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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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Live market data · updated 7 minutes ago
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| Action | ||||||
|---|---|---|---|---|---|---|
ABALX
American Balanced Fund A
|
$40.10 | -0.20% | 0.55% | $279.11B | +6.96% | Purchase |
AEGFX
EUPAC Fund F-1
|
$59.46 | -0.35% | 0.86% | $126.13B | -1.16% | Purchase |
AEPFX
EUPAC Fund F-2
|
$59.81 | -0.35% | 0.59% | $126.13B | -0.89% | Purchase |
AEPGX
EUPAC Fund Class A
|
$59.85 | -0.35% | 0.83% | $126.13B | -1.09% | Purchase |
AFIFX
American Funds Fundamental Investors Class F-1
|
$100.62 | -0.33% | 0.64% | $172.64B | +9.54% | Purchase |
AFMBX
American Balanced Fund F-3
|
$40.09 | -0.20% | 0.25% | $279.11B | +6.99% | Purchase |
AGTHX
American Funds The Growth Fund of America Class A
|
$84.52 | -0.53% | 0.59% | $335.96B | +5.05% | Purchase |
AICCX
American Funds Investment Co of America C
|
$65.52 | -0.29% | 1.31% | $180.66B | +6.36% | Purchase |
AICFX
American Funds Investment Co of America Cl F-1 Shs
|
$66.43 | -0.29% | 0.62% | $180.66B | +6.44% | Purchase |
AIVSX
American Funds Invmt Co of Amer A
|
$66.71 | -0.28% | 0.55% | $180.66B | +6.46% | Purchase |
AMBFX
American Balanced Fund Class F-2 Shs
|
$40.07 | -0.20% | — | $278.55B | +7.00% | Purchase |
AMCPX
AMCAP Fund A
|
$43.75 | -0.39% | 0.64% | $89.30B | -4.97% | Purchase |
AMECX
American Funds The Income Fund of America Class A
|
$28.13 | +0.29% | 0.56% | $147.62B | +7.74% | Purchase |
AMPFX
AMCAP Fund F-1
|
$43.04 | -0.37% | 0.71% | $89.30B | -5.14% | Purchase |
ANCFX
American Funds Fundamental Investors
|
$100.70 | -0.33% | 0.57% | $172.64B | +9.54% | Purchase |
ANWPX
American Funds New Perspective Fund Class A
|
$73.62 | -0.35% | 0.71% | $160.98B | +4.26% | Purchase |
AWSHX
Washington Mutual Investors Fund A
|
$69.63 | +0.09% | 0.55% | $217.31B | +6.78% | Purchase |
BALFX
American Funds American Balanced F1
|
$40.06 | -0.17% | 0.61% | $279.11B | +6.97% | Purchase |
BFAFX
The Bond Fund of America, Class F-1 Shares
|
$10.79 | -0.19% | — | $97.50B | -5.76% | Purchase |
CAIBX
American Funds Capital Income Builder Class A
|
$83.85 | +0.08% | 0.58% | $128.76B | +9.02% | Purchase |
CFAAX
The Bond Fund of America 529A
|
$10.79 | -0.19% | 0.61% | $97.68B | -5.76% | Purchase |
CFNAX
American Funds Fundamental Investors Class 529-A
|
$100.42 | -0.33% | 0.61% | $172.64B | +9.53% | Purchase |
CGFAX
The Growth Fund of America 529A
|
$82.85 | -0.53% | 0.62% | $335.96B | +5.02% | Purchase |
CIBFX
Capital Income Builder Cl F-1 Shs
|
$83.85 | +0.08% | 0.64% | $128.76B | +9.02% | Purchase |
CICAX
Investment Company of America
|
$66.42 | -0.29% | 0.59% | $180.66B | +6.44% | Purchase |
CIRAX
American Funds Capital Income Builder Class 529-A
|
$83.81 | +0.08% | 0.60% | $128.76B | +9.03% | Purchase |
CLBAX
American Balanced Fund 529A
|
$40.00 | -0.20% | 0.58% | $279.11B | +6.95% | Purchase |
CNWAX
New World Fund 529A
|
$96.92 | -0.63% | 0.98% | — | — | Purchase |
CSPAX
American Funds SMALLCAP World 529A
|
$77.25 | -0.31% | 1.04% | $86.86B | +7.28% | Purchase |
CWGFX
