| IASRX | RIREX | IASRX / RIREX | |
| Total Expense Ratio | 1.37 | 0.61 | 225% |
| Annual Report Gross Expense Ratio | 1.37 | 0.61 | 225% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 5.997 | 10.434 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 128B | 1% |
| Annual Yield % from dividends | 1.48 | 2.65 | 56% |
| Returns for 1 year | 2.99 | 13.22 | 23% |
| Returns for 3 years | 27.75 | 41.34 | 67% |
| Returns for 5 years | -2.85 | 40.58 | -7% |
| Returns for 10 years | 23.59 | 68.58 | 34% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGGHX | 42.52 | 0.19 | +0.45% |
| American Funds Global Balanced R-2E | |||
| GSRFX | 13.16 | 0.05 | +0.38% |
| Goldman Sachs Rising Dividend Gr R6 | |||
| FSMRX | 31.87 | -0.09 | -0.28% |
| Franklin Small-Mid Cap Growth R | |||
| AMAJX | 12.38 | -0.04 | -0.32% |
| American Century Small Cap Dividend R | |||
| DNLAX | 57.38 | -0.39 | -0.68% |
| BNY Mellon Natural Resources A | |||