SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
ACEAX | AB All China Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
ACEYX | AB All China Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSKX | AB Concentrated Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPRSX | AB Concentrated Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
SNEMX | AB Emerging Markets | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABKEX | AB Emerging Markets Multi-Asset K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABREX | AB Emerging Markets Multi-Asset R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GCEAX | AB Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
GCEYX | AB Global Core Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
GCECX | AB Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | X | Global Large-Stock Blend |
AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 3 | X | Large Growth |
ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 4 | V | Global Large-Stock Growth |
AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
ABVAX | AB Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVYX | AB Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVCX | AB Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVIX | AB Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVKX | AB Value K | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
ABVRX | AB Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Value |
GIGAX | abrdn Emerging Mkts Sust Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGCX | abrdn Emerging Mkts Sust Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGIX | abrdn Emerging Mkts Sust Ldrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIRRX | abrdn Emerging Mkts Sust Ldrs R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGSX | abrdn Emerging Mkts SustLdrs InstlSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
BJBIX | abrdn International Sust Ldrs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
JIEIX | abrdn International Sust Ldrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | X | Large Growth |
AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
CHUSX | Alger Global Focus A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
CHUCX | Alger Global Focus C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
AFGIX | Alger Global Focus I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
AFGZX | Alger Global Focus Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
ALGAX | Alger International Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
AFGPX | Alger International Focus B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ALGCX | Alger International Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
AIGIX | Alger International Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ALCZX | Alger International Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
AMGAX | Alger Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMCGX | Alger Mid Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMGCX | Alger Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMGOX | Alger Mid Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
ALMRX | Alger Mid Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AGIRX | Alger Mid Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
AMCZX | Alger Mid Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
ALSAX | Alger Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ALSCX | Alger Small Cap Growth B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
AGSCX | Alger Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
AASOX | Alger Small Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ALSRX | Alger Small Cap Growth Institutional I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ASIRX | Alger Small Cap Growth Institutional R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ASCYX | Alger Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
ASCZX | Alger Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
AISZX | Alger SmallCap Growth Institutional Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Growth |
SPECX | Alger Spectra A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
AAMOX | Alger Weatherbie Specialized Gr Prt I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ALMAX | Alger Weatherbie Specialized Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ALMCX | Alger Weatherbie Specialized Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASIMX | Alger Weatherbie Specialized Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASYMX | Alger Weatherbie Specialized Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASMZX | Alger Weatherbie Specialized Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQICX | Allspring Emerging Markets Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
SGRAX | Allspring Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
SGRKX | Allspring Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
WGFCX | Allspring Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
SGRNX | Allspring Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
SGRHX | Allspring Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STAFX | Allspring Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STDFX | Allspring Large Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STOFX | Allspring Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STNFX | Allspring Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
STFFX | Allspring Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
ACBEX | Allspring Managed Account Crb Em Cor Em | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKJAX | Allspring Premier Large Co Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
WFPDX | Allspring Premier Large Co Gr Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
EKJCX | Allspring Premier Large Co Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
EKJYX | Allspring Premier Large Co Gr Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
EKJFX | Allspring Premier Large Co Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Large Growth |
| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Utilities |
REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JRNY | ALPS Global Travel Beneficiaries ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Value |
SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SDOG | ALPS Sector Dividend Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Large Value |
INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Blend |
AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Blend |
BWLAX | American Beacon Bridgeway Lg Cp Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLCX | American Beacon Bridgeway Lg Cp Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLIX | American Beacon Bridgeway Lg Cp Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BRLVX | American Beacon Bridgeway Lg Cp Val R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLRX | American Beacon Bridgeway Lg Cp Val R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
BWLYX | American Beacon Bridgeway Lg Cp Val Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Value |
TIVFX | American Beacon EAM Int Small Cap Cl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
TOVIX | American Beacon EAM Int Small Cap R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
TOVYX | American Beacon EAM Int Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
SHXAX | American Beacon Shapiro Equity Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXCX | American Beacon Shapiro Equity Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | X | Large Value |
SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AIVOX | American Century International Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
AIOCX | American Century International Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ACIOX | American Century International Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
AIOIX | American Century International Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
AIORX | American Century International Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ANTMX | American Century Intl Sm-Md Cp G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
AMAHX | American Century Small Cap Dividend A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMALX | American Century Small Cap Dividend G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAFX | American Century Small Cap Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAEX | American Century Small Cap Dividend Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAJX | American Century Small Cap Dividend R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAKX | American Century Small Cap Dividend R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVNX | American Century Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVHX | American Century Small Cap Value G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ACVIX | American Century Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVIX | American Century Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVRX | American Century Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVGX | American Century Small Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVDX | American Century Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVYX | American Century Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASQAX | American Century Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQCX | American Century Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCQX | American Century Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQIX | American Century Small Company Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCRX | American Century Small Company R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQGX | American Century Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
BULIX | American Century Utilities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Utilities |
BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
TLESX | AMG GW&K Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TLEVX | AMG GW&K Emerging Markets Equity N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TLEIX | AMG GW&K Emerging Markets Equity Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TYWSX | AMG GW&K Emerging Wealth Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TYWVX | AMG GW&K Emerging Wealth Equity N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TYWIX | AMG GW&K Emerging Wealth Equity Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MBESX | AMG GW&K Global Allocation Fund Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
MBEAX | AMG GW&K Global Allocation Fund Class N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
MBEYX | AMG GW&K Global Allocation Fund Class Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Global Allocation |
MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
MECAX | AMG GW&K International Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
MECZX | AMG GW&K International Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
GWEIX | AMG GW&K Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
GWETX | AMG GW&K Small Cap Core N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
GWEZX | AMG GW&K Small Cap Core Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Small Blend |
MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Large Blend |
FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 2 | X | Large Blend |
ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Mid-Cap Value |
TQEIX | AMG TimesSquare Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TQENX | AMG TimesSquare Emerging Mkts Sm Cp N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TQEZX | AMG TimesSquare Emerging Mkts Sm Cp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TQTIX | AMG TimesSquare International SmallCap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TCMPX | AMG TimesSquare International SmallCap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TCMIX | AMG TimesSquare International SmallCap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
TSQIX | AMG TimesSquare Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSCPX | AMG TimesSquare Small Cap Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSCIX | AMG TimesSquare Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Global Large-Stock Value |
YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Natural Resources |
ARAIX | Ariel Fund Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARGFX | Ariel Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Growth |
ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Value |
APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Blend |
AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
CHGX | AXS Change Finance ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 10 | V | Large Blend |
NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BCANX | Baillie Gifford China A Shares Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGAEX | Baillie Gifford Global Alpha Equities 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Global Large-Stock Growth |
BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGLFX | Baillie Gifford Long Term Global Gr 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BSGLX | Baillie Gifford Long Term Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGLKX | Baillie Gifford Long Term Global Gr K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Large-Stock Growth |
BGGSX | Baillie Gifford US Equity Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BGGKX | Baillie Gifford US Equity Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BDAIX | Baron Durable Advantage Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BDAUX | Baron Durable Advantage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BDAFX | Baron Durable Advantage Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | X | Large Growth |
BEXIX | Baron Emerging Markets Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BEXUX | Baron Emerging Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BEXFX | Baron Emerging Markets Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BFTIX | Baron Fifth Avenue Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BFTUX | Baron Fifth Avenue Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BFTHX | Baron Fifth Avenue Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Large Growth |
BFIIX | Baron FinTech Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BFIUX | Baron FinTech R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BFINX | Baron FinTech Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 3 | X | Technology |
BFGIX | Baron Focused Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BFGUX | Baron Focused Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BFGFX | Baron Focused Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGAIX | Baron Global Advantage Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
BGLUX | Baron Global Advantage R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
BGAFX | Baron Global Advantage Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BHCHX | Baron Health Care Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHCUX | Baron Health Care R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHCFX | Baron Health Care Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BINIX | Baron International Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
BIGUX | Baron International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
BIGFX | Baron International Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Growth |
BNAIX | Baron New Asia Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BNAUX | Baron New Asia R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BNAFX | Baron New Asia Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
