Visualization
Number of Funds
These data come from SEC monthly support tables and are grouped by this section topic.
Number of Funds, by Fund Type and Prevalent Asset Class
This table includes fund of funds. ``Fund of fund'' is defined in the appendix.
13,251
latest value in September 2025
3.7%
year-over-year change (September 2024 to September 2025)
View source table (Tab.1.1)
| Fund Type | Prevalent Asset Class | 2019-03 | 2019-04 | 2019-05 | 2019-06 | 2019-07 | 2019-08 | 2019-09 | 2019-10 | 2019-11 | 2019-12 | 2020-01 | 2020-02 | 2020-03 | 2020-04 | 2020-05 | 2020-06 | 2020-07 | 2020-08 | 2020-09 | 2020-10 | 2020-11 | 2020-12 | 2021-01 | 2021-02 | 2021-03 | 2021-04 | 2021-05 | 2021-06 | 2021-07 | 2021-08 | 2021-09 | 2021-10 | 2021-11 | 2021-12 | 2022-01 | 2022-02 | 2022-03 | 2022-04 | 2022-05 | 2022-06 | 2022-07 | 2022-08 | 2022-09 | 2022-10 | 2022-11 | 2022-12 | 2023-01 | 2023-02 | 2023-03 | 2023-04 | 2023-05 | 2023-06 | 2023-07 | 2023-08 | 2023-09 | 2023-10 | 2023-11 | 2023-12 | 2024-01 | 2024-02 | 2024-03 | 2024-04 | 2024-05 | 2024-06 | 2024-07 | 2024-08 | 2024-09 | 2024-10 | 2024-11 | 2024-12 | 2025-01 | 2025-02 | 2025-03 | 2025-04 | 2025-05 | 2025-06 | 2025-07 | 2025-08 | 2025-09 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mutual Fund | US Equity | 2,816 | 2,801 | 2,803 | 2,801 | 2,803 | 2,801 | 2,795 | 2,791 | 2,783 | 2,780 | 2,789 | 2,784 | 3,161 | 3,143 | 3,135 | 3,113 | 3,104 | 3,092 | 3,057 | 3,051 | 3,040 | 3,018 | 3,014 | 3,000 | 3,011 | 2,998 | 2,995 | 3,001 | 3,003 | 2,995 | 2,997 | 3,004 | 2,999 | 3,014 | 3,027 | 3,017 | 3,015 | 3,013 | 3,013 | 3,014 | 3,021 | 3,018 | 3,017 | 3,005 | 3,003 | 3,004 | 3,015 | 3,011 | 3,011 | 3,002 | 2,989 | 2,987 | 2,988 | 2,984 | 2,994 | 2,957 | 2,938 | 2,934 | 2,938 | 2,931 | 2,935 | 2,936 | 2,931 | 2,929 | 2,923 | 2,913 | 2,912 | 2,889 | 2,905 | 2,894 | 2,895 | 2,889 | 2,883 | 2,870 | 2,868 | 2,864 | 2,855 | 2,842 | 2,829 | — |
| Mutual Fund | Multi-Asset | 2,254 | 2,254 | 2,254 | 2,240 | 2,228 | 2,224 | 2,203 | 2,184 | 2,182 | 2,181 | 2,187 | 2,187 | 2,433 | 2,442 | 2,434 | 2,419 | 2,410 | 2,393 | 2,368 | 2,362 | 2,366 | 2,343 | 2,326 | 2,324 | 2,324 | 2,315 | 2,308 | 2,306 | 2,302 | 2,295 | 2,284 | 2,278 | 2,279 | 2,279 | 2,258 | 2,268 | 2,275 | 2,296 | 2,295 | 2,286 | 2,282 | 2,262 | 2,263 | 2,260 | 2,257 | 2,238 | 2,217 | 2,212 | 2,207 | 2,195 | 2,212 | 2,177 | 2,186 | 2,167 | 2,154 | 2,136 | 2,109 | 2,097 | 2,097 | 2,058 | 2,048 | 2,045 | 2,037 | 2,018 | 2,026 | 2,024 | 2,032 | 2,014 | 2,023 | 2,021 | 2,015 | 1,996 | 1,989 | 1,979 | 1,972 | 1,968 | 1,957 | 1,961 | 1,945 | — |
