Funds Offered by  

33 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
AQLGXAlta Quality Growth Fund Institutional SharesMutual fund12/19/2018US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CAPPXCanterbury Portfolio Thermostat Fund - Investor SharesMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CAPTXCanterbury Portfolio Thermostat Fund Class I SharesMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
CCIIXCornerstone Capital Access Impact Fund Institutional ClassMutual fund09/25/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
DIVGXGuardian Dividend Growth Fund Class IMutual fund04/15/2019Global EquityGlobalLarge capActively managed1.00 0.95%Analyze
ESGEXReynders McVeigh Core Equity Fund Institutional SharesMutual fund03/29/2019US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FTHAXFuller & Thaler Behavioral Small-Cap Equity Fund A SharesMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
FTHFXFuller & Thaler Behavioral Small-Cap Equity Fund R6 SharesMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.75%Analyze
FTHNXFuller & Thaler Behavioral Small-Cap Equity Fund Investor SharesMutual fund09/08/2011US Equity Broad marketSmall capActively managed1.00 1.14%Analyze
FTHSXFuller & Thaler Behavioral Small-Cap Equity Fund Institutional SharesMutual fund09/08/2011US Equity Broad marketSmall capActively managed1.00 0.85%Analyze
FTMSXFuller & Thaler Behavioral Micro-Cap Equity Fund Institutional SharesMutual fund12/28/2018US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
FTSIXFuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional SharesMutual fund12/26/2018US EquityBroad marketMid capActively managed1.00 0.00%Analyze
FTVNXFuller & Thaler Behavioral Mid-Cap Value Fund Investor SharesMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 1.15%Analyze
FTVSXFuller & Thaler Behavioral Mid-Cap Value Fund Institutional SharesMutual fund12/21/2017US EquityBroad marketMid capActively managed1.00 0.00%Analyze
FTVZXFuller & Thaler Behavioral Mid-Cap Value Fund R6 SharesMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
FTXAXFuller & Thaler Behavioral Small-Cap Growth Fund A SharesMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
FTXCXFuller & Thaler Behavioral Small-Cap Growth Fund C SharesMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
FTXFXFuller & Thaler Behavioral Small-Cap Growth Fund R6 SharesMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
FTXNXFuller & Thaler Behavioral Small-Cap Growth Fund Investor SharesMutual fund12/21/2017US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
FTXSXFuller & Thaler Behavioral Small-Cap Growth Fund Institutional SharesMutual fund12/21/2017US Equity Broad marketSmall capActively managed1.00 0.99%Analyze
FTYCXFuller & Thaler Behavioral Small-Cap Equity Fund C SharesMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 1.75%Analyze
FTZAXFuller & Thaler Behavioral Unconstrained Equity Fund - A SharesMutual fund05/27/2021Actively managed1.00 0.00%Analyze
FTZCXFuller & Thaler Behavioral Unconstrained Equity Fund - C SharesMutual fund05/27/2021Actively managed1.00 0.00%Analyze
FTZFXFuller & Thaler Behavioral Unconstrained Equity Fund R6 SharesMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
FTZIXFuller & Thaler Behavioral Unconstrained Equity Fund Institutional SharesMutual fund12/26/2018US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
GFGEXGuardian Fundamental Global Equity Fund Institutional SharesMutual fund12/19/2019Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
MPGEXMeritage Growth Equity Fund Investor SharesMutual fund12/23/2013US Equity Broad marketLarge capActively managed1.00 1.28%Analyze
MPGIXMeritage Growth Equity Fund Institutional SharesMutual fund12/23/2013US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
MPYEXMeritage Yield-Focus Equity Fund Investor SharesMutual fund12/23/2013Asset AllocationUSModerateActively managed1.00 1.41%Analyze
MPYIXMeritage Yield-Focus Equity Fund Institutional SharesMutual fund12/23/2013Asset AllocationUSModerateActively managed1.00 0.00%Analyze
MVEBXMeritage Value Equity Fund Institutional SharesMutual fund12/23/2013US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
PAOIXPreserver Alternative Opportunities Fund Institutional SharesMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 1.53%Analyze
SAFFXHedeker Strategic Appreciation Fund Institutional SharesMutual fund06/15/2021Special Security TypesConvertible bondsActively managed1.00 0.00%Analyze
TOTAL33

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