FDLSX | USLUX | FDLSX / USLUX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 40 years | 30 years | - |
Gain YTD | 8.977 | 5.463 | 164% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 5000 | - |
Min. Initial Investment IRA | 500 | N/A | - |
Net Assets | 631M | 48.4M | 1,304% |
Annual Yield % from dividends | 0.36 | 0.04 | 1,001% |
Returns for 1 year | 18.72 | 10.27 | 182% |
Returns for 3 years | 3.52 | -11.24 | -31% |
Returns for 5 years | 25.77 | 25.24 | 102% |
Returns for 10 years | 54.17 | -12.34 | -439% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
MIRSX | 23.66 | 0.03 | +0.13% |
Victory Integrity Small/Mid-Cap Value R6 | |||
SMERX | 13.28 | 0.01 | +0.08% |
Invesco Small Cap Equity R | |||
MDSKX | 25.06 | 0.01 | +0.04% |
iShares Russell 2000 Small-Cap Idx Inv A | |||
PLIBX | 38.87 | -0.09 | -0.23% |
Plumb Balanced Institutional | |||
VITNX | 96.13 | -0.24 | -0.25% |
Vanguard Instl Ttl Stk Mkt Idx I |