SABPX | Principal SAM Balanced A | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
SCBPX | Principal SAM Balanced C | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
PSBIX | Principal SAM Balanced Inst | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
PSAJX | Principal SAM Balanced J | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
PSBGX | Principal SAM Balanced R1 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
PBAPX | Principal SAM Balanced R3 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
PSBLX | Principal SAM Balanced R4 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
PSBFX | Principal SAM Balanced R5 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderate Allocation |
SAGPX | Principal SAM Conservative Growth A | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
SCGPX | Principal SAM Conservative Growth C | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
PCWIX | Principal SAM Conservative Growth Inst | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
PCGJX | Principal SAM Conservative Growth J | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
PCGGX | Principal SAM Conservative Growth R1 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
PCGPX | Principal SAM Conservative Growth R3 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
PCWSX | Principal SAM Conservative Growth R4 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
PCWPX | Principal SAM Conservative Growth R5 | Owns companies we recommend for divestment | 48 | 51 | 71 | 66 | X | Moderately Aggressive Allocation |
JLFOX | JHancock Multimanager 2030 Lifetime 1 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2030 |
JLFAX | JHancock Multimanager 2030 Lifetime A | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2030 |
JHRGX | JHancock Multimanager 2030 Lifetime I | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2030 |
JLFEX | JHancock Multimanager 2030 Lifetime R2 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2030 |
JLFGX | JHancock Multimanager 2030 Lifetime R4 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2030 |
JLFHX | JHancock Multimanager 2030 Lifetime R5 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2030 |
JLFIX | JHancock Multimanager 2030 Lifetime R6 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2030 |
JLHOX | JHancock Multimanager 2035 Lifetime 1 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2035 |
JLHAX | JHancock Multimanager 2035 Lifetime A | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2035 |
JHRMX | JHancock Multimanager 2035 Lifetime I | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2035 |
JLHEX | JHancock Multimanager 2035 Lifetime R2 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2035 |
JLHGX | JHancock Multimanager 2035 Lifetime R4 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2035 |
JLHHX | JHancock Multimanager 2035 Lifetime R5 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2035 |
JLHIX | JHancock Multimanager 2035 Lifetime R6 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2035 |
JLIOX | JHancock Multimanager 2040 Lifetime 1 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2040 |
JLIAX | JHancock Multimanager 2040 Lifetime A | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2040 |
JHRDX | JHancock Multimanager 2040 Lifetime I | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2040 |
JLIEX | JHancock Multimanager 2040 Lifetime R2 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2040 |
JLIGX | JHancock Multimanager 2040 Lifetime R4 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2040 |
JLIHX | JHancock Multimanager 2040 Lifetime R5 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2040 |
JLIIX | JHancock Multimanager 2040 Lifetime R6 | Owns companies we recommend for divestment | 79 | 53 | 131 | 62 | X | Target-Date 2040 |
UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 78 | 53 | 133 | 62 | X | Moderately Aggressive Allocation |
USBSX | Victory Cornerstone Moderate | Owns companies we recommend for divestment | 78 | 53 | 133 | 62 | X | Moderate Allocation |
USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 78 | 53 | 133 | 62 | X | Moderate Allocation |
JLJOX | JHancock Multimanager 2045 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2045 |
JLJAX | JHancock Multimanager 2045 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2045 |
JHROX | JHancock Multimanager 2045 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2045 |
JLJEX | JHancock Multimanager 2045 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2045 |
JLJGX | JHancock Multimanager 2045 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2045 |
JLJHX | JHancock Multimanager 2045 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2045 |
JLJIX | JHancock Multimanager 2045 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 131 | 61 | X | Target-Date 2045 |
JLKOX | JHancock Multimanager 2050 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2050 |
JLKAX | JHancock Multimanager 2050 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2050 |
JHRPX | JHancock Multimanager 2050 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2050 |
JLKEX | JHancock Multimanager 2050 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2050 |
JLKGX | JHancock Multimanager 2050 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2050 |
JLKHX | JHancock Multimanager 2050 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2050 |
JLKRX | JHancock Multimanager 2050 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2050 |
JLKUX | JHancock Multimanager 2055 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2055 |
JLKLX | JHancock Multimanager 2055 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2055 |
JHRTX | JHancock Multimanager 2055 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2055 |
JLKNX | JHancock Multimanager 2055 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2055 |
JLKQX | JHancock Multimanager 2055 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2055 |
JLKSX | JHancock Multimanager 2055 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2055 |
JLKTX | JHancock Multimanager 2055 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2055 |
JRETX | JHancock Multimanager 2060 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2060 |
JJERX | JHancock Multimanager 2060 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2060 |
JMENX | JHancock Multimanager 2060 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2060 |
JVIMX | JHancock Multimanager 2060 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2060 |
JROUX | JHancock Multimanager 2060 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2060 |
JGHTX | JHancock Multimanager 2060 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2060 |
JESRX | JHancock Multimanager 2060 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2060 |
JAAVX | JHancock Multimanager 2065 Lifetime 1 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2065+ |
JAAWX | JHancock Multimanager 2065 Lifetime A | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2065+ |
JABSX | JHancock Multimanager 2065 Lifetime I | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2065+ |
JAAZX | JHancock Multimanager 2065 Lifetime R2 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2065+ |
JABBX | JHancock Multimanager 2065 Lifetime R4 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2065+ |
JABDX | JHancock Multimanager 2065 Lifetime R5 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2065+ |
JABEX | JHancock Multimanager 2065 Lifetime R6 | Owns companies we recommend for divestment | 79 | 52 | 130 | 61 | X | Target-Date 2065+ |
VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Moderately Aggressive Allocation |
VSMGX | Vanguard LifeStrategy Mod Gr Inv Shrs | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Moderate Allocation |
VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2030 |
VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2035 |
VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2040 |
VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2045 |
VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2050 |
VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2055 |
VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2060 |
VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2065+ |
VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 76 | 52 | 128 | 61 | X | Target-Date 2065+ |
| JNL/Vanguard Growth ETF Allocation A | Owns companies we recommend for divestment | 75 | 52 | 128 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Growth ETF Allocation I | Owns companies we recommend for divestment | 75 | 52 | 128 | 61 | X | Moderately Aggressive Allocation |
| JNL/Vanguard Moderate Growth ETF Allc A | Owns companies we recommend for divestment | 75 | 52 | 128 | 61 | X | Moderate Allocation |
| JNL/Vanguard Moderate Growth ETF Allc I | Owns companies we recommend for divestment | 75 | 52 | 128 | 61 | X | Moderate Allocation |
| Morningstar Agrsv Gr ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Aggressive Allocation |
| Morningstar Balanced ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Moderate Allocation |
| Morningstar Growth ETF Asset Allc I | Owns companies we recommend for divestment | 75 | 52 | 130 | 61 | X | Moderately Aggressive Allocation |
SSBWX | State Street Target Retirement 2030 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2030 |
SSBYX | State Street Target Retirement 2030 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2030 |
SSAJX | State Street Target Retirement 2030 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2030 |
SSCJX | State Street Target Retirement 2035 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2035 |
SSCKX | State Street Target Retirement 2035 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2035 |
SSAZX | State Street Target Retirement 2035 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2035 |
SSCNX | State Street Target Retirement 2040 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2040 |
SSCQX | State Street Target Retirement 2040 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2040 |
SSAKX | State Street Target Retirement 2040 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2040 |
SSDDX | State Street Target Retirement 2045 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2045 |
SSDEX | State Street Target Retirement 2045 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2045 |
SSAOX | State Street Target Retirement 2045 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2045 |
SSDJX | State Street Target Retirement 2050 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2050 |
SSDLX | State Street Target Retirement 2050 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2050 |
SSAUX | State Street Target Retirement 2050 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2050 |
SSDOX | State Street Target Retirement 2055 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2055 |
SSDQX | State Street Target Retirement 2055 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2055 |
SSAWX | State Street Target Retirement 2055 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2055 |
SSDWX | State Street Target Retirement 2060 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2060 |
SSDYX | State Street Target Retirement 2060 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2060 |
SSAYX | State Street Target Retirement 2060 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2060 |
SSFJX | State Street Target Retirement 2065 I | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2065+ |
SSFKX | State Street Target Retirement 2065 K | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2065+ |
SSFPX | State Street Target Retirement 2065 R3 | Owns companies we recommend for divestment | 75 | 51 | 124 | 61 | X | Target-Date 2065+ |
JILBX | JHancock Multimanager Lifestyle Bal 1 | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JHLAX | JHancock Multimanager Lifestyle Bal 5 | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JALBX | JHancock Multimanager Lifestyle Bal A | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JCLBX | JHancock Multimanager Lifestyle Bal C | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JTBIX | JHancock Multimanager Lifestyle Bal I | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JQLBX | JHancock Multimanager Lifestyle Bal R2 | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JSLBX | JHancock Multimanager Lifestyle Bal R4 | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JTSBX | JHancock Multimanager Lifestyle Bal R5 | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JULBX | JHancock Multimanager Lifestyle Bal R6 | Owns companies we recommend for divestment | 79 | 53 | 128 | 60 | X | Moderate Allocation |
JILGX | JHancock Multimanager Lifestyle Gr 1 | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JHLGX | JHancock Multimanager Lifestyle Gr 5 | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JALGX | JHancock Multimanager Lifestyle Gr A | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JCLGX | JHancock Multimanager Lifestyle Gr C | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JTGIX | JHancock Multimanager Lifestyle Gr I | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JQLGX | JHancock Multimanager Lifestyle Gr R2 | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JSLGX | JHancock Multimanager Lifestyle Gr R4 | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JTLGX | JHancock Multimanager Lifestyle Gr R5 | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
JULGX | JHancock Multimanager Lifestyle Gr R6 | Owns companies we recommend for divestment | 79 | 52 | 128 | 60 | X | Moderately Aggressive Allocation |
TNJIX | 1290 Retirement 2025 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2025 |
TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2030 |
TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2035 |
TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2040 |
TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2045 |
TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2050 |
TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2055 |
JHAVX | JHancock 2030 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2030 |
JRTGX | JHancock 2030 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2030 |
JRTIX | JHancock 2030 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2030 |
JRTJX | JHancock 2030 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2030 |
JHAYX | JHancock 2035 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2035 |
JRTKX | JHancock 2035 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2035 |
JRTMX | JHancock 2035 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2035 |
JRTNX | JHancock 2035 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2035 |
JHBAX | JHancock 2040 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2040 |
JRTTX | JHancock 2040 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2040 |
JRTVX | JHancock 2040 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2040 |
JRTWX | JHancock 2040 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2040 |
JHBEX | JHancock 2045 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2045 |
JRLQX | JHancock 2045 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2045 |
JRLUX | JHancock 2045 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2045 |
JRLVX | JHancock 2045 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2045 |
JHBFX | JHancock 2050 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2050 |
JRLWX | JHancock 2050 Lifetime Blend Ptf 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2050 |
JRTYX | JHancock 2050 Lifetime Blend Ptf R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2050 |
JRLZX | JHancock 2050 Lifetime Blend Ptf R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2050 |
JLKZX | JHancock 2055 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2055 |
JHBJX | JHancock 2055 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2055 |
JLKWX | JHancock 2055 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2055 |
JLKYX | JHancock 2055 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2055 |
JRODX | JHancock 2060 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2060 |
JHBKX | JHancock 2060 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2060 |
JHIKX | JHancock 2060 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2060 |
JIEHX | JHancock 2060 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2060 |
JAAFX | JHancock 2065 Lifetime Blend Pft 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2065+ |
JHBLX | JHancock 2065 Lifetime Blend Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2065+ |
JAAJX | JHancock 2065 Lifetime Blend Pft R4 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2065+ |
JAAKX | JHancock 2065 Lifetime Blend Pft R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Target-Date 2065+ |
JIIOX | JHancock Lifestyle Blend Agrsv Pft 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Aggressive Allocation |
JABQX | JHancock Lifestyle Blend Agrsv Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Aggressive Allocation |
JIIRX | JHancock Lifestyle Blend Agrsv Pft R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Aggressive Allocation |
JIBOX | JHancock Lifestyle Blend Bal Pft 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Moderate Allocation |
JABMX | JHancock Lifestyle Blend Bal Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Moderate Allocation |
JIBRX | JHancock Lifestyle Blend Bal Pft R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Moderate Allocation |
JLGOX | JHancock Lifestyle Blend Growth Pft 1 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Moderately Aggressive Allocation |
JABPX | JHancock Lifestyle Blend Growth Pft A | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Moderately Aggressive Allocation |
JLGSX | JHancock Lifestyle Blend Growth Pft R6 | Owns companies we recommend for divestment | 74 | 51 | 129 | 60 | X | Moderately Aggressive Allocation |
MOGAX | MassMutual 60/40 Allocation A | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MRSLX | MassMutual 60/40 Allocation Admin | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MROUX | MassMutual 60/40 Allocation I | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MROTX | MassMutual 60/40 Allocation R3 | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MROZX | MassMutual 60/40 Allocation R4 | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MRSSX | MassMutual 60/40 Allocation R5 | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MROYX | MassMutual 60/40 Allocation Svc | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MMNQX | MassMutual 60/40 Allocation Y | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderate Allocation |
MRRAX | MassMutual 80/20 Allocation A | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
MRGLX | MassMutual 80/20 Allocation Admin | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
MRGUX | MassMutual 80/20 Allocation I | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
MRGVX | MassMutual 80/20 Allocation R3 | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
MRGZX | MassMutual 80/20 Allocation R4 | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
MRRSX | MassMutual 80/20 Allocation R5 | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
MRGYX | MassMutual 80/20 Allocation Svc | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
MMNSX | MassMutual 80/20 Allocation Y | Owns companies we recommend for divestment | 74 | 51 | 125 | 60 | X | Moderately Aggressive Allocation |
FRAGX | Aggressive Growth Allocation | Owns companies we recommend for divestment | 73 | 50 | 124 | 60 | X | Aggressive Allocation |
FRGAX | Growth Allocation | Owns companies we recommend for divestment | 73 | 50 | 124 | 60 | X | Moderately Aggressive Allocation |
ITDB | iShares LifePath Target Date 2030 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2030 |
ITDC | iShares LifePath Target Date 2035 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2035 |
ITDD | iShares LifePath Target Date 2040 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2040 |
ITDE | iShares LifePath Target Date 2045 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2045 |
ITDF | iShares LifePath Target Date 2050 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2050 |
ITDG | iShares LifePath Target Date 2055 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2055 |
ITDH | iShares LifePath Target Date 2060 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2060 |
ITDI | iShares LifePath Target Date 2065 ETF | Owns companies we recommend for divestment | 64 | 51 | 103 | 60 | X | Target-Date 2065+ |
FFEGX | Fidelity Freedom Index 2030 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
FXIFX | Fidelity Freedom Index 2030 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
FMKPX | Fidelity Freedom Index 2030 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
FAUYX | Fidelity Freedom Index 2030 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2030 |
FFEZX | Fidelity Freedom Index 2035 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
FIHFX | Fidelity Freedom Index 2035 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
FNIPX | Fidelity Freedom Index 2035 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
FAVNX | Fidelity Freedom Index 2035 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2035 |
