CCWCX | WBFFX | CCWCX / WBFFX | |
Total Expense Ratio | 1.74 | 1.04 | 167% |
Annual Report Gross Expense Ratio | 1.74 | 1.04 | 167% |
Fund Existence | 24 years | 24 years | - |
Gain YTD | 7.129 | 7.585 | 94% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 250 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 10B | 10B | 100% |
Annual Yield % from dividends | 2.54 | 3.21 | 79% |
Returns for 1 year | 2.12 | 2.82 | 75% |
Returns for 3 years | 8.35 | 10.01 | 83% |
Returns for 5 years | -15.64 | -13.40 | 117% |
Returns for 10 years | -2.30 | 3.38 | -68% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PHLOX | 10.75 | 0.12 | +1.13% |
Philotimo Focused Growth and Income | |||
SCWFX | 72.75 | 0.06 | +0.08% |
American Funds SMALLCAP World F1 | |||
DEVLX | 67.50 | N/A | N/A |
Macquarie Small Cap Value A | |||
DMCYX | 32.03 | N/A | N/A |
BNY Mellon Opportunistic Midcap Value Y | |||
STREX | 22.50 | N/A | N/A |
Sterling Capital Equity Income R6 |