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Funds Offered by  

1,127 funds.    These are mutual funds, unit investment trusts, or interval funds.Sponsor Website

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
AAATXAmerican Funds 2010 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
AABTXAmerican Funds 2015 Target Date Retirement Fund Class AMutual fund02/01/2007AlternativesOtherActively managed1.00 0.66%Analyze
AACTXAmerican Funds 2020 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.68%Analyze
AADTXAmerican Funds 2025 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.70%Analyze
AAETXAmerican Funds 2030 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.72%Analyze
AAFTXAmerican Funds 2035 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.72%Analyze
AAGTXAmerican Funds 2040 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.73%Analyze
AAHTXAmerican Funds 2045 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.72%Analyze
AALTXAmerican Funds 2050 Target Date Retirement Fund Class AMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.74%Analyze
AAMTXAmerican Funds 2055 Target Date Retirement Fund Class AMutual fund02/01/2010Asset AllocationUSModerateActively managed1.00 0.74%Analyze
AANTXAmerican Funds 2060 Target Date Retirement Fund Class AMutual fund03/27/2015Asset AllocationUSModerateActively managed1.00 0.76%Analyze
AAOTXAmerican Funds 2065 Target Date Retirement Fund Class AMutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.80%Analyze
ABALXAmerican Funds American Balanced Fund Class AMutual fund07/25/1975Asset AllocationUSModerateActively managed1.00 0.57%Analyze
ABHFXAmerican High-Income Municipal Bond Fund Class F-1Mutual fund09/26/1994US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.74%Analyze
ABNDXAmerican Funds The Bond Fund of America Class AMutual fund05/28/1974US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.61%Analyze
ABNFXAmerican Funds The Bond Fund of America Class F-2Mutual fund08/04/2008US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.34%Analyze
AEGFXAmerican Funds EuroPacific Growth Fund Class F-1Mutual fund04/16/1984Global Equity Developed markets ex-USLarge capActively managed1.00 0.85%Analyze
AEPCXAmerican Funds EuroPacific Growth Fund Class CMutual fund04/16/1984Global Equity Developed markets ex-USLarge capActively managed1.00 1.60%Analyze
AEPFXAmerican Funds EuroPacific Growth Fund Class F-2Mutual fund08/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 0.58%Analyze
AEPGXAmerican Funds EuroPacific Growth Fund Class AMutual fund04/16/1984Global Equity Developed markets ex-USLarge capActively managed1.00 0.82%Analyze
AFFMXAmerican Funds Mortgage Fund Class F-3Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.30%Analyze
AFICXAmerican Funds Fundamental Investors Class CMutual fund08/01/1978US Equity Broad marketLarge capActively managed1.00 1.40%Analyze
AFIFXAmerican Funds Fundamental Investors Class F-1Mutual fund08/01/1978US Equity Broad marketLarge capActively managed1.00 0.67%Analyze
AFMBXAmerican Funds American Balanced Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.29%Analyze
AFMFXAmerican Funds American Mutual Fund Class F-3Mutual fund01/27/2017US Equity Broad marketLarge capActively managed1.00 0.29%Analyze
AFTEXAmerican Funds Tax-Exempt Bond Fund Class AMutual fund10/03/1979US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.52%Analyze
AFTFXAmerican Funds Tax-Exempt Bond Fund Class F1Mutual fund10/03/1979US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.65%Analyze
AGTHXAmerican Funds The Growth Fund of America Class AMutual fund11/30/1973US Equity Broad marketLarge capActively managed1.00 0.62%Analyze
AGVDXAmerican Funds Global Insight Fund Class CMutual fund04/01/2011Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
AGVEXAmerican Funds Global Insight Fund Class F-1Mutual fund04/01/2011Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
AGVFXAmerican Funds Global Insight Fund Class AMutual fund04/01/2011Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
AGVGXAmerican Funds Global Insight Fund Class F-2Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.69%Analyze
AGVHXAmerican Funds Global Insight Fund Class F-3Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.59%Analyze
AGVTXAmerican Funds Global Insight Fund Class TMutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
AHICXAmerican High-Income Municipal Bond Fund Class CMutual fund09/26/1994US Fixed Income Municipal bondsHigh yieldActively managed1.00 1.43%Analyze
AHIFXAmerican Funds American High-Income Trust Class F-2Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
AHITXAmerican Funds American High-Income Trust Class AMutual fund02/19/1988US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.68%Analyze
AHMFXAmerican High-Income Municipal Bond Fund Class F-2Mutual fund06/10/2023US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.00%Analyze
AHTCXAmerican Funds American High-Income Trust Class CMutual fund02/19/1988US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 1.48%Analyze
AHTFXAmerican Funds American High-Income Trust Class F-1Mutual fund02/19/1988US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.73%Analyze
AIBAXAmerican Funds Intermediate Bond Fund of America Class AMutual fund02/19/1988US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.60%Analyze
AICCXAmerican Funds Investment Company of America Class CMutual fund01/02/1934US Equity Broad marketLarge capActively managed1.00 1.38%Analyze
AICFXAmerican Funds Investment Company of America Class F-1Mutual fund01/02/1934US Equity Broad marketLarge capActively managed1.00 0.68%Analyze
AIVBXAmerican Funds International Vantage Fund Class AMutual fund04/01/2011Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
AIVCXAmerican Funds International Vantage Fund Class CMutual fund04/01/2011Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
AIVEXAmerican Funds International Vantage Fund Class F-1Mutual fund04/01/2011Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
AIVFXAmerican Funds International Vantage Fund Class F-2Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.76%Analyze
AIVGXAmerican Funds International Vantage Fund Class F-3Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.65%Analyze
AIVSXAmerican Funds Investment Company of America Class AMutual fund01/02/1934US Equity Broad marketLarge capActively managed1.00 0.58%Analyze
AIVTXAmerican Funds International Vantage Fund Class TMutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
AMBFXAmerican Funds American Balanced Fund Class F-2Mutual fund08/05/2008Asset AllocationUSModerateActively managed1.00 0.39%Analyze
AMCFXAmerican Funds AMCAP Fund Class F-2Mutual fund08/01/2008US Equity Broad marketLarge capActively managed1.00 0.45%Analyze
AMCPXAmerican Funds AMCAP Fund Class AMutual fund05/01/1967US Equity Broad marketLarge capActively managed1.00 0.68%Analyze
AMECXAmerican Funds The Income Fund of America Class AMutual fund11/30/1973Asset AllocationUSModerateActively managed1.00 0.55%Analyze
AMEFXAmerican Funds The Income Fund of America Class F-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
AMFCXAmerican Funds American Mutual Fund Class CMutual fund02/21/1950US Equity Broad marketLarge capActively managed1.00 1.37%Analyze
AMFFXAmerican Funds American Mutual Fund Class F-1Mutual fund02/21/1950US Equity Broad marketLarge capActively managed1.00 0.67%Analyze
AMHIXAmerican High-Income Municipal Bond Fund Class AMutual fund09/26/1994US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.68%Analyze
AMPCXAmerican Funds AMCAP Fund Class CMutual fund05/01/1967US Equity Broad marketLarge capActively managed1.00 1.47%Analyze
AMPFXAmerican Funds AMCAP Fund Class F-1Mutual fund05/01/1967US Equity Broad marketLarge capActively managed1.00 0.74%Analyze
AMRFXAmerican Funds American Mutual Fund Class F-2Mutual fund08/05/2008US Equity Broad marketLarge capActively managed1.00 0.39%Analyze
AMRMXAmerican Funds American Mutual Fund Class AMutual fund02/21/1950US Equity Broad marketLarge capActively managed1.00 0.57%Analyze
AMUSXAmerican Funds U.S. Government Securities Fund Class AMutual fund10/17/1985US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.65%Analyze
ANBAXAmerican Funds Strategic Bond Fund Class AMutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
ANBCXAmerican Funds Strategic Bond Fund Class CMutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
ANBEXAmerican Funds Strategic Bond Fund Class F-1Mutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.06%Analyze
ANBFXAmerican Funds Strategic Bond Fund Class F-2Mutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.62%Analyze
ANBGXAmerican Funds Strategic Bond Fund Class F-3Mutual fund01/27/2017US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.52%Analyze
ANCFXAmerican Funds Fundamental Investors Class AMutual fund08/01/1978US Equity Broad marketLarge capActively managed1.00 0.60%Analyze
ANEFXAmerican Funds The New Economy Fund Class AMutual fund12/01/1983US Equity Broad marketLarge capActively managed1.00 0.77%Analyze
ANFCXAmerican Funds The New Economy Fund Class CMutual fund12/01/1983US Equity Broad marketLarge capActively managed1.00 1.56%Analyze
ANFFXAmerican Funds The New Economy Fund Class F-1Mutual fund12/01/1983US Equity Broad marketLarge capActively managed1.00 0.83%Analyze
ANWFXAmerican Funds New Perspective Fund Class F-2Mutual fund08/01/2008Global EquityGlobalLarge capActively managed1.00 0.55%Analyze
ANWPXAmerican Funds New Perspective Fund Class AMutual fund03/13/1973Global EquityGlobalLarge capActively managed1.00 0.75%Analyze
ASBAXAmerican Funds Short-Term Bond Fund of America Class AMutual fund10/02/2006US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.69%Analyze
ASBCXAmerican Funds Short-Term Bond Fund of America Class CMutual fund10/02/2006US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.44%Analyze
ASBFXAmerican Funds Short-Term Bond Fund of America Class F-1Mutual fund10/02/2006US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.73%Analyze
ASTEXAmerican Funds Short-Term Tax-Exempt Bond Fund Class AMutual fund08/07/2009US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.58%Analyze
ASTFXAmerican Funds Short-Term Tax-Exempt Bond Fund Class F-2Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
AWSHXAmerican Funds Washington Mutual Investors Fund Class AMutual fund07/31/1952US Equity Broad marketLarge capActively managed1.00 0.57%Analyze
BALCXAmerican Funds American Balanced Fund Class CMutual fund07/25/1975Asset AllocationUSModerateActively managed1.00 1.37%Analyze
BALFXAmerican Funds American Balanced Fund Class F-1Mutual fund07/25/1975Asset AllocationUSModerateActively managed1.00 0.65%Analyze
BFACXAmerican Funds The Bond Fund of America Class CMutual fund05/28/1974US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.41%Analyze
BFAFXAmerican Funds The Bond Fund of America Class F-1Mutual fund05/28/1974US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.66%Analyze
BFCAXAmerican Funds Corporate Bond Fund Class AMutual fund12/14/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
BFCCXAmerican Funds Corporate Bond Fund Class CMutual fund12/14/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
BFCFXAmerican Funds Corporate Bond Fund Class F-1Mutual fund12/14/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.95%Analyze
BFCGXAmerican Funds Corporate Bond Fund Class F-2Mutual fund07/29/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.56%Analyze
BFFAXAmerican Funds The Bond Fund of America Class F-3Mutual fund01/27/2017US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.24%Analyze
BFIAXAmerican Funds Inflation Linked Bond Fund Class AMutual fund12/14/2012US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.72%Analyze
BFICXAmerican Funds Inflation Linked Bond Fund Class CMutual fund12/14/2012US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
BFIFXAmerican Funds Inflation Linked Bond Fund Class F-1Mutual fund12/14/2012US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.74%Analyze
BFIGXAmerican Funds Inflation Linked Bond Fund Class F-2Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
BFWFXAmerican Funds Capital World Bond Fund Class F-2Mutual fund08/01/2008Global Fixed IncomeGlobalBroad marketActively managed1.00 0.62%Analyze
BLPAXAmerican Funds Moderate Growth and Income Portfolio Class AMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.73%Analyze
BLPCXAmerican Funds Moderate Growth and Income Portfolio Class CMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 1.46%Analyze
BLPDXAmerican Funds Moderate Growth and Income Portfolio Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.37%Analyze
BLPEXAmerican Funds Moderate Growth and Income Portfolio Class F-2Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.47%Analyze
BLPFXAmerican Funds Moderate Growth and Income Portfolio Class F-1Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.76%Analyze
CAAFXAmerican Funds Short-Term Bond Fund of America Class 529-AMutual fund11/03/2006US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.71%Analyze
CAFAXAmerican Funds AMCAP Fund Class 529-AMutual fund02/15/2002US Equity Broad marketLarge capActively managed1.00 0.72%Analyze
CAFCXAmerican Funds AMCAP Fund Class 529-CMutual fund02/19/2002US Equity Broad marketLarge capActively managed1.00 1.49%Analyze
CAFEXAmerican Funds AMCAP Fund Class 529-EMutual fund03/07/2002US Equity Broad marketLarge capActively managed1.00 0.94%Analyze
CAFFXAmerican Funds AMCAP Fund Class 529-F-1Mutual fund09/17/2002US Equity Broad marketLarge capActively managed1.00 0.49%Analyze
CAIBXAmerican Funds Capital Income Builder Class AMutual fund07/30/1987Asset AllocationGlobalModerateActively managed1.00 0.58%Analyze
CAIFXAmerican Funds Capital Income Builder Class F-2Mutual fund08/01/2008Asset AllocationGlobalModerateActively managed1.00 0.38%Analyze
CANAXAmerican Funds Strategic Bond Fund Class 529-AMutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.90%Analyze
CANCXAmerican Funds Strategic Bond Fund Class 529-CMutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.68%Analyze
CANEXAmerican Funds Strategic Bond Fund Class 529-EMutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.11%Analyze
CANFXAmerican Funds Strategic Bond Fund Class 529-F-1Mutual fund03/18/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.68%Analyze
CBAAXAmerican Funds Moderate Growth and Income Portfolio Class 529-AMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.73%Analyze
CBAEXAmerican Funds Moderate Growth and Income Portfolio Class 529-EMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.96%Analyze
CBAFXAmerican Funds Moderate Growth and Income Portfolio Class 529-F-1Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.48%Analyze
CBAGXAmerican Funds Moderate Growth and Income Portfolio Class ABLE-AMutual fund07/13/2018Asset AllocationUSModerateActively managed1.00 0.68%Analyze
CBBGXAmerican Funds Moderate Growth and Income Portfolio Class ABLE-F-2Mutual fund10/30/2020Asset AllocationUSModerateActively managed1.00 0.35%Analyze
CBFAXAmerican Funds Global Balanced Fund Class 529-AMutual fund02/01/2011Asset AllocationGlobalModerateActively managed1.00 0.87%Analyze
CBFCXAmerican Funds Global Balanced Fund Class 529-CMutual fund02/01/2011Asset AllocationGlobalModerateActively managed1.00 1.64%Analyze
CBFEXAmerican Funds Global Balanced Fund Class 529-EMutual fund02/01/2011Asset AllocationGlobalModerateActively managed1.00 1.09%Analyze
CBFFXAmerican Funds Global Balanced Fund Class 529-F-1Mutual fund02/01/2011Asset AllocationGlobalModerateActively managed1.00 0.64%Analyze
CBNAXAmerican Funds Emerging Markets Bond Fund Class 529-AMutual fund07/29/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 1.03%Analyze
