The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of mid-sized companies. The Adviser focuses mainly on the equity securities of mid-sized U.S. companies which have market capitalizations equivalent to those included in widely known indices such as the Russell Midcap Index, S&P MidCap 400 Index, or the mid-sized company market capitalization classifications published by Lipper, Inc.

Nasdaq

AASCX

The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of small companies. The Adviser focuses mainly on the equity securities of smaller U.S. companies which have market capitalizations equivalent to those companies included in widely known indices such as the Russell 2000 Index, S&P SmallCap 600 Index, or the small company market capitalization classifications published by Lipper, Inc.

AASMX

The advisor focuses on small, fast-growing companies that the manager believes offer innovative products, services or technologies to a rapidly expanding marketplace. Under normal circumstances, the Portfolio invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology and healthcare sectors.

AASOX

The fund normally will invest at least 80% of its net assets in the equity securities of "small to mid cap" companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is $10 billion or less at the time of investment.

AATIX

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 Value Index, S&P 500 Index, or the large company market capitalization classifications published by Lipper, Inc.

AAUTX

The investment seeks to earn the highest level of current income exempt from both federal income tax and State of Arizona personal income tax that is available without assuming what the Adviser considers to be undue risk. The fund principally invests in high-yielding, predominantly investment grade municipal securities. It invests at least 80% of its net assets in municipal securities that pay interest that is exempt from federal income tax.

AAZAX

ABALX

The investment seeks current income, with a secondary objective of capital appreciation. 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 and equity-related investments. The fund’s investments in equity and equity-related investments include U.S. common stocks, ADRs, U.S. dollar-denominated foreign stocks traded on U.S. exchanges, income trusts, MLPs, preferred stocks, and real estate investment trusts (“REITs”). The fund may invest in large- and mid-capitalization companies and will typically hold 30 to 40 issuers.

ABCVX

The investment seeks the highest level of total return that is consistent with a conservative level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds). It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.

ABDAX

The investment seeks a high level of current income that is exempt from federal income taxes. The fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in investment grade fixed income securities that qualify as tax-exempt municipal obligations. Tax-exempt municipal obligations include municipal obligations that pay interest that is free from U.S. federal income tax. These obligations are issued by states, U.S. territories and their political subdivisions, such as counties, cities and towns.

ABEIX

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks, but may also invest in other types of equity securities, including, but not limited to, preferred stock and depositary receipts. It invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies. The fund may invest in securities denominated in U.S. Dollars and currencies of emerging market countries in which it is permitted to invest. It may invest in securities of any market capitalization, including small and mid-cap securities.

ABEMX

The portfolio managers will maintain at least 80% of the fund's net assets in high-yield corporate bonds and other debt instruments. The remaining assets may be invested in common stocks or other equity-related securities. Up to 40% of the fund's total assets may be invested in fixed-income obligations of foreign issuers. It may invest up to 20% of its assets in short-term money market instruments and U.S. government securities. The fund has no average maturity limitations, but it typically invests in intermediate-term and long-term debt securities.

ABHIX

The fund invests in municipal and other debt securities with an emphasis on high-yield securities. Under normal market conditions, the portfolio managers invest at least 80% of the fund's net assets in municipal securities with interest payments exempt from federal income tax. Some of these investments in municipal securities are not necessarily exempt from the federal alternative minimum tax.

ABHYX

The fund invests at least 80% of its net assets under normal circumstances in securities of emerging market issuers and/or the currencies of emerging market countries. It will invest between 30% and 95% of its net assets in equity securities, and between 0% and 65% of its net assets in debt securities, with any remainder held in cash (including foreign currency). The fund is not constrained based on the country, region, market capitalization, credit quality or duration of its investments and its assets may at times be concentrated in a particular country or region.

ABIEX

The investment seeks to earn the highest level of current income, exempt from federal taxation, that is available consistent with what the Adviser considers to be an appropriate level of risk. The fund pursues its objective by investing principally in high-yielding municipal securities of any credit quality that (i) score highly on the Adviser's environmental, social and governance ("ESG") criteria and (ii) are deemed by the Adviser to have an environmental or social impact in underserved or low socio-economic communities. The fund invests at least 80% of its net assets in municipal securities that pay interest that is exempt from federal income tax.

ABIMX

The fund invests primarily in a diversified portfolio of equity securities of established companies selected from more than 40 industries and more than 40 developed and emerging market countries. These countries currently include the developed nations in Europe and the Far East, Canada, Australia and emerging market countries worldwide. The fund invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, it invests, under normal circumstances, in the equity securities of companies located in at least three countries.

