HLMRX | INSLX | HLMRX / INSLX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 13 years | 6 years | - |
Gain YTD | -5.310 | -3.980 | 133% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 100000 | 1000000 | 10% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 436M | 3.79B | 12% |
Annual Yield % from dividends | 1.13 | 1.19 | 95% |
Returns for 1 year | 1.75 | 3.63 | 48% |
Returns for 3 years | -22.49 | -32.31 | 70% |
Returns for 5 years | 7.79 | -13.42 | -58% |
Returns for 10 years | 32.44 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
NEEGX | 63.52 | 0.98 | +1.57% |
Needham Growth Retail | |||
ACMVX | 17.63 | 0.13 | +0.74% |
American Century Mid Cap Value Inv | |||
TROCX | 26.88 | 0.08 | +0.30% |
Touchstone Non-US ESG Equity I | |||
MCFOX | 5.62 | N/A | N/A |
BlackRock Large Cap Focus Growth Inv C | |||
LIMAX | 7.29 | -0.01 | -0.14% |
Cromwell Tran Sustainable Focus Investor |