Mutual Funds Holding POWL
Mutual Funds Holding POWL
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Mutual Funds Holding POWL
Get exposure to Powell Industries Inc. through 487 mutual funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
All 487 Mutual Funds with POWL
| Fund ↕ | Weight ↓ | |
|---|---|---|
| HDSVX Hodges Small Intrinsic Value Fund Retail Class | 3.48% | View |
| HSVIX Hodges Small Intrinsic Value Fund Institutional Class | 3.48% | View |
| OBMCX Oberweis Micro-Cap Fund Investor Class | 3.07% | View |
| OMCIX Oberweis Micro-Cap Fund Institutional Class | 3.07% | View |
| HDPMX Hodges Fund | 2.70% | View |
| KGROX Kennedy Capital Small Cap Growth Fund Class Institutional | 2.45% | View |
| WMKSX WesMark Small Company Fund | 2.27% | View |
| ACWDX AMG GW&K Small/Mid Cap Growth Fund Class N | 1.56% | View |
| ACWIX AMG GW&K Small/Mid Cap Growth Fund Class I | 1.56% | View |
| ACWZX AMG GW&K Small/Mid Cap Growth Fund Class Z | 1.56% | View |
| CWSAX Carillon Chartwell Small Cap Growth Fund Class A | Pro | Locked |
| CWSBX Carillon Chartwell Small Cap Growth Fund Class C | Pro | Locked |
| CWSGX Carillon Chartwell Small Cap Growth Fund Class I | Pro | Locked |
| CWSRX Carillon Chartwell Small Cap Growth Fund Class R6 | Pro | Locked |
| CSSAX Carillon Chartwell Small Cap Fund Class A | Pro | Locked |
| CSSJX Carillon Chartwell Small Cap Fund Class C | Pro | Locked |
| CSSVX Carillon Chartwell Small Cap Fund Class R-6 | Pro | Locked |
| STRGX Sterling Capital Mid Cap Relative Value Fund Instl Class | Pro | Locked |
| STRLX Sterling Capital Mid Cap Relative Value Fund Class A | Pro | Locked |
| STRNX Sterling Capital Mid Cap Relative Value Fund Class C | Pro | Locked |
| UMBHX Carillon Chartwell Small Cap Fund Class I | Pro | Locked |
| SCMCX Sterling Capital Mid Cap Relative Value Fund Class R6 | Pro | Locked |
| FKALX Federated Hermes Kaufmann Small Cap Fund Class R6 | Pro | Locked |
| FKAIX Federated Hermes Kaufmann Small Cap Fund Institutional Class | Pro | Locked |
| FKASX Federated Hermes Kaufmann Small Cap Fund Class A | Pro | Locked |
| FKCSX Federated Hermes Kaufmann Small Cap Fund Class C | Pro | Locked |
| FKKSX Federated Hermes Kaufmann Small Cap Fund Class R | Pro | Locked |
| RYSGX S&P SmallCap 600 Pure Growth Fund Class A | Pro | Locked |
| RYWCX S&P SmallCap 600 Pure Growth Fund Class C | Pro | Locked |
| RYWAX S&P SmallCap 600 Pure Growth Fund Class H | Pro | Locked |
| LSCNX Loomis Sayles Funds - Small Cap Value Fund Class N | Pro | Locked |
| LSCRX Loomis Sayles Funds - Small Cap Value Fund Retail Class | Pro | Locked |
| LSSCX Loomis Sayles Funds - Small Cap Value Fund Institutional Class | Pro | Locked |
| LSVAX Loomis Sayles Funds - Small Cap Value Fund Admin Class | Pro | Locked |
| HDPSX Hodges Small Cap Growth Fund Retail Class | Pro | Locked |
| HDSAX Hodges Small Cap Growth Fund Class A | Pro | Locked |
| HDSIX Hodges Small Cap Growth Fund Institutional Class | Pro | Locked |
| GWGIX AMG GW&K Small/Mid Cap Fund Class I | Pro | Locked |
| GWGVX AMG GW&K Small/Mid Cap Fund Class N | Pro | Locked |
| GWGZX AMG GW&K Small/Mid Cap Fund Class Z | Pro | Locked |
| JASCX James Small Cap Fund | Pro | Locked |
| DSCIX Dana Epiphany Small Cap Equity Fund Institutional Class | Pro | Locked |
| SPWAX American Beacon Stephens Small Cap Growth Fund A Class | Pro | Locked |
| SPWCX American Beacon Stephens Small Cap Growth Fund C Class | Pro | Locked |
| SPWYX American Beacon Stephens Small Cap growth Fund Y Class | Pro | Locked |
