BAREX | CSRIX | BAREX / CSRIX | |
Total Expense Ratio | 1.00 | 0.75 | 133% |
Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
Fund Existence | 13 years | 26 years | - |
Gain YTD | 2.416 | 4.929 | 49% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 1000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 337M | 7.75B | 4% |
Annual Yield % from dividends | 2.72 | 3.01 | 90% |
Returns for 1 year | -3.77 | -1.20 | 314% |
Returns for 3 years | 8.33 | 12.83 | 65% |
Returns for 5 years | 33.01 | 37.63 | 88% |
Returns for 10 years | 58.84 | 53.59 | 110% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
RICCX | 65.41 | 0.07 | +0.11% |
American Funds Invmt Co of Amer R3 | |||
GCTCX | 46.40 | N/A | N/A |
Goldman Sachs US Tax-Managed Eq C | |||
SMFPX | 10.33 | N/A | N/A |
Westwood Salient MLP & Engy Infras C | |||
CMJIX | 44.62 | N/A | N/A |
Calvert US Mid Cap Core Rspnb Idx I | |||
PDAVX | 12.46 | N/A | N/A |
PineBridge Dynamic Asset Allc Invt Svcng |