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InvestmentsDataset

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XBC Advisor Small Cap Growth C (GAGSC), in the Small Growth category, reports a YTD Total Return of -1.66%.
{ "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 C (GAGSC), in the Small Growth category, reports a YTD Total Return of -1.66%. It ranks 14th in its category with a Rank 14 and has an Adjusted Expense Ratio of 2.08%, suggesting an Above Average fee level distribution.
XBC Blue Chip Growth (BCCB) operates in the Large Growth category, displaying 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 Blue Chip Growth (BCCB) operates in the Large Growth category, displaying a YTD Total Return of -0.07%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.69%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Blue Chip Growth K (BGKX), also in the Large Growth 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
XBC Blue Chip Growth K (BGKX), also in the Large Growth category, reports a YTD Total Return of -0.07%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.59%, signifying an Average fee level distribution. The load type is Retirement, Large.
XBC Advisor Glbl Capital Apprec C (BCCC) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.55%.
{ "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 C (BCCC) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.55%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 1.96%, indicating a High fee level distribution. The load type is Level Load.
XBC Advisor NY Municipal Inc Z (NBANY) falls under the Muni New York Long category, reporting a YTD Total Return of -0.01%.
{ "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 NY Municipal Inc Z (NBANY) falls under the Muni New York Long category, reporting a YTD Total Return of -0.01%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.43%, signifying a Low fee level distribution. The load type is Institutional.
XBC New York Municipal Income (YXXX), in the Muni New York Long category, displays a YTD Total Return of -0.01%.
{ "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 New York Municipal Income (YXXX), in the Muni New York Long category, displays a YTD Total Return of -0.01%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.47%, suggesting a Below Average fee level distribution. The load type is No Load.
XBC Freedom Index 2005 Instl Prem (CBFPI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.64%.
{ "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 Instl Prem (CBFPI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.64%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.08%, indicating a Low fee level distribution. The load type is Institutional, with a $5.0 Mil investment.
XBC Freedom Index 2005 Premier (XPFF), also in the Target-Date 2000-2010 category, reports a YTD Total Return of -0.64%.
{ "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 Premier (XPFF), also in the Target-Date 2000-2010 category, reports a YTD Total Return of -0.64%. It ranks 15th in its category with a Rank 15. The Adjusted Expense Ratio is 0.06%, signifying a Low fee level distribution. The load type is Institutional, with a $2.0 Bil investment.
XBC Blue Chip Value (VCCV) operates in the Large Value category, displaying a Year-to-Date (YTD) Total Return of 0.44%.
{ "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 Blue Chip Value (VCCV) operates in the Large Value category, displaying a Year-to-Date (YTD) Total Return of 0.44%. It ranks 15th in its category with a Rank 15. The Adjusted Expense Ratio for the fund is 0.80%, indicating an Average fee level distribution. The load type is No Load.
XBC Advisor Value Leaders C (VVVC) falls under the Large Value category, reporting a YTD Total Return of 0.43%.
{ "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 Value Leaders C (VVVC) falls under the Large Value category, reporting a YTD Total Return of 0.43%. It ranks 15th in its category with a Rank 15 and has an Adjusted Expense Ratio of 1.90%, suggesting an Above Average fee level distribution. The load type is Level Load.
XBC Advisor Balanced I (CICC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%.
{ "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 Balanced I (CICC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.57%, indicating a Low fee level distribution. The load type is Institutional.
XBC Advisor Balanced Z (BBBCA) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%.
{ "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 Balanced Z (BBBCA) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.45%, signifying a Low fee level distribution. The load type is Institutional.
XBC Strategic Real Return K6 (BSKBX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%.
{ "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 Real Return K6 (BSKBX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.51%, indicating a Below Average fee level distribution. The load type is Retirement, Large.
XBC Advisor Floating Rate Hi Inc M (HHMFI) 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 M (HHMFI) operates in the Bank Loan category, displaying a YTD Total Return of 0.31%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.96%, indicating a Low fee level distribution. The load type is Front Load.
