| BAREX | CREFX | BAREX / CREFX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 2.682 | 3.259 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 8.18B | 4% |
| Annual Yield % from dividends | 2.78 | 2.90 | 96% |
| Returns for 1 year | -2.72 | -3.30 | 82% |
| Returns for 3 years | 17.57 | 19.38 | 91% |
| Returns for 5 years | 27.68 | 25.92 | 107% |
| Returns for 10 years | 45.49 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCWGX | 74.81 | 0.06 | +0.08% |
| American Funds Capital World Gr&Inc529F2 | |||
| EXHAX | 26.78 | N/A | N/A |
| Manning & Napier Pro-Blend Max Term S | |||
| MSSIX | 20.01 | N/A | N/A |
| Victory Trivalent International Sm-Cp R6 | |||
| SMAPX | 10.30 | N/A | N/A |
| Westwood Salient MLP & Engy Infras A | |||
| BMIIX | 6.18 | N/A | N/A |
| BNY Mellon Income Stock I | |||