SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | V | Moderate Allocation |
ACEAX | AB All China Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ACEYX | AB All China Equity Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
AMTOX | AB All Market Real Return 1 | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
AMTTX | AB All Market Real Return 2 | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
AMTIX | AB All Market Real Return I | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
AMTKX | AB All Market Real Return K | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
AMTRX | AB All Market Real Return R | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 7 | 5 | 14 | 10 | X | Global Large-Stock Blend |
ABWAX | AB All Market Total Return A | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
ABWYX | AB All Market Total Return Advisor | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
ABWCX | AB All Market Total Return C | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
ABWIX | AB All Market Total Return I | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
ABWKX | AB All Market Total Return K | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
ABWRX | AB All Market Total Return R | Owns companies we recommend for divestment | 10 | 14 | 16 | 16 | X | Moderate Allocation |
WPASX | AB Concentrated Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSGX | AB Concentrated Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPCSX | AB Concentrated Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSIX | AB Concentrated Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSKX | AB Concentrated Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPRSX | AB Concentrated Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
WPSZX | AB Concentrated Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Growth |
CIAGX | AB Concentrated International Growth A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
CIGYX | AB Concentrated International Growth Adv | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
CICGX | AB Concentrated International Growth C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Foreign Large Growth |
ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
ADGKX | AB Core Opportunities K | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
ADGRX | AB Core Opportunities R | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 3 | 5 | 6 | 7 | X | Large Blend |
CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CHCKX | AB Discovery Growth K | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CHCRX | AB Discovery Growth R | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
ABASX | AB Discovery Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABYSX | AB Discovery Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABCSX | AB Discovery Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSIX | AB Discovery Value I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSKX | AB Discovery Value K | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSRX | AB Discovery Value R | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ABSZX | AB Discovery Value Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
FWD | AB Disruptors ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 8 | 5 | X | Global Large-Stock Growth |
SNEMX | AB Emerging Markets | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ABAEX | AB Emerging Markets Multi-Asset A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABYEX | AB Emerging Markets Multi-Asset Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABCEX | AB Emerging Markets Multi-Asset C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABIEX | AB Emerging Markets Multi-Asset I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABKEX | AB Emerging Markets Multi-Asset K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABREX | AB Emerging Markets Multi-Asset R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABZEX | AB Emerging Markets Multi-Asset Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUICX | AB Equity Income C | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIKX | AB Equity Income K | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIRX | AB Equity Income R | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 4 | 4 | 5 | X | Large Value |
GCEAX | AB Global Core Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Global Large-Stock Blend |
GCEYX | AB Global Core Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Global Large-Stock Blend |
GCECX | AB Global Core Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 7 | X | Global Large-Stock Blend |
AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGRFX | AB Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGRYX | AB Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGRCX | AB Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGFIX | AB Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGFKX | AB Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AGFRX | AB Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
ISARX | AB International Strategic Core A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
ISRYX | AB International Strategic Core Advisor | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
ISCRX | AB International Strategic Core C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
ISZRX | AB International Strategic Core Z | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Foreign Large Blend |
ABIAX | AB International Value A | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
ABICX | AB International Value C | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
AIVIX | AB International Value I | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
AIVKX | AB International Value K | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
AIVRX | AB International Value R | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Foreign Large Value |
APGAX | AB Large Cap Growth A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGYX | AB Large Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGCX | AB Large Cap Growth C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ALLIX | AB Large Cap Growth I | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ALCKX | AB Large Cap Growth K | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
ABPRX | AB Large Cap Growth R | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
APGZX | AB Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
CABDX | AB Relative Value A | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
CBBKX | AB Relative Value K | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
CBBRX | AB Relative Value R | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 4 | 4 | 7 | 7 | X | Large Value |
AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
AUUKX | AB Select US Equity K | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
AUURX | AB Select US Equity R | Owns companies we recommend for divestment | 5 | 9 | 10 | 12 | X | Large Blend |
SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
QUASX | AB Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAYX | AB Small Cap Growth Advisor | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUACX | AB Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAIX | AB Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAKX | AB Small Cap Growth K | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUARX | AB Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
QUAZX | AB Small Cap Growth Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
SCAVX | AB Small Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
SCYVX | AB Small Cap Value Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
SCCVX | AB Small Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Small Value |
ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEYX | AB Sustainable Global Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATECX | AB Sustainable Global Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
AGTIX | AB Sustainable Global Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEKX | AB Sustainable Global Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATERX | AB Sustainable Global Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
ATEZX | AB Sustainable Global Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Global Large-Stock Growth |
AWPZX | AB Sustainable International Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPKX | AB Sustainable Intl Thematic K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
AWPRX | AB Sustainable Intl Thematic R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Growth |
ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPYX | AB Sustainable Thematic Bal Port Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPCX | AB Sustainable Thematic Bal Port C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APWIX | AB Sustainable Thematic Bal Port I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APWKX | AB Sustainable Thematic Bal Port K | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
APPRX | AB Sustainable Thematic Bal Port R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
ABPZX | AB Sustainable Thematic Balanced Port Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Moderate Allocation |
SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 3 | V | Large Growth |
ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 3 | 9 | 9 | 10 | X | Global Large-Stock Blend |
HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 3 | 7 | 12 | 8 | X | Large Value |
LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 3 | 6 | 5 | 8 | X | Large Blend |
ABVAX | AB Value A | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVYX | AB Value Advisor | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVCX | AB Value C | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVIX | AB Value I | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVKX | AB Value K | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
ABVRX | AB Value R | Owns companies we recommend for divestment | 1 | 5 | 5 | 5 | X | Large Value |
AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWAKX | AB Wealth Appreciation Strategy K | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
AWARX | AB Wealth Appreciation Strategy R | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Global Large-Stock Blend |
GIGAX | abrdn Emerging Mkts Sust Ldrs A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGCX | abrdn Emerging Mkts Sust Ldrs C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGIX | abrdn Emerging Mkts Sust Ldrs Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIRRX | abrdn Emerging Mkts Sust Ldrs R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
GIGSX | abrdn Emerging Mkts SustLdrs InstlSvc | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | V | Global Large-Stock Growth |
BJBIX | abrdn International Sust Ldrs A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
JIEIX | abrdn International Sust Ldrs I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Foreign Large Growth |
MLSAX | abrdn US Sust Ldrs Smlr Coms A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
GGUIX | abrdn US Sust Ldrs Smlr Coms Instl | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
AELSX | abrdn US Sust Ldrs Smlr Coms InstlSvc | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
GLSRX | abrdn US Sust Ldrs Smlr Coms R | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | V | Small Growth |
GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
GXXCX | abrdn US Sustainable Leaders C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | V | Large Growth |
AEMZX | Acadian Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
AEMGX | Acadian Emerging Markets Investor | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
AEMVX | Acadian Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AGPIX | AGF Global Sustainable Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
AGPRX | AGF Global Sustainable Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Growth |
AKRIX | Akre Focus Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
AKREX | Akre Focus Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
AKRSX | Akre Focus Supra Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Large Growth |
SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 5 | 7 | V | Large Growth |
CBEAX | Allspring C&B Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBLLX | Allspring C&B Large Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBECX | Allspring C&B Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBLSX | Allspring C&B Large Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBEJX | Allspring C&B Large Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 1 | 5 | X | Large Value |
CBMAX | Allspring C&B Mid Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMIX | Allspring C&B Mid Cap Value Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMCX | Allspring C&B Mid Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMSX | Allspring C&B Mid Cap Value Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
CBMYX | Allspring C&B Mid Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Value |
SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 4 | X | Mid-Cap Blend |
WDSAX | Allspring Disciplined Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Blend |
EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
EVSHX | Allspring Disciplined US Core R | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 4 | 11 | 13 | 15 | X | Large Blend |
EKOAX | Allspring Discovery All Cap Growth A | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
EOMYX | Allspring Discovery All Cap Growth Admin | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
EKOCX | Allspring Discovery All Cap Growth C | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
EKONX | Allspring Discovery All Cap Growth Inst | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
EKORX | Allspring Discovery All Cap Growth R | Owns companies we recommend for divestment | 2 | 4 | 3 | 7 | X | Large Growth |
WFSTX | Allspring Discovery Innovation A | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
WFTDX | Allspring Discovery Innovation Admin | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
WFTCX | Allspring Discovery Innovation C | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
WFTIX | Allspring Discovery Innovation Instl | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Technology |
STAEX | Allspring Discovery Large Cap Gr A | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
WECDX | Allspring Discovery Large Cap Gr Admin | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
WECCX | Allspring Discovery Large Cap Gr C | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
WFCIX | Allspring Discovery Large Cap Gr Inst | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
WECRX | Allspring Discovery Large Cap Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 3 | 5 | X | Large Growth |
SENAX | Allspring Discovery Mid Cap Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
SEPKX | Allspring Discovery Mid Cap Growth Admin | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
WENCX | Allspring Discovery Mid Cap Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
WFEIX | Allspring Discovery Mid Cap Growth Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
WENRX | Allspring Discovery Mid Cap Growth R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Mid-Cap Growth |
EGWDX | Allspring Discovery Small Cap Gr Adm | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWCX | Allspring Discovery Small Cap Gr C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGRYX | Allspring Discovery Small Cap Gr Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
