JICAX

JPMorgan Intrepid Sustainable Equity Fund - A Class JICAX

JICAX
JPMorgan Intrepid Sustainable Equity Fund - A Class SEEKX
Steward Large Cap Enhanced Index Fund A SPVYX
Small Cap Value Fund Class Y SLANX
DWS Latin America Equity A BULIX
American Century Utilities Fund Investor Class SPFIX
Shelton S&P 500 Index Investor SWYOX
Schwab Capital Trust - Target 2065 Index Fund ZTR
Virtus Total Return Fund Inc. CIGRX
Calamos International Growth Fund Class A NBH
Neuberger Berman Municipal Fund Inc.

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode JICAX SEEKX SPVYX SLANX BULIX SPFIX SWYOX ZTR CIGRX NBH
6M 1.93 % 11.90 % 18.99 % 14.14 % -3.06 % 9.66 % 11.81 % 2.63 % -7.12 % 3.96 %
YTD 3.30 % 16.07 % 14.36 % 51.05 % 3.72 % 12.95 % 19.79 % 5.93 % 4.24 % -1.63 %
1Y -0.81 % 3.64 % -9.30 % 39.48 % 2.68 % 8.86 % 13.62 % 4.87 % -5.29 % -3.58 %
3Y 57.30 % 58.84 % 14.67 % 30.49 % 8.95 % 41.48 % 58.14 % -5.87 % 28.94 % -7.42 %
5Y 57.92 % -21.44 % 14.31 % 8.49 % 3.90 % 35.98 % 47.70 % -28.57 % -17.22 % -32.16 %
10Y 133.79 % 5.73 % 18.94 % 125.83 % 14.94 % 103.44 % 47.70 % -48.00 % 55.23 % -34.04 %
From the beginning 244.48 % 59.48 % 7.72 % 71.13 % 83.90 % 732.90 % 47.70 % -84.30 % 215.40 % -31.85 %

Dividend

JPMorgan Intrepid Sustainable Equity Fund - A Class

Steward Large Cap Enhanced Index Fund A

Small Cap Value Fund Class Y

DWS Latin America Equity A

American Century Utilities Fund Investor Class

Shelton S&P 500 Index Investor

Schwab Capital Trust - Target 2065 Index Fund

Virtus Total Return Fund Inc.

Calamos International Growth Fund Class A

Neuberger Berman Municipal Fund Inc.