| Mutual Fund | Taxable Bond | 1,778 | 1,765 | 1,757 | 1,756 | 1,758 | 1,747 | 1,757 | 1,759 | 1,751 | 1,751 | 1,749 | 1,740 | 1,897 | 1,873 | 1,867 | 1,859 | 1,847 | 1,844 | 1,848 | 1,851 | 1,839 | 1,832 | 1,836 | 1,836 | 1,833 | 1,827 | 1,827 | 1,824 | 1,816 | 1,822 | 1,820 | 1,819 | 1,819 | 1,823 | 1,811 | 1,800 | 1,800 | 1,798 | 1,802 | 1,799 | 1,798 | 1,805 | 1,813 | 1,819 | 1,827 | 1,838 | 1,846 | 1,840 | 1,836 | 1,830 | 1,835 | 1,830 | 1,813 | 1,809 | 1,806 | 1,792 | 1,787 | 1,776 | 1,838 | 1,826 | 1,824 | 1,816 | 1,814 | 1,780 | 1,769 | 1,767 | 1,730 | 1,712 | 1,721 | 1,722 | 1,720 | 1,713 | 1,709 | 1,706 | 1,702 | 1,707 | 1,698 | 1,694 | 1,694 | — |
| Mutual Fund | Global Equity | 1,381 | 1,381 | 1,379 | 1,383 | 1,380 | 1,379 | 1,380 | 1,376 | 1,369 | 1,373 | 1,370 | 1,366 | 1,492 | 1,476 | 1,465 | 1,463 | 1,463 | 1,459 | 1,450 | 1,442 | 1,430 | 1,433 | 1,436 | 1,432 | 1,429 | 1,412 | 1,415 | 1,419 | 1,416 | 1,417 | 1,418 | 1,419 | 1,421 | 1,430 | 1,434 | 1,439 | 1,439 | 1,438 | 1,435 | 1,423 | 1,419 | 1,410 | 1,414 | 1,408 | 1,407 | 1,407 | 1,406 | 1,404 | 1,401 | 1,403 | 1,404 | 1,406 | 1,404 | 1,403 | 1,405 | 1,401 | 1,400 | 1,396 | 1,392 | 1,388 | 1,382 | 1,362 | 1,358 | 1,355 | 1,350 | 1,343 | 1,334 | 1,322 | 1,319 | 1,316 | 1,306 | 1,296 | 1,295 | 1,282 | 1,275 | 1,275 | 1,270 | 1,267 | 1,268 | — |
| Mutual Fund | Municipal Bond | 538 | 542 | 542 | 544 | 545 | 543 | 543 | 545 | 545 | 546 | 546 | 546 | 570 | 570 | 565 | 567 | 569 | 569 | 569 | 571 | 566 | 566 | 562 | 562 | 560 | 561 | 560 | 562 | 561 | 561 | 557 | 556 | 552 | 551 | 552 | 552 | 553 | 555 | 555 | 557 | 557 | 556 | 554 | 556 | 554 | 554 | 549 | 553 | 553 | 555 | 553 | 552 | 551 | 548 | 544 | 543 | 543 | 543 | 542 | 543 | 541 | 542 | 541 | 540 | 537 | 535 | 535 | 534 | 534 | 534 | 534 | 532 | 533 | 528 | 524 | 523 | 521 | 519 | 520 | — |
| Mutual Fund | Subtotal | 8,767 | 8,743 | 8,735 | 8,724 | 8,714 | 8,694 | 8,678 | 8,655 | 8,630 | 8,631 | 8,641 | 8,623 | 9,553 | 9,504 | 9,466 | 9,421 | 9,393 | 9,357 | 9,292 | 9,277 | 9,241 | 9,192 | 9,174 | 9,154 | 9,157 | 9,113 | 9,105 | 9,112 | 9,098 | 9,090 | 9,076 | 9,076 | 9,070 | 9,097 | 9,082 | 9,076 | 9,082 | 9,100 | 9,100 | 9,079 | 9,077 | 9,051 | 9,061 | 9,048 | 9,048 | 9,041 | 9,033 | 9,020 | 9,008 | 8,985 | 8,993 | 8,952 | 8,942 | 8,911 | 8,903 | 8,829 | 8,777 | 8,746 | 8,807 | 8,746 | 8,730 | 8,701 | 8,681 | 8,622 | 8,605 | 8,582 | 8,543 | 8,471 | 8,502 | 8,487 | 8,470 | 8,426 | 8,409 | 8,365 | 8,341 | 8,337 | 8,301 | 8,283 | 8,256 | — |
