| ADSIX | CGFAX | ADSIX / CGFAX | |
| Total Expense Ratio | 0.92 | 0.65 | 142% |
| Annual Report Gross Expense Ratio | 1.01 | 0.65 | 155% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 14.023 | 15.787 | 89% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 327B | 0% |
| Annual Yield % from dividends | 0.00 | 0.30 | - |
| Returns for 1 year | -18.32 | 6.84 | -268% |
| Returns for 3 years | 42.56 | 62.98 | 68% |
| Returns for 5 years | -5.42 | 34.52 | -16% |
| Returns for 10 years | 35.11 | 94.75 | 37% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XJH | 42.59 | 0.18 | +0.42% |
| iShares ESG Select Scrn S&P Mid-Cap ETF | |||
| BCAT | 14.00 | 0.02 | +0.14% |
| BlackRock Capital Allocation Term Trust | |||
| TAX | 27.91 | N/A | N/A |
| Cambria Tax Aware ETF | |||
| SPMV | 50.14 | N/A | N/A |
| Invesco S&P 500 Minimum Variance ETF | |||
| PHDG | 37.65 | -0.04 | -0.10% |
| Invesco S&P 500® Downside Hedged ETF | |||