Datasets:
AhilanPonnusamy
/
InvestmentsDataset

Dataset card Data Studio Files Community
1
summary
stringlengths
8
183
instruction
dict
source
stringclasses
1 value
Input
stringlengths
102
410
XBC Advisor Small Cap Z (SCXC) operates in the Small Blend category, displaying a YTD Total Return of -2.37%.
{ "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 Small Cap Z (SCXC) operates in the Small Blend category, displaying a YTD Total Return of -2.37%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.93%, indicating an Average fee level distribution. The load type is Institutional.
XBC Municipal Income (IXMXI) 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 Municipal Income (IXMXI) 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 0.46%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Small Cap Discovery (CCBCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.37%.
{ "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 Small Cap Discovery (CCBCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.37%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.03%, indicating an Average fee level distribution. The load type is No Load.
Strategic Advisers International (SASAS) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.31%.
{ "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
Strategic Advisers International (SASAS) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.31%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.50%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor Emerging Asia M (MCBE) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.95%.
{ "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 M (MCBE) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.95%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.52%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Value Discovery K6 (DVCXV) operates in the Large Value category, showcasing a YTD Total Return of 0.17%.
{ "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 K6 (DVCXV) operates in the Large Value category, showcasing a YTD Total Return of 0.17%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.45%, indicating a Low fee level distribution. The load type is Retirement, Large.
XBC Advisor Short Dur Hi Inc A (SBHA) operates in the High Yield Bond category, showcasing 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 Short Dur Hi Inc A (SBHA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.43%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is Front Load.
XBC Advisor Short Dur Hi Inc M (XMXD) operates in the High Yield Bond category, displaying 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 Short Dur Hi Inc M (XMXD) operates in the High Yield Bond category, displaying a YTD Total Return of -0.43%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is Front Load.
XBC Advisor Short-Term Bd C (CBBS) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.06%.
{ "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 Short-Term Bd C (CBBS) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.06%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.36%, indicating a Below Average fee level distribution. The load type is Level Load.
XBC Advisor Series Small Cap (CCXSA) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.
{ "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 Series Small Cap (CCXSA) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Advisor Emerging Asia I (EIBAB) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.95%.
{ "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 I (EIBAB) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.95%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.99%, indicating a Below Average fee level distribution. The load type is Institutional.
XBC Advisor Small Cap A (ASXC) operates in the Small Blend category, displaying a YTD Total Return of -2.38%.
{ "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 Small Cap A (ASXC) operates in the Small Blend category, displaying a YTD Total Return of -2.38%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.33%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Small Cap I (BCACC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.
{ "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 I (BCACC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.08%, indicating a High fee level distribution.
XBC Advisor Small Cap M (CSSM) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.
{ "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 M (CSSM) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.57%, indicating a High fee level distribution. The load type is Front Load.
XBC Flex Conservative Income Bd (FBCCF) operates in the Ultrashort Bond category, showcasing 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 Flex Conservative Income Bd (FBCCF) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Mid Cap Index (CMCC) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.30%.
{ "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 Mid Cap Index (CMCC) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.30%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.
XBC SAI International Index (SBCB) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.32%.
{ "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 Index (SBCB) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.32%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.
XBC Advisor California Muni Inc Z (CIZB) operates in the Muni California 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 California Muni Inc Z (CIZB) operates in the Muni California Long category, showcasing a YTD Total Return of -0.01%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.43%, indicating a Low fee level distribution. The load type is Institutional.
XBC Advisor Small Cap C (BCCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.
{ "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 C (BCCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 2.15%, indicating an Above Average fee level distribution. The load type is Level Load.
XBC International Discovery K6 (KDXBB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.88%.
{ "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 International Discovery K6 (KDXBB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.88%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.60%, indicating a Low fee level distribution. The load type is Retirement, Large.
XBC New Jersey Municipal Income (CNJCB) operates in the Muni New Jersey 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 New Jersey Municipal Income (CNJCB) operates in the Muni New Jersey category, showcasing a YTD Total Return of -0.02%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.48%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Advisor Strategic Real Ret C (CBCRS) operates in the Moderately Conservative Allocation 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 Advisor Strategic Real Ret C (CBCRS) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.61%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.70%, indicating an Above Average fee level distribution. The load type is Level Load.
