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

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Category Average Return
Ticker Fund 2025
YTD
2024
2023
2022
ABVAX AB Value Fund 0%5.61%12.95%-17.78%
ACGCX American Century Disciplined Core Value Fund 0%5.84%6.66%-14.21%
ADCCX American Century Disciplined Growth Fund 0%11.48%41.65%-32.14%
ADCIX American Century Disciplined Growth Fund 0%9.1%43.27%-31.44%
ADCVX American Century Disciplined Growth Fund 0%10.16%42.72%-31.63%
ADCYX American Century Disciplined Growth Fund 0%8.3%43.35%-31.44%
ADGAX AB Core Opportunities Fund, Inc 0%11.15%15.25%-23.73%
ADGCX AB Core Opportunities Fund, Inc 0%8.59%12.49%-27.05%
ADGGX American Century Disciplined Growth Fund 0%9.22%43.22%-31.41%
ADGIX AB Core Opportunities Fund, Inc 0%6.65%15.7%-23.17%
ADGKX AB Core Opportunities Fund, Inc 0%8.9%15.38%-23.59%
ADGRX AB Core Opportunities Fund, Inc 0%8.8%14.86%-24.34%
ADGYX AB Core Opportunities Fund, Inc 0%12.44%15.6%-23.31%
ADGZX AB Core Opportunities Fund, Inc 0%9.01%15.65%-23.11%
ADOAX ACM Dynamic Opportunity Fund 0%11.57%5.31%-18.41%
ADOIX ACM Dynamic Opportunity Fund 0%11.7%5.33%-18.14%
ADRRX American Century Disciplined Growth Fund 0%10.04%42.4%-31.82%
ADSIX American Century Disciplined Growth Fund 0%10.23%43.01%-31.44%
ADVGX Advisory Research All Cap Value Fund 0%0.88%19.91%-18.63%
AFAVX AMG River Road Focused Absolute Value Fund 0%7.73%9.4%-17.02%
AGFIX AB Growth Fund 0%10.37%29.28%-30.39%
AGFKX AB Growth Fund 0%13.87%27.91%-30.79%
AGFRX AB Growth Fund 0%10.21%27.01%-31.07%
AGRCX AB Growth Fund 0%13.66%5.67%-33.75%
AGRFX AB Growth Fund 0%10.59%28.2%-30.76%
AGRYX AB Growth Fund 0%13.86%29.69%-30.44%
AICGX American Century Disciplined Core Value Fund 0%9.05%6.66%-14.2%
AICRX American Century Disciplined Core Value Fund 0%4.71%6.69%-14.22%
AKREX Akre Focus Fund 0%2.2%23.8%-27.73%
AKRIX Akre Focus Fund 0%4.74%24.32%-27.38%
AKRSX Akre Focus Fund 0%3.57%24.45%-27.29%
AMADX American Century Disciplined Core Value Fund 0%5.91%6.67%-14.22%
AMAGX Amana Growth Fund 0%9.21%24.84%-22.21%
AMFEX AAMA Equity Fund 0%3.75%16.25%-18.07%
AMGIX American Century Disciplined Core Value Fund 0%9.05%6.7%-14.21%
AMIGX Amana Growth Fund 0%9.51%24.95%-22.2%
AMOMX AQR Large Cap Momentum Style Fund 0%12.85%3.39%-26.08%
AMONX AQR Large Cap Momentum Style Fund 0%8.68%3.27%-26.04%
ANDGX American Century NT Disciplined Growth Fund 0%0%0%-22.63%
ANEFX American Funds New Economy Fund 0%7.15%24.07%-29.67%
ANFCX American Funds New Economy Fund 0%8.52%22.54%-30.19%
ANFFX American Funds New Economy Fund 0%11.02%24.11%-29.69%
ANTDX American Century NT Disciplined Growth Fund 0%0%0%-22.91%
APDLX Artisan Value Fund 0%1.68%17.76%-22.46%
APHLX Artisan Value Fund 0%6.66%17.84%-22.51%
APSHX Pinnacle Sherman Multi-Strategy Core Fund 0%2.41%18.52%-17.61%
AQEIX LKCM Aquinas Catholic Equity Fund 0%4.18%11.16%-22.9%
ARRFX AMG River Road Focused Absolute Value Fund 0%7.65%9.39%-17.01%
ARRZX AMG River Road Focused Absolute Value Fund 0%4.93%9.41%-17.09%
ARSKX Archer Stock Fund 0%7.3%17.49%-22.55%
ARTLX Artisan Value Fund 0%2.91%17.91%-22.41%
ASMMX Invesco Summit Fund 0%13.18%36.65%-39.36%
ASMYX Invesco Summit Fund 0%11.42%36.98%-39.02%
ATVPX Alger 35 Fund 0%17.65%31.41%-36.37%
AUERX Auer Growth Fund 0%4.12%15.78%3.9%
AVEAX Ave Maria Focused Fund 0%-3.5%38.73%-34.98%
AVEGX Ave Maria Growth Fund 0%3.69%27.02%-21.46%
AWGIX CIBC Atlas All Cap Growth Fund 0%9.72%33.87%-34.22%
BAFWX Brown Advisory Sustainable Growth Fund 0%8.65%39.06%-30.9%
BASMX iShares Total US Stock Market Index Fund 0%6.7%24.04%-20.36%
BAWAX Brown Advisory Sustainable Growth Fund 0%8.52%38.52%-31.17%
BCAMX Boston Common ESG Impact US Equity Fund 0%8.2%19.18%-22.95%
BCIFX Blue Chip Investor Fund 0%9.55%13.59%-18.02%
BFONX Biondo Focus Fund 0%12.56%25.07%-36.38%
BGFIX William Blair Growth Fund 0%6.97%25.81%-31.92%
BGGKX Baillie Gifford Funds: US Equity Growth Fund 0%2.31%46.02%-59.72%
BGGSX Baillie Gifford Funds: US Equity Growth Fund 0%7.89%45.93%-59.77%
BGRWX Barrett Growth Fund 0%9.14%28.92%-38.31%
BIAWX Brown Advisory Sustainable Growth Fund 0%8.6%38.88%-31.02%
BIGRX American Century Disciplined Core Value Fund 0%5.9%6.68%-14.21%
BIGTX Monteagle Texas Fund 0%3.37%8.62%-9.69%
BIOIX Baron Opportunity Fund 0%14.67%49.98%-42.83%
BIOPX Baron Opportunity Fund 0%15.31%49.55%-42.96%
BIOUX Baron Opportunity Fund 0%10%49.96%-42.83%
BIRAX BlackRock Advantage ESG U.S. Equity Fund 0%9.67%24.21%-20.68%
BIRCX BlackRock Advantage ESG U.S. Equity Fund 0%8.54%24.14%-20.65%
BIRIX BlackRock Advantage ESG U.S. Equity Fund 0%5.46%24.23%-20.68%
BIRKX BlackRock Advantage ESG U.S. Equity Fund 0%8.23%24.28%-20.67%
BITSX iShares Total US Stock Market Index Fund 0%6.69%24.07%-20.34%
BKTSX iShares Total US Stock Market Index Fund 0%5.1%24.07%-20.34%
BMPEX Beck, Mack & Oliver Partners Fund 0%4.35%32.24%-21.14%
BOPAX Sterling Capital Special Opportunities Fund 0%4.04%3.54%-26.34%
BOPCX Sterling Capital Special Opportunities Fund 0%3.79%-4.89%-28.88%
BOPIX Sterling Capital Special Opportunities Fund 0%3.78%5.48%-25.74%
BOYAX Boyar Value Fund 0%3.41%13.54%-20.54%
BPAIX Boston Partners All-Cap Value Fund 0%3.3%1%-10.1%
BPAVX Boston Partners All-Cap Value Fund 0%3.22%0.94%-10.13%
BRAGX Bridgeway Aggressive Investors 1 Fund 0%11.72%22.02%-23.48%
BRTNX Bretton Fund 0%5.79%28.91%-14.27%
BRWIX AMG Managers Brandywine Fund 0%1.43%13.01%-25.69%
BUFTX Buffalo Discovery Fund 0%2.92%24.3%-33.22%
BUNRX Bullfinch Fund Unrestricted Series 0%-2.98%11.64%-17.03%
BUYAX Catalyst Buyback Strategy Fund 0%0%0%-41.24%
BUYCX Catalyst Buyback Strategy Fund 0%0%0%-41.58%
BUYIX Catalyst Buyback Strategy Fund 0%0%0%-41.07%
BVEFX Becker Value Equity Fund 0%4.85%-2.37%-14.7%
BVEIX Becker Value Equity Fund 0%6.41%-2.14%-14.61%
BVSIX Baywood SociallyResponsible Fund 0%5.95%8.13%-4.33%
BWNYX Bullfinch Fund Greater Western New York Series 0%2.65%9.76%-8.71%
CGMFX CGM Focus Fund 0%0%0%-5.88%
CGRIX Calamos Growth Fund 0%11.14%34.02%-33.17%
CLFFX Clifford Capital Partners Fund 0%-4.62%-0.22%-5.95%
CLIFX Clifford Capital Partners Fund 0%-0.11%-0.11%-5.85%
