| CUSUX | FWWMX | CUSUX / FWWMX | |
| Total Expense Ratio | 0.05 | 0.31 | 16% |
| Annual Report Gross Expense Ratio | 0.26 | 0.31 | 84% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 6.096 | 6.049 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3B | 218B | 16% |
| Annual Yield % from dividends | 0.90 | 1.40 | 64% |
| Returns for 1 year | 13.01 | 11.30 | 115% |
| Returns for 3 years | 54.65 | 31.42 | 174% |
| Returns for 5 years | 35.35 | 29.93 | 118% |
| Returns for 10 years | N/A | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGPMX | 23.65 | 0.37 | +1.59% |
| Vanguard Global Capital Cycles Investor | |||
| VWNFX | 50.26 | 0.43 | +0.86% |
| Vanguard Windsor II Inv | |||
| WSMRX | 30.82 | 0.25 | +0.82% |
| William Blair Small-Mid Cap Growth R6 | |||
| ARAQX | 10.05 | 0.05 | +0.50% |
| Aristotle Value Eq A | |||
| JAMVX | 19.92 | N/A | N/A |
| Janus Henderson VIT Mid Cap Value Instl | |||