XBC Commodity Strategy (BCCCX) operates in the Commodities Broad Basket category, showcasing a YTD Total Return of -0.21%.
{ "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 Commodity Strategy (BCCCX) operates in the Commodities Broad Basket category, showcasing a YTD Total Return of -0.21%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.64%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Series International Sm Cap (SXCXI) 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 Series International Sm Cap (SXCXI) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.06%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.01%, indicating a Low fee level distribution. The load type is Institutional.
XBC Advisor Global Equity Inc A (CBAA) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%.
{ "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 A (CBAA) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.30%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Global Equity Inc I (GGBI) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%.
{ "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 I (GGBI) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.05%, indicating a High fee level distribution. The load type is Institutional.
XBC Advisor Global Equity Inc M (CIEG) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%.
{ "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 M (CIEG) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.55%, indicating a High fee level distribution. The load type is Front Load.
XBC Advisor High Income Advtg C (AAIA) operates in the High Yield Bond category, showcasing a 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 Advisor High Income Advtg C (AAIA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.44%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.77%, indicating an Above Average fee level distribution. The load type is Level Load.
XBC Series Small Cap Discovery (SCBSX) operates in the Small Blend category, showcasing a YTD Total Return of -2.40%.
{ "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 Small Cap Discovery (SCBSX) operates in the Small Blend category, showcasing a YTD Total Return of -2.40%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Advisor Emerging Asia C (CCXX) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.97%.
{ "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 Emerging Asia C (CCXX) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.97%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 2.01%, indicating a Below Average fee level distribution. The load type is Level Load.
XBC Advisor Global High Income I (GHIG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.
{ "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 Advisor Global High Income I (GHIG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.80%, indicating a High fee level distribution. The load type is Institutional.
XBC Advisor Municipal Income I (IAIM) 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 I (IAIM) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.54%, indicating an Average fee level distribution. The load type is Institutional.
XBC Freedom Index 2010 Investor (BIBFI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%.
{ "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 2010 Investor (BIBFI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.12%, indicating a Low fee level distribution. The load type is No Load.
XBC Global High Income (ICXB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.
{ "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 Global High Income (ICXB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.80%, indicating an Average fee level distribution. The load type is No Load.
XBC SAI US Treasury Bd Idx (BXIX) operates in the Intermediate Government category, showcasing a YTD Total Return of -0.63%.
{ "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 SAI US Treasury Bd Idx (BXIX) operates in the Intermediate Government category, showcasing a YTD Total Return of -0.63%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.
Strategic Advisers Income Opportunities (OOOOA) operates in the High Yield Bond category, showcasing a 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
Strategic Advisers Income Opportunities (OOOOA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.44%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.55%, indicating a Below Average fee level distribution. The load type is No Load.
XBC Advisor Short Dur Hi Inc C (CCIII) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.
{ "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 Advisor Short Dur Hi Inc C (CCIII) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.75%, indicating an Average fee level distribution. The load type is Level Load.
XBC Advisor High Income Advtg Z (ZAXI) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.
{ "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 Advisor High Income Advtg Z (ZAXI) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.66%, indicating an Average fee level distribution.
XBC Advisor Semiconductors M (CAXCC) operates in the Technology category, showcasing a YTD Total Return of -1.21%.
{ "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 Semiconductors M (CAXCC) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.25%, indicating an Average fee level distribution. The load type is Front Load.
XBC Advisor Semiconductors Z (AXSXB) operates in the Technology category, showcasing a YTD Total Return of -1.21%.
{ "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 Semiconductors Z (AXSXB) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.62%, indicating a Low fee level distribution. The load type is Institutional.
XBC International Small Cap Opp (IOCCC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.10%.
{ "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 International Small Cap Opp (IOCCC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.10%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is No Load.
XBC Advisor Cnsv Inc Bd Z (CIIB) operates in the Ultrashort Bond category, showcasing 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 Advisor Cnsv Inc Bd Z (CIIB) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.20%, indicating a Low fee level distribution. The load type is Institutional.
XBC Advisor Diversified Intl I (CBBI) operates in the Foreign Large Growth category, showcasing 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 Diversified Intl I (CBBI) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.94%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.93%, indicating an Above Average fee level distribution. The load type is Institutional.
