| HGHCX | SHSAX | HGHCX / SHSAX | |
| Total Expense Ratio | 2.07 | 1.09 | 190% |
| Annual Report Gross Expense Ratio | 2.07 | 1.09 | 190% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 9.552 | 4.757 | 201% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 6.61B | 13% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 7.76 | 2.89 | 268% |
| Returns for 3 years | 4.73 | 0.44 | 1,070% |
| Returns for 5 years | -15.72 | -9.62 | 163% |
| Returns for 10 years | -15.60 | 34.66 | -45% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWLZX | 45.43 | 0.09 | +0.20% |
| Hotchkis & Wiley Large Cap Fdml Value Z | |||
| AFDGX | 48.53 | 0.04 | +0.08% |
| American Century Large Cap Equity R5 | |||
| RGBFX | 40.48 | 0.03 | +0.07% |
| American Funds Global Balanced R5 | |||
| ETCEX | 14.19 | 0.01 | +0.07% |
| Eventide Exponential Technologies C | |||
| PIBQX | 18.60 | N/A | N/A |
| PGIM Balanced R6 | |||