Baron WealthBuilder Fund Retail Shares BWBFX
BWBFX
Baron WealthBuilder Fund Retail Shares VGM
Invesco Trust for Investment Grade Municipals WSCGX
Wells Fargo Small Company Growth Fund - Class Inst NVSCX
Allspring Small Company Growth Admin BTBFX
Boston Trust Asset Management Fund HRCUX
Carillon ClariVest Capital Appreciation Fund Class R6 VKQ
Invesco Municipal Trust IDIVX
Integrity Dividend Harvest Fund Class A TCVAX
Touchstone Mid Cap Value Fund Class A PRNIX
Virtus NFJ Mid Cap Value Fund Institutional Class
Baron WealthBuilder Fund Retail Shares VGM
Invesco Trust for Investment Grade Municipals WSCGX
Wells Fargo Small Company Growth Fund - Class Inst NVSCX
Allspring Small Company Growth Admin BTBFX
Boston Trust Asset Management Fund HRCUX
Carillon ClariVest Capital Appreciation Fund Class R6 VKQ
Invesco Municipal Trust IDIVX
Integrity Dividend Harvest Fund Class A TCVAX
Touchstone Mid Cap Value Fund Class A PRNIX
Virtus NFJ Mid Cap Value Fund Institutional Class
Performance
| Periode | BWBFX | VGM | WSCGX | NVSCX | BTBFX | HRCUX | VKQ | IDIVX | TCVAX | PRNIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 19.36 % | 7.66 % | 27.97 % | 28.46 % | 15.05 % | 42.90 % | 7.87 % | 19.71 % | 15.07 % | 13.26 % |
| YTD | 2.85 % | -0.49 % | 4.18 % | 4.53 % | 6.96 % | 19.26 % | -1.32 % | 11.52 % | 4.75 % | 2.92 % |
| 1Y | 7.37 % | -2.69 % | -9.01 % | -9.70 % | -0.11 % | 10.92 % | -3.47 % | 2.60 % | -3.43 % | -3.43 % |
| 3Y | 56.51 % | 9.41 % | 16.99 % | 4.73 % | 20.22 % | 48.15 % | 7.99 % | 38.16 % | 13.23 % | 1.67 % |
| 5Y | 29.38 % | -19.49 % | 17.55 % | -43.47 % | 17.34 % | 21.06 % | -19.98 % | 60.02 % | 32.80 % | -3.62 % |
| 10Y | 112.70 % | -22.45 % | 96.40 % | -21.13 % | 56.97 % | 72.30 % | -21.47 % | 63.72 % | 41.40 % | 11.12 % |
| From the beginning | 112.70 % | -31.39 % | 358.44 % | 49.77 % | 244.25 % | 67.62 % | -34.61 % | 105.30 % | 133.60 % | 75.07 % |