Datasets:
AhilanPonnusamy
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InvestmentsDataset

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XBC Advisor New Insights I (NXXXX): XBC Advisor New Insights I operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor New Insights I (NXXXX): XBC Advisor New Insights I operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.32%, ranking it as the third performer in its category with a Rank 3. The Adjusted Expense Ratio for the fund is 0.45%, indicating a Low fee level distribution. The share class type is Institutional.
XBC Growth Company K6 (CCGXC): XBC Growth Company K6 falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Growth Company K6 (CCGXC): XBC Growth Company K6 falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.31%, ranking it as the third performer in its category with a Rank 3. The Adjusted Expense Ratio for the fund is 0.45%, indicating a Low fee level distribution. The share class type is Retirement, Large.
XBC Advisor New Insights C (CIBIX): XBC Advisor New Insights C belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor New Insights C (CIBIX): XBC Advisor New Insights C belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.33%, ranking it as the third performer in its category with a Rank 3. The Adjusted Expense Ratio for the fund is 1.46%, indicating a Below Average fee level distribution. The share class type is Level Load.
XBC Intermediate Bond (BBIC): XBC Intermediate Bond operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Intermediate Bond (BBIC): XBC Intermediate Bond operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.32%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.45%, indicating a Below Average fee level distribution. The share class type is No Load.
XBC Advisor Real Estate Income Z (ERZX): XBC Advisor Real Estate Income Z falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Real Estate Income Z (ERZX): XBC Advisor Real Estate Income Z falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.60%, indicating a Low fee level distribution. The share class type is Institutional.
XBC Intermediate Government Income (BICI): XBC Intermediate Government Income operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Intermediate Government Income (BICI): XBC Intermediate Government Income operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.45%, indicating an Average fee level distribution. The share class type is No Load.
XBC Advisor New Insights M (IIMA): XBC Advisor New Insights M belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor New Insights M (IIMA): XBC Advisor New Insights M belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.30%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.95%, indicating a Below Average fee level distribution. The share class type is Front Load.
XBC Advisor Real Estate Income A (XXAIA): XBC Advisor Real Estate Income A falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Real Estate Income A (XXAIA): XBC Advisor Real Estate Income A falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.99%, indicating a Low fee level distribution. The share class type is Front Load.
XBC Real Estate Income (RXCC): XBC Real Estate Income operates in the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Real Estate Income (RXCC): XBC Real Estate Income operates in the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.73%, indicating a Low fee level distribution. The share class type is No Load.
XBC Srs 0-5 Yr Inf-Ptctd Bd Idx (IYCX): XBC Srs 0-5 Yr Inf-Ptctd Bd Idx falls under the Inflation-Protected Bond category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Srs 0-5 Yr Inf-Ptctd Bd Idx (IYCX): XBC Srs 0-5 Yr Inf-Ptctd Bd Idx falls under the Inflation-Protected Bond category. It has a Year-to-Date (YTD) Total Return of -0.10%, ranking it as the fourth performer in its category with a Rank 4. The fee level distribution is Low, and the share class type is No Load.
XBC Flex Cnsrv Inc Muni Bd (FBFB): XBC Flex Cnsrv Inc Muni Bd operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Flex Cnsrv Inc Muni Bd (FBFB): XBC Flex Cnsrv Inc Muni Bd operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the fifth performer in its category with a Rank 5. The fee level distribution is Low, and the share class type is No Load.
Select Pharmaceuticals Port (PSPP): Select Pharmaceuticals Port belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
Select Pharmaceuticals Port (PSPP): Select Pharmaceuticals Port belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.87%, ranking it as the fifth performer in its category with a Rank 5. The Adjusted Expense Ratio for the fund is 0.76%, indicating a Low fee level distribution. The share class type is No Load.
XBC Advisor Latin America Z (BZXLC): XBC Advisor Latin America Z operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Latin America Z (BZXLC): XBC Advisor Latin America Z operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.27%, ranking it as the fifth performer in its category with a Rank 5. The Adjusted Expense Ratio for the fund is 0.86%, indicating a Low fee level distribution. The share class type is Institutional.