XBC Advisor Intl Sm Cap Opps A (ACCIC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.09%.
{ "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 Intl Sm Cap Opps A (ACCIC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.09%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.30%, indicating a High fee level distribution. The load type is Front Load.
XBC Advisor Total Emerg Mkts M (BXXCT) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%.
{ "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 Total Emerg Mkts M (BXXCT) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.69%, indicating a High fee level distribution. The load type is Front Load.
XBC Advisor Total Emerg Mkts C (XAECX) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%.
{ "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 Total Emerg Mkts C (XAECX) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 2.19%, indicating an Above Average fee level distribution. The load type is Level Load.
XBC Advisor Total Emerg Mkts Z (CCCZ) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.33%.
{ "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
XBC Advisor Total Emerg Mkts Z (CCCZ) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.33%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.03%, indicating an Average fee level distribution. The load type is Institutional.
XBC Freedom Index 2010 Instl Prem (XCFFF) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%.
{ "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 2010 Instl Prem (XCFFF) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.08%, indicating a Low fee level distribution. The load type is Institutional with a minimum investment requirement of $5.0 million.
XBC Freedom Index 2010 Premier (XPXBI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%.
{ "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 2010 Premier (XPXBI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is Institutional with a minimum investment requirement of $2.0 billion.
XBC Series Commodity Strategy (SCBS) operates in the Commodities Broad Basket category, showcasing 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 Series Commodity Strategy (SCBS) operates in the Commodities Broad Basket category, showcasing a YTD Total Return of -0.22%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is not provided, and the load type is Institutional.
XBC Series Treasury Bill Index (CICXX) operates in the Ultrashort Bond category, showcasing 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 Treasury Bill Index (CICXX) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is not provided, and the load type is No Load.
XBC Advisor Global High Income A (ABXGG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.
{ "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 Advisor Global High Income A (ABXGG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.05%, indicating an Above Average fee level distribution. The load type is Front Load.
XBC Advisor Equity Growth A (ABCA) operates in the Large Growth 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 Advisor Equity Growth A (ABCA) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.97%, indicating a Below Average fee level distribution. The load type is Front Load.
XBC Advisor Equity Growth I (GBEA) operates in the Large Growth 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 Advisor Equity Growth I (GBEA) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.72%, indicating an Average fee level distribution. The load type is Institutional.
XBC Advisor Equity Growth Z (ZCXZ) operates in the Large Growth 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 Advisor Equity Growth Z (ZCXZ) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.60%, indicating a Below Average fee level distribution. The load type is Institutional.
XBC Advisor Semiconductors A (XXAXX) operates in the Technology category, showcasing a YTD Total Return of -1.21%.
{ "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 Semiconductors A (XXAXX) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 1.01%, indicating a Low fee level distribution. The load type is Front Load.
XBC Advisor Semiconductors I (BIABI) operates in the Technology category, showcasing a YTD Total Return of -1.21%.
{ "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 Semiconductors I (BIABI) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.74%, indicating a Below Average fee level distribution. The load type is Institutional.
XBC Growth Discovery K with ticker BKBCX 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 Discovery K with ticker BKBCX operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking 33rd in its category. The Adjusted Expense Ratio is 0.73%, indicating an Above Average fee level distribution. The share class type is Retirement, Large.
XBC Advisor Diversified Intl Z with ticker IBXXI falls under the Foreign Large 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 Advisor Diversified Intl Z with ticker IBXXI falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.94%, ranking 33rd in its category. The fee level distribution is Below Average, and the share class type is Institutional.
XBC Advisor Intl Sm Cap Opps C with ticker ISCI operates in the Foreign Small/Mid Growth 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 Intl Sm Cap Opps C with ticker ISCI operates in the Foreign Small/Mid Growth category. It has a Year-to-Date (YTD) Total Return of -2.13%, ranking 33rd in its category. The Adjusted Expense Ratio is 2.05%, indicating a High fee level distribution. The share class type is Level Load.
XBC Advisor Intl Sm Cap Opps M with ticker BBOB falls under the Foreign Small/Mid Growth 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 Intl Sm Cap Opps M with ticker BBOB falls under the Foreign Small/Mid Growth category. It has a Year-to-Date (YTD) Total Return of -2.13%, ranking 33rd in its category. The Adjusted Expense Ratio is 1.55%, indicating a High fee level distribution. The share class type is Front Load.
