| CIMAX | HRLAX | CIMAX / HRLAX | |
| Total Expense Ratio | 0.59 | 1.25 | 47% |
| Annual Report Gross Expense Ratio | 0.59 | 1.69 | 35% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 10.581 | 17.842 | 59% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 76.8M | 192,708% |
| Annual Yield % from dividends | 3.40 | 3.14 | 108% |
| Returns for 1 year | 9.33 | 25.17 | 37% |
| Returns for 3 years | 42.31 | 48.16 | 88% |
| Returns for 5 years | 30.63 | 55.50 | 55% |
| Returns for 10 years | 81.49 | 89.12 | 91% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LDVCX | 24.47 | 0.42 | +1.75% |
| AXS FTSE Vntr Cptl RetTrckr C | |||
| FECCX | 14.77 | 0.11 | +0.75% |
| First Eagle Small Cap Opportunity C | |||
| MDSPX | 35.31 | 0.24 | +0.68% |
| BlackRock Advantage SMID Cap Inv A | |||
| BOPCX | 13.28 | 0.07 | +0.53% |
| Sterling Capital Special Opps C | |||
| JHQPX | 35.67 | 0.10 | +0.28% |
| JPMorgan Hedged Equity R5 | |||