BIOIX | Baron Opportunity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BIOUX | Baron Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BIOPX | Baron Opportunity Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
BPTIX | Baron Partners Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
BPTUX | Baron Partners R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
BPTRX | Baron Partners Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
BRIIX | Baron Real Estate Income Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BRIUX | Baron Real Estate Income R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BRIFX | Baron Real Estate Income Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BREIX | Baron Real Estate Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BREUX | Baron Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BREFX | Baron Real Estate Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BSFIX | Baron Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BSCUX | Baron Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BSCFX | Baron Small Cap Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BTECX | Baron Technology Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
BTEUX | Baron Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
BTEEX | Baron Technology Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Technology |
BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | V | Large Value |
BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSKX | BlackRock Advantage Emerging Mkts K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CHILX | BlackRock China A Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHKLX | BlackRock China A Opportunities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BIDEX | BlackRock Defensive Advantage EM Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BADEX | BlackRock Defensive Advantage EM Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BKDEX | BlackRock Defensive Advantage EM K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MADCX | BlackRock Emerging Mkts Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MDDCX | BlackRock Emerging Mkts Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MCDCX | BlackRock Emerging Mkts Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MKDCX | BlackRock Emerging Mkts K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
MAEFX | BlackRock EuroFund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MDEFX | BlackRock EuroFund Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MCEFX | BlackRock EuroFund Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MKEFX | BlackRock Eurofund K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
MREFX | BlackRock EuroFund R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Europe Stock |
BECO | BlackRock Future Climate and Sus Eco ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
BMED | BlackRock Future Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Global Large-Stock Growth |
BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Global Large-Stock Growth |
BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Global Large-Stock Growth |
SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BIBHX | BlackRock International Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIBGX | BlackRock International Impact Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIKMX | BlackRock International Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BSUIX | BlackRock Sustainable Intntl Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
BSIAX | BlackRock Sustainable Intntl Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
BKSIX | BlackRock Sustainable Intntl Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
BESGX | BlackRock Sustainable US Growth Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BASGX | BlackRock Sustainable US Growth Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BSGKX | BlackRock Sustainable US Growth Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Mid-Cap Growth |
BKCI | BNY Mellon Concentrated Internatnl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGEAX | BNY Mellon Global Emerging Mkts - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGECX | BNY Mellon Global Emerging Mkts - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGIEX | BNY Mellon Global Emerging Mkts - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DGEYX | BNY Mellon Global Emerging Mkts - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BKGI | BNY Mellon Global Infras Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
DGLAX | BNY Mellon Global Stock - A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DGLCX | BNY Mellon Global Stock - C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DGLRX | BNY Mellon Global Stock - I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
DGLYX | BNY Mellon Global Stock - Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Global Large-Stock Growth |
BKIV | BNY Mellon Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Large Growth |
DISAX | BNY Mellon International Stock Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DISCX | BNY Mellon International Stock Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DISRX | BNY Mellon International Stock Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DISYX | BNY Mellon International Stock Fund Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
DREVX | BNY Mellon Large Cap Securities Inc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
DNLAX | BNY Mellon Natural Resources A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DLDCX | BNY Mellon Natural Resources C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DLDRX | BNY Mellon Natural Resources I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DLDYX | BNY Mellon Natural Resources Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
DWOAX | BNY Mellon Research Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DWOCX | BNY Mellon Research Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DWOIX | BNY Mellon Research Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DRYQX | BNY Mellon Research Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DREQX | BNY Mellon Research Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
DBMAX | BNY Mellon Sm/Md Cp Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
DBMCX | BNY Mellon Sm/Md Cp Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
SDSCX | BNY Mellon Sm/Md Cp Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
DBMYX | BNY Mellon Sm/Md Cp Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
DBMZX | BNY Mellon Sm/Md Cp Gr Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
SSETX | BNY Mellon Small Cap Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
SSYGX | BNY Mellon Small Cap Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
BKES | BNY Mellon Sustainable Glbl Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BKIS | BNY Mellon Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Foreign Large Blend |
DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
BKUS | BNY Mellon Sustainable US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 6 | V | Large Blend |
DTGRX | BNY Mellon Technology Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DTGCX | BNY Mellon Technology Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DGVRX | BNY Mellon Technology Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DTEYX | BNY Mellon Technology Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Technology |
DPUAX | BNY Mellon US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
DPUCX | BNY Mellon US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
DPUIX | BNY Mellon US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
DPUYX | BNY Mellon US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | X | Large Growth |
BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Blend |
BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Large Blend |
BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | V | Moderately Aggressive Allocation |
WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 7 | V | Large Blend |
WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
LEGDX | BrandywineGLOBAL - Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGEX | BrandywineGLOBAL - Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGFX | BrandywineGLOBAL - Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGGX | BrandywineGLOBAL - Small Cap Value Is | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGHX | BrandywineGLOBAL - Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
BIAVX | Brown Advisory Beutel GoodmanLg-CpValInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Large Value |
BVALX | Brown Advisory BeutelGoodmanLg-CpValInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Large Value |
BAQAX | Brown Advisory Emgerg Mkts Select Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BAFQX | Brown Advisory Emgerg Mkts Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BIAQX | Brown Advisory Emgerg Mkts Select Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BADAX | Brown Advisory Equity Income Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BAFDX | Brown Advisory Equity Income Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BIADX | Brown Advisory Equity Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BAFAX | Brown Advisory Flexible Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BAFFX | Brown Advisory Flexible Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BIAFX | Brown Advisory Flexible Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BAFWX | Brown Advisory Sustainable Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
BASVX | Brown Advisory Sustainable Val Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Value |
BISVX | Brown Advisory Sustainable Val Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 2 | V | Large Value |
BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
SROI | Calamos Antetokounmpo Global Sus Eqs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 6 | V | Global Large-Stock Blend |
SROAX | Calamos Antetokounmpo Sustainable Eqs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
SROCX | Calamos Antetokounmpo Sustainable Eqs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
SROIX | Calamos Antetokounmpo Sustainable Eqs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
SRORX | Calamos Antetokounmpo Sustainable Eqs R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 6 | V | Large Blend |
CEFAX | Calvert Emerging Markets Advancement A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
CEFIX | Calvert Emerging Markets Advancement I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CRFAX | Calvert Focused Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CRFCX | Calvert Focused Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CRFIX | Calvert Focused Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CRFRX | Calvert Focused Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Large Value |
CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
CCVAX | Calvert Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSCCX | Calvert Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSVIX | Calvert Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CALRX | Calvert Small-Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Large Blend |
CWSIX | Carillon Chartwell Small Cap Value Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
HRSCX | Carillon Eagle Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSCCX | Carillon Eagle Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSIIX | Carillon Eagle Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRRX | Carillon Eagle Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRSX | Carillon Eagle Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRYX | Carillon Eagle Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
CSSAX | Carillon Scout Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSJX | Carillon Scout Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
UMBHX | Carillon Scout Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSQX | Carillon Scout Small Cap R-3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSSX | Carillon Scout Small Cap R-5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSVX | Carillon Scout Small Cap R-6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CSSWX | Carillon Scout Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
CEMIX | Causeway Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
CEMVX | Causeway Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
CIISX | Causeway International Small Cap Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
CVISX | Causeway International Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Value |
QUAGX | CCM Core Impact Equity Fund Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
QAGIX | CCM Core Impact Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | V | Large Blend |
QUSVX | CCM Small/Mid-Cap Impct Val Fd Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
QSVIX | CCM Small/Mid-Cap Impct Val Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
CIPMX | Champlain Mid Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
CIPIX | Champlain Mid Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
CIPSX | Champlain Small Company Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CIPNX | Champlain Small Company Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CBSE | Changebridge Capital Sustainable Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Growth |
CACG | ClearBridge All Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Large Growth |
YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | V | Large Blend |
RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
LBGAX | ClearBridge Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGCX | ClearBridge Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGIX | ClearBridge Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LCMIX | ClearBridge Mid Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LCMRX | ClearBridge Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LMSAX | ClearBridge Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LMASX | ClearBridge Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LGASX | ClearBridge Small Cap FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMNSX | ClearBridge Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LISGX | ClearBridge Small Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
LMARX | ClearBridge Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
DVFAX | Cohen & Steers Alternative Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFCX | Cohen & Steers Alternative Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFIX | Cohen & Steers Alternative Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFRX | Cohen & Steers Alternative Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
DVFZX | Cohen & Steers Alternative Inc Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 16 | 0 | 17 | X | Global Allocation |
CSUAX | Cohen & Steers Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSUCX | Cohen & Steers Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSUIX | Cohen & Steers Global Infrastructure I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSURX | Cohen & Steers Global Infrastructure R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSUZX | Cohen & Steers Global Infrastructure Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CSFAX | Cohen & Steers Global Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSFCX | Cohen & Steers Global Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSSPX | Cohen & Steers Global Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GRSRX | Cohen & Steers Global Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSFZX | Cohen & Steers Global Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