| STSGX American Beacon Stephens Small Cap Growth Fund Investor Class | Pro | Locked |
| STSIX American Beacon Stephens Small Cap Growth Fund Institution Class | Pro | Locked |
| STSRX American Beacon Stephens Small Cap Growth Fund | Pro | Locked |
| NPSGX Nicholas Partners Small Cap Growth Fund Institutional Class | Pro | Locked |
| ASCFX Virtus Small-Cap Fund Class R6 | Pro | Locked |
| AZBIX Virtus Small-Cap Fund Institutional Class | Pro | Locked |
| AZBCX Virtus Small-Cap Fund Class C | Pro | Locked |
| AZBAX Virtus Small-Cap Fund Class A | Pro | Locked |
| SSCCX Saratoga Small Capitalization Portfolio Fund Class C | Pro | Locked |
| SSCPX Saratoga Small Capitalization Portfolio Class I | Pro | Locked |
| SSCYX Saratoga Small Capitalization Portfolio Class A | Pro | Locked |
| HRSCX Carillon Eagle Small Cap Growth Fund Class A | Pro | Locked |
| HSCCX Carillon Eagle Small Cap Growth Fund Class C | Pro | Locked |
| HSIIX Carillon Eagle Small Cap Growth Fund Class I | Pro | Locked |
| HSRUX Carillon Eagle Small Cap Growth Fund Class R-6 | Pro | Locked |
| LGSCX Franklin US Small Cap Equity Fund Class FI | Pro | Locked |
| LMBAX Franklin US Small Cap Equity Fund Class A | Pro | Locked |
| LMBCX Franklin US Small Cap Equity Fund Class C | Pro | Locked |
| LMBMX Franklin US Small Cap Equity Fund Class IS | Pro | Locked |
| LMSIX Franklin US Small Cap Equity Fund Class I | Pro | Locked |
| SSLCX DWS Small Cap Core Fund Class S | Pro | Locked |
| SZCAX DWS Small Cap Core Fund Class A | Pro | Locked |
| SZCCX DWS Small Cap Core Fund Class C | Pro | Locked |
| SZCIX DWS Small Cap Core Fund Class Institutional | Pro | Locked |
| SZCRX DWS Small Cap Core Fund Class R6 | Pro | Locked |
| BUFTX Buffalo Mid Cap Discovery Fund Investor Class | Pro | Locked |
| BUITX Buffalo Mid Cap Discovery Fund Institutional Class | Pro | Locked |
| MXLSX Empower Small Cap Value Fund Investor Class | Pro | Locked |
| MXTFX Empower Small Cap Value Fund Institutional Class | Pro | Locked |
| ASCQX American Century Small Company Fund I Class | Pro | Locked |
| ASCRX American Century Small Company Fund Class R | Pro | Locked |
| ASQAX American Century Small Company Fund Class A | Pro | Locked |
| ASQCX American Century Small Company Fund Class C | Pro | Locked |
| ASQGX American Century Small Company Fund R5 Class | Pro | Locked |
| ASQIX American Century Small Company Fund Investor Class | Pro | Locked |
| GWSZX AMG GW&K Small Cap Growth Fund Class Z | Pro | Locked |
| MCGFX AMG GW&K Small Cap Growth Fund Class N | Pro | Locked |
| MCGIX AMG GW&K Small Cap Growth Fund Class I | Pro | Locked |
| DADGX Dunham Small Cap Growth Fund Class A | Pro | Locked |
| DCDGX Dunham Small Cap Growth Fund Class C | Pro | Locked |
| DNDGX Dunham Small Cap Growth Fund Class N | Pro | Locked |
| JMCRX James Micro Cap Fund | Pro | Locked |
| TSCGX Thrivent Small Cap Growth Fund Class S | Pro | Locked |
| QTSCGX Thrivent Small Cap Growth Portfolio | Pro | Locked |
| PQJCX PGIM Jennison Small-Cap Core Equity Fund Class R6 | Pro | Locked |
| SGPIX Small-Cap Growth ProFund | Pro | Locked |
| SGPSX Small-Cap Growth ProFund | Pro | Locked |
| WDSAX Allspring Disciplined Small Cap Fund Class A | Pro | Locked |
| WSCJX Allspring Disciplined Small Cap Fund Class R6 | Pro | Locked |
| WSCOX Allspring Disciplined Small Cap Fund Institutional Class | Pro | Locked |
| OALGX Optimum Large Cap Growth Fund Class A | Pro | Locked |
| OCLGX Optimum Large Cap Growth Fund Class C | Pro | Locked |
| OILGX Optimum Large Cap Growth Fund Class I | Pro | Locked |
