| CBFAX | RIRCX | CBFAX / RIRCX | |
| Total Expense Ratio | 0.83 | 0.91 | 91% |
| Annual Report Gross Expense Ratio | 0.83 | 0.91 | 91% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 6.600 | 8.923 | 74% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.8B | 131B | 26% |
| Annual Yield % from dividends | 1.95 | 2.37 | 83% |
| Returns for 1 year | 5.67 | 7.12 | 80% |
| Returns for 3 years | 32.87 | 41.79 | 79% |
| Returns for 5 years | 16.82 | 37.71 | 45% |
| Returns for 10 years | 69.96 | 67.10 | 104% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CMDDX | 12.25 | 0.06 | +0.49% |
| American Funds U.S. Sm & Md Cp Eq 529-A | |||
| PHRAX | 20.00 | N/A | N/A |
| Virtus Duff & Phelps Real Estate Secs A | |||
| GPROX | 14.43 | N/A | N/A |
| Grandeur Peak Global Reach Inv | |||
| VAFCX | 22.45 | N/A | N/A |
| Invesco American Franchise C | |||
| FIKYX | 14.82 | N/A | N/A |
| Fidelity Advisor Asset Manager 40% Z | |||