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Institutional. Compound Alpha.
Leverage the expertise of world-class fund managers to navigate complex market cycles. Diversified, professionally orchestrated, and built for the long term.
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Portfolio Scanner
Open-end professionally managed institutional funds.
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| Action | ||||||
|---|---|---|---|---|---|---|
ABALX
American Balanced Fund A
|
$40.18 | -0.37% | 0.55% | $279.11B | +7.18% | Purchase |
AEGFX
EUPAC Fund F-1
|
$59.67 | -0.78% | 0.86% | $126.13B | -0.81% | Purchase |
AEPFX
EUPAC Fund F-2
|
$60.02 | -0.78% | 0.59% | $126.13B | -0.55% | Purchase |
AEPGX
EUPAC Fund Class A
|
$60.06 | -0.79% | 0.83% | $126.13B | -0.74% | Purchase |
AFIFX
American Funds Fundamental Investors Class F-1
|
$100.95 | -0.38% | 0.64% | $172.64B | +9.90% | Purchase |
AFMBX
American Balanced Fund F-3
|
$40.17 | -0.37% | 0.25% | $279.11B | +7.21% | Purchase |
AGTHX
American Funds The Growth Fund of America Class A
|
$84.97 | -0.83% | 0.59% | $335.96B | +5.61% | Purchase |
AICCX
American Funds Investment Co of America C
|
$65.71 | -0.51% | 1.31% | $180.66B | +6.67% | Purchase |
AICFX
American Funds Investment Co of America Cl F-1 Shs
|
$66.62 | -0.52% | 0.62% | $180.66B | +6.75% | Purchase |
AIVSX
American Funds Invmt Co of Amer A
|
$66.90 | -0.52% | 0.55% | $180.66B | +6.77% | Purchase |
AMBFX
American Balanced Fund Class F-2 Shs
|
$40.15 | -0.37% | — | $278.07B | +7.21% | Purchase |
AMCPX
AMCAP Fund A
|
$43.92 | -0.61% | 0.64% | $89.30B | -4.60% | Purchase |
AMECX
American Funds The Income Fund of America Class A
|
$28.05 | -0.43% | 0.56% | $147.62B | +7.43% | Purchase |
AMPFX
AMCAP Fund F-1
|
$43.20 | -0.62% | 0.71% | $89.30B | -4.78% | Purchase |
ANCFX
American Funds Fundamental Investors
|
$101.03 | -0.38% | 0.57% | $172.64B | +9.90% | Purchase |
ANWPX
American Funds New Perspective Fund Class A
|
$73.88 | -0.55% | 0.71% | $160.98B | +4.63% | Purchase |
AWSHX
Washington Mutual Investors Fund A
|
$69.57 | -0.27% | 0.55% | $217.31B | +6.69% | Purchase |
BALFX
American Funds American Balanced F1
|
$40.13 | -0.40% | 0.61% | $279.11B | +7.16% | Purchase |
BFAFX
The Bond Fund of America, Class F-1 Shares
|
$10.81 | -0.55% | — | $97.14B | -5.59% | Purchase |
CAIBX
American Funds Capital Income Builder Class A
|
$83.78 | -0.17% | 0.58% | $128.76B | +8.93% | Purchase |
CFAAX
The Bond Fund of America 529A
|
$10.81 | -0.55% | 0.61% | $97.68B | -5.59% | Purchase |
CFNAX
American Funds Fundamental Investors Class 529-A
|
$100.75 | -0.39% | 0.61% | $172.64B | +9.89% | Purchase |
CGFAX
The Growth Fund of America 529A
|
$83.29 | -0.82% | 0.62% | $335.96B | +5.58% | Purchase |
CIBFX
Capital Income Builder Cl F-1 Shs
|
$83.78 | -0.17% | 0.64% | $128.76B | +8.93% | Purchase |
CICAX
Investment Company of America
|
