| CCHEX | GATEX | CCHEX / GATEX | |
| Total Expense Ratio | 1.90 | 0.94 | 202% |
| Annual Report Gross Expense Ratio | 1.90 | 0.97 | 196% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 4.989 | 4.118 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 7.29B | 12% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | 14.15 | 13.12 | 108% |
| Returns for 3 years | 39.99 | 37.56 | 106% |
| Returns for 5 years | 40.19 | 37.78 | 106% |
| Returns for 10 years | 102.34 | 87.05 | 118% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SVAAX | 6.80 | 0.02 | +0.29% |
| Federated Hermes Strategic Value Div A | |||
| REQTX | 46.29 | N/A | N/A |
| Russell Investments Sustainable Equity S | |||
| WESWX | 10.55 | N/A | N/A |
| TETON Westwood Equity AAA | |||
| FIKWX | 13.45 | N/A | N/A |
| Fidelity Advisor Asset Manager 30% Z | |||
| MXETX | 14.59 | N/A | N/A |
| Empower Core Strategies US Eq Inv | |||