UPGR | Xtrackers US Green Infras Sel Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
CHPS | Xtrackers Semiconductor Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Technology |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | Owns companies we recommend for divestment | 2 | 2 | 2 | 4 | V | Small Blend |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 5 | V | Mid-Cap Blend |
SNPD | Xtrackers S&P ESG Div Arstcrts ETF | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | V | Large Value |
SNPV | Xtrackers S&P 500 Value ESG ETF | Owns companies we recommend for divestment | 3 | 12 | 8 | 12 | V | Large Value |
SNPG | Xtrackers S&P 500 Growth ESG ETF | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | V | Large Growth |
SNPE | Xtrackers S&P 500 ESG ETF | Owns companies we recommend for divestment | 4 | 14 | 14 | 17 | V | Large Blend |
DEUS | Xtrackers Russell US Multifactor ETF | Owns companies we recommend for divestment | 21 | 25 | 33 | 41 | X | Mid-Cap Blend |
QARP | Xtrackers Russell 1000 US QARP ETF | Owns companies we recommend for divestment | 5 | 11 | 18 | 14 | X | Large Blend |
USNZ | Xtrackers Net Zero Pwy Par Alg US Eq ETF | Owns companies we recommend for divestment | 2 | 15 | 11 | 22 | V | Large Blend |
USSG | Xtrackers MSCI USA ESG Leaders Eq ETF | Owns companies we recommend for divestment | 5 | 10 | 8 | 15 | V | Large Blend |
USCA | Xtrackers MSCI USA Clmt Actn Eq ETF | Owns companies we recommend for divestment | 3 | 11 | 12 | 19 | V | Large Blend |
KOKU | Xtrackers MSCI Kokusai Equity ETF | Owns companies we recommend for divestment | 32 | 30 | 51 | 47 | X | Global Large-Stock Blend |
EMSG | Xtrackers MSCI EMs ESG Leaders Eq ETF | Owns companies we recommend for divestment | 2 | 0 | 5 | 0 | V | Diversified Emerging Mkts |
HDEF | Xtrackers MSCI EAFE High Div Yld Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Value |
EASG | Xtrackers MSCI EAFE ESG Leaders Eq ETF | Owns companies we recommend for divestment | 3 | 2 | 12 | 5 | V | Foreign Large Blend |
ASHX | Xtrackers MSCI China A Inclusion Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
HDAW | Xtrackers MSCI All WldexUSHiDivYldEqETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Value |
CN | Xtrackers MSCI All China Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | China Region |
HAUZ | Xtrackers International Real Estate ETF | Owns companies we recommend for divestment | 3 | 0 | 5 | 0 | X | Global Real Estate |
ASHS | Xtrackers Harvest CSI 500 CHN A SmCp ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | China Region |
ASHR | Xtrackers Harvest CSI 300 China A ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
DEEF | Xtrackers FTSE Develop ex US Mulfact ETF | Owns companies we recommend for divestment | 18 | 7 | 37 | 13 | X | Foreign Large Blend |
EMCR | Xtrackers EM CarbReduc&ClimtImprvs ETF | Owns companies we recommend for divestment | 1 | 0 | 7 | 0 | V | Diversified Emerging Mkts |
PSWD | Xtrackers Cybersecurity Select Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Technology |
WTV | WisdomTree US Value ETF | Owns companies we recommend for divestment | 1 | 1 | 7 | 2 | X | Large Value |
DTD | WisdomTree US Total Dividend ETF | Owns companies we recommend for divestment | 19 | 23 | 21 | 33 | X | Large Value |
DGRS | WisdomTree US SmallCap Qual Div Gr ETF | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Small Value |
EES | WisdomTree US SmallCap Earnings ETF | Owns companies we recommend for divestment | 7 | 6 | 5 | 8 | X | Small Value |
DES | WisdomTree US SmallCap Dividend ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 2 | X | Small Value |
DGRW | WisdomTree US Quality Dividend Gr ETF | Owns companies we recommend for divestment | 10 | 10 | 8 | 15 | X | Large Blend |
USMF | WisdomTree US Multifactor | Owns companies we recommend for divestment | 6 | 3 | 9 | 8 | X | Mid-Cap Blend |
DON | WisdomTree US MidCap Dividend ETF | Owns companies we recommend for divestment | 8 | 4 | 4 | 10 | X | Mid-Cap Value |
DLN | WisdomTree US LargeCap Dividend ETF | Owns companies we recommend for divestment | 10 | 18 | 16 | 23 | X | Large Value |
DHS | WisdomTree US High Dividend ETF | Owns companies we recommend for divestment | 4 | 10 | 7 | 10 | X | Large Value |
WGRO | WisdomTree US Growth & Momentum Fund | Owns companies we recommend for divestment | 2 | 3 | 3 | 3 | X | Mid-Cap Growth |
EPS | WisdomTree US Earnings 500 ETF | Owns companies we recommend for divestment | 16 | 22 | 24 | 32 | X | Large Blend |
AIVL | WisdomTree US Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Value |
QGRW | WisdomTree U.S. Quality Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Large Growth |
EZM | WisdomTree U.S. MidCap Earnings ETF | Owns companies we recommend for divestment | 4 | 5 | 5 | 7 | X | Mid-Cap Value |
RESP | WisdomTree U.S. ESG ETF | Owns companies we recommend for divestment | 4 | 11 | 10 | 14 | V | Large Blend |
NTSX | WisdomTree U.S. Efficient Core Fund | Owns companies we recommend for divestment | 17 | 22 | 29 | 34 | X | Large Blend |
TECHX | WisdomTree Technology and Inn 100 DgtN/A | Owns companies we recommend for divestment | 2 | 3 | 9 | 9 | X | Technology |
WTRE | WisdomTree New Economy Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Real Estate |
DFJ | WisdomTree Japan SmallCap Dividend ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DXJS | WisdomTree Japan Hedged SmallCap Eq ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Japan Stock |
DXJ | WisdomTree Japan Hedged Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 3 | X | Japan Stock |
IHDG | WisdomTree Intl Hdgd Qual Div Gr ETF | Owns companies we recommend for divestment | 0 | 1 | 8 | 2 | X | Foreign Large Growth |
AIVI | WisdomTree Intl Al Enhanced Val ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
DLS | WisdomTree International SmallCp Div ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
IQDG | WisdomTree International Qual Div Gr ETF | Owns companies we recommend for divestment | 0 | 1 | 6 | 2 | X | Foreign Large Growth |
DWMF | WisdomTree International Mltfctr | Owns companies we recommend for divestment | 3 | 2 | 4 | 2 | X | Foreign Large Blend |
DIM | WisdomTree International MidCap Div ETF | Owns companies we recommend for divestment | 9 | 1 | 17 | 4 | X | Foreign Small/Mid Value |
DOL | WisdomTree International LargeCp Div ETF | Owns companies we recommend for divestment | 5 | 4 | 12 | 8 | X | Foreign Large Value |
DTH | WisdomTree International High Div ETF | Owns companies we recommend for divestment | 6 | 2 | 12 | 3 | X | Foreign Large Value |
RESD | WisdomTree International ESG | Owns companies we recommend for divestment | 3 | 3 | 6 | 5 | V | Foreign Large Blend |
DWM | WisdomTree International Equity ETF | Owns companies we recommend for divestment | 15 | 6 | 31 | 12 | X | Foreign Large Value |
NTSI | WisdomTree International Efficnt Cr ETF | Owns companies we recommend for divestment | 9 | 6 | 20 | 9 | X | Global Allocation |
IXSE | WisdomTree India ex-State-Owned Entrprs | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | India Equity |
EPI | WisdomTree India Earnings ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
PLAT | WisdomTree Growth Leaders | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 4 | X | Large Growth |
DEW | WisdomTree Global High Dividend ETF | Owns companies we recommend for divestment | 8 | 13 | 15 | 12 | X | Global Large-Stock Value |
DNL | WisdomTree Global ex-US Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | X | Foreign Large Growth |
DXGE | WisdomTree Germany Hedged Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Miscellaneous Region |
DFE | WisdomTree Europe SmallCap Dividend ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Europe Stock |
EUDG | WisdomTree Europe Quality Div Gr ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Europe Stock |
EUSC | WisdomTree Europe Hedged SmallCap Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Europe Stock |
HEDJ | WisdomTree Europe Hedged Equity ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 1 | X | Europe Stock |
XSOE | WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
DGRE | WisdomTree Emerging Mkts Qual Div Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
NTSE | WisdomTree Emerging Mkts Effcnt Cr ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
DGS | WisdomTree Emerging Markets SmCp Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
EMMF | WisdomTree Emerging Markets Mltfctr | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
DEM | WisdomTree Emerging Markets High Div ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
XC | WisdomTree Emerging Markets ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
RESE | WisdomTree Emerging Markets ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | V | Diversified Emerging Mkts |
GDMN | WisdomTree Efcnt Gld Pls Gld Ms Stgy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Commodities Focused |
GDE | WisdomTree Efcnt Gld Pls Gld Eq Stgy ETF | Owns companies we recommend for divestment | 17 | 21 | 29 | 34 | X | Large Blend |
DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | Owns companies we recommend for divestment | 16 | 6 | 32 | 11 | X | Foreign Large Value |
DDLS | WisdomTree Dyn Ccy Hdgd Intl SmCp Eq ETF | Owns companies we recommend for divestment | 7 | 2 | 11 | 0 | X | Foreign Small/Mid Value |
WCBR | WisdomTree Cybersecurity ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
WCLD | WisdomTree Cloud Computing ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Technology |
CXSE | WisdomTree China ex-State-Owd Entpr ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | China Region |
WDNA | WisdomTree BioRevolution ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
WBAT | WisdomTree Battery Val Chn & Innvt ETF | Owns companies we recommend for divestment | 3 | 1 | 7 | 4 | X | Technology |
WTAI | WisdomTree Artfcl Intllgnc & Innvtn ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Technology |
SPXUX | WisdomTree 500 Digital N/A | Owns companies we recommend for divestment | 18 | 22 | 27 | 33 | X | Large Blend |
WSMRX | William Blair Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Mid-Cap Growth |
WSMNX | William Blair Small-Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Mid-Cap Growth |
WSMDX | William Blair Small-Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 3 | 1 | 1 | X | Mid-Cap Growth |
WBCRX | William Blair Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 3 | 3 | 1 | 1 | X | Small Blend |
WBCIX | William Blair Small-Mid Cap Core I | Owns companies we recommend for divestment | 3 | 3 | 1 | 1 | X | Small Blend |
WBVRX | William Blair Small Cap Value R6 | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
WBVNX | William Blair Small Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
ICSCX | William Blair Small Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Small Value |
WBSRX | William Blair Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WBSNX | William Blair Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WBSIX | William Blair Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
WVMRX | William Blair Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
WVMIX | William Blair Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
LCGJX | William Blair Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Large Growth |
LCGNX | William Blair Large Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Large Growth |
LCGFX | William Blair Large Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | X | Large Growth |
WIISX | William Blair International Sm Cap Gr R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
WISNX | William Blair International Sm Cap Gr N | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
WISIX | William Blair International Sm Cap Gr I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
WILJX | William Blair International Ldrs R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
WILNX | William Blair International Ldrs N | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
WILIX | William Blair International Ldrs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Growth |
WBIRX | William Blair International Growth R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
WBIGX | William Blair International Growth N | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
BIGIX | William Blair International Growth I | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
WBIIX | William Blair Instl International Gr | Owns companies we recommend for divestment | 3 | 2 | 2 | 4 | X | Foreign Large Growth |
BGFRX | William Blair Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
WBGSX | William Blair Growth N | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
BGFIX | William Blair Growth I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Large Growth |
BGGIX | William Blair Global Leaders R6 | Owns companies we recommend for divestment | 3 | 2 | 5 | 7 | X | Global Large-Stock Growth |
WGGNX | William Blair Global Leaders N | Owns companies we recommend for divestment | 3 | 2 | 5 | 7 | X | Global Large-Stock Growth |
WGFIX | William Blair Global Leaders I | Owns companies we recommend for divestment | 3 | 2 | 5 | 7 | X | Global Large-Stock Growth |
WELIX | William Blair Emerging Mkts Ldrs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WELNX | William Blair Emerging Mkts Ldrs N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WBELX | William Blair Emerging Mkts Ldrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BIEMX | William Blair Emerging Mkts Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WBENX | William Blair Emerging Mkts Growth N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WBEIX | William Blair Emerging Mkts Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WESJX | William Blair Emerg Mkts Sm Cp Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WESNX | William Blair Emerg Mkts Sm Cp Gr N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BESIX | William Blair Emerg Mkts Sm Cp Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WXCRX | William Blair Emerg Mkts ex China Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WXCIX | William Blair Emerg Mkts ex China Gr I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WRCGX | William Blair China Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WICGX | William Blair China Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WCMJX | WCM SMID Quality Val Fd Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
WCMFX | WCM SMID Quality Val Fd Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
WCMNX | WCM Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WCMLX | WCM Small Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WMIDX | WCM Mid Cap Quality Value Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
WCMAX | WCM Mid Cap Quality Value Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Blend |
WCMSX | WCM International Small Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
WESGX | WCM International Equity Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
WCMMX | WCM International Equity Ins | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Foreign Large Growth |
WLIVX | WCM Focused International Value Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
WCMVX | WCM Focused International Value Ins | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
WCFOX | WCM Focused International Opps Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
WCMOX | WCM Focused International Opps Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
WCMRX | WCM Focused International Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
WCMIX | WCM Focused International Growth Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 2 | X | Foreign Large Growth |
WFGGX | WCM Focused Global Growth Investor | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Global Large-Stock Growth |
WCMGX | WCM Focused Global Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Global Large-Stock Growth |
WFEMX | WCM Focused Emerging Markets Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WCMEX | WCM Focused Emerging Markets Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WCMUX | WCM Developing World Equity Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
WCMDX | WCM Developing World Equity Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
WCQGX | WCM China Quality Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WCMCX | WCM China Quality Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WAUSX | Wasatch US Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WGUSX | Wasatch US Select Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
WGMCX | Wasatch Ultra Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WAMCX | Wasatch Ultra Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WICVX | Wasatch Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WMCVX | Wasatch Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WAAEX | Wasatch Small Cap Growth Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
WIAEX | Wasatch Small Cap Growth Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
WGMVX | Wasatch Micro Cap Value Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WAMVX | Wasatch Micro Cap Value | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WGICX | Wasatch Micro Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
WMICX | Wasatch Micro Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
WAISX | Wasatch International Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
WGISX | Wasatch International Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
WAIOX | Wasatch International Opps Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
WIIOX | Wasatch International Opps Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
WAIGX | Wasatch International Growth Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WIIGX | Wasatch International Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WAGCX | Wasatch Greater China Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
WGGCX | Wasatch Greater China Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
FMIEX | Wasatch Global Value Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Value |
WILCX | Wasatch Global Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 2 | X | Global Large-Stock Value |
WAGSX | Wasatch Global Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
WGGSX | Wasatch Global Select Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
WAGOX | Wasatch Global Opportunities Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
WIGOX | Wasatch Global Opportunities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
WAFMX | Wasatch Frontier Emerg Sm Countrs Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WIFMX | Wasatch Frontier Emerg Sm Countrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WAEMX | Wasatch Emerging Markets Small Cap Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WIEMX | Wasatch Emerging Markets Small Cap Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WAESX | Wasatch Emerging Markets Select Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WIESX | Wasatch Emerging Markets Select Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
WAINX | Wasatch Emerging India Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
WIINX | Wasatch Emerging India Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
WIGRX | Wasatch Core Growth Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WGROX | Wasatch Core Growth | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ITRGX | VY® T. Rowe Price Growth Equity S2 | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
ITGSX | VY® T. Rowe Price Growth Equity S | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
ITGIX | VY® T. Rowe Price Growth Equity I | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
IGEAX | VY® T. Rowe Price Growth Equity A | Owns companies we recommend for divestment | 2 | 2 | 5 | 10 | X | Large Growth |
ITETX | VY® T. Rowe Price Equity Income S2 | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
IRPSX | VY® T. Rowe Price Equity Income S | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
ITEIX | VY® T. Rowe Price Equity Income I | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
ITEAX | VY® T. Rowe Price Equity Income A | Owns companies we recommend for divestment | 4 | 11 | 8 | 10 | X | Large Value |
IAXTX | VY® T. Rowe Price Divers Mid Cap Gr S2 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
IAXSX | VY® T. Rowe Price Divers Mid Cap Gr S | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
VYRIX | VY® T. Rowe Price Divers Mid Cap Gr R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
IAXIX | VY® T. Rowe Price Divers Mid Cap Gr I | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
IAXAX | VY® T. Rowe Price Divers Mid Cap Gr A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Mid-Cap Growth |
ITCTX | VY® T. Rowe Price Capital Apprec S2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
ITCSX | VY® T. Rowe Price Capital Apprec S | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
VPRAX | VY® T. Rowe Price Capital Apprec R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
ITRIX | VY® T. Rowe Price Capital Apprec I | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
ITRAX | VY® T. Rowe Price Capital Apprec A | Owns companies we recommend for divestment | 2 | 3 | 4 | 9 | X | Moderate Allocation |
IGFSX | VY® Morgan Stanley Global Franchise S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IVGTX | VY® Morgan Stanley Global Franchise S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
VPRDX | VY® Morgan Stanley Global Franchise R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IGFAX | VY® Morgan Stanley Global Franchise A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 5 | X | Global Large-Stock Blend |
IJSTX | VY® JPMorgan Small Cap Core Equity S2 | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
IJSSX | VY® JPMorgan Small Cap Core Equity S | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
VPRSX | VY® JPMorgan Small Cap Core Equity R6 | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
IJSIX | VY® JPMorgan Small Cap Core Equity I | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
IJSAX | VY® JPMorgan Small Cap Core Equity A | Owns companies we recommend for divestment | 3 | 2 | 4 | 6 | X | Small Blend |
IJPMX | VY® JPMorgan Mid Cap Value S2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMSX | VY® JPMorgan Mid Cap Value S | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMIX | VY® JPMorgan Mid Cap Value I | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJMAX | VY® JPMorgan Mid Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
IJPTX | VY® JPMorgan Emerging Markets Equity S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJPIX | VY® JPMorgan Emerging Markets Equity S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJEMX | VY® JPMorgan Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IJEAX | VY® JPMorgan Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
IVITX | VY® Invesco Growth and Income S2 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
IVGSX | VY® Invesco Growth and Income S | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
IVGIX | VY® Invesco Growth and Income I | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
IVGAX | VY® Invesco Growth and Income A | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Large Value |
IOGPX | VY® Invesco Global S2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IGMSX | VY® Invesco Global S | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IGMIX | VY® Invesco Global I | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IGMAX | VY® Invesco Global A | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Global Large-Stock Growth |
IVIPX | VY® Invesco Equity and Income S2 | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
IUASX | VY® Invesco Equity and Income S | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
IUAIX | VY® Invesco Equity and Income I | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
IUAAX | VY® Invesco Equity and Income A | Owns companies we recommend for divestment | 4 | 7 | 10 | 10 | X | Moderately Aggressive Allocation |
IVKSX | VY® Invesco Comstock S | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
IVKIX | VY® Invesco Comstock I | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
IVKAX | VY® Invesco Comstock A | Owns companies we recommend for divestment | 5 | 8 | 10 | 9 | X | Large Value |
ICVPX | VY® Columbia Small Cap Value II S2 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICSSX | VY® Columbia Small Cap Value II S | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
VYRDX | VY® Columbia Small Cap Value II R6 | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICISX | VY® Columbia Small Cap Value II I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ICSAX | VY® Columbia Small Cap Value II A | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Value |
ISCSX | VY® Columbia Contrarian Core S | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
ISFIX | VY® Columbia Contrarian Core I | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
ISBAX | VY® Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
