AAAAX | CAIBX | AAAAX / CAIBX | |
Total Expense Ratio | 1.14 | 0.59 | 193% |
Annual Report Gross Expense Ratio | 1.28 | 0.59 | 217% |
Fund Existence | 18 years | 38 years | - |
Gain YTD | 11.170 | 17.090 | 65% |
Front Load | 6% | 6% | 100% |
Min. Initial Investment | 1000 | 250 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.36B | 120B | 4% |
Annual Yield % from dividends | 3.77 | 2.92 | 129% |
Returns for 1 year | 5.15 | 10.77 | 48% |
Returns for 3 years | 27.51 | 47.65 | 58% |
Returns for 5 years | 43.95 | 52.55 | 84% |
Returns for 10 years | 80.63 | 60.64 | 133% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CVERX | 15.45 | 0.09 | +0.59% |
Columbia Select Mid Cap Value Instl 2 | |||
IVOSX | 19.38 | 0.05 | +0.26% |
Macquarie Mid Cap Income Opps R6 | |||
AQEIX | 18.85 | 0.02 | +0.11% |
LKCM Aquinas Catholic Equity | |||
SPWIX | 34.01 | -0.15 | -0.44% |
SEI Small Cap Growth I (SIMT) | |||
PRJIX | 57.79 | -0.38 | -0.65% |
T. Rowe Price New Horizons I |