| CARYX | CLTIX | CARYX / CLTIX | |
| Total Expense Ratio | 0.77 | 1.28 | 60% |
| Annual Report Gross Expense Ratio | 0.77 | 1.82 | 42% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 12.853 | 11.272 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 17.5M | 14,149% |
| Annual Yield % from dividends | 2.24 | 0.22 | 1,017% |
| Returns for 1 year | 11.21 | 7.03 | 160% |
| Returns for 3 years | 30.37 | 13.04 | 233% |
| Returns for 5 years | 9.54 | 2.62 | 364% |
| Returns for 10 years | 37.74 | 21.27 | 177% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SSAQX | 82.18 | 0.38 | +0.46% |
| State Street US Core Equity Fund | |||
| FBSOX | 48.78 | N/A | N/A |
| Fidelity Select Enterprise Tech Svcs | |||
| ASQAX | 16.44 | N/A | N/A |
| American Century Small Company A | |||
| GDSTX | 27.89 | N/A | N/A |
| Goldman Sachs Small Cap Eq Insghts Inv | |||
| WVMRX | 11.36 | -0.04 | -0.35% |
| William Blair Mid Cap Value R6 | |||