AIEAX | HFQRX | AIEAX / HFQRX | |
Total Expense Ratio | 1.19 | 0.70 | 170% |
Annual Report Gross Expense Ratio | 1.19 | 0.70 | 170% |
Fund Existence | 15 years | 10 years | - |
Gain YTD | 27.458 | 23.193 | 118% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 597M | 6.62B | 9% |
Annual Yield % from dividends | 3.48 | 7.21 | 48% |
Returns for 1 year | -1.45 | 20.64 | -7% |
Returns for 3 years | 43.88 | 56.79 | 77% |
Returns for 5 years | 35.82 | 72.97 | 49% |
Returns for 10 years | 25.53 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FEXRX | 11.98 | 0.01 | +0.08% |
First Eagle U.S. SMID Cap Opportunity R6 | |||
SPFIX | 83.17 | N/A | N/A |
Shelton S&P 500 Index Investor | |||
IAXIX | 11.44 | N/A | N/A |
VY® T. Rowe Price Divers Mid Cap Gr I | |||
VEMAX | 44.92 | N/A | N/A |
Vanguard Emerging Mkts Stock Idx Adm | |||
JSECX | 19.88 | N/A | N/A |
JPMorgan Small Cap Equity C |