CSSPX | TARZX | CSSPX / TARZX | |
Total Expense Ratio | 0.90 | 1.05 | 86% |
Annual Report Gross Expense Ratio | 0.93 | 1.10 | 85% |
Fund Existence | 28 years | 7 years | - |
Gain YTD | 8.079 | 11.909 | 68% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 25000 | 400% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.98B | 364M | 544% |
Annual Yield % from dividends | 2.87 | 0.82 | 350% |
Returns for 1 year | 3.63 | 15.52 | 23% |
Returns for 3 years | 3.19 | 14.18 | 23% |
Returns for 5 years | 27.81 | 29.50 | 94% |
Returns for 10 years | 44.11 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LMPFX | 109.89 | -0.17 | -0.15% |
ClearBridge Growth FI | |||
RLBAX | 37.06 | -0.08 | -0.22% |
American Funds American Balanced R1 | |||
VYMYX | 19.72 | -0.11 | -0.55% |
Voya MI Dynamic SMID Cap W | |||
GLERX | 13.67 | -0.09 | -0.65% |
GS Energy Infrastructure Fd R Shares | |||
BAUAX | 28.79 | -0.23 | -0.79% |
Brown Advisory Small-Cap Fdmtl Val Adv |