| ASCGX Dinosaur Lisanti Small Cap Growth Fund | Pro | Locked |
| DIGGX Invesco Discovery Fund Class R5 | Pro | Locked |
| ODICX Invesco Discovery Fund Class C | Pro | Locked |
| ODIIX Invesco Discovery Fund Class R6 | Pro | Locked |
| ODINX Invesco Discovery Fund Class R | Pro | Locked |
| ODIYX Invesco Discovery Fund Class Y | Pro | Locked |
| OPOCX Invesco Discovery Fund Class A | Pro | Locked |
| BIGTX The Texas Fund | Pro | Locked |
| PCSGX Pace Small/Med Company Growth Equity Investments Fund | Pro | Locked |
| PQUAX Pace Small/Med Company Growth Equity Investments Fund Class A | Pro | Locked |
| FZFLX Fidelity SAI Small-Mid Cap 500 Index Fund | Pro | Locked |
| GINUX Goldman Sachs Small Cap Growth Insights Fund Class R6 | Pro | Locked |
| GSAOX Goldman Sachs Small Cap Growth Insights Fund Cl A | Pro | Locked |
| GSCOX Goldman Sachs Small Cap Growth Insights Fund Cl C | Pro | Locked |
| GSIOX Goldman Sachs Small Cap Growth Insights Fund Inst Cl | Pro | Locked |
| GSROX Goldman Sachs Small Cap Growth Insights Fund Class R | Pro | Locked |
| GSTOX Goldman Sachs Small Cap Growth Insights Fund Investor Class | Pro | Locked |
| GSZPX Goldman Sachs Small Cap Growth Insights Fund Class P Shares | Pro | Locked |
| DFSCX DFA US Micro Cap Portfolio | Pro | Locked |
| CRSSX Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class | Pro | Locked |
| QSERX AQR Small Cap Multi-Style Fund Class R6 | Pro | Locked |
| QSMLX AQR Small Cap Multi-Style Fund Class I | Pro | Locked |
| QSMNX AQR Small Cap Multi-Style Fund Class N | Pro | Locked |
| MMGEX MassMutual Small Cap Growth Equity Fund Class A | Pro | Locked |
| MMNJX MassMutual Small Cap Growth Equity Fund Class Y | Pro | Locked |
| MSCYX MassMutual Small Cap Growth Equity Fund Service Class | Pro | Locked |
| MSERX MassMutual Small Cap Growth Equity Fund Class R4 | Pro | Locked |
| MSGLX MassMutual Small Cap Growth Equity Fund Administrative Class | Pro | Locked |
| MSGNX MassMutual Small Cap Growth Equity Fund Class R3 | Pro | Locked |
| MSGSX MassMutual Small Cap Growth Equity Fund Class R5 | Pro | Locked |
| MSGZX MassMutual Small Cap Growth Equity Fund Class I | Pro | Locked |
| PBSIX Polen 5Perspectives Small Growth Fund Institutional Class | Pro | Locked |
| PBSRX Polen 5Perspectives Small Growth Fund Investor Class | Pro | Locked |
| PBSYX Polen 5Perspectives Small Growth Fund Class Y | Pro | Locked |
| SMCIX S&P SmallCap Index Fund Investor Class | Pro | Locked |
| SMLKX S&P SmallCap Index Fund Class K | Pro | Locked |
| MXERX Empower S&P Small Cap 600 Index Fund Institutional Class | Pro | Locked |
| MXISX Empower S&P Small Cap 600 Index Fund Investor Class | Pro | Locked |
| MXNSX Empower S&P Small Cap 600 Index Fund Class L | Pro | Locked |
| PSPIX Principal SmallCap S&P 600 Index Fund Class R6 | Pro | Locked |
| PSSIX Principal SmallCap S&P 600 Index Fund Institutional Class | Pro | Locked |
| PSSJX Principal SmallCap S&P 600 Index Fund Class J | Pro | Locked |
| PSSMX Principal SmallCap S&P 600 Index Fund Class R-3 | Pro | Locked |
| PSSPX Principal SmallCap S&P 600 Index Fund Class R-5 | Pro | Locked |
| QASCX Federated Hermes MDT Small Cap Core Fund Class A | Pro | Locked |
| QCSCX Federated Hermes MDT Small Cap Core Fund Class C | Pro | Locked |
| QISCX Federated Hermes MDT Small Cap Core Fund Institutional Class | Pro | Locked |
| QLSCX Federated Hermes MDT Small Cap Core Fund Class R6 | Pro | Locked |
| DSCGX DFA - US Small Cap Growth Portfolio | Pro | Locked |
| CGQYX Columbia Disciplined Growth Fund Class Institutional 3 | Pro | Locked |