| ETF | US Equity | 681 | 685 | 688 | 696 | 699 | 704 | 708 | 707 | 710 | 719 | 725 | 712 | 824 | 832 | 844 | 863 | 878 | 879 | 889 | 907 | 917 | 935 | 951 | 962 | 976 | 998 | 1,016 | 1,048 | 1,067 | 1,083 | 1,103 | 1,119 | 1,129 | 1,158 | 1,173 | 1,187 | 1,197 | 1,204 | 1,208 | 1,207 | 1,213 | 1,215 | 1,220 | 1,217 | 1,227 | 1,237 | 1,241 | 1,252 | 1,262 | 1,264 | 1,268 | 1,278 | 1,280 | 1,303 | 1,323 | 1,331 | 1,361 | 1,381 | 1,395 | 1,401 | 1,429 | 1,446 | 1,473 | 1,495 | 1,518 | 1,543 | 1,584 | 1,614 | 1,636 | 1,668 | 1,693 | 1,710 | 1,728 | 1,756 | 1,778 | 1,810 | 1,847 | 1,866 | 1,909 | — |
| ETF | Taxable Bond | 365 | 365 | 370 | 369 | 371 | 351 | 348 | 353 | 353 | 352 | 353 | 353 | 366 | 367 | 367 | 364 | 365 | 362 | 364 | 372 | 375 | 378 | 384 | 393 | 403 | 406 | 411 | 418 | 422 | 422 | 444 | 453 | 463 | 468 | 470 | 485 | 487 | 494 | 500 | 505 | 510 | 522 | 540 | 551 | 558 | 564 | 572 | 568 | 575 | 581 | 590 | 601 | 611 | 617 | 640 | 660 | 674 | 682 | 702 | 712 | 716 | 719 | 725 | 745 | 757 | 762 | 817 | 827 | 826 | 843 | 852 | 867 | 891 | 893 | 897 | 934 | 933 | 956 | 949 | — |
| ETF | Global Equity | 544 | 544 | 538 | 537 | 540 | 540 | 543 | 544 | 542 | 545 | 549 | 538 | 578 | 578 | 570 | 565 | 565 | 561 | 561 | 559 | 560 | 568 | 569 | 572 | 572 | 577 | 587 | 592 | 601 | 603 | 617 | 630 | 632 | 645 | 648 | 655 | 662 | 669 | 669 | 672 | 671 | 666 | 678 | 677 | 685 | 690 | 687 | 686 | 688 | 685 | 687 | 689 | 689 | 692 | 696 | 688 | 690 | 700 | 691 | 677 | 678 | 677 | 683 | 685 | 683 | 677 | 687 | 691 | 694 | 703 | 700 | 708 | 709 | 707 | 710 | 719 | 714 | 711 | 721 | — |
| ETF | Multi-Asset | 177 | 181 | 188 | 182 | 179 | 192 | 201 | 197 | 203 | 205 | 207 | 215 | 259 | 258 | 269 | 270 | 268 | 275 | 296 | 273 | 275 | 296 | 292 | 289 | 294 | 282 | 275 | 279 | 278 | 275 | 288 | 276 | 281 | 287 | 290 | 291 | 298 | 303 | 308 | 322 | 319 | 327 | 330 | 337 | 342 | 343 | 354 | 353 | 357 | 354 | 353 | 347 | 352 | 349 | 354 | 366 | 363 | 360 | 373 | 360 | 360 | 368 | 376 | 380 | 388 | 400 | 391 | 389 | 397 | 431 | 449 | 462 | 483 | 499 | 508 | 525 | 553 | 566 | 591 | — |
| ETF | Municipal Bond | 45 | 46 | 46 | 46 | 45 | 45 | 54 | 54 | 54 | 54 | 54 | 54 | 54 | 54 | 54 | 54 | 53 | 53 | 54 | 54 | 54 | 55 | 55 | 56 | 57 | 58 | 60 | 60 | 60 | 59 | 62 | 62 | 63 | 63 | 63 | 63 | 63 | 64 | 65 | 65 | 65 | 65 | 67 | 69 | 68 | 68 | 68 | 70 | 72 | 72 | 74 | 74 | 77 | 78 | 80 | 81 | 82 | 84 | 86 | 86 | 87 | 87 | 89 | 92 | 98 | 101 | 107 | 104 | 110 | 109 | 111 | 112 | 117 | 122 | 125 | 124 | 126 | 133 | 136 | — |
