| CAXIX | TEDSX | CAXIX / TEDSX | |
| Total Expense Ratio | 0.97 | 1.95 | 50% |
| Annual Report Gross Expense Ratio | 1.37 | 1.95 | 70% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 12.165 | 9.073 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 9.63B | 1% |
| Annual Yield % from dividends | 1.11 | 0.77 | 144% |
| Returns for 1 year | 12.31 | 7.01 | 175% |
| Returns for 3 years | 38.60 | 18.09 | 213% |
| Returns for 5 years | 38.13 | 6.82 | 559% |
| Returns for 10 years | 95.32 | 19.57 | 487% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LVOCX | 15.74 | 0.06 | +0.38% |
| Lord Abbett Value Opportunities C | |||
| MINRX | 40.97 | 0.14 | +0.34% |
| MFS International Intrinsic Equity R1 | |||
| CMUAX | 18.59 | 0.04 | +0.22% |
| Columbia Select Mid Cap Value A | |||
| LCILX | 31.11 | 0.02 | +0.06% |
| ClearBridge Sustainability Leaders IS | |||
| JIAFX | 9.97 | -0.01 | -0.10% |
| JHancock Multi-Asset High Income A | |||