| JARIX | MGLJX | JARIX / MGLJX | |
| Total Expense Ratio | 1.05 | 1.94 | 54% |
| Annual Report Gross Expense Ratio | 1.20 | 1.95 | 62% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 5.671 | 0.691 | 820% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 2.2B | 10% |
| Annual Yield % from dividends | 3.20 | 1.52 | 210% |
| Returns for 1 year | 5.83 | 0.19 | 3,108% |
| Returns for 3 years | 13.15 | 6.72 | 196% |
| Returns for 5 years | -7.81 | -5.24 | 149% |
| Returns for 10 years | -1.82 | 16.87 | -11% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SHAPX | 35.08 | 0.09 | +0.26% |
| ClearBridge Appreciation A | |||
| PORIX | 55.64 | 0.11 | +0.20% |
| Trillium ESG Global Equity Institutional | |||
| FCGYX | 20.15 | 0.04 | +0.20% |
| NYLI PineStone Global Equity Class C | |||
| CDWFX | 13.86 | 0.02 | +0.14% |
| American Funds Dvlpg Wld Gr&Inc 529F1 | |||
| BGCJX | 16.01 | N/A | N/A |
| Baillie Gifford EAFE Plus All Cap 3 | |||