AMG GW&K Small Cap Core Fund Class N GWETX
GWETX
AMG GW&K Small Cap Core Fund Class N GWEIX
AMG GW&K Small Cap Core Fund Class I GWGVX
AMG GW&K Small/Mid Cap Fund - Class N MDLVX
BlackRock Advantage Large Cap Value Fund - Class A PDEZX
PGIM Jennison Emerging Markets Equity Opportunities Fund Class Z VMO
Invesco Municipal Opportunity Trust AFVLX
Applied Finance Select Fund Investor Class MIMSX
BNY Mellon Mid Cap Multi-Strategy Fund Class Investor SWYDX
Schwab Target 2025 Index Fund Institutional Shares PNRAX
Putnam Research Fund Class A
AMG GW&K Small Cap Core Fund Class N GWEIX
AMG GW&K Small Cap Core Fund Class I GWGVX
AMG GW&K Small/Mid Cap Fund - Class N MDLVX
BlackRock Advantage Large Cap Value Fund - Class A PDEZX
PGIM Jennison Emerging Markets Equity Opportunities Fund Class Z VMO
Invesco Municipal Opportunity Trust AFVLX
Applied Finance Select Fund Investor Class MIMSX
BNY Mellon Mid Cap Multi-Strategy Fund Class Investor SWYDX
Schwab Target 2025 Index Fund Institutional Shares PNRAX
Putnam Research Fund Class A
Performance
| Periode | GWETX | GWEIX | GWGVX | MDLVX | PDEZX | VMO | AFVLX | MIMSX | SWYDX | PNRAX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 12.96 % | 13.12 % | 11.55 % | 7.03 % | 8.92 % | 6.34 % | 11.10 % | 5.74 % | 7.76 % | 16.07 % |
| YTD | 9.53 % | 9.86 % | 6.02 % | 10.54 % | 13.30 % | -1.48 % | 13.80 % | 8.51 % | 12.20 % | 18.06 % |
| 1Y | -1.04 % | -0.79 % | -1.68 % | -0.71 % | 9.34 % | -4.69 % | 4.51 % | -19.44 % | 5.57 % | 14.13 % |
| 3Y | 24.96 % | 25.64 % | 30.56 % | 21.94 % | 51.09 % | 0.68 % | 34.96 % | -15.32 % | 26.27 % | 74.52 % |
| 5Y | 18.89 % | 20.55 % | 40.64 % | 13.38 % | 0.15 % | -25.12 % | 52.86 % | -30.31 % | 18.12 % | 59.07 % |
| 10Y | 53.06 % | 56.51 % | 92.17 % | 44.28 % | 134.15 % | -24.71 % | 143.20 % | 3.40 % | 61.16 % | 147.93 % |
| Depuis le début | 254.76 % | 240.94 % | 92.17 % | 222.90 % | 100.20 % | -34.61 % | 143.20 % | 31.80 % | 61.16 % | 631.53 % |