American Funds Capital World Growth & Income Fund Class F-1 Shs
|
$77.79 | -0.32% | 0.79% | $149.06B | +9.13% | Purchase |
CWGIX
American Funds Capital World Growth and Income Fund Class A
|
$78.05 | -0.32% | 0.73% | $149.06B | +9.15% | Purchase |
CWIAX
American Funds Capital World Growth and Income Fund Class 529-A
|
$77.64 | -0.32% | 0.75% | $149.06B | +9.14% | Purchase |
CWMAX
Washington Mutual Investors Fund 529A
|
$69.34 | +0.09% | 0.58% | $217.31B | +6.74% | Purchase |
DODFX
Dodge & Cox International Stock Fund
|
$18.09 | — | — | $99.73B | +9.90% | Purchase |
DODIX
Dodge & Cox Income Fund - Class I
|
$12.19 | -0.16% | — | $107.60B | -5.14% | Purchase |
DOXGX
Dodge & Cox Stock Fund
|
$18.28 | +0.49% | — | $119.61B | +10.19% | Purchase |
FBGKX
Fidelity Blue Chip Growth Fund
|
$271.52 | -0.91% | — | $97.00B | +1.02% | Purchase |
FBGRX
Fidelity Blue Chip Growth Fund
|
$269.49 | -0.91% | — | $97.00B | +0.92% | Purchase |
FCNKX
Fidelity Contrafund K
|
$26.87 | -0.26% | — | $173.52B | +10.08% | Purchase |
FCNTX
Fidelity Contrafund
|
$26.74 | -0.26% | 0.63% | $176.32B | +10.04% | Purchase |
FCTDX
Strategic Advisers Fidelity US TtlStk
|
$21.67 | -0.23% | — | $267.63B | +10.11% | Purchase |
FDGRX
Fidelity Growth Company Fund Retail Class
|
$54.79 | -0.89% | — | $92.85B | +14.58% | Purchase |
FFICX
American Funds Investment Company of America, Class F-3
|
$66.68 | -0.28% | 0.27% | $180.66B | +6.48% | Purchase |
FGCKX
Fidelity Growth Company Fund - Class K
|
$55.24 | -0.90% | — | $92.84B | +14.63% | Purchase |
FIFAX
The Income Fund of America F-3
|
$28.11 | +0.29% | 0.26% | $147.62B | +7.74% | Purchase |
FINFX
American Funds Fundamental Invs F2
|
$100.63 | -0.34% | 0.38% | $172.64B | +9.56% | Purchase |
FNPFX
American Funds New Perspective Fund - Class F-3
|
$73.82 | -0.35% | 0.40% | $160.98B | +4.53% | Purchase |
FPMAX
First Eagle Core Plus Municipal Fund Class A
|
$10.00 | -0.40% | — | $151.85B | -0.89% | Purchase |
FSKAX
Fidelity Total Market Index Fund
|
$208.09 | -0.39% | — | $140.31B | +11.37% | Purchase |
FTIXX
Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund
|
$1.00 | — | — | $102.86B | — | Purchase |
FUNFX
American Funds Fundamental Invs F3
|
$100.65 | -0.33% | 0.28% | $172.64B | +9.58% | Purchase |
FWMIX
Washington Mutual Investors Fund - Class F-3
|
$69.57 | +0.07% | 0.26% | $217.31B | +6.80% | Purchase |
FXAIX
Fidelity 500 Index Fund
|
$262.98 | -0.39% | — | $847.50B | +10.63% | Purchase |
GAFFX
American Funds The Growth Fund of America Class F-3
|
$84.76 | -0.53% | 0.29% | $335.96B | +5.32% | Purchase |
GFACX
The Growth Fund of America C
|
$70.24 | -0.52% | 1.35% | $335.96B | +4.37% | Purchase |
GFAFX
The Growth Fund of America Class F-1 Shares
|
$83.60 | -0.52% | — | $334.20B | +5.00% | Purchase |
GFFFX
American Funds The Growth Fund of America® Class F-2
|
$84.30 | -0.52% | 0.40% | $335.96B | +5.23% | Purchase |
IFAFX
The Income Fund of America, Class F-1 Shares
|
$28.01 | +0.25% | — | $147.99B | +7.69% | Purchase |
JLGMX
JPMorgan Large Cap Growth Fund
|
$84.31 | -0.99% | — | $104.87B | -2.46% | Purchase |
JLGRX
JPMorgan Large Cap Growth Fund
|
$83.04 | -0.98% | — | $104.88B | -2.55% | Purchase |
NAESX
Vanguard Morningstar Small-Cap Index Fund Investor Shares