XBC SAI US LowVolatility Idx (CSCSI): XBC SAI US LowVolatility Idx falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC SAI US LowVolatility Idx (CSCSI): XBC SAI US LowVolatility Idx falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.48%, ranking it as the fifth performer in its category with a Rank 5. The Adjusted Expense Ratio for the fund is 0.11%, indicating a Low fee level distribution. The share class type is No Load.
XBC Education Income (BXCEB): XBC Education Income operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Education Income (BXCEB): XBC Education Income operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.33%, ranking it as the fifth performer in its category with a Rank 5. The fee level distribution is Low, and the share class type is No Load.
XBC Select Insurance Port (XIPS): XBC Select Insurance Port belongs to the Financial category. It has a Year-to-Date (YTD) Total Return of 1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Select Insurance Port (XIPS): XBC Select Insurance Port belongs to the Financial category. It has a Year-to-Date (YTD) Total Return of 1.41%, ranking it as the sixth performer in its category with a Rank 6. The Adjusted Expense Ratio for the fund is 0.81%, indicating a Below Average fee level distribution. The share class type is No Load.
XBC Series Growth Company (CXCGC): XBC Series Growth Company falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Series Growth Company (CXCGC): XBC Series Growth Company falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.21%, ranking it as the sixth performer in its category with a Rank 6. The fee level distribution is Low, and the share class type is No Load.
XBC Latin America (ABXCA): XBC Latin America operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Latin America (ABXCA): XBC Latin America operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.28%, ranking it as the sixth performer in its category with a Rank 6. The Adjusted Expense Ratio for the fund is 1.02%, indicating a Below Average fee level distribution. The share class type is No Load.
XBC Select Biotechnology (BBBB): XBC Select Biotechnology belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Select Biotechnology (BBBB): XBC Select Biotechnology belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.60%, ranking it as the sixth performer in its category with a Rank 6. The Adjusted Expense Ratio for the fund is 0.72%, indicating a Low fee level distribution. The share class type is No Load.
XBC Advisor Intl Small Cap I (SIAIA): XBC Advisor Intl Small Cap I operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Intl Small Cap I (SIAIA): XBC Advisor Intl Small Cap I operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.36%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 1.16%, indicating an Average fee level distribution. The share class type is Institutional.
XBC Advisor Multi-Asset Income M (AAAA): XBC Advisor Multi-Asset Income M falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Multi-Asset Income M (AAAA): XBC Advisor Multi-Asset Income M falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.22%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.99%, indicating an Average fee level distribution. The share class type is Front Load.
XBC Advisor Strategic Div & Inc A (BSAI): XBC Advisor Strategic Div & Inc A belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Strategic Div & Inc A (BSAI): XBC Advisor Strategic Div & Inc A belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.13%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.97%, indicating a Below Average fee level distribution. The share class type is Front Load.
XBC Advisor Strategic Div & Inc I (IISB): XBC Advisor Strategic Div & Inc I belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Strategic Div & Inc I (IISB): XBC Advisor Strategic Div & Inc I belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.13%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.72%, indicating an Average fee level distribution. The share class type is Institutional.
XBC Growth Company (CBXB): XBC Growth Company operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Growth Company (CBXB): XBC Growth Company operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.19%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.86%, indicating an Average fee level distribution. The share class type is No Load.
XBC Growth Company K (XCKX): XBC Growth Company K falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Growth Company K (XCKX): XBC Growth Company K falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.19%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.79%, indicating a High fee level distribution. The share class type is Retirement, Large.
XBC Strategic Dividend & Income (BCBCX): XBC Strategic Dividend & Income belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Strategic Dividend & Income (BCBCX): XBC Strategic Dividend & Income belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.13%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.68%, indicating an Average fee level distribution.
XBC Advisor Cnsv Inc Muni Bd I (BBCCM): XBC Advisor Cnsv Inc Muni Bd I operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Cnsv Inc Muni Bd I (BBCCM): XBC Advisor Cnsv Inc Muni Bd I operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the seventh performer in its category with a Rank 7. The fee level distribution is Low, and the share class type is Institutional.
