| BKMIX | FMUCX | BKMIX / FMUCX | |
| Total Expense Ratio | 0.52 | 1.74 | 30% |
| Annual Report Gross Expense Ratio | 0.62 | 1.84 | 34% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.192 | 6.219 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 1.46B | 722% |
| Annual Yield % from dividends | 5.96 | 1.01 | 589% |
| Returns for 1 year | 9.37 | 16.23 | 58% |
| Returns for 3 years | 32.10 | 31.16 | 103% |
| Returns for 5 years | 21.86 | 20.56 | 106% |
| Returns for 10 years | N/A | 51.25 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RIREX | 81.66 | 0.04 | +0.05% |
| American Funds Capital Income Bldr R4 | |||
| CCERX | 30.37 | 0.01 | +0.02% |
| Columbia Large Cap Enhanced Core R | |||
| TMIRX | 9.06 | N/A | N/A |
| Transamerica Mid Cap Growth R | |||
| VMIAX | 119.32 | N/A | N/A |
| Vanguard Materials Index Admiral | |||
| DESIX | 14.22 | -0.06 | -0.42% |
| DFA Em Mkts Sustnby Cor 1 Instl | |||