Boston Trust Walden Balanced Fund WSBFX
WSBFX
Boston Trust Walden Balanced Fund FLRUX
Meeder Conservative Allocation Retail WELNX
William Blair Emerging Mkts Ldrs N LPDAX
BlackRock LifePath Dynamic 2060 Inv A JNVSX
Jensen Quality Value Fund J Shares NEEGX
Needham Growth Fund- Retail Class CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin DUNK
Tidal Trust I MECDX
MainStay Epoch Capital Growth Fund - Class A ASQIX
American Century Small Company Fund Investor Class
Boston Trust Walden Balanced Fund FLRUX
Meeder Conservative Allocation Retail WELNX
William Blair Emerging Mkts Ldrs N LPDAX
BlackRock LifePath Dynamic 2060 Inv A JNVSX
Jensen Quality Value Fund J Shares NEEGX
Needham Growth Fund- Retail Class CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin DUNK
Tidal Trust I MECDX
MainStay Epoch Capital Growth Fund - Class A ASQIX
American Century Small Company Fund Investor Class
Performance
| Periode | WSBFX | FLRUX | WELNX | LPDAX | JNVSX | NEEGX | CBLLX | DUNK | MECDX | ASQIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 13.00 % | 8.55 % | 31.29 % | 24.08 % | 6.85 % | 41.86 % | 18.22 % | 0.50 % | 18.53 % | 24.55 % |
| YTD | 7.25 % | 5.77 % | 25.71 % | 16.93 % | -0.75 % | 7.98 % | 13.97 % | 0.50 % | 11.71 % | 7.19 % |
| 1Y | 0.89 % | 2.96 % | 19.96 % | 7.81 % | -10.39 % | -2.55 % | -18.66 % | 0.50 % | 4.30 % | 2.43 % |
| 3Y | 14.86 % | 17.45 % | 46.45 % | 64.23 % | 27.32 % | 59.19 % | -13.29 % | 0.50 % | 67.34 % | 37.52 % |
| 5Y | 11.42 % | 5.32 % | -3.35 % | 45.51 % | 32.41 % | 28.05 % | -12.82 % | 0.50 % | 8.84 % | 25.54 % |
| 10Y | 49.00 % | -12.15 % | 39.88 % | 66.83 % | 51.31 % | 51.63 % | -8.49 % | 0.50 % | 65.66 % | 35.16 % |
| From the beginning | 138.10 % | 94.96 % | 31.14 % | 66.83 % | 85.50 % | 560.50 % | 42.57 % | 0.50 % | 65.66 % | 246.00 % |