| CBHIX | PFATX | CBHIX / PFATX | |
| Total Expense Ratio | 0.41 | 1.13 | 36% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 2.949 | 5.302 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 378M | 730% |
| Annual Yield % from dividends | 4.14 | 1.83 | 227% |
| Returns for 1 year | 9.25 | 10.90 | 85% |
| Returns for 3 years | 18.40 | 7.23 | 255% |
| Returns for 5 years | 14.42 | 13.13 | 110% |
| Returns for 10 years | 36.10 | 10.70 | 338% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FBFQX | 13.55 | 0.06 | +0.44% |
| Franklin Managed Income R | |||
| WMBLX | 13.90 | 0.05 | +0.36% |
| WesMark Balanced | |||
| VSGAX | 110.56 | -0.16 | -0.14% |
| Vanguard Small Cap Growth Index Admiral | |||
| BAUAX | 27.80 | -0.05 | -0.18% |
| Brown Advisory Small-Cap Fdmtl Val Adv | |||
| MLNCX | 25.02 | -0.48 | -1.88% |
| Morgan Stanley Instl Glbl Concntr C | |||