CBNCXAmerican Funds Emerging Markets Bond Fund Class 529-CMutual fund07/29/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 1.81%Analyze
CBNEXAmerican Funds Emerging Markets Bond Fund Class 529-EMutual fund07/29/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 1.26%Analyze
CBNFXAmerican Funds Emerging Markets Bond Fund Class 529-F-1Mutual fund07/29/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.81%Analyze
CBOAXAmerican Funds Intermediate Bond Fund of America Class 529-AMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CBOCXAmerican Funds Intermediate Bond Fund of America Class 529-CMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CBOEXAmerican Funds Intermediate Bond Fund of America Class 529-EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CBOFXAmerican Funds Intermediate Bond Fund of America Class 529-FMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CBPCXAmerican Funds Moderate Growth and Income Portfolio Class 529-CMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 1.49%Analyze
CCAMXAmerican Funds Short-Term Bond Fund of America Class 529-CMutual fund11/03/2006US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.47%Analyze
CCATXAmerican Funds 2010 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCBTXAmerican Funds 2015 Target Date Retirement Fund Class CMutual fund02/01/2007AlternativesOtherActively managed1.00 0.00%Analyze
CCCTXAmerican Funds 2020 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCDTXAmerican Funds 2025 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCETXAmerican Funds 2030 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCFAXAmerican Funds College 2036 Fund Class 529-AMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCFTXAmerican Funds 2035 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCGTXAmerican Funds 2040 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCHTXAmerican Funds 2045 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCITXAmerican Funds 2050 Target Date Retirement Fund Class CMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCJTXAmerican Funds 2055 Target Date Retirement Fund Class CMutual fund02/01/2010Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCKTXAmerican Funds 2060 Target Date Retirement Fund Class CMutual fund03/27/2015Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCLTXAmerican Funds 2065 Target Date Retirement Fund Class CMutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 1.51%Analyze
CCWAXAmerican Funds Capital World Bond Fund Class 529-AMutual fund02/15/2002Global Fixed IncomeGlobalBroad marketActively managed1.00 0.97%Analyze
CCWCXAmerican Funds Capital World Bond Fund Class 529-CMutual fund02/28/2002Global Fixed IncomeGlobalBroad marketActively managed1.00 1.74%Analyze
CCWEXAmerican Funds Capital World Bond Fund Class 529-EMutual fund05/16/2002Global Fixed IncomeGlobalBroad marketActively managed1.00 1.13%Analyze
CCWFXAmerican Funds Capital World Bond Fund Class 529-FMutual fund09/17/2002Global Fixed IncomeGlobalBroad marketActively managed1.00 0.73%Analyze
CDJAXAmerican Funds College 2039 Fund Class 529-AMutual fund01/04/2021Actively managed1.00 0.00%Analyze
CDWAXAmerican Funds Developing World Growth and Income Fund Class 529-AMutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 1.32%Analyze
CDWCXAmerican Funds Developing World Growth and Income Fund Class 529-CMutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 2.10%Analyze
CDWEXAmerican Funds Developing World Growth and Income Fund Class 529-EMutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 1.48%Analyze
CDWFXAmerican Funds Developing World Growth and Income Fund Class 529-F-1Mutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 1.10%Analyze
CEAMXAmerican Funds Short-Term Bond Fund of America Class 529-EMutual fund12/01/2006US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.93%Analyze
CENAXAmerican Funds College Enrollment Fund Class 529-AMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CENCXAmerican Funds College Enrollment Fund Class 529-CMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CENEXAmerican Funds College Enrollment Fund Class 529-EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CENFXAmerican Funds College Enrollment Fund Class 529-F-1Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
CEUAXAmerican Funds EuroPacific Growth Fund Class 529-AMutual fund02/15/2002Global Equity Developed markets ex-USLarge capActively managed1.00 0.89%Analyze
CEUCXAmerican Funds EuroPacific Growth Fund Class 529-CMutual fund02/15/2002Global Equity Developed markets ex-USLarge capActively managed1.00 1.66%Analyze
CEUEXAmerican Funds EuroPacific Growth Fund Class 529-EMutual fund03/07/2002Global Equity Developed markets ex-USLarge capActively managed1.00 1.12%Analyze
CEUFXAmerican Funds EuroPacific Growth Fund Class 529-F-1Mutual fund09/16/2002Global Equity Developed markets ex-USLarge capActively managed1.00 0.65%Analyze
CFAAXAmerican Funds The Bond Fund of America Class 529-AMutual fund02/15/2002US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.65%Analyze
CFACXAmerican Funds The Bond Fund of America Class 529-CMutual fund02/19/2002US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.41%Analyze
CFAEXAmerican Funds The Bond Fund of America Class 529-EMutual fund03/07/2002US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.85%Analyze
CFAFXAmerican Funds The Bond Fund of America Class 529-FMutual fund09/26/2002US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.41%Analyze
CFAMXAmerican Funds Short-Term Bond Fund of America Class 529-F-1Mutual fund11/16/2006US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.47%Analyze
CFBFXAmerican Funds Corporate Bond Fund Class F-3Mutual fund01/27/2017US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.46%Analyze
CFIHXAmerican Funds Capital Income Builder Class F-3Mutual fund01/27/2017Asset AllocationGlobalModerateActively managed1.00 0.28%Analyze
CFNAXAmerican Funds Fundamental Investors Class 529-AMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CFNCXAmerican Funds Fundamental Investors Class 529-CMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CFNEXAmerican Funds Fundamental Investors Class 529-EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CFNFXAmerican Funds Fundamental Investors Class 529-F-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CFTAXAmerican Funds College 2024 Fund Class 529-AMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CGFAXAmerican Funds The Growth Fund of America Class 529-AMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CGFCXAmerican Funds The Growth Fund of America Class 529-CMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CGFEXAmerican Funds The Growth Fund of America Class 529-EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CGFFXAmerican Funds The Growth Fund of America Class 529-FMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CGGEXAmerican Funds Global Growth Portfolio Class 529-EMutual fund05/18/2012Global EquityGlobalLarge capActively managed1.00 1.08%Analyze
CGGFXAmerican Funds Global Growth Portfolio Class 529-F-1Mutual fund05/18/2012Global EquityGlobalLarge capActively managed1.00 0.62%Analyze
CGGGXAmerican Funds Global Growth Portfolio Class ABLE-AMutual fund07/13/2018Global EquityGlobalLarge capActively managed1.00 0.79%Analyze
CGHGXAmerican Funds Global Growth Portfolio Class ABLE-F-2Mutual fund10/30/2020Actively managed1.00 0.00%Analyze
CGIAXAmerican Funds International Growth and Income Fund Class 529-AMutual fund10/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 0.95%Analyze
CGIEXAmerican Funds International Growth and Income Fund Class 529-EMutual fund10/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 1.16%Analyze
CGIFXAmerican Funds International Growth and Income Fund Class 529-F-1Mutual fund10/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 0.72%Analyze
CGLGXAmerican Funds Growth and Income Portfolio Class ABLE-F-2Mutual fund10/30/2020Actively managed1.00 0.00%Analyze
CGNAXAmerican Funds Growth and Income Portfolio Class 529-AMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.70%Analyze
CGNCXAmerican Funds Growth and Income Portfolio Class 529-CMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 1.46%Analyze
CGNEXAmerican Funds Growth and Income Portfolio Class 529-EMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.93%Analyze
CGNFXAmerican Funds Growth and Income Portfolio Class 529-F-1Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.46%Analyze
CGNGXAmerican Funds Growth and Income Portfolio Class ABLE-AMutual fund07/13/2018Asset AllocationUSModerateActively managed1.00 0.65%Analyze
CGPAXAmerican Funds Growth Portfolio Class 529-AMutual fund05/18/2012US Equity Broad marketLarge capActively managed1.00 0.80%Analyze
CGPCXAmerican Funds Growth Portfolio Class 529-CMutual fund05/18/2012US Equity Broad marketLarge capActively managed1.00 1.56%Analyze
CGPEXAmerican Funds Growth Portfolio Class 529-EMutual fund05/18/2012US Equity Broad marketLarge capActively managed1.00 1.00%Analyze
CGPFXAmerican Funds Growth Portfolio Class 529-F-1Mutual fund05/18/2012US Equity Broad marketLarge capActively managed1.00 0.55%Analyze
CGQGXAmerican Funds Growth Portfolio Class ABLE-AMutual fund07/13/2018US Equity Broad marketLarge capActively managed1.00 0.72%Analyze
CGRGXAmerican Funds Growth Portfolio Class ABLE-F-2Mutual fund10/30/2020Actively managed1.00 0.00%Analyze
CGTAXAmerican Funds U.S. Government Securities Fund Class 529-AMutual fund02/20/2002US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.68%Analyze
CGTCXAmerican Funds U.S. Government Securities Fund Class 529-CMutual fund02/19/2002US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 1.45%Analyze
CGTEXAmerican Funds U.S. Government Securities Fund Class 529-EMutual fund03/07/2002US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.90%Analyze
CGTFXAmerican Funds U.S. Government Securities Fund Class 529-F-1Mutual fund10/11/2002US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.45%Analyze
CGVBXAmerican Funds Global Insight Fund Class 529-CMutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 1.74%Analyze
CGVEXAmerican Funds Global Insight Fund Class 529-EMutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 1.19%Analyze
CGVFXAmerican Funds Global Insight Fund Class 529-F-1Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.73%Analyze
CGVGXAmerican Funds Global Insight Fund Class 529-F-2Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CGVHXAmerican Funds Global Insight Fund Class 529-F-3Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CGVTXAmerican Funds Global Insight Fund Class 529-TMutual fund11/27/2019Actively managed1.00 0.00%Analyze
CGVYXAmerican Funds Global Insight Fund Class 529-AMutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 1.04%Analyze
CIBCXAmerican Funds Capital Income Builder Class CMutual fund07/30/1987Asset AllocationGlobalModerateActively managed1.00 1.37%Analyze
CIBFXAmerican Funds Capital Income Builder Class F-1Mutual fund07/30/1987Asset AllocationGlobalModerateActively managed1.00 0.66%Analyze
CICAXAmerican Funds Investment Company of America Class 529-AMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CICCXAmerican Funds Investment Company of America Class 529-CMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CICEXAmerican Funds Investment Company of America class 529-EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CICFXAmerican Funds Investment Company of America class 529-FMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CIICXAmerican Funds International Growth and Income Fund Class 529-CMutual fund10/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 1.72%Analyze
CIMAXAmerican Funds The Income Fund of America Class 529-AMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CIMCXAmerican Funds The Income Fund of America Class 529-CMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CIMEXAmerican Funds The Income Fund of America Class 529-EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CIMFXAmerican Funds The Income Fund of America Class 529-F-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CIPAXAmerican Funds Conservative Growth and Income Portfolio Class 529-AMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.63%Analyze
CIPCXAmerican Funds Conservative Growth and Income Portfolio Class 529-CMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 1.39%Analyze
CIPEXAmerican Funds Conservative Growth and Income Portfolio Class 529-EMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.87%Analyze
CIPFXAmerican Funds Conservative Growth and Income Portfolio Class 529-F-1Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.39%Analyze
CIPGXAmerican Funds Conservative Growth and Income Portfolio Class ABLE-AMutual fund07/13/2018Asset AllocationUSModerateActively managed1.00 0.60%Analyze
CIQGXAmerican Funds Conservative Growth and Income Portfolio Class ABLE-F-2Mutual fund10/30/2020Actively managed1.00 0.00%Analyze
CIRAXAmerican Funds Capital Income Builder Class 529-AMutual fund02/19/2002Asset AllocationGlobalModerateActively managed1.00 0.65%Analyze
CIRCXAmerican Funds Capital Income Builder Class 529-CMutual fund02/20/2002Asset AllocationGlobalModerateActively managed1.00 1.41%Analyze
CIREXAmerican Funds Capital Income Builder Class 529-EMutual fund03/01/2002Asset AllocationGlobalModerateActively managed1.00 0.87%Analyze
CIRFXAmerican Funds Capital Income Builder Class 529-FMutual fund09/17/2002Asset AllocationGlobalModerateActively managed1.00 0.41%Analyze
CITAXAmerican Funds American High-Income Trust Class 529-AMutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
CITCXAmerican Funds American High-Income Trust Class 529-CMutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
CITEXAmerican Funds American High-Income Trust Class 529-EMutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
CITFXAmerican Funds American High-Income Trust Class 529-F-1Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
CIVAXProxy ErrorMutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 1.13%Analyze
CIVBXAmerican Funds International Vantage Fund Class 529-CMutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 1.83%Analyze
CIVCXAmerican Funds International Vantage Fund Class 529-EMutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 1.28%Analyze
CIVEXAmerican Funds International Vantage Fund Class 529-TMutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
CIVGXAmerican Funds International Vantage Fund Class 529-F-2Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CIVHXAmerican Funds International Vantage Fund Class 529-F-3Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CIVKXAmerican Funds International Vantage Fund Class 529 F-1Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.83%Analyze
CLBAXAmerican Funds American Balanced Fund Class 529-AMutual fund02/15/2002Asset AllocationUSModerateActively managed1.00 0.66%Analyze
CLBCXAmerican Funds American Balanced Fund Class 529-CMutual fund02/19/2002Asset AllocationUSModerateActively managed1.00 1.39%Analyze
CLBEXAmerican Funds American Balanced Fund Class 529-EMutual fund03/05/2002Asset AllocationUSModerateActively managed1.00 0.88%Analyze
CLBFXAmerican Funds American Balanced Fund Class 529-FMutual fund09/17/2002Asset AllocationUSModerateActively managed1.00 0.42%Analyze
CMBKXAmerican Funds Multi-Sector Income Fund Class 529-AMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 1.00%Analyze
CMBLXAmerican Funds Multi-Sector Income Fund Class 529-CMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 1.70%Analyze
CMBMXAmerican Funds Multi-Sector Income Fund Class 529-EMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 1.15%Analyze
