DFA US Social Core Equity 2 Portfolio

  • Funds Up/Down
    2/308
  • YTD Range (%)
    -48.49 - 6.29
  • YTD Avg (%)
    -17.78
Rank Fund Name Ticker YTD
1 Auer Growth Fund AUERX 6.29
2 Muhlenkamp Fund MUHLX 2.95
3 SEI US Managed Volatility Fund SVYAX -1.57
4 SEI US Managed Volatility Fund SEVIX -1.79
5 Virtus FORT Trend Fund VAPIX -4.57
6 SEI US Managed Volatility Fund SVOAX -4.91
7 Virtus FORT Trend Fund VRPAX -5.09
8 SEI Tax-Managed Managed Volatility Fund STVYX -5.48
9 Virtus FORT Trend Fund VAPCX -5.92
10 Virtus FORT Trend Fund VAPAX -5.99
11 Bullfinch Fund Greater Western New York Series BWNYX -6.74
12 Marshfield Concentrated Opportunity Fund MRFOX -7.82
13 Essential 40 Stock Fund ESSIX -7.92
14 Monteagle Texas Fund BIGTX -8.17
15 ACM Dynamic Opportunity Fund ADOIX -8.64
16 SEI Tax-Managed Managed Volatility Fund TMMAX -8.69
17 American Century Disciplined Core Value Fund AICRX -8.75
18 American Century Disciplined Core Value Fund AICGX -8.89
19 Monteagle Opportunity Equity Fund HEQCX -8.9
20 Monteagle Opportunity Equity Fund HEQFX -9.11
21 Vanguard US Multifactor Fund VFMFX -9.55
22 MFS Low Volatility Equity Fund MLVOX -10.01
23 GMO US Equity Fund GMCQX -10.13
24 American Century Disciplined Core Value Fund ACGCX -10.47
25 Bullfinch Fund Unrestricted Series BUNRX -10.92
26 American Century Disciplined Core Value Fund AMADX -11.05
27 Victory US 500 Enhanced Volatility Wtd Index Fund CUHIX -11.06
28 MFS Low Volatility Equity Fund MLVHX -11.07
29 MFS Low Volatility Equity Fund MLVGX -11.09
30 American Century Disciplined Core Value Fund AMGIX -11.1
31 American Century Disciplined Core Value Fund BIGRX -11.12
32 Timothy Plan Strategic Growth Fund TSGCX -11.28
33 MFS Low Volatility Equity Fund MLVMX -11.35
34 Victory US 500 Enhanced Volatility Wtd Index Fund CUHAX -11.43
35 Timothy Plan Strategic Growth Fund TSGAX -11.4
36 Neuberger Berman Multi-Cap Opportunities Fund NMUAX -11.5
37 Victory US 500 Enhanced Volatility Wtd Index Fund CUHCX -11.59
38 Free Market US Equity Fund FMUEX -11.61
39 DFA US Core Equity 2 Portfolio DFQTX -11.78
40 Invesco Equally-Weighted S&P 500 Fund VADAX -12.02
41 MFS Low Volatility Equity Fund MLVTX -12.23
42 MFS Low Volatility Equity Fund MLVBX -12.36
43 13D Activist Fund DDDIX -12.38
44 Invesco Equally-Weighted S&P 500 Fund VADRX -12.38
45 13D Activist Fund DDDAX -12.42
46 GMO US Equity Fund GMUEX -12.49
47 MFS Core Equity Fund MRGAX -12.57
48 Davis Opportunity Fund DGOYX -12.7
49 Invesco Equally-Weighted S&P 500 Fund VADFX -12.72
50 MFS Low Volatility Equity Fund MLVRX -12.76
51 Gabelli Asset Fund GATAX -12.88
52 Glenmede Responsible ESG US Equity Portfolio RESGX -12.94
53 Diamond Hill All Cap Select Fund DHTAX -12.97
54 Delaware Hedged US Equity Opportunities Fund FHEKX -12.99
55 Invesco Equally-Weighted S&P 500 Fund VADDX -13.1
56 Putnam Multi-Cap Core Fund PMYTX -13.28
57 Invesco Equally-Weighted S&P 500 Fund VADCX -13.28
58 JPMorgan Equity Focus Fund JPFRX -13.32
59 Lazard US Equity Concentrated Portfolio LEVOX -13.33
60 Diamond Hill All Cap Select Fund DHLTX -13.38
61 AMG FQ Tax-Managed US Equity Fund MFQAX -13.38
62 MFS Low Volatility Equity Fund MLVAX -13.48