| ETF | Subtotal | 1,812 | 1,821 | 1,830 | 1,830 | 1,834 | 1,832 | 1,854 | 1,855 | 1,862 | 1,875 | 1,888 | 1,872 | 2,081 | 2,089 | 2,104 | 2,116 | 2,129 | 2,130 | 2,164 | 2,165 | 2,181 | 2,232 | 2,251 | 2,272 | 2,302 | 2,321 | 2,349 | 2,397 | 2,428 | 2,442 | 2,514 | 2,540 | 2,568 | 2,621 | 2,644 | 2,681 | 2,707 | 2,734 | 2,750 | 2,771 | 2,778 | 2,795 | 2,835 | 2,851 | 2,880 | 2,902 | 2,922 | 2,929 | 2,954 | 2,956 | 2,972 | 2,989 | 3,009 | 3,039 | 3,093 | 3,126 | 3,170 | 3,207 | 3,247 | 3,236 | 3,270 | 3,297 | 3,346 | 3,397 | 3,444 | 3,483 | 3,586 | 3,625 | 3,663 | 3,754 | 3,805 | 3,859 | 3,928 | 3,977 | 4,018 | 4,112 | 4,173 | 4,232 | 4,306 | — |
| Closed-End Fund | Taxable Bond | 162 | 162 | 162 | 163 | 166 | 166 | 168 | 167 | 168 | 169 | 168 | 167 | 194 | 192 | 193 | 193 | 194 | 195 | 196 | 195 | 193 | 194 | 197 | 198 | 196 | 195 | 197 | 197 | 194 | 194 | 195 | 190 | 192 | 188 | 190 | 193 | 194 | 196 | 195 | 197 | 197 | 197 | 196 | 197 | 197 | 196 | 199 | 199 | 201 | 202 | 204 | 209 | 206 | 202 | 201 | 201 | 199 | 197 | 198 | 200 | 199 | 200 | 202 | 205 | 206 | 206 | 203 | 207 | 207 | 207 | 210 | 213 | 212 | 216 | 219 | 222 | 224 | 224 | 226 | — |
| Closed-End Fund | Multi-Asset | 118 | 119 | 120 | 121 | 121 | 122 | 121 | 121 | 120 | 121 | 122 | 126 | 183 | 180 | 179 | 178 | 179 | 178 | 177 | 179 | 179 | 172 | 171 | 170 | 173 | 177 | 175 | 178 | 180 | 179 | 176 | 174 | 174 | 176 | 175 | 175 | 178 | 178 | 179 | 184 | 184 | 187 | 188 | 189 | 191 | 191 | 191 | 191 | 189 | 187 | 184 | 184 | 182 | 183 | 192 | 189 | 189 | 193 | 189 | 189 | 195 | 195 | 178 | 202 | 200 | 202 | 200 | 196 | 196 | 198 | 199 | 200 | 203 | 200 | 201 | 201 | 204 | 211 | 209 | — |
| Closed-End Fund | Municipal Bond | 152 | 151 | 151 | 150 | 150 | 150 | 151 | 150 | 148 | 148 | 148 | 147 | 149 | 149 | 148 | 148 | 149 | 148 | 148 | 146 | 146 | 140 | 140 | 130 | 127 | 125 | 124 | 124 | 125 | 125 | 125 | 125 | 125 | 123 | 122 | 118 | 117 | 117 | 117 | 117 | 119 | 119 | 119 | 120 | 119 | 119 | 119 | 119 | 118 | 117 | 117 | 117 | 116 | 118 | 118 | 115 | 115 | 115 | 115 | 115 | 116 | 116 | 117 | 117 | 117 | 117 | 117 | 118 | 117 | 118 | 117 | 117 | 118 | 118 | 117 | 117 | 117 | 111 | 111 | — |
| Closed-End Fund | US Equity | 81 | 83 | 82 | 82 | 80 | 80 | 80 | 80 | 80 | 80 | 81 | 80 | 96 | 96 | 94 | 92 | 92 | 93 | 91 | 92 | 92 | 91 | 91 | 91 | 93 | 92 | 93 | 91 | 92 | 91 | 93 | 94 | 90 | 92 | 94 | 93 | 93 | 94 | 94 | 95 | 93 | 93 | 93 | 89 | 90 | 91 | 89 | 89 | 92 | 89 | 92 | 92 | 92 | 91 | 89 | 89 | 89 | 88 | 90 | 89 | 91 | 91 | 87 | 89 | 91 | 91 | 88 | 89 | 89 | 87 | 91 | 91 | 92 | 93 | 94 | 92 | 94 | 94 | 96 | — |