CLPAX Catalyst Exceed Defined Risk Fund 0%3.07%35.92%-32.26%
CLPCX Catalyst Exceed Defined Risk Fund 0%1.2%34.7%-32.83%
CLPFX Catalyst Exceed Defined Risk Fund 0%0.5%36.16%-32.04%
CMNCX Principal Capital Appreciation Fund 0%0%7.75%-17.4%
CMNWX Principal Capital Appreciation Fund 0%10.32%24.13%-16.95%
CNGAX American Funds New Economy Fund 0%7.13%24%-29.69%
CNGCX American Funds New Economy Fund 0%6.41%22.56%-30.24%
CNGEX American Funds New Economy Fund 0%10.96%23.84%-29.86%
CNGFX American Funds New Economy Fund 0%7.07%23.99%-29.62%
CONWX Concorde Wealth Management Fund 0%4.87%-1.93%-9.47%
CPEAX Catalyst Dynamic Alpha Fund 0%12.96%13.44%-15.85%
CPECX Catalyst Dynamic Alpha Fund 0%11.96%12.59%-16.59%
CPEIX Catalyst Dynamic Alpha Fund 0%13.84%13.38%-15.61%
CPOAX Morgan Stanley Insight Fund 0%1.14%52.72%-73.77%
CPOCX Morgan Stanley Insight Fund 0%2.55%52.08%-81.95%
CPODX Morgan Stanley Insight Fund 0%-2.56%53.03%-71.96%
CPSHX Pinnacle Sherman Multi-Strategy Core Fund 0%6.02%17.73%-18.24%
CRIEX CRM All Cap Value Fund 0%0.15%3.34%-15.64%
CRMEX CRM All Cap Value Fund 0%1.37%3.3%-15.76%
CSMMX Invesco Summit Fund 0%12.97%35.56%-41.21%
CUHAX Victory US 500 Enhanced Volatility Wtd Index Fund 0%4.07%-5.7%-36.87%
CUHCX Victory US 500 Enhanced Volatility Wtd Index Fund 0%2.68%-5.79%-38.19%
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund 0%2.71%-5.6%-36.89%
CVAAX Calamos Select Fund 0%9.35%21.37%-21%
CVACX Calamos Select Fund 0%7.77%19.33%-21.95%
CVAIX Calamos Select Fund 0%9.43%21.84%-20.73%
CVGCX Calamos Growth Fund 0%10.82%21.46%-33.83%
CVGRX Calamos Growth Fund 0%12.07%31.67%-33.33%
CWCFX Christopher Weil & Company Core Investment Fund 0%3.78%5.29%-14.52%
CZOVX Zacks All-Cap Core Fund 0%10.81%-2.98%-27.12%
DDDAX 13D Activist Fund 0%1.14%5.91%-24.86%
DDDCX 13D Activist Fund 0%1.65%4.89%-25.66%
DDDIX 13D Activist Fund 0%-0.23%6.34%-24.46%
DENVX MassMutual Premier Disciplined Value Fund 0%8.33%2.75%-16.18%
DEOPX Davenport Equity Opportunities Fund 0%2.85%21.25%-29.48%
DFDPX DF Dent Premier Growth Fund 0%3.58%3.97%-28.05%
DFEOX DFA US Core Equity 1 Portfolio 0%6.77%21.05%-18.27%
DFMAX Davidson Multi-Cap Equity Fund 0%4.34%14.95%-21.9%
DFMIX Davidson Multi-Cap Equity Fund 0%5.36%14.94%-21.92%
DFQTX DFA US Core Equity 2 Portfolio 0%3.88%19.59%-17.8%
DFSIX DFA US Sustainability Core 1 Portfolio 0%4.81%24.03%-18.92%
DFSRX Delaware Select Growth Fund 0%8.18%36.52%-50.52%
DFUEX DFA US Social Core Equity 2 Portfolio 0%4.42%23.53%-21.49%
DGOCX Davis Opportunity Fund 0%4.47%12.31%-23.29%
DGOYX Davis Opportunity Fund 0%7.51%15.06%-20.3%
DHAMX Centre American Select Equity Fund 0%6.6%12.02%-4.63%
DHANX Centre American Select Equity Fund 0%5.17%12.44%-4.25%
DHLTX Diamond Hill All Cap Select Fund 0%7.04%29.86%-20.48%
DHTAX Diamond Hill All Cap Select Fund 0%10.81%29.83%-20.57%
DHTYX Diamond Hill All Cap Select Fund 0%10.95%29.9%-20.44%
DIEQX Domini Impact Equity Fund 0%4.17%26.8%-27.14%
DPUAX Dreyfus US Equity Fund 0%5.74%-53.51%-37.25%
DPUCX Dreyfus US Equity Fund 0%5.66%-65.64%-39.63%
DPUIX Dreyfus US Equity Fund 0%5.66%-52.44%-36.98%
DPUYX Dreyfus US Equity Fund 0%7.38%-52.53%-37.02%
DRTCX Dreyfus Sustainable US Equity Fund, Inc 0%9.63%19.65%-31.44%
DRTHX Dreyfus Sustainable US Equity Fund, Inc 0%6.39%19.72%-31.47%
DSEFX Domini Impact Equity Fund 0%5.79%27.06%-26.97%
DSEPX Domini Impact Equity Fund 0%5.82%26.88%-27.08%
DSFRX Domini Impact Equity Fund 0%4.47%26.78%-27.12%
DTCAX Dreyfus Sustainable US Equity Fund, Inc 0%5.35%19.5%-31.65%
DTCCX Dreyfus Sustainable US Equity Fund, Inc 0%9.33%18.41%-33.69%
DTCYX Dreyfus Sustainable US Equity Fund, Inc 0%5.4%19.68%-31.45%
DVEAX Delaware Select Growth Fund 0%4.97%36.82%-50.37%
DVECX Delaware Select Growth Fund 0%4.93%35.84%-50.76%
EACPX Eaton Vance Tax-Managed Multi-Cap Growth Fund 0%3.44%41.77%-29.56%
EARFX First Eagle Fund of America 0%0%12.52%-21.61%
EARVX First Eagle US Value Fund 0%1.85%7.27%-12.61%
ECCPX Eaton Vance Tax-Managed Multi-Cap Growth Fund 0%3.09%40.73%-30.09%
EKOAX Wells Fargo Omega Growth Fund 0%8.31%26.25%-43.23%
EKOCX Wells Fargo Omega Growth Fund 0%6.34%18.08%-48.69%
EKONX Wells Fargo Omega Growth Fund 0%6.92%27.96%-42.04%
EKORX Wells Fargo Omega Growth Fund 0%0%20.21%-43.92%
ENSBX Ensemble Fund 0%4.62%21.75%-32.47%
EOMYX Wells Fargo Omega Growth Fund 0%8.34%27.31%-42.44%
EPGAX Fidelity Advisor Equity Growth Fund 0%14.29%34.49%-26.33%
EPGCX Fidelity Advisor Equity Growth Fund 0%16.05%33.16%-27.4%
EQPGX Fidelity Advisor Equity Growth Fund 0%16.41%34.95%-25.9%
ESEAX Eaton Vance Atlanta Capital Select Equity Fund 0%7.18%17.35%-17.57%
ESECX Eaton Vance Atlanta Capital Select Equity Fund 0%4.24%16.16%-18.65%
ESEIX Eaton Vance Atlanta Capital Select Equity Fund 0%4.5%17.77%-17.23%
ESERX Eaton Vance Atlanta Capital Select Equity Fund 0%5.96%17.81%-17.16%
ESSIX Essential 40 Stock Fund 0%2.98%20.79%-18.45%
EWMCX Evercore Equity Fund 0%4.26%27.29%-21.6%
EXEYX Manning & Napier Equity Series 0%5.69%20.67%-28.69%
FACGX Fidelity Advisor Growth Opportunities Fund 0%11.06%44.06%-38.87%
FAEGX Fidelity Advisor Equity Growth Fund 0%12.41%34.09%-26.54%
FAEVX Fidelity Advisor Equity Value Fund 0%3.84%1.55%-5.64%
FAGAX Fidelity Advisor Growth Opportunities Fund 0%10.32%45.14%-38.4%
FAGCX Fidelity Advisor Growth Opportunities Fund 0%14.74%45.51%-38.25%
FAGKX Fidelity Growth Strategies Fund 0%8.05%20.88%-26.41%
FAGOX Fidelity Advisor Growth Opportunities Fund 0%11.23%44.8%-38.56%
FAIRX Fairholme Fund 0%-4.01%46.1%-20.49%
FAIVX Fidelity Advisor Equity Value Fund 0%1.08%1.63%-5.68%
FAMVX FAM Value Fund 0%4.62%10.56%-17.14%
FAMWX FAM Value Fund 0%7.13%10.62%-17.13%
FAOFX Fidelity Advisor Series Growth Opportunities Fund 0%13.41%46.46%-37.65%
FASOX Fidelity Advisor Value Strategies Fund 0%3.5%17.28%-9.49%
FASPX Fidelity Advisor Value Strategies Fund 0%-2.02%17.11%-9.56%
FAVAX Fidelity Advisor Equity Value Fund 0%1.82%1.44%-5.7%
FAVCX Fidelity Advisor Equity Value Fund 0%1.59%1.52%-5.83%
FAVFX Fidelity Advisor Value Fund 0%-0.48%18.37%-9.73%
FAVTX Fidelity Advisor Equity Value Fund 0%1.69%1.49%-5.69%
FBRNX Fidelity Advisor Stock Selector All Cap 0%4.66%24.47%-19.87%
