| AGTHX | RMBGX | AGTHX / RMBGX | |
| Total Expense Ratio | 0.59 | 0.98 | 60% |
| Annual Report Gross Expense Ratio | 0.59 | 0.98 | 60% |
| Fund Existence | 53 years | 10 years | - |
| Gain YTD | 5.605 | 8.227 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357B | 121M | 295,041% |
| Annual Yield % from dividends | 0.26 | 0.08 | 319% |
| Returns for 1 year | 1.64 | 6.29 | 26% |
| Returns for 3 years | 36.13 | 22.78 | 159% |
| Returns for 5 years | 13.69 | 4.10 | 334% |
| Returns for 10 years | 100.57 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SCJAX | 7.99 | 0.05 | +0.63% |
| Steward Covered Call Income A | |||
| PCAQX | 92.01 | 0.39 | +0.43% |
| Principal Capital Appreciation R5 | |||
| VBIAX | 53.91 | 0.14 | +0.26% |
| Vanguard Balanced Index Adm | |||
| SGISX | 42.06 | 0.11 | +0.26% |
| Steward Global Equity Income Fund I | |||
| SAMVX | 13.17 | 0.03 | +0.23% |
| Virtus Ceredex Mid-Cap Value Equity A | |||