| KTRZX | RIRFX | KTRZX / RIRFX | |
| Total Expense Ratio | 0.56 | 0.30 | 187% |
| Annual Report Gross Expense Ratio | 0.56 | 0.30 | 187% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 9.571 | 9.848 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 131B | 0% |
| Annual Yield % from dividends | 4.34 | 2.91 | 149% |
| Returns for 1 year | 7.91 | 7.90 | 100% |
| Returns for 3 years | 26.03 | 45.58 | 57% |
| Returns for 5 years | 7.93 | 44.64 | 18% |
| Returns for 10 years | 59.41 | 88.38 | 67% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CBFEX | 42.66 | 0.01 | +0.02% |
| American Funds Global Balanced 529-E | |||
| GSTKX | 23.88 | N/A | N/A |
| Goldman Sachs International Eq Inc Inv | |||
| MUOAX | 35.70 | N/A | N/A |
| Morgan Stanley Instl US Core A | |||
| WSMRX | 30.09 | N/A | N/A |
| William Blair Small-Mid Cap Growth R6 | |||
| SQBIX | 16.53 | N/A | N/A |
| X-Square Balanced Fund, LLC Instl | |||