EGWRX | Allspring Discovery Small Cap Gr R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Growth |
WFDAX | Allspring Discovery SMID Cap Gr A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDDX | Allspring Discovery SMID Cap Gr Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WDSCX | Allspring Discovery SMID Cap Gr C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDSX | Allspring Discovery SMID Cap Gr Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDRX | Allspring Discovery SMID Cap Gr R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 5 | 2 | 9 | X | Moderately Aggressive Allocation |
ADTAX | Allspring Dynamic Target 2065 A | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
ADTDX | Allspring Dynamic Target 2065 Admin | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
ADTCX | Allspring Dynamic Target 2065 C | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
ADTYX | Allspring Dynamic Target 2065 R4 | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
ADTZX | Allspring Dynamic Target 2065 R6 | Owns companies we recommend for divestment | 36 | 34 | 59 | 54 | X | Target-Date 2065+ |
WEMAX | Allspring Emerging Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WFGDX | Allspring Emerging Growth Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMCX | Allspring Emerging Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEMIX | Allspring Emerging Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
WEGRX | Allspring Emerging Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EQIAX | Allspring Emerging Markets Eq Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQICX | Allspring Emerging Markets Eq Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIHX | Allspring Emerging Markets Eq Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGAX | Allspring Emerging Markets Equity A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGYX | Allspring Emerging Markets Equity Adm | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGCX | Allspring Emerging Markets Equity C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGNX | Allspring Emerging Markets Equity Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMGDX | Allspring Emerging Markets Equity R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
| Allspring Factor Enhanced Em Mkt Eq | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Diversified Emerging Mkts |
| Allspring Factor Enhanced Intern Eq | Owns companies we recommend for divestment | 10 | 6 | 21 | 10 | X | Foreign Large Blend |
| Allspring Factor Enhanced Lrg Cp Eq | Owns companies we recommend for divestment | 19 | 22 | 30 | 35 | X | Large Blend |
| Allspring Factor Enhanced Small Cap Eq | Owns companies we recommend for divestment | 6 | 6 | 5 | 9 | X | Small Blend |
SGRAX | Allspring Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
SGRKX | Allspring Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
WGFCX | Allspring Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
SGRNX | Allspring Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
SGRHX | Allspring Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
WFILX | Allspring Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
SFAAX | Allspring Index Asset Allocation A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
WFAIX | Allspring Index Asset Allocation Admin | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
WFALX | Allspring Index Asset Allocation C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
WFATX | Allspring Index Asset Allocation Instl | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Moderate Allocation |
WFINX | Allspring Index C | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
WFERX | Allspring International Equity R | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 0 | X | Foreign Large Value |
EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGOHX | Allspring Large Cap Core R | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | X | Large Blend |
STAFX | Allspring Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
STDFX | Allspring Large Cap Growth Admin | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
STOFX | Allspring Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
STNFX | Allspring Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
STMFX | Allspring Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
SLGRX | Allspring Large Cap Growth R4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
STFFX | Allspring Large Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 6 | 5 | X | Large Growth |
WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 5 | 10 | 14 | 11 | X | Large Value |
SOPVX | Allspring Opportunity A | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
WOFDX | Allspring Opportunity Admin | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
WFOPX | Allspring Opportunity C | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
WOFNX | Allspring Opportunity Inst | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
WOFRX | Allspring Opportunity R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 6 | X | Large Growth |
EKWAX | Allspring Precious Metals A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWDX | Allspring Precious Metals Admin | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWCX | Allspring Precious Metals C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKWYX | Allspring Precious Metals Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
EKJAX | Allspring Premier Large Co Gr A | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
EKJRX | Allspring Premier Large Co Gr R4 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 1 | 3 | 4 | 5 | X | Large Growth |
WFSMX | Allspring Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSDX | Allspring Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WSCDX | Allspring Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSSX | Allspring Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSJX | Allspring Small Cap R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Small Blend |
WFSAX | Allspring Small Company Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
NVSCX | Allspring Small Company Growth Admin | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSMCX | Allspring Small Company Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSCGX | Allspring Small Company Growth Inst | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
WSCRX | Allspring Small Company Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Growth |
SCVAX | Allspring Small Company Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
SCVIX | Allspring Small Company Value Admin | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
SCVFX | Allspring Small Company Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
SCVNX | Allspring Small Company Value Inst | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
SCVJX | Allspring Small Company Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Small Value |
EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Global Small/Mid Stock |
ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Blend |
EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
EIVTX | Allspring Special Large Cap Value R | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 6 | 6 | 8 | X | Large Value |
WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
WFHHX | Allspring Special Mid Cap Value R | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Mid-Cap Value |
ESPAX | Allspring Special Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPIX | Allspring Special Small Cap Value Adm | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPCX | Allspring Special Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPNX | Allspring Special Small Cap Value Inst | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPHX | Allspring Special Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
| Allspring U.S. REIT Portfolio | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Utilities |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Europe Stock |
OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 5 | X | Technology |
OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 6 | 6 | 9 | 10 | X | Large Value |
OUSM | ALPS O'Shares US Sm-Cp Qul Div ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Small Blend |
INAAX | ALPS/Kotak India ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INFCX | ALPS/Kotak India ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDIX | ALPS/Kotak India ESG I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDSX | ALPS/Kotak India ESG II | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
INDAX | ALPS/Kotak India ESG Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | India Equity |
AMIDX | Amana Developing World Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMDWX | Amana Developing World Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
AMIGX | Amana Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
AMAGX | Amana Growth Investor | Owns companies we recommend for divestment | 1 | 3 | 3 | 3 | V | Large Growth |
AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 1 | V | Large Blend |
ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 11 | 10 | 17 | X | Large Value |
AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 4 | 3 | 2 | 6 | X | Small Value |
ABINX | American Century Balanced I | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Moderate Allocation |
TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Moderate Allocation |
ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Moderate Allocation |
ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
ACDFX | American Century Disciplined Growth G | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 2 | 3 | 10 | 5 | X | Large Growth |
AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 3 | 11 | 10 | 13 | X | Large Value |
AECLX | American Century Emerg Mkts Sm Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECHX | American Century Emerg Mkts Sm Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECVX | American Century Emerg Mkts Sm Cp Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECMX | American Century Emerg Mkts Sm Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AECTX | American Century Emerg Mkts Sm Cp R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEMMX | American Century Emerging Markets A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ACECX | American Century Emerging Markets C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ACADX | American Century Emerging Markets G | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AMKIX | American Century Emerging Markets I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
TWMIX | American Century Emerging Markets Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMRX | American Century Emerging Markets R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEGMX | American Century Emerging Markets R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEDMX | American Century Emerging Markets R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEYMX | American Century Emerging Markets Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AECSX | American Century Emerging Mkts Sm Cp I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
BEQAX | American Century Equity Growth A | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 4 | 9 | 16 | 13 | X | Large Blend |
TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 7 | 5 | 7 | X | Large Value |
FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 5 | 4 | 5 | X | Large Value |
ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 3 | X | Large Growth |
AGGRX | American Century Focused Global Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGLCX | American Century Focused Global Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGGIX | American Century Focused Global Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
TWGGX | American Century Focused Global Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGORX | American Century Focused Global Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGFGX | American Century Focused Global Gr R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGGDX | American Century Focused Global Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AGYGX | American Century Focused Global Gr Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Growth |
AFCLX | American Century Focused Intl Gr A | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCHX | American Century Focused Intl Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCGX | American Century Focused Intl Gr G | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCSX | American Century Focused Intl Gr I | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCNX | American Century Focused Intl Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCWX | American Century Focused Intl Gr R | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
AFCMX | American Century Focused Intl Gr R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 3 | X | Foreign Large Growth |
ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 5 | 4 | 4 | X | Large Value |
ACGGX | American Century Global Gold A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGYCX | American Century Global Gold C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGNX | American Century Global Gold I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BGEIX | American Century Global Gold Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
AGGWX | American Century Global Gold R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
ARYMX | American Century Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYTX | American Century Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ACIWX | American Century Global Real Estate G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYNX | American Century Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYVX | American Century Global Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYWX | American Century Global Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYGX | American Century Global Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYDX | American Century Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARYYX | American Century Global Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGCLX | American Century Global Small Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Global Small/Mid Stock |
TCRAX | American Century Growth A | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
TWRCX | American Century Growth C | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
ACIHX | American Century Growth G | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
TWGIX | American Century Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
TWCGX | American Century Growth Inv | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
AGWRX | American Century Growth R | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
ATHAX | American Century Heritage A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
AHGCX | American Century Heritage C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ACILX | American Century Heritage G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHIX | American Century Heritage I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TWHIX | American Century Heritage Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHWX | American Century Heritage R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHGX | American Century Heritage R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHDX | American Century Heritage R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
