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Mutual Funds Performance Equity > Market-Cap > Multi-Cap

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Category Average Return
Ticker Fund 2024
YTD
2023
2022
2021
ABVAX AB Value Fund 5.61%12.95%-17.78%15.2%
ACGCX American Century Disciplined Core Value Fund 5.84%6.66%-14.21%-4.23%
ADCCX American Century Disciplined Growth Fund 11.48%41.65%-32.14%-3.05%
ADCIX American Century Disciplined Growth Fund 9.1%43.27%-31.44%1.8%
ADCVX American Century Disciplined Growth Fund 10.16%42.72%-31.63%0.59%
ADCYX American Century Disciplined Growth Fund 8.3%43.35%-31.44%1.87%
ADGAX AB Core Opportunities Fund, Inc 11.15%15.25%-23.73%7.17%
ADGCX AB Core Opportunities Fund, Inc 8.59%12.49%-27.05%1.51%
ADGGX American Century Disciplined Growth Fund 9.22%43.22%-31.41%1.79%
ADGIX AB Core Opportunities Fund, Inc 6.65%15.7%-23.17%8.4%
ADGKX AB Core Opportunities Fund, Inc 8.9%15.38%-23.59%7.3%
ADGRX AB Core Opportunities Fund, Inc 8.8%14.86%-24.34%6.01%
ADGYX AB Core Opportunities Fund, Inc 12.44%15.6%-23.31%8.09%
ADGZX AB Core Opportunities Fund, Inc 9.01%15.65%-23.11%8.47%
ADOAX ACM Dynamic Opportunity Fund 11.57%5.31%-18.41%-1.69%
ADOIX ACM Dynamic Opportunity Fund 11.7%5.33%-18.14%-1.43%
ADRRX American Century Disciplined Growth Fund 10.04%42.4%-31.82%-0.43%
ADSIX American Century Disciplined Growth Fund 10.23%43.01%-31.44%1.32%
ADVGX Advisory Research All Cap Value Fund 0.88%19.91%-18.63%20.57%
AFAVX AMG River Road Focused Absolute Value Fund 7.73%9.4%-17.02%7.39%
AGFIX AB Growth Fund 10.37%29.28%-30.39%11.72%
AGFKX AB Growth Fund 13.87%27.91%-30.79%10.36%
AGFRX AB Growth Fund 10.21%27.01%-31.07%9.16%
AGRCX AB Growth Fund 13.66%5.67%-33.75%-8.56%
AGRFX AB Growth Fund 10.59%28.2%-30.76%10.17%
AGRYX AB Growth Fund 13.86%29.69%-30.44%11.65%
AICGX American Century Disciplined Core Value Fund 9.05%6.66%-14.2%-4.02%
AICRX American Century Disciplined Core Value Fund 4.71%6.69%-14.22%-4.08%
AKREX Akre Focus Fund 2.2%23.8%-27.73%19.78%
AKRIX Akre Focus Fund 4.74%24.32%-27.38%20.24%
AKRSX Akre Focus Fund 3.57%24.45%-27.29%20.35%
AMADX American Century Disciplined Core Value Fund 5.91%6.67%-14.22%-4.14%
AMAGX Amana Growth Fund 9.21%24.84%-22.21%30.83%
AMFEX AAMA Equity Fund 3.75%16.25%-18.07%22.31%
AMGIX American Century Disciplined Core Value Fund 9.05%6.7%-14.21%-4.04%
AMIGX Amana Growth Fund 9.51%24.95%-22.2%30.84%
AMOMX AQR Large Cap Momentum Style Fund 12.85%3.39%-26.08%6.48%
AMONX AQR Large Cap Momentum Style Fund 8.68%3.27%-26.04%6.47%
ANDGX American Century NT Disciplined Growth Fund 0%0%-22.63%9.23%
ANEFX American Funds New Economy Fund 7.15%24.07%-29.67%3.93%
ANFCX American Funds New Economy Fund 8.52%22.54%-30.19%1.88%
ANFFX American Funds New Economy Fund 11.02%24.11%-29.69%3.9%
ANTDX American Century NT Disciplined Growth Fund 0%0%-22.91%8.54%
APDLX Artisan Value Fund 1.68%17.76%-22.46%8.8%
APHLX Artisan Value Fund 6.66%17.84%-22.51%8.71%
APSHX Pinnacle Sherman Multi-Strategy Core Fund 2.41%18.52%-17.61%-6.81%
AQEIX LKCM Aquinas Catholic Equity Fund 4.18%11.16%-22.9%11.35%
ARRFX AMG River Road Focused Absolute Value Fund 7.65%9.39%-17.01%7.55%
ARRZX AMG River Road Focused Absolute Value Fund 4.93%9.41%-17.09%7.39%
ARSKX Archer Stock Fund 7.3%17.49%-22.55%18.94%
ARTLX Artisan Value Fund 2.91%17.91%-22.41%8.83%
ASMMX Invesco Summit Fund 13.18%36.65%-39.36%-8.47%
ASMYX Invesco Summit Fund 11.42%36.98%-39.02%-7.78%
ATVPX Alger 35 Fund 17.65%31.41%-36.37%-19.22%
AUERX Auer Growth Fund 4.12%15.78%3.9%45.11%
AVEAX Ave Maria Focused Fund -3.5%38.73%-34.98%22.37%
AVEGX Ave Maria Growth Fund 3.69%27.02%-21.46%4.92%
AWGIX CIBC Atlas All Cap Growth Fund 9.72%33.87%-34.22%12.46%
BAFWX Brown Advisory Sustainable Growth Fund 8.65%39.06%-30.9%27.67%
BASMX iShares Total US Stock Market Index Fund 6.7%24.04%-20.36%23.54%
BAWAX Brown Advisory Sustainable Growth Fund 8.52%38.52%-31.17%27.07%
BCAMX Boston Common ESG Impact US Equity Fund 8.2%19.18%-22.95%19.3%
BCIFX Blue Chip Investor Fund 9.55%13.59%-18.02%27.61%
BFONX Biondo Focus Fund 12.56%25.07%-36.38%-1.46%
BGFIX William Blair Growth Fund 6.97%25.81%-31.92%9.31%
BGGKX Baillie Gifford Funds: US Equity Growth Fund 2.31%46.02%-59.72%-13.12%
BGGSX Baillie Gifford Funds: US Equity Growth Fund 7.89%45.93%-59.77%-13.22%
BGRWX Barrett Growth Fund 9.14%28.92%-38.31%8.02%
BIAWX Brown Advisory Sustainable Growth Fund 8.6%38.88%-31.02%27.45%
BIGRX American Century Disciplined Core Value Fund 5.9%6.68%-14.21%-4.08%
BIGTX Monteagle Texas Fund 3.37%8.62%-9.69%17.72%
BIOIX Baron Opportunity Fund 14.67%49.98%-42.83%4.04%
BIOPX Baron Opportunity Fund 15.31%49.55%-42.96%3.32%
BIOUX Baron Opportunity Fund 10%49.96%-42.83%4.03%
BIRAX BlackRock Advantage ESG U.S. Equity Fund 9.67%24.21%-20.68%20.54%
BIRCX BlackRock Advantage ESG U.S. Equity Fund 8.54%24.14%-20.65%20.22%
BIRIX BlackRock Advantage ESG U.S. Equity Fund 5.46%24.23%-20.68%20.65%
BIRKX BlackRock Advantage ESG U.S. Equity Fund 8.23%24.28%-20.67%20.64%
BITSX iShares Total US Stock Market Index Fund 6.69%24.07%-20.34%23.51%
BKTSX iShares Total US Stock Market Index Fund 5.1%24.07%-20.34%23.51%
BMPEX Beck, Mack & Oliver Partners Fund 4.35%32.24%-21.14%53.67%
BOPAX Sterling Capital Special Opportunities Fund 4.04%3.54%-26.34%12.56%
BOPCX Sterling Capital Special Opportunities Fund 3.79%-4.89%-28.88%7.71%
BOPIX Sterling Capital Special Opportunities Fund 3.78%5.48%-25.74%13.72%
BOYAX Boyar Value Fund 3.41%13.54%-20.54%18.13%
BPAIX Boston Partners All-Cap Value Fund 3.3%1%-10.1%18.94%
BPAVX Boston Partners All-Cap Value Fund 3.22%0.94%-10.13%18.88%
BRAGX Bridgeway Aggressive Investors 1 Fund 11.72%22.02%-23.48%9.73%
BRTNX Bretton Fund 5.79%28.91%-14.27%26.95%
BRWIX AMG Managers Brandywine Fund 1.43%13.01%-25.69%-23.42%
BUFTX Buffalo Discovery Fund 2.92%24.3%-33.22%-3.7%
BUNRX Bullfinch Fund Unrestricted Series -2.98%11.64%-17.03%19.19%
BUYAX Catalyst Buyback Strategy Fund 0%0%-41.24%-0.35%
BUYCX Catalyst Buyback Strategy Fund 0%0%-41.58%-1.27%
BUYIX Catalyst Buyback Strategy Fund 0%0%-41.07%-0.09%
BVEFX Becker Value Equity Fund 4.85%-2.37%-14.7%15.06%
BVEIX Becker Value Equity Fund 6.41%-2.14%-14.61%15.13%
BVSIX Baywood SociallyResponsible Fund 5.95%8.13%-4.33%21.75%
BWNYX Bullfinch Fund Greater Western New York Series 2.65%9.76%-8.71%10.12%
CGMFX CGM Focus Fund 0%0%-5.88%32.08%
CGRIX Calamos Growth Fund 11.14%34.02%-33.17%13.99%
CLFFX Clifford Capital Partners Fund -4.62%-0.22%-5.95%14.8%
CLIFX Clifford Capital Partners Fund -0.11%-0.11%-5.85%15.08%
