HDVRX | VFWPX | HDVRX / VFWPX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 16 years | 14 years | - |
Gain YTD | 4.178 | 3.957 | 106% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 0 | 100000000 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 588M | 58.2B | 1% |
Annual Yield % from dividends | 1.70 | 3.36 | 51% |
Returns for 1 year | 6.98 | 6.99 | 100% |
Returns for 3 years | 5.39 | 0.22 | 2,439% |
Returns for 5 years | 16.05 | 12.31 | 130% |
Returns for 10 years | 42.96 | 31.30 | 137% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
VELIX | 17.76 | 0.03 | +0.17% |
VELA Large Cap Plus I | |||
VCESX | 14.49 | N/A | N/A |
Virtus KAR Emerging Markets Small-Cap C | |||
WBSRX | 38.60 | -0.05 | -0.13% |
William Blair Small Cap Growth R6 | |||
LSWWX | 24.50 | -0.07 | -0.28% |
Loomis Sayles Global Allocation Y | |||
CBFFX | 38.04 | -0.13 | -0.34% |
American Funds Global Balanced 529F1 |