XBC Advisor Small Cap Value A (SVCS) falls under the Small Value category, with a YTD Total Return of -1.94%.
{ "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 Value A (SVCS) falls under the Small Value category, with a YTD Total Return of -1.94%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 1.30%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Balanced K6 (XBCX) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.35%.
{ "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 Balanced K6 (XBCX) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.35%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.32%, signifying a Low fee level distribution. The load type is Retirement, Large.
XBC Small Cap Value (SSVCS) operates in the Small Value category, displaying a YTD Total Return of -1.92%.
{ "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 Value (SSVCS) operates in the Small Value category, displaying a YTD Total Return of -1.92%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 1.04%, indicating an Average fee level distribution. The load type is No Load.
XBC Advisor NY Municipal Inc I (MAAN) operates in the Muni New York Long category, showcasing a YTD Total Return of -0.02%.
{ "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 NY Municipal Inc I (MAAN) operates in the Muni New York Long category, showcasing a YTD Total Return of -0.02%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.54%, indicating an Average fee level distribution. The load type is Institutional.
XBC Advisor Balanced M (CXBBB) operates in the Moderate Allocation category, reporting a YTD Total Return of -0.37%.
{ "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 Balanced M (CXBBB) operates in the Moderate Allocation category, reporting a YTD Total Return of -0.37%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.07%, suggesting an Average fee level distribution. The load type is Front Load.
XBC Balanced (XBXB) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%.
{ "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 Balanced (XBXB) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.51%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Balanced K (CBXXB) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%.
{ "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 Balanced K (CBXXB) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.43%, signifying a Low fee level distribution. The load type is Retirement, Large.
XBC Advisor Small Cap Value I (CCXXB) falls under the Small Value category, reporting a YTD Total Return of -1.97%.
{ "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 Value I (CCXXB) falls under the Small Value category, reporting a YTD Total Return of -1.97%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.03%, indicating an Above Average fee level distribution. The load type is Institutional.
XBC Advisor Small Cap Value M (SBBV) operates in the Small Value category, showcasing a YTD Total Return of -1.97%.
{ "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 Value M (SBBV) operates in the Small Value category, showcasing a YTD Total Return of -1.97%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.54%, signifying a High fee level distribution. The load type is Front Load.
XBC Advisor Small Cap Value Z (CXXC) operates in the Small Value category, displaying a YTD Total Return of -1.97%.
{ "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 Value Z (CXXC) operates in the Small Value category, displaying a YTD Total Return of -1.97%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.90%, indicating a Below Average fee level distribution. The load type is Institutional.
XBC Advisor Strategic Real Ret Z (SBRS) operates in the Moderately Conservative Allocation category, with a YTD Total Return of -0.48%.
{ "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 Real Ret Z (SBRS) operates in the Moderately Conservative Allocation category, with a YTD Total Return of -0.48%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.61%, signifying a Below Average fee level distribution. The load type is Institutional.
XBC Advisor Strategic Real Ret I (BSIIR) operates in the Moderately Conservative Allocation category, reporting a YTD Total Return of -0.48%.
{ "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 Real Ret I (BSIIR) operates in the Moderately Conservative Allocation category, reporting a YTD Total Return of -0.48%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.70%, indicating an Average fee level distribution.
XBC Strategic Real Return (RBCRX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%.
{ "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 Real Return (RBCRX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.70%, signifying an Average fee level distribution. The load type is No Load.
Select Transportation (SSSSS) operates in the Industrials category, displaying a YTD Total Return of -1.58%.
{ "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 Transportation (SSSSS) operates in the Industrials category, displaying a YTD Total Return of -1.58%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.76%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Value Leaders A (BXVA) falls under the Large Value category, reporting a YTD Total Return of 0.42%.
{ "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 Value Leaders A (BXVA) falls under the Large Value category, reporting a YTD Total Return of 0.42%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.15%, suggesting an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Value Leaders I (BABV) operates in the Large Value category, showcasing a YTD Total Return of 0.42%.