CLPAX Catalyst Exceed Defined Risk Fund 3.07%35.92%-32.26%12.74%
CLPCX Catalyst Exceed Defined Risk Fund 1.2%34.7%-32.83%11.87%
CLPFX Catalyst Exceed Defined Risk Fund 0.5%36.16%-32.04%13.01%
CMNCX Principal Capital Appreciation Fund 0%7.75%-17.4%8.8%
CMNWX Principal Capital Appreciation Fund 10.32%24.13%-16.95%16.1%
CNGAX American Funds New Economy Fund 7.13%24%-29.69%3.81%
CNGCX American Funds New Economy Fund 6.41%22.56%-30.24%1.98%
CNGEX American Funds New Economy Fund 10.96%23.84%-29.86%3.37%
CNGFX American Funds New Economy Fund 7.07%23.99%-29.62%3.98%
CONWX Concorde Wealth Management Fund 4.87%-1.93%-9.47%15.51%
CPEAX Catalyst Dynamic Alpha Fund 12.96%13.44%-15.85%-9.33%
CPECX Catalyst Dynamic Alpha Fund 11.96%12.59%-16.59%-12.63%
CPEIX Catalyst Dynamic Alpha Fund 13.84%13.38%-15.61%-8.72%
CPOAX Morgan Stanley Insight Fund 1.14%52.72%-73.77%-18.48%
CPOCX Morgan Stanley Insight Fund 2.55%52.08%-81.95%-24.95%
CPODX Morgan Stanley Insight Fund -2.56%53.03%-71.96%-16.81%
CPSHX Pinnacle Sherman Multi-Strategy Core Fund 6.02%17.73%-18.24%-8.14%
CRIEX CRM All Cap Value Fund 0.15%3.34%-15.64%-0.76%
CRMEX CRM All Cap Value Fund 1.37%3.3%-15.76%-1.44%
CSMMX Invesco Summit Fund 12.97%35.56%-41.21%-12.48%
CUHAX Victory US 500 Enhanced Volatility Wtd Index Fund 4.07%-5.7%-36.87%10.8%
CUHCX Victory US 500 Enhanced Volatility Wtd Index Fund 2.68%-5.79%-38.19%9.94%
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund 2.71%-5.6%-36.89%10.86%
CVAAX Calamos Select Fund 9.35%21.37%-21%15.46%
CVACX Calamos Select Fund 7.77%19.33%-21.95%13%
CVAIX Calamos Select Fund 9.43%21.84%-20.73%16%
CVGCX Calamos Growth Fund 10.82%21.46%-33.83%-7.63%
CVGRX Calamos Growth Fund 12.07%31.67%-33.33%9.33%
CWCFX Christopher Weil & Company Core Investment Fund 3.78%5.29%-14.52%5.17%
CZOVX Zacks All-Cap Core Fund 10.81%-2.98%-27.12%21.94%
DDDAX 13D Activist Fund 1.14%5.91%-24.86%8.75%
DDDCX 13D Activist Fund 1.65%4.89%-25.66%7.65%
DDDIX 13D Activist Fund -0.23%6.34%-24.46%9.3%
DENVX MassMutual Premier Disciplined Value Fund 8.33%2.75%-16.18%9.73%
DEOPX Davenport Equity Opportunities Fund 2.85%21.25%-29.48%13.47%
DFDPX DF Dent Premier Growth Fund 3.58%3.97%-28.05%8.82%
DFEOX DFA US Core Equity 1 Portfolio 6.77%21.05%-18.27%22.81%
DFMAX Davidson Multi-Cap Equity Fund 4.34%14.95%-21.9%18.1%
DFMIX Davidson Multi-Cap Equity Fund 5.36%14.94%-21.92%18.13%
DFQTX DFA US Core Equity 2 Portfolio 3.88%19.59%-17.8%22.47%
DFSIX DFA US Sustainability Core 1 Portfolio 4.81%24.03%-18.92%24.57%
DFSRX Delaware Select Growth Fund 8.18%36.52%-50.52%-3.76%
DFUEX DFA US Social Core Equity 2 Portfolio 4.42%23.53%-21.49%21.93%
DGOCX Davis Opportunity Fund 4.47%12.31%-23.29%10.19%
DGOYX Davis Opportunity Fund 7.51%15.06%-20.3%14.9%
DHAMX Centre American Select Equity Fund 6.6%12.02%-4.63%9.69%
DHANX Centre American Select Equity Fund 5.17%12.44%-4.25%10.46%
DHLTX Diamond Hill All Cap Select Fund 7.04%29.86%-20.48%16.83%
DHTAX Diamond Hill All Cap Select Fund 10.81%29.83%-20.57%16.33%
DHTYX Diamond Hill All Cap Select Fund 10.95%29.9%-20.44%16.93%
DIEQX Domini Impact Equity Fund 4.17%26.8%-27.14%14.52%
DPUAX Dreyfus US Equity Fund 5.74%-53.51%-37.25%11.75%
DPUCX Dreyfus US Equity Fund 5.66%-65.64%-39.63%9.64%
DPUIX Dreyfus US Equity Fund 5.66%-52.44%-36.98%12.15%
DPUYX Dreyfus US Equity Fund 7.38%-52.53%-37.02%12.17%
DRTCX Dreyfus Sustainable US Equity Fund, Inc 9.63%19.65%-31.44%21.39%
DRTHX Dreyfus Sustainable US Equity Fund, Inc 6.39%19.72%-31.47%21.43%
DSEFX Domini Impact Equity Fund 5.79%27.06%-26.97%14.36%
DSEPX Domini Impact Equity Fund 5.82%26.88%-27.08%14.37%
DSFRX Domini Impact Equity Fund 4.47%26.78%-27.12%14.53%
DTCAX Dreyfus Sustainable US Equity Fund, Inc 5.35%19.5%-31.65%21.2%
DTCCX Dreyfus Sustainable US Equity Fund, Inc 9.33%18.41%-33.69%19.81%
DTCYX Dreyfus Sustainable US Equity Fund, Inc 5.4%19.68%-31.45%21.45%
DVEAX Delaware Select Growth Fund 4.97%36.82%-50.37%-2.72%
DVECX Delaware Select Growth Fund 4.93%35.84%-50.76%-10.95%
EACPX Eaton Vance Tax-Managed Multi-Cap Growth Fund 3.44%41.77%-29.56%14.84%
EARFX First Eagle Fund of America 0%12.52%-21.61%5.86%
EARVX First Eagle US Value Fund 1.85%7.27%-12.61%8.35%
ECCPX Eaton Vance Tax-Managed Multi-Cap Growth Fund 3.09%40.73%-30.09%13.23%
EKOAX Wells Fargo Omega Growth Fund 8.31%26.25%-43.23%0.84%
EKOCX Wells Fargo Omega Growth Fund 6.34%18.08%-48.69%-9.21%
EKONX Wells Fargo Omega Growth Fund 6.92%27.96%-42.04%3.22%
EKORX Wells Fargo Omega Growth Fund 0%20.21%-43.92%-0.5%
ENSBX Ensemble Fund 4.62%21.75%-32.47%13.43%
EOMYX Wells Fargo Omega Growth Fund 8.34%27.31%-42.44%2.43%
EPGAX Fidelity Advisor Equity Growth Fund 14.29%34.49%-26.33%8.84%
EPGCX Fidelity Advisor Equity Growth Fund 16.05%33.16%-27.4%5.18%
EQPGX Fidelity Advisor Equity Growth Fund 16.41%34.95%-25.9%10.49%
ESEAX Eaton Vance Atlanta Capital Select Equity Fund 7.18%17.35%-17.57%7.68%
ESECX Eaton Vance Atlanta Capital Select Equity Fund 4.24%16.16%-18.65%6.28%
ESEIX Eaton Vance Atlanta Capital Select Equity Fund 4.5%17.77%-17.23%8.13%
ESERX Eaton Vance Atlanta Capital Select Equity Fund 5.96%17.81%-17.16%8.18%
ESSIX Essential 40 Stock Fund 2.98%20.79%-18.45%10.69%
EWMCX Evercore Equity Fund 4.26%27.29%-21.6%25.47%
EXEYX Manning & Napier Equity Series 5.69%20.67%-28.69%7.21%
FACGX Fidelity Advisor Growth Opportunities Fund 11.06%44.06%-38.87%-0.98%
FAEGX Fidelity Advisor Equity Growth Fund 12.41%34.09%-26.54%8.45%
FAEVX Fidelity Advisor Equity Value Fund 3.84%1.55%-5.64%20.74%
FAGAX Fidelity Advisor Growth Opportunities Fund 10.32%45.14%-38.4%1.17%
FAGCX Fidelity Advisor Growth Opportunities Fund 14.74%45.51%-38.25%2.11%
FAGKX Fidelity Growth Strategies Fund 8.05%20.88%-26.41%6.64%
FAGOX Fidelity Advisor Growth Opportunities Fund 11.23%44.8%-38.56%1.1%
FAIRX Fairholme Fund -4.01%46.1%-20.49%6.87%
FAIVX Fidelity Advisor Equity Value Fund 1.08%1.63%-5.68%20.73%
FAMVX FAM Value Fund 4.62%10.56%-17.14%19.64%
FAMWX FAM Value Fund 7.13%10.62%-17.13%19.7%
FAOFX Fidelity Advisor Series Growth Opportunities Fund 13.41%46.46%-37.65%-13.96%
FASOX Fidelity Advisor Value Strategies Fund 3.5%17.28%-9.49%23.42%
FASPX Fidelity Advisor Value Strategies Fund -2.02%17.11%-9.56%23.01%
FAVAX Fidelity Advisor Equity Value Fund 1.82%1.44%-5.7%20.64%
FAVCX Fidelity Advisor Equity Value Fund 1.59%1.52%-5.83%20.56%
FAVFX Fidelity Advisor Value Fund -0.48%18.37%-9.73%28.67%
FAVTX Fidelity Advisor Equity Value Fund 1.69%1.49%-5.69%20.6%
FBRNX Fidelity Advisor Stock Selector All Cap 4.66%24.47%-19.87%22.96%