FBSAX Franklin Mutual U.S. Value Fund 0%1.56%6.67%-10.5%
FBSIX Franklin Mutual U.S. Value Fund 0%1.6%6.67%-10.51%
FBSRX Franklin Mutual U.S. Value Fund 0%1.43%6.57%-10.7%
FCAKX Fidelity Capital Appreciation Fund 0%11.89%24.49%-27.73%
FCBSX Franklin Mutual U.S. Value Fund 0%1.3%6.57%-10.79%
FCTDX Fidelity Strategic Advisers Fidelity US Total Stock Fund 0%7.01%23.84%-22.42%
FCVFX Fidelity Advisor Value Fund 0%7.52%18.37%-10.07%
FDCAX Fidelity Capital Appreciation Fund 0%11.87%24.46%-27.75%
FDEGX Fidelity Growth Strategies Fund 0%7.83%20.86%-26.5%
FDEKX Fidelity Disciplined Equity Fund 0%11.67%27.98%-30.01%
FDEQX Fidelity Disciplined Equity Fund 0%13.34%27.99%-30.02%
FDGRX Fidelity Growth Company Fund 0%13.06%41.8%-38.28%
FDSSX Fidelity Stock Selector All Cap 0%7.88%24.42%-19.84%
FDVLX Fidelity Value Fund 0%4.6%14.97%-14.98%
FEAIX First Eagle Fund of America 0%1.42%13.11%-21.66%
FEAMX First Eagle Fund of America 0%1.93%6.31%-23.2%
FEFAX First Eagle Fund of America 0%2.23%12.61%-21.75%
FEFRX First Eagle Fund of America 0%2.88%13.11%-21.66%
FEVAX First Eagle US Value Fund 0%6.36%7.09%-12.72%
FEVCX First Eagle US Value Fund 0%6.14%6.73%-13.28%
FEVIX First Eagle US Value Fund 0%0.41%7.26%-12.6%
FEVRX First Eagle US Value Fund 0%5.49%7.26%-12.56%
FFGRX Emerald Growth Fund 0%1.21%11.14%-30.35%
FFILX FormulaFolios US Equity Fund 0%0%0%-14.11%
FFIOX FormulaFolios US Equity Fund 0%0%0%-14.37%
FFTYX AB FlexFee US Thematic Portfolio 0%2.48%16.36%-36%
FGCKX Fidelity Growth Company Fund 0%13.09%41.93%-38.22%
FGRAX Franklin Growth Opportunities Fund 0%9.72%23.02%-39.88%
FGROX Emerald Growth Fund 0%-0.49%12.21%-29.7%
FHEJX Delaware Hedged US Equity Opportunities Fund 0%5.1%14.32%-21.05%
FHEKX Delaware Hedged US Equity Opportunities Fund 0%2.13%14.76%-20.67%
FHELX Delaware Hedged US Equity Opportunities Fund 0%5.24%14.71%-20.53%
FICGX Delaware Growth Equity Fund 0%7.18%25.25%-42.33%
FICHX Delaware Growth Equity Fund 0%7.21%25.52%-41.36%
FICIX Delaware Growth Equity Fund 0%7.27%25.43%-41.06%
FKACX Franklin Growth Opportunities Fund 0%10.96%16.06%-41.27%
FKARX Franklin Growth Opportunities Fund 0%11.11%21.29%-40.27%
FLACX Fidelity Advisor Stock Selector All Cap 0%5.89%23.95%-20.48%
FLCKX Fidelity Leveraged Company Stock Fund 0%14.18%11.8%-34.41%
FLSAX Fidelity Advisor Leveraged Company Stock Fund 0%12.19%10.7%-31.92%
FLSCX Fidelity Advisor Leveraged Company Stock Fund 0%14.11%6.49%-34%
FLSTX Fidelity Advisor Leveraged Company Stock Fund 0%14.29%9.67%-32.5%
FLVCX Fidelity Leveraged Company Stock Fund 0%11.96%11.73%-34.46%
FLVIX Fidelity Advisor Leveraged Company Stock Fund 0%12.27%11.42%-31.46%
FMAMX Fidelity Advisor Stock Selector All Cap 0%4.39%24.37%-20.01%
FMILX Fidelity New Millennium Fund 0%10.01%20.68%-5.54%
FMUEX Free Market US Equity Fund 0%5.11%12.51%-17.28%
FNCMX Fidelity NASDAQ Composite Index Fund 0%9.73%44.17%-32.99%
FNEFX American Funds New Economy Fund 0%8.87%24.14%-29.64%
FOCKX Fidelity OTC Portfolio 0%8.33%42.79%-34.48%
FOCPX Fidelity OTC Portfolio 0%13.34%42.56%-34.54%
FOPPX Franklin Growth Opportunities Fund 0%9.84%25.62%-39.35%
FPCGX Fort Pitt Capital Total Return Fund 0%8.69%1.59%-25.33%
FRAAX Franklin Growth Opportunities Fund 0%11.89%25.19%-39.44%
FRBSX Franklin Mutual U.S. Value Fund 0%1.5%6.52%-10.72%
FSJHX Fidelity Advisor Stock Selector All Cap 0%7.82%24.36%-20.17%
FSKAX Fidelity Total Market Index Fund 0%4.52%24.32%-20.78%
FSKGX Fidelity Growth Strategies K6 Fund 0%4.96%19.94%-26.39%
FSLSX Fidelity Value Strategies Fund 0%5.77%17.6%-9.3%
FSOAX Fidelity Advisor Value Strategies Fund 0%5.7%16.83%-9.79%
FSSKX Fidelity Stock Selector All Cap 0%7.99%24.41%-19.78%
FSUVX Fidelity SAI US Low Volatility Index Fund 0%3.59%12.81%-14.38%
FSWCX Fidelity SAI US Value Index Fund 0%5.84%1.98%-14.61%
FTVFX Fidelity Advisor Value Fund 0%4.44%18.32%-9.71%
FVCSX Fidelity Advisor Value Strategies Fund 0%1.24%15.88%-10.35%
FVIFX Fidelity Advisor Value Fund 0%-0.45%18.34%-9.72%
FVLKX Fidelity Value Fund 0%4.59%14.95%-14.9%
FVLZX Fidelity Advisor Value Fund 0%6.4%18.42%-9.73%
FVSKX Fidelity Value Strategies Fund 0%1.31%17.59%-9.32%
FZAFX Fidelity Advisor Equity Growth Fund 0%14.32%35.15%-25.79%
FZAHX Fidelity Advisor Growth Opportunities Fund 0%13.15%45.7%-38.18%
FZAKX Fidelity Advisor Leveraged Company Stock Fund 0%15.44%11.48%-31.38%
FZAPX Fidelity Advisor Stock Selector All Cap 0%7.9%24.41%-19.8%
FZROX Fidelity ZERO Total Market Index Fund 0%7.1%24.49%-20.44%
GABVX Gabelli Value 25 Fund Inc 0%4.31%-3.05%-28.53%
GALLX Goldman Sachs Flexible Cap Fund 0%7.36%26.62%-20.69%
GATAX Gabelli Asset Fund 0%4.32%2.12%-18.88%
GCLLX Goldman Sachs Flexible Cap Fund 0%8.28%25.58%-21.52%
GFCUX Goldman Sachs Flexible Cap Fund 0%5.92%26.74%-20.37%
GGEYX GuideStone Growth Equity Fund 0%12.84%35.31%-41.31%
GGEZX GuideStone Growth Equity Fund 0%9.23%34.83%-41.58%
GGGPX Goldman Sachs Capital Growth Fund 0%6.95%26.09%-25.07%
GGLIX Aberdeen U.S. Sustainable Leaders Fund 0%5.21%14.92%-26.77%
GGOAX Goldman Sachs Growth Opportunities Fund 0%3.77%18.82%-33.13%
GGOCX Goldman Sachs Growth Opportunities Fund 0%1.67%17.95%1542.71%
GGOIX Goldman Sachs Growth Opportunities Fund 0%3.87%19.2%-30.53%
GGORX Goldman Sachs Growth Opportunities Fund 0%3.81%18.41%-34.45%
GGOSX Goldman Sachs Growth Opportunities Fund 0%3.7%18.68%-34.43%
GGOTX Goldman Sachs Growth Opportunities Fund 0%3.83%19.12%-32.07%
GGOUX Goldman Sachs Growth Opportunities Fund 0%3.86%19.23%-30.55%
GGQPX Goldman Sachs Growth Opportunities Fund 0%3.86%19.22%-30.54%
GGZPX Goldman Sachs Flexible Cap Fund 0%6.18%26.79%-20.36%
GILAX Lord Abbett Fundamental Equity Fund 0%9.65%12.09%-14.68%
GILLX Goldman Sachs Flexible Cap Fund 0%5.85%26.82%-20.38%
GMCQX GMO US Equity Fund 0%11.11%7.85%-18.56%
GMUEX GMO US Equity Fund 0%11.18%7.99%-18.47%
GOWLX Green Owl Intrinsic Value Fund 0%0%-1.66%-27.97%
GQEIX GQG Partners US Select Quality Equity Fund 0%22.78%17.03%-6.89%
GQEPX GQG Partners US Select Quality Equity Fund 0%20.46%16.88%-6.96%
GQERX GQG Partners US Select Quality Equity Fund 0%22.34%16.95%-6.88%
GRINX Victory Diversified Stock Fund 0%11.54%12%-26.34%