{ "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 Value Leaders I (BABV) operates in the Large Value category, showcasing a YTD Total Return of 0.42%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.90%, indicating a High fee level distribution.
XBC Advisor Value Leaders M (ALVVL) operates in the Large Value category, displaying a YTD Total Return of 0.42%.
{ "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 Value Leaders M (ALVVL) operates in the Large Value category, displaying a YTD Total Return of 0.42%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.40%, signifying a High fee level distribution. The load type is Front Load.
XBC Advisor Balanced A (AAAAC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.38%.
{ "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 Balanced A (AAAAC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.38%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 0.82%, indicating a Low fee level distribution. The load type is Front Load.
XBC Series Blue Chip Growth (GSGSC) operates in the Large Growth category, displaying a YTD Total Return of -0.13%.
{ "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 Blue Chip Growth (GSGSC) operates in the Large Growth category, displaying a YTD Total Return of -0.13%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is not provided, and the load type is No Load.
Select Construction & Hsg Port (PHSSP) operates in the Consumer Cyclical 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
Select Construction & Hsg Port (PHSSP) operates in the Consumer Cyclical category, showcasing a YTD Total Return of -1.45%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 0.77%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Advisor Balanced C (BBBBC) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.38%.
{ "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 Balanced C (BBBBC) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.38%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 1.57%, signifying a Below Average fee level distribution. The load type is Level Load.
XBC Advisor Small Cap Value C (BCBCC) falls under the Small Value category, reporting a YTD Total Return of -2.01%.
{ "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 Value C (BCBCC) falls under the Small Value category, reporting a YTD Total Return of -2.01%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 2.06%, indicating an Above Average fee level distribution. The load type is Level Load.
XBC Select Technology (CSTB) operates in the Technology category, showcasing a YTD Total Return of -0.88%.
{ "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 Technology (CSTB) operates in the Technology category, showcasing a YTD Total Return of -0.88%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 0.70%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Large Cap C (AAAC) operates in the Large Blend category, displaying a Year-to-Date (YTD) Total Return of -0.12%.
{ "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 Large Cap C (AAAC) operates in the Large Blend category, displaying a Year-to-Date (YTD) Total Return of -0.12%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio for the fund is 1.69%, indicating an Average fee level distribution.
XBC Flex US Bond Index (BXXS) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.68%.
{ "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 US Bond Index (BXXS) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.68%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Large Cap Stock (LCXXX) operates in the Large Blend category, displaying a YTD Total Return of -0.11%.
{ "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 Large Cap Stock (LCXXX) operates in the Large Blend category, displaying a YTD Total Return of -0.11%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is 0.76%, indicating an Average fee level distribution. The load type is No Load.
XBC Series Value Discovery (VSXBV) operates in the Large Value category, reporting a YTD Total Return of 0.27%.
{ "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 Value Discovery (VSXBV) operates in the Large Value category, reporting a YTD Total Return of 0.27%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Advisor Capital Development C (DXCCX) operates in the Large Blend category, showcasing a YTD Total Return of -0.11%.
{ "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 Capital Development C (DXCCX) operates in the Large Blend category, showcasing a YTD Total Return of -0.11%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is 1.76%, indicating an Average fee level distribution. The load type is Level Load.
XBC Advisor Stock Selector Sm Cp M (BSSXM) operates in the Small Blend category, displaying a YTD Total Return of -2.25%.
{ "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 Stock Selector Sm Cp M (BSSXM) operates in the Small Blend category, displaying a YTD Total Return of -2.25%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 1.49%, indicating a High fee level distribution. The load type is Front Load.
XBC Advisor Technology C (CXCBT) operates in the Technology category, showcasing a YTD Total Return of -0.99%.
{ "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 Technology C (CXCBT) operates in the Technology category, showcasing a YTD Total Return of -0.99%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 1.75%, indicating a Low fee level distribution. The load type is Level Load.
Select Leisure (LSSSS) operates in the Consumer Cyclical category, displaying a YTD Total Return of -1.52%.
