FPIOX | RITFX | FPIOX / RITFX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 17 years | 23 years | - |
Gain YTD | 7.744 | 9.326 | 83% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 250 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.19B | 22.6B | 5% |
Annual Yield % from dividends | 6.09 | 6.77 | 90% |
Returns for 1 year | 8.29 | 10.01 | 83% |
Returns for 3 years | 8.46 | 12.45 | 68% |
Returns for 5 years | 20.93 | 31.55 | 66% |
Returns for 10 years | 55.15 | 67.65 | 82% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
JUSQX | 18.25 | N/A | N/A |
JPMorgan US Small Company R4 | |||
BRKTX | 13.86 | -0.05 | -0.36% |
MFS Blended Research Em Mkts Eq R3 | |||
PRWCX | 34.89 | -0.19 | -0.54% |
T. Rowe Price Capital Appreciation | |||
IYSYX | 18.58 | -0.20 | -1.06% |
Delaware Ivy Smid Cap Core Fund Class Y | |||
NDVRX | 16.63 | -0.18 | -1.07% |
MFS New Discovery Value R1 |