| AWSHX | RSQAX | AWSHX / RSQAX | |
| Total Expense Ratio | 0.55 | 1.12 | 49% |
| Annual Report Gross Expense Ratio | 0.55 | 1.19 | 46% |
| Fund Existence | 74 years | 18 years | - |
| Gain YTD | 3.856 | 14.684 | 26% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 154M | 141,558% |
| Annual Yield % from dividends | 1.22 | 1.59 | 77% |
| Returns for 1 year | 6.44 | 8.59 | 75% |
| Returns for 3 years | 29.69 | 10.32 | 288% |
| Returns for 5 years | 26.69 | -13.89 | -192% |
| Returns for 10 years | 79.81 | -8.53 | -936% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ECCPX | 46.33 | 0.28 | +0.61% |
| Eaton Vance Tax-Managed Multi-Cap Gr C | |||
| NRAAX | 64.59 | 0.12 | +0.19% |
| Neuberger Quality Equity A | |||
| MUEVX | 43.44 | 0.06 | +0.14% |
| MFS Blended Research Core Equity R6 | |||
| BDAUX | 34.44 | -0.09 | -0.26% |
| Baron Durable Advantage R6 | |||
| CNPEX | 72.30 | -0.37 | -0.51% |
| American Funds New Perspective 529E | |||