| MBXCX | RHSAX | MBXCX / RHSAX | |
| Total Expense Ratio | 3.03 | 2.16 | 140% |
| Annual Report Gross Expense Ratio | 3.03 | 3.27 | 93% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 2.026 | 6.259 | 32% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 10.3M | 81,039% |
| Annual Yield % from dividends | 0.91 | 6.39 | 14% |
| Returns for 1 year | 0.00 | 0.74 | 1% |
| Returns for 3 years | 8.57 | 38.12 | 22% |
| Returns for 5 years | 43.21 | 28.84 | 150% |
| Returns for 10 years | N/A | 16.23 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LRSYX | 20.31 | -0.31 | -1.50% |
| Lord Abbett Small Cap Value I | |||
| SWTSX | 16.26 | -0.29 | -1.75% |
| Schwab Total Stock Market Index | |||
| BSMKX | 17.96 | -0.42 | -2.29% |
| iShares Russell Small/Mid-Cap Idx K | |||
| FKCSX | 40.58 | -1.16 | -2.78% |
| Federated Hermes Kaufmann Small Cap C | |||
| APGRX | 21.52 | -0.70 | -3.15% |
| Yorktown Growth Institutional | |||