TNRAX | 1290 Avantis U.S. Large Cap Growth A | Owns companies we recommend for divestment | 5 | 8 | 12 | 7 | X | Large Growth |
TNXIX | 1290 Avantis U.S. Large Cap Growth I | Owns companies we recommend for divestment | 5 | 8 | 12 | 7 | X | Large Growth |
ESCFX | 1290 Essex Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ESCJX | 1290 Essex Small Cap Growth I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ESCKX | 1290 Essex Small Cap Growth R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TNVAX | 1290 GAMCO Small/Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
TNVIX | 1290 GAMCO Small/Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
TNVRX | 1290 GAMCO Small/Mid Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
TNJIX | 1290 Retirement 2025 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2025 |
TNKIX | 1290 Retirement 2030 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2030 |
TNLIX | 1290 Retirement 2035 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2035 |
TNNIX | 1290 Retirement 2040 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2040 |
TNOIX | 1290 Retirement 2045 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2045 |
TNWIX | 1290 Retirement 2050 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2050 |
TNQIX | 1290 Retirement 2055 I | Owns companies we recommend for divestment | 74 | 48 | 124 | 60 | X | Target-Date 2055 |
TNBAX | 1290 SmartBeta Equity A | Owns companies we recommend for divestment | 12 | 11 | 21 | 18 | X | Global Large-Stock Blend |
TNBIX | 1290 SmartBeta Equity I | Owns companies we recommend for divestment | 12 | 11 | 21 | 18 | X | Global Large-Stock Blend |
TNBRX | 1290 SmartBeta Equity R | Owns companies we recommend for divestment | 12 | 11 | 21 | 18 | X | Global Large-Stock Blend |
DDDAX | 13D Activist A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
DDDCX | 13D Activist C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
DDDIX | 13D Activist I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
PSECX | 1789 Growth and Income C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
PSEPX | 1789 Growth and Income P | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
SBFAX | 1919 Financial Services A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
SFSLX | 1919 Financial Services C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
LMRIX | 1919 Financial Services I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Financial |
SSIAX | 1919 Socially Responsive Balanced A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Moderate Allocation |
SESLX | 1919 Socially Responsive Balanced C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Moderate Allocation |
LMRNX | 1919 Socially Responsive Balanced I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 2 | 5 | V | Moderate Allocation |
BDIV | AAM Brentview Dividend Growth ETF | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Large Value |
PFLD | AAM Low Duration Pref & Inc Secs ETF | Owns companies we recommend for divestment | 2 | 4 | 0 | 5 | X | Preferred Stock |
SPDV | AAM S&P 500 High Dividend Value ETF | Owns companies we recommend for divestment | 2 | 3 | 6 | 3 | X | Large Value |
SAWG | AAM Sawgrass U.S. Lg Cp Qual Gr ETF | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
SAWS | AAM Sawgrass U.S. Sm Cp Qual Gr ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
TRFM | AAM Transformers ETF | Owns companies we recommend for divestment | 6 | 5 | 10 | 10 | X | Technology |
AMFEX | AAMA Equity | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Blend |
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 | 3 | 3 | 17 | 6 | X | Global Large-Stock Blend |
AMTAX | AB All Market Real Return A | Owns companies we recommend for divestment | 3 | 3 | 17 | 6 | X | Global Large-Stock Blend |
AMTYX | AB All Market Real Return Advisor | Owns companies we recommend for divestment | 3 | 3 | 17 | 6 | X | Global Large-Stock Blend |
ACMTX | AB All Market Real Return C | Owns companies we recommend for divestment | 3 | 3 | 17 | 6 | X | Global Large-Stock Blend |
AMTZX | AB All Market Real Return Z | Owns companies we recommend for divestment | 3 | 3 | 17 | 6 | X | Global Large-Stock Blend |
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 |
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 in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
CIGYX | AB Concentrated International Growth Adv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
CICGX | AB Concentrated International Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Foreign Large Growth |
ADGAX | AB Core Opportunities A | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Blend |
ADGYX | AB Core Opportunities Advisor | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Blend |
ADGCX | AB Core Opportunities C | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Blend |
ADGIX | AB Core Opportunities I | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Blend |
ADGZX | AB Core Opportunities Z | Owns companies we recommend for divestment | 2 | 6 | 6 | 5 | X | Large Blend |
CHCLX | AB Discovery Growth A | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCYX | AB Discovery Growth Advisor | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCCX | AB Discovery Growth C | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCIX | AB Discovery Growth I | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
CHCZX | AB Discovery Growth Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 2 | X | Mid-Cap Growth |
ABASX | AB Discovery Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ABYSX | AB Discovery Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ABCSX | AB Discovery Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ABSIX | AB Discovery Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
ABSZX | AB Discovery Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Value |
FWD | AB Disruptors ETF | Owns companies we recommend for divestment | 4 | 2 | 11 | 5 | X | Global Large-Stock Growth |
SNEMX | AB Emerging Markets | Owns companies we recommend for divestment | 1 | 0 | 3 | 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 |
AUIAX | AB Equity Income A | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
AUIYX | AB Equity Income Advisor | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
AUICX | AB Equity Income C | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
AUIIX | AB Equity Income I | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
AUIZX | AB Equity Income Z | Owns companies we recommend for divestment | 2 | 3 | 3 | 5 | X | Large Value |
GCEAX | AB Global Core Equity A | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Global Large-Stock Blend |
GCEYX | AB Global Core Equity Advisor | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Global Large-Stock Blend |
GCECX | AB Global Core Equity C | Owns companies we recommend for divestment | 1 | 2 | 5 | 6 | X | Global Large-Stock Blend |
AREAX | AB Global Real Estate Investment A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARSYX | AB Global Real Estate Investment Advisor | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARECX | AB Global Real Estate Investment C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AEEIX | AB Global Real Estate Investment I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARIIX | AB Global Real Estate Investment II I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRKX | AB Global Real Estate Investment K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
ARRRX | AB Global Real Estate Investment R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AGRFX | AB Growth A | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
AGRYX | AB Growth Advisor | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
AGRCX | AB Growth C | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
AGFIX | AB Growth I | Owns companies we recommend for divestment | 1 | 4 | 3 | 4 | X | Large Growth |
ILOW | AB International Low Volatility Eq ETF | Owns companies we recommend for divestment | 3 | 1 | 5 | 2 | X | Foreign Large Blend |
IRCYX | AB International Small Cap Adv | Owns companies we recommend for divestment | 2 | 2 | 2 | 0 | X | Foreign Small/Mid Blend |
IRCZX | AB International Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 0 | X | Foreign Small/Mid Blend |
STEYX | AB International Strat Eqs Adv | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
STEZX | AB International Strat Eqs Z | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Foreign Large Blend |
ABIAX | AB International Value A | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
ABIYX | AB International Value Advisor | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
ABICX | AB International Value C | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Foreign Large Value |
AIVIX | AB International Value I | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | 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 |
ABVAX | AB Large Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
ABVYX | AB Large Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
ABVCX | AB Large Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
ABVIX | AB Large Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
ABVZX | AB Large Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Large Value |
ABMVX | AB Mid Cap Value Port Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Mid-Cap Value |
CABDX | AB Relative Value A | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Large Value |
CBBYX | AB Relative Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Large Value |
CBBCX | AB Relative Value C | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Large Value |
CBBIX | AB Relative Value I | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Large Value |
CBBZX | AB Relative Value Z | Owns companies we recommend for divestment | 3 | 3 | 4 | 3 | X | Large Value |
AUUAX | AB Select US Equity A | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
AUUYX | AB Select US Equity Advisor | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
AUUCX | AB Select US Equity C | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
AUUIX | AB Select US Equity I | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Large Blend |
ASLAX | AB Select US Long/Short A | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Long-Short Equity |
ASYLX | AB Select US Long/Short Advisor | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Long-Short Equity |
ASCLX | AB Select US Long/Short C | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Long-Short Equity |
ASILX | AB Select US Long/Short I | Owns companies we recommend for divestment | 2 | 7 | 8 | 9 | X | Long-Short Equity |
SCRYX | AB Small Cap Core Advisor | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Blend |
SCRZX | AB Small Cap Core Z | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Small Blend |
QUASX | AB Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUAYX | AB Small Cap Growth Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUACX | AB Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUAIX | AB Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUAKX | AB Small Cap Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUARX | AB Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
QUAZX | AB Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 0 | 2 | X | Small Growth |
SCAVX | AB Small Cap Value A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
SCYVX | AB Small Cap Value Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
SCCVX | AB Small Cap Value C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Small Value |
ALTFX | AB Sustainable Global Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 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 | 1 | 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 | 1 | 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 | 1 | 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 | 1 | 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 | 2 | V | Foreign Large Growth |
AWPAX | AB Sustainable Intl Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPYX | AB Sustainable Intl Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPCX | AB Sustainable Intl Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
AWPIX | AB Sustainable Intl Thematic I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | V | Foreign Large Growth |
ABPAX | AB Sustainable Thematic Bal Port A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | 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 | 2 | V | Moderate Allocation |
SUTAX | AB Sustainable US Thematic A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Large Growth |
FFTYX | AB Sustainable US Thematic Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Large Growth |
SUTCX | AB Sustainable US Thematic C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Large Growth |
SUTZX | AB Sustainable US Thematic Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 2 | V | Large Growth |
ATWAX | AB Tax-Managed Wealth Apprec Strat A | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Blend |
ATWYX | AB Tax-Managed Wealth Apprec Strat Adv | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Blend |
ATWCX | AB Tax-Managed Wealth Apprec Strat C | Owns companies we recommend for divestment | 2 | 6 | 8 | 7 | X | Global Large-Stock Blend |
HIDV | AB US High Dividend ETF | Owns companies we recommend for divestment | 2 | 9 | 9 | 10 | X | Large Value |
LRGC | AB US Large Cap Strategic Equities ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 6 | X | Large Blend |
LOWV | AB US Low Volatility Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 6 | 6 | X | Large Blend |
AWAAX | AB Wealth Appreciation Strategy A | Owns companies we recommend for divestment | 2 | 5 | 5 | 6 | X | Global Large-Stock Blend |
AWAYX | AB Wealth Appreciation Strategy Advisor | Owns companies we recommend for divestment | 2 | 5 | 5 | 6 | X | Global Large-Stock Blend |
AWACX | AB Wealth Appreciation Strategy C | Owns companies we recommend for divestment | 2 | 5 | 5 | 6 | X | Global Large-Stock Blend |
GOPAX | abrdn China A Share Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GOPCX | abrdn China A Share Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GOPSX | abrdn China A Share Equity I/S | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GOPIX | abrdn China A Share Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
GOPRX | abrdn China A Share Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
ADAVX | abrdn Dynamic Dividend A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Global Large-Stock Blend |
ADVDX | abrdn Dynamic Dividend Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Global Large-Stock Blend |
GEGAX | abrdn Emerging Markets A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GEGCX | abrdn Emerging Markets C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
JIEIX | abrdn Emerging Markets Dividend Class I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GLLAX | abrdn Emerging Markets ex-China A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GLLCX | abrdn Emerging Markets ex-China C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GWLIX | abrdn Emerging Markets ex-China Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GLLSX | abrdn Emerging Markets ex-China InstlSvc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GWLRX | abrdn Emerging Markets ex-China R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
ABEMX | abrdn Emerging Markets Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMSX | abrdn Emerging Markets Instl Svc | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GEMRX | abrdn Emerging Markets R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
GGUIX | abrdn Focused U.S. Small Cap Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
JETAX | abrdn Global Equity Impact A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Growth |
JETIX | abrdn Global Equity Impact Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 2 | V | Global Large-Stock Growth |
AIAFX | abrdn Global Infrastructure A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
AIFRX | abrdn Global Infrastructure Instl | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Infrastructure |
WVCCX | abrdn International Small Cp A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
CPVCX | abrdn International Small Cp C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
ABNIX | abrdn International Small Cp Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
WPVAX | abrdn International Small Cp R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
AIAGX | abrdn Realty Income & Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AIGYX | abrdn Realty Income & Growth Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
GSXAX | abrdn US Small Cap Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
GSXCX | abrdn US Small Cap Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
GSCIX | abrdn US Small Cap Equity Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
GSXIX | abrdn US Small Cap Equity Inst Svc | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
GNSRX | abrdn US Small Cap Equity R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
GXXAX | abrdn US Sustainable Leaders A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
GXXCX | abrdn US Sustainable Leaders C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
GGLIX | abrdn US Sustainable Leaders Instl | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
GXXIX | abrdn US Sustainable Leaders InstlSvc | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | V | Large Growth |
CAPOX | Absolute Capital Opportunities Instl | Owns companies we recommend for divestment | 1 | 4 | 5 | 5 | X | Equity Hedged |
ABEQ | Absolute Select Value ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Large Value |
AEMZX | Acadian Emerging Markets I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMGX | Acadian Emerging Markets Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AEMVX | Acadian Emerging Markets Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
AXMIX | Acclivity Mid Cap Multi-Style I | Owns companies we recommend for divestment | 11 | 7 | 7 | 14 | X | Mid-Cap Blend |
AXMNX | Acclivity Mid Cap Multi-Style N | Owns companies we recommend for divestment | 11 | 7 | 7 | 14 | X | Mid-Cap Blend |
AXVIX | Acclivity Small Cap Value I | Owns companies we recommend for divestment | 3 | 7 | 5 | 8 | X | Small Value |
AXVNX | Acclivity Small Cap Value N | Owns companies we recommend for divestment | 3 | 7 | 5 | 8 | X | Small Value |
ACREX | ACR Equity International Fund I Shares | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Foreign Small/Mid Blend |
ACROX | ACR Opportunity Fund I Shares | Owns companies we recommend for divestment | 1 | 2 | 2 | 1 | X | Tactical Allocation |
XVOL | Acruence Active Hedge US Equity ETF | Owns companies we recommend for divestment | 2 | 3 | 2 | 4 | X | Large Blend |
APIE | ActivePassive International Equity ETF | Owns companies we recommend for divestment | 7 | 4 | 15 | 6 | X | Foreign Large Blend |
APUE | ActivePassive U.S. Equity ETF | Owns companies we recommend for divestment | 10 | 12 | 22 | 17 | X | Large Blend |
AFMCX | Acuitas US Microcap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Small Blend |
RULE | Adaptive Core ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 1 | 2 | X | Moderate Allocation |
ADPV | Adaptiv™ Select ETF | Owns companies we recommend for divestment | 2 | 1 | 1 | 3 | X | Large Blend |
| Adara Smaller Companies | Owns companies we recommend for divestment | 7 | 8 | 5 | 12 | X | Small Growth |
JSTC | Adasina Social Justice All Cp Glbl ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Global Large-Stock Blend |
ADKSX | Adirondack Small Cap | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
ADLVX | Adler Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Value |
ACSMX | Advisors Capital Small/Mid Cap | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Growth |
ACUSX | Advisors Capital Total Return – Equity | Owns companies we recommend for divestment | 2 | 3 | 3 | 6 | X | Large Blend |
AADR | AdvisorShares Dorsey Wright ADR ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 1 | X | Foreign Large Growth |
CWS | AdvisorShares Focused Equity ETF | Owns companies we recommend for divestment | 1 | 0 | 0 | 3 | X | Mid-Cap Blend |
GK | AdvisorShares Gerber Kawasaki ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 4 | X | Large Growth |
BEDZ | AdvisorShares Hotel ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Consumer Cyclical |
SURE | AdvisorShares Insider Advantage ETF | Owns companies we recommend for divestment | 3 | 2 | 7 | 4 | X | Large Value |
PSIL | AdvisorShares Psychedelics ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
YOLO | AdvisorShares Pure Cannabis ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
EATZ | AdvisorShares Restaurant ETF | Owns companies we recommend for divestment | 1 | 4 | 0 | 1 | X | Consumer Cyclical |
VICE | AdvisorShares Vice ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
AVALX | Aegis Value I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
WLDR | Affinity World Leaders Equity ETF | Owns companies we recommend for divestment | 5 | 5 | 10 | 2 | X | Global Large-Stock Value |
FRAGX | Aggressive Growth Allocation | Owns companies we recommend for divestment | 74 | 51 | 123 | 61 | X | Aggressive Allocation |
AKRIX | Akre Focus Instl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
AKREX | Akre Focus Retail | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
AKRSX | Akre Focus Supra Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Large Growth |
MPAY | Akros Monthly Payout ETF | Owns companies we recommend for divestment | 2 | 4 | 7 | 6 | X | Moderate Allocation |
VALAX | Al Frank Adv | Owns companies we recommend for divestment | 2 | 7 | 9 | 7 | X | Large Value |
ENFR | Alerian Energy Infrastructure ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
AMLP | Alerian MLP ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Energy Limited Partnership |
ATFV | Alger 35 ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
ATVPX | Alger 35 Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | X | Large Growth |
AIFAX | Alger AI Enablers & Adopters A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
AAICX | Alger AI Enablers & Adopters C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
ALAI | Alger AI Enablers & Adopters ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
AIFIX | Alger AI Enablers & Adopters I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
AAIYX | Alger AI Enablers & Adopters Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
AAIZX | Alger AI Enablers & Adopters Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Technology |
ABLOX | Alger Balanced I-2 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Moderate Allocation |
ACAAX | Alger Capital Appreciation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ALCCX | Alger Capital Appreciation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ALARX | Alger Capital Appreciation Instl I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ACARX | Alger Capital Appreciation Instl R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ACAYX | Alger Capital Appreciation Instl Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ACIZX | Alger Capital Appreciation Instl Z-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALVOX | Alger Capital Appreciation Ptfl I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