GRLLX Goldman Sachs Flexible Cap Fund 0%5.18%26.04%-20.96%
GSCGX Goldman Sachs Capital Growth Fund 0%8.68%25.91%-26.05%
GSLLX Goldman Sachs Flexible Cap Fund 0%7.43%26.62%-20.14%
GSPCX Goldman Sachs Capital Growth Fund 0%6.64%24.78%-31.84%
GSPIX Goldman Sachs Capital Growth Fund 0%8.55%26.11%-25.05%
GSPRX Goldman Sachs Capital Growth Fund 0%6.76%25.78%-26.55%
GSPSX Goldman Sachs Capital Growth Fund 0%5.33%25.8%-26.44%
GSPTX Goldman Sachs Capital Growth Fund 0%6.93%25.93%-25.9%
GSPUX Goldman Sachs Capital Growth Fund 0%8.76%26.12%-25.06%
GTCEX Glenmede Strategic Equity Portfolio 0%3.18%2.73%-21.84%
GWILX Glenmede Women in Leadership US Equity Portfolio 0%4.5%11.26%-16.52%
GXXAX Aberdeen U.S. Sustainable Leaders Fund 0%5.83%14.75%-27.02%
GXXCX Aberdeen U.S. Sustainable Leaders Fund 0%6.77%14.14%-27.71%
GXXIX Aberdeen U.S. Sustainable Leaders Fund 0%5.9%14.86%-26.83%
HCACX Hartford Capital Appreciation Fund 0%7.07%17.82%-25.15%
HCAFX Hartford Capital Appreciation Fund 0%3.18%18.36%-22.46%
HCAYX Hartford Capital Appreciation Fund 0%4.34%18.75%-21.48%
HCMDX HCM Tactical Growth Fund 0%6.64%32.05%-39.44%
HCMGX HCM Tactical Growth Fund 0%6.3%33.1%-38.98%
HCMIX HCM Tactical Growth Fund 0%6.96%33.39%-38.78%
HCMSX HCM Tactical Growth Fund 0%5.04%33.08%-38.96%
HEQCX Monteagle Opportunity Equity Fund 0%-0.96%-10.33%-10.75%
HEQFX Monteagle Opportunity Equity Fund 0%-1.53%-12.93%-11.3%
HFCIX Hennessy Focus Fund 0%0.64%-3.82%-34.35%
HFCSX Hennessy Focus Fund 0%-4.23%-4.18%-34.6%
HGOCX Hartford Growth Opportunities Fund 0%16.59%39.49%-37.49%
HGOFX Hartford Growth Opportunities Fund 0%18.23%41.12%-36.82%
HGOIX Hartford Growth Opportunities Fund 0%19%40.98%-36.87%
HGORX Hartford Growth Opportunities Fund 0%16.81%40.14%-37.26%
HGOSX Hartford Growth Opportunities Fund 0%12.47%40.56%-37.06%
HGOTX Hartford Growth Opportunities Fund 0%12.51%40.95%-36.88%
HGOVX Hartford Growth Opportunities Fund 0%13.57%41.13%-36.82%
HGOYX Hartford Growth Opportunities Fund 0%14.86%40.99%-36.88%
HIOIX Fintrust Income and Opportunity Fund 0%4.34%15.35%-9.11%
HROAX Fintrust Income and Opportunity Fund 0%-0.28%14.89%-9.27%
HSPCX Emerald Growth Fund 0%5.05%7.87%-32.55%
HSPGX Emerald Growth Fund 0%1.24%11.3%-30.3%
HSUAX Rational Dynamic Brands Fund 0%9.27%42.1%-40.89%
HSUCX Rational Dynamic Brands Fund 0%9.02%41.07%-42.29%
HSUTX Rational Dynamic Brands Fund 0%7.39%42.5%-38.76%
HWAAX Hotchkis & Wiley Value Opportunities Fund 0%3.98%16.18%-10.26%
HWACX Hotchkis & Wiley Value Opportunities Fund 0%3.75%15.13%-11.02%
HWAIX Hotchkis & Wiley Value Opportunities Fund 0%2.15%16.18%-10.13%
HWCAX Hotchkis & Wiley Diversified Value Fund 0%5.17%17.14%-5.38%
HWCCX Hotchkis & Wiley Diversified Value Fund 0%3.59%17.71%-5.31%
HWCIX Hotchkis & Wiley Diversified Value Fund 0%7.04%17.06%-5.41%
IATAX Ivy Accumulative Fund 0%8.42%36.16%-70.41%
IATCX Ivy Accumulative Fund 0%8.1%35.44%-77.08%
IATIX Ivy Accumulative Fund 0%8.33%36.56%-69.94%
IATNX Ivy Accumulative Fund 0%0%0%-44.33%
IMANX Iman Fund 0%9.89%29.36%-30.78%
IMSCX IMS Capital Value Fund 0%8.93%47.43%-30.11%
IPSHX Pinnacle Sherman Multi-Strategy Core Fund 0%4.17%18.85%-17.42%
ITHAX Hartford Capital Appreciation Fund 0%6.79%18.32%-22.46%
ITHIX Hartford Capital Appreciation Fund 0%6.85%18.38%-22.45%
ITHRX Hartford Capital Appreciation Fund 0%3.91%18.48%-21.91%
ITHSX Hartford Capital Appreciation Fund 0%4.08%18.51%-21.63%
ITHTX Hartford Capital Appreciation Fund 0%4.18%18.56%-21.53%
ITHVX Hartford Capital Appreciation Fund 0%4.57%18.56%-21.51%
JAMRX Janus Henderson Research Fund 0%12.33%38.81%-30.23%
JCVCX John Hancock Classic Value Fund 0%2.48%11.36%-22.57%
JCVIX John Hancock Classic Value Fund 0%0.81%11.59%-22.34%
JCVSX John Hancock Classic Value Fund 0%0.69%11.56%-22.34%
JCVVX John Hancock Classic Value Fund 0%-0.55%11.61%-22.33%
JCVWX John Hancock Classic Value Fund 0%0.86%11.61%-22.35%
JFACX John Hancock Fundamental All Cap Core Fund 0%1.82%34.22%-27.39%
JFAIX John Hancock Fundamental All Cap Core Fund 0%6.83%34.37%-26.96%
JFARX John Hancock Fundamental All Cap Core Fund 0%6.74%34.35%-27.1%
JFCAX John Hancock Fundamental All Cap Core Fund 0%5.17%34.24%-27.36%
JFCCX John Hancock Fundamental All Cap Core Fund 0%3.66%33.48%-28.1%
JFCIX John Hancock Fundamental All Cap Core Fund 0%4%34.3%-27.05%
JGACX JPMorgan Growth Advantage Fund 0%12.11%37.91%-30.92%
JGAQX JPMorgan Value Advantage Fund 0%4.39%1.94%-13.15%
JGASX JPMorgan Growth Advantage Fund 0%9.35%39.31%-30.32%
JGRJX JPMorgan Growth Advantage Fund 0%14.1%38.46%-30.69%
JGTTX JPMorgan Growth Advantage Fund 0%9.81%38.87%-30.54%
JGTUX JPMorgan Growth Advantage Fund 0%12.33%39.29%-30.33%
JGVRX JPMorgan Growth Advantage Fund 0%10.48%39.52%-30.21%
JGVVX JPMorgan Growth Advantage Fund 0%10.52%39.65%-30.13%
JNRFX Janus Henderson Research Fund 0%15.84%38.86%-30.26%
JNVIX Jensen Quality Value Fund 0%1.21%17.75%-17.89%
JNVSX Jensen Quality Value Fund 0%2.75%17.85%-17.99%
JPFAX JPMorgan Equity Focus Fund 0%0%24.23%-18.89%
JPFCX JPMorgan Equity Focus Fund 0%0%24.15%-19.27%
JPFRX JPMorgan Equity Focus Fund 0%0%24.55%-18.81%
JPFSX JPMorgan Equity Focus Fund 0%0%24.29%-18.83%
JRAAX Janus Henderson Research Fund 0%12.31%38.62%-30.27%
JRACX Janus Henderson Research Fund 0%15.53%37.25%-30.85%
JRAIX Janus Henderson Research Fund 0%11.04%38.86%-30.28%
JRANX Janus Henderson Research Fund 0%15.3%38.93%-30.3%
JRARX Janus Henderson Research Fund 0%15.09%37.92%-30.58%
JRASX Janus Henderson Research Fund 0%11.18%38.24%-30.41%
JSSSX Jackson Square All-Cap Growth Fund 0%0%0%-29.22%
JVAAX JPMorgan Value Advantage Fund 0%4.46%2.18%-13.04%
JVACX JPMorgan Value Advantage Fund 0%4.31%2.35%-12.91%
JVAIX JPMorgan Value Advantage Fund 0%0.65%2.27%-12.91%
JVAPX JPMorgan Value Advantage Fund 0%4.45%2%-13.01%
JVAQX JPMorgan Value Advantage Fund 0%2.79%2.28%-12.09%
JVARX JPMorgan Value Advantage Fund 0%5.75%2.25%-12.96%
JVASX JPMorgan Value Advantage Fund 0%3.35%2.3%-12.92%
JVAYX JPMorgan Value Advantage Fund 0%4.14%2.25%-12.93%
KMVAX Kirr, Marbach Partners Value Fund 0%4.46%16.44%-18.9%
LAVFX Lord Abbett Fundamental Equity Fund 0%8.3%12.13%-14.02%
