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HIGHLIGHTS
TICKERMANAGERSHARE CLASSASSET CLASSPROSPECTUSFUND
FACTS
abrdn China A Share Equity RGOPRXAberdeenRUS OE China RegionClick HereClick Here
abrdn Emerging Markets RGEMRXAberdeenRUS OE Diversified Emerging MktsClick HereClick Here
abrdn Emerging Markets Sustainable Leaders RGIRRXAberdeenRUS OE Diversified Emerging MktsClick HereClick Here
abrdn International Small Cap RWPVAXAberdeenRUS OE Foreign Small/Mid GrowthClick HereClick Here
abrdn U.S. Sustainable Leaders Smaller Companies RGLSRXAberdeenRUS OE Long/Short EquityClick HereClick Here
Alger Capital Appreciation Instl RACARXAlgerRUS OE Large GrowthClick HereClick Here
American Century Disciplined Growth RADRRXAmerican CenturyRUS OE Large GrowthClick HereClick Here
American Century Emerging Markets RAEMRXAmerican CenturyRUS OE Diversified Emerging MktsClick HereClick Here
American Century Ginnie Mae RAGMWXAmerican CenturyRUS OE Intermediate GovernmentClick HereClick Here
American Century Global Real Estate RARYWXAmerican CenturyRUS OE Global Real EstateClick HereClick Here
American Century Infl-Adj Bond RAIARXAmerican CenturyRUS OE Inflation-Protected BondClick HereClick Here
American Century Mid Cap Value RAMVRXAmerican CenturyRUS OE Mid-Cap ValueClick HereClick Here
American Century One Choice 2030 RARCRXAmerican CenturyRUS OE Target Date 2026-2030Click HereClick Here
American Century One Choice 2040 RARDRXAmerican CenturyRUS OE Target Date 2036-2040Click HereClick Here
American Century One Choice 2050 RARFWXAmerican CenturyRUS OE Target Date 2046-2050Click HereClick Here
American Century One Choice 2060 RARGRXAmerican CenturyRUS Fund Target-Date 2060+Click HereClick Here
American Century One Choice in Retirement RARSRXAmerican CenturyRUS OE Retirement IncomeClick HereClick Here
American Century Sustainable Equity RAFDRXAmerican CenturyRUS OE Large BlendClick HereClick Here
American Century Ultra RAULRXAmerican CenturyRUS OE Large GrowthClick HereClick Here
American Century Value RAVURXAmerican CenturyRUS OE Large ValueClick HereClick Here
American Funds Europacific Growth F1AEGFXAmerican FundsF1US OE Foreign Large GrowthClick HereClick Here
American Funds Growth Fund of America F1GFAFXAmerican FundsF1US OE Large GrowthClick HereClick Here
American Funds Investment Company of America F1AICFXAmerican FundsF1US OE Large BlendClick HereClick Here
American Funds New Perspective F1NPFFXAmerican FundsF1US OE World StockClick HereClick Here
American Funds Washington Mutual F1WSHFXAmerican Funds US OE Large BlendClick HereClick Here
BlackRock Advantage Global Inv AMDGCXBlackRockAUS OE World StockClick HereClick Here
BlackRock Equity Dividend Inv AMDDVXBlackRockAUS OE Large ValueClick HereClick Here
BlackRock Global Allocation Inv AMDLOXBlackRockAUS OE World AllocationClick HereClick Here
Calvert Balanced ACSIFXCalvertAUS OE Allocation - 50% to 70% EquityClick HereClick Here
Calvert Mid-Cap ACCAFXCalvertAUS OE Mid-Cap GrowthClick HereClick Here
ClearBridge Dividend Strategy Fund RLMMRXLegg MasonRUS OE Large ValueClick HereClick Here
ClearBridge International Growth RLMGRXLegg MasonRUS OE Foreign Large GrowthClick HereClick Here
ClearBridge Large Cap Growth RLMPLXLegg MasonRUS OE Large GrowthClick HereClick Here
ClearBridge Mid Cap RLMREXLegg MasonRUS OE Mid BlendClick HereClick Here
ClearBridge Small Cap Growth RLMPOXLegg MasonRUS OE Small GrowthClick HereClick Here
Columbia Contrarian Core RCCCRXColumbiaRUS OE Large BlendClick HereClick Here