IVRTX | VY® CBRE Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRSX | VY® CBRE Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IVRIX | VY® CBRE Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ICRPX | VY® CBRE Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
IRGSX | VY® CBRE Global Real Estate S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGTX | VY® CBRE Global Real Estate S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IRGIX | VY® CBRE Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ICRNX | VY® CBRE Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
IBCGX | VY® Baron Growth S2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBSSX | VY® Baron Growth S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
VYRBX | VY® Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBGIX | VY® Baron Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IBSAX | VY® Baron Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
ISMSX | VY® American Century Sm-Mid Cp Val S2 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
IASSX | VY® American Century Sm-Mid Cp Val S | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
IACIX | VY® American Century Sm-Mid Cp Val I | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
IASAX | VY® American Century Sm-Mid Cp Val A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Mid-Cap Value |
VVJEX | Voya VACS Series MCV Fund | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Value |
VVICX | VOYA VACS Index Series SC Portfolio | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
VVIIX | VOYA VACS Index Series I Portfolio | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
VVIEX | VOYA VACS Index Series EM Portfolio | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
VVIPX | Voya VACS Index S | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VVIMX | Voya VACS Index MC | Owns companies we recommend for divestment | 13 | 12 | 11 | 20 | X | Mid-Cap Blend |
ISIPX | Voya US Stock Index Port S2 | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
ISJBX | Voya US Stock Index Port S | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
INGIX | Voya US Stock Index Port I | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
ISIVX | Voya US Stock Index Port A | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VHDRX | Voya US High Dividend Low Volatility R6 | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Value |
VHDIX | Voya US High Dividend Low Volatility I | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Value |
VHDAX | Voya US High Dividend Low Volatility A | Owns companies we recommend for divestment | 4 | 7 | 8 | 9 | X | Large Value |
VTUFX | Voya Target Retirement 2065 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2065+ |
VTURX | Voya Target Retirement 2065 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2065+ |
VTIUX | Voya Target Retirement 2065 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2065+ |
VTAUX | Voya Target Retirement 2065 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2065+ |
VTRUX | Voya Target Retirement 2060 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2060 |
VRROX | Voya Target Retirement 2060 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2060 |
VRSAX | Voya Target Retirement 2060 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2060 |
VTRSX | Voya Target Retirement 2060 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2060 |
VTRRX | Voya Target Retirement 2055 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2055 |
VRRNX | Voya Target Retirement 2055 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2055 |
IRSVX | Voya Target Retirement 2055 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2055 |
VTRQX | Voya Target Retirement 2055 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2055 |
VTRPX | Voya Target Retirement 2050 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2050 |
VRRMX | Voya Target Retirement 2050 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2050 |
IRSQX | Voya Target Retirement 2050 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2050 |
VTROX | Voya Target Retirement 2050 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2050 |
VTRNX | Voya Target Retirement 2045 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2045 |
VRRLX | Voya Target Retirement 2045 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2045 |
IRSPX | Voya Target Retirement 2045 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2045 |
VTRMX | Voya Target Retirement 2045 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2045 |
VTRKX | Voya Target Retirement 2040 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2040 |
VRRKX | Voya Target Retirement 2040 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2040 |
IRSOX | Voya Target Retirement 2040 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2040 |
VTRJX | Voya Target Retirement 2040 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2040 |
VTRHX | Voya Target Retirement 2035 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2035 |
VRRJX | Voya Target Retirement 2035 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2035 |
IRSNX | Voya Target Retirement 2035 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2035 |
VTRGX | Voya Target Retirement 2035 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2035 |
VTRFX | Voya Target Retirement 2030 R6 | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2030 |
VRRIX | Voya Target Retirement 2030 R | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2030 |
IRSMX | Voya Target Retirement 2030 I | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2030 |
VTREX | Voya Target Retirement 2030 A | Owns companies we recommend for divestment | 64 | 43 | 117 | 61 | X | Target-Date 2030 |
ISMDX | Voya Strategic Allocation Mod Port S | Owns companies we recommend for divestment | 48 | 41 | 79 | 65 | X | Moderate Allocation |
IIMDX | Voya Strategic Allocation Mod Port I | Owns companies we recommend for divestment | 48 | 41 | 79 | 65 | X | Moderate Allocation |
ISGRX | Voya Strategic Allocation Growth Port S | Owns companies we recommend for divestment | 48 | 41 | 79 | 65 | X | Moderately Aggressive Allocation |
ISAGX | Voya Strategic Allocation Growth Port I | Owns companies we recommend for divestment | 48 | 41 | 79 | 65 | X | Moderately Aggressive Allocation |
IAGTX | Voya Solution Moderately Agrsv Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Moderately Aggressive Allocation |
IAGSX | Voya Solution Moderately Agrsv Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Moderately Aggressive Allocation |
VYROX | Voya Solution Moderately Agrsv Port R6 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Moderately Aggressive Allocation |
IAGIX | Voya Solution Moderately Agrsv Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Moderately Aggressive Allocation |
IAGAX | Voya Solution Moderately Agrsv Port A | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Moderately Aggressive Allocation |
ISGTX | Voya Solution Balanced Port S2 | Owns companies we recommend for divestment | 48 | 41 | 80 | 65 | X | Moderate Allocation |
ISGKX | Voya Solution Balanced Port S | Owns companies we recommend for divestment | 48 | 41 | 80 | 65 | X | Moderate Allocation |
VYRLX | Voya Solution Balanced Port R6 | Owns companies we recommend for divestment | 48 | 41 | 80 | 65 | X | Moderate Allocation |
ISGJX | Voya Solution Balanced Port I | Owns companies we recommend for divestment | 48 | 41 | 80 | 65 | X | Moderate Allocation |
ISGAX | Voya Solution Balanced Port A | Owns companies we recommend for divestment | 48 | 41 | 80 | 65 | X | Moderate Allocation |
IAVTX | Voya Solution Aggressive S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Aggressive Allocation |
IAVSX | Voya Solution Aggressive S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Aggressive Allocation |
VYRMX | Voya Solution Aggressive R6 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Aggressive Allocation |
IAVIX | Voya Solution Aggressive I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Aggressive Allocation |
IAVAX | Voya Solution Aggressive A | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Aggressive Allocation |
VSQTX | Voya Solution 2065 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2065+ |
VSQUX | Voya Solution 2065 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2065+ |
VSSQX | Voya Solution 2065 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2065+ |
VSQIX | Voya Solution 2065 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2065+ |
VSAQX | Voya Solution 2065 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2065+ |
VSPTX | Voya Solution 2060 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2060 |
VSSPX | Voya Solution 2060 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2060 |
VSPSX | Voya Solution 2060 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2060 |
VSIPX | Voya Solution 2060 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2060 |
VSPAX | Voya Solution 2060 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2060 |
ISTPX | Voya Solution 2055 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2055 |
ITSPX | Voya Solution 2055 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2055 |
ISSPX | Voya Solution 2055 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2055 |
IISPX | Voya Solution 2055 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2055 |
IASPX | Voya Solution 2055 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2055 |
ISNTX | Voya Solution 2050 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2050 |
ISNSX | Voya Solution 2050 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2050 |
ISNRX | Voya Solution 2050 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2050 |
ISNQX | Voya Solution 2050 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2050 |
ISNPX | Voya Solution 2050 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2050 |
ISRTX | Voya Solution 2045 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2045 |
ISPDX | Voya Solution 2045 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2045 |
ISRSX | Voya Solution 2045 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2045 |
ISRIX | Voya Solution 2045 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2045 |
ISRAX | Voya Solution 2045 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2045 |
ISNOX | Voya Solution 2040 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2040 |
ISNNX | Voya Solution 2040 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2040 |
ISNMX | Voya Solution 2040 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2040 |
ISNLX | Voya Solution 2040 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2040 |
ISNKX | Voya Solution 2040 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2040 |
ISQTX | Voya Solution 2035 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2035 |
ISPCX | Voya Solution 2035 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2035 |
ISQSX | Voya Solution 2035 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2035 |
ISQIX | Voya Solution 2035 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2035 |
ISQAX | Voya Solution 2035 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2035 |
ISNJX | Voya Solution 2030 Port T | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2030 |
ISNIX | Voya Solution 2030 Port S2 | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2030 |
ISNHX | Voya Solution 2030 Port S | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2030 |
ISNGX | Voya Solution 2030 Port I | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2030 |
ISNFX | Voya Solution 2030 Port ADV | Owns companies we recommend for divestment | 70 | 45 | 119 | 66 | X | Target-Date 2030 |
ISCTX | Voya SmallCap Opportunities Port S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
IVPOX | Voya SmallCap Opportunities Port S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VRSCX | Voya SmallCap Opportunities Port R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
IVSOX | Voya SmallCap Opportunities Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
ISOPX | Voya SmallCap Opportunities Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VYSGX | Voya Small Company W | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
VYSEX | Voya Small Company R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
VYSDX | Voya Small Company R | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
IVPSX | Voya Small Company Port S | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
VSPRX | Voya Small Company Port R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
IVCSX | Voya Small Company Port I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
IASCX | Voya Small Company Port A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
VYSAX | Voya Small Company I | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
VYSZX | Voya Small Company C | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
VYSYX | Voya Small Company A | Owns companies we recommend for divestment | 3 | 2 | 2 | 2 | X | Small Blend |
VWYKX | Voya Small Cap Growth W | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VLNPX | Voya Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VWYIX | Voya Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
TCMSX | Voya Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VWYGX | Voya Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
VWYFX | Voya Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
IRCIX | Voya Russell Small Cap Index Port S2 | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
IRSSX | Voya Russell Small Cap Index Port S | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
IIRSX | Voya Russell Small Cap Index Port I | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
IRSIX | Voya Russell Small Cap Index Port A | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
IRMTX | Voya Russell Mid Cap Index Port S2 | Owns companies we recommend for divestment | 13 | 12 | 11 | 20 | X | Mid-Cap Blend |
IRMCX | Voya Russell Mid Cap Index Port S | Owns companies we recommend for divestment | 13 | 12 | 11 | 20 | X | Mid-Cap Blend |
IIRMX | Voya Russell Mid Cap Index Port I | Owns companies we recommend for divestment | 13 | 12 | 11 | 20 | X | Mid-Cap Blend |
IRMAX | Voya Russell Mid Cap Index Port A | Owns companies we recommend for divestment | 13 | 12 | 11 | 20 | X | Mid-Cap Blend |
IRGVX | Voya Russell Mid Cap Growth Idx Port S2 | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
IRGUX | Voya Russell Mid Cap Growth Idx Port S | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
IRGJX | Voya Russell Mid Cap Growth Idx Port I | Owns companies we recommend for divestment | 4 | 4 | 4 | 7 | X | Mid-Cap Growth |
IRVSX | Voya Russell Large Cap Value Idx Port S | Owns companies we recommend for divestment | 9 | 13 | 16 | 18 | X | Large Value |
IRVIX | Voya Russell Large Cap Value Idx Port I | Owns companies we recommend for divestment | 9 | 13 | 16 | 18 | X | Large Value |
IRVAX | Voya Russell Large Cap Value Idx Port A | Owns companies we recommend for divestment | 9 | 13 | 16 | 18 | X | Large Value |
IRLUX | Voya Russell Large Cap Index Port S2 | Owns companies we recommend for divestment | 10 | 16 | 23 | 24 | X | Large Blend |
IRLCX | Voya Russell Large Cap Index Port S | Owns companies we recommend for divestment | 10 | 16 | 23 | 24 | X | Large Blend |
IIRLX | Voya Russell Large Cap Index Port I | Owns companies we recommend for divestment | 10 | 16 | 23 | 24 | X | Large Blend |
IRLIX | Voya Russell Large Cap Index Port A | Owns companies we recommend for divestment | 10 | 16 | 23 | 24 | X | Large Blend |
IRLSX | Voya Russell Large Cap Growth Idx Port S | Owns companies we recommend for divestment | 5 | 5 | 12 | 11 | X | Large Growth |
IRLNX | Voya Russell Large Cap Growth Idx Port I | Owns companies we recommend for divestment | 5 | 5 | 12 | 11 | X | Large Growth |
IRLAX | Voya Russell Large Cap Growth Idx Port A | Owns companies we recommend for divestment | 5 | 5 | 12 | 11 | X | Large Growth |
IRGMX | Voya Retirement Moderate Growth Port I | Owns companies we recommend for divestment | 35 | 34 | 60 | 56 | X | Moderate Allocation |
IRMGX | Voya Retirement Moderate Growth Port A | Owns companies we recommend for divestment | 35 | 34 | 60 | 56 | X | Moderate Allocation |
IIRGX | Voya Retirement Growth Port I | Owns companies we recommend for divestment | 43 | 40 | 68 | 64 | X | Moderately Aggressive Allocation |
IRGPX | Voya Retirement Growth Port A | Owns companies we recommend for divestment | 43 | 40 | 68 | 64 | X | Moderately Aggressive Allocation |
IMCVX | Voya Multi-Manager Mid Cap Value I | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Value |
VVJFX | Voya Multi-Manager Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
IICWX | Voya Multi-Manager Intl Factors W | Owns companies we recommend for divestment | 8 | 5 | 17 | 7 | X | Foreign Large Blend |
IICFX | Voya Multi-Manager Intl Factors I | Owns companies we recommend for divestment | 8 | 5 | 17 | 7 | X | Foreign Large Blend |
ISCWX | Voya Multi-Manager International Sm Cp W | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
NAPIX | Voya Multi-Manager International Sm Cp I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
NARCX | Voya Multi-Manager International Sm Cp C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
NTKLX | Voya Multi-Manager International Sm Cp A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Blend |
IIGIX | Voya Multi-Manager International Eq I | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Foreign Large Blend |
IEMLX | Voya Multi-Manager Emerging Markets Eq W | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
IEMKX | Voya Multi-Manager Emerging Markets Eq R | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
IEMGX | Voya Multi-Manager Emerging Markets Eq I | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
IEMJX | Voya Multi-Manager Emerging Markets Eq C | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
IEMHX | Voya Multi-Manager Emerging Markets Eq A | Owns companies we recommend for divestment | 2 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
IMOWX | Voya MidCap Opportunities W | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
IMOZX | Voya MidCap Opportunities R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
IMORX | Voya MidCap Opportunities R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
IMOPX | Voya MidCap Opportunities Port S2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
ISMOX | Voya MidCap Opportunities Port S | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
VMCRX | Voya MidCap Opportunities Port R6 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
IIMOX | Voya MidCap Opportunities Port I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
IAMOX | Voya MidCap Opportunities Port A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
NMCIX | Voya MidCap Opportunities I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
NMCCX | Voya MidCap Opportunities C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
NMCAX | Voya MidCap Opportunities A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
VYMYX | Voya Mid Cap Research Enhanced Index W | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
VYMVX | Voya Mid Cap Research Enhanced Index R | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
VYMSX | Voya Mid Cap Research Enhanced Index I | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
VYMRX | Voya Mid Cap Research Enhanced Index C | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
VYMQX | Voya Mid Cap Research Enhanced Index A | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
IGOWX | Voya Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
VGOSX | Voya Large-Cap Growth R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
VGORX | Voya Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
PLCIX | Voya Large-Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
NLCCX | Voya Large-Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
NLCAX | Voya Large-Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
IWEDX | Voya Large Cap Value W | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IEDZX | Voya Large Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IEDRX | Voya Large Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IPETX | Voya Large Cap Value Port S2 | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IPESX | Voya Large Cap Value Port S | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
VLCRX | Voya Large Cap Value Port R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IPEIX | Voya Large Cap Value Port I | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IPEAX | Voya Large Cap Value Port A | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IEDIX | Voya Large Cap Value I | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IEDCX | Voya Large Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IEDAX | Voya Large Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 6 | X | Large Value |
IEOTX | Voya Large Cap Growth Port S2 | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
IEOSX | Voya Large Cap Growth Port S | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
VRLCX | Voya Large Cap Growth Port R6 | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
IEOHX | Voya Large Cap Growth Port I | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
IEOPX | Voya Large Cap Growth Port A | Owns companies we recommend for divestment | 1 | 4 | 3 | 5 | X | Large Growth |
ISIIX | Voya International Index Port S2 | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
INTIX | Voya International Index Port S | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
IIIIX | Voya International Index Port I | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
IIIAX | Voya International Index Port A | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
VGLRX | Voya International High Div Volatil R6 | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
VGLIX | Voya International High Div Volatil I | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
VGLAX | Voya International High Div Volatil A | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
ITFEX | Voya International High Div Low Vol S2 | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
IFTSX | Voya International High Div Low Vol S | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
IFTIX | Voya International High Div Low Vol I | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
IFTAX | Voya International High Div Low Vol A | Owns companies we recommend for divestment | 7 | 1 | 9 | 6 | X | Foreign Large Value |
VIQZX | Voya Index Solution 2065 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2065+ |
VIQUX | Voya Index Solution 2065 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2065+ |
VIQSX | Voya Index Solution 2065 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2065+ |
VIQIX | Voya Index Solution 2065 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2065+ |
VIQAX | Voya Index Solution 2065 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2065+ |
VSZIX | Voya Index Solution 2060 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2060 |
VPSSX | Voya Index Solution 2060 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2060 |
VPISX | Voya Index Solution 2060 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2060 |
VISPX | Voya Index Solution 2060 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2060 |
VPSAX | Voya Index Solution 2060 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2060 |
VSZHX | Voya Index Solution 2055 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2055 |
IISTX | Voya Index Solution 2055 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2055 |
IISSX | Voya Index Solution 2055 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2055 |
IISNX | Voya Index Solution 2055 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2055 |
IISAX | Voya Index Solution 2055 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2055 |
VSZGX | Voya Index Solution 2050 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2050 |
IDXSX | Voya Index Solution 2050 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2050 |
IDXRX | Voya Index Solution 2050 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2050 |
IDXQX | Voya Index Solution 2050 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2050 |
IDXPX | Voya Index Solution 2050 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2050 |
VSZFX | Voya Index Solution 2045 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2045 |
ISVLX | Voya Index Solution 2045 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2045 |
ISJSX | Voya Index Solution 2045 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2045 |
ISJIX | Voya Index Solution 2045 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2045 |
ISJAX | Voya Index Solution 2045 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2045 |
VSZEX | Voya Index Solution 2040 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2040 |
IDXNX | Voya Index Solution 2040 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2040 |
IDXMX | Voya Index Solution 2040 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2040 |
IDXLX | Voya Index Solution 2040 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2040 |
