BMO TCH Core Plus Bond Fund Class I Shares MCBIX
Trading inactive
MCBIX
BMO TCH Core Plus Bond Fund Class I Shares MCYBX
BMO TCH Core Plus Bond Fund Class Y Shares DRNYX
BNY Mellon New York Tax Exempt Bond Fund, Inc. FSUPX
Fidelity Large Cap Growth Idx Prm DFCIX
Delaware SMID Cap Growth Fund Class A MTXVX
MainStay Income Builder Fund Class R3 SUBYX
Carillon Reams Unconstrained Bond Fund Class Y SCPYX
Carillon Reams Core Plus Bond Fund Class Y IVWAX
IVA Worldwide Fund Class A VUVLX
Vanguard U.S. Value Fund Investor Shares
BMO TCH Core Plus Bond Fund Class I Shares MCYBX
BMO TCH Core Plus Bond Fund Class Y Shares DRNYX
BNY Mellon New York Tax Exempt Bond Fund, Inc. FSUPX
Fidelity Large Cap Growth Idx Prm DFCIX
Delaware SMID Cap Growth Fund Class A MTXVX
MainStay Income Builder Fund Class R3 SUBYX
Carillon Reams Unconstrained Bond Fund Class Y SCPYX
Carillon Reams Core Plus Bond Fund Class Y IVWAX
IVA Worldwide Fund Class A VUVLX
Vanguard U.S. Value Fund Investor Shares
Performance
| Periode | MCBIX | MCYBX | DRNYX | FSUPX | DFCIX | MTXVX | SUBYX | SCPYX | IVWAX | VUVLX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 0.00 % | 0.00 % | -0.66 % | 0.00 % | -2.07 % | 10.30 % | 4.04 % | 3.76 % | 0.00 % | 0.00 % |
| YTD | 0.00 % | 0.00 % | -0.88 % | 0.00 % | 3.14 % | 2.09 % | -0.37 % | -1.32 % | 0.00 % | 0.00 % |
| 1Y | 0.00 % | 0.00 % | 0.45 % | 0.00 % | 10.82 % | 8.30 % | -0.69 % | -3.51 % | 0.00 % | 0.00 % |
| 3Y | -3.49 % | -3.49 % | -11.57 % | 0.00 % | -61.50 % | -8.72 % | -6.25 % | -14.04 % | 0.00 % | -8.59 % |
| 5Y | 1.04 % | 1.13 % | -9.19 % | 0.00 % | -38.34 % | 0.05 % | 3.17 % | -7.51 % | 0.00 % | -7.11 % |
| 10Y | -1.53 % | -1.52 % | -8.40 % | 0.00 % | -46.11 % | 10.05 % | 3.78 % | -8.51 % | 0.00 % | 33.41 % |
| From the beginning | 16.20 % | 16.30 % | 4.08 % | 0.00 % | 68.73 % | 10.05 % | 4.58 % | -10.89 % | 0.00 % | 72.16 % |