| IDPIX | UOPSX | IDPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.45 | 73% |
| Annual Report Gross Expense Ratio | 2.10 | 2.45 | 86% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 21.316 | 17.844 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13M | 1.3B | 1% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 22.01 | 4.58 | 481% |
| Returns for 3 years | 79.14 | 81.80 | 97% |
| Returns for 5 years | 54.99 | 21.70 | 253% |
| Returns for 10 years | 281.18 | 541.96 | 52% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEFFX | 84.45 | 0.98 | +1.17% |
| American Funds New Economy F-2 | |||
| BGAIX | 56.03 | 0.27 | +0.48% |
| Baron Global Opportunity Institutional | |||
| BIAYX | 12.40 | -0.05 | -0.40% |
| Brown Advisory Sustainable Sml-Cp Cr Inv | |||
| BIREX | 17.13 | -0.09 | -0.52% |
| BlackRock Real Estate Securities Instl | |||
| FSUTX | 132.69 | -0.72 | -0.54% |
| Fidelity Select Utilities | |||