LAVPX Lord Abbett Fundamental Equity Fund 0%3.31%12.08%-14.15%
LAVQX Lord Abbett Fundamental Equity Fund 0%8.17%12.2%-14.18%
LAVRX Lord Abbett Fundamental Equity Fund 0%6.84%12.14%-14.13%
LAVSX Lord Abbett Fundamental Equity Fund 0%11.47%12.1%-14.04%
LAVTX Lord Abbett Fundamental Equity Fund 0%10.04%12.09%-13.99%
LAVVX Lord Abbett Fundamental Equity Fund 0%7.3%12.24%-13.89%
LAVYX Lord Abbett Fundamental Equity Fund 0%2.61%12.1%-14%
LDFOX Lord Abbett Fundamental Equity Fund 0%10.03%12.25%-13.9%
LDFVX Lord Abbett Fundamental Equity Fund 0%7.28%12.11%-14.03%
LEVIX Lazard US Equity Concentrated Portfolio 0%0.12%-42.61%-24.47%
LEVOX Lazard US Equity Concentrated Portfolio 0%1.49%-42.05%-24.4%
LGLAX Lord Abbett Growth Leaders Fund 0%16.1%32.97%-38.87%
LGLCX Lord Abbett Growth Leaders Fund 0%18.49%31.94%-39.33%
LGLFX Lord Abbett Growth Leaders Fund 0%14.02%33.28%-38.72%
LGLIX Lord Abbett Growth Leaders Fund 0%16.19%33.29%-38.73%
LGLOX Lord Abbett Growth Leaders Fund 0%16.2%33.32%-38.66%
LGLQX Lord Abbett Growth Leaders Fund 0%15.97%32.47%-39.06%
LGLRX Lord Abbett Growth Leaders Fund 0%16.01%32.59%-39.01%
LGLSX Lord Abbett Growth Leaders Fund 0%16.13%32.95%-38.87%
LGLUX Lord Abbett Growth Leaders Fund 0%16.19%33.27%-38.71%
LGLVX Lord Abbett Growth Leaders Fund 0%16.2%33.37%-38.67%
LGOAX Miller Opportunity Trust 0%9.05%39.27%-43.35%
LGOFX Lord Abbett Growth Opportunities Fund 0%11.83%10.99%-32.49%
LGOPX Lord Abbett Growth Opportunities Fund 0%14.31%10.59%-32.74%
LGOQX Lord Abbett Growth Opportunities Fund 0%10.62%10.47%-32.84%
LGORX Lord Abbett Growth Opportunities Fund 0%9.34%10.5%-32.75%
LGOSX Lord Abbett Growth Opportunities Fund 0%8.61%10.86%-32.59%
LGOTX Lord Abbett Growth Opportunities Fund 0%8.12%11.11%-32.42%
LGOVX Lord Abbett Growth Opportunities Fund 0%9.48%11.19%-32.36%
LGVAX ClearBridge Value Trust 0%4.55%5.69%-13.56%
LIMAX Lateef Focused Sustainable Growth Fund 0%5.45%25.73%-42.28%
LIMIX Lateef Focused Sustainable Growth Fund 0%8.32%26.03%-41.51%
LKEQX LKCM Equity Fund 0%4.42%11.04%-19.9%
LLPFX Longleaf Partners Fund 0%3.41%23.66%-26.4%
LMGAX Lord Abbett Growth Opportunities Fund 0%14.34%10.8%-32.59%
LMGCX Lord Abbett Growth Opportunities Fund 0%11.29%10.04%-33.11%
LMGYX Lord Abbett Growth Opportunities Fund 0%11.39%11.12%-32.42%
LMNOX Miller Opportunity Trust 0%6.38%39.59%-42.74%
LMNVX ClearBridge Value Trust 0%4.63%8.51%-12.17%
LMOFX Miller Opportunity Trust 0%9.13%39.19%-43.04%
LMOPX Miller Opportunity Trust 0%6.09%38.1%-44.32%
LMORX Miller Opportunity Trust 0%6.19%38.87%-43.38%
LMPFX ClearBridge Aggressive Growth Fund 0%0.2%8.6%-35.06%
LMVFX ClearBridge Value Trust 0%6.13%8.03%-12.39%
LMVRX ClearBridge Value Trust 0%6.05%8.21%-12.35%
LMVTX ClearBridge Value Trust 0%9.18%5.51%-13.67%
LOMGX Lord Abbett Growth Opportunities Fund 0%9.07%11.19%-32.38%
LSISX ClearBridge All Cap Value Fund 0%7.68%9.3%-13.47%
LSLTX Leuthold Select Industries Fund 0%7.27%17.17%-14.63%
LSVEX LSV Value Equity Fund 0%2.24%4.52%-17.76%
LSVMX LSV US Managed Volatility Fund 0%4.79%-11.19%-12.19%
LVAEX LSV Value Equity Fund 0%9.9%4.54%-17.77%
LVAMX LSV US Managed Volatility Fund 0%3.96%-11.08%-12.08%
LYRBX Lyrical US Value Equity Fund 0%6.68%26.95%-21.58%
LYRIX Lyrical US Value Equity Fund 0%6.72%27.07%-21.61%
MABAX BlackRock Basic Value Fund, Inc 0%5.3%10.59%-14.04%
MASPX BlackRock Advantage US Total Market Fund, Inc 0%3.79%17.69%-17.41%
MBVKX BlackRock Basic Value Fund, Inc 0%6.11%10.65%-14.04%
MCBAX BlackRock Basic Value Fund, Inc 0%1.98%8.1%-16.72%
MCMVX Monongahela All Cap Value Fund 0%9.41%8.6%-11.89%
MCRTX Morgan Stanley Insight Fund 0%4.43%53.21%-71.85%
MCSPX BlackRock Advantage US Total Market Fund, Inc 0%3.5%15.67%-18.72%
MCSSX MainStay MacKay Common Stock Fund 0%4.82%16.85%-16.43%
MDBAX BlackRock Basic Value Fund, Inc 0%5.22%10.29%-14.23%
MDSPX BlackRock Advantage US Total Market Fund, Inc 0%0.28%17.55%-17.52%
MEPAX MassMutual Premier Disciplined Value Fund 0%4.62%2.62%-16.18%
MEPSX MassMutual Premier Disciplined Value Fund 0%2.4%2.79%-16.06%
MFQAX AMG FQ Tax-Managed US Equity Fund 0%2.53%19.8%-25.19%
MFQTX AMG FQ Tax-Managed US Equity Fund 0%5.13%19.83%-25.14%
MGOCX MainStay MacKay Common Stock Fund 0%7.55%16.29%-17.39%
MISEX Midas Magic 0%6.72%29.89%-27.18%
MKSPX BlackRock Advantage US Total Market Fund, Inc 0%3.83%17.7%-17.4%
MLVAX MFS Low Volatility Equity Fund 0%4.34%5.43%-20.9%
MLVBX MFS Low Volatility Equity Fund 0%4.29%5.44%-20.86%
MLVGX MFS Low Volatility Equity Fund 0%5.63%5.41%-20.95%
MLVHX MFS Low Volatility Equity Fund 0%3.84%5.48%-20.88%
MLVMX MFS Low Volatility Equity Fund 0%4.29%5.38%-20.87%
MLVOX MFS Low Volatility Equity Fund 0%3.45%5.51%-20.8%
MLVPX MFS Low Volatility Equity Fund 0%5.51%5.47%-20.87%
MLVRX MFS Low Volatility Equity Fund 0%3.46%5.42%-20.86%
MLVTX MFS Low Volatility Equity Fund 0%3.46%5.48%-20.89%
MNNAX Victory Munder Multi-Cap Fund 0%10.06%18.91%-29.46%
MNNCX Victory Munder Multi-Cap Fund 0%7.01%15.23%-34.05%
MNNYX Victory Munder Multi-Cap Fund 0%6.79%19.67%-28.33%
MNRMX Manor Investment Funds Manor Fund 0%7.27%12.65%-14.7%
MOPBX MainStay MacKay Common Stock Fund 0%4.16%16.32%-17.43%
MPGFX Mairs & Power Growth Fund 0%9.08%24.7%-27.41%
MPILX MassMutual Premier Disciplined Value Fund 0%8.35%2.89%-15.83%
MPINX MassMutual Premier Disciplined Value Fund 0%6.81%3.31%-16.19%
MPIRX MassMutual Premier Disciplined Value Fund 0%5.25%4.14%-16.4%
MPIVX MassMutual Premier Disciplined Value Fund 0%5.38%2.8%-16.13%
MRBVX BlackRock Basic Value Fund, Inc 0%5.11%9.27%-15.45%
MRERX MFS Core Equity Fund 0%4.5%19.54%-20.28%
MRFOX Marshfield Concentrated Opportunity Fund 0%8.96%17.13%4.69%
MRGAX MFS Core Equity Fund 0%7.39%19.73%-20.19%
MRGBX MFS Core Equity Fund 0%8.82%18.98%-20.98%
MRGCX MFS Core Equity Fund 0%4.75%18.71%-21.02%
MRGGX MFS Core Equity Fund 0%7.14%18.67%-21.09%
MRGHX MFS Core Equity Fund 0%7.37%19.74%-20.19%
MRGJX MFS Core Equity Fund 0%7.45%19.91%-20.16%
MRGKX MFS Core Equity Fund 0%7.49%20.12%-19.96%
MRGRX MFS Core Equity Fund 0%8.6%20.08%-19.98%
MRSPX BlackRock Advantage US Total Market Fund, Inc 0%5.47%16.46%-18.26%
