BLUEX | CPCLX | BLUEX / CPCLX | |
Total Expense Ratio | 1.16 | 3.19 | 36% |
Annual Report Gross Expense Ratio | 1.24 | 3.19 | 39% |
Fund Existence | 35 years | 9 years | - |
Gain YTD | 5.296 | 10.986 | 48% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 2500 | 80% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 101M | 1.14B | 9% |
Annual Yield % from dividends | 0.27 | 2.80 | 10% |
Returns for 1 year | 4.21 | 8.91 | 47% |
Returns for 3 years | 12.27 | 25.17 | 49% |
Returns for 5 years | -24.49 | 53.70 | -46% |
Returns for 10 years | 17.63 | N/A | - |