| CSFZX | JARIX | CSFZX / JARIX | |
| Total Expense Ratio | 0.84 | 1.05 | 80% |
| Annual Report Gross Expense Ratio | 0.84 | 1.20 | 70% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.766 | 5.671 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 220M | 962% |
| Annual Yield % from dividends | 2.77 | 3.20 | 87% |
| Returns for 1 year | 8.15 | 5.83 | 140% |
| Returns for 3 years | 22.10 | 13.15 | 168% |
| Returns for 5 years | 17.39 | -7.81 | -223% |
| Returns for 10 years | 47.29 | -1.82 | -2,593% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SHAPX | 35.08 | 0.09 | +0.26% |
| ClearBridge Appreciation A | |||
| PORIX | 55.64 | 0.11 | +0.20% |
| Trillium ESG Global Equity Institutional | |||
| FCGYX | 20.15 | 0.04 | +0.20% |
| NYLI PineStone Global Equity Class C | |||
| CDWFX | 13.86 | 0.02 | +0.14% |
| American Funds Dvlpg Wld Gr&Inc 529F1 | |||
| BGCJX | 16.01 | N/A | N/A |
| Baillie Gifford EAFE Plus All Cap 3 | |||