| CLQZX Columbia Disciplined Growth Fund Class Institutional | Pro | Locked |
| RDLCX Columbia Disciplined Growth Fund Class C | Pro | Locked |
| RDLAX Columbia Disciplined Growth Fund Class A | Pro | Locked |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | Locked |
| DMCRX Driehaus Micro Cap Growth Fund | Pro | Locked |
| GCSAX Goldman Sachs Small Cap Equity Insights Fund Class A Shares | Pro | Locked |
| GCSIX Goldman Sachs Small Cap Equity Insights Fund Institutional Shares | Pro | Locked |
| GCSCX Goldman Sachs Small Cap Equity Insights Fund Class C Shares | Pro | Locked |
| GCSSX Goldman Sachs Small Cap Equity Insights Fund Service Shares | Pro | Locked |
| GCSUX Goldman Sachs Small Cap Equity Insights Fund Class R6 | Pro | Locked |
| GDSTX Goldman Sachs Small Cap Equity Insights Fund Investor Class | Pro | Locked |
| GDSRX Goldman Sachs Small Cap Equity Insights Fund Class R | Pro | Locked |
| GMAPX Goldman Sachs Small Cap Equity Insights Fund Class P Shares | Pro | Locked |
| IPSIX Voya Index Plus SmallCap Portfolio Initial | Pro | Locked |
| IPSSX Voya Index Plus SmallCap Portfolio Class S | Pro | Locked |
| MSCGX Mercer US Small/Mid Cap Equity Fund Class Y3 | Pro | Locked |
| MSCQX Mercer US Small/Mid Cap Equity Fund Class I | Pro | Locked |
| SCRSX Bernstein Small Cap Core Portfolio - SCB | Pro | Locked |
| SCRZX Bernstein Small Cap Core Portfolio-Z | Pro | Locked |
| SCRYX Bernstein Small Cap Core Portfolio-Advisor | Pro | Locked |
| DISIX BNY Mellon Smallcap Stock Index Fund Class I | Pro | Locked |
| DISSX BNY Mellon Smallcap Stock Index Fund Investor Class | Pro | Locked |
| PRDMX T. Rowe Price Diversified Mid-Cap Growth Fund Investor Class | Pro | Locked |
| RPTTX T. Rowe Price Diversified Mid-Cap Growth Fund Class I | Pro | Locked |
| VSMSX Vanguard S&P Small Cap 600 Index Fund Institutional | Pro | Locked |
| VTMSX Vanguard Tax Managed Small Cap Fund Admiral Cl | Pro | Locked |
| VTSIX Vanguard Tax Managed Small Cap Fund Institutional Plus | Pro | Locked |
| QTSCIX Thrivent Small Cap Index Portfolio | Pro | Locked |
| UISCX Victory Small Cap Stock Fund Institutional Class | Pro | Locked |
| USCAX Victory Small Cap Stock Fund Class Fund shares | Pro | Locked |
| QWVOX Clearwater Select Equity Fund | Pro | Locked |
| FLXSX Fidelity Flex Small Cap Index Fund | Pro | Locked |
| MXEBX Empower Core Strategies: US Equity Fund Institutional Class | Pro | Locked |
| MXETX Empower Core Strategies: US Equity Fund Investor Class | Pro | Locked |
| BRSDX MFS Blended Research Small Cap Equity Fund Class A | Pro | Locked |
| BRSHX MFS Blended Research Small Cap Equity Fund Class C | Pro | Locked |
| BRSJX MFS Blended Research Small Cap Equity Fund Class I | Pro | Locked |
| BRSBX MFS Blended Research Small Cap Equity Fund Class B | Pro | Locked |
| BRSPX MFS Blended Research Small Cap Equity Fund Class R1 | Pro | Locked |
| BRSSX MFS Blended Research Small Cap Equity Fund Class R2 | Pro | Locked |
| BRSTX MFS Blended Research Small Cap Equity Fund Class R3 | Pro | Locked |
| BRSUX MFS Blended Research Small Cap Equity Fund Class R4 | Pro | Locked |
| BRSYX MFS Blended Research Small Cap Equity Fund Class R6 | Pro | Locked |
| CSPYX Columbia Small Cap Index Fund Institutional Class III | Pro | Locked |
| CXXRX Columbia Small Cap Index Fund Institutional II Class | Pro | Locked |
| NMSAX Columbia Small Cap Index Fund class A | Pro | Locked |
| NMSCX Columbia Small Cap Index Fund Institutional Class | Pro | Locked |
| ASMNX AQR Small Cap Momentum Style Fund Class N | Pro | Locked |