FBSAX Franklin Mutual U.S. Value Fund 1.56%6.67%-10.5%12.37%
FBSIX Franklin Mutual U.S. Value Fund 1.6%6.67%-10.51%12.32%
FBSRX Franklin Mutual U.S. Value Fund 1.43%6.57%-10.7%11.78%
FCAKX Fidelity Capital Appreciation Fund 11.89%24.49%-27.73%5.81%
FCBSX Franklin Mutual U.S. Value Fund 1.3%6.57%-10.79%11.03%
FCTDX Fidelity Strategic Advisers Fidelity US Total Stock Fund 7.01%23.84%-22.42%15.91%
FCVFX Fidelity Advisor Value Fund 7.52%18.37%-10.07%28.11%
FDCAX Fidelity Capital Appreciation Fund 11.87%24.46%-27.75%5.75%
FDEGX Fidelity Growth Strategies Fund 7.83%20.86%-26.5%6.38%
FDEKX Fidelity Disciplined Equity Fund 11.67%27.98%-30.01%25.86%
FDEQX Fidelity Disciplined Equity Fund 13.34%27.99%-30.02%25.77%
FDGRX Fidelity Growth Company Fund 13.06%41.8%-38.28%10.95%
FDSSX Fidelity Stock Selector All Cap 7.88%24.42%-19.84%22.08%
FDVLX Fidelity Value Fund 4.6%14.97%-14.98%22.62%
FEAIX First Eagle Fund of America 1.42%13.11%-21.66%6.06%
FEAMX First Eagle Fund of America 1.93%6.31%-23.2%-2.42%
FEFAX First Eagle Fund of America 2.23%12.61%-21.75%5.34%
FEFRX First Eagle Fund of America 2.88%13.11%-21.66%6.06%
FEVAX First Eagle US Value Fund 6.36%7.09%-12.72%8.13%
FEVCX First Eagle US Value Fund 6.14%6.73%-13.28%7.68%
FEVIX First Eagle US Value Fund 0.41%7.26%-12.6%8.34%
FEVRX First Eagle US Value Fund 5.49%7.26%-12.56%8.34%
FFGRX Emerald Growth Fund 1.21%11.14%-30.35%-13.7%
FFILX FormulaFolios US Equity Fund 0%0%-14.11%24.19%
FFIOX FormulaFolios US Equity Fund 0%0%-14.37%23.62%
FFTYX AB FlexFee US Thematic Portfolio 2.48%16.36%-36%26.29%
FGCKX Fidelity Growth Company Fund 13.09%41.93%-38.22%11.04%
FGRAX Franklin Growth Opportunities Fund 9.72%23.02%-39.88%8.03%
FGROX Emerald Growth Fund -0.49%12.21%-29.7%-12.34%
FHEJX Delaware Hedged US Equity Opportunities Fund 5.1%14.32%-21.05%-1.75%
FHEKX Delaware Hedged US Equity Opportunities Fund 2.13%14.76%-20.67%-1.11%
FHELX Delaware Hedged US Equity Opportunities Fund 5.24%14.71%-20.53%-1.01%
FICGX Delaware Growth Equity Fund 7.18%25.25%-42.33%-0.42%
FICHX Delaware Growth Equity Fund 7.21%25.52%-41.36%0.96%
FICIX Delaware Growth Equity Fund 7.27%25.43%-41.06%1.43%
FKACX Franklin Growth Opportunities Fund 10.96%16.06%-41.27%4.54%
FKARX Franklin Growth Opportunities Fund 11.11%21.29%-40.27%7.13%
FLACX Fidelity Advisor Stock Selector All Cap 5.89%23.95%-20.48%21.61%
FLCKX Fidelity Leveraged Company Stock Fund 14.18%11.8%-34.41%16.04%
FLSAX Fidelity Advisor Leveraged Company Stock Fund 12.19%10.7%-31.92%13.95%
FLSCX Fidelity Advisor Leveraged Company Stock Fund 14.11%6.49%-34%11.3%
FLSTX Fidelity Advisor Leveraged Company Stock Fund 14.29%9.67%-32.5%13.19%
FLVCX Fidelity Leveraged Company Stock Fund 11.96%11.73%-34.46%16%
FLVIX Fidelity Advisor Leveraged Company Stock Fund 12.27%11.42%-31.46%14.5%
FMAMX Fidelity Advisor Stock Selector All Cap 4.39%24.37%-20.01%21.44%
FMILX Fidelity New Millennium Fund 10.01%20.68%-5.54%14.46%
FMUEX Free Market US Equity Fund 5.11%12.51%-17.28%26.22%
FNCMX Fidelity NASDAQ Composite Index Fund 9.73%44.17%-32.99%21.65%
FNEFX American Funds New Economy Fund 8.87%24.14%-29.64%4.32%
FOCKX Fidelity OTC Portfolio 8.33%42.79%-34.48%12.16%
FOCPX Fidelity OTC Portfolio 13.34%42.56%-34.54%11.87%
FOPPX Franklin Growth Opportunities Fund 9.84%25.62%-39.35%9.45%
FPCGX Fort Pitt Capital Total Return Fund 8.69%1.59%-25.33%14.91%
FRAAX Franklin Growth Opportunities Fund 11.89%25.19%-39.44%9.2%
FRBSX Franklin Mutual U.S. Value Fund 1.5%6.52%-10.72%11.69%
FSJHX Fidelity Advisor Stock Selector All Cap 7.82%24.36%-20.17%21.46%
FSKAX Fidelity Total Market Index Fund 4.52%24.32%-20.78%24.19%
FSKGX Fidelity Growth Strategies K6 Fund 4.96%19.94%-26.39%-3.32%
FSLSX Fidelity Value Strategies Fund 5.77%17.6%-9.3%24.21%
FSOAX Fidelity Advisor Value Strategies Fund 5.7%16.83%-9.79%22.27%
FSSKX Fidelity Stock Selector All Cap 7.99%24.41%-19.78%21.49%
FSUVX Fidelity SAI US Low Volatility Index Fund 3.59%12.81%-14.38%17.15%
FSWCX Fidelity SAI US Value Index Fund 5.84%1.98%-14.61%23.04%
FTVFX Fidelity Advisor Value Fund 4.44%18.32%-9.71%28.64%
FVCSX Fidelity Advisor Value Strategies Fund 1.24%15.88%-10.35%20.12%
FVIFX Fidelity Advisor Value Fund -0.45%18.34%-9.72%28.73%
FVLKX Fidelity Value Fund 4.59%14.95%-14.9%22.6%
FVLZX Fidelity Advisor Value Fund 6.4%18.42%-9.73%28.76%
FVSKX Fidelity Value Strategies Fund 1.31%17.59%-9.32%24.24%
FZAFX Fidelity Advisor Equity Growth Fund 14.32%35.15%-25.79%10.65%
FZAHX Fidelity Advisor Growth Opportunities Fund 13.15%45.7%-38.18%2.23%
FZAKX Fidelity Advisor Leveraged Company Stock Fund 15.44%11.48%-31.38%14.63%
FZAPX Fidelity Advisor Stock Selector All Cap 7.9%24.41%-19.8%21.43%
FZROX Fidelity ZERO Total Market Index Fund 7.1%24.49%-20.44%24.39%
GABVX Gabelli Value 25 Fund Inc 4.31%-3.05%-28.53%2.54%
GALLX Goldman Sachs Flexible Cap Fund 7.36%26.62%-20.69%18.6%
GATAX Gabelli Asset Fund 4.32%2.12%-18.88%8.16%
GCLLX Goldman Sachs Flexible Cap Fund 8.28%25.58%-21.52%16.48%
GFCUX Goldman Sachs Flexible Cap Fund 5.92%26.74%-20.37%19.39%
GGEYX GuideStone Growth Equity Fund 12.84%35.31%-41.31%-2.32%
GGEZX GuideStone Growth Equity Fund 9.23%34.83%-41.58%-2.81%
GGGPX Goldman Sachs Capital Growth Fund 6.95%26.09%-25.07%14.47%
GGLIX Aberdeen U.S. Sustainable Leaders Fund 5.21%14.92%-26.77%-3.7%
GGOAX Goldman Sachs Growth Opportunities Fund 3.77%18.82%-33.13%-8.87%
GGOCX Goldman Sachs Growth Opportunities Fund 1.67%17.95%1542.71%-74.87%
GGOIX Goldman Sachs Growth Opportunities Fund 3.87%19.2%-30.53%-2.16%
GGORX Goldman Sachs Growth Opportunities Fund 3.81%18.41%-34.45%-11.9%
GGOSX Goldman Sachs Growth Opportunities Fund 3.7%18.68%-34.43%-11.92%
GGOTX Goldman Sachs Growth Opportunities Fund 3.83%19.12%-32.07%-6.3%
GGOUX Goldman Sachs Growth Opportunities Fund 3.86%19.23%-30.55%-2.07%
GGQPX Goldman Sachs Growth Opportunities Fund 3.86%19.22%-30.54%-2.11%
GGZPX Goldman Sachs Flexible Cap Fund 6.18%26.79%-20.36%19.38%
GILAX Lord Abbett Fundamental Equity Fund 9.65%12.09%-14.68%12.56%
GILLX Goldman Sachs Flexible Cap Fund 5.85%26.82%-20.38%19.42%
GMCQX GMO US Equity Fund 11.11%7.85%-18.56%8.34%
GMUEX GMO US Equity Fund 11.18%7.99%-18.47%8.55%
GOWLX Green Owl Intrinsic Value Fund 0%-1.66%-27.97%9.06%
GQEIX GQG Partners US Select Quality Equity Fund 22.78%17.03%-6.89%18.09%
GQEPX GQG Partners US Select Quality Equity Fund 20.46%16.88%-6.96%18.13%
GQERX GQG Partners US Select Quality Equity Fund 22.34%16.95%-6.88%18.16%
GRINX Victory Diversified Stock Fund 11.54%12%-26.34%17.12%