IDXKX | Voya Index Solution 2040 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2040 |
VSZDX | Voya Index Solution 2035 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2035 |
IXISX | Voya Index Solution 2035 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2035 |
ISESX | Voya Index Solution 2035 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2035 |
ISEIX | Voya Index Solution 2035 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2035 |
ISEAX | Voya Index Solution 2035 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2035 |
VSZCX | Voya Index Solution 2030 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2030 |
IDXIX | Voya Index Solution 2030 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2030 |
IDXHX | Voya Index Solution 2030 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2030 |
IDXGX | Voya Index Solution 2030 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2030 |
IDXFX | Voya Index Solution 2030 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2030 |
VSZBX | Voya Index Solution 2025 Port Z | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2025 |
IXXVX | Voya Index Solution 2025 Port S2 | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2025 |
ISDSX | Voya Index Solution 2025 Port S | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2025 |
ISDIX | Voya Index Solution 2025 Port I | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2025 |
ISDAX | Voya Index Solution 2025 Port ADV | Owns companies we recommend for divestment | 45 | 40 | 75 | 64 | X | Target-Date 2025 |
IPSSX | Voya Index Plus SmallCap Port S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | X | Small Blend |
IPSIX | Voya Index Plus SmallCap Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 2 | X | Small Blend |
IPMSX | Voya Index Plus MidCap Port S | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
IPMIX | Voya Index Plus MidCap Port I | Owns companies we recommend for divestment | 5 | 6 | 3 | 7 | X | Mid-Cap Blend |
IPLSX | Voya Index Plus LargeCap Port S | Owns companies we recommend for divestment | 3 | 10 | 13 | 12 | X | Large Blend |
IPLIX | Voya Index Plus LargeCap Port I | Owns companies we recommend for divestment | 3 | 10 | 13 | 12 | X | Large Blend |
VIPAX | Voya Index Plus LargeCap Port ADV | Owns companies we recommend for divestment | 3 | 10 | 13 | 12 | X | Large Blend |
IGISX | Voya Growth and Income Port S2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
ISVGX | Voya Growth and Income Port S | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
IIVGX | Voya Growth and Income Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
IAVGX | Voya Growth and Income Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 6 | X | Large Blend |
IWPVX | Voya Global Perspectives W | Owns companies we recommend for divestment | 33 | 27 | 51 | 39 | X | Global Allocation |
IRPVX | Voya Global Perspectives R | Owns companies we recommend for divestment | 33 | 27 | 51 | 39 | X | Global Allocation |
IIPVX | Voya Global Perspectives I | Owns companies we recommend for divestment | 33 | 27 | 51 | 39 | X | Global Allocation |
ICPVX | Voya Global Perspectives C | Owns companies we recommend for divestment | 33 | 27 | 51 | 39 | X | Global Allocation |
IAPVX | Voya Global Perspectives A | Owns companies we recommend for divestment | 33 | 27 | 51 | 39 | X | Global Allocation |
VYGPX | Voya Global Multi-Asset W | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGNX | Voya Global Multi-Asset R6 | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGLX | Voya Global Multi-Asset I | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGKX | Voya Global Multi-Asset C | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGJX | Voya Global Multi-Asset A | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
IGVWX | Voya Global High Dividend Low Vol W | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
VGHRX | Voya Global High Dividend Low Vol R6 | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
IWTTX | Voya Global High Dividend Low Vol PortS2 | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
VGVTX | Voya Global High Dividend Low Vol Port T | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
IGHSX | Voya Global High Dividend Low Vol Port S | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
IIGZX | Voya Global High Dividend Low Vol Port I | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
IGHAX | Voya Global High Dividend Low Vol Port A | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
NAWIX | Voya Global High Dividend Low Vol I | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
NAWCX | Voya Global High Dividend Low Vol C | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
NAWGX | Voya Global High Dividend Low Vol A | Owns companies we recommend for divestment | 7 | 8 | 8 | 13 | X | Global Large-Stock Value |
VYGWX | Voya Global Diversified Payment W | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGUX | Voya Global Diversified Payment R6 | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGTX | Voya Global Diversified Payment R | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGSX | Voya Global Diversified Payment I | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGRX | Voya Global Diversified Payment C | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
VYGQX | Voya Global Diversified Payment A | Owns companies we recommend for divestment | 52 | 42 | 84 | 66 | X | Global Allocation |
LEXCX | Voya Corporate Leaders Trust B | Owns companies we recommend for divestment | 2 | 1 | 3 | 0 | X | Large Value |
VYCIX | Voya Corporate Leaders 100 W | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
VYCGX | Voya Corporate Leaders 100 R6 | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
VYCFX | Voya Corporate Leaders 100 R | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
VYCCX | Voya Corporate Leaders 100 I | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
VYCBX | Voya Corporate Leaders 100 C | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
VYCAX | Voya Corporate Leaders 100 A | Owns companies we recommend for divestment | 7 | 12 | 17 | 17 | X | Large Value |
ARTPX | Virtus Zevenbergen Technology P | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
DRGTX | Virtus Zevenbergen Technology Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
RCGTX | Virtus Zevenbergen Technology C | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
DGTAX | Virtus Zevenbergen Technology Admin | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
RAGTX | Virtus Zevenbergen Technology A | Owns companies we recommend for divestment | 1 | 3 | 7 | 4 | X | Technology |
VZGRX | Virtus Zevenbergen Innovative Gr Stk R6 | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
SCATX | Virtus Zevenbergen Innovative Gr Stk I | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
SAGAX | Virtus Zevenbergen Innovative Gr Stk A | Owns companies we recommend for divestment | 1 | 2 | 4 | 2 | X | Large Growth |
VWID | Virtus WMC International Dividend ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Foreign Large Value |
VGEIX | Virtus Vontobel Greater Eurp Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Europe Stock |
VGECX | Virtus Vontobel Greater Eurp Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Europe Stock |
VGEAX | Virtus Vontobel Greater Eurp Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Europe Stock |
VRGOX | Virtus Vontobel Global Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
WWOIX | Virtus Vontobel Global Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
WWOCX | Virtus Vontobel Global Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
NWWOX | Virtus Vontobel Global Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Global Large-Stock Growth |
VFOPX | Virtus Vontobel Foreign Opportunities R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
JVXIX | Virtus Vontobel Foreign Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
JVICX | Virtus Vontobel Foreign Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
JVIAX | Virtus Vontobel Foreign Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Foreign Large Growth |
VREMX | Virtus Vontobel Emerging Markets Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HIEMX | Virtus Vontobel Emerging Markets Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PICEX | Virtus Vontobel Emerging Markets Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
HEMZX | Virtus Vontobel Emerging Markets Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
JOET | Virtus Terranova US Quality Momentum ETF | Owns companies we recommend for divestment | 3 | 2 | 9 | 6 | X | Large Growth |
VTARX | Virtus Tactical Allocation R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Moderate Allocation |
VTAIX | Virtus Tactical Allocation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Moderate Allocation |
POICX | Virtus Tactical Allocation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Moderate Allocation |
NAINX | Virtus Tactical Allocation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Moderate Allocation |
ASCFX | Virtus Small-Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Small Blend |
AZBPX | Virtus Small-Cap P | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Small Blend |
AZBIX | Virtus Small-Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Small Blend |
AZBCX | Virtus Small-Cap C | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Small Blend |
AZBAX | Virtus Small-Cap A | Owns companies we recommend for divestment | 1 | 1 | 3 | 3 | X | Small Blend |
ARMPX | Virtus Silvant Mid-Cap Growth P | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Growth |
DRMCX | Virtus Silvant Mid-Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Growth |
RMDCX | Virtus Silvant Mid-Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Growth |
DRMAX | Virtus Silvant Mid-Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Growth |
RMDAX | Virtus Silvant Mid-Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Mid-Cap Growth |
STCZX | Virtus Silvant Large-Cap Growth Stk R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
STCAX | Virtus Silvant Large-Cap Growth Stk I | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
STCIX | Virtus Silvant Large-Cap Growth Stk A | Owns companies we recommend for divestment | 2 | 4 | 7 | 8 | X | Large Growth |
AFGFX | Virtus Silvant Focused Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
AOGPX | Virtus Silvant Focused Growth P | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
PGFIX | Virtus Silvant Focused Growth Inst | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
PGWCX | Virtus Silvant Focused Growth C | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
PGFAX | Virtus Silvant Focused Growth Admin | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
PGWAX | Virtus Silvant Focused Growth A | Owns companies we recommend for divestment | 1 | 2 | 5 | 5 | X | Large Growth |
VNLRX | Virtus SGA New Leaders Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
VNLIX | Virtus SGA New Leaders Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
VNLCX | Virtus SGA New Leaders Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
VNLAX | Virtus SGA New Leaders Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Growth |
SCIZX | Virtus SGA International Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
STITX | Virtus SGA International Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
SCIIX | Virtus SGA International Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
SGARX | Virtus SGA Global Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
SGAPX | Virtus SGA Global Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
SGACX | Virtus SGA Global Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
SGAAX | Virtus SGA Global Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Global Large-Stock Growth |
VESRX | Virtus SGA Emerging Markets Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VIEGX | Virtus SGA Emerging Markets Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VCEGX | Virtus SGA Emerging Markets Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VAEGX | Virtus SGA Emerging Markets Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UTES | Virtus Reaves Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VRAI | Virtus Real Asset Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ANFVX | Virtus NFJ Small-Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
ASVPX | Virtus NFJ Small-Cap Value P | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
PSVIX | Virtus NFJ Small-Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
PCVCX | Virtus NFJ Small-Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
PVADX | Virtus NFJ Small-Cap Value Admin | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
PCVAX | Virtus NFJ Small-Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Small Value |
ANPRX | Virtus NFJ Mid-Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
ANRPX | Virtus NFJ Mid-Cap Value P | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
PRNIX | Virtus NFJ Mid-Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
PQNCX | Virtus NFJ Mid-Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
PRAAX | Virtus NFJ Mid-Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
PQNAX | Virtus NFJ Mid-Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Mid-Cap Value |
VAAGX | Virtus NFJ Large-Cap Value R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
ALCPX | Virtus NFJ Large-Cap Value P | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
ANVIX | Virtus NFJ Large-Cap Value Fund Inst | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
PNBCX | Virtus NFJ Large-Cap Value C | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
ALNFX | Virtus NFJ Large-Cap Value Admin | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
PNBAX | Virtus NFJ Large-Cap Value A | Owns companies we recommend for divestment | 2 | 6 | 3 | 12 | X | Large Value |
ANAVX | Virtus NFJ International Value R6 | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
AFVPX | Virtus NFJ International Value P | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
ANJIX | Virtus NFJ International Value Inst | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
AFJCX | Virtus NFJ International Value C | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
AIVAX | Virtus NFJ International Value Admin | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
AFJAX | Virtus NFJ International Value A | Owns companies we recommend for divestment | 5 | 2 | 6 | 1 | X | Foreign Large Value |
ASTPX | Virtus NFJ Global Sustainability P | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
ASUAX | Virtus NFJ Global Sustainability A | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
ASTNX | Virtus NFJ Global Sust Instl | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | V | Global Large-Stock Blend |
AZMPX | Virtus NFJ Emerging Markets Value P | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
AZMIX | Virtus NFJ Emerging Markets Value Ins | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
AZMCX | Virtus NFJ Emerging Markets Value C | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
AZMAX | Virtus NFJ Emerging Markets Value A | Owns companies we recommend for divestment | 5 | 1 | 5 | 0 | X | Diversified Emerging Mkts |
ANDVX | Virtus NFJ Dividend Value R6 | Owns companies we recommend for divestment | 1 | 6 | 1 | 10 | X | Large Value |
ADJPX | Virtus NFJ Dividend Value P | Owns companies we recommend for divestment | 1 | 6 | 1 | 10 | X | Large Value |
NFJEX | Virtus NFJ Dividend Value Inst | Owns companies we recommend for divestment | 1 | 6 | 1 | 10 | X | Large Value |
PNECX | Virtus NFJ Dividend Value C | Owns companies we recommend for divestment | 1 | 6 | 1 | 10 | X | Large Value |
ANDAX | Virtus NFJ Dividend Value Admin | Owns companies we recommend for divestment | 1 | 6 | 1 | 10 | X | Large Value |
PNEAX | Virtus NFJ Dividend Value A | Owns companies we recommend for divestment | 1 | 6 | 1 | 10 | X | Large Value |
BBP | Virtus LifeSci Biotech Products ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BBC | Virtus LifeSci Biotech Clinical Trls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
VKSGX | Virtus KAR Small-Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
VKSFX | Virtus KAR Small-Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
VKSEX | Virtus KAR Small-Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
VKSDX | Virtus KAR Small-Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Blend |
VRKSX | Virtus KAR Small-Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VIKSX | Virtus KAR Small-Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VCKSX | Virtus KAR Small-Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VAKSX | Virtus KAR Small-Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VKSRX | Virtus KAR Small-Mid Cap Core R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VKSIX | Virtus KAR Small-Mid Cap Core I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VKSCX | Virtus KAR Small-Mid Cap Core C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VKSAX | Virtus KAR Small-Mid Cap Core A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
VQSRX | Virtus KAR Small-Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
PXQSX | Virtus KAR Small-Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
PQSCX | Virtus KAR Small-Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
PQSAX | Virtus KAR Small-Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
VRSGX | Virtus KAR Small-Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PXSGX | Virtus KAR Small-Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PSGCX | Virtus KAR Small-Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
PSGAX | Virtus KAR Small-Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
VSCRX | Virtus KAR Small-Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
PKSFX | Virtus KAR Small-Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
PKSCX | Virtus KAR Small-Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
PKSAX | Virtus KAR Small-Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Mid-Cap Growth |
VRMGX | Virtus KAR Mid-Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PICMX | Virtus KAR Mid-Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PSKCX | Virtus KAR Mid-Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
PHSKX | Virtus KAR Mid-Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
VRMCX | Virtus KAR Mid-Cap Core R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
VIMCX | Virtus KAR Mid-Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
VMCCX | Virtus KAR Mid-Cap Core C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
VMACX | Virtus KAR Mid-Cap Core A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
VRISX | Virtus KAR International Small-Mid CapR6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VIISX | Virtus KAR International Small-Mid Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VCISX | Virtus KAR International Small-Mid Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VISAX | Virtus KAR International Small-Mid Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AAAEX | Virtus KAR Health Sciences P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
HLHIX | Virtus KAR Health Sciences Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
RCGHX | Virtus KAR Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
RAGHX | Virtus KAR Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
ARSPX | Virtus KAR Global Small-Cap P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
DGSCX | Virtus KAR Global Small-Cap Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
RGSCX | Virtus KAR Global Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
RGSAX | Virtus KAR Global Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Small/Mid Stock |
VGQRX | Virtus KAR Global Quality Dividend R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Value |
PIPTX | Virtus KAR Global Quality Dividend I | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Value |
PPTCX | Virtus KAR Global Quality Dividend C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Value |
PPTAX | Virtus KAR Global Quality Dividend A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Value |
VECRX | Virtus KAR Equity Income R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
PXIIX | Virtus KAR Equity Income I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
PGICX | Virtus KAR Equity Income C | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
PDIAX | Virtus KAR Equity Income A | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
VRESX | Virtus KAR Emerging Markets Small-Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VIESX | Virtus KAR Emerging Markets Small-Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VCESX | Virtus KAR Emerging Markets Small-Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VAESX | Virtus KAR Emerging Markets Small-Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VDMRX | Virtus KAR Developing Markets R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VIDMX | Virtus KAR Developing Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VDMCX | Virtus KAR Developing Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VDMAX | Virtus KAR Developing Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VCGRX | Virtus KAR Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
PLXGX | Virtus KAR Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
SSTFX | Virtus KAR Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
PSTAX | Virtus KAR Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
AIISX | Virtus International S/C R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
ALOPX | Virtus International S/C P | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
ALOIX | Virtus International S/C Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
AOPCX | Virtus International S/C C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
AOPAX | Virtus International S/C A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Growth |
AEMPX | Virtus Emerging Markets Opps P | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AOTCX | Virtus Emerging Markets Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AOTAX | Virtus Emerging Markets Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEMOX | Virtus EM Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AOTIX | Virtus EM Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AWTPX | Virtus Duff & Phelps Water P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTIX | Virtus Duff & Phelps Water Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTCX | Virtus Duff & Phelps Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
AWTAX | Virtus Duff & Phelps Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Natural Resources |
VLPIX | Virtus Duff & Phelps Sel MLP & Engy I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
VLPCX | Virtus Duff & Phelps Sel MLP & Engy C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
VLPAX | Virtus Duff & Phelps Sel MLP & Engy A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
VRREX | Virtus Duff & Phelps Real Estate Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PHRIX | Virtus Duff & Phelps Real Estate Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PHRCX | Virtus Duff & Phelps Real Estate Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
PHRAX | Virtus Duff & Phelps Real Estate Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
VAABX | Virtus Duff & Phelps Real Asset R6 | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Global Allocation |
VADIX | Virtus Duff & Phelps Real Asset I | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Global Allocation |
PDPCX | Virtus Duff & Phelps Real Asset C | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Global Allocation |
PDPAX | Virtus Duff & Phelps Real Asset A | Owns companies we recommend for divestment | 1 | 0 | 4 | 0 | X | Global Allocation |
PXRIX | Virtus Duff & Phelps Intl Rl Estt Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PXRCX | Virtus Duff & Phelps Intl Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
PXRAX | Virtus Duff & Phelps Intl Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VGIRX | Virtus Duff & Phelps Global Infras R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
PGIUX | Virtus Duff & Phelps Global Infras I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
PGUCX | Virtus Duff & Phelps Global Infras C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
PGUAX | Virtus Duff & Phelps Global Infras A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
VRGEX | Virtus Duff & Phelps Glb Rl Estt Secs R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VGISX | Virtus Duff & Phelps Glb Rl Estt Secs I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VGSCX | Virtus Duff & Phelps Glb Rl Estt Secs C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VGSAX | Virtus Duff & Phelps Glb Rl Estt Secs A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VCLN | Virtus Duff & Phelps Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Miscellaneous Sector |
VVERX | Virtus Ceredex Small-Cap Value Eq R6 | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
