| FWMMX | GSEPX | FWMMX / GSEPX | |
| Total Expense Ratio | 0.35 | 0.55 | 64% |
| Annual Report Gross Expense Ratio | 0.35 | 0.59 | 59% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 4.996 | 7.826 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 1.13B | 19,312% |
| Annual Yield % from dividends | 1.39 | 0.49 | 284% |
| Returns for 1 year | 6.98 | 6.63 | 105% |
| Returns for 3 years | 27.89 | 29.12 | 96% |
| Returns for 5 years | 31.36 | 5.76 | 544% |
| Returns for 10 years | N/A | N/A | - |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CGVEX | 31.04 | 0.17 | +0.55% |
| American Funds Global Insight 529-E | |||
| LCBDX | 27.06 | 0.03 | +0.11% |
| ClearBridge Tactical Dividend Income IS | |||
| OAKGX | 41.25 | -0.15 | -0.36% |
| Oakmark Global Investor | |||
| USPVX | 36.53 | -0.14 | -0.38% |
| Union Street Partners Value A | |||
| FACTX | 53.84 | -0.95 | -1.73% |
| Fidelity Advisor Health Care M | |||