63 Putnam Multi-Cap Core Fund PMYAX -13.53
64 Blue Chip Investor Fund BCIFX -13.6
65 JPMorgan Equity Focus Fund JPFSX -13.62
66 Delaware Hedged US Equity Opportunities Fund FHELX -13.72
67 MainStay MacKay Common Stock Fund MSOIX -13.73
68 Delaware Hedged US Equity Opportunities Fund FHEJX -13.82
69 MFS Low Volatility Equity Fund MLVPX -13.88
70 FormulaFolios US Equity Fund FFIOX -14.02
71 AMG FQ Tax-Managed US Equity Fund MFQTX -14.08
72 Victory Diversified Stock Fund VDSCX -14.19
73 Diamond Hill All Cap Select Fund DHTYX -14.21
74 JPMorgan Equity Focus Fund JPFAX -14.24
75 Russell Multifactor US Equity Fund RTDAX -14.28
76 Glenmede Women in Leadership US Equity Portfolio GWILX -14.31
77 Davidson Multi-Cap Equity Fund DFMAX -14.32
78 Pax ESG Beta Quality Fund PWGIX -14.45
79 Clearwater Core Equity Fund QWVPX -14.46
80 AAMA Equity Fund AMFEX -14.52
81 MFS Core Equity Fund MRGCX -14.54
82 JPMorgan Equity Focus Fund JPFCX -14.62
83 SEI US Equity Factor Allocation Fund SEHAX -14.71
84 Putnam Multi-Cap Core Fund PMYBX -14.71
85 Lazard US Equity Concentrated Portfolio LEVIX -14.72
86 Putnam Multi-Cap Core Fund PMYYX -14.74
87 FormulaFolios US Equity Fund FFILX -14.74
88 Davidson Multi-Cap Equity Fund DFMIX -14.82
89 Putnam Multi-Cap Core Fund PMYCX -14.86
90 TIAA-CREF Equity Index Fund TINRX -14.92
91 PFG JP Morgan Tactical Aggressive Strategy Fund PFSEX -15.1
92 Touchstone Focused Fund TFFIX -15.15
93 Davis Opportunity Fund RPEAX -15.15
94 DFA US Sustainability Core 1 Portfolio DFSIX -15.32
95 Leuthold Select Industries Fund LSLTX -15.38
96 MainStay MacKay Common Stock Fund MGOCX -15.5
97 MainStay MacKay Common Stock Fund MCSSX -15.52
98 Davis Opportunity Fund DGOCX -15.56
99 DFA US Core Equity 1 Portfolio DFEOX -15.58
100 Fidelity Total Market Index Fund FSKAX -15.61
101 Touchstone Focused Fund TFOAX -15.67
102 MainStay MacKay Common Stock Fund MSOAX -15.69
103 AB Core Opportunities Fund, Inc ADGIX -15.7
104 Manor Investment Funds Manor Fund MNRMX -15.71
105 Parnassus Endeavor Fund PARWX -15.73
106 AB Core Opportunities Fund, Inc ADGCX -15.75
107 Russell Investments Sustainable Equity Fund REQAX -15.76
108 Parnassus Endeavor Fund PFPWX -15.77
109 TIAA-CREF Social Choice Low Carbon Equity Fund TEWCX -15.77
110 Fidelity Leveraged Company Stock Fund FLCKX -15.77
111 BlackRock Advantage ESG U.S. Equity Fund BIRKX -15.81
112 Beck, Mack & Oliver Partners Fund BMPEX -15.81
113 MFS Core Equity Fund MRGGX -15.87
114 MFS Core Equity Fund MRGRX -15.89
115 Victory Diversified Stock Fund GRINX -16.09
116 SA US Core Market Fund SAALX -16.27
117 Victory Special Value Fund VSVGX -16.3
118 Lazard US Equity Concentrated Portfolio RLUEX -16.32
119 Victory Special Value Fund VSVYX -16.34
120 Putnam Multi-Cap Core Fund PMYZX -16.5
121 BlackRock Advantage US Total Market Fund, Inc MKSPX -16.56
122 Private Capital Management Value Fund VFPIX -16.58
123 Federated Hermes MDT All Cap Core Fund QKACX -16.61
124 Pax ESG Beta Quality Fund PXGAX -16.61
125 Touchstone Focused Fund TFFYX -16.65
126 Neuberger Berman Sustainable Equity Fund NRSRX -16.66
127 Hartford Capital Appreciation Fund ITHSX -16.67