ATHYX | American Century Heritage Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 2 | 0 | 4 | X | Foreign Large Growth |
AIVOX | American Century International Opps A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIOCX | American Century International Opps C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACIOX | American Century International Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIOIX | American Century International Opps Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIORX | American Century International Opps R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
MEQAX | American Century International Val A | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
ACCOX | American Century International Val C | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
ACVRX | American Century International Val R | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
ACAFX | American Century International Value G | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
ACVUX | American Century International Value I | Owns companies we recommend for divestment | 4 | 4 | 6 | 4 | X | Foreign Large Value |
ANTMX | American Century Intl Sm-Md Cp G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 2 | 5 | 7 | 5 | X | Large Blend |
MID | American Century Mid Cap Gr Impact ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Mid-Cap Growth |
ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 4 | 0 | 2 | X | Mid-Cap Value |
ANVLX | American Century Non-US Intrs Val A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTGX | American Century Non-US Intrs Val G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVHX | American Century Non-US Intrs Val I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVRX | American Century Non-US Intrs Val R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Foreign Large Value |
QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 9 | 4 | 13 | 3 | X | Foreign Large Blend |
AREEX | American Century Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYCX | American Century Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REAIX | American Century Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
REACX | American Century Real Estate Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREWX | American Century Real Estate R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARREX | American Century Real Estate R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AREDX | American Century Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ARYEX | American Century Real Estate Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
TWCAX | American Century Select A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ACSLX | American Century Select C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWSIX | American Century Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
TWCIX | American Century Select Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASERX | American Century Select R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASLGX | American Century Select R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASDEX | American Century Select R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
ASLWX | American Century Select Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 5 | X | Large Growth |
AMAHX | American Century Small Cap Dividend A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMALX | American Century Small Cap Dividend G | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAFX | American Century Small Cap Dividend I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAEX | American Century Small Cap Dividend Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAJX | American Century Small Cap Dividend R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AMAKX | American Century Small Cap Dividend R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
ANOAX | American Century Small Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANOCX | American Century Small Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANOHX | American Century Small Cap Growth G | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANONX | American Century Small Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANOIX | American Century Small Cap Growth Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANORX | American Century Small Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANOGX | American Century Small Cap Growth R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANODX | American Century Small Cap Growth R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ANOYX | American Century Small Cap Growth Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 3 | X | Small Growth |
ACSCX | American Century Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVNX | American Century Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVHX | American Century Small Cap Value G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ACVIX | American Century Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVIX | American Century Small Cap Value Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVRX | American Century Small Cap Value R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVGX | American Century Small Cap Value R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVDX | American Century Small Cap Value R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASVYX | American Century Small Cap Value Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ASQAX | American Century Small Company A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQCX | American Century Small Company C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCQX | American Century Small Company I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQIX | American Century Small Company Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASCRX | American Century Small Company R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
ASQGX | American Century Small Company R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
VALQ | American Century STOXX US Qlty Val ETF | Owns companies we recommend for divestment | 9 | 9 | 17 | 15 | X | Large Value |
AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 1 | 6 | 7 | 11 | V | Large Blend |
ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 3 | 7 | 7 | V | Large Growth |
TWUAX | American Century Ultra® A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWCCX | American Century Ultra® C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULNX | American Century Ultra® G | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWUIX | American Century Ultra® I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
TWCUX | American Century Ultra® Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULRX | American Century Ultra® R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULGX | American Century Ultra® R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULDX | American Century Ultra® R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
AULYX | American Century Ultra® Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Large Growth |
QGRO | American Century US Quality Growth ETF | Owns companies we recommend for divestment | 5 | 3 | 8 | 8 | X | Large Growth |
BULIX | American Century Utilities Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Utilities |
TWADX | American Century Value A | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
ACLCX | American Century Value C | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
AVLIX | American Century Value I | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
AVURX | American Century Value R | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
AVUYX | American Century Value Y | Owns companies we recommend for divestment | 5 | 10 | 10 | 12 | X | Large Value |
AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2030 |
AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 25 | 28 | 38 | 38 | X | Target-Date 2035 |
AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 29 | 38 | 38 | X | Target-Date 2040 |
AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2045 |
AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 24 | 28 | 37 | 38 | X | Target-Date 2050 |
AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2055 |
AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2060 |
AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 23 | 25 | 36 | 35 | X | Target-Date 2065+ |
FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 7 | 8 | 10 | 13 | X | Large Growth |
FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 10 | 12 | 16 | 20 | X | Moderate Allocation |
FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 8 | 9 | 10 | 16 | X | Large Value |
CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 8 | 8 | 9 | 13 | X | Global Allocation |
CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 11 | 11 | 21 | 21 | X | Global Large-Stock Blend |
FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 2 | 0 | 1 | 1 | X | Diversified Emerging Mkts |
CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 5 | 3 | 10 | 4 | X | Foreign Large Growth |
FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 12 | 11 | 18 | 20 | X | Large Blend |
FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 7 | 7 | 13 | 16 | X | Global Allocation |
CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 9 | 10 | 10 | 12 | X | Global Large-Stock Blend |
CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 11 | 16 | 17 | 21 | X | Large Growth |
CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 9 | 10 | 9 | 12 | X | Moderately Aggressive Allocation |
CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 3 | X | Foreign Large Growth |
CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 9 | 3 | 9 | 3 | X | Foreign Large Blend |
FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 11 | 8 | 16 | 18 | X | Large Blend |
FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 7 | 10 | 15 | 14 | X | Global Large-Stock Growth |
FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 10 | 10 | 17 | 17 | X | Global Large-Stock Growth |
FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
NEWFX | American Funds New World A | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
NEWCX | American Funds New World C | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 9 | 4 | 18 | 10 | X | Diversified Emerging Mkts |
FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 3 | 3 | 3 | 3 | X | Global Small/Mid Stock |
FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 11 | 11 | 17 | 19 | X | Large Blend |
BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | V | Global Large-Stock Growth |
BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Natural Resources |
APPIX | Appleseed Institutional | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Allocation |
APPLX | Appleseed Investor | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Global Allocation |
ARAIX | Ariel Fund Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARGFX | Ariel Fund Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Value |
ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 4 | 1 | 5 | 7 | X | Technology |
ARKF | ARK Fintech Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Technology |
ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
ARKK | ARK Innovation ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 9 | 2 | X | Technology |
ARKW | ARK Next Generation Internet ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Technology |
ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 5 | 1 | 5 | 10 | X | Technology |
APDYX | Artisan Developing World Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHYX | Artisan Developing World Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ARTYX | Artisan Developing World Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APDTX | Artisan Focus Fund Advisor | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
APHTX | Artisan Focus Fund Institutional | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
ARTTX | Artisan Focus Fund Investor | Owns companies we recommend for divestment | 2 | 2 | 2 | 2 | X | Large Growth |
APDDX | Artisan Global Discovery Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APHDX | Artisan Global Discovery Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APFDX | Artisan Global Discovery Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Global Small/Mid Stock |
APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Growth |
APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Growth |
ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Global Large-Stock Growth |
APDRX | Artisan Global Opportunities Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
APHRX | Artisan Global Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
ARTRX | Artisan Global Opportunities Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 4 | 2 | X | Global Large-Stock Growth |
APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 5 | 1 | X | Global Large-Stock Value |
APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Foreign Large Growth |
ARDBX | Artisan International Explorer Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
ARHBX | Artisan International Explorer Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Blend |
APHIX | Artisan International Institutional | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Foreign Large Growth |
ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Foreign Large Growth |
APDJX | Artisan International Small-Mid Advisor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
APHJX | Artisan International Small-Mid Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
ARTJX | Artisan International Small-Mid Investor | Owns companies we recommend for divestment | 2 | 1 | 1 | 1 | X | Foreign Small/Mid Growth |
APDKX | Artisan International Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Foreign Large Blend |
APDMX | Artisan Mid Cap Advisor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
APHMX | Artisan Mid Cap Institutional | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
ARTMX | Artisan Mid Cap Investor | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
APDQX | Artisan Mid Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
APHQX | Artisan Mid Cap Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
ARTQX | Artisan Mid Cap Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 1 | X | Mid-Cap Value |
APDNX | Artisan Select Equity Advisor | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Large Blend |
APDSX | Artisan Small Cap Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
APHSX | Artisan Small Cap Institutional | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ARTSX | Artisan Small Cap Investor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
APDEX | Artisan Sustainable Emerging Markets Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Large Value |
APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 2 | 4 | 1 | 6 | X | Large Value |
APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 2 | 4 | 1 | 6 | X | Large Value |
APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 2 | 4 | 1 | 6 | X | Large Value |
APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Large Value |
ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 3 | 4 | 5 | 7 | X | Large Value |
ESAGX | Ashmore Emerging Markets Equity ESG A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESCGX | Ashmore Emerging Markets Equity ESG C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
