The investment seeks to maximize long-term total return. The fund invests at least 80% of its net assets in fixed-income securities. It invests in readily marketable fixed-income securities with a range of maturities from short- to long-term and relatively attractive yields that do not involve undue risk of loss of capital. It may invest up to 25% of its net assets in below investment grade bonds. The fund may use leverage for investment purposes.

Nasdaq

ABQUX

The fund seeks to achieve its investment objective primarily through long positions in global equity markets and U.S. interest rate markets. It will invest in equity securities regardless of market capitalization and regardless of industry sector. With regard to fixed income securities, the fund invests primarily in U.S. Treasury bonds with a mid-term maturity.

ABRFX

The investment seeks long-term capital appreciation. Under normal market conditions, manage the fund's assets so that fifty percent (50%) of its net assets are managed in accordance with the Adviser's proprietary "long" volatility strategy, and the remaining fifty percent (50%) of its net assets are managed in accordance with the Adviser's proprietary "short" volatility strategy.

ABRSX

The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of the ABR Dynamic Blend Equity & Volatility Index. The fund will invest at least 80% of the value of its net assets (plus borrowing for investment purposes) in securities and instruments, including derivatives, that provide exposure to the constituents of the index powered by Wilshire. The index is designed to capture favorable volatility movements in the equity markets while maintaining equity exposure to preserve positive performance during extended periods of rising markets.

ABRVX

The fund’s investment strategy is designed to provide capital loss protection during down markets by investing in multiple asset classes. Its exposure to these three asset classes will be achieved primarily through investments in derivative instruments (generally having aggregate notional exposure exceeding 65% of the fund’s net assets), including but not limited to futures, options, currency forward contracts and swap agreements.

ABRYX

The fund invests principally in high-yielding municipal securities that may be non-investment grade or investment grade. It normally invests at least 80% of its net assets in municipal securities that pay interest that is exempt from federal income tax. These securities may pay interest that is subject to the AMT for certain taxpayers. The fund may invest without limit in lower-rated securities.

ABTYX

The investment seeks the highest level of total return that is consistent with a moderate 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. 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.

ABUAX

The fund invests primarily in a diversified portfolio of equity securities of U.S. companies with relatively large market capitalizations that the Adviser believes are undervalued. It invests in companies that are determined by the Adviser to be undervalued using the fundamental value approach of the Adviser. The fundamental value approach seeks to identify a universe of securities that are considered to be undervalued because they are attractively priced relative to their future earnings power and dividend-paying capability.

ABVYX

The Adviser allocates the fund's investments primarily among a number of asset classes, including equity securities, fixed-income securities, and a number of alternative asset classes and alternative investment strategies. The fund pursues a global strategy, typically investing in securities of issuers located in the United States and in other countries throughout the world, including emerging market countries. Under normal circumstances, at least 40% of the fund's net assets will be invested in securities of non-U.S. issuers.

ABWYX

The fund seeks long-term capital appreciation through a Managed Futures strategy and a Fixed Income strategy by investing in onshore and offshore subsidiaries, as well as investment grade fixed income securities for interest income and capital appreciation. It is non-diversified.

ABYAX

The investment seeks long-term capital appreciation; current income is a secondary objective. The adviser allocates the fund's assets between a Managed Futures strategy and a Fixed Income strategy. The Managed Futures strategy will be achieved by investing a portion of its assets in the Onshore Subsidiary and up to 25% of its total assets in the Cayman Subsidiary. The Fixed Income strategy invests its assets primarily in investment-grade fixed-income securities to generate interest income and capital appreciation, which may add diversification to the returns generated by its Managed Futures strategy. It is non-diversified.

ABYIX

The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80% of its net assets in securities of small- to mid-capitalization companies. For purposes of this policy, small- to mid-capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500 Value Index and the greater of $5 billion or the market capitalization of the largest company in the Russell 2500 Value Index.

ABYSX

The fund invests at least 85% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization that the Manager believes demonstrate promising growth potential. It may invest a significant portion of its assets in securities of companies conducting business within a single sector, including the information technology, healthcare, consumer discretionary, and communication services sectors.

ACAAX

The mutual fund primarily focuses on investing in equity securities of companies across various market capitalizations, with the aim of capturing promising growth potential.

ACAYX

The fund mainly focuses on investing in growth equity securities from companies of any size that exhibit promising growth potential, as identified through fundamental research.