| ASMOX AQR Small Cap Momentum Style Fund Class I | Pro | Locked |
| QSMRX AQR Small Cap Momentum Style Fund Class R6 | Pro | Locked |
| IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Initial | Pro | Locked |
| IAXSX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class S | Pro | Locked |
| IAXTX VY T. Rowe Price Diversified Mid Cap Growth Portfolio S2 | Pro | Locked |
| IAXAX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Advisor Class | Pro | Locked |
| VYRIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6 | Pro | Locked |
| FSSNX Fidelity Small Cap Index Fund | Pro | Locked |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | Locked |
| FMDGX Fidelity Mid Cap Growth Index Fund | Pro | Locked |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | Locked |
| IMANX Iman Fund Class K | Pro | Locked |
| PBQAX PGIM Jennison Blend Fund Class A | Pro | Locked |
| PBQQX PGIM Jennison Blend Fund Class R6 | Pro | Locked |
| PEQZX PGIM Jennison Blend Fund Class Z | Pro | Locked |
| PRECX PGIM Jennison Blend Fund Class C | Pro | Locked |
| GMSMX GuideMark Small/Mid Cap Core Fund Service Class | Pro | Locked |
| MNNYX Victory Multi-Cap Fund Class Y | Pro | Locked |
| MNNCX Victory Multi-Cap Fund Class C | Pro | Locked |
| MNNAX Victory Multi-Cap Fund Class A | Pro | Locked |
| SLPIX Small-Cap ProFund | Pro | Locked |
| SLPSX Small-Cap ProFund Service Class | Pro | Locked |
| VEXPX Vanguard Explorer Fund Investor Class | Pro | Locked |
| VEXRX Vanguard Explorer Fund Admiral Shares | Pro | Locked |
| VISGX Vanguard Morningstar Small-Cap Growth Index Fund Investor Class | Pro | Locked |
| VSGAX Vanguard Morningstar Small-Cap Growth Index Fund Admiral Class | Pro | Locked |
| VSGIX Vanguard Morningstar Small-Cap Growth Index Fund Institutional Class | Pro | Locked |
| GSMRX GuideMark Small/Mid Cap Core Fund Class RS | Pro | Locked |
| MGOAX Victory Mid-Cap Core Growth Fund Class A | Pro | Locked |
| MGOSX Victory Mid-Cap Core Growth Fund Class R6 | Pro | Locked |
| MGOTX Victory Mid-Cap Core Growth Fund Class C | Pro | Locked |
| MGOYX Victory Mid-Cap Core Growth Fund Class Y | Pro | Locked |
| NWHDX Nationwide Bailard Small Cap Value Fund Class A | Pro | Locked |
| NWHGX Nationwide Bailard Small Cap Value Fund Class R6 | Pro | Locked |
| NWHFX Nationwide Bailard Small Cap Value Fund Class M | Pro | Locked |
| NWHHX Nationwide Bailard Small Cap Value Fund Institutional Service Class | Pro | Locked |
| REBYX Russell US Small Cap Equity Fund Class Y | Pro | Locked |
| RLACX Russell US Small Cap Equity Fund Class A | Pro | Locked |
| RLECX Russell US Small Cap Equity Fund Class C | Pro | Locked |
| RLESX Russell US Small Cap Equity Fund Class S | Pro | Locked |
| RSCRX Russell US Small Cap Equity Fund Class R6 | Pro | Locked |
| RUNTX Russell US Small Cap Equity Fund Class M | Pro | Locked |
| UTMAX Victory Target Managed Allocation Fund Class Fund shares | Pro | Locked |
| VVICX Voya VACS Index Series SC Portfolio | Pro | Locked |
| SAUMX SA US Small Company Fund | Pro | Locked |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | Locked |
| QASGX Federated Hermes MDT Small Cap Growth Fund Class A | Pro | Locked |
| QCSGX Federated Hermes MDT Small Cap Growth Fund Class C | Pro | Locked |
| QISGX Federated Hermes MDT Small Cap Growth Fund Institutional Class | Pro | Locked |
| QLSGX Federated Hermes MDT Small Cap Growth Fund Class R6 | Pro | Locked |
| SWSCX Schwab Small-Cap Equity Fund | Pro | Locked |
| ADCCX American Century Disciplined Growth Fund C Class | Pro | Locked |