FFIZX | Fidelity Freedom Index 2040 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FBIFX | Fidelity Freedom Index 2040 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FPIPX | Fidelity Freedom Index 2040 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FAVOX | Fidelity Freedom Index 2040 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2040 |
FFOLX | Fidelity Freedom Index 2045 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FIOFX | Fidelity Freedom Index 2045 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FQIPX | Fidelity Freedom Index 2045 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FAVPX | Fidelity Freedom Index 2045 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2045 |
FFOPX | Fidelity Freedom Index 2050 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
FIPFX | Fidelity Freedom Index 2050 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
FRLPX | Fidelity Freedom Index 2050 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
FAVQX | Fidelity Freedom Index 2050 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2050 |
FFLDX | Fidelity Freedom Index 2055 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2055 |
FDEWX | Fidelity Freedom Index 2055 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2055 |
FTYPX | Fidelity Freedom Index 2055 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2055 |
FAVRX | Fidelity Freedom Index 2055 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2055 |
FFLEX | Fidelity Freedom Index 2060 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2060 |
FDKLX | Fidelity Freedom Index 2060 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2060 |
FUIPX | Fidelity Freedom Index 2060 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2060 |
FAVUX | Fidelity Freedom Index 2060 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2060 |
FFIKX | Fidelity Freedom Index 2065 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FFIJX | Fidelity Freedom Index 2065 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FVIPX | Fidelity Freedom Index 2065 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FAVVX | Fidelity Freedom Index 2065 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FRBUX | Fidelity Freedom Index 2070 Instl Prem | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FRBVX | Fidelity Freedom Index 2070 Investor | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FRBWX | Fidelity Freedom Index 2070 Premier | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
FAVWX | Fidelity Freedom Index 2070 Premier II | Owns companies we recommend for divestment | 49 | 48 | 84 | 60 | X | Target-Date 2065+ |
JILAX | JHancock Multimanager Lifestyle Agrsv 1 | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
JALAX | JHancock Multimanager Lifestyle Agrsv A | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
JCLAX | JHancock Multimanager Lifestyle Agrsv C | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
JTAIX | JHancock Multimanager Lifestyle Agrsv I | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
JQLAX | JHancock Multimanager Lifestyle Agrsv R2 | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
JSLAX | JHancock Multimanager Lifestyle Agrsv R4 | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
JTLAX | JHancock Multimanager Lifestyle Agrsv R5 | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
JULAX | JHancock Multimanager Lifestyle Agrsv R6 | Owns companies we recommend for divestment | 79 | 51 | 128 | 59 | X | Aggressive Allocation |
ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderately Aggressive Allocation |
ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderately Aggressive Allocation |
AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderately Aggressive Allocation |
TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderately Aggressive Allocation |
AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderately Aggressive Allocation |
ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderately Aggressive Allocation |
AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderately Aggressive Allocation |
ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderate Allocation |
ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderate Allocation |
ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderate Allocation |
TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderate Allocation |
ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderate Allocation |
ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderate Allocation |
ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 75 | 50 | 126 | 59 | X | Moderate Allocation |
BBALX | Northern Global Tactical Asset Allc | Owns companies we recommend for divestment | 74 | 48 | 125 | 59 | X | Global Allocation |
MRYAX | MassMutual RetireSMART by JPM 2030 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2030 |
MRYYX | MassMutual RetireSMART by JPM 2030 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2030 |
MRYUX | MassMutual RetireSMART by JPM 2030 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2030 |
MRYNX | MassMutual RetireSMART by JPM 2030 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2030 |
MRYZX | MassMutual RetireSMART by JPM 2030 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2030 |
MRYTX | MassMutual RetireSMART by JPM 2030 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2030 |
MRYSX | MassMutual RetireSMART by JPM 2030 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2030 |
MMXAX | MassMutual RetireSMART by JPM 2035 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2035 |
MMXYX | MassMutual RetireSMART by JPM 2035 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2035 |
MMXUX | MassMutual RetireSMART by JPM 2035 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2035 |
MMXNX | MassMutual RetireSMART by JPM 2035 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2035 |
MMXZX | MassMutual RetireSMART by JPM 2035 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2035 |
MMXTX | MassMutual RetireSMART by JPM 2035 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2035 |
MMXSX | MassMutual RetireSMART by JPM 2035 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2035 |
MRFAX | MassMutual RetireSMART by JPM 2040 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2040 |
MRFYX | MassMutual RetireSMART by JPM 2040 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2040 |
MRFUX | MassMutual RetireSMART by JPM 2040 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2040 |
MFRNX | MassMutual RetireSMART by JPM 2040 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2040 |
MRFZX | MassMutual RetireSMART by JPM 2040 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2040 |
MRFTX | MassMutual RetireSMART by JPM 2040 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2040 |
MFRSX | MassMutual RetireSMART by JPM 2040 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2040 |
MMKAX | MassMutual RetireSMART by JPM 2045 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2045 |
MMKYX | MassMutual RetireSMART by JPM 2045 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2045 |
MMKUX | MassMutual RetireSMART by JPM 2045 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2045 |
MMKNX | MassMutual RetireSMART by JPM 2045 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2045 |
MMKZX | MassMutual RetireSMART by JPM 2045 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2045 |
MMKTX | MassMutual RetireSMART by JPM 2045 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2045 |
MMKSX | MassMutual RetireSMART by JPM 2045 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2045 |
MMARX | MassMutual RetireSMART by JPM 2050 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2050 |
MMRYX | MassMutual RetireSMART by JPM 2050 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2050 |
MMRUX | MassMutual RetireSMART by JPM 2050 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2050 |
MMRNX | MassMutual RetireSMART by JPM 2050 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2050 |
MMRZX | MassMutual RetireSMART by JPM 2050 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2050 |
MMRTX | MassMutual RetireSMART by JPM 2050 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2050 |
MMTSX | MassMutual RetireSMART by JPM 2050 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2050 |
MMWAX | MassMutual RetireSMART by JPM 2055 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2055 |
MMWYX | MassMutual RetireSMART by JPM 2055 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2055 |
MMWZX | MassMutual RetireSMART by JPM 2055 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2055 |
MMWTX | MassMutual RetireSMART by JPM 2055 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2055 |
MMWEX | MassMutual RetireSMART by JPM 2055 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2055 |
MMWUX | MassMutual RetireSMART by JPM 2055 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2055 |
MMWSX | MassMutual RetireSMART by JPM 2055 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2055 |
MMWDX | MassMutual RetireSMART by JPM 2060 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2060 |
MMWFX | MassMutual RetireSMART by JPM 2060 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2060 |
MMWIX | MassMutual RetireSMART by JPM 2060 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2060 |
MMWBX | MassMutual RetireSMART by JPM 2060 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2060 |
MMWCX | MassMutual RetireSMART by JPM 2060 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2060 |
MMWHX | MassMutual RetireSMART by JPM 2060 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2060 |
MMWGX | MassMutual RetireSMART by JPM 2060 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2060 |
MMZGX | MassMutual RetireSMART by Jpm 2065 A | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2065+ |
MMZEX | MassMutual RetireSMART by Jpm 2065 Adm | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2065+ |
MMZBX | MassMutual RetireSMART by Jpm 2065 I | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2065+ |
MMZHX | MassMutual RetireSMART by Jpm 2065 R3 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2065+ |
MMZFX | MassMutual RetireSMART by Jpm 2065 R4 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2065+ |
MMZCX | MassMutual RetireSMART by Jpm 2065 R5 | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2065+ |
MMZDX | MassMutual RetireSMART by Jpm 2065 Svc | Owns companies we recommend for divestment | 73 | 50 | 120 | 59 | X | Target-Date 2065+ |
VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 73 | 50 | 114 | 59 | X | Moderate Allocation |
ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2030 |
ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2035 |
ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2040 |
ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2045 |
ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2050 |
IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2055 |
VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2060 |
VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 73 | 50 | 121 | 59 | X | Target-Date 2065+ |
AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
DGSIX | DFA Global Allocation 60/40 I | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Moderate Allocation |
DGEIX | DFA Global Equity I | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Global Large-Stock Blend |
DSHGX | DFA Selectively Hedged Glbl Eq I | Owns companies we recommend for divestment | 71 | 44 | 135 | 59 | X | Global Large-Stock Blend |
DREIX | DFA World Core Equity Institutional | Owns companies we recommend for divestment | 71 | 43 | 136 | 59 | X | Global Large-Stock Blend |
DRIGX | Dimensional 2035 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Target-Date 2035 |
DRIHX | Dimensional 2040 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Target-Date 2040 |
DRIIX | Dimensional 2045 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Target-Date 2045 |
DRIJX | Dimensional 2050 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Target-Date 2050 |
DRIKX | Dimensional 2055 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Target-Date 2055 |
DRILX | Dimensional 2060 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Target-Date 2060 |
DTDRX | Dimensional 2065 Target Dt Rtr Inc Instl | Owns companies we recommend for divestment | 71 | 44 | 136 | 59 | X | Target-Date 2065+ |
SWYEX | Schwab Target 2030 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2030 |
SWYFX | Schwab Target 2035 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2035 |
SWYGX | Schwab Target 2040 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2040 |
SWYHX | Schwab Target 2045 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2045 |
SWYMX | Schwab Target 2050 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2050 |
SWYJX | Schwab Target 2055 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2055 |
SWYNX | Schwab Target 2060 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2060 |
SWYOX | Schwab Target 2065 Index | Owns companies we recommend for divestment | 52 | 45 | 93 | 59 | X | Target-Date 2065+ |
FFNOX | Fidelity Multi-Asset Index | Owns companies we recommend for divestment | 47 | 45 | 82 | 59 | X | Moderately Aggressive Allocation |
| TSP L 2030 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2030 |
| TSP L 2035 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2035 |
| TSP L 2040 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2040 |
| TSP L 2045 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2045 |
| TSP L 2050 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2050 |
| TSP L 2055 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2055 |
| TSP L 2060 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2060 |
| TSP L 2065 | Owns companies we recommend for divestment | 45 | 45 | 71 | 59 | X | Target-Date 2065+ |
URTRX | Victory Target Retirement 2030 | Owns companies we recommend for divestment | 74 | 50 | 121 | 58 | X | Target-Date 2030 |
URFRX | Victory Target Retirement 2040 | Owns companies we recommend for divestment | 74 | 50 | 121 | 58 | X | Target-Date 2040 |
URFFX | Victory Target Retirement 2050 | Owns companies we recommend for divestment | 74 | 50 | 121 | 58 | X | Target-Date 2050 |
MWFAX | NYLI Equity ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Aggressive Allocation |
MWFCX | NYLI Equity ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Aggressive Allocation |
MWFIX | NYLI Equity ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Aggressive Allocation |
MWFQX | NYLI Equity ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Aggressive Allocation |
MWFVX | NYLI Equity ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Aggressive Allocation |
MOEAX | NYLI Growth ETF Allocation Class A | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Moderately Aggressive Allocation |
MOECX | NYLI Growth ETF Allocation Class C | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Moderately Aggressive Allocation |
MOEIX | NYLI Growth ETF Allocation Class I | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Moderately Aggressive Allocation |
MOERX | NYLI Growth ETF Allocation Class R3 | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Moderately Aggressive Allocation |
MOEVX | NYLI Growth ETF Allocation SIMPLE Class | Owns companies we recommend for divestment | 71 | 48 | 121 | 58 | X | Moderately Aggressive Allocation |
VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 71 | 48 | 124 | 58 | X | Global Large-Stock Blend |
VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 71 | 48 | 124 | 58 | X | Global Large-Stock Blend |
VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 71 | 48 | 124 | 58 | X | Global Large-Stock Blend |
SWEGX | Schwab MarketTrack All Equity | Owns companies we recommend for divestment | 69 | 49 | 113 | 58 | X | Aggressive Allocation |
SWBGX | Schwab MarketTrack Balanced | Owns companies we recommend for divestment | 69 | 49 | 113 | 58 | X | Moderate Allocation |
SWHGX | Schwab MarketTrack Growth | Owns companies we recommend for divestment | 69 | 49 | 113 | 58 | X | Moderately Aggressive Allocation |
URSIX | Victory Target Retirement 2060 | Owns companies we recommend for divestment | 74 | 47 | 121 | 57 | X | Target-Date 2060 |
AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2050 |
AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2050 |
AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2050 |
AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2050 |
AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2050 |
AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2055 |
AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2055 |
AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2055 |
AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2055 |
AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2055 |
AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2060 |
AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2060 |
AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2060 |
AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2060 |
AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2060 |
AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2065+ |
AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2065+ |
AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2065+ |
AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2065+ |
AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 71 | 47 | 119 | 57 | X | Target-Date 2065+ |
PVQAX | PIMCO RealPath Blend 2045 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2045 |
PVQNX | PIMCO RealPath Blend 2045 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 57 | X | Target-Date 2045 |
NWLAX | Nationwide Destination 2035 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2035 |
NWLSX | Nationwide Destination 2035 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2035 |
NWLBX | Nationwide Destination 2035 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2035 |
NWLIX | Nationwide Destination 2035 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2035 |
NWMAX | Nationwide Destination 2040 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
NWMSX | Nationwide Destination 2040 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
NWMDX | Nationwide Destination 2040 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
NWMHX | Nationwide Destination 2040 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2040 |
NWNAX | Nationwide Destination 2045 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWNSX | Nationwide Destination 2045 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWNBX | Nationwide Destination 2045 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWNIX | Nationwide Destination 2045 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2045 |
NWOAX | Nationwide Destination 2050 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NWOSX | Nationwide Destination 2050 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NWOBX | Nationwide Destination 2050 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NWOIX | Nationwide Destination 2050 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2050 |
NTDAX | Nationwide Destination 2055 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NTDSX | Nationwide Destination 2055 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NTDTX | Nationwide Destination 2055 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NTDIX | Nationwide Destination 2055 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2055 |
NWWRX | Nationwide Destination 2060 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWWVX | Nationwide Destination 2060 Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWWTX | Nationwide Destination 2060 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWWUX | Nationwide Destination 2060 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2060 |
NWAQX | Nationwide Destination 2065 A | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
NWATX | Nationwide Destination 2065 Instl Sv | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
NWARX | Nationwide Destination 2065 R | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
NWASX | Nationwide Destination 2065 R6 | Owns companies we recommend for divestment | 47 | 44 | 83 | 57 | X | Target-Date 2065+ |
NDAAX | Nationwide Inv Dest Agrsv A | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Aggressive Allocation |
NWWHX | Nationwide Inv Dest Agrsv Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Aggressive Allocation |
GAFRX | Nationwide Inv Dest Agrsv R | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Aggressive Allocation |
GAIDX | Nationwide Inv Dest Agrsv R6 | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Aggressive Allocation |
NDASX | Nationwide Inv Dest Agrsv Svc | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Aggressive Allocation |
NDMAX | Nationwide Inv Dest Mod Agrsv A | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Moderately Aggressive Allocation |
NWWIX | Nationwide Inv Dest Mod Agrsv Instl Svc | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Moderately Aggressive Allocation |
GMARX | Nationwide Inv Dest Mod Agrsv R | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Moderately Aggressive Allocation |
