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  • mutual funds ytd returns

    • BERIX Berwyn Income Fund

      192 funds in the Allocation 15-30% Equity Category, 3 stars for the 3-year rating among 192 funds, 2 stars for the 5-year rating among 162 funds and 4 stars for the 10-year rating among 90 funds. Ratings are based on risk-adjusted returns. The Fund’s ratings reflect fee waivers in effect; in their absence, ratings may have been lower.


    • MUTUAL FUNDS

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      MUTUAL FUNDS Sponsored by Bourse Securities Limited MUTUAL FUND PRICES As at 22nd May, 2019 Growth Funds Net Asset Value YTD Returns Savinvest TT$ Capital Growth Fund $ 24.1492 3.37%


    • Mutual Funds LEGG MASON FUNDS OFFERED AT PRIMERICA

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      YTD (Year-To-Date) returns are cumulative ®gures and are not annualized. YTD returns are calculated from January 1 of the reporting year. Average annual total returns and calendar-year returns assume reinvestment of all distributions at net asset value and the deduction of all fund expenses.


    • NORTHERN FUNDS EQUITY INCOME EQUITY FUND MUTUAL FUND AS OF 2Q19

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      The Morningstar Rating™ for funds, or “star rating,” is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history.


    • PIMCO Real Return A PRTNX YTD YTD YTD YTD YTD YTD -15

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      . . 193 165 101 . # of Funds in Category Quarter End Returns as of 06-30-19 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Fund Return % 6.12 4.09 1.96 1.04 3.53 5.25 Standardized Return % 2.14 0.18 0.67 0.27 3.14 5.07 Performance Disclosure: The performance data quoted represents past performance and does not guarantee future results.


    • The Royce Funds Show Shift, Outperform YTD

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      The Royce Funds Show Shift, Outperform YTD Royce Funds Gain Momentum YTD YTD Performance1 of U.S. Small-Cap Royce Funds 2 vs Russell 2000 through 3/31/16 (%) -5 0 5 10 Smaller-Companies Growth Russell 2000 Low-Priced Stock Dividend Heritage Premier Opportunity Value Total Return Small-Cap Leaders Special Equity Pennsylvania Mutual Small-Cap ...