| ISCCX | MIDCX | ISCCX / MIDCX | |
| Total Expense Ratio | 1.99 | 2.05 | 97% |
| Annual Report Gross Expense Ratio | 2.30 | 2.06 | 112% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | 30.254 | 15.177 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 7.53B | 5% |
| Annual Yield % from dividends | 0.91 | 1.40 | 65% |
| Returns for 1 year | 28.29 | 5.27 | 537% |
| Returns for 3 years | 53.68 | 14.31 | 375% |
| Returns for 5 years | 14.91 | -7.32 | -204% |
| Returns for 10 years | 9.52 | 20.56 | 46% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WTRCX | 13.56 | 0.04 | +0.30% |
| Macquarie Core Equity Fund Class C | |||
| AMFFX | 62.59 | 0.14 | +0.22% |
| American Funds American Mutual F1 | |||
| POIIX | 15.66 | 0.02 | +0.13% |
| Polen International Growth Institutional | |||
| JCSCX | 21.83 | 0.02 | +0.09% |
| Janus Henderson Small Cap Value C | |||
| MSSGX | 18.29 | N/A | N/A |
| Morgan Stanley Inst Inception I | |||