Columbia Dividend Opportunity RRSOOXColumbiaRUS OE Large ValueClick HereClick Here
Columbia Emerging Markets Bond RCMBRXColumbiaRUS OE Emerging Markets BondClick HereClick Here
Columbia Emerging Markets RCEMRXColumbiaRUS Fund Diversified Emerging MktsClick HereClick Here
Columbia High Yield Bond RCHBRXColumbiaRUS OE High Yield BondClick HereClick Here
Columbia Income Builder RCBURXColumbiaRUS OE Allocation - 15% to 30% EquityClick HereClick Here
Columbia Select Large-Cap Value RSLVRXColumbiaRUS OE Large ValueClick HereClick Here
Columbia Seligman Global Technology RSGTRXColumbiaRUS OE TechnologyClick HereClick Here
Columbia Strategic Income RCSNRXColumbiaRUS OE Nontraditional BondClick HereClick Here
DWS ESG Core Equity RDESRXDeutscheRUS OE Mid-Cap ValueClick HereClick Here
DWS High Income RKHYRXDeutscheRUS Fund High Yield BondClick HereClick Here
DWS RREEF Real Estate Securities RRRRSXDeutscheRUS OE Real EstateClick HereClick Here
Eaton Vance Atlanta Capital SMID-Cap RERSMXEaton VanceRUS OE Mid-Cap GrowthClick HereClick Here
Eaton Vance Balanced RERIFXEaton VanceRUS OE Allocation - 50% to 70% EquityClick HereClick Here
Eaton Vance Government Opportunities RERGOXEaton VanceRUS OE Short GovernmentClick HereClick Here
Eaton Vance Worldwide Health Sci RERHSXEaton VanceRUS OE HealthClick HereClick Here
Federated Hermes Kaufmann RKAUFXFederatedRUS OE Mid-Cap GrowthClick HereClick Here
Fidelity Advisor Asset Manager 30% MFTTNXFidelity InvestmentsMUS OE Conservative AllocationClick HereClick Here
Fidelity Advisor Asset Manager 50% MFFTMXFidelity InvestmentsMUS OE Moderate AllocationClick HereClick Here
Fidelity Advisor Asset Manager 70% MFTASXFidelity InvestmentsMUS OE Moderate AllocationClick HereClick Here
Fidelity Advisor Asset Manager 85% MFEYTXFidelity InvestmentsMUS OE Aggressive AllocationClick HereClick Here
Fidelity Advisor Biotechnology MFBTTXFidelity InvestmentsMUS OE HealthClick HereClick Here
Fidelity Advisor Emerging Asia MFEATXFidelity InvestmentsMUS Fund Pacific/Asia ex-Japan StkClick HereClick Here
Fidelity Advisor Financial Services MFAFSXFidelity InvestmentsMUS OE FinancialClick HereClick Here
Fidelity Advisor Growth Opportunities MFAGOXFidelity InvestmentsMUS OE Large GrowthClick HereClick Here
Fidelity Advisor Industrials MFCLTXFidelity InvestmentsMUS OE IndustrialsClick HereClick Here
Fidelity Advisor International Capital Appreciation MFIATXFidelity InvestmentsMUS OE Foreign Large GrowthClick HereClick Here
Fidelity Advisor International Small Cap MFTISXFidelity InvestmentsMUS OE Foreign Small/Mid BlendClick HereClick Here
Fidelity Advisor Materials MFMFTXFidelity InvestmentsMUS OE Natural ResClick HereClick Here
Fidelity Advisor Mid Cap II MFITIXFidelity InvestmentsMUS OE Mid-Cap GrowthClick HereClick Here
Fidelity Advisor New Insights MFNITXFidelity InvestmentsMUS OE Large GrowthClick HereClick Here
Fidelity Advisor Real Estate MFHETXFidelity InvestmentsMUS OE Real EstateClick HereClick Here
Fidelity Advisor Small Cap Value MFCVTXFidelity InvestmentsMUS OE Small-Cap ValueClick HereClick Here
Fidelity Advisor Strategic Div & Inc® MFTSDXFidelity InvestmentsMUS OE Allocation - 70% to 85% EquityClick HereClick Here
Fidelity Advisor Strategic Income MFSIAXFidelity InvestmentsMUS OE Multisector BondClick HereClick Here
Fidelity Advisor Technology MFATEXFidelity InvestmentsMUS OE TechnologyClick HereClick Here
Fidelity Advisor Telecommunications MFTUTXFidelity InvestmentsMUS OE CommunicationsClick HereClick Here
Franklin DynaTech RFDNRXFranklin TempletonRUS OE Large GrowthClick HereClick Here
