AIOCX | OSMCX | AIOCX / OSMCX | |
Total Expense Ratio | 2.46 | 2.13 | 115% |
Annual Report Gross Expense Ratio | 2.51 | 2.13 | 118% |
Fund Existence | 16 years | 28 years | - |
Gain YTD | 22.881 | 16.467 | 139% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 507M | 3.63B | 14% |
Annual Yield % from dividends | 0.00 | 0.47 | - |
Returns for 1 year | 19.27 | -4.23 | -455% |
Returns for 3 years | 34.08 | 12.65 | 269% |
Returns for 5 years | -8.14 | -21.15 | 39% |
Returns for 10 years | 17.50 | 8.82 | 198% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
MWEIX | 49.40 | 0.11 | +0.22% |
MFS Global Equity I | |||
VTMFX | 47.73 | 0.05 | +0.10% |
Vanguard Tax-Managed Balanced Adm | |||
HWACX | 37.06 | 0.01 | +0.03% |
Hotchkis & Wiley Value Opps C | |||
KNGIX | 11.81 | -0.01 | -0.08% |
Vest S&P500 Div Aristocrats Trgt Inc Ins | |||
SUVAX | 12.89 | -0.02 | -0.15% |
PGIM Quant Solutions Large-Cap Val A |