BMPSX | UOPSX | BMPSX / UOPSX | |
Total Expense Ratio | 2.78 | 2.53 | 110% |
Annual Report Gross Expense Ratio | 3.08 | 2.53 | 122% |
Fund Existence | 24 years | 28 years | - |
Gain YTD | 3.496 | -1.345 | -260% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 15000 | 15000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 8.66M | 1.04B | 1% |
Annual Yield % from dividends | 0.00 | 0.00 | - |
Returns for 1 year | -7.71 | 6.92 | -111% |
Returns for 3 years | 11.84 | 137.91 | 9% |
Returns for 5 years | 85.13 | 98.70 | 86% |
Returns for 10 years | 72.90 | 470.92 | 15% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
OAYLX | 81.03 | -0.79 | -0.97% |
Oakmark Select Advisor | |||
CLVRX | 32.86 | -0.44 | -1.32% |
Calvert US Large Cap Value Rspnb Idx R6 | |||
WENRX | 61.61 | -0.88 | -1.41% |
Allspring Mid Cap Growth Fund - Cl R6 | |||
HOORX | 27.29 | -0.45 | -1.62% |
Hartford Schroders US Small Cap Opps R3 | |||
ADVGX | 12.18 | -0.31 | -2.48% |
North Square Select Small Cap I |