| CVISX | SBSIX | CVISX / SBSIX | |
| Total Expense Ratio | 1.35 | 1.06 | 127% |
| Annual Report Gross Expense Ratio | 1.44 | 1.54 | 94% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 9.766 | 5.570 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 89.3M | 344% |
| Annual Yield % from dividends | 3.90 | 4.95 | 79% |
| Returns for 1 year | 29.51 | 52.01 | 57% |
| Returns for 3 years | 62.62 | 85.42 | 73% |
| Returns for 5 years | 73.17 | 86.66 | 84% |
| Returns for 10 years | 155.36 | 136.76 | 114% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSPIX | 5.65 | 0.03 | +0.53% |
| LoCorr Spectrum Income I | |||
| HDGRX | 36.07 | 0.14 | +0.39% |
| Hartford Dividend and Growth R3 | |||
| BRUDX | 16.79 | 0.01 | +0.06% |
| MFS Blended Research Value Equity A | |||
| LGMNX | 26.16 | -0.15 | -0.57% |
| Loomis Sayles Global Allocation N | |||
| APHSX | 38.20 | -0.69 | -1.77% |
| Artisan Small Cap Institutional | |||