BIRDX | CSFAX | BIRDX / CSFAX | |
Total Expense Ratio | 0.22 | 1.19 | 18% |
Annual Report Gross Expense Ratio | 0.22 | 1.19 | 18% |
Fund Existence | 10 years | 21 years | - |
Gain YTD | 7.384 | 7.870 | 94% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 2000000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 247M | 1.98B | 12% |
Annual Yield % from dividends | 2.64 | 2.59 | 102% |
Returns for 1 year | -12.07 | 3.33 | -362% |
Returns for 3 years | -12.64 | 2.27 | -556% |
Returns for 5 years | 7.40 | 25.92 | 29% |
Returns for 10 years | 15.63 | 39.60 | 39% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FBBAX | 28.07 | 0.05 | +0.18% |
First Foundation Total Return A | |||
SMDLX | 23.16 | -0.04 | -0.17% |
ClearBridge Tactical Dividend Income C | |||
FOCKX | 24.51 | -0.06 | -0.24% |
Fidelity OTC K | |||
RSESX | 17.93 | -0.05 | -0.28% |
Russell Inv US Strategic Equity S | |||
VSVIX | 30.89 | -0.28 | -0.90% |
Victory Integrity Small-Cap Value Y |