CMBNXAmerican Funds Multi-Sector Income Fund Class 529-TMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
CMBOXAmerican Funds Multi-Sector Income Fund Class 529-F-1Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.70%Analyze
CMBPXAmerican Funds Multi-Sector Income Fund Class 529-F-2Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CMBQXAmerican Funds Multi-Sector Income Fund Class 529-F-3Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CMFAXAmerican Funds Mortgage Fund Class 529-AMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
CMFCXAmerican Funds Mortgage Fund Class 529-CMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
CMFEXAmerican Funds Mortgage Fund Class 529-EMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
CMFFXAmerican Funds Mortgage Fund Class 529-F-1Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
CMLAXAmerican Funds American Mutual Fund Class 529-AMutual fund02/19/2002US Equity Broad marketLarge capActively managed1.00 0.65%Analyze
CMLCXAmerican Funds American Mutual Fund Class 529-CMutual fund02/20/2002US Equity Broad marketLarge capActively managed1.00 1.41%Analyze
CMLEXProxy ErrorMutual fund03/07/2002US Equity Broad marketLarge capActively managed1.00 0.88%Analyze
CMLFXProxy ErrorMutual fund09/17/2002US Equity Broad marketLarge capActively managed1.00 0.41%Analyze
CNGAXAmerican Funds The New Economy Fund Class 529-AMutual fund02/15/2002US Equity Broad marketLarge capActively managed1.00 0.82%Analyze
CNGCXAmerican Funds The New Economy Fund Class 529-CMutual fund02/21/2002US Equity Broad marketLarge capActively managed1.00 1.60%Analyze
CNGEXAmerican Funds The New Economy Fund Class 529-EMutual fund03/15/2002US Equity Broad marketLarge capActively managed1.00 1.06%Analyze
CNGFXAmerican Funds The New Economy Fund Class 529-FMutual fund10/11/2002US Equity Broad marketLarge capActively managed1.00 0.60%Analyze
CNLAXAmerican Funds Inflation Linked Bond Fund Class 529-AMutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
CNLCXAmerican Funds Inflation Linked Bond Fund Class 529-CMutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
CNLEXAmerican Funds Inflation Linked Bond Fund Class 529-EMutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
CNLFXAmerican Funds Inflation Linked Bond Fund Class 529-F-1Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
CNPAXAmerican Funds New Perspective Fund Class 529-AMutual fund02/15/2002Global EquityGlobalLarge capActively managed1.00 0.83%Analyze
CNPCXAmerican Funds New Perspective Fund Class 529-CMutual fund02/15/2002Global EquityGlobalLarge capActively managed1.00 1.57%Analyze
CNPEXAmerican Funds New Perspective Fund Class 529-EMutual fund03/01/2002Global EquityGlobalLarge capActively managed1.00 1.03%Analyze
CNPFXProxy ErrorMutual fund09/17/2002Global EquityGlobalLarge capActively managed1.00 0.60%Analyze
CNWAXAmerican Funds New World Fund Class 529-AMutual fund02/19/2002Global EquityEmerging marketsLarge and mid capActively managed1.00 1.04%Analyze
CNWCXAmerican Funds New World Fund Class 529-CMutual fund02/25/2002Global EquityEmerging marketsLarge and mid capActively managed1.00 1.82%Analyze
CNWEXAmerican Funds New World Fund Class 529-EMutual fund03/22/2002Global EquityEmerging marketsLarge and mid capActively managed1.00 1.24%Analyze
CNWFXAmerican Funds New World Fund Class 529-FMutual fund09/17/2002Global EquityEmerging marketsLarge and mid capActively managed1.00 0.82%Analyze
COBAXAmerican Funds Corporate Bond Fund Class 529-AMutual fund07/29/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.90%Analyze
COBCXAmerican Funds Corporate Bond Fund Class 529-CMutual fund07/29/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.62%Analyze
COBEXAmerican Funds Corporate Bond Fund Class 529-EMutual fund07/29/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.05%Analyze
COBFXAmerican Funds Corporate Bond Fund Class 529-F-1Mutual fund07/29/2016US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.62%Analyze
CPGAXAmerican Funds Global Growth Portfolio Class 529-AMutual fund05/18/2012Global EquityGlobalLarge capActively managed1.00 0.86%Analyze
CPGCXAmerican Funds Global Growth Portfolio Class 529-CMutual fund05/18/2012Global EquityGlobalLarge capActively managed1.00 1.63%Analyze
CPPAXAmerican Funds Preservation Portfolio Class 529-AMutual fund05/18/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.69%Analyze
CPPCXAmerican Funds Preservation Portfolio Class 529-CMutual fund05/18/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.45%Analyze
CPPEXAmerican Funds Preservation Portfolio Class 529-EMutual fund05/18/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.91%Analyze
CPPFXAmerican Funds Preservation Portfolio Class 529-F-1Mutual fund05/18/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.45%Analyze
CPPGXAmerican Funds Preservation Portfolio Class ABLE-AMutual fund07/13/2018US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.63%Analyze
CPQGXAmerican Funds Preservation Portfolio Class ABLE-F-2Mutual fund10/30/2020Actively managed1.00 0.00%Analyze
CSPAXAmerican Funds SMALLCAP World Fund Class 529-AMutual fund02/19/2002Global Equity GlobalSmall capActively managed1.00 1.10%Analyze
CSPCXAmerican Funds SMALLCAP World Fund Class 529-CMutual fund02/20/2002Global Equity GlobalSmall capActively managed1.00 1.88%Analyze
CSPEXAmerican Funds SMALLCAP World Fund Class 529-EMutual fund03/15/2002Global Equity GlobalSmall capActively managed1.00 1.30%Analyze
CSPFXAmerican Funds SMALLCAP World Fund Class 529-FMutual fund09/17/2002Global Equity GlobalSmall capActively managed1.00 0.87%Analyze
CSTAXAmerican Funds College 2027 Fund Class 529-AMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTAEXAmerican Funds College 2039 Fund Class 529-EMutual fund01/04/2021Actively managed1.00 0.00%Analyze
CTAFXAmerican Funds College 2036 Fund Class 529-F-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTAHXAmerican Funds College 2036 Fund Class 529-F-2Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CTAKXAmerican Funds College 2036 Fund Class 529-F-3Mutual fund06/26/2020Actively managed1.00 0.00%Analyze
CTDCXAmerican Funds College 2036 Fund Class 529-CMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTDFXAmerican Funds College 2039 Fund Class 529-F-1Mutual fund01/04/2021Actively managed1.00 0.00%Analyze
CTFCXAmerican Funds College 2024 Fund Class 529-CMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTFEXAmerican Funds College 2024 Fund Class 529-EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTFFXAmerican Funds College 2024 Fund Class 529F1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTHAXAmerican Funds College 2030 Fund Class 529-AMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTHEXAmerican Funds College 2030 Fund Class 529-EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTHFXAmerican Funds College 2030 Fund Class 529F1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTJCXAmerican Funds College 2039 Fund Class 529-CMutual fund01/04/2021Actively managed1.00 0.00%Analyze
CTKEXAmerican Funds College 2036 Fund Class 529-EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTLAXAmerican Funds College 2033 Fund Class 529-AMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTLCXProxy ErrorMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTLEXAmerican Funds College 2033 Fund Class 529-EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTLFXAmerican Funds College 2033 Fund Class 529-F-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTOAXAmerican Funds College 2021 Fund Class 529-AMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTOCXAmerican Funds College 2021 Fund Class 529-CMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTOEXAmerican Funds College 2021 Fund Class 529-EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTOFXAmerican Funds College 2021 Fund Class 529F1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTSCXAmerican Funds College 2027 Fund Class 529-CMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTSEXAmerican Funds College 2027 Fund Class 529-EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTSFXAmerican Funds College 2027 Fund Class 529F1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CTYCXAmerican Funds College 2030 Fund Class 529-CMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CWBCXAmerican Funds Capital World Bond Fund Class CMutual fund08/04/1987Global Fixed IncomeGlobalBroad marketActively managed1.00 1.75%Analyze
CWBFXAmerican Funds Capital World Bond Fund Class AMutual fund08/04/1987Global Fixed IncomeGlobalBroad marketActively managed1.00 0.97%Analyze
CWGCXAmerican Funds Capital World Growth and Income Fund Class CMutual fund03/26/1993Global EquityGlobalLarge capActively managed1.00 1.55%Analyze
CWGFXAmerican Funds Capital World Growth and Income Fund Class F-1Mutual fund03/26/1993Global EquityGlobalLarge capActively managed1.00 0.82%Analyze
CWGIXAmerican Funds Capital World Growth and Income Fund Class AMutual fund03/26/1993Global EquityGlobalLarge capActively managed1.00 0.76%Analyze
CWIAXAmerican Funds Capital World Growth and Income Fund Class 529-AMutual fund02/15/2002Global EquityGlobalLarge capActively managed1.00 0.81%Analyze
CWICXAmerican Funds Capital World Growth and Income Fund Class 529-CMutual fund02/22/2002Global EquityGlobalLarge capActively managed1.00 1.58%Analyze
CWIEXAmerican Funds Capital World Growth and Income Fund Class 529-EMutual fund03/04/2002Global EquityGlobalLarge capActively managed1.00 1.04%Analyze
CWIFXAmerican Funds Capital World Growth and Income Fund Class 529-FMutual fund09/17/2002Global EquityGlobalLarge capActively managed1.00 0.58%Analyze
CWMAXAmerican Funds Washington Mutual Investors Fund Class 529-AMutual fund02/15/2002US Equity Broad marketLarge capActively managed1.00 0.63%Analyze
CWMCXAmerican Funds Washington Mutual Investors Fund Class 529-CMutual fund02/15/2002US Equity Broad marketLarge capActively managed1.00 1.40%Analyze
CWMEXAmerican Funds Washington Mutual Investors Fund Class 529-EMutual fund03/01/2002US Equity Broad marketLarge capActively managed1.00 0.87%Analyze
CWMFXAmerican Funds Washington Mutual Investors Fund Class 529-F-1Mutual fund09/16/2002US Equity Broad marketLarge capActively managed1.00 0.40%Analyze
DITFXAmerican Funds 2050 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.41%Analyze
DJTFXAmerican Funds 2010 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.33%Analyze
DWGAXAmerican Funds Developing World Growth and Income Fund Class AMutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 1.24%Analyze
DWGCXAmerican Funds Developing World Growth and Income Fund Class CMutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
DWGFXAmerican Funds Developing World Growth and Income Fund Class F-1Mutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 1.25%Analyze
DWGHXAmerican Funds Developing World Growth and Income Fund Class F-2Mutual fund02/03/2014Global EquityEmerging marketsLarge and mid capActively managed1.00 0.99%Analyze
EBNAXAmerican Funds Emerging Markets Bond Fund Class AMutual fund04/22/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
EBNCXAmerican Funds Emerging Markets Bond Fund Class CMutual fund04/22/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
EBNEXAmerican Funds Emerging Markets Bond Fund Class F-1Mutual fund04/22/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 1.05%Analyze
EBNFXAmerican Funds Emerging Markets Bond Fund Class F-2Mutual fund07/29/2016Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.77%Analyze
EBNGXAmerican Funds Emerging Markets Bond Fund Class F-3Mutual fund01/27/2017Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.65%Analyze
EXCAXAmerican Funds Tax-Exempt Fund of California Class F-3Mutual fund01/27/2017US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.34%Analyze
FAADXAmerican Funds College Enrollment Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FAATXAmerican Funds 2010 Target Date Retirement Fund Class F-1Mutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.70%Analyze
FACRXAmerican Funds College 2024 Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FAETXAmerican Funds 2030 Target Date Retirement Fund Class F-1Mutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.74%Analyze
FAFGXThe Growth Fund of America - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FAFWXAmerican Funds Retirement Income Portfolio - Conservative Class F-1Mutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.69%Analyze
FAHHXAmerican High-Income Trust - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FAIFXThe Income Fund of America - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FAITXAmerican Funds 2050 Target Date Retirement Fund Class F-1Mutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.77%Analyze
FAJTXAmerican Funds 2055 Target Date Retirement Fund Class F-1Mutual fund02/01/2010Asset AllocationUSModerateActively managed1.00 0.77%Analyze
FAKTXAmerican Funds 2015 Target Date Retirement Fund Class F-1Mutual fund02/01/2007AlternativesOtherActively managed1.00 0.70%Analyze
FAOOXThe Investment Company of America - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FAOTXAmerican Funds 2020 Target Date Retirement Fund Class F-1Mutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.70%Analyze
FAPTXAmerican Funds 2025 Target Date Retirement Fund Class F-1Mutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.72%Analyze
FAQTXAmerican Funds 2035 Target Date Retirement Fund Class F-1Mutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.75%Analyze
FATFXAmerican Funds College 2018 Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FATTXAmerican Funds 2045 Target Date Retirement Fund Class F-1Mutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.76%Analyze
FAUTXProxy ErrorMutual fund02/01/2007Asset AllocationUSModerateActively managed1.00 0.76%Analyze
FAWTXAmerican Funds 2060 Target Date Retirement Fund Class F-1Mutual fund03/27/2015Asset AllocationUSModerateActively managed1.00 0.79%Analyze
FAXTXAmerican Funds 2065 Target Date Retirement Fund Class F-1Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.77%Analyze
FBAFXAmerican Balanced Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FBATXAmerican Funds 2010 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.40%Analyze
FBBPXAmerican Funds Balanced Portfolio - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FBBTXAmerican Funds 2015 Target Date Retirement Fund Class F-2Mutual fund02/21/2014AlternativesOtherActively managed1.00 0.40%Analyze
FBCDXAmerican Funds Corporate Bond Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FBCIXCapital Income Builder - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FBCTXAmerican Funds 2020 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.40%Analyze
FBDTXAmerican Funds 2025 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.42%Analyze
FBETXAmerican Funds 2030 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.47%Analyze
FBFTXAmerican Funds 2035 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.48%Analyze
FBFWXAmerican Funds Retirement Income Portfolio - Moderate Class F-1Mutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.68%Analyze
FBGTXAmerican Funds 2040 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.49%Analyze
FBHTXAmerican Funds 2045 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.49%Analyze
FBITXAmerican Funds 2050 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.51%Analyze
FBJTXAmerican Funds 2055 Target Date Retirement Fund Class F-2Mutual fund02/21/2014Asset AllocationUSModerateActively managed1.00 0.51%Analyze
FBKTXAmerican Funds 2060 Target Date Retirement Fund Class F-2Mutual fund03/27/2015Asset AllocationUSModerateActively managed1.00 0.53%Analyze
FBMTXAmerican Funds 2065 Target Date Retirement Fund Class F-2Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.50%Analyze
