NEAGX

Needham Aggressive Growth Fund Retail Class NEAGX

NEAGX
Needham Aggressive Growth Fund Retail Class BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F SPIIX
SEI Index Fd, S&P 500 Index Fund Class I FLMFX
Meeder Muirfield Retail PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A WBENX
William Blair Emerging Mkts Growth N FCAZX
Franklin Corefolio Allocation Fund Advisor Class FTCLX
Franklin Corefolio Allocation Fund Class C SWEGX
Schwab MarketTrack All Equity

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode NEAGX BAFAX SSPIX SPIIX FLMFX PGROX WBENX FCAZX FTCLX SWEGX
6M 17.00 % 1.86 % 6.00 % 6.08 % 8.69 % -7.01 % 15.48 % 10.01 % 9.45 % 14.26 %
YTD 23.79 % 3.21 % 8.00 % 8.01 % 9.52 % -4.16 % 20.64 % 7.27 % 5.92 % 20.76 %
1Y 23.87 % 1.71 % 5.81 % 5.90 % 7.40 % -5.80 % 19.49 % 3.79 % 3.41 % 11.09 %
3Y 94.95 % 58.66 % 41.77 % 42.06 % 20.17 % 10.25 % 45.58 % 37.64 % 35.18 % 42.12 %
5Y 81.72 % 47.91 % 28.25 % 28.69 % 23.58 % -0.71 % -15.09 % 11.44 % 8.49 % 34.55 %
10Y 196.50 % 174.89 % 104.53 % 105.59 % 54.71 % 22.56 % 39.67 % 45.25 % 40.74 % 70.87 %
From the beginning 475.50 % 316.82 % 388.23 % 235.19 % 100.20 % 403.20 % 51.86 % 67.16 % 135.83 % 180.40 %

Dividend

Needham Aggressive Growth Fund Retail Class

Brown Advisory Flexible Equity Fund Advisor Shs

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

SEI Index Fd, S&P 500 Index Fund Class I

Meeder Muirfield Retail

BNY Mellon Worldwide Growth Fund, Inc. Class A

William Blair Emerging Mkts Growth N

Franklin Corefolio Allocation Fund Advisor Class

Franklin Corefolio Allocation Fund Class C