FINVX | LIRTX | FINVX / LIRTX | |
Total Expense Ratio | 0.01 | 0.74 | 1% |
Annual Report Gross Expense Ratio | 0.01 | 0.74 | 1% |
Fund Existence | 16 years | 10 years | - |
Gain YTD | 27.349 | 21.900 | 125% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 15.9B | 450M | 3,533% |
Annual Yield % from dividends | 3.73 | 2.90 | 129% |
Returns for 1 year | 25.72 | 22.41 | 115% |
Returns for 3 years | 73.39 | 48.96 | 150% |
Returns for 5 years | 119.98 | 74.25 | 162% |
Returns for 10 years | 87.94 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
MDBAX | 19.67 | N/A | N/A |
BlackRock Large Cap Focus Value Inv A | |||
POICX | 11.49 | N/A | N/A |
Virtus Tactical Allocation C | |||
TQAIX | 43.04 | N/A | N/A |
T. Rowe Price Integrated US Sm Gr Eq I | |||
AIONX | 17.43 | -0.20 | -1.13% |
AQR International Momentum Style N | |||
SHDCX | 8.66 | -0.22 | -2.48% |
American Beacon Shapiro SMID Cap Eq C |