FBOFXThe Bond Fund of America - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FBONXAmerican Balanced Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FBSSXAmerican Funds Strategic Bond Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FCACXAmerican Funds College 2021 Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FCATXAmerican Funds College 2018 Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FCCFXAmerican Funds College 2033 Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FCCTXAmerican Funds 2020 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.34%Analyze
FCETXAmerican Funds 2030 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.38%Analyze
FCFGXAmerican Funds College 2039 Fund Class 529-F-2Mutual fund01/04/2021Actively managed1.00 0.00%Analyze
FCFWXProxy ErrorMutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.71%Analyze
FCGTXAmerican Funds 2040 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.40%Analyze
FCHTXAmerican Funds 2045 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.40%Analyze
FCIAXThe Investment Company of America - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FCJTXAmerican Funds 2055 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.42%Analyze
FCKTXAmerican Funds 2060 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.44%Analyze
FCQTXAmerican Funds 2065 Target Date Retirement Fund Class F-3Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.41%Analyze
FCWBXCapital World Bond Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FCWGXCapital World Growth and Income Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FDBTXAmerican Funds 2015 Target Date Retirement Fund Class F-3Mutual fund01/27/2017AlternativesOtherActively managed1.00 0.33%Analyze
FDDTXAmerican Funds 2025 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.36%Analyze
FDFCXAmerican Funds College 2030 Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FDFTXAmerican Funds 2035 Target Date Retirement Fund Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.39%Analyze
FDFWXAmerican Funds Retirement Income Portfolio - Conservative Class F-2Mutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.41%Analyze
FDWGXAmerican Funds Developing World Growth and Income Fund Class F-3Mutual fund01/27/2017Global EquityEmerging marketsLarge and mid capActively managed1.00 0.88%Analyze
FEBMXAmerican Funds Emerging Markets Bond Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FEEFXAmerican Funds Fundamental Investors - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FEPUXEuroPacific Growth Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FEUPXAmerican Funds EuroPacific Growth Fund Class F-3Mutual fund01/27/2017Global Equity Developed markets ex-USLarge capActively managed1.00 0.49%Analyze
FFAFXThe Growth Fund of America - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFBBXAmerican Funds Corporate Bond Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFBGXAmerican Funds Global Balanced Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFBOXThe Bond Fund of America - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFCFXAmerican Funds College 2027 Fund - Class 529-F-2Mutual fund06/10/2023US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
FFCTXAmerican Funds College 2027 Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFFMXAmerican Mutual Fund - Class 529-F-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FFGGXAmerican Funds Global Balanced Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFICXAmerican Funds Investment Company of America Class F-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FFIFXThe Income Fund of America - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFMFXAmerican Funds Mortgage Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFMMXAmerican Mutual Fund - Class 529-F-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FFOOXIntermediate Bond Fund of America - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFPNXNew Perspective Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFPPXAmerican Funds Preservation Portfolio - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFTSXShort-Term Bond Fund of America - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FFXFXAmerican Funds Fundamental Investors - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FGFWXAmerican Funds Retirement Income Portfolio - Enhanced Class F-2Mutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.43%Analyze
FGGGXInternational Growth and Income Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FGGIXAmerican Funds Growth and Income Portfolio - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FGGPXAmerican Funds Global Growth Portfolio - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FGIGXInternational Growth and Income Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FGIIXAmerican Funds Growth and Income Portfolio - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FGPGXAmerican Funds Growth Portfolio - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FGPPXAmerican Funds Global Growth Portfolio - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FHFWXAmerican Funds Retirement Income Portfolio - Moderate Class F-2Mutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.40%Analyze
FIAAXAmerican Funds Tax-Advantaged Income Portfolio - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FIBLXAmerican Funds Inflation Linked Bond Fund -Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FICWXAmerican Funds Retirement Income Portfolio - Conservative Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.31%Analyze
FIEWXAmerican Funds Retirement Income Portfolio - Enhanced Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.33%Analyze
FIFAXAmerican Funds The Income Fund of America Class F-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
FIFBXIntermediate Bond Fund of America - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FILBXAmerican Funds Inflation Linked Bond Fund Class F-3Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.38%Analyze
FIMWXAmerican Funds Retirement Income Portfolio - Moderate Class F-3Mutual fund01/27/2017Asset AllocationUSModerateActively managed1.00 0.31%Analyze
FINFXAmerican Funds Fundamental Investors Class F-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FLIBXAmerican Funds Inflation Linked Bond Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FLTEXAmerican Funds Limited Term Tax-Exempt Bond Fund Class F-3Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.30%Analyze
FMACXAmerican Funds AMCAP Fund Class F-3Mutual fund01/27/2017US Equity Broad marketLarge capActively managed1.00 0.34%Analyze
FMCMXAMCAP Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FMEBXAmerican Funds Emerging Markets Bond Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FMMFXAmerican Funds Mortgage Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FMMMXAMCAP Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FNEEXThe New Economy Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FNEFXAmerican Funds The New Economy Fund Class F-3Mutual fund01/27/2017US Equity Broad marketLarge capActively managed1.00 0.46%Analyze
FNFPXNew Perspective Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FNFWXNew World Fund, Inc. - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FNNEXThe New Economy Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FNPFXAmerican Funds New Perspective Fund Class F-3Mutual fund01/27/2017Global EquityGlobalLarge capActively managed1.00 0.45%Analyze
FNWFXAmerican Funds New World Fund Class F-3Mutual fund01/27/2017Global EquityEmerging marketsLarge and mid capActively managed1.00 0.60%Analyze
FPGGXAmerican Funds Growth Portfolio - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FPPBXAmerican Funds Balanced Portfolio - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FPPPXAmerican Funds Preservation Portfolio - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FPTPXAmerican Funds Income Portfolio - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FSBMXAmerican Funds Strategic Bond Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FSBTXAmerican Funds Short-Term Bond Fund of America Class F-3Mutual fund01/27/2017US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.33%Analyze
FSFWXSMALLCAP World Fund, Inc. - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FSTTXAmerican Funds Short-Term Tax-Exempt Bond Fund Class F-1Mutual fund08/27/2009US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.81%Analyze
FSUGXThe American Funds Income Series - U.S. Government Securities Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FSUUXThe American Funds Income Series - U.S. Government Securities Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FSWFXSMALLCAP World Fund, Inc. - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTAHXAmerican High-Income Trust - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTAIXAmerican Funds Tax-Advantaged Income Portfolio - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTAOXAmerican Funds College Enrollment Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTATXAmerican Funds College 2021 Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTCFXAmerican Funds College 2033 Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTDHXAmerican Funds College 2039 Fund Class 529-F-3Mutual fund01/04/2021Actively managed1.00 0.00%Analyze
FTFCXAmerican Funds College 2030 Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTPPXAmerican Funds Income Portfolio - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTSBXShort-Term Bond Fund of America - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FTTTXAmerican Funds College 2024 Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FUEPXEuroPacific Growth Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FUNFXAmerican Funds Fundamental Investors Class F-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FWBCXCapital World Bond Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FWCBXCapital Income Builder - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FWCGXCapital World Growth and Income Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FWDDXAmerican Funds Developing World Growth and Income Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FWDGXAmerican Funds Developing World Growth and Income Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FWGIXAmerican Funds Capital World Growth and Income Fund Class F-3Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
FWMIXAmerican Funds Washington Mutual Investors Fund Class F-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FWMMXWashington Mutual Investors Fund - Class 529-F-2Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FWWMXWashington Mutual Investors Fund - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
FWWNXNew World Fund, Inc. - Class 529-F-3Mutual fund06/10/2023Actively managed1.00 0.00%Analyze
GAFFXAmerican Funds The Growth Fund of America Class F-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
GAIEXAmerican Funds Growth and Income Portfolio Class F-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
GAIFXAmerican Funds Growth and Income Portfolio Class F-1Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.71%Analyze
GAIHXAmerican Funds Growth and Income Portfolio Class F-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
GAIOXAmerican Funds Growth and Income Portfolio Class AMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.68%Analyze
GAITXAmerican Funds Growth and Income Portfolio Class CMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 1.42%Analyze
GBLAXAmerican Funds Global Balanced Fund Class AMutual fund02/01/2011Asset AllocationGlobalModerateActively managed1.00 0.84%Analyze
GBLCXAmerican Funds Global Balanced Fund Class CMutual fund02/01/2011Asset AllocationGlobalModerateActively managed1.00 1.60%Analyze
GBLEXAmerican Funds Global Balanced Fund Class F-1Mutual fund02/01/2011Asset AllocationGlobalModerateActively managed1.00 0.88%Analyze
GBLFXAmerican Funds Global Balanced Fund Class F-2Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
GFACXAmerican Funds The Growth Fund of America Class CMutual fund11/30/1973US Equity Broad marketLarge capActively managed1.00 1.42%Analyze
GFAFXAmerican Funds The Growth Fund of America Class F-1Mutual fund11/30/1973US Equity Broad marketLarge capActively managed1.00 0.69%Analyze
GFBLXAmerican Funds Global Balanced Fund Class F-3Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
GFFFXAmerican Funds The Growth Fund of America Class F-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
GGPCXAmerican Funds Global Growth Portfolio Class CMutual fund05/18/2012Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
GVTFXAmerican Funds U.S. Government Securities Fund Class F-2Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
GWPAXAmerican Funds Growth Portfolio Class AMutual fund05/18/2012US Equity Broad marketLarge capActively managed1.00 0.75%Analyze
GWPCXAmerican Funds Growth Portfolio Class CMutual fund05/18/2012US Equity Broad marketLarge capActively managed1.00 1.50%Analyze
GWPDXAmerican Funds Growth Portfolio Class F-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
GWPEXAmerican Funds Growth Portfolio Class F-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
GWPFXAmerican Funds Growth Portfolio Class F-1Mutual fund05/18/2012US Equity Broad marketLarge capActively managed1.00 0.76%Analyze
HIGFXAmerican Funds American High-Income Trust Class F-3Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
HIMFXAmerican High-Income Municipal Bond Fund Class F-3Mutual fund06/10/2023US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.00%Analyze
IBAFXAmerican Funds Intermediate Bond Fund of America Class F-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBFCXAmerican Funds Intermediate Bond Fund of America Class CMutual fund02/19/1988US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBFFXAmerican Funds Intermediate Bond Fund of America Class F-1Mutual fund02/19/1988US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.67%Analyze
ICAFXAmerican Funds Investment Company of America Class F-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IFACXAmerican Funds The Income Fund of America Class CMutual fund11/30/1973Asset AllocationUSModerateActively managed1.00 1.34%Analyze
IFAFXAmerican Funds The Income Fund of America Class F-1Mutual fund11/30/1973Asset AllocationUSModerateActively managed1.00 0.64%Analyze
IFBFXAmerican Funds Intermediate Bond Fund of America Class F-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IGAAXAmerican Funds International Growth and Income Fund Class AMutual fund10/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 0.90%Analyze
IGAIXAmerican Funds International Growth and Income Fund Class F-3Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IGFFXAmerican Funds International Growth and Income Fund Class F-2Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IGICXProxy ErrorMutual fund10/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 1.69%Analyze
IGIFXAmerican Funds International Growth and Income Fund Class F-1Mutual fund10/01/2008Global Equity Developed markets ex-USLarge capActively managed1.00 0.94%Analyze
INPAXAmerican Funds Conservative Growth and Income Portfolio Class AMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.63%Analyze
INPCXAmerican Funds Conservative Growth and Income Portfolio Class CMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.00%Analyze
INPDXProxy ErrorMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
INPEXAmerican Funds Conservative Growth and Income Portfolio Class F-2Mutual fund09/04/2001Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
INPFXAmerican Funds Conservative Growth and Income Portfolio Class F-1Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.67%Analyze