CSRIX | Cohen & Steers Instl Realty Shares | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRFAX | Cohen & Steers International Realty A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFCX | Cohen & Steers International Realty C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFIX | Cohen & Steers International Realty I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFRX | Cohen & Steers International Realty R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRFZX | Cohen & Steers International Realty Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
MLOAX | Cohen & Steers MLP & Energy Opp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLOCX | Cohen & Steers MLP & Energy Opp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLOIX | Cohen & Steers MLP & Energy Opp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLORX | Cohen & Steers MLP & Energy Opp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLOZX | Cohen & Steers MLP & Energy Opp Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Large Value |
CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAECX | Columbia Acorn European C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEEX | Columbia Acorn European Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEYX | Columbia Acorn European Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAICX | Columbia Acorn International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CACRX | Columbia Acorn International R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAFAX | Columbia Acorn International Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CILRX | Columbia Acorn International Sel Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
LFFCX | Columbia Acorn International Sel C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ACFFX | Columbia Acorn International Sel Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CRIRX | Columbia Acorn International Sel Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CSIRX | Columbia Acorn International Sel Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ECON | Columbia Emerging Markets Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMRX | Columbia Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NGCCX | Columbia Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCRX | Columbia Greater China Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
INCO | Columbia India Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CGOLX | Columbia International Div Inc Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSRCX | Columbia International Div Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSGRX | Columbia International Div Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
LEGAX | Columbia Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CCGRX | Columbia Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
LEGCX | Columbia Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CLGEX | Columbia Large Cap Growth E | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
GEGTX | Columbia Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CLWFX | Columbia Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
CGFYX | Columbia Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
NFECX | Columbia Large Cap Growth Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CGWRX | Columbia Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
GAEGX | Columbia Large Cap Growth V | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Large Growth |
PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISKX | Columbia Pyrford International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISEX | Columbia Pyrford International Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRECX | Columbia Real Estate Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRSRX | Columbia Real Estate Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRED | Columbia Research Enhanced Rl Estt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
NSGAX | Columbia Select Large Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLSRX | Columbia Select Large Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NSGCX | Columbia Select Large Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NSEPX | Columbia Select Large Cap Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSPRX | Columbia Select Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SVMCX | Columbia Select Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSSZX | Columbia Select Small Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SSVIX | Columbia Select Small Cap Value Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
CSSYX | Columbia Select Small Cap Value Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SSVRX | Columbia Select Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
SHGTX | Columbia Seligman Global Tech A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CCHRX | Columbia Seligman Global Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SHTCX | Columbia Seligman Global Tech C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CSGZX | Columbia Seligman Global Tech Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SGTTX | Columbia Seligman Global Tech Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CGTYX | Columbia Seligman Global Tech Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SGTRX | Columbia Seligman Global Tech R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SEMI | Columbia Seligman Semiconductor&TechETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
SLMCX | Columbia Seligman Tech & Info A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCIOX | Columbia Seligman Tech & Info Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCICX | Columbia Seligman Tech & Info C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CCIZX | Columbia Seligman Tech & Info Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCMIX | Columbia Seligman Tech & Info Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CCOYX | Columbia Seligman Tech & Info Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
SCIRX | Columbia Seligman Tech & Info R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 4 | X | Technology |
CGOAX | Columbia Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CHHRX | Columbia Small Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CGOCX | Columbia Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CMSCX | Columbia Small Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSCRX | Columbia Small Cap Growth Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSGYX | Columbia Small Cap Growth Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CCRIX | Columbia Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
XLC | Communication Services Sel Sect SPDR®ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 3 | X | Communications |
XLY | Consumer Discret Sel Sect SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 3 | X | Consumer Cyclical |
XLP | Consumer Staples Select Sector SPDR® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
CFGIX | Cromwell Foresight Glbl Sust InfrasInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
LIMIX | Cromwell Tran Sustainable Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
LIMAX | Cromwell Tran Sustainable Focus Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
ESGIX | Dana Epiphany ESG Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
RPFCX | Davis Appreciation & Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
DCSCX | Davis Appreciation & Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
DCSYX | Davis Appreciation & Income Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 7 | X | Moderately Aggressive Allocation |
RPFGX | Davis Financial A | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DFFCX | Davis Financial C | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DVFYX | Davis Financial Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 0 | 6 | X | Financial |
DGFAX | Davis Global A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
DGFCX | Davis Global C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
DGFYX | Davis Global Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Global Large-Stock Blend |
DILAX | Davis International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
DILCX | Davis International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
DILYX | Davis International Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
NYVTX | Davis NY Venture A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NYVBX | Davis NY Venture B | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NYVCX | Davis NY Venture C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NYVRX | Davis NY Venture R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
DNVYX | Davis NY Venture Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
RPEAX | Davis Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
DGOCX | Davis Opportunity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
DGOYX | Davis Opportunity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 3 | 5 | X | Large Blend |
RPFRX | Davis Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DRECX | Davis Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DREYX | Davis Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
HDRO | Defiance Next Gen H2 ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Equity Energy |
IEYAX | Delaware Climate Solutions A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IEYCX | Delaware Climate Solutions C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IVEIX | Delaware Climate Solutions I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IYEFX | Delaware Climate Solutions R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IENRX | Delaware Climate Solutions R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
IEYYX | Delaware Climate Solutions Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Equity Energy |
DPREX | Delaware Global Listed Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRCX | Delaware Global Listed Real Assets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRSX | Delaware Global Listed Real Assets Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRRX | Delaware Global Listed Real Assets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
DPRDX | Delaware Global Listed Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
IREAX | Delaware Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRECX | Delaware Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRESX | Delaware Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRERX | Delaware Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRENX | Delaware Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IREYX | Delaware Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DLHAX | Delaware Healthcare A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DLHCX | Delaware Healthcare C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DLHIX | Delaware Healthcare I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DLRHX | Delaware Healthcare R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
DGGAX | Delaware International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGCX | Delaware International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGIX | Delaware International Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGGRX | Delaware International Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
DGRRX | Delaware International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJAX | Delaware Ivy International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJCX | Delaware Ivy International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJIX | Delaware Ivy International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJRX | Delaware Ivy International Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
IVJYX | Delaware Ivy International Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WMGAX | Delaware Ivy Mid Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WMGCX | Delaware Ivy Mid Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IYMIX | Delaware Ivy Mid Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WMGRX | Delaware Ivy Mid Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IGRFX | Delaware Ivy Mid Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WMGYX | Delaware Ivy Mid Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IGNAX | Delaware Ivy Natural Resources A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNCX | Delaware Ivy Natural Resources C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNIX | Delaware Ivy Natural Resources I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNRX | Delaware Ivy Natural Resources R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
INRSX | Delaware Ivy Natural Resources R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
IGNYX | Delaware Ivy Natural Resources Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
WSTAX | Delaware Ivy Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSTCX | Delaware Ivy Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
ISTIX | Delaware Ivy Science and Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSTRX | Delaware Ivy Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
ISTNX | Delaware Ivy Science and Technology R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSTYX | Delaware Ivy Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Technology |
WSGAX | Delaware Ivy Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WRGCX | Delaware Ivy Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
IYSIX | Delaware Ivy Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WSGRX | Delaware Ivy Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
IRGFX | Delaware Ivy Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WSCYX | Delaware Ivy Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
IPOAX | Delaware Ivy Systematic Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOCX | Delaware Ivy Systematic Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOIX | Delaware Ivy Systematic Em Mkts Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IYPCX | Delaware Ivy Systematic Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IMEGX | Delaware Ivy Systematic Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IPOYX | Delaware Ivy Systematic Em Mkts Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DFCIX | Delaware Mid Cap Growth Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DEEVX | Delaware Mid Cap Growth Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFDIX | Delaware Mid Cap Growth Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFRIX | Delaware Mid Cap Growth Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
DFZRX | Delaware Mid Cap Growth Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IRSAX | Delaware Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSCX | Delaware Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IREIX | Delaware Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSRX | Delaware Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSEX | Delaware Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRSYX | Delaware Real Estate Securities Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DSGDX | Delaware Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DSGEX | Delaware Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DSGGX | Delaware Small Cap Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DSGFX | Delaware Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
DEMZ | Democratic Large Cap Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