MSCMX Morgan Stanley Insight Fund 0%0.99%51.34%-82.69%
MSEFX PartnerSelect Equity Fund 0%-1.33%12.63%-43.14%
MSOAX MainStay MacKay Common Stock Fund 0%5.25%16.88%-16.45%
MSOIX MainStay MacKay Common Stock Fund 0%5.36%16.89%-16.45%
MSOSX MainStay MacKay Common Stock Fund 0%5.21%16.72%-16.57%
MUHLX Muhlenkamp Fund 0%4.44%12.92%-3.67%
MUTHX Franklin Mutual Shares Fund 0%3.1%7.31%-15.61%
MVEIX Monteagle Select Value Fund 0%4.22%6%-14.82%
MVISX Miller Opportunity Trust 0%6.4%39.67%-42.81%
MVPFX Marathon Value Portfolio 0%0%0%-64.55%
MXEBX Great-West Core Strategies US Equity Fund 0%8.15%18.16%-21.06%
MXXIX Marsico 21st Century Fund 0%8.96%20.23%-31.84%
MXXVX Matthew 25 Fund 0%3.65%26.12%-34.98%
NBFAX Neuberger Berman Focus Fund 0%6.62%23.09%-32.01%
NBFCX Neuberger Berman Focus Fund 0%9.2%23.02%-31.9%
NBSLX Neuberger Berman Sustainable Equity Fund 0%8.89%15.38%-26.01%
NBSRX Neuberger Berman Sustainable Equity Fund 0%12.15%15.36%-26%
NBSSX Neuberger Berman Focus Fund 0%10.99%23%-31.78%
NBSTX Neuberger Berman Sustainable Equity Fund 0%10.18%15.29%-26.09%
NCAVX Nuance Concentrated Value Fund 0%-3.76%7.84%-16.43%
NCVLX Nuance Concentrated Value Fund 0%-3.75%7.93%-16.49%
NEEGX Needham Growth Fund 0%24.07%26.85%-34.8%
NEEIX Needham Growth Fund 0%20.74%27.3%-34.45%
NEFFX American Funds New Economy Fund 0%8.83%24.1%-29.63%
NFAAX Neuberger Berman Focus Fund 0%7.56%23.06%-31.91%
NFACX Neuberger Berman Focus Fund 0%7.35%22.55%-32.41%
NFALX Neuberger Berman Focus Fund 0%10.83%23.08%-31.81%
NICSX Nicholas Fund 0%8.27%25.05%-19.9%
NMUAX Neuberger Berman Multi-Cap Opportunities Fund 0%5.6%-4.06%-36.27%
NMUCX Neuberger Berman Multi-Cap Opportunities Fund 0%6.32%-5.84%-37.35%
NMULX Neuberger Berman Multi-Cap Opportunities Fund 0%6.74%-3.84%-36.2%
NQCFX NorthQuest Capital Fund 0%6.47%26.06%-26.92%
NQVAX Nuveen NWQ Multi-Cap Value Fund 0%-0.52%14.44%-2.42%
NQVCX Nuveen NWQ Multi-Cap Value Fund 0%3.27%14.38%-2.45%
NQVRX Nuveen NWQ Multi-Cap Value Fund 0%5.91%14.46%-2.42%
NRAAX Neuberger Berman Sustainable Equity Fund 0%12.1%15.26%-26.13%
NRACX Neuberger Berman Sustainable Equity Fund 0%11.47%14.21%-26.82%
NRARX Neuberger Berman Sustainable Equity Fund 0%8.71%15.07%-26.32%
NRSRX Neuberger Berman Sustainable Equity Fund 0%10.32%15.39%-26.03%
NUESX Northern Northern US Quality ESG Fund 0%4.32%23.07%-21.65%
NWADX Nationwide Loomis All Cap Growth Fund 0%10.47%34.82%-33.31%
NWZLX Nationwide Loomis All Cap Growth Fund 0%9.58%34.06%-33.62%
NWZMX Nationwide Loomis All Cap Growth Fund 0%10.68%35.07%-33.26%
NWZNX Nationwide Loomis All Cap Growth Fund 0%8.94%34.99%-33.28%
OAKLX Oakmark Select Fund 0%0.71%42.27%-22.97%
OANLX Oakmark Select Fund 0%0.26%42.28%-22.99%
OAYLX Oakmark Select Fund 0%-0.48%42.29%-23%
OFVIX OShaughnessy Market Leaders Value Fund 0%0.84%12.97%-12.94%
OMSCX Invesco Main Street All Cap Fund 0%6.96%19.46%-25.2%
OMSNX Invesco Main Street All Cap Fund 0%6.98%20.6%-24.44%
OMSOX Invesco Main Street All Cap Fund 0%10.31%21.05%-24.12%
OMSYX Invesco Main Street All Cap Fund 0%6.91%21.25%-23.99%
OSTFX Osterweis Fund 0%7.17%17.83%-27.46%
OWACX Old Westbury All Cap Core Fund 0%10.45%16.05%-24.04%
PAGDX Permanent Portfolio Aggressive Growth Portfolio 0%15.31%34.61%-31.33%
PAGHX Permanent Portfolio Aggressive Growth Portfolio 0%15.07%33.33%-32.12%
PAGRX Permanent Portfolio Aggressive Growth Portfolio 0%15.38%34.74%-31.31%
PARWX Parnassus Endeavor Fund 0%4.02%11.64%-16.21%
PAWAX T. Rowe Price New America Growth Fund 0%12.97%22.4%-23.95%
PCAFX Prospector Capital Appreciation Fund 0%3.27%7.94%-9.31%
PCAMX Principal Capital Appreciation Fund 0%7.16%24.17%-16.96%
PCAOX Principal Capital Appreciation Fund 0%9.36%24.03%-16.94%
PCAPX Principal Capital Appreciation Fund 0%8.03%24.14%-16.93%
PCAQX Principal Capital Appreciation Fund 0%11.47%24.18%-16.95%
PFPWX Parnassus Endeavor Fund 0%8.37%11.64%-16.16%
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund 0%4.36%19.04%-22.21%
PLBEX Plumb Equity Fund 0%12.12%42.77%-39.74%
PMPCX Putnam Sustainable Future Fund 0%9.53%27.72%-34.44%
PMVAX Putnam Sustainable Future Fund 0%9.8%28.6%-33.93%
PMVBX Putnam Sustainable Future Fund 0%9.55%27.69%-34.42%
PMVRX Putnam Sustainable Future Fund 0%7.6%28.33%-34.1%
PMVYX Putnam Sustainable Future Fund 0%9.84%28.99%-33.8%
PMYAX Putnam Multi-Cap Core Fund 0%7.52%24.56%-19.99%
PMYBX Putnam Multi-Cap Core Fund 0%5.07%24.42%-20.73%
PMYCX Putnam Multi-Cap Core Fund 0%7.02%24.33%-20.75%
PMYTX Putnam Multi-Cap Core Fund 0%7.63%24.6%-19.97%
PMYYX Putnam Multi-Cap Core Fund 0%7.3%24.58%-19.98%
PMYZX Putnam Multi-Cap Core Fund 0%8.69%24.27%-20.19%
PNAIX T. Rowe Price New America Growth Fund 0%13.1%22.69%-23.7%
PNOBX Putnam Sustainable Leaders Fund 0%9.27%19.58%-32.17%
PNOCX Putnam Sustainable Leaders Fund 0%12.34%20.44%-31%
PNOPX Putnam Sustainable Leaders Fund 0%12.52%22.45%-28.59%
PNORX Putnam Sustainable Leaders Fund 0%8.2%22.1%-29.07%
PNOTX Putnam Sustainable Future Fund 0%6.04%29.13%-33.68%
PNOYX Putnam Sustainable Leaders Fund 0%11.13%22.91%-27.83%
POAGX PRIMECAP Odyssey Aggressive Growth Fund 0%-0.16%18.37%-31.24%
POGRX PRIMECAP Odyssey Growth Fund 0%3.51%9.09%-23.65%
POGSX Pin Oak Equity Fund 0%7.6%17.53%-25.21%
POMIX T. Rowe Price Total Equity Market Index Fund 0%8.88%24.54%-20.78%
PREFX T. Rowe Price Tax-Efficient Equity Fund 0%9.43%36.14%-31.1%
PRSGX T. Rowe Price Spectrum Diversified Equity Fund 0%5.21%15.16%-26.4%
PRWAX T. Rowe Price New America Growth Fund 0%13.04%22.7%-23.67%
PSLGX Putnam Sustainable Leaders Fund 0%11.16%22.93%-27.75%
PWCIX Principal Capital Appreciation Fund 0%9.54%24.23%-16.95%
PWGIX Pax ESG Beta Quality Fund 0%6.88%17.71%-23.85%
PXGAX Pax ESG Beta Quality Fund 0%3.57%17.27%-24.11%
PXWGX Pax ESG Beta Quality Fund 0%6.8%17.3%-24.09%
PZFVX John Hancock Classic Value Fund 0%-0.63%11.55%-22.35%
QAACX Federated Hermes MDT All Cap Core Fund 0%9.4%21.71%-22.56%
QAGIX Quaker Impact Growth Fund 0%0.17%21.91%-33.48%
QCACX Federated Hermes MDT All Cap Core Fund 0%12.71%21.16%-23.69%
QIACX Federated Hermes MDT All Cap Core Fund 0%13.62%21.78%-22.38%
QKACX Federated Hermes MDT All Cap Core Fund 0%7.24%21.75%-22.59%