ESIGX | Ashmore Emerging Markets Equity ESG Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | V | Large Blend |
AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 18 | 7 | 34 | 13 | V | Foreign Large Blend |
AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 16 | 25 | 27 | 40 | V | Large Blend |
CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 1 | 3 | 6 | 11 | V | Large Blend |
NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 1 | V | Global Large-Stock Blend |
ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BARIX | Baron Asset Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BARUX | Baron Asset R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BARAX | Baron Asset Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
BGRIX | Baron Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRUX | Baron Growth R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BGRFX | Baron Growth Retail | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
BEOIX | Barrow Hanley Concentrated EM ESG Opps I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BVSIX | Baywood Socially Responsible Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Value |
IRCSX | Bernstein International Small Cap SCB | Owns companies we recommend for divestment | 2 | 2 | 1 | 0 | X | Foreign Small/Mid Blend |
STESX | Bernstein International Strat Eqs SCB | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Foreign Large Blend |
SCRSX | Bernstein Small Cap Core SCB | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
BLSIX | BlackRock Advantage Emerging Mkts Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSAX | BlackRock Advantage Emerging Mkts Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSCX | BlackRock Advantage Emerging Mkts Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BLSKX | BlackRock Advantage Emerging Mkts K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
MAGCX | BlackRock Advantage Global Institutional | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
MDGCX | BlackRock Advantage Global Investor A | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
MCGCX | BlackRock Advantage Global Investor C | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
MKGCX | BlackRock Advantage Global K | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
MRGSX | BlackRock Advantage Global R | Owns companies we recommend for divestment | 9 | 15 | 28 | 24 | X | Global Large-Stock Blend |
BROIX | BlackRock Advantage International Instl | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
BROAX | BlackRock Advantage International Inv A | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
BROCX | BlackRock Advantage International Inv C | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
BROKX | BlackRock Advantage International K | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
BGORX | BlackRock Advantage International R | Owns companies we recommend for divestment | 9 | 4 | 19 | 11 | X | Foreign Large Blend |
MALRX | BlackRock Advantage Large Cap Core Instl | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
MDLRX | BlackRock Advantage Large Cap Core Inv A | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
MCLRX | BlackRock Advantage Large Cap Core Inv C | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
MLRKX | BlackRock Advantage Large Cap Core K | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
MRLRX | BlackRock Advantage Large Cap Core R | Owns companies we recommend for divestment | 5 | 12 | 13 | 18 | X | Large Blend |
CMVIX | BlackRock Advantage Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
BMCAX | BlackRock Advantage Large Cap Gr Inv A | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
BMCCX | BlackRock Advantage Large Cap Gr Inv C | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
BMCKX | BlackRock Advantage Large Cap Gr K | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
BMCRX | BlackRock Advantage Large Cap Gr R | Owns companies we recommend for divestment | 3 | 6 | 9 | 10 | X | Large Growth |
MALVX | BlackRock Advantage Large Cap Val Instl | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
MDLVX | BlackRock Advantage Large Cap Val Inv A | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
MCLVX | BlackRock Advantage Large Cap Val Inv C | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
MLVKX | BlackRock Advantage Large Cap Val K | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
MRLVX | BlackRock Advantage Large Cap Val R | Owns companies we recommend for divestment | 8 | 12 | 14 | 19 | X | Large Value |
BDSIX | BlackRock Advantage Small Cap Core Instl | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
BDSAX | BlackRock Advantage Small Cap Core Inv A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
BDSCX | BlackRock Advantage Small Cap Core Inv C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
BDSKX | BlackRock Advantage Small Cap Core K | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Small Blend |
PSGIX | BlackRock Advantage Small Cap Gr Instl | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
CSGEX | BlackRock Advantage Small Cap Gr Inv A | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
PSGKX | BlackRock Advantage Small Cap Gr K | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
BSGRX | BlackRock Advantage Small Cap Gr R | Owns companies we recommend for divestment | 4 | 2 | 4 | 5 | X | Small Growth |
MASPX | BlackRock Advantage SMID Cap Instl | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
MDSPX | BlackRock Advantage SMID Cap Inv A | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
MCSPX | BlackRock Advantage SMID Cap Inv C | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
MKSPX | BlackRock Advantage SMID Cap K | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
MRSPX | BlackRock Advantage SMID Cap R | Owns companies we recommend for divestment | 6 | 2 | 3 | 6 | X | Mid-Cap Blend |
MAFGX | BlackRock Capital Appreciation Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MDFGX | BlackRock Capital Appreciation Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MCFGX | BlackRock Capital Appreciation Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
BFGBX | BlackRock Capital Appreciation K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
MRFGX | BlackRock Capital Appreciation R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
CHILX | BlackRock China A Opportunities Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
CHKLX | BlackRock China A Opportunities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | China Region |
BIDEX | BlackRock Defensive Advantage EM Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BADEX | BlackRock Defensive Advantage EM Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BKDEX | BlackRock Defensive Advantage EM K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BDAYX | BlackRock Defensive Advantage Intl Instl | Owns companies we recommend for divestment | 6 | 0 | 9 | 2 | X | Foreign Large Blend |
BDAAX | BlackRock Defensive Advantage Intl Inv A | Owns companies we recommend for divestment | 6 | 0 | 9 | 2 | X | Foreign Large Blend |
BKDIX | BlackRock Defensive Advantage Intl K | Owns companies we recommend for divestment | 6 | 0 | 9 | 2 | X | Foreign Large Blend |
BIDUX | BlackRock Defensive Advantage US Instl | Owns companies we recommend for divestment | 5 | 7 | 8 | 10 | X | Large Blend |
BADUX | BlackRock Defensive Advantage US Inv A | Owns companies we recommend for divestment | 5 | 7 | 8 | 10 | X | Large Blend |
BKDUX | BlackRock Defensive Advantage US K | Owns companies we recommend for divestment | 5 | 7 | 8 | 10 | X | Large Blend |
MADCX | BlackRock Emerging Mkts Instl | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
MDDCX | BlackRock Emerging Mkts Inv A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
MCDCX | BlackRock Emerging Mkts Inv C | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
MKDCX | BlackRock Emerging Mkts K | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Diversified Emerging Mkts |
BACIX | BlackRock Energy Opportunities Instl | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
BACAX | BlackRock Energy Opportunities Inv A | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
BACCX | BlackRock Energy Opportunities Inv C | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Equity Energy |
MADVX | BlackRock Equity Dividend Instl | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
MDDVX | BlackRock Equity Dividend Inv A | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
MCDVX | BlackRock Equity Dividend Inv C | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
MKDVX | BlackRock Equity Dividend K | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
MRDVX | BlackRock Equity Dividend R | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
MSDVX | BlackRock Equity Dividend Svc | Owns companies we recommend for divestment | 5 | 8 | 7 | 11 | X | Large Value |
MAEFX | BlackRock EuroFund Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
MDEFX | BlackRock EuroFund Inv A | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
MCEFX | BlackRock EuroFund Inv C | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
MKEFX | BlackRock Eurofund K | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
MREFX | BlackRock EuroFund R | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | X | Europe Stock |
STSEX | BlackRock Exchange BlackRock | Owns companies we recommend for divestment | 1 | 4 | 2 | 3 | X | Large Blend |
BECO | BlackRock Future Climate and Sus Eco ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Global Large-Stock Blend |
BPAY | BlackRock Future Financial and Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Technology |
BMED | BlackRock Future Health ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Health |
BFTR | BlackRock Future Innovators ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Mid-Cap Growth |
BTEK | BlackRock Future Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Technology |
BTHM | Blackrock Future US Themes ETF | Owns companies we recommend for divestment | 2 | 4 | 3 | 5 | X | Large Growth |
BIDVX | BlackRock GA Disciplined Vol Eq Instl | Owns companies we recommend for divestment | 2 | 8 | 11 | 8 | X | Global Large-Stock Blend |
BGDVX | BlackRock GA Disciplined Volatility Eq K | Owns companies we recommend for divestment | 2 | 8 | 11 | 8 | X | Global Large-Stock Blend |
BIEEX | BlackRock GA Dynamic Eq Instl | Owns companies we recommend for divestment | 4 | 10 | 8 | 13 | X | Global Large-Stock Blend |
BGEEX | BlackRock GA Dynamic Eq K | Owns companies we recommend for divestment | 4 | 10 | 8 | 13 | X | Global Large-Stock Blend |
MALOX | BlackRock Global Allocation Instl | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
MDLOX | BlackRock Global Allocation Inv A | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
MCLOX | BlackRock Global Allocation Inv C | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
MKLOX | BlackRock Global Allocation K | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
MRLOX | BlackRock Global Allocation R | Owns companies we recommend for divestment | 4 | 15 | 18 | 17 | X | Global Allocation |
BIBDX | BlackRock Global Dividend Instl | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BABDX | BlackRock Global Dividend Inv A | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BCBDX | BlackRock Global Dividend Inv C | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BKBDX | BlackRock Global Dividend K | Owns companies we recommend for divestment | 2 | 2 | 1 | 4 | X | Global Large-Stock Value |
BGIMX | BlackRock Global Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
BGAMX | BlackRock Global Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
BGKMX | BlackRock Global Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Global Large-Stock Growth |
SHSSX | BlackRock Health Sciences Opps Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHSAX | BlackRock Health Sciences Opps Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHSCX | BlackRock Health Sciences Opps Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHSKX | BlackRock Health Sciences Opps K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
BHSRX | BlackRock Health Sciences Opps R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
SHISX | BlackRock Health Sciences Opps Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 1 | X | Health |
BINFX | BlackRock Infrastructure Sust Opps Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINAX | BlackRock Infrastructure Sust Opps Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BINKX | BlackRock Infrastructure Sust Opps K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BISIX | BlackRock International Dividend Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
BREAX | BlackRock International Dividend Inv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
BRECX | BlackRock International Dividend Inv C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
BREKX | BlackRock International Dividend K | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Foreign Large Blend |
BIBHX | BlackRock International Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIBGX | BlackRock International Impact Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
BIKMX | BlackRock International Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | V | Foreign Large Growth |
MAILX | BlackRock International Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MDILX | BlackRock International Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MCILX | BlackRock International Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MKILX | BlackRock International K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
BIFRX | BlackRock International R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Foreign Large Blend |
MAFOX | BlackRock Large Cap Focus Growth Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MDFOX | BlackRock Large Cap Focus Growth Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MCFOX | BlackRock Large Cap Focus Growth Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MKFOX | BlackRock Large Cap Focus Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
MABAX | BlackRock Large Cap Focus Value Instl | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
MDBAX | BlackRock Large Cap Focus Value Inv A | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
MCBAX | BlackRock Large Cap Focus Value Inv C | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
MBVKX | BlackRock Large Cap Focus Value K | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
MRBVX | BlackRock Large Cap Focus Value R | Owns companies we recommend for divestment | 3 | 3 | 5 | 6 | X | Large Value |
LENIX | BlackRock LifePath ESG Index 2030 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
LENAX | BlackRock LifePath ESG Index 2030 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
LENKX | BlackRock LifePath ESG Index 2030 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2030 |
LEJIX | BlackRock LifePath ESG Index 2035 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
LEJAX | BlackRock LifePath ESG Index 2035 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
LEJKX | BlackRock LifePath ESG Index 2035 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2035 |
LEKIX | BlackRock LifePath ESG Index 2040 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
LEKAX | BlackRock LifePath ESG Index 2040 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
LEKKX | BlackRock LifePath ESG Index 2040 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2040 |
LEHIX | BlackRock LifePath ESG Index 2045 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
