Large Blend

Large-blend portfolios are fairly representative of the overall U.S. stock market in size, growth rates, and price. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of U.S. industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index. Morningstar®

Strategic Advisers® US Opportunity II Fund (FUSPX)

Performance (1-yr.): 29.30% Expenses: 0.83%
Performance (1-mo.): 4.78% Total Assets: $949.37M
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Summit Global Investments U.S. Low Volatility Equity Fund (SILVX)

Performance (1-yr.): 17.54% Expenses: 0.98%
Performance (1-mo.): 3.58% Total Assets: $48.3M
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Tactical Offensive Equity Fund (TCOEX)

Performance (1-yr.): 21.42% Expenses: 1.24%
Performance (1-mo.): 4.27% Total Assets: $1.24B
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TDAM U.S. Large Cap Core Equity Fund (TDCEX)

Performance (1-yr.): Expenses: 0.80%
Performance (1-mo.): 4.64% Total Assets: $7.09M
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The Covered Bridge Fund (TCBAX)

Performance (1-yr.): Expenses: 1.90%
Performance (1-mo.): 3.29% Total Assets: $17.52M
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The Texas Fund (TEXCX)

Performance (1-yr.): Expenses: 2.62%
Performance (1-mo.): 4.04% Total Assets: $10.12M
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TOPS® Aggressive Growth ETF Portfolio (None)

Performance (1-yr.): 19.07% Expenses: 0.42%
Performance (1-mo.): 4.74% Total Assets: $1.9M
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Touchstone Focused Fund (TFOAX)

Performance (1-yr.): 31.59% Expenses: 1.22%
Performance (1-mo.): 3.62% Total Assets: $978.31M
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Touchstone Growth Allocation Fund (TGQAX)

Performance (1-yr.): 17.63% Expenses: 1.41%
Performance (1-mo.): 4.39% Total Assets: $69.0M
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Transparent Value Large-Cap Core Fund (TVBAX)

Performance (1-yr.): 27.51% Expenses: 1.50%
Performance (1-mo.): 5.97% Total Assets: $17.78M
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