CCSZX | EIPCX | CCSZX / EIPCX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 13 years | 14 years | - |
Gain YTD | 6.377 | 9.794 | 65% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 342M | 1.43B | 24% |
Annual Yield % from dividends | 4.23 | 3.49 | 121% |
Returns for 1 year | 5.67 | 9.06 | 63% |
Returns for 3 years | 15.30 | 23.61 | 65% |
Returns for 5 years | 48.90 | 72.47 | 67% |
Returns for 10 years | 17.66 | 59.54 | 30% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FEIFX | 31.75 | 0.29 | +0.92% |
Franklin Equity Income Adv | |||
SPMIX | 25.82 | 0.19 | +0.74% |
Shelton S&P Midcap Index Investor | |||
AFMBX | 34.77 | 0.23 | +0.67% |
American Funds American Balanced F3 | |||
SSRRX | 6.41 | 0.04 | +0.63% |
Touchstone Small Company R6 | |||
MGLVX | 8.98 | 0.05 | +0.56% |
Mercer Global Low Volatility Equity Y3 |