| CSFZX | SRECX | CSFZX / SRECX | |
| Total Expense Ratio | 0.84 | 2.06 | 41% |
| Annual Report Gross Expense Ratio | 0.84 | 2.75 | 31% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 11.096 | 7.253 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 216M | 953% |
| Annual Yield % from dividends | 2.77 | 1.42 | 195% |
| Returns for 1 year | 3.52 | 0.60 | 583% |
| Returns for 3 years | 20.54 | 23.36 | 88% |
| Returns for 5 years | 20.51 | 16.08 | 128% |
| Returns for 10 years | 51.70 | 49.98 | 103% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FFAMX | 22.77 | N/A | N/A |
| Fidelity Advisor Asset Manager 50% A | |||
| FDERX | 24.67 | N/A | N/A |
| Federated Hermes Strategic Div Gr R | |||
| CDWAX | 13.81 | N/A | N/A |
| American Funds Dvlpg Wld Gr&Inc 529A | |||
| STVZX | 10.98 | N/A | N/A |
| Virtus Ceredex Large-Cap Value Equity R6 | |||
| WCMNX | 13.64 | N/A | N/A |
| WCM Small Cap Growth Investor | |||