$66.61 | -0.52% | 0.59% | $180.66B | +6.75% | Purchase |
CIRAX
American Funds Capital Income Builder Class 529-A
|
$83.74 | -0.17% | 0.60% | $128.76B | +8.94% | Purchase |
CLBAX
American Balanced Fund 529A
|
$40.08 | -0.37% | 0.58% | $279.11B | +7.17% | Purchase |
CNWAX
New World Fund 529A
|
$97.53 | -0.83% | 0.98% | — | — | Purchase |
CSPAX
American Funds SMALLCAP World 529A
|
$77.49 | -1.15% | 1.04% | $86.86B | +7.61% | Purchase |
CWGFX
American Funds Capital World Growth & Income Fund Class F-1 Shs
|
$78.04 | -0.54% | 0.79% | $149.06B | +9.48% | Purchase |
CWGIX
American Funds Capital World Growth and Income Fund Class A
|
$78.30 | -0.53% | 0.73% | $149.06B | +9.50% | Purchase |
CWIAX
American Funds Capital World Growth and Income Fund Class 529-A
|
$77.89 | -0.54% | 0.75% | $149.06B | +9.49% | Purchase |
CWMAX
Washington Mutual Investors Fund 529A
|
$69.28 | -0.27% | 0.58% | $217.31B | +6.65% | Purchase |
DODFX
Dodge & Cox International Stock Fund
|
$18.09 | -0.71% | — | $99.73B | +9.90% | Purchase |
DODIX
Dodge & Cox Income Fund - Class I
|
$12.21 | -0.57% | — | $107.17B | -4.98% | Purchase |
DOXGX
Dodge & Cox Stock Fund
|
$18.19 | -0.82% | — | $118.05B | +9.64% | Purchase |
FBGKX
Fidelity Blue Chip Growth Fund
|
$274.01 | -0.69% | — | $97.21B | +1.95% | Purchase |
FBGRX
Fidelity Blue Chip Growth Fund
|
$271.96 | -0.69% | — | $97.21B | +1.84% | Purchase |
FCNKX
Fidelity Contrafund K
|
$26.94 | -0.66% | — | $172.82B | +10.36% | Purchase |
FCNTX
Fidelity Contrafund
|
$26.81 | -0.67% | 0.63% | $176.32B | +10.33% | Purchase |
FCTDX
Strategic Advisers Fidelity US TtlStk
|
$21.72 | -0.64% | — | $266.53B | +10.37% | Purchase |
FDGRX
Fidelity Growth Company Fund Retail Class
|
$55.28 | -1.07% | — | $92.67B | +15.60% | Purchase |
FFICX
American Funds Investment Company of America, Class F-3
|
$66.87 | -0.52% | 0.27% | $180.66B | +6.79% | Purchase |
FGCKX
Fidelity Growth Company Fund - Class K
|
$55.74 | -1.06% | — | $92.68B | +15.67% | Purchase |
FIFAX
The Income Fund of America F-3
|
$28.03 | -0.39% | 0.26% | $147.62B | +7.44% | Purchase |
FINFX
American Funds Fundamental Invs F2
|
$100.97 | -0.38% | 0.38% | $172.64B | +9.93% | Purchase |
FNPFX
American Funds New Perspective Fund - Class F-3
|
$74.08 | -0.55% | 0.40% | $160.98B | +4.90% | Purchase |
FPMAX
First Eagle Core Plus Municipal Fund Class A
|
$10.04 | -0.40% | — | $152.46B | -0.50% | Purchase |
FSKAX
Fidelity Total Market Index Fund
|
$208.91 | -0.47% | — | $140.20B | +11.81% | Purchase |
FTIXX
Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund
|
$1.00 | — | — | $102.86B | — | Purchase |
FUNFX
American Funds Fundamental Invs F3
|
$100.98 | -0.38% | 0.28% | $172.64B | +9.94% | Purchase |
FWMIX
Washington Mutual Investors Fund - Class F-3
|
$69.52 | -0.26% | 0.26% | $217.31B | +6.72% | Purchase |
FXAIX
Fidelity 500 Index Fund
|
$264.02 | -0.34% | — | $847.93B | +11.06% | Purchase |
