| CGTCX | UGSFX | CGTCX / UGSFX | |
| Total Expense Ratio | 1.45 | 0.69 | 210% |
| Annual Report Gross Expense Ratio | 1.49 | 0.73 | 204% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 6.095 | 6.718 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 23.8B | 100% |
| Annual Yield % from dividends | 3.21 | 3.94 | 82% |
| Returns for 1 year | 5.96 | 6.73 | 89% |
| Returns for 3 years | 8.62 | 11.09 | 78% |
| Returns for 5 years | -9.79 | -6.39 | 153% |
| Returns for 10 years | -1.22 | 6.67 | -18% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFIV | 64.02 | 0.20 | +0.32% |
| State Street® SPDR® S&P 500® ESG ETF | |||
| TEKY | 37.32 | 0.01 | +0.04% |
| Lazard Next Gen Technologies ETF | |||
| AGQI | 15.92 | -0.02 | -0.10% |
| First Trust Active Gbl Qual Inc ETF | |||
| VALQ | 63.15 | -0.10 | -0.16% |
| American Century® U.S. Quality Value ETF | |||
| GMOV | 26.16 | -0.09 | -0.34% |
| GMO US Value ETF | |||