BAREX | CSRIX | BAREX / CSRIX | |
Total Expense Ratio | 1.00 | 0.75 | 133% |
Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
Fund Existence | 13 years | 25 years | - |
Gain YTD | 2.892 | 5.396 | 54% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 341M | 7.8B | 4% |
Annual Yield % from dividends | 2.62 | 3.04 | 86% |
Returns for 1 year | 10.38 | 12.21 | 85% |
Returns for 3 years | 7.77 | 13.55 | 57% |
Returns for 5 years | 38.31 | 42.69 | 90% |
Returns for 10 years | 48.64 | 48.40 | 100% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
GFAFX | 81.99 | 0.81 | +1.00% |
American Funds Growth Fund of Amer F1 | |||
WBCRX | 16.75 | 0.16 | +0.96% |
William Blair Small-Mid Cap Core R6 | |||
CMJIX | 43.62 | 0.25 | +0.58% |
Calvert US Mid Cap Core Rspnb Idx I | |||
TPISX | 13.23 | 0.05 | +0.38% |
Nuveen Quant Intl Small Cap Eq Premier | |||
ESPAX | 37.74 | 0.14 | +0.37% |
Allspring Special Small Cap Value A |