| Management Company Name | Ticker Symbol | Classification Name | Full Fund Name | Toll-Free Number |
|---|---|---|---|---|
| GuideStone Funds | GEDYX | Corporate Debt A-Rated Funds | GuideStone Extended-Duration Bond Fund, Institutional | 888-984-8433 |
| America First Capital Management, LLC | AFIAX | Alternative Multi-Strategy Funds | AmericaFirst Quantitative Strategies Fund, A | 877-217-8363 |
| Delaware Management Company | DEEIX | Corporate Debt BBB-Rated Funds | Delaware Extended Duration Bond Fund, Institutional | 800-523-1918 |
| Nuveen Fund Advisors, LLC | NCHRX | California Municipal Debt Funds | Nuveen California High Yield Municipal Bond Fund, I | 800-257-8787 |
| Vanguard Group, Inc. | VCADX | California Intermediate Municipal Debt Funds | Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral | 800-662-7447 |
| Allianz Global Investors | ANNPX | Convertible Securities Funds | AllianzGI Convertible Fund, Institutional | 800-498-5413 |
| ProFunds Group | SPPIX | Dedicated Short-Bias Funds | ProFunds Short Precious Metals ProFund, Investor | 888-776-3637 |
| Grantham Mayo Van Otterloo & Company, LLC | GMDFX | Emerging Markets Hard Currency Debt Funds | GMO Emerging Country Debt Fund, IV | 617-346-7646 |
| Putnam Investment Management, LLC | PVSYX | Flexible Portfolio Funds | Putnam Capital Spectrum Fund, Y | 800-225-1581 |
| American Funds | RWIGX | Global Large-Cap Core Funds | American Funds Capital World Growth & Income Fund, R-6 | 800-421-4225 |
| Gabelli Funds, LLC | GGGIX | Global Large-Cap Growth Funds | GAMCO Global Growth Fund, I | 800-422-3554 |
| Morgan Stanley Investment Management, Inc. | DINDX | Global Income Funds | Morgan Stanley Global Fixed Income Opportunities Fund, I | 800-548-7786 |
| Artisan Partners, LP | ARTGX | Global Multi-Cap Core Funds | Artisan Global Value Fund, Investor | 800-344-1770 |
| Polaris Capital Management, LLC | PGVFX | Global Multi-Cap Value Funds | Polaris Global Value Fund | 888-263-5594 |
| PIMCO | PDMIX | GNMA Funds | PIMCO GNMA Fund, Institutional | 888-877-4626 |
| PIMCO | PGOVX | General U.S. Government Funds | PIMCO Long-Term US Government Fund, Institutional | 888-877-4626 |
| Vanguard Group, Inc. | VUSUX | General U.S. Treasury Funds | Vanguard Long-Term Treasury Fund, Admiral | 800-662-7447 |
| Nuveen Fund Advisors, LLC | NHMRX | High Yield Municipal Debt Funds | Nuveen High Yield Municipal Bond Fund, I | 800-257-8787 |
| Dodge & Cox | DODFX | International Large-Cap Core Funds | Dodge & Cox International Stock Fund | 800-621-3979 |
| Waddell & Reed Investment Management Company | WAIYX | International Large-Cap Growth Funds | Waddell & Reed Advisors International Growth Fund, Y | 888-923-3355 |
| BlackRock, Inc. | MAMTX | Intermediate Municipal Debt Funds | BlackRock Strategic Municipal Opportunities Fund, Institutional | 800-441-7762 |
| PIMCO | PFORX | International Income Funds | PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional | 800-927-4648 |
| Fidelity Management & Research Company | FIRIX | International Real Estate Funds | Fidelity Advisor International Real Estate Fund, Institutional | 877-208-0098 |
| Oberweis Asset Management, Inc. | OBIOX | International Small/Mid-Cap Growth Funds | Oberweis International Opportunities Fund | 800-323-6166 |
| Dimensional Fund Advisors, LP | DFIGX | Intermediate U.S. Government Funds | DFA Intermediate Government Fixed Income Portfolio, Institutional | 800-366-7266 |
| PIMCO | FXIRX | Inflation-Protected Bond Funds | PIMCO Fixed Income SHares Series R | 800-927-4648 |
| Shelton Capital Management | NASDX | Large-Cap Growth Funds | Shelton NASDAQ-100 Index Fund, Direct | 800-955-9988 |
| Highland Capital Management Fund Advisors, LP | HFRZX | Loan Participation Funds | Highland Floating Rate Opportunities Fund, Z | 877-665-1287 |
| Guggenheim Investments | SAOIX | Alternative Long/Short Equity Funds | Guggenheim Alpha Opportunity Fund, Institutional | 800-345-7999 |
| Eaton Vance Management | EIMAX | Massachusetts Municipal Debt Funds | Eaton Vance Massachusetts Municipal Income Fund, I | 800-262-1122 |
| American Funds | RFTTX | Mixed-Asset Target 2010 Funds | American Funds 2010 Target Date Retirement Fund, R-6 | 800-421-4225 |
