| CBALX | CLBCX | CBALX / CLBCX | |
| Total Expense Ratio | 0.66 | 1.35 | 49% |
| Annual Report Gross Expense Ratio | 0.66 | 1.35 | 49% |
| Fund Existence | 35 years | 25 years | - |
| Gain YTD | 6.562 | 7.915 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 285B | 4% |
| Annual Yield % from dividends | 1.75 | 1.08 | 163% |
| Returns for 1 year | 4.96 | 5.85 | 85% |
| Returns for 3 years | 35.47 | 38.25 | 93% |
| Returns for 5 years | 16.75 | 28.28 | 59% |
| Returns for 10 years | 76.36 | 81.07 | 94% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGRWX | 27.82 | N/A | N/A |
| Barrett Growth Retail | |||
| FCDAX | 47.44 | N/A | N/A |
| Fidelity Advisor Stock Selector Sm Cp A | |||
| TSNCX | 18.12 | N/A | N/A |
| Touchstone Sands Capital Select Growth C | |||
| NESIX | 31.33 | N/A | N/A |
| Needham Small Cap Growth Institutional | |||
| USRAX | 35.72 | N/A | N/A |
| Horizon Multi-Factor U.S. Equity Inv | |||