CCRZX | VITSX | CCRZX / VITSX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 14 years | 27 years | - |
Gain YTD | 19.590 | 16.918 | 116% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 5000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.81B | 1.72T | 0% |
Annual Yield % from dividends | 0.87 | 1.36 | 64% |
Returns for 1 year | 23.51 | 25.89 | 91% |
Returns for 3 years | 1.77 | 21.34 | 8% |
Returns for 5 years | 31.38 | 82.97 | 38% |
Returns for 10 years | 75.69 | 179.72 | 42% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
AVUVX | 17.34 | N/A | N/A |
Avantis® U.S. Small Cap Value Instl | |||
FGLGX | 22.37 | -0.03 | -0.13% |
Fidelity Series Large Cap Stock | |||
DBOYX | 24.65 | -0.05 | -0.20% |
BNY Mellon Balanced Opportunity Y | |||
SSBIX | 12.66 | -0.04 | -0.31% |
State Street Balanced Index K | |||
NGUAX | 29.00 | -0.14 | -0.48% |
Neuberger Berman Large Cap Growth Inv |