FBFQX | HBLTX | FBFQX / HBLTX | |
Total Expense Ratio | 1.15 | 0.66 | 174% |
Annual Report Gross Expense Ratio | 1.16 | 0.66 | 176% |
Fund Existence | 19 years | 15 years | - |
Gain YTD | 1.998 | 3.544 | 56% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.29B | 11.8B | 28% |
Annual Yield % from dividends | 4.17 | 3.56 | 117% |
Returns for 1 year | 3.13 | 4.00 | 78% |
Returns for 3 years | 8.75 | 8.43 | 104% |
Returns for 5 years | 20.69 | 13.48 | 153% |
Returns for 10 years | 36.86 | 39.42 | 93% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
GFAFX | 77.80 | 0.75 | +0.97% |
American Funds Growth Fund of Amer F1 | |||
GSRAX | 11.25 | 0.10 | +0.90% |
Goldman Sachs Rising Dividend Gr A | |||
MRFOX | 33.08 | 0.19 | +0.58% |
Marshfield Concentrated Opportunity | |||
FSANX | 16.26 | 0.05 | +0.31% |
Fidelity Asset Manager 60% | |||
VVISX | 11.92 | -0.01 | -0.08% |
Vulcan Value Partners Small Cap Instl |