FWCBX | HDTVX | FWCBX / HDTVX | |
Total Expense Ratio | 0.32 | 1.09 | 29% |
Annual Report Gross Expense Ratio | 0.32 | 1.30 | 25% |
Fund Existence | 5 years | 8 years | - |
Gain YTD | 12.931 | 20.794 | 62% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 2500 | 10% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 116B | 230M | 50,435% |
Annual Yield % from dividends | 3.25 | 1.84 | 176% |
Returns for 1 year | 12.76 | 11.50 | 111% |
Returns for 3 years | 38.42 | 59.37 | 65% |
Returns for 5 years | N/A | 65.93 | - |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CRISX | 16.76 | 0.17 | +1.02% |
CRM Small Cap Value Instl | |||
AGVGX | 26.60 | 0.16 | +0.61% |
American Funds Global Insight F-2 | |||
SPFIX | 79.11 | 0.42 | +0.53% |
Shelton S&P 500 Index Investor | |||
FIVOX | 12.72 | 0.05 | +0.39% |
Fidelity Advisor International Value C | |||
WBEIX | 14.09 | 0.02 | +0.14% |
William Blair Emerging Mkts Growth I |