| CVLOX | RIRFX | CVLOX / RIRFX | |
| Total Expense Ratio | 1.22 | 0.30 | 407% |
| Annual Report Gross Expense Ratio | 1.46 | 0.30 | 487% |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 14.681 | 9.035 | 162% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 131B | 0% |
| Annual Yield % from dividends | 0.17 | 2.91 | 6% |
| Returns for 1 year | 5.01 | 7.56 | 66% |
| Returns for 3 years | 48.43 | 44.14 | 110% |
| Returns for 5 years | 20.91 | 44.74 | 47% |
| Returns for 10 years | 78.76 | 87.59 | 90% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DCEMX | 19.02 | 0.13 | +0.69% |
| Dunham Emerging Markets Stock C | |||
| JLPYX | 25.73 | 0.09 | +0.35% |
| JPMorgan US Large Cap Core Plus R6 | |||
| MLXAX | 31.92 | -0.01 | -0.03% |
| Catalyst Energy Infrastructure A | |||
| MTISX | 25.69 | -0.11 | -0.43% |
| NYLIM Income Builder SIMPLE Class | |||
| RGBEX | 42.22 | -0.33 | -0.78% |
| American Funds Global Balanced R-4 | |||