| BALFX | MSFJX | BALFX / MSFJX | |
| Total Expense Ratio | 0.61 | 0.47 | 130% |
| Annual Report Gross Expense Ratio | 0.61 | 0.47 | 130% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 8.480 | 6.066 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.76 | 2.55 | 69% |
| Returns for 1 year | 6.65 | 1.80 | 369% |
| Returns for 3 years | 41.33 | 15.25 | 271% |
| Returns for 5 years | 31.40 | 0.98 | 3,210% |
| Returns for 10 years | 83.89 | 40.80 | 206% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SROCX | 14.73 | 0.14 | +0.96% |
| Calamos Antetokounmpo Sustainable Eqs C | |||
| FOPTX | 22.05 | N/A | N/A |
| Fidelity Advisor Intl Sm Cap Opps M | |||
| SPRAX | 33.24 | N/A | N/A |
| PGIM Quant Solutions Mid-Cap Val A | |||
| JRSTX | 12.62 | N/A | N/A |
| JH Adaptive Risk Mgd U.S. Eq T | |||
| JHIGX | 38.25 | N/A | N/A |
| JHancock International Growth R2 | |||