LEHAX | BlackRock LifePath ESG Index 2045 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
LEHKX | BlackRock LifePath ESG Index 2045 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2045 |
LEGIX | BlackRock LifePath ESG Index 2050 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
LEBAX | BlackRock LifePath ESG Index 2050 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
LEPKX | BlackRock LifePath ESG Index 2050 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2050 |
LEEIX | BlackRock LifePath ESG Index 2055 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
LEVAX | BlackRock LifePath ESG Index 2055 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
LEVKX | BlackRock LifePath ESG Index 2055 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2055 |
LEZIX | BlackRock LifePath ESG Index 2060 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
LEZAX | BlackRock LifePath ESG Index 2060 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
LEZKX | BlackRock LifePath ESG Index 2060 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2060 |
LEWIX | BlackRock LifePath ESG Index 2065 Instl | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
LEWAX | BlackRock LifePath ESG Index 2065 Inv A | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
LEWKX | BlackRock LifePath ESG Index 2065 K | Owns companies we recommend for divestment | 49 | 31 | 84 | 48 | V | Target-Date 2065+ |
LINIX | BlackRock LifePath® Index 2030 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LINAX | BlackRock LifePath® Index 2030 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LIDPX | BlackRock LifePath® Index 2030 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LINKX | BlackRock LifePath® Index 2030 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2030 |
LIJIX | BlackRock LifePath® Index 2035 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIJAX | BlackRock LifePath® Index 2035 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIJPX | BlackRock LifePath® Index 2035 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIJKX | BlackRock LifePath® Index 2035 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2035 |
LIKIX | BlackRock LifePath® Index 2040 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIKAX | BlackRock LifePath® Index 2040 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIKPX | BlackRock LifePath® Index 2040 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIKKX | BlackRock LifePath® Index 2040 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2040 |
LIHIX | BlackRock LifePath® Index 2045 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIHAX | BlackRock LifePath® Index 2045 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIHPX | BlackRock LifePath® Index 2045 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIHKX | BlackRock LifePath® Index 2045 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2045 |
LIPIX | BlackRock LifePath® Index 2050 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIPAX | BlackRock LifePath® Index 2050 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIPPX | BlackRock LifePath® Index 2050 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIPKX | BlackRock LifePath® Index 2050 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2050 |
LIVIX | BlackRock LifePath® Index 2055 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIVAX | BlackRock LifePath® Index 2055 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIVPX | BlackRock LifePath® Index 2055 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIVKX | BlackRock LifePath® Index 2055 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2055 |
LIZIX | BlackRock LifePath® Index 2060 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIZAX | BlackRock LifePath® Index 2060 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIZPX | BlackRock LifePath® Index 2060 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIZKX | BlackRock LifePath® Index 2060 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2060 |
LIWIX | BlackRock LifePath® Index 2065 Instl | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
LIWAX | BlackRock LifePath® Index 2065 Inv A | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
LIWPX | BlackRock LifePath® Index 2065 Inv P | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
LIWKX | BlackRock LifePath® Index 2065 K | Owns companies we recommend for divestment | 51 | 36 | 83 | 57 | X | Target-Date 2065+ |
CMGIX | BlackRock Mid-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
BMGAX | BlackRock Mid-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
BMGCX | BlackRock Mid-Cap Growth Equity Inv C | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
BMGKX | BlackRock Mid-Cap Growth Equity K | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
BMRRX | BlackRock Mid-Cap Growth Equity R | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
CMGSX | BlackRock Mid-Cap Growth Equity Svc | Owns companies we recommend for divestment | 2 | 1 | 2 | 3 | X | Mid-Cap Growth |
MARFX | BlackRock Mid-Cap Value Institutional | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
MDRFX | BlackRock Mid-Cap Value Investor A | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
MCRFX | BlackRock Mid-Cap Value Investor C | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
MJRFX | BlackRock Mid-Cap Value K | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
MRRFX | BlackRock Mid-Cap Value R | Owns companies we recommend for divestment | 6 | 3 | 4 | 6 | X | Mid-Cap Value |
MAGRX | BlackRock Natural Resources Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
MDGRX | BlackRock Natural Resources Inv A | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
MCGRX | BlackRock Natural Resources Inv C | Owns companies we recommend for divestment | 1 | 0 | 2 | 1 | X | Natural Resources |
BIREX | BlackRock Real Estate Securities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BAREX | BlackRock Real Estate Securities Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BCREX | BlackRock Real Estate Securities Inv C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
BSMDX | BlackRock SMID-Cap Growth Equity Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
BSDAX | BlackRock SMID-Cap Growth Equity Inv A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
BSDKX | BlackRock SMID-Cap Growth Equity K | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
BRZIX | BlackRock Sus Adg Intl Eq Ins | Owns companies we recommend for divestment | 8 | 5 | 19 | 10 | V | Foreign Large Blend |
BRZAX | BlackRock Sus Adg Intl Eq Inv A | Owns companies we recommend for divestment | 8 | 5 | 19 | 10 | V | Foreign Large Blend |
BRZKX | BlackRock Sus Adg Intl Eq K | Owns companies we recommend for divestment | 8 | 5 | 19 | 10 | V | Foreign Large Blend |
BLZIX | BlackRock Sustainable Adg EM Eq Ins | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
BLZAX | BlackRock Sustainable Adg EM Eq Inv A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
BLZKX | BlackRock Sustainable Adg EM Eq K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
BIRAX | BlackRock Sustainable Adg Lg Cp Cr A | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
BIRCX | BlackRock Sustainable Adg Lg Cp Cr C | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
BIRIX | BlackRock Sustainable Adg Lg Cp Cr Instl | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
BIRKX | BlackRock Sustainable Adg Lg Cp Cr K | Owns companies we recommend for divestment | 4 | 11 | 12 | 16 | V | Large Blend |
MAPCX | BlackRock Sustainable Em Mkts Eq Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MDPCX | BlackRock Sustainable Em Mkts Eq Inv A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MPCKX | BlackRock Sustainable Em Mkts Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
MRPCX | BlackRock Sustainable Em Mkts Eq R | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BSUIX | BlackRock Sustainable Intntl Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
BSIAX | BlackRock Sustainable Intntl Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
BKSIX | BlackRock Sustainable Intntl Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Foreign Large Blend |
BESGX | BlackRock Sustainable US Growth Eq Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BASGX | BlackRock Sustainable US Growth Eq Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BSGKX | BlackRock Sustainable US Growth Eq K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | V | Large Growth |
BSUVX | BlackRock Sustainable US Value Eq Ins | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
BSVAX | BlackRock Sustainable US Value Eq Inv A | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
BSVKX | BlackRock Sustainable US Value Eq K | Owns companies we recommend for divestment | 2 | 6 | 3 | 6 | V | Large Value |
BGSIX | BlackRock Technology Opportunities Instl | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
BGSAX | BlackRock Technology Opportunities Inv A | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
BGSCX | BlackRock Technology Opportunities Inv C | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
BTEKX | BlackRock Technology Opportunities K | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
BGSRX | BlackRock Technology Opportunities R | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
BSTSX | BlackRock Technology Opportunities Svc | Owns companies we recommend for divestment | 1 | 3 | 6 | 5 | X | Technology |
DYNF | BlackRock U.S. Equity Factor Rttn ETF | Owns companies we recommend for divestment | 1 | 8 | 9 | 9 | X | Large Blend |
MAEGX | BlackRock Unconstrained Equity Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MDEGX | BlackRock Unconstrained Equity Inv A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MCEGX | BlackRock Unconstrained Equity Inv C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
MREGX | BlackRock Unconstrained Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 3 | X | Global Large-Stock Growth |
LCTU | BlackRock US Carbon Transition Rdnss ETF | Owns companies we recommend for divestment | 9 | 18 | 24 | 24 | V | Large Blend |
BIBFX | BlackRock US Impact Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
BUAMX | BlackRock US Impact Investor A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
BUKMX | BlackRock US Impact K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Mid-Cap Growth |
LCTD | BlackRock World ex US Cbn Tnstn Rdns ETF | Owns companies we recommend for divestment | 10 | 6 | 14 | 10 | V | Foreign Large Blend |
DRLAX | BNY Mellon Developed Markets RE Scs - A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DGBCX | BNY Mellon Developed Markets RE Scs - C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLIX | BNY Mellon Developed Markets RE Scs - I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DRLYX | BNY Mellon Developed Markets RE Scs - Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
DTCAX | BNY Mellon Sust US Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DTCCX | BNY Mellon Sust US Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DRTCX | BNY Mellon Sust US Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
DTCYX | BNY Mellon Sust US Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
BKES | BNY Mellon Sustainable Glbl Em Mkts ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BKIS | BNY Mellon Sustainable Intl Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | V | Foreign Large Blend |
DRTHX | BNY Mellon Sustainable US Eq Fd Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
BKUS | BNY Mellon Sustainable US Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 6 | V | Large Blend |
BCEMX | Boston Common ESG Impact Em Mkts | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
BCAIX | Boston Common ESG Impact Intl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Foreign Large Blend |
BCAMX | Boston Common ESG Impact US Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 5 | 5 | V | Large Blend |
BPGSX | Boston Partners Global Sustainablty Ins | Owns companies we recommend for divestment | 3 | 3 | 7 | 5 | V | Global Large-Stock Value |
BTBFX | Boston Trust Asset Management | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | V | Moderately Aggressive Allocation |
BTEFX | Boston Trust Equity | Owns companies we recommend for divestment | 1 | 4 | 4 | 6 | V | Large Blend |
BTMFX | Boston Trust Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BTSMX | Boston Trust SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
WSBFX | Boston Trust Walden Balanced | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 4 | 7 | V | Moderately Aggressive Allocation |
WSEFX | Boston Trust Walden Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 3 | 7 | V | Large Blend |
WIEFX | Boston Trust Walden International Eq | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | V | Foreign Large Blend |
WAMFX | Boston Trust Walden Midcap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BOSOX | Boston Trust Walden Small Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Small Blend |
WASMX | Boston Trust Walden SMID Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Mid-Cap Blend |
BISAX | Brandes International Small Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
BINCX | Brandes International Small Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
BISMX | Brandes International Small Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
BISRX | Brandes International Small Cap EquityR6 | Owns companies we recommend for divestment | 2 | 1 | 2 | 0 | X | Foreign Small/Mid Value |
LEGDX | BrandywineGLOBAL - Small Cap Value A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGEX | BrandywineGLOBAL - Small Cap Value C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGFX | BrandywineGLOBAL - Small Cap Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGGX | BrandywineGLOBAL - Small Cap Value Is | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LEGHX | BrandywineGLOBAL - Small Cap Value R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
LBWAX | BrandywineGLOBAL Div US Large Value A | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
LBWCX | BrandywineGLOBAL Div US Large Value C | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
LBWIX | BrandywineGLOBAL Div US Large Value I | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
LBISX | BrandywineGLOBAL Div US Large Value IS | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
LBDRX | BrandywineGLOBAL Div US Large Value R | Owns companies we recommend for divestment | 5 | 8 | 11 | 14 | X | Large Value |
DVAL | BrandywineGLOBAL Dyn US Lrg Cap Val ETF | Owns companies we recommend for divestment | 4 | 8 | 7 | 8 | X | Large Value |
BBIEX | Bridge Builder International Equity | Owns companies we recommend for divestment | 16 | 7 | 25 | 14 | X | Foreign Large Blend |
BBGLX | Bridge Builder Large Cap Growth | Owns companies we recommend for divestment | 10 | 8 | 19 | 20 | X | Large Growth |
BBVLX | Bridge Builder Large Cap Value | Owns companies we recommend for divestment | 24 | 26 | 31 | 42 | X | Large Value |
BBGSX | Bridge Builder Small/Mid Cap Growth | Owns companies we recommend for divestment | 9 | 8 | 9 | 16 | X | Mid-Cap Growth |
BBVSX | Bridge Builder Small/Mid Cap Value | Owns companies we recommend for divestment | 20 | 17 | 18 | 27 | X | Mid-Cap Value |
BBTIX | Bridge Builder Tax Managed Intl Eq | Owns companies we recommend for divestment | 4 | 5 | 13 | 8 | X | Foreign Large Blend |
BBTLX | Bridge Builder Tax Managed Large Cap | Owns companies we recommend for divestment | 14 | 16 | 25 | 26 | X | Large Blend |