| Alger Capital Appreciation S | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ACAZX | Alger Capital Appreciation Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
CNEAX | Alger Concentrated Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNECX | Alger Concentrated Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEQ | Alger Concentrated Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEIX | Alger Concentrated Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEYX | Alger Concentrated Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CNEZX | Alger Concentrated Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
SPEDX | Alger Dynamic Opportunities A | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Long-Short Equity |
ADOCX | Alger Dynamic Opportunities C | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Long-Short Equity |
ADOZX | Alger Dynamic Opportunities Z | Owns companies we recommend for divestment | 1 | 4 | 3 | 3 | X | Long-Short Equity |
AAEMX | Alger Emerging Markets A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ACEMX | Alger Emerging Markets C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AIEMX | Alger Emerging Markets I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AZEMX | Alger Emerging Markets Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ALAFX | Alger Focus Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALCFX | Alger Focus Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALGRX | Alger Focus Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALGYX | Alger Focus Equity Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
ALZFX | Alger Focus Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Large Growth |
CHUSX | Alger Global Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
CHUCX | Alger Global Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
AFGIX | Alger Global Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
AFGZX | Alger Global Equity Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 5 | X | Global Large-Stock Growth |
ALBAX | Alger Growth & Income A | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
ALBCX | Alger Growth & Income C | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
AIGOX | Alger Growth & Income I-2 | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
AGIZX | Alger Growth & Income Z | Owns companies we recommend for divestment | 2 | 5 | 9 | 6 | X | Large Blend |
AHSAX | Alger Health Sciences A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
AHSCX | Alger Health Sciences C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
AHSZX | Alger Health Sciences Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Health |
ALGAX | Alger International Opportunities A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
AFGPX | Alger International Opportunities B | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
ALGCX | Alger International Opportunities C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
AIGIX | Alger International Opportunities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
ALCZX | Alger International Opportunities Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Growth |
AAGOX | Alger Large Cap Growth I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Large Growth |
FRTY | Alger Mid Cap 40 ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Mid-Cap Growth |
ALOAX | Alger Mid Cap Focus A | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
ALOCX | Alger Mid Cap Focus C | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
AFOIX | Alger Mid Cap Focus I | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
ALOYX | Alger Mid Cap Focus Y | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
AFOZX | Alger Mid Cap Focus Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 2 | X | Mid-Cap Growth |
AMGAX | Alger Mid Cap Growth A | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
AMCGX | Alger Mid Cap Growth B | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
AMGCX | Alger Mid Cap Growth C | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
AMGOX | Alger Mid Cap Growth I-2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
ALMRX | Alger Mid Cap Growth Institutional I | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
AGIRX | Alger Mid Cap Growth Institutional R | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
AMCZX | Alger Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
ALMZX | Alger MidCap Growth Institutional Z-2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 2 | X | Mid-Cap Growth |
SPEGX | Alger Responsible Investing A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
AGFCX | Alger Responsible Investing C | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
AGIFX | Alger Responsible Investing I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
ALGZX | Alger Responsible Investing Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 7 | V | Large Growth |
AOFAX | Alger Small Cap Focus A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AOFCX | Alger Small Cap Focus C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AOFIX | Alger Small Cap Focus I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AOFYX | Alger Small Cap Focus Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AGOZX | Alger Small Cap Focus Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ALSAX | Alger Small Cap Growth A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ALSCX | Alger Small Cap Growth B | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AGSCX | Alger Small Cap Growth C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AASOX | Alger Small Cap Growth I-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ALSRX | Alger Small Cap Growth Institutional I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASIRX | Alger Small Cap Growth Institutional R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASCYX | Alger Small Cap Growth Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
ASCZX | Alger Small Cap Growth Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
AISZX | Alger SmallCap Growth Institutional Z-2 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
SPECX | Alger Spectra A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ASPCX | Alger Spectra C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ASPIX | Alger Spectra I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ASPYX | Alger Spectra Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
ASPZX | Alger Spectra Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | X | Large Growth |
AWEG | Alger Weatherbie Enduring Growth ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
ALMAX | Alger Weatherbie Specialized Growth A | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ALMCX | Alger Weatherbie Specialized Growth C | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ASIMX | Alger Weatherbie Specialized Growth I | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ASYMX | Alger Weatherbie Specialized Growth Y | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
ASMZX | Alger Weatherbie Specialized Growth Z | Owns companies we recommend for divestment | 1 | 2 | 1 | 1 | X | Small Growth |
SCSAX | Allspring Common Stock A | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCSDX | Allspring Common Stock Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
STSAX | Allspring Common Stock C | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCNSX | Allspring Common Stock Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 4 | X | Mid-Cap Blend |
SCSRX | Allspring Common Stock R6 | Owns companies we recommend for divestment | 1 | 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 | 0 | 1 | 0 | X | Small Blend |
NVSOX | Allspring Disciplined Small Cap Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
WSCOX | Allspring Disciplined Small Cap Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
WSCJX | Allspring Disciplined Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
EVSAX | Allspring Disciplined US Core A | Owns companies we recommend for divestment | 8 | 10 | 16 | 14 | X | Large Blend |
EVSYX | Allspring Disciplined US Core Admin | Owns companies we recommend for divestment | 8 | 10 | 16 | 14 | X | Large Blend |
EVSTX | Allspring Disciplined US Core C | Owns companies we recommend for divestment | 8 | 10 | 16 | 14 | X | Large Blend |
EVSIX | Allspring Disciplined US Core Inst | Owns companies we recommend for divestment | 8 | 10 | 16 | 14 | X | Large Blend |
EVSRX | Allspring Disciplined US Core R6 | Owns companies we recommend for divestment | 8 | 10 | 16 | 14 | X | Large Blend |
EGWDX | Allspring Discovery Small Cap Gr Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EGWCX | Allspring Discovery Small Cap Gr C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EGWAX | Allspring Discovery Small Cap Gr Gr A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EGRYX | Allspring Discovery Small Cap Gr Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EGWRX | Allspring Discovery Small Cap Gr R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Growth |
EKBAX | Allspring Diversified Cap Bldr A | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
EKBDX | Allspring Diversified Cap Bldr Adm | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
EKBCX | Allspring Diversified Cap Bldr C | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
EKBYX | Allspring Diversified Cap Bldr Inst | Owns companies we recommend for divestment | 4 | 2 | 5 | 7 | X | Moderately Aggressive Allocation |
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 no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EQIDX | Allspring Emerging Markets Eq Inc Adm | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EQICX | Allspring Emerging Markets Eq Inc C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EQIIX | Allspring Emerging Markets Eq Inc Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EQIRX | Allspring Emerging Markets Eq Inc R6 | Owns no companies in our database | 0 | 0 | 0 | 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 |
AGAQX | Allspring Global Long/Short Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 12 | 7 | X | Long-Short Equity |
ASGCX | Allspring Global Long/Short Equity C | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 12 | 7 | X | Long-Short Equity |
AGAZX | Allspring Global Long/Short Equity Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 12 | 7 | X | Long-Short Equity |
AGAWX | Allspring Global Long/Short Equity R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 12 | 7 | X | Long-Short Equity |
SGRAX | Allspring Growth A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
SGRKX | Allspring Growth Admin | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
WGFCX | Allspring Growth C | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
SGRNX | Allspring Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
SGRHX | Allspring Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
WFILX | Allspring Index A | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
WFIOX | Allspring Index Admin | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
WFINX | Allspring Index C | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
WFSTX | Allspring Innovation Fund - Class A | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
WFTDX | Allspring Innovation Fund - Class Admin | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
WFTCX | Allspring Innovation Fund - Class C | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
WFTIX | Allspring Innovation Fund - Class Inst | Owns companies we recommend for divestment | 2 | 2 | 1 | 2 | X | Technology |
WFEAX | Allspring International Equity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFEDX | Allspring International Equity Admin | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFEFX | Allspring International Equity C | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFENX | Allspring International Equity Inst | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
WFEHX | Allspring International Equity R6 | Owns companies we recommend for divestment | 2 | 2 | 4 | 2 | X | Foreign Large Value |
EGOAX | Allspring Large Cap Core A | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
WFLLX | Allspring Large Cap Core Admin | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
EGOCX | Allspring Large Cap Core C | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
EGOIX | Allspring Large Cap Core Inst | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
EGORX | Allspring Large Cap Core R6 | Owns companies we recommend for divestment | 2 | 4 | 2 | 5 | X | Large Blend |
STAFX | Allspring Large Cap Growth A | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
STDFX | Allspring Large Cap Growth Admin | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
STOFX | Allspring Large Cap Growth C | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
STNFX | Allspring Large Cap Growth Inst | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
STFFX | Allspring Large Cap Growth R6 | Owns companies we recommend for divestment | 2 | 3 | 6 | 4 | X | Large Growth |
CBLLX | Allspring Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
CBEAX | Allspring Large Cap Value CL A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
CBECX | Allspring Large Cap Value CL C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
CBEJX | Allspring Large Cap Value CL R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
CBLSX | Allspring Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
WLCAX | Allspring Large Company Value A | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
WWIDX | Allspring Large Company Value Admin | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
WFLVX | Allspring Large Company Value C | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
WLCIX | Allspring Large Company Value Inst | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
WTLVX | Allspring Large Company Value R6 | Owns companies we recommend for divestment | 6 | 9 | 8 | 9 | X | Large Value |
ACBEX | Allspring Managed Account Crb Em Cor Em | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
AEPIX | Allspring Managed Acct Corebuilder EPI | Owns companies we recommend for divestment | 3 | 5 | 6 | 6 | X | Large Blend |
SENAX | Allspring Mid Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
SEPKX | Allspring Mid Cap Growth Fund - Cl Admin | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
WENCX | Allspring Mid Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
WFEIX | Allspring Mid Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
WENRX | Allspring Mid Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Mid-Cap Growth |
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 | 2 | 3 | 5 | 5 | X | Large Growth |
WFPDX | Allspring Premier Large Co Gr Adm | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
EKJCX | Allspring Premier Large Co Gr C | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
EKJYX | Allspring Premier Large Co Gr Inst | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
EKJFX | Allspring Premier Large Co Gr R6 | Owns companies we recommend for divestment | 2 | 3 | 5 | 5 | X | Large Growth |
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 | 5 | 2 | X | Small Value |
SCVIX | Allspring Small Company Value Admin | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
SCVFX | Allspring Small Company Value C | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
SCVNX | Allspring Small Company Value Inst | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
SCVJX | Allspring Small Company Value R6 | Owns companies we recommend for divestment | 1 | 1 | 5 | 2 | X | Small Value |
WFDAX | Allspring SMID Cap Growth Fund - Cl A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WDSCX | Allspring SMID Cap Growth Fund - Cl C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDSX | Allspring SMID Cap Growth Fund - Cl Inst | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDRX | Allspring SMID Cap Growth Fund - Cl R6 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
WFDDX | Allspring SMID Cap Growth Fund -Cl Admin | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
EKGAX | Allspring Special Global Small Cap A | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
EKGYX | Allspring Special Global Small Cap Admin | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
EKGCX | Allspring Special Global Small Cap C | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
EKGIX | Allspring Special Global Small Cap Inst | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Global Small/Mid Stock |
ASPAX | Allspring Special Intl Sm Cp A | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
ACPCX | Allspring Special Intl Sm Cp C | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
WICIX | Allspring Special Intl Sm Cp Instl | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
WICRX | Allspring Special Intl Sm Cp R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 0 | X | Foreign Small/Mid Blend |
EIVAX | Allspring Special Large Cap Value A | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
EIVDX | Allspring Special Large Cap Value Admin | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
EIVCX | Allspring Special Large Cap Value C | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
EIVIX | Allspring Special Large Cap Value Inst | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
EIVFX | Allspring Special Large Cap Value R6 | Owns companies we recommend for divestment | 3 | 5 | 7 | 7 | X | Large Value |
WFPAX | Allspring Special Mid Cap Value A | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFMDX | Allspring Special Mid Cap Value Admin | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFPCX | Allspring Special Mid Cap Value C | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFMIX | Allspring Special Mid Cap Value Inst | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | X | Mid-Cap Value |
WFPRX | Allspring Special Mid Cap Value R6 | Owns companies we recommend for divestment | 3 | 2 | 3 | 2 | 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 |
ESPRX | Allspring Special Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 3 | 0 | X | Small Value |
EVUAX | Allspring Util and Telecomms A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
EVUDX | Allspring Util and Telecomms Adm | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
EVUCX | Allspring Util and Telecomms C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
EVUYX | Allspring Util and Telecomms Inst | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Utilities |
IMOM | Alpha Architect Intl Quant Momt ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Growth |
IVAL | Alpha Architect Intl Quant Val ETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 2 | X | Foreign Large Value |
QMOM | Alpha Architect US Quantitative Momt ETF | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Growth |
QVAL | Alpha Architect US Quantitative Val ETF | Owns companies we recommend for divestment | 1 | 3 | 3 | 0 | X | Mid-Cap Value |
ABCS | Alpha Blue Capital US Sm-Md Cp Dyn ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 1 | X | Mid-Cap Blend |
LYFAX | AlphaCentric Life Sciences & Hlthcare A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
LYFCX | AlphaCentric Life Sciences & Hlthcare C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
LYFIX | AlphaCentric Life Sciences & Hlthcare I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
SIIAX | AlphaCentric Real Income A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
SIICX | AlphaCentric Real Income C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
SIIIX | AlphaCentric Real Income I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
GNXAX | AlphaCentric Robotics and Automation A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Global Small/Mid Stock |
GNXCX | AlphaCentric Robotics and Automation C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Global Small/Mid Stock |
GNXIX | AlphaCentric Robotics and Automation I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Global Small/Mid Stock |
SMCP | AlphaMark Actively Managed Small Cap ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Small Blend |
RFFC | ALPS Active Equity Opportunity ETF | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Large Blend |
REIT | ALPS Active REIT ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
ACES | ALPS Clean Energy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Miscellaneous Sector |
DTEC | ALPS Disruptive Technologies ETF | Owns companies we recommend for divestment | 1 | 0 | 4 | 5 | X | Technology |
EDOG | ALPS Emerging Sector Dividend Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EQL | ALPS Equal Sector Weight ETF | Owns companies we recommend for divestment | 18 | 20 | 28 | 26 | X | Large Blend |
LPFAX | ALPS Global Opportunity A | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
LPFCX | ALPS Global Opportunity C | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
| ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
LPEIX | ALPS Global Opportunity I | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
AVPEX | ALPS Global Opportunity III | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
LPEFX | ALPS Global Opportunity Inv | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
LPERX | ALPS Global Opportunity R | Owns companies we recommend for divestment | 1 | 4 | 2 | 4 | X | Global Small/Mid Stock |
IDOG | ALPS International Sector Div Dogs ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Value |
SBIO | ALPS Medical Breakthroughs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
OEUR | ALPS O'Shares Europe Quality Div ETF | Owns companies we recommend for divestment | 2 | 1 | 5 | 2 | X | Europe Stock |
OGIG | ALPS O'Shares Glbl Internet Gnts ETF | Owns companies we recommend for divestment | 1 | 2 | 6 | 5 | X | Technology |
OUSA | ALPS O'Shares US Quality Div ETF | Owns companies we recommend for divestment | 5 | 9 | 8 | 11 | 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 | 4 | 1 | 2 | X | Small Blend |
RDOG | ALPS REIT Dividend Dogs ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
SDOG | ALPS Sector Dividend Dogs ETF | Owns companies we recommend for divestment | 4 | 4 | 5 | 6 | X | Large Value |
CCNR | ALPS/CoreCommodity Natural Resources ETF | Owns companies we recommend for divestment | 2 | 3 | 8 | 1 | X | Natural Resources |
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 |
ALABX | ALPS/Smith Balanced Opportunity A | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
ALCBX | ALPS/Smith Balanced Opportunity C | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
ALPBX | ALPS/Smith Balanced Opportunity I | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
ALIBX | ALPS/Smith Balanced Opportunity Inv | Owns companies we recommend for divestment | 3 | 7 | 7 | 10 | X | Moderate Allocation |
AQLGX | Alta Quality Growth Institutional | Owns companies we recommend for divestment | 1 | 3 | 4 | 6 | X | Large Growth |
