Heartland Value Plus Fund Investor Class Shs HRVIX
HRVIX
Heartland Value Plus Fund Investor Class Shs HNVIX
Heartland Value Plus Fund Insti Class Shs SMAYX
Small Cap Growth Fund Class Y MCEIX
Martin Currie Emerging Markets Fund Class I MEFIX
ClearBridge Emerging Markets Fund - Class FI MCEMX
Martin Currie Emerging Markets Fund Class IS BULIX
American Century Utilities Fund Investor Class FSCCX
Nuveen Small Cap Value Fund CPZ
Calamos Long/Short Equity & Dynamic Income Term Trust PJOQX
PGIM Jennison Focused Value Fund- Class R6
Heartland Value Plus Fund Investor Class Shs HNVIX
Heartland Value Plus Fund Insti Class Shs SMAYX
Small Cap Growth Fund Class Y MCEIX
Martin Currie Emerging Markets Fund Class I MEFIX
ClearBridge Emerging Markets Fund - Class FI MCEMX
Martin Currie Emerging Markets Fund Class IS BULIX
American Century Utilities Fund Investor Class FSCCX
Nuveen Small Cap Value Fund CPZ
Calamos Long/Short Equity & Dynamic Income Term Trust PJOQX
PGIM Jennison Focused Value Fund- Class R6
Performance
| Periode | HRVIX | HNVIX | SMAYX | MCEIX | MEFIX | MCEMX | BULIX | FSCCX | CPZ | PJOQX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 13.39 % | 13.51 % | 14.39 % | 19.39 % | 19.33 % | 19.46 % | 4.74 % | 12.80 % | -7.62 % | 6.79 % |
| YTD | 5.52 % | 5.77 % | 8.80 % | 33.04 % | 32.72 % | 33.17 % | 13.31 % | 8.28 % | -1.17 % | 8.99 % |
| 1Y | -4.95 % | -5.00 % | -3.75 % | 28.75 % | 28.73 % | 28.69 % | 11.12 % | 0.14 % | -4.57 % | 6.50 % |
| 3Y | -1.34 % | -1.43 % | 32.51 % | 40.87 % | 41.27 % | 40.87 % | 15.79 % | 28.64 % | -5.61 % | 26.74 % |
| 5Y | -2.53 % | -2.77 % | -1.85 % | 2.20 % | 2.40 % | 2.25 % | 14.60 % | 61.26 % | -15.85 % | 43.55 % |
| 10Y | 44.22 % | 43.43 % | 47.15 % | 105.02 % | 104.29 % | 105.88 % | 26.35 % | 77.09 % | -26.25 % | 18.54 % |
| From the beginning | 274.40 % | 51.42 % | 40.01 % | 67.50 % | 66.70 % | 68.20 % | 100.90 % | 251.70 % | -26.25 % | 3.19 % |