| AAAQX | CIRCX | AAAQX / CIRCX | |
| Total Expense Ratio | 1.39 | 1.37 | 101% |
| Annual Report Gross Expense Ratio | 1.66 | 1.37 | 121% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.362 | 9.967 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 128B | 4% |
| Annual Yield % from dividends | 4.91 | 1.93 | 254% |
| Returns for 1 year | 17.18 | 12.39 | 139% |
| Returns for 3 years | 32.49 | 38.20 | 85% |
| Returns for 5 years | 26.05 | 38.83 | 67% |
| Returns for 10 years | 88.62 | 82.00 | 108% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FFBGX | 42.63 | 0.19 | +0.45% |
| American Funds Global Balanced 529-F-3 | |||
| GSRCX | 12.31 | 0.05 | +0.41% |
| Goldman Sachs Rising Dividend Gr C | |||
| OWACX | 27.88 | N/A | N/A |
| Old Westbury All Cap Core | |||
| AMAFX | 12.45 | -0.03 | -0.24% |
| American Century Small Cap Dividend I | |||
| DLDCX | 50.55 | -0.35 | -0.69% |
| BNY Mellon Natural Resources C | |||