DESIX | DFA Em Mkts Sustnby Cor 1 Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 10 | 0 | V | Diversified Emerging Mkts |
DFGEX | DFA Global Real Estate Securities Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFITX | DFA International Real Estate Sec I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFJSX | DFA Japanese Small Company I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DFREX | DFA Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DHIIX | Diamond Hill International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
DHIAX | Diamond Hill International Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
DHIYX | Diamond Hill International Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Large Blend |
DHLTX | Diamond Hill Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
DHTAX | Diamond Hill Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
DHTYX | Diamond Hill Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Mid-Cap Value |
DHSIX | Diamond Hill Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DHSCX | Diamond Hill Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DHSYX | Diamond Hill Small Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
DHMIX | Diamond Hill Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
DHMAX | Diamond Hill Small-Mid Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
DHMYX | Diamond Hill Small-Mid Cap Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
DEHP | Dimensional Em Mkts High Prof ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | X | Diversified Emerging Mkts |
DFSE | Dimensional Emerging Mrkts Sstby Cr 1ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 10 | 0 | V | Diversified Emerging Mkts |
DFGR | Dimensional Global Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DFAR | Dimensional US Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
HJEN | Direxion Hydrogen ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
MOON | Direxion Moonshot Innovators ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
QQQE | Direxion NASDAQ-100® Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
WFH | Direxion Work From Home ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
DODFX | Dodge & Cox International Stock I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Foreign Large Value |
DOXFX | Dodge & Cox International Stock X | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 4 | X | Foreign Large Value |
DSEPX | Domini Impact Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DIEQX | Domini Impact Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DSEFX | Domini Impact Equity Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DSFRX | Domini Impact Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 9 | 16 | V | Large Growth |
DOMAX | Domini Impact International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DOMOX | Domini Impact International Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DOMIX | Domini Impact International Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DOMYX | Domini Impact International Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
LIFEX | Domini Sustainable Solutions Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Small/Mid Stock |
CAREX | Domini Sustainable Solutions Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Small/Mid Stock |
SDGAX | DWS Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGCX | DWS Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGTX | DWS Capital Growth Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGRX | DWS Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SDGZX | DWS Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
SCGSX | DWS Capital Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 8 | X | Large Growth |
COMAX | DWS Communications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
COMCX | DWS Communications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
COMZX | DWS Communications Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
COMSX | DWS Communications S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
SUIAX | DWS CROCI International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SUICX | DWS CROCI International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SUIIX | DWS CROCI International Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SUIRX | DWS CROCI International R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
SCINX | DWS CROCI International S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
DCUAX | DWS CROCI US A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUCX | DWS CROCI US C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUIX | DWS CROCI US Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUTX | DWS CROCI US R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCURX | DWS CROCI US R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
DCUSX | DWS CROCI US S | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 4 | X | Large Value |
SEKAX | DWS Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEKCX | DWS Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEKIX | DWS Emerging Markets Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEKRX | DWS Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
SEMGX | DWS Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
DURAX | DWS ESG International Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DURCX | DWS ESG International Core Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DURIX | DWS ESG International Core Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
DURSX | DWS ESG International Core Eq S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | V | Foreign Large Blend |
SUHAX | DWS Health and Wellness A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SUHCX | DWS Health and Wellness C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SUHIX | DWS Health and Wellness Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
SCHLX | DWS Health and Wellness S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Health |
TOLLX | DWS RREEF Global Infrastructure A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLCX | DWS RREEF Global Infrastructure C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLIX | DWS RREEF Global Infrastructure Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLZX | DWS RREEF Global Infrastructure R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
TOLSX | DWS RREEF Global Infrastructure S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RRGAX | DWS RREEF Global Real Estate Secc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGCX | DWS RREEF Global Real Estate Secc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGIX | DWS RREEF Global Real Estate Secc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGRX | DWS RREEF Global Real Estate Secc R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRGTX | DWS RREEF Global Real Estate Secc S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
RRRAX | DWS RREEF Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRCX | DWS RREEF Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRRX | DWS RREEF Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRSX | DWS RREEF Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRRZX | DWS RREEF Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RRREX | DWS RREEF Real Estate Securities S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SZCAX | DWS Small Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SZCCX | DWS Small Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SZCIX | DWS Small Cap Core Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SZCRX | DWS Small Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
SSLCX | DWS Small Cap Core S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
ERLGX | Eaton Vance Atlanta Capital Fcs Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EAALX | Eaton Vance Atlanta Capital Focused Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EAGCX | Eaton Vance Atlanta Capital Focused Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
EILGX | Eaton Vance Atlanta Capital Focused Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ESEAX | Eaton Vance Atlanta Capital Sel Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ESECX | Eaton Vance Atlanta Capital Sel Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ESEIX | Eaton Vance Atlanta Capital Sel Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
ESERX | Eaton Vance Atlanta Capital Sel Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Large Growth |
EACOX | Eaton Vance Emerg & Frntr Countrs Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EICOX | Eaton Vance Emerg & Frntr Countrs Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EFGAX | Eaton Vance Focused Global Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
EFGIX | Eaton Vance Focused Global Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Global Large-Stock Growth |
EAFGX | Eaton Vance Focused Growth Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
ECFGX | Eaton Vance Focused Growth Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
EIFGX | Eaton Vance Focused Growth Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 5 | X | Large Growth |
EAFVX | Eaton Vance Focused Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
ECFVX | Eaton Vance Focused Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
EIFVX | Eaton Vance Focused Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | X | Large Value |
ESVAX | Eaton Vance Global Small-Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ESVCX | Eaton Vance Global Small-Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
ESVIX | Eaton Vance Global Small-Cap Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
EVCGX | Eaton Vance Greater China Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ECCGX | Eaton Vance Greater China Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
EICGX | Eaton Vance Greater China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ETGIX | Eaton Vance Greater India A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
ECGIX | Eaton Vance Greater India C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
EGIIX | Eaton Vance Greater India I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
EILAX | Eaton Vance International Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
EILIX | Eaton Vance International Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ETEGX | Eaton Vance Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
ECSMX | Eaton Vance Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
EISGX | Eaton Vance Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
ERSGX | Eaton Vance Small-Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
EVSEX | Eaton Vance Special Equities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
ECSEX | Eaton Vance Special Equities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
EISEX | Eaton Vance Special Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Mid-Cap Growth |
ETMGX | Eaton Vance Tx-Mgd Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
ECMGX | Eaton Vance Tx-Mgd Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
EIMGX | Eaton Vance Tx-Mgd Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
ETHSX | Eaton Vance Worldwide Health Sci A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
ECHSX | Eaton Vance Worldwide Health Sci C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
EIHSX | Eaton Vance Worldwide Health Sci I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
ERHSX | Eaton Vance Worldwide Health Sci R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
EETAX | Ecofin Global Energy Transition A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
EETIX | Ecofin Global Energy Transition Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Global Large-Stock Blend |
ECOAX | Ecofin Global Renewables Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
ECOIX | Ecofin Global Renewables Infras Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
EBLU | Ecofin Global Water ESG | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
EGFIX | Edgewood Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
EGFFX | Edgewood Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Large Growth |
EGLBX | Elfun International Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Blend |
ELFNX | Elfun Trusts | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Growth |
MXOAX | Empower Ariel Mid Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
MXMCX | Empower Ariel Mid Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Mid-Cap Value |
MXENX | Empower Emerging Markets Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MXEOX | Empower Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MXSFX | Empower Real Estate Index Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MXREX | Empower Real Estate Index Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RITA | ETFB Green SRI REITs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
ETHO | Etho Climate Leadership US ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 9 | 4 | V | Mid-Cap Growth |
ETADX | Eventide Dividend Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETCDX | Eventide Dividend Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETIDX | Eventide Dividend Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETNDX | Eventide Dividend Opportunities N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
ETAEX | Eventide Exponential Technologies A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETCEX | Eventide Exponential Technologies C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETIEX | Eventide Exponential Technologies I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETNEX | Eventide Exponential Technologies N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Technology |
ETAGX | Eventide Gilead A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETCGX | Eventide Gilead C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETILX | Eventide Gilead I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETGLX | Eventide Gilead N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Growth |
ETAHX | Eventide Healthcare & Life Sciences A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETCHX | Eventide Healthcare & Life Sciences C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETIHX | Eventide Healthcare & Life Sciences I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETNHX | Eventide Healthcare & Life Sciences N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
ETLAX | Eventide Large Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
ETLCX | Eventide Large Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
ETLIX | Eventide Large Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
ETLNX | Eventide Large Cap Focus N | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Large Blend |
VSFAX | Federated Hermes Clover Small Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
VSFCX | Federated Hermes Clover Small Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
VSFIX | Federated Hermes Clover Small Value IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
VSFRX | Federated Hermes Clover Small Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
VSFSX | Federated Hermes Clover Small Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
PIEFX | Federated Hermes Emerging Markets Eq IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FRIEX | Federated Hermes Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FHGIX | Federated Hermes Global Equity IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Global Large-Stock Blend |
FGERX | Federated Hermes Global Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 7 | V | Global Large-Stock Blend |
PIGDX | Federated Hermes International Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
