| HBLYX | MACVX | HBLYX / MACVX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.58 | 42% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 3.664 | 2.990 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.1B | 3.58B | 310% |
| Annual Yield % from dividends | 3.33 | 2.41 | 138% |
| Returns for 1 year | 5.69 | 4.61 | 124% |
| Returns for 3 years | 21.11 | 15.75 | 134% |
| Returns for 5 years | 7.55 | 4.17 | 181% |
| Returns for 10 years | 45.99 | 37.98 | 121% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGRFX | 53.63 | 0.81 | +1.53% |
| Baron Generational Growth Retail | |||
| LEIFX | 21.54 | N/A | N/A |
| Federated Hermes Strategic Div Gr A | |||
| FELTX | 193.15 | N/A | N/A |
| Fidelity Advisor Semiconductors M | |||
| WPLCX | 19.98 | N/A | N/A |
| WP Large Cap Income Plus Institutional | |||
| TNVAX | 22.28 | N/A | N/A |
| 1290 GAMCO Small/Mid Cap Value A | |||