| AVANX | SBHSX | AVANX / SBHSX | |
| Total Expense Ratio | 0.00 | 1.20 | - |
| Annual Report Gross Expense Ratio | 0.36 | 1.80 | 20% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 22.127 | 14.674 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 86.2M | 780% |
| Annual Yield % from dividends | 3.12 | 4.24 | 74% |
| Returns for 1 year | 23.99 | 21.59 | 111% |
| Returns for 3 years | 98.55 | 96.65 | 102% |
| Returns for 5 years | 87.36 | 79.19 | 110% |
| Returns for 10 years | N/A | 119.26 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OANBX | 41.16 | 0.26 | +0.64% |
| Oakmark Equity and Income Institutional | |||
| RYVYX | 827.67 | N/A | N/A |
| Rydex NASDAQ-100® 2x Strategy H | |||
| ISOPX | 19.72 | N/A | N/A |
| Voya SmallCap Opportunities Port A | |||
| DYGIX | 16.73 | N/A | N/A |
| Meeder Dynamic Allocation Institutional | |||
| VKSDX | 9.91 | N/A | N/A |
| Virtus KAR Small-Mid Cap Value A | |||