RAAAX | Altegris/AACA Opportunistic Real Estt A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RAACX | Altegris/AACA Opportunistic Real Estt C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
RAAIX | Altegris/AACA Opportunistic Real Estt I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
DIVD | Altrius Global Dividend ETF | Owns companies we recommend for divestment | 5 | 2 | 11 | 3 | X | Global Large-Stock Value |
ARB | AltShares Merger Arbitrage ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
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 in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
AMAGX | Amana Growth Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 2 | V | Large Growth |
AMINX | Amana Income Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
AMANX | Amana Income Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | V | Large Blend |
AFPAX | AmericaFirst Income A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Moderately Aggressive Allocation |
AFPIX | AmericaFirst Income I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Moderately Aggressive Allocation |
AFPUX | AmericaFirst Income U | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Moderately Aggressive Allocation |
ABRFX | AmericaFirst Monthly Risk-On Risk-Off A | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Tactical Allocation |
ABRWX | AmericaFirst Monthly Risk-On Risk-Off I | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Tactical Allocation |
ABRUX | AmericaFirst Monthly Risk-On Risk-Off U | Owns companies we recommend for divestment | 1 | 2 | 5 | 4 | X | Tactical Allocation |
ADNAX | American Beacon ARK Transfmt Innov A | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
ADNCX | American Beacon ARK Transfmt Innov C | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
ADNPX | American Beacon ARK Transfmt Innov Inv | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
ADNIX | American Beacon ARK Transfmt Innov R5 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
ADNRX | American Beacon ARK Transfmt Innov R6 | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
ADNYX | American Beacon ARK Transfmt Innov Y | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
ABFAX | American Beacon Balanced A | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
ABLSX | American Beacon Balanced Adv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
ABCCX | American Beacon Balanced C | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
AABPX | American Beacon Balanced Inv | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
AADBX | American Beacon Balanced R5 | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
ACBYX | American Beacon Balanced Y | Owns companies we recommend for divestment | 5 | 4 | 8 | 6 | X | Moderate Allocation |
TIVFX | American Beacon EAM Int Small Cap Cl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
TOVIX | American Beacon EAM Int Small Cap R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
TOVYX | American Beacon EAM Int Small Cap Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Foreign Small/Mid Growth |
MGNR | American Beacon GLG Natrl Res ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Natural Resources |
AIEAX | American Beacon International Eq A | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
AAISX | American Beacon International Eq Adv | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
AILCX | American Beacon International Eq C | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
AAIPX | American Beacon International Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
AAIEX | American Beacon International Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
AAERX | American Beacon International Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
ABEYX | American Beacon International Eq Y | Owns companies we recommend for divestment | 2 | 2 | 6 | 4 | X | Foreign Large Value |
ALVAX | American Beacon Large Cap Value A | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AVASX | American Beacon Large Cap Value Adv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
ALVCX | American Beacon Large Cap Value C | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AAGPX | American Beacon Large Cap Value Inv | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AADEX | American Beacon Large Cap Value R5 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
AALRX | American Beacon Large Cap Value R6 | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
ABLYX | American Beacon Large Cap Value Y | Owns companies we recommend for divestment | 7 | 5 | 10 | 9 | X | Large Value |
BLYAX | American Beacon Man Lg Cp Growth A | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
BLYCX | American Beacon Man Lg Cp Growth C | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
BLYPX | American Beacon Man Lg Cp Growth Inv | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
BRLGX | American Beacon Man Lg Cp Growth R5 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
BLYRX | American Beacon Man Lg Cp Growth R6 | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
BLYYX | American Beacon Man Lg Cp Growth Y | Owns companies we recommend for divestment | 2 | 4 | 6 | 5 | X | Large Growth |
BWLAX | American Beacon Man Lg Cp Value A | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
BWLCX | American Beacon Man Lg Cp Value C | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
BWLIX | American Beacon Man Lg Cp Value Inv | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
BRLVX | American Beacon Man Lg Cp Value R5 | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
BWLRX | American Beacon Man Lg Cp Value R6 | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
BWLYX | American Beacon Man Lg Cp Value Y | Owns companies we recommend for divestment | 4 | 5 | 7 | 5 | X | Large Value |
SHXAX | American Beacon Shapiro Equity Opps A | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
SHXCX | American Beacon Shapiro Equity Opps C | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
SHXPX | American Beacon Shapiro Equity Opps Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
SHXIX | American Beacon Shapiro Equity Opps R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
SHXYX | American Beacon Shapiro Equity Opps Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 2 | X | Large Value |
SHEAX | American Beacon Shapiro SMID Cap Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
SHDCX | American Beacon Shapiro SMID Cap Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
SHDPX | American Beacon Shapiro SMID Cap Eq Inv | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
SHDIX | American Beacon Shapiro SMID Cap Eq R5 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
SHDRX | American Beacon Shapiro SMID Cap Eq R6 | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
SHDYX | American Beacon Shapiro SMID Cap Eq Y | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Small Value |
AASRX | American Beacon Small Cap Value R6 | Owns companies we recommend for divestment | 6 | 9 | 4 | 9 | X | Small Value |
ABSAX | American Beacon Small Cp Val A | Owns companies we recommend for divestment | 6 | 9 | 4 | 9 | X | Small Value |
AASSX | American Beacon Small Cp Val Adv | Owns companies we recommend for divestment | 6 | 9 | 4 | 9 | X | Small Value |
ASVCX | American Beacon Small Cp Val C | Owns companies we recommend for divestment | 6 | 9 | 4 | 9 | X | Small Value |
AVPAX | American Beacon Small Cp Val Inv | Owns companies we recommend for divestment | 6 | 9 | 4 | 9 | X | Small Value |
AVFIX | American Beacon Small Cp Val R5 | Owns companies we recommend for divestment | 6 | 9 | 4 | 9 | X | Small Value |
ABSYX | American Beacon Small Cp Val Y | Owns companies we recommend for divestment | 6 | 9 | 4 | 9 | X | Small Value |
SMFAX | American Beacon Stephens Mid-Cap Gr A | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
SMFCX | American Beacon Stephens Mid-Cap Gr C | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
STMGX | American Beacon Stephens Mid-Cap Gr Inv | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
SFMIX | American Beacon Stephens Mid-Cap Gr R5 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
SFMRX | American Beacon Stephens Mid-Cap Gr R6 | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
SMFYX | American Beacon Stephens Mid-Cap Gr Y | Owns companies we recommend for divestment | 3 | 2 | 2 | 3 | X | Mid-Cap Growth |
SPWAX | American Beacon Stephens Sm Cp Gr A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
SPWCX | American Beacon Stephens Sm Cp Gr C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
STSGX | American Beacon Stephens Sm Cp Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
STSIX | American Beacon Stephens Sm Cp Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
STSRX | American Beacon Stephens Sm Cp Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
SPWYX | American Beacon Stephens Sm Cp Gr Y | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Growth |
ABCAX | American Beacon The London Co Inc Eq A | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABECX | American Beacon The London Co Inc Eq C | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABCVX | American Beacon The London Co Inc Eq Inv | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABCIX | American Beacon The London Co Inc Eq R5 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABCRX | American Beacon The London Co Inc Eq R6 | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABCYX | American Beacon The London Co Inc Eq Y | Owns companies we recommend for divestment | 2 | 2 | 3 | 2 | X | Large Value |
ABINX | American Century Balanced I | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Moderate Allocation |
TWBIX | American Century Balanced Inv | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Moderate Allocation |
ABGNX | American Century Balanced R5 | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Moderate Allocation |
ADCVX | American Century Disciplined Growth A | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
ADCCX | American Century Disciplined Growth C | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
ADCIX | American Century Disciplined Growth I | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
ADSIX | American Century Disciplined Growth Inv | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
ADRRX | American Century Disciplined Growth R | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
ADGGX | American Century Disciplined Growth R5 | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
ADCYX | American Century Disciplined Growth Y | Owns companies we recommend for divestment | 3 | 6 | 9 | 7 | X | Large Growth |
AMADX | American Century Discplnd Cor Val A | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
ACGCX | American Century Discplnd Cor Val C | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
AMGIX | American Century Discplnd Cor Val I | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
BIGRX | American Century Discplnd Cor Val Inv | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
AICRX | American Century Discplnd Cor Val R | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | X | Large Value |
AICGX | American Century Discplnd Cor Val R5 | Owns companies we recommend for divestment | 5 | 7 | 10 | 10 | 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 | 9 | 9 | 19 | 14 | X | Large Blend |
AEYCX | American Century Equity Growth C | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
AMEIX | American Century Equity Growth I | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
BEQGX | American Century Equity Growth Inv | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
AEYRX | American Century Equity Growth R | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
AEYGX | American Century Equity Growth R5 | Owns companies we recommend for divestment | 9 | 9 | 19 | 14 | X | Large Blend |
TWEAX | American Century Equity Income A | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEYIX | American Century Equity Income C | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEIMX | American Century Equity Income G | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
ACIIX | American Century Equity Income I | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
TWEIX | American Century Equity Income Inv | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEURX | American Century Equity Income R | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEIUX | American Century Equity Income R5 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEUDX | American Century Equity Income R6 | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
AEIYX | American Century Equity Income Y | Owns companies we recommend for divestment | 2 | 1 | 4 | 1 | X | Large Value |
FDG | American Century Foc Dynmc Gr ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Large Growth |
FLV | American Century Foc Lrg Cp Val ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 1 | X | Large Value |
ACFDX | American Century Focused Dynamic Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFGX | American Century Focused Dynamic Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFSX | American Century Focused Dynamic Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFOX | American Century Focused Dynamic Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFCX | American Century Focused Dynamic Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
ACFNX | American Century Focused Dynamic Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 4 | X | Large Growth |
AGGRX | American Century Focused Global Gr A | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
AGLCX | American Century Focused Global Gr C | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
AGGIX | American Century Focused Global Gr I | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
TWGGX | American Century Focused Global Gr Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
AGORX | American Century Focused Global Gr R | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
AGFGX | American Century Focused Global Gr R5 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
AGGDX | American Century Focused Global Gr R6 | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
AGYGX | American Century Focused Global Gr Y | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Global Large-Stock Growth |
AFCLX | American Century Focused Intl Gr A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCHX | American Century Focused Intl Gr C | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCGX | American Century Focused Intl Gr G | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCSX | American Century Focused Intl Gr I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCNX | American Century Focused Intl Gr Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCWX | American Century Focused Intl Gr R | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
AFCMX | American Century Focused Intl Gr R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 2 | X | Foreign Large Growth |
ALPAX | American Century Focused Lg Cap Val A | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
ALPCX | American Century Focused Lg Cap Val C | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
ACFLX | American Century Focused Lg Cap Val G | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
ALVSX | American Century Focused Lg Cap Val I | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
ALVIX | American Century Focused Lg Cap Val Inv | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
ALVRX | American Century Focused Lg Cap Val R | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
ALVGX | American Century Focused Lg Cap Val R5 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | X | Large Value |
ALVDX | American Century Focused Lg Cap Val R6 | Owns companies we recommend for divestment | 1 | 1 | 4 | 1 | 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 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCHX | American Century Global Small Cap C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCSX | American Century Global Small Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCVX | American Century Global Small Cap Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCWX | American Century Global Small Cap R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
AGCTX | American Century Global Small Cap R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | X | Global Small/Mid Stock |
TCRAX | American Century Growth A | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
TWRCX | American Century Growth C | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
ACIHX | American Century Growth G | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
TWGIX | American Century Growth I | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
TWCGX | American Century Growth Inv | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
AGWRX | American Century Growth R | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
AGWUX | American Century Growth R5 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
AGRDX | American Century Growth R6 | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
AGYWX | American Century Growth Y | Owns companies we recommend for divestment | 1 | 5 | 6 | 6 | X | Large Growth |
ATHAX | American Century Heritage A | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
AHGCX | American Century Heritage C | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ACILX | American Century Heritage G | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHIX | American Century Heritage I | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
TWHIX | American Century Heritage Inv | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHWX | American Century Heritage R | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHGX | American Century Heritage R5 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHDX | American Century Heritage R6 | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
ATHYX | American Century Heritage Y | Owns companies we recommend for divestment | 1 | 0 | 2 | 2 | X | Mid-Cap Growth |
TWGAX | American Century International Gr A | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
AIWCX | American Century International Gr C | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ACAEX | American Century International Gr G | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
TGRIX | American Century International Gr I | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
TWIEX | American Century International Gr Inv | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ATGRX | American Century International Gr R | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ATGGX | American Century International Gr R5 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ATGDX | American Century International Gr R6 | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | X | Foreign Large Growth |
ATYGX | American Century International Gr Y | Owns companies we recommend for divestment | 2 | 0 | 2 | 3 | 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 | 3 | 2 | 6 | 2 | X | Foreign Large Value |
ACCOX | American Century International Val C | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
ACEVX | American Century International Val Inv | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
ACVRX | American Century International Val R | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
ACVDX | American Century International Val R6 | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
ACAFX | American Century International Value G | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
ACVUX | American Century International Value I | Owns companies we recommend for divestment | 3 | 2 | 6 | 2 | X | Foreign Large Value |
ANTMX | American Century Intl Sm-Md Cp G | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
ANTSX | American Century Intl Sm-Md Cp Inv | Owns companies we recommend for divestment | 1 | 1 | 0 | 0 | X | Foreign Small/Mid Growth |
LVOL | American Century Low Volatility ETF | Owns companies we recommend for divestment | 3 | 8 | 8 | 10 | 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 | 1 | V | Mid-Cap Growth |
ACLAX | American Century Mid Cap Value A | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
ACCLX | American Century Mid Cap Value C | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
ACIPX | American Century Mid Cap Value G | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
AVUAX | American Century Mid Cap Value I | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
ACMVX | American Century Mid Cap Value Inv | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
AMVRX | American Century Mid Cap Value R | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
AMVGX | American Century Mid Cap Value R5 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
AMDVX | American Century Mid Cap Value R6 | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | X | Mid-Cap Value |
AMVYX | American Century Mid Cap Value Y | Owns companies we recommend for divestment | 1 | 1 | 2 | 1 | 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 | 0 | 1 | 0 | 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 | 0 | 1 | 0 | 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 | 0 | 1 | 0 | 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 | 0 | 1 | 0 | X | Foreign Large Value |
ANVMX | American Century Non-US Intrs ValR6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
ANTUX | American Century Non-US IntrsVal Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Value |
AACMX | American Century One Chc Blnd+ 2035 A | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACLX | American Century One Chc Blnd+ 2035 I | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACKX | American Century One Chc Blnd+ 2035 Inv | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACPX | American Century One Chc Blnd+ 2035 R | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACQX | American Century One Chc Blnd+ 2035 R6 | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2035 |
AACVX | American Century One Chc Blnd+ 2040 A | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACUX | American Century One Chc Blnd+ 2040 I | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACSX | American Century One Chc Blnd+ 2040 Inv | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACWX | American Century One Chc Blnd+ 2040 R | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AACZX | American Century One Chc Blnd+ 2040 R6 | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2040 |
AADKX | American Century One Chc Blnd+ 2045 A | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADJX | American Century One Chc Blnd+ 2045 I | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADHX | American Century One Chc Blnd+ 2045 Inv | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADLX | American Century One Chc Blnd+ 2045 R | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADMX | American Century One Chc Blnd+ 2045 R6 | Owns companies we recommend for divestment | 72 | 48 | 121 | 59 | X | Target-Date 2045 |
AADPX | American Century One Chc Blnd+ 2050 A | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2050 |
AADOX | American Century One Chc Blnd+ 2050 I | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2050 |