SCETX | Virtus Ceredex Small-Cap Value Eq I | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
STCEX | Virtus Ceredex Small-Cap Value Eq C | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
SASVX | Virtus Ceredex Small-Cap Value Eq A | Owns companies we recommend for divestment | 3 | 1 | 2 | 3 | X | Small Blend |
SMVZX | Virtus Ceredex Mid-Cap Value Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
SMVTX | Virtus Ceredex Mid-Cap Value Equity I | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
SMVFX | Virtus Ceredex Mid-Cap Value Equity C | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
SAMVX | Virtus Ceredex Mid-Cap Value Equity A | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Mid-Cap Value |
STVZX | Virtus Ceredex Large-Cap Value Equity R6 | Owns companies we recommend for divestment | 1 | 3 | 1 | 5 | X | Large Value |
STVTX | Virtus Ceredex Large-Cap Value Equity I | Owns companies we recommend for divestment | 1 | 3 | 1 | 5 | X | Large Value |
SVIFX | Virtus Ceredex Large-Cap Value Equity C | Owns companies we recommend for divestment | 1 | 3 | 1 | 5 | X | Large Value |
SVIIX | Virtus Ceredex Large-Cap Value Equity A | Owns companies we recommend for divestment | 1 | 3 | 1 | 5 | X | Large Value |
MODL | VictoryShares WestEnd U.S. Sector ETF | Owns companies we recommend for divestment | 3 | 9 | 15 | 14 | X | Large Blend |
ULVM | VictoryShares US Value Momentum ETF | Owns companies we recommend for divestment | 5 | 6 | 13 | 9 | X | Large Value |
CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
CSA | VictoryShares US Small Cap Vol Wtd ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Small Blend |
USVM | VictoryShares US Sm Md Cp Val Momt ETF | Owns companies we recommend for divestment | 6 | 4 | 2 | 8 | X | Small Blend |
VSMV | VictoryShares US Mult-Fctr Mnmm Vltl ETF | Owns companies we recommend for divestment | 3 | 2 | 5 | 4 | X | Large Value |
CDL | VictoryShares US LgCp Hi Div Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 7 | X | Large Value |
CDC | VictoryShares US EQ Inc Enh Vol Wtd ETF | Owns companies we recommend for divestment | 2 | 7 | 6 | 7 | X | Large Value |
CSF | VictoryShares US Discv Enh Vol Wtd ETF | Owns companies we recommend for divestment | 3 | 2 | 4 | 4 | X | Small Blend |
CFA | VictoryShares US 500 Volatility Wtd ETF | Owns companies we recommend for divestment | 15 | 18 | 21 | 31 | X | Large Blend |
CFO | VictoryShares US 500 Enh Vol Wtd ETF | Owns companies we recommend for divestment | 15 | 18 | 21 | 31 | X | Large Blend |
MDCP | VictoryShares THB Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | V | Mid-Cap Blend |
QQQN | VictoryShares Nasdaq Next 50 ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Mid-Cap Growth |
CID | VictoryShares Intl Hi Div Vol Wtd ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Foreign Large Value |
CIL | VictoryShares International Vol Wtd ETF | Owns companies we recommend for divestment | 9 | 7 | 18 | 9 | X | Foreign Large Blend |
UIVM | VictoryShares International Val MomtETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 5 | X | Foreign Large Value |
VFLO | VictoryShares Free Cash Flow ETF | Owns companies we recommend for divestment | 1 | 2 | 5 | 0 | X | Large Value |
UEVM | VictoryShares Emerging Mkts Val MomtETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
VSDA | VictoryShares Dividend Accelerator ETF | Owns companies we recommend for divestment | 2 | 5 | 3 | 3 | X | Large Blend |
CIZ | VictoryShares Developed Enh Vol Wtd ETF | Owns companies we recommend for divestment | 9 | 6 | 18 | 9 | X | Foreign Large Blend |
UIVAX | Victory Value Institutional | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Value |
UAVAX | Victory Value Class A | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Value |
UVALX | Victory Value | Owns companies we recommend for divestment | 5 | 8 | 12 | 13 | X | Large Value |
MICYX | Victory Trivalent Intl Fd-Core Eq Y | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
MAIRX | Victory Trivalent Intl Fd-Core Eq R6 | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
MICIX | Victory Trivalent Intl Fd-Core Eq I | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
MAICX | Victory Trivalent Intl Fd-Core Eq A | Owns companies we recommend for divestment | 3 | 5 | 6 | 5 | X | Foreign Large Blend |
MYSIX | Victory Trivalent International Sm-Cp Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
MSSIX | Victory Trivalent International Sm-Cp R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
MISIX | Victory Trivalent International Sm-Cp I | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
MCISX | Victory Trivalent International Sm-Cp C | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
MISAX | Victory Trivalent International Sm-Cp A | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Small/Mid Blend |
THBIX | Victory THB US Small Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
THBVX | Victory THB US Small Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
UTMAX | Victory Target Managed Allocation | Owns companies we recommend for divestment | 8 | 14 | 25 | 21 | X | Tactical Allocation |
VSOYX | Victory Sycamore Small Company Opp Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
VSORX | Victory Sycamore Small Company Opp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
GOGFX | Victory Sycamore Small Company Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
VSOIX | Victory Sycamore Small Company Opp I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
SSGSX | Victory Sycamore Small Company Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
VEVYX | Victory Sycamore Established Value Y | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
VEVRX | Victory Sycamore Established Value R6 | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
GETGX | Victory Sycamore Established Value R | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
VEVIX | Victory Sycamore Established Value I | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
VEVCX | Victory Sycamore Established Value C | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
VETAX | Victory Sycamore Established Value A | Owns companies we recommend for divestment | 3 | 1 | 4 | 4 | X | Mid-Cap Value |
UIWGX | Victory Sustainable World Institutional | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
USWGX | Victory Sustainable World A | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
USAWX | Victory Sustainable World | Owns companies we recommend for divestment | 9 | 13 | 17 | 18 | V | Global Large-Stock Blend |
VBFGX | Victory Strategic Allocation R | Owns companies we recommend for divestment | 61 | 37 | 106 | 58 | X | Global Allocation |
VBFIX | Victory Strategic Allocation I | Owns companies we recommend for divestment | 61 | 37 | 106 | 58 | X | Global Allocation |
VBFCX | Victory Strategic Allocation C | Owns companies we recommend for divestment | 61 | 37 | 106 | 58 | X | Global Allocation |
SBALX | Victory Strategic Allocation A | Owns companies we recommend for divestment | 61 | 37 | 106 | 58 | X | Global Allocation |
VSVYX | Victory Special Value Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
VSVGX | Victory Special Value R | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
VSPIX | Victory Special Value I | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
VSVCX | Victory Special Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
SSVSX | Victory Special Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
RSENX | Victory Sophus Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
RSERX | Victory Sophus Emerging Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
REMKX | Victory Sophus Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
REMGX | Victory Sophus Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GBEMX | Victory Sophus Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
UISCX | Victory Small Cap Stock Institutional | Owns companies we recommend for divestment | 6 | 6 | 5 | 8 | X | Small Blend |
USCAX | Victory Small Cap Stock | Owns companies we recommend for divestment | 6 | 6 | 5 | 8 | X | Small Blend |
USTCX | Victory Science & Technology Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
USSCX | Victory Science & Technology | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 4 | X | Technology |
MUXYX | Victory S&P 500 Index Y | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
MUXRX | Victory S&P 500 Index R | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
MUXAX | Victory S&P 500 Index A | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
RSVYX | Victory RS Value Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
RSVKX | Victory RS Value R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
RVACX | Victory RS Value C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
RSVAX | Victory RS Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
RSYEX | Victory RS Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
RSEJX | Victory RS Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
RSEKX | Victory RS Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
REGWX | Victory RS Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
RSEGX | Victory RS Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Growth |
RSCYX | Victory RS Small Cap Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
RSCKX | Victory RS Small Cap Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
RSMMX | Victory RS Small Cap Equity Member | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
RSCCX | Victory RS Small Cap Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
GPSCX | Victory RS Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
RSSYX | Victory RS Select Growth Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
RSSRX | Victory RS Select Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
RSDKX | Victory RS Select Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
RSGFX | Victory RS Select Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
RSDGX | Victory RS Select Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 1 | X | Mid-Cap Growth |
RIFYX | Victory RS Science and Technology Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Technology |
RIFKX | Victory RS Science and Technology R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Technology |
RINCX | Victory RS Science and Technology C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Technology |
RSIFX | Victory RS Science and Technology A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Technology |
RSPYX | Victory RS Partners Y | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RPPRX | Victory RS Partners R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPKX | Victory RS Partners R | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPMX | Victory RS Partners Member | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RSPFX | Victory RS Partners A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Value |
RMOYX | Victory RS Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMORX | Victory RS Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RSMKX | Victory RS Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOMX | Victory RS Mid Cap Growth Member | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RMOCX | Victory RS Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RSMOX | Victory RS Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
RCEYX | Victory RS Large Cap Alpha Y | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
RCEKX | Victory RS Large Cap Alpha R | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
RCOCX | Victory RS Large Cap Alpha C | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
GPAFX | Victory RS Large Cap Alpha A | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
RSIYX | Victory RS Investors Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
RSIKX | Victory RS Investors R | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
RIVCX | Victory RS Investors C | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
RSINX | Victory RS Investors A | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Mid-Cap Blend |
RSIGX | Victory RS International Y | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RSIRX | Victory RS International R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RIGKX | Victory RS International R | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RIGCX | Victory RS International C | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
GUBGX | Victory RS International A | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | X | Foreign Large Blend |
RGRYX | Victory RS Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
RSGKX | Victory RS Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
RGWCX | Victory RS Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
RSGRX | Victory RS Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
RGGYX | Victory RS Global Y | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Global Large-Stock Blend |
RGGRX | Victory RS Global R6 | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Global Large-Stock Blend |
RGGKX | Victory RS Global R | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Global Large-Stock Blend |
RGGCX | Victory RS Global C | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Global Large-Stock Blend |
RSGGX | Victory RS Global A | Owns companies we recommend for divestment | 1 | 6 | 5 | 7 | X | Global Large-Stock Blend |
USAGX | Victory Precious Metals and Minerals | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
UIPMX | Victory Precious Metals & Minerals Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
UPMMX | Victory Precious Metals & Minerals Cl A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
USNQX | Victory NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
URNQX | Victory Nasdaq 100 Index R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UINQX | Victory Nasdaq 100 Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UANQX | Victory Nasdaq 100 Index Class A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
UCNQX | Victory Nasdaq 100 Index C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
MNNYX | Victory Munder Multi-Cap Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
MNNCX | Victory Munder Multi-Cap C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
MNNAX | Victory Munder Multi-Cap A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
MGOYX | Victory Munder Mid-Cap Core Growth Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
MGOSX | Victory Munder Mid-Cap Core Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
MMSRX | Victory Munder Mid-Cap Core Growth R | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
MGOTX | Victory Munder Mid-Cap Core Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
MGOAX | Victory Munder Mid-Cap Core Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
URITX | Victory International R6 | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
UIIFX | Victory International Institutional | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
UAIFX | Victory International Class A | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
USIFX | Victory International | Owns companies we recommend for divestment | 5 | 6 | 10 | 6 | X | Foreign Large Blend |
MYISX | Victory Integrity Small/Mid-Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
MIRSX | Victory Integrity Small/Mid-Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
MMMSX | Victory Integrity Small/Mid-Cap Value Mb | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
MAISX | Victory Integrity Small/Mid-Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Value |
VSVIX | Victory Integrity Small-Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
MVSSX | Victory Integrity Small-Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
MRVSX | Victory Integrity Small-Cap Value R | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
MCVSX | Victory Integrity Small-Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
VSCVX | Victory Integrity Small-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | X | Small Value |
MYIMX | Victory Integrity Mid-Cap Value Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Value |
MRIMX | Victory Integrity Mid-Cap Value R6 | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Value |
MMIJX | Victory Integrity Mid-Cap Value Member | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Value |
MCIMX | Victory Integrity Mid-Cap Value C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Value |
MAIMX | Victory Integrity Mid-Cap Value A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Value |
MMEYX | Victory Integrity Discovery Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMERX | Victory Integrity Discovery R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMMMX | Victory Integrity Discovery Member | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMECX | Victory Integrity Discovery C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
MMEAX | Victory Integrity Discovery A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Value |
UIISX | Victory Income Stock Institutional | Owns companies we recommend for divestment | 5 | 10 | 9 | 12 | X | Large Value |
USISX | Victory Income Stock | Owns companies we recommend for divestment | 5 | 10 | 9 | 12 | X | Large Value |
UIGRX | Victory Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
UIGIX | Victory Growth & Income Institutional | Owns companies we recommend for divestment | 5 | 12 | 13 | 16 | X | Large Blend |
USGIX | Victory Growth & Income Class A | Owns companies we recommend for divestment | 5 | 12 | 13 | 16 | X | Large Blend |
USGRX | Victory Growth & Income | Owns companies we recommend for divestment | 5 | 12 | 13 | 16 | X | Large Blend |
USAAX | Victory Growth | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
UGOFX | Victory Global Managed Volatility Instl | Owns companies we recommend for divestment | 5 | 11 | 13 | 17 | X | Global Large-Stock Blend |
UGMVX | Victory Global Managed Volatility | Owns companies we recommend for divestment | 5 | 11 | 13 | 17 | X | Global Large-Stock Blend |
UGEIX | Victory Global Equity Income | Owns companies we recommend for divestment | 2 | 10 | 7 | 9 | X | Global Large-Stock Value |
RSNYX | Victory Global Energy Transition Y | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNKX | Victory Global Energy Transition R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RGNCX | Victory Global Energy Transition C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
RSNRX | Victory Global Energy Transition A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
USMIX | Victory Extended Market Index | Owns companies we recommend for divestment | 15 | 14 | 14 | 20 | X | Mid-Cap Blend |
UIEMX | Victory Emerging Markets Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
USEMX | Victory Emerging Markets | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
VDSYX | Victory Diversified Stock Y | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
VDSRX | Victory Diversified Stock R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
GRINX | Victory Diversified Stock R | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
VDSIX | Victory Diversified Stock I | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
VDSCX | Victory Diversified Stock C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
SRVEX | Victory Diversified Stock A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Blend |
USCRX | Victory Cornerstone Moderately Agrsv | Owns companies we recommend for divestment | 74 | 48 | 128 | 68 | X | Moderate Allocation |
UCEQX | Victory Cornerstone Equity | Owns companies we recommend for divestment | 71 | 46 | 119 | 68 | X | Global Large-Stock Blend |
UCAGX | Victory Cornerstone Aggressive | Owns companies we recommend for divestment | 74 | 48 | 128 | 68 | X | Moderately Aggressive Allocation |
UICGX | Victory Capital Growth Institutional | Owns companies we recommend for divestment | 8 | 16 | 20 | 20 | X | Global Large-Stock Blend |
USCGX | Victory Capital Growth | Owns companies we recommend for divestment | 8 | 16 | 20 | 20 | X | Global Large-Stock Blend |
UIAGX | Victory Aggressive Growth Institutional | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
USAUX | Victory Aggressive Growth | Owns companies we recommend for divestment | 1 | 4 | 6 | 7 | X | Large Growth |
USPRX | Victory 500 Index Reward | Owns companies we recommend for divestment | 18 | 23 | 28 | 36 | X | Large Blend |
USSPX | Victory 500 Index Member | Owns companies we recommend for divestment | 18 | 23 | 28 | 36 | X | Large Blend |
VGSRX | Vert Global Sustainable Real Estate Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
EATV | VegTech Plant-based Innovt & Clmt ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Consumer Defensive |
VBPIX | VanguardBaillieGiffordGlbPstvImpStkInv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
VWNFX | Vanguard Windsor™ II Inv | Owns companies we recommend for divestment | 8 | 12 | 19 | 20 | X | Large Value |
VWNAX | Vanguard Windsor™ II Admiral™ | Owns companies we recommend for divestment | 8 | 12 | 19 | 20 | X | Large Value |
VWNEX | Vanguard Windsor™ Admiral™ | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
VWNDX | Vanguard Windsor Investor Shares | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
VWELX | Vanguard Wellington™ Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Moderate Allocation |
VWENX | Vanguard Wellington™ Admiral™ | Owns companies we recommend for divestment | 2 | 4 | 6 | 9 | X | Moderate Allocation |
VIVAX | Vanguard Value Index Inv | Owns companies we recommend for divestment | 12 | 18 | 17 | 23 | X | Large Value |
VIVIX | Vanguard Value Index I | Owns companies we recommend for divestment | 12 | 18 | 17 | 23 | X | Large Value |
VVIAX | Vanguard Value Index Adm | Owns companies we recommend for divestment | 12 | 18 | 17 | 23 | X | Large Value |
VTV | Vanguard Value ETF | Owns companies we recommend for divestment | 12 | 18 | 17 | 23 | X | Large Value |
VUIAX | Vanguard Utilities Index Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VPU | Vanguard Utilities ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
VFVA | Vanguard US Value Factor ETF | Owns companies we recommend for divestment | 11 | 19 | 15 | 22 | X | Mid-Cap Value |
VFQY | Vanguard US Quality Factor ETF | Owns companies we recommend for divestment | 1 | 5 | 9 | 3 | X | Mid-Cap Blend |
VFMF | Vanguard US Multifactor ETF | Owns companies we recommend for divestment | 4 | 4 | 12 | 6 | X | Mid-Cap Blend |
VFMFX | Vanguard US Multifactor Admiral™ | Owns companies we recommend for divestment | 4 | 5 | 14 | 4 | X | Mid-Cap Blend |
VFMO | Vanguard US Momentum Factor ETF | Owns companies we recommend for divestment | 10 | 7 | 12 | 13 | X | Mid-Cap Growth |
VFMV | Vanguard US Minimum Volatility ETF | Owns companies we recommend for divestment | 7 | 3 | 14 | 13 | X | Mid-Cap Blend |
VWUSX | Vanguard US Growth Investor | Owns companies we recommend for divestment | 2 | 3 | 6 | 9 | X | Large Growth |
VWUAX | Vanguard US Growth Admiral™ | Owns companies we recommend for divestment | 2 | 3 | 6 | 9 | X | Large Growth |
VTWIX | Vanguard Total World Stock Index I | Owns companies we recommend for divestment | 67 | 44 | 119 | 65 | X | Global Large-Stock Blend |
VTWAX | Vanguard Total World Stock Index Admiral | Owns companies we recommend for divestment | 67 | 44 | 119 | 65 | X | Global Large-Stock Blend |
VT | Vanguard Total World Stock ETF | Owns companies we recommend for divestment | 67 | 44 | 119 | 65 | X | Global Large-Stock Blend |
VTSMX | Vanguard Total Stock Mkt Idx Inv | Owns companies we recommend for divestment | 32 | 36 | 42 | 53 | X | Large Blend |
VSTSX | Vanguard Total Stock Mkt Idx Instl Sel | Owns companies we recommend for divestment | 32 | 36 | 42 | 53 | X | Large Blend |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | Owns companies we recommend for divestment | 32 | 36 | 42 | 53 | X | Large Blend |
VTSAX | Vanguard Total Stock Mkt Idx Adm | Owns companies we recommend for divestment | 32 | 36 | 42 | 53 | X | Large Blend |
VITSX | Vanguard Total Stock Market Idx I | Owns companies we recommend for divestment | 32 | 36 | 42 | 53 | X | Large Blend |
VTI | Vanguard Total Stock Market ETF | Owns companies we recommend for divestment | 32 | 36 | 42 | 53 | X | Large Blend |
VGTSX | Vanguard Total Intl Stock Index Inv | Owns companies we recommend for divestment | 40 | 11 | 80 | 14 | X | Foreign Large Blend |
VTSNX | Vanguard Total Intl Stock Index I | Owns companies we recommend for divestment | 40 | 11 | 80 | 14 | X | Foreign Large Blend |
VTIAX | Vanguard Total Intl Stock Index Admiral | Owns companies we recommend for divestment | 40 | 11 | 80 | 14 | X | Foreign Large Blend |
VTPSX | Vanguard Total Intl Stock Idx InstlPls | Owns companies we recommend for divestment | 40 | 11 | 80 | 14 | X | Foreign Large Blend |
VTISX | Vanguard Total Intl Stock Idx Instl Sel | Owns companies we recommend for divestment | 40 | 11 | 80 | 14 | X | Foreign Large Blend |
VXUS | Vanguard Total International Stock ETF | Owns companies we recommend for divestment | 40 | 11 | 80 | 14 | X | Foreign Large Blend |
VTSIX | Vanguard Tax-Managed Small Cap I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
