| AEPGX | CRIRX | AEPGX / CRIRX | |
| Total Expense Ratio | 0.83 | 0.72 | 115% |
| Annual Report Gross Expense Ratio | 0.83 | 1.05 | 79% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 12.807 | 17.451 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 203M | 66,010% |
| Annual Yield % from dividends | 0.64 | 2.81 | 23% |
| Returns for 1 year | 11.71 | 16.25 | 72% |
| Returns for 3 years | 26.99 | 39.82 | 68% |
| Returns for 5 years | -7.19 | -7.27 | 99% |
| Returns for 10 years | 37.60 | 43.10 | 87% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGASX | 19.11 | 0.07 | +0.37% |
| Baillie Gifford Global Alpha Equities I | |||
| NPNAX | 51.59 | 0.05 | +0.10% |
| Neuberger Large Cap Value A | |||
| LIGCX | 11.39 | 0.01 | +0.09% |
| Loomis Sayles International Growth C | |||
| DQIAX | 35.92 | -0.01 | -0.03% |
| BNY Mellon Equity Income Fund A | |||
| PMIRX | 11.36 | -0.06 | -0.53% |
| Putnam Multi-Asset Income R | |||