| ASMZX | WCMLX | ASMZX / WCMLX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 1.79 | 54% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.487 | 7.558 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 47.5M | 684% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.04 | 13.24 | 46% |
| Returns for 3 years | 26.28 | 29.48 | 89% |
| Returns for 5 years | -31.29 | -2.44 | 1,283% |
| Returns for 10 years | 66.56 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWLIX | 46.08 | 0.13 | +0.28% |
| Hotchkis & Wiley Large Cap Fdml Value I | |||
| JHJIX | 12.82 | N/A | N/A |
| JHancock ESG Large Cap Core I | |||
| EQTIX | 17.49 | -0.07 | -0.40% |
| Shelton Equity Income Investor | |||
| JABCX | 47.63 | -0.25 | -0.52% |
| Janus Henderson Balanced C | |||
| AFDCX | 44.49 | -0.31 | -0.69% |
| American Century Large Cap Equity C | |||