| FMUCX | HBLRX | FMUCX / HBLRX | |
| Total Expense Ratio | 1.74 | 1.27 | 137% |
| Annual Report Gross Expense Ratio | 1.84 | 1.27 | 145% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 6.029 | 3.337 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.46B | 11.1B | 13% |
| Annual Yield % from dividends | 1.01 | 2.80 | 36% |
| Returns for 1 year | 15.55 | 4.98 | 312% |
| Returns for 3 years | 30.92 | 18.85 | 164% |
| Returns for 5 years | 19.94 | 4.27 | 467% |
| Returns for 10 years | 50.98 | 38.00 | 134% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIVQX | 15.19 | N/A | N/A |
| Fidelity Advisor International Value I | |||
| ALTFX | 140.45 | N/A | N/A |
| AB Sustainable Global Thematic A | |||
| IMCGX | 9.48 | N/A | N/A |
| Transamerica Mid Cap Growth I | |||
| GSADX | 21.76 | N/A | N/A |
| Goldman Sachs Small Cap Growth P | |||
| CIRAX | 81.50 | -0.15 | -0.18% |
| American Funds Capital Income Bldr 529A | |||