| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | 0.66 | 0.89 | 74% |
| Annual Report Gross Expense Ratio | 0.66 | 0.89 | 74% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 8.738 | 2.150 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 76.9M | 374,512% |
| Annual Yield % from dividends | 1.92 | 1.39 | 138% |
| Returns for 1 year | 15.06 | 11.86 | 127% |
| Returns for 3 years | 43.29 | 46.08 | 94% |
| Returns for 5 years | 36.14 | 31.00 | 117% |
| Returns for 10 years | 100.76 | 119.46 | 84% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BMSTX | 17.07 | 0.21 | +1.25% |
| MFS Blended Research Mid Cap Eq R3 | |||
| MDDVX | 22.95 | 0.24 | +1.06% |
| BlackRock Equity Dividend Inv A | |||
| HMSFX | 13.02 | 0.11 | +0.85% |
| Hennessy Midstream Investor | |||
| ACUSX | 14.97 | 0.05 | +0.34% |
| Advisors Capital Total Return – Equity | |||
| PGLEX | 22.26 | 0.04 | +0.18% |
| Putnam Focused International Equity R6 | |||