GAFFX
American Funds The Growth Fund of America Class F-3
|
$85.21 | -0.83% | 0.29% | $335.96B | +5.88% | Purchase |
GFACX
The Growth Fund of America C
|
$70.61 | -0.83% | 1.35% | $335.96B | +4.92% | Purchase |
GFAFX
The Growth Fund of America Class F-1 Shares
|
$84.04 | -0.83% | — | $333.19B | +5.55% | Purchase |
GFFFX
American Funds The Growth Fund of America® Class F-2
|
$84.74 | -0.83% | 0.40% | $335.96B | +5.78% | Purchase |
IFAFX
The Income Fund of America, Class F-1 Shares
|
$27.94 | -0.39% | — | $147.04B | +7.42% | Purchase |
JLGMX
JPMorgan Large Cap Growth Fund
|
$85.15 | -0.28% | — | $105.62B | -1.49% | Purchase |
JLGRX
JPMorgan Large Cap Growth Fund
|
$83.86 | -0.29% | — | $105.61B | -1.58% | Purchase |
NAESX
Vanguard Morningstar Small-Cap Index Fund Investor Shares
|
$139.66 | -1.31% | — | $134.59B | +13.01% | Purchase |
NEWFX
American Funds New World Fund Class A
|
$98.68 | -0.83% | 0.96% | — | — | Purchase |
NFFFX
New World Fund F-2
|
$98.48 | -0.84% | 0.68% | — | — | Purchase |
NPFFX
American Funds New Perspective Fund, Class F-1
|
$73.19 | -0.54% | 0.77% | $160.98B | +4.57% | Purchase |
OLGAX
JPMorgan Large Cap Growth A
|
$85.09 | -0.28% | — | $105.62B | +7.82% | Purchase |
PABGX
T. Rowe Price Blue Chip Growth Fund Advisor Class
|
$195.67 | -0.47% | — | $98.11B | -3.31% | Purchase |
PIMIX
PIMCO Income Fund
|
$10.36 | -0.77% | — | $221.66B | -5.73% | Purchase |
PONAX
PIMCO Income Fund
|
$10.36 | -0.77% | — | $221.87B | -5.73% | Purchase |
PONPX
PIMCO Income Fund
|
$10.36 | -0.77% | — | $221.87B | -5.73% | Purchase |
RAFFX
AMCAP Fund R-5
|
$45.58 | -0.63% | 0.38% | $89.30B | -4.14% | Purchase |
RERGX
EUPAC Fund Class R-6
|
$60.31 | -0.79% | 0.47% | $126.13B | -0.45% | Purchase |
RERHX
EUPAC Fund Class R-5E
|
$59.57 | -0.78% | 0.62% | $126.13B | -0.62% | Purchase |
RFNCX
Fundamental Investors R-3
|
$100.60 | -0.39% | 0.93% | $172.64B | +9.85% | Purchase |
RGAAX
American Funds The Growth Fund of America, Class R-1
|
$72.52 | -0.83% | 1.37% | $335.96B | +4.89% | Purchase |
RGABX
American Funds The Growth Fund of America Class R-2
|
$73.88 | -0.83% | 1.38% | $335.96B | +4.88% | Purchase |
RGAGX
American Funds The Growth Fund of America Class R-6
|
$85.31 | -0.83% | 0.29% | $335.96B | +5.88% | Purchase |
RICAX
American Funds Investment Company of America;R1
|
$65.95 | -0.51% | 1.33% | $180.66B | +6.66% | Purchase |
RICBX
American Funds Invmt Co of Amer R2
|
$66.07 | -0.51% | 1.36% | $180.66B | +6.67% | Purchase |
RIDGX
The Income Fund of America R-6
|
$28.07 | -0.39% | 0.26% | $147.62B | +7.47% | Purchase |
RIRGX
Capital Income Builder Cl R-6
|
$83.77 | -0.17% | 0.26% | $128.76B | +8.98% | Purchase |
RLBGX
American Funds American Balanced Fund Class R-6
|
$40.22 | -0.37% | 0.25% | $279.11B | +7.22% | Purchase |
RLLGX
SMALLCAP World Fund, Inc. Cl R-6
|
$82.37 | -1.15% | 0.65% | $86.86B | +7.97% | Purchase |