REIGX | Federated Hermes International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
FIDPX | Federated Hermes Intl Dividend Strategy | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
IVFAX | Federated Hermes Intl Strat Val Div A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
IVFCX | Federated Hermes Intl Strat Val Div C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
IVFIX | Federated Hermes Intl Strat Val Div IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
IVFLX | Federated Hermes Intl Strat Val Div R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
KAUAX | Federated Hermes Kaufmann A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Mid-Cap Growth |
KAUCX | Federated Hermes Kaufmann C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Mid-Cap Growth |
KAUIX | Federated Hermes Kaufmann IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Mid-Cap Growth |
KLCAX | Federated Hermes Kaufmann Large Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
KLCCX | Federated Hermes Kaufmann Large Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
KLCIX | Federated Hermes Kaufmann Large Cap IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
KLCKX | Federated Hermes Kaufmann Large Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
KLCSX | Federated Hermes Kaufmann Large Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
KAUFX | Federated Hermes Kaufmann R | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Mid-Cap Growth |
FKASX | Federated Hermes Kaufmann Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FKCSX | Federated Hermes Kaufmann Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FKAIX | Federated Hermes Kaufmann Small Cap IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FKKSX | Federated Hermes Kaufmann Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
FKALX | Federated Hermes Kaufmann Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
QASGX | Federated Hermes MDT Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
QCSGX | Federated Hermes MDT Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
QISGX | Federated Hermes MDT Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
QLSGX | Federated Hermes MDT Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Growth |
FHEQX | Federated Hermes SDG Engagement Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHESX | Federated Hermes SDG Engagement Eq IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
FHERX | Federated Hermes SDG Engagement Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Small/Mid Stock |
SVAAX | Federated Hermes Strategic Value Div A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Value |
SVACX | Federated Hermes Strategic Value Div C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Value |
SVAIX | Federated Hermes Strategic Value Div IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Value |
SVALX | Federated Hermes Strategic Value Div R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 4 | X | Large Value |
FBTAX | Fidelity Advisor® Biotechnology A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FBTCX | Fidelity Advisor® Biotechnology C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FBTIX | Fidelity Advisor® Biotechnology I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FBTTX | Fidelity Advisor® Biotechnology M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FIJYX | Fidelity Advisor® Biotechnology Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FHKAX | Fidelity Advisor® China Region A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FCHKX | Fidelity Advisor® China Region C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FHKIX | Fidelity Advisor® China Region I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FHKTX | Fidelity Advisor® China Region M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FIQFX | Fidelity Advisor® China Region Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FGDMX | Fidelity Advisor® Communication Svcs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FGHMX | Fidelity Advisor® Communication Svcs C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FGJMX | Fidelity Advisor® Communication Svcs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FGEMX | Fidelity Advisor® Communication Svcs M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FGKMX | Fidelity Advisor® Communication Svcs Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FEDAX | Fidelity Advisor® Emerg Mkts Discv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEDGX | Fidelity Advisor® Emerg Mkts Discv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEDIX | Fidelity Advisor® Emerg Mkts Discv I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEDTX | Fidelity Advisor® Emerg Mkts Discv M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FIQGX | Fidelity Advisor® Emerg Mkts Discv Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEAAX | Fidelity Advisor® Emerging Asia A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
FERCX | Fidelity Advisor® Emerging Asia C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
FERIX | Fidelity Advisor® Emerging Asia I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
FEATX | Fidelity Advisor® Emerging Asia M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
FIQPX | Fidelity Advisor® Emerging Asia Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
FEDMX | Fidelity Advisor® Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEMMX | Fidelity Advisor® Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FECMX | Fidelity Advisor® Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEQMX | Fidelity Advisor® Emerging Markets M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FZEMX | Fidelity Advisor® Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FAFDX | Fidelity Advisor® Financials A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 5 | X | Financial |
FAFCX | Fidelity Advisor® Financials C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 5 | X | Financial |
FFSIX | Fidelity Advisor® Financials I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 5 | X | Financial |
FAFSX | Fidelity Advisor® Financials M | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 5 | X | Financial |
FIKBX | Fidelity Advisor® Financials Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 5 | X | Financial |
FAMKX | Fidelity Advisor® Focused Em Mkts A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FMCKX | Fidelity Advisor® Focused Em Mkts C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FIMKX | Fidelity Advisor® Focused Em Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FTMKX | Fidelity Advisor® Focused Em Mkts M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FZAEX | Fidelity Advisor® Focused Em Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FFGAX | Fidelity Advisor® Global Commodity Stk A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FCGCX | Fidelity Advisor® Global Commodity Stk C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FFGIX | Fidelity Advisor® Global Commodity Stk I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FFGTX | Fidelity Advisor® Global Commodity Stk M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FIQRX | Fidelity Advisor® Global Commodity Stk Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FWRAX | Fidelity Advisor® Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FWRCX | Fidelity Advisor® Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FWRIX | Fidelity Advisor® Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FWRTX | Fidelity Advisor® Global Real Estate M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FIKKX | Fidelity Advisor® Global Real Estate Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FGDAX | Fidelity Advisor® Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGDCX | Fidelity Advisor® Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGDIX | Fidelity Advisor® Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGDTX | Fidelity Advisor® Gold M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FIJDX | Fidelity Advisor® Gold Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FACDX | Fidelity Advisor® Health Care A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
FHCCX | Fidelity Advisor® Health Care C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
FHCIX | Fidelity Advisor® Health Care I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
FACTX | Fidelity Advisor® Health Care M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
FIKCX | Fidelity Advisor® Health Care Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
FAPJX | Fidelity Advisor® Healthy Future A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPKX | Fidelity Advisor® Healthy Future C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPMX | Fidelity Advisor® Healthy Future I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPLX | Fidelity Advisor® Healthy Future M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FAPNX | Fidelity Advisor® Healthy Future Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FIRAX | Fidelity Advisor® Intl Real Estate A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIRCX | Fidelity Advisor® Intl Real Estate C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIRIX | Fidelity Advisor® Intl Real Estate I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIRTX | Fidelity Advisor® Intl Real Estate M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FIKLX | Fidelity Advisor® Intl Real Estate Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FOPAX | Fidelity Advisor® Intl Sm Cap Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FOPCX | Fidelity Advisor® Intl Sm Cap Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FOPIX | Fidelity Advisor® Intl Sm Cap Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FOPTX | Fidelity Advisor® Intl Sm Cap Opps M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FIQJX | Fidelity Advisor® Intl Sm Cap Opps Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FIASX | Fidelity Advisor® Intl Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FICSX | Fidelity Advisor® Intl Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FIXIX | Fidelity Advisor® Intl Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FTISX | Fidelity Advisor® Intl Small Cap M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FIQIX | Fidelity Advisor® Intl Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FPJAX | Fidelity Advisor® Japan A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FJPCX | Fidelity Advisor® Japan C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FJPIX | Fidelity Advisor® Japan I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FJPTX | Fidelity Advisor® Japan M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FIQLX | Fidelity Advisor® Japan Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FLFAX | Fidelity Advisor® Latin America A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLFCX | Fidelity Advisor® Latin America C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLFIX | Fidelity Advisor® Latin America I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLFTX | Fidelity Advisor® Latin America M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FIQMX | Fidelity Advisor® Latin America Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FMFAX | Fidelity Advisor® Materials A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FMFCX | Fidelity Advisor® Materials C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FMFEX | Fidelity Advisor® Materials I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FMFTX | Fidelity Advisor® Materials M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FIJFX | Fidelity Advisor® Materials Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FELAX | Fidelity Advisor® Semiconductors A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FELCX | Fidelity Advisor® Semiconductors C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FELIX | Fidelity Advisor® Semiconductors I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FELTX | Fidelity Advisor® Semiconductors M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FIKGX | Fidelity Advisor® Semiconductors Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FSWAX | Fidelity Advisor® Sustainable EM Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSYKX | Fidelity Advisor® Sustainable EM Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSZIX | Fidelity Advisor® Sustainable EM Eq I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSYNX | Fidelity Advisor® Sustainable EM Eq M | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSZZX | Fidelity Advisor® Sustainable EM Eq Z | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSQAX | Fidelity Advisor® Sustainable Intl Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSYCX | Fidelity Advisor® Sustainable Intl Eq C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSQIX | Fidelity Advisor® Sustainable Intl Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSYMX | Fidelity Advisor® Sustainable Intl Eq M | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSQZX | Fidelity Advisor® Sustainable Intl Eq Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FADTX | Fidelity Advisor® Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
FTHCX | Fidelity Advisor® Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
FATIX | Fidelity Advisor® Technology I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
FATEX | Fidelity Advisor® Technology M | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
FIKHX | Fidelity Advisor® Technology Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
FTUAX | Fidelity Advisor® Telecommunications A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUCX | Fidelity Advisor® Telecommunications C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUIX | Fidelity Advisor® Telecommunications I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FTUTX | Fidelity Advisor® Telecommunications M | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FIJGX | Fidelity Advisor® Telecommunications Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FUGAX | Fidelity Advisor® Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FUGCX | Fidelity Advisor® Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FUGIX | Fidelity Advisor® Utilities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FAUFX | Fidelity Advisor® Utilities M | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FIKIX | Fidelity Advisor® Utilities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FEMKX | Fidelity Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FKEMX | Fidelity Emerging Markets K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FSSGX | Fidelity SAI Sustainable Em Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSSEX | Fidelity SAI Sustainable Intl Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FSYJX | Fidelity Sustainable Emerging Markets Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSYRX | Fidelity Sustainable International Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | V | Foreign Large Blend |
FARMX | Fidelity® Agricultural Productivity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Natural Resources |
FHKCX | Fidelity® China Region | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FRNW | Fidelity® Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
FCLD | Fidelity® Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
FDHT | Fidelity® Digital Health ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FDCF | Fidelity® Disruptive Communications ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Communications |
FDFF | Fidelity® Disruptive Finance ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Financial |
