CLBAX | MTRBX | CLBAX / MTRBX | |
Total Expense Ratio | 0.58 | 1.47 | 39% |
Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
Fund Existence | 23 years | 32 years | - |
Gain YTD | 9.013 | 6.338 | 142% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 254B | 7.74B | 3,282% |
Annual Yield % from dividends | 1.84 | 1.54 | 120% |
Returns for 1 year | 10.23 | 1.94 | 528% |
Returns for 3 years | 35.76 | 9.96 | 359% |
Returns for 5 years | 41.42 | 8.62 | 481% |
Returns for 10 years | 77.58 | 24.30 | 319% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FCPVX | 20.91 | 0.15 | +0.72% |
Fidelity Small Cap Value Fund | |||
HEOSX | 18.28 | 0.13 | +0.72% |
Hartford Climate Opportunities R4 | |||
VLLIX | 45.76 | 0.24 | +0.53% |
Value Line Larger Companies Focus Instl | |||
RICGX | 65.03 | 0.23 | +0.35% |
American Funds Invmt Co of Amer R6 | |||
CFIAX | 14.50 | 0.03 | +0.21% |
Columbia Flexible Capital Income A |