INDAX | WIINX | INDAX / WIINX | |
Total Expense Ratio | 1.40 | 1.37 | 102% |
Annual Report Gross Expense Ratio | 1.40 | 1.37 | 102% |
Fund Existence | 14 years | 9 years | - |
Gain YTD | -2.304 | -0.172 | 1,337% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 100000 | 3% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 370M | 583M | 63% |
Annual Yield % from dividends | 0.33 | 0.00 | - |
Returns for 1 year | -7.87 | -6.61 | 119% |
Returns for 3 years | -2.48 | -9.67 | 26% |
Returns for 5 years | 72.59 | 70.80 | 103% |
Returns for 10 years | 26.06 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
GMVRX | 14.13 | 0.13 | +0.93% |
Goldman Sachs Small/Mid Cap Value R | |||
TVIFX | 69.76 | 0.57 | +0.82% |
Thornburg Small/Mid Cap Core I | |||
BMSFX | 12.72 | 0.09 | +0.71% |
MFS Blended Research Mid Cap Eq A | |||
MSHMX | 12.60 | 0.02 | +0.16% |
Morgan Stanley Inst Permanence I | |||
JIBCX | 52.03 | -0.22 | -0.42% |
JHancock Blue Chip Growth 1 |