BBTSX | Bridge Builder Tax Managed Sm/Md Cp | Owns companies we recommend for divestment | 16 | 12 | 14 | 22 | X | Mid-Cap Blend |
GRSIX | Brookfield Global Rnwbls & Sst Infrs I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
BADAX | Brown Advisory Equity Income Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BAFDX | Brown Advisory Equity Income Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BIADX | Brown Advisory Equity Income Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 5 | X | Large Blend |
BAFAX | Brown Advisory Flexible Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BAFFX | Brown Advisory Flexible Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BIAFX | Brown Advisory Flexible Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 5 | 6 | X | Large Growth |
BAFLX | Brown Advisory Global Leaders Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
BIALX | Brown Advisory Global Leaders Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 2 | X | Global Large-Stock Growth |
BAGAX | Brown Advisory Growth Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BAFGX | Brown Advisory Growth Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BIAGX | Brown Advisory Growth Equity Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Large Growth |
BAUAX | Brown Advisory Small-Cap Fdmtl Val Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BAUUX | Brown Advisory Small-Cap Fdmtl Val Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BIAUX | Brown Advisory Small-Cap Fdmtl Val Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Blend |
BASAX | Brown Advisory Small-Cap Growth Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BAFSX | Brown Advisory Small-Cap Growth Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BIASX | Brown Advisory Small-Cap Growth Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BAWAX | Brown Advisory Sustainable Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BAFWX | Brown Advisory Sustainable Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BIAWX | Brown Advisory Sustainable Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
BAILX | Brown Advisory Sustainable Intl Ldrs Ins | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
BISLX | Brown Advisory Sustainable Intl Ldrs Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Foreign Large Growth |
BAFYX | Brown Advisory Sustainable Sml-Cp Cr Ins | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
BIAYX | Brown Advisory Sustainable Sml-Cp Cr Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Blend |
BAHAX | Brown Advisory WMC Strat Eurp Eq Adv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
BAFHX | Brown Advisory WMC Strat Eurp Eq Instl | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
BIAHX | Brown Advisory WMC Strat Eurp Eq Inv | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Europe Stock |
BCSSX | Brown Capital Mgmt Small Co Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
BCSIX | Brown Capital Mgmt Small Co Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
CSIFX | Calvert Balanced A | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
CSGCX | Calvert Balanced C | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
CBAIX | Calvert Balanced I | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
CBARX | Calvert Balanced R6 | Owns companies we recommend for divestment | 1 | 6 | 2 | 8 | V | Moderate Allocation |
CEFAX | Calvert Emerging Markets Advancement A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CEFIX | Calvert Emerging Markets Advancement I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMAX | Calvert Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMCX | Calvert Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMIX | Calvert Emerging Markets Equity I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CVMRX | Calvert Emerging Markets Equity R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Diversified Emerging Mkts |
CSIEX | Calvert Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CSECX | Calvert Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CEYIX | Calvert Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CEYRX | Calvert Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | V | Large Growth |
CRFAX | Calvert Focused Value A | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CRFCX | Calvert Focused Value C | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CRFIX | Calvert Focused Value I | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CRFRX | Calvert Focused Value R6 | Owns companies we recommend for divestment | 1 | 2 | 1 | 4 | V | Large Value |
CGAEX | Calvert Global Energy Solutions A | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
CGACX | Calvert Global Energy Solutions C | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
CAEIX | Calvert Global Energy Solutions I | Owns companies we recommend for divestment | 1 | 1 | 7 | 3 | V | Global Small/Mid Stock |
CGRAX | Calvert Global Real Estate A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGECX | Calvert Global Real Estate C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGEIX | Calvert Global Real Estate I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CGRRX | Calvert Global Real Estate R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Real Estate |
CFWAX | Calvert Global Water A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CFWCX | Calvert Global Water C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CFWIX | Calvert Global Water I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | V | Natural Resources |
CWVGX | Calvert International Equity A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVCX | Calvert International Equity C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CWVIX | Calvert International Equity I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CIESX | Calvert International Equity R6 | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Foreign Large Growth |
CIOAX | Calvert International Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COICX | Calvert International Opportunities C | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIIX | Calvert International Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
COIRX | Calvert International Opportunities R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Foreign Small/Mid Growth |
CVIE | Calvert International Responsible ETF | Owns companies we recommend for divestment | 11 | 5 | 15 | 8 | V | Foreign Large Blend |
CDHAX | Calvert International Responsible Idx A | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
CDHIX | Calvert International Responsible Idx I | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
CDHRX | Calvert International Responsible Idx R6 | Owns companies we recommend for divestment | 11 | 5 | 15 | 7 | V | Foreign Large Blend |
CCAFX | Calvert Mid-Cap A | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCACX | Calvert Mid-Cap C | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCPIX | Calvert Mid-Cap I | Owns companies we recommend for divestment | 1 | 2 | 2 | 2 | V | Mid-Cap Blend |
CCVAX | Calvert Small-Cap A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSCCX | Calvert Small-Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSVIX | Calvert Small-Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CALRX | Calvert Small-Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | V | Small Blend |
CSXAX | Calvert US Large Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CSXCX | Calvert US Large Cap Core Rspnb Idx C | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CISIX | Calvert US Large Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CSXRX | Calvert US Large Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 12 | 24 | 20 | 32 | V | Large Blend |
CGJAX | Calvert US Large Cap Growth Rspnb Idx A | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
CGJIX | Calvert US Large Cap Growth Rspnb Idx I | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
CLGRX | Calvert US Large Cap Growth Rspnb Idx R6 | Owns companies we recommend for divestment | 6 | 9 | 14 | 16 | V | Large Growth |
CFJAX | Calvert US Large Cap Value Rspnb Idx A | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
CFJIX | Calvert US Large Cap Value Rspnb Idx I | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
CLVRX | Calvert US Large Cap Value Rspnb Idx R6 | Owns companies we recommend for divestment | 10 | 20 | 13 | 22 | V | Large Value |
CVLC | Calvert US Large-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 12 | 25 | 20 | 32 | V | Large Blend |
CDEI | Calvert US Large-Cp Div, Eq AndIncETF | Owns companies we recommend for divestment | 7 | 14 | 10 | 19 | V | Large Blend |
CMJAX | Calvert US Mid Cap Core Rspnb Idx A | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
CMJIX | Calvert US Mid Cap Core Rspnb Idx I | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
CMCRX | Calvert US Mid Cap Core Rspnb Idx R6 | Owns companies we recommend for divestment | 11 | 10 | 10 | 15 | V | Mid-Cap Blend |
CVMC | Calvert US Mid-Cp Cor Rspnb ETF | Owns companies we recommend for divestment | 11 | 11 | 10 | 15 | V | Mid-Cap Blend |
CVSE | Calvert US Select Equity ETF | Owns companies we recommend for divestment | 3 | 7 | 8 | 11 | V | Large Blend |
CGUS | Capital Group Core Equity ETF | Owns companies we recommend for divestment | 8 | 4 | 13 | 15 | X | Large Blend |
CGDV | Capital Group Dividend Value ETF | Owns companies we recommend for divestment | 5 | 3 | 7 | 5 | X | Large Value |
CGGO | Capital Group Global Growth Equity ETF | Owns companies we recommend for divestment | 3 | 3 | 6 | 4 | X | Global Large-Stock Growth |
CGGR | Capital Group Growth ETF | Owns companies we recommend for divestment | 6 | 8 | 8 | 12 | X | Large Growth |
CGXU | Capital Group International Focus Eq ETF | Owns companies we recommend for divestment | 2 | 1 | 2 | 2 | X | Foreign Large Growth |
CUSEX | Capital Group US Equity | Owns companies we recommend for divestment | 6 | 6 | 7 | 11 | X | Large Growth |
CCSO | Carbon Collective Climate Sol US Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 0 | V | Large Blend |
HAGAX | Carillon Eagle Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
HAGCX | Carillon Eagle Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
HAGIX | Carillon Eagle Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
HAREX | Carillon Eagle Mid Cap Growth R3 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
HARSX | Carillon Eagle Mid Cap Growth R5 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
HRAUX | Carillon Eagle Mid Cap Growth R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
HRAYX | Carillon Eagle Mid Cap Growth Y | Owns companies we recommend for divestment | 1 | 0 | 0 | 2 | X | Mid-Cap Growth |
HRSCX | Carillon Eagle Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSCCX | Carillon Eagle Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSIIX | Carillon Eagle Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRRX | Carillon Eagle Small Cap Growth R3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRSX | Carillon Eagle Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRUX | Carillon Eagle Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
HSRYX | Carillon Eagle Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Growth |
CSMEX | Carillon Scout Mid Cap A | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
CSMFX | Carillon Scout Mid Cap C | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
UMBMX | Carillon Scout Mid Cap I | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
CSMRX | Carillon Scout Mid Cap R-3 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
CSMSX | Carillon Scout Mid Cap R-5 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
CSMUX | Carillon Scout Mid Cap R-6 | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
CSMZX | Carillon Scout Mid Cap Y | Owns companies we recommend for divestment | 5 | 1 | 4 | 5 | X | Mid-Cap Blend |
AAWVX | Cavanal Hill Mid Cap Diverse Ldrsp A | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
ACWVX | Cavanal Hill Mid Cap Diverse Ldrsp C | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
AIWVX | Cavanal Hill Mid Cap Diverse Ldrsp Instl | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
APWVX | Cavanal Hill Mid Cap Diverse Ldrsp Inv | Owns companies we recommend for divestment | 3 | 3 | 0 | 5 | V | Mid-Cap Blend |
QUAGX | CCM Core Impact Equity Fund Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
QAGIX | CCM Core Impact Equity Fund Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 5 | V | Large Blend |
QUSVX | CCM Small/Mid-Cap Impct Val Fd Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
QSVIX | CCM Small/Mid-Cap Impct Val Fd Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Small Value |
CBSE | Changebridge Capital Sustainable Eq ETF | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | V | Small Growth |
SHRAX | ClearBridge Aggressive Growth A | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
SAGCX | ClearBridge Aggressive Growth C | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
LMPFX | ClearBridge Aggressive Growth FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
SAGYX | ClearBridge Aggressive Growth I | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
LSIFX | ClearBridge Aggressive Growth IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
LMPRX | ClearBridge Aggressive Growth R | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Large Blend |
CACG | ClearBridge All Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 5 | V | Large Growth |
SHFVX | ClearBridge All Cap Value A | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
SFVCX | ClearBridge All Cap Value C | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
SFVYX | ClearBridge All Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
LSISX | ClearBridge All Cap Value IS | Owns companies we recommend for divestment | 2 | 2 | 5 | 2 | X | Large Value |
SHAPX | ClearBridge Appreciation A | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
SAPCX | ClearBridge Appreciation C | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
LMPIX | ClearBridge Appreciation FI | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
SAPYX | ClearBridge Appreciation I | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
LMESX | ClearBridge Appreciation IS | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
LMPPX | ClearBridge Appreciation R | Owns companies we recommend for divestment | 4 | 7 | 9 | 11 | X | Large Blend |
LCBOX | ClearBridge Dividend Strategy 1 | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
SOPAX | ClearBridge Dividend Strategy A | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
SBPLX | ClearBridge Dividend Strategy C | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
YLDE | ClearBridge Dividend Strategy ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 4 | V | Large Blend |
LBRIX | ClearBridge Dividend Strategy FI | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
SOPYX | ClearBridge Dividend Strategy I | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
LCBEX | ClearBridge Dividend Strategy IS | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
LMMRX | ClearBridge Dividend Strategy R | Owns companies we recommend for divestment | 2 | 4 | 4 | 6 | X | Large Blend |
CFCV | Clearbridge Focus Value ESG ETF | Owns companies we recommend for divestment | 1 | 5 | 3 | 6 | V | Large Blend |
RGAVX | ClearBridge Global Infrastructure Inc A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
CBGAX | ClearBridge Global Infrastructure Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGIVX | ClearBridge Global Infrastructure Inc I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