QMORX AQR Large Cap Momentum Style Fund 0%12.83%3.3%-26.1%
QUAGX Quaker Impact Growth Fund 0%-0.72%21.64%-34.65%
QWVPX Clearwater Core Equity Fund 0%11.11%23.92%-17.76%
RCKSX Rock Oak Core Growth Fund 0%4.23%14.75%-18.89%
REDWX Aspiration Redwood Fund 0%5.37%22.69%-22.17%
REQAX Russell Investments Sustainable Equity Fund 0%5.13%11.34%-23.66%
RESGX Glenmede Responsible ESG US Equity Portfolio 0%1.62%5.87%-20.97%
RGRYX Victory RS Growth Fund 0%13.01%44.85%-34.48%
RGWCX Victory RS Growth Fund 0%10.31%43.17%-35.76%
RIVBX Riverbridge Growth Fund 0%7.82%32.04%-30.7%
RIVRX Riverbridge Growth Fund 0%3.94%31.71%-30.87%
RLUEX Lazard US Equity Concentrated Portfolio 0%-0.12%-42.06%-24.44%
RMBGX RMB Fund 0%1.44%19.74%-27.65%
RMBHX RMB Fund 0%2.59%19.37%-27.87%
RMBJX RMB Fund 0%1.15%17.89%-30.37%
RNGAX American Funds New Economy Fund 0%8.53%22.81%-30.18%
RNGBX American Funds New Economy Fund 0%10.81%22.84%-30.22%
RNGCX American Funds New Economy Fund 0%10.94%23.82%-29.88%
RNGEX American Funds New Economy Fund 0%7.15%24.01%-29.66%
RNGFX American Funds New Economy Fund 0%11.12%24.18%-29.63%
RNGGX American Funds New Economy Fund 0%7.27%24.13%-29.64%
RNGHX American Funds New Economy Fund 0%8.81%24.08%-29.64%
RNNEX American Funds New Economy Fund 0%10.61%23.65%-30%
RPEAX Davis Opportunity Fund 0%2.18%14.69%-20.71%
RSGKX Victory RS Growth Fund 0%13.19%43.53%-35.36%
RSGRX Victory RS Growth Fund 0%12.5%44.43%-34.74%
RTDAX Russell Multifactor US Equity Fund 0%4.86%19.21%-21.29%
SAALX SA US Core Market Fund 0%0%0%-19%
SABTX SA US Value Fund 0%6.9%9.95%-13.13%
SAGAX Virtus Zevenbergen Innovative Growth Stock Fund 0%5.86%65.15%-57.27%
SAMKX SA US Core Market Fund 0%7.51%24.73%-23.4%
SAVLX SA US Value Fund 0%0%0%-8.5%
SBHAX Segall Bryant & Hamill All Cap Fund 0%7.24%9.11%-25.65%
SCATX Virtus Zevenbergen Innovative Growth Stock Fund 0%10.11%65.58%-57.04%
SEHAX SEI US Equity Factor Allocation Fund 0%8.58%20.48%-25.27%
SEQUX Sequoia Fund 0%8.95%27.83%-32.58%
SEVIX SEI US Managed Volatility Fund 0%3.49%-8.94%-10.8%
SGFCX Sparrow Growth Fund 0%8.97%16.45%-36.74%
SGFFX Sparrow Growth Fund 0%9.11%17.02%-35.33%
SGNFX Sparrow Growth Fund 0%11.09%17.65%-35.22%
SGRAX Wells Fargo Growth Fund 0%11.14%19.5%-41.39%
SGRHX Wells Fargo Growth Fund 0%15.02%24.93%-39.72%
SGRKX Wells Fargo Growth Fund 0%13.03%23.01%-40.36%
SGRNX Wells Fargo Growth Fund 0%13.09%24.8%-39.77%
SHXIX American Beacon Shapiro Equity Opportunities Fund 0%6.34%11.81%-25.09%
SHXPX American Beacon Shapiro Equity Opportunities Fund 0%4.05%11.88%-25.24%
SHXYX American Beacon Shapiro Equity Opportunities Fund 0%8.56%11.77%-25.16%
SMIFX Sound Mind Investing Fund 0%4.67%3.38%-9.8%
SMISX Invesco Summit Fund 0%13.26%37.08%-38.96%
SMITX Invesco Summit Fund 0%15.34%36.91%-39%
SMMIX Invesco Summit Fund 0%13.21%36.82%-39.08%
SMMSX Invesco Summit Fund 0%14.7%36.75%-39.2%
SMVLX Smead Value Fund 0%1.87%15.26%-4.46%
SOPVX Wells Fargo Opportunity Fund 0%3.19%21.32%-28.48%
SRIAX Gabelli ESG Fund, Inc 0%4.15%7.37%-22.56%
SRICX Gabelli ESG Fund, Inc 0%4.12%7.16%-22.73%
SRIDX Gabelli ESG Fund, Inc 0%4.15%7.43%-22.47%
SRIGX Gabelli ESG Fund, Inc 0%2.23%7.36%-22.53%
SRVEX Victory Diversified Stock Fund 0%9.14%12.73%-26.08%
SSHFX Sound Shore Fund 0%4.9%12.31%-14.7%
SSHVX Sound Shore Fund 0%13.62%12.51%-14.58%
SSVSX Victory Special Value Fund 0%6.87%13.36%-26.52%
STRSX Sterling Capital Special Opportunities Fund 0%2.51%5.53%-25.67%
STVYX SEI Tax-Managed Managed Volatility Fund 0%5.94%-6.79%-9.03%
SUSYX SEI US Managed Volatility Fund 0%3.49%-8.94%-10.81%
SVFAX Smead Value Fund 0%9.71%15.21%-4.52%
SVFDX Smead Value Fund 0%5.47%16.96%-4.66%
SVFFX Smead Value Fund 0%2.18%15.26%-4.49%
SVFKX Smead Value Fund 0%7.8%14.85%-4.35%
SVFYX Smead Value Fund 0%7.2%15.26%-4.49%
SVOAX SEI US Managed Volatility Fund 0%5.19%-8.88%-10.81%
SVYAX SEI US Managed Volatility Fund 0%4.24%-7.82%-11.51%
SWANX Schwab Core Equity Fund 0%9.66%19.3%-29.27%
SWEGX Schwab MarketTrack All Equity Portfolio 0%3.37%17.6%-20.23%
SWTSX Schwab Total Stock Market Index Fund 0%4.98%24.23%-20.78%
TCCHX TIAA-CREF Social Choice Low Carbon Equity Fund 0%5.34%21.03%-19.62%
TCEPX TIAA-CREF Equity Index Fund 0%5.27%24.07%-20.63%
TCGCX Thornburg Small/Mid Cap Growth 0%11.63%18.52%-34.82%
TCGRX Thornburg Small/Mid Cap Growth 0%4.18%19.68%-34.16%
TEEFX T. Rowe Price Tax-Efficient Equity Fund 0%8.4%36.24%-31.08%
TEIHX TIAA-CREF Equity Index Fund 0%8.82%24%-20.58%
TEMTX Franklin Mutual Shares Fund 0%2.78%8.34%-15.7%
TESIX Franklin Mutual Shares Fund 0%6.25%7.19%-15.74%
TESRX Franklin Mutual Shares Fund 0%1.95%7.17%-15.76%
TEWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%5.32%20.92%-19.64%
TFCGX Taylor Frigon Core Growth Fund 0%6.57%20.16%-48.26%
TFFCX Touchstone Focused Fund 0%5.62%22.59%-21.77%
TFFIX Touchstone Focused Fund 0%3.46%23.6%-20.71%
TFFYX Touchstone Focused Fund 0%6.46%23.57%-20.74%
TFOAX Touchstone Focused Fund 0%2.7%23.68%-20.91%
TGFRX TANAKA Growth Fund 0%2.49%50.24%-22.71%
TGUNX TCW New America Premier Equities Fund 0%5.31%31.29%-22.26%
TGUSX TCW New America Premier Equities Fund 0%8.13%31.54%-22.05%
TGVCX Touchstone Growth Opportunities Fund 0%10.1%37.86%3.23%
TGVFX Touchstone Growth Opportunities Fund 0%14.05%38.92%-30.22%
TGVVX Touchstone Growth Opportunities Fund 0%14.14%39.7%-30.04%
TGVYX Touchstone Growth Opportunities Fund 0%10.49%39.5%-30.08%
THCGX Thornburg Small/Mid Cap Growth 0%9.89%19.56%-34.19%
THCRX Thornburg Small/Mid Cap Growth 0%9.9%19.54%-34.21%
THGRX Thornburg Small/Mid Cap Growth 0%7.73%20.19%-33.88%
THIGX Thornburg Small/Mid Cap Growth 0%12.05%20.15%-33.87%
TICHX TIAA-CREF Social Choice Equity Fund 0%7.31%15.69%-21.61%
TICRX TIAA-CREF Social Choice Equity Fund 0%5.54%14.61%-22.18%
TIEIX TIAA-CREF Equity Index Fund 0%7.01%24.01%-20.59%
TIHGX Investment House Growth Fund 0%11.96%49.26%-37.04%
TINRX TIAA-CREF Equity Index Fund 0%8.97%24.05%-20.57%
TIQRX TIAA-CREF Equity Index Fund 0%8.56%24.02%-20.55%
TISCX TIAA-CREF Social Choice Equity Fund 0%5.63%15.68%-21.59%
TLGAX Timothy Plan Large-Mid-Cap Growth Fund 0%7.9%16.89%-28.67%