| ADCIX American Century Disciplined Growth Fund I Class | Pro | Locked |
| ADCVX American Century Disciplined Growth Fund A Class | Pro | Locked |
| ADCYX American Century Disciplined Growth Fund Y Class | Pro | Locked |
| ADGGX American Century Disciplined Growth Fund R5 Class | Pro | Locked |
| ADRRX American Century Disciplined Growth Fund R Class | Pro | Locked |
| ADSIX American Century Disciplined Growth Fund Investor Class | Pro | Locked |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | Locked |
| TRMNX T Rowe Price Mid-Cap Index Fund | Pro | Locked |
| TRMSX T Rowe Price Mid-Cap Index Fund Institutional Class | Pro | Locked |
| TRSZX T Rowe Price Mid-Cap Index Fund Class Z | Pro | Locked |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | Locked |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | Locked |
| PRDSX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class | Pro | Locked |
| TQAIX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I | Pro | Locked |
| TQAAX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class | Pro | Locked |
| CSGEX BlackRock Advantage Small Cap Growth Fund Investor A Class | Pro | Locked |
| PSGIX BlackRock Advantage Small Cap Growth Fund Institutional Class | Pro | Locked |
| BSGRX BlackRock Advantage Small Cap Growth Fund Class R | Pro | Locked |
| PSGKX BlackRock Advantage Small Cap Growth Fund Class K | Pro | Locked |
| RIFBX Russell US Small Cap Equity Fund | Pro | Locked |
| RYAKX Russell 2000 1.5x Strategy Fund Class A | Pro | Locked |
| RYCMX Russell 2000 1.5x Strategy Fund Class C | Pro | Locked |
| RYMKX Russell 2000 1.5x Strategy Fund Class H | Pro | Locked |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | Locked |
| IIRSX Voya Russell Small Cap Index Portfolio Initial | Pro | Locked |
| IRCIX Voya Russell Small Cap Index Portfolio Class S2 | Pro | Locked |
| IRSIX Voya Russell Small Cap Index Portfolio Advisor Class | Pro | Locked |
| IRSSX Voya Russell Small Cap Index Portfolio Class S | Pro | Locked |
| NSIDX Northern Small Cap Index Fund | Pro | Locked |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | Locked |
| BSMAX iShares Russell Small/Mid-Cap Index Fund Class Investor A | Pro | Locked |
| BSMKX iShares Russell Small/Mid-Cap Index Fund Class K | Pro | Locked |
| BSMIX iShares Russell Small/Mid-Cap Index Fund Institutional Class | Pro | Locked |
| TGVCX Touchstone Dynamic Large Cap Growth Fund Class C | Pro | Locked |
| TGVFX Touchstone Dynamic Large Cap Growth Fund Class A | Pro | Locked |
| TGVLX Touchstone Dynamic Large Cap Growth Fund Class R6 | Pro | Locked |
| TGVVX Touchstone Dynamic Large Cap Growth Fund Insti Class | Pro | Locked |
| TGVYX Touchstone Dynamic Large Cap Growth Fund Class Y | Pro | Locked |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | Locked |
| VEXAX Vanguard Extended Market Index Fund Admiral Shs | Pro | Locked |
| VEXMX Vanguard Extended Market Index Fund Investor Class | Pro | Locked |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | Locked |
| BLUIX Blueprint Adaptive Growth Allocation Fund Institutional Class | Pro | Locked |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | Locked |
| ORSAX North Square Dynamic Small Cap Fund Class A | Pro | Locked |
| ORSIX North Square Dynamic Small Cap Fund Class I | Pro | Locked |
| RIFAX Russell US Strategic Equity Fund | Pro | Locked |
| RSEAX Russell US Strategic Equity Fund Class A | Pro | Locked |
| RSECX Russell US Strategic Equity Fund Class C | Pro | Locked |
