CLBAX | WMBLX | CLBAX / WMBLX | |
Total Expense Ratio | 0.58 | 1.30 | 45% |
Annual Report Gross Expense Ratio | 0.58 | 1.30 | 45% |
Fund Existence | 24 years | 27 years | - |
Gain YTD | 11.362 | 6.202 | 183% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 259B | 98.2M | 263,747% |
Annual Yield % from dividends | 1.80 | 1.46 | 123% |
Returns for 1 year | 9.95 | -1.18 | -841% |
Returns for 3 years | 40.92 | 10.62 | 385% |
Returns for 5 years | 41.54 | 15.52 | 268% |
Returns for 10 years | 88.47 | 35.44 | 250% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LCRIX | 23.70 | 0.03 | +0.13% |
Leuthold Core Investment Institutional | |||
VKSGX | 10.63 | 0.01 | +0.09% |
Virtus KAR Small-Mid Cap Value R6 | |||
CSMVX | 43.33 | -0.08 | -0.18% |
Congress Small Cap Growth Retail | |||
PMYTX | 47.60 | -0.16 | -0.34% |
Putnam Core Equity Fund R6 | |||
FDVKX | 12.91 | -0.05 | -0.39% |
Fidelity Value Discovery K6 |