AMG Montrusco Bolton Large Cap Growth Fund Class N MCGFX
MCGFX
AMG Montrusco Bolton Large Cap Growth Fund Class N VLIIX
Value Line Capital Appreciation Fund, Inc. Institutional Class VALIX
Value Line Capital Appreciation Fund, Inc. Investor Class BDAFX
Baron Durable Advantage Fund Retail Shares WSCGX
Wells Fargo Small Company Growth Fund - Class Inst NVSCX
Allspring Small Company Growth Admin VKQ
Invesco Municipal Trust SSQSX
State Street Institutional Small-Cap Equity Fund Service Class SIVIX
State Street Institutional Small-Cap Equity Fund Investment Class TUHYX
T. Rowe Price U.S. High Yield Fund Investor Class
AMG Montrusco Bolton Large Cap Growth Fund Class N VLIIX
Value Line Capital Appreciation Fund, Inc. Institutional Class VALIX
Value Line Capital Appreciation Fund, Inc. Investor Class BDAFX
Baron Durable Advantage Fund Retail Shares WSCGX
Wells Fargo Small Company Growth Fund - Class Inst NVSCX
Allspring Small Company Growth Admin VKQ
Invesco Municipal Trust SSQSX
State Street Institutional Small-Cap Equity Fund Service Class SIVIX
State Street Institutional Small-Cap Equity Fund Investment Class TUHYX
T. Rowe Price U.S. High Yield Fund Investor Class
Performance
| Periode | MCGFX | VLIIX | VALIX | BDAFX | WSCGX | NVSCX | VKQ | SSQSX | SIVIX | TUHYX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 12.57 % | 15.21 % | 15.07 % | 12.67 % | 15.52 % | 6.92 % | 5.16 % | 7.78 % | 7.87 % | 0.83 % |
| YTD | 19.48 % | 22.48 % | 22.24 % | 17.17 % | 12.61 % | 4.53 % | -1.77 % | 3.80 % | 4.09 % | 0.24 % |
| 1Y | 4.43 % | 16.85 % | 16.89 % | 14.50 % | -4.22 % | -11.81 % | -4.11 % | -11.61 % | -11.61 % | -0.47 % |
| 3Y | 38.92 % | 70.29 % | 70.33 % | 106.60 % | 18.62 % | -1.71 % | 0.78 % | 1.95 % | 2.00 % | 4.96 % |
| 5Y | -38.42 % | 23.94 % | 23.70 % | 118.16 % | 12.04 % | -50.31 % | -23.98 % | -7.99 % | -7.77 % | -15.72 % |
| 10Y | -44.40 % | 70.85 % | 69.96 % | 231.60 % | 121.02 % | -19.96 % | -22.77 % | 1.08 % | 1.60 % | -16.80 % |
| Depuis le début | 46.00 % | 65.21 % | 139.94 % | 231.60 % | 395.51 % | 49.77 % | -34.91 % | 20.60 % | 78.10 % | -16.80 % |