GRLLX Goldman Sachs Flexible Cap Fund 5.18%26.04%-20.96%18.14%
GSCGX Goldman Sachs Capital Growth Fund 8.68%25.91%-26.05%12.26%
GSLLX Goldman Sachs Flexible Cap Fund 7.43%26.62%-20.14%19.16%
GSPCX Goldman Sachs Capital Growth Fund 6.64%24.78%-31.84%2.47%
GSPIX Goldman Sachs Capital Growth Fund 8.55%26.11%-25.05%14.47%
GSPRX Goldman Sachs Capital Growth Fund 6.76%25.78%-26.55%11.2%
GSPSX Goldman Sachs Capital Growth Fund 5.33%25.8%-26.44%11.39%
GSPTX Goldman Sachs Capital Growth Fund 6.93%25.93%-25.9%12.85%
GSPUX Goldman Sachs Capital Growth Fund 8.76%26.12%-25.06%14.46%
GTCEX Glenmede Strategic Equity Portfolio 3.18%2.73%-21.84%13.7%
GWILX Glenmede Women in Leadership US Equity Portfolio 4.5%11.26%-16.52%2.13%
GXXAX Aberdeen U.S. Sustainable Leaders Fund 5.83%14.75%-27.02%-6.83%
GXXCX Aberdeen U.S. Sustainable Leaders Fund 6.77%14.14%-27.71%-15.64%
GXXIX Aberdeen U.S. Sustainable Leaders Fund 5.9%14.86%-26.83%-3.92%
HCACX Hartford Capital Appreciation Fund 7.07%17.82%-25.15%-8.73%
HCAFX Hartford Capital Appreciation Fund 3.18%18.36%-22.46%-0.97%
HCAYX Hartford Capital Appreciation Fund 4.34%18.75%-21.48%1.86%
HCMDX HCM Tactical Growth Fund 6.64%32.05%-39.44%37.27%
HCMGX HCM Tactical Growth Fund 6.3%33.1%-38.98%38.36%
HCMIX HCM Tactical Growth Fund 6.96%33.39%-38.78%38.7%
HCMSX HCM Tactical Growth Fund 5.04%33.08%-38.96%38.34%
HEQCX Monteagle Opportunity Equity Fund -0.96%-10.33%-10.75%-3.7%
HEQFX Monteagle Opportunity Equity Fund -1.53%-12.93%-11.3%-5.72%
HFCIX Hennessy Focus Fund 0.64%-3.82%-34.35%12.64%
HFCSX Hennessy Focus Fund -4.23%-4.18%-34.6%12.23%
HGOCX Hartford Growth Opportunities Fund 16.59%39.49%-37.49%-46.68%
HGOFX Hartford Growth Opportunities Fund 18.23%41.12%-36.82%-12.18%
HGOIX Hartford Growth Opportunities Fund 19%40.98%-36.87%-12.39%
HGORX Hartford Growth Opportunities Fund 16.81%40.14%-37.26%-14.82%
HGOSX Hartford Growth Opportunities Fund 12.47%40.56%-37.06%-12.63%
HGOTX Hartford Growth Opportunities Fund 12.51%40.95%-36.88%-10.91%
HGOVX Hartford Growth Opportunities Fund 13.57%41.13%-36.82%-10.36%
HGOYX Hartford Growth Opportunities Fund 14.86%40.99%-36.88%-10.48%
HIOIX Fintrust Income and Opportunity Fund 4.34%15.35%-9.11%-6.94%
HROAX Fintrust Income and Opportunity Fund -0.28%14.89%-9.27%-7.23%
HSPCX Emerald Growth Fund 5.05%7.87%-32.55%-18.47%
HSPGX Emerald Growth Fund 1.24%11.3%-30.3%-13.56%
HSUAX Rational Dynamic Brands Fund 9.27%42.1%-40.89%0.89%
HSUCX Rational Dynamic Brands Fund 9.02%41.07%-42.29%-1.89%
HSUTX Rational Dynamic Brands Fund 7.39%42.5%-38.76%5.91%
HWAAX Hotchkis & Wiley Value Opportunities Fund 3.98%16.18%-10.26%18.04%
HWACX Hotchkis & Wiley Value Opportunities Fund 3.75%15.13%-11.02%16.73%
HWAIX Hotchkis & Wiley Value Opportunities Fund 2.15%16.18%-10.13%18.07%
HWCAX Hotchkis & Wiley Diversified Value Fund 5.17%17.14%-5.38%30.95%
HWCCX Hotchkis & Wiley Diversified Value Fund 3.59%17.71%-5.31%30.98%
HWCIX Hotchkis & Wiley Diversified Value Fund 7.04%17.06%-5.41%31.01%
IATAX Ivy Accumulative Fund 8.42%36.16%-70.41%-3.7%
IATCX Ivy Accumulative Fund 8.1%35.44%-77.08%-8.01%
IATIX Ivy Accumulative Fund 8.33%36.56%-69.94%-3.44%
IATNX Ivy Accumulative Fund 0%0%-44.33%-3.39%
IMANX Iman Fund 9.89%29.36%-30.78%-2.93%
IMSCX IMS Capital Value Fund 8.93%47.43%-30.11%8.6%
IPSHX Pinnacle Sherman Multi-Strategy Core Fund 4.17%18.85%-17.42%-6.46%
ITHAX Hartford Capital Appreciation Fund 6.79%18.32%-22.46%-1.09%
ITHIX Hartford Capital Appreciation Fund 6.85%18.38%-22.45%-0.97%
ITHRX Hartford Capital Appreciation Fund 3.91%18.48%-21.91%0.47%
ITHSX Hartford Capital Appreciation Fund 4.08%18.51%-21.63%1.4%
ITHTX Hartford Capital Appreciation Fund 4.18%18.56%-21.53%1.76%
ITHVX Hartford Capital Appreciation Fund 4.57%18.56%-21.51%1.86%
JAMRX Janus Henderson Research Fund 12.33%38.81%-30.23%5.89%
JCVCX John Hancock Classic Value Fund 2.48%11.36%-22.57%27.31%
JCVIX John Hancock Classic Value Fund 0.81%11.59%-22.34%27.5%
JCVSX John Hancock Classic Value Fund 0.69%11.56%-22.34%27.49%
JCVVX John Hancock Classic Value Fund -0.55%11.61%-22.33%27.52%
JCVWX John Hancock Classic Value Fund 0.86%11.61%-22.35%27.55%
JFACX John Hancock Fundamental All Cap Core Fund 1.82%34.22%-27.39%25.23%
JFAIX John Hancock Fundamental All Cap Core Fund 6.83%34.37%-26.96%26%
JFARX John Hancock Fundamental All Cap Core Fund 6.74%34.35%-27.1%25.74%
JFCAX John Hancock Fundamental All Cap Core Fund 5.17%34.24%-27.36%25.33%
JFCCX John Hancock Fundamental All Cap Core Fund 3.66%33.48%-28.1%24.22%
JFCIX John Hancock Fundamental All Cap Core Fund 4%34.3%-27.05%25.84%
JGACX JPMorgan Growth Advantage Fund 12.11%37.91%-30.92%1.24%
JGAQX JPMorgan Value Advantage Fund 4.39%1.94%-13.15%11.7%
JGASX JPMorgan Growth Advantage Fund 9.35%39.31%-30.32%6.25%
JGRJX JPMorgan Growth Advantage Fund 14.1%38.46%-30.69%4.76%
JGTTX JPMorgan Growth Advantage Fund 9.81%38.87%-30.54%5.25%
JGTUX JPMorgan Growth Advantage Fund 12.33%39.29%-30.33%6.28%
JGVRX JPMorgan Growth Advantage Fund 10.48%39.52%-30.21%6.86%
JGVVX JPMorgan Growth Advantage Fund 10.52%39.65%-30.13%7.14%
JNRFX Janus Henderson Research Fund 15.84%38.86%-30.26%6%
JNVIX Jensen Quality Value Fund 1.21%17.75%-17.89%24.45%
JNVSX Jensen Quality Value Fund 2.75%17.85%-17.99%24.52%
JPFAX JPMorgan Equity Focus Fund 0%24.23%-18.89%12.34%
JPFCX JPMorgan Equity Focus Fund 0%24.15%-19.27%11.03%
JPFRX JPMorgan Equity Focus Fund 0%24.55%-18.81%12.82%
JPFSX JPMorgan Equity Focus Fund 0%24.29%-18.83%12.84%
JRAAX Janus Henderson Research Fund 12.31%38.62%-30.27%5.66%
JRACX Janus Henderson Research Fund 15.53%37.25%-30.85%3.44%
JRAIX Janus Henderson Research Fund 11.04%38.86%-30.28%6.04%
JRANX Janus Henderson Research Fund 15.3%38.93%-30.3%6.12%
JRARX Janus Henderson Research Fund 15.09%37.92%-30.58%5.04%
JRASX Janus Henderson Research Fund 11.18%38.24%-30.41%5.14%
JSSSX Jackson Square All-Cap Growth Fund 0%0%-29.22%-32.72%
JVAAX JPMorgan Value Advantage Fund 4.46%2.18%-13.04%12.07%
JVACX JPMorgan Value Advantage Fund 4.31%2.35%-12.91%12.03%
JVAIX JPMorgan Value Advantage Fund 0.65%2.27%-12.91%12.24%
JVAPX JPMorgan Value Advantage Fund 4.45%2%-13.01%11.77%
JVAQX JPMorgan Value Advantage Fund 2.79%2.28%-12.09%12.76%
JVARX JPMorgan Value Advantage Fund 5.75%2.25%-12.96%12.26%
JVASX JPMorgan Value Advantage Fund 3.35%2.3%-12.92%12.22%
JVAYX JPMorgan Value Advantage Fund 4.14%2.25%-12.93%12.23%
KMVAX Kirr, Marbach Partners Value Fund 4.46%16.44%-18.9%24.05%
LAVFX Lord Abbett Fundamental Equity Fund 8.3%12.13%-14.02%14.36%
