| CPCLX | WALSX | CPCLX / WALSX | |
| Total Expense Ratio | 3.05 | 2.10 | 145% |
| Annual Report Gross Expense Ratio | 3.05 | 2.10 | 145% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 1.146 | 14.181 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 39.1M | 2,762% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -4.98 | 7.36 | -68% |
| Returns for 3 years | 10.00 | 24.64 | 41% |
| Returns for 5 years | 13.45 | N/A | - |
| Returns for 10 years | 63.59 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BMPEX | 27.15 | 0.23 | +0.85% |
| Beck Mack + Oliver Partners | |||
| JERSX | 13.39 | N/A | N/A |
| Janus Henderson Global Real Estate S | |||
| GCSCX | 23.37 | -0.04 | -0.17% |
| Goldman Sachs Small Cap Eq Insghts C | |||
| VPCCX | 46.12 | -0.50 | -1.07% |
| Vanguard PRIMECAP Core Inv | |||
| FKKSX | 48.46 | -1.05 | -2.12% |
| Federated Hermes Kaufmann Small Cap R | |||