| IBCGX | JDMAX | IBCGX / JDMAX | |
| Total Expense Ratio | 1.40 | 1.14 | 123% |
| Annual Report Gross Expense Ratio | 1.52 | 1.14 | 133% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | -34.311 | 2.021 | -1,698% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 23.4B | 1% |
| Annual Yield % from dividends | 0.23 | 0.75 | 31% |
| Returns for 1 year | -35.34 | -4.97 | 711% |
| Returns for 3 years | -32.69 | 7.68 | -425% |
| Returns for 5 years | -44.40 | -11.07 | 401% |
| Returns for 10 years | -49.14 | 53.29 | -92% |
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HELO | 64.88 | 0.15 | +0.23% |
| JPMorgan Hedged Equity Ldrd Ovrly ETF | |||
| QOWZ | 34.70 | N/A | N/A |
| Invesco Nasdaq Free CA Flw Achiev ETF | |||
| KMID | 23.35 | -0.05 | -0.21% |
| Virtus KAR Mid-Cap ETF | |||
| FINS | 12.94 | -0.05 | -0.38% |
| Angel Oak Financial Strategies Income Term Trust | |||
| DVAL | 14.14 | -0.06 | -0.39% |
| BrandywineGLOBAL Dyn US Lrg Cap Val ETF | |||