| MLXCX | OSPAX | MLXCX / OSPAX | |
| Total Expense Ratio | 2.43 | 1.20 | 203% |
| Annual Report Gross Expense Ratio | 2.45 | 1.20 | 204% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 28.091 | 17.859 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.15B | 34% |
| Annual Yield % from dividends | 3.86 | 4.77 | 81% |
| Returns for 1 year | 12.17 | 18.76 | 65% |
| Returns for 3 years | 69.52 | 94.35 | 74% |
| Returns for 5 years | 125.41 | 163.90 | 77% |
| Returns for 10 years | 121.37 | 134.08 | 91% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VKSRX | 18.87 | 0.18 | +0.96% |
| Virtus KAR Small-Mid Cap Core R6 | |||
| LCBDX | 26.85 | 0.22 | +0.83% |
| ClearBridge Tactical Dividend Income IS | |||
| BMSBX | 17.09 | -0.10 | -0.58% |
| MFS Blended Research Mid Cap Eq B | |||
| KVALX | 15.48 | -0.14 | -0.90% |
| Kennedy Capital Small Cap Value Instl | |||
| JGTTX | 39.58 | -0.70 | -1.74% |
| JPMorgan Growth Advantage R3 | |||