Franklin Income RFISRXFranklin TempletonRUS OE Allocation - 30% to 50% EquityClick HereClick Here
Franklin Mutual European RFMURXFranklin TempletonRUS OE Europe StockClick HereClick Here
Franklin Mutual Quest RFMQSXFranklin TempletonRUS OE World AllocationClick HereClick Here
Franklin Rising Dividends RFRDRXFranklin TempletonRUS OE Large BlendClick HereClick Here
Franklin Utilities RFRURXFranklin TempletonRUS OE UtilitiesClick HereClick Here
Invesco Balanced-Risk Commodity Strat RBRCRXInvecsoRUS Fund Commodities Broad BasketClick HereClick Here
Invesco Core Bond ROPBNXInvecsoRUS OE Intermediate-Term BondClick HereClick Here
Invesco Discovery Mid Cap Growth ROEGNXInvecsoRUS OE Mid-Cap GrowthClick HereClick Here
Invesco Equally-Weighted S&P 500 RVADRXInvecsoRUS OE Large BlendClick HereClick Here
Invesco Global Focus RGLVNXInvecsoRUS OE World StockClick HereClick Here
Invesco Global Opportunities ROGINXInvecsoRUS OE World StockClick HereClick Here
Invesco Global ROGLNXInvecsoRUS OE World StockClick HereClick Here
Invesco Gold & Special Minerals ROGMNXInvecsoRUS OE Equity Precious MetalsClick HereClick Here
Invesco Intermediate Bond Factor Fund ROFINXInvecsoRUS Fund Intermediate Core BondClick HereClick Here
Invesco International Diversified ROIDNXInvecsoRUS OE Foreign Large GrowthClick HereClick Here
Invesco International Equity RQIVNXInvecsoRUS OE Foreign Large BlendClick HereClick Here
Invesco International Small-Mid Company Fund ROSMNXInvecsoRUS OE Foreign Small/Mid GrowthClick HereClick Here
Invesco Main Street ROMGNXInvecsoRUS OE Large BlendClick HereClick Here
Invesco Main Street Small Cap ROSCNXInvecsoRUS OE Small BlendClick HereClick Here
Invesco Oppenheimer International Growth ROIGNXInvecsoRUS OE Foreign Large GrowthClick HereClick Here
Invesco Small Cap Equity RSMERXInvecsoRUS Fund Small BlendClick HereClick Here
Invesco SteelPath MLP Select 40 RSPMWXInvecsoRUS Fund Energy Limited PartnershipClick HereClick Here
Janus Henderson Balanced RJDBRXJanusRUS OE Moderate AllocationClick HereClick Here
Janus Henderson Enterprise RJDMRXJanusRUS OE Mid-Cap GrowthClick HereClick Here
Janus Henderson Flexible Bond RJDFRXJanusRUS OE Intermediate-Term BondClick HereClick Here
Janus Henderson Global Research Fund RJDWRXJanusRUS OE World StockClick HereClick Here
Janus Henderson Mid Cap Value RJDPRXJanusRUS OE Mid-Cap ValueClick HereClick Here
Janus Henderson Overseas RJDIRXJanusRUS OE Foreign Large BlendClick HereClick Here
Janus Henderson Small Cap Value RJDSRXJanusRUS OE Small ValueClick HereClick Here
Janus Henderson Triton RJGMRXJanusRUS OE Small GrowthClick HereClick Here
Lord Abbett Bond-Debenture R3LBNRXLord AbbettR3US OE High Yield BondClick HereClick Here
Lord Abbett Convertible R3LCFRXLord AbbettR3US OE ConvertiblesClick HereClick Here
Lord Abbett Floating Rate R3LRRRXLord AbbettR3US OE Bank LoanClick HereClick Here
Lord Abbett Fundamental Equity R3LAVRXLord AbbettR3US OE Large BlendClick HereClick Here
Lord Abbett Growth Leaders R3LGLRXLord AbbettR3US Fund Large GrowthClick HereClick Here
Lord Abbett High Yield R3LHYRXLord AbbettR3US OE High Yield BondClick HereClick Here
Lord Abbett Income R3LAURXLord AbbettR3US OE Corporate BondClick HereClick Here
Lord Abbett Multi-Asset Income Fund R3LIXRXLord AbbettR3US OE Conservative AllocationClick HereClick Here
Lord Abbett Short Duration Income R3LDLRXLord AbbettR3US OE Short-Term BondClick HereClick Here
MassMutual Premier Short-Duration Bond R3MSDNXMassMutualR3US OE Short-Term BondClick HereClick Here
