| ARANX | UPAAX | ARANX / UPAAX | |
| Total Expense Ratio | 1.25 | 2.49 | 50% |
| Annual Report Gross Expense Ratio | 1.25 | 2.49 | 50% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 11.434 | 30.057 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 4.33M | 36,343% |
| Annual Yield % from dividends | 0.58 | 0.05 | 1,186% |
| Returns for 1 year | 6.07 | 36.66 | 17% |
| Returns for 3 years | 30.98 | 126.66 | 24% |
| Returns for 5 years | 10.00 | 66.85 | 15% |
| Returns for 10 years | 55.88 | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PGINX | 24.38 | 0.27 | +1.12% |
| Impax Global Environmental Markets Instl | |||
| ACIIX | 9.38 | 0.04 | +0.43% |
| American Century Equity Income I | |||
| ERBAX | 20.22 | N/A | N/A |
| Eaton Vance Equity Strategy A | |||
| CWSAX | 22.62 | N/A | N/A |
| Carillon Chartwell Small Cap Growth A | |||
| VDMRX | 11.57 | N/A | N/A |
| Virtus KAR Developing Markets R6 | |||