LAVPX Lord Abbett Fundamental Equity Fund 3.31%12.08%-14.15%14.21%
LAVQX Lord Abbett Fundamental Equity Fund 8.17%12.2%-14.18%14.25%
LAVRX Lord Abbett Fundamental Equity Fund 6.84%12.14%-14.13%14.29%
LAVSX Lord Abbett Fundamental Equity Fund 11.47%12.1%-14.04%14.49%
LAVTX Lord Abbett Fundamental Equity Fund 10.04%12.09%-13.99%14.64%
LAVVX Lord Abbett Fundamental Equity Fund 7.3%12.24%-13.89%14.8%
LAVYX Lord Abbett Fundamental Equity Fund 2.61%12.1%-14%14.65%
LDFOX Lord Abbett Fundamental Equity Fund 10.03%12.25%-13.9%14.81%
LDFVX Lord Abbett Fundamental Equity Fund 7.28%12.11%-14.03%14.58%
LEVIX Lazard US Equity Concentrated Portfolio 0.12%-42.61%-24.47%9.14%
LEVOX Lazard US Equity Concentrated Portfolio 1.49%-42.05%-24.4%9.29%
LGLAX Lord Abbett Growth Leaders Fund 16.1%32.97%-38.87%-11.96%
LGLCX Lord Abbett Growth Leaders Fund 18.49%31.94%-39.33%-14.99%
LGLFX Lord Abbett Growth Leaders Fund 14.02%33.28%-38.72%-11.17%
LGLIX Lord Abbett Growth Leaders Fund 16.19%33.29%-38.73%-11.03%
LGLOX Lord Abbett Growth Leaders Fund 16.2%33.32%-38.66%-10.84%
LGLQX Lord Abbett Growth Leaders Fund 15.97%32.47%-39.06%-12.83%
LGLRX Lord Abbett Growth Leaders Fund 16.01%32.59%-39.01%-12.74%
LGLSX Lord Abbett Growth Leaders Fund 16.13%32.95%-38.87%-11.96%
LGLUX Lord Abbett Growth Leaders Fund 16.19%33.27%-38.71%-11.02%
LGLVX Lord Abbett Growth Leaders Fund 16.2%33.37%-38.67%-10.86%
LGOAX Miller Opportunity Trust 9.05%39.27%-43.35%-4.35%
LGOFX Lord Abbett Growth Opportunities Fund 11.83%10.99%-32.49%-9.81%
LGOPX Lord Abbett Growth Opportunities Fund 14.31%10.59%-32.74%-11.78%
LGOQX Lord Abbett Growth Opportunities Fund 10.62%10.47%-32.84%-12.63%
LGORX Lord Abbett Growth Opportunities Fund 9.34%10.5%-32.75%-11.97%
LGOSX Lord Abbett Growth Opportunities Fund 8.61%10.86%-32.59%-10.88%
LGOTX Lord Abbett Growth Opportunities Fund 8.12%11.11%-32.42%-7.9%
LGOVX Lord Abbett Growth Opportunities Fund 9.48%11.19%-32.36%-7.7%
LGVAX ClearBridge Value Trust 4.55%5.69%-13.56%7.22%
LIMAX Lateef Focused Sustainable Growth Fund 5.45%25.73%-42.28%1.95%
LIMIX Lateef Focused Sustainable Growth Fund 8.32%26.03%-41.51%3.87%
LKEQX LKCM Equity Fund 4.42%11.04%-19.9%14.67%
LLPFX Longleaf Partners Fund 3.41%23.66%-26.4%14.17%
LMGAX Lord Abbett Growth Opportunities Fund 14.34%10.8%-32.59%-10.88%
LMGCX Lord Abbett Growth Opportunities Fund 11.29%10.04%-33.11%-20.97%
LMGYX Lord Abbett Growth Opportunities Fund 11.39%11.12%-32.42%-7.91%
LMNOX Miller Opportunity Trust 6.38%39.59%-42.74%-4.07%
LMNVX ClearBridge Value Trust 4.63%8.51%-12.17%10.61%
LMOFX Miller Opportunity Trust 9.13%39.19%-43.04%-4.39%
LMOPX Miller Opportunity Trust 6.09%38.1%-44.32%-5.15%
LMORX Miller Opportunity Trust 6.19%38.87%-43.38%-4.6%
LMPFX ClearBridge Aggressive Growth Fund 0.2%8.6%-35.06%-15.24%
LMVFX ClearBridge Value Trust 6.13%8.03%-12.39%10.05%
LMVRX ClearBridge Value Trust 6.05%8.21%-12.35%9.84%
LMVTX ClearBridge Value Trust 9.18%5.51%-13.67%6.85%
LOMGX Lord Abbett Growth Opportunities Fund 9.07%11.19%-32.38%-7.7%
LSISX ClearBridge All Cap Value Fund 7.68%9.3%-13.47%13.18%
LSLTX Leuthold Select Industries Fund 7.27%17.17%-14.63%22.24%
LSVEX LSV Value Equity Fund 2.24%4.52%-17.76%13.48%
LSVMX LSV US Managed Volatility Fund 4.79%-11.19%-12.19%13.39%
LVAEX LSV Value Equity Fund 9.9%4.54%-17.77%13.5%
LVAMX LSV US Managed Volatility Fund 3.96%-11.08%-12.08%13.36%
LYRBX Lyrical US Value Equity Fund 6.68%26.95%-21.58%29.76%
LYRIX Lyrical US Value Equity Fund 6.72%27.07%-21.61%29.94%
MABAX BlackRock Basic Value Fund, Inc 5.3%10.59%-14.04%2.64%
MASPX BlackRock Advantage US Total Market Fund, Inc 3.79%17.69%-17.41%-20.41%
MBVKX BlackRock Basic Value Fund, Inc 6.11%10.65%-14.04%2.64%
MCBAX BlackRock Basic Value Fund, Inc 1.98%8.1%-16.72%-1.94%
MCMVX Monongahela All Cap Value Fund 9.41%8.6%-11.89%13.7%
MCRTX Morgan Stanley Insight Fund 4.43%53.21%-71.85%-16.66%
MCSPX BlackRock Advantage US Total Market Fund, Inc 3.5%15.67%-18.72%-43.76%
MCSSX MainStay MacKay Common Stock Fund 4.82%16.85%-16.43%23.64%
MDBAX BlackRock Basic Value Fund, Inc 5.22%10.29%-14.23%2.31%
MDSPX BlackRock Advantage US Total Market Fund, Inc 0.28%17.55%-17.52%-22.1%
MEPAX MassMutual Premier Disciplined Value Fund 4.62%2.62%-16.18%9.53%
MEPSX MassMutual Premier Disciplined Value Fund 2.4%2.79%-16.06%10.01%
MFQAX AMG FQ Tax-Managed US Equity Fund 2.53%19.8%-25.19%-52.42%
MFQTX AMG FQ Tax-Managed US Equity Fund 5.13%19.83%-25.14%-52.41%
MGOCX MainStay MacKay Common Stock Fund 7.55%16.29%-17.39%21.48%
MISEX Midas Magic 6.72%29.89%-27.18%29.29%
MKSPX BlackRock Advantage US Total Market Fund, Inc 3.83%17.7%-17.4%-20.45%
MLVAX MFS Low Volatility Equity Fund 4.34%5.43%-20.9%18.93%
MLVBX MFS Low Volatility Equity Fund 4.29%5.44%-20.86%18.68%
MLVGX MFS Low Volatility Equity Fund 5.63%5.41%-20.95%18.64%
MLVHX MFS Low Volatility Equity Fund 3.84%5.48%-20.88%18.91%
MLVMX MFS Low Volatility Equity Fund 4.29%5.38%-20.87%18.64%
MLVOX MFS Low Volatility Equity Fund 3.45%5.51%-20.8%18.96%
MLVPX MFS Low Volatility Equity Fund 5.51%5.47%-20.87%18.98%
MLVRX MFS Low Volatility Equity Fund 3.46%5.42%-20.86%18.96%
MLVTX MFS Low Volatility Equity Fund 3.46%5.48%-20.89%18.95%
MNNAX Victory Munder Multi-Cap Fund 10.06%18.91%-29.46%21.59%
MNNCX Victory Munder Multi-Cap Fund 7.01%15.23%-34.05%16.22%
MNNYX Victory Munder Multi-Cap Fund 6.79%19.67%-28.33%23.26%
MNRMX Manor Investment Funds Manor Fund 7.27%12.65%-14.7%25.2%
MOPBX MainStay MacKay Common Stock Fund 4.16%16.32%-17.43%21.49%
MPGFX Mairs & Power Growth Fund 9.08%24.7%-27.41%19.45%
MPILX MassMutual Premier Disciplined Value Fund 8.35%2.89%-15.83%10.37%
MPINX MassMutual Premier Disciplined Value Fund 6.81%3.31%-16.19%9.74%
MPIRX MassMutual Premier Disciplined Value Fund 5.25%4.14%-16.4%9.47%
MPIVX MassMutual Premier Disciplined Value Fund 5.38%2.8%-16.13%9.98%
MRBVX BlackRock Basic Value Fund, Inc 5.11%9.27%-15.45%0.3%
MRERX MFS Core Equity Fund 4.5%19.54%-20.28%16.13%
MRFOX Marshfield Concentrated Opportunity Fund 8.96%17.13%4.69%10.19%
MRGAX MFS Core Equity Fund 7.39%19.73%-20.19%16.48%
MRGBX MFS Core Equity Fund 8.82%18.98%-20.98%14.41%
MRGCX MFS Core Equity Fund 4.75%18.71%-21.02%14.27%
MRGGX MFS Core Equity Fund 7.14%18.67%-21.09%14.28%
MRGHX MFS Core Equity Fund 7.37%19.74%-20.19%16.49%
MRGJX MFS Core Equity Fund 7.45%19.91%-20.16%16.62%
MRGKX MFS Core Equity Fund 7.49%20.12%-19.96%17.08%
MRGRX MFS Core Equity Fund 8.6%20.08%-19.98%17.04%
MRSPX BlackRock Advantage US Total Market Fund, Inc 5.47%16.46%-18.26%-36.71%