GMIAX | Nationwide Inv Dest Mod Agrsv R6 | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Moderately Aggressive Allocation |
NDMSX | Nationwide Inv Dest Mod Agrsv Svc | Owns companies we recommend for divestment | 47 | 44 | 84 | 57 | X | Moderately Aggressive Allocation |
TLQHX | Nuveen Lifecycle Index 2025 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
TLVPX | Nuveen Lifecycle Index 2025 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
TLQIX | Nuveen Lifecycle Index 2025 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
TLQRX | Nuveen Lifecycle Index 2025 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2025 |
TLHHX | Nuveen Lifecycle Index 2030 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
TLHPX | Nuveen Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
TLHIX | Nuveen Lifecycle Index 2030 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
TLHRX | Nuveen Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2030 |
TLYHX | Nuveen Lifecycle Index 2035 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLYPX | Nuveen Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLYIX | Nuveen Lifecycle Index 2035 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLYRX | Nuveen Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2035 |
TLZHX | Nuveen Lifecycle Index 2040 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLPRX | Nuveen Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLZIX | Nuveen Lifecycle Index 2040 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLZRX | Nuveen Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2040 |
TLMHX | Nuveen Lifecycle Index 2045 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TLMPX | Nuveen Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TLXIX | Nuveen Lifecycle Index 2045 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TLMRX | Nuveen Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2045 |
TLLHX | Nuveen Lifecycle Index 2050 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TLLPX | Nuveen Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TLLIX | Nuveen Lifecycle Index 2050 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TLLRX | Nuveen Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2050 |
TTIHX | Nuveen Lifecycle Index 2055 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TTIPX | Nuveen Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TTIIX | Nuveen Lifecycle Index 2055 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TTIRX | Nuveen Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2055 |
TVIHX | Nuveen Lifecycle Index 2060 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
TVIPX | Nuveen Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
TVIIX | Nuveen Lifecycle Index 2060 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
TVITX | Nuveen Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2060 |
TFIHX | Nuveen Lifecycle Index 2065 I | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
TFIPX | Nuveen Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
TFITX | Nuveen Lifecycle Index 2065 R6 | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
TFIRX | Nuveen Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 47 | 43 | 80 | 57 | X | Target-Date 2065+ |
IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2030 |
IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2030 |
IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2030 |
IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2030 |
VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2030 |
ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2035 |
ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2035 |
ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2035 |
IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2035 |
VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2035 |
IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2040 |
IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2040 |
IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2040 |
IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2040 |
VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2040 |
ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2045 |
ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2045 |
ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2045 |
ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2045 |
VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2045 |
IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2050 |
IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2050 |
IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2050 |
IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2050 |
VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2050 |
IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2055 |
IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2055 |
IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2055 |
IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2055 |
VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2055 |
VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2060 |
VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2060 |
VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2060 |
VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2060 |
VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2060 |
VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2065+ |
VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2065+ |
VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2065+ |
VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2065+ |
VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 47 | 44 | 78 | 57 | X | Target-Date 2065+ |
IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Aggressive Allocation |
IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Aggressive Allocation |
VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Aggressive Allocation |
IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Aggressive Allocation |
IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Aggressive Allocation |
IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Moderately Aggressive Allocation |
IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Moderately Aggressive Allocation |
VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Moderately Aggressive Allocation |
IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Moderately Aggressive Allocation |
IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 47 | 44 | 75 | 57 | X | Moderately Aggressive Allocation |
IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 45 | 44 | 70 | 57 | X | Moderately Aggressive Allocation |
IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 45 | 44 | 70 | 57 | X | Moderately Aggressive Allocation |
UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 73 | 48 | 121 | 56 | X | Global Large-Stock Blend |
PPQAX | PIMCO RealPath Blend 2050 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2050 |
PPQZX | PIMCO RealPath Blend 2050 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2050 |
PRQAX | PIMCO RealPath Blend 2055 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2055 |
PRQZX | PIMCO RealPath Blend 2055 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2055 |
PRBAX | PIMCO RealPath Blend 2060 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2060 |
PRBMX | PIMCO RealPath Blend 2060 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2060 |
PBLLX | PIMCO Realpath Blend 2065 A | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2065+ |
PBLIX | PIMCO Realpath Blend 2065 Institutional | Owns companies we recommend for divestment | 70 | 47 | 121 | 56 | X | Target-Date 2065+ |
PTCAX | Principal LifeTime 2030 A | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2030 |
PMTIX | Principal LifeTime 2030 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2030 |
PLTJX | Principal LifeTime 2030 J | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2030 |
PXASX | Principal LifeTime 2030 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2030 |
PTCMX | Principal LifeTime 2030 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2030 |
PTCSX | Principal LifeTime 2030 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2030 |
PTCPX | Principal LifeTime 2030 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2030 |
LTIUX | Principal LifeTime 2035 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2035 |
LTANX | Principal LifeTime 2035 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2035 |
LTAOX | Principal LifeTime 2035 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2035 |
LTSEX | Principal LifeTime 2035 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2035 |
LTPEX | Principal LifeTime 2035 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2035 |
PTDAX | Principal LifeTime 2040 A | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2040 |
PTDIX | Principal LifeTime 2040 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2040 |
PTDJX | Principal LifeTime 2040 J | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2040 |
PYASX | Principal LifeTime 2040 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2040 |
PTDMX | Principal LifeTime 2040 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2040 |
PTDSX | Principal LifeTime 2040 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2040 |
PTDPX | Principal LifeTime 2040 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2040 |
LTRIX | Principal LifeTime 2045 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2045 |
LTRGX | Principal LifeTime 2045 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2045 |
LTRVX | Principal LifeTime 2045 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2045 |
LTRLX | Principal LifeTime 2045 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2045 |
LTRDX | Principal LifeTime 2045 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2045 |
PPEAX | Principal LifeTime 2050 A | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2050 |
PPLIX | Principal LifeTime 2050 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2050 |
PFLJX | Principal LifeTime 2050 J | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2050 |
PZASX | Principal LifeTime 2050 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2050 |
PTERX | Principal LifeTime 2050 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2050 |
PTESX | Principal LifeTime 2050 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2050 |
PTEFX | Principal LifeTime 2050 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2050 |
LTFIX | Principal LifeTime 2055 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2055 |
LTFGX | Principal LifeTime 2055 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2055 |
LTFDX | Principal LifeTime 2055 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2055 |
LTFLX | Principal LifeTime 2055 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2055 |
LTFPX | Principal LifeTime 2055 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2055 |
PLTZX | Principal LifeTime 2060 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2060 |
PLTAX | Principal LifeTime 2060 J | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2060 |
PLTRX | Principal LifeTime 2060 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2060 |
PLTCX | Principal LifeTime 2060 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2060 |
PLTMX | Principal LifeTime 2060 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2060 |
PLTOX | Principal LifeTime 2060 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2060 |
PLJIX | Principal LifeTime 2065 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLJAX | Principal LifeTime 2065 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLJCX | Principal LifeTime 2065 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLJDX | Principal LifeTime 2065 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLJEX | Principal LifeTime 2065 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLTGX | Principal LifeTime 2070 Institutional | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLTLX | Principal LifeTime 2070 J | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLTSX | Principal LifeTime 2070 R1 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLTDX | Principal LifeTime 2070 R3 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLTBX | Principal LifeTime 2070 R4 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
PLTFX | Principal LifeTime 2070 R5 | Owns companies we recommend for divestment | 49 | 44 | 70 | 56 | X | Target-Date 2065+ |
AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 69 | 47 | 122 | 55 | X | Global Large-Stock Blend |
AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 69 | 47 | 122 | 55 | X | Moderate Allocation |
MDAAX | NYLI Moderate ETF Allocation Class A | Owns companies we recommend for divestment | 67 | 44 | 113 | 55 | X | Moderate Allocation |
MDAKX | NYLI Moderate ETF Allocation Class C | Owns companies we recommend for divestment | 67 | 44 | 113 | 55 | X | Moderate Allocation |
MDAIX | NYLI Moderate ETF Allocation Class I | Owns companies we recommend for divestment | 67 | 44 | 113 | 55 | X | Moderate Allocation |
MDARX | NYLI Moderate ETF Allocation Class R3 | Owns companies we recommend for divestment | 67 | 44 | 113 | 55 | X | Moderate Allocation |
MDAVX | NYLI Moderate ETF Allocation SIMPLE Cl | Owns companies we recommend for divestment | 67 | 44 | 113 | 55 | X | Moderate Allocation |
FAFEX | Fidelity Advisor Freedom 2030 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2030 |
FCFEX | Fidelity Advisor Freedom 2030 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2030 |
FEFIX | Fidelity Advisor Freedom 2030 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2030 |
FDGLX | Fidelity Advisor Freedom 2030 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2030 |
FTFEX | Fidelity Advisor Freedom 2030 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2030 |
FIJNX | Fidelity Advisor Freedom 2030 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2030 |
FATHX | Fidelity Advisor Freedom 2035 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2035 |
FCTHX | Fidelity Advisor Freedom 2035 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2035 |
FITHX | Fidelity Advisor Freedom 2035 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2035 |
FHGLX | Fidelity Advisor Freedom 2035 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2035 |
FTTHX | Fidelity Advisor Freedom 2035 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2035 |
FIJOX | Fidelity Advisor Freedom 2035 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2035 |
FAFFX | Fidelity Advisor Freedom 2040 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2040 |
FCFFX | Fidelity Advisor Freedom 2040 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2040 |
FIFFX | Fidelity Advisor Freedom 2040 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2040 |
FKGLX | Fidelity Advisor Freedom 2040 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2040 |
FTFFX | Fidelity Advisor Freedom 2040 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2040 |
FIJPX | Fidelity Advisor Freedom 2040 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2040 |
FFFZX | Fidelity Advisor Freedom 2045 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2045 |
FFFJX | Fidelity Advisor Freedom 2045 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2045 |
FFFIX | Fidelity Advisor Freedom 2045 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2045 |
FCGLX | Fidelity Advisor Freedom 2045 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2045 |
FFFTX | Fidelity Advisor Freedom 2045 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2045 |
FIJQX | Fidelity Advisor Freedom 2045 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2045 |
FFFLX | Fidelity Advisor Freedom 2050 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2050 |
FFFYX | Fidelity Advisor Freedom 2050 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2050 |
FFFPX | Fidelity Advisor Freedom 2050 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2050 |
FVGLX | Fidelity Advisor Freedom 2050 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2050 |
FFFQX | Fidelity Advisor Freedom 2050 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2050 |
FIJRX | Fidelity Advisor Freedom 2050 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2050 |
FHFAX | Fidelity Advisor Freedom 2055 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2055 |
FHFCX | Fidelity Advisor Freedom 2055 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2055 |
FHFIX | Fidelity Advisor Freedom 2055 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2055 |
FBGLX | Fidelity Advisor Freedom 2055 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2055 |
FHFTX | Fidelity Advisor Freedom 2055 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2055 |
FIJSX | Fidelity Advisor Freedom 2055 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2055 |
FDKPX | Fidelity Advisor Freedom 2060 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2060 |
FDKSX | Fidelity Advisor Freedom 2060 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2060 |
FDKQX | Fidelity Advisor Freedom 2060 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2060 |
FNGLX | Fidelity Advisor Freedom 2060 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2060 |
FDKTX | Fidelity Advisor Freedom 2060 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2060 |
FIJTX | Fidelity Advisor Freedom 2060 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2060 |
FDFZX | Fidelity Advisor Freedom 2065 A | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2065+ |
FDFYX | Fidelity Advisor Freedom 2065 C | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2065+ |
FDFSX | Fidelity Advisor Freedom 2065 I | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2065+ |
FDFRX | Fidelity Advisor Freedom 2065 K6 | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2065+ |
FDFVX | Fidelity Advisor Freedom 2065 M | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2065+ |
FDFQX | Fidelity Advisor Freedom 2065 Z | Owns companies we recommend for divestment | 66 | 49 | 93 | 55 | X | Target-Date 2065+ |
AOA | iShares Core Aggressive Allocation ETF | Owns companies we recommend for divestment | 59 | 46 | 101 | 55 | X | Global Allocation |
AOR | iShares Core Growth Allocation ETF | Owns companies we recommend for divestment | 59 | 46 | 101 | 55 | X | Moderate Allocation |
VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2030 |
VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2035 |
VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2040 |
VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2045 |
VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2050 |
VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2055 |
VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2060 |
VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 69 | 46 | 124 | 54 | X | Target-Date 2065+ |
GAL | SPDR® SSgA Global Allocation ETF | Owns companies we recommend for divestment | 65 | 43 | 119 | 54 | X | Global Allocation |
JSBSX | JPMorgan SmartRetirement® Blend 2065 I | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBZX | JPMorgan SmartRetirement® Blend 2065 R2 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBPX | JPMorgan SmartRetirement® Blend 2065 R3 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBQX | JPMorgan SmartRetirement® Blend 2065 R4 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSMDX | JPMorgan SmartRetirement® Blend 2065 R5 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
JSBYX | JPMorgan SmartRetirement® Blend 2065 R6 | Owns companies we recommend for divestment | 46 | 43 | 77 | 54 | X | Target-Date 2065+ |
SWDRX | Schwab Target 2030 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2030 |
SWIRX | Schwab Target 2035 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2035 |
SWERX | Schwab Target 2040 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2040 |
SWMRX | Schwab Target 2045 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2045 |
SWNRX | Schwab Target 2050 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2050 |
SWORX | Schwab Target 2055 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2055 |
SWPRX | Schwab Target 2060 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2060 |
SWQRX | Schwab Target 2065 | Owns companies we recommend for divestment | 46 | 39 | 86 | 54 | X | Target-Date 2065+ |
FCTDX | Strategic Advisers Fidelity US TtlStk | Owns companies we recommend for divestment | 37 | 44 | 49 | 54 | X | Large Blend |
