CDWCX | RNWBX | CDWCX / RNWBX | |
Total Expense Ratio | 2.01 | 1.67 | 120% |
Annual Report Gross Expense Ratio | 2.01 | 1.67 | 120% |
Fund Existence | 11 years | 23 years | - |
Gain YTD | 18.745 | 15.935 | 118% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 250 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.01B | 70.6B | 3% |
Annual Yield % from dividends | 0.60 | 0.13 | 466% |
Returns for 1 year | 17.38 | 10.50 | 166% |
Returns for 3 years | 36.91 | 37.23 | 99% |
Returns for 5 years | 25.35 | 27.64 | 92% |
Returns for 10 years | 35.59 | 63.65 | 56% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FIIMX | 24.20 | 0.16 | +0.67% |
Fidelity Advisor Mid Cap II I | |||
VSFRX | 23.82 | 0.15 | +0.63% |
Federated Hermes Clover Small Value R | |||
KSCOX | 174.37 | 0.78 | +0.45% |
Kinetics Small Cap Opportunities No Load | |||
SVBCX | 30.24 | 0.10 | +0.33% |
JHancock Balanced C | |||
MRJSX | 10.88 | -0.02 | -0.18% |
Morgan Stanley Multi-Asset Real ReturnR6 |