PALRX

PGIM Balanced Fund- Class R PALRX

PALRX
PGIM Balanced Fund- Class R PABCX
PGIM Balanced Fund- Class C SWEGX
Schwab MarketTrack All Equity BSMAX
iShares Russell Small/Mid-Cap Idx Inv A QRSVX
FPA Queens Road Small Cap Value Inv WBENX
William Blair Emerging Mkts Growth N ICSCX
William Blair Small Cap Value Fund Class I BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs FLMFX
Meeder Muirfield Retail SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode PALRX PABCX SWEGX BSMAX QRSVX WBENX ICSCX BAFAX FLMFX SWYNX
6M 10.32 % 10.30 % 13.46 % 13.04 % 12.94 % 13.24 % 15.08 % 0.65 % 7.58 % 12.70 %
YTD 12.93 % 12.89 % 20.20 % 9.47 % 15.46 % 19.28 % 5.14 % 2.89 % 8.75 % 19.45 %
1Y 4.32 % 4.40 % 8.51 % 5.09 % 6.71 % 16.86 % -3.26 % 0.14 % 4.63 % 13.71 %
3Y 34.71 % 34.65 % 43.72 % 40.63 % 38.72 % 43.39 % 13.35 % 61.20 % 20.48 % 57.56 %
5Y 13.65 % 13.74 % 32.34 % 22.05 % 48.03 % -16.74 % 8.42 % 46.84 % 21.96 % 48.30 %
10Y 37.55 % 37.76 % 68.74 % 97.00 % 90.32 % 36.84 % -13.68 % 170.51 % 52.45 % 127.20 %
From the beginning 44.57 % 47.01 % 179.10 % 83.80 % 350.30 % 50.15 % 209.10 % 315.53 % 98.80 % 127.20 %

Dividend

PGIM Balanced Fund- Class R

PGIM Balanced Fund- Class C

iShares Russell Small/Mid-Cap Idx Inv A

FPA Queens Road Small Cap Value Inv

William Blair Emerging Mkts Growth N

William Blair Small Cap Value Fund Class I

Brown Advisory Flexible Equity Fund Advisor Shs

Meeder Muirfield Retail

Schwab Capital Trust - Schwab Target 2060 Index Fund