| Closed-End Fund | Global Equity | 55 | 53 | 53 | 53 | 52 | 52 | 52 | 52 | 52 | 50 | 50 | 49 | 57 | 58 | 58 | 58 | 58 | 58 | 59 | 58 | 61 | 61 | 61 | 61 | 60 | 58 | 58 | 57 | 56 | 57 | 57 | 57 | 56 | 56 | 55 | 56 | 56 | 56 | 55 | 54 | 54 | 54 | 55 | 54 | 54 | 54 | 54 | 54 | 52 | 52 | 52 | 52 | 52 | 52 | 52 | 52 | 52 | 52 | 52 | 54 | 54 | 53 | 53 | 49 | 48 | 48 | 47 | 48 | 47 | 48 | 47 | 46 | 45 | 48 | 48 | 49 | 47 | 47 | 47 | — |
| Closed-End Fund | Subtotal | 568 | 568 | 568 | 569 | 569 | 570 | 572 | 570 | 568 | 568 | 569 | 569 | 679 | 675 | 672 | 669 | 672 | 672 | 671 | 670 | 671 | 658 | 660 | 650 | 649 | 647 | 647 | 647 | 647 | 646 | 646 | 640 | 637 | 635 | 636 | 635 | 638 | 641 | 640 | 647 | 647 | 650 | 651 | 649 | 651 | 651 | 652 | 652 | 652 | 647 | 649 | 654 | 648 | 646 | 652 | 646 | 644 | 645 | 644 | 647 | 655 | 655 | 637 | 662 | 662 | 664 | 655 | 658 | 656 | 658 | 664 | 667 | 670 | 675 | 679 | 681 | 686 | 687 | 689 | — |
| Total | Total | 11,147 | 11,132 | 11,133 | 11,123 | 11,117 | 11,096 | 11,104 | 11,080 | 11,060 | 11,074 | 11,098 | 11,064 | 12,313 | 12,268 | 12,242 | 12,206 | 12,194 | 12,159 | 12,127 | 12,112 | 12,093 | 12,082 | 12,085 | 12,076 | 12,108 | 12,081 | 12,101 | 12,156 | 12,173 | 12,178 | 12,236 | 12,256 | 12,275 | 12,353 | 12,362 | 12,392 | 12,427 | 12,475 | 12,490 | 12,497 | 12,502 | 12,496 | 12,547 | 12,548 | 12,579 | 12,594 | 12,607 | 12,601 | 12,614 | 12,588 | 12,614 | 12,595 | 12,599 | 12,596 | 12,648 | 12,601 | 12,591 | 12,598 | 12,698 | 12,629 | 12,655 | 12,653 | 12,664 | 12,681 | 12,711 | 12,729 | 12,784 | 12,754 | 12,821 | 12,899 | 12,939 | 12,952 | 13,007 | 13,017 | 13,038 | 13,130 | 13,160 | 13,202 | 13,251 | — |
Number of Index and Non-Index Funds, by Prevalent Asset Class
This table includes fund of funds. ``Fund of fund'' is defined in the appendix. Index fund indication drawn from Form N-CEN, Item C.3.
View source table (Tab.1.2)
| Fund Type | Prevalent Asset Class | 2019-03 | 2019-04 | 2019-05 | 2019-06 | 2019-07 | 2019-08 | 2019-09 | 2019-10 | 2019-11 | 2019-12 | 2020-01 | 2020-02 | 2020-03 | 2020-04 | 2020-05 | 2020-06 | 2020-07 | 2020-08 | 2020-09 | 2020-10 | 2020-11 | 2020-12 | 2021-01 | 2021-02 | 2021-03 | 2021-04 | 2021-05 | 2021-06 | 2021-07 | 2021-08 | 2021-09 | 2021-10 | 2021-11 | 2021-12 | 2022-01 | 2022-02 | 2022-03 | 2022-04 | 2022-05 | 2022-06 | 2022-07 | 2022-08 | 2022-09 | 2022-10 | 2022-11 | 2022-12 | 2023-01 | 2023-02 | 2023-03 | 2023-04 | 2023-05 | 2023-06 | 2023-07 | 2023-08 | 2023-09 | 2023-10 | 2023-11 | 2023-12 | 2024-01 | 2024-02 | 2024-03 | 2024-04 | 2024-05 | 2024-06 | 2024-07 | 2024-08 | 2024-09 | 2024-10 | 2024-11 | 2024-12 | 2025-01 | 2025-02 | 2025-03 | 2025-04 | 2025-05 | 2025-06 | 2025-07 | 2025-08 | 2025-09 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Non-Index | US Equity | 2,629 | 2,619 | 2,619 | 2,613 | 2,609 | 2,608 | 2,604 | 2,598 | 2,594 | 2,596 | 2,605 | 2,607 | 3,055 | 3,039 | 3,043 | 3,029 | 3,031 | 3,027 | 2,994 | 3,001 | 2,997 | 2,995 | 3,003 | 2,998 | 3,020 | 3,022 | 3,029 | 3,049 | 3,064 | 3,063 | 3,078 | 3,095 | 3,092 | 3,128 | 3,152 | 3,149 | 3,159 | 3,168 | 3,174 | 3,187 | 3,199 | 3,205 | 3,211 | 3,200 | 3,204 | 3,214 | 3,223 | 3,227 | 3,240 | 3,232 | 3,226 | 3,231 | 3,231 | 3,242 | 3,259 | 3,231 | 3,247 | 3,259 | 3,271 | 3,268 | 3,290 | 3,304 | 3,324 | 3,339 | 3,356 | 3,370 | 3,393 | 3,422 | 3,438 | 3,452 | 3,479 | 3,496 | 3,512 | 3,533 | 3,554 | 3,584 | 3,612 | 3,626 | 3,657 | — |
| Non-Index | Multi-Asset | 2,315 | 2,314 | 2,318 | 2,306 | 2,294 | 2,292 | 2,271 | 2,250 | 2,244 | 2,246 | 2,258 | 2,257 | 2,598 | 2,605 | 2,596 | 2,579 | 2,569 | 2,554 | 2,544 | 2,539 | 2,546 | 2,533 | 2,512 | 2,511 | 2,523 | 2,506 | 2,499 | 2,504 | 2,506 | 2,501 | 2,505 | 2,490 | 2,500 | 2,512 | 2,491 | 2,498 | 2,512 | 2,536 | 2,545 | 2,539 | 2,537 | 2,519 | 2,526 | 2,531 | 2,534 | 2,520 | 2,503 | 2,500 | 2,493 | 2,483 | 2,498 | 2,460 | 2,472 | 2,456 | 2,465 | 2,452 | 2,426 | 2,418 | 2,422 | 2,383 | 2,381 | 2,383 | 2,356 | 2,367 | 2,380 | 2,388 | 2,390 | 2,377 | 2,381 | 2,417 | 2,430 | 2,427 | 2,446 | 2,444 | 2,454 | 2,462 | 2,473 | 2,495 | 2,504 | — |
| Non-Index | Taxable Bond | 1,884 | 1,875 | 1,867 | 1,867 | 1,873 | 1,862 | 1,875 | 1,877 | 1,874 | 1,875 | 1,873 | 1,864 | 2,057 | 2,030 | 2,026 | 2,019 | 2,007 | 2,006 | 2,011 | 2,019 | 2,005 | 2,002 | 2,012 | 2,016 | 2,018 | 2,015 | 2,019 | 2,023 | 2,013 | 2,016 | 2,028 | 2,031 | 2,039 | 2,041 | 2,035 | 2,034 | 2,034 | 2,038 | 2,040 | 2,043 | 2,048 | 2,056 | 2,066 | 2,080 | 2,095 | 2,110 | 2,123 | 2,117 | 2,117 | 2,118 | 2,131 | 2,140 | 2,129 | 2,127 | 2,135 | 2,139 | 2,146 | 2,147 | 2,222 | 2,221 | 2,223 | 2,220 | 2,231 | 2,214 | 2,212 | 2,217 | 2,225 | 2,230 | 2,226 | 2,246 | 2,255 | 2,265 | 2,277 | 2,278 | 2,279 | 2,321 | 2,314 | 2,336 | 2,329 | — |
| Non-Index | Global Equity | 1,374 | 1,372 | 1,366 | 1,369 | 1,365 | 1,364 | 1,365 | 1,363 | 1,357 | 1,360 | 1,357 | 1,354 | 1,500 | 1,489 | 1,478 | 1,473 | 1,471 | 1,469 | 1,462 | 1,453 | 1,448 | 1,457 | 1,460 | 1,457 | 1,457 | 1,439 | 1,445 | 1,453 | 1,450 | 1,453 | 1,463 | 1,466 | 1,470 | 1,488 | 1,490 | 1,499 | 1,505 | 1,503 | 1,498 | 1,486 | 1,479 | 1,472 | 1,488 | 1,482 | 1,484 | 1,490 | 1,489 | 1,487 | 1,484 | 1,487 | 1,491 | 1,495 | 1,494 | 1,493 | 1,499 | 1,494 | 1,498 | 1,503 | 1,497 | 1,493 | 1,488 | 1,468 | 1,467 | 1,464 | 1,458 | 1,447 | 1,443 | 1,446 | 1,447 | 1,453 | 1,442 | 1,438 | 1,438 | 1,433 | 1,431 | 1,445 | 1,437 | 1,433 | 1,441 | — |