| RSESX Russell US Strategic Equity Fund Class S | Pro | Locked |
| RUSPX Russell US Strategic Equity Fund Class Y | Pro | Locked |
| RUSTX Russell US Strategic Equity Fund Class M | Pro | Locked |
| VINAX Vanguard Industrials Index Fund Admiral Shares | Pro | Locked |
| VSCIX Vanguard Morningstar Small-Cap Index Fund Institutional Class | Pro | Locked |
| VSCPX Vanguard Morningstar Small-Cap Index Fund Institutional Plus Class | Pro | Locked |
| VSMAX Vanguard Morningstar Small-Cap Index Fund Admiral Class | Pro | Locked |
| MMSCX Praxis Small Cap Index Fund Class A | Pro | Locked |
| MMSIX Praxis Small Cap Index Fund Class I | Pro | Locked |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | Locked |
| VCBCX VALIC Company I Blue Chip Growth Fund | Pro | Locked |
| DFVEX US Vector Equity Portfolio | Pro | Locked |
| FSMDX Fidelity Mid Cap Index Fund | Pro | Locked |
| FSMAX Fidelity Extended Market Index Fund | Pro | Locked |
| IIRMX Voya Russell Mid Cap Index Portfolio Initial | Pro | Locked |
| IRMAX Voya Russell Mid Cap Index Portfolio Advisor Class | Pro | Locked |
| IRMTX Voya Russell Mid Cap Index Portfolio S2 | Pro | Locked |
| IRMCX Voya Russell Mid Cap Index Portfolio Class S | Pro | Locked |
| SECAX SEI Institutional Investments Trust - Small Cap II Fund Class A | Pro | Locked |
| SLPAX SEI Institutional Investment Trust - Small Cap Fund Class A | Pro | Locked |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | Pro | Locked |
| USMIX Victory Extended Market Index Fund Class Fund shares | Pro | Locked |
| BRMIX iShares Russell Mid-Cap Index Fund Institutional Class | Pro | Locked |
| BRMAX iShares Russell Mid-Cap Index Fund Investor A Class | Pro | Locked |
| BRMKX iShares Russell Mid-Cap Index Fund Class K | Pro | Locked |
| DTSGX Wilshire Small Company Growth Portfolio Fund Investment Class | Pro | Locked |
| LONAX Longboard Alternative Growth Fund Class A | Pro | Locked |
| LONGX Longboard Alternative Growth Fund Class I | Pro | Locked |
| OWSMX Old Westbury Small & Mid Cap Strategies Fund | Pro | Locked |
| STMSX SIMT Tax-Managed Small/Mid Cap Fund Class F | Pro | Locked |
| STMPX SIMT Tax-Managed Small/Mid Cap Fund Class Y | Pro | Locked |
| VSTCX Vanguard Strategic Small-Cap Equity Fund Investor Shares | Pro | Locked |
| WSMGX Wilshire Small Company Growth Portfolio Fund Investor Class | Pro | Locked |
| FSBCX Federated Hermes Global Allocation Fund Class C | Pro | Locked |
| FSBKX Federated Hermes Global Allocation Fund Class R | Pro | Locked |
| FSBLX Federated Hermes Global Allocation Fund Class R6 | Pro | Locked |
| FSTBX Federated Hermes Global Allocation Fund Class A | Pro | Locked |
| SBFIX Federated Hermes Global Allocation Fund Institutional Class | Pro | Locked |
| SWMCX Schwab US Mid-Cap Index Fund | Pro | Locked |
| VEFVX Venerable Mid Cap Index Fund Class V | Pro | Locked |
| CLCEX Columbia Multi-Manager Large Cap Growth Strategies Fund Institutional Class | Pro | Locked |
| CSPCX SMALLCAP World Fund Class 529-C | Pro | Locked |
| CSPEX SMALLCAP World Fund Class 529-E | Pro | Locked |
| CSPAX SMALLCAP World Fund Class 529-A | Pro | Locked |
| CSPFX SMALLCAP World Fund Class 529-F1 | Pro | Locked |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | Locked |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | Locked |
| FSFWX SMALLCAP World Fund Class 529-F-3 | Pro | Locked |
| FSWFX SMALLCAP World Fund Class 529-F-2 | Pro | Locked |
| RLLGX SMALLCAP World Fund Class R6 | Pro | Locked |
| RSEBX SMALLCAP World Fund Class R-2E | Pro | Locked |