128 Neuberger Berman Sustainable Equity Fund NBSTX -16.72
129 BlackRock Advantage US Total Market Fund, Inc MDSPX -16.84
130 MainStay MacKay Common Stock Fund MSOSX -16.9
131 Hartford Capital Appreciation Fund ITHVX -16.92
132 Neuberger Berman Sustainable Equity Fund NRARX -16.92
133 iShares Total US Stock Market Index Fund BASMX -16.94
134 Northern Northern US Quality ESG Fund NUESX -16.99
135 Neuberger Berman Sustainable Equity Fund NRAAX -17
136 Zacks All-Cap Core Fund CZOVX -17.08
137 TIAA-CREF Equity Index Fund TCEPX -17.12
138 Hartford Capital Appreciation Fund HCAYX -17.13
139 Principal Capital Appreciation Fund PCAPX -17.17
140 Vanguard Total Stock Market Index Fund VSTSX -17.17
141 Principal Capital Appreciation Fund PCAMX -17.17
142 iShares Total US Stock Market Index Fund BITSX -17.22
143 Principal Capital Appreciation Fund PCAOX -17.3
144 iShares Total US Stock Market Index Fund BKTSX -17.32
145 Neuberger Berman Sustainable Equity Fund NBSLX -17.34
146 Hartford Capital Appreciation Fund ITHRX -17.35
147 Touchstone Focused Fund TFFCX -17.35
148 Federated Hermes MDT All Cap Core Fund QCACX -17.37
149 Hartford Capital Appreciation Fund ITHTX -17.4
150 Victory Diversified Stock Fund VDSRX -17.48
151 TIAA-CREF Social Choice Equity Fund TICHX -17.48
152 Neuberger Berman Sustainable Equity Fund NRACX -17.49
153 Federated Hermes MDT All Cap Core Fund QAACX -17.53
154 TIAA-CREF Equity Index Fund TIQRX -17.55
155 Invesco Main Street All Cap Fund OMSYX -17.55
156 MainStay MacKay Common Stock Fund MOPBX -16.03
157 MFS Core Equity Fund MRGHX -17.63
158 Federated Hermes MDT All Cap Core Fund QIACX -17.64
159 MFS Core Equity Fund MRERX -17.66
160 Glenmede Strategic Equity Portfolio GTCEX -17.66
161 TIAA-CREF Social Choice Equity Fund TRSCX -17.7
162 Victory Diversified Stock Fund SRVEX -17.75
163 Sterling Capital Special Opportunities Fund BOPCX -17.76
164 Vanguard Tax-Managed Capital Appreciation Fund VTCLX -17.76
165 Schwab Total Stock Market Index Fund SWTSX -17.78
166 Fidelity Stock Selector All Cap FSSKX -17.82
167 Fort Pitt Capital Total Return Fund FPCGX -17.83
168 MFS Core Equity Fund MRGJX -17.85
169 MFS Core Equity Fund MRGBX -17.87
170 Sterling Capital Special Opportunities Fund STRSX -17.89
171 Pax ESG Beta Quality Fund PXWGX -18.01
172 TIAA-CREF Equity Index Fund TIEIX -18.02
173 Hartford Capital Appreciation Fund ITHIX -18.06
174 Weitz Partners Value Fund WPVIX -18.07
175 Vanguard Total Stock Market Index Fund VTSAX -18.1
175 Fidelity Advisor Stock Selector All Cap FBRNX -17.98
176 BlackRock Advantage US Total Market Fund, Inc MRSPX -18.11
177 Vanguard Total Stock Market Index Fund VITSX -18.11
178 TIAA-CREF Social Choice Low Carbon Equity Fund TNWCX -18.16
179 TIAA-CREF Social Choice Low Carbon Equity Fund TPWCX -18.16
180 BlackRock Advantage US Total Market Fund, Inc MCSPX -18.17
181 Fidelity Advisor Leveraged Company Stock Fund FZAKX -18.17
182 Fidelity ZERO Total Market Index Fund FZROX -18.3
183 Neuberger Berman Sustainable Equity Fund NBSRX -18.32
184 Hartford Capital Appreciation Fund ITHAX -18.32
185 Dreyfus Sustainable US Equity Fund, Inc DTCCX -18.35
