| CATZX | FSMUX | CATZX / FSMUX | |
| Total Expense Ratio | 0.50 | 0.19 | 263% |
| Annual Report Gross Expense Ratio | 0.56 | 0.44 | 127% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 1.434 | 1.171 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 14.2B | 11% |
| Annual Yield % from dividends | 4.10 | 4.01 | 102% |
| Returns for 1 year | 7.45 | 6.12 | 122% |
| Returns for 3 years | 14.61 | 13.08 | 112% |
| Returns for 5 years | 0.08 | 3.35 | 2% |
| Returns for 10 years | 19.23 | N/A | - |