| BERBX | JVMTX | BERBX / JVMTX | |
| Total Expense Ratio | 1.95 | 0.99 | 197% |
| Annual Report Gross Expense Ratio | 2.23 | 1.10 | 203% |
| Fund Existence | 2 years | 13 years | - |
| Gain YTD | 14.046 | 17.754 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 24.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 6.03 | 9.06 | 67% |
| Returns for 3 years | N/A | 24.19 | - |
| Returns for 5 years | N/A | 17.31 | - |
| Returns for 10 years | N/A | 61.91 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RMDDX | 13.09 | 0.07 | +0.54% |
| American Funds U.S. Sm & Md Cp Eq R-1 | |||
| MCSDX | 39.25 | 0.18 | +0.46% |
| NYLI WMC Enduring Capital Class R6 | |||
| GETGX | 51.28 | N/A | N/A |
| Victory Sycamore Established Value R | |||
| FIKYX | 15.08 | N/A | N/A |
| Fidelity Advisor Asset Manager 40% Z | |||
| CFMDX | 17.61 | N/A | N/A |
| Clarkston Founders Founders | |||