AADNX | American Century One Chc Blnd+ 2050 Inv | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2050 |
AADQX | American Century One Chc Blnd+ 2050 R | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2050 |
AADUX | American Century One Chc Blnd+ 2050 R6 | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2050 |
AADZX | American Century One Chc Blnd+ 2055 A | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2055 |
AADWX | American Century One Chc Blnd+ 2055 I | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2055 |
AADVX | American Century One Chc Blnd+ 2055 Inv | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2055 |
AAEDX | American Century One Chc Blnd+ 2055 R | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2055 |
AAEEX | American Century One Chc Blnd+ 2055 R6 | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2055 |
AAEHX | American Century One Chc Blnd+ 2060 A | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2060 |
AAEGX | American Century One Chc Blnd+ 2060 I | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2060 |
AAEFX | American Century One Chc Blnd+ 2060 Inv | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2060 |
AAEIX | American Century One Chc Blnd+ 2060 R | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2060 |
AAEJX | American Century One Chc Blnd+ 2060 R6 | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2060 |
AAEOX | American Century One Chc Blnd+ 2065 A | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2065+ |
AAELX | American Century One Chc Blnd+ 2065 I | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2065+ |
AAEKX | American Century One Chc Blnd+ 2065 Inv | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2065+ |
AAEUX | American Century One Chc Blnd+ 2065 R | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2065+ |
AAEVX | American Century One Chc Blnd+ 2065 R6 | Owns companies we recommend for divestment | 71 | 47 | 118 | 57 | X | Target-Date 2065+ |
ARYAX | American Century One Choice 2035 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
ARLCX | American Century One Choice 2035 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
ARLIX | American Century One Choice 2035 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
ARYIX | American Century One Choice 2035 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
ARYRX | American Century One Choice 2035 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
ARLDX | American Century One Choice 2035 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2035 |
ARDMX | American Century One Choice 2040 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
ARNOX | American Century One Choice 2040 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
ARDSX | American Century One Choice 2040 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
ARDVX | American Century One Choice 2040 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
ARDRX | American Century One Choice 2040 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
ARDUX | American Century One Choice 2040 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2040 |
AROAX | American Century One Choice 2045 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
AROCX | American Century One Choice 2045 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
AOOIX | American Century One Choice 2045 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
AROIX | American Century One Choice 2045 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
ARORX | American Century One Choice 2045 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
ARDOX | American Century One Choice 2045 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2045 |
ARFMX | American Century One Choice 2050 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
ARFDX | American Century One Choice 2050 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
ARFSX | American Century One Choice 2050 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
ARFVX | American Century One Choice 2050 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
ARFWX | American Century One Choice 2050 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
ARFEX | American Century One Choice 2050 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2050 |
AREMX | American Century One Choice 2055 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
AREFX | American Century One Choice 2055 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
ARENX | American Century One Choice 2055 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
AREVX | American Century One Choice 2055 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
AREOX | American Century One Choice 2055 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
AREUX | American Century One Choice 2055 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2055 |
ARGMX | American Century One Choice 2060 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
ARGHX | American Century One Choice 2060 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
ARGNX | American Century One Choice 2060 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
ARGVX | American Century One Choice 2060 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
ARGRX | American Century One Choice 2060 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
ARGDX | American Century One Choice 2060 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2060 |
ARHMX | American Century One Choice 2065 A | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
ARHEX | American Century One Choice 2065 C | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
ARHUX | American Century One Choice 2065 I | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
ARHVX | American Century One Choice 2065 Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
ARHFX | American Century One Choice 2065 R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
ARHSX | American Century One Choice 2065 R6 | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Target-Date 2065+ |
AOGIX | American Century One Choice Agrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderately Aggressive Allocation |
AORYX | American Century One Choice Agrsv R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderately Aggressive Allocation |
AOMIX | American Century One Choice Mod Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderate Allocation |
AORMX | American Century One Choice Mod R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Moderate Allocation |
AOVIX | American Century One Choice VryAgrsv Inv | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Aggressive Allocation |
AORVX | American Century One Choice VryAgrsv R | Owns companies we recommend for divestment | 54 | 31 | 85 | 38 | X | Aggressive Allocation |
QINT | American Century Quality Dvrs Intl ETF | Owns companies we recommend for divestment | 10 | 3 | 16 | 4 | X | Foreign Large Blend |
QPFF | American Century Quality Preferred ETF | Owns companies we recommend for divestment | 4 | 4 | 0 | 7 | X | Preferred Stock |
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 |
ASLDX | American Century Select G | 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 companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
AMALX | American Century Small Cap Dividend G | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
AMAFX | American Century Small Cap Dividend I | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
AMAEX | American Century Small Cap Dividend Inv | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
AMAJX | American Century Small Cap Dividend R | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
AMAKX | American Century Small Cap Dividend R6 | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Small Value |
ANOAX | American Century Small Cap Growth A | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANOCX | American Century Small Cap Growth C | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANOHX | American Century Small Cap Growth G | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANONX | American Century Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANOIX | American Century Small Cap Growth Inv | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANORX | American Century Small Cap Growth R | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANOGX | American Century Small Cap Growth R5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANODX | American Century Small Cap Growth R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ANOYX | American Century Small Cap Growth Y | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Small Growth |
ACSCX | American Century Small Cap Value A | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVNX | American Century Small Cap Value C | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVHX | American Century Small Cap Value G | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ACVIX | American Century Small Cap Value I | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVIX | American Century Small Cap Value Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVRX | American Century Small Cap Value R | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVGX | American Century Small Cap Value R5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVDX | American Century Small Cap Value R6 | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASVYX | American Century Small Cap Value Y | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
ASQAX | American Century Small Company A | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASQCX | American Century Small Company C | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASCQX | American Century Small Company I | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASQIX | American Century Small Company Inv | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASCRX | American Century Small Company R | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ASQGX | American Century Small Company R5 | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Small Blend |
ACVAX | American Century Strat Allc: Agrsv A | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderately Aggressive Allocation |
ASTAX | American Century Strat Allc: Agrsv C | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderately Aggressive Allocation |
AAAIX | American Century Strat Allc: Agrsv I | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderately Aggressive Allocation |
TWSAX | American Century Strat Allc: Agrsv Inv | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderately Aggressive Allocation |
AAARX | American Century Strat Allc: Agrsv R | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderately Aggressive Allocation |
ASAUX | American Century Strat Allc: Agrsv R5 | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderately Aggressive Allocation |
AAAUX | American Century Strat Allc: Agrsv R6 | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderately Aggressive Allocation |
ACOAX | American Century Strat Allc: Mod A | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderate Allocation |
ASTCX | American Century Strat Allc: Mod C | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderate Allocation |
ASAMX | American Century Strat Allc: Mod I | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderate Allocation |
TWSMX | American Century Strat Allc: Mod Inv | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderate Allocation |
ASMRX | American Century Strat Allc: Mod R | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderate Allocation |
ASMUX | American Century Strat Allc: Mod R5 | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderate Allocation |
ASMDX | American Century Strat Allc: Mod R6 | Owns companies we recommend for divestment | 75 | 50 | 125 | 59 | X | Moderate Allocation |
AFDAX | American Century Sustainable Equity A | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFDCX | American Century Sustainable Equity C | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
ESGA | American Century Sustainable Equity ETF | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFEGX | American Century Sustainable Equity G | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFEIX | American Century Sustainable Equity I | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFDIX | American Century Sustainable Equity Inv | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFDRX | American Century Sustainable Equity R | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFDGX | American Century Sustainable Equity R5 | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFEDX | American Century Sustainable Equity R6 | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
AFYDX | American Century Sustainable Equity Y | Owns companies we recommend for divestment | 3 | 6 | 8 | 11 | V | Large Blend |
ESGY | American Century Sustainable Growth ETF | Owns companies we recommend for divestment | 1 | 5 | 5 | 6 | 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 | 6 | 10 | 6 | 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 | 3 | 3 | 8 | 4 | X | Large Value |
ACLCX | American Century Value C | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
AVLIX | American Century Value I | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
TWVLX | American Century Value Inv | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
AVURX | American Century Value R | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
AVUGX | American Century Value R5 | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
AVUDX | American Century Value R6 | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
AVUYX | American Century Value Y | Owns companies we recommend for divestment | 3 | 3 | 8 | 4 | X | Large Value |
VALQ | American Century® U.S. Quality Value ETF | Owns companies we recommend for divestment | 7 | 12 | 15 | 11 | X | Large Value |
ACVF | American Conservative Values ETF | Owns companies we recommend for divestment | 12 | 14 | 17 | 15 | X | Large Blend |
ACSI | American Customer Satisfaction ETF | Owns companies we recommend for divestment | 1 | 6 | 4 | 5 | X | Large Blend |
AAETX | American Funds 2030 Trgt Date Retire A | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
CCETX | American Funds 2030 Trgt Date Retire C | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
FAETX | American Funds 2030 Trgt Date Retire F1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
FBETX | American Funds 2030 Trgt Date Retire F2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
FCETX | American Funds 2030 Trgt Date Retire F3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
RAETX | American Funds 2030 Trgt Date Retire R1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
RBETX | American Funds 2030 Trgt Date Retire R2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
RBEEX | American Funds 2030 Trgt Date Retire R2E | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
RCETX | American Funds 2030 Trgt Date Retire R3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
RDETX | American Funds 2030 Trgt Date Retire R4 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
REETX | American Funds 2030 Trgt Date Retire R5 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
RHETX | American Funds 2030 Trgt Date Retire R5E | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
RFETX | American Funds 2030 Trgt Date Retire R6 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Target-Date 2030 |
AAFTX | American Funds 2035 Trgt Date Retire A | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
CCFTX | American Funds 2035 Trgt Date Retire C | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
FAQTX | American Funds 2035 Trgt Date Retire F1 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
FBFTX | American Funds 2035 Trgt Date Retire F2 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
FDFTX | American Funds 2035 Trgt Date Retire F3 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
RAFTX | American Funds 2035 Trgt Date Retire R1 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
RBFTX | American Funds 2035 Trgt Date Retire R2 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
RBEFX | American Funds 2035 Trgt Date Retire R2E | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
RCFTX | American Funds 2035 Trgt Date Retire R3 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
RDFTX | American Funds 2035 Trgt Date Retire R4 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
REFTX | American Funds 2035 Trgt Date Retire R5 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
RHFTX | American Funds 2035 Trgt Date Retire R5E | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
RFFTX | American Funds 2035 Trgt Date Retire R6 | Owns companies we recommend for divestment | 28 | 26 | 44 | 33 | X | Target-Date 2035 |
AAGTX | American Funds 2040 Trgt Date Retire A | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
CCGTX | American Funds 2040 Trgt Date Retire C | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
FAUTX | American Funds 2040 Trgt Date Retire F1 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
FBGTX | American Funds 2040 Trgt Date Retire F2 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
FCGTX | American Funds 2040 Trgt Date Retire F3 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
RAKTX | American Funds 2040 Trgt Date Retire R1 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
RBKTX | American Funds 2040 Trgt Date Retire R2 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
RBEKX | American Funds 2040 Trgt Date Retire R2E | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
RCKTX | American Funds 2040 Trgt Date Retire R3 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
RDGTX | American Funds 2040 Trgt Date Retire R4 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
REGTX | American Funds 2040 Trgt Date Retire R5 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
RHGTX | American Funds 2040 Trgt Date Retire R5E | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
RFGTX | American Funds 2040 Trgt Date Retire R6 | Owns companies we recommend for divestment | 28 | 27 | 45 | 33 | X | Target-Date 2040 |
AAHTX | American Funds 2045 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
CCHTX | American Funds 2045 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
FATTX | American Funds 2045 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
FBHTX | American Funds 2045 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
FCHTX | American Funds 2045 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
RAHTX | American Funds 2045 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
RBHTX | American Funds 2045 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
RBHHX | American Funds 2045 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
RCHTX | American Funds 2045 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
RDHTX | American Funds 2045 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
REHTX | American Funds 2045 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
RHHTX | American Funds 2045 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
RFHTX | American Funds 2045 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2045 |
AALTX | American Funds 2050 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
CCITX | American Funds 2050 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
FAITX | American Funds 2050 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
FBITX | American Funds 2050 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
DITFX | American Funds 2050 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
RAITX | American Funds 2050 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
RBITX | American Funds 2050 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
RBHEX | American Funds 2050 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
RCITX | American Funds 2050 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
RDITX | American Funds 2050 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
REITX | American Funds 2050 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
RHITX | American Funds 2050 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
RFITX | American Funds 2050 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 27 | 43 | 33 | X | Target-Date 2050 |
AAMTX | American Funds 2055 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
CCJTX | American Funds 2055 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
FAJTX | American Funds 2055 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
FBJTX | American Funds 2055 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
FCJTX | American Funds 2055 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
RAMTX | American Funds 2055 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
RBMTX | American Funds 2055 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
RBEMX | American Funds 2055 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
RCMTX | American Funds 2055 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
RDJTX | American Funds 2055 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
REKTX | American Funds 2055 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
RHJTX | American Funds 2055 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
RFKTX | American Funds 2055 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2055 |
AANTX | American Funds 2060 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
CCKTX | American Funds 2060 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
FAWTX | American Funds 2060 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
FBKTX | American Funds 2060 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
FCKTX | American Funds 2060 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
RANTX | American Funds 2060 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
RBNTX | American Funds 2060 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
RBENX | American Funds 2060 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
RCNTX | American Funds 2060 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
RDKTX | American Funds 2060 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
REMTX | American Funds 2060 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
RHKTX | American Funds 2060 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
RFUTX | American Funds 2060 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2060 |
AAOTX | American Funds 2065 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
CCLTX | American Funds 2065 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
FAXTX | American Funds 2065 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
FBMTX | American Funds 2065 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
FCQTX | American Funds 2065 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RAQTX | American Funds 2065 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RBOTX | American Funds 2065 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RBEOX | American Funds 2065 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RCPTX | American Funds 2065 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RDLTX | American Funds 2065 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
