Oakmark Global Select Fund Investor Class OAKWX
OAKWX
Oakmark Global Select Fund Investor Class OAKGX
Oakmark Global Fund Investor Class HNTVX
Heartland Value Fund Insti Class Shs WHGSX
Westwood Quality SmallCap Fund Institutional Class HRTVX
Heartland Value Fund Investor Class Shs TEQAX
Touchstone Global ESG Equity Fund - Class A MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares WBENX
William Blair Emerging Mkts Growth N TROCX
Touchstone Global ESG Equity Fund - Class I PALRX
PGIM Balanced Fund- Class R
Oakmark Global Select Fund Investor Class OAKGX
Oakmark Global Fund Investor Class HNTVX
Heartland Value Fund Insti Class Shs WHGSX
Westwood Quality SmallCap Fund Institutional Class HRTVX
Heartland Value Fund Investor Class Shs TEQAX
Touchstone Global ESG Equity Fund - Class A MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares WBENX
William Blair Emerging Mkts Growth N TROCX
Touchstone Global ESG Equity Fund - Class I PALRX
PGIM Balanced Fund- Class R
Performance
| Periode | OAKWX | OAKGX | HNTVX | WHGSX | HRTVX | TEQAX | MDRFX | WBENX | TROCX | PALRX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 14.46 % | 19.82 % | 29.26 % | 18.86 % | 29.17 % | 20.46 % | 17.90 % | 32.99 % | 20.61 % | 19.65 % |
| YTD | 17.63 % | 17.12 % | 12.98 % | 0.65 % | 12.84 % | 27.24 % | 8.99 % | 22.39 % | 27.50 % | 11.78 % |
| 1Y | 11.99 % | 10.48 % | 4.84 % | -7.75 % | 4.60 % | 18.36 % | -1.18 % | 18.24 % | 18.56 % | 4.25 % |
| 3Y | 55.82 % | 44.01 % | 34.52 % | 14.62 % | 33.88 % | 69.38 % | 23.49 % | 52.38 % | 70.28 % | 38.29 % |
| 5Y | 49.63 % | 45.00 % | 47.99 % | 34.06 % | 46.86 % | 40.67 % | 41.01 % | -11.67 % | 42.18 % | 19.36 % |
| 10Y | 59.75 % | 35.09 % | 41.66 % | 48.97 % | 39.71 % | 63.61 % | 14.44 % | 32.53 % | 67.84 % | 27.87 % |
| Depuis le début | 159.60 % | 279.60 % | 39.23 % | 100.69 % | 461.47 % | 131.97 % | 126.60 % | 54.06 % | 4.42 % | 43.09 % |