| RSLAX SMALLCAP World Fund Inc Class R-1 Shares | Pro | Locked |
| RSLCX SMALLCAP World Fund Inc Class R-3 Shares | Pro | Locked |
| RSLBX SMALLCAP World Fund Inc Class R-2 Shares | Pro | Locked |
| RSLFX SMALLCAP World Fund Inc Class R-5 Shares | Pro | Locked |
| RSLEX SMALLCAP World Fund Inc Class R-4 Shares | Pro | Locked |
| RSLDX SMALLCAP World Fund Class R5E | Pro | Locked |
| SCWFX SMALLCAP World Fund Class F1 | Pro | Locked |
| SCWCX SMALLCAP World Fund Class C | Pro | Locked |
| SFCWX SMALLCAP World Fund Class F3 | Pro | Locked |
| SMCFX SMALLCAP World Fund Class F2 | Pro | Locked |
| SMCWX SMALLCAP World Fund Class A | Pro | Locked |
| TQSAX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class | Pro | Locked |
| TQSIX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Class I | Pro | Locked |
| TQSMX T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class | Pro | Locked |
| UCAGX Victory Cornerstone Aggressive Fund Class Fund shares | Pro | Locked |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | Locked |
| AVUNX Avantis US Equity Fund Class G | Pro | Locked |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | Locked |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | Locked |
| FHOFX Fidelity Series Large Cap Growth Index Fund | Pro | Locked |
| FNCMX Fidelity NASDAQ Composite Index | Pro | Locked |
| FSPGX Fidelity Large Cap Growth Index Fund | Pro | Locked |
| GAFAX Virtus AlphaSimplex Global Alternatives Fund Class A | Pro | Locked |
| GAFYX Virtus AlphaSimplex Global Alternatives Fund Class I | Pro | Locked |
| GAFNX Virtus AlphaSimplex Global Alternatives Fund Class R6 | Pro | Locked |
| GEIYX Growth Equity Index Fund Class Institutional | Pro | Locked |
| GEIZX Growth Equity Index Fund Class Investor | Pro | Locked |
| NCGFX New Covenant Growth Fund | Pro | Locked |
| PREFX T. Rowe Price Tax-Efficient Equity Fund Investor Class | Pro | Locked |
| RETSX Russell Tax-Managed US Large Cap Fund Class S | Pro | Locked |
| RTDAX Russell Multifactor US Equity Fund Class A | Pro | Locked |
| RTDCX Russell Multifactor US Equity Fund Class C | Pro | Locked |
| RTDRX Russell Multifactor US Equity Fund Class R6 | Pro | Locked |
| RTDTX Russell Multifactor US Equity Fund Class M | Pro | Locked |
| RTDSX Russell Multifactor US Equity Fund Class S | Pro | Locked |
| RTDYX Russell Multifactor US Equity Fund Class Y | Pro | Locked |
| RTLAX Russell Tax-Managed US Large Cap Fund Class A | Pro | Locked |
| RTLCX Russell Tax-Managed US Large Cap Fund Class C | Pro | Locked |
| RTMTX Russell Tax-Managed US Large Cap Fund Class M | Pro | Locked |
| SLLAX SIMT Small Cap Fund Class F | Pro | Locked |
| SMYFX SIMT Small Cap Fund Class Y | Pro | Locked |
| SWLGX Schwab US Large-Cap Growth Index Fund | Pro | Locked |
| TEEFX T. Rowe Price Tax-Efficient Equity Fund I Class | Pro | Locked |
| TILIX Nuveen Large Cap Growth Index Fund Class R6 | Pro | Locked |
| TRIHX Nuveen Large Cap Growth Index Fund Class I | Pro | Locked |
| TRIRX Nuveen Large Cap Growth Index Fund Retirement Class | Pro | Locked |
| VRGWX Vanguard Russell 1000 Growth Index Fund Insti Cl | Pro | Locked |
| VVSIX Venerable US Large Cap Strategic Equity Fund Class I | Pro | Locked |
| VVSVX Venerable US Large Cap Strategic Equity Fund Class V | Pro | Locked |
| PCSMX Principal SmallCap Growth Fund I Class R6 | Pro | Locked |
| PGRTX Principal SmallCap Growth Fund Institutional Class | Pro | Locked |
| PPNMX Principal SmallCap Growth Fund I Class R-3 | Pro | Locked |
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