{ "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
Select Leisure (LSSSS) operates in the Consumer Cyclical category, displaying a YTD Total Return of -1.52%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.74%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Equity Value I (BCVEB) operates in the Large Value category, showcasing a YTD Total Return of 0.26%.
{ "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 Value I (BCVEB) operates in the Large Value category, showcasing a YTD Total Return of 0.26%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.90%, indicating a High fee level distribution. The load type is Institutional.
XBC Advisor Equity Value Z (AXXCV) operates in the Large Value category, displaying a YTD Total Return of 0.26%.
{ "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 Value Z (AXXCV) operates in the Large Value category, displaying a YTD Total Return of 0.26%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.75%, indicating an Above Average fee level distribution. The load type is Institutional.
XBC Advisor Large Cap M (ACXC) operates in the Large Blend category, showcasing a YTD Total Return of -0.12%.
{ "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 Large Cap M (ACXC) operates in the Large Blend category, showcasing a YTD Total Return of -0.12%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 1.17%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Short-Term Bd I (TBIX) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%.
{ "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 Short-Term Bd I (TBIX) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.30%, indicating a Low fee level distribution. The load type is Institutional.
XBC Advisor Short-Term Bond Z (XSZZZ) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.03%.
{ "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 Short-Term Bond Z (XSZZZ) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.03%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.25%, indicating a Low fee level distribution. The load type is Institutional.
XBC Short-Term Bond (SSTXB) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%.
{ "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 Short-Term Bond (SSTXB) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.30%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Emerging Markets (XEBMA) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.12%.
{ "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 Emerging Markets (XEBMA) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.12%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.90%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Advisor Emerging Markets Z (ZZAMM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%.
{ "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 Emerging Markets Z (ZZAMM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.77%, indicating a Low fee level distribution. The load type is Institutional.
XBC Advisor Growth Opps I (GCCOA) operates in the Large Growth category, showcasing a YTD Total Return of -0.26%.
{ "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 Growth Opps I (GCCOA) operates in the Large Growth category, showcasing a YTD Total Return of -0.26%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.64%, indicating a Below Average fee level distribution. The load type is Institutional.
XBC Advisor Growth Opps Z (ZBZZO) operates in the Large Growth category, displaying a YTD Total Return of -0.26%.
{ "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 Growth Opps Z (ZBZZO) operates in the Large Growth category, displaying a YTD Total Return of -0.26%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.52%, indicating a Below Average fee level distribution. The load type is Institutional.
XBC Series International Index (IXBCI) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.28%.
{ "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 Index (IXBCI) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.28%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.01%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Equity Value M (VEXAE) operates in the Large Value category, displaying a YTD Total Return of 0.22%.
{ "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 Value M (VEXAE) operates in the Large Value category, displaying a YTD Total Return of 0.22%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 1.40%, indicating a High fee level distribution. The load type is Front Load.
XBC Series Bond Index (CBBB) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.69%.
{ "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 Bond Index (CBBB) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.69%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Value Discovery (CCDV) operates in the Large Value category, showcasing a YTD Total Return of 0.23%.
{ "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 Value Discovery (CCDV) operates in the Large Value category, showcasing a YTD Total Return of 0.23%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.84%, indicating an Average fee level distribution. The load type is No Load.
XBC Value Discovery K (CDKVB) operates in the Large Value category, displaying a YTD Total Return of 0.23%.
{ "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 Value Discovery K (CDKVB) operates in the Large Value category, displaying a YTD Total Return of 0.23%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.75%, indicating a High fee level distribution. The load type is Retirement, Large.
XBC Advisor Equity Value C (AAVCC) operates in the Large Value category, showcasing a YTD Total Return of 0.23%.
{ "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 Value C (AAVCC) operates in the Large Value category, showcasing a YTD Total Return of 0.23%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 1.90%, indicating an Above Average fee level distribution. The load type is Level Load.
XBC Advisor Global Equity Inc Z (AAGIC) operates in the Global Large-Stock Blend category, displaying a YTD Total Return of -0.65%.
{ "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 Equity Inc Z (AAGIC) operates in the Global Large-Stock Blend category, displaying a YTD Total Return of -0.65%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.90%, indicating an Average fee level distribution. The load type is Institutional.
