FKUTX | SOCUX | FKUTX / SOCUX | |
Total Expense Ratio | 0.71 | 2.30 | 31% |
Annual Report Gross Expense Ratio | 0.71 | 4.92 | 14% |
Fund Existence | 77 years | 2 years | - |
Gain YTD | 4.764 | 5.550 | 86% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.64B | 33M | 20,130% |
Annual Yield % from dividends | 2.33 | 7.41 | 31% |
Returns for 1 year | 15.63 | 19.71 | 79% |
Returns for 3 years | 12.31 | N/A | - |
Returns for 5 years | 35.32 | N/A | - |
Returns for 10 years | 56.43 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CIVAX | 18.41 | 0.37 | +2.05% |
American Funds International Vntg 529-A | |||
LZSIX | 11.52 | 0.22 | +1.95% |
Lazard International Equity Select Instl | |||
MERDX | 32.42 | N/A | N/A |
Meridian Growth Legacy | |||
VSPGX | 786.04 | N/A | N/A |
Vanguard S&P 500 Growth Index Instl | |||
JUSOX | 23.25 | N/A | N/A |
JHancock New Opportunities R4 |