Schwab Target 2020 Index Fund Institutional Shares SWYLX
SWYLX
Schwab Target 2020 Index Fund Institutional Shares SWYOX
Schwab Capital Trust - Target 2065 Index Fund SMAYX
Small Cap Growth Fund Class Y PJOQX
PGIM Jennison Focused Value Fund- Class R6 PJIAX
PGIM Jennison Focused Value Fund- Class A BULIX
American Century Utilities Fund Investor Class MEFIX
ClearBridge Emerging Markets Fund - Class FI MCEMX
Martin Currie Emerging Markets Fund Class IS MCEIX
Martin Currie Emerging Markets Fund Class I HRVIX
Heartland Value Plus Fund Investor Class Shs
Schwab Target 2020 Index Fund Institutional Shares SWYOX
Schwab Capital Trust - Target 2065 Index Fund SMAYX
Small Cap Growth Fund Class Y PJOQX
PGIM Jennison Focused Value Fund- Class R6 PJIAX
PGIM Jennison Focused Value Fund- Class A BULIX
American Century Utilities Fund Investor Class MEFIX
ClearBridge Emerging Markets Fund - Class FI MCEMX
Martin Currie Emerging Markets Fund Class IS MCEIX
Martin Currie Emerging Markets Fund Class I HRVIX
Heartland Value Plus Fund Investor Class Shs
Performance
| Periode | SWYLX | SWYOX | SMAYX | PJOQX | PJIAX | BULIX | MEFIX | MCEMX | MCEIX | HRVIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 7.47 % | 12.82 % | 14.39 % | 6.79 % | 6.25 % | 4.74 % | 19.33 % | 19.46 % | 19.39 % | 13.39 % |
| YTD | 12.49 % | 21.33 % | 8.80 % | 8.99 % | 8.28 % | 13.31 % | 32.72 % | 33.17 % | 33.04 % | 5.52 % |
| 1Y | 5.16 % | 15.17 % | -3.75 % | 6.50 % | 5.78 % | 11.12 % | 28.73 % | 28.69 % | 28.75 % | -4.95 % |
| 3Y | 22.13 % | 55.83 % | 32.51 % | 26.74 % | 24.52 % | 15.79 % | 41.27 % | 40.87 % | 40.87 % | -1.34 % |
| 5Y | 12.75 % | 49.60 % | -1.85 % | 43.55 % | 40.40 % | 14.60 % | 2.40 % | 2.25 % | 2.20 % | -2.53 % |
| 10Y | 46.80 % | 49.60 % | 47.15 % | 18.54 % | 13.76 % | 26.35 % | 104.29 % | 105.88 % | 105.02 % | 44.22 % |
| From the beginning | 46.80 % | 49.60 % | 40.01 % | 3.19 % | 115.80 % | 100.90 % | 66.70 % | 68.20 % | 67.50 % | 274.40 % |