FMED | Fidelity® Disruptive Medicine ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FDTX | Fidelity® Disruptive Technology ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
FDRV | Fidelity® Elctrc Vhcls & Ftr Trnsptn ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Industrials |
FSEAX | Fidelity® Emerging Asia | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Pacific/Asia ex-Japan Stk |
FEDDX | Fidelity® Emerging Markets Discovery | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDEM | Fidelity® Emerging Markets Mltfct ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FFGCX | Fidelity® Global Commodity Stock | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FAPHX | Fidelity® Healthy Future | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Growth |
FNSTX | Fidelity® Infrastructure | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
FISMX | Fidelity® International Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
FSCOX | Fidelity® International Small Cap Opp | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FIREX | Fidelity® Intl Real Estate | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
FJPNX | Fidelity® Japan | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Japan Stock |
FJSCX | Fidelity® Japan Smaller Companies | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
FLATX | Fidelity® Latin America | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FMET | Fidelity® Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
FCOM | Fidelity® MSCI Communication ServicesETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
FSTA | Fidelity® MSCI Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
FHLC | Fidelity® MSCI Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
FMAT | Fidelity® MSCI Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
FREL | Fidelity® MSCI Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
FUTY | Fidelity® MSCI Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FNARX | Fidelity® Natural Resources Fund | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Equity Energy |
FNORX | Fidelity® Nordic | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FOCPX | Fidelity® OTC | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 8 | 10 | X | Large Growth |
FOCKX | Fidelity® OTC K | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 8 | 10 | X | Large Growth |
FOKFX | Fidelity® OTC K6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 8 | 10 | X | Large Growth |
FPBFX | Fidelity® Pacific Basin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Pacific/Asia |
FSRNX | Fidelity® Real Estate Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
FPRO | Fidelity® Real Estate Investment ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRESX | Fidelity® Real Estate Investment Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FGKPX | Fidelity® SAI Em Mkts Lw Vol Idx | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FISZX | Fidelity® SAI Intl SMA Cmpltn | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
FSJPX | Fidelity® SAI Japan Stock Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
FESIX | Fidelity® SAI Real Estate Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
FUQIX | Fidelity® SAI US Quality Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
FSAVX | Fidelity® Select Automotive Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Consumer Cyclical |
FSRBX | Fidelity® Select Banking | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 0 | 6 | X | Financial |
FBIOX | Fidelity® Select Biotechnology | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FSLBX | Fidelity® Select Brokerage & Invmt Mgmt | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
FSCHX | Fidelity® Select Chemicals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FBMPX | Fidelity® Select Communication Services | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Communications |
FIDSX | Fidelity® Select Financials Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 0 | 5 | X | Financial |
FSVLX | Fidelity® Select Fintech Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Financial |
FSAGX | Fidelity® Select Gold | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FSPHX | Fidelity® Select Health Care | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
FSHCX | Fidelity® Select Health Care Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Health |
FSPCX | Fidelity® Select Insurance Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
FSDPX | Fidelity® Select Materials | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FSMEX | Fidelity® Select Medical Tech and Devcs | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FPHAX | Fidelity® Select Pharmaceuticals Port | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FSRPX | Fidelity® Select Retailing | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Consumer Cyclical |
FSELX | Fidelity® Select Semiconductors | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FSCSX | Fidelity® Select Software & IT Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Technology |
FSPTX | Fidelity® Select Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Technology |
FSTCX | Fidelity® Select Telecommunications Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Communications |
FSUTX | Fidelity® Select Utilities | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FSTSX | Fidelity® Series International Sm Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
FJACX | Fidelity® Series Small Cap Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FEMYX | Fidelity® Series Sustainable Emerg Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
FSCRX | Fidelity® Small Cap Discovery | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FIUIX | Fidelity® Telecom and Utilities | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Utilities |
FBSOX | Fidelity®Enterprise Technology Svcs Port | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
FERAX | First Eagle Global Real Assets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Allocation |
FEREX | First Eagle Global Real Assets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Allocation |
FERRX | First Eagle Global Real Assets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Allocation |
SGGDX | First Eagle Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FEGOX | First Eagle Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FEGIX | First Eagle Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EAURX | First Eagle Gold R3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FIURX | First Eagle Gold R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FERUX | First Eagle Gold R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FEURX | First Eagle Gold R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FEFAX | First Eagle Rising Dividend Fund A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
FEAMX | First Eagle Rising Dividend Fund C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
FEAIX | First Eagle Rising Dividend Fund I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
EARFX | First Eagle Rising Dividend Fund R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
EAFRX | First Eagle Rising Dividend Fund R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
FERFX | First Eagle Rising Dividend Fund R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
FEFRX | First Eagle Rising Dividend Fund R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Large Blend |
FESAX | First Eagle Small Cap Opportunity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
FESCX | First Eagle Small Cap Opportunity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
FESRX | First Eagle Small Cap Opportunity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Value |
FEVAX | First Eagle US Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 7 | X | Moderately Aggressive Allocation |
FEVCX | First Eagle US Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 7 | X | Moderately Aggressive Allocation |
FEVIX | First Eagle US Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 7 | X | Moderately Aggressive Allocation |
EARVX | First Eagle US Value R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 7 | X | Moderately Aggressive Allocation |
FIVRX | First Eagle US Value R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 7 | X | Moderately Aggressive Allocation |
FERVX | First Eagle US Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 7 | X | Moderately Aggressive Allocation |
FEVRX | First Eagle US Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 6 | 4 | 7 | X | Moderately Aggressive Allocation |
AFSM | First Trust Active Factor Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Small Blend |
DTRE | First Trust Alerian Dsrupt Tech RE ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
FPA | First Trust AsiaPac ex-Jpn AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
FBZ | First Trust Brazil AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FCA | First Trust China AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
SKYY | First Trust Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 5 | X | Technology |
FXD | First Trust Cnsmr Discret AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 8 | 4 | X | Consumer Cyclical |
FXG | First Trust Cnsmr Staples AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
DDIV | First Trust Dorsey Wright Momt & Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Mid-Cap Value |
FGD | First Trust Dow Jones Global Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
FDN | First Trust Dow Jones Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 8 | 4 | X | Technology |
FDNI | First Trust Dow Jones Intl Intnt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ECLN | First Trust EIP Carbon Impact ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Utilities |
FEMS | First Trust Emerg Mkts SC AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FXH | First Trust Health Care AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 1 | X | Health |
FCEF | First Trust Income Opportunity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
FTW | First Trust India NIFTY 50 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
FTRI | First Trust Indxx Glbl Natrl Res Inc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FTAG | First Trust Indxx Global Agriculture ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Natural Resources |
MDEV | First Trust Indxx Global Mdcl Dvcs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
ARVR | First Trust Indxx Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Technology |
FPXI | First Trust International Eq Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
FPXE | First Trust IPOX Europe Equity Opps ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
FJP | First Trust Japan AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Japan Stock |
FXZ | First Trust Materials AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
FTXG | First Trust Nasdaq Food & Beverage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Defensive |
EKG | First Trust Nasdaq Lux Dgtl Hlth SoluETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
FTXL | First Trust Nasdaq Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
FTXR | First Trust Nasdaq Transportation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Industrials |
QQEW | First Trust NASDAQ-100 Equal Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
QQXT | First Trust NASDAQ-100 ex-Tech Sect ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 1 | X | Large Growth |
QTEC | First Trust NASDAQ-100-Tech Sector ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 3 | X | Technology |
QCLN | First Trust NASDAQ® Cln Edge® GrnEngyETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
FCG | First Trust Natural Gas ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
EMLP | First Trust North Amer Engy InfrasETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
FBT | First Trust NYSE Arca Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
FID | First Trust S&P Int Div Aristocrats ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Value |
FRI | First Trust S&P REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CARZ | First Trust S-Network Fut Vhcl&Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 7 | 5 | X | Consumer Cyclical |
ISHP | First Trust S-Network Glb E-Com ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 2 | X | Consumer Cyclical |
BNGE | First Trust S-Network Strmng & Gmng ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
FDD | First Trust STOXX® European Sel Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Europe Stock |
FSZ | First Trust Switzerland AlphaDEX® ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FXU | First Trust Utilities AlphaDEX® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FOVAX | First Trust/Confluence Small Cap Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FOVCX | First Trust/Confluence Small Cap Val C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
FOVIX | First Trust/Confluence Small Cap Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
ALTEX | Firsthand Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Technology |
QLVE | FlexShares EMs Quality Lw Vol ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FEEM | FlexShares ESG & Clmt Em Mkts Cr | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
FEUS | FlexShares ESG & Clmt US Lrg Cap Cr Idx | Owns companies in our database, but no companies we recommend for divestment | 0 | 9 | 11 | 14 | V | Large Blend |
GQRE | FlexShares Glbl Quality Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IQDY | FlexShares Intl Qual Div Dynamic ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Foreign Large Value |
FMIUX | FMI Common Stock Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
FMIMX | FMI Common Stock Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
FMIQX | FMI Large Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Blend |
FMIHX | FMI Large Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Large Blend |
FBDIX | Franklin Biotechnology Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FTDZX | Franklin Biotechnology Discovery Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FBTDX | Franklin Biotechnology Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FRBRX | Franklin Biotechnology Discovery R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
BUYZ | Franklin Disruptive Commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 3 | X | Global Large-Stock Growth |
FCEEX | Franklin Emerging Market Core Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
XDAT | Franklin Exponential Data ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 5 | X | Technology |
FLAU | Franklin FTSE Australia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FLBR | Franklin FTSE Brazil ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
FLHK | Franklin FTSE Hong Kong ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FLIN | Franklin FTSE India ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
FLIY | Franklin FTSE Italy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FLJP | Franklin FTSE Japan ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
FLJH | Franklin FTSE Japan Hedged ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 7 | 3 | X | Japan Stock |
FLSA | Franklin FTSE Saudi Arabia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FLZA | Franklin FTSE South Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
FLKR | Franklin FTSE South Korea ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Miscellaneous Region |
FLSW | Franklin FTSE Switzerland ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Region |
FLTW | Franklin FTSE Taiwan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HELX | Franklin Genomic Advancements ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