VTMSX | Vanguard Tax-Managed Small Cap Adm | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
VTCIX | Vanguard Tax-Managed Capital App I | Owns companies we recommend for divestment | 23 | 27 | 33 | 43 | X | Large Blend |
VTCLX | Vanguard Tax-Managed Capital App Adm | Owns companies we recommend for divestment | 23 | 27 | 33 | 43 | X | Large Blend |
VSVNX | Vanguard Target Retirement 2070 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2065+ |
VLXVX | Vanguard Target Retirement 2065 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2065+ |
VTTSX | Vanguard Target Retirement 2060 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2060 |
VFFVX | Vanguard Target Retirement 2055 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2055 |
VFIFX | Vanguard Target Retirement 2050 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2050 |
VTIVX | Vanguard Target Retirement 2045 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2045 |
VFORX | Vanguard Target Retirement 2040 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2040 |
VTTHX | Vanguard Target Retirement 2035 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2035 |
VTHRX | Vanguard Target Retirement 2030 Fund | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Target-Date 2030 |
VSTCX | Vanguard Strategic Small-Cap Equity Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Small Blend |
VSEQX | Vanguard Strategic Equity Inv | Owns companies we recommend for divestment | 4 | 5 | 7 | 7 | X | Mid-Cap Blend |
VGSTX | Vanguard STAR Inv | Owns companies we recommend for divestment | 30 | 36 | 45 | 58 | X | Moderate Allocation |
VBR | Vanguard Small-Cap Value ETF | Owns companies we recommend for divestment | 13 | 11 | 6 | 17 | X | Small Value |
VBK | Vanguard Small-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VB | Vanguard Small-Cap ETF | Owns companies we recommend for divestment | 14 | 12 | 9 | 19 | X | Small Blend |
VISVX | Vanguard Small Cap Value Index Inv | Owns companies we recommend for divestment | 13 | 11 | 6 | 17 | X | Small Value |
VSIIX | Vanguard Small Cap Value Index I | Owns companies we recommend for divestment | 13 | 11 | 6 | 17 | X | Small Value |
VSIAX | Vanguard Small Cap Value Index Admiral | Owns companies we recommend for divestment | 13 | 11 | 6 | 17 | X | Small Value |
NAESX | Vanguard Small Cap Index Inv | Owns companies we recommend for divestment | 14 | 12 | 9 | 19 | X | Small Blend |
VSCPX | Vanguard Small Cap Index InstlPlus | Owns companies we recommend for divestment | 14 | 12 | 9 | 19 | X | Small Blend |
VSCIX | Vanguard Small Cap Index I | Owns companies we recommend for divestment | 14 | 12 | 9 | 19 | X | Small Blend |
VSMAX | Vanguard Small Cap Index Adm | Owns companies we recommend for divestment | 14 | 12 | 9 | 19 | X | Small Blend |
VISGX | Vanguard Small Cap Growth Index Inv | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VSGIX | Vanguard Small Cap Growth Index I | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VSGAX | Vanguard Small Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 3 | 3 | 4 | X | Small Growth |
VASVX | Vanguard Selected Value Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Mid-Cap Value |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Small Value |
VSMVX | Vanguard S&P Small-Cap 600 Val Idx Instl | Owns companies we recommend for divestment | 4 | 4 | 4 | 5 | X | Small Value |
VSMSX | Vanguard S&P Small-Cap 600 Index I | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Small Growth |
VIOO | Vanguard S&P Small-Cap 600 ETF | Owns companies we recommend for divestment | 4 | 4 | 4 | 6 | X | Small Blend |
VMFVX | Vanguard S&P Mid-Cap 400 Value Idx I | Owns companies we recommend for divestment | 5 | 6 | 5 | 7 | X | Mid-Cap Value |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | Owns companies we recommend for divestment | 5 | 6 | 5 | 7 | X | Mid-Cap Value |
VSPMX | Vanguard S&P Mid-Cap 400 Index I | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
VMFGX | Vanguard S&P Mid-Cap 400 Growth Idx I | Owns companies we recommend for divestment | 4 | 4 | 2 | 7 | X | Mid-Cap Growth |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 2 | 7 | X | Mid-Cap Growth |
IVOO | Vanguard S&P Mid-Cap 400 ETF | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
VSPVX | Vanguard S&P 500 Value Index Instl | Owns companies we recommend for divestment | 13 | 19 | 21 | 27 | X | Large Value |
VOOV | Vanguard S&P 500 Value ETF | Owns companies we recommend for divestment | 13 | 19 | 21 | 27 | X | Large Value |
VSPGX | Vanguard S&P 500 Growth Index Instl | Owns companies we recommend for divestment | 9 | 6 | 13 | 15 | X | Large Growth |
VOOG | Vanguard S&P 500 Growth ETF | Owns companies we recommend for divestment | 9 | 6 | 13 | 15 | X | Large Growth |
VOO | Vanguard S&P 500 ETF | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VRTTX | Vanguard Russell 3000 Index I | Owns companies we recommend for divestment | 31 | 34 | 42 | 52 | X | Large Blend |
VTHR | Vanguard Russell 3000 ETF | Owns companies we recommend for divestment | 31 | 34 | 42 | 52 | X | Large Blend |
VRTVX | Vanguard Russell 2000 Value Index I | Owns companies we recommend for divestment | 7 | 4 | 8 | 5 | X | Small Value |
VTWV | Vanguard Russell 2000 Value ETF | Owns companies we recommend for divestment | 7 | 4 | 8 | 5 | X | Small Value |
VRTIX | Vanguard Russell 2000 Index I | Owns companies we recommend for divestment | 8 | 6 | 9 | 8 | X | Small Blend |
VRTGX | Vanguard Russell 2000 Growth Index I | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Small Growth |
VTWG | Vanguard Russell 2000 Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 6 | 4 | X | Small Growth |
VTWO | Vanguard Russell 2000 ETF | Owns companies we recommend for divestment | 8 | 6 | 9 | 8 | X | Small Blend |
VRVIX | Vanguard Russell 1000 Value Index I | Owns companies we recommend for divestment | 19 | 24 | 26 | 35 | X | Large Value |
VONV | Vanguard Russell 1000 Value ETF | Owns companies we recommend for divestment | 19 | 24 | 26 | 35 | X | Large Value |
VRNIX | Vanguard Russell 1000 Index I | Owns companies we recommend for divestment | 23 | 28 | 34 | 44 | X | Large Blend |
VRGWX | Vanguard Russell 1000 Growth Index I | Owns companies we recommend for divestment | 9 | 9 | 16 | 18 | X | Large Growth |
VONG | Vanguard Russell 1000 Growth ETF | Owns companies we recommend for divestment | 9 | 9 | 16 | 18 | X | Large Growth |
VONE | Vanguard Russell 1000 ETF | Owns companies we recommend for divestment | 23 | 28 | 34 | 44 | X | Large Blend |
VGSIX | Vanguard Real Estate Index Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VGSNX | Vanguard Real Estate Index Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VGSLX | Vanguard Real Estate Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VRTPX | Vanguard Real Estate II Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VNQ | Vanguard Real Estate ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Real Estate |
VPMCX | Vanguard PRIMECAP Inv | Owns companies we recommend for divestment | 6 | 5 | 14 | 15 | X | Large Blend |
VPCCX | Vanguard PRIMECAP Core Inv | Owns companies we recommend for divestment | 5 | 5 | 14 | 13 | X | Large Blend |
VPMAX | Vanguard PRIMECAP Adm | Owns companies we recommend for divestment | 6 | 5 | 14 | 15 | X | Large Blend |
VPACX | Vanguard Pacific Stock Index Investor | Owns companies we recommend for divestment | 2 | 2 | 11 | 4 | X | Diversified Pacific/Asia |
VPKIX | Vanguard Pacific Stock Index Instl | Owns companies we recommend for divestment | 2 | 2 | 11 | 4 | X | Diversified Pacific/Asia |
VPADX | Vanguard Pacific Stock Index Admiral | Owns companies we recommend for divestment | 2 | 2 | 11 | 4 | X | Diversified Pacific/Asia |
VMVIX | Vanguard Mid-Cap Value Index Investor | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
VMVAX | Vanguard Mid-Cap Value Index Admiral | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
VOE | Vanguard Mid-Cap Value ETF | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
VMGIX | Vanguard Mid-Cap Growth Index Investor | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Growth |
VMGMX | Vanguard Mid-Cap Growth Index Admiral | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Growth |
VOT | Vanguard Mid-Cap Growth ETF | Owns companies we recommend for divestment | 3 | 1 | 4 | 5 | X | Mid-Cap Growth |
VO | Vanguard Mid-Cap ETF | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VIMSX | Vanguard Mid Cap Index Investor | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VMCPX | Vanguard Mid Cap Index InstitutionalPlus | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VMCIX | Vanguard Mid Cap Index Institutional | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VIMAX | Vanguard Mid Cap Index Admiral | Owns companies we recommend for divestment | 6 | 5 | 6 | 10 | X | Mid-Cap Blend |
VMGRX | Vanguard Mid Cap Growth Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 4 | X | Mid-Cap Growth |
VMVLX | Vanguard Mega Cap Value Index Instl | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Large Value |
MGV | Vanguard Mega Cap Value ETF | Owns companies we recommend for divestment | 8 | 13 | 14 | 16 | X | Large Value |
VMCTX | Vanguard Mega Cap Index Institutional | Owns companies we recommend for divestment | 9 | 16 | 22 | 23 | X | Large Blend |
VMGAX | Vanguard Mega Cap Growth Index Instl | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Large Growth |
MGK | Vanguard Mega Cap Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 8 | 7 | X | Large Growth |
MGC | Vanguard Mega Cap ETF | Owns companies we recommend for divestment | 9 | 16 | 22 | 23 | X | Large Blend |
VMIAX | Vanguard Materials Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
VAW | Vanguard Materials ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
VSMGX | Vanguard LifeStrategy Moderate Gr Inv | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Moderate Allocation |
VASGX | Vanguard LifeStrategy Growth Inv | Owns companies we recommend for divestment | 71 | 47 | 121 | 67 | X | Moderately Aggressive Allocation |
VV | Vanguard Large-Cap ETF | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VLACX | Vanguard Large Cap Index Investor | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VLISX | Vanguard Large Cap Index Institutional | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VLCAX | Vanguard Large Cap Index Admiral | Owns companies we recommend for divestment | 15 | 21 | 28 | 33 | X | Large Blend |
VYMI | Vanguard Intl Hi Div Yld Idx ETF | Owns companies we recommend for divestment | 10 | 4 | 21 | 5 | X | Foreign Large Value |
VIHAX | Vanguard Intl Hi Div Yld Adm | Owns companies we recommend for divestment | 10 | 4 | 21 | 5 | X | Foreign Large Value |
VIAAX | Vanguard Intl Div Apprec Idx Adm | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
VIGI | Vanguard Intl Div Apprec ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 1 | X | Foreign Large Growth |
VTRIX | Vanguard International Value Inv | Owns companies we recommend for divestment | 2 | 2 | 2 | 7 | X | Foreign Large Value |
VWIGX | Vanguard International Growth Inv | Owns companies we recommend for divestment | 1 | 1 | 6 | 2 | X | Foreign Large Growth |
VWILX | Vanguard International Growth Adm | Owns companies we recommend for divestment | 1 | 1 | 6 | 2 | X | Foreign Large Growth |
VINEX | Vanguard International Explorer Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
VWICX | Vanguard International Core Stock Inv | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
VZICX | Vanguard International Core Stock Adm | Owns companies we recommend for divestment | 1 | 0 | 5 | 1 | X | Foreign Large Blend |
VITPX | Vanguard Instl Ttl Stk Mkt Idx InstlPls | Owns companies we recommend for divestment | 32 | 35 | 42 | 52 | X | Large Blend |
VITNX | Vanguard Instl Ttl Stk Mkt Idx I | Owns companies we recommend for divestment | 32 | 35 | 42 | 52 | X | Large Blend |
VIIIX | Vanguard Institutional Index Instl Pl | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VINIX | Vanguard Institutional Index I | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VITAX | Vanguard Information Technology Idx Adm | Owns companies we recommend for divestment | 3 | 2 | 8 | 9 | X | Technology |
VGT | Vanguard Information Technology ETF | Owns companies we recommend for divestment | 3 | 2 | 8 | 9 | X | Technology |
VINAX | Vanguard Industrials Index Admiral | Owns companies we recommend for divestment | 18 | 5 | 11 | 20 | X | Industrials |
VIS | Vanguard Industrials ETF | Owns companies we recommend for divestment | 18 | 5 | 11 | 20 | X | Industrials |
VHYAX | Vanguard High Dividend Yield Index Adm | Owns companies we recommend for divestment | 9 | 17 | 14 | 20 | X | Large Value |
VYM | Vanguard High Dividend Yield ETF | Owns companies we recommend for divestment | 9 | 17 | 14 | 20 | X | Large Value |
VGHCX | Vanguard Health Care Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
VHCIX | Vanguard Health Care Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
VHT | Vanguard Health Care ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Health |
VGHAX | Vanguard Health Care Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
VIGRX | Vanguard Growth Index Investor | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
VIGIX | Vanguard Growth Index Institutional | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
VIGAX | Vanguard Growth Index Admiral | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
VUG | Vanguard Growth ETF | Owns companies we recommend for divestment | 4 | 4 | 12 | 11 | X | Large Growth |
VQNPX | Vanguard Growth & Income Inv | Owns companies we recommend for divestment | 15 | 23 | 30 | 32 | X | Large Blend |
VGIAX | Vanguard Growth & Income Adm | Owns companies we recommend for divestment | 15 | 23 | 30 | 32 | X | Large Blend |
VGWLX | Vanguard Global Wellington Investor | Owns companies we recommend for divestment | 4 | 6 | 7 | 12 | X | Global Allocation |
VGWAX | Vanguard Global Wellington Admiral | Owns companies we recommend for divestment | 4 | 6 | 7 | 12 | X | Global Allocation |
VMVFX | Vanguard Global Minimum Volatility Inv | Owns companies we recommend for divestment | 8 | 4 | 11 | 12 | X | Global Large-Stock Blend |
VMNVX | Vanguard Global Minimum Volatility Admr | Owns companies we recommend for divestment | 8 | 4 | 11 | 12 | X | Global Large-Stock Blend |
VGRNX | Vanguard Global ex-US Real Est Idx Ins | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VGRLX | Vanguard Global ex-US Real Est Idx Adm | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VNQI | Vanguard Global ex-US Real Est ETF | Owns companies we recommend for divestment | 4 | 0 | 5 | 0 | X | Global Real Estate |
VEIGX | Vanguard Global ESG Select Stk Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
VESGX | Vanguard Global ESG Select Stk Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 3 | V | Global Large-Stock Blend |
VHGEX | Vanguard Global Equity Inv | Owns companies we recommend for divestment | 2 | 7 | 10 | 9 | X | Global Large-Stock Blend |
VEOIX | Vanguard Global Environmental Opp StkInv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
VEOAX | Vanguard Global Environmental Opp StkAdm | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Growth |
VGPMX | Vanguard Global Capital Cycles Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Large-Stock Value |
VFTNX | Vanguard FTSE Social Index I | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
VFTAX | Vanguard FTSE Social Index Admiral | Owns companies we recommend for divestment | 5 | 16 | 16 | 23 | V | Large Blend |
VPL | Vanguard FTSE Pacific ETF | Owns companies we recommend for divestment | 2 | 2 | 11 | 4 | X | Diversified Pacific/Asia |
VGK | Vanguard FTSE Europe ETF | Owns companies we recommend for divestment | 8 | 7 | 19 | 8 | X | Europe Stock |
VWO | Vanguard FTSE Emerging Markets ETF | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
VEA | Vanguard FTSE Developed Markets ETF | Owns companies we recommend for divestment | 37 | 11 | 71 | 14 | X | Foreign Large Blend |
VFSNX | Vanguard FTSE All-Wld ex-US SmCp Idx Ins | Owns companies we recommend for divestment | 13 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
VFSAX | Vanguard FTSE All-Wld ex-US SmCp Idx Adm | Owns companies we recommend for divestment | 13 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
VSS | Vanguard FTSE All-Wld ex-US SmCp ETF | Owns companies we recommend for divestment | 13 | 4 | 24 | 1 | X | Foreign Small/Mid Blend |
VFWSX | Vanguard FTSE All-Wld ex-US Idx Instl | Owns companies we recommend for divestment | 27 | 7 | 56 | 13 | X | Foreign Large Blend |
VFWPX | Vanguard FTSE All-Wld ex-US Idx Ins Plus | Owns companies we recommend for divestment | 27 | 7 | 56 | 13 | X | Foreign Large Blend |
VFWAX | Vanguard FTSE All-Wld ex-US Idx Admiral | Owns companies we recommend for divestment | 27 | 7 | 56 | 13 | X | Foreign Large Blend |
VEU | Vanguard FTSE All-Wld ex-US ETF | Owns companies we recommend for divestment | 27 | 7 | 56 | 13 | X | Foreign Large Blend |
VFAIX | Vanguard Financials Index Admiral | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
VFH | Vanguard Financials ETF | Owns companies we recommend for divestment | 4 | 15 | 1 | 13 | X | Financial |
VEXMX | Vanguard Extended Market Index Investor | Owns companies we recommend for divestment | 16 | 15 | 15 | 22 | X | Mid-Cap Blend |
VEMPX | Vanguard Extended Market Index InstlPlus | Owns companies we recommend for divestment | 16 | 15 | 15 | 22 | X | Mid-Cap Blend |
VSEMX | Vanguard Extended Market Index Instl Sel | Owns companies we recommend for divestment | 16 | 15 | 15 | 22 | X | Mid-Cap Blend |
VIEIX | Vanguard Extended Market Index Instl | Owns companies we recommend for divestment | 16 | 15 | 15 | 22 | X | Mid-Cap Blend |
VEXAX | Vanguard Extended Market Index Admiral | Owns companies we recommend for divestment | 16 | 15 | 15 | 22 | X | Mid-Cap Blend |
VXF | Vanguard Extended Market ETF | Owns companies we recommend for divestment | 16 | 15 | 15 | 22 | X | Mid-Cap Blend |
VEVFX | Vanguard Explorer Value Inv | Owns companies we recommend for divestment | 3 | 2 | 0 | 3 | X | Small Blend |
VEXPX | Vanguard Explorer Inv | Owns companies we recommend for divestment | 6 | 7 | 3 | 9 | X | Small Growth |
VEXRX | Vanguard Explorer Adm | Owns companies we recommend for divestment | 6 | 7 | 3 | 9 | X | Small Growth |
VEURX | Vanguard European Stock Investor | Owns companies we recommend for divestment | 8 | 7 | 19 | 8 | X | Europe Stock |
VEUPX | Vanguard European Stock Instl Plus | Owns companies we recommend for divestment | 8 | 7 | 19 | 8 | X | Europe Stock |
VESIX | Vanguard European Stock Instl | Owns companies we recommend for divestment | 8 | 7 | 19 | 8 | X | Europe Stock |
VEUSX | Vanguard European Stock Admiral | Owns companies we recommend for divestment | 8 | 7 | 19 | 8 | X | Europe Stock |
ESGV | Vanguard ESG US Stock ETF | Owns companies we recommend for divestment | 10 | 23 | 24 | 30 | V | Large Blend |
VSGX | Vanguard ESG International Stock ETF | Owns companies we recommend for divestment | 24 | 6 | 47 | 7 | V | Foreign Large Blend |
VEIPX | Vanguard Equity-Income Inv | Owns companies we recommend for divestment | 6 | 13 | 12 | 14 | X | Large Value |
VEIRX | Vanguard Equity-Income Adm | Owns companies we recommend for divestment | 6 | 13 | 12 | 14 | X | Large Value |
VGENX | Vanguard Energy Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
VENAX | Vanguard Energy Index Admiral | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
VDE | Vanguard Energy ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
VGELX | Vanguard Energy Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Equity Energy |
VEIEX | Vanguard Emerging Mkts Stock Idx Inv | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
VEMIX | Vanguard Emerging Mkts Stock Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
VEMAX | Vanguard Emerging Mkts Stock Idx Adm | Owns companies we recommend for divestment | 2 | 0 | 8 | 0 | X | Diversified Emerging Mkts |
VMMSX | Vanguard Emerg Mkts Sel Stk Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
VDIGX | Vanguard Dividend Growth Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 8 | X | Large Blend |
VDADX | Vanguard Dividend Appreciation Index Adm | Owns companies we recommend for divestment | 7 | 10 | 9 | 13 | X | Large Blend |
VIG | Vanguard Dividend Appreciation ETF | Owns companies we recommend for divestment | 7 | 10 | 9 | 13 | X | Large Blend |
VDEQX | Vanguard Diversified Equity Inv | Owns companies we recommend for divestment | 30 | 34 | 42 | 54 | X | Large Growth |
VDVIX | Vanguard Developed Markets Index Inv | Owns companies we recommend for divestment | 37 | 11 | 71 | 14 | X | Foreign Large Blend |
VTMNX | Vanguard Developed Markets Index Instl | Owns companies we recommend for divestment | 37 | 11 | 71 | 14 | X | Foreign Large Blend |
VDIPX | Vanguard Developed Markets Index Ins Pls | Owns companies we recommend for divestment | 37 | 11 | 71 | 14 | X | Foreign Large Blend |
VTMGX | Vanguard Developed Markets Index Admiral | Owns companies we recommend for divestment | 37 | 11 | 71 | 14 | X | Foreign Large Blend |
VCSAX | Vanguard Consumer Staples Index Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
VDC | Vanguard Consumer Staples ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 0 | X | Consumer Defensive |
VCDAX | Vanguard Consumer Discretionary Idx Adm | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Consumer Cyclical |
VCR | Vanguard Consumer Discretionary ETF | Owns companies we recommend for divestment | 3 | 6 | 9 | 6 | X | Consumer Cyclical |
VTCAX | Vanguard Communication Svcs Idx Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
VOX | Vanguard Communication Services ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 3 | X | Communications |
VHCOX | Vanguard Capital Opportunity Inv | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
VHCAX | Vanguard Capital Opportunity Adm | Owns companies we recommend for divestment | 3 | 5 | 9 | 11 | X | Large Growth |
VBINX | Vanguard Balanced Index Inv | Owns companies we recommend for divestment | 32 | 35 | 42 | 52 | X | Moderate Allocation |
VBAIX | Vanguard Balanced Index I | Owns companies we recommend for divestment | 32 | 35 | 42 | 52 | X | Moderate Allocation |
VBIAX | Vanguard Balanced Index Adm | Owns companies we recommend for divestment | 32 | 35 | 42 | 52 | X | Moderate Allocation |
VAIGX | Vanguard Advice Select Intl Gr Admiral | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
VAGVX | Vanguard Advice Select Global Value Adml | Owns companies we recommend for divestment | 2 | 2 | 2 | 6 | X | Global Large-Stock Value |
VADGX | Vanguard Advice Select Dividend Gr Admrl | Owns companies we recommend for divestment | 2 | 1 | 2 | 4 | X | Large Blend |
VFINX | Vanguard 500 Index Investor | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VFFSX | Vanguard 500 Index Institutional Select | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VFIAX | Vanguard 500 Index Admiral | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
RNEW | VanEck® Green Infrastructure ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Infrastructure |
VNM | VanEck Vietnam ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
ESPO | VanEck Vdo Gaming and eSprts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
NLR | VanEck Uranium+Nuclear Engy ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
SLX | VanEck Steel ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Natural Resources |
BUZZ | VanEck Social Sentiment ETF | Owns companies we recommend for divestment | 3 | 7 | 10 | 8 | X | Large Growth |
SMH | VanEck Semiconductor ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
IBOT | VanEck Robotics ETF | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Technology |
RTH | VanEck Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Consumer Cyclical |
REMX | VanEck Rare Earth/Strat Mtls ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
PPH | VanEck Pharmaceutical ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Health |
OIH | VanEck Oil Services ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Energy |
CRAK | VanEck Oil Refiners ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Equity Energy |
HAP | VanEck Natural Resources ETF | Owns companies we recommend for divestment | 3 | 0 | 11 | 1 | X | Natural Resources |
MORT | VanEck Mortgage REIT Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
MWMZX | VanEck Morningstar Wide Moat Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 10 | X | Large Blend |
MWMIX | VanEck Morningstar Wide Moat I | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 10 | X | Large Blend |
MOAT | VanEck Morningstar Wide Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 7 | 3 | 10 | X | Large Blend |
SMOT | VanEck Morningstar SMID Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 3 | X | Mid-Cap Blend |
MOTI | VanEck Morningstar Intl Moat ETF | Owns companies we recommend for divestment | 4 | 2 | 1 | 2 | X | Foreign Large Value |
MOTG | VanEck Morningstar Glb Wd Mt ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 6 | X | Global Large-Stock Blend |
MOTE | VanEck Morningstar ESG Moat ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 6 | V | Large Blend |
