| ALOYX | JDMAX | ALOYX / JDMAX | |
| Total Expense Ratio | 0.74 | 1.14 | 65% |
| Annual Report Gross Expense Ratio | 0.83 | 1.14 | 73% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.295 | 4.699 | 283% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 22.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 30.31 | 3.77 | 804% |
| Returns for 3 years | 89.37 | 9.31 | 960% |
| Returns for 5 years | 17.80 | -14.02 | -127% |
| Returns for 10 years | N/A | 57.28 | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTMKX | 54.96 | 1.30 | +2.42% |
| Fidelity Advisor Focused Em Mkts M | |||
| JICCX | 81.99 | 0.95 | +1.17% |
| JPMorgan US Sustainable Leaders C | |||
| LMRNX | 34.93 | 0.24 | +0.69% |
| 1919 Socially Responsive Balanced I | |||
| EMACX | 15.62 | -0.01 | -0.06% |
| Gabelli Entpr Mergers & Acquisitions C | |||
| PDARX | 13.36 | -0.04 | -0.30% |
| Principal Diversified Real Asset R6 | |||