| AIOIX | VINEX | AIOIX / VINEX | |
| Total Expense Ratio | 1.46 | 0.46 | 317% |
| Annual Report Gross Expense Ratio | 1.51 | 0.46 | 328% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 15.287 | 15.216 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 1.55B | 36% |
| Annual Yield % from dividends | 0.26 | 3.79 | 7% |
| Returns for 1 year | 22.43 | 15.43 | 145% |
| Returns for 3 years | 56.92 | 44.76 | 127% |
| Returns for 5 years | -5.07 | 2.69 | -189% |
| Returns for 10 years | 52.98 | 39.59 | 134% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CRIHX | 13.93 | 0.09 | +0.65% |
| CRM Long/Short Opportunities Instl | |||
| PWJAX | 37.70 | 0.01 | +0.03% |
| PGIM Jennison International Opps A | |||
| PFSZX | 27.12 | -0.04 | -0.15% |
| PGIM Jennison Financial Services Z | |||
| CBAIX | 51.13 | -0.10 | -0.20% |
| Calvert Balanced I | |||
| RWIAX | 82.27 | -0.28 | -0.34% |
| American Funds Cptl Wld Gr&Inc R-1 | |||