Westwood Quality SmallCap Fund Institutional Class WHGSX
WHGSX
Westwood Quality SmallCap Fund Institutional Class HNTVX
Heartland Value Fund Insti Class Shs HRTVX
Heartland Value Fund Investor Class Shs COVAX
Columbia Small Cap Value Fund II Class A MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares DBMAX
BNY Mellon Small/Mid Cap Growth Fund Class A TQSMX
T. Rowe Price Integrated US SMCC Eq GTSCX
Glenmede Small Cap Equity Portfolio ARSVX
AMG River Road Small Cap Value Fund - Class N SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
Westwood Quality SmallCap Fund Institutional Class HNTVX
Heartland Value Fund Insti Class Shs HRTVX
Heartland Value Fund Investor Class Shs COVAX
Columbia Small Cap Value Fund II Class A MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares DBMAX
BNY Mellon Small/Mid Cap Growth Fund Class A TQSMX
T. Rowe Price Integrated US SMCC Eq GTSCX
Glenmede Small Cap Equity Portfolio ARSVX
AMG River Road Small Cap Value Fund - Class N SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
Performance
| Periode | WHGSX | HNTVX | HRTVX | COVAX | MDRFX | DBMAX | TQSMX | GTSCX | ARSVX | SWYNX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 18.51 % | 28.12 % | 28.03 % | 20.12 % | 16.55 % | 27.14 % | 25.24 % | 17.67 % | 11.98 % | 23.82 % |
| YTD | 1.29 % | 13.00 % | 12.86 % | 1.51 % | 8.08 % | 11.50 % | 10.49 % | -4.15 % | 1.36 % | 17.51 % |
| 1Y | -9.55 % | 3.35 % | 3.11 % | -13.02 % | -2.47 % | 18.16 % | 1.59 % | -10.50 % | -1.75 % | 12.76 % |
| 3Y | 16.21 % | 35.77 % | 35.12 % | -7.55 % | 23.26 % | 46.11 % | 40.94 % | 2.40 % | 16.99 % | 65.19 % |
| 5Y | 34.57 % | 46.49 % | 45.38 % | 6.74 % | 38.36 % | 1.13 % | 59.18 % | 30.50 % | 39.18 % | 61.14 % |
| 10Y | 48.72 % | 39.85 % | 37.94 % | -17.70 % | 11.85 % | 187.44 % | 151.11 % | 26.02 % | 30.51 % | 123.50 % |
| From the beginning | 101.98 % | 39.25 % | 461.57 % | 40.34 % | 124.70 % | 715.67 % | 151.11 % | 74.92 % | 56.69 % | 123.50 % |