XBC Advisor Emerging Markets A (MEMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.13%.
{ "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 Emerging Markets A (MEMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.13%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.18%, indicating a Low fee level distribution.
XBC Advisor Emerging Markets I (AMAMC) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%.
{ "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 Emerging Markets I (AMAMC) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.92%, indicating a Below Average fee level distribution. The load type is Institutional.
XBC Advisor Emerging Markets K (CKMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.15%.
{ "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 Emerging Markets K (CKMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.15%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.77%, indicating a Low fee level distribution. The load type is Retirement, Large.
XBC Advisor Emerging Markets M (BECM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.16%.
{ "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 Emerging Markets M (BECM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.16%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.42%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Growth Opps A (BAAA) operates in the Large Growth category, showcasing a YTD Total Return of -0.27%.
{ "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 Growth Opps A (BAAA) operates in the Large Growth category, showcasing a YTD Total Return of -0.27%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.89%, indicating a Low fee level distribution. The load type is Front Load.
XBC Advisor Growth Opps C (BCCB) operates in the Large Growth category, showcasing a YTD Total Return of -0.28%.
{ "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 Growth Opps C (BCCB) operates in the Large Growth category, showcasing a YTD Total Return of -0.28%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.65%, indicating a Below Average fee level distribution. The load type is Level Load.
XBC Advisor Growth Opps M (OGMAB) operates in the Large Growth category, displaying a YTD Total Return of -0.27%.
{ "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 Growth Opps M (OGMAB) operates in the Large Growth category, displaying a YTD Total Return of -0.27%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.13%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor International Discv I (ACII) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.81%.
{ "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 International Discv I (ACII) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.81%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.67%, indicating a High fee level distribution. The load type is Institutional.
XBC Advisor International Discv Z (CBCAZ) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%.
{ "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 International Discv Z (CBCAZ) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.55%, indicating an Average fee level distribution. The load type is Institutional.
XBC International Discovery (CDCB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.80%.
{ "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 Discovery (CDCB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.80%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.65%, indicating a Below Average fee level distribution. The load type is No Load.
XBC International Discovery K (XBDC) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%.
{ "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 Discovery K (XBDC) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.55%, indicating an Above Average fee level distribution. The load type is Retirement, Large.
XBC Advisor Short-Term Bd A (CATC) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.04%.
{ "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 Short-Term Bd A (CATC) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.04%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.50%, indicating a Low fee level distribution. The load type is Front Load.
XBC Advisor Short-Term Bd M (TXAS) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.04%.
{ "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 Short-Term Bd M (TXAS) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.04%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.50%, indicating a Low fee level distribution. The load type is Front Load.
XBC Freedom Index Income Investor (CXXIC) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%.
{ "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 Freedom Index Income Investor (CXXIC) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.12%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Emerging Markets C (CCEBX) operates in the Diversified Emerging Mkts category, displaying a YTD Total Return of -2.16%.
{ "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 Emerging Markets C (CCEBX) operates in the Diversified Emerging Mkts category, displaying a YTD Total Return of -2.16%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 1.93%, indicating a Below Average fee level distribution. The load type is Level Load.
XBC Advisor Emerging Asia Z (XCBXC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.93%.
{ "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 Emerging Asia Z (XCBXC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.93%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.86%, indicating a Low fee level distribution. The load type is Institutional.
XBC Connecticut Municipal Income (CIMMM) operates in the Muni Single State Long category, displaying a YTD Total Return of -0.03%.
{ "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 Connecticut Municipal Income (CIMMM) operates in the Muni Single State Long category, displaying a YTD Total Return of -0.03%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.49%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Emerging Asia (CEBAC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.90%.
{ "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 Emerging Asia (CEBAC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.90%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.87%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Advisor International Discv A (XDBDD) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.82%.
{ "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 International Discv A (XDBDD) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.82%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.96%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor International Discv M (DDXMB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%.
