| CCKTX | LIZPX | CCKTX / LIZPX | |
| Total Expense Ratio | 1.47 | 0.39 | 377% |
| Annual Report Gross Expense Ratio | 1.47 | 0.44 | 334% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 1.915 | 2.972 | 64% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 5.09B | 369% |
| Annual Yield % from dividends | 0.00 | 1.62 | - |
| Returns for 1 year | 11.96 | 20.73 | 58% |
| Returns for 3 years | 44.16 | 61.66 | 72% |
| Returns for 5 years | 26.57 | 62.41 | 43% |
| Returns for 10 years | 126.52 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WICVX | 9.90 | 0.12 | +1.23% |
| Wasatch Small Cap Value Institutional | |||
| MPMCX | 2.46 | 0.01 | +0.41% |
| BNY Mellon Mid Cap Multi-Strategy M | |||
| CLBAX | 38.27 | -0.05 | -0.13% |
| American Funds American Balanced 529A | |||
| ANOIX | 21.85 | -0.16 | -0.73% |
| American Century Small Cap Growth Inv | |||
| BRWUX | 26.77 | -0.40 | -1.47% |
| MFS Blended Research Growth Eq R4 | |||