Name Funds
holding
Growth Growth % Return since
30 Sep ‘17
2001
618 +8 +1% 253%
2002
78 +1 +1% 26.6%
2003
942 +12 +1% 14.5%
EPC icon
2004
Edgewell Personal Care
EPC
$1.05B
314 +4 +1% 69.2%
2005
1,100 +14 +1% 327%
2006
79 +1 +1% 80.9%
2007
238 +3 +1% 589%
2008
238 +3 +1% 60.9%
2009
239 +3 +1% 4.91%
2010
240 +3 +1% 28.1%
IRT icon
2011
Independence Realty Trust
IRT
$3.69B
160 +2 +1% 54%
2012
160 +2 +1% 52.1%
2013
561 +7 +1% 117%
2014
566 +7 +1% 220%
2015
243 +3 +1% 23.9%
2016
818 +10 +1% 37%
2017
164 +2 +1% 836%
2018
82 +1 +1% 96.6%
2019
576 +7 +1% 604%
2020
247 +3 +1% 371%
2021
248 +3 +1% 59.4%
2022
248 +3 +1% 19.3%
2023
498 +6 +1% 94.4%
2024
83 +1 +1% 85.4%
2025
83 +1 +1% 886%