RGSVX | ClearBridge Global Infrastructure Inc IS | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Infrastructure |
LGGAX | ClearBridge International Growth A | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGTX | ClearBridge International Growth C | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGFX | ClearBridge International Growth FI | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGNX | ClearBridge International Growth I | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGPX | ClearBridge International Growth IS | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
LMGRX | ClearBridge International Growth R | Owns companies we recommend for divestment | 3 | 2 | 3 | 5 | X | Foreign Large Growth |
SBIEX | ClearBridge International Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
SBICX | ClearBridge International Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
SBIYX | ClearBridge International Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
LSIUX | ClearBridge International Value IS | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
LIORX | ClearBridge International Value R | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Foreign Large Value |
SBLGX | ClearBridge Large Cap Growth A | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
SLCCX | ClearBridge Large Cap Growth C | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
LRGE | ClearBridge Large Cap Growth ESG ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | V | Large Growth |
SBLYX | ClearBridge Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
LSITX | ClearBridge Large Cap Growth IS | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
LCMMX | ClearBridge Large Cap Growth O | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
LMPLX | ClearBridge Large Cap Growth R | Owns companies we recommend for divestment | 1 | 2 | 4 | 5 | X | Large Growth |
LCLIX | ClearBridge Large Cap Value 1 | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
SINAX | ClearBridge Large Cap Value A | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
SINOX | ClearBridge Large Cap Value C | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
SAIFX | ClearBridge Large Cap Value I | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
LMLSX | ClearBridge Large Cap Value IS | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
LCBVX | ClearBridge Large Cap Value R | Owns companies we recommend for divestment | 4 | 7 | 7 | 9 | X | Large Value |
SMCPX | ClearBridge Mid Cap 1 | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
SBMAX | ClearBridge Mid Cap A | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
SBMLX | ClearBridge Mid Cap C | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
LBGAX | ClearBridge Mid Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGCX | ClearBridge Mid Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LBGIX | ClearBridge Mid Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LCMIX | ClearBridge Mid Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
LCMRX | ClearBridge Mid Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
SMBYX | ClearBridge Mid Cap I | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
LSIRX | ClearBridge Mid Cap IS | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
LMREX | ClearBridge Mid Cap R | Owns companies we recommend for divestment | 1 | 3 | 2 | 4 | X | Mid-Cap Blend |
LCLAX | ClearBridge Select A | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
LCLCX | ClearBridge Select C | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
LCBSX | ClearBridge Select FI | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
LBFIX | ClearBridge Select I | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
LCSSX | ClearBridge Select IS | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
CBSCX | ClearBridge Select R | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Mid-Cap Growth |
LMSAX | ClearBridge Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
LMASX | ClearBridge Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
LGASX | ClearBridge Small Cap FI | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
LMPMX | ClearBridge Small Cap Growth 1 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SASMX | ClearBridge Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SCSMX | ClearBridge Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPSX | ClearBridge Small Cap Growth FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
SBPYX | ClearBridge Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMOIX | ClearBridge Small Cap Growth IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMPOX | ClearBridge Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Small Growth |
LMNSX | ClearBridge Small Cap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
LISGX | ClearBridge Small Cap IS | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
LMARX | ClearBridge Small Cap R | Owns companies we recommend for divestment | 1 | 1 | 1 | 1 | X | Small Blend |
SBVAX | ClearBridge Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
SBVLX | ClearBridge Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
SMCYX | ClearBridge Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
LCBIX | ClearBridge Small Cap Value IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
CLSUX | ClearBridge Sustainability Leaders A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
CAABX | ClearBridge Sustainability Leaders C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCSTX | ClearBridge Sustainability Leaders FI | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCISX | ClearBridge Sustainability Leaders I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
LCILX | ClearBridge Sustainability Leaders IS | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
CBSLX | ClearBridge Sustainability Leaders R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 7 | V | Large Blend |
INFR | ClearBridge Sustainable Infras ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Infrastructure |
CFLGX | ClearBridge Tactical Dividend Income A | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
SMDLX | ClearBridge Tactical Dividend Income C | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
LADIX | ClearBridge Tactical Dividend Income I | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
LCBDX | ClearBridge Tactical Dividend Income IS | Owns companies we recommend for divestment | 3 | 4 | 4 | 7 | X | Large Value |
LGVAX | ClearBridge Value A | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
LMVTX | ClearBridge Value C | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
LMVFX | ClearBridge Value FI | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
LMNVX | ClearBridge Value I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
CBVBX | ClearBridge Value IS | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
LMVRX | ClearBridge Value R | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Value |
CSEIX | Cohen & Steers Real Estate Securities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSCIX | Cohen & Steers Real Estate Securities C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREFX | Cohen & Steers Real Estate Securities F | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSDIX | Cohen & Steers Real Estate Securities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CIRRX | Cohen & Steers Real Estate Securities R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSZIX | Cohen & Steers Real Estate Securities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJAX | Cohen & Steers Realty Shares A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJCX | Cohen & Steers Realty Shares C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJIX | Cohen & Steers Realty Shares I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSRSX | Cohen & Steers Realty Shares L | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJRX | Cohen & Steers Realty Shares R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CSJZX | Cohen & Steers Realty Shares Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CESGX | Coho Relative Value ESG | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Large Value |
LACAX | Columbia Acorn A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CEARX | Columbia Acorn Adv | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
LIACX | Columbia Acorn C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CAEAX | Columbia Acorn European A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CLOFX | Columbia Acorn European Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAECX | Columbia Acorn European C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEZX | Columbia Acorn European Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEEX | Columbia Acorn European Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
CAEYX | Columbia Acorn European Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Europe Stock |
ACRNX | Columbia Acorn Inst | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CRBRX | Columbia Acorn Inst2 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CRBYX | Columbia Acorn Inst3 | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
LAIAX | Columbia Acorn International A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCIRX | Columbia Acorn International Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAICX | Columbia Acorn International C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ACINX | Columbia Acorn International Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CAIRX | Columbia Acorn International Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CCYIX | Columbia Acorn International Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CACRX | Columbia Acorn International R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
LAFAX | Columbia Acorn International Sel A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CILRX | Columbia Acorn International Sel Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
LFFCX | Columbia Acorn International Sel C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
ACFFX | Columbia Acorn International Sel Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CRIRX | Columbia Acorn International Sel Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
CSIRX | Columbia Acorn International Sel Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Large Growth |
LCCAX | Columbia Contrarian Core A | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
CORRX | Columbia Contrarian Core Adv | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
LCCCX | Columbia Contrarian Core C | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
SMGIX | Columbia Contrarian Core Inst | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
COFRX | Columbia Contrarian Core Inst2 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
COFYX | Columbia Contrarian Core Inst3 | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
CCCRX | Columbia Contrarian Core R | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
SGIEX | Columbia Contrarian Core V | Owns companies we recommend for divestment | 3 | 8 | 8 | 11 | X | Large Blend |
AQEAX | Columbia Disciplined Core A | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
CLCQX | Columbia Disciplined Core Adv | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
RDCEX | Columbia Disciplined Core C | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
CCRZX | Columbia Disciplined Core Inst | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
RSIPX | Columbia Disciplined Core Inst2 | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
CCQYX | Columbia Disciplined Core Inst3 | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
CLQRX | Columbia Disciplined Core R | Owns companies we recommend for divestment | 4 | 5 | 11 | 8 | X | Large Blend |
RDLAX | Columbia Disciplined Growth A | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
CGQFX | Columbia Disciplined Growth Adv | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
RDLCX | Columbia Disciplined Growth C | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
CLQZX | Columbia Disciplined Growth Inst | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
CQURX | Columbia Disciplined Growth Inst2 | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
CGQYX | Columbia Disciplined Growth Inst3 | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
CGQRX | Columbia Disciplined Growth R | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Large Growth |
RLCAX | Columbia Disciplined Value A | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
COLEX | Columbia Disciplined Value Adv | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
RDCCX | Columbia Disciplined Value C | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
CVQZX | Columbia Disciplined Value Inst | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
COLVX | Columbia Disciplined Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
COLYX | Columbia Disciplined Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
RLCOX | Columbia Disciplined Value R | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
CVQTX | Columbia Disciplined Value V | Owns companies we recommend for divestment | 3 | 4 | 9 | 7 | X | Large Value |
LBSAX | Columbia Dividend Income A | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
CVIRX | Columbia Dividend Income Adv | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
LBSCX | Columbia Dividend Income C | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
GSFTX | Columbia Dividend Income Inst | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
CDDRX | Columbia Dividend Income Inst2 | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
CDDYX | Columbia Dividend Income Inst3 | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
CDIRX | Columbia Dividend Income R | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
GEQAX | Columbia Dividend Income V | Owns companies we recommend for divestment | 4 | 7 | 7 | 11 | X | Large Value |
INUTX | Columbia Dividend Opportunity A | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
CDORX | Columbia Dividend Opportunity Adv | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
ACUIX | Columbia Dividend Opportunity C | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
CDOZX | Columbia Dividend Opportunity Inst | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
RSDFX | Columbia Dividend Opportunity Inst2 | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
CDOYX | Columbia Dividend Opportunity Inst3 | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
RSOOX | Columbia Dividend Opportunity R | Owns companies we recommend for divestment | 4 | 6 | 8 | 9 | X | Large Value |
XCEM | Columbia EM Core ex-China ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EEMAX | Columbia Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMHX | Columbia Emerging Markets Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EEMCX | Columbia Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ECON | Columbia Emerging Markets Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
UMEMX | Columbia Emerging Markets Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKRX | Columbia Emerging Markets Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEKYX | Columbia Emerging Markets Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CEMRX | Columbia Emerging Markets R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
CFIAX | Columbia Flexible Capital Income A | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
CFCRX | Columbia Flexible Capital Income Adv | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
