| FWMMX | MRGCX | FWMMX / MRGCX | |
| Total Expense Ratio | 0.35 | 1.64 | 21% |
| Annual Report Gross Expense Ratio | 0.35 | 1.65 | 21% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 8.263 | -3.570 | -231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 6.59B | 3,172% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 6.41 | -5.66 | -113% |
| Returns for 3 years | 32.95 | 25.73 | 128% |
| Returns for 5 years | 45.18 | 14.42 | 313% |
| Returns for 10 years | N/A | 75.44 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GBLEX | 40.47 | 0.03 | +0.07% |
| American Funds Global Balanced F1 | |||
| EQTKX | 16.55 | N/A | N/A |
| Shelton Equity Income Class K | |||
| FCMVX | 13.07 | N/A | N/A |
| Fidelity Mid Cap Value K6 | |||
| ARSMX | 9.68 | -0.01 | -0.10% |
| AMG River Road Small-Mid Cap Value N | |||
| MASKX | 27.24 | -0.14 | -0.51% |
| iShares Russell 2000 Small-Cap Idx Instl | |||