|
$139.52 | -0.10% | — | $134.46B | +12.90% | Purchase |
NEWFX
American Funds New World Fund Class A
|
$98.06 | -0.63% | 0.96% | — | — | Purchase |
NFFFX
New World Fund F-2
|
$97.86 | -0.63% | 0.68% | — | — | Purchase |
NPFFX
American Funds New Perspective Fund, Class F-1
|
$72.93 | -0.36% | 0.77% | $160.98B | +4.20% | Purchase |
OLGAX
JPMorgan Large Cap Growth A
|
$84.25 | -0.99% | — | $104.87B | +6.75% | Purchase |
PABGX
T. Rowe Price Blue Chip Growth Fund Advisor Class
|
$193.71 | -1.00% | — | $97.13B | -4.27% | Purchase |
PIMIX
PIMCO Income Fund
|
$10.34 | -0.19% | — | $223.15B | -5.91% | Purchase |
PONAX
PIMCO Income Fund
|
$10.34 | -0.19% | — | $223.15B | -5.91% | Purchase |
PONPX
PIMCO Income Fund
|
$10.34 | -0.19% | — | $223.15B | -5.91% | Purchase |
RAFFX
AMCAP Fund R-5
|
$45.41 | -0.37% | 0.38% | $89.30B | -4.50% | Purchase |
RERGX
EUPAC Fund Class R-6
|
$60.10 | -0.35% | 0.47% | $126.13B | -0.79% | Purchase |
RERHX
EUPAC Fund Class R-5E
|
$59.36 | -0.35% | 0.62% | $126.13B | -0.97% | Purchase |
RFNCX
Fundamental Investors R-3
|
$100.27 | -0.33% | 0.93% | $172.64B | +9.49% | Purchase |
RGAAX
American Funds The Growth Fund of America, Class R-1
|
$72.14 | -0.52% | 1.37% | $335.96B | +4.34% | Purchase |
RGABX
American Funds The Growth Fund of America Class R-2
|
$73.49 | -0.53% | 1.38% | $335.96B | +4.33% | Purchase |
RGAGX
American Funds The Growth Fund of America Class R-6
|
$84.86 | -0.53% | 0.29% | $335.96B | +5.32% | Purchase |
RICAX
American Funds Investment Company of America;R1
|
$65.76 | -0.29% | 1.33% | $180.66B | +6.36% | Purchase |
RICBX
American Funds Invmt Co of Amer R2
|
$65.87 | -0.30% | 1.36% | $180.66B | +6.34% | Purchase |
RIDGX
The Income Fund of America R-6
|
$28.15 | +0.29% | 0.26% | $147.62B | +7.77% | Purchase |
RIRGX
Capital Income Builder Cl R-6
|
$83.84 | +0.08% | 0.26% | $128.76B | +9.07% | Purchase |
RLBGX
American Funds American Balanced Fund Class R-6
|
$40.14 | -0.20% | 0.25% | $279.11B | +7.01% | Purchase |
RLLGX
SMALLCAP World Fund, Inc. Cl R-6
|
$82.12 | -0.30% | 0.65% | $86.86B | +7.64% | Purchase |
RNPCX
New Perspective Fund, Class R-3 Shares
|
$70.82 | -0.35% | 1.05% | $160.98B | +3.95% | Purchase |
RNPGX
American Funds New Perspective Fund Class R-6
|
$73.87 | -0.36% | 0.40% | $160.98B | +4.53% | Purchase |
RRBGX
T. Rowe Price Blue Chip Growth Fund Class R
|
$179.02 | -1.00% | — | $89.77B | -4.52% | Purchase |
RSLAX
American Funds SMALLCAP World R1
|
$65.21 | -0.31% | 1.74% | $86.86B | +6.62% | Purchase |
RWICX
American Funds Capital World Growth and Income Fund Class R-3
|
$77.26 | -0.32% | 1.06% | $149.06B | +9.09% | Purchase |
RWMBX
Washington Mutual Investors Fund R-2
|
$67.78 | +0.09% | 1.35% | $217.31B | +6.56% | Purchase |
RWMFX
Washington Mutual Investors Fund R-5
|
$69.58 | +0.09% | 0.31% | $217.31B | +6.80% | Purchase |
SCWFX
American Funds SMALLCAP World F1
|
$77.26 | -0.31% | 1.07% | $86.86B | +7.25% | Purchase |
SEEGX
JPMorgan Large Cap Growth Fund I Class
|
$84.28 | -0.99% | — | $104.87B | +3.03% | Purchase |
SMCWX
American Funds SMALLCAP World Fund Class A
|
$78.64 | -0.30% | 1.03% | $86.86B | +7.30% | Purchase |
SWPPX
Schwab S&P 500 Index Fund- Select Shares
