| FBFRX | HBLRX | FBFRX / HBLRX | |
| Total Expense Ratio | 0.59 | 1.28 | 46% |
| Annual Report Gross Expense Ratio | 0.60 | 1.28 | 47% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 10.126 | 6.346 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37B | 11.7B | 29% |
| Annual Yield % from dividends | 4.66 | 2.85 | 164% |
| Returns for 1 year | 9.68 | 5.98 | 162% |
| Returns for 3 years | 23.53 | 16.48 | 143% |
| Returns for 5 years | 27.15 | 7.97 | 340% |
| Returns for 10 years | 58.78 | 40.60 | 145% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CDCRX | 11.18 | 0.01 | +0.09% |
| Copeland Dividend Growth Fund Class C | |||
| VMVFX | 15.86 | 0.01 | +0.06% |
| Vanguard Global Minimum Volatility Inv | |||
| SOAVX | 38.59 | 0.01 | +0.03% |
| Spirit of America Large Cap Value A | |||
| FAASX | 32.30 | N/A | N/A |
| Fidelity Advisor Asset Manager 70% A | |||
| PSGKX | 25.26 | -0.17 | -0.67% |
| BlackRock Advantage Small Cap Gr K | |||