MNDAX

MFS Series Trust I - MFS New Discovery Fund Class A MNDAX

MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A FLMFX
Meeder Muirfield Retail ICSCX
William Blair Small Cap Value Fund Class I QRSVX
FPA Queens Road Small Cap Value Inv GTSCX
Glenmede Small Cap Equity Portfolio SPIIX
SEI Institutional Managed Trust S&P 500 Index Fund Class I PABCX
PGIM Balanced Fund- Class C PALRX
PGIM Balanced Fund- Class R SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I WBENX
William Blair Emerging Mkts Growth N

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode MNDAX FLMFX ICSCX QRSVX GTSCX SPIIX PABCX PALRX SMVTX WBENX
6M 26.16 % 23.42 % 15.70 % 24.82 % 17.29 % 29.20 % 18.77 % 18.79 % 24.43 % 30.82 %
YTD 8.01 % 11.27 % -2.24 % 12.72 % -5.22 % 13.56 % 10.95 % 10.97 % 8.52 % 20.40 %
1Y 6.56 % -5.83 % -8.85 % 7.30 % -11.08 % 2.24 % 2.98 % 2.95 % -1.74 % 15.70 %
3Y 34.00 % 23.87 % -0.62 % 40.40 % -0.27 % 43.15 % 37.30 % 37.19 % 30.68 % 49.01 %
5Y -21.47 % 35.24 % 19.45 % 70.85 % 30.75 % 39.42 % 18.77 % 18.57 % 17.34 % -11.48 %
10Y 18.09 % 52.25 % -23.09 % 84.78 % 24.09 % 115.21 % 26.70 % 26.36 % 0.78 % 29.15 %
From the beginning 169.60 % 103.40 % 187.40 % 339.60 % 72.95 % 252.43 % 44.48 % 42.05 % 29.90 % 51.55 %

Dividend

MFS Series Trust I - MFS New Discovery Fund Class A

Meeder Muirfield Retail

William Blair Small Cap Value Fund Class I

FPA Queens Road Small Cap Value Inv

Glenmede Small Cap Equity Portfolio

SEI Institutional Managed Trust S&P 500 Index Fund Class I

PGIM Balanced Fund- Class C

PGIM Balanced Fund- Class R

Virtus Ceredex Mid-Cap Value Equity Fund I

William Blair Emerging Mkts Growth N