| CAREX | RSEBX | CAREX / RSEBX | |
| Total Expense Ratio | 1.30 | 1.45 | 90% |
| Annual Report Gross Expense Ratio | 2.05 | 1.45 | 141% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 16.346 | 10.061 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 94.3B | 0% |
| Annual Yield % from dividends | 0.03 | 0.29 | 10% |
| Returns for 1 year | 28.83 | 12.11 | 238% |
| Returns for 3 years | 51.99 | 25.70 | 202% |
| Returns for 5 years | 9.65 | -9.13 | -106% |
| Returns for 10 years | 191.94 | 72.70 | 264% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HACAX | 121.74 | 1.40 | +1.16% |
| Harbor Capital Appreciation Instl | |||
| EQTKX | 16.63 | 0.08 | +0.48% |
| Shelton Equity Income Class K | |||
| LFSFX | 33.50 | 0.15 | +0.45% |
| Lord Abbett Focused Small Cap Value F | |||
| DGLCX | 14.50 | 0.05 | +0.35% |
| BNY Mellon Global Stock - C | |||
| CMVYX | 17.79 | -0.04 | -0.22% |
| Columbia Select Mid Cap Value Instl 3 | |||