FJAMX | Fidelity Advisor Freedom Blend 2030 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FJTMX | Fidelity Advisor Freedom Blend 2030 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FJEFX | Fidelity Advisor Freedom Blend 2030 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FTYJX | Fidelity Advisor Freedom Blend 2030 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FJLMX | Fidelity Advisor Freedom Blend 2030 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FHJGX | Fidelity Advisor Freedom Blend 2035 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHVCX | Fidelity Advisor Freedom Blend 2035 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHGDX | Fidelity Advisor Freedom Blend 2035 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHBCX | Fidelity Advisor Freedom Blend 2035 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHSDX | Fidelity Advisor Freedom Blend 2035 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHDEX | Fidelity Advisor Freedom Blend 2040 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHZEX | Fidelity Advisor Freedom Blend 2040 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHJFX | Fidelity Advisor Freedom Blend 2040 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHOEX | Fidelity Advisor Freedom Blend 2040 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHHFX | Fidelity Advisor Freedom Blend 2040 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHGFX | Fidelity Advisor Freedom Blend 2045 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHDFX | Fidelity Advisor Freedom Blend 2045 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHCFX | Fidelity Advisor Freedom Blend 2045 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHEFX | Fidelity Advisor Freedom Blend 2045 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHBFX | Fidelity Advisor Freedom Blend 2045 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHJKX | Fidelity Advisor Freedom Blend 2050 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHXEX | Fidelity Advisor Freedom Blend 2050 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHWEX | Fidelity Advisor Freedom Blend 2050 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHYEX | Fidelity Advisor Freedom Blend 2050 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHVEX | Fidelity Advisor Freedom Blend 2050 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHUEX | Fidelity Advisor Freedom Blend 2055 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHREX | Fidelity Advisor Freedom Blend 2055 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHQEX | Fidelity Advisor Freedom Blend 2055 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHTEX | Fidelity Advisor Freedom Blend 2055 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHPEX | Fidelity Advisor Freedom Blend 2055 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHNEX | Fidelity Advisor Freedom Blend 2060 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FHLEX | Fidelity Advisor Freedom Blend 2060 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FHKEX | Fidelity Advisor Freedom Blend 2060 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FHMEX | Fidelity Advisor Freedom Blend 2060 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FHJEX | Fidelity Advisor Freedom Blend 2060 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FAZAX | Fidelity Advisor Freedom Blend 2065 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FAXDX | Fidelity Advisor Freedom Blend 2065 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FAXFX | Fidelity Advisor Freedom Blend 2065 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FAXEX | Fidelity Advisor Freedom Blend 2065 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FAXGX | Fidelity Advisor Freedom Blend 2065 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FELSX | Fidelity Flex Freedom Blend 2025 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2025 |
FVLSX | Fidelity Flex Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FJLSX | Fidelity Flex Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FCLSX | Fidelity Flex Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FOLSX | Fidelity Flex Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FYLSX | Fidelity Flex Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FQLSX | Fidelity Flex Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FWLSX | Fidelity Flex Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FDFPX | Fidelity Flex Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FHATX | Fidelity Freedom Blend 2030 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FHAEX | Fidelity Freedom Blend 2030 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FHKDX | Fidelity Freedom Blend 2030 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FHASX | Fidelity Freedom Blend 2035 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHZDX | Fidelity Freedom Blend 2035 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHJDX | Fidelity Freedom Blend 2035 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FHARX | Fidelity Freedom Blend 2040 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHYDX | Fidelity Freedom Blend 2040 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHHDX | Fidelity Freedom Blend 2040 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FHAQX | Fidelity Freedom Blend 2045 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHXDX | Fidelity Freedom Blend 2045 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHFDX | Fidelity Freedom Blend 2045 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FHAPX | Fidelity Freedom Blend 2050 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHWDX | Fidelity Freedom Blend 2050 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHEDX | Fidelity Freedom Blend 2050 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FHAOX | Fidelity Freedom Blend 2055 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHVDX | Fidelity Freedom Blend 2055 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHDDX | Fidelity Freedom Blend 2055 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FHANX | Fidelity Freedom Blend 2060 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FHTDX | Fidelity Freedom Blend 2060 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FHCDX | Fidelity Freedom Blend 2060 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FFBSX | Fidelity Freedom Blend 2065 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FFBKX | Fidelity Freedom Blend 2065 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FFBQX | Fidelity Freedom Blend 2065 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRBYX | Fidelity Freedom Blend 2070 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRCHX | Fidelity Freedom Blend 2070 A | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRCKX | Fidelity Freedom Blend 2070 C | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRCLX | Fidelity Freedom Blend 2070 I | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRBZX | Fidelity Freedom Blend 2070 K | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRCFX | Fidelity Freedom Blend 2070 K6 | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRCJX | Fidelity Freedom Blend 2070 M | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRCPX | Fidelity Freedom Blend 2070 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FRCNX | Fidelity Freedom Blend 2070 Z | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
FFBPX | Fidelity Freedom Blnd 2030 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2030 |
FFBRX | Fidelity Freedom Blnd 2035 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2035 |
FFBTX | Fidelity Freedom Blnd 2040 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2040 |
FFBUX | Fidelity Freedom Blnd 2045 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2045 |
FFBWX | Fidelity Freedom Blnd 2050 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2050 |
FFBZX | Fidelity Freedom Blnd 2055 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2055 |
FFCBX | Fidelity Freedom Blnd 2060 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2060 |
FFCHX | Fidelity Freedom Blnd 2065 Premier | Owns companies we recommend for divestment | 69 | 42 | 108 | 53 | X | Target-Date 2065+ |
| JNL iShares Tactical Growth A | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderately Aggressive Allocation |
| JNL iShares Tactical Growth I | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderately Aggressive Allocation |
| JNL iShares Tactical Moderate Growth A | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderate Allocation |
| JNL iShares Tactical Moderate Growth I | Owns companies we recommend for divestment | 66 | 41 | 117 | 53 | X | Moderate Allocation |
HASAX | Horizon Active Asset Allocation A | Owns companies we recommend for divestment | 57 | 42 | 99 | 53 | X | Tactical Allocation |
HASIX | Horizon Active Asset Allocation I | Owns companies we recommend for divestment | 57 | 42 | 99 | 53 | X | Tactical Allocation |
AAANX | Horizon Active Asset Allocation Investor | Owns companies we recommend for divestment | 57 | 42 | 99 | 53 | X | Tactical Allocation |
SACAX | Principal SAM Strategic Growth A | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
SWHCX | Principal SAM Strategic Growth C | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
PSWIX | Principal SAM Strategic Growth Inst | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
PSWJX | Principal SAM Strategic Growth J | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
PSGGX | Principal SAM Strategic Growth R1 | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
PSGPX | Principal SAM Strategic Growth R3 | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
PSGLX | Principal SAM Strategic Growth R4 | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
PSGFX | Principal SAM Strategic Growth R5 | Owns companies we recommend for divestment | 44 | 41 | 71 | 53 | X | Aggressive Allocation |
JRBEX | JPMorgan SmartRetirement® Blend 2030 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JRBRX | JPMorgan SmartRetirement® Blend 2030 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JUTPX | JPMorgan SmartRetirement® Blend 2030 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JUTUX | JPMorgan SmartRetirement® Blend 2030 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JRBBX | JPMorgan SmartRetirement® Blend 2030 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JRBYX | JPMorgan SmartRetirement® Blend 2030 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2030 |
JPSRX | JPMorgan SmartRetirement® Blend 2035 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPRRX | JPMorgan SmartRetirement® Blend 2035 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPTLX | JPMorgan SmartRetirement® Blend 2035 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPTKX | JPMorgan SmartRetirement® Blend 2035 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPBRX | JPMorgan SmartRetirement® Blend 2035 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JPYRX | JPMorgan SmartRetirement® Blend 2035 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2035 |
JOBEX | JPMorgan SmartRetirement® Blend 2040 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JOBRX | JPMorgan SmartRetirement® Blend 2040 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JNTEX | JPMorgan SmartRetirement® Blend 2040 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JNTNX | JPMorgan SmartRetirement® Blend 2040 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JOBBX | JPMorgan SmartRetirement® Blend 2040 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JOBYX | JPMorgan SmartRetirement® Blend 2040 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2040 |
JMSSX | JPMorgan SmartRetirement® Blend 2045 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNARX | JPMorgan SmartRetirement® Blend 2045 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNTOX | JPMorgan SmartRetirement® Blend 2045 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNTLX | JPMorgan SmartRetirement® Blend 2045 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JMBRX | JPMorgan SmartRetirement® Blend 2045 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JMYAX | JPMorgan SmartRetirement® Blend 2045 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2045 |
JNEAX | JPMorgan SmartRetirement® Blend 2050 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNNRX | JPMorgan SmartRetirement® Blend 2050 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNTKX | JPMorgan SmartRetirement® Blend 2050 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNTPX | JPMorgan SmartRetirement® Blend 2050 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNABX | JPMorgan SmartRetirement® Blend 2050 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JNYAX | JPMorgan SmartRetirement® Blend 2050 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2050 |
JPTBX | JPMorgan SmartRetirement® Blend 2055 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTRBX | JPMorgan SmartRetirement® Blend 2055 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTTUX | JPMorgan SmartRetirement® Blend 2055 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTTLX | JPMorgan SmartRetirement® Blend 2055 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTBBX | JPMorgan SmartRetirement® Blend 2055 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JTYBX | JPMorgan SmartRetirement® Blend 2055 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2055 |
JACSX | JPMorgan SmartRetirement® Blend 2060 I | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JATPX | JPMorgan SmartRetirement® Blend 2060 R2 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JATQX | JPMorgan SmartRetirement® Blend 2060 R3 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JATUX | JPMorgan SmartRetirement® Blend 2060 R4 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JAABX | JPMorgan SmartRetirement® Blend 2060 R5 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
JAAYX | JPMorgan SmartRetirement® Blend 2060 R6 | Owns companies we recommend for divestment | 43 | 41 | 76 | 53 | X | Target-Date 2060 |
VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 35 | 39 | 48 | 53 | X | Moderate Allocation |
MXAYX | Empower Lifetime 2030 Instl | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2030 |
MXATX | Empower Lifetime 2030 Inv | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2030 |
MXAUX | Empower Lifetime 2030 Svc | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2030 |
MXTBX | Empower Lifetime 2035 Instl | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2035 |
MXKLX | Empower Lifetime 2035 Inv | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2035 |
MXLLX | Empower Lifetime 2035 Svc | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2035 |
MXBGX | Empower Lifetime 2040 Instl | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2040 |
MXBDX | Empower Lifetime 2040 Inv | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2040 |
MXBEX | Empower Lifetime 2040 Svc | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2040 |
MXWEX | Empower Lifetime 2045 Instl | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2045 |
MXQLX | Empower Lifetime 2045 Inv | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2045 |
MXRLX | Empower Lifetime 2045 Svc | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2045 |
MXBSX | Empower Lifetime 2050 Instl | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2050 |
MXBOX | Empower Lifetime 2050 Inv | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2050 |
MXBQX | Empower Lifetime 2050 Svc | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2050 |
MXZHX | Empower Lifetime 2055 Instl | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2055 |
MXWLX | Empower Lifetime 2055 Inv | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2055 |
MXXLX | Empower Lifetime 2055 Svc | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2055 |
MXGUX | Empower Lifetime 2060 Instl | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2060 |
MXGNX | Empower Lifetime 2060 Inv | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2060 |
MXGQX | Empower Lifetime 2060 Svc | Owns companies we recommend for divestment | 42 | 40 | 77 | 52 | X | Target-Date 2060 |
TBLWX | T. Rowe Price Retirement Blend 2030 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2030 |
TBLGX | T. Rowe Price Retirement Blend 2030 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2030 |
TBLYX | T. Rowe Price Retirement Blend 2035 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2035 |
TBLHX | T. Rowe Price Retirement Blend 2035 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2035 |
TRBLX | T. Rowe Price Retirement Blend 2040 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2040 |
TBLJX | T. Rowe Price Retirement Blend 2040 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2040 |
TRBQX | T. Rowe Price Retirement Blend 2045 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2045 |
TBLKX | T. Rowe Price Retirement Blend 2045 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2045 |
TRBSX | T. Rowe Price Retirement Blend 2050 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2050 |
TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2050 |
TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2055 |
TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2055 |
TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2060 |
TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2060 |
TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2065+ |
TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 38 | 40 | 54 | 52 | X | Target-Date 2065+ |
VYGQX | Voya Global Diversified Payment A | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGRX | Voya Global Diversified Payment C | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGSX | Voya Global Diversified Payment I | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGTX | Voya Global Diversified Payment R | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGUX | Voya Global Diversified Payment R6 | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
VYGWX | Voya Global Diversified Payment W | Owns companies we recommend for divestment | 40 | 40 | 55 | 51 | X | Global Allocation |
MURIX | MoA Clear Passage 2030 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2030 |
MURJX | MoA Clear Passage 2035 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2035 |
MURLX | MoA Clear Passage 2040 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2040 |
MURMX | MoA Clear Passage 2045 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2045 |
MURNX | MoA Clear Passage 2050 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2050 |
MUROX | MoA Clear Passage 2055 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2055 |
MURPX | MoA Clear Passage 2060 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2060 |
MURQX | MoA Clear Passage 2065 Fund | Owns companies we recommend for divestment | 37 | 41 | 71 | 51 | X | Target-Date 2065+ |
ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 37 | 40 | 51 | 51 | X | Moderate Allocation |
FCFMX | Fidelity Series Total Market Index | Owns companies we recommend for divestment | 32 | 39 | 45 | 49 | X | Large Blend |
FFFEX | Fidelity Freedom 2030 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2030 |
FSNQX | Fidelity Freedom 2030 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2030 |
FGTKX | Fidelity Freedom 2030 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2030 |
FFTHX | Fidelity Freedom 2035 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2035 |
FSNUX | Fidelity Freedom 2035 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2035 |
FWTKX | Fidelity Freedom 2035 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2035 |
FFFFX | Fidelity Freedom 2040 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2040 |
FSNVX | Fidelity Freedom 2040 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2040 |
FHTKX | Fidelity Freedom 2040 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2040 |
FFFGX | Fidelity Freedom 2045 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2045 |
FSNZX | Fidelity Freedom 2045 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2045 |
FJTKX | Fidelity Freedom 2045 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2045 |
FFFHX | Fidelity Freedom 2050 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2050 |
FNSBX | Fidelity Freedom 2050 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2050 |
FZTKX | Fidelity Freedom 2050 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2050 |
FDEEX | Fidelity Freedom 2055 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2055 |
FNSDX | Fidelity Freedom 2055 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2055 |
FCTKX | Fidelity Freedom 2055 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2055 |
FDKVX | Fidelity Freedom 2060 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2060 |
FNSFX | Fidelity Freedom 2060 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2060 |
FVTKX | Fidelity Freedom 2060 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2060 |
FFSFX | Fidelity Freedom 2065 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2065+ |
FFSDX | Fidelity Freedom 2065 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2065+ |
FFSZX | Fidelity Freedom 2065 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2065+ |
FRBDX | Fidelity Freedom 2070 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2065+ |
FRBEX | Fidelity Freedom 2070 K | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2065+ |
FRBHX | Fidelity Freedom 2070 K6 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2065+ |
FMRHX | Fidelity Simplicity RMD 2025 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2025 |
FSRMX | Fidelity Simplicity RMD 2030 | Owns companies we recommend for divestment | 60 | 42 | 89 | 48 | X | Target-Date 2030 |
DAACX | SEI Diversified Equity | Owns companies we recommend for divestment | 36 | 33 | 61 | 48 | X | Large Blend |
IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 36 | 34 | 61 | 48 | X | Moderate Allocation |
IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 36 | 34 | 61 | 48 | X | Moderate Allocation |
VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 33 | 39 | 44 | 48 | X | Large Blend |
