FEPUX | FIVFX | FEPUX / FIVFX | |
Total Expense Ratio | 0.52 | 0.84 | 62% |
Annual Report Gross Expense Ratio | 0.52 | 0.84 | 62% |
Fund Existence | 5 years | 31 years | - |
Gain YTD | 7.854 | 9.913 | 79% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 129B | 3.8B | 3,393% |
Annual Yield % from dividends | 1.42 | 0.71 | 201% |
Returns for 1 year | -0.04 | 8.20 | -0% |
Returns for 3 years | 23.07 | 47.38 | 49% |
Returns for 5 years | N/A | 47.81 | - |
Returns for 10 years | N/A | 75.41 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
OWSMX | 16.52 | 0.07 | +0.43% |
Old Westbury Small & Mid Cap Strategies | |||
DSCYX | 29.51 | 0.08 | +0.27% |
BNY Mellon Opportunistic Small Cap Y | |||
CHDVX | 13.06 | 0.01 | +0.08% |
Cullen High Dividend Equity I | |||
LAVVX | 15.23 | 0.01 | +0.07% |
Lord Abbett Fundamental Equity R6 | |||
AIHHX | 6.67 | -0.01 | -0.15% |
Aristotle Small/Mid Cap Equity I-2 |