RNPCX
New Perspective Fund, Class R-3 Shares
|
$71.07 | -0.56% | 1.05% | $160.98B | +4.32% | Purchase |
RNPGX
American Funds New Perspective Fund Class R-6
|
$74.14 | -0.55% | 0.40% | $160.98B | +4.91% | Purchase |
RRBGX
T. Rowe Price Blue Chip Growth Fund Class R
|
$180.83 | -0.48% | — | $90.67B | -3.55% | Purchase |
RSLAX
American Funds SMALLCAP World R1
|
$65.41 | -1.15% | 1.74% | $86.86B | +6.95% | Purchase |
RWICX
American Funds Capital World Growth and Income Fund Class R-3
|
$77.51 | -0.54% | 1.06% | $149.06B | +9.45% | Purchase |
RWMBX
Washington Mutual Investors Fund R-2
|
$67.72 | -0.28% | 1.35% | $217.31B | +6.46% | Purchase |
RWMFX
Washington Mutual Investors Fund R-5
|
$69.52 | -0.27% | 0.31% | $217.31B | +6.71% | Purchase |
SCWFX
American Funds SMALLCAP World F1
|
$77.50 | -1.15% | 1.07% | $86.86B | +7.58% | Purchase |
SEEGX
JPMorgan Large Cap Growth Fund I Class
|
$85.12 | -0.28% | — | $105.62B | +4.06% | Purchase |
SMCWX
American Funds SMALLCAP World Fund Class A
|
$78.88 | -1.15% | 1.03% | $86.86B | +7.63% | Purchase |
SWPPX
Schwab S&P 500 Index Fund- Select Shares
|
$19.63 | -0.36% | 0.02% | $148.63B | +11.92% | Purchase |
SWVXX
Schwab Prime Advantage Money Fund - Investor
|
$1.00 | — | 0.34% | $247.17B | — | Purchase |
TBCIX
T. Rowe Price Blue Chip Growth Fund I Class
|
$205.58 | -0.47% | — | $103.08B | -3.01% | Purchase |
TRBCX
T. Rowe Price Blue Chip Growth Fund
|
$203.75 | -0.47% | — | $102.17B | -3.12% | Purchase |
VBMFX
Vanguard Total Bond Market Index Fund
|
$9.30 | -0.64% | — | $397.61B | -4.81% | Purchase |
VBMPX
Vanguard Total Bond Market Index Fund Institutional Plus Shares
|
$9.30 | -0.64% | 0.02% | $34.50B | -4.81% | Purchase |
VBTIX
Vanguard Total Bond Market Index Fund Institutional Shares
|
$9.30 | -0.64% | 0.03% | $43.20B | -4.81% | Purchase |
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
|
$9.30 | -0.64% | 0.04% | $96.50B | -4.81% | Purchase |
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shares
|
$68.30 | -0.07% | 0.07% | $18.60B | +14.50% | Purchase |
VDIPX
Vanguard Developed Markets Index Fund Institutional Plus Shares
|
$34.87 | -0.82% | 0.02% | $27.10B | +11.02% | Purchase |
VEMAX
Vanguard Emerging Markets Stock Index Fund Admiral Shares
|
$46.90 | -1.59% | 0.13% | $20.80B | +5.13% | Purchase |
VEMPX
Vanguard Extended Market Index Fund Institutional Plus Shares
|
$432.03 | -1.48% | 0.04% | $16.90B | +10.38% | Purchase |
VEMRX
Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares
|
$118.66 | -1.60% | 0.05% | $8.50B | +5.17% | Purchase |
VEXAX
Vanguard Extended Market Index Fund Admiral Shares
|
$175.08 | -1.48% | 0.05% | $28.10B | +10.38% | Purchase |
VFFSX
Vanguard 500 Index Fund
|
$371.82 | -0.35% | — | $1.73T | +10.99% | Purchase |
VFIAX
Vanguard 500 Index Fund Admiral Shares
|
$701.23 | -0.35% | 0.04% | $686.00B | +10.98% | Purchase |
VFIFX
Vanguard Target Retirement 2050 Fund
