GATEX | WRAIX | GATEX / WRAIX | |
Total Expense Ratio | 0.94 | 1.25 | 75% |
Annual Report Gross Expense Ratio | 0.98 | 1.51 | 65% |
Fund Existence | 48 years | 14 years | - |
Gain YTD | 7.978 | 6.970 | 114% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 2500 | 100000 | 3% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 6.98B | 232M | 3,008% |
Annual Yield % from dividends | 0.33 | 1.36 | 24% |
Returns for 1 year | 8.95 | 5.33 | 168% |
Returns for 3 years | 44.92 | 30.18 | 149% |
Returns for 5 years | 44.21 | 28.12 | 157% |
Returns for 10 years | 75.67 | 51.20 | 148% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FDTOX | 37.68 | 0.05 | +0.13% |
Fidelity Advisor Diversified Stock A | |||
CAFFX | 46.73 | 0.06 | +0.13% |
American Funds AMCAP 529F1 | |||
NDGIX | 25.09 | 0.01 | +0.04% |
Neuberger Berman Dividend Growth I | |||
HULIX | 34.84 | N/A | N/A |
Huber Select Large Cap Value Inv | |||
WILJX | 23.00 | -0.09 | -0.39% |
William Blair International Ldrs R6 |