XBC Advisor Cnsv Inc Muni Bd Z (ZABM): XBC Advisor Cnsv Inc Muni Bd Z operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Cnsv Inc Muni Bd Z (ZABM): XBC Advisor Cnsv Inc Muni Bd Z operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the seventh performer in its category with a Rank 7. The fee level distribution is Low, and the share class type is Institutional.
XBC Advisor Real Estate Income I (BIII): XBC Advisor Real Estate Income I falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Real Estate Income I (BIII): XBC Advisor Real Estate Income I falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.73%, indicating a Below Average fee level distribution. The share class type is Institutional.
XBC Conservative Inc Muni Bd Retl (MCBB): XBC Conservative Inc Muni Bd Retl operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Conservative Inc Muni Bd Retl (MCBB): XBC Conservative Inc Muni Bd Retl operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the seventh performer in its category with a Rank 7. The fee level distribution is Low, and the share class type is No Load.
XBC Maryland Municipal Income (CCXI): XBC Maryland Municipal Income operates in the Muni Single State Long category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Maryland Municipal Income (CCXI): XBC Maryland Municipal Income operates in the Muni Single State Long category. It has a Year-to-Date (YTD) Total Return of 0.06%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.55%, indicating an Average fee level distribution. The share class type is No Load.
XBC Advisor Intl Small Cap Z (SXCCC): XBC Advisor Intl Small Cap Z operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Intl Small Cap Z (SXCCC): XBC Advisor Intl Small Cap Z operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.36%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.03%, indicating a Low fee level distribution. The share class type is Institutional.
XBC Advisor Multi-Asset Income I (CCMIA): XBC Advisor Multi-Asset Income I falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Multi-Asset Income I (CCMIA): XBC Advisor Multi-Asset Income I falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.76%, indicating an Above Average fee level distribution. The share class type is Institutional.
XBC Advisor Multi-Asset Income Z (MZAM): XBC Advisor Multi-Asset Income Z belongs to the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Multi-Asset Income Z (MZAM): XBC Advisor Multi-Asset Income Z belongs to the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.66%, indicating an Average fee level distribution. The share class type is Institutional.
XBC Multi-Asset Income (ICXMM): XBC Multi-Asset Income operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Multi-Asset Income (ICXMM): XBC Multi-Asset Income operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.73%, indicating an Average fee level distribution. The share class type is No Load.
XBC Series Floating Rate Hi Inc (RBFC): XBC Series Floating Rate Hi Inc falls under the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Series Floating Rate Hi Inc (RBFC): XBC Series Floating Rate Hi Inc falls under the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.34%, ranking it as the eighth performer in its category with a Rank 8. The fee level distribution is Low, and the share class type is Institutional.
XBC Advisor Equity Income A (AIAXA): XBC Advisor Equity Income A operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Equity Income A (AIAXA): XBC Advisor Equity Income A operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.67%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.89%, indicating a Low fee level distribution. The share class type is Front Load.
XBC Advisor Equity Income I (IBCX): XBC Advisor Equity Income I falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Equity Income I (IBCX): XBC Advisor Equity Income I falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.69%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.65%, indicating a Below Average fee level distribution. The share class type is Institutional.
XBC Advisor Equity Income M (AMIMA): XBC Advisor Equity Income M operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Equity Income M (AMIMA): XBC Advisor Equity Income M operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.68%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.13%, indicating an Above Average fee level distribution. The share class type is Front Load.
XBC Advisor Equity Income Z (BZCZX): XBC Advisor Equity Income Z belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Equity Income Z (BZCZX): XBC Advisor Equity Income Z belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.69%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.51%, indicating a Below Average fee level distribution. The share class type is Institutional.
XBC Advisor Latin America C (XCLC): XBC Advisor Latin America C operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Latin America C (XCLC): XBC Advisor Latin America C operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 2.02%, indicating an Average fee level distribution. The share class type is Level Load.
XBC Advisor Real Estate Income M (CIBIA): XBC Advisor Real Estate Income M falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Real Estate Income M (CIBIA): XBC Advisor Real Estate Income M falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.01%, indicating a Low fee level distribution. The share class type is Front Load.
