MFS Technology Fund - Class A MTCAX
MTCAX
MFS Technology Fund - Class A GUT
The Gabelli Utility Trust DGAGX
BNY Mellon Appreciation Fund, Inc. Investor Shares HISGX
Harbor Small Cap Growth Fund Investor Class ACFOX
American Century Inv, Focused Dynamic Growth Fund - Investor Class ARTRX
Artisan Global Opportunities Fund Inv Shs PPIPX
T. Rowe Price Spectrum Conservative Allocation Fund I Class TPPAX
T. Rowe Price Spectrum Moderate Allocation Fund I Class BIOPX
Baron Opportunity Fund Retail Shs BIOIX
Baron Opportunity Fund Inst Shs
MFS Technology Fund - Class A GUT
The Gabelli Utility Trust DGAGX
BNY Mellon Appreciation Fund, Inc. Investor Shares HISGX
Harbor Small Cap Growth Fund Investor Class ACFOX
American Century Inv, Focused Dynamic Growth Fund - Investor Class ARTRX
Artisan Global Opportunities Fund Inv Shs PPIPX
T. Rowe Price Spectrum Conservative Allocation Fund I Class TPPAX
T. Rowe Price Spectrum Moderate Allocation Fund I Class BIOPX
Baron Opportunity Fund Retail Shs BIOIX
Baron Opportunity Fund Inst Shs
Performance
| Periode | MTCAX | GUT | DGAGX | HISGX | ACFOX | ARTRX | PPIPX | TPPAX | BIOPX | BIOIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | -1.59 % | 5.70 % | -10.54 % | 12.54 % | 10.77 % | 1.53 % | 5.78 % | 7.81 % | 10.25 % | 10.73 % |
| YTD | -1.29 % | 16.05 % | -10.38 % | 8.96 % | 10.02 % | 4.48 % | 9.23 % | 12.17 % | 13.89 % | 14.52 % |
| 1Y | -4.53 % | 14.48 % | -13.50 % | 1.04 % | 4.56 % | 0.24 % | 5.78 % | 4.51 % | 8.80 % | 9.41 % |
| 3Y | 63.72 % | -18.21 % | -8.99 % | 41.11 % | 112.86 % | 28.95 % | 22.47 % | 28.83 % | 125.68 % | 128.76 % |
| 5Y | -5.84 % | -24.65 % | -13.05 % | -22.51 % | 45.70 % | 2.82 % | 0.23 % | 0.79 % | 34.28 % | 48.31 % |
| 10Y | 137.17 % | 1.02 % | -31.25 % | 6.77 % | 406.77 % | 140.45 % | 22.19 % | 27.91 % | 223.59 % | 475.98 % |
| From the beginning | 513.80 % | -31.29 % | 312.72 % | 32.61 % | 808.81 % | 397.19 % | 22.19 % | 27.91 % | 437.80 % | 1 279.49 % |