FKRCX | USAGX | FKRCX / USAGX | |
Total Expense Ratio | 0.92 | 1.18 | 78% |
Annual Report Gross Expense Ratio | 0.92 | 1.18 | 78% |
Fund Existence | 56 years | 41 years | - |
Gain YTD | 73.407 | 61.657 | 119% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.6B | 780M | 205% |
Annual Yield % from dividends | 8.28 | 0.00 | - |
Returns for 1 year | 83.70 | 70.63 | 119% |
Returns for 3 years | 91.62 | 86.20 | 106% |
Returns for 5 years | 102.77 | 70.65 | 145% |
Returns for 10 years | 222.83 | 182.00 | 122% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LYRIX | 28.25 | N/A | N/A |
Lyrical US Value Equity Institutional | |||
BVOIX | 11.61 | N/A | N/A |
Barrow Hanley US Value Opportunities I | |||
WAESX | 17.66 | -0.24 | -1.34% |
Wasatch Emerging Markets Select Investor | |||
TMSIX | 35.47 | -0.52 | -1.44% |
Thrivent Mid Cap Stock S | |||
CSPCX | 57.57 | -0.89 | -1.52% |
American Funds SMALLCAP World 529C |