| CSHCX | SMFPX | CSHCX / SMFPX | |
| Total Expense Ratio | 2.21 | 2.09 | 106% |
| Annual Report Gross Expense Ratio | 2.21 | 2.13 | 104% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 26.951 | 22.355 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.43B | 87% |
| Annual Yield % from dividends | 7.72 | 2.79 | 277% |
| Returns for 1 year | 19.23 | 24.58 | 78% |
| Returns for 3 years | 87.45 | 87.62 | 100% |
| Returns for 5 years | 141.63 | 119.77 | 118% |
| Returns for 10 years | 73.40 | 133.41 | 55% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRSGX | 46.43 | N/A | N/A |
| T. Rowe Price Spectrum Mod Gr Allc | |||
| CRRVX | 10.84 | N/A | N/A |
| Columbia Real Estate Equity Inst2 | |||
| CLRYX | 23.98 | N/A | N/A |
| Columbia Large Cap Growth Opp Inst3 | |||
| RAFCX | 41.97 | -0.16 | -0.38% |
| American Funds AMCAP R-3 | |||
| FCIUX | 18.66 | -0.26 | -1.37% |
| NYLI PineStone International Equity Cl I | |||