REOTX | American Funds 2065 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RHLTX | American Funds 2065 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RFVTX | American Funds 2065 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
AAFJX | American Funds 2070 Trgt Date Retire A | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
CCGDX | American Funds 2070 Trgt Date Retire C | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
FATSX | American Funds 2070 Trgt Date Retire F1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
FBAJX | American Funds 2070 Trgt Date Retire F2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
FCBEX | American Funds 2070 Trgt Date Retire F3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RAADX | American Funds 2070 Trgt Date Retire R1 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RAABX | American Funds 2070 Trgt Date Retire R2 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RBAHX | American Funds 2070 Trgt Date Retire R2E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RCADX | American Funds 2070 Trgt Date Retire R3 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RCAEX | American Funds 2070 Trgt Date Retire R4 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
REAGX | American Funds 2070 Trgt Date Retire R5 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RAAJX | American Funds 2070 Trgt Date Retire R5E | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
RFBFX | American Funds 2070 Trgt Date Retire R6 | Owns companies we recommend for divestment | 26 | 25 | 43 | 33 | X | Target-Date 2065+ |
FMMMX | American Funds AMCAP 529-F-2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
FMCMX | American Funds AMCAP 529-F-3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
CAFAX | American Funds AMCAP 529A | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
CAFCX | American Funds AMCAP 529C | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
CAFEX | American Funds AMCAP 529E | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
CAFFX | American Funds AMCAP 529F1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
AMCPX | American Funds AMCAP A | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
AMPCX | American Funds AMCAP C | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
AMPFX | American Funds AMCAP F1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
AMCFX | American Funds AMCAP F2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
FMACX | American Funds AMCAP F3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAFAX | American Funds AMCAP R1 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAFBX | American Funds AMCAP R2 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAEBX | American Funds AMCAP R2E | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAFCX | American Funds AMCAP R3 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAFEX | American Funds AMCAP R4 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAFFX | American Funds AMCAP R5 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAEFX | American Funds AMCAP R5E | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
RAFGX | American Funds AMCAP R6 | Owns companies we recommend for divestment | 6 | 6 | 11 | 12 | X | Large Growth |
FBAFX | American Funds American Balanced 529-F-2 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
FBONX | American Funds American Balanced 529-F-3 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
CLBAX | American Funds American Balanced 529A | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
CLBCX | American Funds American Balanced 529C | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
CLBEX | American Funds American Balanced 529E | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
CLBFX | American Funds American Balanced 529F | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
ABALX | American Funds American Balanced A | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
BALCX | American Funds American Balanced C | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
BALFX | American Funds American Balanced F1 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
AMBFX | American Funds American Balanced F2 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
AFMBX | American Funds American Balanced F3 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RLBAX | American Funds American Balanced R1 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RLBBX | American Funds American Balanced R2 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RAMHX | American Funds American Balanced R2E | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RLBCX | American Funds American Balanced R3 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RLBEX | American Funds American Balanced R4 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RLBFX | American Funds American Balanced R5 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RLEFX | American Funds American Balanced R5E | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
RLBGX | American Funds American Balanced R6 | Owns companies we recommend for divestment | 11 | 8 | 17 | 17 | X | Moderate Allocation |
FFMMX | American Funds American Mutual 529-F-2 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
FFFMX | American Funds American Mutual 529-F-3 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
CMLAX | American Funds American Mutual 529A | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
CMLCX | American Funds American Mutual 529C | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
CMLEX | American Funds American Mutual 529E | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
CMLFX | American Funds American Mutual 529F | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
AMRMX | American Funds American Mutual A | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
AMFCX | American Funds American Mutual C | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
AMFFX | American Funds American Mutual F1 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
AMRFX | American Funds American Mutual F2 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
AFMFX | American Funds American Mutual F3 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMFAX | American Funds American Mutual R1 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMFBX | American Funds American Mutual R2 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMEBX | American Funds American Mutual R2E | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMFCX | American Funds American Mutual R3 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMFEX | American Funds American Mutual R4 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMFFX | American Funds American Mutual R5 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMFHX | American Funds American Mutual R5E | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
RMFGX | American Funds American Mutual R6 | Owns companies we recommend for divestment | 9 | 5 | 11 | 14 | X | Large Value |
CIRAX | American Funds Capital Income Bldr 529A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIRCX | American Funds Capital Income Bldr 529C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIREX | American Funds Capital Income Bldr 529E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIRFX | American Funds Capital Income Bldr 529F | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
FBCIX | American Funds Capital Income Bldr 529F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
FWCBX | American Funds Capital Income Bldr 529F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CAIBX | American Funds Capital Income Bldr A | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIBCX | American Funds Capital Income Bldr C | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CIBFX | American Funds Capital Income Bldr F1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CAIFX | American Funds Capital Income Bldr F2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CFIHX | American Funds Capital Income Bldr F3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRAX | American Funds Capital Income Bldr R1 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRBX | American Funds Capital Income Bldr R2 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RCEEX | American Funds Capital Income Bldr R2E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRCX | American Funds Capital Income Bldr R3 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIREX | American Funds Capital Income Bldr R4 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRFX | American Funds Capital Income Bldr R5 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRHX | American Funds Capital Income Bldr R5E | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
RIRGX | American Funds Capital Income Bldr R6 | Owns companies we recommend for divestment | 7 | 7 | 9 | 9 | X | Global Allocation |
CWIAX | American Funds Capital World Gr&Inc 529A | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
CWICX | American Funds Capital World Gr&Inc 529C | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
CWIEX | American Funds Capital World Gr&Inc 529E | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
CWIFX | American Funds Capital World Gr&Inc 529F | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
CWGIX | American Funds Capital World Gr&Inc A | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
CWGCX | American Funds Capital World Gr&Inc C | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
CWGFX | American Funds Capital World Gr&Inc F1 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
WGIFX | American Funds Capital World Gr&Inc F2 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
FWGIX | American Funds Capital World Gr&Inc F3 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWIAX | American Funds Capital World Gr&Inc R1 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWIBX | American Funds Capital World Gr&Inc R2 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWBEX | American Funds Capital World Gr&Inc R2E | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWICX | American Funds Capital World Gr&Inc R3 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWIEX | American Funds Capital World Gr&Inc R4 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWIFX | American Funds Capital World Gr&Inc R5 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWIHX | American Funds Capital World Gr&Inc R5E | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
RWIGX | American Funds Capital World Gr&Inc R6 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
FCWGX | American Funds Capital World Gr&Inc529F2 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
FWCGX | American Funds Capital World Gr&Inc529F3 | Owns companies we recommend for divestment | 13 | 11 | 21 | 19 | X | Global Large-Stock Blend |
CCFAX | American Funds College 2036 529-A | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
CTDCX | American Funds College 2036 529-C | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
CTKEX | American Funds College 2036 529-E | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
CTAFX | American Funds College 2036 529-F-1 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
CTAHX | American Funds College 2036 529-F-2 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
CTAKX | American Funds College 2036 529-F-3 | Owns companies we recommend for divestment | 27 | 26 | 42 | 33 | X | Moderately Aggressive Allocation |
CDJAX | American Funds College 2039 529-A | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
CTJCX | American Funds College 2039 529-C | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
CTAEX | American Funds College 2039 529-E | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
CTDFX | American Funds College 2039 529-F-1 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
FCFGX | American Funds College 2039 529-F-2 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
FTDHX | American Funds College 2039 529-F-3 | Owns companies we recommend for divestment | 28 | 25 | 44 | 32 | X | Moderately Aggressive Allocation |
FWDDX | American Funds Dvlpg Wld Gr&Inc 529-F-2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
FWDGX | American Funds Dvlpg Wld Gr&Inc 529-F-3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CDWAX | American Funds Dvlpg Wld Gr&Inc 529A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CDWCX | American Funds Dvlpg Wld Gr&Inc 529C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CDWEX | American Funds Dvlpg Wld Gr&Inc 529E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CDWFX | American Funds Dvlpg Wld Gr&Inc 529F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
DWGAX | American Funds Dvlpg Wld Gr&Inc A | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
DWGCX | American Funds Dvlpg Wld Gr&Inc C | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
DWGFX | American Funds Dvlpg Wld Gr&Inc F1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
DWGHX | American Funds Dvlpg Wld Gr&Inc F2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
FDWGX | American Funds Dvlpg Wld Gr&Inc F3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWAX | American Funds Dvlpg Wld Gr&Inc R1 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWBX | American Funds Dvlpg Wld Gr&Inc R2 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDEGX | American Funds Dvlpg Wld Gr&Inc R2E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWCX | American Funds Dvlpg Wld Gr&Inc R3 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWEX | American Funds Dvlpg Wld Gr&Inc R4 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWFX | American Funds Dvlpg Wld Gr&Inc R5 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWHX | American Funds Dvlpg Wld Gr&Inc R5E | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
RDWGX | American Funds Dvlpg Wld Gr&Inc R6 | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Diversified Emerging Mkts |
CEUAX | American Funds Europacific Growth 529A | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
CEUCX | American Funds Europacific Growth 529C | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
CEUEX | American Funds Europacific Growth 529E | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
CEUFX | American Funds Europacific Growth 529F1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
FUEPX | American Funds Europacific Growth 529F2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
FEPUX | American Funds Europacific Growth 529F3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
AEPGX | American Funds Europacific Growth A | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
AEPCX | American Funds Europacific Growth C | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
AEGFX | American Funds Europacific Growth F1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
AEPFX | American Funds Europacific Growth F2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
FEUPX | American Funds Europacific Growth F3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
RERAX | American Funds Europacific Growth R1 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
RERBX | American Funds Europacific Growth R2 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
REEBX | American Funds Europacific Growth R2E | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
RERCX | American Funds Europacific Growth R3 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
REREX | American Funds Europacific Growth R4 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
RERFX | American Funds Europacific Growth R5 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
RERHX | American Funds Europacific Growth R5E | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
RERGX | American Funds Europacific Growth R6 | Owns companies we recommend for divestment | 6 | 3 | 13 | 5 | X | Foreign Large Growth |
FFXFX | American Funds Fundamental Invs 529-F-2 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
FEEFX | American Funds Fundamental Invs 529-F-3 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
CFNAX | American Funds Fundamental Invs 529A | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
CFNCX | American Funds Fundamental Invs 529C | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
CFNEX | American Funds Fundamental Invs 529E | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
CFNFX | American Funds Fundamental Invs 529F1 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
ANCFX | American Funds Fundamental Invs A | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
AFICX | American Funds Fundamental Invs C | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
AFIFX | American Funds Fundamental Invs F1 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
FINFX | American Funds Fundamental Invs F2 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
FUNFX | American Funds Fundamental Invs F3 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFNAX | American Funds Fundamental Invs R1 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFNBX | American Funds Fundamental Invs R2 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFEBX | American Funds Fundamental Invs R2E | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFNCX | American Funds Fundamental Invs R3 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFNEX | American Funds Fundamental Invs R4 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFNFX | American Funds Fundamental Invs R5 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFNHX | American Funds Fundamental Invs R5E | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
RFNGX | American Funds Fundamental Invs R6 | Owns companies we recommend for divestment | 10 | 10 | 15 | 17 | X | Large Blend |
FFGGX | American Funds Global Balanced 529-F-2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
FFBGX | American Funds Global Balanced 529-F-3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
CBFAX | American Funds Global Balanced 529A | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
CBFCX | American Funds Global Balanced 529C | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
CBFEX | American Funds Global Balanced 529E | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
CBFFX | American Funds Global Balanced 529F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
GBLAX | American Funds Global Balanced A | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
GBLCX | American Funds Global Balanced C | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
GBLEX | American Funds Global Balanced F1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
GBLFX | American Funds Global Balanced F2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
GFBLX | American Funds Global Balanced F3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGBLX | American Funds Global Balanced R1 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGBBX | American Funds Global Balanced R2 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGGHX | American Funds Global Balanced R2E | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGBCX | American Funds Global Balanced R3 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGBEX | American Funds Global Balanced R4 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGBFX | American Funds Global Balanced R5 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGBHX | American Funds Global Balanced R5E | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
RGBGX | American Funds Global Balanced R6 | Owns companies we recommend for divestment | 10 | 4 | 16 | 11 | X | Global Allocation |
FGGPX | American Funds Global Growth 529-F-2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
FGPPX | American Funds Global Growth 529-F-3 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
CGHGX | American Funds Global Growth ABLE-F-2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
CPGAX | American Funds Global Growth Port 529A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
CPGCX | American Funds Global Growth Port 529C | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
CGGEX | American Funds Global Growth Port 529E | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
CGGFX | American Funds Global Growth Port 529F1 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
PGGAX | American Funds Global Growth Port A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
CGGGX | American Funds Global Growth Port ABLE-A | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
GGPCX | American Funds Global Growth Port C | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
PGGFX | American Funds Global Growth Port F1 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
PGWFX | American Funds Global Growth Port F2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
PGXFX | American Funds Global Growth Port F3 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
RGGAX | American Funds Global Growth Port R1 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
RGGBX | American Funds Global Growth Port R2 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
REBGX | American Funds Global Growth Port R2E | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
RGLCX | American Funds Global Growth Port R3 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
RGGEX | American Funds Global Growth Port R4 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
RGGFX | American Funds Global Growth Port R5 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
RGTFX | American Funds Global Growth Port R5E | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
RGGGX | American Funds Global Growth Port R6 | Owns companies we recommend for divestment | 22 | 22 | 39 | 26 | X | Global Large-Stock Growth |
CGVYX | American Funds Global Insight 529-A | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
CGVBX | American Funds Global Insight 529-C | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
CGVEX | American Funds Global Insight 529-E | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
CGVFX | American Funds Global Insight 529-F-1 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
CGVGX | American Funds Global Insight 529-F-2 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
CGVHX | American Funds Global Insight 529-F-3 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
AGVFX | American Funds Global Insight A | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
AGVDX | American Funds Global Insight C | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
AGVEX | American Funds Global Insight F-1 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
AGVGX | American Funds Global Insight F-2 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
AGVHX | American Funds Global Insight F-3 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLAX | American Funds Global Insight R-1 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLBX | American Funds Global Insight R-2 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLHX | American Funds Global Insight R-2E | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLDX | American Funds Global Insight R-3 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLEX | American Funds Global Insight R-4 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLFX | American Funds Global Insight R-5 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLJX | American Funds Global Insight R-5E | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