|
$19.55 | -0.41% | 0.02% | $148.11B | +11.46% | Purchase |
SWVXX
Schwab Prime Advantage Money Fund - Investor
|
$1.00 | — | 0.34% | $247.18B | — | Purchase |
TBCIX
T. Rowe Price Blue Chip Growth Fund I Class
|
$203.53 | -1.00% | — | $102.06B | -3.98% | Purchase |
TRBCX
T. Rowe Price Blue Chip Growth Fund
|
$201.72 | -1.00% | — | $101.15B | -4.09% | Purchase |
VBMFX
Vanguard Total Bond Market Index Fund
|
$9.28 | -0.22% | — | $399.75B | -5.02% | Purchase |
VBMPX
Vanguard Total Bond Market Index Fund Institutional Plus Shares
|
$9.28 | -0.22% | 0.02% | $34.50B | -5.02% | Purchase |
VBTIX
Vanguard Total Bond Market Index Fund Institutional Shares
|
$9.28 | -0.22% | 0.03% | $43.20B | -5.02% | Purchase |
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
|
$9.28 | -0.22% | 0.04% | $96.50B | -5.02% | Purchase |
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shares
|
$68.33 | +0.04% | 0.07% | $18.60B | +14.55% | Purchase |
VDIPX
Vanguard Developed Markets Index Fund Institutional Plus Shares
|
$34.82 | -0.14% | 0.02% | $27.10B | +10.86% | Purchase |
VEMAX
Vanguard Emerging Markets Stock Index Fund Admiral Shares
|
$46.70 | -0.43% | 0.13% | $20.80B | +4.69% | Purchase |
VEMPX
Vanguard Extended Market Index Fund Institutional Plus Shares
|
$430.39 | -0.38% | 0.04% | $16.90B | +9.96% | Purchase |
VEMRX
Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares
|
$118.15 | -0.43% | 0.05% | $8.50B | +4.72% | Purchase |
VEXAX
Vanguard Extended Market Index Fund Admiral Shares
|
$174.41 | -0.38% | 0.05% | $28.10B | +9.95% | Purchase |
VFFSX
Vanguard 500 Index Fund
|
$370.36 | -0.39% | — | $1.73T | +10.55% | Purchase |
VFIAX
Vanguard 500 Index Fund Admiral Shares
|
$698.48 | -0.39% | 0.04% | $686.00B | +10.55% | Purchase |
VFIFX
Vanguard Target Retirement 2050 Fund
|
$65.09 | -0.31% | 0.08% | $107.70B | +9.80% | Purchase |
VFINX
Vanguard 500 Index Fund
|
$698.55 | -0.39% | — | $1.73T | +10.54% | Purchase |
VFORX
Vanguard Target Retirement 2040 Fund
|
$53.93 | -0.30% | 0.08% | $118.00B | +7.97% | Purchase |
VFWAX
Vanguard FTSE All-World ex-US Index Fund Admiral Shares
|
$50.16 | -0.20% | 0.08% | $12.20B | +9.74% | Purchase |
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
|
$49.72 | -0.10% | 0.08% | $16.80B | +14.91% | Purchase |
VIEIX
Vanguard Extended Market Index Fund Institutional Shares
|
$174.40 | -0.38% | 0.04% | $15.90B | +9.96% | Purchase |
VIGAX
Vanguard Growth Index Fund Admiral Shares
|
$260.15 | -0.91% | 0.05% | $109.80B | +3.59% | Purchase |
VIGIX
Vanguard Morningstar Growth Index Fund;Institutional
|
$260.17 | -0.91% | 0.03% | $49.10B | +3.59% | Purchase |
VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares
|
$605.87 | -0.39% | 0.02% | $219.20B | +9.75% | Purchase |
VIMAX
Vanguard Mid-Cap Index Fund Admiral Shares
|
$405.32 | 0.00% | 0.05% | $69.20B | +12.79% | Purchase |
VINIX
Vanguard Institutional Index Fund Institutional Shares
|
$605.88 | -0.39% | 0.04% | $129.40B | +9.74% | Purchase |
VITAX
Vanguard Information Technology Index Fund Admiral Shares
|
$455.26 | -1.74% | 0.09% | $23.50B | +17.99% | Purchase |
VITSX
Vanguard Total Stock Market Index Fund Institutional Shares
|