{ "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 International Discv M (DDXMB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 1.21%, indicating a High fee level distribution. The load type is Front Load.
XBC Freedom Index Income Premier (BIXI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%.
{ "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 Freedom Index Income Premier (BIXI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%. It ranks 27th in its category with a Rank27. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is Institutional, and the minimum investment is $2.0 Bil.
XBC Agricultural Productivity (AXPPP) operates in the Natural Resources category, showcasing a YTD Total Return of -2.13%.
{ "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 Agricultural Productivity (AXPPP) operates in the Natural Resources category, showcasing a YTD Total Return of -2.13%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.95%, indicating a Below Average fee level distribution. The load type is No Load.
XBC International Bond Index (CIIX) operates in the Global Bond-USD Hedged category, displaying a YTD Total Return of -0.65%.
{ "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 Bond Index (CIIX) operates in the Global Bond-USD Hedged category, displaying a YTD Total Return of -0.65%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor International Discv C (BAXI) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%.
{ "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 International Discv C (BAXI) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 1.71%, indicating a High fee level distribution. The load type is Level Load.
XBC Freedom Index Inc Instl Prem (BIIPI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%.
{ "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 Freedom Index Inc Instl Prem (BIIPI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.08%, indicating a Low fee level distribution. The load type is Institutional, and the minimum investment is $5.0 Mil.
XBC Advisor High Income Advtg A (BABHB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.
{ "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 High Income Advtg A (BABHB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is No Load.
XBC Advisor High Income Advtg M (BAHCI) operates in the High Yield Bond category, displaying a YTD Total Return of -0.42%.
{ "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 High Income Advtg M (BAHCI) operates in the High Yield Bond category, displaying a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is Front Load.
XBC Advisor Intl Sm Cap Opps I (OCAI) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.06%.
{ "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 Sm Cap Opps I (OCAI) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.06%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.05%, indicating a High fee level distribution. The load type is Institutional.
XBC Series All-Sector Equity (ACAE) operates in the Large Blend category, showcasing a YTD Total Return of -0.19%.
{ "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 All-Sector Equity (ACAE) operates in the Large Blend category, showcasing a YTD Total Return of -0.19%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is not provided, and the load type is Institutional.
XBC Advisor Emerging Asia A (XBAAA) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.94%.
{ "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 Emerging Asia A (XBAAA) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.94%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.27%, indicating a Below Average fee level distribution. The load type is Front Load.
XBC Advisor Short Dur Hi Inc I (XCDAA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.
{ "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 Short Dur Hi Inc I (XCDAA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 0.75%, indicating an Above Average fee level distribution. The load type is Institutional.
XBC Advisor Short Dur Hi Inc Z (HXDC) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.
{ "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 Short Dur Hi Inc Z (HXDC) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 0.66%, indicating an Average fee level distribution. The load type is Institutional.
XBC Flex Mid Cap Index (CCCCF) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.28%.
{ "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 Mid Cap Index (CCCCF) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.28%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Short Duration High Income (CHBS) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.
{ "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 Short Duration High Income (CHBS) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 0.75%, indicating an Average fee level distribution. The load type is No Load.
XBC SAI International Qly Idx (XSXS) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.87%.
{ "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 Qly Idx (XSXS) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.87%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.20%, indicating a Low fee level distribution. The load type is No Load.
Select Semiconductors (SSSS) operates in the Technology category, showcasing a YTD Total Return of -1.11%.
{ "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 Semiconductors (SSSS) operates in the Technology category, showcasing a YTD Total Return of -1.11%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.69%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Intl Sm Cap Opps Z (ICABC) operates in the Foreign Small/Mid Growth category, displaying a YTD Total Return of -2.06%.
{ "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 Sm Cap Opps Z (ICABC) operates in the Foreign Small/Mid Growth category, displaying a YTD Total Return of -2.06%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.89%, indicating an Above Average fee level distribution. The load type is Institutional.
XBC Advisor Municipal Income Z (AACZ) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%.
{ "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 Municipal Income Z (AACZ) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.42%, indicating a Low fee level distribution. The load type is Institutional.