MSCMX Morgan Stanley Insight Fund 0.99%51.34%-82.69%-25.64%
MSEFX PartnerSelect Equity Fund -1.33%12.63%-43.14%0.97%
MSOAX MainStay MacKay Common Stock Fund 5.25%16.88%-16.45%23.85%
MSOIX MainStay MacKay Common Stock Fund 5.36%16.89%-16.45%24.03%
MSOSX MainStay MacKay Common Stock Fund 5.21%16.72%-16.57%23.45%
MUHLX Muhlenkamp Fund 4.44%12.92%-3.67%19.71%
MUTHX Franklin Mutual Shares Fund 3.1%7.31%-15.61%6.95%
MVEIX Monteagle Select Value Fund 4.22%6%-14.82%22.51%
MVISX Miller Opportunity Trust 6.4%39.67%-42.81%-4.04%
MVPFX Marathon Value Portfolio 0%0%-64.55%14.65%
MXEBX Great-West Core Strategies US Equity Fund 8.15%18.16%-21.06%14.22%
MXXIX Marsico 21st Century Fund 8.96%20.23%-31.84%-2.07%
MXXVX Matthew 25 Fund 3.65%26.12%-34.98%8.99%
NBFAX Neuberger Berman Focus Fund 6.62%23.09%-32.01%-0.3%
NBFCX Neuberger Berman Focus Fund 9.2%23.02%-31.9%-0.03%
NBSLX Neuberger Berman Sustainable Equity Fund 8.89%15.38%-26.01%11.45%
NBSRX Neuberger Berman Sustainable Equity Fund 12.15%15.36%-26%11.49%
NBSSX Neuberger Berman Focus Fund 10.99%23%-31.78%0.24%
NBSTX Neuberger Berman Sustainable Equity Fund 10.18%15.29%-26.09%11.49%
NCAVX Nuance Concentrated Value Fund -3.76%7.84%-16.43%-6.59%
NCVLX Nuance Concentrated Value Fund -3.75%7.93%-16.49%-6.65%
NEEGX Needham Growth Fund 24.07%26.85%-34.8%19.7%
NEEIX Needham Growth Fund 20.74%27.3%-34.45%20.4%
NEFFX American Funds New Economy Fund 8.83%24.1%-29.63%4.18%
NFAAX Neuberger Berman Focus Fund 7.56%23.06%-31.91%-0.1%
NFACX Neuberger Berman Focus Fund 7.35%22.55%-32.41%-1.37%
NFALX Neuberger Berman Focus Fund 10.83%23.08%-31.81%0.44%
NICSX Nicholas Fund 8.27%25.05%-19.9%12.17%
NMUAX Neuberger Berman Multi-Cap Opportunities Fund 5.6%-4.06%-36.27%-6.35%
NMUCX Neuberger Berman Multi-Cap Opportunities Fund 6.32%-5.84%-37.35%-7.55%
NMULX Neuberger Berman Multi-Cap Opportunities Fund 6.74%-3.84%-36.2%-6.3%
NQCFX NorthQuest Capital Fund 6.47%26.06%-26.92%24.62%
NQVAX Nuveen NWQ Multi-Cap Value Fund -0.52%14.44%-2.42%26.67%
NQVCX Nuveen NWQ Multi-Cap Value Fund 3.27%14.38%-2.45%25.73%
NQVRX Nuveen NWQ Multi-Cap Value Fund 5.91%14.46%-2.42%27.01%
NRAAX Neuberger Berman Sustainable Equity Fund 12.1%15.26%-26.13%11.45%
NRACX Neuberger Berman Sustainable Equity Fund 11.47%14.21%-26.82%10.79%
NRARX Neuberger Berman Sustainable Equity Fund 8.71%15.07%-26.32%11.49%
NRSRX Neuberger Berman Sustainable Equity Fund 10.32%15.39%-26.03%11.43%
NUESX Northern Northern US Quality ESG Fund 4.32%23.07%-21.65%23.69%
NWADX Nationwide Loomis All Cap Growth Fund 10.47%34.82%-33.31%5.35%
NWZLX Nationwide Loomis All Cap Growth Fund 9.58%34.06%-33.62%4.74%
NWZMX Nationwide Loomis All Cap Growth Fund 10.68%35.07%-33.26%5.4%
NWZNX Nationwide Loomis All Cap Growth Fund 8.94%34.99%-33.28%5.42%
OAKLX Oakmark Select Fund 0.71%42.27%-22.97%33.66%
OANLX Oakmark Select Fund 0.26%42.28%-22.99%33.67%
OAYLX Oakmark Select Fund -0.48%42.29%-23%33.64%
OFVIX OShaughnessy Market Leaders Value Fund 0.84%12.97%-12.94%28.09%
OMSCX Invesco Main Street All Cap Fund 6.96%19.46%-25.2%4.88%
OMSNX Invesco Main Street All Cap Fund 6.98%20.6%-24.44%6.94%
OMSOX Invesco Main Street All Cap Fund 10.31%21.05%-24.12%7.55%
OMSYX Invesco Main Street All Cap Fund 6.91%21.25%-23.99%8.14%
OSTFX Osterweis Fund 7.17%17.83%-27.46%7.88%
OWACX Old Westbury All Cap Core Fund 10.45%16.05%-24.04%18.64%
PAGDX Permanent Portfolio Aggressive Growth Portfolio 15.31%34.61%-31.33%16.61%
PAGHX Permanent Portfolio Aggressive Growth Portfolio 15.07%33.33%-32.12%15.39%
PAGRX Permanent Portfolio Aggressive Growth Portfolio 15.38%34.74%-31.31%16.87%
PARWX Parnassus Endeavor Fund 4.02%11.64%-16.21%11.84%
PAWAX T. Rowe Price New America Growth Fund 12.97%22.4%-23.95%-0.71%
PCAFX Prospector Capital Appreciation Fund 3.27%7.94%-9.31%8.47%
PCAMX Principal Capital Appreciation Fund 7.16%24.17%-16.96%15.91%
PCAOX Principal Capital Appreciation Fund 9.36%24.03%-16.94%16.01%
PCAPX Principal Capital Appreciation Fund 8.03%24.14%-16.93%16.3%
PCAQX Principal Capital Appreciation Fund 11.47%24.18%-16.95%16.39%
PFPWX Parnassus Endeavor Fund 8.37%11.64%-16.16%11.87%
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund 4.36%19.04%-22.21%12.07%
PLBEX Plumb Equity Fund 12.12%42.77%-39.74%-18.01%
PMPCX Putnam Sustainable Future Fund 9.53%27.72%-34.44%-12.36%
PMVAX Putnam Sustainable Future Fund 9.8%28.6%-33.93%-9.12%
PMVBX Putnam Sustainable Future Fund 9.55%27.69%-34.42%-12.32%
PMVRX Putnam Sustainable Future Fund 7.6%28.33%-34.1%-10.06%
PMVYX Putnam Sustainable Future Fund 9.84%28.99%-33.8%-8.74%
PMYAX Putnam Multi-Cap Core Fund 7.52%24.56%-19.99%19.23%
PMYBX Putnam Multi-Cap Core Fund 5.07%24.42%-20.73%18.79%
PMYCX Putnam Multi-Cap Core Fund 7.02%24.33%-20.75%18.8%
PMYTX Putnam Multi-Cap Core Fund 7.63%24.6%-19.97%19.32%
PMYYX Putnam Multi-Cap Core Fund 7.3%24.58%-19.98%19.33%
PMYZX Putnam Multi-Cap Core Fund 8.69%24.27%-20.19%19%
PNAIX T. Rowe Price New America Growth Fund 13.1%22.69%-23.7%-0.09%
PNOBX Putnam Sustainable Leaders Fund 9.27%19.58%-32.17%4.16%
PNOCX Putnam Sustainable Leaders Fund 12.34%20.44%-31%6.24%
PNOPX Putnam Sustainable Leaders Fund 12.52%22.45%-28.59%10.05%
PNORX Putnam Sustainable Leaders Fund 8.2%22.1%-29.07%9.65%
PNOTX Putnam Sustainable Future Fund 6.04%29.13%-33.68%-8.63%
PNOYX Putnam Sustainable Leaders Fund 11.13%22.91%-27.83%11.23%
POAGX PRIMECAP Odyssey Aggressive Growth Fund -0.16%18.37%-31.24%-1.77%
POGRX PRIMECAP Odyssey Growth Fund 3.51%9.09%-23.65%3.98%
POGSX Pin Oak Equity Fund 7.6%17.53%-25.21%9.44%
POMIX T. Rowe Price Total Equity Market Index Fund 8.88%24.54%-20.78%23.49%
PREFX T. Rowe Price Tax-Efficient Equity Fund 9.43%36.14%-31.1%19.69%
PRSGX T. Rowe Price Spectrum Diversified Equity Fund 5.21%15.16%-26.4%13.07%
PRWAX T. Rowe Price New America Growth Fund 13.04%22.7%-23.67%-0.1%
PSLGX Putnam Sustainable Leaders Fund 11.16%22.93%-27.75%11.28%
PWCIX Principal Capital Appreciation Fund 9.54%24.23%-16.95%16.52%
PWGIX Pax ESG Beta Quality Fund 6.88%17.71%-23.85%7.06%
PXGAX Pax ESG Beta Quality Fund 3.57%17.27%-24.11%6.2%
PXWGX Pax ESG Beta Quality Fund 6.8%17.3%-24.09%6.31%
PZFVX John Hancock Classic Value Fund -0.63%11.55%-22.35%27.52%
QAACX Federated Hermes MDT All Cap Core Fund 9.4%21.71%-22.56%10.52%
QAGIX Quaker Impact Growth Fund 0.17%21.91%-33.48%8.64%
QCACX Federated Hermes MDT All Cap Core Fund 12.71%21.16%-23.69%8.13%
QIACX Federated Hermes MDT All Cap Core Fund 13.62%21.78%-22.38%10.88%
QKACX Federated Hermes MDT All Cap Core Fund 7.24%21.75%-22.59%10.5%