FKRCX | Franklin Gold and Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGADX | Franklin Gold and Precious Metals Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FRGOX | Franklin Gold and Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FGPMX | Franklin Gold and Precious Metals R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
FRMCX | Franklin MicroCap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
FVRMX | Franklin MicroCap Value Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
FMCVX | Franklin MicroCap Value R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
TEQIX | Franklin Mutual Quest A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 3 | X | Global Allocation |
TEMQX | Franklin Mutual Quest C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 3 | X | Global Allocation |
FMQSX | Franklin Mutual Quest R | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 3 | X | Global Allocation |
FMQRX | Franklin Mutual Quest R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 3 | X | Global Allocation |
MQIFX | Franklin Mutual Quest Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 3 | X | Global Allocation |
FREEX | Franklin Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRLAX | Franklin Real Estate Securities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRRSX | Franklin Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FSERX | Franklin Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
FRVLX | Franklin Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FVADX | Franklin Small Cap Value Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FRVFX | Franklin Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FVFRX | Franklin Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FRCSX | Franklin Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
FQEMX | Franklin Templeton SMACS: Series EM | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FKUQX | Franklin Utilities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FKUTX | Franklin Utilities A1 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FRUAX | Franklin Utilities Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FRUSX | Franklin Utilities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FRURX | Franklin Utilities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FUFRX | Franklin Utilities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
FMGEX | Frontier MFG Global Equity Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
FMSGX | Frontier MFG Global Sustainable Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Global Large-Stock Growth |
FMSRX | Frontier MFG Global Sustainable Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | V | Global Large-Stock Growth |
FTZIX | Fuller & Thaler Behavrl Uncnstd Eq | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
FTMSX | Fuller & Thaler Behvrl Mcr-Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
FTZAX | Fuller & Thaler Behvrll Uncnstd Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
FTZCX | Fuller & Thaler Behvrll Uncnstd Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
FTZFX | Fuller & Thaler Behvrll Uncnstd Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
GWSAX | Gabelli Focused Gr and Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
GWSVX | Gabelli Focused Gr and Inc AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
GWSCX | Gabelli Focused Gr and Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
GWSIX | Gabelli Focused Gr and Inc I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Aggressive Allocation |
GTCAX | Gabelli Global Content & Connect A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GABTX | Gabelli Global Content & Connect AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GTCCX | Gabelli Global Content & Connect C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GTTIX | Gabelli Global Content & Connect I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 4 | X | Communications |
GGFSX | Gabelli Global Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Financial |
GAFSX | Gabelli Global Financial Services AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Financial |
GCFSX | Gabelli Global Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Financial |
GFSIX | Gabelli Global Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Financial |
GGGAX | Gabelli Global Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Global Large-Stock Growth |
GICPX | Gabelli Global Growth AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Global Large-Stock Growth |
GGGCX | Gabelli Global Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Global Large-Stock Growth |
GGGIX | Gabelli Global Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Global Large-Stock Growth |
GMNAX | Gabelli Global Mini Mites A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
GAMNX | Gabelli Global Mini Mites AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
GMNCX | Gabelli Global Mini Mites C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
GGMMX | Gabelli Global Mini Mites I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
GLDAX | Gabelli Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GOLDX | Gabelli Gold AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GLDCX | Gabelli Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GLDIX | Gabelli Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GGCAX | Gabelli Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
GABGX | Gabelli Growth AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
GGCCX | Gabelli Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
GGCIX | Gabelli Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
GGRW | Gabelli Growth Innovators ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Technology |
GAIGX | Gabelli International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
GIGRX | Gabelli International Growth AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
GCIGX | Gabelli International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
GIIGX | Gabelli International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
GOCAX | Gabelli International Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
GABOX | Gabelli International Small Cap AAA | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
GGLCX | Gabelli International Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
GLOIX | Gabelli International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LOPP | Gabelli Love Our Planet & People ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Mid-Cap Blend |
MOGLX | Gabelli Media Mogul | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Communications |
MLGLX | Gabelli Media Mogul A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Communications |
PETZX | Gabelli Pet Parents'â„¢ | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
PETGX | Gabelli Pet Parents'â„¢ A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Miscellaneous Sector |
GABVX | Gabelli Value 25 A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
GVCAX | Gabelli Value 25 AAA | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
GVCCX | Gabelli Value 25 C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
GVCIX | Gabelli Value 25 I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Blend |
RESGX | Glenmede Responsible ESG US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 7 | 4 | V | Large Blend |
GWILX | Glenmede Women in Leadership US Eq | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 6 | 5 | V | Large Value |
AGNG | Global X Aging Population ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
KROP | Global X AgTech & Food Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Global Small/Mid Stock |
DRIV | Global X Atnms & Elctrc Vhcls ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Miscellaneous Sector |
BRAZ | Global X Brazil Active ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
POTX | Global X Cannabis ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
CHB | Global X China Biotech Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
KEJI | Global X China Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
AQWA | Global X Clean Water ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
CTEC | Global X CleanTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
CLOU | Global X Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Technology |
COPX | Global X Copper Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
BUG | Global X Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
VPN | Global X Data Cntr REITs&Dgtl Infrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
DMAT | Global X Disruptive Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
EBIZ | Global X E-commerce ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 1 | X | Consumer Cyclical |
EDUT | Global X Education ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
EWEB | Global X Em Mkts Intnt & E-cmmrc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMM | Global X Emerging Markets ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMC | Global X Emerging Mkts Great Cnsmr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FINX | Global X FinTech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Technology |
ASEA | Global X FTSE Southeast Asia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
GNOM | Global X Genomics & Biotechnology ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
GOEX | Global X Gold Explorers ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GRNR | Global X Green Building ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
GURU | Global X Guruâ„¢ ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
BFIT | Global X Health & Wellness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
HYDR | Global X Hydrogen ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
NDIA | Global X India Active ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | India Equity |
SNSR | Global X Internet of Things ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | X | Technology |
LIT | Global X Lithium & Battery Tech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
VR | Global X Metaverse ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Technology |
MILN | Global X Millennials Consumer ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 8 | 2 | X | Large Growth |
MLPX | Global X MLP & Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
MLPA | Global X MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
ARGT | Global X MSCI Argentina ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
CHIC | Global X MSCI China Comm Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIQ | Global X MSCI China Consumer Disc ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIS | Global X MSCI China Consumer Stpls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIE | Global X MSCI China Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIX | Global X MSCI China Financials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIH | Global X MSCI China Health Care ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIK | Global X MSCI China Information Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
CHIM | Global X MSCI China Materials ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIR | Global X MSCI China Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CHIU | Global X MSCI China Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GXG | Global X MSCI Colombia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
GREK | Global X MSCI Greece ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
NORW | Global X MSCI Norway ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
PAK | Global X MSCI Pakistan ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
EFAS | Global X MSCI SuperDividend® EAFE ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
SDEM | Global X MSCI SuperDividend® Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VNAM | Global X MSCI Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
QYLE | Global X Nasdaq 100 ESG Covered Call ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | V | Large Blend |
QCLR | Global X NASDAQ 100® Collar 95-110 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
QRMI | Global X NASDAQ 100® Risk Mngd Inc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
QTR | Global X NASDAQ 100® Tail Risk ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
EMFM | Global X Next Emerging & Frontier ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PTEC | Global X Prop Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Miscellaneous Sector |
BOTZ | Global X Robotics & Artfcl Intllgnc ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Miscellaneous Sector |
SIL | Global X Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
SOCL | Global X Social Media ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Technology |
RAYS | Global X Solar ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | V | Miscellaneous Sector |
SRET | Global X SuperDividend® REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SDIV | Global X SuperDividendâ„¢ ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
DIV | Global X SuperDividendâ„¢ US ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Mid-Cap Value |
EDOC | Global X Telemedicine & Digital Hlth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
URA | Global X Uranium ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
HERO | Global X Video Games & Esports ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
WNDY | Global X Wind Energy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Miscellaneous Sector |
GCCLX | GMO Climate Change I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
GCCHX | GMO Climate Change III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
GCCAX | GMO Climate Change R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 1 | V | Global Small/Mid Stock |
GEMEX | GMO Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GMEMX | GMO Emerging Markets II | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GMOEX | GMO Emerging Markets III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GEMNX | GMO Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GEDBX | GMO Emerging Markets Select Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEDTX | GMO Emerging Markets Select Equity II | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEDOX | GMO Emerging Markets Select Equity V | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMMX | GMO Emerging Markets VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
GCAVX | GMO US Small Cap Value VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Value |
GMIIX | GMO-Usonian Japan Value Creation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
GMAKX | GMO-Usonian Japan Value Creation III | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
GMAHX | GMO-Usonian Japan Value Creation VI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Japan Stock |
GSJY | Goldman Sachs ActiveBeta® Japan Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 3 | X | Japan Stock |
GSAGX | Goldman Sachs China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSACX | Goldman Sachs China Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSAIX | Goldman Sachs China Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSAEX | Goldman Sachs China Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GMEPX | Goldman Sachs China Equity P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GSAFX | Goldman Sachs China Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GCEBX | Goldman Sachs Clean Energy Income A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEGX | Goldman Sachs Clean Energy Income C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEDX | Goldman Sachs Clean Energy Income Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEJX | Goldman Sachs Clean Energy Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEPX | Goldman Sachs Clean Energy Income P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCEEX | Goldman Sachs Clean Energy Income R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
