| AIWCX | RERBX | AIWCX / RERBX | |
| Total Expense Ratio | 2.22 | 1.56 | 142% |
| Annual Report Gross Expense Ratio | 2.22 | 1.56 | 142% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 14.061 | 21.377 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 134B | 2% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 8.83 | 11.48 | 77% |
| Returns for 3 years | 23.32 | 28.00 | 83% |
| Returns for 5 years | -12.63 | -1.20 | 1,049% |
| Returns for 10 years | 8.26 | 36.95 | 22% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VFMFX | 46.61 | 0.44 | +0.95% |
| Vanguard US Multifactor Admiral™ | |||
| FOVCX | 21.32 | 0.15 | +0.71% |
| First Trust/Confluence Small Cap Val C | |||
| ACIIX | 9.16 | 0.06 | +0.66% |
| American Century Equity Income I | |||
| GRMRX | 31.65 | 0.10 | +0.32% |
| Nationwide S&P 500 Index R | |||
| MXXIX | 61.90 | 0.19 | +0.31% |
| Marsico Midcap Growth Focus Fund | |||