| AVANX | DWUSX | AVANX / DWUSX | |
| Total Expense Ratio | 0.00 | 0.48 | - |
| Annual Report Gross Expense Ratio | 0.36 | 0.48 | 75% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 14.120 | 11.658 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 877M | 72% |
| Annual Yield % from dividends | 3.33 | 2.66 | 125% |
| Returns for 1 year | 27.44 | 28.04 | 98% |
| Returns for 3 years | 81.86 | 71.04 | 115% |
| Returns for 5 years | 79.11 | 56.54 | 140% |
| Returns for 10 years | N/A | 112.29 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LMESX | 36.96 | 0.30 | +0.82% |
| ClearBridge Appreciation IS | |||
| MTCCX | 44.84 | 0.32 | +0.72% |
| MFS Technology C | |||
| RTDSX | 14.59 | 0.10 | +0.69% |
| Russell Inv Multifactor US Equity S | |||
| MEQFX | 19.76 | 0.09 | +0.46% |
| AMG River Road Large Cap Value Select I | |||
| IVFCX | 4.93 | -0.04 | -0.80% |
| Federated Hermes Intl Strat Val Div C | |||