Transamerica Energy Infrastructure I TMLPX
TMLPX
Transamerica Energy Infrastructure I RGSVX
ClearBridge Global Infrastructure Income Fund Class IS RGIVX
ClearBridge Global Infrastructure Income Fund Class I ARHVX
American Century One Choice 2065 Inv SGOAX
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F JHS
John Hancock Income Securities Trust PFO
Flaherty & Crumrine Preferred Income Opportunity Fund Inc. NBREX
Neuberger Berman Mid Cap Instrinsic Value Fd Trust BHBFX
Madison Dividend Income Fd Cl Y CLIFX
Clifford Capital Partners Fund Institutional Class
Transamerica Energy Infrastructure I RGSVX
ClearBridge Global Infrastructure Income Fund Class IS RGIVX
ClearBridge Global Infrastructure Income Fund Class I ARHVX
American Century One Choice 2065 Inv SGOAX
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F JHS
John Hancock Income Securities Trust PFO
Flaherty & Crumrine Preferred Income Opportunity Fund Inc. NBREX
Neuberger Berman Mid Cap Instrinsic Value Fd Trust BHBFX
Madison Dividend Income Fd Cl Y CLIFX
Clifford Capital Partners Fund Institutional Class
Performance
| Periode | TMLPX | RGSVX | RGIVX | ARHVX | SGOAX | JHS | PFO | NBREX | BHBFX | CLIFX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 2.11 % | 10.28 % | 10.23 % | 20.03 % | 20.25 % | 8.46 % | 13.31 % | 26.73 % | 12.00 % | 22.78 % |
| YTD | -2.47 % | 20.64 % | 20.61 % | 13.63 % | 14.05 % | 6.14 % | 7.82 % | 7.18 % | 6.54 % | 13.16 % |
| 1Y | 4.69 % | 9.40 % | 9.34 % | 8.61 % | 4.34 % | 1.88 % | 3.71 % | 0.11 % | -9.89 % | 10.44 % |
| 3Y | 30.63 % | 25.90 % | 25.88 % | 45.96 % | 29.38 % | 15.39 % | 16.69 % | 26.56 % | -1.32 % | 27.82 % |
| 5Y | 76.47 % | 21.23 % | 21.10 % | 34.15 % | 23.21 % | -21.99 % | -22.36 % | 73.28 % | -2.99 % | 46.55 % |
| 10Y | 3.94 % | 50.20 % | 49.80 % | 39.53 % | 62.13 % | -15.40 % | -8.33 % | 28.46 % | 23.69 % | 104.06 % |
| From the beginning | -13.00 % | 50.20 % | 49.80 % | 39.53 % | 211.24 % | -45.20 % | -21.68 % | 130.10 % | 15.46 % | 125.74 % |