XBC Global Equity Income with ticker EEIXI operates in the Global Large-Stock 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 Global Equity Income with ticker EEIXI operates in the Global Large-Stock Blend category. It has a Year-to-Date (YTD) Total Return of -0.72%, ranking 33rd in its category. The Adjusted Expense Ratio is 0.99%, indicating an Average fee level distribution. The share class type is No Load.
XBC International Index with ticker IXCB falls under the Foreign Large 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 Index with ticker IXCB falls under the Foreign Large Blend category. It has a Year-to-Date (YTD) Total Return of -1.35%, ranking 33rd in its category. The fee level distribution is Low.
XBC Advisor California Muni Inc I with ticker MMXM operates in the Muni California 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 Advisor California Muni Inc I with ticker MMXM operates in the Muni California Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 33rd in its category. The Adjusted Expense Ratio is 0.55%, indicating an Average fee level distribution. The share class type is Institutional.
XBC Advisor Global Equity Inc C with ticker ICBI operates in the Global Large-Stock 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 Advisor Global Equity Inc C with ticker ICBI operates in the Global Large-Stock Blend category. It has a Year-to-Date (YTD) Total Return of -0.72%, ranking 33rd in its category. The Adjusted Expense Ratio is 2.05%, indicating a High fee level distribution. The share class type is Level Load.
XBC Advisor Semiconductors C with ticker CXBX falls under the Technology 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 Semiconductors C with ticker CXBX falls under the Technology category. It has a Year-to-Date (YTD) Total Return of -1.25%, ranking 34th in its category. The fee level distribution is Low, and the share class type is Level Load.
XBC Advisor Cnsv Inc Bd I with ticker XAIBI operates in the Ultrashort 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 Advisor Cnsv Inc Bd I with ticker XAIBI operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.13%, ranking 34th in its category. The fee level distribution is Low, and the share class type is Institutional.
XBC Advisor Energy I with ticker EXII falls under the Equity Energy 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 Energy I with ticker EXII falls under the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.79%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is Institutional.
XBC Advisor Energy Z with ticker BAXE operates in the Equity Energy 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 Energy Z with ticker BAXE operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.79%, ranking 34th in its category. The fee level distribution is Low, and the share class type is Institutional.
XBC Advisor Equity Growth M with ticker CCCMG 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 Equity Growth M with ticker CCCMG operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking 34th in its category. The Adjusted Expense Ratio is 1.21%, indicating a High fee level distribution. The share class type is Front Load.
XBC Advisor Mega Cap Stock I with ticker XMCC 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 Advisor Mega Cap Stock I with ticker XMCC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is Institutional.
XBC Conservative Income Bond Retl with ticker XXRC operates in the Ultrashort 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 Conservative Income Bond Retl with ticker XXRC operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.13%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.
XBC Mega Cap Stock with ticker XSCBC 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 Mega Cap Stock with ticker XSCBC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is No Load.
XBC ZERO Large Cap Index with ticker XBIR operates in 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 ZERO Large Cap Index with ticker XBIR operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.
XBC Diversified International with ticker BBIB falls under the Foreign Large 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 Diversified International with ticker BBIB falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.95%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is No Load.
XBC Diversified International K with ticker IIKX falls under the Foreign Large 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 Diversified International K with ticker IIKX falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.95%, ranking 34th in its category. The fee level distribution is High, and the share class type is Retirement, Large.
XBC Municipal Bond Index with ticker BIXBB operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of less than 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 Municipal Bond Index with ticker BIXBB operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of less than 0.01%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.
Aggressive Growth Allocation with ticker GAGA operates in the 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
Aggressive Growth Allocation with ticker GAGA operates in the Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.81%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.
XBC 500 Index with ticker BIXIC 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 500 Index with ticker BIXIC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load.
XBC Growth Discovery with ticker CGXD 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 Discovery with ticker CGXD operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.37%, ranking 35th in its category. The fee level distribution is Average, and the share class type is No Load.
XBC Advisor Mega Cap Stock A with ticker SXXM 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 Advisor Mega Cap Stock A with ticker SXXM falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is Front Load.