RGLGX | American Funds Global Insight R-6 | Owns companies we recommend for divestment | 8 | 6 | 12 | 12 | X | Global Large-Stock Blend |
FGGIX | American Funds Growth and Inc 529-F-2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
FGIIX | American Funds Growth and Inc 529-F-3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
CGLGX | American Funds Growth and Inc ABLE-F-2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
CGNAX | American Funds Growth and Inc Port 529A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
CGNCX | American Funds Growth and Inc Port 529C | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
CGNEX | American Funds Growth and Inc Port 529E | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
CGNFX | American Funds Growth and Inc Port 529F1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
GAIOX | American Funds Growth and Inc Port A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
GAITX | American Funds Growth and Inc Port C | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
GAIFX | American Funds Growth and Inc Port F1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
GAIEX | American Funds Growth and Inc Port F2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
GAIHX | American Funds Growth and Inc Port F3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RGNAX | American Funds Growth and Inc Port R1 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RGNBX | American Funds Growth and Inc Port R2 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RBEGX | American Funds Growth and Inc Port R2E | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RAICX | American Funds Growth and Inc Port R3 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RGNEX | American Funds Growth and Inc Port R4 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RGNFX | American Funds Growth and Inc Port R5 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RGQFX | American Funds Growth and Inc Port R5E | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
RGNGX | American Funds Growth and Inc Port R6 | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
CGNGX | American Funds Growth and Inc PortABLE-A | Owns companies we recommend for divestment | 25 | 24 | 37 | 31 | X | Moderately Aggressive Allocation |
CGFAX | American Funds Growth Fund of Amer 529A | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
CGFCX | American Funds Growth Fund of Amer 529C | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
CGFEX | American Funds Growth Fund of Amer 529E | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
CGFFX | American Funds Growth Fund of Amer 529F | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
FAFGX | American Funds Growth Fund of Amer 529F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
FFAFX | American Funds Growth Fund of Amer 529F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
AGTHX | American Funds Growth Fund of Amer A | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
GFACX | American Funds Growth Fund of Amer C | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
GFAFX | American Funds Growth Fund of Amer F1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
GFFFX | American Funds Growth Fund of Amer F2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
GAFFX | American Funds Growth Fund of Amer F3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGAAX | American Funds Growth Fund of Amer R1 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGABX | American Funds Growth Fund of Amer R2 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGEBX | American Funds Growth Fund of Amer R2E | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGACX | American Funds Growth Fund of Amer R3 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGAEX | American Funds Growth Fund of Amer R4 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGAFX | American Funds Growth Fund of Amer R5 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGAHX | American Funds Growth Fund of Amer R5E | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
RGAGX | American Funds Growth Fund of Amer R6 | Owns companies we recommend for divestment | 10 | 12 | 16 | 15 | X | Large Growth |
FGPGX | American Funds Growth Portfolio 529-F-2 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
FPGGX | American Funds Growth Portfolio 529-F-3 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
CGPAX | American Funds Growth Portfolio 529A | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
CGPCX | American Funds Growth Portfolio 529C | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
CGPEX | American Funds Growth Portfolio 529E | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
CGPFX | American Funds Growth Portfolio 529F1 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
GWPAX | American Funds Growth Portfolio A | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
CGQGX | American Funds Growth Portfolio ABLE-A | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
CGRGX | American Funds Growth Portfolio ABLE-F-2 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
GWPCX | American Funds Growth Portfolio C | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
GWPFX | American Funds Growth Portfolio F1 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
GWPEX | American Funds Growth Portfolio F2 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
GWPDX | American Funds Growth Portfolio F3 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RGWAX | American Funds Growth Portfolio R1 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RGWBX | American Funds Growth Portfolio R2 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RBGEX | American Funds Growth Portfolio R2E | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RGPCX | American Funds Growth Portfolio R3 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RGWEX | American Funds Growth Portfolio R4 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RGWFX | American Funds Growth Portfolio R5 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RGSFX | American Funds Growth Portfolio R5E | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
RGWGX | American Funds Growth Portfolio R6 | Owns companies we recommend for divestment | 18 | 21 | 29 | 28 | X | Aggressive Allocation |
CIMAX | American Funds Income Fund of Amer 529A | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
CIMCX | American Funds Income Fund of Amer 529C | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
CIMEX | American Funds Income Fund of Amer 529E | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
CIMFX | American Funds Income Fund of Amer 529F1 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
FAIFX | American Funds Income Fund of Amer 529F2 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
FFIFX | American Funds Income Fund of Amer 529F3 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
AMECX | American Funds Income Fund of Amer A | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
IFACX | American Funds Income Fund of Amer C | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
IFAFX | American Funds Income Fund of Amer F1 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
AMEFX | American Funds Income Fund of Amer F2 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
FIFAX | American Funds Income Fund of Amer F3 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIDAX | American Funds Income Fund of Amer R1 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIDBX | American Funds Income Fund of Amer R2 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIEBX | American Funds Income Fund of Amer R2E | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIDCX | American Funds Income Fund of Amer R3 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIDEX | American Funds Income Fund of Amer R4 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIDFX | American Funds Income Fund of Amer R5 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIDHX | American Funds Income Fund of Amer R5E | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
RIDGX | American Funds Income Fund of Amer R6 | Owns companies we recommend for divestment | 10 | 8 | 11 | 9 | X | Moderately Aggressive Allocation |
CIVAX | American Funds International Vntg 529-A | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
CIVBX | American Funds International Vntg 529-C | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
CIVCX | American Funds International Vntg 529-E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
CIVGX | American Funds International Vntg 529-F2 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
CIVHX | American Funds International Vntg 529-F3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
CIVKX | American Funds International Vntg 529F-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
AIVBX | American Funds International Vntg A | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
AIVCX | American Funds International Vntg C | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
AIVEX | American Funds International Vntg F-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
AIVFX | American Funds International Vntg F-2 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
AIVGX | American Funds International Vntg F-3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVAX | American Funds International Vntg R-1 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVDX | American Funds International Vntg R-2 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVHX | American Funds International Vntg R-2E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVIX | American Funds International Vntg R-3 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVKX | American Funds International Vntg R-4 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVLX | American Funds International Vntg R-5 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVJX | American Funds International Vntg R-5E | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
RIVGX | American Funds International Vntg R-6 | Owns companies we recommend for divestment | 3 | 1 | 7 | 3 | X | Foreign Large Growth |
CIICX | American Funds Intl Gr and Inc 529C | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
CGIEX | American Funds Intl Gr and Inc 529E | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
CGIFX | American Funds Intl Gr and Inc 529F1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
IGAAX | American Funds Intl Gr and Inc A | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
IGICX | American Funds Intl Gr and Inc C | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
IGIFX | American Funds Intl Gr and Inc F1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
IGFFX | American Funds Intl Gr and Inc F2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
IGAIX | American Funds Intl Gr and Inc F3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RIGAX | American Funds Intl Gr and Inc R1 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RIGBX | American Funds Intl Gr and Inc R2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RIIEX | American Funds Intl Gr and Inc R2E | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RGICX | American Funds Intl Gr and Inc R3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RIGEX | American Funds Intl Gr and Inc R4 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RIGFX | American Funds Intl Gr and Inc R5 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RIGIX | American Funds Intl Gr and Inc R5E | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
RIGGX | American Funds Intl Gr and Inc R6 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
FGGGX | American Funds Intl Gr and Inc529-F-2 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
FGIGX | American Funds Intl Gr and Inc529-F-3 | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
CGIAX | American Funds Intl Gr and Inc529A | Owns companies we recommend for divestment | 6 | 3 | 9 | 6 | X | Foreign Large Blend |
FCIAX | American Funds Invmt Co of Amer 529-F-2 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
FAOOX | American Funds Invmt Co of Amer 529-F-3 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
CICAX | American Funds Invmt Co of Amer 529A | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
CICCX | American Funds Invmt Co of Amer 529C | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
CICEX | American Funds Invmt Co of Amer 529E | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
CICFX | American Funds Invmt Co of Amer 529F | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
AIVSX | American Funds Invmt Co of Amer A | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
AICCX | American Funds Invmt Co of Amer C | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
AICFX | American Funds Invmt Co of Amer F1 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
ICAFX | American Funds Invmt Co of Amer F2 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
FFICX | American Funds Invmt Co of Amer F3 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RICAX | American Funds Invmt Co of Amer R1 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RICBX | American Funds Invmt Co of Amer R2 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RIBEX | American Funds Invmt Co of Amer R2E | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RICCX | American Funds Invmt Co of Amer R3 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RICEX | American Funds Invmt Co of Amer R4 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RICFX | American Funds Invmt Co of Amer R5 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RICHX | American Funds Invmt Co of Amer R5E | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
RICGX | American Funds Invmt Co of Amer R6 | Owns companies we recommend for divestment | 9 | 7 | 16 | 14 | X | Large Blend |
CBAAX | American Funds Moderate Gr & Inc 529-A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
CBPCX | American Funds Moderate Gr & Inc 529-C | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
CBAEX | American Funds Moderate Gr & Inc 529-E | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
CBAFX | American Funds Moderate Gr & Inc 529-F-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
FBBPX | American Funds Moderate Gr & Inc 529-F-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
FPPBX | American Funds Moderate Gr & Inc 529-F-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
BLPAX | American Funds Moderate Gr & Inc A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
CBAGX | American Funds Moderate Gr & Inc ABLE-A | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
CBBGX | American Funds Moderate Gr & Inc ABLE-F2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
BLPCX | American Funds Moderate Gr & Inc C | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
BLPFX | American Funds Moderate Gr & Inc F-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
BLPEX | American Funds Moderate Gr & Inc F-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
BLPDX | American Funds Moderate Gr & Inc F-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RBAAX | American Funds Moderate Gr & Inc R-1 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RBABX | American Funds Moderate Gr & Inc R-2 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RBBEX | American Funds Moderate Gr & Inc R-2E | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RBACX | American Funds Moderate Gr & Inc R-3 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RBAEX | American Funds Moderate Gr & Inc R-4 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RBAFX | American Funds Moderate Gr & Inc R-5 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RGPFX | American Funds Moderate Gr & Inc R-5E | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
RBAGX | American Funds Moderate Gr & Inc R-6 | Owns companies we recommend for divestment | 24 | 22 | 38 | 30 | X | Moderate Allocation |
FNEEX | American Funds New Economy 529-F-2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
FNNEX | American Funds New Economy 529-F-3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
CNGAX | American Funds New Economy 529A | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
CNGCX | American Funds New Economy 529C | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
CNGEX | American Funds New Economy 529E | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
CNGFX | American Funds New Economy 529F | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
ANEFX | American Funds New Economy A | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
ANFCX | American Funds New Economy C | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
ANFFX | American Funds New Economy F1 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
NEFFX | American Funds New Economy F2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
FNEFX | American Funds New Economy F3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNGAX | American Funds New Economy R1 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNGBX | American Funds New Economy R2 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNNEX | American Funds New Economy R2E | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNGCX | American Funds New Economy R3 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNGEX | American Funds New Economy R4 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNGFX | American Funds New Economy R5 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNGHX | American Funds New Economy R5E | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
RNGGX | American Funds New Economy R6 | Owns companies we recommend for divestment | 6 | 8 | 12 | 13 | X | Global Large-Stock Growth |
FFPNX | American Funds New Perspective 529-F-2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
FNFPX | American Funds New Perspective 529-F-3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPAX | American Funds New Perspective 529A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPCX | American Funds New Perspective 529C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPEX | American Funds New Perspective 529E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
CNPFX | American Funds New Perspective 529F | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
ANWPX | American Funds New Perspective A | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
NPFCX | American Funds New Perspective C | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
NPFFX | American Funds New Perspective F1 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
ANWFX | American Funds New Perspective F2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
FNPFX | American Funds New Perspective F3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPAX | American Funds New Perspective R1 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPBX | American Funds New Perspective R2 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RPEBX | American Funds New Perspective R2E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPCX | American Funds New Perspective R3 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPEX | American Funds New Perspective R4 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPFX | American Funds New Perspective R5 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPHX | American Funds New Perspective R5E | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
RNPGX | American Funds New Perspective R6 | Owns companies we recommend for divestment | 10 | 9 | 18 | 16 | X | Global Large-Stock Growth |
FNFWX | American Funds New World 529-F-2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
FWWNX | American Funds New World 529-F-3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CNWAX | American Funds New World 529A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CNWCX | American Funds New World 529C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CNWEX | American Funds New World 529E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
CNWFX | American Funds New World 529F | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NEWFX | American Funds New World A | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NEWCX | American Funds New World C | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NWFFX | American Funds New World F1 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NFFFX | American Funds New World F2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
FNWFX | American Funds New World F3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWAX | American Funds New World R1 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWBX | American Funds New World R2 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNEBX | American Funds New World R2E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWCX | American Funds New World R3 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWEX | American Funds New World R4 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWFX | American Funds New World R5 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWHX | American Funds New World R5E | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
RNWGX | American Funds New World R6 | Owns companies we recommend for divestment | 11 | 6 | 18 | 10 | X | Diversified Emerging Mkts |
NDARX | American Funds Retire Inc Port-Enh A | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
NDCRX | American Funds Retire Inc Port-Enh C | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
FCFWX | American Funds Retire Inc Port-Enh F1 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
FGFWX | American Funds Retire Inc Port-Enh F2 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
FIEWX | American Funds Retire Inc Port-Enh F3 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RCRPX | American Funds Retire Inc Port-Enh R1 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RFRPX | American Funds Retire Inc Port-Enh R2 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RIRPX | American Funds Retire Inc Port-Enh R2E | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RLRPX | American Funds Retire Inc Port-Enh R3 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RPRPX | American Funds Retire Inc Port-Enh R4 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RXRPX | American Funds Retire Inc Port-Enh R5 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RRQPX | American Funds Retire Inc Port-Enh R5E | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
RVRPX | American Funds Retire Inc Port-Enh R6 | Owns companies we recommend for divestment | 22 | 22 | 30 | 28 | X | Moderate Allocation |
NBARX | American Funds Retire Inc Port-Mod A | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
NBCRX | American Funds Retire Inc Port-Mod C | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
FBFWX | American Funds Retire Inc Port-Mod F1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
FHFWX | American Funds Retire Inc Port-Mod F2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
