Calvert Mid-Cap Fund Class I CCPIX
Trading inactive
CCPIX
Calvert Mid-Cap Fund Class I CCAFX
Calvert Mid-Cap Fund Class A NLIGX
Nuveen Large Cap Growth Fund Class I NLCGX
Nuveen Large Cap Growth Fund Class C FPL
First Trust New Opportunities MLP & Energy Fund SVUBX
PGIM QMA Mid-Cap Value Fund- Class B CBMAX
Allspring C&B Mid Cap Value Fund Class A CBMIX
Allspring C&B Mid Cap Value Fund Admin Cl MLVEX
BMO Low Volatility Equity Fund Class I BDSQX
BMO Aggressive Allocation Fund- Class R6
Calvert Mid-Cap Fund Class I CCAFX
Calvert Mid-Cap Fund Class A NLIGX
Nuveen Large Cap Growth Fund Class I NLCGX
Nuveen Large Cap Growth Fund Class C FPL
First Trust New Opportunities MLP & Energy Fund SVUBX
PGIM QMA Mid-Cap Value Fund- Class B CBMAX
Allspring C&B Mid Cap Value Fund Class A CBMIX
Allspring C&B Mid Cap Value Fund Admin Cl MLVEX
BMO Low Volatility Equity Fund Class I BDSQX
BMO Aggressive Allocation Fund- Class R6
Performance
| Periode | CCPIX | CCAFX | NLIGX | NLCGX | FPL | SVUBX | CBMAX | CBMIX | MLVEX | BDSQX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | -5.24 % | -8.74 % | 0.00 % | 0.00 % | 10.07 % | 0.00 % | -22.21 % | -21.68 % | 0.00 % | 0.00 % |
| YTD | -10.39 % | -13.77 % | 0.00 % | 0.00 % | 13.45 % | 0.00 % | -21.11 % | -20.70 % | 0.00 % | 0.00 % |
| 1Y | -16.05 % | -19.78 % | 0.00 % | 0.00 % | 32.20 % | 0.00 % | -19.29 % | -18.73 % | 0.00 % | 0.00 % |
| 3Y | 15.72 % | 10.39 % | -24.87 % | -26.88 % | 29.98 % | -30.90 % | -40.51 % | -39.88 % | -29.80 % | 0.00 % |
| 5Y | -6.13 % | -12.65 % | -30.07 % | -33.25 % | -13.10 % | -43.10 % | -21.82 % | -20.96 % | -20.68 % | 0.00 % |
| 10Y | 2.75 % | -9.26 % | 12.11 % | 4.72 % | -59.79 % | -31.96 % | 19.79 % | 21.19 % | 9.55 % | 0.00 % |
| Depuis le début | 56.72 % | 42.05 % | 12.11 % | 4.72 % | -61.20 % | -42.49 % | 62.47 % | 66.14 % | 14.70 % | 0.00 % |