SMOG | VanEck Low Carbon Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Miscellaneous Sector |
LFEQ | VanEck Lg/Flat Trend ETF | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
GDXJ | VanEck Junior Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ISRA | VanEck Israel ETF | Owns companies we recommend for divestment | 23 | 1 | 37 | 1 | X | Miscellaneous Region |
INIYX | VanEck International Investors Gold Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
INIIX | VanEck International Investors Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
IIGCX | VanEck International Investors Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
INIVX | VanEck International Investors Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
RAAX | VanEck Inflation Allocation ETF | Owns companies we recommend for divestment | 2 | 0 | 7 | 2 | X | Moderate Allocation |
IDX | VanEck Indonesia ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
GLIN | VanEck India Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
GMET | VanEck Green Metals ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Natural Resources |
GDX | VanEck Gold Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
GHAYX | VanEck Global Resources Fund Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
GHAIX | VanEck Global Resources Fund I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
GHACX | VanEck Global Resources Fund C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
GHAAX | VanEck Global Resources Fund A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Natural Resources |
BJK | VanEck Gaming ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Consumer Cyclical |
YUMY | VanEck Future of Food ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Consumer Defensive |
EVX | VanEck Environmental Svcs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Industrials |
ENVYX | VanEck Environmental Sustainability Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVIX | VanEck Environmental Sustainability I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
ENVAX | VanEck Environmental Sustainability A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Small/Mid Stock |
EINC | VanEck Energy Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
EMRZX | VanEck Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRYX | VanEck Emerging Markets Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMZX | VanEck Emerging Markets Leaders Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMYX | VanEck Emerging Markets Leaders Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMIX | VanEck Emerging Markets Leaders I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ELMAX | VanEck Emerging Markets Leaders A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRIX | VanEck Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMRCX | VanEck Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
GBFAX | VanEck Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EGPT | VanEck Egypt ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
DURA | VanEck Durable High Dividend ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Large Value |
DGIN | VanEck Digital India ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
CNXT | VanEck ChiNext ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GLCN | VanEck China Growth Ldrs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BRF | VanEck Brazil Small-Cap ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Latin America Stock |
BBH | VanEck Biotech ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
BIZD | VanEck BDC Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Financial |
MOO | VanEck Agribusiness ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Natural Resources |
AFK | VanEck Africa ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Region |
VSRDX | VALIC Company I U.S. Socially Rspnb | Owns companies we recommend for divestment | 3 | 8 | 10 | 11 | V | Large Blend |
VBCVX | VALIC Company I Systematic Value | Owns companies we recommend for divestment | 6 | 9 | 10 | 10 | X | Large Value |
VCBCX | VALIC Company I Systematic Growth | Owns companies we recommend for divestment | 8 | 9 | 15 | 17 | X | Large Growth |
VCGAX | VALIC Company I Systematic Core Fund | Owns companies we recommend for divestment | 21 | 27 | 30 | 40 | X | Large Blend |
VSTIX | VALIC Company I Stock Index | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
VVSCX | VALIC Company I Small Cap Value | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Small Value |
VSSVX | VALIC Company I Small Cap Special Val | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
VCSLX | VALIC Company I Small Cap Index | Owns companies we recommend for divestment | 8 | 6 | 9 | 8 | X | Small Blend |
VVSGX | VALIC Company I Small Cap Growth | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Growth |
VCSTX | VALIC Company I Science & Technology | Owns companies we recommend for divestment | 2 | 3 | 9 | 8 | X | Technology |
VCNIX | VALIC Company I NASDAQ-100 Index | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 8 | 4 | X | Large Growth |
VVMCX | VALIC Company I Mid Cap Value | Owns companies we recommend for divestment | 5 | 2 | 6 | 8 | X | Mid-Cap Value |
VMSGX | VALIC Company I Mid Cap Strategic Gr | Owns companies we recommend for divestment | 7 | 4 | 5 | 8 | X | Mid-Cap Growth |
VMIDX | VALIC Company I Mid Cap Index | Owns companies we recommend for divestment | 6 | 7 | 6 | 9 | X | Mid-Cap Blend |
VLCGX | VALIC Company I Large Capital Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 5 | X | Large Growth |
VCSOX | VALIC Company I Intl Sclly Rspnb | Owns companies we recommend for divestment | 7 | 4 | 17 | 5 | V | Foreign Large Blend |
VCFVX | VALIC Company I International Value | Owns companies we recommend for divestment | 1 | 1 | 2 | 0 | X | Foreign Large Value |
VIOPX | VALIC Company I International Opps | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
VCINX | VALIC Company I International Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
VCIEX | VALIC Company I International Eqs Idx | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
VCULX | VALIC Company I Growth | Owns companies we recommend for divestment | 9 | 6 | 13 | 15 | X | Large Growth |
VGLSX | VALIC Company I Global Strategy | Owns companies we recommend for divestment | 8 | 12 | 26 | 17 | X | Global Allocation |
VGREX | VALIC Company I Global Real Estate | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
VCGEX | VALIC Company I Emerg Economies | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
VDAFX | VALIC Company I Dynamic Allocation | Owns companies we recommend for divestment | 44 | 42 | 72 | 65 | X | Moderate Allocation |
VCIGX | VALIC Company I Dividend Value | Owns companies we recommend for divestment | 5 | 9 | 8 | 13 | X | Large Value |
VAPPX | VALIC Company I Capital Appreciation | Owns companies we recommend for divestment | 2 | 4 | 8 | 7 | X | Large Growth |
VCAAX | VALIC Company I Asset Allocation | Owns companies we recommend for divestment | 1 | 5 | 4 | 9 | X | Moderate Allocation |
VLAGX | VALIC Company I Agrsv Growth Lifestyle | Owns companies we recommend for divestment | 33 | 33 | 62 | 54 | X | Moderately Aggressive Allocation |
VMAT | V-Shrs MSCI Wld ESG Mtrlty&CarbTrnstnETF | Owns companies we recommend for divestment | 3 | 9 | 15 | 13 | V | Global Large-Stock Blend |
VDNI | V-Shares US Leadership Diversity ETF | Owns companies we recommend for divestment | 13 | 16 | 15 | 28 | V | Large Blend |
XLU | Utilities Select Sector SPDR® ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
UDI | USCF ESG Dividend Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | V | Large Value |
VEGN | US Vegan Climate ETF | Owns companies we recommend for divestment | 1 | 5 | 9 | 13 | V | Large Growth |
UBVFX | Undiscovered Managers Behavioral Val R6 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVVX | Undiscovered Managers Behavioral Val R5 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVUX | Undiscovered Managers Behavioral Val R4 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVTX | Undiscovered Managers Behavioral Val R3 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVRX | Undiscovered Managers Behavioral Val R2 | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVLX | Undiscovered Managers Behavioral Val L | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVSX | Undiscovered Managers Behavioral Val I | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVCX | Undiscovered Managers Behavioral Val C | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
UBVAX | Undiscovered Managers Behavioral Val A | Owns companies we recommend for divestment | 5 | 3 | 2 | 4 | X | Small Value |
BISCX | UBS US Small Cap Growth P | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
BNSCX | UBS US Small Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Growth |
ESPTX | UBS International Sustainable Equity P2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
BNUEX | UBS International Sustainable Equity P | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
BNIEX | UBS International Sustainable Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | V | Foreign Large Blend |
EIPTX | UBS Engage For Impact P2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
UEIPX | UBS Engage For Impact P | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Global Large-Stock Blend |
| TSP S Fund - Small cap stock Index investment fund | Owns companies we recommend for divestment | 16 | 15 | 15 | 22 | X | Mid-Cap Blend |
| TSP L 2065 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2065+ |
| TSP L 2060 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2060 |
| TSP L 2055 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2055 |
| TSP L 2050 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2050 |
| TSP L 2045 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2045 |
| TSP L 2040 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2040 |
| TSP L 2035 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2035 |
| TSP L 2030 | Owns companies we recommend for divestment | 43 | 42 | 69 | 66 | X | Target-Date 2030 |
| TSP I Fund - International Stock Index Investment Fund | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
| TSP C Fund - Common Stock Index Investment Fund | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
TQSIX | TRP Integrated US SMCC Eq I | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Blend |
TQSAX | TRP Integrated US SMCC Eq Adv | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Blend |
TQSMX | TRP Integrated US SMCC Eq | Owns companies we recommend for divestment | 5 | 2 | 4 | 6 | X | Mid-Cap Blend |
TQAIX | TRP Integrated US Small-Cap Gr Eq I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
TQAAX | TRP Integrated US Small-Cap Gr Eq Adv | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
PRDSX | TRP Integrated US Small-Cap Gr Eq | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Small Growth |
TQVIX | TRP Integrated US LCV Eq I | Owns companies we recommend for divestment | 8 | 9 | 12 | 12 | X | Large Value |
TQVAX | TRP Integrated US LCV Eq Adv | Owns companies we recommend for divestment | 8 | 9 | 12 | 12 | X | Large Value |
TQMVX | TRP Integrated US LCV Eq | Owns companies we recommend for divestment | 8 | 9 | 12 | 12 | X | Large Value |
TSMDX | Trillium ESG Small/Mid Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Mid-Cap Blend |
PORTX | Trillium ESG Global Equity Fund Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
PORIX | Trillium ESG Global Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Global Large-Stock Blend |
TWMTX | Transamerica US Growth T | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TAGHX | Transamerica US Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
| Transamerica US Growth I2 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TDEIX | Transamerica US Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TADCX | Transamerica US Growth C | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TADAX | Transamerica US Growth A | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TSGMX | Transamerica Sustainable Growth Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
TSGDX | Transamerica Sustainable Growth Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 5 | V | Large Growth |
TADFX | Transamerica Sustainable Equity Inc R6 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TRDIX | Transamerica Sustainable Equity Inc I2 | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFIX | Transamerica Sustainable Equity Inc I | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFCX | Transamerica Sustainable Equity Inc C | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TDFAX | Transamerica Sustainable Equity Inc A | Owns companies we recommend for divestment | 1 | 4 | 1 | 4 | V | Large Value |
TSTFX | Transamerica Stock Index R4 | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
TSTRX | Transamerica Stock Index R | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
TASMX | Transamerica Small/Mid Cap Value R6 | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
TSMVX | Transamerica Small/Mid Cap Value I2 | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
TSVIX | Transamerica Small/Mid Cap Value I | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
IIVLX | Transamerica Small/Mid Cap Value C | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
IIVAX | Transamerica Small/Mid Cap Value A | Owns companies we recommend for divestment | 5 | 0 | 6 | 7 | X | Mid-Cap Value |
TSLRX | Transamerica Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
TSLFX | Transamerica Small Cap Value R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
TRSLX | Transamerica Small Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
TSLTX | Transamerica Small Cap Value I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
| Transamerica Small Cap Value I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
TSLIX | Transamerica Small Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
TSLCX | Transamerica Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
TSLAX | Transamerica Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Value |
RTSGX | Transamerica Small Cap Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPFX | Transamerica Small Cap Growth R4 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPRX | Transamerica Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPTX | Transamerica Small Cap Growth I3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TSPIX | Transamerica Small Cap Growth I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ISCGX | Transamerica Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSGTX | Transamerica Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASGTX | Transamerica Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TAMMX | Transamerica Multi-Managed Balanced R6 | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
TAAHX | Transamerica Multi-Managed Balanced R | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
TBLIX | Transamerica Multi-Managed Balanced I | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
IBLLX | Transamerica Multi-Managed Balanced C | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
IBALX | Transamerica Multi-Managed Balanced A | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
| Transamerica Multi-Asset Income I2 | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
TSHIX | Transamerica Multi-Asset Income I | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
TCSHX | Transamerica Multi-Asset Income C | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
TASHX | Transamerica Multi-Asset Income A | Owns companies we recommend for divestment | 3 | 6 | 8 | 10 | X | Moderate Allocation |
MVTRX | Transamerica Mid Cap Value Opps R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
TOTFX | Transamerica Mid Cap Value Opps R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
TOTRX | Transamerica Mid Cap Value Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
TOTTX | Transamerica Mid Cap Value Opps I3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
IAAEX | Transamerica Mid Cap Value Opps I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
MVTIX | Transamerica Mid Cap Value Opps I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
MCVCX | Transamerica Mid Cap Value Opps C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
MCVAX | Transamerica Mid Cap Value Opps A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | X | Mid-Cap Value |
| Transamerica Mid Cap Value I2 | Owns companies we recommend for divestment | 3 | 4 | 2 | 5 | X | Mid-Cap Value |
TAGFX | Transamerica Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
TMIFX | Transamerica Mid Cap Growth R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
TMIRX | Transamerica Mid Cap Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
TMITX | Transamerica Mid Cap Growth I3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
| Transamerica Mid Cap Growth I2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
IMCGX | Transamerica Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
MGTCX | Transamerica Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
MCGAX | Transamerica Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Mid-Cap Growth |
TLOFX | Transamerica Large Value Opps R4 | Owns companies we recommend for divestment | 5 | 10 | 11 | 10 | X | Large Value |
TLORX | Transamerica Large Value Opps R | Owns companies we recommend for divestment | 5 | 10 | 11 | 10 | X | Large Value |
TLOTX | Transamerica Large Value Opps I3 | Owns companies we recommend for divestment | 5 | 10 | 11 | 10 | X | Large Value |
TAGDX | Transamerica Large Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TGWFX | Transamerica Large Growth R4 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TGWRX | Transamerica Large Growth R | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
TGWTX | Transamerica Large Growth I3 | Owns companies we recommend for divestment | 1 | 2 | 5 | 7 | X | Large Growth |
| Transamerica Large Core ESG R6 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TLAFX | Transamerica Large Core ESG R4 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TLARX | Transamerica Large Core ESG R | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TLATX | Transamerica Large Core ESG I3 | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TLACX | Transamerica Large Core ESG A | Owns companies we recommend for divestment | 8 | 13 | 16 | 18 | V | Large Blend |
TALCX | Transamerica Large Cap Value R6 | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
TWQZX | Transamerica Large Cap Value I2 | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
TWQIX | Transamerica Large Cap Value I | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
TWQCX | Transamerica Large Cap Value C | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
TWQAX | Transamerica Large Cap Value A | Owns companies we recommend for divestment | 4 | 6 | 9 | 10 | X | Large Value |
TISLX | Transamerica Intl Sust Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
TISDX | Transamerica Intl Sust Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Foreign Large Blend |
TIHJX | Transamerica International Stock R6 | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Foreign Large Value |
TIHIX | Transamerica International Stock I2 | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Foreign Large Value |
TIHBX | Transamerica International Stock I | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Foreign Large Value |
TIHAX | Transamerica International Stock A | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Foreign Large Value |
| Transamerica International Sm Cp Val I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
TISVX | Transamerica International Sm Cp Val I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
TGRFX | Transamerica International Focus R6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
| Transamerica International Focus I2 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
TGRGX | Transamerica International Focus I | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
TGRHX | Transamerica International Focus A | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Large Blend |
TAINX | Transamerica International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWFX | Transamerica International Equity R4 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWRX | Transamerica International Equity R | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWTX | Transamerica International Equity I3 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWIX | Transamerica International Equity I2 | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TSWIX | Transamerica International Equity I | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWCX | Transamerica International Equity C | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
TRWAX | Transamerica International Equity A | Owns companies we recommend for divestment | 2 | 2 | 7 | 1 | X | Foreign Large Value |
| Transamerica Energy Infrastructure I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
TMLPX | Transamerica Energy Infrastructure I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
TMCLX | Transamerica Energy Infrastructure C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
TMLAX | Transamerica Energy Infrastructure A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Energy Limited Partnership |
TEOOX | Transamerica Emerging Markets Opps R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEOJX | Transamerica Emerging Markets Opps I2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEOIX | Transamerica Emerging Markets Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TCSSX | Transamerica ClearTrack® 2060 R6 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2060 |
TCTYX | Transamerica ClearTrack® 2060 R3 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2060 |
TCSOX | Transamerica ClearTrack® 2060 R1 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2060 |
TCTSX | Transamerica ClearTrack® 2055 R6 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2055 |
TCTVX | Transamerica ClearTrack® 2055 R3 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2055 |
TCTOX | Transamerica ClearTrack® 2055 R1 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2055 |
TCMTX | Transamerica ClearTrack® 2050 R6 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2050 |
TCTUX | Transamerica ClearTrack® 2050 R3 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2050 |
TRNTX | Transamerica ClearTrack® 2050 R1 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2050 |
TCOTX | Transamerica ClearTrack® 2045 R6 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2045 |
TCTTX | Transamerica ClearTrack® 2045 R3 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2045 |
TCPTX | Transamerica ClearTrack® 2045 R1 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2045 |
TCKTX | Transamerica ClearTrack® 2040 R6 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2040 |
TCTQX | Transamerica ClearTrack® 2040 R3 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2040 |
TCRTX | Transamerica ClearTrack® 2040 R1 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2040 |
TCHDX | Transamerica ClearTrack® 2035 R6 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2035 |
TCTMX | Transamerica ClearTrack® 2035 R3 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2035 |
TCETX | Transamerica ClearTrack® 2035 R1 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2035 |
TDHTX | Transamerica ClearTrack® 2030 R6 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2030 |
TCTLX | Transamerica ClearTrack® 2030 R3 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2030 |
TDFTX | Transamerica ClearTrack® 2030 R1 | Owns companies we recommend for divestment | 56 | 33 | 104 | 47 | X | Target-Date 2030 |
TCPWX | Transamerica Capital Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
TAAEX | Transamerica Capital Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
| Transamerica Capital Growth I2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
TFOIX | Transamerica Capital Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
ILLLX | Transamerica Capital Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
IALAX | Transamerica Capital Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
TBLRX | Transamerica Balanced II R | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
TBLTX | Transamerica Balanced II I3 | Owns companies we recommend for divestment | 6 | 12 | 11 | 19 | X | Moderate Allocation |
TAALX | Transamerica Asset Allocation Mod Gr R3 | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Moderate Allocation |
IMGRX | Transamerica Asset Allocation Mod Gr R | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Moderate Allocation |
TMGIX | Transamerica Asset Allocation Mod Gr I | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Moderate Allocation |
IMLLX | Transamerica Asset Allocation Mod Gr C | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Moderate Allocation |
IMLAX | Transamerica Asset Allocation Mod Gr A | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Moderate Allocation |
