| AIIYX | CEUCX | AIIYX / CEUCX | |
| Total Expense Ratio | 1.02 | 1.63 | 63% |
| Annual Report Gross Expense Ratio | 1.02 | 1.63 | 63% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 9.212 | 3.269 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 143B | 1% |
| Annual Yield % from dividends | 1.96 | 2.15 | 91% |
| Returns for 1 year | -1.89 | 5.15 | -37% |
| Returns for 3 years | 8.58 | 17.28 | 50% |
| Returns for 5 years | -27.90 | -8.83 | 316% |
| Returns for 10 years | -14.43 | 46.30 | -31% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CBFAX | 42.31 | 0.20 | +0.47% |
| American Funds Global Balanced 529A | |||
| PEQZX | 28.18 | -0.15 | -0.53% |
| PGIM Jennison Blend Z | |||
| LRSYX | 23.73 | -0.18 | -0.75% |
| Lord Abbett Small Cap Value I | |||
| AMAEX | 12.43 | -0.11 | -0.88% |
| American Century Small Cap Dividend Inv | |||
| ACIZX | 64.05 | -0.85 | -1.31% |
| Alger Capital Appreciation Instl Z-2 | |||