TLGCX Timothy Plan Large-Mid-Cap Growth Fund 0%6.08%13.34%-31.47%
TLVAX Timothy Plan Large-Mid-Cap Value Fund 0%6.76%12.19%-16.26%
TLVCX Timothy Plan Large-Mid-Cap Value Fund 0%8.05%11.68%-18.32%
TLWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%5.31%20.97%-19.67%
TMMAX SEI Tax-Managed Managed Volatility Fund 0%5.32%-6.79%-8.98%
TMVIX Timothy Plan Large-Mid-Cap Value Fund 0%6.81%12.24%-16.2%
TNWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%7.09%21.01%-19.65%
TORLX Toreador Core Fund 0%8.17%6.99%-18.98%
TORZX Toreador Core Fund 0%4.92%7.1%-19.18%
TPLIX Timothy Plan Large-Mid-Cap Growth Fund 0%8.06%17.16%-28.26%
TPWCX TIAA-CREF Social Choice Low Carbon Equity Fund 0%3.98%21.02%-19.61%
TQMVX T. Rowe Price QM US Value Equity Fund 0%9.19%3.97%-9.05%
TQVAX T. Rowe Price QM US Value Equity Fund 0%9.12%5.16%-8.97%
TQVIX T. Rowe Price QM US Value Equity Fund 0%10.82%4.01%-8.95%
TRPSX TIAA-CREF Social Choice Equity Fund 0%2.96%15.79%-21.61%
TRSCX TIAA-CREF Social Choice Equity Fund 0%5.59%15.82%-21.51%
TSGAX Timothy Plan Strategic Growth Fund 0%0.65%5.94%-19.49%
TSGCX Timothy Plan Strategic Growth Fund 0%2.27%6.02%-20.51%
TSWEX TS&W Equity Portfolio 0%2.23%-1.8%-10.18%
TVAFX Thornburg Small/Mid Cap Core Fund 0%5.39%13.14%-19.59%
TVCFX Thornburg Small/Mid Cap Core Fund 0%3.38%12.04%-20.32%
TVFRX Guggenheim Directional Allocation Fund 0%7.1%8.76%-18.06%
TVIFX Thornburg Small/Mid Cap Core Fund 0%5.52%13.61%-19.6%
TVIRX Thornburg Small/Mid Cap Core Fund 0%4.14%13.32%-19.61%
TVRFX Thornburg Small/Mid Cap Core Fund 0%5.42%13.19%-19.58%
TVRRX Thornburg Small/Mid Cap Core Fund 0%2.81%13.6%-19.6%
UAVAX USAA Value Fund 0%11.37%12.28%-12.45%
UIVAX USAA Value Fund 0%6.84%12.5%-12.64%
UVALX USAA Value Fund 0%10.95%12.51%-12.7%
VADAX Invesco Equally-Weighted S&P 500 Fund 0%3.03%8.19%-18.89%
VADCX Invesco Equally-Weighted S&P 500 Fund 0%1.89%7.92%-19.69%
VADDX Invesco Equally-Weighted S&P 500 Fund 0%1.62%8.29%-18.67%
VADFX Invesco Equally-Weighted S&P 500 Fund 0%3.13%8.3%-18.59%
VADRX Invesco Equally-Weighted S&P 500 Fund 0%2.95%8.14%-19.07%
VAGGX Delaware Select Growth Fund 0%5.18%37.18%-50.26%
VALAX Al Frank Fund 0%5.18%7.28%-20.23%
VALSX Value Line Select Growth Fund, Inc. 0%5.37%19.17%-28.97%
VALUX Al Frank Fund 0%0%0%-4.75%
VAPAX Virtus FORT Trend Fund 0%0%-3.31%-11.03%
VAPCX Virtus FORT Trend Fund 0%0%-3.73%-11.8%
VAPIX Virtus FORT Trend Fund 0%0%-3.23%-10.81%
VASVX Vanguard Selected Value Fund 0%0.42%15.69%-18.5%
VDEQX Vanguard Diversified Equity Fund 0%6.85%21.85%-31.48%
VDSCX Victory Diversified Stock Fund 0%5.31%10.01%-27.41%
VDSIX Victory Diversified Stock Fund 0%7.62%12.8%-26.09%
VDSRX Victory Diversified Stock Fund 0%9.23%12.84%-26.1%
VDSYX Victory Diversified Stock Fund 0%10.38%12.77%-26.08%
VFMFX Vanguard US Multifactor Fund 0%6.6%15.76%-7.78%
VFPIX Private Capital Management Value Fund 0%-3.51%6.38%-4.41%
VHCAX Vanguard Capital Opportunity Fund 0%5.4%22.65%-24.53%
VHCOX Vanguard Capital Opportunity Fund 0%7.65%22.65%-24.52%
VHIAX JPMorgan Growth Advantage Fund 0%12.27%38.89%-30.52%
VITNX Vanguard Institutional Total Stock Market Index Fund 0%4.92%22.85%-23.99%
VITPX Vanguard Institutional Total Stock Market Index Fund 0%4.72%22.86%-23.99%
VITSX Vanguard Total Stock Market Index Fund 0%8%24.55%-20.8%
VRPAX Virtus FORT Trend Fund 0%0%-3.13%-10.79%
VRTTX Vanguard Russell 3000 Index Fund 0%6.7%23.9%-20.46%
VSMPX Vanguard Total Stock Market Index Fund 0%6.19%24.57%-20.8%
VSPIX Victory Special Value Fund 0%10.32%13.83%-26.21%
VSTSX Vanguard Total Stock Market Index Fund 0%4.08%24.58%-20.79%
VSVCX Victory Special Value Fund 0%11.26%9.57%-28.82%
VSVGX Victory Special Value Fund 0%9.01%12.05%-27.35%
VSVYX Victory Special Value Fund 0%12.12%13.84%-26.32%
VTCIX Vanguard Tax-Managed Capital Appreciation Fund 0%7.16%24.92%-20.21%
VTCLX Vanguard Tax-Managed Capital Appreciation Fund 0%7.15%24.92%-20.21%
VTSAX Vanguard Total Stock Market Index Fund 0%6.18%24.57%-20.81%
VTSMX Vanguard Total Stock Market Index Fund 0%6.18%24.56%-20.79%
VTUIX Vontobel US Equity Institutional Fund 0%2.86%24.4%-19.31%
VVOAX Invesco Value Opportunities Fund 0%9.65%12.51%-7.57%
VVOCX Invesco Value Opportunities Fund 0%9.46%11.37%-8.49%
VVONX Invesco Value Opportunities Fund 0%1.94%12.91%-7.42%
VVORX Invesco Value Opportunities Fund 0%9.55%12.19%-7.68%
VVOSX Invesco Value Opportunities Fund 0%8.64%12.95%-7.42%
VWNDX Vanguard Windsor Fund 0%1.35%6.07%-16.25%
VWNEX Vanguard Windsor Fund 0%0.86%6.06%-16.26%
WBGSX William Blair Growth Fund 0%5.77%22.01%-32.68%
WDSCX Wells Fargo Discovery Fund 0%7.24%19.21%-39.53%
WFDAX Wells Fargo Discovery Fund 0%5.59%20.13%-38.75%
WFDDX Wells Fargo Discovery Fund 0%2.19%20.25%-38.62%
WFDRX Wells Fargo Discovery Fund 0%7.63%20.62%-38.35%
WFDSX Wells Fargo Discovery Fund 0%9.63%20.52%-38.43%
WFIVX Wilshire 5000 Index Fund 0%4.52%20.86%-22.86%
WFOPX Wells Fargo Opportunity Fund 0%6.21%19.75%-29.75%
WGFCX Wells Fargo Growth Fund 0%13.77%5.74%-44.95%
WINDX Wilshire 5000 Index Fund 0%8.42%20.89%-22.88%
WLVDX Wells Fargo Low Volatility US Equity Fund 0%0%0%-20.63%
WLVJX Wells Fargo Low Volatility US Equity Fund 0%0%0%-20.35%
WLVKX Wells Fargo Low Volatility US Equity Fund 0%0%0%-20.64%
WLVLX Wells Fargo Low Volatility US Equity Fund 0%0%0%-20.37%
WLVOX Wells Fargo Low Volatility US Equity Fund 0%0%0%-20.61%
WOFDX Wells Fargo Opportunity Fund 0%4.9%22.2%-27.44%
WOFNX Wells Fargo Opportunity Fund 0%3.32%22.64%-27.07%
WPASX AB Concentrated Growth Fund 0%5.06%18.21%-26.26%
WPCSX AB Concentrated Growth Fund 0%5.33%17.37%-26.92%
WPRSX AB Concentrated Growth Fund 0%3.31%17.92%-26.57%
WPSGX AB Concentrated Growth Fund 0%5.14%18.26%-26.03%
WPSIX AB Concentrated Growth Fund 0%3.98%18.14%-26.06%
WPSKX AB Concentrated Growth Fund 0%5.48%18.1%-26.21%
WPSZX AB Concentrated Growth Fund 0%4.01%18.35%-26.01%
WPVIX Weitz Partners Value Fund 0%7.45%15.93%-26.2%
WPVLX Weitz Partners Value Fund 0%6.04%15.66%-26.47%
ZVGIX Zevenbergen Genea Fund 0%1.15%71.91%-58.75%
ZVGNX Zevenbergen Genea Fund 0%4.7%71.41%-58.89%
ZVNBX Zevenbergen Growth Fund 0%11.63%63.92%-54.79%
ZVNIX Zevenbergen Growth Fund 0%2.29%64.41%-54.65%