| BXMYX | FAAAX | BXMYX / FAAAX | |
| Total Expense Ratio | 3.58 | 2.43 | 147% |
| Annual Report Gross Expense Ratio | 3.58 | 2.72 | 132% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 7.248 | 5.978 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 574M | 639% |
| Annual Yield % from dividends | 5.22 | 2.36 | 222% |
| Returns for 1 year | 8.90 | 4.34 | 205% |
| Returns for 3 years | 28.65 | 17.16 | 167% |
| Returns for 5 years | 25.90 | 3.67 | 705% |
| Returns for 10 years | 46.10 | 24.14 | 191% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CAAIX | 44.81 | 0.42 | +0.95% |
| Ariel Appreciation Institutional | |||
| SFLNX | 38.54 | 0.33 | +0.86% |
| Schwab Fundamental US Large Company Idx | |||
| UIAGX | 81.31 | 0.67 | +0.83% |
| Victory Aggressive Growth Institutional | |||
| PLIBX | 40.79 | 0.33 | +0.82% |
| Plumb Balanced Institutional | |||
| BINIX | 36.25 | 0.25 | +0.69% |
| Baron International Growth Institutional | |||