INSLX | WISIX | INSLX / WISIX | |
Total Expense Ratio | 1.06 | 1.10 | 96% |
Annual Report Gross Expense Ratio | 1.06 | 1.26 | 84% |
Fund Existence | 6 years | 20 years | - |
Gain YTD | 17.152 | 17.115 | 100% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 1000000 | 500000 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 3.66B | 154M | 2,376% |
Annual Yield % from dividends | 1.54 | 1.52 | 101% |
Returns for 1 year | -3.66 | 13.30 | -27% |
Returns for 3 years | 14.27 | 37.97 | 38% |
Returns for 5 years | -15.29 | -2.94 | 519% |
Returns for 10 years | N/A | 22.52 | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
HEIIX | 13.70 | 0.02 | +0.15% |
Hennessy Equity and Income Institutional | |||
AVUGX | 8.54 | 0.01 | +0.12% |
American Century Value R5 | |||
DGLCX | 18.84 | -0.10 | -0.53% |
BNY Mellon Global Stock - C | |||
JDESX | 47.67 | -0.33 | -0.69% |
JPMorgan US Research Enhanced Equity I | |||
WTSGX | 21.76 | -0.19 | -0.87% |
Segall Bryant & Hamill Small Cap Gr Ret |