|
$65.29 | -0.65% | 0.08% | $107.70B | +10.14% | Purchase |
VFINX
Vanguard 500 Index Fund
|
$701.30 | -0.35% | — | $1.73T | +10.98% | Purchase |
VFORX
Vanguard Target Retirement 2040 Fund
|
$54.09 | -0.62% | 0.08% | $118.00B | +8.29% | Purchase |
VFWAX
Vanguard FTSE All-World ex-US Index Fund Admiral Shares
|
$50.26 | -1.02% | 0.08% | $12.20B | +9.95% | Purchase |
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
|
$49.77 | +0.04% | 0.08% | $16.80B | +15.02% | Purchase |
VIEIX
Vanguard Extended Market Index Fund Institutional Shares
|
$175.06 | -1.49% | 0.04% | $15.90B | +10.37% | Purchase |
VIGAX
Vanguard Growth Index Fund Admiral Shares
|
$262.53 | -0.25% | 0.05% | $109.80B | +4.54% | Purchase |
VIGIX
Vanguard Morningstar Growth Index Fund;Institutional
|
$262.55 | -0.25% | 0.03% | $49.10B | +4.54% | Purchase |
VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares
|
$608.26 | -0.35% | 0.02% | $219.20B | +10.18% | Purchase |
VIMAX
Vanguard Mid-Cap Index Fund Admiral Shares
|
$405.34 | -0.90% | 0.05% | $69.20B | +12.79% | Purchase |
VINIX
Vanguard Institutional Index Fund Institutional Shares
|
$608.26 | -0.35% | 0.04% | $129.40B | +10.18% | Purchase |
VITAX
Vanguard Information Technology Index Fund Admiral Shares
|
$463.30 | -0.56% | 0.09% | $23.50B | +20.07% | Purchase |
VITSX
Vanguard Total Stock Market Index Fund Institutional Shares
|
$181.36 | -0.46% | 0.03% | $109.50B | +11.11% | Purchase |
VMCIX
Vanguard Mid-Cap Index Fund Institutional Shares
|
$89.54 | -0.91% | 0.03% | $24.20B | +12.80% | Purchase |
VMCPX
Vanguard Mid-Cap Index Fund Institutional Plus Shares
|
$441.62 | -0.90% | 0.02% | $19.40B | +12.80% | Purchase |
VPMAX
Vanguard PRIMECAP Fund Admiral Shares
|
$223.24 | -0.96% | 0.27% | $85.90B | +20.73% | Purchase |
VPMCX
Vanguard PRIMECAP Fund Investor Shares
|
$215.43 | -0.96% | 0.35% | $5.60B | +20.65% | Purchase |
VSCIX
Vanguard Small-Cap Index Fund Institutional Shares
|
$139.68 | -1.31% | 0.03% | $22.70B | +13.03% | Purchase |
VSMAX
Vanguard Small-Cap Index Fund Admiral Shares
|
$139.68 | -1.31% | 0.05% | $61.40B | +13.03% | Purchase |
VSMPX
Vanguard Morningstar Total Stock Market Index Fund Institutional Plus Shares
|
$340.21 | -0.46% | 0.02% | $963.20B | +11.11% | Purchase |
VTABX
Vanguard Total International Bond Index Fund Admiral Shares
|
$18.93 | -0.42% | 0.10% | $23.00B | -2.22% | Purchase |
VTBNX
Vanguard Total Bond Market II Idx I
|
$9.17 | -0.54% | — | $389.66B | -4.88% | Purchase |
VTHRX
Vanguard Target Retirement 2030 Fund
|
$45.02 | -0.60% | 0.08% | $110.60B | +6.35% | Purchase |
VTIAX
Vanguard Total International Stock Index Fund Admiral Shares
|
$44.38 | -1.03% | 0.09% | $101.60B | +9.50% | Purchase |
VTIFX
Vanguard Total International Bond Index Fund Institutional Shares
|
$28.41 | -0.39% | 0.03% | $15.90B | -2.20% | Purchase |
VTIVX
Vanguard Target Retirement 2045 Fund
|
