| BIGIX | CEUCX | BIGIX / CEUCX | |
| Total Expense Ratio | 0.90 | 1.63 | 55% |
| Annual Report Gross Expense Ratio | 1.03 | 1.63 | 63% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 10.730 | 0.844 | 1,272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 141B | 1% |
| Annual Yield % from dividends | 1.14 | 2.15 | 53% |
| Returns for 1 year | -2.15 | 0.71 | -302% |
| Returns for 3 years | 8.00 | 12.08 | 66% |
| Returns for 5 years | -28.63 | -10.45 | 274% |
| Returns for 10 years | 32.01 | 37.80 | 85% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FMBRX | 19.66 | 0.09 | +0.46% |
| Franklin Mutual Beacon R6 | |||
| LAVLX | 37.75 | 0.08 | +0.21% |
| Lord Abbett Mid Cap Stock A | |||
| MUOAX | 34.85 | 0.03 | +0.09% |
| Morgan Stanley Instl US Core A | |||
| SBASX | 14.85 | N/A | N/A |
| Segall Bryant &Hamill Small Cap Cre Ins | |||
| VMGMX | 125.76 | -1.20 | -0.95% |
| Vanguard Mid-Cap Growth Index Admiral | |||