Nasdaq

AAAAX

The mutual fund utilizes a "fund of funds" approach by investing in various mutual funds and ETFs managed by American Century to provide diversification across asset classes and investment styles, including growth, value, and quantitative techniques for small, medium, and large U.S. and foreign companies.

AAAFX

The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of large companies. The Adviser focuses mainly on the equity securities of large domestic and international companies which have market capitalizations equivalent to those included in widely known indices such as the Russell 1000 Growth Index, S&P 500 Index, or the large company market capitalization classifications published by Lipper, Inc. The fund is non-diversified.

AAAGX

The fund is a "fund of funds" that aims to achieve its objective by investing in other mutual funds and ETFs managed by American Century across various asset classes and investment styles. It diversifies investments among small, medium, and large U.S. and foreign companies using growth, value, and quantitative techniques.

AAAMX

The investment seeks capital appreciation. The adviser selects asset classes using a flexible approach that allocates the Allocation fund's portfolio between asset classes that Horizon believes offer the opportunity for the highest projected return for a given amount of risk. Horizon typically executes its strategy by investing in exchange-traded funds ("ETFs"). Potential ETFs are reviewed for sufficient trading liquidity and fit within overall portfolio diversification needs prior to investment.

AAANX

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives.

AAATX

The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a combination of investments that the Advisor believes offer exposure to "real assets." It generally invests between 25% and 75% of fund assets in securities of foreign issuers, including up to 10% of fund assets in issuers located in countries with new or emerging markets.

AAAZX

Under normal circumstances, the fund invests 25-65% in equity securities and 35-75% in debt securities. The equity securities in which the fund invests may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock.

AABFX

The fund is a "fund of funds" that invests in various asset classes through mutual funds and ETFs managed by American Century. It diversifies investments across small, medium, and large U.S. and foreign companies using growth, value, and quantitative strategies.

AABJX

AABTX

The fund invests in other mutual funds and ETFs advised by American Century across various asset classes and investment styles, diversifying among small, medium, and large companies in the U.S. and abroad with growth, value, and quantitative strategies.

AABWX

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity or equity-related instruments issued by companies located or operating in Greater China and in other instruments that have economic characteristics similar to such securities. For this purpose, Greater China currently includes mainland China, Hong Kong, Macau and Taiwan. Up to 20% of the fund's net assets may be invested in equity and equity-related instruments issued by companies or entities not meeting the above requirement or debt securities of issuers worldwide.

AACFX

The fund is a "fund of funds" investing in various asset classes and investment styles through American Century's mutual funds and ETFs. It diversifies investments across small, medium, and large companies in the US and abroad.

AACKX

The fund is a "fund of funds" that invests in other mutual funds and ETFs advised by American Century to diversify investments across asset classes and investment styles, including growth, value, and quantitative techniques, targeting small, medium, and large companies.

AACSX

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives.

AACTX

The investment seeks long-term growth of capital consistent with a higher level of risk relative to the broad stock market. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the Adviser and ETFs and other pooled investment vehicles. Its target allocation is to invest approximately 70%-85% of its total assets in underlying funds that invest primarily in equity securities, approximately 5%-30% of its total assets in underlying funds that invest primarily in fixed-income securities and approximately 5%-20% of its total assets in alternative asset classes.

AADAX

The investment seeks income and capital appreciation. Under normal circumstances, between 50% and 70% of the fund's total assets are invested in equity securities and between 30% and 50% of the fund's total assets are invested in debt securities. The fund’s equity investments may include common stocks, preferred stocks, convertible securities, income deposit securities, income trusts, initial public offerings (“IPOs”), master limited partnerships (“MLPs”), REITs, depositary receipts, which may include ADRs and GDRs, and U.S. dollar-denominated foreign stocks traded on U.S. exchanges.

AADBX

Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of large market capitalization U.S. companies. These companies have market capitalizations within the market capitalization range of the companies in the Russell 1000 Index at the time of investment.

AADEX

The fund is a "fund of funds" that invests in other mutual funds and ETFs advised by American Century across different asset classes and investment styles. The underlying funds utilize growth, value, and quantitative methods while diversifying investments in small, medium, and large companies.

AADHX

The fund is a "fund of funds" that invests in other mutual funds and ETFs advised by American Century, targeting a mix of asset classes and investment styles including growth, value, and quantitative strategies with diversification across small, medium, and large companies in the U.S. and abroad.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	Jul 30, 2007	1.22%	-0.09%	3.83%	2.08%
AAAFX	American Century One Choice Blend+ 2015 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	0.53%	—	2.58%
AAAGX	Thrivent Large Cap Growth Fund	Large Cap Growth Equities	Oct 29, 1999	1.03%	9.18%	12.60%	3.25%
AAAMX	American Century One Choice Blend+ 2020 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	0.52%	—	2.09%
AAANX	Horizon Active Asset Allocation Fund	Tactical Allocation	Jan 30, 2012	1.14%	4.51%	7.37%	0.74%
AAATX	American Funds 2010 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.34%	0.71%	4.74%	3.50%
AAAZX	DWS RREEF Real Assets Fund	Global Allocation	Jul 29, 2007	0.90%	-0.09%	4.14%	2.41%
AABFX	Thrivent Balanced Income Plus Fund	Diversified Portfolio	Dec 28, 1997	1.00%	0.97%	4.20%	2.96%
AABJX	American Century One Choice Blend+ 2025 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	0.95%	—	2.21%
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	0.92%	5.08%	3.49%
AABWX	American Century One Choice Blend+ 2030 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	1.47%	—	2.04%
AACFX	Invesco Greater China Fund	China Equities	Mar 30, 2006	1.55%	6.64%	1.92%	1.81%
AACKX	American Century One Choice Blend+ 2035 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	2.21%	—	2.08%
AACSX	American Century One Choice Blend+ 2040 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	2.81%	—	1.91%
AACTX	American Funds 2020 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	1.23%	5.49%	3.21%
AADAX	Invesco Select Risk: Growth Investor Fund	Diversified Portfolio	Apr 29, 2004	0.43%	2.58%	5.04%	2.03%
AADBX	American Beacon Balanced Fund	Diversified Portfolio	Jul 16, 1987	0.72%	3.11%	6.35%	2.26%
AADEX	American Beacon Large Cap Value Fund	Large Cap Value Equities	Jul 17, 1987	0.63%	6.65%	8.98%	4.95%
AADHX	American Century One Choice Blend+ 2045 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	3.51%	—	2.01%
AADNX	American Century One Choice Blend+ 2050 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	4.00%	—	2.06%

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