| CCSAX | JCCSX | CCSAX / JCCSX | |
| Total Expense Ratio | 1.11 | 1.40 | 79% |
| Annual Report Gross Expense Ratio | 1.11 | 1.50 | 74% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 15.210 | 22.065 | 69% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 413M | 1.02B | 40% |
| Annual Yield % from dividends | 8.03 | 2.32 | 347% |
| Returns for 1 year | 18.08 | 22.80 | 79% |
| Returns for 3 years | 9.12 | 10.62 | 86% |
| Returns for 5 years | 83.44 | 85.75 | 97% |
| Returns for 10 years | 71.19 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ASVDX | 9.81 | -0.07 | -0.71% |
| American Century Small Cap Value R6 | |||
| RIRFX | 80.13 | -0.64 | -0.79% |
| American Funds Capital Income Bldr R5 | |||
| PCBCX | 12.62 | -0.17 | -1.33% |
| Victory Pioneer Balanced C | |||
| ICBMX | 19.34 | -0.27 | -1.38% |
| ICON Natural Resources and Infras Instl | |||
| PMFPX | 23.97 | -0.46 | -1.88% |
| Principal MidCap S&P 400 Index R5 | |||