Carillon ClariVest Capital Appreciation Fund Class R6 HRCUX
HRCUX
Carillon ClariVest Capital Appreciation Fund Class R6 PRNIX
Virtus NFJ Mid Cap Value Fund Institutional Class BTBFX
Boston Trust Asset Management Fund PQNAX
Virtus NFJ Mid Cap Value Fund Class A YCGEX
YCG Enhanced BWBFX
Baron WealthBuilder Fund Retail Shares LCRIX
Leuthold Core Investment Fund Class Institutional VGM
Invesco Trust for Investment Grade Municipals WSCGX
Wells Fargo Small Company Growth Fund - Class Inst IDIVX
Integrity Dividend Harvest Fund Class A
Carillon ClariVest Capital Appreciation Fund Class R6 PRNIX
Virtus NFJ Mid Cap Value Fund Institutional Class BTBFX
Boston Trust Asset Management Fund PQNAX
Virtus NFJ Mid Cap Value Fund Class A YCGEX
YCG Enhanced BWBFX
Baron WealthBuilder Fund Retail Shares LCRIX
Leuthold Core Investment Fund Class Institutional VGM
Invesco Trust for Investment Grade Municipals WSCGX
Wells Fargo Small Company Growth Fund - Class Inst IDIVX
Integrity Dividend Harvest Fund Class A
Performance
| Periode | HRCUX | PRNIX | BTBFX | PQNAX | YCGEX | BWBFX | LCRIX | VGM | WSCGX | IDIVX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 40.30 % | 14.93 % | 13.88 % | 14.73 % | 7.72 % | 18.53 % | 16.05 % | 7.87 % | 30.97 % | 17.47 % |
| YTD | 20.42 % | 4.43 % | 7.85 % | 4.16 % | 3.87 % | 4.84 % | 11.99 % | -0.29 % | 6.62 % | 11.79 % |
| 1Y | 11.98 % | -2.01 % | 0.73 % | -2.37 % | -0.78 % | 9.99 % | 3.31 % | -2.50 % | -6.87 % | 3.26 % |
| 3Y | 44.06 % | 1.09 % | 17.84 % | -2.59 % | 51.09 % | 55.86 % | 16.33 % | 9.86 % | 17.38 % | 33.46 % |
| 5Y | 23.03 % | -2.11 % | 18.24 % | -6.53 % | 43.62 % | 31.63 % | 19.22 % | -19.07 % | 21.40 % | 59.53 % |
| 10Y | 73.29 % | 13.65 % | 56.76 % | 6.65 % | 137.70 % | 116.80 % | 29.71 % | -22.42 % | 104.34 % | 61.29 % |
| From the beginning | 69.25 % | 77.64 % | 247.09 % | 214.08 % | 210.69 % | 116.80 % | 35.19 % | -31.25 % | 369.18 % | 105.80 % |