| AUUYX | VTSAX | AUUYX / VTSAX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 7.727 | 8.319 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 2.31T | 0% |
| Annual Yield % from dividends | 0.18 | 1.00 | 18% |
| Returns for 1 year | 13.09 | 20.36 | 64% |
| Returns for 3 years | 50.45 | 67.92 | 74% |
| Returns for 5 years | 20.68 | 63.92 | 32% |
| Returns for 10 years | 91.21 | 263.53 | 35% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CLRYX | 23.41 | 0.07 | +0.30% |
| Columbia Large Cap Growth Opp Inst3 | |||
| CBVBX | 141.44 | 0.24 | +0.17% |
| ClearBridge Value IS | |||
| MRLTX | 17.44 | -0.01 | -0.06% |
| AMG Renaissance Large Cap Growth N | |||
| SMCWX | 84.38 | -0.47 | -0.55% |
| American Funds SMALLCAP World A | |||
| SGIFX | 42.57 | -0.25 | -0.58% |
| Steward Global Equity Income Fund C | |||