QMORX AQR Large Cap Momentum Style Fund 12.83%3.3%-26.1%6.38%
QUAGX Quaker Impact Growth Fund -0.72%21.64%-34.65%7.41%
QWVPX Clearwater Core Equity Fund 11.11%23.92%-17.76%23.41%
RCKSX Rock Oak Core Growth Fund 4.23%14.75%-18.89%5.37%
REDWX Aspiration Redwood Fund 5.37%22.69%-22.17%15.16%
REQAX Russell Investments Sustainable Equity Fund 5.13%11.34%-23.66%1.35%
RESGX Glenmede Responsible ESG US Equity Portfolio 1.62%5.87%-20.97%14.79%
RGRYX Victory RS Growth Fund 13.01%44.85%-34.48%10.23%
RGWCX Victory RS Growth Fund 10.31%43.17%-35.76%6.06%
RIVBX Riverbridge Growth Fund 7.82%32.04%-30.7%4.75%
RIVRX Riverbridge Growth Fund 3.94%31.71%-30.87%4.39%
RLUEX Lazard US Equity Concentrated Portfolio -0.12%-42.06%-24.44%9.23%
RMBGX RMB Fund 1.44%19.74%-27.65%22.86%
RMBHX RMB Fund 2.59%19.37%-27.87%22.52%
RMBJX RMB Fund 1.15%17.89%-30.37%19.66%
RNGAX American Funds New Economy Fund 8.53%22.81%-30.18%2.22%
RNGBX American Funds New Economy Fund 10.81%22.84%-30.22%2.28%
RNGCX American Funds New Economy Fund 10.94%23.82%-29.88%3.34%
RNGEX American Funds New Economy Fund 7.15%24.01%-29.66%3.82%
RNGFX American Funds New Economy Fund 11.12%24.18%-29.63%4.31%
RNGGX American Funds New Economy Fund 7.27%24.13%-29.64%4.31%
RNGHX American Funds New Economy Fund 8.81%24.08%-29.64%4.08%
RNNEX American Funds New Economy Fund 10.61%23.65%-30%3.19%
RPEAX Davis Opportunity Fund 2.18%14.69%-20.71%14.29%
RSGKX Victory RS Growth Fund 13.19%43.53%-35.36%7.68%
RSGRX Victory RS Growth Fund 12.5%44.43%-34.74%9.65%
RTDAX Russell Multifactor US Equity Fund 4.86%19.21%-21.29%19.11%
SAALX SA US Core Market Fund 0%0%-19%16.22%
SABTX SA US Value Fund 6.9%9.95%-13.13%21.66%
SAGAX Virtus Zevenbergen Innovative Growth Stock Fund 5.86%65.15%-57.27%-10.14%
SAMKX SA US Core Market Fund 7.51%24.73%-23.4%16.27%
SAVLX SA US Value Fund 0%0%-8.5%21.6%
SBHAX Segall Bryant & Hamill All Cap Fund 7.24%9.11%-25.65%15.88%
SCATX Virtus Zevenbergen Innovative Growth Stock Fund 10.11%65.58%-57.04%-9.93%
SEHAX SEI US Equity Factor Allocation Fund 8.58%20.48%-25.27%6.87%
SEQUX Sequoia Fund 8.95%27.83%-32.58%9.06%
SEVIX SEI US Managed Volatility Fund 3.49%-8.94%-10.8%-0.23%
SGFCX Sparrow Growth Fund 8.97%16.45%-36.74%-11.45%
SGFFX Sparrow Growth Fund 9.11%17.02%-35.33%-11%
SGNFX Sparrow Growth Fund 11.09%17.65%-35.22%-10.56%
SGRAX Wells Fargo Growth Fund 11.14%19.5%-41.39%-13.6%
SGRHX Wells Fargo Growth Fund 15.02%24.93%-39.72%-7.28%
SGRKX Wells Fargo Growth Fund 13.03%23.01%-40.36%-9.56%
SGRNX Wells Fargo Growth Fund 13.09%24.8%-39.77%-7.42%
SHXIX American Beacon Shapiro Equity Opportunities Fund 6.34%11.81%-25.09%16.15%
SHXPX American Beacon Shapiro Equity Opportunities Fund 4.05%11.88%-25.24%16.18%
SHXYX American Beacon Shapiro Equity Opportunities Fund 8.56%11.77%-25.16%16.11%
SMIFX Sound Mind Investing Fund 4.67%3.38%-9.8%-24.13%
SMISX Invesco Summit Fund 13.26%37.08%-38.96%-7.59%
SMITX Invesco Summit Fund 15.34%36.91%-39%-7.71%
SMMIX Invesco Summit Fund 13.21%36.82%-39.08%-7.84%
SMMSX Invesco Summit Fund 14.7%36.75%-39.2%-8.1%
SMVLX Smead Value Fund 1.87%15.26%-4.46%37.03%
SOPVX Wells Fargo Opportunity Fund 3.19%21.32%-28.48%10.99%
SRIAX Gabelli ESG Fund, Inc 4.15%7.37%-22.56%6.35%
SRICX Gabelli ESG Fund, Inc 4.12%7.16%-22.73%4.43%
SRIDX Gabelli ESG Fund, Inc 4.15%7.43%-22.47%6.84%
SRIGX Gabelli ESG Fund, Inc 2.23%7.36%-22.53%6.34%
SRVEX Victory Diversified Stock Fund 9.14%12.73%-26.08%17.91%
SSHFX Sound Shore Fund 4.9%12.31%-14.7%-2.7%
SSHVX Sound Shore Fund 13.62%12.51%-14.58%-2.4%
SSVSX Victory Special Value Fund 6.87%13.36%-26.52%14.99%
STRSX Sterling Capital Special Opportunities Fund 2.51%5.53%-25.67%13.79%
STVYX SEI Tax-Managed Managed Volatility Fund 5.94%-6.79%-9.03%18.27%
SUSYX SEI US Managed Volatility Fund 3.49%-8.94%-10.81%-0.29%
SVFAX Smead Value Fund 9.71%15.21%-4.52%36.89%
SVFDX Smead Value Fund 5.47%16.96%-4.66%37.05%
SVFFX Smead Value Fund 2.18%15.26%-4.49%37.04%
SVFKX Smead Value Fund 7.8%14.85%-4.35%37.03%
SVFYX Smead Value Fund 7.2%15.26%-4.49%37.09%
SVOAX SEI US Managed Volatility Fund 5.19%-8.88%-10.81%-0.29%
SVYAX SEI US Managed Volatility Fund 4.24%-7.82%-11.51%-1.26%
SWANX Schwab Core Equity Fund 9.66%19.3%-29.27%-1.41%
SWEGX Schwab MarketTrack All Equity Portfolio 3.37%17.6%-20.23%18.09%
SWTSX Schwab Total Stock Market Index Fund 4.98%24.23%-20.78%23.8%
TCCHX TIAA-CREF Social Choice Low Carbon Equity Fund 5.34%21.03%-19.62%18.95%
TCEPX TIAA-CREF Equity Index Fund 5.27%24.07%-20.63%23.04%
TCGCX Thornburg Small/Mid Cap Growth 11.63%18.52%-34.82%-43.28%
TCGRX Thornburg Small/Mid Cap Growth 4.18%19.68%-34.16%-36.02%
TEEFX T. Rowe Price Tax-Efficient Equity Fund 8.4%36.24%-31.08%19.79%
TEIHX TIAA-CREF Equity Index Fund 8.82%24%-20.58%22.97%
TEMTX Franklin Mutual Shares Fund 2.78%8.34%-15.7%6.91%
TESIX Franklin Mutual Shares Fund 6.25%7.19%-15.74%6.83%
TESRX Franklin Mutual Shares Fund 1.95%7.17%-15.76%6.77%
TEWCX TIAA-CREF Social Choice Low Carbon Equity Fund 5.32%20.92%-19.64%18.96%
TFCGX Taylor Frigon Core Growth Fund 6.57%20.16%-48.26%0.3%
TFFCX Touchstone Focused Fund 5.62%22.59%-21.77%17.99%
TFFIX Touchstone Focused Fund 3.46%23.6%-20.71%19.79%
TFFYX Touchstone Focused Fund 6.46%23.57%-20.74%19.73%
TFOAX Touchstone Focused Fund 2.7%23.68%-20.91%19.45%
TGFRX TANAKA Growth Fund 2.49%50.24%-22.71%17.92%
TGUNX TCW New America Premier Equities Fund 5.31%31.29%-22.26%7.93%
TGUSX TCW New America Premier Equities Fund 8.13%31.54%-22.05%8.28%
TGVCX Touchstone Growth Opportunities Fund 10.1%37.86%3.23%-3.23%
TGVFX Touchstone Growth Opportunities Fund 14.05%38.92%-30.22%4.5%
TGVVX Touchstone Growth Opportunities Fund 14.14%39.7%-30.04%6.09%
TGVYX Touchstone Growth Opportunities Fund 10.49%39.5%-30.08%5.63%
THCGX Thornburg Small/Mid Cap Growth 9.89%19.56%-34.19%-36.03%
THCRX Thornburg Small/Mid Cap Growth 9.9%19.54%-34.21%-36.56%
THGRX Thornburg Small/Mid Cap Growth 7.73%20.19%-33.88%-33.04%
THIGX Thornburg Small/Mid Cap Growth 12.05%20.15%-33.87%-33%
TICHX TIAA-CREF Social Choice Equity Fund 7.31%15.69%-21.61%15.37%
TICRX TIAA-CREF Social Choice Equity Fund 5.54%14.61%-22.18%13.87%
TIEIX TIAA-CREF Equity Index Fund 7.01%24.01%-20.59%23.03%
TIHGX Investment House Growth Fund 11.96%49.26%-37.04%21.26%
TINRX TIAA-CREF Equity Index Fund 8.97%24.05%-20.57%23.05%
TIQRX TIAA-CREF Equity Index Fund 8.56%24.02%-20.55%23.02%
TISCX TIAA-CREF Social Choice Equity Fund 5.63%15.68%-21.59%15.36%
TLGAX Timothy Plan Large-Mid-Cap Growth Fund 7.9%16.89%-28.67%21.57%
TLGCX Timothy Plan Large-Mid-Cap Growth Fund 6.08%13.34%-31.47%18.53%