LTEBXAmerican Funds Limited Term Tax Exempt Bond Fund Class AMutual fund10/06/1993US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.59%Analyze
LTEFXAmerican Funds Limited Term Tax Exempt Bond Fund Class F2Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.41%Analyze
LTXCXAmerican Funds Limited Term Tax Exempt Bond Fund Class CMutual fund10/06/1993US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
LTXFXAmerican Funds Limited Term Tax Exempt Bond Fund Class F1Mutual fund10/06/1993US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.67%Analyze
MFAAXAmerican Funds Mortgage Fund Class AMutual fund11/01/2010US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
MFACXAmerican Funds Mortgage Fund Class CMutual fund11/01/2010US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
MFAEXAmerican Funds Mortgage Fund Class F-1Mutual fund11/01/2010US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.69%Analyze
MFAFXAmerican Funds Mortgage Fund Class F-2Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
MIAQXAmerican Funds Multi-Sector Income Fund Class AMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MIAUXAmerican Funds Multi-Sector Income Fund Class CMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MIAVXAmerican Funds Multi-Sector Income Fund Class TMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MIAWXAmerican Funds Multi-Sector Income Fund Class F-1Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MIAYXAmerican Funds Multi-Sector Income Fund Class F-2Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MIAZXAmerican Funds Multi-Sector Income Fund Class F-3Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
NAARXAmerican Funds Retirement Income Portfolio - Conservative Class AMutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.00%Analyze
NBARXAmerican Funds Retirement Income Portfolio - Moderate Class AMutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.66%Analyze
NBCRXAmerican Funds Retirement Income Portfolio - Moderate Class CMutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.00%Analyze
NDARXAmerican Funds Retirement Income Portfolio - Enhanced Class AMutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.00%Analyze
NDCRXAmerican Funds Retirement Income Portfolio - Enhanced Class CMutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.00%Analyze
NEFFXAmerican Funds The New Economy Fund Class F-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
NEWCXAmerican Funds New World Fund Class CMutual fund06/17/1999Global EquityEmerging marketsLarge and mid capActively managed1.00 1.79%Analyze
NEWFXAmerican Funds New World Fund Class AMutual fund06/17/1999Global EquityEmerging marketsLarge and mid capActively managed1.00 1.00%Analyze
NFFFXAmerican Funds New World Fund Class F-2Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.72%Analyze
NGCRXAmerican Funds Retirement Income Portfolio - Conservative Class CMutual fund08/28/2015Asset AllocationUSModerateActively managed1.00 0.00%Analyze
NPFCXAmerican Funds New Perspective Fund Class CMutual fund03/13/1973Global EquityGlobalLarge capActively managed1.00 1.54%Analyze
NPFFXAmerican Funds New Perspective Fund Class F-1Mutual fund03/13/1973Global EquityGlobalLarge capActively managed1.00 0.82%Analyze
NWFFXAmerican Funds New World Fund Class F-1Mutual fund06/17/1999Global EquityEmerging marketsLarge and mid capActively managed1.00 1.01%Analyze
NYAAXAmerican Funds Tax-Exempt Fund of New York Class AMutual fund11/01/2010US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
NYACXAmerican Funds Tax-Exempt Fund of New York Class CMutual fund11/01/2010US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
NYAEXAmerican Funds Tax-Exempt Fund of New York Class F-1Mutual fund11/01/2010US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.78%Analyze
NYAFXAmerican Funds Tax-Exempt Fund of New York Class F-2Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
PGGAXAmerican Funds Global Growth Portfolio Class AMutual fund05/18/2012Global EquityGlobalLarge capActively managed1.00 0.83%Analyze
PGGFXAmerican Funds Global Growth Portfolio Class F-1Mutual fund05/18/2012Global EquityGlobalLarge capActively managed1.00 0.82%Analyze
PGWFXAmerican Funds Global Growth Portfolio Class F-2Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
PGXFXAmerican Funds Global Growth Portfolio Class F-3Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
PPEFXAmerican Funds Preservation Portfolio Class F-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
PPFFXAmerican Funds Preservation Portfolio Class F-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
PPVAXAmerican Funds Preservation Portfolio Class AMutual fund05/18/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
PPVCXAmerican Funds Preservation Portfolio Class CMutual fund05/18/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
PPVFXAmerican Funds Preservation Portfolio Class F-1Mutual fund05/18/2012US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.70%Analyze
RAAEXAmerican Funds Short-Term Bond Fund of America Class R-2EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RAAGXAmerican Funds Short-Term Bond Fund of America Class R-5EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RAATXAmerican Funds 2010 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RACTXAmerican Funds 2020 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RADTXAmerican Funds 2025 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAEBXAmerican Funds AMCAP Fund Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAEFXAmerican Funds AMCAP Fund Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAETXAmerican Funds 2030 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAFAXAmerican Funds AMCAP Fund Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAFBXAmerican Funds AMCAP Fund Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAFCXAmerican Funds AMCAP Fund Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAFEXAmerican Funds AMCAP Fund Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAFFXAmerican Funds AMCAP Fund Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAFGXAmerican Funds AMCAP Fund Class R-6Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RAFTXAmerican Funds 2035 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAHTXAmerican Funds 2045 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAICXAmerican Funds Growth and Income Portfolio Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAITXAmerican Funds 2050 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAJTXAmerican Funds 2015 Target Date Retirement Fund Class R-1Mutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
RAKTXAmerican Funds 2040 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAMAXAmerican Funds Short-Term Bond Fund of America Class R-1Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RAMBXAmerican Funds Short-Term Bond Fund of America Class R-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RAMCXAmerican Funds Short-Term Bond Fund of America Class R-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RAMEXAmerican Funds Short-Term Bond Fund of America Class R-4Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RAMFXAmerican Funds Short-Term Bond Fund of America Class R-5Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RAMHXAmerican Funds American Balanced Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAMTXAmerican Funds 2055 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RANAXAmerican Funds Strategic Bond Fund Class R-1Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANBXAmerican Funds Strategic Bond Fund Class R-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANCXAmerican Funds Strategic Bond Fund Class R-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANEXAmerican Funds Strategic Bond Fund Class R-4Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANFXAmerican Funds Strategic Bond Fund Class R-5Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANGXAmerican Funds Strategic Bond Fund Class R-6Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANHXAmerican Funds Strategic Bond Fund Class R-2EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANJXAmerican Funds Strategic Bond Fund Class R-5EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RANTXAmerican Funds 2060 Target Date Retirement Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RAQTXAmerican Funds 2065 Target Date Retirement Fund Class R-1Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RARPXAmerican Funds Retirement Income Portfolio - Conservative Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBAAXAmerican Funds Moderate Growth and Income Portfolio Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBABXAmerican Funds Moderate Growth and Income Portfolio Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBACXAmerican Funds Moderate Growth and Income Portfolio Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBAEXAmerican Funds Moderate Growth and Income Portfolio Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBAFXAmerican Funds Moderate Growth and Income Portfolio Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBAGXAmerican Funds Moderate Growth and Income Portfolio Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBATXAmerican Funds 2010 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBBEXAmerican Funds Moderate Growth and Income Portfolio Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBCTXAmerican Funds 2020 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBDTXAmerican Funds 2025 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEAXAmerican Funds 2010 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEBXAmerican Funds The Bond Fund of America Class R-2EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBEDXProxy ErrorMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEEXAmerican Funds 2030 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEFXAmerican Funds 2035 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEGXAmerican Funds Growth and Income Portfolio Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEHXAmerican Funds 2020 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEJXAmerican Funds 2015 Target Date Retirement Fund Class R-2EMutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
RBEKXAmerican Funds 2040 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEMXAmerican Funds 2055 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBENXAmerican Funds 2060 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBEOXAmerican Funds 2065 Target Date Retirement Fund Class R-2EMutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBETXAmerican Funds 2030 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBFAXAmerican Funds The Bond Fund of America Class R-1Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBFBXAmerican Funds The Bond Fund of America Class R-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBFCXAmerican Funds The Bond Fund of America Class R-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBFEXAmerican Funds The Bond Fund of America Class R-4Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBFFXAmerican Funds The Bond Fund of America Class R-5Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBFGXAmerican Funds The Bond Fund of America Class R-6Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBFHXAmerican Funds The Bond Fund of America Class R-5EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBFTXAmerican Funds 2035 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBGEXAmerican Funds Growth Portfolio Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RBHEXAmerican Funds 2050 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBHHXAmerican Funds 2045 Target Date Retirement Fund Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBHTXAmerican Funds 2045 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBITXAmerican Funds 2050 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBJTXAmerican Funds 2015 Target Date Retirement Fund Class R-2Mutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
RBKTXAmerican Funds 2040 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBMTXAmerican Funds 2055 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBNTXAmerican Funds 2060 Target Date Retirement Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBOAXAmerican Funds Intermediate Bond Fund of America Class R-1Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBOBXAmerican Funds Intermediate Bond Fund of America Class R-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBOCXAmerican Funds Intermediate Bond Fund of America Class R-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBOEXAmerican Funds Intermediate Bond Fund of America Class R-4Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBOFXAmerican Funds Intermediate Bond Fund of America Class R-5Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBOGXAmerican Funds Intermediate Bond Fund of America Class R-6Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBOHXAmerican Funds Intermediate Bond Fund of America Class R-5EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RBOTXAmerican Funds 2065 Target Date Retirement Fund Class R-2Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RBRPXAmerican Funds Retirement Income Portfolio - Moderate Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RCATXAmerican Funds 2010 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RCBAXAmerican Funds Corporate Bond Fund Class R-1Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCBBXAmerican Funds Corporate Bond Fund Class R-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCBCXAmerican Funds Corporate Bond Fund Class R-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCBDXAmerican Funds Corporate Bond Fund Class R-4Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCBEXAmerican Funds Corporate Bond Fund Class R-5Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCBFXAmerican Funds Corporate Bond Fund Class R-6Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCBGXAmerican Funds Corporate Bond Fund Class R-2EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCBHXProxy ErrorMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RCCTXAmerican Funds 2020 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RCDTXAmerican Funds 2025 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RCEBXAmerican Funds Capital World Bond Fund Class R-2EMutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RCEEXAmerican Funds Capital Income Builder Class R-2EMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RCETXAmerican Funds 2030 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 1.03%Analyze
RCFTXAmerican Funds 2035 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 1.04%Analyze
RCHTXAmerican Funds 2045 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 1.05%Analyze
RCITXAmerican Funds 2050 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 1.07%Analyze
RCJTXAmerican Funds 2015 Target Date Retirement Fund Class R-3Mutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
RCKTXAmerican Funds 2040 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 1.05%Analyze
RCMTXAmerican Funds 2055 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 1.07%Analyze