XBC Series International Credit (BBICX): XBC Series International Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Series International Credit (BBICX): XBC Series International Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.38%, ranking it as the eighth performer in its category with a Rank 8. The fee level distribution is Low, and the share class type is No Load.
XBC Advisor Real Estate Income C (AEXCA): XBC Advisor Real Estate Income C falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Real Estate Income C (AEXCA): XBC Advisor Real Estate Income C falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.74%, indicating a Low fee level distribution. The share class type is Level Load.
XBC Freedom Index 2005 Investor (FXFXX): XBC Freedom Index 2005 Investor operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Freedom Index 2005 Investor (FXFXX): XBC Freedom Index 2005 Investor operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.56%, ranking it as the eighth performer in its category with a Rank 8. The fee level distribution is Low, and the share class type is No Load.
XBC Advisor Intl Small Cap A (ACCA): XBC Advisor Intl Small Cap A belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Intl Small Cap A (ACCA): XBC Advisor Intl Small Cap A belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.37%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.43%, indicating a Below Average fee level distribution. The share class type is Front Load with a minimum initial investment of $250.
XBC Advisor Multi-Asset Income A (MAXA): XBC Advisor Multi-Asset Income A falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Multi-Asset Income A (MAXA): XBC Advisor Multi-Asset Income A falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.01%, indicating an Average fee level distribution. The share class type is Front Load.
XBC Advisor Multi-Asset Income C (XXCAX): XBC Advisor Multi-Asset Income C operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Multi-Asset Income C (XXCAX): XBC Advisor Multi-Asset Income C operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.31%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.76%, indicating an Above Average fee level distribution. The share class type is Level Load.
XBC International Small Cap (CICI): XBC International Small Cap belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC International Small Cap (CICI): XBC International Small Cap belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.37%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.16%, indicating a Below Average fee level distribution. The share class type is No Load.
XBC SAI Em Mkts Lw Vol Idx (XECM): XBC SAI Em Mkts Lw Vol Idx falls under the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC SAI Em Mkts Lw Vol Idx (XECM): XBC SAI Em Mkts Lw Vol Idx falls under the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -1.28%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is No Load.
XBC Advisor Strategic Div & Inc C (CCSID): XBC Advisor Strategic Div & Inc C operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Strategic Div & Inc C (CCSID): XBC Advisor Strategic Div & Inc C operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.19%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.73%, indicating an Above Average fee level distribution.
XBC Advisor Strategic Div & Inc M (XIXS): XBC Advisor Strategic Div & Inc M belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Strategic Div & Inc M (XIXS): XBC Advisor Strategic Div & Inc M belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.19%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.22%, indicating a High fee level distribution. The share class type is Front Load.
XBC Advisor Strategic Div & Inc Z (SDZZ): XBC Advisor Strategic Div & Inc Z operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Strategic Div & Inc Z (SDZZ): XBC Advisor Strategic Div & Inc Z operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.19%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.59%, indicating a Low fee level distribution. The share class type is Institutional.
XBC Advisor Worldwide I (BCACB): XBC Advisor Worldwide I falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Worldwide I (BCACB): XBC Advisor Worldwide I falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.68%, indicating an Above Average fee level distribution. The share class type is Institutional.
XBC Advisor Worldwide Z (WBWZC): XBC Advisor Worldwide Z belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Worldwide Z (WBWZC): XBC Advisor Worldwide Z belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.55%, indicating an Average fee level distribution. The share class type is Institutional.
XBC SAI International Mtm Idx (ASCXM): XBC SAI International Mtm Idx operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC SAI International Mtm Idx (ASCXM): XBC SAI International Mtm Idx operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.93%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.18%, indicating a Low fee level distribution. The share class type is No Load.
XBC SAI US Quality Index (BXBS): XBC SAI US Quality Index falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC SAI US Quality Index (BXBS): XBC SAI US Quality Index falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.10%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is No Load.
