CREFX | FHETX | CREFX / FHETX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 7 years | 22 years | - |
Gain YTD | 16.458 | 12.581 | 131% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 8.19B | 245M | 3,344% |
Annual Yield % from dividends | 3.03 | 1.99 | 152% |
Returns for 1 year | 32.81 | 30.02 | 109% |
Returns for 3 years | 1.55 | -20.66 | -8% |
Returns for 5 years | 22.53 | -16.28 | -138% |
Returns for 10 years | N/A | 3.02 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
BALCX | 35.86 | 0.02 | +0.06% |
American Funds American Balanced C | |||
FKALX | 52.24 | -0.15 | -0.29% |
Federated Hermes Kaufmann Small Cap R6 | |||
CNRWX | 27.89 | -0.13 | -0.46% |
City National Rochdale US Cor Eq N | |||
MSEFX | 12.72 | -0.12 | -0.93% |
iMGP Global Select Instl | |||
WHGAX | 22.03 | -0.34 | -1.52% |
Westwood Quality SmallCap Fund A |