RCNTXAmerican Funds 2060 Target Date Retirement Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RCPTXAmerican Funds 2065 Target Date Retirement Fund Class R-3Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RCRPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RCWAXAmerican Funds Capital World Bond Fund Class R-1Mutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RCWBXAmerican Funds Capital World Bond Fund Class R-2Mutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RCWCXAmerican Funds Capital World Bond Fund Class R-3Mutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RCWEXAmerican Funds Capital World Bond Fund Class R-4Mutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RCWFXAmerican Funds Capital World Bond Fund Class R-5Mutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RCWGXAmerican Funds Capital World Bond Fund Class R-6Mutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RCWHXAmerican Funds Capital World Bond Fund Class R-5EMutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
RDATXAmerican Funds 2010 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RDBTXAmerican Funds 2015 Target Date Retirement Fund Class R-4Mutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
RDCTXAmerican Funds 2020 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RDDTXAmerican Funds 2025 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.71%Analyze
RDEGXAmerican Funds Developing World Growth and Income Fund Class R-2EMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RDETXAmerican Funds 2030 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.73%Analyze
RDFTXAmerican Funds 2035 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.74%Analyze
RDGTXAmerican Funds 2040 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.75%Analyze
RDHTXAmerican Funds 2045 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.75%Analyze
RDITXAmerican Funds 2050 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.77%Analyze
RDJTXAmerican Funds 2055 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.77%Analyze
RDKTXAmerican Funds 2060 Target Date Retirement Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.79%Analyze
RDLTXAmerican Funds 2065 Target Date Retirement Fund Class R-4Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RDRPXAmerican Funds Retirement Income Portfolio - Conservative Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RDWAXAmerican Funds Developing World Growth and Income Fund Class R-1Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RDWBXAmerican Funds Developing World Growth and Income Fund Class R-2Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RDWCXAmerican Funds Developing World Growth and Income Fund Class R-3Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RDWEXAmerican Funds Developing World Growth and Income Fund Class R-4Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RDWFXAmerican Funds Developing World Growth and Income Fund Class R-5Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RDWGXAmerican Funds Developing World Growth and Income Fund Class R-6Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RDWHXAmerican Funds Developing World Growth and Income Fund Class R-5EMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
REATXAmerican Funds 2010 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.39%Analyze
REBBXAmerican Funds Intermediate Bond Fund of America Class R-2EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
REBGXAmerican Funds Global Growth Portfolio Class R-2EMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RECTXAmerican Funds 2020 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.39%Analyze
REDTXAmerican Funds 2025 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.41%Analyze
REEBXAmerican Funds EuroPacific Growth Fund Class R-2EMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
REETXAmerican Funds 2030 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.43%Analyze
REFTXAmerican Funds 2035 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.44%Analyze
REGAXAmerican Funds Emerging Markets Bond Fund Class R-1Mutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGBXAmerican Funds Emerging Markets Bond Fund Class R-2Mutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGCXAmerican Funds Emerging Markets Bond Fund Class R-3Mutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGEXAmerican Funds Emerging Markets Bond Fund Class R-4Mutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGFXAmerican Funds Emerging Markets Bond Fund Class R-5Mutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGGXAmerican Funds Emerging Markets Bond Fund Class R-6Mutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGHXAmerican Funds Emerging Markets Bond Fund Class R-2EMutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGJXAmerican Funds Emerging Markets Bond Fund Class R-5EMutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
REGTXAmerican Funds 2040 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.45%Analyze
REHTXAmerican Funds 2045 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.46%Analyze
REITXAmerican Funds 2050 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.47%Analyze
REJTXAmerican Funds 2015 Target Date Retirement Fund Class R-5Mutual fund06/10/2023AlternativesOtherActively managed1.00 0.39%Analyze
REKTXAmerican Funds 2055 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.47%Analyze
REMTXAmerican Funds 2060 Target Date Retirement Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.49%Analyze
REOTXAmerican Funds 2065 Target Date Retirement Fund Class R-5Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RERAXAmerican Funds EuroPacific Growth Fund Class R-1Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RERBXAmerican Funds EuroPacific Growth Fund Class R-2Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RERCXAmerican Funds EuroPacific Growth Fund Class R-3Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
REREXAmerican Funds EuroPacific Growth Fund Class R-4Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RERFXAmerican Funds EuroPacific Growth Fund Class R-5Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RERGXAmerican Funds EuroPacific Growth Fund Class R-6Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RERHXProxy ErrorMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RERPXAmerican Funds Retirement Income Portfolio - Moderate Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RFDTXAmerican Funds 2025 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.36%Analyze
RFEBXAmerican Funds Fundamental Investors Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFETXAmerican Funds 2030 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.38%Analyze
RFFTXAmerican Funds 2035 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.39%Analyze
RFGTXAmerican Funds 2040 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.40%Analyze
RFHTXAmerican Funds 2045 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.40%Analyze
RFITXAmerican Funds 2050 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.41%Analyze
RFJTXAmerican Funds 2015 Target Date Retirement Fund Class R-6Mutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
RFKTXAmerican Funds 2055 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.42%Analyze
RFNAXAmerican Funds Fundamental Investors Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFNBXAmerican Funds Fundamental Investors Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFNCXAmerican Funds Fundamental Investors Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFNEXAmerican Funds Fundamental Investors Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFNFXAmerican Funds Fundamental Investors Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFNGXAmerican Funds Fundamental Investors Class R-6Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFNHXAmerican Funds Fundamental Investors Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RFRPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RFTTXAmerican Funds 2010 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.33%Analyze
RFUTXAmerican Funds 2060 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.44%Analyze
RFVTXAmerican Funds 2065 Target Date Retirement Fund Class R-6Mutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGAAXAmerican Funds The Growth Fund of America Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGABXAmerican Funds The Growth Fund of America Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGACXAmerican Funds The Growth Fund of America Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGAEXAmerican Funds The Growth Fund of America Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGAFXAmerican Funds The Growth Fund of America Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGAGXAmerican Funds The Growth Fund of America Class R-6Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGAHXAmerican Funds The Growth Fund of America Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGBBXAmerican Funds Global Balanced Fund Class R-2Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGBCXAmerican Funds Global Balanced Fund Class R-3Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGBEXAmerican Funds Global Balanced Fund Class R-4Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGBFXProxy ErrorMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGBGXAmerican Funds Global Balanced Fund Class R-6Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGBHXAmerican Funds Global Balanced Fund Class R-5EMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGBLXAmerican Funds Global Balanced Fund Class R-1Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGEBXAmerican Funds The Growth Fund of America Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGEVXAmerican Funds U.S. Government Securities Fund Class R-2EMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGGAXAmerican Funds Global Growth Portfolio Class R-1Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGGBXAmerican Funds Global Growth Portfolio Class R-2Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGGEXAmerican Funds Global Growth Portfolio Class R-4Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGGFXAmerican Funds Global Growth Portfolio Class R-5Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGGGXAmerican Funds Global Growth Portfolio Class R-6Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGGHXAmerican Funds Global Balanced Fund Class R-2EMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RGICXAmerican Funds International Growth and Income Fund Class R-3Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RGLAXAmerican Funds Global Insight Fund Class R-1Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLBXAmerican Funds Global Insight Fund Class R-2Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLCXAmerican Funds Global Growth Portfolio Class R-3Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLDXAmerican Funds Global Insight Fund Class R-3Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLEXAmerican Funds Global Insight Fund Class R-4Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLFXProxy ErrorMutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLGXAmerican Funds Global Insight Fund Class R-6Mutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLHXAmerican Funds Global Insight Fund Class R-2EMutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGLJXAmerican Funds Global Insight Fund Class R-5EMutual fund11/27/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGMFXAmerican Funds Preservation Portfolio Class R-5EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RGNAXAmerican Funds Growth and Income Portfolio Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGNBXAmerican Funds Growth and Income Portfolio Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGNEXAmerican Funds Growth and Income Portfolio Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGNFXAmerican Funds Growth and Income Portfolio Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGNGXAmerican Funds Growth and Income Portfolio Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.34%Analyze
RGOFXAmerican Funds Conservative Growth and Income Portfolio Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGPCXAmerican Funds Growth Portfolio Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGPFXAmerican Funds Moderate Growth and Income Portfolio Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGQFXAmerican Funds Growth and Income Portfolio Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGRPXAmerican Funds Retirement Income Portfolio - Conservative Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RGSFXAmerican Funds Growth Portfolio Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGTFXProxy ErrorMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RGVAXAmerican Funds U.S. Government Securities Fund Class R-1Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGVBXAmerican Funds U.S. Government Securities Fund Class R-2Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGVCXAmerican Funds U.S. Government Securities Fund Class R-3Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGVEXAmerican Funds U.S. Government Securities Fund Class R-4Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGVFXAmerican Funds U.S. Government Securities Fund Class R-5Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGVGXAmerican Funds U.S. Government Securities Fund Class R-6Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGVJXAmerican Funds U.S. Government Securities Fund Class R-5EMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RGWAXAmerican Funds Growth Portfolio Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGWBXAmerican Funds Growth Portfolio Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGWEXAmerican Funds Growth Portfolio Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGWFXAmerican Funds Growth Portfolio Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RGWGXAmerican Funds Growth Portfolio Class R-6Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RHATXAmerican Funds 2010 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RHBTXAmerican Funds 2015 Target Date Retirement Fund Class R-5EMutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
RHCTXAmerican Funds 2020 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RHDTXAmerican Funds 2025 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RHETXAmerican Funds 2030 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RHFTXAmerican Funds 2035 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.53%Analyze
RHGTXAmerican Funds 2040 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.54%Analyze
RHHTXAmerican Funds 2045 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.54%Analyze
RHITXAmerican Funds 2050 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.55%Analyze
RHJTXAmerican Funds 2055 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.56%Analyze
RHKTXAmerican Funds 2060 Target Date Retirement Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.79%Analyze
