Allspring Disciplined U.S. Core Fund Admin Class EVSYX
Trading inactive
EVSYX
Allspring Disciplined U.S. Core Fund Admin Class RPFFX
Royce Premier Fund Service Class SWYGX
Schwab Target 2040 Index Fund Institutional Shares BTT
Blackrock Municipal 2030 Target Term Trust DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I RYOFX
Royce Opportunity Fund Service Class WSMNX
William Blair Small-Mid Cap Growth Fund Class N WSMDX
William Blair Small-Mid Cap Growth Fund Class I DMIDX
BNY Mellon MidCap Index Fund Class I FGTRX
Franklin Growth Allocation Fund Class R
Allspring Disciplined U.S. Core Fund Admin Class RPFFX
Royce Premier Fund Service Class SWYGX
Schwab Target 2040 Index Fund Institutional Shares BTT
Blackrock Municipal 2030 Target Term Trust DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I RYOFX
Royce Opportunity Fund Service Class WSMNX
William Blair Small-Mid Cap Growth Fund Class N WSMDX
William Blair Small-Mid Cap Growth Fund Class I DMIDX
BNY Mellon MidCap Index Fund Class I FGTRX
Franklin Growth Allocation Fund Class R
Performance
| Periode | EVSYX | RPFFX | SWYGX | BTT | DSPIX | RYOFX | WSMNX | WSMDX | DMIDX | FGTRX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 10.21 % | -1.36 % | 10.96 % | 3.59 % | 14.14 % | 11.48 % | 12.97 % | 13.14 % | 11.83 % | 5.87 % |
| YTD | 14.00 % | -2.11 % | 18.19 % | 8.46 % | 17.75 % | 6.33 % | 3.20 % | 3.46 % | 10.23 % | 12.03 % |
| 1Y | 4.72 % | -8.86 % | 12.16 % | 5.84 % | -9.69 % | 1.56 % | -13.33 % | -12.06 % | -8.08 % | 7.36 % |
| 3Y | 52.35 % | 1.70 % | 45.29 % | 4.41 % | -6.92 % | 15.25 % | 6.74 % | 9.60 % | -2.31 % | 38.22 % |
| 5Y | 39.82 % | 5.25 % | 41.60 % | -10.71 % | -11.81 % | 6.78 % | -6.33 % | -3.36 % | -13.38 % | 15.35 % |
| 10Y | 76.25 % | 106.35 % | 106.60 % | 6.90 % | 43.92 % | 38.01 % | 113.27 % | 122.83 % | -15.33 % | 29.50 % |
| From the beginning | 94.83 % | 11.61 % | 106.60 % | -10.50 % | 499.00 % | 84.24 % | 537.44 % | 654.52 % | -15.33 % | 102.47 % |