| GRSRX | SRECX | GRSRX / SRECX | |
| Total Expense Ratio | 1.34 | 2.06 | 65% |
| Annual Report Gross Expense Ratio | 1.34 | 2.75 | 49% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 10.554 | 7.253 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 216M | 953% |
| Annual Yield % from dividends | 2.20 | 1.42 | 155% |
| Returns for 1 year | 2.99 | 0.60 | 495% |
| Returns for 3 years | 18.72 | 23.36 | 80% |
| Returns for 5 years | 17.50 | 16.08 | 109% |
| Returns for 10 years | 44.29 | 49.98 | 89% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FFAMX | 22.77 | N/A | N/A |
| Fidelity Advisor Asset Manager 50% A | |||
| FDERX | 24.67 | N/A | N/A |
| Federated Hermes Strategic Div Gr R | |||
| CDWAX | 13.81 | N/A | N/A |
| American Funds Dvlpg Wld Gr&Inc 529A | |||
| STVZX | 10.98 | N/A | N/A |
| Virtus Ceredex Large-Cap Value Equity R6 | |||
| WCMNX | 13.64 | N/A | N/A |
| WCM Small Cap Growth Investor | |||