ASVRX | JCSCX | ASVRX / JCSCX | |
Total Expense Ratio | 1.59 | 2.13 | 75% |
Annual Report Gross Expense Ratio | 1.59 | 2.13 | 75% |
Fund Existence | 15 years | 16 years | - |
Gain YTD | -10.454 | -8.402 | 124% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 4.54B | 1.19B | 381% |
Annual Yield % from dividends | 0.54 | 0.98 | 55% |
Returns for 1 year | -11.07 | -15.52 | 71% |
Returns for 3 years | -1.83 | -7.60 | 24% |
Returns for 5 years | 63.58 | 19.66 | 323% |
Returns for 10 years | 3.00 | -10.54 | -28% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LUSOX | 10.36 | 0.16 | +1.57% |
Lazard US Systematic Small Cap Eq Open | |||
PAARX | 15.55 | N/A | N/A |
Putnam Dynamic Asset Allocation Bal R | |||
EIEAX | 34.56 | N/A | N/A |
Eaton Vance Tax-Managed Eq Aset Allc I | |||
HBLFX | 14.29 | N/A | N/A |
Hartford Balanced Income F | |||
JIIGX | 73.30 | N/A | N/A |
JPMorgan US Sustainable Leaders R6 |