XBC Worldwide (CCWC): XBC Worldwide operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Worldwide (CCWC): XBC Worldwide operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.66%, indicating a Below Average fee level distribution. The share class type is No Load.
XBC Advisor Cnsv Inc Muni Bd A (CAAC): XBC Advisor Cnsv Inc Muni Bd A falls under the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Cnsv Inc Muni Bd A (CAAC): XBC Advisor Cnsv Inc Muni Bd A falls under the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.07%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is Front Load.
XBC Advisor Equity Income C (BCEX): XBC Advisor Equity Income C operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Equity Income C (BCEX): XBC Advisor Equity Income C operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.63%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.68%, indicating a Below Average fee level distribution. The share class type is Level Load.
XBC Equity Dividend Income (IBEII): XBC Equity Dividend Income falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Equity Dividend Income (IBEII): XBC Equity Dividend Income falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.63%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.58%, indicating a Below Average fee level distribution. The share class type is No Load.
XBC Equity Dividend Income K (BEBI): XBC Equity Dividend Income K belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Equity Dividend Income K (BEBI): XBC Equity Dividend Income K belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.63%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.49%, indicating a Below Average fee level distribution. The share class type is Retirement, Large.
XBC Advisor Global Credit Z (ZACC): XBC Advisor Global Credit Z operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Global Credit Z (ZACC): XBC Advisor Global Credit Z operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.39%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is Institutional.
XBC SAI Inflation-Focused (SIACS): XBC SAI Inflation-Focused falls under the Commodities Broad Basket category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC SAI Inflation-Focused (SIACS): XBC SAI Inflation-Focused falls under the Commodities Broad Basket category. It has a Year-to-Date (YTD) Total Return of 0.33%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is No Load.
XBC Advisor Global Credit C (CBGCC): XBC Advisor Global Credit C operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Global Credit C (CBGCC): XBC Advisor Global Credit C operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.50%, indicating a Below Average fee level distribution. The share class type is Level Load.
XBC Advisor Global Credit I (CGCC): XBC Advisor Global Credit I belongs to the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Global Credit I (CGCC): XBC Advisor Global Credit I belongs to the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.50%, indicating a Below Average fee level distribution. The share class type is Institutional.
XBC Global Credit (XBCB): XBC Global Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Global Credit (XBCB): XBC Global Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.50%, indicating a Below Average fee level distribution. The share class type is No Load.
XBC US Low Volatility Equity (EXUS): XBC US Low Volatility Equity falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC US Low Volatility Equity (EXUS): XBC US Low Volatility Equity falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.19%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Below Average, and the share class type is No Load.
XBC Advisor Intl Small Cap M (MBAMS): XBC Advisor Intl Small Cap M belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Intl Small Cap M (MBAMS): XBC Advisor Intl Small Cap M belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.37%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 1.69%, indicating a High fee level distribution. The share class type is Front Load.
XBC Advisor Worldwide A (XAWAA): XBC Advisor Worldwide A operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Worldwide A (XAWAA): XBC Advisor Worldwide A operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 0.95%, indicating an Above Average fee level distribution. The share class type is Front Load.
XBC Advisor Worldwide C (BBCCC): XBC Advisor Worldwide C falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Worldwide C (BBCCC): XBC Advisor Worldwide C falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.38%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 1.71%, indicating an Above Average fee level distribution. The share class type is Level Load.
XBC Advisor Worldwide M (ABBB): XBC Advisor Worldwide M belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Worldwide M (ABBB): XBC Advisor Worldwide M belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 1.21%, indicating a High fee level distribution. The share class type is Front Load.
XBC Advisor China Region Z (XBRCR): XBC Advisor China Region Z operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor China Region Z (XBRCR): XBC Advisor China Region Z operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.07%, ranking it as the eleventh performer in its category with a Rank 11. The fee level distribution is Low, and the share class type is Institutional.
XBC Advisor Global Credit A (CXXBX): XBC Advisor Global Credit A falls under the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Global Credit A (CXXBX): XBC Advisor Global Credit A falls under the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the eleventh performer in its category with a Rank 11. The fee level distribution is Low, and the share class type is Front Load.
