Allspring Large Cap Core Fund WFLLX
WFLLX
Allspring Large Cap Core Fund CMIDX
Congress Mid Cap Growth Fund NOSGX
Northern Small Cap Value Fund SWOBX
Schwab Balanced Fund BCSIX
Brown Capital Management Small Company Fund RMBKX
RMB Mendon Financial Services Fund STK
Columbia Seligman Premium Technology Growth Fund GMLGX
GuideMark Large Cap Core Fund LVAQX
LSV Small Cap Value Fund PDT
John Hancock Premium Dividend Fund
Allspring Large Cap Core Fund CMIDX
Congress Mid Cap Growth Fund NOSGX
Northern Small Cap Value Fund SWOBX
Schwab Balanced Fund BCSIX
Brown Capital Management Small Company Fund RMBKX
RMB Mendon Financial Services Fund STK
Columbia Seligman Premium Technology Growth Fund GMLGX
GuideMark Large Cap Core Fund LVAQX
LSV Small Cap Value Fund PDT
John Hancock Premium Dividend Fund
Performance
| Periode | WFLLX | CMIDX | NOSGX | SWOBX | BCSIX | RMBKX | STK | GMLGX | LVAQX | PDT |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 33.46 % | 20.00 % | 23.35 % | 18.90 % | 15.94 % | 13.37 % | 45.65 % | 27.59 % | 19.36 % | 7.51 % |
| YTD | 15.65 % | 2.29 % | 6.87 % | 11.00 % | -10.03 % | -0.96 % | 14.03 % | 10.11 % | 2.97 % | 2.52 % |
| 1Y | 6.10 % | -11.99 % | -33.65 % | 5.39 % | -36.38 % | 0.16 % | 10.22 % | 6.88 % | -1.55 % | -1.73 % |
| 3Y | 40.87 % | 9.44 % | -24.62 % | 26.00 % | -37.07 % | -3.82 % | 54.03 % | 51.88 % | 24.75 % | 0.15 % |
| 5Y | 26.94 % | 6.18 % | -17.77 % | 8.98 % | -64.68 % | 58.77 % | 61.28 % | 60.39 % | 74.61 % | 1.56 % |
| 10Y | 36.84 % | 117.90 % | -33.27 % | 21.63 % | -40.14 % | 54.83 % | 112.28 % | 140.31 % | 48.94 % | -4.12 % |
| From the beginning | 191.69 % | 231.31 % | 38.40 % | 85.60 % | 354.70 % | 386.00 % | 83.21 % | 260.71 % | 41.95 % | 8.58 % |