| FMUAX | HBLYX | FMUAX / HBLYX | |
| Total Expense Ratio | 0.99 | 0.67 | 148% |
| Annual Report Gross Expense Ratio | 1.09 | 0.67 | 163% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 6.677 | 3.800 | 176% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250000 | 1% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.46B | 11.1B | 13% |
| Annual Yield % from dividends | 1.72 | 3.33 | 52% |
| Returns for 1 year | 17.17 | 6.26 | 274% |
| Returns for 3 years | 34.21 | 21.27 | 161% |
| Returns for 5 years | 25.25 | 8.09 | 312% |
| Returns for 10 years | 60.66 | 46.18 | 131% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NMIMX | 30.52 | 0.03 | +0.09% |
| Columbia Large Cap Enhanced Core Inst | |||
| CIRFX | 81.59 | 0.05 | +0.06% |
| American Funds Capital Income Bldr 529F | |||
| PHLCX | 9.59 | N/A | N/A |
| PGIM Jennison Health Sciences C | |||
| TMIFX | 9.51 | N/A | N/A |
| Transamerica Mid Cap Growth R4 | |||
| DUSLX | 46.98 | -0.11 | -0.23% |
| DFA US Large Cap Growth Instl | |||