CLARX | CSZIX | CLARX / CSZIX | |
Total Expense Ratio | 1.18 | 0.75 | 157% |
Annual Report Gross Expense Ratio | 1.39 | 0.75 | 185% |
Fund Existence | 23 years | 11 years | - |
Gain YTD | 1.642 | 5.688 | 29% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 15000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 226M | 8.35B | 3% |
Annual Yield % from dividends | 2.69 | 2.83 | 95% |
Returns for 1 year | -6.27 | -3.27 | 192% |
Returns for 3 years | -11.62 | 31.18 | -37% |
Returns for 5 years | 1.19 | 34.87 | 3% |
Returns for 10 years | -45.15 | 60.23 | -75% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
SWLGX | 17.36 | 0.08 | +0.46% |
Schwab ® US Large-Cap Growth Idx | |||
PRCNX | 12.01 | 0.05 | +0.42% |
T. Rowe Price Intl Disciplined Eq Inv | |||
MRFOX | 34.17 | 0.14 | +0.41% |
Marshfield Concentrated Opportunity | |||
LSVVX | 15.07 | 0.06 | +0.40% |
LSV Conservative Value Equity | |||
RICCX | 66.31 | 0.09 | +0.14% |
American Funds Invmt Co of Amer R3 |