| FSTBX | RIRFX | FSTBX / RIRFX | |
| Total Expense Ratio | 1.15 | 0.30 | 383% |
| Annual Report Gross Expense Ratio | 1.43 | 0.30 | 477% |
| Fund Existence | 58 years | 24 years | - |
| Gain YTD | 8.514 | 9.848 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 131B | 0% |
| Annual Yield % from dividends | 1.89 | 2.91 | 65% |
| Returns for 1 year | 7.84 | 7.90 | 99% |
| Returns for 3 years | 40.99 | 45.58 | 90% |
| Returns for 5 years | 10.25 | 44.64 | 23% |
| Returns for 10 years | 55.32 | 88.38 | 63% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CBFEX | 42.66 | 0.01 | +0.02% |
| American Funds Global Balanced 529-E | |||
| GSTKX | 23.88 | N/A | N/A |
| Goldman Sachs International Eq Inc Inv | |||
| MUOAX | 35.70 | N/A | N/A |
| Morgan Stanley Instl US Core A | |||
| WSMRX | 30.09 | N/A | N/A |
| William Blair Small-Mid Cap Growth R6 | |||
| SQBIX | 16.53 | N/A | N/A |
| X-Square Balanced Fund, LLC Instl | |||