186 Fidelity Advisor Stock Selector All Cap FLACX -18.37
187 Victory Diversified Stock Fund VDSIX -18.37
188 Fidelity Stock Selector All Cap FDSSX -18.39
189 Victory Special Value Fund VSPIX -18.4
190 Wells Fargo Opportunity Fund WOFDX -18.41
191 TIAA-CREF Equity Index Fund TEIHX -18.45
192 AB Core Opportunities Fund, Inc ADGZX -18.54
193 Principal Capital Appreciation Fund PCAQX -18.56
194 Hartford Capital Appreciation Fund HCACX -18.59
195 Weitz Partners Value Fund WPVLX -18.59
196 Principal Capital Appreciation Fund CMNWX -18.59
197 Vanguard Total Stock Market Index Fund VSMPX -18.59
198 Victory Diversified Stock Fund VDSYX -18.65
199 AB Core Opportunities Fund, Inc ADGAX -18.65
200 Invesco Main Street All Cap Fund OMSCX -18.66
201 Victory Special Value Fund SSVSX -18.67
202 Wells Fargo Opportunity Fund WFOPX -18.69
203 SA US Core Market Fund SAMKX -18.71
204 Wilshire 5000 Index Fund WINDX -18.74
205 Sterling Capital Special Opportunities Fund BOPAX -18.82
206 DFA US Social Core Equity 2 Portfolio DFUEX -18.84
207 Hartford Capital Appreciation Fund HCAFX -18.84
208 Wilshire 5000 Index Fund WFIVX -18.87
209 T. Rowe Price Total Equity Market Index Fund POMIX -18.88
210 Principal Capital Appreciation Fund CMNCX -18.96
211 AB Core Opportunities Fund, Inc ADGKX -18.96
212 Victory Special Value Fund VSVCX -18.97
213 Principal Capital Appreciation Fund PWCIX -19.02
214 Fidelity Advisor Stock Selector All Cap FMAMX -19.03
215 BlackRock Advantage ESG U.S. Equity Fund BIRAX -19.06
216 AB Core Opportunities Fund, Inc ADGRX -19.06
217 Vanguard Total Stock Market Index Fund VTSMX -19.14
218 BlackRock Advantage ESG U.S. Equity Fund BIRCX -19.16
219 Vanguard Tax-Managed Capital Appreciation Fund VTCIX -19.19
220 Fidelity Advisor Leveraged Company Stock Fund FLSTX -19.19
221 TIAA-CREF Social Choice Equity Fund TICRX -19.22
222 BlackRock Advantage ESG U.S. Equity Fund BIRIX -19.27
223 Fidelity Advisor Leveraged Company Stock Fund FLVIX -19.3
224 Invesco Main Street All Cap Fund OMSOX -19.3
225 Fidelity Advisor Stock Selector All Cap FZAPX -19.39
226 TIAA-CREF Social Choice Low Carbon Equity Fund TLWCX -19.43
227 Fidelity Advisor Leveraged Company Stock Fund FLSAX -19.44
228 Boston Common ESG Impact US Equity Fund BCAMX -19.46
229 Neuberger Berman Multi-Cap Opportunities Fund NMUCX -19.51
230 Schwab MarketTrack All Equity Portfolio SWEGX -19.52
231 TIAA-CREF Social Choice Equity Fund TISCX -19.53
232 TIAA-CREF Social Choice Equity Fund TRPSX -19.57
233 Vanguard Institutional Total Stock Market Index Fund VITPX -21.05
234 Osterweis Fund OSTFX -19.84
235 Old Westbury All Cap Core Fund OWACX -19.84
236 Invesco Main Street All Cap Fund OMSNX -19.88
237 John Hancock Fundamental All Cap Core Fund JFCCX -20.08
238 Fidelity Advisor Stock Selector All Cap FSJHX -20.1
239 Great-West Core Strategies US Equity Fund MXEBX -20.16
240 Wells Fargo Low Volatility US Equity Fund WLVKX -20.17
241 Pin Oak Equity Fund POGSX -20.24
242 Neuberger Berman Multi-Cap Opportunities Fund NMULX -20.31
243 Wells Fargo Low Volatility US Equity Fund WLVJX -20.35
244 Dreyfus Sustainable US Equity Fund, Inc DTCYX -20.55
