MFS Technology Fund - Class A MTCAX
MTCAX
MFS Technology Fund - Class A GUT
The Gabelli Utility Trust DGAGX
BNY Mellon Appreciation Fund, Inc. Investor Shares HISGX
Harbor Small Cap Growth Fund Investor Class ACFOX
American Century Inv, Focused Dynamic Growth Fund - Investor Class ARTRX
Artisan Global Opportunities Fund Inv Shs PPIPX
T. Rowe Price Spectrum Conservative Allocation Fund I Class TPPAX
T. Rowe Price Spectrum Moderate Allocation Fund I Class BIOPX
Baron Opportunity Fund Retail Shs BIOIX
Baron Opportunity Fund Inst Shs
MFS Technology Fund - Class A GUT
The Gabelli Utility Trust DGAGX
BNY Mellon Appreciation Fund, Inc. Investor Shares HISGX
Harbor Small Cap Growth Fund Investor Class ACFOX
American Century Inv, Focused Dynamic Growth Fund - Investor Class ARTRX
Artisan Global Opportunities Fund Inv Shs PPIPX
T. Rowe Price Spectrum Conservative Allocation Fund I Class TPPAX
T. Rowe Price Spectrum Moderate Allocation Fund I Class BIOPX
Baron Opportunity Fund Retail Shs BIOIX
Baron Opportunity Fund Inst Shs
Performance
| Periode | MTCAX | GUT | DGAGX | HISGX | ACFOX | ARTRX | PPIPX | TPPAX | BIOPX | BIOIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | -2.18 % | 5.14 % | -11.29 % | 11.57 % | 9.88 % | 0.42 % | 5.52 % | 7.34 % | 9.35 % | 9.80 % |
| YTD | -1.29 % | 16.05 % | -10.38 % | 8.96 % | 10.02 % | 4.48 % | 9.23 % | 12.17 % | 13.89 % | 14.52 % |
| 1Y | -17.49 % | 12.31 % | -13.72 % | 0.69 % | 4.69 % | -0.15 % | 5.52 % | 4.19 % | 3.70 % | 4.57 % |
| 3Y | 61.14 % | -18.88 % | -9.78 % | 30.10 % | 109.64 % | 27.46 % | 16.92 % | 20.61 % | 121.50 % | 124.51 % |
| 5Y | -4.90 % | -25.31 % | -12.60 % | -27.65 % | 47.74 % | 3.96 % | 0.61 % | 1.29 % | 36.78 % | 51.07 % |
| 10Y | 134.45 % | 2.07 % | -32.30 % | -7.89 % | 399.45 % | 138.14 % | 22.19 % | 27.91 % | 220.12 % | 469.94 % |
| Depuis le début | 513.80 % | -31.29 % | 312.72 % | 32.61 % | 808.81 % | 397.19 % | 22.19 % | 27.91 % | 437.80 % | 1 279.49 % |