| CSZIX | SACRX | CSZIX / SACRX | |
| Total Expense Ratio | 0.75 | 2.32 | 32% |
| Annual Report Gross Expense Ratio | 0.75 | 2.32 | 32% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 15.260 | 16.135 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 75.4M | 13,084% |
| Annual Yield % from dividends | 1.84 | 9.02 | 20% |
| Returns for 1 year | 14.81 | 16.19 | 91% |
| Returns for 3 years | 42.33 | 34.01 | 124% |
| Returns for 5 years | 11.07 | 6.89 | 161% |
| Returns for 10 years | 65.37 | 39.85 | 164% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PRWLX | 18.74 | 0.23 | +1.24% |
| Principal Diversified Intl A | |||
| BRUGX | 19.18 | 0.11 | +0.58% |
| MFS Blended Research Value Equity C | |||
| ALPCX | 12.04 | 0.06 | +0.50% |
| American Century Focused Lg Cap Val C | |||
| LZUSX | 18.22 | 0.08 | +0.44% |
| Lazard US Equity Focus Instl | |||
| TRZQX | 45.72 | 0.17 | +0.37% |
| T. Rowe Price Equity Income Z | |||