XBC Advisor Mega Cap Stock M with ticker AMSCM operates in 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 Advisor Mega Cap Stock M with ticker AMSCM operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Above Average, and the share class type is Front Load.
XBC Advisor Mega Cap Stock Z with ticker BCCC 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 Advisor Mega Cap Stock Z with ticker BCCC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is Institutional.
XBC Advisor Total Emerg Mkts A with ticker BTBB operates in the Diversified Emerging Mkts 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 Total Emerg Mkts A with ticker BTBB operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.40%, ranking 35th in its category. The fee level distribution is Average, and the share class type is Front Load.
XBC Advisor Total Emerg Mkts I with ticker BITB operates in the Diversified Emerging Mkts 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 Total Emerg Mkts I with ticker BITB operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.40%, ranking 35th in its category. The fee level distribution is Above Average, and the share class type is Institutional.
XBC Tax-Free Bond with ticker BCTT operates in the Muni National 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 Tax-Free Bond with ticker BCTT operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load with a minimum investment of $25,000.
XBC Total Emerg Mkts with ticker TBBC operates in the Diversified Emerging Mkts 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 Total Emerg Mkts with ticker TBBC operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.40%, ranking 35th in its category. The fee level distribution is Average, and the share class type is No Load.
XBC Advisor Energy M with ticker EMACX operates in the Equity Energy 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 Energy M with ticker EMACX operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.80%, ranking 35th in its category. The fee level distribution is Average, and the share class type information is not provided.
XBC Advisor Municipal Income A with ticker ABBCA operates in the Muni National 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 Advisor Municipal Income A with ticker ABBCA operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 35th in its category. The Adjusted Expense Ratio is 0.78%, indicating an Average fee level distribution. The share class type is Front Load.
XBC Advisor Municipal Income M with ticker CIIIM operates in the Muni National 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 Advisor Municipal Income M with ticker CIIIM operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 35th in its category. The Adjusted Expense Ratio is 0.77%, indicating an Average fee level distribution. The share class type is Front Load.
XBC Long-Term Trs Bd Index with ticker LCLB operates in the Long Government 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 Long-Term Trs Bd Index with ticker LCLB operates in the Long Government category. It has a Year-to-Date (YTD) Total Return of -1.89%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load.
XBC Pennsylvania Municipal Income with ticker IBII operates in the Muni Pennsylvania 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 Pennsylvania Municipal Income with ticker IBII operates in the Muni Pennsylvania category. It has a Year-to-Date (YTD) Total Return of -0.03%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is No Load.
XBC Dividend Growth with ticker BCBC operates in 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 Dividend Growth with ticker BCBC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is No Load.
XBC Dividend Growth K with ticker DXCD operates in 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 Dividend Growth K with ticker DXCD operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is Retirement, Large.
XBC Advisor Global High Income C with ticker CGAC operates in the High Yield 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 Advisor Global High Income C with ticker CGAC operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.47%, ranking 35th in its category. The fee level distribution is Above Average, and the share class type is Level Load.
XBC SAI International Credit with ticker SCBC 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 SAI International Credit with ticker SCBC falls under the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.68%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load.
XBC Intl Cptl Apprec K6 with ticker ABIA operates in the Foreign Large 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 Intl Cptl Apprec K6 with ticker ABIA operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.96%, ranking 36th in its category. The fee level distribution is Below Average, and the share class type is Retirement, Large.
XBC Massachusetts Municipal Income with ticker BIXB operates in the Muni Massachusetts 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 Massachusetts Municipal Income with ticker BIXB operates in the Muni Massachusetts category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 36th in its category. The fee level distribution is Low, and the share class type is No Load.
XBC Advisor Cnsv Inc Bd A with ticker ICABA operates in the Ultrashort 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 Advisor Cnsv Inc Bd A with ticker ICABA operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.13%, ranking 36th in its category. The fee level distribution is Low, and the share class type is Front Load.
XBC Advisor Diversified Intl M with ticker ABIDD falls under the Foreign Large 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 Advisor Diversified Intl M with ticker ABIDD falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.96%, ranking 36th in its category. The fee level distribution is High, and the share class type is Front Load.