GCGAX | Goldman Sachs Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
GCGCX | Goldman Sachs Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
GCRIX | Goldman Sachs Concentrated Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
GGCTX | Goldman Sachs Concentrated Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
GACPX | Goldman Sachs Concentrated Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
GCGUX | Goldman Sachs Concentrated Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 6 | X | Large Growth |
GERAX | Goldman Sachs Em Mkts Eq Insghts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GERCX | Goldman Sachs Em Mkts Eq Insghts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GERIX | Goldman Sachs Em Mkts Eq Insghts Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GIRPX | Goldman Sachs Em Mkts Eq Insghts Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GAGPX | Goldman Sachs Em Mkts Eq Insghts P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GRRPX | Goldman Sachs Em Mkts Eq Insghts R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GERUX | Goldman Sachs Em Mkts Eq Insghts R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GEMAX | Goldman Sachs Emerging Markets Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMCX | Goldman Sachs Emerging Markets Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMIX | Goldman Sachs Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GIRMX | Goldman Sachs Emerging Markets Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GAHPX | Goldman Sachs Emerging Markets Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMUX | Goldman Sachs Emerging Markets Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMSX | Goldman Sachs Emerging Markets Eq Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMWX | Goldman Sachs Emerging Mkt Eq ex. Chn R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMJX | Goldman Sachs Emerging Mkt Eq ex. ChnIns | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMOX | Goldman Sachs Emerging Mkt Eq ex. ChnInv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMHX | Goldman Sachs Emerging Mkts Eq ex. Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMLX | Goldman Sachs Emerging Mkts Eq ex. Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMPX | Goldman Sachs Emerging Mkts Eq ex. Chn P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEMQX | Goldman Sachs Emerging Mkts Eq ex. Chn R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GEBAX | Goldman Sachs ESG Em Mkts Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBCX | Goldman Sachs ESG Em Mkts Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBIX | Goldman Sachs ESG Em Mkts Eq Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBNX | Goldman Sachs ESG Em Mkts Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEPPX | Goldman Sachs ESG Em Mkts Eq P | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBRX | Goldman Sachs ESG Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GEBSX | Goldman Sachs ESG Em Mkts Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GREI | Goldman Sachs Ft Rl Estt & Infrs Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
GBUY | Goldman Sachs Future Consumer Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Consumer Cyclical |
GDOC | Goldman Sachs Future Health Care Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
GSFP | Goldman Sachs Future Planet Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Large-Stock Growth |
GGIAX | Goldman Sachs Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGICX | Goldman Sachs Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGIDX | Goldman Sachs Global Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGINX | Goldman Sachs Global Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGWPX | Goldman Sachs Global Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GGIJX | Goldman Sachs Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
GARGX | Goldman Sachs Global Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARKX | Goldman Sachs Global Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARSX | Goldman Sachs Global Rl Estt Secs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARJX | Goldman Sachs Global Rl Estt Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GGUPX | Goldman Sachs Global Rl Estt Secs P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GARVX | Goldman Sachs Global Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GSIFX | Goldman Sachs International Eq ESG A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSICX | Goldman Sachs International Eq ESG C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSIEX | Goldman Sachs International Eq ESG Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GIRNX | Goldman Sachs International Eq ESG Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GTFPX | Goldman Sachs International Eq ESG P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSIWX | Goldman Sachs International Eq ESG R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GSISX | Goldman Sachs International Eq ESG Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | V | Foreign Large Blend |
GLPAX | Goldman Sachs MLP Energy Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GLPCX | Goldman Sachs MLP Energy Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GMLPX | Goldman Sachs MLP Energy Infras Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GLPIX | Goldman Sachs MLP Energy Infras Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GMNPX | Goldman Sachs MLP Energy Infras P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GLPRX | Goldman Sachs MLP Energy Infras R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GLPSX | Goldman Sachs MLP Energy Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GPOW | Goldman Sachs North Amr Pip & Pwr Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
GREAX | Goldman Sachs Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRECX | Goldman Sachs Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GREIX | Goldman Sachs Real Estate Securities Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRETX | Goldman Sachs Real Estate Securities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GMJPX | Goldman Sachs Real Estate Securities P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRERX | Goldman Sachs Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GREUX | Goldman Sachs Real Estate Securities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GRESX | Goldman Sachs Real Estate Securities Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GSAOX | Goldman Sachs Small Cap Gr Insghts A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
GSCOX | Goldman Sachs Small Cap Gr Insghts C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
GSIOX | Goldman Sachs Small Cap Gr Insghts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
GSTOX | Goldman Sachs Small Cap Gr Insghts Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
GSZPX | Goldman Sachs Small Cap Gr Insghts P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
GSROX | Goldman Sachs Small Cap Gr Insghts R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
GINUX | Goldman Sachs Small Cap Gr Insghts R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
GSBDX | Goldman Sachs Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
GSBAX | Goldman Sachs Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
GSAJX | Goldman Sachs Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
GSAHX | Goldman Sachs Small Cap Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
GSADX | Goldman Sachs Small Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
GSBEX | Goldman Sachs Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
GSMAX | Goldman Sachs Small/Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GSMGX | Goldman Sachs Small/Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GSMYX | Goldman Sachs Small/Mid Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GTMTX | Goldman Sachs Small/Mid Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GSWPX | Goldman Sachs Small/Mid Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GTMRX | Goldman Sachs Small/Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GTMUX | Goldman Sachs Small/Mid Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GSMQX | Goldman Sachs Small/Mid Cap Growth Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Mid-Cap Growth |
GQGPX | GQG Partners Emerging Markets Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GQGRX | GQG Partners Emerging Markets Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GQGIX | GQG Partners Emerging Markets EquityInst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GQFIX | GQG Partners Global Quality Div Inc Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Value |
GQFPX | GQG Partners Global Quality Div Inc Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Global Large-Stock Value |
GQRIX | GQG Partners Global Quality Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Global Large-Stock Growth |
GQRPX | GQG Partners Global Quality Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Global Large-Stock Growth |
GQRRX | GQG Partners Global Quality Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Global Large-Stock Growth |
GQJIX | GQG Partners Intl Qlty Div Inc Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
GQJPX | GQG Partners Intl Qlty Div Inc Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Foreign Large Value |
GQEIX | GQG Partners US Select Quality Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
GQEPX | GQG Partners US Select Quality Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
GQERX | GQG Partners US Select Quality Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
GCBLX | Green Century Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
GCBUX | Green Century Balanced Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | V | Moderate Allocation |
GCINX | Green Century MSCI Intl Indx Indvl Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | V | Foreign Large Blend |
GCIFX | Green Century MSCI Intl Indx Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | V | Foreign Large Blend |
GLEAX | GS Energy Infrastructure Fd A Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLECX | GS Energy Infrastructure Fd C Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLEPX | GS Energy Infrastructure Fd Instl Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLEIX | GS Energy Infrastructure Fd Inv Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GAMPX | GS Energy Infrastructure Fd P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLERX | GS Energy Infrastructure Fd R Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GLESX | GS Energy Infrastructure Fd R6 Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
GREYX | GuideStone Funds Global Rl Est Secs Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GREZX | GuideStone Funds Global Rl Est Secs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
GAAEX | Guinness Atkinson Alternative Energy | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Global Small/Mid Stock |
HRCAX | Harbor Capital Appreciation Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
HACAX | Harbor Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
HCAIX | Harbor Capital Appreciation Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
HNACX | Harbor Capital Appreciation Retirement | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | X | Large Growth |
HAPS | Harbor Corporate Culture Small Cap ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
HRMGX | Harbor Disruptive Innovation Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
INNO | Harbor Disruptive Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
HAMGX | Harbor Disruptive Innovation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
HIMGX | Harbor Disruptive Innovation Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
HNMGX | Harbor Disruptive Innovation Retirement | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Mid-Cap Growth |
MEDI | Harbor Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
OSEA | Harbor International Compounders ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Growth |
HRIGX | Harbor International Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
HAIGX | Harbor International Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
HIIGX | Harbor International Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
HNGFX | Harbor International Growth Retirement | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
WINN | Harbor Long-Term Growers ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 5 | X | Large Growth |
HRSGX | Harbor Small Cap Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
HASGX | Harbor Small Cap Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
HISGX | Harbor Small Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
HNSGX | Harbor Small Cap Growth Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
HSVRX | Harbor Small Cap Value Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
HASCX | Harbor Small Cap Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
HISVX | Harbor Small Cap Value Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
HNVRX | Harbor Small Cap Value Retirement | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
HLMCX | Harding Loevner Chinese Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
HLXCX | Harding Loevner Emer Mkt ex Chn Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLEMX | Harding Loevner Emerging Markets Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLREX | Harding Loevner Emerging Mkts RsrchInstl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLFMX | Harding Loevner Frontier Emerg Mkts Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLMOX | Harding Loevner Frontier Emerg Mkts Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLFFX | Harding Loevner Frontier EmergMktsInstII | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLMEX | Harding Loevner Instl Emerg Mkts I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLEZX | Harding Loevner Instl Emerg Mkts Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HLMIX | Harding Loevner International Eq Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
HLIZX | Harding Loevner International Eq Instl Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
HLMNX | Harding Loevner International Eq Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
HLCTX | Harding Loevner Intl Carb Trans Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Blend |
HLIDX | Harding Loevner Intl Dev Mkts Eq Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Blend |
HLMRX | Harding Loevner Intl Small Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
HLRZX | Harding Loevner Intl Small Coms Instl Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
HLMSX | Harding Loevner Intl Small Coms Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
HEOMX | Hartford Climate Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEONX | Hartford Climate Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOFX | Hartford Climate Opportunities F | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOIX | Hartford Climate Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEORX | Hartford Climate Opportunities R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 7 | 4 | V | Global Large-Stock Blend |
HEOSX | Hartford Climate Opportunities R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | |