The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| CLSDX | PMBPX | CLSDX / PMBPX | |
| Total Expense Ratio | 0.87 | 0.82 | 106% |
| Annual Report Gross Expense Ratio | 0.88 | 0.82 | 107% |
| Fund Existence | 2 years | 26 years | - |
| Gain YTD | 14.579 | -4.036 | -361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 22.2B | 10% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.63 | -14.03 | -12% |
| Returns for 3 years | N/A | 12.80 | - |
| Returns for 5 years | N/A | -5.44 | - |
| Returns for 10 years | N/A | 76.43 | - |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UCON | 24.51 | -0.10 | -0.41% |
| First Trust Smith Unconstrained Pl BdETF | |||
| MUNY | 100.39 | -0.48 | -0.48% |
| Vanguard New York Tx-Exm Bd ETF | |||
| KIQQ | 24.57 | -0.27 | -1.10% |
| KraneSharesInspereXNasdaqDynBfrdHInIdETF | |||
| ESSC | 29.84 | -0.44 | -1.44% |
| Eventide Small Cap ETF | |||
| TLG | 27.01 | -0.41 | -1.49% |
| Touchstone Large Company Growth ETF | |||