Baron WealthBuilder Fund Retail Shares BWBFX
BWBFX
Baron WealthBuilder Fund Retail Shares WSCGX
Wells Fargo Small Company Growth Fund - Class Inst VGM
Invesco Trust for Investment Grade Municipals BTBFX
Boston Trust Asset Management Fund NVSCX
Allspring Small Company Growth Admin PRNIX
Virtus NFJ Mid Cap Value Fund Institutional Class PQNAX
Virtus NFJ Mid Cap Value Fund Class A TCVAX
Touchstone Mid Cap Value Fund Class A IDIVX
Integrity Dividend Harvest Fund Class A VKQ
Invesco Municipal Trust
Baron WealthBuilder Fund Retail Shares WSCGX
Wells Fargo Small Company Growth Fund - Class Inst VGM
Invesco Trust for Investment Grade Municipals BTBFX
Boston Trust Asset Management Fund NVSCX
Allspring Small Company Growth Admin PRNIX
Virtus NFJ Mid Cap Value Fund Institutional Class PQNAX
Virtus NFJ Mid Cap Value Fund Class A TCVAX
Touchstone Mid Cap Value Fund Class A IDIVX
Integrity Dividend Harvest Fund Class A VKQ
Invesco Municipal Trust
Performance
| Periode | BWBFX | WSCGX | VGM | BTBFX | NVSCX | PRNIX | PQNAX | TCVAX | IDIVX | VKQ |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 8.99 % | 12.55 % | 9.07 % | -4.39 % | 6.92 % | 1.12 % | 0.44 % | 6.07 % | 11.09 % | 4.92 % |
| YTD | 9.62 % | 8.92 % | 1.67 % | -3.29 % | 4.53 % | 1.26 % | 0.44 % | 7.35 % | 14.29 % | -2.64 % |
| 1Y | 3.80 % | 3.79 % | 0.88 % | -6.11 % | -11.81 % | -4.38 % | -5.23 % | 2.92 % | 5.84 % | -4.10 % |
| 3Y | 58.42 % | 17.89 % | 5.40 % | 7.62 % | -1.71 % | -11.19 % | -14.86 % | 17.24 % | 28.53 % | 0.73 % |
| 5Y | 19.44 % | 6.24 % | -20.52 % | 6.98 % | -50.31 % | -12.67 % | -17.03 % | 19.88 % | 53.24 % | -23.99 % |
| 10Y | 126.70 % | 108.45 % | -21.01 % | 47.74 % | -19.96 % | 13.46 % | 6.15 % | 54.55 % | 67.38 % | -23.93 % |
| Depuis le début | 126.70 % | 379.27 % | -29.90 % | 211.23 % | 49.77 % | 72.27 % | 202.86 % | 139.40 % | 110.40 % | -35.48 % |