FIMWX | American Funds Retire Inc Port-Mod F3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RBRPX | American Funds Retire Inc Port-Mod R1 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RERPX | American Funds Retire Inc Port-Mod R2 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RHRPX | American Funds Retire Inc Port-Mod R2E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RKRPX | American Funds Retire Inc Port-Mod R3 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RNRPX | American Funds Retire Inc Port-Mod R4 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RRRPX | American Funds Retire Inc Port-Mod R5 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RRPPX | American Funds Retire Inc Port-Mod R5E | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
RURPX | American Funds Retire Inc Port-Mod R6 | Owns companies we recommend for divestment | 21 | 20 | 28 | 27 | X | Moderate Allocation |
FSWFX | American Funds SMALLCAP World 529-F-2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
FSFWX | American Funds SMALLCAP World 529-F-3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
CSPAX | American Funds SMALLCAP World 529A | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
CSPCX | American Funds SMALLCAP World 529C | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
CSPEX | American Funds SMALLCAP World 529E | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
CSPFX | American Funds SMALLCAP World 529F | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
SMCWX | American Funds SMALLCAP World A | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
SCWCX | American Funds SMALLCAP World C | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
SCWFX | American Funds SMALLCAP World F1 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
SMCFX | American Funds SMALLCAP World F2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
SFCWX | American Funds SMALLCAP World F3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RSLAX | American Funds SMALLCAP World R1 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RSLBX | American Funds SMALLCAP World R2 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RSEBX | American Funds SMALLCAP World R2E | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RSLCX | American Funds SMALLCAP World R3 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RSLEX | American Funds SMALLCAP World R4 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RSLFX | American Funds SMALLCAP World R5 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RSLDX | American Funds SMALLCAP World R5E | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
RLLGX | American Funds SMALLCAP World R6 | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Global Small/Mid Stock |
CMDDX | American Funds U.S. Sm & Md Cp Eq 529-A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
CMDHX | American Funds U.S. Sm & Md Cp Eq 529-C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
CMDJX | American Funds U.S. Sm & Md Cp Eq 529-E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
SMDEX | American Funds U.S. Sm & Md Cp Eq A | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
SMDGX | American Funds U.S. Sm & Md Cp Eq C | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
SMDJX | American Funds U.S. Sm & Md Cp Eq F-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
SMDKX | American Funds U.S. Sm & Md Cp Eq F-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
SMDNX | American Funds U.S. Sm & Md Cp Eq F-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDDX | American Funds U.S. Sm & Md Cp Eq R-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDEX | American Funds U.S. Sm & Md Cp Eq R-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDGX | American Funds U.S. Sm & Md Cp Eq R-2E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDHX | American Funds U.S. Sm & Md Cp Eq R-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDJX | American Funds U.S. Sm & Md Cp Eq R-4 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDLX | American Funds U.S. Sm & Md Cp Eq R-5 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDKX | American Funds U.S. Sm & Md Cp Eq R-5E | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
RMDMX | American Funds U.S. Sm & Md Cp Eq R-6 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
CMDLX | American Funds U.S. Sm & Md Cp Eq529-F-1 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
CMDNX | American Funds U.S. Sm & Md Cp Eq529-F-2 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
CMDOX | American Funds U.S. Sm & Md Cp Eq529-F-3 | Owns companies we recommend for divestment | 3 | 3 | 2 | 5 | X | Mid-Cap Blend |
FWMMX | American Funds Washington Mutual 529-F-2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
FWWMX | American Funds Washington Mutual 529-F-3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
CWMAX | American Funds Washington Mutual 529A | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
CWMCX | American Funds Washington Mutual 529C | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
CWMEX | American Funds Washington Mutual 529E | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
CWMFX | American Funds Washington Mutual 529F1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
AWSHX | American Funds Washington Mutual A | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
WSHCX | American Funds Washington Mutual C | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
WSHFX | American Funds Washington Mutual F1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
WMFFX | American Funds Washington Mutual F2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
FWMIX | American Funds Washington Mutual F3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWMAX | American Funds Washington Mutual R1 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWMBX | American Funds Washington Mutual R2 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWEBX | American Funds Washington Mutual R2E | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWMCX | American Funds Washington Mutual R3 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWMEX | American Funds Washington Mutual R4 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWMFX | American Funds Washington Mutual R5 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWMHX | American Funds Washington Mutual R5E | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
RWMGX | American Funds Washington Mutual R6 | Owns companies we recommend for divestment | 12 | 11 | 18 | 18 | X | Large Blend |
AMRAX | American Growth One A | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
AMRBX | American Growth One B | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
AMRCX | American Growth One C | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
AMRGX | American Growth One D | Owns companies we recommend for divestment | 1 | 4 | 4 | 4 | X | Large Growth |
IICAX | AMF Large Cap Equity AMF | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
IICHX | AMF Large Cap Equity H | Owns companies we recommend for divestment | 1 | 5 | 5 | 4 | X | Large Blend |
BRWIX | AMG Boston Common Global Impact I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 3 | 4 | V | Global Large-Stock Growth |
MSSCX | AMG Frontier Small Cap Growth I | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
MSSVX | AMG Frontier Small Cap Growth N | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
MSSYX | AMG Frontier Small Cap Growth Z | Owns companies we recommend for divestment | 2 | 0 | 0 | 2 | X | Small Growth |
MECIX | AMG GW&K International Small Cap I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
MECAX | AMG GW&K International Small Cap N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
MECZX | AMG GW&K International Small Cap Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
GWEIX | AMG GW&K Small Cap Core I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
GWETX | AMG GW&K Small Cap Core N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
GWEZX | AMG GW&K Small Cap Core Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
SKSIX | AMG GW&K Small Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
SKSEX | AMG GW&K Small Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
SKSZX | AMG GW&K Small Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Blend |
GWGIX | AMG GW&K Small Mid Cap Core I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
GWGVX | AMG GW&K Small Mid Cap Core N | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
GWGZX | AMG GW&K Small Mid Cap Core Z | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Mid-Cap Blend |
ACWIX | AMG GW&K Small/Mid Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
ACWDX | AMG GW&K Small/Mid Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
ACWZX | AMG GW&K Small/Mid Cap Growth Z | Owns companies we recommend for divestment | 1 | 3 | 0 | 4 | X | Small Growth |
MCGIX | AMG Montrusco Bolton Large Cap Growth I | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MCGFX | AMG Montrusco Bolton Large Cap Growth N | Owns companies we recommend for divestment | 1 | 2 | 5 | 3 | X | Large Growth |
MRLSX | AMG Renaissance Large Cap Growth I | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
MRLTX | AMG Renaissance Large Cap Growth N | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
MRLIX | AMG Renaissance Large Cap Growth Z | Owns companies we recommend for divestment | 1 | 3 | 6 | 6 | X | Large Growth |
ARIDX | AMG River Road Dividend All Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
ARDEX | AMG River Road Dividend All Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
ARZDX | AMG River Road Dividend All Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Large Value |
AFAVX | AMG River Road Focused Absolute Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 0 | X | Mid-Cap Blend |
ARRFX | AMG River Road Focused Absolute Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 0 | X | Mid-Cap Blend |
ARRZX | AMG River Road Focused Absolute Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 2 | 0 | X | Mid-Cap Blend |
MEQFX | AMG River Road Large Cap Value Select I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
FQUAX | AMG River Road Large Cap Value Select N | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 1 | 1 | X | Large Blend |
ABMIX | AMG River Road Mid Cap Value I | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
CHTTX | AMG River Road Mid Cap Value N | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
ABIZX | AMG River Road Mid Cap Value Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 2 | 0 | X | Mid-Cap Value |
ARSIX | AMG River Road Small Cap Value I | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
ARSVX | AMG River Road Small Cap Value N | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
ARZMX | AMG River Road Small Cap Value Z | Owns companies we recommend for divestment | 3 | 3 | 1 | 3 | X | Small Value |
ARIMX | AMG River Road Small-Mid Cap Value I | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
ARSMX | AMG River Road Small-Mid Cap Value N | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
ARSZX | AMG River Road Small-Mid Cap Value Z | Owns companies we recommend for divestment | 2 | 2 | 2 | 3 | X | Small Value |
TSYIX | AMG TimesSquare Global Small Cap I | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
TSYNX | AMG TimesSquare Global Small Cap N | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
TSYZX | AMG TimesSquare Global Small Cap Z | Owns companies we recommend for divestment | 2 | 2 | 0 | 0 | X | Global Small/Mid Stock |
TQTIX | AMG TimesSquare International SmallCap I | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
TCMPX | AMG TimesSquare International SmallCap N | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
TCMIX | AMG TimesSquare International SmallCap Z | Owns companies we recommend for divestment | 2 | 1 | 1 | 0 | X | Foreign Small/Mid Growth |
TQMIX | AMG TimesSquare Mid Cap Growth I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
TMDPX | AMG TimesSquare Mid Cap Growth N | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
TMDIX | AMG TimesSquare Mid Cap Growth Z | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Mid-Cap Growth |
TSQIX | AMG TimesSquare Small Cap Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
TSCPX | AMG TimesSquare Small Cap Growth N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
TSCIX | AMG TimesSquare Small Cap Growth Z | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Small Growth |
MSEIX | AMG Veritas Asia Pacific I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MGSEX | AMG Veritas Asia Pacific N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Pacific/Asia ex-Japan Stk |
MIMFX | AMG Veritas China I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
MMCFX | AMG Veritas China N | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
MFQTX | AMG Veritas Global Focus I | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Growth |
MFQAX | AMG Veritas Global Focus N | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Large Growth |
BLUEX | AMG Veritas Global Real Return I | Owns companies we recommend for divestment | 1 | 3 | 3 | 6 | X | Long-Short Equity |
YAFIX | AMG Yacktman Focused I | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
YAFFX | AMG Yacktman Focused N | Owns companies we recommend for divestment | 3 | 3 | 4 | 5 | X | Large Value |
YFSIX | AMG Yacktman Global I | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Value |
YFSNX | AMG Yacktman Global N | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Global Large-Stock Value |
YACKX | AMG Yacktman I | Owns companies we recommend for divestment | 3 | 4 | 6 | 5 | X | Large Value |
YASSX | AMG Yacktman Special Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
YASLX | AMG Yacktman Special Opportunities Z | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Value |
AIEQ | Amplify AI Powered Equity ETF | Owns companies we recommend for divestment | 1 | 2 | 4 | 3 | X | Large Growth |
MJ | Amplify Alternative Harvest ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Miscellaneous Sector |
AIVC | Amplify Bloomberg AI Value Chain ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 4 | X | Technology |
ITEQ | Amplify BlueStar Israel Technology ETF | Owns companies we recommend for divestment | 5 | 2 | 8 | 2 | X | Technology |
COWS | Amplify Cash Flow Dividend Leaders ETF | Owns companies we recommend for divestment | 2 | 0 | 3 | 2 | X | Large Value |
DIVO | Amplify CWP Enhanced Dividend Income ETF | Owns companies we recommend for divestment | 2 | 3 | 4 | 2 | X | Derivative Income |
IDVO | Amplify CWP International Enh Div IncETF | Owns companies we recommend for divestment | 1 | 0 | 3 | 1 | X | Foreign Large Blend |
HACK | Amplify Cybersecurity ETF | Owns companies we recommend for divestment | 4 | 0 | 3 | 4 | X | Technology |
IPAY | Amplify Digital Payments ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 0 | X | Miscellaneous Sector |
ETHO | Amplify Etho Climate Leadership U.S. ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 3 | 3 | V | Mid-Cap Blend |
YYY | Amplify High Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Tactical Allocation |
SILJ | Amplify Junior Silver Miners ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Equity Precious Metals |
BATT | Amplify Lithium & Battery Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | V | Natural Resources |
NDIV | Amplify Natural Resources Div Inc ETF | Owns companies we recommend for divestment | 2 | 0 | 4 | 0 | X | Natural Resources |
IBUY | Amplify Online Retail ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 6 | 1 | X | Consumer Cyclical |
SMAP | Amplify Small-Mid Cap Equity ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 1 | X | Small Blend |
MVPS | Amplify Thematic All-Stars ETF | Owns companies we recommend for divestment | 3 | 2 | 11 | 10 | X | Technology |
BLOK | Amplify Transformational Data Shrg ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 2 | X | Digital Assets |
AWAY | Amplify Travel Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 5 | 0 | X | Consumer Cyclical |
GAMR | Amplify Video Game Tech ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 4 | 3 | X | Communications |
THNR | Amplify Weight Loss Drug & Treatment ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Health |
ADEIX | Ancora Dividend Value Equity I | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
AAIIX | Ancora Income I | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Preferred Stock |
ANCIX | Ancora MicroCap I | Owns companies we recommend for divestment | 1 | 1 | 1 | 0 | X | Small Value |
AATIX | Ancora/Thelen Small-Mid Cap I | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
AATSX | Ancora/Thelen Small-Mid Cap S | Owns companies we recommend for divestment | 2 | 1 | 2 | 1 | X | Small Blend |
AOTG | AOT Growth and Innovation ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 4 | X | Technology |
APPIX | Appleseed Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
APPLX | Appleseed Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Global Allocation |
AFAZX | Applied Finance Dividend Institutional | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
AFALX | Applied Finance Dividend Investor | Owns companies we recommend for divestment | 2 | 2 | 3 | 3 | X | Large Value |
AFDZX | Applied Finance Explorer Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
AFDVX | Applied Finance Explorer Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Small Value |
AFVZX | Applied Finance Select Institutional | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Large Value |
AFVLX | Applied Finance Select Investor | Owns companies we recommend for divestment | 2 | 2 | 6 | 3 | X | Large Value |
VSLU | Applied Finance Valuation LgCp ETF | Owns companies we recommend for divestment | 12 | 14 | 19 | 19 | X | Large Blend |
ACIO | Aptus Collared Investment Opp ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Equity Hedged |
ADME | Aptus Drawdown Managed Equity ETF | Owns companies we recommend for divestment | 3 | 8 | 7 | 8 | X | Equity Hedged |
DUBS | Aptus Large Cap Enhanced Yield ETF | Owns companies we recommend for divestment | 14 | 17 | 24 | 21 | X | Large Blend |
QTELX | AQR Emerging Multi-Style II I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
QTENX | AQR Emerging Multi-Style II N | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
QTERX | AQR Emerging Multi-Style II R6 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
QMNIX | AQR Equity Market Neutral I | Owns companies we recommend for divestment | 14 | 16 | 28 | 19 | X | Equity Market Neutral |
QMNNX | AQR Equity Market Neutral N | Owns companies we recommend for divestment | 14 | 16 | 28 | 19 | X | Equity Market Neutral |
QMNRX | AQR Equity Market Neutral R6 | Owns companies we recommend for divestment | 14 | 16 | 28 | 19 | X | Equity Market Neutral |
ANDIX | AQR International Defensive Style I | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
ANDNX | AQR International Defensive Style N | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
ANDRX | AQR International Defensive Style R6 | Owns companies we recommend for divestment | 5 | 3 | 5 | 3 | X | Foreign Large Blend |
AIMOX | AQR International Momentum Style I | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
AIONX | AQR International Momentum Style N | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
QIORX | AQR International Momentum Style R6 | Owns companies we recommend for divestment | 6 | 4 | 14 | 3 | X | Foreign Large Growth |
QICLX | AQR International Multi-Style I | Owns companies we recommend for divestment | 7 | 3 | 10 | 2 | X | Foreign Large Value |
QICNX | AQR International Multi-Style N | Owns companies we recommend for divestment | 7 | 3 | 10 | 2 | X | Foreign Large Value |
QICRX | AQR International Multi-Style R6 | Owns companies we recommend for divestment | 7 | 3 | 10 | 2 | X | Foreign Large Value |
AUEIX | AQR Large Cap Defensive Style I | Owns companies we recommend for divestment | 8 | 7 | 12 | 13 | X | Large Blend |
AUENX | AQR Large Cap Defensive Style N | Owns companies we recommend for divestment | 8 | 7 | 12 | 13 | X | Large Blend |
QUERX | AQR Large Cap Defensive Style R6 | Owns companies we recommend for divestment | 8 | 7 | 12 | 13 | X | Large Blend |
AMOMX | AQR Large Cap Momentum Style I | Owns companies we recommend for divestment | 12 | 13 | 14 | 19 | X | Large Growth |
AMONX | AQR Large Cap Momentum Style N | Owns companies we recommend for divestment | 12 | 13 | 14 | 19 | X | Large Growth |
QMORX | AQR Large Cap Momentum Style R6 | Owns companies we recommend for divestment | 12 | 13 | 14 | 19 | X | Large Growth |
QCELX | AQR Large Cap Multi-Style I | Owns companies we recommend for divestment | 7 | 12 | 15 | 11 | X | Large Blend |
QCENX | AQR Large Cap Multi-Style N | Owns companies we recommend for divestment | 7 | 12 | 15 | 11 | X | Large Blend |
QCERX | AQR Large Cap Multi-Style R6 | Owns companies we recommend for divestment | 7 | 12 | 15 | 11 | X | Large Blend |
QLEIX | AQR Long-Short Equity I | Owns companies we recommend for divestment | 16 | 15 | 32 | 21 | X | Long-Short Equity |
QLENX | AQR Long-Short Equity N | Owns companies we recommend for divestment | 16 | 15 | 32 | 21 | X | Long-Short Equity |
QLERX | AQR Long-Short Equity R6 | Owns companies we recommend for divestment | 16 | 15 | 32 | 21 | X | Long-Short Equity |
ASMOX | AQR Small Cap Momentum Style I | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
ASMNX | AQR Small Cap Momentum Style N | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
QSMRX | AQR Small Cap Momentum Style R6 | Owns companies we recommend for divestment | 4 | 6 | 2 | 6 | X | Small Growth |
QSMLX | AQR Small Cap Multi-Style I | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Small Blend |
QSMNX | AQR Small Cap Multi-Style N | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Small Blend |
QSERX | AQR Small Cap Multi-Style R6 | Owns companies we recommend for divestment | 2 | 3 | 2 | 3 | X | Small Blend |
| Aquarius International | Owns companies we recommend for divestment | 8 | 5 | 19 | 10 | X | Foreign Large Blend |
ATGAX | Aquila Opportunity Growth A | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
ATGCX | Aquila Opportunity Growth C | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
ATRIX | Aquila Opportunity Growth Ins | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
ATGYX | Aquila Opportunity Growth Y | Owns companies we recommend for divestment | 1 | 2 | 2 | 3 | X | Mid-Cap Blend |
ARGAX | Arbitrage A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
ARBCX | Arbitrage C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
ARBNX | Arbitrage I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
ARBFX | Arbitrage R | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Event Driven |
VWI | Arch Indices VOI Absolute Income ETF | Owns companies we recommend for divestment | 2 | 6 | 4 | 4 | X | Moderate Allocation |
ARCHX | Archer Balanced | Owns companies we recommend for divestment | 2 | 2 | 5 | 4 | X | Moderate Allocation |
ARDGX | Archer Dividend Growth | Owns companies we recommend for divestment | 5 | 2 | 4 | 4 | X | Large Value |
AFOCX | Archer Focus | Owns companies we recommend for divestment | 1 | 1 | 4 | 3 | X | Large Blend |
ALSMX | Archer Multi Cap | Owns companies we recommend for divestment | 1 | 4 | 7 | 5 | X | Mid-Cap Blend |