| Non-Index | Municipal Bond | 707 | 708 | 708 | 709 | 708 | 706 | 707 | 708 | 706 | 707 | 707 | 706 | 732 | 732 | 726 | 728 | 731 | 730 | 730 | 730 | 725 | 720 | 716 | 707 | 703 | 703 | 703 | 705 | 705 | 705 | 703 | 702 | 699 | 697 | 697 | 693 | 693 | 696 | 697 | 699 | 701 | 700 | 700 | 704 | 701 | 702 | 697 | 702 | 701 | 702 | 701 | 700 | 701 | 701 | 698 | 695 | 697 | 699 | 698 | 699 | 699 | 700 | 701 | 703 | 706 | 707 | 712 | 709 | 714 | 716 | 715 | 714 | 720 | 719 | 716 | 714 | 714 | 713 | 717 | — |
| Non-Index | Subtotal | 8,909 | 8,888 | 8,878 | 8,864 | 8,849 | 8,832 | 8,822 | 8,796 | 8,775 | 8,784 | 8,800 | 8,788 | 9,942 | 9,895 | 9,869 | 9,828 | 9,809 | 9,786 | 9,741 | 9,742 | 9,721 | 9,707 | 9,703 | 9,689 | 9,721 | 9,685 | 9,695 | 9,734 | 9,738 | 9,738 | 9,777 | 9,784 | 9,800 | 9,866 | 9,865 | 9,873 | 9,903 | 9,941 | 9,954 | 9,954 | 9,964 | 9,952 | 9,991 | 9,997 | 10,018 | 10,036 | 10,035 | 10,033 | 10,035 | 10,022 | 10,047 | 10,026 | 10,027 | 10,019 | 10,056 | 10,011 | 10,014 | 10,026 | 10,110 | 10,064 | 10,081 | 10,075 | 10,079 | 10,087 | 10,112 | 10,129 | 10,163 | 10,184 | 10,206 | 10,284 | 10,321 | 10,340 | 10,393 | 10,407 | 10,434 | 10,526 | 10,550 | 10,603 | 10,648 | — |
| Index | US Equity | 949 | 950 | 954 | 966 | 973 | 977 | 979 | 980 | 979 | 983 | 990 | 969 | 1,026 | 1,032 | 1,030 | 1,039 | 1,043 | 1,037 | 1,043 | 1,049 | 1,052 | 1,049 | 1,053 | 1,055 | 1,060 | 1,066 | 1,075 | 1,091 | 1,098 | 1,106 | 1,115 | 1,122 | 1,126 | 1,136 | 1,142 | 1,148 | 1,146 | 1,143 | 1,141 | 1,129 | 1,128 | 1,121 | 1,119 | 1,111 | 1,116 | 1,118 | 1,122 | 1,125 | 1,125 | 1,123 | 1,123 | 1,126 | 1,129 | 1,136 | 1,147 | 1,146 | 1,141 | 1,144 | 1,152 | 1,153 | 1,165 | 1,169 | 1,167 | 1,174 | 1,176 | 1,177 | 1,191 | 1,170 | 1,192 | 1,197 | 1,200 | 1,194 | 1,191 | 1,186 | 1,186 | 1,182 | 1,184 | 1,176 | 1,177 | — |
| Index | Global Equity | 606 | 606 | 604 | 604 | 607 | 607 | 610 | 609 | 606 | 608 | 612 | 599 | 627 | 623 | 615 | 613 | 615 | 609 | 608 | 606 | 603 | 605 | 606 | 608 | 604 | 608 | 615 | 615 | 623 | 624 | 629 | 640 | 639 | 643 | 647 | 651 | 652 | 660 | 661 | 663 | 665 | 658 | 659 | 657 | 662 | 661 | 658 | 657 | 657 | 653 | 652 | 652 | 651 | 654 | 654 | 647 | 644 | 645 | 638 | 626 | 626 | 624 | 627 | 625 | 623 | 621 | 625 | 615 | 613 | 614 | 611 | 612 | 611 | 604 | 602 | 598 | 594 | 592 | 595 | — |