$37.94 | -0.65% | 0.08% | $120.00B | +9.21% | Purchase |
VTMGX
Vanguard Developed Markets Index Fund Admiral Shares
|
$22.28 | -0.80% | 0.05% | $36.90B | +11.01% | Purchase |
VTMNX
Vanguard Developed Markets Index Fund Institutional Shares
|
$22.31 | -0.80% | 0.03% | $17.90B | +11.05% | Purchase |
VTPSX
Vanguard Total International Stock Index Fund Institutional Plus Shares
|
$177.52 | -1.02% | 0.05% | $41.50B | +9.49% | Purchase |
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
|
$181.33 | -0.46% | 0.04% | $480.60B | +11.11% | Purchase |
VTSNX
Vanguard Total International Stock Index Fund Institutional Shares
|
$177.48 | -1.02% | 0.06% | $53.20B | +9.49% | Purchase |
VTTHX
Vanguard Target Retirement 2035 Fund
|
$29.39 | -0.61% | 0.08% | $126.60B | +7.34% | Purchase |
VTWAX
Vanguard Total World Stock Index Fund Admiral Shares
|
$55.13 | -0.65% | 0.09% | $12.30B | +10.37% | Purchase |
VTWIX
Vanguard Total World Stock Index Fund Institutional Shares
|
$317.80 | -0.66% | 0.07% | $7.10B | +10.38% | Purchase |
VVIAX
Vanguard Value Index Fund Admiral Shares
|
$89.33 | -0.47% | 0.05% | $45.90B | +19.89% | Purchase |
VWELX
Vanguard Wellington Fund Investor Shares
|
$46.84 | -0.36% | 0.24% | $12.30B | +4.76% | Purchase |
VWENX
Vanguard Wellington Fund Admiral Shares
|
$80.88 | -0.36% | 0.16% | $108.00B | +4.78% | Purchase |
WGIFX
Capital World Growth and Income Fund F-2
|
$78.16 | -0.53% | 0.52% | $149.06B | +9.51% | Purchase |
WSHCX
Washington Mutual Investors Fund, Class C Shares
|
$67.97 | -0.26% | 1.31% | $217.31B | +6.50% | Purchase |
WSHFX
American Funds Washington Mutual F1
|
$69.11 | -0.26% | 0.62% | $217.31B | +6.65% | Purchase |
| No funds found. | ||||||
Stewardship Logic
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Professional Guardrails
Each fund is governed by a dedicated team of analysts and managers, continuously optimizing for risk-adjusted returns.
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Dynamic Allocation
Capital is systematically rotated across sectors and asset classes to capitalize on shifting macro-economic trends.
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Scale Efficiency
Leverage the collective buying power of institutional pools to access instruments and pricing unavailable to individuals.
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Systematic Reinvestment
Automated distribution reinvestment protocols to maximize the power of longitudinal compounding.
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Passive Leverage
Remove the psychological burden of daily market noise. Our mutual funds offer a "set it and forget it" approach to high-fidelity wealth building.
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Asset Orchestration
From emerging market debt to global technology leaders, our fund catalog provides the exact building blocks needed for a resilient portfolio.