| CDHRX | FSGEX | CDHRX / FSGEX | |
| Total Expense Ratio | 0.26 | 0.01 | 2,600% |
| Annual Report Gross Expense Ratio | 0.30 | 0.01 | 3,000% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 21.419 | 16.393 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 74.8B | 2% |
| Annual Yield % from dividends | 2.97 | 2.66 | 112% |
| Returns for 1 year | 32.82 | 26.73 | 123% |
| Returns for 3 years | 87.23 | 76.97 | 113% |
| Returns for 5 years | 68.48 | 61.31 | 112% |
| Returns for 10 years | N/A | 133.22 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LFSFX | 33.71 | 0.48 | +1.44% |
| Lord Abbett Focused Small Cap Value F | |||
| AVDNX | 18.06 | 0.19 | +1.06% |
| Avantis® International Equity G | |||
| MNHRX | 27.24 | 0.17 | +0.63% |
| Manning & Napier Pro-Blend Max Term R | |||
| JVTAX | 94.50 | N/A | N/A |
| Janus Henderson Venture A | |||
| OWLSX | 23.16 | N/A | N/A |
| Old Westbury Large Cap Strategies | |||