| Ticker | Name | Type | YTD Return | % of Fund |
|---|---|---|---|---|
| REM | iShares:FTSE NAREIT M+CI | ETF | 17.04% | 4.52% |
| MORT | Mrkt Vctrs:Mtg REIT Inc | ETF | 18.05% | 4.46% |
| LRIIX | Lazard:US Rlty Inc;Inst | Fund | 12.62% | 3.64% |
| LRIOX | Lazard:US Rlty Inc;Open | Fund | 12.57% | 3.64% |
| ALTSX | Altrius Sm Cap Val;I | Fund | 8.40% | 2.54% |
| PLLAX | Principal:SC Blend;A | Fund | 11.95% | 1.23% |
| PSBJX | Principal:SC Blend;J | Fund | 11.98% | 1.23% |
| PLLBX | Principal:SC Blend;B | Fund | 11.68% | 1.23% |
| PSLIX | Principal:SC Blend;Inst | Fund | 12.13% | 1.23% |
| PSBNX | Principal:SC Blend;R-2 | Fund | 11.88% | 1.23% |
| PSBMX | Principal:SC Blend;R-3 | Fund | 11.92% | 1.23% |
| PSBPX | Principal:SC Blend;R-5 | Fund | 12.10% | 1.23% |
| PSBSX | Principal:SC Blend;R-4 | Fund | 12.05% | 1.23% |
| PSABX | Principal:SC Blend;R-1 | Fund | 11.94% | 1.23% |
| PSMCX | Principal:SC Blend;C | Fund | 11.76% | 1.23% |
| FDISX | Dreyfus Discovery;F | Fund | 12.21% | 1.21% |
| FDIDX | Dreyfus Discovery;A | Fund | 12.07% | 1.21% |
| FDIEX | Dreyfus Discovery;B | Fund | 11.66% | 1.21% |
| FDICX | Dreyfus Discovery;C | Fund | 11.79% | 1.21% |
| FDIRX | Dreyfus Discovery;I | Fund | 11.94% | 1.21% |
| JKL | iShares:Mornstr Sm Val | ETF | 11.24% | 0.92% |
| OPPEX | Oppenheimer Cap Inc;A | Fund | 3.53% | 0.86% |
| OCINX | Oppenheimer Cap Inc;N | Fund | 3.38% | 0.79% |
| OPEBX | Oppenheimer Cap Inc;B | Fund | 3.26% | 0.79% |
| OPECX | Oppenheimer Cap Inc;C | Fund | 3.22% | 0.79% |
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