| HBLRX | IBBFX | HBLRX / IBBFX | |
| Total Expense Ratio | 1.27 | 0.74 | 172% |
| Annual Report Gross Expense Ratio | 1.27 | 0.77 | 165% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 4.474 | 5.436 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 462M | 2,424% |
| Annual Yield % from dividends | 2.79 | 2.97 | 94% |
| Returns for 1 year | 4.35 | 7.56 | 58% |
| Returns for 3 years | 18.52 | 27.54 | 67% |
| Returns for 5 years | 4.42 | 14.92 | 30% |
| Returns for 10 years | 36.24 | 58.01 | 62% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PEIQX | 45.08 | 0.53 | +1.19% |
| Principal Equity Income R5 | |||
| LSMIX | 17.15 | -0.16 | -0.92% |
| Loomis Sayles Small/Mid Cap Growth Instl | |||
| GWETX | 36.98 | -0.44 | -1.18% |
| AMG GW&K Small Cap Core N | |||
| GMNCX | 13.66 | -0.22 | -1.59% |
| Gabelli Global Mini Mites C | |||
| TSNRX | 21.30 | -0.57 | -2.61% |
| Touchstone Sands Capital Select Gr R6 | |||