FSKAX | Fidelity Total Market Index | Owns companies we recommend for divestment | 32 | 38 | 45 | 48 | X | Large Blend |
VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 32 | 36 | 43 | 48 | X | Large Growth |
HRAAX | Hartford Growth Allocation A | Owns companies we recommend for divestment | 41 | 35 | 61 | 47 | X | Moderately Aggressive Allocation |
HRACX | Hartford Growth Allocation C | Owns companies we recommend for divestment | 41 | 35 | 61 | 47 | X | Moderately Aggressive Allocation |
HRAFX | Hartford Growth Allocation F | Owns companies we recommend for divestment | 41 | 35 | 61 | 47 | X | Moderately Aggressive Allocation |
HRAIX | Hartford Growth Allocation I | Owns companies we recommend for divestment | 41 | 35 | 61 | 47 | X | Moderately Aggressive Allocation |
HRARX | Hartford Growth Allocation R3 | Owns companies we recommend for divestment | 41 | 35 | 61 | 47 | X | Moderately Aggressive Allocation |
HRASX | Hartford Growth Allocation R4 | Owns companies we recommend for divestment | 41 | 35 | 61 | 47 | X | Moderately Aggressive Allocation |
HRATX | Hartford Growth Allocation R5 | Owns companies we recommend for divestment | 41 | 35 | 61 | 47 | X | Moderately Aggressive Allocation |
RBLAX | Russell Inv LifePoints Balanced Strat A | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderate Allocation |
RBLCX | Russell Inv LifePoints Balanced Strat C | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderate Allocation |
RBLRX | Russell Inv LifePoints Balanced Strat R1 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderate Allocation |
RBLUX | Russell Inv LifePoints Balanced Strat R4 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderate Allocation |
RBLVX | Russell Inv LifePoints Balanced Strat R5 | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderate Allocation |
RBLSX | Russell Inv LifePoints Balanced Strat S | Owns companies we recommend for divestment | 41 | 33 | 67 | 47 | X | Moderate Allocation |
BAAPX | BlackRock 80/20 Target Allocation A | Owns companies we recommend for divestment | 37 | 33 | 66 | 47 | X | Moderately Aggressive Allocation |
BCAPX | BlackRock 80/20 Target Allocation C | Owns companies we recommend for divestment | 37 | 33 | 66 | 47 | X | Moderately Aggressive Allocation |
BIAPX | BlackRock 80/20 Target Allocation Instl | Owns companies we recommend for divestment | 37 | 33 | 66 | 47 | X | Moderately Aggressive Allocation |
BKAPX | BlackRock 80/20 Target Allocation K | Owns companies we recommend for divestment | 37 | 33 | 66 | 47 | X | Moderately Aggressive Allocation |
BRAPX | BlackRock 80/20 Target Allocation R | Owns companies we recommend for divestment | 37 | 33 | 66 | 47 | X | Moderately Aggressive Allocation |
VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Moderate Allocation |
VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Large Blend |
VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 33 | 39 | 43 | 47 | X | Large Blend |
IWV | iShares Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
BITSX | iShares Total US Stock Market Idx Instl | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
BASMX | iShares Total US Stock Market Idx Inv A | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
BKTSX | iShares Total US Stock Market Idx K | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TINRX | Nuveen Equity Index A | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TEIHX | Nuveen Equity Index I | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TCEPX | Nuveen Equity Index Premier | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TIQRX | Nuveen Equity Index R | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TIEIX | Nuveen Equity Index R6 | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
TEQWX | Nuveen Equity Index W | Owns companies we recommend for divestment | 32 | 37 | 43 | 47 | X | Large Blend |
SWTSX | Schwab Total Stock Market Index | Owns companies we recommend for divestment | 32 | 38 | 44 | 47 | X | Large Blend |
VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 32 | 38 | 43 | 47 | X | Large Blend |
VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 32 | 38 | 43 | 47 | X | Large Blend |
FZROX | Fidelity ZERO Total Market Index | Owns companies we recommend for divestment | 31 | 37 | 44 | 47 | X | Large Blend |
ITOT | iShares Core S&P Total US Stock Mkt ETF | Owns companies we recommend for divestment | 31 | 37 | 44 | 47 | X | Large Blend |
SCHB | Schwab US Broad Market ETF™ | Owns companies we recommend for divestment | 30 | 37 | 41 | 47 | X | Large Blend |
SBALX | Victory Strategic Allocation A | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
VBFCX | Victory Strategic Allocation C | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
VBFIX | Victory Strategic Allocation I | Owns companies we recommend for divestment | 64 | 36 | 110 | 46 | X | Global Allocation |
PDGCX | PGIM Target Date 2035 R1 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2035 |
PDGEX | PGIM Target Date 2035 R2 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2035 |
PDGFX | PGIM Target Date 2035 R3 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2035 |
PDGGX | PGIM Target Date 2035 R4 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2035 |
PDGHX | PGIM Target Date 2035 R5 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2035 |
PDGJX | PGIM Target Date 2035 R6 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2035 |
PDHDX | PGIM Target Date 2040 R1 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2040 |
PDHEX | PGIM Target Date 2040 R2 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2040 |
PDHFX | PGIM Target Date 2040 R3 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2040 |
PDHGX | PGIM Target Date 2040 R4 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2040 |
PDHHX | PGIM Target Date 2040 R5 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2040 |
PDHJX | PGIM Target Date 2040 R6 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2040 |
PDIDX | PGIM Target Date 2045 R1 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2045 |
PDIEX | PGIM Target Date 2045 R2 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2045 |
PDIKX | PGIM Target Date 2045 R3 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2045 |
PDIGX | PGIM Target Date 2045 R4 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2045 |
PDIHX | PGIM Target Date 2045 R5 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2045 |
PDIJX | PGIM Target Date 2045 R6 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2045 |
PDJDX | PGIM Target Date 2050 R1 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2050 |
PDJEX | PGIM Target Date 2050 R2 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2050 |
PDJFX | PGIM Target Date 2050 R3 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2050 |
PDJGX | PGIM Target Date 2050 R4 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2050 |
PDJHX | PGIM Target Date 2050 R5 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2050 |
PDJJX | PGIM Target Date 2050 R6 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2050 |
PDKDX | PGIM Target Date 2055 R1 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2055 |
PDKEX | PGIM Target Date 2055 R2 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2055 |
PDKFX | PGIM Target Date 2055 R3 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2055 |
PDKGX | PGIM Target Date 2055 R4 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2055 |
PDKHX | PGIM Target Date 2055 R5 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2055 |
PDKJX | PGIM Target Date 2055 R6 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2055 |
PDLDX | PGIM Target Date 2060 R1 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2060 |
PDLEX | PGIM Target Date 2060 R2 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2060 |
PDLFX | PGIM Target Date 2060 R3 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2060 |
PDLGX | PGIM Target Date 2060 R4 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2060 |
PDLHX | PGIM Target Date 2060 R5 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2060 |
PDLJX | PGIM Target Date 2060 R6 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2060 |
PDOAX | PGIM Target Date 2065 R1 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2065+ |
PDODX | PGIM Target Date 2065 R2 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2065+ |
PDOEX | PGIM Target Date 2065 R3 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2065+ |
PDOFX | PGIM Target Date 2065 R4 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2065+ |
PDOGX | PGIM Target Date 2065 R5 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2065+ |
PDOHX | PGIM Target Date 2065 R6 | Owns companies we recommend for divestment | 37 | 34 | 72 | 46 | X | Target-Date 2065+ |
BIGPX | BlackRock 60/40 Target Allocation Instl | Owns companies we recommend for divestment | 36 | 33 | 64 | 46 | X | Moderate Allocation |
BAGPX | BlackRock 60/40 Target Allocation Inv A | Owns companies we recommend for divestment | 36 | 33 | 64 | 46 | X | Moderate Allocation |
BCGPX | BlackRock 60/40 Target Allocation Inv C | Owns companies we recommend for divestment | 36 | 33 | 64 | 46 | X | Moderate Allocation |
BKGPX | BlackRock 60/40 Target Allocation K | Owns companies we recommend for divestment | 36 | 33 | 64 | 46 | X | Moderate Allocation |
BRGPX | BlackRock 60/40 Target Allocation R | Owns companies we recommend for divestment | 36 | 33 | 64 | 46 | X | Moderate Allocation |
JGCAX | Janus Henderson Global Allocation Gr A | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JGCCX | Janus Henderson Global Allocation Gr C | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JNSGX | Janus Henderson Global Allocation Gr D | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JGCIX | Janus Henderson Global Allocation Gr I | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JGCSX | Janus Henderson Global Allocation Gr S | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JSPGX | Janus Henderson Global Allocation Gr T | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JMOAX | Janus Henderson Global Allocation Mod A | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JMOCX | Janus Henderson Global Allocation Mod C | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JNSMX | Janus Henderson Global Allocation Mod D | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JMOIX | Janus Henderson Global Allocation Mod I | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JMOSX | Janus Henderson Global Allocation Mod S | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
JSPMX | Janus Henderson Global Allocation Mod T | Owns companies we recommend for divestment | 36 | 39 | 52 | 46 | X | Global Allocation |
WINDX | FT Wilshire 5000 Index Instl | Owns companies we recommend for divestment | 29 | 37 | 39 | 46 | X | Large Blend |
WFIVX | FT Wilshire 5000 Index Invmt | Owns companies we recommend for divestment | 29 | 37 | 39 | 46 | X | Large Blend |
SASDX | SEI Aggressive Strategy D (SAAT) | Owns companies we recommend for divestment | 63 | 37 | 104 | 45 | X | Global Allocation |
SSGAX | SEI Aggressive Strategy F (SAAT) | Owns companies we recommend for divestment | 63 | 37 | 104 | 45 | X | Global Allocation |
SEAIX | SEI Aggressive Strategy I (SAAT) | Owns companies we recommend for divestment | 63 | 37 | 104 | 45 | X | Global Allocation |
QCSTIX | CREF Stock R3 | Owns companies we recommend for divestment | 59 | 39 | 110 | 45 | X | Aggressive Allocation |
REAAX | Russell Inv LifePoints Equity Gr Strat A | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RELCX | Russell Inv LifePoints Equity Gr Strat C | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RELSX | Russell Inv LifePoints Equity Gr Strat S | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RELRX | Russell Inv LifePoints Equity Gr StratR1 | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RELUX | Russell Inv LifePoints Equity Gr StratR4 | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RELVX | Russell Inv LifePoints Equity Gr StratR5 | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RALAX | Russell Inv LifePoints Growth Strat A | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RALCX | Russell Inv LifePoints Growth Strat C | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RALRX | Russell Inv LifePoints Growth Strat R1 | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RALUX | Russell Inv LifePoints Growth Strat R4 | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RALVX | Russell Inv LifePoints Growth Strat R5 | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
RALSX | Russell Inv LifePoints Growth Strat S | Owns companies we recommend for divestment | 40 | 33 | 67 | 45 | X | Moderately Aggressive Allocation |
VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 34 | 33 | 64 | 45 | X | Moderately Aggressive Allocation |
VLSMX | VALIC Company I Moderate Gr Lifestyle | Owns companies we recommend for divestment | 34 | 33 | 64 | 45 | X | Moderate Allocation |
PHTNX | Principal LifeTime Hybrid 2030 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2030 |
PHJNX | Principal LifeTime Hybrid 2030 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2030 |
PLZTX | Principal LifeTime Hybrid 2030 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2030 |
PHTJX | Principal LifeTime Hybrid 2035 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2035 |
PHJJX | Principal LifeTime Hybrid 2035 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2035 |
PLRTX | Principal LifeTime Hybrid 2035 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2035 |
PLTQX | Principal LifeTime Hybrid 2040 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2040 |
PHJEX | Principal LifeTime Hybrid 2040 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2040 |
PLMTX | Principal LifeTime Hybrid 2040 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2040 |
PHTYX | Principal LifeTime Hybrid 2045 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2045 |
PHJYX | Principal LifeTime Hybrid 2045 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2045 |
PLNTX | Principal LifeTime Hybrid 2045 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2045 |
PHTUX | Principal LifeTime Hybrid 2050 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2050 |
PHJUX | Principal LifeTime Hybrid 2050 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2050 |
PLJTX | Principal LifeTime Hybrid 2050 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2050 |
PLTNX | Principal LifeTime Hybrid 2055 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2055 |
PHJBX | Principal LifeTime Hybrid 2055 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2055 |
PLHTX | Principal LifeTime Hybrid 2055 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2055 |
PLTHX | Principal LifeTime Hybrid 2060 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2060 |
PHJGX | Principal LifeTime Hybrid 2060 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2060 |
PLKTX | Principal LifeTime Hybrid 2060 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2060 |
PLHHX | Principal LifeTime Hybrid 2065 Instl | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2065+ |
PHJDX | Principal LifeTime Hybrid 2065 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2065+ |
PLHRX | Principal LifeTime Hybrid 2065 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2065+ |
PLKSX | Principal LifeTime Hybrid 2070 Inst | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2065+ |
PLKJX | Principal LifeTime Hybrid 2070 J | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2065+ |
PLKRX | Principal LifeTime Hybrid 2070 R6 | Owns companies we recommend for divestment | 33 | 37 | 47 | 45 | X | Target-Date 2065+ |
GAGYX | GuideStone Funds Aggressive Allc Instl | Owns companies we recommend for divestment | 31 | 31 | 59 | 45 | X | Global Large-Stock Blend |
GGBZX | GuideStone Funds Aggressive Allc Inv | Owns companies we recommend for divestment | 31 | 31 | 59 | 45 | X | Global Large-Stock Blend |
QCEQIX | CREF Equity Index R3 | Owns companies we recommend for divestment | 30 | 36 | 40 | 45 | X | Large Blend |
DCOR | Dimensional US Core Equity 1 ETF | Owns companies we recommend for divestment | 28 | 34 | 39 | 45 | X | Large Blend |
TILT | FlexShares Mstar US Mkt Factors Tilt ETF | Owns companies we recommend for divestment | 28 | 34 | 40 | 45 | X | Large Blend |
DFAC | Dimensional US Core Equity 2 ETF | Owns companies we recommend for divestment | 27 | 33 | 40 | 45 | X | Large Blend |
FGTIX | Franklin Growth Allocation A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderately Aggressive Allocation |
FGTZX | Franklin Growth Allocation Advisor | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderately Aggressive Allocation |
FTGTX | Franklin Growth Allocation C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderately Aggressive Allocation |
FGTRX | Franklin Growth Allocation R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderately Aggressive Allocation |
FTGMX | Franklin Growth Allocation R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderately Aggressive Allocation |
FTRTX | Franklin LifeSmart 2025 Ret Trgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2025 |
FTTCX | Franklin LifeSmart 2025 Ret Trgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2025 |
FRELX | Franklin LifeSmart 2025 Ret Trgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2025 |
FTLMX | Franklin LifeSmart 2025 Ret Trgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2025 |
FLRFX | Franklin LifeSmart 2025 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2025 |
FLRSX | Franklin LifeSmart 2030 Ret Trgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2030 |
FLRTX | Franklin LifeSmart 2030 Ret Trgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2030 |
FLRWX | Franklin LifeSmart 2030 Ret Trgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2030 |
FLERX | Franklin LifeSmart 2030 Ret Trgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2030 |
FLRZX | Franklin LifeSmart 2030 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2030 |
FRTAX | Franklin LifeSmart 2035 Ret Trgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2035 |
FTRCX | Franklin LifeSmart 2035 Ret Trgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2035 |
FLRGX | Franklin LifeSmart 2035 Ret Trgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2035 |
FMTLX | Franklin LifeSmart 2035 Ret Trgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2035 |
FLRHX | Franklin LifeSmart 2035 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2035 |
FLADX | Franklin LifeSmart 2040 Ret Trgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2040 |
FLOLX | Franklin LifeSmart 2040 Ret Trgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2040 |
FLSGX | Franklin LifeSmart 2040 Ret Trgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2040 |
FLREX | Franklin LifeSmart 2040 Ret Trgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2040 |
FLSHX | Franklin LifeSmart 2040 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2040 |
FTTAX | Franklin LifeSmart 2045 Ret Trgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2045 |
FLRIX | Franklin LifeSmart 2045 Ret Trgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2045 |
FLRJX | Franklin LifeSmart 2045 Ret Trgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2045 |
FMLTX | Franklin LifeSmart 2045 Ret Trgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2045 |
FLRLX | Franklin LifeSmart 2045 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2045 |
FLSJX | Franklin LifeSmart 2050 Ret Trgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2050 |
FLSKX | Franklin LifeSmart 2050 Ret Trgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2050 |
FLSNX | Franklin LifeSmart 2050 Ret Trgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2050 |
FRLEX | Franklin LifeSmart 2050 Ret Trgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2050 |
FLSOX | Franklin LifeSmart 2050 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2050 |
FLTFX | Franklin LifeSmart 2055 Ret Trgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2055 |
FLTNX | Franklin LifeSmart 2055 Ret Trgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2055 |
FLSBX | Franklin LifeSmart 2055 Ret Trgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2055 |
FLSZX | Franklin LifeSmart 2055 Ret Trgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2055 |
FLTKX | Franklin LifeSmart 2055 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2055 |
FLJSX | Franklin LifeSmart 2060 Ret TrgtAdv | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2060 |
FLASX | Franklin LifeSmart 2060 RetTrgt A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2060 |
FLBSX | Franklin LifeSmart 2060 RetTrgt C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2060 |
FLESX | Franklin LifeSmart 2060 RetTrgt R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2060 |
FLFSX | Franklin LifeSmart 2060 RetTrgt R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Target-Date 2060 |
FMTIX | Franklin Moderate Allocation A | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderate Allocation |
FMTZX | Franklin Moderate Allocation Advisor | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderate Allocation |
FTMTX | Franklin Moderate Allocation C | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderate Allocation |