TAAKX | Transamerica Asset Allocation Growth R3 | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Aggressive Allocation |
IGWRX | Transamerica Asset Allocation Growth R | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Aggressive Allocation |
TAGIX | Transamerica Asset Allocation Growth I | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Aggressive Allocation |
IAALX | Transamerica Asset Allocation Growth C | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Aggressive Allocation |
IAAAX | Transamerica Asset Allocation Growth A | Owns companies we recommend for divestment | 21 | 21 | 43 | 34 | X | Aggressive Allocation |
TALFX | Transamerica Asset Alloc Long Hrzn R4 | Owns companies we recommend for divestment | 23 | 29 | 38 | 42 | X | Aggressive Allocation |
TALRX | Transamerica Asset Alloc Long Hrzn R | Owns companies we recommend for divestment | 23 | 29 | 38 | 42 | X | Aggressive Allocation |
TAAFX | Transamerica Asset Alloc Interm Hrzn R4 | Owns companies we recommend for divestment | 23 | 29 | 38 | 42 | X | Moderate Allocation |
TAARX | Transamerica Asset Alloc Interm Hrzn R | Owns companies we recommend for divestment | 23 | 29 | 38 | 42 | X | Moderate Allocation |
TVLYX | Touchstone Value Y | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Value |
TVLRX | Touchstone Value R6 | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Value |
TVLIX | Touchstone Value Institutional | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Value |
TVLCX | Touchstone Value C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Value |
TVLAX | Touchstone Value A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Large Value |
LCF | Touchstone US Large Cap Focused ETF | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Large Blend |
SIGWX | Touchstone Small Company Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
SSRRX | Touchstone Small Company R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
TICSX | Touchstone Small Company Instl | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
SSCOX | Touchstone Small Company C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
SAGWX | Touchstone Small Company A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Blend |
TSFYX | Touchstone Small Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
TVOYX | Touchstone Small Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
TVOIX | Touchstone Small Cap Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
TVOCX | Touchstone Small Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
TVOAX | Touchstone Small Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Small Value |
TSFIX | Touchstone Small Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
TSFCX | Touchstone Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
TSFAX | Touchstone Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
TSEMX | Touchstone Sands Cptl Emerg Mkts Gr Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TSRMX | Touchstone Sands Cptl Emerg Mkts Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TSEGX | Touchstone Sands Cptl Emerg Mkts Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEGCX | Touchstone Sands Cptl Emerg Mkts Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TSMGX | Touchstone Sands Cptl Emerg Mkts Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
PTSGX | Touchstone Sands Capital Select Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
CFSIX | Touchstone Sands Capital Select Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
TSNCX | Touchstone Sands Capital Select Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
TSNAX | Touchstone Sands Capital Select Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
TSNRX | Touchstone Sands Capital Select Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
CISGX | Touchstone Sands Capital Select Gr Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 2 | X | Large Growth |
TPYRX | Touchstone Sands Capital Intl Gr Eq R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | V | Foreign Large Blend |
TIQIX | Touchstone Non-US ESG Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TROCX | Touchstone Non-US ESG Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TEQCX | Touchstone Non-US ESG Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TEQAX | Touchstone Non-US ESG Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | V | Foreign Large Blend |
TMCTX | Touchstone Mid Cap Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
TMCPX | Touchstone Mid Cap Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
TCVYX | Touchstone Mid Cap Value Y | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
TCVIX | Touchstone Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
TMFCX | Touchstone Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
TCVAX | Touchstone Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
TMPRX | Touchstone Mid Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
TMPIX | Touchstone Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
TEGYX | Touchstone Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Mid-Cap Growth |
TFGRX | Touchstone Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Mid-Cap Growth |
TEGIX | Touchstone Mid Cap Growth Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Mid-Cap Growth |
TOECX | Touchstone Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Mid-Cap Growth |
TEGAX | Touchstone Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Mid-Cap Growth |
TMCJX | Touchstone Mid Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
TMAPX | Touchstone Mid Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Blend |
TLGYX | Touchstone Large Company Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
DSMLX | Touchstone Large Company Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TCGLX | Touchstone Large Company Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TSAGX | Touchstone Large Company Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Large Growth |
TLCYX | Touchstone Large Cap Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
TLCIX | Touchstone Large Cap Institutional | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
SICWX | Touchstone Large Cap Focused Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Large Blend |
TSRLX | Touchstone Large Cap Focused R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Large Blend |
SCRLX | Touchstone Large Cap Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Large Blend |
SCSCX | Touchstone Large Cap Focused C | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Large Blend |
SENCX | Touchstone Large Cap Focused A | Owns companies we recommend for divestment | 2 | 4 | 9 | 9 | X | Large Blend |
TFCCX | Touchstone Large Cap C | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
TACLX | Touchstone Large Cap A | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Blend |
TNSYX | Touchstone International Growth Y | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Foreign Large Growth |
TNSIX | Touchstone International Growth Ins | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Foreign Large Growth |
TNSCX | Touchstone International Growth C | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Foreign Large Growth |
TNSAX | Touchstone International Growth A | Owns companies we recommend for divestment | 1 | 3 | 0 | 3 | X | Foreign Large Growth |
SIIEX | Touchstone International Equity Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
TOIIX | Touchstone International Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
SWFCX | Touchstone International Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
SWRLX | Touchstone International Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Blend |
TGVYX | Touchstone Growth Opportunities Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TGVVX | Touchstone Growth Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TGVCX | Touchstone Growth Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TGVFX | Touchstone Growth Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TFFYX | Touchstone Focused Y | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
TFFIX | Touchstone Focused Instl | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
TFFCX | Touchstone Focused C | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
TFOAX | Touchstone Focused A | Owns companies we recommend for divestment | 2 | 4 | 8 | 6 | X | Large Blend |
TSMYX | Touchstone Dynamic Allocation Y | Owns companies we recommend for divestment | 2 | 9 | 9 | 12 | X | Global Allocation |
TSMCX | Touchstone Dynamic Allocation C | Owns companies we recommend for divestment | 2 | 9 | 9 | 12 | X | Global Allocation |
TSMAX | Touchstone Dynamic Allocation A | Owns companies we recommend for divestment | 2 | 9 | 9 | 12 | X | Global Allocation |
DVND | Touchstone Dividend Select ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 9 | X | Large Value |
TQCYX | Touchstone Dividend Equity Y | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
TQCRX | Touchstone Dividend Equity R6 | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
TQCIX | Touchstone Dividend Equity Institutional | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
TQCCX | Touchstone Dividend Equity C | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
TQCAX | Touchstone Dividend Equity A | Owns companies we recommend for divestment | 4 | 8 | 8 | 11 | X | Large Value |
HEAT | Touchstone Climate Transition ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
SIBLX | Touchstone Balanced Y | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
TBARX | Touchstone Balanced R6 | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
SBACX | Touchstone Balanced C | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
SEBLX | Touchstone Balanced A | Owns companies we recommend for divestment | 2 | 4 | 9 | 8 | X | Moderate Allocation |
TDEYX | Touchstone Anti-Benchmark US Core Eq Y | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
TDELX | Touchstone Anti-Benchmark US Core Eq I | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
TDECX | Touchstone Anti-Benchmark US Core Eq C | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
TDEAX | Touchstone Anti-Benchmark US Core Eq A | Owns companies we recommend for divestment | 2 | 1 | 9 | 6 | X | Large Blend |
TLWCX | TIAA-CREF Social Choice LwCrbn Eq Retl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TEWCX | TIAA-CREF Social Choice LwCrbn Eq Retire | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TPWCX | TIAA-CREF Social Choice LwCrbn Eq Prmr | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TNWCX | TIAA-CREF Social Choice LwCrbn Eq Instl | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TCCHX | TIAA-CREF Social Choice LwCrbn Eq Adv | Owns companies we recommend for divestment | 3 | 11 | 9 | 15 | V | Large Blend |
TSOEX | TIAA-CREF Social Choice Intl Eq Retire | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSORX | TIAA-CREF Social Choice Intl Eq Retail | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSOPX | TIAA-CREF Social Choice Intl Eq Prmr | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSONX | TIAA-CREF Social Choice Intl Eq Instl | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TSOHX | TIAA-CREF Social Choice Intl Eq Advisor | Owns companies we recommend for divestment | 3 | 1 | 11 | 5 | V | Foreign Large Blend |
TRSCX | TIAA-CREF Social Choice Eq Retire | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TICRX | TIAA-CREF Social Choice Eq Retail | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TRPSX | TIAA-CREF Social Choice Eq Premier | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TISCX | TIAA-CREF Social Choice Eq Instl | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TICHX | TIAA-CREF Social Choice Eq Advisor | Owns companies we recommend for divestment | 4 | 9 | 11 | 15 | V | Large Blend |
TRBIX | TIAA-CREF Small-Cap Blend Idx Retire | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
TISBX | TIAA-CREF Small-Cap Blend Idx Inst | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
TRHBX | TIAA-CREF Small-Cap Blend Idx Advisor | Owns companies we recommend for divestment | 8 | 6 | 8 | 8 | X | Small Blend |
TISWX | TIAA-CREF S&P 500 Index W | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
TRSPX | TIAA-CREF S&P 500 Index Retire | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
TISPX | TIAA-CREF S&P 500 Index Instl | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
TISAX | TIAA-CREF S&P 500 Index Advisor | Owns companies we recommend for divestment | 15 | 21 | 27 | 32 | X | Large Blend |
TRRSX | TIAA-CREF Real Estate Sec Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TCREX | TIAA-CREF Real Estate Sec Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TRRPX | TIAA-CREF Real Estate Sec Premier | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TIREX | TIAA-CREF Real Estate Sec Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TIRHX | TIAA-CREF Real Estate Sec Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TSCWX | TIAA-CREF Quant Small-Cap Equity W | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TCSEX | TIAA-CREF Quant Small-Cap Equity Retail | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TRSEX | TIAA-CREF Quant Small-Cap Equity Ret | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TSRPX | TIAA-CREF Quant Small-Cap Equity Premier | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TISEX | TIAA-CREF Quant Small-Cap Equity Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TSCHX | TIAA-CREF Quant Small-Cap Equity Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Small Blend |
TSMUX | TIAA-CREF Quant Sm/Md-Cp Eq W | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
TSMOX | TIAA-CREF Quant Sm/Md-Cp Eq Retirement | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
TSMEX | TIAA-CREF Quant Sm/Md-Cp Eq Retail | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
TSMMX | TIAA-CREF Quant Sm/Md-Cp Eq Premier | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
TSMWX | TIAA-CREF Quant Sm/Md-Cp Eq Instl | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
TSMNX | TIAA-CREF Quant Sm/Md-Cp Eq Advisor | Owns companies we recommend for divestment | 4 | 1 | 5 | 3 | X | Small Blend |
TAIWX | TIAA-CREF Quant Intl Sm-Cp Eq W | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
TTISX | TIAA-CREF Quant Intl Sm-Cp Eq Retirement | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
TLISX | TIAA-CREF Quant Intl Sm-Cp Eq Retail | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
TPISX | TIAA-CREF Quant Intl Sm-Cp Eq Premier | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
TIISX | TIAA-CREF Quant Intl Sm-Cp Eq Instl | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
TAISX | TIAA-CREF Quant Intl Sm-Cp Eq Advisor | Owns companies we recommend for divestment | 4 | 0 | 7 | 0 | X | Foreign Small/Mid Blend |
TRVRX | TIAA-CREF Mid-Cap Value Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
TCMVX | TIAA-CREF Mid-Cap Value Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
TRVPX | TIAA-CREF Mid-Cap Value Premier | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
TIMVX | TIAA-CREF Mid-Cap Value Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
TRVHX | TIAA-CREF Mid-Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Mid-Cap Value |
TRGMX | TIAA-CREF Mid-Cap Growth Retire | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TCMGX | TIAA-CREF Mid-Cap Growth Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TRGPX | TIAA-CREF Mid-Cap Growth Premier | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TRPWX | TIAA-CREF Mid-Cap Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TCMHX | TIAA-CREF Mid-Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TIMRX | TIAA-CREF Managed Allc Retail | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TITRX | TIAA-CREF Managed Allc R | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TIMIX | TIAA-CREF Managed Allc Inst | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TSMTX | TIAA-CREF Lifestyle Moderate Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TSMLX | TIAA-CREF Lifestyle Moderate Retail | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TSMPX | TIAA-CREF Lifestyle Moderate Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TSIMX | TIAA-CREF Lifestyle Moderate Instl | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TSMHX | TIAA-CREF Lifestyle Moderate Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderate Allocation |
TSGRX | TIAA-CREF Lifestyle Growth Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderately Aggressive Allocation |
TSGLX | TIAA-CREF Lifestyle Growth Retail | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderately Aggressive Allocation |
TSGPX | TIAA-CREF Lifestyle Growth Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderately Aggressive Allocation |
TSGGX | TIAA-CREF Lifestyle Growth Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderately Aggressive Allocation |
TSGHX | TIAA-CREF Lifestyle Growth Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Moderately Aggressive Allocation |
TSARX | TIAA-CREF Lifestyle Aggressive Gr Retire | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Aggressive Allocation |
TSALX | TIAA-CREF Lifestyle Aggressive Gr Retail | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Aggressive Allocation |
TSAPX | TIAA-CREF Lifestyle Aggressive Gr Prem | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Aggressive Allocation |
TSAIX | TIAA-CREF Lifestyle Aggressive Gr Instl | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Aggressive Allocation |
TSAHX | TIAA-CREF Lifestyle Aggressive Gr Adv | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Aggressive Allocation |
TFIRX | TIAA-CREF Lifecycle Index 2065 Ret | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2065+ |
TFIPX | TIAA-CREF Lifecycle Index 2065 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2065+ |
TFITX | TIAA-CREF Lifecycle Index 2065 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2065+ |
TFIHX | TIAA-CREF Lifecycle Index 2065 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2065+ |
TVITX | TIAA-CREF Lifecycle Index 2060 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2060 |
TVIPX | TIAA-CREF Lifecycle Index 2060 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2060 |
TVIIX | TIAA-CREF Lifecycle Index 2060 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2060 |
TVIHX | TIAA-CREF Lifecycle Index 2060 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2060 |
TTIRX | TIAA-CREF Lifecycle Index 2055 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2055 |
TTIPX | TIAA-CREF Lifecycle Index 2055 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2055 |
TTIIX | TIAA-CREF Lifecycle Index 2055 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2055 |
TTIHX | TIAA-CREF Lifecycle Index 2055 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2055 |
TLLRX | TIAA-CREF Lifecycle Index 2050 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2050 |
TLLPX | TIAA-CREF Lifecycle Index 2050 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2050 |
TLLIX | TIAA-CREF Lifecycle Index 2050 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2050 |
TLLHX | TIAA-CREF Lifecycle Index 2050 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2050 |
TLMRX | TIAA-CREF Lifecycle Index 2045 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2045 |
TLMPX | TIAA-CREF Lifecycle Index 2045 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2045 |
TLXIX | TIAA-CREF Lifecycle Index 2045 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2045 |
TLMHX | TIAA-CREF Lifecycle Index 2045 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2045 |
TLZRX | TIAA-CREF Lifecycle Index 2040 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2040 |
TLPRX | TIAA-CREF Lifecycle Index 2040 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2040 |
TLZIX | TIAA-CREF Lifecycle Index 2040 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2040 |
TLZHX | TIAA-CREF Lifecycle Index 2040 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2040 |
TLYRX | TIAA-CREF Lifecycle Index 2035 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2035 |
TLYPX | TIAA-CREF Lifecycle Index 2035 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2035 |
TLYIX | TIAA-CREF Lifecycle Index 2035 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2035 |
TLYHX | TIAA-CREF Lifecycle Index 2035 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2035 |
TLHRX | TIAA-CREF Lifecycle Index 2030 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2030 |
TLHPX | TIAA-CREF Lifecycle Index 2030 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2030 |
TLHIX | TIAA-CREF Lifecycle Index 2030 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2030 |
TLHHX | TIAA-CREF Lifecycle Index 2030 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2030 |
TLQRX | TIAA-CREF Lifecycle Index 2025 Retire | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2025 |
TLVPX | TIAA-CREF Lifecycle Index 2025 Premier | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2025 |
TLQIX | TIAA-CREF Lifecycle Index 2025 Instl | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2025 |
TLQHX | TIAA-CREF Lifecycle Index 2025 Advisor | Owns companies we recommend for divestment | 45 | 40 | 74 | 64 | X | Target-Date 2025 |
TSFRX | TIAA-CREF Lifecycle 2065 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2065+ |
TSFPX | TIAA-CREF Lifecycle 2065 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2065+ |
TSFTX | TIAA-CREF Lifecycle 2065 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2065+ |
TSFHX | TIAA-CREF Lifecycle 2065 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2065+ |
TLXRX | TIAA-CREF Lifecycle 2060 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2060 |
TLXPX | TIAA-CREF Lifecycle 2060 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2060 |
TLXNX | TIAA-CREF Lifecycle 2060 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2060 |
TLXHX | TIAA-CREF Lifecycle 2060 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2060 |
TTRLX | TIAA-CREF Lifecycle 2055 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2055 |
TTRPX | TIAA-CREF Lifecycle 2055 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2055 |
TTRIX | TIAA-CREF Lifecycle 2055 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2055 |
TTRHX | TIAA-CREF Lifecycle 2055 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2055 |
TLFRX | TIAA-CREF Lifecycle 2050 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2050 |
TCLPX | TIAA-CREF Lifecycle 2050 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2050 |
TFTIX | TIAA-CREF Lifecycle 2050 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2050 |
TFTHX | TIAA-CREF Lifecycle 2050 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2050 |
TTFRX | TIAA-CREF Lifecycle 2045 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2045 |
TTFPX | TIAA-CREF Lifecycle 2045 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2045 |
TTFIX | TIAA-CREF Lifecycle 2045 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2045 |
TTFHX | TIAA-CREF Lifecycle 2045 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2045 |
TCLOX | TIAA-CREF Lifecycle 2040 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2040 |
TCZPX | TIAA-CREF Lifecycle 2040 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2040 |
TCOIX | TIAA-CREF Lifecycle 2040 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2040 |
TCZHX | TIAA-CREF Lifecycle 2040 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2040 |
TCLRX | TIAA-CREF Lifecycle 2035 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2035 |
TCYPX | TIAA-CREF Lifecycle 2035 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2035 |
TCIIX | TIAA-CREF Lifecycle 2035 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2035 |
TCYHX | TIAA-CREF Lifecycle 2035 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2035 |
TCLNX | TIAA-CREF Lifecycle 2030 Retirement | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2030 |
TCHPX | TIAA-CREF Lifecycle 2030 Premier | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2030 |
TCRIX | TIAA-CREF Lifecycle 2030 Institutional | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2030 |
TCHHX | TIAA-CREF Lifecycle 2030 Advisor | Owns companies we recommend for divestment | 54 | 34 | 84 | 41 | X | Target-Date 2030 |
TRLWX | TIAA-CREF Large-Cap Value W | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
TRLCX | TIAA-CREF Large-Cap Value Retire | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
TCLCX | TIAA-CREF Large-Cap Value Retail | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
TRCPX | TIAA-CREF Large-Cap Value Premier | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
TRLIX | TIAA-CREF Large-Cap Value Instl | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
TRCVX | TIAA-CREF Large-Cap Value Idx Retire | Owns companies we recommend for divestment | 19 | 24 | 26 | 35 | X | Large Value |
TILVX | TIAA-CREF Large-Cap Value Idx Inst | Owns companies we recommend for divestment | 19 | 24 | 26 | 35 | X | Large Value |
THCVX | TIAA-CREF Large-Cap Value Idx Advisor | Owns companies we recommend for divestment | 19 | 24 | 26 | 35 | X | Large Value |
