Franklin Corefolio Allocation Fund Advisor Class FCAZX
FCAZX
Franklin Corefolio Allocation Fund Advisor Class FTCLX
Franklin Corefolio Allocation Fund Class C FLMFX
Meeder Muirfield Retail SEBLX
Touchstone Balanced Fund Class A SBACX
Touchstone Balanced Fund Class C BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SIBLX
Touchstone Balanced Fund Class Y DBMAX
BNY Mellon Small/Mid Cap Growth Fund Class A PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A
Franklin Corefolio Allocation Fund Advisor Class FTCLX
Franklin Corefolio Allocation Fund Class C FLMFX
Meeder Muirfield Retail SEBLX
Touchstone Balanced Fund Class A SBACX
Touchstone Balanced Fund Class C BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SIBLX
Touchstone Balanced Fund Class Y DBMAX
BNY Mellon Small/Mid Cap Growth Fund Class A PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A
Performance
| Periode | FCAZX | FTCLX | FLMFX | SEBLX | SBACX | BAFAX | SWYNX | SIBLX | DBMAX | PGROX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 1.38 % | 0.55 % | 6.85 % | 4.20 % | 4.16 % | 5.38 % | 11.60 % | 4.13 % | -28.59 % | 7.09 % |
| YTD | 7.05 % | 5.74 % | 9.19 % | 7.74 % | 7.55 % | 9.38 % | 19.87 % | 7.71 % | -26.91 % | 13.00 % |
| 1Y | 1.01 % | 0.64 % | 4.39 % | 4.56 % | 4.56 % | 1.34 % | 13.60 % | 4.50 % | -30.16 % | -2.10 % |
| 3Y | 33.89 % | 31.49 % | 18.95 % | 35.30 % | 35.30 % | 58.37 % | 52.82 % | 35.17 % | -9.72 % | 18.71 % |
| 5Y | 13.08 % | 10.08 % | 25.22 % | 30.71 % | 30.26 % | 54.69 % | 52.00 % | 30.54 % | -39.31 % | 14.29 % |
| 10Y | 45.64 % | 41.17 % | 50.76 % | 54.26 % | 53.87 % | 190.94 % | 128.00 % | 53.43 % | 90.15 % | 44.51 % |
| Depuis le début | 66.82 % | 135.43 % | 99.60 % | 303.90 % | 43.99 % | 341.74 % | 128.00 % | 61.42 % | 434.67 % | 493.28 % |