| T. Rowe Price Associates, Inc. | TRRBX | Mixed-Asset Target 2020 Funds | T. Rowe Price Retirement 2020 Fund | 800-225-5132 |
| American Funds | RFETX | Mixed-Asset Target 2030 Funds | American Funds 2030 Target Date Retirement Fund, R-6 | 800-421-4225 |
| American Funds | RFFTX | Mixed-Asset Target 2035 Funds | American Funds 2035 Target Date Retirement Fund, R-6 | 800-421-4225 |
| American Funds | RFDTX | Mixed-Asset Target 2025 Funds | American Funds 2025 Target Date Retirement Fund, R-6 | 800-421-4225 |
| American Funds | RFGTX | Mixed-Asset Target 2040 Funds | American Funds 2040 Target Date Retirement Fund, R-6 | 800-421-4225 |
| American Funds | RFHTX | Mixed-Asset Target 2045 Funds | American Funds 2045 Target Date Retirement Fund, R-6 | 800-421-4225 |
| American Century Investment Management, Inc. | ATTIX | Mixed-Asset Target Today Funds | American Century One Choice In Retirement Portfolio, Institutional | 800-345-3533 |
| PRIMECAP Management Company | POAGX | Mid-Cap Growth Funds | PRIMECAP Odyssey Aggressive Growth Fund | 800-729-2307 |
| Hotchkis & Wiley Capital Management, LLC | HWMIX | Mid-Cap Value Funds | Hotchkis & Wiley Mid-Cap Value Fund, I | 866-493-8637 |
| T. Rowe Price Associates, Inc. | MDXBX | Maryland Municipal Debt Funds | T. Rowe Price Maryland Tax-Free Bond Fund | 800-638-5660 |
| OppenheimerFunds, Inc. | OPAMX | Minnesota Municipal Debt Funds | Oppenheimer Rochester Minnesota Municipal Fund, A | 800-225-5677 |
| PIMCO | PIMIX | Multi-Sector Income Funds | PIMCO Income Fund, Institutional | 888-877-4626 |
| GW Capital Management, LLC | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | Great-West Aggressive Profile II Fund, Initial | 866-831-7129 |
| MFS Investment Management | DIFGX | Mixed-Asset Target Allocation Conservative Funds | MFS Diversified Income Fund, R4 | 800-225-2606 |
| Wells Fargo Funds Management, LLC | WFAIX | Mixed-Asset Target Allocation Moderate Funds | Wells Fargo Advantage Index Asset Allocation Fund, Administrator | 800-222-8222 |
| Fidelity Management & Research Company | FIRFX | Retirement Income Funds | Fidelity Advisor Income Replacement 2042 Fund, Institutional | 877-208-0098 |
| BlackRock, Inc. | MANJX | New Jersey Municipal Debt Funds | BlackRock New Jersey Municipal Bond Fund, Institutional | 800-441-7762 |
| Viking Fund Management, LLC | ICPAX | Natural Resources Funds | Integrity Williston Basin/Mid-North America Stock Fund, A | 800-276-1262 |
| Eaton Vance Management | EINYX | New York Municipal Debt Funds | Eaton Vance New York Municipal Income Fund, I | 800-262-1122 |
| Franklin Templeton Investments | FNYZX | New York Intermediate Municipal Debt Funds | Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor | 800-342-5236 |
| OppenheimerFunds, Inc. | OROHX | Ohio Municipal Debt Funds | Oppenheimer Rochester Ohio Municipal Fund, A | 800-225-5677 |
| Wells Fargo Funds Management, LLC | EKVYX | Pennsylvania Municipal Debt Funds | Wells Fargo Advantage Pennsylvania Tax-Free Fund, Institutional | 800-222-8222 |
| Fidelity Management & Research Company | FPBFX | Pacific Region Funds | Fidelity Pacific Basin Fund | 800-544-8544 |
| PNC Funds | PLOIX | Small-Cap Core Funds | PNC Multi-Factor Small Cap Core Fund, I | 800-622-3863 |
| Hotchkis & Wiley Capital Management, LLC | HWSIX | Small-Cap Value Funds | Hotchkis & Wiley Small Cap Value Fund, I | 866-493-8637 |
| Lord Abbett & Company, LLC | LLDYX | Short Investment-Grade Debt Funds | Lord Abbett Short Duration Income Fund, I | 888-522-2388 |
| Cavanal Hill Funds | AIFBX | Short-Intermediate Investment-Grade Debt Funds | Cavanal Hill Intermediate Bond Fund, Institutional | 800-762-7085 |
| Loomis Sayles & Company, LP | NELYX | Short-Intermediate U.S. Government Funds | Loomis Sayles Limited Term Government & Agency Fund, Y | 800-225-5478 |
| TCW Investment Management Company | TGLMX | U.S. Mortgage Funds | TCW Total Return Bond Fund, I | 800-386-3829 |
| USAA Asset Management Company | USVAX | Virginia Municipal Debt Funds | USAA Virginia Bond Fund, Fund | 800-531-8722 |
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
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From direct lending to asset-based finance to commercial real estate debt.
