CAPOX | CBHAX | CAPOX / CBHAX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 9 years | 12 years | - |
Gain YTD | 3.207 | 0.166 | 1,932% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 25000 | 2500 | 1,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 61.7M | 2.78B | 2% |
Annual Yield % from dividends | 0.06 | 4.32 | 1% |
Returns for 1 year | 9.69 | 3.41 | 284% |
Returns for 3 years | 2.26 | 0.17 | 1,351% |
Returns for 5 years | -10.60 | 4.90 | -217% |
Returns for 10 years | N/A | 16.36 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VEXAX | 136.03 | 0.04 | +0.03% |
Vanguard Extended Market Index Admiral | |||
SMYIX | 24.14 | -0.03 | -0.12% |
Franklin Global Equity I | |||
FDTCX | 33.99 | -0.05 | -0.15% |
Fidelity Advisor Diversified Stock C | |||
MTODX | 21.15 | -0.05 | -0.24% |
NYLI Income Builder Class R6 | |||
AGIFX | 17.62 | -0.09 | -0.51% |
Alger Responsible Investing I |