Boston Trust Walden Balanced Fund WSBFX
WSBFX
Boston Trust Walden Balanced Fund FLRUX
Meeder Conservative Allocation Retail WELNX
William Blair Emerging Mkts Ldrs N LPDAX
BlackRock LifePath Dynamic 2060 Inv A JNVSX
Jensen Quality Value Fund J Shares NEEGX
Needham Growth Fund- Retail Class CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin DUNK
Tidal Trust I MECDX
MainStay Epoch Capital Growth Fund - Class A ASQIX
American Century Small Company Fund Investor Class
Boston Trust Walden Balanced Fund FLRUX
Meeder Conservative Allocation Retail WELNX
William Blair Emerging Mkts Ldrs N LPDAX
BlackRock LifePath Dynamic 2060 Inv A JNVSX
Jensen Quality Value Fund J Shares NEEGX
Needham Growth Fund- Retail Class CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin DUNK
Tidal Trust I MECDX
MainStay Epoch Capital Growth Fund - Class A ASQIX
American Century Small Company Fund Investor Class
Performance
| Periode | WSBFX | FLRUX | WELNX | LPDAX | JNVSX | NEEGX | CBLLX | DUNK | MECDX | ASQIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 15.90 % | 9.73 % | 28.22 % | 25.82 % | 8.62 % | 44.43 % | 19.08 % | 0.86 % | 20.70 % | 26.17 % |
| YTD | 7.70 % | 5.77 % | 24.73 % | 17.35 % | -0.21 % | 7.13 % | 13.97 % | 0.86 % | 12.12 % | 6.94 % |
| 1Y | 1.06 % | 3.13 % | 17.44 % | 8.19 % | -9.82 % | -2.89 % | -18.49 % | 0.86 % | 4.22 % | 2.55 % |
| 3Y | 14.62 % | 17.33 % | 44.03 % | 63.22 % | 26.61 % | 56.47 % | -14.33 % | 0.86 % | 65.93 % | 35.27 % |
| 5Y | 13.10 % | 5.86 % | -3.86 % | 47.43 % | 34.46 % | 28.09 % | -11.75 % | 0.86 % | 10.40 % | 26.73 % |
| 10Y | 49.72 % | -11.89 % | 38.79 % | 67.43 % | 51.87 % | 49.71 % | -8.13 % | 0.86 % | 66.27 % | 34.11 % |
| Depuis le début | 139.10 % | 94.96 % | 30.11 % | 67.43 % | 86.50 % | 555.30 % | 42.57 % | 0.86 % | 66.27 % | 245.20 % |