CFIGX | Columbia Flexible Capital Income C | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
CFIZX | Columbia Flexible Capital Income Inst | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
CFXRX | Columbia Flexible Capital Income Inst2 | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
CFCYX | Columbia Flexible Capital Income Inst3 | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
CFIRX | Columbia Flexible Capital Income R | Owns companies we recommend for divestment | 3 | 3 | 6 | 6 | X | Moderate Allocation |
CTCAX | Columbia Global Technology Growth A | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CTYRX | Columbia Global Technology Growth Adv | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CTHCX | Columbia Global Technology Growth C | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CMTFX | Columbia Global Technology Growth Inst | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CTHRX | Columbia Global Technology Growth Inst2 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
CGTUX | Columbia Global Technology Growth Inst3 | Owns companies we recommend for divestment | 1 | 4 | 8 | 7 | X | Technology |
IEVAX | Columbia Global Value A | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
RSEVX | Columbia Global Value Adv | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
REVCX | Columbia Global Value C | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
CEVZX | Columbia Global Value Inst | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
RSEYX | Columbia Global Value Inst2 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
CEVYX | Columbia Global Value Inst3 | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
REVRX | Columbia Global Value R | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Global Large-Stock Value |
NGCAX | Columbia Greater China A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCHX | Columbia Greater China Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
NGCCX | Columbia Greater China C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
LNGZX | Columbia Greater China Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCRX | Columbia Greater China Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
CGCYX | Columbia Greater China Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
INCO | Columbia India Consumer ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | India Equity |
ILGCX | Columbia Integrated Large Cap Gr A | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
ILGFX | Columbia Integrated Large Cap Gr Adv | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
ILGDX | Columbia Integrated Large Cap Gr C | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
ILGHX | Columbia Integrated Large Cap Gr Ins 2 | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
ILGJX | Columbia Integrated Large Cap Gr Ins 3 | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
ILGGX | Columbia Integrated Large Cap Gr Instl | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
ILGEX | Columbia Integrated Large Cap Gr R | Owns companies we recommend for divestment | 3 | 4 | 7 | 7 | X | Large Growth |
ILVBX | Columbia Integrated Large Cap Val A | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
ILVEX | Columbia Integrated Large Cap Val Adv | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
ILVCX | Columbia Integrated Large Cap Val C | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
ILVGX | Columbia Integrated Large Cap Val Ins 2 | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
ILVHX | Columbia Integrated Large Cap Val Ins 3 | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
ILVFX | Columbia Integrated Large Cap Val Instl | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
ILVDX | Columbia Integrated Large Cap Val R | Owns companies we recommend for divestment | 2 | 6 | 6 | 8 | X | Large Value |
ISGDX | Columbia Integrated Small Cap Gr A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGLX | Columbia Integrated Small Cap Gr Adv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGFX | Columbia Integrated Small Cap Gr C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGOX | Columbia Integrated Small Cap Gr Ins 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGQX | Columbia Integrated Small Cap Gr Ins 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGNX | Columbia Integrated Small Cap Gr Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
ISGHX | Columbia Integrated Small Cap Gr R | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Growth |
CSVAX | Columbia International Div Inc A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CGOLX | Columbia International Div Inc Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSRCX | Columbia International Div Inc C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSVFX | Columbia International Div Inc Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CADPX | Columbia International Div Inc Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CLSYX | Columbia International Div Inc Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
CSGRX | Columbia International Div Inc R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 2 | X | Foreign Large Value |
ESGN | Columbia Intl ESG Equ Income ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 1 | V | Foreign Large Value |
NMIAX | Columbia Large Cap Enhanced Core A | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
CECFX | Columbia Large Cap Enhanced Core Adv | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
NMIMX | Columbia Large Cap Enhanced Core Inst | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
CLNCX | Columbia Large Cap Enhanced Core Inst2 | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
CECYX | Columbia Large Cap Enhanced Core Inst3 | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
CCERX | Columbia Large Cap Enhanced Core R | Owns companies we recommend for divestment | 5 | 9 | 14 | 12 | X | Large Blend |
LEGAX | Columbia Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
CCGRX | Columbia Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
LEGCX | Columbia Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
CLGEX | Columbia Large Cap Growth E | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
GEGTX | Columbia Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
CLWFX | Columbia Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
CGFYX | Columbia Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
NFEAX | Columbia Large Cap Growth Opp A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CSFRX | Columbia Large Cap Growth Opp Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
NFECX | Columbia Large Cap Growth Opp C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
NFEPX | Columbia Large Cap Growth Opp Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CADRX | Columbia Large Cap Growth Opp Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CLRYX | Columbia Large Cap Growth Opp Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CLGPX | Columbia Large Cap Growth Opp R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 3 | X | Large Growth |
CGWRX | Columbia Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
GAEGX | Columbia Large Cap Growth V | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 4 | X | Large Growth |
NEIAX | Columbia Large Cap Index A | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
NINDX | Columbia Large Cap Index Inst | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
CLXRX | Columbia Large Cap Index Inst2 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
CLPYX | Columbia Large Cap Index Inst3 | Owns companies we recommend for divestment | 15 | 20 | 29 | 31 | X | Large Blend |
INDZX | Columbia Large Cap Value A | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
RDERX | Columbia Large Cap Value Adv | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
ADECX | Columbia Large Cap Value C | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
CDVZX | Columbia Large Cap Value Inst | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
RSEDX | Columbia Large Cap Value Inst2 | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
CDEYX | Columbia Large Cap Value Inst3 | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
RDEIX | Columbia Large Cap Value R | Owns companies we recommend for divestment | 2 | 8 | 5 | 8 | X | Large Value |
NTIAX | Columbia Mid Cap Index A | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
NMPAX | Columbia Mid Cap Index Inst | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
CPXRX | Columbia Mid Cap Index Inst2 | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
CMDYX | Columbia Mid Cap Index Inst3 | Owns companies we recommend for divestment | 8 | 8 | 5 | 11 | X | Mid-Cap Blend |
COSAX | Columbia Overseas Core A | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
COSDX | Columbia Overseas Core Advisor | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
COSCX | Columbia Overseas Core C | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
COSNX | Columbia Overseas Core Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
COSTX | Columbia Overseas Core Institutional 2 | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
COSOX | Columbia Overseas Core Institutional 3 | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
COSRX | Columbia Overseas Core R | Owns companies we recommend for divestment | 2 | 0 | 2 | 0 | X | Foreign Large Blend |
COAVX | Columbia Overseas Value A | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
COSVX | Columbia Overseas Value Adv | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
COCVX | Columbia Overseas Value C | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
COSZX | Columbia Overseas Value Inst | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
COSSX | Columbia Overseas Value Inst2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
COSYX | Columbia Overseas Value Inst3 | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
COVUX | Columbia Overseas Value R | Owns companies we recommend for divestment | 2 | 1 | 3 | 1 | X | Foreign Large Value |
PISLX | Columbia Pyrford International Stck Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISOX | Columbia Pyrford International Stk Ins 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISQX | Columbia Pyrford International Stk Ins 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISDX | Columbia Pyrford International Stock A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISKX | Columbia Pyrford International Stock Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISEX | Columbia Pyrford International Stock C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
PISJX | Columbia Pyrford International Stock R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
CREAX | Columbia Real Estate Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRERX | Columbia Real Estate Equity Adv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRECX | Columbia Real Estate Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREEX | Columbia Real Estate Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRRVX | Columbia Real Estate Equity Inst2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CREYX | Columbia Real Estate Equity Inst3 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
CRSRX | Columbia Real Estate Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RECS | Columbia Research Enhanced Core ETF | Owns companies we recommend for divestment | 10 | 8 | 17 | 15 | X | Large Blend |
REVS | Columbia Research Enhanced Value ETF | Owns companies we recommend for divestment | 9 | 8 | 16 | 12 | X | Large Value |
IGLGX | Columbia Select Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CSGVX | Columbia Select Global Equity Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
RGCEX | Columbia Select Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CGEZX | Columbia Select Global Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
RGERX | Columbia Select Global Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CSEYX | Columbia Select Global Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
CGERX | Columbia Select Global Equity R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 4 | X | Global Large-Stock Growth |
NSGAX | Columbia Select Large Cap Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLSRX | Columbia Select Large Cap Equity Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NSGCX | Columbia Select Large Cap Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
NSEPX | Columbia Select Large Cap Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLCRX | Columbia Select Large Cap Equity Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
CLEYX | Columbia Select Large Cap Equity Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 5 | 4 | 5 | X | Large Blend |
ELGAX | Columbia Select Large Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CSRRX | Columbia Select Large Cap Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
ELGCX | Columbia Select Large Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
UMLGX | Columbia Select Large Cap Growth Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CGTRX | Columbia Select Large Cap Growth Inst2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
CCWRX | Columbia Select Large Cap Growth Inst3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
URLGX | Columbia Select Large Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 2 | X | Large Growth |
SLVAX | Columbia Select Large Cap Value A | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
CSERX | Columbia Select Large Cap Value Adv | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
SVLCX | Columbia Select Large Cap Value C | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
CSVZX | Columbia Select Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
SLVIX | Columbia Select Large Cap Value Inst2 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
CSRYX | Columbia Select Large Cap Value Inst3 | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
SLVRX | Columbia Select Large Cap Value R | Owns companies we recommend for divestment | 3 | 4 | 5 | 5 | X | Large Value |
CBSAX | Columbia Select Mid Cap Gro Fd A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CPGRX | Columbia Select Mid Cap Gro Fd AD | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CMCCX | Columbia Select Mid Cap Gro Fd C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CLSPX | Columbia Select Mid Cap Gro Fd I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CMGVX | Columbia Select Mid Cap Gro Fd I2 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CMGYX | Columbia Select Mid Cap Gro Fd I3 | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CMGRX | Columbia Select Mid Cap Gro Fd R | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CBSTX | Columbia Select Mid Cap Gro Fd V | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
CMUAX | Columbia Select Mid Cap Value A | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CFDRX | Columbia Select Mid Cap Value Adv | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CMUCX | Columbia Select Mid Cap Value C | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
NAMAX | Columbia Select Mid Cap Value Instl | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CVERX | Columbia Select Mid Cap Value Instl 2 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CMVYX | Columbia Select Mid Cap Value Instl 3 | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
CMVRX | Columbia Select Mid Cap Value R | Owns companies we recommend for divestment | 1 | 3 | 1 | 3 | X | Mid-Cap Value |
SSCVX | Columbia Select Small Cap Value A | Owns companies in our database, but no companies we recom |