RHLTXAmerican Funds 2065 Target Date Retirement Fund Class R-5EMutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RHRPXAmerican Funds Retirement Income Portfolio - Moderate Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIBEXAmerican Funds Investment Company of America Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RICAXAmerican Funds Investment Company of America Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RICBXAmerican Funds Investment Company of America Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RICCXAmerican Funds Investment Company of America Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RICEXAmerican Funds Investment Company of America Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RICFXAmerican Funds Investment Company of America Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RICGXAmerican Funds Investment Company of America Class R-6Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RICHXAmerican Funds Investment Company of America Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RIDAXAmerican Funds The Income Fund of America Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIDBXAmerican Funds The Income Fund of America Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIDCXAmerican Funds The Income Fund of America Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIDEXAmerican Funds The Income Fund of America Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIDFXAmerican Funds The Income Fund of America Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIDGXAmerican Funds The Income Fund of America Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIDHXAmerican Funds The Income Fund of America Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIEBXAmerican Funds The Income Fund of America Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIGAXAmerican Funds International Growth and Income Fund Class R-1Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIGBXAmerican Funds International Growth and Income Fund Class R-2Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIGEXAmerican Funds International Growth and Income Fund Class R-4Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIGFXAmerican Funds International Growth and Income Fund Class R-5Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIGGXAmerican Funds International Growth and Income Fund Class R-6Mutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIGIXAmerican Funds International Growth and Income Fund Class R-5EMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIIEXAmerican Funds International Growth and Income Fund Class R-2EMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RILAXAmerican Funds Inflation Linked Bond Fund Class R-1Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
RILBXAmerican Funds Inflation Linked Bond Fund Class R-2Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
RILCXAmerican Funds Inflation Linked Bond Fund Class R-3Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
RILDXAmerican Funds Inflation Linked Bond Fund Class R-4Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
RILEXAmerican Funds Inflation Linked Bond Fund Class R-5Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
RILFXAmerican Funds Inflation Linked Bond Fund Class R-6Mutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.36%Analyze
RILGXAmerican Funds Inflation Linked Bond Fund Class R-2EMutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
RILHXAmerican Funds Inflation Linked Bond Fund Class R-5EMutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
RINBXAmerican Funds Conservative Growth and Income Portfolio Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RINEXAmerican Funds Conservative Growth and Income Portfolio Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RINFXAmerican Funds Conservative Growth and Income Portfolio Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RINGXAmerican Funds Conservative Growth and Income Portfolio Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RIRAXAmerican Funds Capital Income Builder Class R-1Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RIRBXAmerican Funds Capital Income Builder Class R-2Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RIRCXAmerican Funds Capital Income Builder Class R-3Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RIREXAmerican Funds Capital Income Builder Class R-4Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RIRFXAmerican Funds Capital Income Builder Class R-5Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RIRGXAmerican Funds Capital Income Builder Class R-6Mutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RIRHXAmerican Funds Capital Income Builder Class R-5EMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
RIRPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RITAXAmerican Funds American High-Income Trust Class R-1Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RITBXAmerican Funds American High-Income Trust Class R-2Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RITCXAmerican Funds American High-Income Trust Class R-3Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RITEXAmerican Funds American High-Income Trust Class R-4Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RITFXAmerican Funds American High-Income Trust Class R-5Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RITGXAmerican Funds American High-Income Trust Class R-6Mutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RITHXAmerican Funds American High-Income Trust Class R-5EMutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RIVAXAmerican Funds International Vantage Fund Class R-1Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIVDXAmerican Funds International Vantage Fund Class R-2Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIVGXAmerican Funds International Vantage Fund Class R-6Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIVHXAmerican Funds International Vantage Fund Class R-2EMutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIVIXAmerican Funds International Vantage Fund Class R-3Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIVJXAmerican Funds International Vantage Fund Class R-5EMutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIVKXAmerican Funds International Vantage Fund Class R-4Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RIVLXAmerican Funds International Vantage Fund Class R-5Mutual fund11/27/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
RJRPXAmerican Funds Retirement Income Portfolio - Conservative Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RKRPXAmerican Funds Retirement Income Portfolio - Moderate Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RLBAXAmerican Funds American Balanced Fund Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RLBBXAmerican Funds American Balanced Fund Class R-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RLBCXAmerican Funds American Balanced Fund Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.93%Analyze
RLBEXAmerican Funds American Balanced Fund Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.63%Analyze
RLBFXAmerican Funds American Balanced Fund Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.33%Analyze
RLBGXAmerican Funds American Balanced Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.28%Analyze
RLEFXAmerican Funds American Balanced Fund Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RLLGXAmerican Funds SMALLCAP World Fund Class R-6Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RLRPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RMAAXAmerican Funds Mortgage Fund Class R-1Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RMABXAmerican Funds Mortgage Fund Class R-2Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RMACXAmerican Funds Mortgage Fund Class R-3Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RMAEXAmerican Funds Mortgage Fund Class R-4Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RMAFXAmerican Funds Mortgage Fund Class R-5Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.36%Analyze
RMAGXAmerican Funds Mortgage Fund Class R-6Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.29%Analyze
RMAHXAmerican Funds Mortgage Fund Class R-5EMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RMBEXAmerican Funds Mortgage Fund Class R-2EMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
RMDNXAmerican Funds Multi-Sector Income Fund Class R-1Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMDOXAmerican Funds Multi-Sector Income Fund Class R-2Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMDPXAmerican Funds Multi-Sector Income Fund Class R-2EMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMDQXAmerican Funds Multi-Sector Income Fund Class R-3Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMDRXAmerican Funds Multi-Sector Income Fund Class R-4Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMDSXAmerican Funds Multi-Sector Income Fund Class R-5EMutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMDTXAmerican Funds Multi-Sector Income Fund Class R-5Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMDUXAmerican Funds Multi-Sector Income Fund Class R-6Mutual fund03/22/2019US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
RMEBXAmerican Funds American Mutual Fund Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RMFAXAmerican Funds American Mutual Fund Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RMFBXAmerican Funds American Mutual Fund Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RMFCXAmerican Funds American Mutual Fund Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RMFEXAmerican Funds American Mutual Fund Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RMFFXAmerican Funds American Mutual Fund Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RMFGXAmerican Funds American Mutual Fund Class R-6Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.30%Analyze
RMFHXAmerican Funds American Mutual Fund Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RMMGXAmerican Funds Short-Term Bond Fund of America Class R-6Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RMRPXAmerican Funds Retirement Income Portfolio - Conservative Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RNBEXAmerican Funds Conservative Growth and Income Portfolio Class R-2EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RNCAXAmerican Funds Conservative Growth and Income Portfolio Class R-1Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RNCCXAmerican Funds Conservative Growth and Income Portfolio Class R-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RNEBXAmerican Funds New World Fund Class R-2EMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RNGAXAmerican Funds The New Economy Fund Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNGBXAmerican Funds The New Economy Fund Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNGCXAmerican Funds The New Economy Fund Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNGEXAmerican Funds The New Economy Fund Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNGFXAmerican Funds The New Economy Fund Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNGGXProxy ErrorMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNGHXAmerican Funds The New Economy Fund Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNNEXAmerican Funds The New Economy Fund Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RNPAXAmerican Funds New Perspective Fund Class R-1Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RNPBXAmerican Funds New Perspective Fund Class R-2Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RNPCXAmerican Funds New Perspective Fund Class R-3Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RNPEXAmerican Funds New Perspective Fund Class R-4Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.80%Analyze
RNPFXAmerican Funds New Perspective Fund Class R-5Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.49%Analyze
RNPGXAmerican Funds New Perspective Fund Class R-6Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.45%Analyze
RNPHXProxy ErrorMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RNRPXAmerican Funds Retirement Income Portfolio - Moderate Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RNWAXAmerican Funds New World Fund Class R-1Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RNWBXAmerican Funds New World Fund Class R-2Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RNWCXAmerican Funds New World Fund Class R-3Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RNWEXAmerican Funds New World Fund Class R-4Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RNWFXAmerican Funds New World Fund Class R-5Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.68%Analyze
RNWGXAmerican Funds New World Fund Class R-6Mutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RNWHXAmerican Funds New World Fund Class R-5EMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
RPBEXAmerican Funds Preservation Portfolio Class R-2EMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RPEBXAmerican Funds New Perspective Fund Class R-2EMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RPPBXAmerican Funds Preservation Portfolio Class R-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RPPCXAmerican Funds Preservation Portfolio Class R-3Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RPPEXAmerican Funds Preservation Portfolio Class R-4Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RPPFXAmerican Funds Preservation Portfolio Class R-5Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RPPGXAmerican Funds Preservation Portfolio Class R-6Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RPPVXAmerican Funds Preservation Portfolio Class R-1Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
RPRPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-4Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RQRPXAmerican Funds Retirement Income Portfolio - Conservative Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RRCTXAmerican Funds 2020 Target Date Retirement Fund Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.34%Analyze
RROPXAmerican Funds Retirement Income Portfolio - Conservative Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RRPPXAmerican Funds Retirement Income Portfolio - Moderate Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RRQPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-5EMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RRRPXAmerican Funds Retirement Income Portfolio - Moderate Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RSEBXAmerican Funds SMALLCAP World Fund Class R-2EMutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RSLAXAmerican Funds SMALLCAP World Fund Class R-1Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RSLBXAmerican Funds SMALLCAP World Fund Class R-2Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RSLCXAmerican Funds SMALLCAP World Fund Class R-3Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RSLDXAmerican Funds SMALLCAP World Fund Class R-5EMutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RSLEXAmerican Funds SMALLCAP World Fund Class R-4Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RSLFXAmerican Funds SMALLCAP World Fund Class R-5Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
RTEHXAmerican Funds American High-Income Trust Class R-2EMutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
RTRPXAmerican Funds Retirement Income Portfolio - Conservative Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RURPXAmerican Funds Retirement Income Portfolio - Moderate Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RVRPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-6Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
RWBEXAmerican Funds Capital World Growth and Income Fund Class R-2EMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWEBXAmerican Funds Washington Mutual Investors Fund Class R-2EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RWIAXAmerican Funds Capital World Growth and Income Fund Class R-1Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWIBXAmerican Funds Capital World Growth and Income Fund Class R-2Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWICXAmerican Funds Capital World Growth and Income Fund Class R-3Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWIEXAmerican Funds Capital World Growth and Income Fund Class R-4Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWIFXAmerican Funds Capital World Growth and Income Fund Class R-5Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWIGXAmerican Funds Capital World Growth and Income Fund Class R-6Mutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWIHXAmerican Funds Capital World Growth and Income Fund Class R-5EMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
