CPOAX

MS Insight Fund Class A ^CPOAX

CPOAX
MS Insight Fund Class A CPODX
MS Insight Fund Class I PSGAX
Virtus KAR Small-Cap Growth Fund Class A MCINX
MainStay MacKay Convertible Fund Investor Class MCNVX
MainStay MacKay Convertible Fund Class I VRSGX
Virtus KAR Small-Cap Growth R6 IUAEX
JPMorgan International Unconstrained Equity Fund - A SVSPX
State Street S&P 500 Index Fund Class N GCMAX
Goldman Sachs Mid Cap Value Fund Class A FSTLX
Federated Hermes MDT Large Cap Value Fund Class R6

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode	CPOAX	CPODX	PSGAX	MCINX	MCNVX	VRSGX	IUAEX	SVSPX	GCMAX	FSTLX
6M	11.53 %	11.71 %	-12.33 %	2.18 %	2.02 %	-12.13 %	6.50 %	14.06 %	-2.08 %	7.03 %
YTD	21.21 %	21.50 %	-20.36 %	5.35 %	5.28 %	-20.07 %	21.75 %	16.42 %	-2.35 %	12.84 %
1Y	11.13 %	11.43 %	-33.79 %	3.25 %	3.24 %	-33.09 %	14.70 %	3.85 %	-6.81 %	10.24 %
3Y	156.21 %	158.19 %	-13.73 %	12.64 %	12.61 %	-24.69 %	33.44 %	33.98 %	6.99 %	33.13 %
5Y	-43.25 %	-37.66 %	-34.61 %	-12.61 %	-12.54 %	-54.06 %	15.93 %	11.64 %	-4.36 %	20.36 %
10Y	48.56 %	74.46 %	136.24 %	30.83 %	30.99 %	-11.27 %	73.76 %	52.97 %	5.73 %	39.19 %
From the beginning	331.43 %	438.99 %	354.39 %	31.27 %	106.70 %	-11.27 %	59.14 %	398.22 %	48.59 %	39.19 %

Dividend

MS Insight Fund Class A

MS Insight Fund Class I

Virtus KAR Small-Cap Growth Fund Class A

MainStay MacKay Convertible Fund Investor Class

MainStay MacKay Convertible Fund Class I

JPMorgan International Unconstrained Equity Fund - A

State Street S&P 500 Index Fund Class N

Goldman Sachs Mid Cap Value Fund Class A

Federated Hermes MDT Large Cap Value Fund Class R6