| FWMMX | MLVGX | FWMMX / MLVGX | |
| Total Expense Ratio | 0.35 | 1.64 | 21% |
| Annual Report Gross Expense Ratio | 0.35 | 1.69 | 21% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.263 | -3.706 | -223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 339M | 61,652% |
| Annual Yield % from dividends | 1.35 | 0.27 | 498% |
| Returns for 1 year | 6.41 | -5.05 | -127% |
| Returns for 3 years | 32.95 | 2.26 | 1,459% |
| Returns for 5 years | 45.18 | -2.40 | -1,883% |
| Returns for 10 years | N/A | 54.63 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LBSAX | 36.60 | 0.17 | +0.47% |
| Columbia Dividend Income A | |||
| LVAEX | 26.54 | 0.12 | +0.45% |
| LSV Value Equity Investor | |||
| JLPCX | 16.84 | 0.05 | +0.30% |
| JPMorgan US Large Cap Core Plus C | |||
| BAFYX | 10.92 | 0.03 | +0.28% |
| Brown Advisory Sustainable Sml-Cp Cr Ins | |||
| SBRVX | 15.26 | N/A | N/A |
| Segall Bryant & Hamill Sm Cp Val Ret | |||