American Funds
- American Funds Amcap R4
- American Funds Amcap R6
- American Funds American Balanced Fund
- American Funds Capital World Bond R4
- American Funds Capital World Growth and Income Fund
- American Funds EuroPacific Growth R4
- American Funds EuroPacific Growth R5
- American Funds EuroPacific Growth R6
- American Funds Fundamental Investors R4
- American Funds Fundamental Investors R5
- American Funds Fundamental Investors R6
- American Funds Growth Fund of America R3
- American Funds Growth Fund of America R4
- American Funds Growth Fund of America R5
- American Funds New Perspective Fund
- American Funds Washington Mutual Investors Fund
Ariel
Artisan
Baron Funds
Black Rock
Brandywine Funds
Bridgeway
Calvert
Champlain
Clipper
Diamond Hill
Dodge & Cox
- Dodge & Cox Balanced Fund
- Dodge & Cox Income Fund
- Dodge & Cox International Stock Fund
- Dodge & Cox Stock Fund
Dreyfus
- Dreyfus Appreciation Fund
- Dreyfus Bond Market Index Fund Inv. Shares
- Dreyfus International Stock Index Fund
Fairholme
FBR
Federated
Fidelity
- Fidelity Advisor Equity Growth Fund Institutional Class
- Fidelity Advisor Growth Opportunities Fund Institutional Class
- Fidelity Advisor Intermediate Bond Fund Institutional Class
- Fidelity Advisor Mid-Cap Fund Institutional Class
- Fidelity Advisor New Insights Fund Institutional Class
- Fidelity Advisor Small Cap Fund Institutional Class
- Fidelity Advisor Stable Value Portfolio: Class I
- Fidelity Blue Chip Growth Fund
- Fidelity Contrafund
- Fidelity Diversified International Fund
- Fidelity Dividend Growth Fund
- Fidelity Growth Company Fund
- Fidelity Growth & Income Portfolio
- Fidelity Institutional Money Market Treasury Only - Class 1
- Fidelity Institutional Short-Intermediate Government Fund
- Fidelity Leveraged Company Stock
- Fidelity Low-Priced Stock Fund
- Fidelity Magellan Fund
- Fidelity Overseas Fund
- Fidelity Prime Money Market Portfolio
- Fidelity Puritan Fund
- Fidelity Select Computers Portfolio
- Fidelity Select Energy Portfolio
- Fidelity Select Gold
- Fidelity Select Technology Portfolio
- Fidelity Short-Term Bond Fund
- Fidelity Spartan Extended Market Index Fund
- Fidelity Spartan Total Market Index Fund
- Fidelity Spartan 500 Index Fund
- Fidelity U.S. Bond Index Fund
Gabelli
Harbor Funds
- Harbor Bond Fund
- Harbor Capital Appreciation Fund Institutional
- Harbor Commodity Real Return St Inst
- Harbor International Fund
- Harbor Real Return Adm
Hussman
Janus
- Janus Balanced Fund
- Janus Flexible Bond Fund
- Janus Orion Fund
- Janus Overseas Fund
- Janus Research Fund
- Janus Worldwide Fund
- Perkins Mid Cap Value Fund
- Perkins Small Cap Value Fund
Keeley
Lazard
Legg Mason
Leuthold Funds
Loomis Sayles
Managers Funds
Matthews Asian
Neuberger Berman
Oak Associates Funds
Oakmark Funds
Oppenheimer
Pimco
- Allianz NFJ Small Cap Value Fund
- PIMCO Low Duration Fund
- PIMCO High Yeld Fund
- PIMCO Real Return Class D
Royce Funds
- Royce Low-Priced Stock Fund
- Royce Pennsylvania Mutual Fund
- Royce Total Return Fund
- Royce Value Plus Fund
RS
Selected Funds
Third Avenue Funds
TIAA-CREF
- TIAA-CREF Institutional International Equity Retail
- TIAA-CREF Institutional Equity Index Retail
- TIAA-CREF Institutional Mid-Cap Value Retail
- TIAA-CREF Institutional Social Choice Equity Retail
T Rowe Price
- T. Rowe Price Emerging Markets Stock Fund
- T. Rowe Price Equity Income Fund
- T. Rowe Price Mid-Cap Growth Fund
- T. Rowe Price New Era Fund
- T. Rowe Price New Horizons
- T. Rowe Price Real Estate Fund
- T. Rowe Price Retirement 2015 Fund
- T. Rowe Price Retirement 2020 Fund
- T. Rowe Price Retirement 2025 Fund
- T. Rowe Price Retirement 2030 Fund
- T. Rowe Price Retirement 2030 Class R
- T. Rowe Price Retirement 2035 Fund
- T. Rowe Price Retirement 2040 Fund
- T. Rowe Price Spectrum Income Fund
Tweedy, Browne
Vanguard
- Vanguard Asset Allocation Fund
- Vanguard Balanced Index Fund
- Vanguard FTSE Social Index
- Vanguard GNMA Fund
- Vanguard Inflation-Protected Securities Fund
- Vanguard Intermediate-Term Bond Index Fund
- Vanguard International Value Fund
- Vanguard LifeStrategy Conservative Growth Fund
- Vanguard LifeStrategy Growth Fund
- Vanguard LifeStrategy Income Fund
- Vanguard LifeStrategy Moderate Growth Fund
- Vanguard Long Term Bond Index
- Vanguard Market Neutral Fund
- Vanguard Mid-Cap Index Signal Shares
- Vanguard REIT Index Fund
- Vanguard Selected Value Fund
- Vanguard Short-Term Bond Index
- Vanguard Short Term Federal Fund
- Vanguard Short-Term Investment-Grade Fund
- Vanguard Small-Cap Index Signal Shares
- Vanguard Small-Cap Value Index Fund
- Vanguard Target Retirement 2010 Fund
- Vanguard Target Retirement 2015 Fund
- Vanguard Target Retirement 2020 Fund
- Vanguard Target Retirement 2025 Fund
- Vanguard Target Retirement 2030 Fund
- Vanguard Target Retirement 2035 Fund
- Vanguard Target Retirement 2040 Fund
- Vanguard Target Retirement 2045 Fund
- Vanguard Target Retirement 2050 Fund
- Vanguard Total Bond Market Index Fund
- Vanguard Total International Stock Index Fund
- Vanguard Total Stock Market Index Fund
- Vanguard Windsor II