ARSKX | Archer Stock | Owns companies we recommend for divestment | 2 | 3 | 6 | 5 | X | Large Blend |
ARMIX | ARGA Emerging Markets Value Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ARVIX | ARGA International Value Institutional | Owns companies we recommend for divestment | 3 | 1 | 1 | 2 | X | Foreign Large Value |
ARUIX | ARGA Value Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Large Value |
ARUVX | ARGA Value Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 1 | 0 | X | Large Value |
AMID | Argent Mid Cap ETF | Owns companies we recommend for divestment | 2 | 0 | 1 | 2 | X | Mid-Cap Blend |
CAAIX | Ariel Appreciation Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
CAAPX | Ariel Appreciation Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
AFOYX | Ariel Focus Institutional | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
ARFFX | Ariel Focus Investor | Owns companies we recommend for divestment | 2 | 0 | 2 | 1 | X | Mid-Cap Value |
ARAIX | Ariel Fund Institutional | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
ARGFX | Ariel Fund Investor | Owns companies we recommend for divestment | 1 | 0 | 0 | 1 | X | Mid-Cap Value |
AGLYX | Ariel Global Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Value |
AGLOX | Ariel Global Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Global Large-Stock Value |
AINIX | Ariel International Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
AINTX | Ariel International Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Value |
ARALX | Aristotle Core Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ARILX | Aristotle Core Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
AILLX | Aristotle Core Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 4 | 5 | 5 | X | Large Growth |
ARAGX | Aristotle Growth Equity A | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
ARIGX | Aristotle Growth Equity I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
AIGGX | Aristotle Growth Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 3 | X | Large Growth |
ARAFX | Aristotle International Eq A | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
ARIFX | Aristotle International Eq I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
AIFFX | Aristotle International Equity I-2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 1 | X | Foreign Large Blend |
ARABX | Aristotle Small Cap Eq A | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
AISBX | Aristotle Small Cap Eq C | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
ARIBX | Aristotle Small Cap Eq I | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
ARRBX | Aristotle Small Cap Eq R6 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
AIBBX | Aristotle Small Cap Equity I-2 | Owns companies we recommend for divestment | 1 | 2 | 0 | 2 | X | Small Blend |
ARAHX | Aristotle Small/Mid Cap Equity A | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
AISHX | Aristotle Small/Mid Cap Equity C | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
ARIHX | Aristotle Small/Mid Cap Equity I | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
AIHHX | Aristotle Small/Mid Cap Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 0 | 2 | X | Small Blend |
ARAQX | Aristotle Value Eq A | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
ARIQX | Aristotle Value Eq I | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
AIQQX | Aristotle Value Equity I-2 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
ARRQX | Aristotle Value Equity R6 | Owns companies we recommend for divestment | 2 | 1 | 3 | 3 | X | Large Blend |
ARAOX | Aristotle/Saul Global Eq A | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Blend |
ARIOX | Aristotle/Saul Global Eq I | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Blend |
AIOOX | Aristotle/Saul Global Equity I-2 | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Global Large-Stock Blend |
ARKQ | ARK Autonomous Technology&Robotics ETF | Owns companies we recommend for divestment | 5 | 1 | 6 | 8 | X | Technology |
ARKF | ARK Fintech Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Technology |
ARKG | ARK Genomic Revolution ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Health |
ARKK | ARK Innovation ETF | Owns companies we recommend for divestment | 1 | 1 | 3 | 2 | X | Mid-Cap Growth |
IZRL | ARK Israel Innovative Technology ETF | Owns companies we recommend for divestment | 6 | 2 | 8 | 2 | X | Technology |
ARKW | ARK Next Generation Internet ETF | Owns companies we recommend for divestment | 1 | 2 | 3 | 3 | X | Technology |
ARKX | ARK Space Exploration & Innovation ETF | Owns companies we recommend for divestment | 6 | 1 | 6 | 11 | X | Mid-Cap Growth |
GYLD | Arrow Dow Jones Global Yield ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Allocation |
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 in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
APHDX | Artisan Global Discovery Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
APFDX | Artisan Global Discovery Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 2 | X | Global Small/Mid Stock |
APDHX | Artisan Global Equity Advisor | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Global Large-Stock Growth |
APHHX | Artisan Global Equity Institutional | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Global Large-Stock Growth |
ARTHX | Artisan Global Equity Investor | Owns companies we recommend for divestment | 2 | 2 | 4 | 3 | X | Global Large-Stock Growth |
APDRX | Artisan Global Opportunities Advisor | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
APHRX | Artisan Global Opportunities Instl | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
ARTRX | Artisan Global Opportunities Inv | Owns companies we recommend for divestment | 1 | 2 | 3 | 4 | X | Global Large-Stock Growth |
APDGX | Artisan Global Value Advisor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
APHGX | Artisan Global Value Institutional | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
ARTGX | Artisan Global Value Investor | Owns companies we recommend for divestment | 3 | 3 | 4 | 1 | X | Global Large-Stock Value |
APDIX | Artisan International Advisor | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | 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 | 1 | 3 | 2 | X | Foreign Large Growth |
ARTIX | Artisan International Investor | Owns companies we recommend for divestment | 2 | 1 | 3 | 2 | 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 | 2 | 1 | 2 | X | Foreign Large Blend |
APHKX | Artisan International Value Instl | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
ARTKX | Artisan International Value Investor | Owns companies we recommend for divestment | 1 | 2 | 1 | 2 | X | Foreign Large Blend |
APDMX | Artisan Mid Cap Advisor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
APHMX | Artisan Mid Cap Institutional | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Mid-Cap Growth |
ARTMX | Artisan Mid Cap Investor | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 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 | 3 | 2 | X | Large Blend |
APHNX | Artisan Select Equity Institutional | Owns companies we recommend for divestment | 2 | 3 | 3 | 2 | X | Large Blend |
ARTNX | Artisan Select Equity Investor | Owns companies we recommend for divestment | 2 | 3 | 3 | 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 | V | Diversified Emerging Mkts |
APHEX | Artisan Sustainable Emerging Mkts Inst | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
ARTZX | Artisan Sustainable Emerging Mkts Inv | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | V | Diversified Emerging Mkts |
APDLX | Artisan Value Advisor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Large Value |
APDWX | Artisan Value Income Advisor | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Value |
APHWX | Artisan Value Income Institutional | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Value |
APFWX | Artisan Value Income Investor | Owns companies we recommend for divestment | 1 | 1 | 0 | 2 | X | Large Value |
APHLX | Artisan Value Institutional | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Large Value |
ARTLX | Artisan Value Investor | Owns companies we recommend for divestment | 1 | 1 | 4 | 2 | X | Large Value |
EMQAX | Ashmore Emerging Markets Active Eq A | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMQCX | Ashmore Emerging Markets Active Eq C | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMQIX | Ashmore Emerging Markets Active Eq Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
EMXAX | Ashmore Emerging Markets Eq ex Chn A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMXCX | Ashmore Emerging Markets Eq ex Chn C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMXIX | Ashmore Emerging Markets Eq ex Chn Inst | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMEAX | Ashmore Emerging Markets Equity A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EMECX | Ashmore Emerging Markets Equity C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
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 |
EMFIX | Ashmore Emerging Markets Equity Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ESSAX | Ashmore Emerging Markets Sm Cp Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ESSCX | Ashmore Emerging Markets Sm Cp Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
ESCIX | Ashmore Emerging Markets Sm Cp Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EFEAX | Ashmore Emerging Mkts Frontier Eq A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EFECX | Ashmore Emerging Mkts Frontier Eq C | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
EFEIX | Ashmore Emerging Mkts Frontier Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Diversified Emerging Mkts |
REDWX | Aspiration Redwood | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 0 | 2 | V | Large Blend |
ROE | Astoria US Equal Weight Quality KingsETF | Owns companies we recommend for divestment | 4 | 5 | 9 | 6 | X | Large Value |
GQQQ | Astoria US Quality Growth Kings ETF | Owns companies we recommend for divestment | 4 | 3 | 9 | 7 | X | Large Growth |
AUERX | Auer Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 2 | 1 | X | Small Value |
AUXAX | Auxier Focus A | Owns companies we recommend for divestment | 6 | 8 | 12 | 5 | X | Large Value |
AUXIX | Auxier Focus Institutional | Owns companies we recommend for divestment | 6 | 8 | 12 | 5 | X | Large Value |
AUXFX | Auxier Focus Inv | Owns companies we recommend for divestment | 6 | 8 | 12 | 5 | X | Large Value |
AVGE | Avantis All Equity Markets ETF | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Global Large-Stock Blend |
AVGV | Avantis All Equity Markets Value ETF | Owns companies we recommend for divestment | 29 | 21 | 60 | 21 | X | Global Large-Stock Value |
AVNM | Avantis All International Mkts Eq ETF | Owns companies we recommend for divestment | 39 | 11 | 76 | 11 | X | Foreign Large Blend |
AVNV | Avantis All International Mkts Val ETF | Owns companies we recommend for divestment | 21 | 3 | 45 | 4 | X | Foreign Large Value |
AVEM | Avantis Emerging Markets Equity ETF | Owns companies we recommend for divestment | 2 | 0 | 11 | 0 | X | Diversified Emerging Mkts |
AVXC | Avantis Emerging Markets Ex-Chn Eq ETF | Owns companies we recommend for divestment | 1 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
AVEE | Avantis Emerging Markets Sm Cp Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 4 | 0 | X | Diversified Emerging Mkts |
AVES | Avantis Emerging Markets Value ETF | Owns companies we recommend for divestment | 1 | 0 | 5 | 0 | X | Diversified Emerging Mkts |
AVIE | Avantis Inflation Focused Equity ETF | Owns companies we recommend for divestment | 2 | 5 | 4 | 1 | X | Large Blend |
AVDE | Avantis International Equity ETF | Owns companies we recommend for divestment | 37 | 10 | 65 | 11 | X | Foreign Large Blend |
AVIV | Avantis International Large Cap Val ETF | Owns companies we recommend for divestment | 9 | 2 | 20 | 4 | X | Foreign Large Value |
AVDV | Avantis International Small Cap Val ETF | Owns companies we recommend for divestment | 13 | 1 | 23 | 0 | X | Foreign Small/Mid Value |
AVDS | Avantis International Small Cp Eq ETF | Owns companies we recommend for divestment | 22 | 3 | 35 | 0 | X | Foreign Small/Mid Blend |
AVMA | Avantis Moderate Allocation ETF | Owns companies we recommend for divestment | 69 | 47 | 121 | 54 | X | Moderate Allocation |
AVRE | Avantis Real Estate ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Global Real Estate |
AVSE | Avantis Responsible Emerging Mkts Eq ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 6 | 0 | V | Diversified Emerging Mkts |
AVSD | Avantis Responsible International Eq ETF | Owns companies we recommend for divestment | 21 | 6 | 43 | 10 | V | Foreign Large Blend |
AVSU | Avantis Responsible US Equity ETF | Owns companies we recommend for divestment | 13 | 25 | 28 | 35 | V | Large Blend |
AVLC | Avantis U.S. Large Cap Equity ETF | Owns companies we recommend for divestment | 23 | 26 | 32 | 38 | X | Large Blend |
ALCEX | Avantis U.S. Large Cap Value G | Owns companies we recommend for divestment | 5 | 11 | 12 | 11 | X | Large Value |
AVLVX | Avantis U.S. Large Cap Value Inst | Owns companies we recommend for divestment | 5 | 11 | 12 | 11 | X | Large Value |
AVMC | Avantis U.S. Mid Cap Equity ETF | Owns companies we recommend for divestment | 10 | 10 | 7 | 15 | X | Mid-Cap Blend |
AVMV | Avantis U.S. Mid Cap Value ETF | Owns companies we recommend for divestment | 2 | 6 | 1 | 5 | X | Mid-Cap Value |
AVSBX | Avantis U.S. Small Cap Equity G | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Small Blend |
AVSCX | Avantis U.S. Small Cap Equity Inst | Owns companies we recommend for divestment | 5 | 6 | 7 | 4 | X | Small Blend |
AVUS | Avantis US Equity ETF | Owns companies we recommend for divestment | 27 | 36 | 40 | 41 | X | Large Blend |
AVLV | Avantis US Large Cap Value ETF | Owns companies we recommend for divestment | 2 | 8 | 11 | 8 | X | Large Value |
AVSC | Avantis US Small Cap Equity ETF | Owns companies we recommend for divestment | 6 | 6 | 8 | 5 | X | Small Value |
AVUV | Avantis US Small Cap Value ETF | Owns companies we recommend for divestment | 4 | 6 | 4 | 6 | X | Small Value |
AVENX | Avantis® Emerging Markets Equity G | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
AVEEX | Avantis® Emerging Markets Equity Instl | Owns companies we recommend for divestment | 2 | 0 | 10 | 0 | X | Diversified Emerging Mkts |
AVDNX | Avantis® International Equity G | Owns companies we recommend for divestment | 33 | 9 | 60 | 11 | X | Foreign Large Blend |
AVDEX | Avantis® International Equity Instl | Owns companies we recommend for divestment | 33 | 9 | 60 | 11 | X | Foreign Large Blend |
AVANX | Avantis® International Small Cap Val G | Owns companies we recommend for divestment | 15 | 2 | 22 | 1 | X | Foreign Small/Mid Value |
AVDVX | Avantis® International Small Cap Val Ins | Owns companies we recommend for divestment | 15 | 2 | 22 | 1 | X | Foreign Small/Mid Value |
AVUNX | Avantis® U.S. Equity G | Owns companies we recommend for divestment | 28 | 35 | 38 | 43 | X | Large Blend |
AVUSX | Avantis® U.S. Equity Institutional | Owns companies we recommend for divestment | 28 | 35 | 38 | 43 | X | Large Blend |
AVCNX | Avantis® U.S. Small Cap Value G | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Small Value |
AVUVX | Avantis® U.S. Small Cap Value Instl | Owns companies we recommend for divestment | 3 | 5 | 2 | 6 | X | Small Value |
AVEAX | Ave Maria Focused | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Mid-Cap Growth |
AVEGX | Ave Maria Growth | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 0 | 1 | X | Large Growth |
AVEDX | Ave Maria Rising Dividend | Owns companies we recommend for divestment | 3 | 0 | 4 | 3 | X | Large Blend |
AVEMX | Ave Maria Value | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Blend |
AVEWX | Ave Maria World Equity | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 1 | X | Global Large-Stock Blend |
PPI | AXS Astoria Real Assets ETF | Owns companies we recommend for divestment | 3 | 0 | 4 | 1 | X | Global Allocation |
CHGX | AXS Change Finance ESG ETF | Owns companies we recommend for divestment | 1 | 0 | 6 | 8 | V | Large Blend |
ADOAX | Axs Dynamic Opportunity A | Owns companies we recommend for divestment | 2 | 2 | 4 | 5 | X | Equity Hedged |
ADOIX | Axs Dynamic Opportunity I | Owns companies we recommend for divestment | 2 | 2 | 4 | 5 | X | Equity Hedged |
WUGI | AXS Esoterica NextG Economy ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 2 | 3 | 3 | X | Technology |
LDVAX | AXS FTSE Vntr Cptl RetTrckr A | Owns companies we recommend for divestment | 7 | 6 | 14 | 11 | X | Large Growth |
LDVCX | AXS FTSE Vntr Cptl RetTrckr C | Owns companies we recommend for divestment | 7 | 6 | 14 | 11 | X | Large Growth |
LDVIX | AXS FTSE Vntr Cptl RetTrckr I | Owns companies we recommend for divestment | 7 | 6 | 14 | 11 | X | Large Growth |
NXTE | AXS Green Alpha ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 3 | 1 | V | Global Large-Stock Blend |
OIOAX | AXS Income Opportunities A | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Preferred Stock |
OIODX | AXS Income Opportunities D | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Preferred Stock |
OIOIX | AXS Income Opportunities I | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Preferred Stock |
KNO | AXS Knowledge Leaders ETF | Owns companies we recommend for divestment | 1 | 1 | 5 | 4 | X | Global Large-Stock Blend |
COGIX | AXS Market Neutral Instl | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Equity Market Neutral |
COGMX | AXS Market Neutral Inv | Owns companies we recommend for divestment | 4 | 3 | 4 | 6 | X | Equity Market Neutral |
RINC | AXS Real Estate Income ETF | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Real Estate |
AZTD | Aztlan Global Stock Sel Dm SMID ETF | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 0 | 0 | X | Global Small/Mid Stock |
NRSH | Aztlan NA Nearshoring Stk Sel ETF | Owns companies we recommend for divestment | 1 | 1 | 0 | 1 | X | Large Blend |
ADJEX | Azzad Ethical | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Mid-Cap Growth |
AFNAX | Bahl & Gaynor Income Growth A | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Blend |
AFYCX | Bahl & Gaynor Income Growth C | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Blend |
BGIG | Bahl & Gaynor Income Growth ETF | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Value |
AFNIX | Bahl & Gaynor Income Growth I | Owns companies we recommend for divestment | 4 | 2 | 6 | 4 | X | Large Blend |
SMIG | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | Owns companies we recommend for divestment | 1 | 0 | 1 | 1 | X | Small Value |
BCANX | Baillie Gifford China A Shares Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BCAKX | Baillie Gifford China A Shares K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGCBX | Baillie Gifford China Equities Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGCDX | Baillie Gifford China Equities K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | China Region |
BGPTX | Baillie Gifford Developed EAFE All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGPFX | Baillie Gifford Developed EAFE All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BSGPX | Baillie Gifford Developed EAFE All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGPKX | Baillie Gifford Developed EAFE All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGCWX | Baillie Gifford EAFE Plus All Cap 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGCJX | Baillie Gifford EAFE Plus All Cap 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGCSX | Baillie Gifford EAFE Plus All Cap I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BKGCX | Baillie Gifford EAFE Plus All Cap K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 1 | 0 | X | Foreign Large Growth |
BGEWX | Baillie Gifford Emer Mkt Ex Chn Instl | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEZX | Baillie Gifford Emer Mkt Ex Chn K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEHX | Baillie Gifford Emerging Markets Eqs 2 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGELX | Baillie Gifford Emerging Markets Eqs 3 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEPX | Baillie Gifford Emerging Markets Eqs 4 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEDX | Baillie Gifford Emerging Markets Eqs 5 | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGEGX | Baillie Gifford Emerging Markets Eqs I | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGKEX | Baillie Gifford Emerging Markets Eqs K | Owns companies we recommend for divestment | 1 | 0 | 1 | 0 | X | Diversified Emerging Mkts |
BGATX | Baillie Gifford Global Alpha Equities 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
BGALX | Baillie Gifford Global Alpha Equities 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
BGASX | Baillie Gifford Global Alpha Equities I | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
BGAKX | Baillie Gifford Global Alpha Equities K | Owns companies in our database, but no companies we recommend for divestment | 0 | 3 | 4 | 5 | X | Global Large-Stock Growth |
BGHBX | Baillie Gifford Health Inn Eq Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGHDX | Baillie Gifford Health Inn Eq K | Owns no companies in our database | 0 | 0 | 0 | 0 | V | Health |
BGITX | Baillie Gifford International Alpha 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIFX | Baillie Gifford International Alpha 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIUX | Baillie Gifford International Alpha 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIVX | Baillie Gifford International Alpha 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BINSX | Baillie Gifford International Alpha I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGIKX | Baillie Gifford International Alpha K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGETX | Baillie Gifford International Growth 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEUX | Baillie Gifford International Growth 3 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEFX | Baillie Gifford International Growth 4 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEVX | Baillie Gifford International Growth 5 | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGESX | Baillie Gifford International Growth I | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BGEKX | Baillie Gifford International Growth K | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BTLSX | Baillie Gifford Intl Concntr Gr EqsInstl | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BTLKX | Baillie Gifford Intl Concntr Gr EqsK | Owns companies in our database, but no companies we recommend for divestment | 0 | 0 | 2 | 0 | X | Foreign Large Growth |
BICIX | Baillie Gifford Intl Smlr Coms Instl | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
BICKX | Baillie Gifford Intl Smlr Coms K | Owns no companies in our database | 0 | 0 | 0 | 0 | X | Foreign Small/Mid Growth |
BGLTX | Baillie Gifford Long Term Global Gr 2 | Owns companies in our database, but no companies we recommend for divestment | 0 | 1 | 1 | 1 | |