| Index | Taxable Bond | 421 | 417 | 422 | 421 | 422 | 402 | 398 | 402 | 398 | 397 | 397 | 396 | 400 | 402 | 401 | 397 | 399 | 395 | 397 | 399 | 402 | 402 | 405 | 411 | 414 | 413 | 416 | 416 | 419 | 422 | 431 | 431 | 435 | 438 | 436 | 444 | 447 | 450 | 457 | 458 | 457 | 468 | 483 | 487 | 487 | 488 | 494 | 490 | 495 | 495 | 498 | 500 | 501 | 501 | 512 | 514 | 514 | 508 | 516 | 517 | 516 | 515 | 510 | 516 | 520 | 518 | 525 | 516 | 528 | 526 | 527 | 528 | 535 | 537 | 539 | 542 | 541 | 538 | 540 | — |
| Index | Multi-Asset | 234 | 240 | 244 | 237 | 234 | 246 | 254 | 252 | 261 | 261 | 258 | 271 | 277 | 275 | 286 | 288 | 288 | 292 | 297 | 275 | 274 | 278 | 277 | 272 | 268 | 268 | 259 | 259 | 254 | 248 | 243 | 238 | 234 | 230 | 232 | 236 | 239 | 241 | 237 | 253 | 248 | 257 | 255 | 255 | 256 | 252 | 259 | 256 | 260 | 253 | 251 | 248 | 248 | 243 | 235 | 239 | 235 | 232 | 237 | 224 | 222 | 225 | 235 | 233 | 234 | 238 | 233 | 222 | 235 | 233 | 233 | 231 | 229 | 234 | 227 | 232 | 241 | 243 | 241 | — |
| Index | Municipal Bond | 28 | 31 | 31 | 31 | 32 | 32 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 40 | 40 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 41 | 40 | 41 | 41 | 41 | 40 | 40 | 40 | 40 | 40 | 40 | 40 | 40 | 40 | 40 | 41 | 40 | 39 | 39 | 40 | 42 | 42 | 43 | 43 | 43 | 43 | 44 | 44 | 43 | 43 | 45 | 45 | 45 | 45 | 46 | 46 | 46 | 46 | 47 | 47 | 47 | 45 | 47 | 47 | 48 | 49 | 50 | 50 | 50 | 50 | 50 | — |
| Index | Subtotal | 2,238 | 2,244 | 2,255 | 2,259 | 2,268 | 2,264 | 2,282 | 2,284 | 2,285 | 2,290 | 2,298 | 2,276 | 2,371 | 2,373 | 2,373 | 2,378 | 2,385 | 2,373 | 2,386 | 2,370 | 2,372 | 2,375 | 2,382 | 2,387 | 2,387 | 2,396 | 2,406 | 2,422 | 2,435 | 2,440 | 2,459 | 2,472 | 2,475 | 2,487 | 2,497 | 2,519 | 2,524 | 2,534 | 2,536 | 2,543 | 2,538 | 2,544 | 2,556 | 2,551 | 2,561 | 2,558 | 2,572 | 2,568 | 2,579 | 2,566 | 2,567 | 2,569 | 2,572 | 2,577 | 2,592 | 2,590 | 2,577 | 2,572 | 2,588 | 2,565 | 2,574 | 2,578 | 2,585 | 2,594 | 2,599 | 2,600 | 2,621 | 2,570 | 2,615 | 2,615 | 2,618 | 2,612 | 2,614 | 2,610 | 2,604 | 2,604 | 2,610 | 2,599 | 2,603 | — |
| Total | Total | 11,147 | 11,132 | 11,133 | 11,123 | 11,117 | 11,096 | 11,104 | 11,080 | 11,060 | 11,074 | 11,098 | 11,064 | 12,313 | 12,268 | 12,242 | 12,206 | 12,194 | 12,159 | 12,127 | 12,112 | 12,093 | 12,082 | 12,085 | 12,076 | 12,108 | 12,081 | 12,101 | 12,156 | 12,173 | 12,178 | 12,236 | 12,256 | 12,275 | 12,353 | 12,362 | 12,392 | 12,427 | 12,475 | 12,490 | 12,497 | 12,502 | 12,496 | 12,547 | 12,548 | 12,579 | 12,594 | 12,607 | 12,601 | 12,614 | 12,588 | 12,614 | 12,595 | 12,599 | 12,596 | 12,648 | 12,601 | 12,591 | 12,598 | 12,698 | 12,629 | 12,655 | 12,653 | 12,664 | 12,681 | 12,711 | 12,729 | 12,784 | 12,754 | 12,821 | 12,899 | 12,939 | 12,952 | 13,007 | 13,017 | 13,038 | 13,130 | 13,160 | 13,202 | 13,251 | — |