XBC Advisor Sust Interm Muni Inc Z (MZIC): XBC Advisor Sust Interm Muni Inc Z operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of 0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Sust Interm Muni Inc Z (MZIC): XBC Advisor Sust Interm Muni Inc Z operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of 0.07%, ranking it as the eleventh performer in its category with a Rank 11. The fee level distribution is Low, and the share class type is Institutional.
XBC Advisor Intl Small Cap C (BAAS): XBC Advisor Intl Small Cap C belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Intl Small Cap C (BAAS): XBC Advisor Intl Small Cap C belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.42%, ranking it as the twelfth performer in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 2.19%, indicating an Average fee level distribution.
XBC Advisor China Region A (CCXR): XBC Advisor China Region A operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor China Region A (CCXR): XBC Advisor China Region A operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.08%, ranking it as the twelfth performer in its category with a Rank 12. The fee level distribution is Low, and the share class type is Front Load.
XBC Advisor China Region M (XBXX): XBC Advisor China Region M belongs to the China Region category. It has a Year-to-Date (YTD) Total Return of -4.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor China Region M (XBXX): XBC Advisor China Region M belongs to the China Region category. It has a Year-to-Date (YTD) Total Return of -4.08%, ranking it as the twelfth performer in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 1.47%, indicating an Above Average fee level distribution. The share class type is Front Load.
XBC Small Cap Growth K6 (XGXXK): XBC Small Cap Growth K6 falls under the Small Growth category. It has a Year-to-Date (YTD) Total Return of -1.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Small Cap Growth K6 (XGXXK): XBC Small Cap Growth K6 falls under the Small Growth category. It has a Year-to-Date (YTD) Total Return of -1.59%, ranking it as the twelfth performer in its category with a Rank 12. The fee level distribution is Low, and the share class type is Retirement, Large.
XBC Advisor Glbl Capital Apprec I (ABGCA): XBC Advisor Glbl Capital Apprec I operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Glbl Capital Apprec I (ABGCA): XBC Advisor Glbl Capital Apprec I operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.49%, ranking it as the twelfth performer in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 0.89%, indicating an Above Average fee level distribution. The share class type is Institutional.
XBC Advisor Global Credit M (AGXCB) operates in the Global Bond-USD Hedged category, displaying a Year-to-Date (YTD) Total Return of -0.53%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Global Credit M (AGXCB) operates in the Global Bond-USD Hedged category, displaying a Year-to-Date (YTD) Total Return of -0.53%. It ranks 12th in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 0.75%, indicating a Low fee level distribution. The load type is Front Load.
XBC Advisor Sust Interm Muni Inc I (XAII) falls under the Muni National Interm category, reporting a YTD Total Return of 0.07%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Sust Interm Muni Inc I (XAII) falls under the Muni National Interm category, reporting a YTD Total Return of 0.07%. It ranks 12th in its category with a Rank 12 and has an Adjusted Expense Ratio of 0.37%, suggesting a Low fee level distribution. The load type is Institutional.
XBC Sustainable Itmt Muncpl Inc (BXIM) operates in the Muni National Interm category, with a YTD Total Return of 0.07%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Sustainable Itmt Muncpl Inc (BXIM) operates in the Muni National Interm category, with a YTD Total Return of 0.07%. It ranks 12th in its category with a Rank 12. The Adjusted Expense Ratio is 0.37%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor China Region I (RCIR) operates in the China Region category, showcasing a YTD Total Return of -4.09%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor China Region I (RCIR) operates in the China Region category, showcasing a YTD Total Return of -4.09%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.94%, signifying a Below Average fee level distribution. The load type is Institutional.
XBC China Region (CBXC) operates in the China Region category, displaying a YTD Total Return of -4.09%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC China Region (CBXC) operates in the China Region category, displaying a YTD Total Return of -4.09%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.95%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Advisor China Region C (XCCBC) operates in the China Region category, reporting a YTD Total Return of -4.10%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor China Region C (XCCBC) operates in the China Region category, reporting a YTD Total Return of -4.10%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.97%, suggesting a Below Average fee level distribution. The load type is Level Load.
