| ATGRX | CEUFX | ATGRX / CEUFX | |
| Total Expense Ratio | 1.69 | 0.91 | 186% |
| Annual Report Gross Expense Ratio | 1.72 | 0.91 | 189% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.157 | 3.441 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 143B | 2% |
| Annual Yield % from dividends | 0.03 | 2.64 | 1% |
| Returns for 1 year | 0.67 | 6.17 | 11% |
| Returns for 3 years | 15.77 | 21.08 | 75% |
| Returns for 5 years | -14.11 | -3.95 | 357% |
| Returns for 10 years | 31.62 | 62.42 | 51% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIWBX | 16.06 | 0.10 | +0.63% |
| Fidelity Advisor Multi-Asset Income Z | |||
| MTISX | 25.74 | 0.08 | +0.31% |
| NYLI Income Builder SIMPLE Class | |||
| CMEUX | 26.55 | -0.02 | -0.08% |
| Six Circles Mgd Eq Port US Uncons | |||
| MAVKX | 16.59 | -0.07 | -0.42% |
| MoA Small Cap Value Fund | |||
| TSCPX | 13.64 | -0.07 | -0.51% |
| AMG TimesSquare Small Cap Growth N | |||