SAGWX yields 5.95% · CL yields 4.00%● Live data
📍 SAGWX pulled ahead of the other in Year 1
Combined, SAGWX + CL cover 0 of 12 months — good coverage
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What's the optimal mix of SAGWX + CL for your $10,000?
The investment seeks growth of capital. The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 ® Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.
Full SAGWX Calculator →CL is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in CL shares.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.