245 Wells Fargo Low Volatility US Equity Fund WLVLX -20.37
246 John Hancock Fundamental All Cap Core Fund JFARX -20.37
247 Dreyfus Sustainable US Equity Fund, Inc DTCAX -20.38
248 Aspiration Redwood Fund REDWX -20.45
249 Wells Fargo Low Volatility US Equity Fund WLVOX -20.61
250 Wells Fargo Low Volatility US Equity Fund WLVDX -20.63
251 Wells Fargo Opportunity Fund WOFNX -20.98
252 Fidelity Advisor Leveraged Company Stock Fund FLSCX -20.99
253 Matthew 25 Fund MXXVX -21.08
254 Segall Bryant & Hamill All Cap Fund SBHAX -21.2
255 Fidelity Strategic Advisers Fidelity US Total Stock Fund FCTDX -21.2
256 John Hancock Fundamental All Cap Core Fund JFAIX -21.36
257 Dreyfus Sustainable US Equity Fund, Inc DRTCX -21.42
258 John Hancock Fundamental All Cap Core Fund JFCAX -21.42
259 John Hancock Fundamental All Cap Core Fund JFCIX -21.5
260 Vanguard Diversified Equity Fund VDEQX -21.59
261 Vanguard Institutional Total Stock Market Index Fund VITNX -21.62
262 Bridgeway Aggressive Investors 1 Fund BRAGX -21.64
263 PartnerSelect Equity Fund MSEFX -21.86
264 Wells Fargo Opportunity Fund SOPVX -21.91
265 Aberdeen U.S. Sustainable Leaders Fund GXXAX -21.98
266 Archer Stock Fund ARSKX -22.2
267 John Hancock Fundamental All Cap Core Fund JFACX -22.34
268 Domini Impact Equity Fund DIEQX -22.39
269 Domini Impact Equity Fund DSEPX -22.44
270 Davenport Equity Opportunities Fund DEOPX -22.44
271 Catalyst Exceed Defined Risk Fund CLPAX -22.84
272 Domini Impact Equity Fund DSFRX -23.76
273 Domini Impact Equity Fund DSEFX -23.84
274 Catalyst Exceed Defined Risk Fund CLPCX -23.85
275 Aberdeen U.S. Sustainable Leaders Fund GGLIX -23.94
276 Aberdeen U.S. Sustainable Leaders Fund GXXIX -24.04
277 Midas Magic MISEX -24.12
278 Fidelity Disciplined Equity Fund FDEKX -24.65
279 Aberdeen U.S. Sustainable Leaders Fund GXXCX -24.9
280 Miller Opportunity Trust LMNOX -24.98
281 IMS Capital Value Fund IMSCX -25.37
282 LKCM Aquinas Catholic Equity Fund AQEIX -25.53
283 Fidelity Disciplined Equity Fund FDEQX -25.67
284 Miller Opportunity Trust MVISX -25.89
285 Miller Opportunity Trust LMOFX -25.99
286 Miller Opportunity Trust LMORX -26.05
287 Miller Opportunity Trust LGOAX -26.46
288 Miller Opportunity Trust LMOPX -26.49
289 Quaker Impact Growth Fund QUAGX -26.93
290 Neuberger Berman Focus Fund NBFAX -27.28
291 Quaker Impact Growth Fund QAGIX -27.44
292 Neuberger Berman Focus Fund NFACX -28.65
293 Neuberger Berman Focus Fund NFALX -29.2
294 Neuberger Berman Focus Fund NBFCX -29.22
295 Neuberger Berman Focus Fund NBSSX -29.23
296 Neuberger Berman Focus Fund NFAAX -29.31
297 Rational Dynamic Brands Fund HSUTX -32.22
298 Rational Dynamic Brands Fund HSUCX -32.5
299 Rational Dynamic Brands Fund HSUAX -33.01
300 Sound Mind Investing Fund SMIFX -35.42
301 Wells Fargo Diversified Equity Fund NVDAX -35.43
302 Wells Fargo Diversified Equity Fund NVDEX -35.48
303 Catalyst Buyback Strategy Fund BUYAX -36.62
304 Catalyst Buyback Strategy Fund BUYIX -37.36
305 Wells Fargo Diversified Equity Fund WFDEX -42.98
306 Ivy Accumulative Fund IATCX -44.99
307 Ivy Accumulative Fund IATIX -45
308 Ivy Accumulative Fund IATAX -48.02
309 Ivy Accumulative Fund IATNX -48.49