FTMRX | Franklin Moderate Allocation R | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderate Allocation |
FTMLX | Franklin Moderate Allocation R6 | Owns companies we recommend for divestment | 63 | 33 | 98 | 44 | X | Moderate Allocation |
DGBEX | DFA Global Social Core Equity Instl | Owns companies we recommend for divestment | 44 | 35 | 98 | 44 | X | Global Large-Stock Blend |
AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 29 | 36 | 40 | 44 | X | Large Blend |
DFEOX | DFA US Core Equity 1 I | Owns companies we recommend for divestment | 28 | 31 | 41 | 44 | X | Large Blend |
DFQTX | DFA US Core Equity 2 I | Owns companies we recommend for divestment | 28 | 32 | 40 | 44 | X | Large Blend |
DFAU | Dimensional US Core Equity Market ETF | Owns companies we recommend for divestment | 27 | 34 | 39 | 44 | X | Large Blend |
DFUS | Dimensional US Equity Market ETF | Owns companies we recommend for divestment | 27 | 34 | 41 | 44 | X | Large Blend |
MGXAX | NYLI Equity Allocation Class A | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Aggressive Allocation |
MGXBX | NYLI Equity Allocation Class B | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Aggressive Allocation |
MGXCX | NYLI Equity Allocation Class C | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Aggressive Allocation |
MGXIX | NYLI Equity Allocation Class I | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Aggressive Allocation |
MGXNX | NYLI Equity Allocation Investor Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Aggressive Allocation |
MGXSX | NYLI Equity Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Aggressive Allocation |
MGDAX | NYLI Growth Allocation Class A | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderately Aggressive Allocation |
MGDBX | NYLI Growth Allocation Class B | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderately Aggressive Allocation |
MGDCX | NYLI Growth Allocation Class C | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderately Aggressive Allocation |
MGDIX | NYLI Growth Allocation Class I | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderately Aggressive Allocation |
MGDNX | NYLI Growth Allocation Investor Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderately Aggressive Allocation |
MGDSX | NYLI Growth Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderately Aggressive Allocation |
MMRAX | NYLI Moderate Allocation Class A | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderate Allocation |
MMRBX | NYLI Moderate Allocation Class B | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderate Allocation |
MMRCX | NYLI Moderate Allocation Class C | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderate Allocation |
MMRIX | NYLI Moderate Allocation Class I | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderate Allocation |
MMRDX | NYLI Moderate Allocation Investor Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderate Allocation |
MMRSX | NYLI Moderate Allocation SIMPLE Class | Owns companies we recommend for divestment | 64 | 41 | 107 | 43 | X | Moderate Allocation |
WEAFX | Allspring Spectrum Aggressive Gr A | Owns companies we recommend for divestment | 63 | 34 | 113 | 43 | X | Aggressive Allocation |
WEADX | Allspring Spectrum Aggressive Gr Adm | Owns companies we recommend for divestment | 63 | 34 | 113 | 43 | X | Aggressive Allocation |
WEACX | Allspring Spectrum Aggressive Gr C | Owns companies we recommend for divestment | 63 | 34 | 113 | 43 | X | Aggressive Allocation |
WEAYX | Allspring Spectrum Aggressive Gr Instl | Owns companies we recommend for divestment | 63 | 34 | 113 | 43 | X | Aggressive Allocation |
AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 28 | 35 | 39 | 43 | X | Large Blend |
AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 28 | 35 | 39 | 43 | X | Large Blend |
SBBAX | Franklin Multi-Asset Conservative Gr A | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
SCBCX | Franklin Multi-Asset Conservative Gr C | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
LMEIX | Franklin Multi-Asset Conservative Gr I | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
LLARX | Franklin Multi-Asset Conservative Gr R | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderate Allocation |
SCHAX | Franklin Multi-Asset Growth A | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
SCHCX | Franklin Multi-Asset Growth C | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
LANIX | Franklin Multi-Asset Growth I | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
LLLRX | Franklin Multi-Asset Growth R | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Aggressive Allocation |
SCGRX | Franklin Multi-Asset Moderate Growth A | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
SCGCX | Franklin Multi-Asset Moderate Growth C | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
LLAIX | Franklin Multi-Asset Moderate Growth I | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
LLMRX | Franklin Multi-Asset Moderate Growth R | Owns companies we recommend for divestment | 27 | 33 | 49 | 43 | X | Moderately Aggressive Allocation |
FNDB | Schwab Fundamental U.S. Broad Market ETF | Owns companies we recommend for divestment | 27 | 34 | 41 | 43 | X | Large Value |
| JNL/DFA US Core Equity A | Owns companies we recommend for divestment | 26 | 31 | 41 | 43 | X | Large Blend |
| JNL/DFA US Core Equity I | Owns companies we recommend for divestment | 26 | 31 | 41 | 43 | X | Large Blend |
PAEZX | Putnam Retirement Advantage 2050 A | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PAENX | Putnam Retirement Advantage 2050 C | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PAEQX | Putnam Retirement Advantage 2050 R | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PAGZX | Putnam Retirement Advantage 2050 R3 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PAHAX | Putnam Retirement Advantage 2050 R4 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PAHDX | Putnam Retirement Advantage 2050 R5 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PAEKX | Putnam Retirement Advantage 2050 R6 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PHPDX | Putnam Retirement Advantage 2050 Y | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2050 |
PADYX | Putnam Retirement Advantage 2055 A | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PACWX | Putnam Retirement Advantage 2055 C | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PACSX | Putnam Retirement Advantage 2055 R | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PAHEX | Putnam Retirement Advantage 2055 R3 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PAHFX | Putnam Retirement Advantage 2055 R4 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PAHGX | Putnam Retirement Advantage 2055 R5 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PACJX | Putnam Retirement Advantage 2055 R6 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PAAWX | Putnam Retirement Advantage 2055 Y | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2055 |
PAAVX | Putnam Retirement Advantage 2060 A | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PAAPX | Putnam Retirement Advantage 2060 C | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PAAMX | Putnam Retirement Advantage 2060 R | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PAHJX | Putnam Retirement Advantage 2060 R3 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PAHKX | Putnam Retirement Advantage 2060 R4 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PAHLX | Putnam Retirement Advantage 2060 R5 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PAAKX | Putnam Retirement Advantage 2060 R6 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PAKJX | Putnam Retirement Advantage 2060 Y | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2060 |
PCJZX | Putnam Retirement Advantage 2065 A | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
PCKBX | Putnam Retirement Advantage 2065 C | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
PCKFX | Putnam Retirement Advantage 2065 R | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
PCKGX | Putnam Retirement Advantage 2065 R3 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
PCKHX | Putnam Retirement Advantage 2065 R4 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
PCKIX | Putnam Retirement Advantage 2065 R5 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
PCKJX | Putnam Retirement Advantage 2065 R6 | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
PCKEX | Putnam Retirement Advantage 2065 Y | Owns companies we recommend for divestment | 31 | 31 | 60 | 42 | X | Target-Date 2065+ |
SPTM | SPDR® Port S&P 1500 Comps Stk Mkt ETF | Owns companies we recommend for divestment | 26 | 33 | 40 | 42 | X | Large Blend |
DFVEX | DFA US Vector Equity I | Owns companies we recommend for divestment | 23 | 27 | 37 | 42 | X | Mid-Cap Value |
HBAAX | Hartford Moderate Allocation A | Owns companies we recommend for divestment | 38 | 32 | 53 | 41 | X | Moderate Allocation |
HBACX | Hartford Moderate Allocation C | Owns companies we recommend for divestment | 38 | 32 | 53 | 41 | X | Moderate Allocation |
HBADX | Hartford Moderate Allocation F | Owns companies we recommend for divestment | 38 | 32 | 53 | 41 | X | Moderate Allocation |
HBAIX | Hartford Moderate Allocation I | Owns companies we recommend for divestment | 38 | 32 | 53 | 41 | X | Moderate Allocation |
HBARX | Hartford Moderate Allocation R3 | Owns companies we recommend for divestment | 38 | 32 | 53 | 41 | X | Moderate Allocation |
HBASX | Hartford Moderate Allocation R4 | Owns companies we recommend for divestment | 38 | 32 | 53 | 41 | X | Moderate Allocation |
HBATX | Hartford Moderate Allocation R5 | Owns companies we recommend for divestment | 38 | 32 | 53 | 41 | X | Moderate Allocation |
ONGIX | JPMorgan Investor Growth & Income A | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Moderate Allocation |
ONECX | JPMorgan Investor Growth & Income C | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Moderate Allocation |
ONGFX | JPMorgan Investor Growth & Income I | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Moderate Allocation |
JFBUX | JPMorgan Investor Growth & Income R6 | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Moderate Allocation |
ONGAX | JPMorgan Investor Growth A | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Aggressive Allocation |
OGGCX | JPMorgan Investor Growth C | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Aggressive Allocation |
ONIFX | JPMorgan Investor Growth I | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Aggressive Allocation |
JFTUX | JPMorgan Investor Growth R6 | Owns companies we recommend for divestment | 26 | 28 | 41 | 41 | X | Aggressive Allocation |
MMTM | SPDR® S&P 1500 Momentum Tilt ETF | Owns companies we recommend for divestment | 25 | 33 | 38 | 41 | X | Large Growth |
VLU | SPDR® S&P 1500 Value Tilt ETF | Owns companies we recommend for divestment | 25 | 33 | 38 | 41 | X | Large Value |
DFSU | Dimensional US Sustainability Core 1 ETF | Owns companies we recommend for divestment | 22 | 26 | 32 | 41 | V | Large Blend |
TDFTX | Transamerica ClearTrack® 2030 R1 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2030 |
TCTLX | Transamerica ClearTrack® 2030 R3 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2030 |
TDHTX | Transamerica ClearTrack® 2030 R6 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2030 |
TCETX | Transamerica ClearTrack® 2035 R1 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2035 |
TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2035 |
TCHDX | Transamerica ClearTrack® 2035 R6 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2035 |
TCRTX | Transamerica ClearTrack® 2040 R1 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2040 |
TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2040 |
TCKTX | Transamerica ClearTrack® 2040 R6 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2040 |
TCPTX | Transamerica ClearTrack® 2045 R1 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2045 |
TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2045 |
TCOTX | Transamerica ClearTrack® 2045 R6 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2045 |
TRNTX | Transamerica ClearTrack® 2050 R1 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2050 |
TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2050 |
TCMTX | Transamerica ClearTrack® 2050 R6 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2050 |
TCTOX | Transamerica ClearTrack® 2055 R1 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2055 |
TCTVX | Transamerica ClearTrack® 2055 R3 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2055 |
TCTSX | Transamerica ClearTrack® 2055 R6 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2055 |
TCSOX | Transamerica ClearTrack® 2060 R1 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2060 |
TCTYX | Transamerica ClearTrack® 2060 R3 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2060 |
TCSSX | Transamerica ClearTrack® 2060 R6 | Owns companies we recommend for divestment | 61 | 33 | 109 | 40 | X | Target-Date 2060 |
GAPAX | Goldman Sachs Dynamic Global Eq A | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAXCX | Goldman Sachs Dynamic Global Eq C | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPIX | Goldman Sachs Dynamic Global Eq Instl | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPTX | Goldman Sachs Dynamic Global Eq Inv | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GADPX | Goldman Sachs Dynamic Global Eq P | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPRX | Goldman Sachs Dynamic Global Eq R | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPUX | Goldman Sachs Dynamic Global Eq R6 | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GAPSX | Goldman Sachs Dynamic Global Eq Svc | Owns companies we recommend for divestment | 49 | 32 | 93 | 40 | X | Global Large-Stock Blend |
GOIAX | Goldman Sachs Growth & Inc Strat A | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GOICX | Goldman Sachs Growth & Inc Strat C | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GOIIX | Goldman Sachs Growth & Inc Strat Instl | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GPITX | Goldman Sachs Growth & Inc Strat Inv | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GGSPX | Goldman Sachs Growth & Inc Strat P | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GPIRX | Goldman Sachs Growth & Inc Strat R | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GOIUX | Goldman Sachs Growth & Inc Strat R6 | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GOISX | Goldman Sachs Growth & Inc Strat Svc | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Tactical Allocation |
GGSAX | Goldman Sachs Growth Strategy A | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSCX | Goldman Sachs Growth Strategy C | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSIX | Goldman Sachs Growth Strategy Instl | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSTX | Goldman Sachs Growth Strategy Inv | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGPPX | Goldman Sachs Growth Strategy P | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSRX | Goldman Sachs Growth Strategy R | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSUX | Goldman Sachs Growth Strategy R6 | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
GGSSX | Goldman Sachs Growth Strategy Svc | Owns companies we recommend for divestment | 49 | 32 | 94 | 40 | X | Global Allocation |
ACWI | iShares MSCI ACWI ETF | Owns companies we recommend for divestment | 36 | 28 | 63 | 40 | X | Global Large-Stock Blend |
PFESX | PFG BR Target Allocation EqStrtgyRShares | Owns companies we recommend for divestment | 36 | 26 | 69 | 40 | X | Large Blend |
URTH | iShares MSCI World ETF | Owns companies we recommend for divestment | 34 | 28 | 56 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index A | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
| JNL/Mellon World Index I | Owns companies we recommend for divestment | 34 | 27 | 57 | 40 | X | Global Large-Stock Blend |
QWLD | SPDR® MSCI World StrategicFactors ETF | Owns companies we recommend for divestment | 34 | 26 | 56 | 40 | X | Global Large-Stock Blend |
DFSIX | DFA US Sustainability Core 1 | Owns companies we recommend for divestment | 22 | 26 | 34 | 40 | V | Large Blend |
TCHHX | Nuveen Lifecycle 2030 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCHPX | Nuveen Lifecycle 2030 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCRIX | Nuveen Lifecycle 2030 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCLNX | Nuveen Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2030 |
TCYHX | Nuveen Lifecycle 2035 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
TCYPX | Nuveen Lifecycle 2035 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
TCIIX | Nuveen Lifecycle 2035 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
TCLRX | Nuveen Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2035 |
TCZHX | Nuveen Lifecycle 2040 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TCZPX | Nuveen Lifecycle 2040 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TCOIX | Nuveen Lifecycle 2040 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TCLOX | Nuveen Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2040 |
TTFHX | Nuveen Lifecycle 2045 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TTFPX | Nuveen Lifecycle 2045 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TTFIX | Nuveen Lifecycle 2045 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TTFRX | Nuveen Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2045 |
TFTHX | Nuveen Lifecycle 2050 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TCLPX | Nuveen Lifecycle 2050 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TFTIX | Nuveen Lifecycle 2050 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TLFRX | Nuveen Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2050 |
TTRHX | Nuveen Lifecycle 2055 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TTRPX | Nuveen Lifecycle 2055 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TTRIX | Nuveen Lifecycle 2055 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TTRLX | Nuveen Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2055 |
TLXHX | Nuveen Lifecycle 2060 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TLXPX | Nuveen Lifecycle 2060 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TLXNX | Nuveen Lifecycle 2060 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TLXRX | Nuveen Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2060 |
TSFHX | Nuveen Lifecycle 2065 I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TSFPX | Nuveen Lifecycle 2065 Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TSFTX | Nuveen Lifecycle 2065 R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TSFRX | Nuveen Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Target-Date 2065+ |
TSALX | Nuveen Lifestyle Aggressive Gr A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSAHX | Nuveen Lifestyle Aggressive Gr I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSAPX | Nuveen Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSAIX | Nuveen Lifestyle Aggressive Gr R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSARX | Nuveen Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Aggressive Allocation |
TSGLX | Nuveen Lifestyle Growth A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGHX | Nuveen Lifestyle Growth I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGPX | Nuveen Lifestyle Growth Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGGX | Nuveen Lifestyle Growth R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSGRX | Nuveen Lifestyle Growth Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderately Aggressive Allocation |
TSMLX | Nuveen Lifestyle Moderate A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSMHX | Nuveen Lifestyle Moderate I | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSMPX | Nuveen Lifestyle Moderate Premier | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSIMX | Nuveen Lifestyle Moderate R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TSMTX | Nuveen Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TIMRX | Nuveen Managed Allc A | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TITRX | Nuveen Managed Allc R | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
TIMIX | Nuveen Managed Allc R6 | Owns companies we recommend for divestment | 54 | 35 | 91 | 39 | X | Moderate Allocation |
ARAAX | Horizon Active Risk Assist® A | Owns companies we recommend for divestment | 49 | 30 | 89 | 39 | X | Tactical Allocation |
ACRIX | Horizon Active Risk Assist® I | Owns companies we recommend for divestment | 49 | 30 | 89 | 39 | X | Tactical Allocation |
ARANX | Horizon Active Risk Assist® Investor | Owns companies we recommend for divestment | 49 | 30 | 89 | 39 | X | Tactical Allocation |
LCAIX | Lazard Opportunistic Strategies Instl | Owns companies we recommend for divestment | 28 | 31 | 45 | 39 | X | Tactical Allocation |
LCAOX | Lazard Opportunistic Strategies Open | Owns companies we recommend for divestment | 28 | 31 | 45 | 39 | X | Tactical Allocation |
MMZIX | MassMutual Select T. Row Prc Ret 2065 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
MMZJX | MassMutual Select T. Row Prc Ret 2065 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
MMZKX | MassMutual Select T. Row Prc Ret 2065 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
