CIRRX | HLPPX | CIRRX / HLPPX | |
Total Expense Ratio | 1.25 | 2.57 | 49% |
Annual Report Gross Expense Ratio | 1.25 | 2.57 | 49% |
Fund Existence | 11 years | 15 years | - |
Gain YTD | 2.881 | -7.985 | -36% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 2500 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 7.92B | 13.3M | 59,579% |
Annual Yield % from dividends | 2.33 | 2.32 | 100% |
Returns for 1 year | 14.57 | 1.90 | 766% |
Returns for 3 years | 1.00 | -16.91 | -6% |
Returns for 5 years | 41.51 | 14.73 | 282% |
Returns for 10 years | 30.62 | -31.44 | -97% |
1 Day | |||
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MFs / NAME | Price $ | Chg $ | Chg % |
DSCYX | 28.58 | N/A | N/A |
BNY Mellon Opportunistic Small Cap Y | |||
AMGIX | 35.07 | N/A | N/A |
American Century Discplnd Cor Val I | |||
SVAIX | 6.05 | N/A | N/A |
Federated Hermes Strategic Value Div IS | |||
STMPX | 21.30 | N/A | N/A |
SEI Tax-Managed Small/Mid Cap Y(SIMT) | |||
STRNX | 52.65 | N/A | N/A |
Sterling Capital MdCp Relatv Val C |