| CGAEX | RSLDX | CGAEX / RSLDX | |
| Total Expense Ratio | 1.24 | 0.80 | 155% |
| Annual Report Gross Expense Ratio | 1.48 | 0.80 | 185% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 11.200 | 10.486 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 94.3B | 0% |
| Annual Yield % from dividends | 0.46 | 0.80 | 58% |
| Returns for 1 year | 24.25 | 13.08 | 185% |
| Returns for 3 years | 28.12 | 28.46 | 99% |
| Returns for 5 years | 19.22 | -5.76 | -333% |
| Returns for 10 years | 171.91 | 84.56 | 203% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HNACX | 122.45 | 1.41 | +1.16% |
| Harbor Capital Appreciation Retirement | |||
| EQTIX | 18.07 | 0.09 | +0.50% |
| Shelton Equity Income Investor | |||
| LMVWX | 33.40 | 0.15 | +0.45% |
| Lord Abbett Focused Small Cap Value R6 | |||
| DGLAX | 16.98 | 0.06 | +0.35% |
| BNY Mellon Global Stock - A | |||
| FIJDX | 51.41 | -1.83 | -3.44% |
| Fidelity Advisor Gold Z | |||