ACAZX

Under normal market conditions, the fund invests at least 80% of its net assets in high- and medium-grade, non-money market debt securities. It invests most of its assets in investment-grade securities. The weighted average maturity of the fund's portfolio must be three and one-half years or longer.

ACBPX

The investment seeks current income with preservation of capital; capital appreciation is a secondary objective. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds, and in derivatives and other instruments that have economic characteristics similar to such securities. At least 65% of the fund's net assets must be, and up to 100% may be, invested in investment grade securities; securities issued or guaranteed by the U.S. government, its agencies or instrumentalities; commercial paper rated Prime by Moody's or A- or higher by S&P; and cash and cash equivalents.

ACCBX

The fund invests at least 65% of its assets in investment-grade, non-money market debt securities. It may not invest more than 35% of its assets in high-yield securities. The fund may invest in non-dollar denominated debt securities. The weighted average maturity of the fund's portfolio must be 3½ years or longer.

ACCNX

The fund invests primarily in high quality debt securities and other debt instruments supporting low- and moderate-income (“LMI”) individuals and communities and underserved areas of the United States. It seeks a return consisting of current income and capital appreciation that is competitive relative to the fund's benchmark index. The fund is non-diversified.

ACCSX

The fund accepts, in exchange for fund shares, large blocks of individual securities with large unrealized appreciation. This exchange is a non-taxable event. The fund invests primarily in common stocks and convertible securities. It may not invest in other investment companies.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
ABQUX	AB Total Return Bond Portfolio	Intermediate Core-Plus Bond	Jul 1, 1999	0.77%	-1.14%	1.24%	4.09%
ABRFX	AmericaFirst Monthly Risk-On Risk-Off Fund	Tactical Allocation	Feb 25, 2010	3.27%	0.81%	1.87%	0.00%
ABRSX	ABR 50/50 Volatility Fund	Long-Short	Oct 1, 2017	2.00%	5.18%	—	0.00%
ABRVX	ABR Dynamic Blend Equity & Volatility Fund	Long-Short	Aug 2, 2015	1.98%	5.57%	—	0.00%
ABRYX	Invesco Balanced-Risk Allocation Fund	Tactical Allocation	Jun 1, 2009	1.06%	6.39%	3.97%	2.28%
ABTYX	AB High Income Municipal Portfolio	High Yield Muni	Jan 25, 2010	0.53%	0.97%	3.54%	4.11%
ABUAX	Columbia Capital Allocation Moderate Portfolio	Diversified Portfolio	Mar 3, 2004	0.38%	4.99%	5.57%	4.22%
ABVYX	AB Value Fund	Large Cap Value Equities	Mar 29, 2001	0.70%	11.34%	7.62%	4.45%
ABWYX	AB All Market Total Return Portfolio	Diversified Portfolio	Sep 1, 2003	0.77%	4.58%	3.91%	1.41%
ABYAX	Abbey Capital Futures Strategy Fund Class A	Systematic Trend	Aug 29, 2014	2.04%	9.22%	—	0.90%
ABYIX	Abbey Capital Futures Strategy Fund Class I	Systematic Trend	Jul 1, 2014	1.79%	9.44%	—	1.85%
ABYSX	AB Discovery Value Fund	Small Cap Value Equities	Mar 29, 2001	0.83%	5.27%	7.84%	6.45%
ACAAX	Alger Capital Appreciation Fund	Large Cap Growth Equities	Dec 31, 1996	1.15%	20.06%	11.68%	5.99%
ACAYX	Alger Capital Appreciation Institutional Fund Clas...	Large Cap Growth Equities	Feb 28, 2017	0.83%	20.30%	—	6.45%
ACAZX	Alger Capital Appreciation Fund Class Z	Large Cap Growth Equities	Dec 29, 2010	0.85%	20.29%	14.76%	5.53%
ACBPX	American Century Diversified Bond Fund	Intermediate Core Bond	Apr 1, 1993	0.39%	-1.09%	1.30%	4.31%
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	Sep 23, 1971	0.72%	-0.27%	2.62%	4.80%
ACCNX	American Century Core Plus Fund	Intermediate Core-Plus Bond	Nov 30, 2006	0.54%	-1.03%	1.42%	4.43%
ACCSX	Access Capital Community Investment Fund	Government Bonds	Jun 22, 1998	0.45%	-1.70%	0.65%	3.48%
ACEHX	Invesco Exchange Fund	Large Cap Value Equities	Dec 16, 1976	0.54%	1.41%	5.47%	2.44%

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