| Name | Ticker | Action | Date | |
| SSgA S&P MidCap Index Non Lending Series Fund - Class J | | was added by bmurphy | 7/14/2013 | Remove |
| SSgA S&P MidCap Index Non Lending Series Fund - Class J | | was removed by bmurphy | 7/14/2013 | Remove |
| SSgA International Index Securities Lending Series Fund - Class VIII | | was added by bmurphy | 7/14/2013 | Remove |
| SSgA International Index Securities Lending Series Fund - Class VIII | | was removed by bmurphy | 7/14/2013 | Remove |
| SSgA S&P 500 Index Securities Lending Series Fund - Class IX | | was added by bmurphy | 7/14/2013 | Remove |
| SSgA S&P 500 Index Securities Lending Series Fund - Class IX | | was removed by bmurphy | 7/14/2013 | Remove |
| SSgA International Index Securities Lending Series Fund - Class VIII | | was added by bmurphy | 7/10/2013 | Remove |
| SSgA S&P MidCap Index Non Lending Series Fund - Class J | | was added by bmurphy | 7/10/2013 | Remove |
| SSgA S&P 500 Index Securities Lending Series Fund - Class IX | | was added by bmurphy | 7/10/2013 | Remove |
| Fidelity Advisor Real Estate Fund Class T | FHETX | was added by christian.rees | 7/10/2013 | Remove |
| JPMorgan Investor Balanced Fund Class A | OGIAX | was added by christian.rees | 7/10/2013 | Remove |
| Principal MidCap Fund R-3 Class | PMBMX | was added by christian.rees | 7/10/2013 | Remove |
| Victory Sycamore Small Company Opportunity Fund Class A | SSGSX | was added by christian.rees | 7/10/2013 | Remove |
| Oppenheimer Main Street Mid Cap Fund Class A | OPMSX | was added by christian.rees | 7/10/2013 | Remove |
| Janus Triton Fund Class S | JGMIX | was added by christian.rees | 7/10/2013 | Remove |
| AllianzGI NFJ International Value Fund Class A | AFJAX | was added by christian.rees | 7/10/2013 | Remove |
| JPMorgan U.S. Equity Fund Class A | JUEAX | was added by christian.rees | 7/10/2013 | Remove |
| Alger Capital Appreciation Institutional Fund Class I | ALARX | was added by christian.rees | 7/10/2013 | Remove |
| The Delafield Fund | DEFIX | was added by christian.rees | 7/10/2013 | Remove |
| Janus Enterprise Fund Class S | JGRTX | was added by christian.rees | 7/10/2013 | Remove |
| Invesco Comstock Fund Class A | ACSTX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2055 Portfolio A Class | AREMX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2050 Portfolio A Class | ARFMX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2045 Portfolio A Class | AROAX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2040 Portfolio A Class | ARDMX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2035 Portfolio A Class | ARYAX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2030 Portfolio A Class | ARCMX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2025 Portfolio A Class | ARWAX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice 2020 Portfolio A Class | ARBMX | was added by christian.rees | 7/10/2013 | Remove |
| US Cash / Money Market | USCASH | was added by christian.rees | 7/10/2013 | Remove |
| PIMCO Investment Grade Corporate Bond Fund Class A | PBDAX | was added by christian.rees | 7/10/2013 | Remove |
| Ivy High Income Fund Class A | WHIAX | was added by christian.rees | 7/10/2013 | Remove |
| Legg Mason BW Global Opportunities Bond Fund Class A | GOBAX | was added by christian.rees | 7/10/2013 | Remove |
| American Century Investments One Choice In Retirement Portfolio A Class | ARTAX | was added by christian.rees | 7/10/2013 | Remove |
| American Century One Choice 2015 Portfolio A Class | ARFAX | was added by christian.rees | 7/10/2013 | Remove |