FEPUX | SSIFX | FEPUX / SSIFX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 4 years | 29 years | - |
Gain YTD | 7.096 | 7.375 | 96% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 139B | 77.8M | 178,663% |
Annual Yield % from dividends | 1.78 | 0.32 | 555% |
Returns for 1 year | 12.83 | 22.64 | 57% |
Returns for 3 years | -14.48 | -5.02 | 288% |
Returns for 5 years | N/A | 32.32 | - |
Returns for 10 years | N/A | 57.60 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
PSMJX | 12.23 | N/A | N/A |
Principal SmallCap Value II J | |||
DVLCX | 24.98 | -0.01 | -0.04% |
BNY Mellon Opportunistic Midcap Value C | |||
FMGGX | 45.40 | -0.02 | -0.04% |
Franklin Small-Mid Cap Growth R6 | |||
RAMHX | 35.55 | -0.11 | -0.31% |
American Funds American Balanced R2E | |||
SGLIX | 39.85 | -0.13 | -0.33% |
SGI Global Equity I |