HCVAX | OCGCX | HCVAX / OCGCX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 20 years | 27 years | - |
Gain YTD | 8.849 | 7.394 | 120% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 500 | 400% |
Min. Initial Investment IRA | 2000 | N/A | - |
Net Assets | 154M | 3.97B | 4% |
Annual Yield % from dividends | 2.47 | 2.30 | 107% |
Returns for 1 year | 14.67 | 12.64 | 116% |
Returns for 3 years | -0.56 | -3.30 | 17% |
Returns for 5 years | 15.79 | 9.29 | 170% |
Returns for 10 years | 27.37 | 14.79 | 185% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VBIAX | 50.67 | -0.04 | -0.08% |
Vanguard Balanced Index Adm | |||
AAAGX | 19.56 | -0.05 | -0.25% |
Thrivent Large Cap Growth A | |||
IRMCX | 11.71 | -0.03 | -0.26% |
Voya Russell Mid Cap Index Port S | |||
BRKAX | 14.07 | -0.10 | -0.71% |
MFS Blended Research Em Mkts Eq A | |||
MSSGX | 14.59 | -0.23 | -1.55% |
Morgan Stanley Inst Inception I |