RWMAXAmerican Funds Washington Mutual Investors Fund Class R-1Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RWMBXAmerican Funds Washington Mutual Investors Fund Class R-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RWMCXAmerican Funds Washington Mutual Investors Fund Class R-3Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RWMEXAmerican Funds Washington Mutual Investors Fund Class R-4Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RWMFXAmerican Funds Washington Mutual Investors Fund Class R-5Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RWMGXAmerican Funds Washington Mutual Investors Fund Class R-6Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RWMHXAmerican Funds Washington Mutual Investors Fund Class R-5EMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
RXRPXAmerican Funds Retirement Income Portfolio - Enhanced Class R-5Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
SBFFXAmerican Funds Short-Term Bond Fund of America Class F-2Mutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
SCWCXAmerican Funds SMALLCAP World Fund Class CMutual fund04/30/1990Global Equity GlobalSmall capActively managed1.00 1.84%Analyze
SCWFXAmerican Funds SMALLCAP World Fund Class F-1Mutual fund04/30/1990Global Equity GlobalSmall capActively managed1.00 1.09%Analyze
SFCWXAmerican Funds SMALLCAP World Fund Class F-3Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
SFTEXAmerican Funds Short-Term Tax Exempt Bond Fund Class F-3Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
SMCFXAmerican Funds SMALLCAP World Fund Class F-2Mutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
SMCWXAmerican Funds SMALLCAP World Fund Class AMutual fund04/30/1990Global Equity GlobalSmall capActively managed1.00 1.04%Analyze
TAACXAmerican Funds College 2021 Fund - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TABBXAmerican Funds Corporate Bond Fund - Class 529-TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TABFXAmerican Balanced Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TACMXAMCAP Fund - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TAFAXAmerican Funds College 2027 Fund - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TAFBXAmerican Balanced Fund - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TAFCXAmerican Funds College 2030 Fund - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TAFEXAmerican Funds Retirement Income Portfolio Series - Enhanced - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TAFFXThe Growth Fund of America - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TAFMXAmerican Mutual Fund - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TAFNXAmerican Funds Retirement Income Portfolio Series - Moderate - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TAFSXAmerican Funds Short-Term Tax-Exempt Bond Fund - Class TMutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TAFTXAmerican Funds Tax-Exempt Fund of California Class AMutual fund10/28/1986US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.60%Analyze
TAHHXAmerican High-Income Municipal Bond Fund - Class TMutual fund06/10/2023US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.00%Analyze
TAHIXAmerican High-Income Trust - Class TMutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
TAIAXAmerican Funds Tax-Aware Conservative Growth and Income Portfolio Class AMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.72%Analyze
TAICXAmerican Funds Tax-Aware Conservative Growth and Income Portfolio Class CMutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 1.42%Analyze
TAIFXAmerican Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1Mutual fund05/18/2012Asset AllocationUSModerateActively managed1.00 0.73%Analyze
TAIHXAmerican High-Income Trust - Class 529-TMutual fund06/10/2023US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
TAMCXAMCAP Fund - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TAMFXAmerican Mutual Fund - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TATAXAmerican Funds Tax-Advantaged Growth and Income Portfolio - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TATEXAmerican Funds Tax-Exempt Fund of New York - Class TMutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TBBPXAmerican Funds Moderate Growth and Income Portfolio - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TBFFXThe Bond Fund of America - Class TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TBPBXAmerican Funds Moderate Growth and Income Portfolio - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TCADXAmerican Funds College Enrollment Fund - Class 529-TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TCAFXAmerican Funds College 2024 Fund - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TCATXAmerican Funds College 2039 Fund Class 529-TMutual fund01/04/2021Actively managed1.00 0.00%Analyze
TCBBXCapital Income Builder - Class 529-TMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
TCDTXAmerican Funds College Fund 2036 Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TCFFXAmerican Funds College 2033 Fund - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TCIBXCapital Income Builder - Class TMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
TCWGXCapital World Growth and Income Fund - Class TMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
TCWWXCapital World Growth and Income Fund - Class 529-TMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
TDAMXAmerican Funds 2020 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDFHXAmerican Funds 2035 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDFMXAmerican Funds 2030 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDFOXAmerican Funds 2040 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDFUXAmerican Funds 2045 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDFWXAmerican Funds 2055 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDFYXAmerican Funds 2050 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDLMXAmerican Funds 2025 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDMMXAmerican Funds 2010 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDQMXAmerican Funds 2015 Target Date Retirement Fund - Class TMutual fund06/10/2023AlternativesOtherActively managed1.00 0.00%Analyze
TDSSXAmerican Funds 2060 Target Date Retirement Fund - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDTTXAmerican Funds 2065 Target Date Retirement Fund Class TMutual fund03/27/2020Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TDWGXAmerican Funds Developing World Growth and Income Fund - Class TMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
TEAFXAmerican Funds Tax-Exempt Bond Fund Class F2Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.39%Analyze
TEBCXAmerican Funds Tax-Exempt Bond Fund Class CMutual fund10/03/1979US Fixed Income Municipal bondsInvestment gradeActively managed1.00 1.32%Analyze
TEBMXAmerican Funds Emerging Markets Bond Fund - Class TMutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
TECCXAmerican Funds Tax-Exempt Fund of California Class CMutual fund10/28/1986US Fixed Income Municipal bondsInvestment gradeActively managed1.00 1.39%Analyze
TECFXAmerican Funds Tax-Exempt Fund of California Class F-1Mutual fund10/28/1986US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.73%Analyze
TEFEXAmerican Funds Tax-Exempt Fund of California Class F-2Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TENEXThe New Economy Fund - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TEPAXAmerican Funds Tax-Exempt Preservation Portfolio Class AMutual fund05/18/2012US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.73%Analyze
TEPCXAmerican Funds Tax-Exempt Preservation Portfolio Class CMutual fund05/18/2012US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TEPFXAmerican Funds Tax-Exempt Preservation Portfolio Class F-1Mutual fund05/18/2012US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.75%Analyze
TEUGXEuroPacific Growth Fund - Class 529-TMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
TEUPXEuroPacific Growth Fund - Class TMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
TFAAXThe Income Fund of America - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TFACXAmerican Funds Retirement Income Portfolio Series - Conservative - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TFBBXAmerican Funds Corporate Bond Fund - Class TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TFBFXThe Bond Fund of America - Class 529-TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TFBGXAmerican Funds Global Balanced Fund - Class 529-TMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
TFEBXAmerican Funds Tax Exempt Bond Fund Class F-3Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TFFFXAmerican Funds Fundamental Investors - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TFGAXThe Growth Fund of America - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TFGBXAmerican Funds Global Balanced Fund - Class TMutual fund06/10/2023Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
TFMFXAmerican Funds Mortgage Fund - Class TMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
TFNYXAmerican Funds Tax-Exempt Fund of New York Class F-3Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TFSBXAmerican Funds Strategic Bond Fund - Class TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TGAGXInternational Growth and Income Fund - Class 529-TMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
TGAIXInternational Growth and Income Fund - Class TMutual fund06/10/2023Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
TGGGXAmerican Funds Growth and Income Portfolio - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TGGPXAmerican Funds Growth Portfolio - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TGPPXAmerican Funds Global Growth Portfolio - Class 529-TMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
TGXIXAmerican Funds Growth and Income Portfolio - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TIACXThe Investment Company of America - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TIAFXThe Income Fund of America - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TIBBXIntermediate Bond Fund of America - Class TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TICAXThe Investment Company of America - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TIIBXIntermediate Bond Fund of America - Class 529-TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TIIIXAmerican Funds Fundamental Investors - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TILBXAmerican Funds Inflation Linked Bond Fund - Class TMutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
TLIBXAmerican Funds Inflation Linked Bond Fund - Class 529-TMutual fund06/10/2023US Fixed Income U.S. treasury bondsInflation-ProtectedActively managed1.00 0.00%Analyze
TLLLXThe Tax-Exempt Bond Fund of America - Class TMutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TLTTXLimited Term Tax-Exempt Bond Fund of America - Class TMutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TMEBXAmerican Funds Emerging Markets Bond Fund - Class 529-TMutual fund06/10/2023Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
TMFMXAmerican Funds Mortgage Fund - Class 529-TMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
TMWMXWashington Mutual Investors Fund - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TNEEXThe New Economy Fund - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TNPFXNew Perspective Fund - Class TMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
TNWFXNew World Fund, Inc. - Class TMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
TPAPXAmerican Funds Preservation Portfolio - Class 529-TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TPGGXAmerican Funds Global Growth Portfolio - Class TMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
TPGTXAmerican Funds Growth Portfolio - Class 529-TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TPNFXNew Perspective Fund - Class 529-TMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
TPPPXAmerican Funds Preservation Portfolio - Class TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TPTPXAmerican Funds Conservative Growth and Income Portfolio - Class 529-TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TSFBXAmerican Funds Strategic Bond Fund - Class 529-TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TSFFXSMALLCAP World Fund, Inc. - Class TMutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
TSTBXShort-Term Bond Fund of America - Class TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TSUGXThe American Funds Income Series - U.S. Government Securities Fund - Class 529-TMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
TTCAXThe Tax-Exempt Fund of California - Class TMutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TTEPXAmerican Funds Tax-Exempt Preservation Portfolio - Class TMutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
TTPPXAmerican Funds Conservative Growth and Income Portfolio - Class TMutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.00%Analyze
TTSBXShort-Term Bond Fund of America - Class 529-TMutual fund06/10/2023US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
TUSGXThe American Funds Income Series - U.S. Government Securities Fund - Class TMutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
TWCBXCapital World Bond Fund - Class 529-TMutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
TWCWXCapital World Bond Fund - Class TMutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
TWDGXAmerican Funds Developing World Growth and Income Fund - Class 529-TMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
TWMMXWashington Mutual Investors Fund - Class TMutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
TWNFXNew World Fund, Inc. - Class 529-TMutual fund06/10/2023Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
TWSFXSMALLCAP World Fund, Inc. - Class 529-TMutual fund06/10/2023Global Equity GlobalSmall capActively managed1.00 0.00%Analyze
TXEFXAmerican Funds Tax-Exempt Preservation Portfolio Class F-2Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.47%Analyze
TXIFXAmerican Funds Tax-Aware Conservative Growth and Income Portfolio Class F-2Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.47%Analyze
TYEFXAmerican Funds Tax-Exempt Preservation Portfolio Class F-3Mutual fund06/10/2023US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.37%Analyze
TYIFXAmerican Funds Tax-Aware Conservative Growth and Income Portfolio Class F-3Mutual fund06/10/2023Asset AllocationUSModerateActively managed1.00 0.36%Analyze
UGSCXAmerican Funds U.S. Government Securities Fund Class CMutual fund10/17/1985US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 1.42%Analyze
UGSFXAmerican Funds U.S. Government Securities Fund Class F-1Mutual fund10/17/1985US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.66%Analyze
USGFXAmerican Funds U.S. Government Securities Fund Class F-3Mutual fund06/10/2023US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
WBFFXAmerican Funds Capital World Bond Fund Class F-1Mutual fund08/04/1987Global Fixed IncomeGlobalBroad marketActively managed1.00 0.91%Analyze
WFBFXAmerican Funds Capital World Bond Fund Class F-3Mutual fund06/10/2023Global Fixed IncomeGlobalBroad marketActively managed1.00 0.00%Analyze
WGIFXProxy ErrorMutual fund06/10/2023Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
WMFFXAmerican Funds Washington Mutual Investors Fund Class F-2Mutual fund06/10/2023US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
WSHCXAmerican Funds Washington Mutual Investors Fund Class CMutual fund07/31/1952US Equity Broad marketLarge capActively managed1.00 1.37%Analyze
WSHFXAmerican Funds Washington Mutual Investors Fund Class F-1Mutual fund07/31/1952US Equity Broad marketLarge capActively managed1.00 0.66%Analyze
TOTAL1127

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