Royce Opportunity Fund Service Class RYOFX
RYOFX
Royce Opportunity Fund Service Class BRXAX
MFS Blended Research International Equity Fund - Class A SWYGX
Schwab Target 2040 Index Fund Institutional Shares HAVLX
Harbor Large Cap Value Fund Institutional Class FGTRX
Franklin Growth Allocation Fund Class R RPFFX
Royce Premier Fund Service Class DMIDX
BNY Mellon MidCap Index Fund Class I EVSYX
Allspring Disciplined U.S. Core Fund Admin Class WSMNX
William Blair Small-Mid Cap Growth Fund Class N WSMDX
William Blair Small-Mid Cap Growth Fund Class I
Royce Opportunity Fund Service Class BRXAX
MFS Blended Research International Equity Fund - Class A SWYGX
Schwab Target 2040 Index Fund Institutional Shares HAVLX
Harbor Large Cap Value Fund Institutional Class FGTRX
Franklin Growth Allocation Fund Class R RPFFX
Royce Premier Fund Service Class DMIDX
BNY Mellon MidCap Index Fund Class I EVSYX
Allspring Disciplined U.S. Core Fund Admin Class WSMNX
William Blair Small-Mid Cap Growth Fund Class N WSMDX
William Blair Small-Mid Cap Growth Fund Class I
Performance
| Periode | RYOFX | BRXAX | SWYGX | HAVLX | FGTRX | RPFFX | DMIDX | EVSYX | WSMNX | WSMDX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 11.48 % | 14.90 % | 10.96 % | 6.94 % | 5.87 % | -1.36 % | 11.83 % | 10.21 % | 12.97 % | 13.14 % |
| YTD | 6.33 % | 38.13 % | 18.19 % | 11.70 % | 12.03 % | -2.11 % | 10.23 % | 14.00 % | 3.20 % | 3.46 % |
| 1Y | 1.56 % | 28.67 % | 12.16 % | -0.50 % | 7.36 % | -8.86 % | -8.08 % | 4.72 % | -13.33 % | -12.06 % |
| 3Y | 15.25 % | 57.69 % | 45.29 % | 18.29 % | 38.22 % | 1.70 % | -2.31 % | 52.35 % | 6.74 % | 9.60 % |
| 5Y | 6.78 % | 49.46 % | 41.60 % | 24.06 % | 15.35 % | 5.25 % | -13.38 % | 39.82 % | -6.33 % | -3.36 % |
| 10Y | 38.01 % | 85.41 % | 106.60 % | 102.80 % | 29.50 % | 106.35 % | -15.33 % | 76.25 % | 113.27 % | 122.83 % |
| Depuis le début | 84.24 % | 80.58 % | 106.60 % | 138.70 % | 102.47 % | 11.61 % | -15.33 % | 94.83 % | 537.44 % | 654.52 % |