| FBFRX | HBLAX | FBFRX / HBLAX | |
| Total Expense Ratio | 0.59 | 0.89 | 66% |
| Annual Report Gross Expense Ratio | 0.60 | 0.89 | 67% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 9.031 | 9.012 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 3.34B | 11.7B | 29% |
| Annual Yield % from dividends | 4.74 | 3.29 | 144% |
| Returns for 1 year | 5.39 | 3.28 | 164% |
| Returns for 3 years | 23.27 | 18.19 | 128% |
| Returns for 5 years | 26.83 | 13.61 | 197% |
| Returns for 10 years | 57.53 | 45.05 | 128% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SDVSX | 18.32 | 0.07 | +0.38% |
| Sit Dividend Growth S | |||
| WIFMX | 3.73 | 0.01 | +0.27% |
| Wasatch Frontier Emerg Sm Countrs Instl | |||
| MXETX | 13.68 | 0.02 | +0.15% |
| Empower Core Strategies US Eq Inv | |||
| NBGIX | 62.61 | 0.03 | +0.05% |
| Neuberger Berman Genesis Instl | |||
| FTINX | 12.84 | N/A | N/A |
| Fidelity Advisor Asset Manager 30% I | |||