MassMutual Select Blue Chip Growth R3MBCNXMassMutualR3US OE Large GrowthClick HereClick Here
MassMutual Select Equity Opportunities R3MFVNXMassMutualR3US OE Large BlendClick HereClick Here
MM S&P 500® Index R3MMINXMassMutualR3US OE Large BlendClick HereClick Here
PIMCO All Asset RPATRXPIMCORUS OE Tactical AllocationClick HereClick Here
PIMCO Commodity Real Ret Strat RPCSRXPIMCORUS OE Commodities Broad BasketClick HereClick Here
PIMCO Dynamic Bond RPUBRXPIMCORUS OE Nontraditional BondClick HereClick Here
PIMCO High Yield RPHYRXPIMCORUS OE High Yield BondClick HereClick Here
PIMCO Income RPONRXPIMCORUS OE Multisector BondClick HereClick Here
PIMCO International Bond (USD-Hedged) RPFRRXPIMCORUS OE World BondClick HereClick Here
PIMCO Low Duration RPLDRXPIMCORUS OE Short-Term BondClick HereClick Here
PIMCO Real Return RPRRRXPIMCORUS OE Inflation-Protected BondClick HereClick Here
PIMCO Short-Term RPTSRXPIMCORUS OE Ultrashort BondClick HereClick Here
PIMCO StocksPLUS RPSPRXPIMCORUS OE Large BlendClick HereClick Here
PIMCO Total Return RPTRRXPIMCORUS OE Intermediate-Term BondClick HereClick Here
Pioneer Balanced ESG RCBPRXPioneerRUS OE Allocation - 50% to 70% EquityClick HereClick Here
Pioneer Bond RPBFRXPioneerRUS OE Intermediate-Term BondClick HereClick Here
Pioneer Equity Income RPQIRXPioneerRUS OE Large ValueClick HereClick Here
Pioneer Fundamental Growth RPFGRXPioneerRUS OE Large GrowthClick HereClick Here
Pioneer RPIORXPioneerRUS Fund Large BlendClick HereClick Here
Pioneer Strategic Income RSTIRXPioneerRUS OE Multisector BondClick HereClick Here
Principal Blue Chip Fund R3PGBEXPrincipalR3US OE Large GrowthClick HereClick Here
Principal Capital Appreciation R3PCAOXPrincipalR3US Fund Large BlendClick HereClick Here
Principal Core Fixed Income R3PIOOXPrincipalR3US Fund Intermediate Core BondClick HereClick Here
Principal Diversified International R3PINRXPrincipalR3US Fund Foreign Large BlendClick HereClick Here
Principal Equity Income R3PEIOXPrincipalR3US Fund Large ValueClick HereClick Here
Principal Global Real Estate Securities R3PGRKXPrincipalR3US Fund Global Real EstateClick HereClick Here
Principal MidCap Growth R3PFPPXPrincipalR3US Fund Mid GrowthClick HereClick Here
Principal Real Estate Securities R3PRERXPrincipalR3US Fund Real EstateClick HereClick Here
Principal SmallCap R3PSBMXPrincipalR3US Fund Small GrowthClick HereClick Here
Principal Spectrum Preferred and Cap Sec Income R3PNARXPrincipalR3US Fund Preferred StockClick HereClick Here
Royce Opportunity RROFRXRoyceRUS OE Small ValueClick HereClick Here
T. Rowe Price Blue Chip Growth RRRBGXT. Rowe PriceRUS OE Large GrowthClick HereClick Here
T. Rowe Price Growth Stock RRRGSXT. Rowe PriceRUS OE Large GrowthClick HereClick Here
T. Rowe Price International Value Equity RRRIGXT. Rowe PriceRUS OE Foreign Large ValueClick HereClick Here
Templeton Developing Markets RTDMRXFranklin TempletonRUS OE Diversified Emerging MktsClick HereClick Here
Templeton Foreign RTEFRXFranklin TempletonRUS OE Foreign Large ValueClick HereClick Here
Templeton Global Bond RFGBRXFranklin TempletonRUS OE World BondClick HereClick Here
Transamerica International Equity ATRWAXTransamericaAUS OE Foreign Large BlendClick HereClick Here
Transamerica Multi-Mgd Balanced AIBALXTransamericaAUS OE Moderate AllocationClick HereClick Here
Transamerica Small/Mid Cap Value AIIVAXTransamericaAUS OE Mid-Cap ValueClick HereClick Here
Western Asset Core Plus Bond RWAPRXLegg MasonRUS OE Intermediate BondClick HereClick Here