TRLHX | TIAA-CREF Large-Cap Value Advisor | Owns companies we recommend for divestment | 3 | 9 | 8 | 10 | X | Large Value |
TILWX | TIAA-CREF Large-Cap Growth W | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TIRTX | TIAA-CREF Large-Cap Growth Retail | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILRX | TIAA-CREF Large-Cap Growth R | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILPX | TIAA-CREF Large-Cap Growth Premier | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILGX | TIAA-CREF Large-Cap Growth Inst | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TILHX | TIAA-CREF Large-Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 3 | 7 | 6 | X | Large Growth |
TRIRX | TIAA-CREF Large-Cap Gr Idx Retire | Owns companies we recommend for divestment | 9 | 9 | 16 | 18 | X | Large Growth |
TILIX | TIAA-CREF Large-Cap Gr Idx Instl | Owns companies we recommend for divestment | 9 | 9 | 16 | 18 | X | Large Growth |
TRIHX | TIAA-CREF Large-Cap Gr Idx Advisor | Owns companies we recommend for divestment | 9 | 9 | 16 | 18 | X | Large Growth |
TIOVX | TIAA-CREF International Opps W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOSX | TIAA-CREF International Opps Retl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOTX | TIAA-CREF International Opps Retire | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOPX | TIAA-CREF International Opps Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOIX | TIAA-CREF International Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIOHX | TIAA-CREF International Opps Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
TIEWX | TIAA-CREF International Eq W | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
TRERX | TIAA-CREF International Eq Retire | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
TIERX | TIAA-CREF International Eq Retail | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
TREPX | TIAA-CREF International Eq Premier | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
TIIEX | TIAA-CREF International Eq Instl | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
TCIWX | TIAA-CREF International Eq Idx W | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
TRIEX | TIAA-CREF International Eq Idx Retire | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
TRIPX | TIAA-CREF International Eq Idx Premier | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
TCIEX | TIAA-CREF International Eq Idx Instl | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
TCIHX | TIAA-CREF International Eq Idx Advisor | Owns companies we recommend for divestment | 12 | 6 | 27 | 12 | X | Foreign Large Blend |
TIEHX | TIAA-CREF International Eq Advisor | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Foreign Large Blend |
TGIWX | TIAA-CREF Growth & Income W | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
TRGIX | TIAA-CREF Growth & Income Retire | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
TIIRX | TIAA-CREF Growth & Income Retail | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
TRPGX | TIAA-CREF Growth & Income Premier | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
TIGRX | TIAA-CREF Growth & Income Instl | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
TGIHX | TIAA-CREF Growth & Income Advisor | Owns companies we recommend for divestment | 1 | 5 | 6 | 5 | X | Large Blend |
TEQWX | TIAA-CREF Equity Index W | Owns companies we recommend for divestment | 31 | 34 | 41 | 52 | X | Large Blend |
TINRX | TIAA-CREF Equity Index Retail | Owns companies we recommend for divestment | 31 | 34 | 41 | 52 | X | Large Blend |
TIQRX | TIAA-CREF Equity Index R | Owns companies we recommend for divestment | 31 | 34 | 41 | 52 | X | Large Blend |
TCEPX | TIAA-CREF Equity Index Premier | Owns companies we recommend for divestment | 31 | 34 | 41 | 52 | X | Large Blend |
TIEIX | TIAA-CREF Equity Index Instl | Owns companies we recommend for divestment | 31 | 34 | 41 | 52 | X | Large Blend |
TEIHX | TIAA-CREF Equity Index Advisor | Owns companies we recommend for divestment | 31 | 34 | 41 | 52 | X | Large Blend |
TEMVX | TIAA-CREF Emerging Markets Eq W | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMSX | TIAA-CREF Emerging Markets Eq Retiremt | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMRX | TIAA-CREF Emerging Markets Eq Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMPX | TIAA-CREF Emerging Markets Eq Prem | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMLX | TIAA-CREF Emerging Markets Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TENWX | TIAA-CREF Emerging Markets Eq Idx W | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQSX | TIAA-CREF Emerging Markets Eq Idx Retire | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQKX | TIAA-CREF Emerging Markets Eq Idx Retail | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQPX | TIAA-CREF Emerging Markets Eq Idx Prem | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQLX | TIAA-CREF Emerging Markets Eq Idx Instl | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEQHX | TIAA-CREF Emerging Markets Eq Idx Adv | Owns companies we recommend for divestment | 2 | 0 | 7 | 0 | X | Diversified Emerging Mkts |
TEMHX | TIAA-CREF Emerging Markets Eq Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TSME | Thrivent Small-Mid Cap ESG ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Mid-Cap Blend |
TSCSX | Thrivent Small Cap Stock S | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
AASMX | Thrivent Small Cap Stock A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Blend |
TSCGX | Thrivent Small Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
TMCVX | Thrivent Mid Cap Value S | Owns companies we recommend for divestment | 3 | 2 | 1 | 3 | X | Mid-Cap Value |
TMSIX | Thrivent Mid Cap Stock S | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Mid-Cap Blend |
AASCX | Thrivent Mid Cap Stock A | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Mid-Cap Blend |
TMCGX | Thrivent Mid Cap Growth S | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Mid-Cap Growth |
TLVOX | Thrivent Low Volatility Equity S | Owns companies we recommend for divestment | 6 | 5 | 6 | 7 | X | Global Large-Stock Blend |
TLVIX | Thrivent Large Cap Value S | Owns companies we recommend for divestment | 2 | 7 | 11 | 8 | X | Large Value |
AAUTX | Thrivent Large Cap Value A | Owns companies we recommend for divestment | 2 | 7 | 11 | 8 | X | Large Value |
THLCX | Thrivent Large Cap Growth S | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
AAAGX | Thrivent Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 6 | 6 | X | Large Growth |
TWAIX | Thrivent International Allocation S | Owns companies we recommend for divestment | 14 | 5 | 23 | 6 | X | Foreign Large Blend |
TWAAX | Thrivent International Allocation A | Owns companies we recommend for divestment | 14 | 5 | 23 | 6 | X | Foreign Large Blend |
IILGX | Thrivent Global Stock S | Owns companies we recommend for divestment | 20 | 22 | 36 | 33 | X | Global Large-Stock Blend |
AALGX | Thrivent Global Stock A | Owns companies we recommend for divestment | 20 | 22 | 36 | 33 | X | Global Large-Stock Blend |
TCFSCV | Thrivent Core Small Cap Value | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
| Thrivent Core Mid Cap Value | Owns companies we recommend for divestment | 2 | 3 | 0 | 2 | X | Mid-Cap Value |
| Thrivent Core Low Volatility Equity | Owns companies we recommend for divestment | 5 | 7 | 6 | 10 | X | Large Blend |
| Thrivent Core International Equity | Owns companies we recommend for divestment | 8 | 3 | 18 | 6 | X | Foreign Large Blend |
| Thrivent Core Emerging Markets Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
TSUMX | Thornburg Summit I | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Moderate Allocation |
TSAMX | Thornburg Summit A | Owns companies we recommend for divestment | 1 | 5 | 4 | 6 | X | Moderate Allocation |
THGRX | Thornburg Small/Mid Cap Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
TCGRX | Thornburg Small/Mid Cap Growth R4 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
THCRX | Thornburg Small/Mid Cap Growth R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
THIGX | Thornburg Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
TCGCX | Thornburg Small/Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
THCGX | Thornburg Small/Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
TVRRX | Thornburg Small/Mid Cap Core R5 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
TVIRX | Thornburg Small/Mid Cap Core R4 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
TVRFX | Thornburg Small/Mid Cap Core R3 | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
TVIFX | Thornburg Small/Mid Cap Core I | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
TVCFX | Thornburg Small/Mid Cap Core C | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
TVAFX | Thornburg Small/Mid Cap Core A | Owns companies we recommend for divestment | 2 | 2 | 1 | 3 | X | Mid-Cap Blend |
TIBOX | Thornburg Investment Income Builder R6 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Allocation |
TIBMX | Thornburg Investment Income Builder R5 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Allocation |
TIBGX | Thornburg Investment Income Builder R4 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Allocation |
TIBRX | Thornburg Investment Income Builder R3 | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Allocation |
TIBIX | Thornburg Investment Income Builder I | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Allocation |
TIBCX | Thornburg Investment Income Builder C | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Allocation |
TIBAX | Thornburg Investment Income Builder A | Owns companies we recommend for divestment | 1 | 3 | 2 | 3 | X | Global Allocation |
THGIX | Thornburg International Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
TINFX | Thornburg International Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
TINVX | Thornburg International Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
TIGVX | Thornburg International Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
TINGX | Thornburg International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
TIGCX | Thornburg International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
TIGAX | Thornburg International Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
TGIRX | Thornburg International Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
TIVRX | Thornburg International Equity R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
THVRX | Thornburg International Equity R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
TGVRX | Thornburg International Equity R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
TGVIX | Thornburg International Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
THGCX | Thornburg International Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
TGVAX | Thornburg International Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 1 | X | Foreign Large Blend |
THOGX | Thornburg Global Opportunities R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
THOFX | Thornburg Global Opportunities R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
THOVX | Thornburg Global Opportunities R4 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
THORX | Thornburg Global Opportunities R3 | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
THOIX | Thornburg Global Opportunities I | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
THOCX | Thornburg Global Opportunities C | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
THOAX | Thornburg Global Opportunities A | Owns companies we recommend for divestment | 1 | 1 | 4 | 4 | X | Global Large-Stock Blend |
TDWRX | Thornburg Developing World R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
THDRX | Thornburg Developing World R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
THDIX | Thornburg Developing World I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
THDCX | Thornburg Developing World C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
THDAX | Thornburg Developing World A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TBWIX | Thornburg Better World International I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
TBWCX | Thornburg Better World International C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
TBWAX | Thornburg Better World International A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 1 | V | Foreign Large Blend |
PRNT | The 3D Printing ETF | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Technology |
FTWRX | Templeton World R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Blend |
TEWTX | Templeton World C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Blend |
TWDAX | Templeton World Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Blend |
TEMWX | Templeton World A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 3 | X | Global Large-Stock Blend |
TICEX | Templeton International Climate Chg R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TICDX | Templeton International Climate Chg C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TICGX | Templeton International Climate Chg Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TICBX | Templeton International Climate Chg A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Foreign Large Value |
TFESX | Templeton Instl Intl Eq Ser Service | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
TFEQX | Templeton Instl Intl Eq Ser Primary | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | X | Foreign Large Value |
TFSCX | Templeton Ins Foreign Smaller Co Ser Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
FTGFX | Templeton Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Global Large-Stock Blend |
TEGRX | Templeton Growth R | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Global Large-Stock Blend |
FTGQX | Templeton Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Global Large-Stock Blend |
TGADX | Templeton Growth Adv | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Global Large-Stock Blend |
TEPLX | Templeton Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Global Large-Stock Blend |
FBOGX | Templeton Global Smaller Comp R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
TESGX | Templeton Global Smaller Comp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
TGSAX | Templeton Global Smaller Comp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
TEMGX | Templeton Global Smaller Comp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Small/Mid Stock |
FTFGX | Templeton Foreign R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
TEFRX | Templeton Foreign R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
TEFTX | Templeton Foreign C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
TFFAX | Templeton Foreign Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
TEMFX | Templeton Foreign A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
FTEQX | Templeton Emerging Markets Small Cap R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FTESX | Templeton Emerging Markets Small Cap R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TCEMX | Templeton Emerging Markets Small Cap C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMZX | Templeton Emerging Markets Small Cap Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
TEMMX | Templeton Emerging Markets Small Cap A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
FDEVX | Templeton Developing Markets R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TDMRX | Templeton Developing Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TDMTX | Templeton Developing Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TDADX | Templeton Developing Markets Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TEDMX | Templeton Developing Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
FCWRX | Templeton China World R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TCWCX | Templeton China World C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TACWX | Templeton China World Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
TCWAX | Templeton China World A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
XLK | Technology Select Sector SPDR® ETF | Owns companies we recommend for divestment | 2 | 2 | 6 | 6 | X | Technology |
TRZAX | T. Rowe Price Value Z | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
TRPIX | T. Rowe Price Value I | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
TVAL | T. Rowe Price Value ETF | Owns companies we recommend for divestment | 4 | 9 | 8 | 11 | X | Large Value |
PAVLX | T. Rowe Price Value Adv | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
TRVLX | T. Rowe Price Value | Owns companies we recommend for divestment | 5 | 11 | 11 | 15 | X | Large Value |
TRZLX | T. Rowe Price US Large-Cap Core Z | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
RCLIX | T. Rowe Price US Large-Cap Core I | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
PAULX | T. Rowe Price US Large-Cap Core Adv | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
TRULX | T. Rowe Price US Large-Cap Core | Owns companies we recommend for divestment | 2 | 8 | 4 | 11 | X | Large Blend |
TSPA | T. Rowe Price US Equity Research ETF | Owns companies we recommend for divestment | 9 | 15 | 18 | 21 | X | Large Blend |
PCUZX | T. Rowe Price U.S. Equity Research Z | Owns companies we recommend for divestment | 9 | 14 | 18 | 20 | X | Large Blend |
RRCOX | T. Rowe Price U.S. Equity Research R | Owns companies we recommend for divestment | 9 | 14 | 18 | 20 | X | Large Blend |
PCCOX | T. Rowe Price U.S. Equity Research I | Owns companies we recommend for divestment | 9 | 14 | 18 | 20 | X | Large Blend |
PACOX | T. Rowe Price U.S. Equity Research Adv | Owns companies we recommend for divestment | 9 | 14 | 18 | 20 | X | Large Blend |
PRCOX | T. Rowe Price U.S. Equity Research | Owns companies we recommend for divestment | 9 | 14 | 18 | 20 | X | Large Blend |
POMIX | T. Rowe Price Total Equity Market Idx | Owns companies we recommend for divestment | 23 | 27 | 33 | 43 | X | Large Blend |
TEEFX | T. Rowe Price Tax-Efficient Equity I | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
PREFX | T. Rowe Price Tax-Efficient Equity | Owns companies we recommend for divestment | 6 | 6 | 9 | 15 | X | Large Growth |
RPFDX | T. Rowe Price Target 2065 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2065+ |
PAZLX | T. Rowe Price Target 2065 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2065+ |
PRSLX | T. Rowe Price Target 2065 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2065+ |
TTOIX | T. Rowe Price Target 2060 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2060 |
TRTGX | T. Rowe Price Target 2060 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2060 |
TRTFX | T. Rowe Price Target 2060 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2060 |
TRPPX | T. Rowe Price Target 2055 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2055 |
PAFTX | T. Rowe Price Target 2055 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2055 |
TRFFX | T. Rowe Price Target 2055 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2055 |
TOORX | T. Rowe Price Target 2050 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2050 |
PAOFX | T. Rowe Price Target 2050 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2050 |
TRFOX | T. Rowe Price Target 2050 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2050 |
TRFWX | T. Rowe Price Target 2045 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2045 |
PAFFX | T. Rowe Price Target 2045 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2045 |
RPTFX | T. Rowe Price Target 2045 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2045 |
TRXRX | T. Rowe Price Target 2040 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2040 |
PAHHX | T. Rowe Price Target 2040 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2040 |
TRHRX | T. Rowe Price Target 2040 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2040 |
TPGPX | T. Rowe Price Target 2035 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2035 |
PATVX | T. Rowe Price Target 2035 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2035 |
RPGRX | T. Rowe Price Target 2035 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2035 |
TWRRX | T. Rowe Price Target 2030 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2030 |
PAKRX | T. Rowe Price Target 2030 Advisor | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2030 |
TRRWX | T. Rowe Price Target 2030 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2030 |
TRPBX | T. Rowe Price Spectrum Moderate Allc Inv | Owns companies we recommend for divestment | 8 | 14 | 18 | 21 | X | Moderate Allocation |
TPPAX | T. Rowe Price Spectrum Moderate Allc I | Owns companies we recommend for divestment | 8 | 14 | 18 | 21 | X | Moderate Allocation |
TGIPX | T. Rowe Price Spectrum Mod Gr Allc I | Owns companies we recommend for divestment | 8 | 14 | 18 | 21 | X | Moderately Aggressive Allocation |
TRSGX | T. Rowe Price Spectrum Mod Gr Allc | Owns companies we recommend for divestment | 8 | 14 | 18 | 21 | X | Moderately Aggressive Allocation |
TSINX | T. Rowe Price Spectrum International EqI | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Foreign Large Blend |
PSILX | T. Rowe Price Spectrum International Eq | Owns companies we recommend for divestment | 5 | 4 | 10 | 8 | X | Foreign Large Blend |
TSVPX | T. Rowe Price Spectrum Diversified Eq I | Owns companies we recommend for divestment | 15 | 21 | 26 | 32 | X | Large Blend |
PRSGX | T. Rowe Price Spectrum Diversified Eq | Owns companies we recommend for divestment | 15 | 21 | 26 | 32 | X | Large Blend |
TMSL | T. Rowe Price Small-Mid Cap ETF | Owns companies we recommend for divestment | 5 | 4 | 2 | 6 | X | Mid-Cap Blend |
TRZVX | T. Rowe Price Small-Cap Value Z | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
PRVIX | T. Rowe Price Small-Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
PASVX | T. Rowe Price Small-Cap Value Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
PRSVX | T. Rowe Price Small-Cap Value | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
TRZZX | T. Rowe Price Small-Cap Stock Z | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
OTIIX | T. Rowe Price Small-Cap Stock I | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
PASSX | T. Rowe Price Small-Cap Stock Adv | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
OTCFX | T. Rowe Price Small-Cap Stock | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Small Growth |
TRZIX | T. Rowe Price Small-Cap Index Z | Owns companies we recommend for divestment | 8 | 6 | 9 | 8 | X | Small Blend |
TRCSX | T. Rowe Price Small-Cap Index I | Owns companies we recommend for divestment | 8 | 6 | 9 | 8 | X | Small Blend |
TRSYX | T. Rowe Price Small-Cap Index | Owns companies we recommend for divestment | 8 | 6 | 9 | 8 | X | Small Blend |
TSNIX | T. Rowe Price Science & Tech I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
PASTX | T. Rowe Price Science & Tech Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
PRSCX | T. Rowe Price Science & Tech | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | X | Technology |
TRLAX | T. Rowe Price Retirement Inc 2020 | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2020 |
TRFKX | T. Rowe Price Retirement I 2065 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2065+ |
TRPLX | T. Rowe Price Retirement I 2060 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2060 |
TRPNX | T. Rowe Price Retirement I 2055 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2055 |
TRPMX | T. Rowe Price Retirement I 2050 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2050 |
TRPKX | T. Rowe Price Retirement I 2045 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2045 |
TRPDX | T. Rowe Price Retirement I 2040 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2040 |
TRPJX | T. Rowe Price Retirement I 2035 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2035 |
TRPCX | T. Rowe Price Retirement I 2030 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2030 |
TRPHX | T. Rowe Price Retirement I 2025 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2025 |
TRBRX | T. Rowe Price Retirement I 2020 I | Owns companies we recommend for divestment | 22 | 28 | 39 | 43 | X | Target-Date 2020 |
TBLOX | T. Rowe Price Retirement Blend 2065 I | Owns companies we recommend for divestment | 36 | 38 | 52 | 59 | X | Target-Date 2065+ |
TRBPX | T. Rowe Price Retirement Blend 2065 | Owns companies we recommend for divestment | 36 | 38 | 52 | 59 | X | Target-Date 2065+ |
TBLNX | T. Rowe Price Retirement Blend 2060 I | Owns companies we recommend for divestment | 36 | 38 | 52 | 59 | X | Target-Date 2060 |
TRBNX | T. Rowe Price Retirement Blend 2060 | Owns companies we recommend for divestment | 36 | 38 | 52 | 59 | X | Target-Date 2060 |
TBLMX | T. Rowe Price Retirement Blend 2055 I | Owns companies we recommend for divestment | 36 | 38 | 52 | 59 | X | Target-Date 2055 |
TRBOX | T. Rowe Price Retirement Blend 2055 | Owns companies we recommend for divestment | 36 | 38 | 52 | 59 | X | Target-Date 2055 |
TBLLX | T. Rowe Price Retirement Blend 2050 I | Owns companies we recommend for divestment | 36 | 38 | 52 | 59 | |