| BAREX | CREFX | BAREX / CREFX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 2.682 | 3.614 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 8.18B | 4% |
| Annual Yield % from dividends | 2.78 | 2.90 | 96% |
| Returns for 1 year | -2.28 | -2.02 | 113% |
| Returns for 3 years | 18.60 | 20.62 | 90% |
| Returns for 5 years | 26.72 | 24.95 | 107% |
| Returns for 10 years | 49.40 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MBERX | 32.38 | -0.23 | -0.71% |
| NYLI Balanced Class R6 | |||
| RERAX | 61.37 | -1.05 | -1.68% |
| American Funds EUPAC R1 | |||
| EIFGX | 32.35 | -0.64 | -1.94% |
| Eaton Vance Focused Growth Opps I | |||
| PSSJX | 23.95 | -0.52 | -2.13% |
| Principal SmallCap S&P 600 Index J | |||
| QILGX | 42.69 | -0.95 | -2.18% |
| Federated Hermes MDT Large Cap Growth IS | |||