| AMLPX | CSHNX | AMLPX / CSHNX | |
| Total Expense Ratio | 1.70 | 1.46 | 116% |
| Annual Report Gross Expense Ratio | 1.70 | 1.46 | 116% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 24.666 | 27.535 | 90% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 1.25B | 71% |
| Annual Yield % from dividends | 4.80 | 5.61 | 86% |
| Returns for 1 year | 23.90 | 20.30 | 118% |
| Returns for 3 years | 82.04 | 87.19 | 94% |
| Returns for 5 years | 187.09 | 165.69 | 113% |
| Returns for 10 years | 150.42 | 98.38 | 153% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VITPX | 123.53 | 0.70 | +0.57% |
| Vanguard Morn Instl Ttl StkMktIdxInstlPl | |||
| LMCSX | 37.25 | 0.03 | +0.08% |
| Lord Abbett Mid Cap Stock R4 | |||
| JETNX | 19.84 | N/A | N/A |
| Janus Henderson Global Sust Eq N | |||
| DFVIX | 28.17 | -0.17 | -0.60% |
| DFA International Value III | |||
| RRESX | 33.37 | -0.27 | -0.80% |
| Russell Inv Global Real Estate Secs S | |||