| HGHVX | SHSAX | HGHVX / SHSAX | |
| Total Expense Ratio | 0.92 | 1.09 | 84% |
| Annual Report Gross Expense Ratio | 0.92 | 1.09 | 84% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 13.730 | 4.757 | 289% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 6.61B | 13% |
| Annual Yield % from dividends | 0.40 | 0.20 | 202% |
| Returns for 1 year | 11.85 | 2.89 | 409% |
| Returns for 3 years | 15.04 | 0.44 | 3,403% |
| Returns for 5 years | 1.17 | -9.62 | -12% |
| Returns for 10 years | N/A | 34.66 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFDCX | 44.77 | 0.03 | +0.07% |
| American Century Large Cap Equity C | |||
| GBLFX | 40.43 | 0.03 | +0.07% |
| American Funds Global Balanced F2 | |||
| ETNEX | 14.81 | 0.01 | +0.07% |
| Eventide Exponential Technologies N | |||
| PMVAX | 18.23 | 0.01 | +0.05% |
| Putnam Sustainable Future A | |||
| MIFOX | 28.85 | -0.05 | -0.17% |
| Marsico Focus Institutional | |||