SWEGX

Schwab MarketTrack All Equity SWEGX

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

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode SWEGX QRSVX SWYNX PABCX PALRX BSMAX FLMFX WBENX BAFAX ICSCX
6M 23.94 % 23.02 % 22.77 % 17.28 % 17.08 % 25.41 % 21.41 % 31.95 % 16.50 % 13.55 %
YTD 17.27 % 12.77 % 17.09 % 10.83 % 10.80 % 8.46 % 11.05 % 21.43 % 6.02 % -2.52 %
1Y 6.58 % 6.59 % 12.53 % 3.15 % 3.06 % 5.44 % -5.76 % 18.14 % 2.12 % -9.50 %
3Y 49.12 % 40.74 % 64.60 % 38.04 % 37.86 % 36.81 % 24.08 % 51.49 % 64.66 % 0.14 %
5Y 46.79 % 70.93 % 62.20 % 18.65 % 18.38 % 38.90 % 34.97 % -10.72 % 58.75 % 19.12 %
10Y 61.51 % 84.87 % 122.70 % 26.57 % 26.17 % 89.69 % 51.95 % 30.26 % 176.26 % -23.31 %
From the beginning 172.30 % 339.80 % 122.70 % 44.33 % 41.83 % 82.10 % 103.00 % 52.86 % 328.19 % 186.60 %

Dividend

FPA Queens Road Small Cap Value Inv

Schwab Capital Trust - Schwab Target 2060 Index Fund

PGIM Balanced Fund- Class C

PGIM Balanced Fund- Class R

iShares Russell Small/Mid-Cap Idx Inv A

Meeder Muirfield Retail

William Blair Emerging Mkts Growth N

Brown Advisory Flexible Equity Fund Advisor Shs

William Blair Small Cap Value Fund Class I