XBC Advisor Small Cap Growth A (SCXA) falls under the Small Growth category, with a YTD Total Return of -1.61%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Small Cap Growth A (SCXA) falls under the Small Growth category, with a YTD Total Return of -1.61%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.32%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Small Cap Growth I (IGCB), in the Small Growth category, reports a YTD Total Return of -1.59%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Small Cap Growth I (IGCB), in the Small Growth category, reports a YTD Total Return of -1.59%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.07%, signifying a High fee level distribution. The load type is Institutional.
XBC Advisor Small Cap Growth M (ACGBC) operates in the Small Growth category, showcasing a YTD Total Return of -1.63%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Small Cap Growth M (ACGBC) operates in the Small Growth category, showcasing a YTD Total Return of -1.63%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.58%, indicating a High fee level distribution. The load type is Front Load.
XBC Advisor Small Cap Growth Z (ACAS), in the Small Growth category, reports a YTD Total Return of -1.62%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Small Cap Growth Z (ACAS), in the Small Growth category, reports a YTD Total Return of -1.62%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.93%, suggesting an Average fee level distribution. The load type is Institutional.
XBC Small Cap Growth (SCSCC), in the Small Growth category, displays a YTD Total Return of -1.63%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Small Cap Growth (SCSCC), in the Small Growth category, displays a YTD Total Return of -1.63%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.05%, signifying an Average fee level distribution. The load type is No Load.
Select Retailing (SRSS) operates in the Consumer Cyclical category, showcasing a YTD Total Return of -1.33%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
Select Retailing (SRSS) operates in the Consumer Cyclical category, showcasing a YTD Total Return of -1.33%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.72%, indicating a Low fee level distribution. The load type is No Load.
Strategic Advisers Small-Mid Cap (CSSCS) falls under the Small Blend category, reporting a YTD Total Return of -2.00%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
Strategic Advisers Small-Mid Cap (CSSCS) falls under the Small Blend category, reporting a YTD Total Return of -2.00%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.43%, suggesting a Low fee level distribution. The load type is No Load.
XBC Advisor Glbl Capital Apprec A (CXGA) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.53%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Glbl Capital Apprec A (CXGA) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.53%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.20%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Glbl Capital Apprec M (AMGX), also in the Global Large-Stock Growth category, reports a YTD Total Return of -0.52%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Glbl Capital Apprec M (AMGX), also in the Global Large-Stock Growth category, reports a YTD Total Return of -0.52%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.45%, signifying a High fee level distribution. The load type is Front Load.
XBC Advisor Sust Interm Muni Inc A (MAIBI) operates in the Muni National Interm category, showcasing a YTD Total Return of 0.07%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Sust Interm Muni Inc A (MAIBI) operates in the Muni National Interm category, showcasing a YTD Total Return of 0.07%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.62%, indicating a Low fee level distribution. The load type is Front Load.
Muni Inc M (SSMX), in the Muni National Interm category, reports a YTD Total Return of 0.07%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
Muni Inc M (SSMX), in the Muni National Interm category, reports a YTD Total Return of 0.07%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.62%, signifying a Low fee level distribution. The load type is Front Load.
XBC Advisor Floating Rate Hi Inc Z (ZIHAB) operates in the Bank Loan category, displaying a YTD Total Return of 0.31%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Advisor Floating Rate Hi Inc Z (ZIHAB) operates in the Bank Loan category, displaying a YTD Total Return of 0.31%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.62%, indicating a Low fee level distribution. The load type is Institutional.
XBC U.S.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC U.S. Sustainability Index (CSIXS) falls under the Large Blend category, with a YTD Total Return of 0.05%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.11%, signifying a Low fee level distribution. The load type is No Load.
XBC Natural Resources Fund (FNNRX) operates in the Equity Energy category, showcasing a YTD Total Return of -1.45%.
{ "features": [ "Investment" ], "prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": [ "Investment", "savings", "financial independence" ] }
XBC data
XBC Natural Resources Fund (FNNRX) operates in the Equity Energy category, showcasing a YTD Total Return of -1.45%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.77%, indicating a Below Average fee level distribution. The load type is No Load.