| CBSLX | VTSAX | CBSLX / VTSAX | |
| Total Expense Ratio | 1.45 | 0.04 | 3,625% |
| Annual Report Gross Expense Ratio | 2.71 | 0.04 | 6,775% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | 11.528 | 13.315 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 2.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 8.38 | 18.71 | 45% |
| Returns for 3 years | 34.33 | 70.52 | 49% |
| Returns for 5 years | N/A | 62.83 | - |
| Returns for 10 years | N/A | 250.74 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEWCX | 103.01 | 0.31 | +0.30% |
| American Funds New World C | |||
| WCERX | 10.30 | N/A | N/A |
| Virtus Westchester Event-Driven Fd A | |||
| HIMVX | 34.76 | -0.05 | -0.14% |
| Harbor Mid Cap Value Investor | |||
| PAEAX | 24.14 | -0.04 | -0.17% |
| Franklin Dynamic Asset Allocation Gr A | |||
| BGLUX | 62.22 | -0.32 | -0.51% |
| Baron Global Opportunity R6 | |||