| MCLOX | RLBAX | MCLOX / RLBAX | |
| Total Expense Ratio | 1.91 | 1.32 | 145% |
| Annual Report Gross Expense Ratio | 1.94 | 1.32 | 147% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 6.522 | 8.151 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 288B | 6% |
| Annual Yield % from dividends | 1.87 | 1.11 | 168% |
| Returns for 1 year | 9.74 | 10.83 | 90% |
| Returns for 3 years | 21.60 | 36.15 | 60% |
| Returns for 5 years | -1.61 | 29.29 | -5% |
| Returns for 10 years | 15.00 | 72.32 | 21% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IUAAX | 34.24 | N/A | N/A |
| VY® Invesco Equity and Income A | |||
| VGSNX | 21.82 | N/A | N/A |
| Vanguard Real Estate Index Institutional | |||
| VMMSX | 31.47 | N/A | N/A |
| Vanguard Emerg Mkts Sel Stk Inv | |||
| BDBPX | 31.67 | N/A | N/A |
| iShares Russell 2000 Small-Cap Idx Inv P | |||
| WCMOX | 14.17 | N/A | N/A |
| WCM Focused International Opps Ins | |||