TLVAX Timothy Plan Large-Mid-Cap Value Fund 6.76%12.19%-16.26%21.45%
TLVCX Timothy Plan Large-Mid-Cap Value Fund 8.05%11.68%-18.32%18.66%
TLWCX TIAA-CREF Social Choice Low Carbon Equity Fund 5.31%20.97%-19.67%18.93%
TMMAX SEI Tax-Managed Managed Volatility Fund 5.32%-6.79%-8.98%18.27%
TMVIX Timothy Plan Large-Mid-Cap Value Fund 6.81%12.24%-16.2%21.7%
TNWCX TIAA-CREF Social Choice Low Carbon Equity Fund 7.09%21.01%-19.65%19%
TORLX Toreador Core Fund 8.17%6.99%-18.98%-16.01%
TORZX Toreador Core Fund 4.92%7.1%-19.18%-15.45%
TPLIX Timothy Plan Large-Mid-Cap Growth Fund 8.06%17.16%-28.26%22.15%
TPWCX TIAA-CREF Social Choice Low Carbon Equity Fund 3.98%21.02%-19.61%19.02%
TQMVX T. Rowe Price QM US Value Equity Fund 9.19%3.97%-9.05%25.63%
TQVAX T. Rowe Price QM US Value Equity Fund 9.12%5.16%-8.97%25.5%
TQVIX T. Rowe Price QM US Value Equity Fund 10.82%4.01%-8.95%25.59%
TRPSX TIAA-CREF Social Choice Equity Fund 2.96%15.79%-21.61%15.29%
TRSCX TIAA-CREF Social Choice Equity Fund 5.59%15.82%-21.51%15.5%
TSGAX Timothy Plan Strategic Growth Fund 0.65%5.94%-19.49%6.56%
TSGCX Timothy Plan Strategic Growth Fund 2.27%6.02%-20.51%5.38%
TSWEX TS&W Equity Portfolio 2.23%-1.8%-10.18%10.3%
TVAFX Thornburg Small/Mid Cap Core Fund 5.39%13.14%-19.59%-16%
TVCFX Thornburg Small/Mid Cap Core Fund 3.38%12.04%-20.32%-19.77%
TVFRX Guggenheim Directional Allocation Fund 7.1%8.76%-18.06%10.38%
TVIFX Thornburg Small/Mid Cap Core Fund 5.52%13.61%-19.6%-15.01%
TVIRX Thornburg Small/Mid Cap Core Fund 4.14%13.32%-19.61%-15.76%
TVRFX Thornburg Small/Mid Cap Core Fund 5.42%13.19%-19.58%-16.13%
TVRRX Thornburg Small/Mid Cap Core Fund 2.81%13.6%-19.6%-15.04%
UAVAX USAA Value Fund 11.37%12.28%-12.45%21.26%
UIVAX USAA Value Fund 6.84%12.5%-12.64%18.56%
UVALX USAA Value Fund 10.95%12.51%-12.7%18.63%
VADAX Invesco Equally-Weighted S&P 500 Fund 3.03%8.19%-18.89%17.18%
VADCX Invesco Equally-Weighted S&P 500 Fund 1.89%7.92%-19.69%16.6%
VADDX Invesco Equally-Weighted S&P 500 Fund 1.62%8.29%-18.67%17.35%
VADFX Invesco Equally-Weighted S&P 500 Fund 3.13%8.3%-18.59%17.36%
VADRX Invesco Equally-Weighted S&P 500 Fund 2.95%8.14%-19.07%17.11%
VAGGX Delaware Select Growth Fund 5.18%37.18%-50.26%-1.58%
VALAX Al Frank Fund 5.18%7.28%-20.23%16.85%
VALSX Value Line Select Growth Fund, Inc. 5.37%19.17%-28.97%7.92%
VALUX Al Frank Fund 0%0%-4.75%16.81%
VAPAX Virtus FORT Trend Fund 0%-3.31%-11.03%2.05%
VAPCX Virtus FORT Trend Fund 0%-3.73%-11.8%1.3%
VAPIX Virtus FORT Trend Fund 0%-3.23%-10.81%2.35%
VASVX Vanguard Selected Value Fund 0.42%15.69%-18.5%17.98%
VDEQX Vanguard Diversified Equity Fund 6.85%21.85%-31.48%13.62%
VDSCX Victory Diversified Stock Fund 5.31%10.01%-27.41%15.1%
VDSIX Victory Diversified Stock Fund 7.62%12.8%-26.09%18.1%
VDSRX Victory Diversified Stock Fund 9.23%12.84%-26.1%18.19%
VDSYX Victory Diversified Stock Fund 10.38%12.77%-26.08%18.11%
VFMFX Vanguard US Multifactor Fund 6.6%15.76%-7.78%28.9%
VFPIX Private Capital Management Value Fund -3.51%6.38%-4.41%20.28%
VHCAX Vanguard Capital Opportunity Fund 5.4%22.65%-24.53%9.06%
VHCOX Vanguard Capital Opportunity Fund 7.65%22.65%-24.52%9.1%
VHIAX JPMorgan Growth Advantage Fund 12.27%38.89%-30.52%5.27%
VITNX Vanguard Institutional Total Stock Market Index Fund 4.92%22.85%-23.99%19.25%
VITPX Vanguard Institutional Total Stock Market Index Fund 4.72%22.86%-23.99%19.24%
VITSX Vanguard Total Stock Market Index Fund 8%24.55%-20.8%24.1%
VRPAX Virtus FORT Trend Fund 0%-3.13%-10.79%2.46%
VRTTX Vanguard Russell 3000 Index Fund 6.7%23.9%-20.46%23.96%
VSMPX Vanguard Total Stock Market Index Fund 6.19%24.57%-20.8%24.09%
VSPIX Victory Special Value Fund 10.32%13.83%-26.21%15.52%
VSTSX Vanguard Total Stock Market Index Fund 4.08%24.58%-20.79%24.09%
VSVCX Victory Special Value Fund 11.26%9.57%-28.82%10.51%
VSVGX Victory Special Value Fund 9.01%12.05%-27.35%13.47%
VSVYX Victory Special Value Fund 12.12%13.84%-26.32%15.41%
VTCIX Vanguard Tax-Managed Capital Appreciation Fund 7.16%24.92%-20.21%25.45%
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 7.15%24.92%-20.21%25.45%
VTSAX Vanguard Total Stock Market Index Fund 6.18%24.57%-20.81%24.09%
VTSMX Vanguard Total Stock Market Index Fund 6.18%24.56%-20.79%24.09%
VTUIX Vontobel US Equity Institutional Fund 2.86%24.4%-19.31%8.15%
VVOAX Invesco Value Opportunities Fund 9.65%12.51%-7.57%24.2%
VVOCX Invesco Value Opportunities Fund 9.46%11.37%-8.49%23.11%
VVONX Invesco Value Opportunities Fund 1.94%12.91%-7.42%24.03%
VVORX Invesco Value Opportunities Fund 9.55%12.19%-7.68%24%
VVOSX Invesco Value Opportunities Fund 8.64%12.95%-7.42%24.08%
VWNDX Vanguard Windsor Fund 1.35%6.07%-16.25%14.21%
VWNEX Vanguard Windsor Fund 0.86%6.06%-16.26%14.22%
WBGSX William Blair Growth Fund 5.77%22.01%-32.68%5.92%
WDSCX Wells Fargo Discovery Fund 7.24%19.21%-39.53%-38.85%
WFDAX Wells Fargo Discovery Fund 5.59%20.13%-38.75%-31.9%
WFDDX Wells Fargo Discovery Fund 2.19%20.25%-38.62%-30.58%
WFDRX Wells Fargo Discovery Fund 7.63%20.62%-38.35%-28.34%
WFDSX Wells Fargo Discovery Fund 9.63%20.52%-38.43%-28.65%
WFIVX Wilshire 5000 Index Fund 4.52%20.86%-22.86%16.95%
WFOPX Wells Fargo Opportunity Fund 6.21%19.75%-29.75%8.89%
WGFCX Wells Fargo Growth Fund 13.77%5.74%-44.95%-25.78%
WINDX Wilshire 5000 Index Fund 8.42%20.89%-22.88%16.98%
WLVDX Wells Fargo Low Volatility US Equity Fund 0%0%-20.63%-32.44%
WLVJX Wells Fargo Low Volatility US Equity Fund 0%0%-20.35%-32.28%
WLVKX Wells Fargo Low Volatility US Equity Fund 0%0%-20.64%-32.96%
WLVLX Wells Fargo Low Volatility US Equity Fund 0%0%-20.37%-32.47%
WLVOX Wells Fargo Low Volatility US Equity Fund 0%0%-20.61%-32.91%
WOFDX Wells Fargo Opportunity Fund 4.9%22.2%-27.44%12.64%
WOFNX Wells Fargo Opportunity Fund 3.32%22.64%-27.07%13.18%
WPASX AB Concentrated Growth Fund 5.06%18.21%-26.26%18.22%
WPCSX AB Concentrated Growth Fund 5.33%17.37%-26.92%16.46%
WPRSX AB Concentrated Growth Fund 3.31%17.92%-26.57%17.42%
WPSGX AB Concentrated Growth Fund 5.14%18.26%-26.03%18.67%
WPSIX AB Concentrated Growth Fund 3.98%18.14%-26.06%18.71%
WPSKX AB Concentrated Growth Fund 5.48%18.1%-26.21%18.18%
WPSZX AB Concentrated Growth Fund 4.01%18.35%-26.01%18.69%
WPVIX Weitz Partners Value Fund 7.45%15.93%-26.2%16.09%
WPVLX Weitz Partners Value Fund 6.04%15.66%-26.47%15.69%
ZVGIX Zevenbergen Genea Fund 1.15%71.91%-58.75%-4.03%
ZVGNX Zevenbergen Genea Fund 4.7%71.41%-58.89%-4.33%
ZVNBX Zevenbergen Growth Fund 11.63%63.92%-54.79%-10.86%
ZVNIX Zevenbergen Growth Fund 2.29%64.41%-54.65%-10.58%