Total Return Fund Institutional ClassLBETX
B
MAI Managed Volatility Fund Institutional ClassMAIPX
B
Marsico Focus Fund Institutional ClassMIFOX
B
Marsico Growth Fund Institutional ClassMIGWX
B
Robinson Opportunistic Income Fund Institutional Class SharesRBNNX
B
SEI Institutional Investments Trust Global Managed Volatility Fund Class ASGMAX
B
SEI Institutional Investments Trust U.S. Managed Volatility Fund Class ASVYAX
B
SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund Class YSTVYX
B
SEI Institutional Managed Trust Tax-Managed Volatility Fund Class FTMMAX
B
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class FSVOAX
B
SEI Institutional Managed Trust U.S. Managed Volatility Fund Class YSUSYX
B
Spirit of America Large Cap Value Fund Institutional SharesSOIVX
B
Steward Covered Call Income Fund Institutional ClassSCJIX
B
UBS Asset Management Strategic Income Fund Class I SharesCSOIX
B
William Blair Large Cap Growth Fund Class NLCGNX
C
Abbey Capital Multi Asset Fund Class IMAFIX
C
Acclivity Small Cap Value Fund Class NAXVNX
C
AMG GW&K Small Cap Value Fund Class ZSKSZX
C
AMG GW&K Small/Mid Cap Core Fund - Class ZGWGZX