| ATHAX | JDMAX | ATHAX / JDMAX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | -0.923 | -0.549 | 168% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 22.8B | 25% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.37 | -4.73 | 473% |
| Returns for 3 years | -6.99 | 3.69 | -189% |
| Returns for 5 years | -32.38 | -14.28 | 227% |
| Returns for 10 years | -6.50 | 73.11 | -9% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALVRX | 10.98 | 0.08 | +0.73% |
| American Century Focused Lg Cap Val R | |||
| CIGCX | 19.03 | 0.12 | +0.63% |
| Calamos International Growth C | |||
| PLIBX | 37.81 | -0.24 | -0.63% |
| Plumb Balanced Institutional | |||
| LMRNX | 33.84 | -0.34 | -0.99% |
| 1919 Socially Responsive Balanced I | |||
| ACIHX | 59.18 | -1.25 | -2.07% |
| American Century Growth G | |||