| HBLYX | JIAFX | HBLYX / JIAFX | |
| Total Expense Ratio | 0.67 | 0.93 | 72% |
| Annual Report Gross Expense Ratio | 0.67 | 1.06 | 63% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 4.321 | 5.278 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 397M | 2,796% |
| Annual Yield % from dividends | 3.32 | 5.08 | 65% |
| Returns for 1 year | 4.31 | 9.76 | 44% |
| Returns for 3 years | 18.04 | 35.51 | 51% |
| Returns for 5 years | 7.12 | 20.70 | 34% |
| Returns for 10 years | 41.43 | 51.20 | 81% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WFDDX | 28.04 | N/A | N/A |
| Allspring SMID Cap Growth Fund -Cl Admin | |||
| ASMZX | 16.19 | N/A | N/A |
| Alger Weatherbie Specialized Growth Z | |||
| LSVMX | 10.90 | N/A | N/A |
| LSV US Managed Volatility Institutional | |||
| PGTIX | 35.10 | N/A | N/A |
| T. Rowe Price Global Technology I | |||
| BGRIX | 59.53 | -0.47 | -0.78% |
| Baron Generational Growth Institutional | |||