ABIYX

The manager focuses on stocks of companies that the advisor believes demonstrate growth potential and on fixed-income securities, with emphasis on income-producing securities that appear to have potential for capital appreciation. It normally will invest at least 25% of its net assets in fixed-income securities and at least 25% of its net assets in equity securities. The fund also may invest up to 10% of its net assets in lower-rated securities, rated "B" (or the equivalent) or better by any one of those rating agencies.

ABLOX

The investment seeks to provide as high a level of current income as is consistent with the preservation of capital. The fund invests at least 80% of its assets in bonds and other debt securities, which may be represented by other investment instruments, including derivatives. It invests at least 60% of its assets in debt securities rated A3 or better or A- or better by Nationally Recognized Statistical Ratings Organizations designated by the fund’s investment adviser, or in debt securities that are unrated but determined to be of equivalent quality by the fund’s investment adviser, including U.S. government securities, money market instruments or cash.

ABNDX

The fund invests at least 80% of its assets in bonds and other debt securities, with a focus on investment-grade securities rated A3 or better. It also includes investments in U.S. government securities, money market instruments, and cash equivalents.

ABNFX

The fund invests in a diversified portfolio of equity and fixed-income securities. Normally, the fund’s investments will consist of approximately 60% equity securities and 40% fixed-income securities, but these target allocations may vary. The fund will not purchase a security if as a result less than 25% of its total assets would be invested in either equity securities or fixed-income securities. Under normal circumstances, at least 80% of its net assets will be invested in securities of issuers that meet the fund’s sustainability criteria.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AASCX	Thrivent Mid Cap Stock Fund	Mid Cap Blend Equities	Jun 30, 1993	0.98%	6.23%	8.37%	1.45%
AASMX	Thrivent Small Cap Stock Fund	Small Cap Blend Equities	Jul 1, 1996	1.07%	3.86%	8.66%	0.41%
AASOX	Alger Small Cap Growth Portfolio	Small Cap Growth Equities	Sep 21, 1988	0.95%	1.69%	1.99%	0.00%
AATIX	Ancora/Thelen Small-Mid Cap Fund	Small Cap Blend Equities	Jan 2, 2013	1.22%	7.60%	7.34%	1.75%
AAUTX	Thrivent Large Cap Value Fund	Large Cap Value Equities	Oct 29, 1999	0.86%	6.13%	8.25%	3.04%
AAZAX	AB Municipal Income Fund II Arizona Portfolio	Municipal Bonds	May 31, 1994	0.78%	-0.32%	2.24%	2.80%
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	Jul 26, 1975	0.56%	3.87%	7.94%	2.31%
ABCVX	American Beacon The London Company Income Equity F...	Large Cap Value Equities	May 29, 2012	1.07%	2.23%	8.35%	2.45%
ABDAX	Columbia Capital Allocation Conservative Portfolio	Diversified Portfolio	Mar 3, 2004	0.50%	0.38%	2.52%	3.32%
ABEIX	abrdn Intermediate Municipal Income Fund	Municipal Bonds	Mar 16, 1986	0.50%	0.15%	1.47%	3.65%
ABEMX	abrdn Emerging Markets Fund	Emerging Markets Diversified	May 10, 2007	1.10%	3.43%	1.86%	1.38%
ABHIX	American Century High-Yield Fund	High Yield Bonds	Sep 30, 1997	0.80%	1.33%	3.01%	5.47%
ABHYX	American Century High-Yield Municipal Fund	High Yield Muni	Mar 30, 1998	0.59%	1.46%	3.39%	4.14%
ABIEX	AB Emerging Markets Multi-Asset Portfolio	Emerging Markets Diversified	Aug 30, 2011	0.99%	8.23%	3.40%	5.86%
ABIMX	AB Impact Municipal Income Shares	Municipal Bonds	Sep 11, 2017	0.00%	-0.84%	—	3.58%
ABIYX	AB International Value Fund	Foreign Large Cap Equities	Mar 28, 2001	1.00%	5.65%	2.74%	1.31%
ABLOX	Alger Balanced Portfolio Fund	Diversified Portfolio	Sep 4, 1989	1.04%	5.49%	8.63%	1.63%
ABNDX	American Funds The Bond Fund of America	Intermediate Core Bond	May 28, 1974	0.55%	-2.04%	1.36%	4.02%
ABNFX	American Funds The Bond Fund of America® Class F-2	Intermediate Core Bond	Aug 4, 2008	0.35%	-1.96%	1.52%	4.29%
ABPYX	The AB Portfolios - AB Sustainable Thematic Balanc...	Diversified Portfolio	Sep 1, 2003	0.71%	1.11%	2.85%	1.12%

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