| HLSCX | VFIAX | HLSCX / VFIAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 6.955 | 9.311 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 1.7T | 0% |
| Annual Yield % from dividends | 0.03 | 1.06 | 3% |
| Returns for 1 year | 4.87 | 20.22 | 24% |
| Returns for 3 years | 40.31 | 68.24 | 59% |
| Returns for 5 years | 24.61 | 72.14 | 34% |
| Returns for 10 years | N/A | 256.51 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIKMX | 12.59 | 0.05 | +0.40% |
| Fidelity Advisor Real Estate Income Z | |||
| CSVIX | 33.64 | 0.01 | +0.03% |
| Calvert Small-Cap I | |||
| WCFOX | 14.74 | -0.14 | -0.94% |
| WCM Focused International Opps Inv | |||
| HLMEX | 12.55 | -0.15 | -1.18% |
| Harding Loevner Instl Emerg Mrkts I | |||
| RNWBX | 100.34 | -1.86 | -1.82% |
| American Funds New World R2 | |||