Fidelity Founders Fund FIFNX
FIFNX
Fidelity Founders Fund DNMDX
Dunham Monthly Distribution Fund DSCVX
BNY Mellon Opportunistic Small Cap Fund LVOLX
SGI U.S. Large Equity Fund ADNRX
American Beacon ARK Transformational Innovation Fund BWLAX
American Beacon Bridgeway Large Cap Value Fund CCLAX
Calvert Conservative Allocation Fund SKSEX
AMG GW&K Small Cap Value Fund
Fidelity Founders Fund DNMDX
Dunham Monthly Distribution Fund DSCVX
BNY Mellon Opportunistic Small Cap Fund LVOLX
SGI U.S. Large Equity Fund ADNRX
American Beacon ARK Transformational Innovation Fund BWLAX
American Beacon Bridgeway Large Cap Value Fund CCLAX
Calvert Conservative Allocation Fund SKSEX
AMG GW&K Small Cap Value Fund
Performance
| Periode | FIFNX | DNMDX | DSCVX | LVOLX | ADNRX | BWLAX | CCLAX | SKSEX |
|---|---|---|---|---|---|---|---|---|
| 6M | 11.64 % | 0.52 % | 11.15 % | 9.75 % | 18.64 % | 20.42 % | 5.22 % | 6.64 % |
| YTD | 12.78 % | 1.07 % | 9.70 % | 8.45 % | 41.33 % | 24.18 % | 7.83 % | -2.68 % |
| 1Y | 11.45 % | 1.11 % | 9.28 % | 7.77 % | 35.52 % | 23.74 % | 6.27 % | -3.19 % |
| 3Y | 95.06 % | -5.38 % | 22.73 % | 10.45 % | 112.81 % | 16.48 % | 16.21 % | 16.21 % |
| 5Y | 54.89 % | -12.29 % | 2.37 % | -6.36 % | 112.81 % | 8.73 % | -1.34 % | 12.51 % |
| 10Y | 160.02 % | -17.78 % | 18.09 % | 41.91 % | 112.81 % | 20.57 % | 19.48 % | -20.86 % |
| From the beginning | 160.02 % | -21.81 % | 169.52 % | 30.14 % | 112.81 % | 92.38 % | 27.60 % | 205.93 % |