U.S. Stock Mutual Funds

Energy Limited Partnership

– Virtus Duff & Phelps Sel MLP & Engy Fd VLPAX – #2Tortoise MLP & Pipeline Fund TORTX – #3Cohen & Steers MLP & Energy Opp Fd MLOAX

Large Blend

– Northern US Quality ESG Fund NUESX – #2Vanguard Growth and Income Fund VQNPX – #3State Street US Core Equity Fund SSAQX

Large Growth

– Amana Trust Growth AMAGX – #2MFS Massachusetts Investors Gr Stk Fund MIGFX – #3Fidelity Advisor® Diversified Stock Fund FDTOX

Large Value

– Fidelity® Growth & Income Portfolio FGRIX – #2Vanguard Equity Income Fund VEIPX – #3Columbia Dividend Income Fund LBSAX

Mid-Cap Blend

– Fidelity® Mid-Cap Stock Fund FMCSX – #2Government Street Mid Cap Fund GVMCX – #3Thrivent Mid Cap Stock Fund AASCX

Mid-Cap Growth

– Congress Mid Cap Growth Fund IMIDX – #2Champlain Mid Cap Fund CIPMX – #3AMG GW&K Small/Mid Cap Fund GWGIX

Mid-Cap Value

– Fidelity® Ser Intrinsic Opportunities Fd FDMLX – #2Victory Sycamore Established Value Fund VETAX – #3Fidelity® Value Fund FDVLX

Preferred Stock

– Nuveen Preferred Securities & Income Fd NPSAX – #2Principal Capital Securities Fund PCSFX – #3North Square Preferred and Income Secs ORDNX

Small Blend

– Fidelity Advisor® Series Small Cap Fund FSSFX – #2Glenmede Small Cap Equity Portfolio GTCSX – #3Vanguard Strategic Small Cap Equity Fund VSTCX

Small Growth

– Needham Aggressive Growth Fund NEAGX – #2Oberweis Small-Cap Opportunities Fund OBSOX – #3T. Rowe Price Instl Small-Cap Stock Fund TRSSX

Small Value

– Bridgeway Omni Small-Cap Value Fund BOSVX – #2DFA US Small Cap Value Portfolio DFSVX – #2DFA US Targeted Value Portfolio DFFVX