$180.67 | -0.38% | 0.03% | $109.50B | +10.68% | Purchase |
VMCIX
Vanguard Mid-Cap Index Fund Institutional Shares
|
$89.54 | — | 0.03% | $24.20B | +12.80% | Purchase |
VMCPX
Vanguard Mid-Cap Index Fund Institutional Plus Shares
|
$441.59 | -0.01% | 0.02% | $19.40B | +12.79% | Purchase |
VPMAX
Vanguard PRIMECAP Fund Admiral Shares
|
$222.01 | -0.55% | 0.27% | $85.90B | +20.06% | Purchase |
VPMCX
Vanguard PRIMECAP Fund Investor Shares
|
$214.24 | -0.55% | 0.35% | $5.60B | +19.98% | Purchase |
VSCIX
Vanguard Small-Cap Index Fund Institutional Shares
|
$139.54 | -0.10% | 0.03% | $22.70B | +12.91% | Purchase |
VSMAX
Vanguard Small-Cap Index Fund Admiral Shares
|
$139.54 | -0.10% | 0.05% | $61.40B | +12.91% | Purchase |
VSMPX
Vanguard Morningstar Total Stock Market Index Fund Institutional Plus Shares
|
$338.92 | -0.38% | 0.02% | $963.20B | +10.69% | Purchase |
VTABX
Vanguard Total International Bond Index Fund Admiral Shares
|
$18.90 | -0.16% | 0.10% | $23.00B | -2.38% | Purchase |
VTBNX
Vanguard Total Bond Market II Idx I
|
$9.15 | -0.22% | — | $391.35B | -5.08% | Purchase |
VTHRX
Vanguard Target Retirement 2030 Fund
|
$44.90 | -0.27% | 0.08% | $110.60B | +6.07% | Purchase |
VTIAX
Vanguard Total International Stock Index Fund Admiral Shares
|
$44.29 | -0.20% | 0.09% | $101.60B | +9.28% | Purchase |
VTIFX
Vanguard Total International Bond Index Fund Institutional Shares
|
$28.36 | -0.18% | 0.03% | $15.90B | -2.38% | Purchase |
VTIVX
Vanguard Target Retirement 2045 Fund
|
$37.83 | -0.29% | 0.08% | $120.00B | +8.89% | Purchase |
VTMGX
Vanguard Developed Markets Index Fund Admiral Shares
|
$22.25 | -0.13% | 0.05% | $36.90B | +10.86% | Purchase |
VTMNX
Vanguard Developed Markets Index Fund Institutional Shares
|
$22.28 | -0.13% | 0.03% | $17.90B | +10.90% | Purchase |
VTPSX
Vanguard Total International Stock Index Fund Institutional Plus Shares
|
$177.15 | -0.21% | 0.05% | $41.50B | +9.26% | Purchase |
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
|
$180.64 | -0.38% | 0.04% | $480.60B | +10.69% | Purchase |
VTSNX
Vanguard Total International Stock Index Fund Institutional Shares
|
$177.11 | -0.21% | 0.06% | $53.20B | +9.27% | Purchase |
VTTHX
Vanguard Target Retirement 2035 Fund
|
$29.31 | -0.27% | 0.08% | $126.60B | +7.05% | Purchase |
VTWAX
Vanguard Total World Stock Index Fund Admiral Shares
|
$54.95 | -0.33% | 0.09% | $12.30B | +10.01% | Purchase |
VTWIX
Vanguard Total World Stock Index Fund Institutional Shares
|
$316.80 | -0.31% | 0.07% | $7.10B | +10.03% | Purchase |
VVIAX
Vanguard Value Index Fund Admiral Shares
|
$89.52 | +0.21% | 0.05% | $45.90B | +20.14% | Purchase |
VWELX
Vanguard Wellington Fund Investor Shares
|
$46.70 | -0.30% | 0.24% | $12.30B | +4.45% | Purchase |
VWENX
Vanguard Wellington Fund Admiral Shares
|
$80.64 | -0.30% | 0.16% | $108.00B | +4.47% | Purchase |
WGIFX
Capital World Growth and Income Fund F-2
|
$77.91 | -0.32% | 0.52% | $149.06B | +9.16% | Purchase |
WSHCX
Washington Mutual Investors Fund, Class C Shares
|
$68.02 | +0.07% | 1.31% | $217.31B | +6.58% | Purchase |
WSHFX
American Funds Washington Mutual F1
|
$69.16 | +0.07% | 0.62% | $217.31B | +6.73% | 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.