MMZLX | MassMutual Select T. Row Prc Ret 2065 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2065+ |
MMTFX | MassMutual Select TRP Retirement 2025 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMTIX | MassMutual Select TRP Retirement 2025 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMTHX | MassMutual Select TRP Retirement 2025 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMTGX | MassMutual Select TRP Retirement 2025 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2025 |
MMTRX | MassMutual Select TRP Retirement 2030 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTQX | MassMutual Select TRP Retirement 2030 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTPX | MassMutual Select TRP Retirement 2030 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTOX | MassMutual Select TRP Retirement 2030 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2030 |
MMTJX | MassMutual Select TRP Retirement 2035 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
MMTMX | MassMutual Select TRP Retirement 2035 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
MMTLX | MassMutual Select TRP Retirement 2035 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
MMTKX | MassMutual Select TRP Retirement 2035 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2035 |
MMFOX | MassMutual Select TRP Retirement 2040 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
MMFRX | MassMutual Select TRP Retirement 2040 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
MMFQX | MassMutual Select TRP Retirement 2040 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
MMFPX | MassMutual Select TRP Retirement 2040 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2040 |
MMFTX | MassMutual Select TRP Retirement 2045 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMFZX | MassMutual Select TRP Retirement 2045 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMFWX | MassMutual Select TRP Retirement 2045 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMFUX | MassMutual Select TRP Retirement 2045 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2045 |
MMDDX | MassMutual Select TRP Retirement 2050 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDHX | MassMutual Select TRP Retirement 2050 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDGX | MassMutual Select TRP Retirement 2050 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDFX | MassMutual Select TRP Retirement 2050 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2050 |
MMDJX | MassMutual Select TRP Retirement 2055 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMDOX | MassMutual Select TRP Retirement 2055 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMDMX | MassMutual Select TRP Retirement 2055 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMDKX | MassMutual Select TRP Retirement 2055 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2055 |
MMSKX | MassMutual Select TRP Retirement 2060 I | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
MMSVX | MassMutual Select TRP Retirement 2060 M3 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
MMSGX | MassMutual Select TRP Retirement 2060 M4 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
MMSOX | MassMutual Select TRP Retirement 2060 M5 | Owns companies we recommend for divestment | 27 | 29 | 42 | 39 | X | Target-Date 2060 |
TRRBX | T. Rowe Price Retirement 2020 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2020 |
PARBX | T. Rowe Price Retirement 2020 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2020 |
TRDBX | T. Rowe Price Retirement 2020 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2020 |
RRTBX | T. Rowe Price Retirement 2020 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2020 |
TRRHX | T. Rowe Price Retirement 2025 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2025 |
PARJX | T. Rowe Price Retirement 2025 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2025 |
TREHX | T. Rowe Price Retirement 2025 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2025 |
RRTNX | T. Rowe Price Retirement 2025 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2025 |
TRRCX | T. Rowe Price Retirement 2030 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2030 |
PARCX | T. Rowe Price Retirement 2030 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2030 |
TRFHX | T. Rowe Price Retirement 2030 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2030 |
RRTCX | T. Rowe Price Retirement 2030 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2030 |
TRRJX | T. Rowe Price Retirement 2035 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2035 |
PARKX | T. Rowe Price Retirement 2035 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2035 |
TRFJX | T. Rowe Price Retirement 2035 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2035 |
RRTPX | T. Rowe Price Retirement 2035 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2035 |
TRRDX | T. Rowe Price Retirement 2040 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2040 |
PARDX | T. Rowe Price Retirement 2040 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2040 |
TRHDX | T. Rowe Price Retirement 2040 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2040 |
RRTDX | T. Rowe Price Retirement 2040 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2040 |
TRRKX | T. Rowe Price Retirement 2045 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2045 |
PARLX | T. Rowe Price Retirement 2045 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2045 |
TRIKX | T. Rowe Price Retirement 2045 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2045 |
RRTRX | T. Rowe Price Retirement 2045 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2045 |
TRRMX | T. Rowe Price Retirement 2050 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2050 |
PARFX | T. Rowe Price Retirement 2050 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2050 |
TRJLX | T. Rowe Price Retirement 2050 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2050 |
RRTFX | T. Rowe Price Retirement 2050 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2050 |
TRRNX | T. Rowe Price Retirement 2055 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2055 |
PAROX | T. Rowe Price Retirement 2055 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2055 |
TRJMX | T. Rowe Price Retirement 2055 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2055 |
RRTVX | T. Rowe Price Retirement 2055 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2055 |
TRRLX | T. Rowe Price Retirement 2060 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2060 |
TRRYX | T. Rowe Price Retirement 2060 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2060 |
TRLNX | T. Rowe Price Retirement 2060 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2060 |
TRRZX | T. Rowe Price Retirement 2060 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2060 |
TRSJX | T. Rowe Price Retirement 2065 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2065+ |
PASUX | T. Rowe Price Retirement 2065 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2065+ |
TRMOX | T. Rowe Price Retirement 2065 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2065+ |
RRSUX | T. Rowe Price Retirement 2065 R | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2065+ |
TRABX | T. Rowe Price Retirement Income 2020 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2020 |
TRLAX | T. Rowe Price Retirement Income 2020 Inv | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2020 |
TRATX | T. Rowe Price Retirement Income 2025 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2025 |
TRAVX | T. Rowe Price Retirement Income 2025 Inv | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2025 |
TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2030 |
PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2030 |
TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2030 |
RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2035 |
PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2035 |
TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2035 |
TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2040 |
PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2040 |
TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2040 |
RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2045 |
PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2045 |
TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2045 |
TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2050 |
PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2050 |
TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2050 |
TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2055 |
PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2055 |
TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2055 |
TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2060 |
TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2060 |
TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2060 |
PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2065+ |
PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2065+ |
RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 27 | 29 | 43 | 39 | X | Target-Date 2065+ |
| JNL/Mellon US Stock Market Index A | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
| JNL/Mellon US Stock Market Index I | Owns companies we recommend for divestment | 23 | 28 | 35 | 39 | X | Large Blend |
ROMO | Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | Owns companies we recommend for divestment | 58 | 31 | 94 | 38 | X | Moderately Aggressive Allocation |
ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2035 |
ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2040 |
AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2045 |
ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2050 |
AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2055 |
ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2060 |
ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Target-Date 2065+ |
AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderately Aggressive Allocation |
AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Moderate Allocation |
AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 31 | 84 | 38 | X | Aggressive Allocation |
| JNL Aggressive Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Aggressive Allocation |
| JNL Aggressive Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Aggressive Allocation |
| JNL Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderately Aggressive Allocation |
| JNL Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderately Aggressive Allocation |
| JNL Moderate Growth Allocation A | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderate Allocation |
| JNL Moderate Growth Allocation I | Owns companies we recommend for divestment | 45 | 30 | 60 | 38 | X | Moderate Allocation |
| JNL/Goldman Sachs Managed Agrsv Gr A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Aggressive Allocation |
| JNL/Goldman Sachs Managed Agrsv Gr I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Aggressive Allocation |
| JNL/Goldman Sachs Managed Growth A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderately Aggressive Allocation |
| JNL/Goldman Sachs Managed Growth I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderately Aggressive Allocation |
| JNL/Goldman Sachs Managed Moderate Gr A | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderate Allocation |
| JNL/Goldman Sachs Managed Moderate Gr I | Owns companies we recommend for divestment | 28 | 24 | 34 | 38 | X | Moderate Allocation |
TAARX | Transamerica Asset Alloc Interm Hrzn R | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Moderate Allocation |
TAAFX | Transamerica Asset Alloc Interm Hrzn R4 | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Moderate Allocation |
TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Aggressive Allocation |
TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 24 | 30 | 37 | 38 | X | Aggressive Allocation |
AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
GUSA | Goldman Sachs MarketBeta US 1000 Eq ETF | Owns companies we recommend for divestment | 23 | 27 | 32 | 38 | X | Large Blend |
PRF | Invesco FTSE RAFI US 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 35 | 38 | X | Large Value |
IYY | iShares Dow Jones US ETF | Owns companies we recommend for divestment | 23 | 28 | 33 | 38 | X | Large Blend |
IWB | iShares Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
BRGNX | iShares Russell 1000 Large-Cap Idx Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
BRGAX | iShares Russell 1000 Large-Cap Idx Inv A | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
BRGKX | iShares Russell 1000 Large-Cap Idx K | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
TLGUX | Morgan Stanley Pathway Large Cap Eq | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
SCHK | Schwab 1000 ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
SNXFX | Schwab 1000 Index® | Owns companies we recommend for divestment | 23 | 27 | 33 | 38 | X | Large Blend |
LCIAX | SEI Large Cap Index A (SIIT) | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
SLGFX | SEI Large Cap Index F (SIMT) | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
WMLIX | Wilmington Large-Cap Strategy Instl | Owns companies we recommend for divestment | 23 | 28 | 34 | 38 | X | Large Blend |
KCXIX | Knights of Columbus U.S. All Cap Idx I | Owns companies we recommend for divestment | 21 | 29 | 31 | 38 | X | Large Blend |
TOK | iShares MSCI Kokusai ETF | Owns companies we recommend for divestment | 34 | 27 | 50 | 37 | X | Global Large-Stock Blend |
KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 34 | 28 | 50 | 37 | X | Global Large-Stock Blend |
GMFZX | GuideStone Funds MyDestination 2045 Inv | Owns companies we recommend for divestment | 32 | 27 | 60 | 37 | X | Target-Date 2045 |
GMYYX | GuideStone Funds MyDestination 2045Instl | Owns companies we recommend for divestment | 32 | 27 | 60 | 37 | X | Target-Date 2045 |
GMGZX | GuideStone Funds MyDestination 2055 Inv | Owns companies we recommend for divestment | 32 | 27 | 60 | 37 | X | Target-Date 2055 |
GMGYX | GuideStone Funds MyDestination 2055Instl | Owns companies we recommend for divestment | 32 | 27 | 60 | 37 | X | Target-Date 2055 |
EQAL | Invesco Russell 1000 Equal Weight ETF | Owns companies we recommend for divestment | 23 | 28 | 33 | 37 | X | Mid-Cap Blend |
SAMKX | SA US Core Market | Owns companies we recommend for divestment | 23 | 26 | 31 | 37 | X | Large Blend |
ONEO | SPDR® Russell 1000 Momentum Focus ETF | Owns companies we recommend for divestment | 22 | 28 | 34 | 37 | X | Mid-Cap Blend |
VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 22 | 28 | 33 | 37 | X | Large Blend |
VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 22 | 28 | 33 | 37 | X | Large Blend |
SKTAX | SEI Core Market Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 56 | 28 | 96 | 36 | X | Aggressive Allocation |
SGOAX | SEI Market Growth Strategy Allc F (SAAT) | Owns companies we recommend for divestment | 56 | 28 | 96 | 36 | X | Aggressive Allocation |
SISAX | SEI Tax-Managed Agrsv Strat F (SAAT) | Owns companies we recommend for divestment | 56 | 28 | 96 | 36 | X | Aggressive Allocation |
LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2030 |
LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2035 |
LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2040 |
LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2045 |
LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2050 |
LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2055 |
LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2060 |
LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 51 | 33 | 92 | 36 | V | Target-Date 2065+ |
POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 23 | 28 | 34 | 36 | X | Large Blend |
JSMEX | JPMorgan Smartretirement® 2065 A | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
JSMHX | JPMorgan Smartretirement® 2065 C | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
JSMJX | JPMorgan Smartretirement® 2065 I | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
JSMKX | JPMorgan Smartretirement® 2065 R2 | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
JSMPX | JPMorgan Smartretirement® 2065 R3 | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
JSMLX | JPMorgan Smartretirement® 2065 R4 | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
JSMMX | JPMorgan Smartretirement® 2065 R5 | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
JSMOX | JPMorgan Smartretirement® 2065 R6 | Owns companies we recommend for divestment | 22 | 22 | 37 | 36 | X | Target-Date 2065+ |
DEUS | Xtrackers Russell US Multifactor ETF | Owns companies we recommend for divestment | 20 | 27 | 32 | 36 | X | Mid-Cap Blend |
GADGX | Goldman Sachs Enhanced Div Gbl Eq A | Owns companies we recommend for divestment | 37 | 29 | 68 | 35 | X | Global Large-Stock Blend |
GIDGX | Goldman Sachs Enhanced Div Gbl Eq Instl | Owns companies we recommend for divestment | 37 | 29 | 68 | 35 | X | Global Large-Stock Blend |
GRGDX | Goldman Sachs Enhanced Div Gbl Eq R6 | Owns companies we recommend for divestment | 37 | 29 | 68 | 35 | X | Global Large-Stock Blend |
GAFPX | Goldman Sachs Enhanced Div Glbl Eq P | Owns companies we recommend for divestment | 37 | 29 | 68 | 35 | X | Global Large-Stock Blend |
AXBAX | Columbia Capital Allocation Agrsv A | Owns companies we recommend for divestment | 30 | 23 | 54 | 35 | X | Moderately Aggressive Allocation |
CPDAX | Columbia Capital Allocation Agrsv Adv | Owns companies we recommend for divestment | 30 | 23 | 54 | 35 | X | Moderately Aggressive Allocation |
RBGCX | Columbia Capital Allocation Agrsv C | Owns companies we recommend for divestment | 30 | 23 | 54 | 35 | X | Moderately Aggressive Allocation |
CPAZX | Columbia Capital Allocation Agrsv Inst | Owns companies we recommend for divestment | 30 | 23 | 54 | 35 | X | Moderately Aggressive Allocation |
CPDIX | Columbia Capital Allocation Agrsv Inst3 | Owns companies we recommend for divestment | 30 | 23 | 54 | 35 | X | Moderately Aggressive Allocation |
CPARX | Columbia Capital Allocation Agrsv R | Owns companies we recommend for divestment | 30 | 23 | 54 | 35 | X | Moderately Aggressive Allocation |
OAAAX | Invesco Active Allocation A | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
OAACX | Invesco Active Allocation C | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
OAANX | Invesco Active Allocation R | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
PAAJX | Invesco Active Allocation R5 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
PAAQX | Invesco Active Allocation R6 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
OAAYX | Invesco Active Allocation Y | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
AADAX | Invesco Select Risk: Growth Investor A | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
AADCX | Invesco Select Risk: Growth Investor C | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
AADRX | Invesco Select Risk: Growth Investor R | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
AADIX | Invesco Select Risk: Growth Investor R5 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
AAESX | Invesco Select Risk: Growth Investor R6 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
AADSX | Invesco Select Risk: Growth Investor S | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
AADYX | Invesco Select Risk: Growth Investor Y | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderately Aggressive Allocation |
OAAIX | Invesco Select Risk: High Growth Inv A | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Aggressive Allocation |
OCAIX | Invesco Select Risk: High Growth Inv C | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Aggressive Allocation |
ONAIX | Invesco Select Risk: High Growth Inv R | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Aggressive Allocation |
PXQIX | Invesco Select Risk: High Growth Inv R5 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Aggressive Allocation |
PXGGX | Invesco Select Risk: High Growth Inv R6 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Aggressive Allocation |
OYAIX | Invesco Select Risk: High Growth Inv Y | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Aggressive Allocation |
OAMIX | Invesco Select Risk: Moderate Inv A | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderate Allocation |
OCMIX | Invesco Select Risk: Moderate Inv C | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderate Allocation |
ONMIX | Invesco Select Risk: Moderate Inv R | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderate Allocation |
PXMQX | Invesco Select Risk: Moderate Inv R5 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderate Allocation |
PXMMX | Invesco Select Risk: Moderate Inv R6 | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderate Allocation |
PXMSX | Invesco Select Risk: Moderate Inv S | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderate Allocation |
OYMIX | Invesco Select Risk: Moderate Inv Y | Owns companies we recommend for divestment | 29 | 30 | 54 | 35 | X | Moderate Allocation |
PFIOX | PFG Invesco® Eq Fact Rotation Strtgy R | Owns companies we recommend for divestment | 26 | 32 | 43 | 35 | X | Global Small/Mid Stock |
FSAKX | Strategic Advisers U.S. Total Stock | Owns companies we recommend for divestment | 24 | 29 | 35 | 35 | X | Large Blend |
