| CTLFX | RLBCX | CTLFX / RLBCX | |
| Total Expense Ratio | 0.76 | 0.89 | 85% |
| Annual Report Gross Expense Ratio | 0.76 | 0.89 | 85% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 13.381 | 16.253 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 269B | 2% |
| Annual Yield % from dividends | 2.55 | 1.44 | 177% |
| Returns for 1 year | 10.06 | 8.93 | 113% |
| Returns for 3 years | 33.82 | 39.00 | 87% |
| Returns for 5 years | 15.30 | 37.26 | 41% |
| Returns for 10 years | 71.63 | 71.11 | 101% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SLGYX | 27.31 | N/A | N/A |
| Saratoga Large Capitalization Growth A | |||
| PSVIX | 15.64 | N/A | N/A |
| Virtus NFJ Small-Cap Value Inst | |||
| FCIHX | 17.73 | N/A | N/A |
| NYLI PineStone International Equity Cl P | |||
| UBVTX | 80.49 | N/A | N/A |
| Undiscovered Managers Behavioral Val R3 | |||
| FIQVX | 39.48 | N/A | N/A |
| Fidelity Advisor Convertible Secs Z | |||