AEPCX | TWGAX | AEPCX / TWGAX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 24 years | 28 years | - |
Gain YTD | 5.488 | 5.480 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 2500 | 10% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 132B | 2.83B | 4,664% |
Annual Yield % from dividends | 0.81 | 0.23 | 358% |
Returns for 1 year | 7.63 | 7.78 | 98% |
Returns for 3 years | -6.82 | -18.99 | 36% |
Returns for 5 years | 4.81 | 1.83 | 263% |
Returns for 10 years | 21.95 | 7.71 | 285% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
USRTX | 33.61 | -0.10 | -0.30% |
Horizon Multi-Factor U.S. Equity Advisor | |||
FCAKX | 43.40 | -0.16 | -0.37% |
Fidelity Capital Appreciation K | |||
REQTX | 51.74 | -0.25 | -0.48% |
Russell Inv Sustainable Equity S | |||
SDLAX | 24.67 | -0.15 | -0.60% |
SEI Dynamic Asset Allocation A (SIIT) | |||
RYDKX | 95.33 | -0.60 | -0.63% |
Rydex Dow Jones Industrial Average® C |