
Touchstone Small Company Fund Class A SAGWX
SAGWX
Touchstone Small Company Fund Class A HAVLX
Harbor Large Cap Value Fund Institutional Class BOSOX
Boston Trust Walden Small Cap Fund NEFSX
Natixis Funds Trust I U.S. Equity Opportunities Fund Class A NESYX
Natixis Funds Trust I U.S. Equity Opportunities Fund SWYMX
Schwab Target 2050 Index Fund Institutional Shares WAAEX
Wasatch Small Cap Growth Fund Investor Class JOEAX
JOHCM Emerging Markets Opportunities Fund - Investor Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares BAUAX
Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs
Touchstone Small Company Fund Class A HAVLX
Harbor Large Cap Value Fund Institutional Class BOSOX
Boston Trust Walden Small Cap Fund NEFSX
Natixis Funds Trust I U.S. Equity Opportunities Fund Class A NESYX
Natixis Funds Trust I U.S. Equity Opportunities Fund SWYMX
Schwab Target 2050 Index Fund Institutional Shares WAAEX
Wasatch Small Cap Growth Fund Investor Class JOEAX
JOHCM Emerging Markets Opportunities Fund - Investor Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares BAUAX
Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs
Performance
Periode | SAGWX | HAVLX | BOSOX | NEFSX | NESYX | SWYMX | WAAEX | JOEAX | SWYFX | BAUAX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 22.67 % | 15.26 % | 7.98 % | 28.49 % | 28.66 % | 24.08 % | 13.47 % | 27.90 % | 19.61 % | 20.54 % |
YTD | 6.21 % | 7.11 % | -4.02 % | 11.08 % | 12.06 % | 16.86 % | -7.98 % | 30.04 % | 14.38 % | 3.32 % |
1Y | 1.12 % | -5.06 % | -10.19 % | 9.45 % | 11.98 % | 12.56 % | -5.49 % | 20.20 % | 10.16 % | -11.64 % |
3Y | 35.26 % | 24.54 % | 10.97 % | 52.92 % | 63.81 % | 62.72 % | 34.10 % | 51.54 % | 50.55 % | 8.11 % |
5Y | 41.93 % | 28.67 % | 31.02 % | 24.04 % | 40.01 % | 58.55 % | -22.98 % | 34.67 % | 42.57 % | 39.62 % |
10Y | 18.32 % | 92.51 % | 19.62 % | 70.30 % | 102.15 % | 117.12 % | -19.66 % | 45.85 % | 91.09 % | 28.35 % |
From the beginning | -2.47 % | 128.90 % | 74.16 % | 283.52 % | 377.92 % | 117.12 % | 284.20 % | 36.04 % | 91.09 % | 76.51 % |