SRJAX | JPMorgan SmartRetirement® 2035 A | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SRJCX | JPMorgan SmartRetirement® 2035 C | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SRJSX | JPMorgan SmartRetirement® 2035 I | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SRJZX | JPMorgan SmartRetirement® 2035 R2 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SRJPX | JPMorgan SmartRetirement® 2035 R3 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SRJQX | JPMorgan SmartRetirement® 2035 R4 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SRJIX | JPMorgan SmartRetirement® 2035 R5 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SRJYX | JPMorgan SmartRetirement® 2035 R6 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2035 |
SMTAX | JPMorgan SmartRetirement® 2040 A | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
SMTCX | JPMorgan SmartRetirement® 2040 C | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
SMTSX | JPMorgan SmartRetirement® 2040 I | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
SMTZX | JPMorgan SmartRetirement® 2040 R2 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
SMTPX | JPMorgan SmartRetirement® 2040 R3 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
SMTQX | JPMorgan SmartRetirement® 2040 R4 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
SMTIX | JPMorgan SmartRetirement® 2040 R5 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
SMTYX | JPMorgan SmartRetirement® 2040 R6 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2040 |
JSAAX | JPMorgan SmartRetirement® 2045 A | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JSACX | JPMorgan SmartRetirement® 2045 C | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JSASX | JPMorgan SmartRetirement® 2045 I | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JSAZX | JPMorgan SmartRetirement® 2045 R2 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JSAPX | JPMorgan SmartRetirement® 2045 R3 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JSAQX | JPMorgan SmartRetirement® 2045 R4 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JSAIX | JPMorgan SmartRetirement® 2045 R5 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JSAYX | JPMorgan SmartRetirement® 2045 R6 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2045 |
JTSAX | JPMorgan SmartRetirement® 2050 A | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JTSCX | JPMorgan SmartRetirement® 2050 C | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JTSSX | JPMorgan SmartRetirement® 2050 I | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JTSZX | JPMorgan SmartRetirement® 2050 R2 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JTSPX | JPMorgan SmartRetirement® 2050 R3 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JTSQX | JPMorgan SmartRetirement® 2050 R4 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JTSIX | JPMorgan SmartRetirement® 2050 R5 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JTSYX | JPMorgan SmartRetirement® 2050 R6 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2050 |
JFFAX | JPMorgan SmartRetirement® 2055 A | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JFFCX | JPMorgan SmartRetirement® 2055 C | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JFFSX | JPMorgan SmartRetirement® 2055 I | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JFFRX | JPMorgan SmartRetirement® 2055 R2 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JFFPX | JPMorgan SmartRetirement® 2055 R3 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JFFQX | JPMorgan SmartRetirement® 2055 R4 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JFFIX | JPMorgan SmartRetirement® 2055 R5 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JFFYX | JPMorgan SmartRetirement® 2055 R6 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2055 |
JAKAX | JPMorgan SmartRetirement® 2060 A | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
JAKCX | JPMorgan SmartRetirement® 2060 C | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
JAKSX | JPMorgan SmartRetirement® 2060 I | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
JAKZX | JPMorgan SmartRetirement® 2060 R2 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
JAKPX | JPMorgan SmartRetirement® 2060 R3 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
JAKQX | JPMorgan SmartRetirement® 2060 R4 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
JAKIX | JPMorgan SmartRetirement® 2060 R5 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
JAKYX | JPMorgan SmartRetirement® 2060 R6 | Owns companies we recommend for divestment | 21 | 22 | 38 | 35 | X | Target-Date 2060 |
AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 13 | 25 | 28 | 35 | V | Large Blend |
QCGLIX | CREF Global Equities R3 | Owns companies we recommend for divestment | 29 | 24 | 47 | 34 | X | Global Large-Stock Blend |
BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 21 | 25 | 30 | 34 | X | Large Value |
FNDX | Schwab Fundamental U.S. Large CompanyETF | Owns companies we recommend for divestment | 21 | 23 | 31 | 34 | X | Large Value |
SFLNX | Schwab Fundamental US Large Company Idx | Owns companies we recommend for divestment | 21 | 24 | 31 | 34 | X | Large Value |
RAGIX | RiverFront Asset Allocation Gr & Inc A | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
RLGCX | RiverFront Asset Allocation Gr & Inc C | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
RLIIX | RiverFront Asset Allocation Gr & Inc I | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
RLGAX | RiverFront Asset Allocation Gr & Inc Inv | Owns companies we recommend for divestment | 30 | 25 | 50 | 33 | X | Moderate Allocation |
JHML | JHancock Multifactor Large Cap ETF | Owns companies we recommend for divestment | 22 | 22 | 30 | 33 | X | Large Blend |
SCHX | Schwab US Large-Cap ETF™ | Owns companies we recommend for divestment | 22 | 22 | 31 | 33 | X | Large Blend |
IAPVX | Voya Global Perspectives A | Owns companies we recommend for divestment | 21 | 25 | 28 | 33 | X | Global Allocation |
ICPVX | Voya Global Perspectives C | Owns companies we recommend for divestment | 21 | 25 | 28 | 33 | X | Global Allocation |
IIPVX | Voya Global Perspectives I | Owns companies we recommend for divestment | 21 | 25 | 28 | 33 | X | Global Allocation |
IRPVX | Voya Global Perspectives R | Owns companies we recommend for divestment | 21 | 25 | 28 | 33 | X | Global Allocation |
IWPVX | Voya Global Perspectives W | Owns companies we recommend for divestment | 21 | 25 | 28 | 33 | X | Global Allocation |
PLVIX | Principal Large Cap Value III Inst | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PLVJX | Principal Large Cap Value III J | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PESAX | Principal Large Cap Value III R1 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PPSFX | Principal Large Cap Value III R3 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PPSSX | Principal Large Cap Value III R4 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
PPSRX | Principal Large Cap Value III R5 | Owns companies we recommend for divestment | 20 | 25 | 27 | 33 | X | Large Value |
AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 26 | 40 | 32 | X | Target-Date 2035 |
AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 27 | 41 | 32 | X | Target-Date 2040 |
AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Target-Date 2030 |
AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2045 |
AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 40 | 32 | X | Target-Date 2050 |
CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 26 | 26 | 38 | 32 | X | Moderately Aggressive Allocation |
SPGEX | Symmetry Panoramic Global Equity I | Owns companies we recommend for divestment | 25 | 23 | 39 | 32 | X | Global Large-Stock Blend |
EAOA | iShares ESG Aware Aggressive Allc ETF | Owns companies we recommend for divestment | 22 | 25 | 45 | 32 | V | Moderately Aggressive Allocation |
EAOR | iShares ESG Aware Growth Allc ETF | Owns companies we recommend for divestment | 22 | 25 | 45 | 32 | V | Moderate Allocation |
MFUS | PIMCO RAFI Dyn Multi-Factor US Eq ETF | Owns companies we recommend for divestment | 22 | 27 | 27 | 32 | X | Large Value |
CAAAX | Calvert Growth Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
CAACX | Calvert Growth Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
CAGIX | Calvert Growth Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
CGARX | Calvert Growth Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Aggressive Allocation |
CMAAX | Calvert Moderate Allocation A | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
CMACX | Calvert Moderate Allocation C | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
CLAIX | Calvert Moderate Allocation I | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
CAMRX | Calvert Moderate Allocation R6 | Owns companies we recommend for divestment | 20 | 23 | 36 | 32 | V | Moderate Allocation |
VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 20 | 26 | 29 | 32 | X | Large Blend |
DFUEX | DFA US Social Core Equity 2 Portfolio | Owns companies we recommend for divestment | 14 | 27 | 28 | 32 | X | Large Blend |
TAGGX | Goldman Sachs Tax-Advntgd Gbl Eq A | Owns companies we recommend for divestment | 34 | 25 | 59 | 31 | X | Global Large-Stock Blend |
TIGGX | Goldman Sachs Tax-Advntgd Gbl Eq Instl | Owns companies we recommend for divestment | 34 | 25 | 59 | 31 | X | Global Large-Stock Blend |
GSKPX | Goldman Sachs Tax-Advntgd Gbl Eq P | Owns companies we recommend for divestment | 34 | 25 | 59 | 31 | X | Global Large-Stock Blend |
TRGGX | Goldman Sachs Tax-Advntgd Gbl Eq R6 | Owns companies we recommend for divestment | 34 | 25 | 59 | 31 | X | Global Large-Stock Blend |
AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2055 |
AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2060 |
AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 25 | 40 | 31 | X | Target-Date 2065+ |
NSFGX | Natixis Target Retirement 2035 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2035 |
NSFHX | Natixis Target Retirement 2040 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2040 |
NSFJX | Natixis Target Retirement 2045 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2045 |
NSFKX | Natixis Target Retirement 2050 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2050 |
NSFLX | Natixis Target Retirement 2055 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2055 |
NSFMX | Natixis Target Retirement 2060 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2060 |
NSFOX | Natixis Target Retirement 2065 N | Owns companies we recommend for divestment | 25 | 20 | 40 | 31 | V | Target-Date 2065+ |
FLCOX | Fidelity Large Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
FIOOX | Fidelity Series Large Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
GVUS | Goldman Sachs MktBt Russell LgCpValEqETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
GVIYX | GuideStone Funds Value Equity Idx Instl | Owns companies we recommend for divestment | 20 | 24 | 25 | 31 | X | Large Value |
GVIZX | GuideStone Funds Value Equity Index Inv | Owns companies we recommend for divestment | 20 | 24 | 25 | 31 | X | Large Value |
IWD | iShares Russell 1000 Value ETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
THCVX | Nuveen Large Cap Value Idx I | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
TILVX | Nuveen Large Cap Value Idx R6 | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
TRCVX | Nuveen Large Cap Value Idx Retire | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
SWLVX | Schwab ® US Large-Cap Value Index | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
SPUSX | Symmetry Panoramic US Equity I | Owns companies we recommend for divestment | 20 | 21 | 28 | 31 | X | Large Blend |
VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 20 | 24 | 26 | 31 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq A | Owns companies we recommend for divestment | 19 | 26 | 26 | 31 | X | Large Value |
| JNL/RAFI® Multi-Factor US Eq I | Owns companies we recommend for divestment | 19 | 26 | 26 | 31 | X | Large Value |
DFUV | Dimensional US Marketwide Value ETF | Owns companies we recommend for divestment | 18 | 21 | 21 | 31 | X | Large Value |
FSWQX | Fidelity Advisor Sust Trgt Dt 2025 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSWRX | Fidelity Advisor Sust Trgt Dt 2025 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSWUX | Fidelity Advisor Sust Trgt Dt 2025 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSWSX | Fidelity Advisor Sust Trgt Dt 2025 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSWVX | Fidelity Advisor Sust Trgt Dt 2025 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSXBX | Fidelity Advisor Sust Trgt Dt 2030 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXCX | Fidelity Advisor Sust Trgt Dt 2030 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXEX | Fidelity Advisor Sust Trgt Dt 2030 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXDX | Fidelity Advisor Sust Trgt Dt 2030 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXFX | Fidelity Advisor Sust Trgt Dt 2030 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXLX | Fidelity Advisor Sust Trgt Dt 2035 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXNX | Fidelity Advisor Sust Trgt Dt 2035 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXQX | Fidelity Advisor Sust Trgt Dt 2035 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXOX | Fidelity Advisor Sust Trgt Dt 2035 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXRX | Fidelity Advisor Sust Trgt Dt 2035 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXWX | Fidelity Advisor Sust Trgt Dt 2040 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSXYX | Fidelity Advisor Sust Trgt Dt 2040 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSYBX | Fidelity Advisor Sust Trgt Dt 2040 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSXZX | Fidelity Advisor Sust Trgt Dt 2040 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSYDX | Fidelity Advisor Sust Trgt Dt 2040 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSYLX | Fidelity Advisor Sust Trgt Dt 2045 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYOX | Fidelity Advisor Sust Trgt Dt 2045 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYQX | Fidelity Advisor Sust Trgt Dt 2045 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYPX | Fidelity Advisor Sust Trgt Dt 2045 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYSX | Fidelity Advisor Sust Trgt Dt 2045 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYYX | Fidelity Advisor Sust Trgt Dt 2050 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSYZX | Fidelity Advisor Sust Trgt Dt 2050 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSZBX | Fidelity Advisor Sust Trgt Dt 2050 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSZAX | Fidelity Advisor Sust Trgt Dt 2050 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSZCX | Fidelity Advisor Sust Trgt Dt 2050 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSZJX | Fidelity Advisor Sust Trgt Dt 2055 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZKX | Fidelity Advisor Sust Trgt Dt 2055 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZMX | Fidelity Advisor Sust Trgt Dt 2055 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZLX | Fidelity Advisor Sust Trgt Dt 2055 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZNX | Fidelity Advisor Sust Trgt Dt 2055 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZTX | Fidelity Advisor Sust Trgt Dt 2060 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FSZVX | Fidelity Advisor Sust Trgt Dt 2060 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FSZYX | Fidelity Advisor Sust Trgt Dt 2060 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FSZWX | Fidelity Advisor Sust Trgt Dt 2060 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FTDLX | Fidelity Advisor Sust Trgt Dt 2060 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FTGUX | Fidelity Advisor Sust Trgt Dt 2065 A | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
FTGYX | Fidelity Advisor Sust Trgt Dt 2065 C | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
FTHBX | Fidelity Advisor Sust Trgt Dt 2065 I | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
FTGZX | Fidelity Advisor Sust Trgt Dt 2065 M | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
FTHDX | Fidelity Advisor Sust Trgt Dt 2065 Z | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
FSWOX | Fidelity Sustainable Target Date 2025 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSWYX | Fidelity Sustainable Target Date 2025 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSWZX | Fidelity Sustainable Target Date 2025 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2025 |
FSXAX | Fidelity Sustainable Target Date 2030 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXHX | Fidelity Sustainable Target Date 2030 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXJX | Fidelity Sustainable Target Date 2030 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2030 |
FSXKX | Fidelity Sustainable Target Date 2035 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXTX | Fidelity Sustainable Target Date 2035 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXUX | Fidelity Sustainable Target Date 2035 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2035 |
FSXVX | Fidelity Sustainable Target Date 2040 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSYFX | Fidelity Sustainable Target Date 2040 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSYGX | Fidelity Sustainable Target Date 2040 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2040 |
FSYHX | Fidelity Sustainable Target Date 2045 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYUX | Fidelity Sustainable Target Date 2045 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYVX | Fidelity Sustainable Target Date 2045 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2045 |
FSYWX | Fidelity Sustainable Target Date 2050 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSZFX | Fidelity Sustainable Target Date 2050 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSZGX | Fidelity Sustainable Target Date 2050 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2050 |
FSZHX | Fidelity Sustainable Target Date 2055 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZQX | Fidelity Sustainable Target Date 2055 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZRX | Fidelity Sustainable Target Date 2055 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2055 |
FSZSX | Fidelity Sustainable Target Date 2060 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FTGKX | Fidelity Sustainable Target Date 2060 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FTGNX | Fidelity Sustainable Target Date 2060 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2060 |
FTGPX | Fidelity Sustainable Target Date 2065 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
FTHGX | Fidelity Sustainable Target Date 2065 K | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
FTHHX | Fidelity Sustainable Target Date 2065 K6 | Owns companies we recommend for divestment | 18 | 22 | 33 | 31 | V | Target-Date 2065+ |
CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 26 | 24 | 40 | 30 | X | Moderately Aggressive Allocation |
FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 25 | 25 | 35 | 30 | X | Moderately Aggressive Allocation |
DSMFX | Destinations Small-Mid Cap Equity I | Owns companies we recommend for divestment | 22 | 27 | 21 | 30 | X | Mid-Cap Blend |
DSMZX | Destinations Small-Mid Cap Equity Z | Owns companies we recommend for divestment | 22 | 27 | 21 | 30 | X | Mid-Cap Blend |
CMEUX | Six Circles Mgd Eq Port US Uncons | Owns companies we recommend for divestment | 22 | 22 | 31 | 30 | X | Large Blend |
RTDAX | Russell Inv Multifactor US Equity A | Owns companies we recommend for divestment | 18 | 18 | 26 | 30 | X | Large Blend |
RTDCX | Russell Inv Multifactor US Equity C | Owns companies we recommend for divestment | 18 | 18 | 26 | 30 | X | Large Blend |
RTDTX | Russell Inv Multifactor US Equity M | Owns companies we recommend for divestment | 18 | 18 | 26 | 30 | X | Large Blend |
RTDRX | Russell Inv Multifactor US Equity R6 | Owns companies we recommend for divestment | 18 | 18 | 26 | 30 | X | Large Blend |
RTDSX | Russell Inv Multifactor US Equity S | Owns companies we recommend for divestment | 18 | 18 | 26 | 30 | X | Large Blend |
RTDYX | Russell Inv Multifactor US Equity Y | Owns companies we recommend for divestment | 18 | 18 | 26 | 30 | X | Large Blend |
NCGFX | New Covenant Growth | Owns companies we recommend for divestment | 10 | 29 | 28 | 30 | X | Large Blend |
PLUSX | DWS Multi-Asset Moderate Allocation A | Owns companies we recommend for divestment | 27 | 24 | 46 | 29 | X | Moderate Allocation |
PLSCX | DWS Multi-Asset Moderate Allocation C | Owns companies we recommend for divestment | 27 | 24 | 46 | 29 | X | Moderate Allocation |
PPLSX | DWS Multi-Asset Moderate Allocation S | Owns companies we recommend for divestment | 27 | 24 | 46 | 29 | X | Moderate Allocation |
SPGM | SPDR® Portfolio MSCI Global Stk Mkt ETF | Owns companies we recommend for divestment | 24 | 21 | 50 | 29 | X | Global Large-Stock Blend |
CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | X | Moderate Allocation |
FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 23 | 22 | 35 | 29 | |