CHHYX | PTYIX | CHHYX / PTYIX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 8 years | 8 years | - |
Gain YTD | 8.525 | 6.491 | 131% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 500000 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 513M | 3.5B | 15% |
Annual Yield % from dividends | 4.50 | 3.73 | 121% |
Returns for 1 year | 15.26 | 11.71 | 130% |
Returns for 3 years | -2.54 | -0.54 | 471% |
Returns for 5 years | 6.20 | 5.38 | 115% |
Returns for 10 years | N/A | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FSOPX | 16.04 | 0.27 | +1.71% |
Fidelity Series Small Cap Opps | |||
UPAAX | 13.98 | 0.18 | +1.30% |
Upright Assets Allocation Plus | |||
HWMAX | 57.63 | 0.71 | +1.25% |
Hotchkis & Wiley Mid-Cap Value A | |||
PXIIX | 21.83 | 0.20 | +0.92% |
Virtus KAR Equity Income I | |||
JGSRX | 12.52 | 0.08 | +0.64% |
JHancock Global Shareholder Yield R2 |