Congress Mid Cap Growth Fund CMIDX
CMIDX
Congress Mid Cap Growth Fund WFLLX
Allspring Large Cap Core Fund NOSGX
Northern Small Cap Value Fund BCSIX
Brown Capital Management Small Company Fund SWOBX
Schwab Balanced Fund RMBKX
RMB Mendon Financial Services Fund ROGSX
Red Oak Technology Select Fund NDMO
Nuveen Dynamic Municipal Opportunities Fund LVAQX
LSV Small Cap Value Fund BFTHX
Baron Fifth Avenue Growth Fund
Congress Mid Cap Growth Fund WFLLX
Allspring Large Cap Core Fund NOSGX
Northern Small Cap Value Fund BCSIX
Brown Capital Management Small Company Fund SWOBX
Schwab Balanced Fund RMBKX
RMB Mendon Financial Services Fund ROGSX
Red Oak Technology Select Fund NDMO
Nuveen Dynamic Municipal Opportunities Fund LVAQX
LSV Small Cap Value Fund BFTHX
Baron Fifth Avenue Growth Fund
Performance
| Periode | CMIDX | WFLLX | NOSGX | BCSIX | SWOBX | RMBKX | ROGSX | NDMO | LVAQX | BFTHX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 20.00 % | 33.46 % | 23.35 % | 15.94 % | 18.90 % | 13.37 % | 48.01 % | 10.71 % | 19.36 % | 44.35 % |
| YTD | 2.29 % | 15.65 % | 6.87 % | -10.03 % | 11.00 % | -0.96 % | 22.04 % | 3.37 % | 2.97 % | 13.55 % |
| 1Y | -11.99 % | 6.10 % | -33.65 % | -36.38 % | 5.39 % | 0.16 % | 17.96 % | -6.45 % | -1.55 % | 21.63 % |
| 3Y | 9.44 % | 40.87 % | -24.62 % | -37.07 % | 26.00 % | -3.82 % | 102.14 % | 8.98 % | 24.75 % | 131.44 % |
| 5Y | 6.18 % | 26.94 % | -17.77 % | -64.68 % | 8.98 % | 58.77 % | 59.75 % | -30.12 % | 74.61 % | 39.49 % |
| 10Y | 117.90 % | 36.84 % | -33.27 % | -40.14 % | 21.63 % | 54.83 % | 244.85 % | -31.04 % | 48.94 % | 285.43 % |
| From the beginning | 231.31 % | 191.69 % | 38.40 % | 354.70 % | 85.60 % | 386.00 % | 475.90 % | -31.04 % | 41.95 % | 817.63 % |