| AEPCX | AWPCX | AEPCX / AWPCX | |
| Total Expense Ratio | 1.58 | 1.80 | 88% |
| Annual Report Gross Expense Ratio | 1.58 | 1.80 | 88% |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 4.674 | 2.335 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 634M | 22,082% |
| Annual Yield % from dividends | 2.07 | 0.00 | - |
| Returns for 1 year | 0.91 | 0.83 | 109% |
| Returns for 3 years | 23.76 | 23.47 | 101% |
| Returns for 5 years | -8.74 | -14.99 | 58% |
| Returns for 10 years | 37.24 | 23.99 | 155% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IYCEX | 18.36 | 0.11 | +0.60% |
| Nomura Core Equity Fund Class R | |||
| VITNX | 126.05 | 0.12 | +0.10% |
| Vanguard MStar Inst Ttl Stk Mkt IdxInstl | |||
| WSMRX | 30.34 | -0.02 | -0.07% |
| William Blair Small-Mid Cap Growth R6 | |||
| CSMDX | 16.33 | -0.07 | -0.43% |
| Copeland SMID Cap Dividend Growth I | |||
| JFCCX | 32.96 | -0.16 | -0.48% |
| JHancock Fundamental All Cap Core C | |||